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.

null source: https://x.com/BTC_Archive/status/1952341014263324800

واصلت "حيتان الإيثر الضخمة" شراء العملة المشفرة، التي شهدت تراجعًا خلال عطلة نهاية الأسبوع قبل أن تبدأ بالتعافي. source: https://ar.cointelegraph.com/news/eth-holders-scoop-up-ether-as-mega-whale-addresses-surge?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

"From buttonwood to blockchain," the SEC's Project Crypto will bring innovation back to the U. S. , analysts at Bernstein said. source: https://www.theblock.co/post/365418/sec-project-crypto-rewrite-rules-of-wall-street-onchain-bernstein?utm_source=rss&utm_medium=rss

Frustrated by weak job data and Jerome Powell’s resistance to rate cuts, Donald Trump is preparing to nominate a new Federal Reserve governor. source: https://coinpaprika.com/news/trump-explores-new-fed-leadership-as-powell-s-term-winds-down

An analysis of an OnlyFans model’s earnings suggests the so-called stripper index doesn’t hold up when applied to digital adult content and Bitcoin. source: https://cointelegraph.com/news/stripper-index-doesn-t-apply-to-bitcoin-onlyfans-models-say?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

قال عضو المجلس التنفيذي للبنك المركزي الأوروبي، بييرو تشيبولوني، إن اليورو الرقمي لن يحل محل النقود الورقية، بل سيكمّلها من أجل الحفاظ على استقلالية أنظمة الدفع. source: https://ar.cointelegraph.com/news/ecb-reaffirms-cash-digital-euro-stablecoin-push?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Eric Trump, the executive vice president of The Trump Organization, is at it again, advising investors to accumulate Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) amid the market's pullback. source: https://www.benzinga.com/crypto/cryptocurrency/25/08/46824435/eric-trump-advises-to-buy-bitcoin-ethereum-dips-last-time-he-said-this-the-two-coins-fell-to-their-yearly-lows-in-barely-45-days?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

OpenAI đã tạo ra một công cụ mới có thể cách mạng hóa cách bạn xem chương trình netflix tiếp theo của mình

Cổ phiếu Netflix tăng 5,2% trong phiên giao dịch trước giờ mở cửa vào thứ Sáu sau khi gã khổng lồ phát trực tuyến vượt quá kỳ vọng của Phố Wall về số lượng người đăng ký mới