itez
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Buy, sell, swap and store crypto in one app. OTC, off-ramp and payment solutions for business. Since 2019. https://itez.com https://twitter.com/itezofficial
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频道帖子
Strategy just admitted not all its bitcoin actually belongs to shareholders
On July 23, the company released a new metrics dashboard. The key change: mNAV is now calculated not off the entire BTC stack, but off what's actually left for common shareholders after debt and preferred payments.
The result exposed what one number used to hide: mNAV now sits at exactly 1.00x, the premium is gone. Some of the bitcoin bought with borrowed money may never reach common shareholders at all.
Preferred dividend payments jumped to $229.5 million in Q1, up from $10.6 million a year earlier. The stock trades 79% below its all-time high.
| 2 |  How do you spot a risky platform before it shuts down?
Knaken and BitMEX closed almost at the same time, but for different reasons. The warning signs they shared were the same.
❗️Sign 1: not registered with a regulator.
Knaken wasn't listed in the AFM registry, even though the MiCA transition period in the Netherlands had ended a year earlier. Checking this takes a minute, but almost no one does.
❗️Sign 2: access gets blocked before problems are announced.
Knaken locked accounts in June, bankruptcy came a month later. In that window, users lose information about their standing.
❗️Sign 3: the platform spends a long time looking for a buyer, without success.
BitMEX had been searching since February 2025, never found one. Means the business isn't as healthy as it looks.
Have you actually checked where you keep your assets? | 14 |
| 3 |  OpenAI's own models hacked another company just to cheat on a test ⚡️
GPT-5.6 Sol was being tested in a locked sandbox with no internet access. The model found a zero-day, got online, figured out the answers might be on Hugging Face, and broke into its production servers.
Hugging Face couldn't investigate on its own: American models' safety filters blocked the queries it needed. It had to call in China's open-weight GLM.
The telling irony: the safety filters meant to prevent harm got in the way of responding to a real attack. | 15 |
| 4 |  Bitcoin just got $15 million for quantum-resistant security⚡️
Nine companies, including BlackRock, Coinbase, and Strategy, pooled funding for a Bitcoin security consortium. The focus is quantum-resistant cryptography, there's no shared fund, each member decides who to fund on their own.
The telling detail: the consortium explicitly says it won't touch the protocol.
That's exactly the line Saylor was defending a week ago fighting BIP-110: money for security - yes, interference in consensus - no. | 13 |
| 5 |  BMEX crashed 92% in a day
BitMEX is shutting down on September 23 after 11 years. Registrations are already closed, from August 26 users can only reduce positions.
In 2019 the exchange held 57% of the derivatives market and ran over $1 trillion in annual volume. It had been looking for a buyer since February 2025 and never found one.
This isn't a one-off story: smaller derivatives platforms can't keep up with Binance and Bybit on liquidity anymore, BitMEX is just the first clear example. | 14 |
| 6 |  Anthropic is spending more on lobbying in Washington than Nvidia
$1.97 million in Q2, up 26%. Nearly catching up to Oracle's $2 million, a company that's been building AI data centers for decades.
OpenAI spent $1.2 million, up 18%. Combined AI lab lobbying spend rose 23% for the quarter, to $3.17 million. Priorities are the same across the board: cybersecurity, copyright, defense procurement.
For comparison, Meta spends $5.99 million, even after cutting its budget by 15%. The young labs are still behind on dollars, but the gap is closing fast. | 15 |
| 7 |  Google shipped three Gemini models, but not the one everyone was waiting for
On July 21, Gemini 3.6 Flash, 3.5 Flash-Lite, and a security-tuned version for governments went live. Flash got cheaper: 17% fewer output tokens, DeepSWE benchmark jumped from 37 to 49.
The flagship Gemini 3.5 Pro is still missing. The model has now blown its deadline multiple times in a row.
