Последние посты
CVALPHA_NEWS
23 сент., 10:18
Avantis: Universal Leverage for Crypto and Real-World AssetsAvantis is a decentralized perpetuals exchange on Base, letting traders access crypto, forex, metals, commodities, and indices with leverage up to 500x from their own wallet, without giving up custody of collateral. Liquidity providers choose between junior and senior risk tranches, giving each a different risk-reward profile within the same pool.Avantis launched V2 on August 12, 2026, introducing zero-commission trading and expanding real-world asset access toward more than 500 markets, including forex and commodities. The upgrade added over 100 assets at launch and introduced up to $500 million in initial Open Interest capacity, with Avantis stating on its own account that it plans to build toward 500+ RWA markets and $500M+ in OI over the coming weeks. AVNT rallied more than 17% in the 24 hours after the update went live.
CVALPHA_NEWS
21 сент., 07:30
ZetaChain token holders voted Sunday to shut down the project's Layer 1 blockchain and move ZETA to Solana, with Proposal 68 passing at 99.4% approval and 58% participation. The team, which raised $27 million in 2023 to build a cross-chain interoperability network, is redirecting focus to Anuma, its private AI app launched in February that now counts over 300,000 users. ZETA will convert to a native Solana SPL token at a one-to-one rate, keeping its ticker and supply, though no shutdown date has been set; a second vote will finalize the migration details once exchanges confirm swap arrangements.
CVALPHA_NEWS
18 сент., 15:07
Bitcoin is rallying sharply today, trading around $80,850-80,900, up 5.8-5.9% after opening near $76,350 and rebounding from midweek lows near $76,200.The move stems from three factors. A short squeeze liquidated roughly $247 million across crypto, with Bitcoin shorts making up the larger share, forcing covering that pushed price through $78,000 and toward $81,000. The Federal Reserve's 25 basis point hike on September 16, its first since 2023, brought rates to 3.75%-4.00%; markets read the guidance as less hawkish than feared, easing yields and lifting risk appetite. Sentiment also rotated back to risk after the Senate's earlier failure to advance the CLARITY Act, which had initially pressured prices.CVALPHA_NEWS
16 сент., 10:52
Lorenzo Protocol: From Bitcoin Liquidity Layer to On-Chain Asset ManagerLorenzo Protocol runs an institutional-grade on-chain asset management platform, built on its Financial Abstraction Layer (FAL), which packages staking, quantitative trading, and real-world asset strategies into tokenized On-Chain Traded Funds (OTFs). Its flagship product, sUSD1+, offers yield backed by a triple-source strategy, with redemptions settled in USD1, the stablecoin issued by World Liberty Financial.The protocol started in 2024 as a Bitcoin liquidity layer, issuing stBTC and enzoBTC, and at its peak supported over $650 million in BTC deposits across 20-plus blockchains. Since repositioning around FAL in May 2025, Lorenzo has expanded into a BNB+ OTF, Lorenzo Earn vaults, and extended enzoBTC to Monad. BANK, the protocol's governance token, has a max supply of 2.1 billion, with roughly 764.94 million
CVALPHA_NEWS
11 сент., 09:50
Tokenized stock holders just hit a record 3.67M. Trading volume fell by half.Distributed tokenized asset holders reached an all-time high, per RWA.xyz. Tokenized stocks account for 2.96M of that total, or 80.58% of all holders, dwarfing every other RWA category. The segment now spans 5,246 assets worth $2.89B in distributed value, up 14% in 30 days.But activity didn't follow. Monthly transfer volume fell 51% to $13.14B, and active addresses dropped 48% to 760,339 over the same stretch.Platform concentration held steady: Ondo ($860M), xStocks ($631.2M), and bStocks ($627.5M) still control roughly 81% of distributed value. The holder base keeps widening. Whether that converts back into volume is the open question.
