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U.S. Senators Release Draft of Cryptocurrency Clarity Act
As bitcoin, ethereum and other cryptocurrencies see major legal, institutional, and technological developments, the financial landscape continues to adapt. Stay up on the crypto news that matters with the "Crypto Currents" weekly from The Fly. Also, join us for your essential daily recap, every day at 2 PM ET on FlyCast radio.REPUBLICAN SENATORS RELEASE NEW CLARITY ACT DRAFT:Republican senators released a new draft of the Clarity Act, a cryptocurrency bill nearing a final vote in the Senate this summer, the New York Times' David Yaffe-Bellany reported, citing the draft. Senate Democrats have called for strict language in the bill that would prohibit public officials from selling digital currencies, and the draft did contain a version of those restrictions, including language making it illegal for the president and other U.S. officials to issue or sponsor cryptocurrency. The move comes after President Trump disclosed in June that he made $1.4B in crypto revenue. However, following the new draft, democrats and progressive advocacy groups contended it did not go far enough to stop Trump from using cryptocurrency to enrich himself. "The Senate majority released a bill that would do effectively nothing to stop the main ways he made that money — or could keep making it," Scott Greytak, deputy executive director of the advocacy group Transparency International U.S., said in a statement. "It would leave the underlying businesses, revenue streams and family arrangements largely untouched."BESSENT SAYS CLARITY ACT AT '1-YARD LINE':U.S. Treasury Secretary Scott Bessent suggested Tuesday that the Digital Asset Market Clarity Act is nearing approval in the U.S. Senate, describing the legislative process as being at the "1-yard line." Bessent, a proponent of the legislation, urged Congress to pass the long-awaited bill before leaving for recess. In Tuesday morning trading, Coinbaseand Circle Internetshares jumped following the comments.Mizuho noted that Circle Internet shares were up about 7% intra-day on Tuesday due to renewed hopes of the Clarity Act passing as the White House reportedly agreed on the ethics package, which had been "one of the biggest roadblocks to a Senate floor vote." However, the firm sees the act potentially opening the door for more institutional scale competition for stablecoins, "further commoditizing" Circle's USDC. Mizuho reiterated anon Circle shares.Raymond James initiated coverage of Circle Internet with a Market Perform rating with no price target. Circle, as the issuer of USDC, the second-largest stablecoin by market capitalization and the leading stablecoin by transaction volume, is well positioned to benefit from continued adoption, the analyst said. However, the Street is already modeling USDC circulation growth of 26% in 2026 and 35% in 2027, noted the analyst, who lacks "conviction there is meaningful upside to estimates."Raymond James also assumed coverage of Coinbase withCoinbase faces near-term pressure from weaker crypto trading volumes and rising competition, but continued product expansion and its "Everything Exchange" strategy could support a more durable business model, leaving the stock's risk/reward balanced, the analyst said.Meanwhile, Clear Street lowered the firm's price target on Circle Internet to $128 from $157 and kept a Buy rating on the shares as part of a Q2 earnings preview. The firm reduced the company's estimates to reflect the declining USDC market cap exiting the quarter.Clear Street also lowered the firm's price target on Coinbase to $225 from $244 and kept a Buy rating on the shares. The firm reduced Coinbase's Q2 EBITDA estimate to $301M from $375M citing weaker than expected trading volumes. "Weak sentiment and AI trade are taking capital away from crypto," the analyst said.Citi lowered the firm's price target on Coinbase to $235 from $400 and kept a Buy rating on the shares. The firm lowered its estimates for Coinbase ahead of the Q2 report. The stock at current levels trades near "trough-cycle multiples," the analyst said. Citi believes the company's subscription and services offer "durable earnings support." It expects Q2 will be a trough volume quarter with spot volumes at a two-year low.On Wednesday, the Securities and Exchange Commission agreed to pay $150,000 in attorney fees to end Coinbase's lawsuit seeking internal documents relating to the agency's crackdown on the crypto industry. In 2023, Coinbase submitted three Freedom of Information Act requests to the SEC seeking documents related to the SEC's investigations of Zachary Coburn and