Key Takeaways:Ethereum outpaces Solana in short-term capital inflows as SOL/ETH Hot Capital Ratio hits YTD lows.ETH open interest reaches record $58B; ETH/BTC breaks above 200-week EMA.Funding rates remain low, suggesting strong spot demand over leveraged speculation.ETH nears psychological $4,000 resistance with increasing institutional and ETF accumulation.Ethereum is taking center stage in the altcoin market, outperforming both Solana and Bitcoin in capital inflows and futures activity as it approaches the key $4,000 price level.According to Glassnode, the SOL/ETH Hot Capital Ratio — which tracks short-term realized capital movement between the two assets — has dropped to 0.045, its lowest level this year, marking a 42% decline since April. The data confirms that speculative capital is rotating away from Solana and back into Ether, reinforcing Ethereum’s role as the leading altcoin amid current market dynamics.“While both ETH and SOL saw inflows in July, capital flow is now clearly favoring Ether,” Glassnode noted.ETH/BTC Signals Altcoin RotationEthereum’s growing strength is also reflected in the ETH/BTC pair, which has surged above its 200-week exponential moving average for the first time in more than two years — a key signal that traders are rotating capital from Bitcoin into altcoins.While Bitcoin remains stalled below $116,000 amid persistent sell pressure, Ether has rebounded to $3,902, with price action supported by technical and on-chain momentum.Open Interest Hits All-Time HighEthereum’s futures open interest (OI) across major exchanges has soared to an all-time high of $58 billion, with its market share rising to 34.8%. In contrast, Bitcoin’s share has fallen to 47.1%, down from 59.3%, according to Hyblock Capital.This shift indicates increased institutional interest and deeper participation in the Ethereum ecosystem. Notably, Ethereum’s daily transaction count also reached new highs, further validating growing network activity.Funding Rates Stay Low as Spot Demand RisesDespite the strong rally, ETH funding rates remain subdued — a bullish signal, as it suggests that the market is not overly reliant on leveraged longs. Compared to March and December 2024, current funding rates are nearly 50% lower, indicating a healthier market structure.“This rally is driven more by spot accumulation than speculation,” analysts noted, highlighting continued ETF and treasury accumulation.According to Nate Geraci, president of NovaDius, spot Ethereum ETFs and corporate treasury entities have each purchased roughly 1.6% of the total ETH supply since early June — a significant demand force supporting price action.$4,000 ETH: A Psychological Breakout?While Ethereum corrected nearly 10% over the past week following five consecutive weeks of gains, it has already recovered 9%, recently retesting the $3,800 level. Now, all eyes are on the $4,000 psychological resistance, which has served as a ceiling since early 2022.“$4,000 has been resistance since forever. Once it breaks, I doubt we go back below anytime soon. Price discovery is close,” said crypto analyst Jelle.With capital rotation, favorable funding conditions, and ETF-driven spot accumulation all aligning, market participants are watching closely to see if Ethereum finally enters price discovery above $4,000 — potentially igniting the next phase of the altcoin cycle, according to Cointelegraph.

