holders

CryptoQuant analyst Axel Adler Jr. stated that short-term holders of Bitcoin, holding for no more than 6 months, have transferred a total of 549,300 BTC to exchanges.During the same period, the price of Bitcoin rose from $64,000 to $78,000, an increase of about 21%; after reaching a local high of $81,800, it fell by about 4.1%, but still retained most of the gains.

Solana treasury company SkyAI (formerly Sharps Technology, stock code SKYA) is facing shareholder opposition ahead of its annual shareholder meeting on September 18. A group holding nearly 10% of shares plans to vote against the re-election of the entire board of directors.The group's concerns include the weakening of shareholder rights, the "poison pill" plan, and related party transactions.

CryptoQuant analyst Darkfost stated that the supply ratio of long-term Bitcoin holders has significantly increased during this pullback, with many traders buying and holding for over 6 months during the dip.This is a common global behavior during bear markets or significant pullbacks, where long-term holders have much lower Bitcoin liquidity, helping to form a solid bottom support. This is a positive signal on a long-term level, slowly accumulating.

The CEO of Bitcoin Reserve Company Metaplanet, Simon Gerovich, posted on the X platform in response to the controversy surrounding the company's equity incentive plan and MMXX Ventures. Gerovich admitted that the company "failed to adequately explain" the incentive arrangement known as "Series 10 Stock Options" and stated that he is a "significant but non-controlling shareholder" of MMXX's parent company, not involved in its trading decisions.The controversy stems from a stock rights plan established in December 2022, with a reward pool set at 20% of Metaplanet's fully diluted equity. After shifting to a Bitcoin reserve strategy in April 2024, the company dilutes existing shareholders with each new share issuance, while Gerovich's option rights increase accordingly. On August 18, the board canceled the floating adjustment mechanism, fixing the Series 10 pool at 319 million shares and setting a five-year lock-up period, but did not restore the reward pool to the level it was at when the Bitcoin strategy was initiated. On August 28, Gerovich exercised 92,000 Series 10 options, acquiring 64 million new shares, and currently holds about 6.2% of the company; he and MMXX together hold over 27% of the fully diluted equity.Shareholders expressed dissatisfaction. A shareholder using the pseudonym The Bitcoin Pharaoh stated on X that the adjustments in August were "a step in the right direction," but demanded that Gerovich address the issues that have arisen, disclose the owners of MMXX, and restore the reward pool to the level it was at when the Bitcoin strategy was initiated.

CryptoQuant analyst Darkfost posted on platform X, pointing out that the profit ratio of short-term Bitcoin holders (STH SOPR) has recently shown noteworthy changes. This indicator measures the profit realization of short-term holders who have held for less than 6 months, and it has now risen above 1, reaching approximately 1.01, marking the first time in over a year that it has entered the profit zone.Darkfost noted that during the last bear market, short-term Bitcoin holders remained in an average loss state for about a year, while the current level is significantly higher than the brief reaction in May of this year, indicating that the optimism among short-term holders is improving. A healthy market should not avoid profit-taking but rather needs to realize profits continuously and moderately, especially for short-term holders, who are the most active and sensitive group in the market. If the 30-day moving average of STH SOPR can maintain its position in the current area, it will be a very positive signal, as historically, every bull market has been accompanied by continuous profit realization from short-term holders.

CryptoQuant analyst Darkfost posted on platform X, pointing out that the profit margin of short-term Bitcoin holders (STH SOPR) has recently shown noteworthy changes. This indicator is used to measure the profit realization of short-term holders who have held for less than 6 months, and it has now risen above 1, reaching approximately 1.01, marking the first time in over a year that it has entered the profit zone.Darkfost noted that during the last bear market, short-term Bitcoin holders remained in an average loss state for about a year, while the current level is significantly higher than the brief reaction in May of this year, indicating that the optimism among short-term holders is improving. A healthy market should not avoid profit-taking but rather needs to realize profits continuously and moderately, especially for short-term holders, who are the most active and sensitive group in the market. If the 30-day moving average of STH SOPR can maintain in the current area, it will be a very positive signal, as historically, every bull market has been accompanied by short-term holders continuously realizing profits.

U.S. Treasury Secretary Blinken stated that they are communicating with any parties supporting Iran, warning airlines, shipping companies, and digital asset stakeholders that they may become targets of a new round of sanctions.He mentioned that the U.S. will systematically "remove bad actors" concerning the Iran issue and advise all parties to steer clear of related transactions and cooperation regarding Iran and Russia, emphasizing that support should not be provided to the aforementioned regimes.

