BSC News

Según los datos de @CoinGecko al 3 de julio de 2026, $ANSEM está liderando la atención del mercado en toda la lista de tendencias de la plataforma, con $BTC y $PENGU siguiéndole de cerca. La instantánea refleja una notable concentración del interés minorista dentro del ecosistema de $SOL, que continúa manteniendo una capitalización de alrededor de $47.0B mientras la velocidad de negociación aumenta.
El ecosistema de Solana impulsa la concentración de liquidez
La red $SOL sigue siendo un foco de actividad en cadena. El ecosistema de Solana ha demostrado resiliencia, desacoplándose de las tendencias más amplias del mercado, con un crecimiento impulsado por volúmenes récord de acciones tokenizadas y una capuchón de stablecoin de $15.77B. Esa profundidad estructural ayuda a explicar por qué tantos de los activos que hoy están en tendencia, incluido $ANSEM, son nativos del ecosistema de Solana o están estrechamente vinculados a él. El memecoin de Solana $ANSEM se disparó 190x en 24 horas en su pico de demanda, alcanzando una capitalización de mercado de $125M a medida que se intensificó la atención de los influencers.

Fake Streams, Real Money
@Spotify has issued a formal directive to prediction market platforms Kalshi and @Polymarket, ordering both to remove its corporate branding and publicly confirm that no official partnership exists between them. The move follows a Bloomberg report revealing that traders systematically manipulated Spotify's streaming charts to influence the settlement of music-related prediction markets.
At the centre of the incident is Malcolm Todd's song "Earrings." Spotify spotted and removed over 500,000 artificial streams that had unexpectedly turned the track into one of the most popular songs on its charts. The artificial numbers had already been used to settle a Kalshi market tied to the most frequently streamed Spotify song in the US in June, which had attracted $3 million in trading.
Traders who positioned early, when Todd's probability of topping the chart stood under 3%, potentially realized 30-fold gains. The song was so unlikely to top the chart that it was not even listed as a betting option on Kalshi's competitor, Polymarket. One Kalshi trader, Caleb Davies, flagged the anomaly publicly. He noted that the Sunday-to-Monday streaming change represented "a 11.24 sigma event, or a roughly 1 in 77 octillion chance of happening randomly."
Spotify Pushes Back, Platforms Face Questions
At Spotify's request, Kalshi has removed Spotify's logo from its betting markets and deleted language suggesting Spotify had verified the chart results. Kalshi confirmed it was in contact with Spotify and "actively investigating this matter." Polymarket did not respond to requests for comment.
Kalshi had already paid out Malcolm Todd bettors based on the flawed data. Spotify, for its part, was clear about its own position. "All streaming services face ever-changing stream manipulation," the company said in a statement, adding that it has "best in class detection and mitigation practices" and does not pay out royalties on manipulated streams. The platform also announced it would add additional checks before publishing chart results.
As of the time of reporting, there is no suggestion that Todd or his team was affiliated with the streaming manipulation. The episode highlights a broader structural tension: the notion that the average music listener can now profit on results they have a chance to manipulate only further incentivises the activity. This is not the first integrity concern for Kalshi either, as earlier this year a MrBeast editor was accused of insider trading over the YouTuber's videos on the platform.
Sources:
Bloomberg: Spotify Challenges Prediction Markets After Song Chart Rigging
The Hollywood Reporter: Spotify Pulls Streams On a Hit Song Over Alleged Fraud Tied to Kalshi Betting
Stereogum: Spotify Confirms Streaming Fraud After Kalshi Trader Flags Suspicious Malcolm Todd Numbers

El analista detecta un cambio en la estructura del mercado
El destacado analista de mercados @Cryptocapo_ ha identificado lo que él describe como un cambio definitivo en la estructura del mercado cripto, advirtiendo que los activos digitales podrían estar entrando en lo que sería una de las “rallies más odiadas” de la historia reciente. La evaluación apunta a un movimiento alcista prolongado que se construye en silencio bajo una superficie marcada por el escepticismo persistente y una acumulación importante.
El planteamiento de un “rally más odiado” es intencional. Se refiere a un avance del mercado que se desarrolla mientras la mayoría de los participantes permanece en la incredulidad o, directamente, es bajista, lo que significa que menos traders están posicionados para beneficiarse del movimiento. @Cryptocapo_ ha afirmado que las criptomonedas parecen estar en una fase de acumulación, y que cualquier movimiento al alza podría durar semanas o meses, calificándose como uno de los rallies más odiados. La implicación es que la propia falta de popularidad del rally podría ser el combustible que lo sostenga.

