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Crypto market news parser from @rawa_imagination with news in English. Trading AI assistant for intraday traders: https://t.me/tribute/app?startapp=sQW

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  • 10:23Those drawdowns make the historical result harder to replicate in real time than the final numbers imply. Bitcoin also carried custody, liquidity, tax, and portfolio-risk characteristics far removed from SPY or a diversified large-cap fund. Related Reading Bitcoin ETFs built a powerful bid, but the same machine can now accelerate selling Spot Bitcoin ETFs have widened access to BTC, but the same flows that support price can reverse quickly when macro pressure rises. Apr 29, 2026 · Gino Matos ICI reported $18.8 trillion in active mutual funds and ETFs as of June 2026, with indexed mutual funds and ETFs holding nearly $21.9 trillion. Long-term active funds recorded $7.78 billion of net outflows, and long-term index funds attracted $119.32 billion. Those numbers show how investors have already weighed in on the active-versus-passive debate. Passive products have captured more assets and new money as most large-cap active funds struggle to clear their benchmarks over long periods. Bitcoin adds an asset-allocation dimension to that debate, with the decade’s largest difference in this comparison coming from exposure to another asset class. Manager selection inside US equities operated within a much narrower range of outcomes. Two paths for active managers The bull case for active management depends on equity gains broadening beyond the largest companies. A wider group of AI beneficiaries and sector leaders would give managers more opportunities to exploit dispersion. Broader participation would also reduce the penalty for holding smaller weights in the index’s dominant stocks. Related Reading AI stock concentration flashes dot-com warning as Bitcoin miners’ pivot faces test AI exposure has become a balance-sheet test for miners that sold investors on HPC growth before Bitcoin gets any relief. Apr 29, 2026 · Liam 'Akiba' Wright The bear case keeps benchmark concentration near current extremes. Passive funds would continue increasing their exposure to winners as market values climb. Active managers with tighter diversification limits could keep falling behind whenever a few mega-cap names account for an outsized share of index returns. Scenario What happens in equities What happens to Bitcoin Read-through Active bull case AI gains broaden beyond mega-cap leaders BTC remains a separate allocation story Stock pickers get more room to outperform Passive dominance case Index concentration stays extreme BTC comparison keeps highlighting allocation over selection Passive funds keep benefiting from mega-cap momentum Bitcoin endurance case Equity returns remain narrower BTC holds long-term gains despite volatility Portfolio allocation matters more than manager selection Bitcoin drawdown case Active/passive debate continues inside equities BTC suffers another major cycle decline The 87x result looks harder to repeat in real time Another deep drawdown for Bitcoin could erase years of gains for buyers who enter near a cycle peak. The 2017 and 2021 collapses show how much endurance the historical return required. Investors who held Bitcoin through two drawdowns near 80% finished the decade with roughly $828,000 more than the equivalent SPY position. That outcome puts the scale of portfolio allocation beside the narrower fight over who can pick stocks well enough to beat an index. The post Bitcoin turned $10,000 into $870,000 in a decade where 87% of active stock funds failed to beat passive rivals appeared first on CryptoSlate. https://cryptoslate.com/bitcoin-turned-10000-into-870000-in-a-decade-where-87-of-active-stock-funds-failed-to-beat-passive-rivals/0,00%
