coinshares

Tin tức từ ChainCatcher, theo báo cáo của BeInCrypto, CoinShares phối hợp với Token Terminal công bố báo cáo mới nhất cho thấy, trong năm qua (Q2 năm 2025 đến Q2 năm 2026), quy mô tiền gửi tài sản thế giới thực (RWA) được token hóa trong lĩnh vực DeFi đã tăng từ 2,3 tỷ USD lên 7,4 tỷ USD, tăng hơn gấp đôi so với cùng kỳ, trong khi tổng tiền gửi DeFi lại giảm khoảng 15%.Sự tăng trưởng chủ yếu tập trung vào các sản phẩm sinh lợi, bao gồm trái phiếu chính phủ được token hóa và quỹ đa chiến lược (như JTRSY, BUIDL, sUSDS), Aave, Morpho và Kamino cung cấp thanh khoản sâu nhất. Trong khi đó, khối lượng giao dịch RWA trên chuỗi tăng khoảng 220% so với cùng kỳ, trong khi khối lượng giao dịch tiền điện tử gốc trên sàn giao dịch phi tập trung giảm khoảng 70%.

Tin tức từ ChainCatcher, công ty đầu tư tài sản số CoinShares đã công bố ra mắt nền tảng đầu tư mới và quỹ ETF khai thác Bitcoin CoinShares UCITS, tiến vào hệ sinh thái thị trường UCITS (chương trình đầu tư tập trung vào chứng khoán có thể chuyển nhượng) trị giá 30 triệu tỷ USD ở châu Âu.CoinShares cho biết, động thái này nhằm giúp CoinShares mở rộng kinh doanh hướng tới các nhà đầu tư tổ chức lớn ở châu Âu, bao gồm quỹ hưu trí, công ty bảo hiểm và ngân hàng tư nhân.

Tin tức từ ChainCatcher, theo dõi bởi Lookonchain, một ví nghi ngờ liên quan đến CoinShares đã gửi 63.000 ETH vào Coinbase, trị giá 111,56 triệu USD.

ChainCatcher tin tức, theo báo cáo của Cointelegraph, CoinShares phân tích tài liệu 13F hàng quý phát hiện rằng các nhà đầu tư chuyên nghiệp đã giảm vị thế Bitcoin ETF từ 313,000 BTC xuống còn 261,000 BTC trong quý đầu tiên, giảm 52,000 BTC, tương ứng với mức giảm 17%. Tổng giá trị của những vị thế này giảm 35% xuống còn 17.8 tỷ USD, trong khi tỷ lệ tài sản của các nhà đầu tư nộp đơn 13F nắm giữ Bitcoin ETF của Mỹ giảm từ 24.7% xuống 20.8%.Việc bán tháo chủ yếu tập trung vào các quỹ phòng hộ và công ty chứng khoán, hai loại hình này chiếm khoảng 96% tổng quy mô giảm nắm giữ. Các quỹ phòng hộ đã giảm 31,400 BTC (giảm 39%), trong khi các công ty chứng khoán giảm 18,800 BTC (giảm 53%). Ngược lại, loại hình nhà đầu tư chuyên nghiệp có quy mô nắm giữ lớn nhất - các cố vấn đầu tư (nắm giữ 150,300 BTC) chỉ giảm 5.9%. Các ngân hàng đã tăng gấp đôi vị thế Bitcoin ETF của họ, trong quý đã tăng thêm 7,800 BTC.Nhà phân tích tài sản kỹ thuật số của CoinShares, Matt Kimmell cho biết: "Tập dữ liệu này phù hợp với hiệu suất lịch sử của thị trường Bitcoin trong bối cảnh giảm giá, đòn bẩy và các vị thế chiến lược đang được thanh lý."

