幣圈脈動——市場觀點

StarkWare has unveiled a Private KYC demonstration on Starknet, introducing a fundamentally new approach to identity verification in digital finance. Instead of requiring users to submit full passports, residential addresses, or sensitive personal information, the system only verifies whether they meet specific conditions, such as being of legal age, possessing valid identification documents, or residing in an approved jurisdiction.The solution is built on zero-knowledge proof (ZK proof) technol

Chainlink has announced its participation in Project Pangea alongside banking consortiums in Europe and South Korea to explore the use of stablecoins for cross-border foreign exchange payments. The initiative aims to leverage euro- and Korean won-backed stablecoins to facilitate near real-time FX transactions, reducing dependence on traditional payment systems and financial intermediaries.Although Project Pangea remains in the research phase, the initiative highlights the growing interest among

Prediction market platform Polymarket has become the victim of a phishing attack involving malicious code injected into its website interface, resulting in at least 11 users losing approximately $2.94 million in assets. According to Polymarket, the incident originated from a compromised third-party service provider, enabling attackers to deploy malicious code within the platform's user interface.Although Polymarket quickly resolved the issue and pledged to fully reimburse affected users, the inc

India’s cryptocurrency market is facing an unusual situation: traders are paying significantly more than the global value of dollar-pegged digital assets, especially USDT (Tether), as a shortage of available stablecoins pushes prices higher. The premium on USDT in India has reportedly crossed 8.5%, creating a gap between the local crypto market and international dollar rates.This development has raised questions about why a digital asset designed to maintain a stable value against the US dollar

Franklin Templeton has filed for two new Bitcoin-focused ETFs with a unique investment structure: using dividends generated from stock holdings to automatically purchase additional Bitcoin. If approved, these could become some of the first ETFs to combine a traditional equity investment strategy with automated Bitcoin accumulation.The move reflects a growing trend on Wall Street, where financial institutions are increasingly looking for ways to incorporate Bitcoin into long-term investment portf

MoneyGram has officially become a validator on the Solana network, marking a new milestone in the blockchain strategy of one of the world's largest money transfer companies. The move comes just weeks after MoneyGram launched its own stablecoin, MGUSD, signaling that the company is no longer merely using blockchain as a payment tool but is now directly participating in the infrastructure that powers the network.This development reflects a broader trend across the financial industry: traditional r

Ethereum has witnessed the emergence of a new independent research organization called Ethlabs, founded by five former senior researchers from the Ethereum Foundation. Backed by major industry players including Bitmine, SharpLink, and Ethereum co-founder Joe Lubin, Ethlabs aims to prepare Ethereum for the next wave of adoption driven by financial institutions, tokenized real-world assets (RWAs), and AI-powered autonomous financial systems.The launch comes at a time when Ethereum is increasingly

The artificial intelligence (AI) investment boom received a powerful new boost on June 24, 2026, when semiconductor giants Qualcomm and Micron Technology delivered forecasts that reignited investor enthusiasm across the technology sector. Within hours, AI-related chip stocks collectively added more than $400 billion in market value, reversing concerns that had recently emerged about the sustainability of the AI rally. The surge highlighted a simple but powerful message: demand for AI infrastruct

OverviewSpaceX shares fell to $154.60 at Monday's close on June 22, capping a three-session reversal that erased roughly $600 billion from the stock's closing peak and, measured from the June 16 intraday high of $225.64, wiped out close to $920 billion in paper value in a matter of days. The single worst session ran 16.4% and took out more than $400 billion on its own. The headline numbers read like a collapse, yet the company that just completed the largest IPO in history remains valued near $2

OverviewStrategy's common stock broke below $100 on June 24 for the first time since March 2024, touching an intraday low near $92 and trading at roughly two-thirds of the net asset value of the Bitcoin sitting on its own balance sheet. With 847,363 BTC worth about $52 billion against an equity market capitalization near $34 billion, MSTR now trades at a diluted mNAV below 1.0, the market is pricing the wrapper at a discount to the coins inside it, a condition that did not exist through any prio