  • 10:23Bitcoin turned $10,000 into $870,000 in a decade where 87% of active stock funds failed to beat passive rivals Bitcoin returned 87 times over a decade, while only 13% of actively managed US large-cap equity funds beat comparable passive funds' benchmarks through June 30, according to Morningstar data reported by The Wall Street Journal. That rate rose to 27% over the latest 12 months, and Wall Street has argued that AI-driven dispersion and higher interest rates should give stock pickers more room to outperform. Bitcoin closed at $673.34 on June 30, 2016, and closed at $58,558.86 on June 30, 2026. This means a $10,000 position in the top crypto will grow to about $869,677. That equals roughly 87 times the original capital and an 8,597% total return, resulting in Bitcoin compounding at about 56.3% a year over the period. State Street lists SPY’s 10-year annualized total return at 15.35% through June 30, with distributions reinvested. A $10,000 investment compounded at that rate reached about $41,704, and Bitcoin finished with about 20.9 times the final wealth. Related Reading SEC approves spot Bitcoin ETFs after 11 years of rejections After over a decade of hesitation, the SEC's green light for spot Bitcoin ETFs signals a new era for crypto in mainstream finance. Jan 10, 2024 · Assad Jafri Fund mandates kept most active large-cap managers inside equities, since US spot Bitcoin ETFs arrived only in 2024. Investors made the broader comparison at the portfolio level, where capital could move across asset classes. Investors spent years deciding whether professional stock selection could earn enough excess return to justify its fees. A separate allocation to Bitcoin generated a far larger dollar outcome for holders who endured its volatility. Asset / category Starting point Ending value Total return What it shows Bitcoin $10,000 ~$869,677 ~8,597% One asset-allocation call produced an 87x outcome SPY, distributions reinvested $10,000 ~$41,704 ~317% Passive U.S. equity exposure compounded strongly, but far below BTC Active large-cap funds 13% beat passive rivals 87% failed to beat N/A Most stock-picking funds lagged comparable passive alternatives The stock picker’s market faces Bitcoin S&P 500’s 10 biggest members represent more than 40% of its weight, according to Dow Jones Market Data, the highest concentration since the 1960s. Market cap weighting automatically gives more weight to companies as their valuations climb, so a diversified active manager can trail the benchmark by holding smaller positions in the stocks already driving index returns. Wide dispersion gives managers more chances to identify winners, while extreme concentration raises the cost of missing a few dominant names. A manager can make several successful selections and still trail an index powered by a small group of mega-cap companies. The benchmark absorbs more exposure to its strongest constituents as their market values expand. Active managers have to decide how closely their portfolios should resemble that concentration. Market condition Why it should help active managers Why it still favored passive indexes High stock dispersion More winners and losers to select from Missing the biggest winners became more costly S&P 500 concentration Creates clear leaders to overweight Top 10 stocks made up more than 40% of the index Market-cap weighting Automatically rides rising winners Passive funds increased exposure as winners grew Diversification limits Reduces single-stock risk Can leave active funds underweight the stocks driving returns A Bitcoin holder made one asset-allocation decision and carried that exposure through an entire decade. The return depended heavily on surviving losses that would breach many conventional portfolio limits. Wells Fargo notes that Bitcoin fell about 83% from its 2017 peak, and later fell about 77% from its 2021 peak. A holder seeking the full 87x decade return had to absorb both collapses without abandoning the position.0,00%
  • 09:07Contract / dataset Funding cap Funding floor Settlement interval What it showed XBTUSDTM at 20:15 UTC +0.003 -0.003 8 hours Funding rate was inside limits, so hourly trigger was not active COTIUSDTM Contract-specific Contract-specific 1 hour Only active contract observed on hourly settlement Broader active-contract list Varies by contract Varies by contract Mostly non-hourly No clear first-day automatic activation identified Automatic rule Varies by contract Varies by contract Triggered contracts move hourly Applies without separate announcement after cap/floor breach KuCoin's broader active-contract data at the same time showed only COTIUSDTM on an hourly interval. That cycle began July 28 under a separate KuCoin notice, before the automatic rule took effect, so the first-day reading did not identify a contract newly in an automatic hourly state, although it cannot rule out a brief activation earlier in the day. Related Reading Bitcoin price is being held up by $79B in futures market bets that could unwind fast BTC's futures activity has surged as ETF inflows resume, creating a market that could extend higher or unwind quickly if liquidity fades. Jul 8, 2026 · Oluwapelumi Adejumo For traders, the change is timing. Reaching a contract's limit can turn the next funding period into an hourly balance sheet event, while returning to a slower schedule requires at least 36 consecutive qualifying hours. The realized rate still determines each transfer. The post KuCoin’s new perp rule can turn one funding-rate extreme into 36 hours of hourly settlements appeared first on CryptoSlate. https://cryptoslate.com/kucoins-new-perp-rule-can-turn-one-funding-rate-extreme-into-36-hours-of-hourly-settlements/0,00%
