Crypto Industry News & Market Trends

Bitcoins quantum debate turns into a governance fight over BIP-361

A draft plan developed to protect Bitcoin against future quantum computing advancements has turned the debate in a different direction. The discussion is no longer related to cryptography, but governance. Is a system that was set up to resist changes capable of agreeing on an important upgrade before it is imperative？　　This week, the issue got renewed attention when Cardano co-founder Charles Hoskinson claimed that the biggest problem for Bitcoin is not quantum computing in itself but the ability to organize a response ahead of time before the threat is confirmed.　　Hoskinson says Bitcoin may struggle to coordinate　　During a conversation on The Starting Block on Friday, Hoskinson pointed out that quantum computing could pose a threat to Bitcoin‘s position as the world’s top digital currency, currently valued at about $1.3 trillion, should the network be unable to come to an agreement on an upgrade.　　“The issue with Bitcoin is it‘s frozen in time. It’s very difficult to change anything,” he said, according to The Block.　　According to Hoskinson, Cardanos governance model stands in stark contrast to that of Bitcoin. “If there needs to be a migration, we can have a vote, and then there could be an onchain function to do that,” he said.　　The

07-25Industry

Strategy now publishes the Bitcoin return threshold below which it may have to restructure

Strategy‘s newly published metric shows Bitcoin could decline at a constant annual rate of 11.34% across the weighted duration of the company’s credit structure before its modeled coverage falls below 1.0x.　　The BTC Floor ARR stood at -11.34% at 3:35 p.m. BST on July 24, when Strategys dashboard showed a weighted credit duration of 5.79 years.　　The figure models a multiyear return path using Strategys current Bitcoin reserve, net debt, preferred stock and annual financing obligations. The metric does not establish a fixed Bitcoin-price trigger, covenant threshold or immediate liquidation event.　　Strategy defines BTC Floor ARR as the lowest constant Bitcoin annual rate of return that maintains 1.0x coverage of net debt and preferred stock through its Bitcoin reserve after funding interest and preferred dividends over the modeled period.　　“Below the BTC Floor ARR, Strategy may need to consider restructuring its obligations,” the company states in its metric glossary.　　The obligations behind the floor　　Strategy‘s capital-structure data, reported as of July 20, showed $6.754 billion of debt and a $3.225 billion USD reserve. Under the company’s definition of debt principal minus cash, those figures produce approximately $3.529 billion of net debt.　　The company also reported $15.464 billion of preferred-stock notional, bringing the combined net debt and preferred

07-25Industry

TRON Reaches $90B+ USDT on the Network, $887M+ in Crypto Card Volume in Q2, CoinDesk Data and CryptoQuant

Geneva, Switzerland, July 24, 2026— CoinDesk Data and CryptoQuant, leading platforms in blockchain research and analytics, have released comprehensive reports highlighting the TRON network‘s performance throughout the second quarter and first half of 2026, respectively. These independent analyses point to TRON’s continued dominance in global stablecoin settlement and protocol revenue, alongside its emergence as a broader infrastructure layer for applications, business payments, and the agentic economy, cementing its role as critical infrastructure for digital finance.　　CoinDesk 　　CoinDesk‘s TRON Network Quarterly Report: Q2 2026 highlights continued expansion across the TRON ecosystem, including regulated U.S. market access through Bitnomial, tokenized private credit initiatives with Securitize and Hamilton Lane, and interoperability integrations spanning more than 150 blockchain networks. The report also notes TRON’s growing role in agentic AI through B.AI, deBridge‘s Model Context Protocol (MCP) server, and membership in the Agentic AI Foundation, while highlighting its relative strength during the quarter, underscoring the network’s resilience.　　Key Insights from CoinDesk:User Growth & Peer-to-Peer Activity:Daily active users on TRON averaged 3.5 million in Q2 2026, up from 3.2 million in Q1. As of June 30, approximately 93% of TRONs stablecoin transfer volume was peer-to-peer, the highest share of any tracked chain.Stablecoin Market Share & USDT Growth:TRON‘s share

