Author: driver789

Ether has continued to lag behind Bitcoin during the latest crypto market recovery, with analysts at JPMorgan saying weaker network activity and fading confidence across the altcoin market have kept institutional demand tilted toward Bitcoin. Summary Bitcoin ETFs and CME futures positioning have recovered faster than Ether after the Iran conflict driven market selloff. JPMorgan said Ethereum upgrades over the past three years failed to generate meaningful growth in network activity. Repeated crypto hacks and weaker DeFi activity have continued to weigh on investor confidence in altcoins, according to JPMorgan.  According to a report from JPMorgan led by managing director…

Crypto exchange Kraken announced Thursday that it had changed its cross-chain provider from LayerZero to Chainlink’s Cross-Chain Interoperability Protocol, joining a number of protocols that have made the move following the Kelp DAO exploit in April.Kraken said it is deprecating its existing cross-chain provider and migrating to Chainlink CCIP as its exclusive cross-chain infrastructure to secure Kraken Wrapped Bitcoin (kBTC) and all future wrapped tokens.The company added that it chose Chainlink CCIP because it “offers enterprise-grade infrastructure with strict security and risk management requirements.” These include certifications, secure-by-default design, 16 independent nodes and native rate limits.LayerZero has been under scrutiny…

ChainCatcher 消息，据路透社报道，波兰议会通过加密货币监管法案，以落实欧盟《加密资产市场监管法案》（MiCA），波兰需在 7 月前完成相关规则实施。此次立法背景为波兰加密交易所 Zondacrypto 涉嫌大规模诈骗。波兰检方已对其展开多百万美元级别欺诈调查，预计用户损失超过 3.5 亿兹罗提（约合 9593 万美元），数千名用户目前无法提取资金。 波兰总理 Donald Tusk 此前称，Zondacrypto 背后可能涉及“俄罗斯资金”及外国政治影响问题。该交易所创始人 Sylwester Suszek 于 2022 年失踪，现任负责人 Przemyslaw Kral reportedly 已前往以色列。波兰总统 Karol Nawrocki 此前曾两度否决相关 MiCA 实施法案，认为监管要求过重，可能导致加密企业流失。

Bit Digital has reported lower first-quarter revenue and another steep quarterly loss as the Nasdaq-listed company continues redirecting capital from bitcoin mining into Ethereum staking and treasury operations. Summary Bit Digital reported a $146.7 million net loss as revenue from ETH staking, cloud services, and crypto mining declined in Q1. The company held more than 154,000 ETH at the end of March while continuing to reduce exposure to bitcoin mining. Bit Digital said future capital deployment will continue focusing on Ethereum operations and infrastructure businesses. According to Bit Digital’s earnings report released Thursday, first-quarter revenue came in at $27.9 million,…

On-chain data shows investor realized profits on the Ethereum network have hit their highest level in three weeks alongside the dip in the ETH price. Ethereum Realized Profit/Loss Shot Up Recently According to data from on-chain analytics firm Santiment, the Ethereum Network Realized Profit/Loss has observed a spike recently. This indicator tells us, as its name suggests, the net amount of profit or loss that ETH investors as a whole are realizing through their transactions. The metric works by going through the transfer history of each token being sold on the blockchain to determine the price at which it was…

Washington’s week from hell for stablecoins and the Fed. Summary Over the past 12 hours, crypto X has behaved less like a meme factory and more like a Bloomberg terminal, with feeds dominated by U.S. regulatory brinkmanship, institutional Bitcoin bets and rising macro anxiety around the next Fed Chair. Traders and analysts are fixated on three overlapping storylines: Kevin Warsh’s looming Senate confirmation as a pro‑Bitcoin Fed Chair, knife‑edge votes on stablecoin yield and the Clarity Act, and MicroStrategy’s refusal to stop buying BTC even as technicians warn of 30% drawdowns. In the background, Australia’s plan to scrap its 50%…

Market maker giant Jane Street is again drawing intense attention in crypto markets, with experts claiming the firm’s “next target” may now be Ethereum (ETH).  The speculation comes after reports that Jane Street made several major adjustments to its positions during the week, following months of scrutiny tied to alleged trading manipulation connected to Bitcoin (BTC). From Bitcoin Retreat To Ethereum Expansion Jane Street, one of Wall Street’s most active proprietary trading firms, reportedly reduced multiple Bitcoin-linked holdings in the first quarter (Q1) of the year, while meaningfully increasing its exposure to assets tied to Ethereum. Jane Street’s position in…

ChainCatcher 消息，据 The Block 报道，摩根大通分析师表示，尽管伊朗冲突后加密市场整体复苏，但以太坊和山寨币持续跑输 Bitcoin。分析师认为，除非网络活动、DeFi 和现实世界应用出现实质性改善，否则这一自 2023 年开始的趋势不太可能改变。分析师指出，现货 Bitcoin ETF 已收复约三分之二的此前流出资金，而现货以太坊 ETF 仅收复约三分之一。CME 期货持仓显示，机构重建 Bitcoin 敞口的力度强于以太坊，Bitcoin 期货持仓已几乎完全恢复，而以太坊期货持仓仍低于此前水平。分析师还质疑即将到来的以太坊升级能否有效提升网络活动。他们表示，过去三年的升级主要降低了 Layer 2 交易成本，导致以太坊网络费用下降、代币销毁机制减弱、净供应增长加快，从而削弱了 ETH 的价格支撑。对于山寨币，分析师指出流动性差、市场深度不足、DeFi 活动增长有限以及屡次黑客事件侵蚀了信心，阻碍了新资本配置。

Ronin Ethereum is migrating to a Layer 2 on May 12 with roughly 10 hours of scheduled downtime. Summary Ronin will hard fork at block 55,577,490 on May 12, transitioning from an independent sidechain to an Ethereum Layer 2 on the OP Stack. All transfers, swaps, and smart contract interactions will pause for roughly 10 hours during the migration window. RON token inflation will drop from over 20% to below 1%, with 90 million RON redirected to the treasury as marketplace fees rise to 1.25%. Ronin, the gaming-focused blockchain behind Axie Infinity, is executing a hard fork on May 12…

Developers behind the Tezos ecosystem launched a testnet prototype for private blockchain payments designed to resist future quantum computing attacks, as concerns grow that advances in quantum technology could eventually compromise existing blockchain privacy systems.The prototype, called TzEL, uses post-quantum cryptography and zk-STARK proofs to shield transaction data and encrypted payment metadata that could otherwise be vulnerable to “harvest now, decrypt later” attacks, where encrypted blockchain data collected today is decrypted in the future, according to Tezos. The prototype also uses Tezos’ Data Availability Layer to handle the larger proof sizes associated with post-quantum cryptography, which developers say has been…