The US spot XRP ETF has recorded net inflows for 11 consecutive trading days, attracting approximately $170 million in funds during this period. Since its launch in November last year, the cumulative net inflow of these funds has reached about $1.68 billion. As of Wednesday morning, the trading price of XRP was around $1.33, down from about $1.45 on August 27, but still higher than the $1 level in mid-August.According to the disclosures in the 13F filings, Goldman Sachs is the largest institutional holder of the XRP ETF, holding approximately $87.4 million, while Jane Street and Millennium Management hold $16.6 million and $16.2 million, respectively. Investment advisors are the largest category of holders, accounting for about $120 million of the disclosed $183 million, while hedge funds hold about $25 million, and brokers and banks hold approximately $17 million and $14 million, respectively.However, institutional holdings and fund inflows measure different dimensions: the 13F filings reflect the holdings as of June 30, while the continuous inflows record new funds from the end of August to early September. These data only reflect the total holdings of the ETF and not the complete exposure of investors to XRP; institutions like Goldman Sachs may hedge part of the price risk through futures or other instruments. The next round of 13F filings will be released in November.

CryptoQuant analyst Axel Adler Jr stated that from August 18 to 28, the 30-day cumulative distribution of Bitcoin long-term holders (LTH) increased from 174,500 to 281,900, a rise of 61.5%, reaching the highest level since 2026 on August 28. This metric accelerated significantly during the rapid rebound after the short-term squeeze in Bitcoin, indicating that long-term holders are taking profits as prices rise.Meanwhile, the LTH MVRV rose from 1.31 on August 18 to 1.64 on August 27, remaining at a level of 1.6 on August 31, which means that the market value of Bitcoin held by long-term holders is approximately 60% higher than their average realized value. This suggests that despite the increase in distribution activity, long-term holders still possess significant unrealized profits. Axel believes that the price rebound after the short-term squeeze has simultaneously elevated the profit levels of long-term holders and the speed of token distribution, creating conditions for further profit-taking. If Bitcoin prices remain stable, long-term holders may continue to release supply, adding extra selling pressure to the market. The current key issue for the market is whether the high-level distribution by long-term holders will continue and whether new buying can absorb this additional supply; otherwise, the market may face price pressure again.

According to Bitcoin.com News, the National Cryptocurrency Association of the United States has launched an interactive map estimating the distribution of 67 million cryptocurrency holders across states and congressional districts. The data shows that California has about 9.5 million holders, ranking first in the nation, followed by Texas, Florida, New York, and Illinois. The related data is a model estimate and not verified actual numbers.Additionally, according to research commissioned by the association, the cryptocurrency industry supports approximately 231,800 jobs in the United States, generating $55.4 billion in economic activity and $30.8 billion in labor income.

CryptoQuant analyst Darkfost stated that during the recent rise of Bitcoin to $80,000, the average unrealized profit margin for short-term holders (STH) is close to 15%. The estimated holding cost is currently around $70,100, and the profit level has reached the highest since July 2025. This range is often accompanied by significant profit growth, which also makes the holding mentality of short-term holders more unstable, and some investors may choose to take profits. Therefore, it is not surprising that Bitcoin is temporarily stagnating around $80,000.

According to a report by Sina Finance, informed sources say that Anthropic has been formulating a plan to allow existing shareholders to sell part of their holdings in the IPO. The report states that the company is also considering setting a lock-up period for share sales that is longer than usual after the listing. It is currently unclear how many shares existing shareholders can sell in the IPO, nor which categories of shareholders can participate in the sale.The report states that Anthropic plans to publicly disclose the IPO prospectus after Labor Day in the United States. The IPO is likely to take place at the end of September or the beginning of October, but Anthropic may also choose to delay the issuance.

The Sandbox released an incident analysis report on the vulnerability on August 22. The report shows that attackers exploited vulnerabilities in cross-chain configuration contracts on the Base and BNB Smart Chain (BSC) to steal 14,742,341.84 SAND from the Ethereum treasury, accounting for approximately 0.5% of the maximum supply, with an estimated economic impact of about $1.4968 million, of which approximately $987,000 was actually intercepted by the attackers. The Ethereum mainnet and Polygon network were not affected.Please do not purchase or send SAND on Base or BNB Smart Chain until further notice. The contracts deployed on Base and BNB Smart Chain have been permanently disabled and will not be reopened. The Sandbox stated that the team has reported the attackers' wallet addresses to blockchain analysis companies TRM Labs and Chainalysis and is in direct communication with relevant exchanges.The Sandbox also announced a compensation plan, which will compensate wallets that legally held cross-chain SAND on Base or BSC before the incident at a 1:1 ratio with Ethereum SAND. The compensation funds will come from The Sandbox treasury, and no new tokens will be issued. The application process will open in the next two weeks and will remain open for two weeks.