  • 09:07KuCoin’s new perp rule can turn one funding-rate extreme into 36 hours of hourly settlements KuCoin activated a rule after 08:00 UTC on Aug. 17 that moves USDT- and USDC-margined perpetual contracts to hourly funding settlement once their contract-specific funding cap or floor is reached. The change applies starting with the next funding period and will happen without a separate announcement, shortening the time between potential funding debits and credits for traders who keep positions open. Under the mechanism, the trigger is the funding rate at a scheduled settlement. If that rate is at or above the contract's upper limit, or at or below its lower limit, KuCoin switches the contract to a one-hour interval unless it is already settling hourly. Trigger condition What KuCoin changes What does not change Trader impact Funding rate hits or exceeds contract cap Contract moves to hourly settlement next period Funding formula, cap, floor, and positions stay unchanged Funding debits/credits can occur more often Funding rate hits or falls below contract floor Contract moves to hourly settlement next period Direction and size of position still determine payment Shorter interval between balance impacts 36 consecutive hourly periods stay within ±0.002% Contract returns to four-hour settlement from 37th period No separate notice required Traders must track the reset condition themselves Any hourly reading exceeds ±0.002% during cooldown 36-hour count resets Contract remains in hourly mode Hourly exposure can persist longer than expected KuCoin said the interval adjustment changes settlement frequency but leaves its funding calculations, funding limits, and users' positions unchanged. Funding may be debited or credited more often, but cumulative cost still depends on the realized rates, the side and size of the position, and how long it remains open. Related Reading Bitcoin funding rates just flashed one of the bleakest signals in months before one macro number changed everything Bitcoin funding collapsed to a three month extreme and that was only the first clue of bigger stress. Mar 8, 2026 · Andjela Radmilac KuCoin perp change explained The exchange requires 36 consecutive one-hour settlements with an absolute funding rate no greater than 0.002%, and a reading above that threshold resets the count. Once all 36 periods qualify, the post-trigger schedule moves from hourly to four-hour settlement starting with the 37th period, again without separate notice. Related Reading US crypto perps are live but Bitcoin may be the only market many traders can actually use Kalshi’s broader board is now visible, but depth, spreads, funding, and venue habit will decide whether alt markets matter. Jun 26, 2026 · Liam 'Akiba' Wright KuCoin does not apply a universal cap or starting interval, and its announcement uses a Bitcoin perpetual with upper and lower limits of plus and minus 0.3% as an example. At 20:15 UTC on Aug. 17, KuCoin's live XBTUSDTM contract data showed a 0.003 cap, a minus 0.003 floor and an eight-hour interval. Its current funding rate fell within those limits, so the contract had not entered the mechanism's hourly phase.0,00%
  • 00:42The post Solana treasury firm cuts shares 700-for-1 but leaves room for nearly 100 billion more appeared first on CryptoSlate. https://cryptoslate.com/solana-treasury-firm-cuts-shares-700-for-1-but-leaves-room-for-nearly-100-billion-more/0,00%
