Key TakeawaysGold leads 2025 gains with +29%, while Bitcoin is up 25.2% YTD, securing second place among major asset classes.Since 2011, Bitcoin’s total return is over 308,000x higher than gold’s, and it has beaten equities, real estate, and commodities.BTC’s annualized gain since 2011 stands at 141.7%, compared to 5.7% for gold and 18.6% for the Nasdaq 100.Analysts say BTC’s scarcity and decentralization could make it the ultimate store of value over the long term.Gold Leads in 2025, Bitcoin Holds StrongAs of Aug. 8, 2025, Bitcoin is up 25.2% year to date, second only to gold’s 29% rise, according to data from financial strategist Charlie Bilello. Both have outperformed equities this year, including emerging market stocks (+15.6%), the Nasdaq 100 (+12.7%), and U.S. large caps (+9.4%).This is the first time gold and bitcoin have taken the top two spots in Bilello’s annual performance rankings since records began.The Long-Term Picture: Bitcoin DominatesDespite trailing gold in 2025, Bitcoin has delivered a 38,897,420% total return since 2011, dwarfing all other asset classes. Gold’s 126% cumulative return over the same period trails far behind equity indexes such as the Nasdaq 100 (+1,101%) and S&P 500 large caps (+559%).Annualized, Bitcoin’s 141.7% average gain since 2011 far exceeds gold’s 5.7%, the Nasdaq 100’s 18.6%, and all other major equity or real estate indexes.Gold vs. Bitcoin as a Store of ValueVeteran trader Peter Brandt argued on Aug. 8 that while gold remains a proven store of value, Bitcoin’s scarcity, decentralization, and fixed supply make it poised to outperform all fiat alternatives over time.“Some think gold is a great store of value — and it is. But the ultimate store of value will prove to be bitcoin,” Brandt said on X.With BTC holding above $116,000 and macro conditions still volatile, traders are eyeing a retest of 2025’s peak near $123,000. Market watchers say upcoming U.S. inflation data and shifts in risk appetite across stocks and commodities could determine the next breakout move.

Key TakeawaysBTC rebounded above $122K, erasing last week’s losses; ETH surged 21% to $4,300 for first time since 2021.Tuesday’s U.S. CPI report could shape expectations for a September Fed rate cut.BTC remains highly correlated with U.S. stocks; institutional demand and spot ETF flows are crucial for a breakout.Traders remain bullish but continue hedging downside risks.BTC Recovers as Macro Focus Turns to CPIBitcoin has reclaimed the $122,000 level, reversing last week’s pullback, while Ether surged 21% over the past seven days, crossing $4,300 for the first time in nearly four years, according to a QCP Asia market report.The rebound comes as crypto markets remain closely tied to U.S. equity performance. All eyes are now on Tuesday’s Consumer Price Index (CPI) release, which could influence Federal Reserve policy expectations.CPI as a Market CatalystQCP Asia noted that a CPI reading below market forecasts could strengthen the case for a September Fed rate cut, potentially adding fuel to the current crypto rally.While sentiment is broadly bullish, the firm highlighted that traders are still positioning with downside hedges, reflecting caution over near-term volatility.Key Resistance Test AheadAccording to QCP Asia, the central question now is whether institutional capital and spot Bitcoin ETF inflows will provide enough momentum for BTC to break above key resistance and set a new all-time high.

Key TakeawaysCorporate Ether treasuries climbed to 3.04M ETH (worth $13B) as ETH surged past $4,300.BitMine leads with 833,100 ETH — up 410.68% in the past 30 days — now worth $3.58B.SharpLink Gaming boosted holdings by 141.69% to 521,900 ETH, worth $2.23B, with $671M in unrealized gains.The Ether Machine added 25,600 ETH in August, reaching 345,362 ETH worth nearly $1.5B.Top 10 corporate holders control 2.63M ETH — about 2.63% of total supply — valued at $11.3B.Corporate Demand Fuels ETH RallyCorporate Ether holdings soared to $13 billion this week as ETH’s price broke the $4,300 mark, according to Strategic ETH Reserve (SER). The total 3.04 million ETH held by companies represents a sharp increase over the past month, with some firms ramping up their holdings by triple digits.On Monday, ETH hit $4,332, gaining 20.4% over the past seven days before pulling back slightly to $4,290 at press time.BitMine Becomes First $3B+ ETH HolderBitMine Immersion Technologies emerged as the largest ETH corporate holder, growing its treasury by 410.68% in the last 30 days to 833,100 ETH. That holding, worth $3.58B at current prices, marks the first time a company has crossed the $3B ETH threshold.SharpLink Gaming’s Aggressive AccumulationSharpLink Gaming now holds 521,900 ETH — up 141.69% — after purchasing 83,562 ETH last week. Its holdings, worth $2.23B, include $671M in unrealized gains, SER data shows.Ether Machine Marks Ethereum’s 10th Anniversary With BuysThe Ether Machine expanded its treasury to 345,362 ETH after buying 15,000 ETH on Aug. 3 and an additional 10,600 ETH on Aug. 10. Its holdings are valued at nearly $1.5B.Wider Corporate ParticipationWhile the top three entities dominate corporate ETH reserves, other firms are also adding exposure. On Friday, Hong Kong-listed IVD Medical purchased HK$149M (~$19M) in ETH via HashKey Exchange.Overall, the top 10 ETH treasury holders now control 2.63% of ETH’s circulating supply, with combined holdings worth $11.3B.The surge in corporate ETH accumulation, led by major players like BitMine and SharpLink, underscores growing institutional confidence ahead of Ethereum’s next potential price milestone of $4,500–$4,800. If corporate buying momentum continues, analysts expect upward pressure on supply that could accelerate ETH’s climb toward all-time highs.