CoinShares' latest weekly report shows that global digital asset investment products recorded a net outflow of $1.67 billion last week, marking the third consecutive week of capital outflow and the second largest single-week outflow since 2026, second only to the week of January 23. The cumulative net outflow over the past three weeks has expanded to $4.21 billion, indicating that the risk aversion triggered by the situation in the Middle East has overshadowed the positive impact of the regulatory progress of the U.S. CLARITY Act.Bitcoin investment products experienced a net outflow of $1.438 billion in a single week, setting a record for the largest weekly outflow this year; Ethereum investment products saw a net outflow of $257 million. Due to the continued withdrawal of funds, the global assets under management (AuM) decreased from $148 billion the previous week to $141 billion, the lowest level since early April this year. The U.S. market contributed a net outflow of $1.63 billion, making it the main source of this round of capital withdrawal.At the same time, market risk appetite has significantly declined, with the number of altcoins receiving net inflows dropping from 11 three weeks ago to the current 5. However, XRP, Hyperliquid (HYPE), and NEAR still recorded net inflows of $20.3 million, $10.8 million, and $7.6 million, respectively.

CoinShares' latest weekly report shows that digital asset investment products recorded a net outflow of $1.47 billion last week, marking the second consecutive week of negative growth and the third largest single-week outflow in 2026, with a cumulative outflow of $2.54 billion over the two weeks.By asset, Bitcoin saw an outflow of $1.315 billion, the largest single-week outflow in 2026, with year-to-date inflows compressed from $3.9 billion to $2.6 billion; Ethereum experienced an outflow of $223 million, remaining roughly the same as last week; some altcoins still recorded slight inflows, with XRP inflowing $31.8 million, Near inflowing $9 million, and Solana inflowing $7.7 million.By region, the United States dominated the outflow pattern, with a single-week outflow of $1.425 billion; Switzerland, Canada, and Hong Kong saw outflows of $16.2 million, $12.5 million, and $12.2 million respectively, as risk-averse sentiment has spread from localized areas last week to most regions globally. CoinShares pointed out that the aforementioned outflows are closely related to the rising geopolitical risks associated with Iran. Despite the ongoing legislative progress of the CLARITY Act, market risk aversion continues to deepen.

According to the latest weekly report from CoinShares, institutional digital asset investment products experienced a net outflow of approximately $1.07 billion in a single week, marking the third-largest weekly net outflow this year and ending a previous six-week streak of net inflows.Due to geopolitical risk sentiment related to Iran, funds primarily withdrew from Bitcoin, with a net outflow of $982 million, and Ethereum saw a net outflow of $249 million, the largest single-week outflow since January 30. Blockchain stock ETFs also experienced an outflow of about $133 million. The United States was the main source of this capital outflow, totaling approximately $1.14 billion, while products in Switzerland, Germany, the Netherlands, and Canada recorded slight net inflows.Meanwhile, XRP and Solana recorded net inflows of approximately $67.6 million and $55.1 million, respectively, while Ton, Sui, Ondo, Chainlink, and Doge also saw inflows in the millions, indicating that some funds are selectively allocating outside of BTC and ETH.

CoinShares stated on platform X that the cryptocurrency market recorded a net outflow of $920 million this week. In the short term, macro headwinds continue to dominate the market: PPI data exceeded expectations, the US-Iran conflict has pushed up oil prices, and the Federal Reserve's room for interest rate cuts is limited, with Bitcoin dropping 1.4% this week.Meanwhile, the U.S. Senate Banking Committee passed the Clarity Act with a vote of 15 in favor and 9 against, clarifying the long-term regulatory direction. CoinShares pointed out that the market is currently facing a tug-of-war between short-term macro pressures and long-term regulatory benefits.

According to Coinshares data, digital asset investment products saw a net inflow of $857.9 million last week, marking the sixth consecutive week of positive inflows.Driven by favorable factors such as the CLARITY Act's stablecoin yield compromise, Bitcoin broke through $80,000 mid-week, and total assets under management (AuM) rose to $160 billion. In terms of asset performance, Bitcoin led with an inflow of $706.1 million. The participation of altcoins significantly expanded, with Ethereum, Solana, and XRP seeing inflows of $77.1 million, $47.6 million, and $39.6 million, respectively.

