Author: NBTC

In brief About 47% of Bitcoin is sitting at a loss, according to data gathered from CEX.io Research. The mark includes more than 30% of the Bitcoin held by long-term holders, the highest mark since 2023. Bitcoin is roughly even on the day, but has fallen more than 47% from its all-time high. Holders of around 9.4 million Bitcoin, or approximately 47% of the total circulating supply, are sitting on unrealized or paper losses, according to a new report from CEX.io Research. That includes more than 30% of the Bitcoin held by long-term holders, or $304 billion worth of the…

Ethereum co-founder Joseph Lubin calls Ethereum Digital Asset Treasuries “profound innovations,” backs unlevered $ETH treasuries, and commits 30,000 $ETH to rsETH recovery while pitching Ethereum’s quantum-safe roadmap. Lubin backs $ETH treasury companies and the DAT model According to a new report from The Block, Lubin used a panel at Consensus 2026 to single out projects like Strategy, SharpLink, and BitMine—public companies that are accumulating $ETH on their balance sheets—as “positive examples” of Ethereum Digital Asset Treasuries (DATs). He framed these firms as building “long‑term permanent capital” for the Ethereum ecosystem by buying $ETH spot, staking it, and avoiding leverage, thereby…

Applied Digital closed a Goldman-led $300M senior secured bridge loan to accelerate its next 150 MW AI data center, layering it on top of $2.15B in notes and a $7.5B hyperscaler lease. Bitcoin mining hosting and cloud services provider Applied Digital said it has closed a $300 million senior secured bridge facility to advance construction of a new AI data center project, following through on plans it outlined in April when it secured a 15‑year, $7.5 billion lease with an unnamed U.S. investment‑grade hyperscaler. Company disclosures indicate the bridge is designed to fund continued development of the 150 MW “Building…

The Solana Foundation is making a new pitch to large institutions: privacy as a customizable feature, not a trade-off. In a report released on Monday by the foundation, “Privacy on Solana: A Full-Spectrum Approach for the Modern Enterprise,” the organization argued that the next phase of crypto adoption will depend less on transparency alone and more on giving companies control over what they reveal — and to whom. The framing marks a shift from crypto’s early ethos. Public blockchains have traditionally emphasized openness, where transactions are visible and traceable, even if users are represented only by wallet addresses. The report…

According to early use statistics, Binance Pay’s QR payment product is being utilized for regular purchases rather than only infrequent or expensive ones. Instead of depending on creating a distinct merchant acceptance network, Binance Pay’s QR payment methodology is designed to interact with current national QR payment standards. Today, Binance Pay, the payments division of the biggest cryptocurrency exchange in the world based on trading volume, Binance, revealed its plan to extend its real-world QR payment network to more than ten nations by Q3 2026. This comes after the product reached a noteworthy milestone: in only one year after its…

The latest rounds of disclosures made across the week have revealed that publicly traded miners are selling mined $BTC to fund operations, with many retiring ASIC hardware in favor of GPUs, while also securing and committing billions in contracts to serve AI cloud customers. While Bitcoin miners pivoting into AI is no longer novel, the announcements make the scale of those pivots hard to ignore. Mining revenue has been on a decline, and given the current AI boom, many have moved and pivoted to AI infrastructure, diverting their spending budgets there. MARA splashes $1.5 billion on a gas plant On…

Bitcoin ($BTC) is well-positioned to reach a projected price of $110,000 in the second quarter of 2026, driven by U.S. economic developments, growing institutional demand, and Federal Reserve policy dynamics. This prediction was made by analyst Ion Jauregui from ActivTrades, a global financial brokerage firm, in a note shared with Finbold on March 30. Jauregui stated that the $BTC price rebound faces the path of least resistance over the coming three months. “Projections place Bitcoin consolidating initially in the $75,000 – $80,000 range, with potential upside toward $95,000 – $110,000,” Jauregui said. Bitcoin has been consolidating below $73,000 in recent…

Tokenized U.S. Treasuries on Ethereum have surged to a new all-time high of around $8 billion in market capitalization, according to data shared by Token Terminal. Notably, the figure marks a 100% increase over the past six months. The rapid growth highlights rising demand for blockchain-based exposure to traditional safe-yield assets, with several key products driving the expansion. These include offerings from Securitize, Centrifuge, Franklin Templeton, WisdomTree, Ondo Finance, and Superstate. Key Points Tokenized U.S. Treasuries on Ethereum hit a record $8B, doubling in six months as demand for on-chain yield grows. Growth is driven by major players like BlackRock’s…

Wall Street may be underestimating a bitcoin-linked carry trade resembling the yen carry trade as capital shifts from Fed funds to higher-yield income products. Strategy’s STRC shows an 11.52% effective yield, underscoring the widening spread attracting institutional focus. Key Takeaways: Comparison to the yen carry trade signals potential for large-scale capital reallocation. STRC offers monthly cash dividends, public-market access, and an 11.52% effective yield. Regulatory clarity could accelerate institutional participation and expand alternative yield benchmarks. Bitcoin-Linked Carry Trade Draws Wall Street Attention Wall Street may be underestimating a major carry trade forming around bitcoin-linked income products, James E. Thorne, Chief…

Key takeaways Disaggregated inference optimizes AI processing by distributing tasks across multiple GPUs. Nvidia has transitioned from a GPU company to an AI factory company. AI data centers require significant storage and processing capabilities for diverse models. Three types of computers are essential in AI: training, evaluation, and edge applications. The telecommunications industry is evolving into an extension of AI infrastructure. Token production costs are influenced by factory efficiency, not just pricing. Physical AI represents a major opportunity in a previously untapped industry. Healthcare will undergo significant transformation due to digital biology advancements. Generative AI’s accessibility was boosted by user-friendly…