Enigma MPC and to Ethereum's shift to a proof-of-stake consensus mechanism.BULLISH SAYS SIRIS TO ACQUIRE NON-CORE EQUINITI BUSINESSES:Bullishannounced Friday that an affiliate of Siris has exercised its previously disclosed optionEQ Retirement Solutions, EQ Customer Resolutions and Lenvi. The parties expect to negotiate definitive documents to effect the carve-out of the non-core business lines in parallel with the closing of Bullish's previously announced purchase of Equiniti, subject to customary closing conditions and required regulatory approvals. As previously disclosed at the time of the announced acquisition, the financial results of the non-core businesses have been excluded from all transaction disclosures. Bullish further announced that its planned acquisition of Equiniti has received necessary competition law clearances from the United Kingdom, the United States, and Germany."The clearances we've received are an important part of the regulatory approvals required for the transaction, and we remain fully committed to what this combination makes possible," said Tom Farley, CEO. "Bringing together Equiniti's deep-rooted issuer relationships and regulated transfer agent infrastructure with Bullish's blockchain-native platform creates something that doesn't exist today, a fully integrated, institutional-grade operating system for tokenized securities."Clear Street lowered the firm's price target on Bullish to $40 from $48 and kept a Buy rating on the shares as part of a Q2 earnings preview. The firm reduced Bullish's Q2 EBITDA estimate to $26M from $27M citing weaker than expected transaction revenue. "Soft sentiment given the lack of real progress on CLARITY Act and hot money chasing the AI trade have taken much attention and capital away from crypto," the analyst said. Clear sees a challenging outlook for the industry.HUT 8 COMMERCIALIZES SECOND PHASE OF BEACON POINT:Hut 8 Corp.announced Monday thedata center campus in Nueces County, Texas through a second 15-year, $9.8B lease for 352 megawatts of IT capacity. The tenant, the high-investment-grade company that executed the Phase 1 lease, has doubled its contracted IT capacity at the campus to 704 MW. The transaction fully commercializes the Beacon Point campus against its 1,000 MW of utility capacity, secured under an interconnection agreement with AEP Texas for electric delivery service.Asher Genoot, CEO, said, "The real test of our power-first approach is what our partners are willing to commit against it. Our tenant at Beacon Point chose to double its footprint at the site, the strongest validation an asset can receive. We took this greenfield site from first lease to full commercialization in just months. That speaks to the quality of the sites we originate, the credibility of our delivery, and the long-term orientation of our partnerships. The opportunity ahead of us is to apply the same model across our development pipeline."Needham raised the firm's price target on Hut 8 to $145 from $128 and kept a Buy rating on the shares. Nvidiaexercised its option on the remaining capacity with Hut 8 at Beacon Point, the analyst noted. The firm said the economics, which are the same between both Phase 1 and 2 at the Beacon Point site, represent some of the strongest co-lo economics signed in 2026. It upped estimates for Hut and reiterated a Buy rating on the shares.Benchmark raised the firm's price target on Hut 8 to $195 from $165 and kept a Buy rating on the shares following what the firm calls "the latest validation point for its model".Morgan Stanley initiated coverage of Hut 8 with an Overweight rating and $263 price target. The firm launched coverage on three additional bitcoin miners turned-high performance computing companies, which it calls powered shell providers, noting that it remains bullish despite the recent market pullback among such "PSPs." Recent deals with hyperscalers show highly attractive terms, said the analyst, who added that "now is the time to buy these stocks" as the firm believes the market correction is "at odds with the lucrative transactions into which these companies sign."CRYPTO EXCHANGE BITMEX TO SHUT DOWN:On Thursday, cryptocurrency exchange BitMEXannounced itThe company said, "With immediate effect, we have stopped all new account registrations. Following a strategic review of the business and the broader crypto industry, the board of HDR Global Trading Limited, owner and operator of BitMEX, has decided to close the exchange. This comes with a heavy heart for all of us at the company and has not been taken lightly…The BitMEX platform has always remained grounded to the true ethos of Bitcoin – neutrality, transparency, and