CVALPHA_NEWS
9 сент., 09:58
Falcon Finance: Turning Real-World Assets Into Onchain LiquidityFalcon Finance is a DeFi protocol built around universal collateralization, letting users deposit crypto, stablecoins, and tokenized real-world assets like US Treasuries and gold to mint USDf, an overcollateralized synthetic dollar. Staking USDf produces sUSDf, a yield-bearing token backed by diversified trading strategies rather than token emissions.On August, 2026, Falcon Finance opened a regulated tokenization pipeline in El Salvador, starting with a tokenized GPU forward financing compute infrastructure for NEAR AI, the AI company co-founded by transformer-architecture co-author Illia Polosukhin. The move follows Falcon Card, launched in July 2026, which lets eligible users spend USDf directly. USDf circulating supply stood above $1.1 billion at the time of the El Salvador announcement, and the protocol has drawn
CVALPHA_NEWS
2 сент., 11:58
Teller Finance: No-Collateral Lending Backed by On-Chain ReputationTeller Finance is a non-custodial DeFi lending protocol that underwrites loans using off-chain financial data and a wallet-based reputation score, rather than requiring borrowers to overcollateralize. Its consumer app, Teller Pro, lets users borrow against crypto and tokenized stocks without margin-call liquidations, and now offers REST API and MCP access for third-party apps and AI agents.Teller's DEBIT token began trading on Binance Alpha and Bitget on August 26, 2026, shortly after Teller Pro went live on Robinhood Chain. The company previously raised a $6.85 million strategic round in February 2022 led by Blockchain Capital, with Franklin Templeton, Toyota Ventures, Bessemer Venture Partners, and Upstart among its backers. DEBIT is currently trading around $1.50, with roughly 17.22 million tokens in circulation
CVALPHA_NEWS
1 сент., 10:05
US spot Bitcoin ETFs pulled in $216.7M Monday, reversing Friday's $201.8M outflow.BlackRock's IBIT alone accounted for $205.9M of that, roughly 95% of the day's total. FBTC added $6.9M, Grayscale's BTC Mini $9.4M. VanEck's HODL was the only fund in the red, -$13.4M.Ether ETFs extended their inflow streak to 11 sessions. XRP and Solana funds each hit a 10th straight positive day, though Solana's daily inflow slowed to $925K from $18.1M Friday, the weakest print of its run. One day of green doesn't undo the concentration risk. When 95% of net flow comes from a single issuer, the "rebound" narrative is really an IBIT story wearing a category-wide headline"
CVALPHA_NEWS
26 авг., 13:50
Perceptron Network: Turning Idle Bandwidth Into AI Training DataPerceptron Network, formerly Block Mesh Network, is a decentralized AI data network where contributors run lightweight browser or mobile nodes to share idle bandwidth and complete data quests, earning $PERC tokens and reputation-based rewards in return. The network positions itself between limited centralized scraping tools and closed data partnerships most AI startups can't access.Perceptron closed a $6.5 million strategic round on July 30, 2026, backed by Sigma Capital, Selini Capital, QCP Capital, P2 Ventures, CoinDCX Ventures, and a dozen other Web3 investors and infrastructure partners. The network is currently live across roughly 700,000–800,000+ nodes in over 150 countries, with 300,000+ daily active contributors, and is targeting a longer-term scale of 5 million nodes as its Data Questing platform rolls out
CVALPHA_NEWS
25 авг., 10:29
Coldcard Exploit Update - Losses Now at $115MGalaxy Research has revised its Coldcard exploit estimate to 1,789.28 BTC drained across 8,865 addresses, worth approximately $114.7M at time of theft (about $138.8M at current prices).The root cause traces to a March 2021 firmware flaw that weakened seed entropy on affected devices, letting attackers derive private keys remotely without physical access. Thefts began July 30, and Galaxy has found no confirmed attacker activity since August 6, though victim reports keep surfacing and pushing the tally higher.Key detail: median loss per address was just 0.00152 BTC, but affected wallets had sat dormant a median of 3.2 years, showing most victims were long-term holders who believed their coins were safe. Including medium-confidence addresses, Galaxy says the total could reach roughly 1,824 BTC (~$140M).Most stolen funds remain unmoved in