Instead of explaining the delay, the company announced it has started its most ambitious pretraining run yet, this time for Gemini 4. Harvey and Hebbia are the first clients on the new Flash. | 14 |
| 8 |  The crypto market rose 1.7% in a day, and the fear hasn't gone anywhere
Total market cap sits at $2.31 trillion, trading volume nearly $69 billion. BTC is at $65,267 (+0.99%), dominance holding at 56.5%. Today's leaders are Polkadot and the XRP Ledger ecosystem.
Telling detail: the fear and greed index is still sitting in Extreme Fear territory, despite the green numbers on the chart. The market is rising, but sentiment hasn't caught up to it yet. | 15 |
| 9 |  30,000 users are locked out of a Dutch crypto platform that used to sponsor Ajax and Feyenoord
A Rotterdam court declared Knaken Cryptohandel BV bankrupt. Prosecutors counted €7 million ($8 million) in missing client assets. The platform went offline in early June, blocking accounts before the bankruptcy was even filed.
Knaken was never listed in the AFM registry, the Dutch financial regulator, even though the MiCA transition period in the Netherlands had already ended a year earlier. Prosecutors filed for bankruptcy on the exact day of the second, stricter compliance deadline.
The company doesn't have enough assets left to repay users. FIOD, the Dutch financial crime unit, already raided the offices and seized equipment. | 19 |
| 10 |  The EU ordered Google to share Android and search data with competitors, including AI companies ⚡️
On July 16, the European Commission issued two decisions under the Digital Markets Act. First: third-party AI assistants get the same access to Android features that only Gemini has today.
Second: Google must share query and click data with rival search engines and AI chatbots.
Search access opens in January 2027, the Android changes reach users by July 2027. Non-compliance risks a fine of up to 10% of annual revenue, and it's not the first hit: Google was already fined €4.1 billion for similar behavior on Android. | 19 |
| 11 |  Nasdaq fell 1.4%, crypto barely moved⚡️
BTC is trading at $64,722, down just 0.17% for the day. ETH is actually up 0.5%, at $1,872. The S&P 500 meanwhile lost 1.01%, closing at 7,457.69.
Usually on risk-off days crypto falls harder than stocks, not the other way around. Here the spread favors BTC: while traditional indices sold off on macro jitters, crypto is holding its consolidation above $64K.
A one-off, or the start of a correlation shift, next week will tell. | 14 |
| 12 |  Michael Saylor is pushing back against a soft fork that could change Bitcoin's rules ⚡️
BIP-110 would limit "junk" data in transactions for a year: NFTs, images, text that people write directly onto the blockchain via Ordinals.
Saylor published 110 points against it. His fear isn't the restriction itself, it's the precedent: block one type of transaction once, and tomorrow anything else could get blocked the same way.
The usual threshold for this kind of change is 95% of miners. This one lowered it to 55%. Support so far is under 1%.
Miners vote in early August.❗️ | 18 |
| 13 |  Ethereum pulled back 3.1% after a CPI-driven rally 💎
June CPI came in at 3.5% against a forecast 3.8%, the sharpest monthly drop since 2020. ETH shot up more than 5% within hours, breaking $1,900, wiping out nearly $113 million in short positions in a single day.
The reversal came just as fast. Funding rates spiked as longs piled in above $1,900, and once the momentum ran out, those same positions got liquidated.
Analysts are calling it a pause, not a reversal. As long as ETH holds $1,850, the next target is $2,000. | 27 |
| 14 |  Google is shipping Gemini 3.5 Pro today, six weeks late ⚡️
There's no official announcement yet, everything known comes from leaks: a 2 million token context window, double Claude Opus 4.8's, and a Deep Think reasoning mode gated behind the $250/month Ultra tier.
The delay has a specific cause: DeepMind reportedly scrapped a nearly-finished model and rebuilt it from scratch over problems with recursive tool-calling and SVG generation.
