crypto-66

据 BitcoinTreasuries net 数据，全球持有比特币最多的 100 家上市公司合计持有 1,264,867 枚 BTC，约占比特币 2100 万枚最大供应量的 6.02%。其中，Strategy 持有 847,363 枚 BTC 位居第一，Twenty One Capital 持有 43,514 枚，Metaplanet 持有 43,000 枚，MARA Holdings 持有 36,303 枚，Bitcoin Standard Treasury Company 持有 30,021 枚

Glassnode 在最新周报中表示，BTC 跌破 6 万美元后仍处于调整阶段，现货 ETF 持续流出和期权市场防御性仓位上升继续压制情绪。但链上数据显示，长期持有者已重新转向累积，多个钱包群体也开始吸收供应，其中 <1 BTC 和 100–1000 BTC 持有群体累积趋势最强。Glassnode 称，目前约 1083 万枚 BTC 处于亏损状态，高于仍处于盈利状态的 922 万枚 BTC，显示市场压力仍大，但筹码正逐渐转向更有耐心的资金。Glassnode 认为，BTC 正从分发阶段向累积阶段过渡，但 ETF 资金流、杠杆多头和隐含波动率显示市场仍可能经历进一步波动

US stocks crypto sector broadly rises; over the past 24 hours, COIN (Coinbase) is up 15%, SBET (Sharplink) is up 15%, MSTR (Strategy) is up 13%, GEMI (Gemini) is up 12%, and CRCL (Circle) is up 5.25%.

According to a TRM Labs report, in the first half of 2026 there were 207 crypto-hacking and vulnerability-exploitation incidents, the highest level in any six-month period since its records began. Total losses were $972 million, less than half of the $2.3 billion in the same period of 2025. The report states that the typical loss per incident is about $219,000. In the second quarter, there were 123 incidents, setting a new quarterly high. Smart contract exploits accounted for the majority, with 125 incidents, mainly targeting DeFi protocols, decentralized exchanges, and token projects. Infrastructure and operational security incidents accounted for only about 15%, but caused about 76% of the losses. Two North Korea–linked attacks in April dominated first-half losses: Drift Protocol was stolen of about $285 million, and KelpDAO lost about $292 million, totaling about $577 million. TRM Labs estimates that about $643 million in losses in the first half of 2026 can be attributed to North Korea–linked hacker attacks, representing about 66% of total losses.

On June 30, investment bank TD Cowen lowered its Strategy target price from $400 to $260, maintaining a “Buy” rating. The report said the reduction was mainly due to weaker expectations for the Bitcoin price rather than the latest Strategy-released numbers under its digital credit capital framework

The investment turning point for robots in the second half of the year is approaching, continuing to track it

#比特币下探58000美元

Bitcoin has, in the past couple of days, effectively been dealt a bucket of cold water to the bulls. Influenced by macro inflation data and the Federal Reserve’s more hawkish expectations, along with continued net outflows from ETFs and large options expiries, BTC directly fell below the $60,000 level and continued to slide to around $58,000, triggering liquidations worth hundreds of millions of dollars across the entire market.

At the moment, market sentiment can be described as being in a state of “extreme panic.” On the technical side, breaking key moving averages makes the near-term outlook look rather bleak. But from another perspective, the $58,000 area has long been a strong historical support zone—each time it’s tested, buy orders tend to show up.

For spot traders, this kind of irrational sell-off caused by a chain reaction of leveraged liquidations is often accompanied by a clearing of excess “bubble” exposure. While the short-term pain is hard to endure, it can also be a good opportunity to observe whether the market base is stabilizing. Keep a close watch on upcoming Non-Farm Payrolls data and the Fed’s minutes, stay calm, and do not blindly take on high leverage.

#BTC #比特币 #加密货币

On June 26, according to Fortune, San Francisco-based crypto venture capital firm Framework Ventures announced the completion of fundraising for its fourth fund, with a size of $400 million. Investors include endowments, Ivy League university endowment funds, sovereign wealth funds, and nonprofit organizations. The fund will focus on the "frontier technology" track, investing across sectors ranging from cryptocurrencies to AI, robotics, and energy. So far, the fund has deployed about half of its capital. Founded in 2019, Framework Ventures made early investments in DeFi protocols Aave and Chainlink; as of December 2025, it managed assets totaling $1.28 billion. This expansion aligns with trends among peers such as Paradigm and Haun Ventures, reflecting an industry shift in which leading crypto venture firms accelerate their transition into the AI space amid a downturn in the crypto market.