De ancla corporativa a asignador flexible
La estrategia de Michael Saylor ha pasado años consolidándose como uno de los compradores de $BTC más consistentes y visibles, pero el director de inversiones de Bitwise, Matt Hougan, cree que esa era está llegando a su fin. En su último memorando semanal, Hougan sostuvo que la volatilidad reciente en la acción preferente de STRC de Strategy parece una liquidación propia de la fase final del ciclo, más que una señal de daños estructurales más serios.
Bitcoin cayó por debajo de los $60.000 a finales de junio, su nivel más bajo desde 2024. Una caída que Hougan atribuyó en gran medida a la turbulencia en torno a STRC, el instrumento de equity preferente perpetuo que Strategy utiliza para ayudar a financiar sus compras de Bitcoin. STRC se lanzó el año pasado con el objetivo de un valor nominal de $100 y pagó inicialmente un rendimiento del 9%, y Strategy aceptó aumentarlo en 0,25 a 0,50 puntos porcentuales cada vez que el precio se desviara por debajo de $100. El mecanismo funcionó durante un tiempo: la tasa subió hasta el 11,5% y los inversores vertieron $10,5 mil millones en el instrumento. Sin embargo, como Bitcoin y MSTR cayeron durante las semanas siguientes, los inversores empezaron a dudar de que Strategy pudiera o quisiera seguir pagando el dividendo de STRC, y el precio se desvió del valor nominal, cayendo hasta tan bajo como $75.

El token nativo de MemeCore ha protagonizado una recuperación pronunciada, subiendo más de un 100% durante la última semana y ganando un 42% en las últimas 24 horas, después de que el proyecto anunciara un programa estratégico de recompra de tesorería por más de 10 millones de dólares.
Un rebote construido sobre una recompra
El repunte llega tras el lanzamiento de una iniciativa de recompra estructurada diseñada para absorber la presión vendedora y señalar confianza por parte del equipo del proyecto. El movimiento llega en un momento crítico para MemeCore, que opera un programa de recompra orientado a utilizar los ingresos del ecosistema para comprar tokens, lo que podría respaldar la recuperación después de la caída.

Una billetera vinculada a un traficante de drogas irlandés condenado, Clifton Collins, transfirió otros 500 $BTC, con un valor aproximado de 30.85 millones de dólares, a Coinbase Prime el 3 de julio, según la firma de analítica en cadena Lookonchain. El movimiento marca la tercera de este tipo en 2026 y una de las operaciones de aplicación de la ley más seguidas en la historia de Bitcoin.
Un patrón de recuperaciones en 2026
La Oficina de Bienes Criminales de Irlanda (CAB) confirmó la incautación en un comunicado oficial el 2 de julio, señalando que los últimos 500 $BTC, valorados en aproximadamente 30.91 millones de dólares, fueron identificados como producto de un delito. La oficina indicó que la recuperación eleva sus incautaciones totales de Bitcoin en 2026 a 1,500 BTC, que actualmente tienen un valor de más de 90 millones de dólares, todo vinculado al mismo caso. La CAB acreditó el papel del Centro Europeo de Ciberdelincuencia de Europol en la operación.

Hedera ha anunciado que Fireblocks ahora es compatible con el Hedera Token Service (HTS), abriendo una custodia de nivel institucional para los activos nativos de HTS a través de la plataforma de Fireblocks.
Lo que cubre la integración
El movimiento permite que los clientes de Fireblocks mantengan tokens de HTS junto con sus carteras actuales de activos digitales, sin necesidad de infraestructura separada ni configuración adicional. La compatibilidad con USDC está activa a nivel global desde el primer día, y las nuevas billeteras ya no necesitan financiación inicial de $HBAR para comenzar, eliminando un punto de fricción de larga data para las instituciones que entran en el ecosistema de Hedera.