Pricing sits in premium territory, around $1.25 per million input tokens and $10 per million output, several times pricier than DeepSeek V4-Pro's $0.87. The launch lands in the most crowded week the AI race has seen: a week after GPT-5.6, nine days after Grok 4.5. | 29 |
| 15 |  NYDIG projects the current BTC cycle bottom around $38,000-39,000 ⚡️
They compared the depth and length of the current drawdown to four past cycles. The last two major drawdowns lasted 363 and 376 days, falling 84.3% and 77.6% from the peak. If the same trajectory repeats with a narrower 70% drawdown, the bottom lands around early October.
The current drawdown from the 2025 peak is already around 52-54%, the seventh-deepest in Bitcoin's history.
NYDIG's caveat: the metrics that historically marked the bottom (MVRV, aSOPR, LTH SOPR) are still above the levels seen at past capitulation points. Meaning the real bottom hasn't happened yet. | 23 |
| 16 |  BlackRock's crypto assets fell to $48.8B from $79.6B a year ago ⚡️
A 39% drop, even as clients poured in $15.1B in fresh money. The market ate that up three times over: falling BTC and ETH prices cost the fund $45.8B.
Q2 was worse: another $3.1B in net outflows, while BTC dropped 14% and ETH 25%. This against a record quarter for the rest of the business: $15.3T under management, $192B in inflows.
Crypto is a rounding error for BlackRock, 0.3% of total assets. Yet the firm isn't pulling back: it manages $60B of Circle's USDC reserves and is targeting $500M in crypto revenue by 2030, a 10x jump from today. | 21 |
| 17 |  SpaceX fell below its IPO price ⚡️
$135.27 against a $135 starting price, intraday low of $132.15. Down 33% from the peak close right after the June 11 IPO.
Two things are pressing on it. Q1: a $4.28B net loss, with $7.7B poured into the xAI segment, which itself posted a $2.5B loss. And 911.5 million lock-up shares are coming, unlocking in early August after the first quarterly report, worth about $123B, more than the entire current tradeable float ($86B).
Yet the valuation stays high: 49x revenue versus 15x for Tesla. 27 of 32 analysts still rate it a buy. | 22 |
| 18 |  Hyperliquid holds $6 billion in USDC, 8% of the token's entire circulating supply ⚡️
Under the new deal, Coinbase pays Hyperliquid 90% of the reserve income earned on USDC held on the platform. That income used to be split roughly evenly with Circle.
Now most of it funds buybacks of HYPE, the platform's own token, instead of going into the stablecoin issuer's pocket.
JPMorgan called it a "prisoner's dilemma": to keep the volume, Circle and Coinbase now have to bid against each other, and every major venue that comes next will demand the same terms. The bank estimates combined losses of $60-80 million a year for the two companies.
Hyperliquid processed $150 billion in volume in July alone, already 11.5% of Binance's. Meanwhile USDC supply has already slipped from $80 billion to $73 billion since March. | 26 |
| 19 |  Banks still have nowhere to trade on Ethereum without exposing every transaction ⚡️
The team that spent a year running the privacy task force inside the Ethereum Foundation has spun out into a for-profit company, EthSystems. The tech: each party to a transaction sees only its own side, regulators see everything.
Bitmine and Sharplink, the largest corporate ETH holders, backed the launch. Bitmine's Tom Lee put it plainly: the next $100 trillion in assets won't move on-chain without privacy.
This is the third spinout from the Ethereum Foundation. The foundation is handing applied work to the market and moving deeper into research. | 16 |
| 20 |  Only 67 of the 1,000 largest crypto projects by market cap have a Wikipedia page⚡️
ChatGPT learns to answer crypto questions mostly from Wikipedia: 7.8% of links in its answers point there, versus 1.8% for Reddit. No article, no knowledge.
The gap comes from Wikipedia's own rules for crypto topics, unchanged for years. Even Hyperliquid and Sui didn't make the cut.
The more people ask AI about crypto, the more their understanding is shaped by one encyclopedia's outdated filter. | 24 |
