Odaily星球日报讯 Bitmine 董事长 Tom Lee 在 X 平台发文回应市场认为以太坊正被 Layer2 蚕食的问题，他表示并不认同，并指出虽然 Layer2 网络也吸引数千万现实世界用户进入链上生态，但以太坊主网仍在进一步巩固其作为主要经济结算中心的地位，快速确认（Fast Confirmation）机制能够把转账摩擦降低约 98%。Tom Lee 表示，以太坊有望成为金融与 AI 代理最广泛使用的结算层，“ETH 就是链上货币”。
Odaily星球日报讯 受韩国股市活跃带动，韩国五大金融集团（KB 金融、新韩金融、韩亚金融、友利金融、NH 农协金融）2026 年上半年合计实现净利润 13.12 万亿韩元，同比增长约 10%。其中，KB 金融以 3.88 万亿韩元净利润继续居首，新韩金融以 3.44 万亿韩元位列第二。
分析显示，韩国五大金融集团的证券子公司业绩大幅增长，NH 投资证券、KB 证券、新韩投资证券上半年净利润分别同比增长 107.5%、135.0%和 123.1%，推动非银行业务对集团利润贡献持续提升。与此同时，受赔付率上升及保险精算假设调整等因素影响，多家保险子公司业绩承压。各大金融集团还宣布将在下半年继续推进股份回购及注销计划，进一步提升股东回报。（Asiae）
Odaily星球日报讯 MARA Holdings CEO Fred Thiel 称，AI 数据中心每单位电力产生的收入高于比特币挖矿。（Bitcoin News）
Odaily星球日报讯 据 Reuters 报道，三星与 SK 海力士即将宣布与美国科技巨头达成大规模 AI 芯片交易。
Odaily Planet Daily News As Bitcoin prices undergo a significant correction, publicly listed companies that once aggressively accumulated BTC are facing multiple challenges, including declining stock prices, debt pressure, and a deteriorating financing environment. Some companies have begun selling Bitcoin, repaying debts, and even pivoting towards Artificial Intelligence (AI) data center operations.
Strategy pioneered the "Digital Asset Treasury (DAT)" model, continuously purchasing Bitcoin through financing and borrowing, prompting a wave of listed companies to follow suit. However, as the BTC price fell approximately 50% from its peak of around $126,000 in October 2025, the stock prices of related companies also shrank significantly, forcing them to reassess their BTC accumulation strategies.
This week, shareholders of London-listed Satsuma Technology approved the liquidation of all 668 BTC, the return of capital, and the advancement of delisting plans. Another London-listed company, The Smarter Web Company, sold 178 BTC to repay convertible debt.
Additionally, Sequans Communications sold 1025 BTC and further divested nearly 80% of its remaining holdings to repay convertible bonds. The company stated it will not continue purchasing Bitcoin in the future and plans to sell the remaining approximately 658 BTC.
Nakamoto's stock price has fallen approximately 99% since its SPAC listing in May 2025. It recently sold about 284 BTC, raising approximately $20 million for operating capital. Of its remaining approximately 5,342 BTC, nearly 70% has been used to collateralize a Kraken loan, with market analysts considering it a potential risk event.
Concurrently, Bitcoin mining companies have also begun adjusting their strategies. Firms like Bitdeer Technologies and MARA Holdings are selling portions of their BTC to repurchase shares, repay debt, and redirect energy resources and computing power infrastructure towards AI data center operations.
Other companies selling BTC include Empery Digital. Data shows that Strategy recently sold approximately 3,620 BTC and authorized further asset sales to maintain its US dollar reserves.
However, Strategy remains the world's largest corporate holder of Bitcoin, with holdings exceeding 840,000 BTC. Company CEO Michael Saylor stated that while the company might sell some Bitcoin in the future to pay dividends, this does not signify an exit from Bitcoin investment.
Beyond asset adjustments, management and capital operations at some Bitcoin treasury companies have also seen changes. Jack Mallers has stepped down as CEO; Adam Back's Bitcoin Standard Treasury Company (BSTR) also failed to complete a proposed merger due to the deteriorating market environment.
Analysts believe that with rising financing costs and increased BTC price volatility, the "borrow to buy coins" treasury model is undergoing a significant reshuffle. Some companies are pivoting from simply hoarding Bitcoin towards AI infrastructure and business transformations that offer stronger cash flow capabilities. (CoinDesk)
