Key Takeaways:
- FTX to resume creditor repayments on September 30
- Corporate and institutional buying continues despite market weakness
- ETF flows mixed for third day in a row
- Altcoins lead correction, Solana hit hardest
Corporate Demand Persists — Why the Dip Is Temporary
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Bitcoin Miners Post Heavy Losses as AI Pivot Moves From Slide Deck to Construction Site
MARA and CleanSpark both reported Q1 and Q2 results yeasterday defined by mark-to-market losses on Bitcoin holdings. The more important story is what's being built with the proceeds.
ZEC Rallies as Zcash Shares Post-Quantum Roadmap
Quantum-recoverable wallets are due in June and a full protocol upgrade by 2027, adding technical substance to a run initially driven by Multicoin Capital's position disclosure.
Circle Launches Agent Stack to Put USDC at the Centre of Machine-to-Machine Payments
The stablecoin issuer's new product suite — wallets, a service marketplace, and sub-cent payment rails — puts Circle directly in competition with Coinbase's x402 and Solana's Pay.sh for the machine-to-machine payments market.
SharpLink Posts $686 Million Loss on ETH Price Slide, Announces $125 Million Onchain Yield Fund With Galaxy
The headline GAAP loss is almost entirely non-cash. The more consequential development is SharpLink's shift from basic staking into institutional-grade DeFi yield strategies, formalised in a new fund with Galaxy Digital.