According to The Block, CoinShares released a report showing that last week, global crypto asset ETPs recorded a net inflow of $117.8 million, achieving a fifth consecutive week of net inflows, with a cumulative inflow of over $4 billion in five weeks and a total management scale of approximately $155 billion. However, the funding structure has shown significant differentiation.The report pointed out that from Monday to Thursday, there was a total net outflow of $619 million, but on Friday, a large inflow of $737 million was recorded in a single day, reversing the week to a net inflow, reflecting a significant rebound in market risk appetite before the weekend. From a regional perspective, net inflows in the U.S. market dropped to $47.5 million, a significant slowdown compared to the previous week's $1.1 billion; Germany and Canada recorded inflows of $43.8 million and $16 million, respectively, with European funds performing relatively steadily.In terms of assets, Bitcoin-related products led the way with a weekly inflow of $192.1 million, of which the U.S. spot ETF contributed approximately $162.8 million; Ethereum products, on the other hand, saw a net outflow of $81.6 million. Analysts believe that the number of participating assets has decreased from 9 to 4, indicating that market sentiment weakened significantly in the middle of the week before showing signs of recovery.

According to a report from CoinShares' research department, digital asset investment products recorded a net inflow of $1.2 billion this week, marking the fourth consecutive week of positive inflows. Total assets under management (AuM) rose to $155 billion, the highest level since February 1. Among them, Bitcoin led with an inflow of $933 million, bringing the year-to-date total inflow to $4 billion; Ethereum saw inflows of over $190 million for the third consecutive week; XRP returned to net inflow after a week of outflows.Regionally, the United States dominated this week's inflows ($1.1 billion), while Germany, Switzerland, and Canada also recorded positive inflows, indicating a broadening demand. Additionally, blockchain stock ETFs have cumulatively attracted $617 million over the past three weeks, setting a record for weekly inflows, reflecting growing interest from institutional investors in this sector. The market is currently focused on the FOMC meeting on April 28-29, which may create some disturbances in short-term sentiment.

CoinShares' latest weekly report shows that digital asset investment products had a net inflow of $1.4 billion last week, marking the third consecutive week of net inflows and the largest single-week inflow since January, bringing total assets under management to $155 billion.Among them, Bitcoin investment products saw a net inflow of $1.116 billion, with year-to-date net inflows rising to $3.1 billion; Ethereum investment products had a net inflow of $328 million, representing the strongest single-week performance since January. By region, the United States had a net inflow of $1.5 billion, Germany had a net inflow of $28 million, while Switzerland experienced a net outflow of $138 million. Additionally, short Bitcoin products had a net inflow of $1.4 million, while XRP and Solana saw net outflows of $56 million and $2.3 million, respectively.

According to the CoinShares research report (Issue 281), last week, digital asset investment products recorded a net inflow of $1.1 billion, the highest weekly level this year. The main reasons were that the U.S. CPI data was lower than expected and signs of a ceasefire in the situation in Iran, leading to a significant rebound in market risk appetite.In terms of asset distribution, Bitcoin led with a weekly inflow of $871 million, accumulating nearly $2 billion year-to-date; Ethereum saw a significant improvement in sentiment with an inflow of $196.5 million, but it still maintained a net outflow year-to-date; XRP had an inflow of $19.3 million; Solana experienced a slight outflow of $2.5 million. Notably, short Bitcoin products had an inflow of $20.2 million during the same period, marking the largest weekly inflow since November 2024, indicating that hedging demand still exists.On a regional level, the U.S. dominated this round of inflows, accounting for 95% of the total at $1.06 billion; Germany, Canada, and Switzerland recorded inflows of $34.6 million, $7.8 million, and $6.9 million, respectively. Trading volume increased by 13% week-on-week, but the weekly trading volume of $2.1 billion remains below the year-to-date average of $3.1 billion, and total assets under management have rebounded to early February levels.

