Twenty One Capital's new CEO Raphael Zagury announced plans to expand the Bitcoin treasury firm beyond its balance sheet strategy, following a $414 million second-quarter loss and cumulative losses of $1.27 billion.
XRP traded near $1.03 after the U.S. Senate delayed the CLARITY Act vote from August to September, with AI models forecasting both significant upside potential and downside risk depending on the bill's passage. The cryptocurrency faces technical pressure with analysts warning of a potential 35% decline if key support levels fail.
Ethereum miners are selling less ETH than ever before, reaching near-historic lows in selling pressure. CryptoQuant analysts suggest this reduced supply pressure could create favorable conditions for a price recovery if institutional demand increases.
Major investment banks including Mizuho and JPMorgan have downgraded Circle's stock and lowered earnings estimates, citing mounting competitive pressure from traditional banks developing shared stablecoin infrastructure and concerns over the CLARITY Act's regulatory framework.
Standard Chartered analyst Geoff Kendrick initiated coverage on Uniswap with a $100 price target by 2030 (40x current levels), projecting DeFi total value locked to reach $2.7 trillion driven by tokenized real-world assets.
Privacy coin Zcash experienced a dramatic rally, adding between $1-2.5 billion to its market capitalization after founder Zooko Wilcox unveiled the 'Ironwood' upgrade proposal designed to address long-standing concerns about the cryptocurrency's supply verification.
Investment firm Bernstein has initiated coverage on Bitcoin miners TeraWulf and Cipher Digital with 'Outperform' ratings and price targets of $36 and $32 respectively, positioning them as 'power landlords' for AI infrastructure. The coverage comes as Bitcoin mining stocks have significantly outperformed BTC in 2026, with miners securing over $110 billion in AI-related deals over the past two years.
