Key Takeaways:SEC raises Bitcoin ETF options contract limit from 25,000 to 250,000.BlackRock’s iShares Bitcoin Trust (IBIT) stands to benefit most, per NYDIG.IBIT manages $85.5B in assets — over 4x larger than Fidelity’s FBTC.Expanded options strategies could reduce volatility and increase spot demand.SEC also approved in-kind redemption for crypto ETFs, reshaping market structure.BlackRock’s iShares Bitcoin Trust (IBIT) is expected to widen its lead as the dominant Bitcoin exchange-traded fund following a significant rule change by the U.S. Securities and Exchange Commission (SEC).According to a research note by Greg Cipolaro, Global Head of Research at NYDIG, the SEC this week raised the options position limit for ETFs from 25,000 to 250,000 contracts — a tenfold increase that applies to all ETFs offering options, including IBIT but not Fidelity’s FBTC, the second-largest Bitcoin ETF.“The change is likely to widen the monstrous lead that IBIT already has over the other players,” Cipolaro said.IBIT Already Dominates the Bitcoin ETF MarketIBIT currently manages $85.5 billion in assets, more than four times the $21.35 billion under management by Fidelity’s FBTC, according to data from CoinGlass. The sharp contrast in assets under management (AUM) could deepen now that IBIT can offer significantly larger options exposure.Higher Limits Enable Advanced Options StrategiesCipolaro emphasized that the SEC’s move will likely lead to reduced volatility and increased spot Bitcoin demand. Larger options capacity allows institutional investors to pursue covered call strategies, which can stabilize portfolio risk and attract inflows from risk-parity–focused funds.“Less volatility makes Bitcoin appealing on a risk-parity basis, potentially drawing in new capital,” Cipolaro explained.Bitcoin's volatility has already been trending lower over the past 12 months, and this shift may amplify that trend further, creating a feedback loop that boosts spot demand.SEC’s In-Kind Approval Changes Market StructureThe SEC’s ETF approvals this week also included the green light for in-kind creation and redemption, allowing the exchange of ETF shares for the underlying crypto assets instead of cash. This move addresses a longstanding request from ETF issuers and could reshape crypto ETF market dynamics.“It’s a key feature issuers had wanted,” Cipolaro noted, adding that Authorized Participants (APs) without crypto infrastructure may now find themselves at a disadvantage.Currently, only Jane Street and Virtu have crypto-capable affiliates able to execute both sides of in-kind redemptions. Other broker-dealers may need to partner or acquire crypto capabilities to remain competitive.Institutional Edge Widens for IBITAs the regulatory framework matures and technical limits expand, BlackRock’s IBIT is poised to solidify its dominance in the Bitcoin ETF space. With expanded options limits and favorable structural changes, IBIT may not only lead in AUM but also in liquidity, volatility control, and institutional adoption.

According to Foresight News, monitoring by NLNico reveals that Strategy did not make any additional Bitcoin purchases last week, aside from acquiring 21,021 Bitcoins through its STRC product.

Key Takeaways:Ether (ETH) “mega whales” continued aggressive accumulation during the weekend price dip.A single address reportedly bought $300 million worth of ETH via Galaxy Digital OTC.BlackRock’s Ethereum ETF has seen 10 consecutive days of inflows, totaling $1.7 billion.Ether whale address count has increased by over 200 since July, per Glassnode.ETH dipped below $3,400 but recovered to $3,560 by Monday.Ether (ETH) continues to attract major institutional and whale interest, with blockchain data showing substantial accumulation through the weekend market dip. According to Arkham Intelligence, one whale address alone acquired $300 million in ETH via over-the-counter (OTC) trades at Galaxy Digital, and now holds 79,461 ETH worth approximately $282.5 million.The aggressive buying comes amid sustained inflows into Ether-based exchange-traded products (ETPs), led by BlackRock’s iShares Ethereum Trust, which has seen $1.7 billion in inflows over the past 10 trading days. Data from Dune Analytics shows a 40% surge in on-chain ETH holdings by ETFs over the last 30 days.Whale Addresses on the RiseOn-chain analytics firm Glassnode reports that the number of “mega whale” addresses — wallets holding over 10,000 ETH — has increased by more than 200 since early July. This includes wallets associated with custodians, exchanges, and ETPs, indicating growing institutional demand.The increase in whale accumulation reflects a broader trend of confidence in ETH ahead of potential regulatory clarity and further inflows from traditional finance.ETH Price Rebounds After Weekend DipEther’s price briefly dropped below $3,400 over the weekend before rebounding to $3,560 on Monday. Market sentiment was initially rattled by soft U.S. labor data, which sparked fears of a broader risk-off trend. However, expectations of monetary easing could shift momentum back in favor of crypto.“The cooling labor market initially spooked investors, but rising odds of rate cuts could reverse the sell-off,” said Monika Mlodzianowska, Director of Strategic Partnerships at CoinW Exchange. “Liquidity tailwinds may return to crypto markets in the coming weeks.”August Historically Bearish for ETH, but Bullish Setups EmergingEther has posted losses in each of the last three Augusts, with double-digit drops in 2023 and 2024, per CoinGlass. However, during the 2021 bull market, ETH surged 35.6% in August, offering a reminder that macro conditions and sentiment can dramatically shift monthly patterns.Meanwhile, Eric Trump, son of U.S. President Donald Trump, urged his followers on X (formerly Twitter) to “buy the ETH dip” over the weekend — adding a political twist to the narrative. CNBC also spotlighted Ethereum, calling it “Wall Street’s invisible backbone” in a Saturday article, underscoring rising institutional recognition.Will Institutional Demand Offset Historical Seasonality?As Ether enters a historically weak month, the market is watching whether whale accumulation and ETF inflows can sustain momentum. With over $3.7 trillion in digital asset market cap still intact, institutional conviction appears strong — even as price action remains volatile, according to Cointelegraph.