decentralisation, which is evident through our peer-to-peer operations and a top priority focus on user fund safety. While this news is a difficult one to share, we are proud of everything that has been built at the company since its launch as a pioneer of crypto derivatives."OTHER CRYPTO NEWS:Financial institutions, bitcoin companies formStrategymakesreports USD reserve of $3.225B as of July 19BitGo, OTC Marketsto pursueBitGo Prime announces Global Liquidity LayerGalaxy DigitallaunchesBitmine ImmersionannouncesStrivepurchases 21 BTC, reports, announces Bitcoin Stewardship Commitment, price target lowered to $28 from $32 at TD CowenHyperscale DatatreasuryAI FinancialCEO issuesGreenidgechangesand Power, raises $39.4MMorgan Stanley initiates Riot PlatformswithApplied DigitalwithForward Industriesconfirmsfor Brera HoldingsTwenty One CapitalappointsAmerican Bitcoininitiated withCoinSharesunveilsBitdeerreportsSoluna Holdingsassumed withIrenraises AI Cloud annualized, price target raised to $90 from $85 at H.C. WainwrightExodus Movementprice targetat Benchmark, to $10 from $14 at NorthlandLM FundingchangesCipher Miningprice target loweredat Morgan StanleyCRYPTO STOCK PLAYS:Publicly traded companies in the space include Bit Digital, Coinbase, Core Scientific, Greenidge Generation, Mara Holdings, Strategy, Riot Platforms and TeraWulf.PRICE ACTION:As of time of writing, bitcoin rose roughly 1% this week to $64,022 in U.S. dollars, according to CoinDesk.
LM Funding America Trading Halted, News Pending
LM Funding America trading halted, news pending
LM Funding America June Mining Update: Mined 8.7 Bitcoin
LM Funding America (LMFA) announced its preliminary, unaudited bitcoin (BTC-USD) mining and operational update for June. The company reported that it mined 8.7 bitcoin and sold 13.1 bitcoin during the month. As of June 30, LM Funding held a total of 318.3 bitcoin in its treasury, valued at approximately $18.6M. Additionally, the company generated approximately $30,000 in curtailment and energy-sales revenue in June. "June delivered monthly production of 8.7 Bitcoin reflecting higher temperatures during the month which effected efficiencies," said Bruce Rodgers, chairman and CEO of LM Funding.
ICE and OKX Form U.S. Crypto Joint Venture
As bitcoin, ethereum and other cryptocurrencies see major legal, institutional, and technological developments, the financial landscape continues to adapt. Stay up on the crypto news that matters with the "Crypto Currents" weekly from The Fly. Also, join us for your essential daily recap, every day at 2 PM ET on FlyCast radio.ICE, OKX FORM U.S. CRYPTO JOINT VENTURE:Intercontinental Exchangeand OKX announced Monday thefocused on building next-generation infrastructure for tokenized and digitally native financial products. Subject to certain regulatory approvals, it is expected that the joint venture will operate as a U.S. registered broker dealer and FCM for the purpose of enabling OKX's customers in the U.S. and overseas to access ICE futures and NYSE tokenized equities markets. The 50-50 venture will also explore adjacent opportunities for regulatory-compliant blockchain-enabled markets. The joint venture will be co-chaired by ICE and Governor Andrew Cuomo."The ICE-OKX joint venture is a step towards building the infrastructure that will define how global markets operate in the decades ahead," said Trabue Bland, SVP, Futures Exchanges at ICE. "ICE's global benchmarks and regulated market technology have earned the trust of institutions and traders everywhere and now, through our partnership with OKX, we are working towards extending that reach to OKX's 120M retail traders."BITGO REDUCES WORKFORCE BY 15%:In a Thursday post on X, BitGoCEO Michael Belshe announced that theHe said, "I want to be straight with you about why. The ecosystem has evolved, and the way we build financial services has changed dramatically. To keep winning for our clients, we need to be sharper, more focused, and concentrate our people and energy on the areas that matter most: security, trading, stablecoins, settlement, and AI-powered infrastructure. Getting there means making BitGo more deliberate than it is today. This isn't an easy day. BitGo is built by people I respect and care about, many of whom bleed blue and have given everything to get us here. I'm truly grateful for all of your contributions, and I don't take saying goodbye lightly. By the time you read this message, everyone affected will already have heard directly from their manager and HR. To those of you who are leaving: thank you. You helped shape BitGo into what it is today, and the company will always be better because you were here. I wish you