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NBTC is the editorial account for NBTC News, covering Bitcoin, Ethereum, DeFi, blockchain infrastructure, exchanges, mining, regulation and digital asset markets. The editorial team focuses on clear sourcing, timely updates and practical context for crypto readers.

AI Contracts Give Bitcoin Miners a Valuation Edge as Hashprice Squeezes Pure-Play Operators

The valuation gap inside Bitcoin mining is no longer about hashrate alone. Operators that locked in AI and high-performance computing revenue are trading like a different asset class, while pure-play miners absorb the full weight of lower bitcoin prices and compressed hashprice margins. That divergence is laid out in the original report, which notes that miners with AI and HPC contracts have commanded higher valuations as declining bitcoin prices squeeze operators focused only on block rewards. Contracted compute changes the underwriting model AI and high-performance computing contracts shift the revenue base away from daily bitcoin exposure. Instead of depending on…

Mining

BTC Tests $65K Trendline as $52K Worst-Case Looms

Bitcoin is testing a months-long descending resistance line near $64,000-$65,000 after two earlier rejections, putting the next daily close in focus. At the same time, a separate weekly chart outlines a deeper downside scenario toward roughly $52,000-$55,000 before any larger recovery, making support and breakout confirmation the key signals to watch. Bitcoin Tests Descending Trendline After Two Earlier Rejections Bitcoin is testing a long-running descending resistance line that has already rejected price twice, putting the latest move near $64,765 at an important technical decision point. Bitcoin Daily Chart. Source: Ali Charts (@alicharts) on X The daily chart shared by Ali…

Bitcoin

AMMs Could Outcompete Traditional Market Makers as Tokenization Expands

Hayden Adams, founder of the decentralized exchange Uniswap, said on social media that automated market makers (AMMs) could gain a competitive edge over traditional market makers as the tokenization of real-world assets continues to expand. In a post on X, Adams explained that tokenized assets can trade directly against not only the dollar but also against other assets with similar price movements. How Correlated Asset Pairs Lower AMM Costs Adams argued that grouping highly correlated assets in this way reduces price volatility risk for liquidity providers, which in turn lowers the cost of supplying liquidity through AMMs. By contrast, traditional…

DeFi

Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT

Situational Awareness, the hedge fund founded in 2024 by ex-OpenAI researcher Leopold Aschenbrenner, has approached investors and lenders for fresh capital after suffering heavy losses in the recent artificial intelligence stock sell-off, the Financial Times reported Thursday. The fund, which the Wall Street Journal said had around $20 billion in assets under management as of June 8, has also offered some investors the option to buy portfolio assets, according to the FT, citing people briefed on the discussions and a July 24 investor letter. The size of the losses and amount sought were not disclosed. Aschenbrenner’s fund had gained 439%…

Regulation

ADA Holders Criticize Transfer of TOKEN2049 Responsibility From EMURGO to Cardano Foundation

The $ADA community has reacted strongly after Intersect confirmed that responsibility for delivering Cardano’s presence at TOKEN2049 Singapore will shift from EMURGO to the Cardano Foundation. The decision has sparked a governance debate across the Cardano ecosystem, with several community members arguing that the transfer bypasses the treasury governance process approved by Delegated Representatives (DReps). Intersect Explains Why the Cardano Foundation Will Lead TOKEN2049 In a recent announcement, Intersect revealed that EMURGO has been focusing its resources on managing the aftermath of the SecondFi incident. Consequently, the company informed Intersect that it could no longer allocate the personnel required to…

Altcoins

RWA DeFi Deposits Near $4 Billion After 6x Growth in One Year

Real World Assets that are actively deployed inside DeFi protocols are on the verge of reaching $4 billion. As of August 18, DefiLlama shows this number is at $3.98 billion. This same number stood at $650.88 million just a year ago and around $12 million three years ago. That is a 6x in twelve months and a staggering over 300x in three years. What makes this number useful is actually what it excludes. DefiLlama only counts a tokenized asset here when it is put to use onchain. Collateral posted in a lending market qualifies. So does liquidity in a DEX…

DeFi

US GDP and inflation data drop amid Fed’s most divided vote since 2016

The US GDP and inflation data releasing Thursday carry more weight than usual. With the Federal Reserve locked in a tense standoff over rates, three dissenting members calling for hikes, and the Middle East crisis pushing oil prices higher, the numbers landing at 13:30 GMT could either validate the Fed’s cautious stance or crack it open entirely. Key takeaways The US Bureau of Economic Analysis releases its preliminary Q2 GDP estimate Thursday at 13:30 GMT, with analysts expecting 2.1% annualized growth. The Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures (PCE), and the GDP Price Index will be published…

Regulation

Cardano Foundation Joins Ripple, Visa, and Google in x402 Initiative to Drive AI-Powered Payments

The Cardano Foundation has joined the newly launched x402 Foundation as an Associate Member, strengthening Cardano’s position in the next generation of internet-native digital payments. The announcement places the Cardano ecosystem alongside some of the world’s largest technology, payment, and blockchain organizations as they collaborate to develop an open standard for machine-to-machine and AI-powered transactions across the internet. Cardano Foundation Becomes Part of the x402 Ecosystem According to the Linux Foundation, the Cardano Foundation is now an Associate Member of the x402 Foundation. It joins an expanding group of industry leaders that includes Ripple, the Solana Foundation, Coinbase, American Express,…

Altcoins

Chainalysis sues US over $95M ICE contract with TRM Labs

Blockchain analytics company Chainalysis has sued the United States government over an Immigration and Customs Enforcement (ICE) decision to award a sole-source contract to competitor TRM Labs. On July 27, Chainalysis Government Solutions filed the challenge in the US Court of Federal Claims. The relevant motion became publicly accessible through CourtListener’s RECAP archive on Sunday. A federal award notice values the contract at about $94.6 million and says it covers forensic software and support services for Homeland Security Task Force investigations. The one-year award runs from July 1, 2026, through June 30, 2027. Chainalysis alleged that ICE’s decision was “arbitrary,…

Legal

Uniswap Expands Liquidity to Circle’s Arc L1 Blockchain

Uniswap, one of the largest decentralized exchanges, is set to broaden its liquidity provision to Circle’s Layer 1 blockchain, Arc. The move signals deeper integration between major DeFi protocols and stablecoin infrastructure, potentially reshaping how liquidity flows across chains. What Does This Expansion Mean for Uniswap and Arc? Uniswap’s expansion to Arc, a blockchain developed by Circle—the company behind $USDC—will allow users to trade and provide liquidity on a network designed for high-throughput and low-cost transactions. Arc aims to offer a more efficient environment for decentralized applications, and Uniswap’s presence is expected to attract significant liquidity to the network. This…

DeFi