Lynch: A Rulebook Only Works If Major Players Are Inside It
Gillian Lynch, Binance's head of Europe and the UK, has come out in support of the European Union's Markets in Crypto-Assets regulation, arguing that its ultimate test is not the number of rules it creates but the number of firms it draws into the regulated perimeter. Lynch contends that a rulebook carries little weight if the largest players remain outside it, and she continues to back the current architecture under which national regulators grant licenses and ESMA oversees the biggest firms.
Her comments carry added weight given the circumstances. On June 24, 2026, Binance officially withdrew its MiCA license application filed with Greece's Hellenic Capital Market Commission (HCMC). The exchange cited slow timelines and no formal decision as reasons for the exit, just six days before the EU's hard regulatory deadline of July 1, 2026. Reuters had reported that officials in Greece, Ireland, and Latvia jointly tracked the bid, raising concerns about Binance's past legal issues and corporate structure.
What Comes Next for Binance in Europe
Binance confirmed it will now pursue MiCA authorization in another EU member state, though it has not yet named the country officially. The exchange has since indicated it plans to pursue authorization in another EU member state, reported to be France. MiCA requires a license in at least one of the 27 EU states, which then passports across the bloc, or firms must wind down.
Exchanges were given until June 30, 2026 to obtain authorization from a national regulator within the bloc, a deadline the vast majority failed to meet. According to ESMA, only around 210 firms had obtained full authorization by May, out of more than 1,200 that previously held national crypto registrations across the EU. Exchanges that secured licenses include Coinbase, Kraken, OKX, and Crypto.com, all of which now hold a significant competitive advantage heading into the second half of 2026.
Binance has emphasized its continued commitment to the European market, plans to submit a new MiCA application in another EU member state, and has publicly stated that it is "not leaving Europe." For EU users, Binance says assets remain safe and secure, and withdrawals stay open.
Lynch's defence of MiCA's structure, even amid the exchange's own licensing difficulties, reflects a broader industry recognition that Europe's regulatory framework is here to stay. Europe remains too important a market for global exchanges to ignore, despite the higher compliance costs.
Sources:
Euronews: Binance to halt crypto services across EU after failing to secure MiCA approval
CoinDesk: Binance withdraws Greek MiCA bid but vows to remain in the EU
ESMA: Markets in Crypto-Assets Regulation (MiCA) official page

The Digital Asset Market CLARITY Act has picked up a significant and unexpected ally. The National Organization of Black Law Enforcement Executives (NOBLE) formally endorsed the legislation on July 1, becoming the first major law enforcement organization to publicly back the bill.
In a letter addressed to Senate Majority Leader John Thune and Minority Leader Chuck Schumer, NOBLE National President Reneé Hall concluded that the legislation "contains several provisions that would provide law enforcement with meaningful new capabilities while preserving longstanding criminal enforcement authorities." The group said the bill would expand regulatory obligations for digital asset industry participants, strengthen digital asset seizure authority and transparency, and tighten oversight of virtual asset kiosks.
A Divided Law Enforcement Landscape
The endorsement carries added weight because it lands directly against earlier opposition from within the law enforcement community. It comes after a June letter from four of the nation's largest police and prosecutor coalitions, which warned that a key provision of the bill could hobble criminal investigations. The White House Crypto Council had convened representatives from the National Sheriffs' Association, the Fraternal Order of Police, and the National District Attorneys' Association to address law enforcement objections to Section 604 of the CLARITY Act, the Blockchain Regulatory Certainty Act.
That section is at the heart of the dispute. The Blockchain Regulatory Certainty Act protects software developers that do not control people's money from being treated as money transmitters. Critics argue broad exemptions could reduce compliance hooks in investigations involving illicit fund flows, while supporters say neutral software developers should not be regulated as financial intermediaries. NOBLE's letter openly acknowledged that "members of the law enforcement community have expressed differing perspectives" on the bill.
Where the Bill Stands
The Senate Banking Committee advanced the CLARITY Act in May by a vote of 15 to 9. On June 1, a new version of the bill was published and placed on the Senate Legislative Calendar, making it formally eligible for full Senate floor consideration. The bill has already passed the House.
The path to enactment, however, remains demanding. To become law, the bill must clear a 60-vote Senate floor threshold, be reconciled with the Senate Agriculture Committee's version, and then be merged with the House-passed text before reaching the president. The bill still needs at least seven Democratic votes to clear that threshold, with key supporters making their backing conditional on unresolved issues.
NOBLE's endorsement does not resolve those outstanding hurdles, but it does shift the political terrain. The strongest remaining argument against the CLARITY Act had been that law enforcement opposes it. That argument is now demonstrably contested from within law enforcement itself.
Sources:
The Crypto Times: NOBLE Becomes First Police Group to Endorse CLARITY Act
CNBC: Crypto industry scores win as Clarity Act clears Senate hurdle
Latham & Watkins: US Crypto Policy Tracker

