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Is the institutional narrative behind Canton becoming impossible to hide?

Among the three core issues faced at the inception of Bitcoin, the privacy sector has become the only remaining area with the potential for asymmetric returns.

Bitmine's market capitalization to net asset value ratio has plummeted from 5.6 in July to 1.2, with its stock price down 70% from its peak.

Bitcoin may be in the "final drop" stage of this correction. At the intersection where fiscal spending resumes and the next interest rate cut cycle begins, a new liquidity cycle will also be restarted.

Regardless of whether ZEC’s price strength can be sustained, this round of market rotation has successfully forced the market to reassess the value of privacy.

Wall Street warns: This is just the beginning, and the panic triggered by the bursting of the AI bubble has only just started.




- 09:04Yei Finance: Protocol operations temporarily suspended due to abnormal fastUSD market conditionsAccording to a report by Jinse Finance, Yei Finance has disclosed that due to ongoing abnormal market conditions with fastUSD, the protocol has taken precautionary measures to temporarily suspend operations. The Yei Finance team stated that they are actively investigating the situation and have committed to providing an update within the next 24 hours.
- 08:58Kiln integrates Chainlink CRE and ACE to support next-generation on-chain yield productsChainCatcher news, Chainlink posted on X that the institutional-grade on-chain asset and yield management platform Kiln has integrated Chainlink Runtime Environment (CRE) and Automated Compliance Engine (ACE). Currently, CRE has been launched on Base, serving as a coordination layer to enable automated execution of vault logic and settlement workflows. Chainlink ACE will enforce KYC requirements and policy controls for specific vaults.
- 08:57Bitwise: Bitcoin is approaching a "bottom," institutional investors remain bullishChainCatcher reported that The Bitcoin Historian posted on X, stating that ETF issuer Bitwise, with assets under management of $12 billion, indicated that bitcoin is close to "bottoming out" and institutional investors remain bullish.