  • 00:42Solana treasury firm cuts shares 700-for-1 but leaves room for nearly 100 billion more Solana treasury company SOLAI Limited (formerly BIT Mining) said shareholders approved a capital reset that leaves it with 100 billion authorized Class A ordinary shares after a 700-for-1 consolidation. The vote came nearly a month after the New York Stock Exchange suspended trading in its American depositary shares. Related Reading BIT Mining's Solana move sparks stock surge to three-year high The Bitcoin mining company wants to position itself as a key public exposure vehicle for the Solana blockchain. Jul 10, 2025 · Oluwapelumi Adejumo SOLAI Limited said Monday that investors at an Aug. 14 extraordinary general meeting first approved increasing authorized Class A shares from 38.4 billion to 70 trillion, representing the authorized capacity for the pre-consolidation shares. They then approved an immediate consolidation of every 700 ordinary shares into one, reducing the authorization to 100 billion shares in post-consolidation units. In comparable post-consolidation units, the former 38.4 billion-share authorization would have equaled about 54.86 million shares, making the new ceiling roughly 1,823 times larger. Monday’s results release did not identify a financing, acquisition, compensation program, or other specific use for that capacity. Related Reading Bitcoin miners start funding pivot to AI with debt while selling BTC to stay liquid CoinShares’ latest mining report suggests the biggest shift is that stressed miners are selling coins, stronger operators are pivoting into AI, and listed mining stocks are becoming less pure Bitcoin proxies than many investors assume. Mar 26, 2026 · Gino Matos NYSE suspended SOLAI’s ADSs on July 16 after their average global market capitalization over 30 consecutive trading days fell below the exchange’s $15 million minimum. An exchange Form 25 attachment later said the Solana treasury firm did not appeal within the 10-business-day window and that removal was scheduled to take effect Aug. 17. Deutsche Bank’s depositary record listed the sponsored ADR as active on the OTC Pink market under SLAIY at the reporting cutoff. The former Bitcoin mining firm reported 1.92 billion Class A shares issued and outstanding as of March 31, then disclosed another 1.16 billion shares issued on June 2 as acquisition consideration. That produces a pre-consolidation total of about 3.09 billion shares before any later changes, and a simple 700-for-1 conversion of that total yields about 4.41 million shares. Infographic showing Solana treasury SOLAI’s share reset, including a 700-for-1 consolidation and a post-consolidation total of 100 billion authorized shares. SOLAI’s holder-level rounding rule and any issuance, cancellation, or adjustment after June 2 mean the calculation is not a current cap table. On that limited basis, the apparent authorized but unissued capacity would be about 99.996 billion shares. Related Reading Bitcoin treasury investors are turning on companies diluting them to keep buying For two years, buying more Bitcoin was enough to lift a treasury stock. Strategy's BTC Yield is now sliding, Metaplanet sits below the value of its coins, and Europe's new entrants are asking investors to fund them on terms nobody has priced yet. Jun 29, 2026 · Andjela Radmilac The ordinary-share consolidation also follows a separate July action that changed SOLAI’s ADS ratio from 100 to 700 ordinary shares per ADS through a one-for-seven ADS reverse split, without issuing or canceling underlying shares. The Aug. 17 company release and Deutsche Bank record, read alongside the July depositary filing that preceded the shareholder vote, did not explain how that ratio would operate after the later consolidation of the ordinary shares themselves. An updated issued-share count, a stated use for the authorization, and any new depositary instruction are now the key disclosures for OTC holders.0,00%
  • 00:40Kraken Parent Payward Joins Glasswing, Gets Access to Claude Mythos to Hunt Security Flaws Payward is joining Project Glasswing, Anthropic’s program for giving vetted organizations access to its powerful cybersecurity AI. https://decrypt.co/375836/kraken-payward-anthropic-project-glasswing-claude-mythos0,00%
  • 00:19Minnesota Says xAI's Grok Created 'Marketplace for Digital Sexual Violence' Elon Musk’s AI firm says the state’s first-of-its-kind nudification ban violates the First Amendment. Minnesota says it regulates a tool, not speech. https://decrypt.co/375828/minnesota-xai-grok-marketplace-digital-sexual-violence0,00%
  • 23:39The key developments to watch are whether the PIPE closes and whether Vulcan delivers a formal redemption notice. Until then, the planned debt reduction remains contingent rather than completed. The post Crypto miner warns of potential bankruptcy as unclosed financing leaves $33 million in maturing debt exposed appeared first on CryptoSlate. https://cryptoslate.com/crypto-miner-warns-of-potential-bankruptcy-as-unclosed-financing-leaves-33-million-in-maturing-debt-exposed/0,00%
