闪迪：预计2028至2030财年毛利率约为80%，实现中高双位数营收增长，将把100%过剩现金返还股东
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Bitwise CIO: The crypto industry may become part of the next generation of economic rule-making.
Odaily Odaily reports that Bitwise Chief Investment Officer Matt Hougan posted on the X platform that he recently read a speech by U.S. Treasury Secretary Bessenter, calling it "an important document that defines America's economic role for the next century." He pointed out that in his speech, Bessant outlined five principles for the future US economic strategy, the third of which was: "The United States will set the rules for the next generation of the economy." When discussing the digital economy, Bessant stated, "Digital assets, stablecoins, tokenization, and new payment systems will help shape the future of money. The United States should not place itself as a bystander in building this future." Matt Hougan commented that this statement demonstrates the US government's emphasis on promoting the development of the crypto industry and reflects the fact that digital assets are being incorporated into an important part of the future financial system and economic competitive landscape.
Analysis: Bitcoin mining companies are shifting towards AI infrastructure, and their performance continues to outperform Bitcoin.
PANews reported on July 8th that, according to BIT analysis, AI-related stocks such as semiconductors and memory chips have recently undergone a round of valuation repricing, resulting in a slight price correction. However, Bitcoin mining companies have significantly outperformed Bitcoin. In fact, since the beginning of 2025, Bitcoin mining company stocks have risen by 167%, while Bitcoin has fallen by 35% over the same period. This divergence, which began in the third quarter, now appears to be more of a structural change than a short-term fluctuation. As mining companies gradually transform into AI infrastructure providers, the market is beginning to re-evaluate these companies using different valuation logics. If this round of correction in the AI sector stabilizes, some Bitcoin mining companies may still be worth watching.
Justin Sun: The BitTorrent team has completed the BTTC cross-chain bridge decommissioning plan, and all funds are safe.
PANews reported on July 8th that Justin Sun posted on the X platform: "The BitTorrent team has informed me that they have completed the BTTC Bridge Sunset Program. Going forward, the BitTorrent team will focus more on decentralized AI and the maintenance of the BitTorrent decentralized protocol. All funds are safe, and users can continue to deposit and withdraw BTTC Bridge funds through partner centralized exchanges."
Kraken's parent company wins $22 million arbitration case against auditing firm Mazars.
Odaily that Kraken's parent company, Payward, has won an arbitration against its former auditing firm, Mazars USA, with the arbitrator ruling that Mazars must pay Payward $22 million. Payward is currently seeking confirmation of the arbitration award and a final judgment from the Delaware Court of Chancery. The controversy stemmed from the peak of "Operation Choke Point 2.0" in 2022. Payward claims that Mazars abruptly withdrew from an audit of Kraken that was nearly complete, without finding any problems with the company, but this move damaged Kraken's reputation and forced it to spend years and significant legal fees clarifying its situation. Payward co-CEO Arjun Sethi stated that auditing is not a "gift" for crypto companies, but rather a critical infrastructure for maintaining trust with banks, licenses, counterparties, and regulators. An auditing firm withdrawing without finding anything negative leaves the company unjustly shrouded in suspicion. "Operation Choke Point 2.0" is the crypto industry's term for the regulatory pressure exerted during the Biden administration, referring to the informal pressure exerted by US regulators on banks to restrict services to crypto businesses after the FTX collapse. Sethi stated that the US FDIC sent at least 25 letters to 24 banks, demanding that they suspend or avoid expanding their crypto-related businesses. This ruling is also seen as a legal counterattack by the crypto industry against such regulatory pressure.
Bloomberg: Quantum computing puts approximately 34% of the existing Bitcoin supply at risk of being hacked.
PANews reported on July 7th, citing Bloomberg, that quantum computing is considered a new threat that could potentially crack the cryptographic algorithms of crypto assets such as Bitcoin. Quantum computers are expected to far surpass traditional computers in decrypting complex mathematical problems, and theoretically, could deduce private keys from public keys, thereby stealing on-chain assets. Wallets with early address formats and those that reuse addresses are at the highest risk. Galaxy Digital estimates that approximately 34% of circulating Bitcoin, worth about $470 billion, may become targets for future quantum attacks. Coinbase has established an advisory committee, and Strategy, where Michael Saylor works, has also launched a related risk project.
ABTC, a Bitcoin mining company backed by the Trump family, increased its holdings by 500 BTC.
Odaily Odaily reports that American Bitcoin (ABTC), a Bitcoin mining company backed by the Trump family, has increased its holdings by 500 BTC, bringing its total Bitcoin holdings to 8,000. (BTCtreasuries)