CVALPHA_NEWS
21 авг., 09:45
BTC is having its best week in over two years.Bitcoin's up in the $75,000-77,000 range today, after starting the week near $64,000. It topped $76,000-77,000 intraday, up roughly 7-9% in 24 hours and 19-21% for the week, marking the highest levels since late May and putting it on track for the strongest weekly performance in more than two years. Market cap is back above $1.5 trillion, though still about 39% off the October 2025 all-time high near $126,000.A few things are driving it:• Treasury announced it's at least doubling long-dated bond buybacks, minimum ~$4B per operation starting in September, easing yields and getting risk appetite moving again • Billions in shorts got liquidated, $1B+ in the latest 24 hours and $3-4B over multiple days, with the forced covering adding real fuel to the rally • Spot Bitcoin ETFs pulled in ~$606M on Wednesday, following ~$517M the day before •
CVALPHA_NEWS
19 авг., 13:50
Fluid: Unifying DeFi Lending, Borrowing, and TradingFluid, built by the team behind Instadapp, is a capital-efficient DeFi liquidity layer that shares collateral across lending, vaults, and DEX activity instead of isolating it. Its core innovation, "smart collateral" and "smart debt," lets deposited assets earn lending interest and swap fees simultaneously, enabling higher loan-to-value ratios and tighter spreads than traditional lending protocols.The protocol currently holds approximately $797M in TVL across 6 chains (Ethereum, Arbitrum, Base, Polygon, and Plasma), with roughly $1.44B in active borrowed positions and an annualized revenue run rate near $12.38M. On July 30, 2026, Taiwan-based VC AppWorks disclosed a strategic investment in the FLUID token, backing co-founder Samyak Jain's rebuilt architecture following Instadapp's prior run to roughly $12B in TVL.Full breakdown:
CVALPHA_NEWS
18 авг., 09:45
Top 7 Token Unlocks This Week1. AKE @akedofun - $21.11M unlock on Aug 21. 2.10B tokens (2.11% of supply), 9.25% of its $228.4M market cap.2. ZRO @LayerZero_Labs - $20.11M unlock on Aug 20. 25.71M tokens (2.57% of supply), 7.28% of its $276.40M market cap.3. Kaito @KaitoAI - $11.31M unlock on Aug 20. 32.60M tokens (3.26% of supply), 13.5% of its $83.77M market cap, the highest unlock-to-cap ratio this week.4. YZY - $8.15M unlock on Aug 21. 28.00M tokens (2.80% of supply), 2.80% of its $291.12M market cap.5. PYBOBO @Capybobo_io - $5.21M unlock on Aug 21. 6.75B tokens (6.76% of supply), 6.76% of its $77.24M market cap.6. PENGU @pudgypenguins - $4.19M unlock on Aug 17. 703.50M tokens (0.27% of supply), 1.12% of its $374.53M market cap, the lowest unlock-to-cap ratio this week.7. SENT @SentientAGI - $4.05M unlock on Aug 22. 318.36M tokens (0.93% of supply), 4.40% of its $92.09M
CVALPHA_NEWS
14 авг., 09:14
The SEC's first major crypto rulemaking was cancelled.The agency had been set to propose "Regulation Crypto," a tailored offering regime letting certain crypto investment contracts raise capital without triggering SEC registration requirements, with an eventual exit path once a project is no longer under active management. The Friday meeting was cancelled in an end-of-day statement, with an SEC spokesperson citing "an unforeseen scheduling issue" and moving the meeting to "a later date."Reg Crypto had been central to Chair Paul Atkins' regulatory agenda, and the industry had looked to the SEC to move first as the CLARITY Act stalls in the Senate. The SEC's parallel "innovation exemption" for tokenized securities is also expected to face delay.With Reg Crypto now postponed and CLARITY's Senate prospects still uncertain heading into September, the industry is back to watching two
CVALPHA_NEWS
12 авг., 09:53
Dow Protocol: E-Commerce Financing Meets RWADow Protocol is a Real-World Asset platform offering blockchain-based working capital financing for cross-border e-commerce merchants, addressing the common gap between continuous sales activity and delayed settlement. The protocol underwrites financing using merchants' real sales receivables and operational data, with stablecoin-based repayment structured to compress traditional lending timelines. Beyond financing, Dow Protocol is building toward a broader programmable layer for on-chain financial coordination, covering repayment, settlement, liquidation, and claims as automated workflows.The project closed a $9 million seed round on July 28, 2026, led by MH Ventures, with participation from OKX Ventures, Animoca Brands, Arcane Group, Essentia Partners, and Quartet Group. It remains at an early, seed-funded stage with no live product data
