이번 주 글로벌 암호화폐 및 금융 업계는 정부 부처의 블록체인 배치, 규제 당국의 정책 게임, 거대 기업의 전략적 움직임, 핵심 생태계의 자본 유입에 이르기까지 모든 핫스팟이 시장의 신경을 건드렸습니다.

비트코인 구매가 전문 벤처였던 2020년과 블랙록이 뛰어들고 정부 법안이 제정된 오늘날까지, 암호화폐는 10년 동안 월스트리트의 의심과 적대감을 극복하고 회색 낙인을 벗기 위해 노력했습니다.

According to PANews, various scenarios are being considered for the management of crypto assets, depending on market conditions and strategic decisions. When asset prices significantly exceed acquisition costs, stakeholders may opt to cash out to meet shareholder or tax obligations, despite minor impacts on unrealized gains. This strategy has been previously employed by companies like MicroStrategy for tax optimization without causing market disruptions. In another favorable scenario, if substantial profits are realized, investors might diversify into other cryptocurrencies, potentially shifting focus from Ethereum-based projects to alternative coins. A neutral outcome could involve hedging strategies if assets are perceived to be nearing peak value. Companies might halt purchases and prepare to sell, using contracts and options to discreetly secure profits while maintaining some gains. Conversely, if the market value of net assets (mNAV) remains below 1 for an extended period, companies might refrain from issuing new shares and instead sell some assets to boost mNAV. In less favorable scenarios, financial pressures could force companies to liquidate significant portions of their holdings, as seen with Tesla in 2022 when it sold three-quarters of its Bitcoin due to financial constraints. Additionally, if investment strategies fail and acquisition costs far exceed current prices, companies might be compelled to cut losses and attempt recovery from lower price points. These scenarios are speculative and do not reflect a current bearish outlook on digital asset tokens (DAT). The continuation of market activities depends on several indicators, including acquisition costs, changes in executive leadership, and prolonged mNAV below 1, which will be discussed in future analyses.

31-8-2025 – Private jet operators and ultra-luxury cruise lines are rapidly adopting cryptocurrency payments as wealthy young entrepreneurs drive unprecedented growth in high-end travel spending, according to new McKinsey analysis. Luxury travel expenditures by individuals aged 30 to 40 reached $28 billion in 2023 and are projected to nearly double to $54 billion by 2028, [. . source: https://www.cointrackdaily.com/luxury-travel-embraces-crypto-as-young-millionaires-drive-28b-boom/

null source: https://x.com/DaanCrypto/status/1962048208068047216

Metaplanet’s stock has plunged 54% since mid-June, forcing the Tokyo-listed firm to seek alternative fundraising as its share-based “flywheel” falters. source: https://cointelegraph.com/news/metaplanet-bitcoin-fundraising-flywheel-breaks?utm_source=rss_feed&utm_medium=rss%3F_dc%3D1756623072376%26_q%3D1756623072376&utm_campaign=rss_partner_inbound

According to BlockBeats, sentiment analysis platform Santiment has observed an increase in 'buy the dip' mentions on social media as Bitcoin prices decline. This trend may indicate that the cryptocurrency market has not yet reached its bottom. The growing unease among investors is prompting them to seek entry points during minor price drops. Santiment analysts caution that the surge in 'buy the dip' discussions should not be interpreted as a clear sign of market bottoming. A true market bottom is typically characterized by widespread fear and a decline in buying interest, often forming when investors lose hope and are hesitant to purchase. Historical trends suggest that when more people believe the market has bottomed, it may actually signal further declines.

Binance reminded users on X to get ready to claim the Binance Alpha airdrop today at 12:00 (UTC). Users with at least 220 Binance Alpha Points can claim the tokens on a first-come, first-served basis until the airdrop pool is fully distributed or the event ends. Further details will be announced soon.