nothing but success ahead. To the team that remains: I know this is still hard. Be good to each other and overcommunicate as we reorganize. We have a clear, strong path forward, and this is a one-time action. We don't anticipate further reductions. I wouldn't make this call if I didn't believe deeply in our future. Let's go build it."The company also announced in a Monday regulatory filing that chief compliance officer Jeffrey Horowitz has retired. BitGo said Horowitz's decision to retire was not as a result of any disagreement with the company on any matter relating to the company's operations, policies, or practices.Additionally on Monday, BitGo announced plans to expand institutional access to certain third-party decentralized finance vault products and onchain lending-related opportunities through a new DeFi vault offering developed with third-party infrastructure providers and risk managers. Among the planned launch partners is Morpho, the decentralized lending infrastructure protocol supporting onchain lending markets.GALAXY INVESTS IN DIGITAL PRIME TECHNOLOGIES:Digital Prime Technologies announced Tuesdayfrom Galaxy Digital. The investment builds on Galaxy's existing relationship with Digital Prime Technologies as a launch participant on Tokenet, the institutional digital asset lending platform that went live in May 2026. Tokenet, developed in partnership with EquiLend, applies proven securities lending workflows, risk controls, and lifecycle management to digital assets, delivering the operational rigor required by institutional market participants. Digital Prime will use the investment to accelerate Tokenet's development and expand its institutional client base. EquiLend's global network continues to provide the distribution foundation for Tokenet to scale within the institutional lending community."The maturation of digital asset lending depends on infrastructure that institutions can trust from day one. Tokenet has been built with that bar in mind, and Galaxy's investment in Digital Prime is a reflection of our confidence in both the platform and the team behind it," said Max Bareiss, Head of Lending, Galaxy.Additionally on Wednesday, KWTX's Adam Schindler reported that Galaxy is planning a new data center project, "Project Merlin," in McGregor, Texas, after city council approval, involving multiple buildings across a 500-acre site northeast of SpaceXfacilities. The company said it will fund the required infrastructure and does not expect significant impact on local residents. In a presentation to the city, Galaxy described the development as a "$400M+" capital investment and said the project would create "30+" full-time jobs with an average annual salary of "$60K+."BRERA HOLDINGS BUYS 1,347 SOL:Brera Holdings, doing business as Solmate Infrastructure, announced Monday it had completed its second purchase of SOL tokens this month, as the company continues to execute on its commitment to grow its SOL holdings. Solmate Infrastructureon June 16, following the acquisition of 1,557 SOL on June 9. Both transactions were completed using the company's cash reserves.Additionally on Monday, RBCH, an over 10% shareholder of Brera, announced that it had filed a derivative lawsuit, on behalf of the company, against its current officers and directors, for claims of "breach of fiduciary duty, shareholder oppression, and related claims arising from a systematic pattern of self-dealing that has caused tens of millions of dollars in harm to the company and its shareholders." RBCH is the single largest outside shareholder of Brera, having committed $50M in the company's September 2025 $300M PIPE Transaction. RBCH said, "Since the investment, the company's officers and directors have used the investor capital to enrich themselves through a series of conflicted, and wasteful transactions, while simultaneously deploying defensive measures, including baseless claims against RBCH and other concerned parties, to entrench their positions and prevent shareholders from taking corrective action."On Wednesday, Brera responded to the lawsuit in a statement that read, in part, "We are currently engaged in a critical effort to protect the company and its shareholders from what we believe is a fraudulent campaign by the RockawayX Managing Partner and CEO, Viktor Fischer, aimed at exploiting the company and its assets for personal gain. What began as an attempt to extract approximately $200M from the company, as described in the company's lawsuit against Mr Fischer and his company RX, has evolved into a broader false attack that has negatively impacted market perception and contributed to a significant discount in the company's