Serenity: Nvidia supports ASIC challenger, while companies such as Maiwell are eroding Broadcom's market share

Michael Thaler, founder of Strategy, stated that the future of Bitcoin is shaped by dynamic consensus between nodes, miners, and holders, where nodes rely on transaction power, miners rely on computing power, and holders rely on economic power. When verification, security, and capital reach a consensus, agreement changes will dominate.

According to Decrypt, UK Labour MP Phil Brickell has sent a letter to the Parliamentary Standards Commissioner, requesting an investigation into whether Reform UK leader Nigel Farage was lobbying for Tether's main investor Christopher Harborne's cryptocurrency policy after receiving gifts from him.

[Solana Achieves Multiple On-Chain Record Highs in Q2 2026] According to SolanaFloor data, Solana set several key metric records in Q2 2026, including tokenized stock trading volume reaching $4.84 billion, with a market share exceeding 96%. Ecosystem application quarterly revenue amounted to $257 million. The total number of non-voting transactions on the network was approximately 9.8 billion, while perpetual futures quarterly nominal trading volume rose to $183 billion. The Solana Foundation's delegated staking ratio decreased to 4.92%.

According to BubbleMaps monitoring, shortly after the launch of ANSEM, a certain address cluster purchased 2.7% of ANSEM supply through four associated wallets, and then sold it all on June 19th, earning a profit of about $2000. Based on current prices, the value of this position is about $4.7 million.

Galaxy Research Director Alex Thorn stated that Strategy's recent capital management reforms have eased short-term liquidity and preferred stock system pressures, but have not fundamentally addressed structural issues. Alex Thorn emphasized that the core issue lies in the insufficient liquidity of the US dollar to cover preferred stocks and capital structure obligations, resulting in multiple types of shareholder interests being squeezed against each other. Although the BTC monetization mechanism brings short-term stability, it has raised concerns in the market about whether Strategy may sell 847000 BTC, weakening its narrative foundation of never selling coins. The new framework of Strategy has provided the company with a time window to wait for more favorable market conditions.