The week’s highlight comes Thursday with initial jobless claims, expected to rise slightly to 221,000. source: https://coindoo.com/key-us-economic-signals-this-week-could-shape-bitcoins-next-big-move/

قد يؤدي تحديد نطاقات اختصاص واضحة لكل من هيئة SEC وهيئة CFTC إلى تخفيف مخاوف المستثمرين بشأن غموض قوانين الأوراق المالية. source: https://ar.cointelegraph.com/news/white-house-crypto-rules-sec-cftc-clarity-us-firms?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Some investors have begun placing bids on the memecoin USELESS in defiance of Solana co-founder Anatoly’s stance. source: https://ambcrypto.com/solanas-anatoly-yakovenko-calls-communities-useless-investors-turn-insult-into-profits/

Key Takeaways:Global crypto ETPs posted $223M in outflows last week, ending a 15-week inflow streak.Hawkish Fed comments and strong U.S. economic data weighed on investor sentiment.Bitcoin funds saw $404M in outflows, while Ether defied the trend with $133M in inflows.XRP, Solana, and Sui funds also recorded modest gains.Global cryptocurrency investment products saw their first weekly net outflows since April, as investors took profits and reacted to a more hawkish-than-expected U.S. Federal Reserve stance. According to CoinShares’ latest report published Monday, crypto ETPs experienced $223 million in outflows last week, breaking a 15-week streak of consecutive inflows.Despite strong early-week momentum with $883 million in inflows, sentiment reversed midweek following the Federal Open Market Committee (FOMC) meeting. A series of better-than-expected U.S. economic reports and comments from Fed Chair Jerome Powell reduced the likelihood of a September rate cut from 63% to just 40%, according to CME data.“Given that $12.2 billion in net inflows occurred over the last 30 days — 50% of year-to-date flows — a modest round of profit-taking is understandable,” CoinShares noted.Bitcoin Sees Largest Outflows as August BeginsBitcoin (BTC) investment products bore the brunt of the pullback, recording $404 million in outflows, as BTC enters August — historically one of its weakest months. Data from CoinGlass shows that Bitcoin’s median return in August is -7.49%, making it a historically challenging month for crypto markets.Still, analysts at Matrixport believe a potential rebound could emerge after the U.S. summer recess, as fiscal debates in Congress resume.“Fiscal uncertainty has historically supported hard assets like Bitcoin,” Matrixport said in a research note. “BTC could regain traction after Labor Day as investors refocus on macro risk.”Ether Defies Broader Retreat With $133M InflowsEther (ETH) stood out as the exception, attracting $133 million in net inflows despite broader market weakness. This marks the 15th consecutive week of positive inflows for Ether-based ETPs, underscoring persistent investor confidence in the asset.Other altcoins also saw positive flows:XRP: $31.2 millionSolana (SOL): $8.8 millionSui (SUI): $5.8 millionTrump’s Tariff Order Recalibrates Markets, Not Crashes ThemOn Thursday, former President Donald Trump signed an executive order imposing reciprocal import tariffs of 15% to 41% on goods from 68 countries, effective August 7. While the move rattled traditional markets, digital assets showed resilience.“The digital asset market remains firmly above $3.7 trillion, buoyed by institutional inflows and the prospect of regulatory clarity,” said Stella Zlatareva, dispatch editor at Nexo. “We may see gradual altcoin recovery as volatility stabilizes.”Cautious Optimism with Focus on September CatalystsWith the Fed now less likely to cut rates in September, and Bitcoin entering a historically bearish month, short-term caution is warranted. However, strong structural flows, positive sentiment around Ether, and renewed fiscal debates in Washington may provide new catalysts in Q4 2025.