Movimiento de BTC por 61,8 millones de dólares que marca la actividad de la billetera de Draper
Una billetera posiblemente vinculada al multimillonario inversor de riesgo Tim Draper ha transferido 1.000 $BTC, con un valor aproximado de 61,8 millones de dólares, a Coinbase Prime, según la firma de análisis on-chain lookonchain. La transacción ha llamado la atención de inmediato de quienes siguen el mercado, y algunos especulan que podría indicar una posición institucional o un reequilibrio de cartera por parte de uno de los tenedores a largo plazo más destacados de Bitcoin.
Ni Draper ni su firma han comentado públicamente sobre la transferencia. La atribución de la billetera sigue sin confirmarse, y un único movimiento en la cadena no necesariamente indica una venta. Los grandes tenedores suelen mover fondos entre billeteras y plataformas de custodia por motivos operativos o de seguridad, y interpretar cualquier transacción aislada requiere cautela.

Andrew Tate vendió toda su asignación de tokens TATE de 650 millones por aproximadamente $23,000, según los datos on-chain compartidos por Whale Insider. La venta contradice directamente sus repetidas promesas públicas de mantener los tokens indefinidamente.
"¿Venderlo por qué? ¿Dinero? lol no voy a querer. Diamond Hands," escribió Tate en diciembre de 2024. Los tokens representaban aproximadamente el 65% del suministro total.
Una promesa rota en la blockchain
El rastreador on-chain Whale Insider informó que la billetera de Tate intercambió la asignación completa a través de Jupiter por $23,264. Vender dos tercios del suministro de un token por menos de $24,000 apunta a una liquidez casi inexistente en el mercado, lo que significa que incluso una presión de venta moderada puede mover los precios de forma drástica.

Crypto influencer Ansem (@blknoiz06) has laid out an ambitious goal for his $ANSEM token, framing it not simply as a speculative asset but as a tool for bringing ordinary users into crypto.
Speaking on a recent podcast, Ansem said the driving purpose behind the token is onboarding. "If I can get a million holders of this coin that I can direct to real things on chain, teaching them how to trade better, teaching them about stablecoins, that's what I really want to use it as, a funnel to onboard people into important things," he said.
One Million Holders, One Clear Goal
Ansem argued that profitable onchain events naturally attract fresh capital and attention, and he wants to channel that momentum constructively. His target is a community of one million holders, whom he plans to guide toward practical blockchain applications including stablecoins and decentralised trading.
He also addressed the question of accountability, arguing that controlling the token supply gives him greater responsibility than simply promoting projects run by anonymous developers, a dynamic he has previously acknowledged can lead to misaligned incentives.
Ansem has already airdropped roughly $7 million worth of $ANSEM to Solana users and said he will continue distributing tokens as the price rises in a push to grow the holder base toward that one million target. The primary catalyst behind the token's momentum has been his commitment to redistribute Pump.fun creator fees to the community through weekly random airdrops, rather than launching a separate personal token.
Token Background and Market Performance
The dominant version of the token, branded "The Black Bull," was launched on Pump.fun around June 17, 2026, with a developer spending roughly $6,300 to create it before transferring 650 million tokens to Ansem's wallet. Ansem did not originate the token but later embraced it rather than launching his own coin.
$ANSEM has risen more than 75,000% over the past seven days, significantly outperforming the broader cryptocurrency market. At the time of writing, the token was trading around $0.18 and had gained roughly 15% in the prior 24 hours. Market capitalisation stood above $73 million, based on approximately 420 million tokens in circulation.
Rugcheck.xyz has flagged a risk of market manipulation due to a large concentration of tokens held in one or more unidentified wallets. Multiple tokens share the ANSEM name, liquidity remains relatively limited, and wallet concentration could contribute to heightened volatility. Users should verify token contracts and understand the associated risks.
Sources
The Defiant: Ansem Airdrops $7M of $ANSEM Memecoin in Bid to Reach 1M Holders
CoinGecko: The Black Bull ($ANSEM) Live Price and Market Data
Crypto Briefing: Solana Daily Token Launches Hit 80-Day High as ANSEM Memecoin Debuts

