🔎 RESEARCH: Bitmine is offering up to $300M in preferred stock at 9.5% annually, but the dividend depends entirely on ETH price, the board can defer payments at will, and the only enforcement holders have is electing two directors after 18 months of missed payments. Bitmine… https://twitter.com/CointelegraphMT/status/2064026018822918288/photo/1
中文: 🔎 研究:Bitmine 提供的优先股每年高达 9.5%,但股息完全取决于 ETH 价格,董事会可自行推迟付款,而唯一的强制持有者在拖欠18个月后,将选出两名董事。 Bitmine...
⚡️ RESEARCH: Bitwise's European research arm put a model-implied fair value of $224,000 on Bitcoin this week, framed as a credit default swap on G20 sovereign debt. The framework comes from analyst Greg Foss's 2021 model, which prices Bitcoin as a non-correlated hedge against… https://twitter.com/CointelegraphMT/status/2062438786467004431/photo/1
中文: ⚡️ 研究:本周,Bitwise的欧洲研究部门将比特币的公允价值定为22.4万美元,该交易被定为对G20主权债务的信用违约互换。 该框架来自分析师格雷格·福斯2021年的模型,该模型将比特币定价为非相关对冲工具......
🔎 RESEARCH: https://trade.xyz/ just hit a new all-time high of $2.76B in daily open interest, pushing Hyperliquid's total HIP-3 open interest to a record $2.88B. That means https://trade.xyz/ now accounts for roughly 96% of all HIP-3 open interest. The bigger story is… https://twitter.com/CointelegraphMT/status/2061500896538988605/photo/1
中文: 🔎 研究: 日开盘价刚刚创下276亿美元的历史新高,使Hyper Liduk的HIP-3公开利率达到创纪录的28.8亿美元。这意味着 目前约占所有 HIP-3 开放兴趣的 96%。 更大的问题是......
🔎 RESEARCH: Agents are quietly taking over onchain payments Transactions on agentic payment protocols have come down significantly from their 2025 peak of around 21M per week to roughly 1M today, which on its own might suggest the trend is fading. But looking at who is… https://twitter.com/CointelegraphMT/status/2060420681184182547/photo/1
中文: 🔎 研究:代理机构正在悄然接管链上支付 有关代理支付协议的交易额已从2025年每周约2100万笔的峰值大幅下降至目前的约100万笔,这本身可能表明这一趋势正在消退。 但看看谁是谁......
https://x.com/i/article/2060034391083237376
⚡️ RESEARCH: Stablecoin issuers silently pocketed nearly 50% of all onchain fees in the last 30 days. Tether alone captured $442M, 30% of the entire market. Circle added another $197M. They out-earned every L1, every DEX, and every lending protocol combined. To put that number… https://twitter.com/CointelegraphMT/status/2059669042852692320/photo/1
中文: ⚡️ 研究:过去30天内,稳定币发行方悄然将所有链上费用中的近50%收入囊中。 仅泰特就占据了4.42亿美元,占整个市场的30%。Circle又增加了1.97亿美元。他们每获得1个贷款,每个DEX,以及每个贷款协议的总和。 将这个数字放进去......
Real-world assets are positioned to shift the industry from crypto to digital assets. That’s how @SergeyNazarov sees the next phase of the industry. The data is starting to support the thesis. In the first five months of 2026, the value of RWAs deployed on public blockchains… https://twitter.com/CointelegraphMT/status/2059260365750575296/photo/1
中文: 现实世界的资产将推动行业从加密货币转向数字资产。 正是@SergeyNazarov 看待行业下一阶段的方式。数据开始支持这一论点。 2026年的前五个月,公共区块链上部署的RWA价值......