Ethena’s USDe market cap soared 75% to $9. 3 billion, becoming crypto’s third-largest stablecoin, as regulatory clarity and new custody rails lure fresh capital. source: https://www.theblock.co/post/365414/ethenas-usde-stablecoin-market-cap?utm_source=rss&utm_medium=rss

Hong Kong, stablecoin, regulation, "Hong Kong Stablecoin Draft" officially takes effect Analysis of Hong Kong's digital asset regulation: development process + sandbox practice Golden Finance, witness history.

بيع رمز غير قابل للاستبدال (NFT) من مجموعة Bored Ape Yacht Club يحمل الرقم 7940 مقابل 666 إثيريوم، أي ما يعادل نحو 2. 3 مليون دولار أمريكي. تأتي هذه الصفقة في وقت يشهد فيه سوق الـNFT عودة محدودة للتداولات على الرموز النادرة، بعد فترة من الركود منذ ذروة طفرة عام 2021. ويُذكر أن القرود ذات السمات … source: https://btcacademy.online/%d8%a8%d9%8a%d8%b9-nft-%d9%85%d9%86-%d9%85%d8%ac%d9%85%d9%88%d8%b9%d8%a9-bored-ape-yacht-club-%d8%a8%d8%a3%d9%83%d8%ab%d8%b1-%d9%85%d9%86-2-%d9%85%d9%84%d9%8a%d9%88%d9%86-%d8%af%d9%88%d9%84%d8%a7/?utm_source=rss&utm_medium=rss&utm_campaign=%25d8%25a8%25d9%258a%25d8%25b9-nft-%25d9%2585%25d9%2586-%25d9%2585%25d8%25ac%25d9%2585%25d9%2588%25d8%25b9%25d8%25a9-bored-ape-yacht-club-%25d8%25a8%25d8%25a3%25d9%2583%25d8%25ab%25d8%25b1-%25d9%2585%25d9%2586-2-%25d9%2585%25d9%2584%25d9%258a%25d9%2588%25d9%2586-%25d8%25af%25d9%2588%25d9%2584%25d8%25a7

Digital asset investment products recorded $223 million in outflows last week, snapping a 15-week streak of inflows. source: https://cryptonews.com/news/crypto-investment-products-see-223m-in-outflows-amid-fed-jitters/

Recommended reading tonight: 1. Shocking BTC theft exposed: 120,000 Bitcoins worth $14.5 billion; on-chain news reveals the truth; 2. After ten years of refinement, Ethereum has become the foundation of the on-chain capital market; 3. The underlying logic behind Ethereum's leadership in the crypto market in July;

This article will focus on this incentive activity, briefly explain USDe/sUSDe and related platforms, and then analyze the systemic challenges hidden behind it from the perspectives of revenue structure, user behavior, and capital flow.

Recently, the concepts of "stablecoin" and "RWA" (tokenization of real-world assets) have become very popular. When they collide, a group of carefully disguised "fund pools" are quietly growing.

A powerful wartime drama set during one of the darkest periods in modern Chinese history is captivating audiences across China this summer, as the nation ramps up its campaign to mark the 80th anniversary of the end of World War II.

OpenAI raised $8.3 billion from top investors, boosting its valuation to $300 billion as it aims for a $40 billion total this year. The funding comes as the company faces pressure to switch to a full for-profit model and finalise new deals with Microsoft.

The UK’s Advertising Standards Authority (ASA) has officially banned a Coinbase's satarical advertisement, titled "Everything is Fine."

A Coinbase ad was banned from UK TV by the Advertising Standards Authority for its critical message about the country’s financial system. Coinbase’s CEO criticised the decision, saying the ban only drew more attention to the ad’s call for crypto innovation and updated regulation.

Hacker attack, Arkham, shocking BTC theft exposed: 120,000 Bitcoins, $14.5 billion. On-chain information reveals the truth. Golden Finance, why did a major BTC mining pool suddenly disappear 4 years ago? The answer is revealed.

VINE has been a MEME from the beginning to the end, carrying the market's expectations on whether the Vine short video platform that was originally shut down can be successfully restarted.