Tag: 風險管理

On April 13, Ethereum spot ETFs recorded a single-day net inflow of $9.44 million. iShares Ethereum Trust (ETHB) led with a $5.78 million net inflow, while Grayscale Ethereum Mini Trust ETF posted a $5.15 million net inflow. Meanwhile, iShares Ethereum Trust (ETHA) saw a $4.07 million net outflow. The total assets under management (AUM) of Ethereum spot ETFs currently stand at approximately $1.3 billion, with cumulative net inflows nearing $1.17 billion to date.

On April 13, bitcoin spot ETFs collectively recorded a net outflow of $291 million. Fidelity’s FBTC accounted for the largest single-day net outflow at $229 million, while BlackRock’s IBIT posted a net inflow of $34.7 million. The total assets under management (AUM) for these ETFs currently stand at approximately $9.45 billion, with cumulative net inflows exceeding $5.64 billion since inception.

Tom Duff Gordon, Vice President of International Policy at Coinbase, has left the company to join OpenAI as Head of Policy for Europe, Middle East, and Africa. He served at Coinbase for nearly four years, following over eight and a half years as a banker at Credit Suisse.

Bitcoin ETF year-to-date (YTD) 2026 inflows have turned positive, demonstrating strong market resilience—despite prior outflows and constrained price gains, recent steady inflows have successfully offset the deficit.

As of April 13, Strategy holds approximately 780,900 BTC, adding nearly 14,000 BTC last week. This continued accumulation reflects institutional long-term bullish sentiment toward BTC.

Bitmine added 71,500 ETH last week, bringing its total ETH holdings to approximately 4.87 million. Meanwhile, its staked ETH总量 stands at roughly 3.33 million ETH, valued at approximately $7.4 billion at current market prices—demonstrating institutional confidence and continued commitment to the Ethereum network.

Last week, Ethereum spot ETFs recorded $187 million in net inflows, led by BlackRock’s ETHA with $168 million. Total ETF assets under management (AUM) now stand at $12.96 billion, representing 4.76% of Ethereum’s total market cap.

With the 2028 BTC halving drawing near, miners face mounting pressures—including halved block rewards, rising costs, and tightening capital. The industry is accelerating deleveraging and cash flow optimization, shifting business models from reliance on block rewards toward diversified operations centered on 'power + computing infrastructure.' Miners demonstrating capital discipline, energy management capabilities, and regulatory compliance advantages will be better positioned to compete in the new cycle.

Sun Yuchen publicly condemned the Trump family project WLFI, stating that its smart contract contains a backdoor blacklist function enabling unilateral freezing of user assets. He revealed that his own WLFI tokens have been illegally blacklisted and accused the project team of violating decentralization principles, lacking transparent governance, and severely damaging community trust.

Macro investor Jordi Visser believes that if BTC breaks above $76,000 and ETH breaks above $2,400, it could signal a trend reversal in 2026 and the beginning of a sustainable upward price move — a stark contrast to the prevailing market pessimism.

The Ether Machine, an Ethereum treasury company, has terminated its $1.6 billion merger agreement with SPAC Dynamix due to unfavorable market conditions and will pay a $50 million termination fee. The deal was originally intended to facilitate its listing on the Nasdaq, and the merged entity was expected to hold over 400,000 ETH.

SpaceX holds approximately 8,285 BTC, valued at $603 million, making it the world's fourth-largest corporate holder. Its BTC position has remained stable since mid-2024, with only internal wallet rebalancing conducted recently. As SpaceX prepares for its IPO, its Bitcoin holdings will be disclosed publicly for the first time and may be subject to fair value accounting under new accounting standards.