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ChainCatcher Сообщение, согласно документам, раскрытым Комиссией по ценным бумагам и биржам США, TeraWulf опубликовала операционные результаты за второй квартал 2026 года, в котором выручка составила 44,76 миллиона долларов, из которых доход от аренды HPC составил 31,93 миллиона долларов, что составляет около 71% от общей выручки.Компания расположена в Нью-Йорке, проект Lake Mariner завершил ввод в эксплуатацию 102 мегаватт IT-емкости, способной генерировать доход, еще 336 мегаватт находятся на стадии строительства, стоимость единицы IT-емкости остается на уровне 8-10 миллионов долларов за мегаватт. TeraWulf завершила приобретение кампуса Muskie Data в Кентукки, что позволит получить до 1 гигаватта электрической мощности; парк Justified заключил аренду с Anthropic, объем соглашения составляет около 401 мегаватта, срок аренды 20 лет, первоначальная сумма контракта составляет около 19 миллиардов долларов.Кроме того, компания за 530 миллионов долларов наличными передаст 50,1% своей доли в совместном предприятии Abernathy, одновременно подтверждая целевой показатель по новым подписанным IT-емкостям на уровне 250-500 мегаватт в год.

Сообщение ChainCatcher, согласно данным BBX, на прошлой неделе завершился самый важный контракт по трансформации биткойн-майнинговой компании в AI, данные о рыночной производительности крипто Публичная компания после IPO дополнительно раскрывают проблемы оценки в отрасли, основные динамики следующие:TeraWulf Inc. (NASDAQ: $WULF) на прошлой неделе раскрыла через SEC 8-K, что компания подписала 20-летний контракт на аренду AI инфраструктуры с ведущей компанией в области AI Anthropic (частная собственность) ------ предмет аренды - это парк Justified Data TeraWulf, расположенный в Хосвилле, штат Кентукки, общей мощностью около 401 мегаватт критической нагрузки IT, ожидается, что в течение начального 20-летнего срока аренды будет получено около $19 миллиардов дохода от аренды (поддерживаемого ожидаемым инвестиционным кредитным рейтингом), первая партия мощности ожидается к поставке во второй половине 2027 года, полная мощность 401 МВт ожидается к достижению в начале 2028 года. В тот же день TeraWulf продала 50,1% своей доли в совместном предприятии AI дата-центра в Аббервилле, штат Техас (168 МВт), покупателем является консорциум инвесторов во главе с Fluidstack, общая сумма сделки составляет около $530 миллионов (в три этапа: первоначальный взнос $250 миллионов в течение 14 дней, $150 миллионов в конце 2026 года, около $130 миллионов в конце апреля 2027 года), первоначальные инвестиции в $450 миллионов были реализованы с премией, полученные средства будут повторно инвестированы в проекты AI инфраструктуры, принадлежащие TeraWulf. Генеральный директор Пол Прагер: "Это знаковое сотрудничество подтверждает нашу способность предоставлять масштабируемую, безопасную энергетическую инфраструктуру для ведущих клиентов AI." $WULF в тот день на пике вырос более чем на 16%, после публикации новости несколько учреждений повысили целевые цены: BofA (Buy, $34), Citi (Buy, $36), Needham (Buy, $33, повышение с $28), Rosenblatt (Buy, $30), средняя цена аналитиков Уолл-стрит превышает $33; с начала года акции компании выросли более чем на 80%, оценка моментума Benzinga составляет 98.06 (крайне сильная).Согласно данным INN от 8 июля, BitGo Holdings (NYSE: $BTGO) с момента Перечислено в январе 2026 года по цене $22.43 упала примерно на 77%, став одним из самых слабых активов в текущем раунде крипто IPO, что свидетельствует о системной депрессии на рынке после IPO криптоактивов; в тот же период Bullish (NYSE: $BLSH) упала примерно на 71% с Перечислено цены $90 в августе 2025 года, eToro Group (NASDAQ: $ETOR) упала примерно на 42% с Перечислено цены в мае 2025 года, Figure Technology Solutions (NASDAQ: $FIGR) упала примерно на 14%, только Circle Internet Group (NYSE: $CRCL) с момента Список в июне 2025 года упала примерно на 6%, что является относительно наименьшим падением. Постоянно слабая рыночная производительность существенно заморозила последующие крипто IPO: материнская компания Kraken Payward приостановила процесс Перечислено этой весной, Grayscale, Consensys и Ledger все отложили планы IPO до улучшения рыночных условий.