07-25Industry

Memecoin.Fun raises $3.5M as Robinhood Chain launchpad race grows

Robinhood Chain token launch platform Memecoin.Fun has raised $3.5 million in strategic funding as the networks decentralized exchanges approach $9 billion in cumulative trading volume.　　According to an official announcement from Memecoin.Fun, Becker Ventures led the financing, while BitValue Capital, Mason Labs, Negentropy Capital, and angel investor Billy Wen also participated. The platform completed the transaction through the USDG token, although the announcement did not disclose Memecoin.Funs valuation or the terms received by investors.　　Memecoin.Fun plans to use the capital to build its core products and technical systems. Its proposed work includes launchpad infrastructure for Robinhood Chain, cross-chain bridge functions, and research and operations for a platform designed to support memecoins across multiple blockchains.　　By developing launch and cross-chain tools at the same time, Memecoin.Fun is entering a market that already includes projects competing for token creators and traders on Robinhood Chain. The funding announcement did not provide a release schedule for its launchpad, bridge, or multichain product.　　Funding targets launch and cross-chain tools　　Memecoin.Funs financing arrives as token issuance platforms prepare new products for the recently launched Ethereum Layer 2 network. Robinhood Chain has focused on bringing traditional financial assets on-chain, but early trading has been led mainly by speculative tokens, according to data

07-25Industry

‘Morphing towards AI’ – JPMorgan reveals Wall Streets growing crypto ETF bet

JP Morgan Asset Management released a comprehensive report on ETFs and how they play a huge part in keeping the whole financial market alive.　　As per the report, JP Morgan was the largest active ETF issuer with $300 billion in assets under management (AUM). The firm had ETF flows of over $48 billion across 44 active ETF products.　　Other notable firms that offer crypto ETFs in this list were BlackRock, Fidelity, Goldman Sachs, and Janus.　　Source: JP Morgan Report　　Notably, the firm found that AI-themed ETFs were becoming a favorite among investors despite the recent harsh trading conditions.　　Understanding JP Morgan report on AI-themed ETFs　　The JP Morgan Asset Management report highlighted that AI-themed ETFs led inflows among all ETF sectors in 2026. AI-themed ETFs had an AUM of about $67 billion, followed by the infrastructure sector, which had a cap below $60 billion. Each of the five themes had an AUM of more than $30 billion.　　This trend was occurring even though the AI narrative had a difficult quarter for the sectors price performance. Despite the underperformance of AI-themed ETFs, the growth in their cap showed Wall Street was banking on them heavily.　　Source: JP Morgan Report　　In support of investor preferences on AI narrative, the firms chief

07-25Industry

State Department names Bitcoin Policy Institute partner amid market slump

The Bitcoin Policy Institute (BPI) has been included by the US State Department as one of the founding partners in its new diplomatic initiative. This suggests that Washington is realizing the key role of Bitcoin in its strategic toolkit and is hence moving towards its increasing acceptance, at a time when institutional appetite for digital assets continues to be subdued.　　This move is unlikely to bring about any substantial changes. However, it still stands as an important signal about the rising importance of Bitcoin in the US policy-making board, even if the market players are not yet ready to let their guard down and enjoy the various investment opportunities that cryptocurrencies can bring.　　A signal for holders, not a catalyst for price　　According to CoinMarketCap, Bitcoin (BTC) had a value of approximately $64,000 at the time this article was published, which marks a decrease of around 2% from the previous 24 hours. The lack of substantial reaction was anticipated since Freedom Tech Excellence Program (FTEP) is more of a fellowship program instead of a policy change, government procurement of Bitcoin or stimulus measure.　　Despite that the announcement is meaningful in the long term. The inclusion of Bitcoin supporters in the State Departments digital freedom

