Crypto Pulse—Industry Perspectives

Ethereum is facing an important debate over how the network rewards participants who stake ETH.Around 34% of the total ETH supply is currently staked, up significantly from approximately 29% at the beginning of 2026. As more ETH is locked to secure the network, a group of Ethereum researchers argues that the network may now be issuing more ETH than necessary to maintain security.To address this issue, a proposal called EIP-8363: Tapered Issuance Burn has been introduced. Instead of maintaining t

Hyperion DeFi, a Nasdaq-listed company trading under the ticker HYPD and focused on building a HYPE treasury, has just reported its strongest quarter since shifting its focus toward the Hyperliquid ecosystem.In Q2 2026, the company recorded $31 million in net income, roughly 3.5 times the $8.8 million reported in the previous quarter. At the same time, Hyperion’s HYPE holdings increased to approximately 2.04 million tokens, with a total value of $132.6 million at the end of the quarter.The bigge

The U.S. Securities and Exchange Commission has abruptly postponed the public meeting at which it was expected to unveil “Regulation Crypto,” one of the agency’s major rulemaking efforts for digital assets. The SEC postponed the Friday meeting in an end-of-day statement on thursday, citing an “unforeseen scheduling issue” as the reason for canceling the meeting.The meeting had been expected to unveil new plans for digital assets as landmark crypto legislation remains stalled in Congress. The pos

Tether, the company behind USDT, expanded its physical gold holdings significantly during the second quarter of 2026. According to Tether’s Q2 attestation, the company added 14 tons of gold, taking its total holdings to more than 146 tons, valued at approximately $18.8 billion at the end of June. The disclosure is significant because Tether is one of the largest issuers in the digital-asset market, and the assets it holds to support its business can influence how investors view the stability and

OverviewRobinhood Chain, the Ethereum Layer-2 network built on Arbitrum technology, has become the highest-revenue L2 in the Ethereum ecosystem less than two months after launch. Robinhood launched the public mainnet on July 1, 2026 at a London event, alongside Stock Tokens, agentic trading, and a broader DeFi product suite. In July, its first full month of operation, the network generated approximately $3.6 million in revenue according to Blockworks Research data, placing it ahead of Polygon Po

OverviewStrategy (NASDAQ: MSTR), the Michael Saylor-chaired firm formerly known as MicroStrategy, has now gone seven weeks without buying Bitcoin. Its last disclosed purchase was 520 BTC on June 22, 2026. In the weeks since, the company has done the opposite of accumulate: an August 10 Form 8-K filed with the U.S. Securities and Exchange Commission shows Strategy sold 1,690 BTC between August 3 and August 9 for $108.6 million net, at an average price of $64,262 per coin, well below its $75,385 a

OverviewEthereum co-founder Vitalik Buterin published a post on X overlaying his 2023 roadmap, the one organized around the Merge, the Surge, the Scourge, the Verge, the Purge and the Splurge, onto the Ethereum Foundation's Strawmap, the living technical reference maintained at strawmap.org and last revised on August 4. His summary was that a lot of overlap remains, but that priorities have been reshuffled, several long-standing projects have been deprioritized outright, and others have been rep

dappOS is a Web3 AI Operating System that allows users to create and deploy customized Web3 applications or complete tasks through simple chat prompts. dappOS positions xBubble as its flagship AI product, helping turn simple user intentions into real-world outcomes, while DOS serves as the project's native token across the broader ecosystem. Key Takeaways:- dappOS is positioned as an AI operating system for Web3, focused on turning user requests into real actions on the blockchain.- xBubble AI i

Executive SummarySuper Micro Computer (NASDAQ:SMCI) surged as much as 9.9% on Wednesday, August 12, 2026, trading between $30.92 and $35.10 before settling near $33.99.The move came after Tuesday's after-hours earnings report, where SMCI missed revenue estimates but crushed EPS expectations and issued a fiscal 2027 revenue forecast of $65 billion to $72 billion, far above the roughly $53 billion Wall Street consensus.Trading volume hit 95.52 million shares, more than double the stock's 44.13 mil

I. Macro & Market Sentiment(Market Data)· BTC Price: $63,773 (24h -0.38%)· Funding Rate: +0.0100%· Fear & Greed Index: 38 (Fear)(Key Events Ahead)· The Bank of Japan may consider another rate hike at its September 17-18 policy meeting to address escalating inflation risks.· The U.S. SEC will hold a public meeting on Friday (10:00 AM ET) to discuss whether to issue customized offering rules for investment contracts involving crypto assets.II. Trading Signals / Hotspots(Bitcoin · Capital Inflows)·