ChainCatcher сообщает, что по данным BBX, вчера был завершен индекс крупнейших IPO в мире, и логика оценки трансформации горнодобывающих компаний в AI достигла исторической точки поворота. Основные динамики следующие:SpaceX, Inc. (NASDAQ: $SPCX) согласно отчету от 7 июля, компания на этой неделе официально была включена в индекс Nasdaq 100, став первым случаем в истории, когда крупнейшее единовременное IPO ($750 миллиардов) было включено в Nasdaq 100. CoinDesk также выпустил историческое предупреждение: "В предыдущие два раза, когда крупнейшие новые компоненты были добавлены ------ Palantir ($PLTR) в декабре 2024 года, Strategy ($MSTR) в начале 2025 года ------ после включения наблюдалось временное снижение, а не начало нового ралли"; аналитики отмечают, что фонды пассивного управления Nasdaq 100 завершили "обязательную покупку" во время включения, и если после этого не будет новых фундаментальных катализаторов, цена акций часто корректируется после исчезновения технического покупательского давления. Конкретные риски, с которыми сталкивается SpaceX, также включают: чистый убыток в Q1 2026 около $4.27 миллиарда (основная причина - расходы на интеграцию xAI), план выпуска облигаций на $2 миллиарда и 3.4% размывание доли акций из-за приобретения Cursor/Anysphere за $60 миллиардов; Morningstar сохраняет оценку справедливой стоимости в $62 за акцию, что предполагает около 70% потенциального снижения по сравнению с текущей рыночной ценой. Для рынка, который владеет биткойнами SpaceX (18,712 монет, примерно $1.2 миллиарда, хранящихся в Coinbase Prime), включение в Nasdaq 100 вызовет более крупные позиции SPCX в пассивных фондах, что еще больше сблизит традиционных индексных инвесторов с косвенной экспозицией к биткойн-активам.TeraWulf Inc. (NASDAQ: $WULF) согласно последнему анализу, доходы от аренды высокопроизводительных вычислений (HPC) компании в Q1 2026 составили $21 миллионов, что составляет около 62% от общего дохода в $34 миллиона, впервые превысив доходы от майнинга биткойнов ------ это первое историческое изменение структуры доходов TeraWulf после трансформации в компанию AI/HPC инфраструктуры, что на 117% больше, чем доходы от HPC в $9.7 миллиона в Q4 2025. В настоящее время компания подписала контракты на аренду AI/HPC общей мощностью более 522 мегаватт с Core42 и Fluidstack, ожидая годовой доход с высокой маржой около $630 миллионов; энергетическая структура включает ядерную и гидроэлектрическую энергию, средняя цена электроэнергии составляет около $0.035 за киловатт-час, что является одним из самых низких среди аналогичных горнодобывающих компаний. Компания также разрабатывает новый парк в штате Кентукки, добавляя около 480 мегаватт мощности подключения к электросети; целевые диапазоны цен аналитиков значительно повышены, Keefe Bruyette & Woods повысили с $23 до $37, Clear Street с $26 до $38, Jefferies начал покрытие с рейтингом Buy и целевой ценой $37, BTIG также повысил. С начала 2026 года акции компании выросли примерно на 88%, что является лидирующим показателем в секторе горнодобывающих компаний.

Сообщение ChainCatcher, по данным Decrypt, компания по добыче биткойнов TeraWulf подписала 20-летний контракт с Anthropic на строительство AI-центра данных мощностью около 401 МВт в парке Justified Data в Хоусвилле, штат Кентукки, США, который, как ожидается, принесет около 19 миллиардов долларов дохода.Согласно соглашению, первая фаза этого парка ожидается в запуске во второй половине 2027 года и достигнет полной мощности в начале 2028 года. TeraWulf заявила, что этот контракт, как ожидается, получит поддержку инвестиционного кредитного рейтинга. Кроме того, TeraWulf продала 50,1% своей доли в совместном предприятии Abernathy группе, возглавляемой партнером Fluidstack, с премией, чтобы выйти из своей инвестиции в около 450 миллионов долларов.После публикации новости акции TeraWulf на время выросли почти на 14%, акции таких компаний, как IREN, Hut 8, Cipher Digital и других компаний по добыче биткойнов также выросли более чем на 10%.