Securitize ha hecho historia al convertirse en la primera empresa recién pública en debutar en la Bolsa de Nueva York y, al mismo tiempo, lanzar versiones tokenizadas de sus propias acciones tanto en Avalanche como en Solana, abriendo un nuevo capítulo para los mercados bursátiles basados en blockchain.
Un día histórico para las acciones tokenizadas
Securitize comenzó a cotizar en la NYSE el 2 de julio de 2026, bajo el ticker SECZ, después de la finalización de su fusión con Cantor Equity Partners II. Las acciones abrieron en 12,45 USD y cerraron el día en 12,30 USD. La cotización también llegó con un giro poco habitual: el mismo día, la empresa tokenizó aproximadamente 295 millones de dólares de su capital común Clase A en Solana y Avalanche, convirtiéndola en lo que la empresa describe como la mayor acción tokenizada patrocinada por el emisor jamás lanzada en su debut.

Larsen entre patrocinadores del intercambio del hijo del senador
Chris Larsen, cofundador y presidente ejecutivo de @Ripple Labs, supuestamente forma parte de un grupo de inversores que respalda la American Perpetuals Exchange Corp. (APEC), una nueva empresa de derivados fundada por Theodore Gillibrand, hijo de la senadora estadounidense Kirsten Gillibrand. No se divulgó la contribución exacta de Larsen, aunque la mayoría de los inversores individuales aportaron entre 5.000 y 10.000 dólares cada uno a la plataforma, que supuestamente recaudó 30 millones de dólares en total.
La recaudación valoró la startup de Theodore en 300 millones de dólares, una cifra impactante para una empresa que aún no ha lanzado. Lux Capital lideró la ronda de inversión, y un portavoz de la firma confirmó su papel. Theodore, un graduado reciente de la Universidad de Stanford, antes había tenido una beca en una firma de capital de riesgo centrada en criptomonedas, Paradigm, e hizo una pasantía en Andreessen Horowitz.

Pi Network (@PiCoreTeam) has called on its community of users, known as Pioneers, to take part in the Pi2Day 2026 Ecosystem Quest, a structured in-app challenge designed to showcase the network's latest feature releases.
What the Quest Involves
The quest guides Pioneers to complete activities that help them discover new apps, test ecosystem features, and understand how Pi's infrastructure supports utility creation across compute, AI, and identity. Certain steps require completing a quiz, so participants are encouraged to pay close attention to the details of the latest updates. Pioneers who complete the quest receive a special edition in-app badge accessible in Pi Chats and Pi Social Profiles, unlocked by tapping the "Pi2Day" icon on the top right of the Pi mining app home screen. The quest runs until July 13.
Three New Products at the Centre of Pi2Day 2026
The quest sits alongside three significant product launches that Pi Network unveiled on Pi2Day, observed on June 28, 2026. SoloHost is an open, permissionless framework on Pi Desktop where developers can build and list apps that support local AI and distributed computing use cases, with users able to run these apps on their own computers and engage with them through the Pi Browser on mobile. Pi Sign-in enables Pioneers to use their Pi account to log in to supported third-party websites and apps outside the Pi Browser. PiVerify, another notable launch, is an identity verification platform for businesses that combines AI-powered verification with human review, covering document verification, liveness detection, sanctions screening, AML checks, and duplicate account detection, with businesses paying for the service in Pi.
Together, these releases are intended to advance Pi's practical utility across compute, AI, and identity, with Pi offering its blockchain infrastructure and identity verification capabilities to external third parties as an incentive to join and contribute to the ecosystem. Pi Network has also said SoloHost is expected to eventually support distributed computing powered by its network of more than 420,000 Pi Nodes.
The Pi2Day initiative is part of a broader push by @PiCoreTeam to build real-world utility around $PI beyond its origins as a mobile mining app.
Sources:
Pi Network Official Blog: Pi2Day 2026
Coinpedia: Pi2Day 2026 New Launches
Bitget News: Pi Network Celebrates Pi2Day 2026