Crypto fund inflows rebounded to $572 million following President Trump’s approval, granting 401(k)s access to invest in cryptocurrencies. CoinShares’ reports of early-week outflows of $1 billion reversed after the government’s approval of digital assets in retirement plans. Ethereum led with $268 million inflows while Bitcoin added $260 million. However, total weekly volumes declined 23% during […] source: https://www.cryptopolitan.com/crypto-fund-inflows-rebound-trump-401k/

One investment firm is down hundreds of millions of dollars after attempting to short Bitcoin (BTC), Ethereum (ETH) and other altcoins, according to on-chain analysis. source: https://dailyhodl.com/2025/08/11/investment-firm-loses-190000000-after-trying-to-short-bitcoin-ethereum-and-altcoins-lookonchain/

Key TakeawaysGlobal crypto ETPs attracted $572M last week, rebounding after a 15-week inflow streak broke the previous week.Ether ETPs led with nearly $270M in inflows, pushing YTD inflows to a record $8.2B and AUM to an all-time high of $32.6B.Bitcoin ETPs recovered with $265M in inflows after two weeks of outflows.Altcoin ETPs tracking Solana, XRP, and Near saw inflows of $21.6M, $18.4M, and $10.1M respectively.BlackRock’s iShares crypto ETFs neared $100B AUM, closing the week at $98.9B.The rebound followed the U.S. government’s approval of digital assets in 401(k) retirement plans.$572M Inflows Signal Crypto Market RecoveryGlobal cryptocurrency exchange-traded products (ETPs) saw a strong rebound last week, with inflows totaling $572 million, according to CoinShares. This marks a recovery from the prior week’s break in a record 15-week inflow streak worth $27.8 billion.The turnaround coincided with Bitcoin and Ether regaining momentum, with ETH crossing $4,000 for the first time since December 2024 and BTC trading above $122,000. Total crypto ETP assets under management (AUM) reached a record $226 billion, while year-to-date inflows hit a historic $30.7 billion.401(k) Approval Boosted SentimentJames Butterfill, head of research at CoinShares, attributed the late-week inflow surge to the U.S. government’s decision to allow digital assets in 401(k) retirement plans.Early in the week, ETPs saw $1B in outflows amid concerns over weak U.S. payroll data. However, the policy announcement sparked $1.57B in inflows in the second half of the week.Ether ETPs Lead With Record GainsEther ETPs captured the largest inflows among all crypto assets, totaling $270M. This brought Ether’s YTD inflows to $8.2B — a new record — and lifted total AUM to $32.6B, up 82% since the start of the year.Bitcoin ETPs also staged a comeback, recording $265M in inflows after two straight weeks of outflows.Altcoins See Targeted Institutional InterestInstitutional flows into altcoin ETPs showed selective buying:Solana (SOL): $21.6M inflowsXRP: $18.4M inflowsNear Protocol (NEAR): $10.1M inflowsBlackRock Nears $100B in Crypto AUMBlackRock’s iShares crypto ETFs led issuer flows with $294M in inflows, although this was 61% lower than the prior week’s $749M. Its AUM closed at $98.9B, nearing the $100B milestone.Other major issuers:Bitwise: $95M inflowsGrayscale: $87M inflows (AUM: $35.4B)Fidelity: Largest outflows at $55MThe combination of institutional policy shifts and renewed Bitcoin/Ether strength could sustain positive inflows, especially if macroeconomic data continues to favor risk assets. Ether’s record-breaking momentum positions it as a leading beneficiary of the current market cycle.

According to Foresight News, FTFT Limited (FTFT.US) has announced that its wholly-owned Hong Kong subsidiary, FTFT International Securities and Futures Limited, has signed an agreement with a renowned compliance consultant in Hong Kong. The agreement involves applying for a Virtual Asset Service Provider (VASP) license from the Hong Kong Securities and Futures Commission (SFC), in addition to the existing Type 1, 2, and 4 licenses held by the company. The subsidiary also plans to apply for a Type 9 asset management license, aiming to cover both traditional and virtual asset management services. The compliance consultant will conduct a thorough review and assessment of the company's business model and risk management capabilities. They will also assist in preparing the necessary application materials and business plans for submission to the Hong Kong SFC.