  • 23:39Crypto miner warns of potential bankruptcy as unclosed financing leaves $33 million in maturing debt exposed Under its current plan, the proposed Vulcan financing totals $39.4 million and would redeem $33.1 million in senior notes due Oct. 31. Its Aug. 14 quarterly filing said the company would use the financing for that redemption. However, as of Aug. 16, Vulcan had not reported the financing closed. The company, formerly Greenidge Generation, said the private investment in public equity, or PIPE, had not closed. It said no proceeds had been received and no securities had been issued. At June 30, Vulcan held $3.197 million of cash and cash equivalents. In addition, it held $6.027 million of digital assets, or $9.2 million combined, compared with $33.138 million of note principal. Related Reading Greenidge signs $74 million debt restructuring deal as bankruptcy fears emerge Greenidge Generation Holdings is restructuring a significant portion of its debt with NYDIG ABL and will provide hosting services. Dec 20, 2022 · Oluwapelumi Adejumo A 21-day financing window Under the July financing agreements, Vulcan would sell 17,146,190 shares at $1.71 each, raising about $29.3 million. It would also issue a $10 million convertible note to Machine Investment Group. Machine Investment Group and affiliates of Atlas Holdings are leading the transaction. Closing remains subject to several conditions. They include approval to list the relevant shares on Nasdaq and delivery of transaction and collateral documents. They also require stockholder consent and at least $30 million of gross proceeds. The agreements may be terminated, subject to exceptions, if closing has not occurred by Oct. 10. That outside date falls 21 days before the notes mature. Related Reading Bitcoin miners start funding pivot to AI with debt while selling BTC to stay liquid CoinShares’ latest mining report suggests the biggest shift is that stressed miners are selling coins, stronger operators are pivoting into AI, and listed mining stocks are becoming less pure Bitcoin proxies than many investors assume. Mar 26, 2026 · Gino Matos The note terms call for the principal and final scheduled interest payment on Oct. 31. An optional redemption requires 10 to 60 calendar days' notice. Vulcan's Aug. 14 results release said it intended to redeem the notes, but explicitly said the release was not a redemption notice. Vulcan estimates $37.7 million of net PIPE proceeds. It plans to apply $33.1 million to the notes, plus approximately $1.4 million of contractual interest expected in connection with the redemption. Its presentation shows total debt falling from $36.9 million to $13.7 million. It shows net debt falling from $27.7 million to $1.3 million. Those figures are illustrative and assume the financing closes and proceeds are used as planned. They also include the new $10 million Machine Investment Group note. Related Reading Wall Street is paying up for Bitcoin miners’ AI infrastructure before most of it is built VanEck says AI-linked miners are earning premium valuations before most leased capacity is delivered, leaving execution, dilution, debt, and tenant quality as the next market test. Jun 17, 2026 · Gino Matos Debt reduction remains conditional A separate exchange completed during the second quarter reduced about $3.6 million of the old notes. In return, Vulcan issued roughly $1.4 million of notes due in 2030 and 1,277,111 shares. That transaction is complete, while the larger October reduction remains conditional. Vulcan said projected operating cash flow would not be enough to meet its existing debt obligations. If the PIPE does not provide the required funds, the company said it would need another financing or a maturity extension. It also listed restructuring, asset disposals, or another alternative. Failure to secure one could result in a default. According to the quarterly filing, a default may require restructuring, potentially including bankruptcy protection.0,00%
  • 23:16Prediction Markets Give the Fed 74% Odds of Standing Pat in September Traders across Polymarket, Kalshi, and Myriad are leaning the same way: no change at the September meeting. https://decrypt.co/375821/prediction-fed-rate-change-september0,00%
  • 22:36https://cryptoslate.com/forced-liquidations-begin-in-30-days-for-business-crypto-accounts-missing-new-verification-rules-on-bybit/0,00%