Russia is on track to launch its central bank digital currency (CBDC) on September 1, with Bank of Russia Governor Elvira Nabiullina declaring that preparations are complete. "Everything is ready for the widespread use of the digital ruble," Nabiullina said during a briefing at the Central Bank Financial Conference.
Russia's central bank governor confirmed that the country was prepared to roll out its CBDC following the timeline it laid out last year. The CBDC will launch as a complement to Russia's fiat currency and will initially be accepted by financial and credit institutions.
A Phased Rollout With Legal Backing
According to the Bank of Russia's first deputy governor, Vladimir Chistyukhin, the law allowing the digital ruble will be enacted on September 1, with a transition period running until July 2027. Retailers that are clients of major banks and whose revenue for the previous year exceeds 120 million rubles will also be required to accept payments in digital rubles starting from September 1, 2026.
The requirement will be extended to all banks in stages by September 2028, with banks holding a universal licence and their retail clients with annual revenue above 30 million rubles mandated to start processing digital ruble transactions on September 1, 2027. Retail outlets with annual revenue of less than 5 million rubles will be exempt from the obligation to accept digital ruble payments.
"Systemically important banks and large retailers will need to join in to accept it," Nabiullina said, adding: "Technologically, everything is ready; we've done a lot of preparatory work for this stage."
Geopolitical Context and Public Skepticism
Moscow has promoted the digital ruble as a tool for international transactions that bypasses foreign commercial banks and Western financial infrastructure like SWIFT, raising concerns about Russia's ability to evade sanctions. The launch has already been targeted by preemptive sanctions from European Union authorities, announced in April, in response to Russia's war of aggression against Ukraine.
Despite the official readiness, uptake is far from guaranteed. A recent survey found that 51% of Russians say they will not use the digital ruble, citing privacy and security concerns. Digital rubles will circulate alongside cash and non-cash rubles, and all transactions with the digital currency will be fee-free for Russian citizens.
Sources:
CoinTelegraph: Russia on Track for Digital Ruble Rollout on Sept. 1
Bank of Russia: Large-scale introduction of digital ruble to begin on 1 September 2026
Decrypt: Russia Is Ready for Widespread Use of Digital Ruble by September

@trishoolai, el equipo detrás del subred 23 de Bittensor's (@opentensor), ha lanzado HaloGuard 1.0, un modelo de seguridad de prompts en tiempo real que afirma ocupar el primer puesto en siete evaluaciones de seguridad establecidas. El lanzamiento, anunciado el 2 de julio, enfrenta a un modelo relativamente compacto con propuestas de laboratorios de IA mucho más grandes.
Modelos pequeños, resultados sólidos
HaloGuard viene en dos tamaños. La versión de 4B parámetros afirma el primer lugar en los siete benchmarks en los que fue probado. La versión de 0.8B se presenta como una opción ligera que supera a modelos varias veces más grandes, haciendo que la implementación con baja latencia sea mucho más práctica para desarrolladores que construyen sobre canalizaciones de IA o frameworks de agentes.

$MSTR vuelve a subir por encima de los $100 en medio de una recuperación más amplia del mercado cripto
Las acciones de @Strategy ($MSTR) volvieron a superar los $100 intradía el 2 de julio, ganando más de 7% ese día y ampliando una racha que comenzó después de que la empresa diera a conocer su Marco de Capital de Crédito Digital el 29 de junio. El movimiento llegó junto con un repunte más amplio del mercado cripto, con $BTC cotizando cerca de $61.500.
El marco representa un cambio significativo en la forma en que Strategy gestiona su estructura de capital. Según el anuncio oficial de la compañía, el plan incluye un programa de recompra de valores preferentes por $1.000 millones, una recompra separada de acciones ordinarias Clase A por $1.000 millones, una Política formal de Reserva en USD, una política de dividendos revisada para las acciones preferentes $STRC y un Programa de Monetización de Bitcoin que permite la venta de hasta $1.250 millones en $BTC para financiar reservas y atender obligaciones. La reserva en USD de la empresa se situó aproximadamente en $2,55 mil millones al 28 de junio, lo que proporciona alrededor de 25,9 meses de cobertura de liquidez cuando se combina con la capacidad de monetización de BTC.