Key Takeaways:Union Jack Oil plans to use stranded natural gas to power Bitcoin mining at its West Newton site.Project launched in partnership with Rathlin Energy and Texas-based 360 Energy.Could become one of the UK’s first public companies with a Bitcoin treasury.Strategy aims to monetize stalled energy assets amid planning delays and regulatory uncertainty.Follows global trend of energy firms converting flared or unused gas into BTC.Union Jack Oil, a UK-based publicly traded energy company, has unveiled plans to launch a Bitcoin mining operation powered by stranded natural gas, becoming one of the first in the country to pursue an “oil-to-crypto” monetization strategy.In an operational update on Thursday, the firm said it intends to convert natural gas from its West Newton A site into electricity for on-site Bitcoin mining. The project is being developed in partnership with Rathlin Energy and Texas-based 360 Energy, which specializes in transforming underutilized or flared gas into power for decentralized data centers.Under a non-binding letter of intent, the partners plan to deploy 360’s In-Field Computing technology, subject to regulatory approvals, to mine Bitcoin directly from the wellhead — bypassing the need for costly infrastructure or grid connection.“Onshore developers and producers have been forced to think outside the box to make progress and deliver growth,” said David Bramhill, Executive Chairman of Union Jack Oil. He described the mining project as “innovative” with “strong scope for a sustainable return.”Unlocking Cash Flow from Undeveloped Gas AssetsUnion Jack acquired its stake in the West Newton field in 2019, after gas was discovered by Rathlin Energy. While the site is believed to be one of the largest onshore gas finds in the UK, regulatory delays and planning uncertainty have stalled development.“Regulatory uncertainty has unduly hampered progress,” Bramhill noted, adding that the company is now seeking alternative ways to monetize the asset without waiting for full-scale infrastructure approvals.By mining Bitcoin on-site, Union Jack can generate early cash flow from a project that would otherwise remain idle — a growing strategy in global energy markets where stranded or flared gas has limited traditional utility.A Potential Bitcoin Treasury StrategyIf the pilot project succeeds, Union Jack Oil may also consider adopting a Bitcoin treasury strategy, placing BTC holdings on its balance sheet as part of a broader diversification move — a rare step for a UK-listed energy firm.The idea mirrors a shift among energy producers globally, including recent moves in Canada, Argentina, and the United States, where companies are using stranded gas to mine Bitcoin and offset environmental or regulatory costs.In North Dakota, oil giant ConocoPhillips ran a pilot supplying excess gas to Bitcoin miners.In Argentina, Tecpetrol used leftover gas to power mining rigs after facing flaring limits.In June 2025, Canadian firm AgriFORCE launched a 120-rig mining site using stranded gas, with plans for further expansion.These ventures highlight a rising trend of energy-Bitcoin convergence, particularly in jurisdictions where energy logistics, infrastructure bottlenecks, or environmental rules make traditional monetization uneconomical.Union Jack Oil’s initiative may mark a first for the UK — not only in converting stranded energy to crypto, but also in potentially becoming one of the nation’s earliest corporate adopters of Bitcoin as a treasury asset, according to Cointelegraph. 

スタンダード・チャータードとAnimoca Brandsは、香港ドルのステーブルコインを開発する新会社を立ち上げ、香港金融管理局にライセンスを申請した。両社は香港の新しい厳格なステーブルコイン規制の中で、安全で規制されたデジタル決済オプションを提供するために取り組んでいる。

Cryptocurrency analyst and trader Jason Pizzino believes Bitcoin (BTC) could go up by around 55% from the current level. source: https://dailyhodl.com/2025/08/08/bitcoin-could-explode-to-180000-according-to-crypto-analyst-jason-pizzino-heres-what-needs-to-happen/

Key Takeaways:Ethereum’s price surge and ETH/BTC strength signal renewed risk-on sentiment.Trader Michaël van de Poppe expects 200%–500% gains in altcoins by October.ETH/BTC ratio has climbed 38.5% in 30 days; Ether trades near $3,854.Caution remains over historically weak Q3 performance for ETH.Some analysts predict ETH could reach $16,000 amid declining supply and growing institutional interest.Ethereum's recent price strength is reigniting bullish sentiment across the crypto market, with analysts suggesting the move could kick off a major altcoin rally in the coming months.According to Michaël van de Poppe, co-founder of MN Trading Capital, Ether's breakout is a key trigger signaling growing risk-on appetite among crypto traders. In an X post on Thursday, van de Poppe said he is “all-in” on altcoins, forecasting 200% to 500% upside for many coins between now and October.“The recent move of ETH is the first step forward to a more risk-on appetite,” he noted.Ethereum has gained over 6% in the past 24 hours, trading at $3,854 at the time of writing, according to Nansen. More notably, the ETH/BTC ratio — a key indicator of Ethereum’s strength relative to Bitcoin — has surged 38.5% over the past 30 days, per TradingView data.Altcoin Season Incoming?Ethereum’s dominance often precedes major rotations into altcoins. With rising ETH momentum and investors seeking higher-risk opportunities, many are anticipating a late Q3 or Q4 altcoin season.“This is the perfect time for ETH to rekt the bears,” posted trader Cas Abbe, pointing to shrinking ETH exchange supply and increasing institutional interest as signs of long-term bullish support.Not Everyone Is ConvincedDespite the excitement, some traders are urging caution.Crypto trader Ash Crypto warned that August and September have historically been weak months for Ethereum, with average Q3 returns of just 6.48% since 2016, according to CoinGlass.“Generally bearish months for crypto, so I would be cautiously bullish,” Ash wrote.Trader Muneeb echoed the concern, stating that the current rally “is done for now,” suggesting potential for a cooldown before any extended move higher.Still, if Ether reaches $4,000 — just 3.7% above current levels — it could trigger liquidations of over $817 million in short positions, adding further fuel to upward momentum.ETH to $16K? Some Say Don’t Rule It OutBullish sentiment around Ether isn't limited to short-term altcoin traders.Crypto analyst Wolf said in a post, “Don’t act surprised if Tom Lee’s ETH prediction of $16,000 plays out,” referencing the Fundstrat co-founder’s long-term bullish thesis.“Volatility, disbelief, then verticality,” Wolf added — implying Ethereum may be entering a breakout phase often dismissed by skeptics.