07-25Industry

Enjoy Bitcoins Rally Now, but Brace for a Painful August: Analyst

Will history repeat in August with another leg down？　　Although it was stopped at its monthly peak of $67,000 earlier this week, July has gone quite favorably for the primary cryptocurrency for now, showing a double-digit surge from its early low of under $58,000 to roughly $65,000 as of press time.　　However, popular analyst Ali Martinez brought up a painful historical pattern suggesting that the bears are about to return in August.　　Good July, Bad August？　　We know that historical performance rarely translates into successful price predictions. However, BTCs moves in July have largely aligned with almost all previous Julys. As such, the warning from Martinez should be taken under careful consideration. The analyst noted that investors should “enjoy the current rally,” but stop and take a look at the seasonal trend.　　He added that every single August since 2022 has been in the red, which is confirmed by data from CoinGlass. This streak of four consecutive Augusts with retracements brought some violent declines, such as the 14% drop in 2022 and the 11.3% dip a year later.　　If we go back further in history, though, we can see that there have been some quite promising exceptions during the eighth month of the year. Back in

07-25Industry

OpenAI failed to detect its AI agents multi-day hacking spree for a week

OpenAI did not realize for about a week that one of its own AI agents had broken into Hugging Face. By the time the company worked out where the attack came from, Hugging Face had already shut it down and called the FBI, according to Reuters.　　The program was built to work on its own. It could choose what to do, break a task into smaller steps, and carry out those steps with very little human help.　　Around July 9, it tried to get out of OpenAIs locked testing area. Two days later, on July 11, it entered Hugging Face and stayed there until July 13, co-founder Thomas Wolf said. The two companies did not speak about the incident until around July 20.　　OpenAI learned its agent was responsible after the breach had ended　　OpenAI told the public about the breach on July 21, a day after it reportedly first spoke with Hugging Face. The company said one of its AI agents had gone outside the limits set for it and entered another companys systems.　　The story quickly drew global attention, but the first announcement left out several key dates. It did not say that the agent had tried to escape on July 9, spent

07-25Industry

Japans spot Bitcoin ETF could hit $18B in 2 years after debut: Report

According to Japan-based DeFi asset management platform xWin Finance, Bitcoin spot ETFs (exchange-traded funds) could top $18.4B. According to the firm, this was a bullish scenario based on Japans crypto adoption and market participation.　　It added,　　Japan‘s household financial assets total roughly $14.6 trillion. A $18.4 billion Bitcoin ETF market would represent only about 0.13% of that amount. It would also equal approximately 1% of Japan’s public equity investment fund market, which exceeds $1.8 trillion.　　The report noted that the demand for Japan spot BTC ETFs could be from three players. First, existing crypto investors, who are estimated to be about 5 million or 4% of the overall Japanese population.　　Second and third demand lines would come from new retail investors via securities accounts and allocation from institutional players (corporations and financial firms). In fact, this was the trend observed after U.S. Spot BTC ETFs went live in early 2024.　　Can Japan get a third of U.S Spot BTC ETF flows？　　For comparison, U.S spot BTC ETFs hit a cumulative flow of about $56B as of early 2026, two years after their debut.　　If Japans product hit the projected $18.4B flow by the second year, that would mean a third of U.S Spot BTC ETF demand. The

07-25Industry

CLARITY Act Has Two Weeks to Clear the Senate — Or Risk Getting Lost in Midterm Politics

Key TakeawaysThe CLARITY Act confronts a narrow window before the Senates August recess.Ethics restrictions covering public officials remain the principal obstacle to bipartisan agreement.Failure in Congress prolongs regulatory uncertainty for crypto businesses, developers, and investors.　　August Recess Creates a Critical Deadline　　Lawmakers enter a decisive two-week stretch as bipartisan negotiators attempt to settle their remaining differences before the Senate begins its August recess.　　In a July 23 research note, Grayscale Investments, a digital asset investment manager, warned that the legislation faces a narrowing window for passage. Zach Pandl, the firms head of research, wrote:　　“The bill needs to clear the US Senate in the next two weeks (before the August recess), or it will likely get drowned out by midterm election politics.”　　U.S. Senator Cynthia Lummis (R-WY), chair of the Senate Banking Subcommittee on Digital Assets, released revised legislative text July 22 that incorporates proposals from two Senate committees. The updated CLARITY Act merges provisions drafted by the Senate Banking and Agriculture committees into a single negotiating framework. The proposal would more clearly divide oversight of digital asset markets between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).　　Supporters argue that defined jurisdiction, registration standards, disclosure rules, and customer safeguards

07-25Industry

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