吴说区块链

1. Polymarket pUSD total supply has surpassed $500 million; 0.06% of addresses hold 55.34% of the balance link
According to data from @defioasis, Polymarket’s total pUSD supply has surpassed $500 million, with the number of total holders exceeding 1 million. Of these, 567 addresses hold more than 100,000 pUSD—meaning just 0.06% of addresses hold 55.34% of the pUSD balance. Addresses holding more than 1,000 pUSD account for 2.76% and collectively hold 90.34% of the pUSD balance. Meanwhile, 51.96% of holders own fewer than 10 pUSD, representing only 0.19% of the pUSD balance. pUSD represents Polymarket users’ cash flow balances. Although some users’ funds are entirely tied up in positions, this still reflects extreme wealth disparity within prediction markets.

According to FT, the Nasdaq-listed company Brera Holdings (now renamed Solmate), which raised $300 million in preferred stock financing led by ARK Invest and Abu Dhabi’s Pulsar Group, has seen its share price come under significant pressure after it pivoted into a Solana treasury/crypto holdings company. The company originally held stakes in lower-tier football clubs in Italy, North Macedonia, Mozambique, and Mongolia, but after its “strategic transformation” last year it began buying and stockpiling SOL. As the hype around the crypto treasury concept has cooled, Solmate’s stock price has fallen by more than 90% since the financing. FT says its Mongolian club, Brera Ilch FC, had previously been relegated from the Mongolian Super League and is not listed among the lower-tier league teams for the new season.

Wu Says has learned that crypto journalist Laura Shin posted that the current problem with Strategy is not Bitcoin itself, but the company’s capital structure is under pressure. She said STRC has fallen to about $75, a record low, implying a yield of roughly 15%; Strategy’s common stock has dropped to about $85, down 78% year to date, and the company’s issued U.S. dollar-denominated preferred shares are currently trading below par value. Laura Shin said that after STRC fell below par value and mNAV approached 1, Strategy’s financing leverage was impaired, and the mechanism that was originally used to buy BTC is now shifting toward raising cash to pay dividends. Grayscale research head Zach Pandl said that if Strategy sells at least $3 billion worth of BTC to cover most of its cash obligations over the next two years—or otherwise helps restore market confidence.

Wu Shuo learned that, according to Lookonchain monitoring, over the past month, “Big Brother Maji” Huang Licheng sold 34 Bored Ape Yacht Club (BAYC) NFTs, receiving 326 ETH (about $514,000). However, compared to his purchase cost, he lost about 399 ETH (about $631,000). It is suspected that this loss was covered by adding funds to his ETH long position on Hyperliquid. Among them, BAYC #6057 was bought for 76.84 ETH, but was recently sold for only 7.65 ETH, resulting in a loss of about 90%. Lookonchain said that he was recently liquidated multiple times on Hyperliquid. After another liquidation about 3 hours ago, his account balance was left with only about $81,000.

According to Taiwan’s Economic Daily, a Taichung district court has recently ruled that a Vietnamese man surnamed Su was guilty of “special money laundering,” marking the first case in Taiwan where an individual money changer was sentenced for that charge. Prosecutors said that while engaged in illegal individual money changer business, he received 16.91 million USDT worth about 15.6 million US dollars without verifying the identity of the customers, the source and destination of the funds, or keeping transaction records. He then sold the USDT through OKX’s over-the-counter trading system, with the buyer transferring Vietnamese dong into electronic wallets specified by the client, earning an exchange-rate spread of about US$6,200. The court held that individuals acting as money changers who carry out exchanges between virtual currencies and fiat currency are persons providing virtual asset services and should therefore be subject to anti–money laundering regulations. It ultimately sentenced him to 1 year and 3 months, suspended for 4 years, and ordered him to pay NT$500,000 (about US$15,000) to the public treasury.

Author | Ben Wu, a16z
Edit | Chopper, Foresight News
Original link:
https://www.techflowpost.com/zh-CN/article/30478
The emergence of cryptocurrencies isn’t just about reshaping money or moving databases onto the chain. It represents a deeper transformation: a shift from opaque systems to mechanisms that can be directly inspected, verified, and simulated. With publicly available, transparent code, predictable transaction settlement, and rules enforced by software that cannot be subjectively interpreted.
When it comes to hiring, however, many of the builders who created these systems quietly forget these principles. In the crypto industry, recruiting is often surprisingly traditional: educational background, big-company experience, and endorsements from well-known institutions still dominate early screening.

According to a Fidelity Digital Assets (2026 Look Ahead) report, as of the end of 2025, the number of publicly listed companies holding at least 1,000 BTC increased from 22 at the end of 2024 to 49, collectively controlling nearly 5% of Bitcoin’s total supply. As of early June 2026, tracking data shows that the number of publicly listed companies holding BTC has further risen to 170–199, collectively holding about 1.265 million BTC—around 6% of the total supply. Valued at prices at the time, this is roughly $76 billion. Among them, Strategy leads with about 847,000 BTC. Twenty One Capital, Metaplanet, and MARA Holdings hold approximately 43,500 BTC, 40,000 BTC, and 36,000 BTC, respectively. (CryptoBriefing)