ستصوّت شركة Two Seas Capital، أكبر مساهم في Core Scientific، ضد عرض الاستحواذ البالغ 9 مليارات دولار المقدم من CoreWeave، واصفةً إياه بأنه أقل من القيمة العادلة وينطوي على مخاطر كبيرة للمستثمرين. source: https://ar.cointelegraph.com/news/core-scientific-largest-shareholder-vote-against-coreweave-deal?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Older Americans are losing money to imposter scams at an alarming rate, with losses and case numbers surging to record highs. source: https://cryptonews.com/news/ftc-imposter-scam-losses-among-seniors-surge-362-since-2020/

Key Takeaways:Bitcoin is trading 31% below its energy-based fair value, per Capriole’s Energy Value model.Current estimated fair value is $167,800 vs BTC's spot price of ~$116,600.Bitcoin is now more undervalued than it was at $10K in September 2020.Record hashrates signal strong miner confidence and network fundamentals.Hash Ribbons metric flashed a bullish “buy signal” in late July.Bitcoin may be significantly undervalued compared to its underlying network fundamentals, according to Capriole Investments' Energy Value model — a pricing metric that ties Bitcoin’s “fair value” to miner energy expenditure.Charles Edwards, founder of Capriole Investments and creator of the Energy Value metric, stated this week that Bitcoin should currently be trading around $167,800, representing a 31% discount from the current spot price of approximately $116,677. The model suggests that the market is failing to price in the true cost and value of securing the Bitcoin network at all-time high hash rates.“Hash Rates are flying and Bitcoin Energy Value just hit $145K,” Edwards posted on X. “That puts price at a 31% discount to value.”Capriole’s Energy Value model, launched in 2019, is built on a formula that considers energy input, Bitcoin’s supply growth rate, and a fiat-denominated energy cost constant. The premise: if miners are contributing record energy to secure the network, the corresponding BTC price should reflect that effort.Bitcoin More Undervalued Than in 2020Remarkably, Edwards noted that Bitcoin is currently more undervalued relative to its energy value than it was at $10,000 in September 2020, just before the last major bull market erupted.This historical comparison may indicate that current BTC levels present a compelling long-term entry point for investors focused on network fundamentals rather than speculative cycles.Miner Confidence Rising With Hashrate at Record HighSupporting this valuation argument is Bitcoin’s surging hashrate, which hit a new all-time high of 1.031 zettahashes per second (ZH/s) on August 4, according to data from Glassnode. Rising hashrate generally reflects miner confidence, as more computational power is invested into securing the network — a bullish signal for long-term price direction.The Hash Ribbons indicator, which measures miner capitulation and recovery cycles, also flashed a buy signal in late July, reinforcing the case for continued strength in network fundamentals.Price vs. Energy: Time Is Running Out?Still, the Energy Value model also comes with a caution: when Bitcoin price rises too rapidly without a corresponding increase in energy input, the market has historically reverted back to its energy-based valuation.“Consistent energy input represents a balance between supply and demand,” Capriole notes. “When speculation causes skyrocketing prices without increased energy input, price has historically collapsed back to Energy Value.”With some analysts predicting the current Bitcoin bull cycle could peak within the next few months, the window to reach the $167K fair value estimate may be limited — unless further institutional flows, ETF momentum, or macro tailwinds accelerate price appreciation in line with network expansion.