Ant Group has dismissed speculation that it is collaborating with the People’s Bank of China (PBoC) to issue a rare earth-backed RMB stablecoin. source: https://cryptonews.com/news/ant-group-denies-rumors-of-rare-earth-backed-rmb-stablecoin-with-peoples-bank-of-china/

Key TakeawaysS&P Global gives Sky Protocol, formerly Maker Protocol, a “B-” issuer credit rating — the first for a decentralized finance (DeFi) platform.Sky’s USDS stablecoin earns a stability score of 4 (“constrained”) due to governance centralization, weak capitalization, and regulatory uncertainty.The protocol’s risk-adjusted capital ratio stands at just 0.4%, limiting its reserve buffer for potential credit losses.Founder Rune Christensen holds nearly 9% of governance tokens, with low voter turnout amplifying centralization concerns.S&P also rates Circle’s USDC at 2 (strong), Tether’s USDT at 4 (constrained), and USDS at 4.First Credit Rating for a DeFi ProtocolS&P Global Ratings has issued a “B-” issuer credit rating to Sky Protocol, marking the first time a major credit rating agency has assessed a DeFi platform. The rating covers Sky’s USDS and DAI stablecoins, along with its sUSDS and sDAI savings tokens.USDS — the fourth-largest stablecoin with a market cap of $5.36 billion — received a stability score of 4 (“constrained”) on a 1–5 scale, where 1 represents “very strong” and 5 “weak.”S&P said the grade reflects Sky’s ability to meet obligations under normal conditions but highlights its vulnerability to adverse market, financial, or economic events.Key Risks Identified by S&PS&P’s report pointed to several structural weaknesses:High depositor concentrationCentralized governance — low voter turnout and heavy reliance on founder Rune Christensen, who controls ~9% of governance tokensRegulatory uncertainty in the DeFi sectorWeak capitalization, with a 0.4% risk-adjusted capital ratio as of July 27Potential default risks include sudden depositor withdrawals exceeding liquidity in the peg stability module and credit losses surpassing available capital reserves.Minimal Losses, But Low Capital BuffersDespite minimal credit losses and earnings stability since 2020, S&P flagged Sky’s limited surplus reserves. The protocol’s anchor rating was set at “bb”, four notches below the U.S. banking anchor of “bbb+”, due to regulatory headwinds facing DeFi platforms.Sky’s internal risk committee said the process allowed it to examine both traditional counterparty risks and DeFi-specific threats such as smart contract, oracle, bridge, and governance vulnerabilities.Stablecoin Issuers Under Increasing ScrutinyS&P launched its stablecoin stability assessment in December 2023. In its latest report:Circle USDC: 2 (“strong”)Tether USDT: 4 (“constrained”)Sky USDS: 4 (“constrained”)S&P cited USDC’s higher transparency, while noting USDS’s complex asset base and weaker capital position.Traditional Credit Ratings Meet Blockchain FinanceThe move comes as more blockchain-linked institutions seek traditional credit ratings. In June, S&P assigned an “AAA” rating to Figure Technology Solutions’ $355 million blockchain-based mortgage securitization.The rating puts Sky in speculative-grade territory, meaning its financial stability is contingent on favorable market conditions. Governance decentralization and capital strengthening will be key factors if Sky aims to improve its score in future assessments, according to Coinetelgraph.

تبلغ القيمة السوقية الحالية للإيثيريوم 523 مليار دولار، متجاوزة شركة بطاقات الدفع العالمية Mastercard. source: https://ar.cointelegraph.com/news/mysterious-institution-buys-nearly-1b-worth-ether-in-a-week?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

加密众神殿席位有限，新天选者只能奋力前进，结交现有神祇，打造最强协议网，才能为自己挣得容身之处。

An Argentine blockchain developer known as “Fede’s Intern” has found himself locked up by the Turkish authorities for allegedly misusing Ethereum.

BNC, a company listed on Nasdaq, purchased 200,000 Binance Coins for $160 million and aims to raise up to $1.25 billion to increase its BNB holdings. This reflects a rising trend of firms investing in BNB as part of their corporate crypto portfolios.

The team behind CrediX, a decentralized finance platform, has seemingly disappeared following a $4.5 million hack earlier this week.

短短几个月，以太坊从一片质疑声中走到万众瞩目的加密舞台中央。有哪些因素推动了以太坊的大涨？ETH 会涨到多高？值得关注的 DeFi 龙头代币有哪些？

AB is now listed on US exchange Kraken, allowing direct USD and EUR purchases. This launch coincides with a US review of pension rules that could let retirement funds invest in digital assets.

AB登陆美国合规交易所Kraken，开通美元和欧元直购入口，叠加美国401k等退休账户放宽数字资产限制的政策窗口，正式进入欧美主流市场。这为AB打开了合规平台、法币通道和长期资金的大门，并奠定了技术、流动性与机构对接的基础。

Trump Media has launched an AI search tool on Truth Social, built with technology from Perplexity but using sources chosen by the platform. It comes amid criticism of Perplexity over alleged unauthorised web scraping and questions about political bias in the search results.

ETH,BTC,BTC 和 ETH 尚未解决的问题 金色财经,不完美的工具，能否依然提供一些答案？

El Salvador has just approved it new Investment Banking Law, which allows investment banks to not only hold Bitcoin and other digital assets but also to offer full crypto services, but only to "sophisticated investors."