Coinbase Global Inc (NASDAQ:COIN) stock's fall from its July 18 record peak of $444.64 was made worse by an August 1 post-earnings bear gap of 16.7%. For those betting on a short-term comeback, however, shares of the cryptocurrency exchange are flashing a historically bullish signal. Per Schaeffer's Senior Quantitative Analyst Rocky White, COIN is within 0.75 of the 80-day trendline's 20-day average true range (ATR), after spending at least 80% of the last 10 days and 80% of the last two months above it. Ov ...

Core Insights - The focus of US stock investors is shifting from technology stocks to changes in trading costs, with increased sensitivity to "US stock account opening processes and fees" [1] - The flow of stablecoins in cross-border transactions is being closely monitored, indicating a migration of funds from centralized exchanges to decentralized exchanges [1][2] - The Federal Reserve's hawkish signals have raised concerns about stagflation risks, impacting interest rate expectations and indirectly affecting the cost structure of stock trading accounts [1] Group 1: Market Trends - Several major US brokerage firms have updated their account opening processes and management policies, leading to fluctuations in fees due to changes in market interest rate expectations [1] - The trading volume of stablecoins on decentralized platforms, particularly XBIT, has increased significantly, with a 14% rise in the last 72 hours [2] - The S&P 500, Nasdaq, and Dow Jones indices all experienced declines, with the S&P 500 down 0.49% and Nasdaq down 0.65% as of Wednesday's close [4] Group 2: Stablecoin Dynamics - The frequency of Ethereum transfers for Tether (USDT) and USDC has increased by 9.2% week-over-week, with funds increasingly bypassing centralized platforms [2] - The net inflow of USDT on Polygon and BSC networks has turned negative, while it has accelerated on Arbitrum and Base chains, indicating a reassessment of risk exposure by investors [2] - The price anchoring mechanism of stablecoins is less affected by fluctuations in US Treasury yields, with USDT, USDC, and DAI maintaining price volatility within ±0.05% [4] Group 3: Regulatory Environment - The US regulatory focus on stablecoin circulation mechanisms is increasing, with the Federal Reserve considering the role of crypto assets in informal liquidity systems [7] - Recent data shows a 17.5% week-over-week increase in stablecoin-related cross-border transfers, with a trend towards Layer 2 networks [7] - The ongoing adjustments in US stock account opening processes and fee structures are making stablecoins an important channel for cross-border capital flow [7]

Core Insights - The signing of the GENIUS Act in the U.S. marks a significant turning point for the global stablecoin market [1] - The total market capitalization of stablecoins has increased by 32% over the past six months, rising from $168.78 billion to $223.61 billion, indicating a notable enhancement in market vitality [1] - Stablecoins are increasingly being accepted by more institutions and individual users, expanding their application scenarios in cross-border and digital asset transactions [1] - The XBIT decentralized exchange platform has swiftly adjusted its strategy to provide users with more convenient and secure stablecoin trading services [1]

Group 1 - Bullish aims to raise up to $629.3 million in its IPO, planning to issue 20.3 million shares at a price range of $28 to $31 per share, potentially valuing the company at $4.2 billion [1][2] - The company is a digital asset trading platform operator and owner of media platform CoinDesk, which it acquired for $72.6 million from Digital Currency Group in 2023 [2] - Bullish's digital asset sales for the three months ending March 31 amounted to $80.2 million, with a net loss of approximately $348.6 million, compared to $80.4 million in sales and a net profit of $104.8 million in the same period last year [2] Group 2 - The company provides liquidity services for stablecoin issuers and offers cryptocurrency spot trading, margin trading, and derivatives trading services primarily targeting institutional investors [1][2] - Bullish's previous merger plan with a special purpose acquisition company was canceled in 2022, which would have valued the company at approximately $9 billion [1] - The IPO is being led by JPMorgan, Jefferies, and Citigroup, with plans to list on the New York Stock Exchange under the ticker "BLSH" [2]

Coinbase Global, Inc.'s (NASDAQ: COIN ) shares tumbled almost 17% on Friday, after the crypto company’s second quarter earnings report card disappointed and fell short of expectations regarding the top line, although the top-line miss was fairly small. In my opinion, investors were overreactingAnalyst’s Disclosure:I/we have a beneficial long position in the shares of COIN, BTC-USD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I ...