According to The Block, U.S. Senators Bernie Sanders and Elizabeth Warren, along with Representative Robert Scott, sent a letter to the Department of Labor requesting the withdrawal of a proposed rule that would allow 401(k) retirement plans to include alternative assets such as cryptocurrencies. The lawmakers stated in the letter that the proposed rule would create a so-called safe harbor for fiduciaries offering alternative investments, which would strip retirement savers of long-standing investor protections and encourage the use of riskier, more complex, and expensive investments.The Department of Labor announced the proposed rule in March, providing guidance steps for 401(k) plan managers to include alternative assets (including private equity, real estate, and digital assets) in their portfolios. Lawmakers expressed concerns about the volatility of digital assets and cited a Federal Bureau of Investigation report indicating that crypto-related fraud losses could exceed a record $11 billion in 2025. They also pointed out the Trump family's conflicts of interest in the crypto space, stating that the Department of Labor's proposed rule could enhance the president's interests at the expense of ordinary workers and retirees.

Michael Selig, Chairman of the U.S. Commodity Futures Trading Commission (CFTC), stated that the enforcement actions during the Biden administration are "politically targeted" at Gemini co-founder cryptocurrency exchanges and that he is pushing for a correction in the handling of related cases.Under Michael Selig's leadership, the CFTC last week requested a federal court to withdraw the $5 million settlement reached between the agency and Gemini in January 2025. This settlement occurred before the Donald Trump administration took over the commission. Gemini co-founders Tyler Winklevoss and Cameron Winklevoss had each donated $1 million to Donald Trump's 2024 campaign and attended White House events, including the signing ceremony of the GENIUS Act related to stablecoins.

According to on-chain analyst Yu Jin's monitoring, institutions continue to buy and stake HYPE, driving HYPE to set a new all-time high this morning, reaching a maximum of $75.8.According to on-chain data monitoring, in the past 10 hours, at least 1.136 million HYPE (approximately $82.42 million) have been withdrawn from trading platforms and deposited for staking by ETFs and institutions such as Bitwise Hyperliquid ETF, a16z, and Galaxy Digital. Among them, Bitwise Hyperliquid ETF (BHYP) withdrew 336,000 HYPE (approximately $24.43 million) from Coinbase and deposited it for staking;a16z withdrew 300,000 HYPE (approximately $21.58 million) from trading platforms such as Kraken and OKX and deposited it for staking; a certain address 0x279...BA8 withdrew 191,000 HYPE (approximately $13.80 million) from Coinbase Prime; a certain address 0x9C4...6FC withdrew 160,000 HYPE (approximately $11.71 million) from Coinbase and deposited it for staking; Galaxy Digital deposited 147,000 HYPE (approximately $10.90 million) for staking.

The blockchain security agency PeckShield has issued an alert stating that Gnosis Pay is currently undergoing a security attack. Meanwhile, Gnosis co-founder Martin Köppelmann has publicly urged users to immediately withdraw their GNO and EURe assets to mitigate potential risks.Market analysis indicates that Gnosis Pay, as an important infrastructure connecting payment scenarios with on-chain assets, may face short-term selling pressure on Gnosis GNO and the euro stablecoin EURe if it is confirmed that funds have been stolen or protocol vulnerabilities exploited, further affecting market sentiment for Gnosis ecosystem-related projects.Currently, the official has not disclosed the scale of the attack, the amount of losses, or specific technical details, and the situation is still developing. Users holding related assets or using Gnosis Pay services should closely monitor official follow-up announcements and assess their risk exposure in a timely manner.