DeepSeek's first funding round is likely locked in. Founder Liang Wenfeng is personally putting in around 200 billion, making him the largest single investor in this round; Tencent is contributing about 100 billion; the CATL ecosystem is putting in around 50 billion, including CATL and Puxian Capital; NetEase, JD.com, Monolith Lisi Capital, and IDG Capital are all chipping in around 30 billion each; Zhengxin Valley Investment and Shixiang Technology are each investing about 15 billion.

According to Onchain Lens, a certain whale opened a long position of 31,957 ETH with 5x leverage, valued at $54.98 million, with a liquidation price of $1,365.57.

Michael Saylor, founder and executive chairman of the Bitcoin treasury company Strategy, has dropped more info on the Bitcoin Tracker, captioned: "Still adding dots..." Following the usual trend, Strategy always reveals their Bitcoin accumulation info the day after related news drops.

China-led mBridge digital currency cross-border payment platform is nearing commercial launch, and will establish an operational entity in Hong Kong.

According to Lookonchain's monitoring, a mysterious whale has been continuously stacking up over the past 3 days, accumulating 10,800 ETH for about 17.94 million USDC, with an average entry price of around $1,661.

According to Arkham's monitoring, the user "wenyu8888888" is going short on SpaceX pre-IPO token SPCX using 2x leverage, with a short position amounting to $5.7 million, which is the entirety of their account funds. SpaceX is set to kick off public trading tomorrow.

Bernstein: Bitcoin inflows have slowed significantly due to retail investors shifting to AI, not quantum computing risks

According to TechFlow, on June 09, CoinDesk reported that Wall Street broker Bernstein released a research report stating that the main driver behind Bitcoin's price weakness in 2026 is the slowdown in capital flows, rather than market fears of quantum computing threats. The report shows that this year, Bitcoin treasury companies and ETFs attracted about $12 billion in inflows, a significant drop from $60 billion in 2025; ETFs recorded about $2.6 billion in net outflows based on a $75 billion asset base, with new demand mainly coming from corporate buyers like MicroStrategy (MSTR).

Bernstein analysts attribute the slowdown in capital to retail investors flocking to AI-related assets, with this year’s strongest performance in the crypto market concentrated on tokenized stocks and commodities. Nonetheless, analysts believe that the outflows from ETFs are still moderate, and the structure of Bitcoin investors has shifted from being retail-dominated to a more diverse group including ETFs, corporate treasuries, wealth management platforms, pension funds, and sovereign investors, indicating a healthier market structure and that the long-term value storage logic remains intact.

Binance is delisting COS, D, HIGH, and MBOX

According to the official announcement, Binance will delist Contentos (COS), Dar Open Network (D), Highstreet (HIGH), and MOBOX (MBOX) on June 19th at 11:00 AM Beijing time.

Data shows that Bitcoin's market cap has dropped to the 16th spot among global mainstream assets, currently at $1.26 trillion, while Ethereum's market cap has fallen to the 104th position, now reported at $211.6 billion.

On June 4th, according to a notice from Futu Holdings, in order to comply with the industry's regulatory requirements during the 2-year concentrated rectification period and to promote the standardized development of cross-border securities business, there will be corresponding adjustments for existing investors in mainland China.

Starting from June 12, 2026 (Beijing time): there will be the following adjustments to investment accounts: 1. Trading services in mainland China: all buy (opening) trades for stocks and other products will be suspended, but sell (closing) trades will not be affected. 2. Fund transfer services in mainland China: fund inflow services will be suspended.

CME is set to launch 24/7 Bitcoin futures trading.

🚀 Vitalik speaks up! Vitalik promises to streamline the EF organization and reduce ETH sell-offs, is the community stable now?
For a long time, the Ethereum Foundation (EF) has been regularly dumping ETH to raise operational funds, which always makes the community shout "market crash". But this time, Vitalik Buterin stepped in to give everyone a sense of security!
Vitalik clearly committed to fully streamline the Ethereum Foundation (EF) organization to improve the efficiency of fund usage. More importantly, he stated that the frequency and scale of EF's ETH sell-offs will be significantly reduced, shifting towards more diverse and sustainable ecological funding models.
Key point: EF's role is as an ecological "igniter", not a "long-term cash cow".
This statement undoubtedly boosted market confidence. Streamlining the organization means Ethereum is moving towards a more decentralized and efficient direction; reducing sell-offs directly alleviates the selling pressure in the secondary market.

#以太坊 #ETH #Vitalik
#vitalik承诺精简ef减售eth