On Aug 31, 2025, 06:21 AM(UTC). According to Binance Market Data, BNB has dropped below 860 USDT and is now trading at 859.830017 USDT, with a narrowed narrowed 0.02% increase in 24 hours.

According to PANews, the luxury travel market is experiencing a significant boost as affluent young entrepreneurs increasingly opt for cryptocurrency payments. This trend follows a surge in Bitcoin prices, prompting private jet and ultra-luxury cruise operators to accept digital currencies. McKinsey's analysis indicates that spending on luxury travel by individuals aged 30 to 40 reached $28 billion in 2023 and is projected to rise to $54 billion by 2028. Kenn Ricci, Chairman of Flexjet, noted the 'tremendous' demand from young wealthy clients, leading FXAIR, a Flexjet subsidiary, to accept cryptocurrency payments. A flight from Farnborough Airport near London to New York City costs approximately $80,000. Ricci highlighted a 'significant' increase in bookings from young entrepreneurs in the Bitcoin sector, who seek larger aircraft for longer distances, emphasizing that time is their most valuable luxury. Virgin Voyages, a luxury cruise company, now offers its $120,000 annual pass for purchase via cryptocurrency. Similarly, SeaDream Yacht Club, which operates two ultra-luxury yachts with a nearly 1:1 crew-to-passenger ratio, began accepting Bitcoin payments shortly after U.S. President Donald Trump commenced his second term. Boutique hotel groups, including the U.S.-based Kessler Collection and Hong Kong's Pavilions Hotels & Resorts, have also started accepting tokens like Dogecoin, Litecoin, and Ethereum.

Buy the dip mentions on social media are climbing as Bitcoin falls, which could be a sign the market hasn’t bottomed yet, Santiment says. source: https://cointelegraph.com/news/crypto-market-buy-the-dip-calls-signals-downside-santiment?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Luxury travel sees increased crypto adoption as young entrepreneurs drive demand. source: https://coincu.com/358991-luxury-travel-crypto-adoption

규제 프레임워크가 개선되고 기술이 발전함에 따라 스테이블코인은 미래 금융 생태계에서 더욱 중요한 역할을 하게 될 것입니다.

초기 밈에서 오늘날 시가총액 상위 10위권에 오른 도그코인은 농담에서 혁신으로 발전한 전설일 뿐만 아니라 '모두를 위한 채굴과 공정한 수익 분배'라는 작업 증명 정신의 생생한 해석이기도 합니다.

한 주 동안 27개의 블록체인 스타트업이 총 2억 580만 달러를 모금했습니다. 레인(Rain)은 이번 주 최대 규모인 시리즈 B 라운드에서 5,800만 달러를 모금했습니다.

골든 파이낸스는 암호화폐 및 블록체인 업계 뉴스레터인 '골든 모닝 8시, 2802호'를 발행하여 가장 빠르고 최신의 디지털 화폐 및 블록체인 업계 뉴스를 제공합니다.

8월 25일부터 29일까지 진행된 도쿄와 홍콩 컨퍼런스에서 에릭 트럼프, CZ, 아서 헤이즈, 유니스왑의 창립자 등이 업계 리더로서 현재와 미래의 암호화폐 시장에 대한 견해를 발표했습니다.

골든 위클리는 골든 파이낸스에서 발행하는 주간 블록체인 업계 요약 칼럼으로, 한 주의 주요 뉴스, 시세 및 계약 데이터, 채굴 정보, 프로젝트 역학, 기술 발전 및 기타 업계 소식을 다루고 있습니다.

8월 27일 홍콩대학교가 주최한 '홍콩 암호화폐 금융 포럼'에서 CZ는 홍콩의 웹3 정책을 거론하며 직설적이고 노골적인 연설을 했습니다.

2Q 버크셔의 포지션은 공개됩니다. 전반적인 패턴은 변함이 없으며, 여전히 현금 포지션이 무려 52.74%, 주식 포지션은 47.26%에 불과합니다.