Trump allegedly dismisses BLS head amid unverified data manipulation claims; market remains unaffected. source: https://coincu.com/353390-trump-dismisses-labor-statistics-head

As trust in crypto exchanges remains low, Binance’s new custody deal with BBVA marks a shift toward traditional finance safeguards. source: https://cointelegraph.com/news/binance-bbva-crypto-custody-partnership?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

أظهرت بعض العملات المشفرة أداء فنيا قويا، وقد تشهد مكاسب محتملة مع اقترابها من مستويات المقاومة الرئيسية. إليكم ما يجب مراقبته في الأسبوع المقبل. عملة سوي SUI تجاوز سعر سوي SUI المتوسط المتحرك الأسي لـ 20 يوما، وتتداول العملة حاليا عند 3. 83 دولار أمريكي، مع استمرار التقاطع الصعودي بين المتوسطين المتحركين الأسيين 20 و50. بالإضافة … source: https://btcacademy.online/%d9%85%d8%a7-%d9%87%d9%8a-%d8%a3%d9%87%d9%85-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%b4%d9%81%d8%b1%d8%a9-%d8%a7%d9%84%d8%aa%d9%8a-%d9%8a%d8%ac%d8%a8-%d9%85%d8%b1%d8%a7%d9%82/?utm_source=rss&utm_medium=rss&utm_campaign=%25d9%2585%25d8%25a7-%25d9%2587%25d9%258a-%25d8%25a3%25d9%2587%25d9%2585-%25d8%25a7%25d9%2584%25d8%25b9%25d9%2585%25d9%2584%25d8%25a7%25d8%25aa-%25d8%25a7%25d9%2584%25d9%2585%25d8%25b4%25d9%2581%25d8%25b1%25d8%25a9-%25d8%25a7%25d9%2584%25d8%25aa%25d9%258a-%25d9%258a%25d8%25ac%25d8%25a8-%25d9%2585%25d8%25b1%25d8%25a7%25d9%2582

M&Aはそれ自体でフライホイールを生み出すわけではない。ユーザーの出発点、習慣、インターフェイスでなければ、いくら機能を束ねたところでユーザーはついてこない。

Ventuals、Zoshi、FreeStockなどのプロジェクトは、プライベート・エクイティをトークン化するさまざまな道を模索している。

Binanceはヨーロッパとイギリスのユーザーを対象にMastercardへのユーロ即時引き出しを開始し、暗号資金へのアクセスをより迅速かつ容易にした。この機能は、暗号通貨販売またはユーロ残高からの直接送金をサポートし、より多くの通貨と地域に拡大する予定である。

AB DAOは、ABが2025年8月7日にKrakenで正式に稼動したことを発表。ユーザーは現在、ABを入金し、ポストのみの指値注文を出すことができる（注文はまだ一致しない）。完全な取引は2025年8月8日に開始され、AB/USDとAB/EURのペアが稼動し、米ドルとユーロで直接購入できるようになる。

リップル社はカナダの決済会社レイル社を2億ドルで買収し、ステーブルコイン事業の拡大とクロスボーダー決済のスピードアップを図る。この取引は規制当局の承認を待って、今年後半に完了する予定だ。

SECとリップル社は控訴を取り下げ、長かったXRP訴訟に終止符を打ち、2023年の混合判決を放置することになりました。このニュースの後、XRPの価格は10％以上跳ね上がり、リップル社は今後、事業の成長と前進に集中することになる。

危険なコンテンツを拡散し、外国からの監視を可能にするとして告発された中国製モデル、ディープシークに米上院議員が警鐘を鳴らす。

トランプ大統領は401(k)の規則を書き換え、9000万人の貯蓄者に民間市場の門戸を開く。

香港のRWA登録プラットフォームとステーブルコイン法案は、「資産」と「通貨」の関係を再定義し、金融インフラを再構築し、世界的なWeb 3.0の波の中で金融言論を取り戻そうという香港の野心を反映している。