Bitdeer Taps $1B for AI Pivot With Up to 30% Dilution
VanEck warns AI-linked miners are earning premium valuations before most leased capacity is delivered. Execution, dilution, debt and tenant quality are the next market test, not the announcement.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
VanEck warns AI-linked miners are earning premium valuations before most leased capacity is delivered. Execution, dilution, debt and tenant quality are the next market test, not the announcement.
Thin volumes and low implied volatility leave Wednesday's U.S. CPI and Clarity Act progress as the main tests for Bitcoin's next move.
The move could give crypto projects a clearer route to fund network development, but Friday's vote would only start the rulemaking process.
The 50-month MA held as the 2018 floor and gave way by 28% in 2022; layering limit orders below spot and pairing with a recurring DCA is pitched as the patient way in.
Regulatory clarity is the key variable for fundraising and on-chain market design, with legal conditions carrying as much weight as access.
The FCA's 2027 deadline puts full FSMA authorisation at the centre of UK access decisions for exchanges, custodians and stablecoin firms.
The restart would put one of the crypto market's most visible corporate Bitcoin accumulation programs back in focus for institutional investors.
The crypto line is bleeding; the rest of the business is still growing. A 73% drop in July trades and a 50% smaller average ticket is the retail-engagement signal that won't wash out.
The filing landed days after Trump Media ended its Crypto.com partnership and scrapped the proposed CRO treasury. The political-tied digital-asset bet is unwinding fast.
The $12.7B loss is the obvious read, but the real signal is the pivot: Saylor moved from "never sell" to "sell some". A structural turn for the largest corporate Bitcoin holder.
Nvidia's offer to absorb up to 25% of asset-value risk on some deals reframes GPU compute as a yield-bearing infrastructure class, the same frame Akash and Render have spent years trying to earn.
The pivot is the loudest signal: with quarterly revenue halved YoY and $BTC down roughly 42% from mid-2025 highs, the energy portfolios miners built for hashing now look more valuable as AI compute…
The license is the structural beat, not the headline: Coinbase now has a regulated base outside the US to issue tokenized shares as securities, blockchain-native tokens, and DeFi collateral all at…
Trump Media treated its 14,139 BTC as a flagship treasury asset; a 2,650 BTC Crypto.com transfer and a maturing $1B debt facility now test whether it stays on the balance sheet or becomes a…
The year-old, US-regulated crypto-friendly lender has quadrupled deposits to $4.6B in four months and is about to double its private-market value, with the 12% leverage rule forcing the raise.
The move breaks the corporate BTC trade's central thesis that buying could go on forever. With Strategy's yield sliding and Metaplanet below coin value, this won't be the last forced sale.
Each of these committee chairs has opposed past crypto bills, and Waters went so far as to call the Clarity Act the 'Calamity Act' during a hearing walkout.
The loss is mostly a mark-to-market hit on bitcoin holdings; the structural story is the 0.7x mNAV discount and a new CEO framing XXI as more than a pure bitcoin treasury.
Ethereum, BNB Chain, Base, Solana and Sonic absorbed 94% of year-to-date public token-sale capital, leaving dozens of L1s and L2s to fight for the remaining 6%.
The MiFID-anchored rollout turns Coinbase's UK arm into a regulated multi-asset venue rather than a crypto-only broker, as 88% of net revenue already comes from outside bitcoin spot trading.