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More →Matthew Dawson: The biggest obstacle to institutional blockchain adoption is no longer technology.
According to Cointelegraph, Matthew Dawson stated that the biggest obstacle to institutional blockchain adoption may no longer be the technology itself. He pointed out that infrastructure is improving and is already being utilized. In his view, integration with existing financial systems is the greater challenge.
Australia's AI company Firmus, backed by Nvidia, withdraws its historical IPO.
According to CoinWorld news, CNBC reported that Nvidia-backed Australian AI data center operator Firmus has withdrawn its planned IPO due to increased market volatility.
Vitalik Buterin探讨AI对加密的影响及Bunker Mode转型
CoinWorld news: Ethereum co-founder Vitalik Buterin explored the potential impact of AI on crypto and discussed the transition to Bunker Mode.
BTC had a net capital outflow of 365.1106 BTC over the past 24 hours.
CoinWorld data: BTC saw a net capital outflow of 365.1106 BTC over the past 24 hours. This figure is aggregated from continuous 1-hour resolution data and represents the rolling 24-hour net capital flow denominated in BTC assets. It does not represent exchange net inflows, on-chain exchange flows, or institutional capital flows, and should not be conflated with deposit/withdrawal data from any single exchange. Compared with the same-caliber snapshot 24 hours ago, it is down 10.6%; compared with the same-caliber snapshot 7 days ago, it is down 152.08%.
BTC's existing holders are driving the rally, with reduced inflows of new capital.
According to data from Bijie.com: the current rise in BTC is mainly driven by existing holders, and its market capitalization continues to climb. However, new capital inflows from ETFs, stablecoins, and Treasury bonds are declining. The rallies in 2024 and 2025 show the same gap, but the inflow scale at that time was larger, and an increase in new capital inflows would provide substantial demand support for BTC.
Strategy's STRCx circulating market cap reaches $158 million, becoming the world's largest tokenized stock.
According to CoinWorld news, Bitcoin Treasuries stated on the X platform that the circulating market value of Strategy's tokenized stock STRCx has reached 158 million USD, making it the world's largest tokenized stock, with a scale larger than Elon Musk's SpaceX tokenized equity.
Lumentum: Demand for optoelectronic components is strong, and sold-out capacity will persist through 2029.
According to CoinWorld news, Lumentum said that as tech companies race to build faster AI data centers, its optoelectronic component capacity has been almost fully booked, and this situation is expected to continue until 2029. Lumentum CEO Michael Hurlston said the company will be unable to meet about 70% of product demand next year, and by 2028, 30% of demand will still be unmet. He noted that although the company is doing everything it can to catch up and expand capacity, it remains far behind compared with customer demand.
Arkham partners with Pumpfun, integrating over 3.1 billion tagged addresses into the platform.
Arkham has announced a partnership with Pumpfun. Pumpfun has now integrated Arkham's labeling feature into its platform, providing intelligence from over 3.1 billion labeled addresses. This will give traders better context on wallets, entities, fund flows, and on-chain activity, helping them make smarter decisions before taking action.
Glassnode: Existing Holders Drive Bitcoin's Rise as ETF and Stablecoin Inflows Decline
According to CoinWorld news, Glassnode stated that existing Bitcoin holders are driving the current uptrend. Although realized market capitalization continues to climb, new capital from ETFs, stablecoins, and Treasury bonds is declining. The rallies in 2024 and 2025 also showed the same funding gap, but the capital inflows at that time were larger. If new capital returns, it will bring genuine demand for Bitcoin.
Andrew Cuomo: OKX plans to launch tokenized securities within 30 days.
According to Bijie News, former New York Governor Andrew Cuomo said at an OKX event that OKX plans to launch tokenized securities within about 30 days under the SEC's innovation exemption, and described OKX's joint venture with ICE as a marriage of giants.