A Hard Deadline for Mixed-Use Crawlers
Cloudflare has issued the AI industry a deadline to separate the web crawlers used for traditional search from those used for AI agents and model training. Starting September 15, 2026, its default settings will block mixed-use crawlers from any pages that host ads. Crawlers that blend search, agent use, and training will be blocked by default unless the site owner adjusts settings, and the changes apply to new customers, new sites set up by existing customers, and all existing free-tier users.
The move follows a broader shift in how Cloudflare frames the relationship between publishers and AI companies. Whereas the internet previously rewarded creators by directing users to original websites, AI crawlers now collect text, articles, and images to generate responses without sending users to the source, depriving publishers of traffic and advertising revenue.
While no company is named directly, the implication is clear. Cloudflare singled out Google for criticism, arguing that the search giant's dominance gives it access to roughly twice the web content available to other AI companies, because remaining discoverable in search effectively requires consenting to AI use. Google has pushed back, noting that it provides a bot called Google-Extended that lets site owners opt out of having their content used for AI training and products like Gemini, without affecting a site's inclusion in Google Search.
The scale of Cloudflare's position amplifies the policy's significance. Cloudflare handles roughly 20 percent of web traffic, giving it unusual leverage to reshape how AI companies access publisher content at scale. To underscore the stakes, Cloudflare cited crawl-to-referral ratios showing Google crawls sites about 14 times for every referral, while OpenAI's ratio stands at 1,700:1 and Anthropic's at 73,000:1.
From Pay Per Crawl to Pay Per Use
A year ago, Cloudflare launched Pay Per Crawl so publishers could charge AI companies for crawling their content. Now, it is evolving that into Pay Per Use, so publishers are paid when their content actually creates value, not just when it is fetched.
Cloudflare data suggests that over 50 percent of crawl traffic from AI crawlers is spent re-fetching unchanged pages, resulting in wasted bandwidth for publishers and wasted compute for AI companies. The Pay Per Use model is designed to correct that inefficiency by tying compensation to outcomes rather than activity.
Cloudflare is evolving Pay Per Crawl into a broader Pay Per Use model, where publishers could be paid when their content appears in an AI result or when an agent purchases premium information for a specific task. Ceramic.ai and You.com are among the first partners in the program. An Attribution Business Insights dashboard is also planned to show how AI bots access content, where that content is cited, and how much human traffic different AI platforms return.
The policy represents a significant structural challenge for AI companies that have built data pipelines around bulk, unrestricted web access. The change shifts web-crawl access from implicit to explicit and raises the operational cost of sourcing web-scale training data, since pipelines built on bulk crawling will need opt-in checks, credentials, or paid access.
Sources:
TechCrunch: Cloudflare's new policy pushes AI companies to pay for publishers' content
Cloudflare Blog: Control content use for AI training with managed robots.txt and blocking for monetized content
Cloudflare Press Release: Your Content, Your Rules

@dlnews, once the editorial arm of DeFi data platform @DefiLlama, has quietly changed hands. The outlet shut down in May 2026, but its website and X account are now being run by a new, unidentified owner. @DefiLlama has confirmed the handover while making clear it has no involvement whatsoever.
A Troubled Exit and an Opaque Sale
DL News launched in late 2022 as the editorial arm of DefiLlama, one of the most widely used data dashboards in decentralized finance. It was built with ambitions to raise the standard of crypto journalism, but the road was rocky from early on. A major conflict within DefiLlama in early 2023 left DL News effectively separated from its sister company, with minimal communication for the next two years. DL News kept the DefiLlama name and identity but lost access to its much larger audience and distribution network.
The DefiLlama-born newsroom grew revenue 270% in 2025 and crossed seven figures in annual sales, but it was not enough to survive an industry where AI is eating search traffic and audiences are shrinking fast. Traffic across crypto and tech media contracted severely, and AI accelerated the collapse of search distribution while enabling waves of parasitic aggregation. The outlet announced its closure at the end of May.
That broader pressure on crypto-native media is well documented. Last year, traffic to crypto-native media fell even as activity across the crypto economy remained strong, suggesting that people were increasingly following the industry through channels beyond specialist media.
DefiLlama Tried to Kill the Brand. It Couldn't.
What makes the situation more unusual is what happened after the shutdown. According to @DefiLlama, the analytics team attempted to acquire and retire the DL News brand after the closure, but was unable to do so. The reason: the DL News name belonged to Llama Corp, a separate Dubai-registered entity, not the analytics team itself. That left the door open for an outside buyer to step in.
New, unidentified owners have now taken over the site and the X account. @DefiLlama says it has zero involvement with whoever is now running the outlet. Core developer @0xngmi went further, publicly warning users not to trust anything published under the DL News name going forward. With the brand now in unknown hands and its original team long departed, that is a warning worth heeding.
The episode raises an uncomfortable question for the crypto media industry: when a newsroom shuts down, who is responsible for what comes next under its name?
Sources:
TheStreet Crypto: DL News shuts down after three years
Talking Biz News: Crypto news site DL News is closing
Crypto.news: Crypto-native media lost 33% of traffic in 2025