valuation. Mr Fischer, through RockawayX, raised $50M from his investors and invested in Solmate in an attempt to enrich himself by selling his company for $200M, a valuation based on misleading financial statements provided to Brera Holdings. Through diligence and professionalism, the Board identified the misleading information and protected shareholders by walking away from the transaction and filing a lawsuit in Delaware alleging fraud and intentional misrepresentation. Our priority is clear: defend the interests of all shareholders, safeguard the Company's assets, and ensure that corporate resources are used to create value for investors rather than serve individual interests."RBCH responded on Thursday, stating in part, "The allegations made by Brera against RockawayX in its June 24 statement are false, misleading, and a retaliatory response to the derivative lawsuit filed by RBCH just days prior. RockawayX disputes these allegations entirely and will defend itself vigorously through appropriate legal channels. Brera's statement yesterday fails to address any of the specific allegations contained in RBCH's derivative complaint filed in the Supreme Court of the State of New York on June 22."ETHLABS LAUNCHES TO ACCELERATE ETHEREUM ADOPTION:A coordinated group of Ethereum ecosystem stewards announced Monday the launch offormed to ready Ethereum for the next phase of institutional adoption. The funding effort is led by Bitmine Immersion Technologies, Sharplink, Ethereum co-founder Joe Lubin and other key Ethereum ecosystem contributors including Anchorage, Octant and SNZ.Ethlabs said, "As stablecoins, tokenized real-world assets, funds and autonomous AI commerce move onchain, they are converging on Ethereum as the neutral, credibly permissionless settlement layer for the global economy. Ethlabs exists to ensure the network is ready to absorb that demand at scale, advancing a faster Ethereum with trustworthy interoperability, so institutions building on Ethereum can do so with the neutrality, resilience, privacy and security they require. Cofounded by five former senior Ethereum Foundation researchers: Ansgar Dietrichs, Barnabé Monnot, Caspar Schwarz-Schilling, Josh Rudolf and Julian Ma, Ethlabs brings together researchers responsible for key contributions to finality, scaling, data availability, the virtual machine and protocol economics — the technologists who have guided the network through its most consequential upgrades over the past decade. This initiative gives that work a dedicated institutional home with stable, long-term funding."Bitmine also announced Monday that itsAs of June 21, the company's crypto holdings are comprised of 5,672,956 ETH, 205 BTC, an $180M stake in Beast Industries, an $104M stake in Eightco Holdingsand total cash and marketable securities of $601M. Bitmine's ETH holdings are 4.7% of the ETH supply.OTHER CRYPTO NEWS:StrategyacquiresStrivepurchases 759 bitcoin, reportsHyperscale Datareportsenters MSA for AI compute capacity in Michigan, receives utility 'will serve' determination in MontanaEightco Holdings reportsBTIG raises Core Scientificprice targetRiot Platformsprice target raised, Cipher Miningprice targetNakamotocloses legacy healthcare clinics amidCitizens initiates Mara Holdingswith, BitdeerwithCleanSparkwith, Keel InfrastructurewithHut 8initiated withprice target raised to $150 from $115 at BTIGLion GroupannouncesHyperion DeFipartners withCantonlaunchesLM Fundingexpands intoSUI GroupexpandsHive Digitalsignswith Swedish companyHeartSciences, Fortitude announcesCRYPTO STOCK PLAYS:Publicly traded companies in the space include Bit Digital, Coinbase, Core Scientific, Greenidge Generation, Mara Holdings, Strategy, Riot Platforms and TeraWulf.PRICE ACTION:As of time of writing, bitcoin dropped roughly 6% this week to $59,067 in U.S. dollars, according to CoinDesk.
LM Funding Expands into High-Performance Computing and AI Infrastructure
LM Funding announced a strategic expansion into high-performance computing and artificial intelligence infrastructure. The company has ordered its initial AI GPU server hardware for this AI-HPC business expansion for deployment at its Oklahoma facility and is actively marketing its available power capacity at both of its facilities to qualified AI co-location and power hosting customers with additional capacity to follow as demand follows. The expansion leverages LM Funding's 26 megawatts of wholly-owned, operational power infrastructure, which was built in fifteen months, is operated without outside management, and is currently carrying average power costs of approximately $0.046 per kilowatt-hour.
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