According to CoinDesk, JPMorgan analyst Nikolaos Panigirtzoglou and others stated that as signs of easing tensions in the Middle East emerge, investors are gradually withdrawing from the Bitcoin and gold markets. The "devaluation trade" that had driven demand for both is losing momentum.In the past two weeks, both Bitcoin and gold-related ETFs have seen significant outflows, and institutional positions in the CME futures market have also weakened simultaneously. This trend indicates that investors are retreating from the macro hedging trades that had become popular due to inflation concerns and global instability, and it is not that Bitcoin funds are shifting to gold, but rather that both asset classes are facing a simultaneous decline in demand. Since the Iran conflict, Bitcoin has been a major representation of the "devaluation trade."

According to developer donnoh, due to a vulnerability that occurred during a recent upgrade, the status updates of the Base network have been stagnant for over 30 hours. However, since the withdrawal from Base to the Ethereum mainnet requires about a 7-day challenge period, most ordinary users have not yet noticeably perceived this anomaly.Subsequently, the official Base status page released an announcement confirming that the issue originated from a fault related to the TEE (Trusted Execution Environment) enclave, which caused the network proposal process to be interrupted, thereby affecting the status update process.The official statement indicated that the withdrawal function of the Base mainnet is currently experiencing delays, and the team is working on repairs. Aside from the withdrawal process, other core network components have not been directly affected.

J.P. Morgan analysts, including Nikolaos Panigirtzoglou, stated that as signs of easing tensions in the Middle East emerge, investors are gradually withdrawing from the Bitcoin and gold markets. The "devaluation trade" that previously drove demand for both is losing momentum.In the past two weeks, both Bitcoin and gold-related ETFs have seen significant capital outflows, and institutional positions in the CME futures market have also weakened concurrently. This trend indicates that investors are retreating from the macro hedging trades that became popular due to inflation concerns and global instability, and it is not a case of Bitcoin funds shifting to gold; rather, both asset classes are facing a simultaneous decline in demand. Since the Iran conflict, Bitcoin has been a major representation of the "devaluation trade."

According to on-chain monitoring data, in the past ten days, the Gate hot wallet has transferred out a total of over 453,486.74 HYPE, valued at approximately 25.18 million USD based on the price at the time of transfer.

According to CoinDesk, Michael Kramer, founder and CEO of Motte Capital Management, stated that the U.S. Treasury's related settlement operations are expected to withdraw about $150 billion in liquidity from the financial system, which may exacerbate Bitcoin's current decline.He pointed out that Bitcoin often serves as a leading indicator of liquidity and has recently fallen below the key support level of approximately $75,000, down about 11% from this month's high of $82,500. Michael Kramer expects that this round of liquidity tightening will mainly come from U.S. Treasury bonds and short-term Treasury bill settlements.

The U.S. Commodity Futures Trading Commission (CFTC) announced on Tuesday that it has jointly filed a motion with Gemini Trust Company LLC in the U.S. District Court for the Southern District of New York, requesting the dismissal of a previous judgment against Gemini.The case was originally filed in June 2022, and the parties reached a consent order in January 2025. After a comprehensive review, the CFTC concluded that the lawsuit should not have been filed and would not be filed under current enforcement standards.The review identified six major issues: the complaint was primarily based on statements from a whistleblower of questionable credibility; the investigation targeted Gemini as a victim of fraud rather than the alleged fraudster; there were serious doubts about the strength of the evidence against Gemini; relevant supporting materials were concealed and not submitted to the commissioners during the CFTC's vote on the complaint; the litigation team invoked deliberative process privilege to prevent Gemini from obtaining evidence necessary for its defense; and personnel improperly used CFTC regulatory power to create leverage for settlement.The CFTC determined that continuing to enforce the forward-looking provisions of the consent order is neither consistent with its mission nor in the public interest, and that the non-forward-looking provisions of the consent order (such as civil penalties) have been fulfilled. The parties jointly request the court to vacate the remaining forward-looking provisions.

According to crypto analyst Ai Yi @ai_9684xtpa, after a 5-day break, the a16z affiliated entity has started to accumulate a large amount of HYPE again.Data shows that in the past 7 hours, this entity has withdrawn a total of 253,947.43 HYPE from multiple exchanges and market maker addresses, worth approximately 15.03 million USD, with an average withdrawal price of about 59.2 USD. Currently, HYPE has retraced about 10% from its historical high, now reported at 58.13 USD.