BOSS Wallet 8月4日讯,在2025越南区块链周上,HTX Ventures负责人Alec Goh的一席话引发行业震动:"稳 定币正从加密原生工具蜕变为全球金融基础设施,其关键在于合规性与可组合性的深度融合。"这场关于 数字货币未来的深度对话,恰逢稳定币市值突破2500亿美元、年内增长60%的关键节点,而XBIT去中心化 交易所平台正以革命性姿态,为这场金融变革注入全新动能。 更值得关注的是,XBIT去中心化交易所平台率先实现稳定币储备证明的链上验证。通过与Chainlink等预 言机合作,平台每15分钟更新一次储备金证明,用户可在区块链浏览器实时查询USDT、USDC等主流稳定 币的抵押情况。这种透明化机制,有效解决了去中心化平台"黑箱操作"的行业痛点。 图片来源:BOSS Wallet 合规创新:XBIT打造DeFi"安全港" 稳定币革命新纪元:XBIT引领合规化浪潮,全球金融基础设施迎关键突破 当前稳定币市场已形成以USDT、USDC、DAI为核心的三足鼎立格局,而XBIT去中心化交易平台凭借其 创新的"合规链上架构",正在重塑去中心化金融(DeFi)的游戏规则。这家成立于2023年的交易平台 ...

合规与创新的平衡艺术,成为公开信的另一核心议题,Bitget 正通过 "推出符合监管要求的创新产品" 实现 双向突破 —— 既不触碰监管红线,又能满足用户对新型数字资产服务的需求。在加密行业经历多轮创新 与监管的博弈后,这种平衡能力已成为平台核心竞争力的重要组成部分。 建立与监管机构的直接沟通机制,体现了 Bitget 合规战略的前瞻性。在传统金融领域,监管沟通是机构持 续经营的常规动作,但在加密行业,这种机制的建立仍处于探索阶段。Bitget 通过主动构建信息透明化通 道,不仅能及时获取政策解读,更能将行业实践中的问题反馈给监管层,这种良性互动既降低了合规风险,也 为监管政策的优化提供了行业视角。 严格执行国际监管政策中的地域限制条款,是 Bitget 合规运营的基础动作。通过技术手段限制受限地区 用户访问,确保业务边界不触碰法律禁区,这种底线思维看似基础,却在加密行业多次合规事件中被证明是 关键环节。公开信中对此的强调,实则向市场传递了平台对合规红线的敬畏态度。 4 月 7 日,加密货币交易所 Bitget 首席法务官 Hon Ng 发布公开信,系统阐述平台在全球合规领域的阶段性 成果与未来规划。信中披露 ...