CVALPHA_NEWS
11 авг., 10:56изменён
Trump Media posted a $238 million net loss in Q2, driven largely by unrealized crypto losses.The company reported $190.4 million in unrealized losses across digital assets, pledged digital assets, and equity securities, and plans a more disciplined treasury framework to manage volatility. Bitcoin holdings were roughly flat through Q2 at 9,477.16 BTC, but the company stepped up exposure in July, selling $159.6 million in Bitcoin-related securities to fund purchases and bringing total holdings to approximately 14,139 BTC (~$890.5M) by July 31. It also disclosed deploying part of its Bitcoin through lending and yield-generating arrangements, flagging counterparty credit risk if a partner becomes insolvent.CVALPHA_NEWS
10 авг., 14:10
The UK's FCA is preparing a regulatory framework for tokenized gold.The regulator has been in talks with banks and industry participants on rules for tokenized gold, including its potential use as collateral in wholesale markets.London accounts for roughly 70% of global notional gold trading volume, making it the world's largest OTC gold hub.The move sits inside a broader UK tokenization push. A government-backed industry task force said in July that tokenization could add up to £33 billion ($44 billion) to the UK's annual economic output by 2035, with a roadmap targeting the UK's first tokenized government bond by early 2027.Tokenized gold as bank-grade collateral would mark a meaningful step in bringing a $trillion-plus physical asset class onchain within a regulated wholesale framework, worth watching as the FCA's proposals take shape.
CVALPHA_NEWS
5 авг., 12:28
Robinhood just turned its brokerage into a blockchain.Robinhood Chain went live July 1 with Chainlink, Uniswap, and Morpho on day one, tokenized Stock Tokens (NVDA, GOOG, AAPL) live in 120+ countries, and TVL that's already climbed into the hundreds of millions.We broke down the architecture, the launch ecosystem, and where the TVL numbers actually diverge across data providers, on X:https://x.com/CVAgentlauncher/status/2084979566226055364
CVALPHA_NEWS
4 авг., 11:07
The Coldcard hack has tripled in under a week, now at $116 million.Galaxy Research confirmed a fourth wave of thefts on August 3, pulling roughly 449 BTC from Coldcard-generated wallets. Total losses now stand at 1,816 BTC (~$116M) across more than 5,200 addresses, up from an initial $30M in the first ten minutes of the exploit.Galaxy's Alex Thorn says the Wave 4 sweep rate hit 13.8 transfers per block, roughly 45x the pre-incident baseline of 0.3, a pattern he attributes to multiple groups independently draining exposed addresses rather than one actor working sequentially.The root cause traces to a 2021 Coldcard firmware update that weakened seed-generation randomness, leaving any wallet created on that firmware theoretically guessable. Coinkite has urged all affected users to migrate funds immediately.With the exposure window now confirmed at five-plus years, the question is
CVALPHA_NEWS
3 авг., 11:07
Two hacks, opposite reflexes: FTX drained exchanges, Coldcard is refilling them.Bitcoin holders are moving coins onto exchanges after the July 30 Coldcard hardware wallet exploit, the reverse of the self-custody rush that followed FTX's 2022 collapse.CryptoQuant's Julio Moreno reported small deposits under 10 BTC spiked to 7,300 BTC on July 31, the highest since Feb 6, with combined sub-1 BTC transfers hitting 39,600 BTC, just below the 39,900 BTC moved the day after FTX's bankruptcy filing.Sani of Timechainindex confirmed net exchange inflows of 11,163 BTC that day, led by River, Binance, Kraken, and OKX.The exploit traces to a March 2021 firmware flaw letting some Coldcard units generate predictable seeds, exposing private keys. Galaxy Research puts estimated losses at roughly 1,367 BTC across 4,500-plus addresses.FTX exposed exchange risk and pushed holders to self-custody.
