Author: NBTC

HPC/AI exposure drove miner valuations in 2025. The next phase will separate execution from narratives, and that’s where re-ratings will diverge. $IREN $APLD $CIFR $WULF $HUT. The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data on companies exposed to Bitcoin mining and crypto treasury strategies. Originally published on Jan. 30, 2026, by Cindy Feng. Over the past few weeks, we’ve pointed out a clear shift in how capital markets evaluated public Bitcoin miners in 2025. From the second half of the year onward, investors increasingly favored companies with credible HPC/AI exposure. This wasn’t a sentiment-driven…

An analysis by Charles Schwab highlighted Bitcoin (BTC) and Ethereum (ETH) as leading players in the cryptocurrency market. According to Coindesk, a recent report by Charles Schwab’s Center for Financial Research revealed that the fundamental value of the crypto market is concentrated in core blockchain networks like Bitcoin and Ethereum. This report divides the cryptocurrency market into three sectors and shows that the majority of market capitalization is concentrated in just one of them: “On the main blockchains like Bitcoin and Ethereum.” Schwab’s report divides the crypto ecosystem into three layers: “core networks and infrastructure and/or user-facing products”. Accordingly, investors…

South Korea’s top financial regulator said crypto exchanges should face ownership limits similar to those applied to securities markets, signaling a harder public stance on governance reforms under the country’s proposed Digital Asset Basic Act. According to a report by The Korea Times, the Financial Services Commission (FSC) Chair Lee Eog-weon said licensed crypto exchanges should no longer be treated as ordinary private companies but as entities with public-infrastructure characteristics. Lee’s comments come as the FSC reviews a proposal to cap major shareholders’ stakes in crypto exchanges at around 15% to 20%, a measure that has drawn resistance from exchange…

SEOUL, South Korea – March 2025: In a significant regulatory move, three of South Korea’s largest cryptocurrency exchanges—Upbit, Bithumb, and Korbit—have simultaneously placed the Loopring ($LRC) token on a delisting watchlist. This decisive action follows a comprehensive review that identified insufficient disclosure of material information and concerns regarding the project’s business progress. Consequently, this development sends a stark warning to the broader crypto market about the stringent compliance standards now enforced in one of the world’s most active digital asset jurisdictions. Understanding the Loopring Delisting Watchlist Decision The coordinated announcement from Upbit, Bithumb, and Korbit represents a major event for…

By Francisco Rodrigues (All times ET unless indicated otherwise) Bitcoin $BTC$88,311.53 recovered from overnight lows, though it remains below $90,000, weighed down by geopolitical tensions that keep it behaving more like a volatile tech stock than a haven asset. The stabilization coincided with easing pressure in global bond markets. Japanese government bonds rebounded after a sharp selloff earlier in the week, with yields on ultra-long debt falling after officials called for calm. The move helped provide a cushion for riskier assets. CoinDesk 20 (CD20) index has dropped about 2% in the past 24 hours, reflecting the selloff in cryptocurrencies and…

Solayer, a blockchain infrastructure developer, has announced a $35 million ecosystem fund to support teams building directly on infiniSVM. The initiative is focused on high-throughput onchain applications with clear revenue models and strong technical foundations. The fund will invest in early- and growth-stage projects that require low latency, fast execution, and continuous transaction processing. Priority will be given to applications in decentralized finance, consumer products, payments, and AI-driven systems that execute blockchain transactions in real time. infiniSVM is Solayer’s high-performance execution environment. The network has demonstrated more than 330,000 transactions per second with around 400 milliseconds of finality. This level…

The UK Court of Appeal has ruled that virtual gold in Old School RuneScape is property under the terms of the Theft Act 1968, and that owners of gold can therefore seek justice in cases of theft. Providing a ruling in a case where a former employee of RuneScape developer Jagex is alleged to have sold virtual gold for a total of more than $700,000, Lord Justice Popplewell concluded the gold pieces are “assets which have an ascertainable monetary value and which may be traded for that value both in the game and outside the game.” By providing this ruling,…

Binance has addressed the crypto community through an open letter. The crypto market experienced a significant 24-hour plunge. Binance has expressed its confidence in Bitcoin. Binance has published an open letter to the crypto community, sharing key highlights and briefly expanding what it intends to do in the days to come. The open letter comes at a time when the entire crypto market is going through a meltdown. Prices have dipped and could further plunge if the situation worsens. Open Letter by Binance Binance, in the open letter, has acknowledged that the impact during crypto market volatility and pressure is…

The Base blockchain, a major Ethereum Layer-2 network developed by Coinbase, has confirmed it experienced temporary delays in processing transactions, even as the network continued to produce blocks without interruption. According to official updates from Base engineers, the network experienced intermittent delays in transaction packaging, which in some cases caused users to wait longer than usual for confirmations or to see their transactions dropped during periods of heightened network congestion. The Ethereum L2 blockchain shared an X post stressing that, “Sometimes, busy times on the network can cause transactions to be delayed or even lost. We are working on long-term…

Global financial observers have renewed focus on Iran after a crypto related report surfaced. The report claims Iran’s central bank moved over $507 million using $USDT stablecoins despite long standing restrictions. These findings immediately raised concerns across regulatory and financial circles. They also triggered debates about the evolving role of digital assets in sanctioned economies. Iran has faced international financial pressure for years due to strict economic sanctions. These restrictions limit access to global banking networks and foreign reserves. As a result, Iran has explored alternative financial channels. Digital assets now appear to play an increasingly strategic role in this…