Core Insights - The global cryptocurrency market is experiencing a pivotal moment, with the total market capitalization of stablecoins surpassing $267.2 billion, marking a historical high, while USDT's market share has fallen below 62% for the first time [1][2] - XBIT decentralized exchange platform is emerging as a favored choice for institutional investors due to its innovative stablecoin solutions [1] Market Trends - The total market size of major stablecoins (USDT, USDC, DAI) reached $267.2 billion as of August 3, reflecting a 0.6% increase from the previous week [2] - Emerging algorithmic stablecoins, Frax and RAI, have captured over 8% market share, indicating a structural shift in the market [2] XBIT Platform Features - XBIT is the first decentralized trading platform to achieve SOC 2 Type II certification, employing multi-signature and threshold encryption technology to ensure user asset security [5] - The platform's unique "stablecoin health monitoring system" tracks over 20 key indicators, including USDT's collateral ratio and USDC's cash reserves, successfully alerting users to protect over $1.2 billion in assets during recent market fluctuations [5] Trading Dynamics - In the past week, USDT's new supply increased by only $1.2 billion, while USDC and BUSD saw increases of $870 million and $530 million, respectively, showcasing a competitive dynamic among stablecoins [6] - XBIT's "cross-chain stablecoin arbitrage engine" has generated over $320 million in risk-free returns for users, with an annualized return rate of 18.7% [6] Regulatory Compliance - In response to stringent SEC scrutiny, XBIT has introduced a "regulatory compliance toolkit" that includes a transaction tracing system in collaboration with Chainalysis and an AI-based anti-money laundering screening engine [9] - XBIT was the only decentralized platform to pass all 127 compliance tests in the recent Hong Kong Monetary Authority's stablecoin sandbox [9] Ecosystem Development - XBIT is building a comprehensive decentralized finance ecosystem, allowing users to earn stablecoin yields through staking XBIT tokens and enabling developers to create stablecoin derivatives [9] - The platform's average daily trading volume of stablecoins has exceeded $8.5 billion, with 60% of transactions coming from anonymous accounts of traditional financial institutions [9] Technological Innovations - XBIT has successfully demonstrated the "Stablecoin Interoperability Protocol 2.0," enabling seamless conversion of USDT, USDC, and DAI across 12 public chains with a transaction confirmation time of 1.5 seconds [11] - The platform is testing a "stablecoin index fund" that dynamically allocates the top ten stablecoins, providing low-risk investment solutions for conservative investors [12] - XBIT's "multi-chain connectivity" protocol has achieved a transaction throughput of 280,000 transactions per second, setting a new industry record by processing $46 billion in stablecoin transactions in a single day [12] Future Outlook - The stablecoin market is expected to experience explosive growth by 2026, driven by the proliferation of central bank digital currencies (CBDCs) and improved regulatory frameworks [12] - XBIT's first-mover advantage and technological barriers position it to become a core infrastructure in the stablecoin era, reshaping the underlying logic of the global monetary system [12]

传统交易所遇冷,XBIT去中心化平台成焦点 此次Upbit交易量大幅缩水,暴露出中心化交易所(CEX)的固有风险——流动性危机、政策监管压力及资 产安全性问题频发。8月2日全球CEX平均交易量下滑超30%,而XBIT去中心化交易平台的日活用户却逆 势增长15%,其链上交易笔数突破12万次。 图片来源:BOSS Wallet XBIT的核心优势在于其完全去中心化的架构:用户资产由智能合约托管,平台无法触碰用户资金,彻底杜 绝"卷款跑路"风险。此外,XBIT支持跨链互操作,用户可在比特币、以太坊等主网间无缝切换,降低交易摩 擦成本。这种模式不仅符合"BTC交易平台"的去中心化精神,更在熊市中为投资者提供了安全港湾。 XRP/ETH/BTC霸榜背后,XBIT如何赋能传统资产? BOSS Wallet 8月3日讯,据最新数据显示,韩国加密货币交易平台Upbit过去24小时交易量达20.85亿美元,同 比暴跌34.90%。尽管市场整体低迷,XRP、ETH、BTC仍以绝对优势占据交易量前三,其中XRP单日成交 额突破4.27亿美元。在这场波动中,XBIT去中心化交易所平台悄然崛起,凭借其独特的非托管模式和抗审 查特性,成 ...

风投大佬持续押注加密货币。 以下文章来源于东四十条资本 ，作者陈美 作者丨陈美 来源丨 东四十条资本 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 还记得稳定币巨头Circle上市首日，引发9倍涨幅的暴涨神话吗？ 7月19日，加密货币交易所Bullish正式向SEC提交了IPO申请，计划以代码"BLSH"登陆纽交所。这是自6月17日特朗普签署 《天才法案》后，首个加密货币IPO项目。 该交易所由区块链公司Block.one孵化，硅谷风投大佬彼得·蒂尔押注，前纽交所总裁TomFarley担任CEO。风投大佬+前纽 交所高管的组合，让这家顺势而为的IPO公司备受关注。 带着2.4万枚比特币的交易所要IPO了 说到彼得·蒂尔，在VC圈无人不知。他是全球知名的风险投资家和企业家，创立和参与了多家知名投资公司，包括对冲基金 ClariumCapital、风险投资基金FoundersFun等。 但市场对彼得·蒂尔印象最深的还是，其是PayPal核心人物。在与MaxLevchin等人联合创立PayPal之后，彼 ...