According to official news, Mantle Vault has officially expanded from CeFi to DeFi, collaborating with Grove, CIAN, and Fluxion to launch a non-custodial yield vault aimed at stablecoin holders. Users can deposit USDC/USDT into Mantle to obtain institutional-level floating yields through the underlying strategy of sUSDS, along with incentives of Fluxion Points and 5.14 million GROVE tokens (with a target APY of up to 6.5%).The vault adopts a conservative non-leveraged structure, with strategies built by CIAN, capital base provided by Grove's Sky Savings Rate, and liquidity entry managed by Fluxion. Previously, Mantle Vault's AUM on Bybit had exceeded $200 million, and Mantle RWA TVL increased from $22 million to $257 million within the year, with DeFi TVL surpassing $755 million.Mantle stated that by expanding into the DeFi space through Mantle Vault, Mantle and its collaborators are committed to enabling all stablecoin holders to access institutional-level yields without borders, free from geographical restrictions and without the need for intermediary access, and all these components can be combined within Mantle's open financial network.

On August 24, according to CryptoQuant analyst Axel Adler Jr., Bitcoin rose 22% from $63,000 to $77,000 within 8 days, with the profit supply ratio of short-term holders (STH) increasing from 26.1% to 74.9%. Meanwhile, the net inflow of STH to exchanges shifted from negative to +28,600 BTC, breaking through the +25,000 threshold, indicating that profit-taking pressure is building.If this indicator remains above the threshold and price momentum slows down, the risk of selling will significantly increase; if the flow converges to zero and the profit ratio maintains above 50%, the market is expected to continue its upward trend.

According to River statistics, there are 49.6 million adults in the United States who own Bitcoin, which is nearly 21 million more than the 28.8 million who own gold.

The ECX plan will be launched in three phases. The Alpha phase is expected to go live near Bitcoin block height 963648, the Beta phase is scheduled for September 20 at block height 967680, and the permanent mainnet is planned to launch on October 31 at block height 973728. The project is driven by Paul Sztorc, founder and head of Layertwo Labs, and developer of Drivechains and BIP-300/301.ECX will replicate the transaction ledger of Bitcoin's designated snapshot and allocate ECX to the majority of Bitcoin holders on a 1:1 basis on the new network. Users who control their private keys through self-custody wallets at the time of the snapshot will directly receive the corresponding assets, while users of exchanges and other custodial institutions will need to wait for the relevant platforms to decide whether to support the fork and distribute ECX. The original BTC will not be exchanged, locked, or transferred. ECX plans to initially launch seven dedicated sidechains: Thunder, Zside, Bitnames, Bitassets, Photon, Truthcoin, and Coinshift. Of the approximately 1.1 million early Bitcoins associated with Satoshi Nakamoto, about 600,000 ECX will continue to be allocated to these addresses, and approximately 500,000 ECX will be converted through special transactions for early investors and development funds, but this will not affect the BTC on the Bitcoin network.

According to Protos, the UK's HM Revenue and Customs (HMRC) sent over 81,000 warning letters to suspected tax-evading cryptocurrency holders in the 2025/2026 fiscal year, nearly tripling from 27,714 letters in 2024. HMRC believes that most unpaid taxes stem from capital gains during the bull market from 2022 to 2025.The letters remind users that selling, gifting, exchanging, or using cryptocurrency for consumption may trigger capital gains tax obligations, and violators could face penalties of up to 100% of the tax owed plus interest, with harsher penalties for offshore transfers. Additionally, HMRC expects to gain new powers next year to compel foreign cryptocurrency platforms to disclose user information, anticipating an additional £315 million in tax revenue by 2030.

Bitcoin News posted on platform X that the IRS has reminded cryptocurrency holders that they may recently receive fake official letters mailed by scammers, directing recipients to visit a fraudulent "Digital Asset Compliance Portal."The letter contains a QR code, which, when scanned, redirects to a fake IRS website that may request personal information, wallet information, exchange account credentials, or other sensitive data.The IRS stated that it does not operate a platform called "Digital Asset Compliance Portal" and has not sent out these letters. Reports indicate that Coinbase and DarkTower have traced the infrastructure behind this activity to a recently registered domain hosted in Romania. If you receive such letters, do not scan the QR code or provide any information.