Author: driver789

ChainCatcher 消息，Web3 资产数据平台 RootData 梳理了 Aave 的 40 家合作伙伴，已覆盖 TradFi/RWA、稳定币、基础设施、钱包、DeFi 协议、交易所与托管 等多个层级。从早年专注于加密资产的借贷效率，到 GHO 推出后争夺链上美元流动性，Aave 想定义的可能是链上美元的利率体系。 在 TradFi 与 RWA 层，BlackRock、Franklin Templeton、VanEck、JPMorgan 等机构集中出现，叠加 Centrifuge、OpenEden、Securitize 等 RWA 平台，说明 Aave 已不满足于加密原生资产借贷，而是在尝试承接现实世界资产上链后的融资需求。 在稳定币层，Circle、Tether、Ethena、Ripple、Plasma 等合作伙伴，则意味着 Aave 正在争夺链上“美元流动性”入口。谁控制稳定币存款，谁就更接近链上的利率定价权。 在基础设施层，Chainlink、ConsenSys、Flashbots、Mantle 等合作伙伴，为 Aave 提供价格预言机、MEV 优化及多链扩张能力。 在用户分发层，MetaMask、Ledger、Bitget Wallet、Privy、Turnkey…

SharpLink reported $12.1 million in first-quarter 2026 revenue, up from $742,000 in the same period last year.  Summary SharpLink’s Q1 revenue rose to $12.1 million as ETH staking drove higher treasury income growth. Its 872,984 ETH treasury keeps SharpLink behind BitMine among public Ethereum treasury companies today. The Galaxy fund will test whether SharpLink can earn DeFi yield while managing risk. The company said the increase came mainly from its actively managed Ethereum treasury strategy, which began in June 2025. The Nasdaq-listed firm now presents itself as an institutional Ethereum treasury platform. Its website says SharpLink is listed under the…

ChainCatcher 消息，据 The Block 报道，稳定币初创公司 Boundary Labs 完成 200 万美元 Pre-Seed 融资，Galaxy Ventures 领投，First Block Capital 和 BlackWood 等参投。 该公司计划于 2026 年初夏在以太坊主网上推出面向机构的“可验证”稳定币 USBD。Boundary 联合创始人兼 CEO Matthew Mezger 表示，USBD 的设计围绕储备金、净资产值和协议表现的“链上连续可验证性”，提供每日系统状态报告，包括超额抵押水平和实时 NAV 计算，旨在将稳定币从基于信任的模式转向去信任化工具。 USBD 本身不生息，但协议将提供单独的质押代币 sUSBD，允许符合条件的机构参与者通过中性对冲的 DeFi 策略赚取协议收入。协议收入将用于建立财库储备、资助运营，并通过链上分配系统向 sUSBD 质押者分配收益。

Tom Lee has slowed Bitmine ETH purchases after the firm amassed over 5.2 million tokens and 4.3% of Ethereum’s supply. Summary Bitmine bought 26,659 ETH last week, worth roughly $63 million, down from over 100,000 ETH in each of the prior three weekly periods. Tom Lee said the previous pace would have taken Bitmine to its 5% Ethereum supply target by mid-July, prompting the slowdown. Bitmine holds over 4.7 million ETH staked, generating an estimated $319 million in annualised staking rewards at current yields. Bitmine Immersion Technologies (BMNR) bought 26,659 ETH last week worth roughly $63 million, sharply down from…

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Data shows the Estimated Leverage Ratio has seen a sharp decline for Ethereum on Binance, a sign that traders have been pulling back on risk. Ethereum Leverage Ratio Has Dropped To A Value Of 0.57 As pointed out by an analyst in a CryptoQuant Quicktake post, speculative activity in the Binance Ethereum derivatives market has observed a cooldown recently. The indicator of relevance here is the “Estimated Leverage Ratio” (ELR), which tracks the ratio between the ETH Open Interest and Derivatives Exchange Reserve. The former metric, the…

ChainCatcher 消息，据 CNBC 独家报道，Circle Internet Group 通过旗下新区块链 Arc 的原生代币预售融资 2.22 亿美元，全稀释网络估值达 30 亿美元。Andreessen Horowitz 领投 7500 万美元，参投方包括 BlackRock、Apollo Funds、洲际交易所（ICE）、Standard Chartered Ventures、ARK Invest 及 Bullish 等十余家机构。 Arc 为面向机构金融设计的公链，Circle CEO Jeremy Allaire 表示公司正从稳定币发行商转型为更广泛的互联网平台公司，进入操作系统业务与应用业务。代币分配方面，Circle 持有初始 100 亿枚供应量的 25%，60% 分配给网络建设者与参与者，15% 为长期储备。Circle 同时发布了一套帮助开发者构建 AI…

Base Azul is set to go live on mainnet May 13, bringing a multiproof security system to the Coinbase Layer 2. Summary Base Azul combines trusted execution environment proofs with zero-knowledge proofs, allowing either method to finalize proposals independently. When both proof systems agree, withdrawal finality can fall to as little as one day, a significant improvement for users moving assets between chains. Empty blocks on the Base network fell 99% over the past two months, from roughly 200 per day to around two. Base Azul, described by the network as its first fully independent upgrade, is set to activate…

ChainCatcher 消息，据 The Block 报道，受伊朗拒绝美国和平框架、霍尔木兹海峡局势紧张影响，布伦特原油周一一度突破 104 美元，比特币则维持在 8.1 万美元上方震荡。分析师认为，当前加密市场更多由地缘政治驱动，而非基本面因素主导。QCP Capital 将当前市场形容为“站在十字路口”，并将 8.4 万美元视为比特币下一关键阻力位。 此前推动 BTC 上涨至 8 万美元区间的 ETF 资金流入、上市公司增持预期以及美国《Clarity Act》稳定币法案乐观情绪，近期已出现部分获利回吐。Laser Digital 表示，市场此前提前押注 Strategy 将进行大规模比特币买入，但预期落空后触发止盈抛售。此外，部分企业级 BTC 持仓方放缓或暂停增持，也加剧了市场压力。 与此同时，以太坊成为上周主要抛售对象。报告称，一名同时持有约 10 亿美元 BTC 与 ETH 的巨鲸持续卖出 ETH，导致 ETH 相对 BTC 表现明显走弱。尽管该地址周末继续向交易所转入…

Sui network’s native token, SUI, has climbed 50% over the past seven days after a Nasdaq-listed company staked a large portion of the token’s supply and developers announced upcoming features, including zero-fee stablecoin transfers and private transactions. SUI traded around $0.94 on May 4 before climbing to $1.41 on Sunday, according to CoinGecko. Over the same timeframe, trading volume surged from more than $213 million to over $2.5 billion. Ryan McMillin, co-founder and chief investment officer of Australian crypto investment manager Merkle Tree Capital, told Cointelegraph the rally has likely been driven by multiple reinforcing catalysts.He pointed to a “meaningful supply squeeze”…

ChainCatcher 消息，Ondo Finance 宣布通过基于 LayerZero 的 Ondo Bridge，将代币化股票与 ETF 从 BNB Chain 和 Ethereum 引入 Hyperliquid 的 HyperEVM 生态。目前已有 35 种代币化资产支持跨链，包括 SPY on、QQQ on、NVDA on、TSLA on、GOOGL on、CRC on、NFLX on、BABA on 等。用户可在 Hyperliquid 上将代币化现货股票与永续合约组合使用，执行基差交易、资金费率套利及 Delta 中性策略等高级交易。Ondo 表示，其代币化股票并非依赖链上碎片化流动性，而是锚定 NYSE、Nasdaq 等传统市场底层流动性。自 2025…