21Shares' Anthropic ETP puts FalconX group credit between the buyer and Anthropic's price
21Shares' Anthropic Synthetic ETP, issued Oct. 13, gives buyers an unsecured claim on a Cayman issuer that depends on a FalconX note counterparty. Returns depend on the issuer-and-note chain's ability to pay as well as on Anthropic-linked prices, CryptoSlate reported.
Reality
- Evidence72
- Adoption
- Not scored
- Hype gap−15
- Incentives
- Not scored
- Confidence62
Solana's validators voted to slow token issuance by cutting their own reward stream. The margin was thin enough that one custodian's late change of mind settled six years of the network's monetary schedule.
Perspective Coverage
4 publishers
- Builder
- Builder 18%
- Operator
- Operator 42%
- Investor
- Investor 40%
Reality
- Evidence72
- Adoption40
- Hype gap+20
- Incentives70
- Confidence68
US bitcoin and ether ETFs shed about $965 million in two sessions as ether funds logged an eighth straight day of redemptions. Most of Thursday's selling sat in Fidelity's FBTC and BlackRock's ETHA, consistent with a few large holders trimming positions.
Reality
- Evidence72
- Adoption74
- Hype gap+22
- Incentives
- Not scored
- Confidence70
Winklevoss Asset Services filed for a spot Zcash ETF with a 0.25% sponsor fee, a tenth of the 2.50% Grayscale charges on its $751 million fund. Grayscale's recent withdrawals came before the filing and tracked a 21% fall in ZEC, so the fee gap has not yet been tested.
Perspective Coverage
7 publishers
- Builder
- Builder 14%
- Operator
- Operator 32%
- Investor
- Investor 54%
Reality
- Evidence72
- Adoption25
- Hype gap+35
- Incentives78
- Confidence66
STX's 108% rally coincides with bitcoin staking bond that has committed $1.36 million of the token
Stacks' Genesis Bond committed 3.57 million STX, about $1.36 million at the Oct. 6 price, against 230 bitcoin as the token rose 108% in 90 days. The 5% rule is set in value, so a rising STX cuts the tokens each new bitcoin needs and leaves Bond 2's size to settle the demand case.
Reality
- Evidence45
- Adoption22
- Hype gap+35
- Incentives
- Not scored
- Confidence40
US spot Bitcoin ETFs lost a net $89.9 million on Monday, roughly 0.08% of their $110.8 billion in assets, while Bitcoin stalled again below $87,000. Counted with the two sessions before it, the funds were net buyers, so the sellers who turned the price back over those three days were mostly outside the funds.
Perspective Coverage
3 publishers
- Builder
- Builder 5%
- Operator
- Operator 8%
- Investor
- Investor 87%
Reality
- Evidence62
- Adoption60
- Hype gap+12
- Incentives45
- Confidence64
US spot bitcoin ETFs lost a net $89.9 million on Monday as $159.8 million left ARKB and Fidelity's FBTC while BlackRock's IBIT took in $69.85 million. One session that followed about $293 million of inflows is thin evidence that buyers are settling on a single fund.
Reality
- Evidence64
- Adoption58
- Hype gap+25
- Incentives
- Not scored
- Confidence66
Hyperliquid Strategies' 251% climb rests on a token Americans struggled to buy
Hyperliquid Strategies is up 251% this year while Bitcoin, Ethereum and Solana treasury companies have slumped. Its market value sits close to the worth of the HYPE it holds, so the gain looks more like the token's than the company's.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+35
- Incentives40
- Confidence40
Alloc Init published a 56-page design for Zcash-style private Bitcoin transfers that needs no change to Bitcoin's consensus rules. Deposits and withdrawals await a second paper, so who holds the pooled BTC is still an open question.
Perspective Coverage
3 publishers
- Builder
- Builder 56%
- Operator
- Operator 27%
- Investor
- Investor 17%
Reality
- Evidence60
- Adoption3
- Hype gap+20
- Incentives45
- Confidence68
The fund charges 2.5% a year on about $100,000 of day-one assets held with BitGo, four weeks after Grayscale's US Zcash ETF began trading on NYSE Arca. The European money has not shown up yet.
Reality
- Evidence58
- Adoption28
- Hype gap+44
- Incentives72
- Confidence57
Hargreaves Lansdown, UK's biggest D2C investment platform, opens Bitcoin ETN access at 0.35% a year
The platform holding 33.6% of direct-to-consumer assets is charging 0.35%, capped at £12.50 a month, to hold notes that HMRC has confined since 6 April to an ISA fewer than 150,000 savers appear to use.
Reality
- Evidence38
- Adoption30
- Hype gap+18
- Incentives66
- Confidence45