European crypto asset management company CoinShares has completed its merger with SPAC company Vine Hill Capital and will begin trading on Nasdaq today under the ticker symbol CSHR.The transaction values the company at approximately $1.2 billion and includes a $50 million investment from institutional investors.

According to monitoring by Lookonchain, CoinShares has transferred 10,720 BTC to a new wallet in the past 2 days, worth approximately $720 million, setting a record for the largest BTC outflow for the institution.

According to CoinShares, digital asset investment products recorded a net outflow of funds for the first time in five weeks last week, with an outflow of $414 million, bringing the total assets under management (AuM) down to $129 billion, reverting to levels seen in early February this year. Analyst James Butterfill pointed out that the ongoing tensions in Iran and rising inflation expectations are the main triggers, and market expectations for the June Federal Open Market Committee (FOMC) interest rate decision have shifted from rate cuts to rate hikes.From a regional perspective, the outflow pressure was almost entirely concentrated in the United States, with a net outflow of $445 million in a single week; Switzerland saw a slight outflow of $4 million. Investors in Germany and Canada took the opportunity to buy on dips, recording net inflows of $21.2 million and $15.9 million, respectively.In terms of assets, Ethereum was affected by news related to the Clarity Act, with a weekly outflow of $222 million, bringing the year-to-date cumulative net outflow to $273 million. Bitcoin experienced a weekly outflow of $194 million, but still maintained a net inflow of $964 million year-to-date; Solana had an outflow of $12.3 million. XRP was one of the few assets to record a net inflow, with a weekly inflow of $15.8 million.

According to The Block, digital asset management company CoinShares released a report indicating that Bitcoin miners are facing ongoing pressure to break even while accelerating their transition to AI. CoinShares' research director James Butterfill noted that the weighted average cash cost for publicly listed mining companies to mine one Bitcoin in the fourth quarter of 2025 has risen to approximately $79,995.The price of computing power has further dropped from $36 to $38 per PH/s/day to about $28 to $30 in the first quarter of 2026, meaning miners are still under more pressure. The report also pointed out that a triple negative difficulty adjustment at the end of 2025 is the first since July 2022, with publicly listed miners' Bitcoin reserves decreasing by more than 15,000 coins from their peak, with Core Scientific, Bitdeer, and Riot all having sold, and MARA separately announced the sale of 15,133 Bitcoins on Thursday.Regarding price outlook, Butterfill stated that a rebound in Bitcoin price to $100,000 "is not unrealistic," at which point the price of computing power is expected to rise to about $37 per PH/s/day; if it reaches the previous high near $126,000, it could reach about $59. If Bitcoin remains below $80,000 in the long term, the price of computing power will continue to decline with rising difficulty, but the exit of loss-making capacity may stabilize returns.In terms of the AI transition, Butterfill expects that publicly listed mining companies are rapidly accelerating their shift to artificial intelligence and high-performance computing, driven primarily by the higher and more stable returns in these fields compared to Bitcoin mining. By the end of this year, the revenue share from AI for publicly listed mining companies is expected to rise from the current approximately 30% to as high as 70%.

According to a report by Coinshares, Bitcoin mining profit margins are at a historical low. In the first quarter of 2026, the hash price fell to about $28-30 per PH/s/day, reaching a new low after the halving. The weighted average cash cost in the fourth quarter of 2025 reached about $80,000 per coin, with approximately 15-20% of mining machines globally operating at a loss.The transition of mining companies to AI is no longer an option. Publicly listed mining companies have cumulatively announced over $70 billion in AI/HPC contracts, and by the end of 2026, up to 70% of the revenue for listed mining companies may come from AI. Some mining companies are taking on huge debts for AI construction, fundamentally changing the risk landscape of the industry. There is a significant divergence in the valuation of mining companies; those obtaining HPC contracts have an EV/NTM revenue multiple of 12.3 times, while pure mining companies have a multiple of 5.9 times. The industry has differentiated into infrastructure companies and mining companies, with vastly different prospects for both.

The cryptocurrency asset management company CoinShares has submitted an application related to the Bitcoin Volatility ETF, with the code CBIX.