According to the official announcement, Binance is expected to suspend token deposits and withdrawals on the Base network on May 29, 2026, at 01:00 to support its network upgrade and hard fork. Token trading on the aforementioned network will not be affected. The project team expects to carry out the network upgrade and hard fork on May 29, 2026, at 02:00.

According to CoinDesk, Bitcoin mining company turned HPC infrastructure developer TeraWulf (WULF) announced the acquisition of a site in Kentucky, USA, capable of supporting over 1 gigawatt of AI and high-performance computing (HPC) loads for the development of a massive data center. The first phase of 500 megawatts is expected to gradually come online starting in the second half of 2028, with a goal of adding another 500 megawatts before 2030. The company stated that the key constraints in the market under the AI boom have shifted from computing hardware to power and transmission infrastructure. Following the news, TeraWulf's stock price surged 13% during trading, and shares of other companies in the same sector, such as Hut 8 (HUT), Keel Infrastructure (KEEL), IREN (IREN), and Cipher Mining (CIFR), also rose.

According to TheEnergyMag, TeraWulf (NASDAQ: WULF) announced the acquisition of the Muskie Data Campus located in eastern Kentucky, which is expected to support over 1 GW of data center capacity. The first phase of 500 MW is scheduled to begin delivery in the second half of 2028, with the second phase of 500 MW targeted for completion in the second half of 2030.The parcel was acquired from Industrial Equity Partners, covering approximately 285 acres, located within a 1000-acre industrial park in eastern Kentucky. Kentucky Power (a subsidiary of AEP) has initiated the construction of a 345 kV substation, connecting to the 765 kV transmission network, and the transmission infrastructure and energy service agreements have been signed simultaneously.TeraWulf stated that the project has completed zoning planning, and the permitting work is progressing, with limited preliminary site preparation work. Following the completion of this acquisition, TeraWulf's footprint in Kentucky will expand to two major digital infrastructure projects, with a total platform capacity exceeding 2.8 GW. The company reported revenue of $34 million in the first quarter, including $21 million from HPC leasing.

The latest report from the blockchain analysis platform Swissblock shows that Bitcoin is gradually slipping into a high-risk environment, primarily due to continuous selling by institutional funds, especially driven by net outflows from the U.S. spot Bitcoin ETF. Historical data indicates that whenever this index signals selling pressure overwhelming the market at a structural level, it often corresponds to systematic distribution behavior by institutional funds.On-chain data analysis firm Glassnode also pointed out that since May 7, the U.S. Bitcoin spot ETF has shown net outflows almost every trading day, with institutional selling signals persisting for over two weeks. "Such continuous capital outflows are exerting pressure on the supply side of the market, while currently, there has not been sufficient buying demand to hedge against this," further exacerbating the risk of supply-demand imbalance.In the market, Bitcoin faced short-term pressure on Tuesday due to geopolitical disturbances. Reports indicated that the U.S. is implementing a new round of military strikes against Iran, despite recent progress on a peace agreement between the two sides. Bitcoin's price fell by about 1%, briefly dipping from above $77,000 to around $76,500, but overall it still maintained a range-bound pattern for nearly four months.CoinEx Chief Analyst Jeff Ko stated that although geopolitical events may trigger short-term volatility, the market focus may still lean towards potential reconciliation progress between the U.S. and Iran, with the overall cryptocurrency market "still in a wait-and-see state." In summary, the current Bitcoin market faces dual pressures: on one hand, the continuous outflow of spot ETF funds has weakened key buying support; on the other hand, geopolitical uncertainty has amplified short-term volatility risks. If institutional risk appetite does not improve marginally, the risk index may rise further, necessitating caution against the adjustment pressure brought by technical selling and emotional resonance.

According to Onchain Lens monitoring, Arthur Hayes (@CryptoHayes) associated wallet (0x827ca7...3D3D55) has again withdrawn 85,714 HYPE from Bybit, worth 5.37 million dollars.