监管受阻后，美国海关开始放行中国制造的比特币矿机

A flagship corporate Bitcoin holder, Strategy, has never disclosed its Bitcoin addresses, which has led many people to wonder if the company actually owns the amount it claims to hold. On May 26, 2025, Strategy Chairman Michael Saylor explained why the company would not disclose its addresses. As of May 27, after the latest $427 million purchase, Strategy claims to hold 580,250 bitcoins. On several occasions, Michael Saylor suggested that Strategy would not sell any of its bitcoins. The lack of full disclosure of Strategy’s addresses raises doubts among skeptics about whether the company fully adheres to Saylor’s words and holds the exact amount it claims to own. Some of them repeatedly demanded that Saylor show the addresses, but he never did. Finally, he took eight minutes to explain why Strategy wouldn’t do that. Aren’t Strategy’s addresses already well-known? Arkham Intelligence reported in January 2025 that it had identified 96% of Strategy’s Bitcoin addresses and published them. The company didn’t confirm if these addresses actually belong to it. Approximately 4% of the BTC funds in Strategy are not located at any of these addresses. Given the BTC price, this tiny particle is a multi-billion-dollar loophole that raises concerns among strategy skeptics who want Strategy to make a full disclosure of addresses. Read more:Will Michael Saylor pull the rug? How does Saylor explain the reluctance to show Strategy’s addresses? In a speech published on X on May 27, Saylor admits that Mt. Gox and FTX were the hard lessons, but he believes that “the current conventional way to publish proof of reserves is an insecure proof of reserves.” According to Saylor, disclosure of public addresses simultaneously jeopardizes several groups of stakeholders: the issuer, the custodians, the exchanges, and the investors.  “It’s like publishing the address and the bank accounts of all your kids and [the] phone numbers of all your kids and then thinking somehow that makes your family better.”  While Strategy’s holdings, one’s kids are not subjected to investments by third parties, Saylor continued to elaborate on why he sees publishing proof of reserves as not secure. It’s safe to say that in his speech, Saylor distanced Strategy from Bitcoin purists, emphasizing that Strategy is a publicly traded company and its investors are institutional investors while the demand to reveal the wallets is rather something dictated by a Bitcoin maximalist logic. The Strategy chair says that in contrast to proof of liabilities, safe proof of reserves is simply impossible. He recommended all the Bitcoin maxis to hold bitcoins in self-custody instead of relying on Strategy. For securities investors, he says, it’s safer to rely on proof of assets and proof of liabilities, and “the best practice is not to publish the wallet.” It is the responsibility of the Big Four auditors to ensure the solvency and soundness of the company. The data should be confirmed on multiple levels, including by the custodians and the exchanges. In the case of Strategy, the audits are conducted by KPMG LLP, a Big Four audit company. Furthermore, he emphasized that as an American company, Strategy cannot lie about its finances, as its personnel would face jail time due to the Sarbanes-Oxley Act, which protects investors from inaccurate disclosures and statements. Saylor added that in the future, he may implement zero-knowledge proof of reserves that would not reveal the wallet addresses publicly. However, this possibility won’t free Strategy from confirming all the data independently by the involved parties and Big Four auditors.  According to Saylor, the lesson learned from the failures of FTX and Mt. Gox was not that the missing proof of reserves is bad, but rather not to do business with “shaky offshore exchanges run by juvenile tweakers.”  Saylor finished his speech by saying that the wallets, once they are published, are “the intact vector for hackers, nation-state actors, every type of troll imaginable. It creates so much liability that you should think twice before you do it.” However, Saylor admitted that there is nothing wrong with publishing addresses at a small level.  It is unclear whether Bitwise, whose BTC addresses are disclosed, is on a small scale, according to Saylor’s opinion. Somehow, Bitwise manages to maintain transparency and safety simultaneously. However, there is no other such big company holding bitcoins. In this regard, Bitwise is the only corporation to do so, and others don’t follow in its footsteps.  Public reaction Some found Saylor’s speech convincing, while others saw it as just a baseless excuse to hide the shady operations.  Seemingly responding to Saylor’s speech, Binance founder Changpeng Zhao jokingly tweeted, “he probably sold bitcoins.” CZ is too scared to tag the @, but we all know he's subtweeting @saylor https://t.co/s98EFov6tB— Pledditor (@Pledditor) May 27, 2025 The skeptics believe that Bitcoin wallets are unhackable. Therefore, Saylor has no good excuse for not publishing proof of reserves. People who defend the Strategy chair’s stance claim that, as the disclosure involves several parties, there is a risk of key leaks at some level, so disclosing the wallets is not secure.  It’s the same process that all of the Coinbase info leaks follow:1) identify owner of address2) dust attack and track address movements3) correlate address to individuals4) social engineering attack and/or wrench attackNobody who’s lost coin to theft actually had Bitcoin…— William Graham (@williamgrahamiv) May 27, 2025 If hackers associate the addresses of Strategy with certain institutions, they may use social engineering or other sophisticated tactics to obtain private keys. Trust in Strategy continues to an extent to which we can trust public companies. As Saylor puts it, if you like to have full control over addresses, it is vital to hold bitcoins yourself. Why trust a public company? You might also like:Bitwise is still the only company that disclosed its BTC addresses. Why don’t others follow?

披露：此处表达的观点和意见仅属于作者，不代表 crypto.news 编辑的观点和意见。 继 CZ 和 Vitalik 在过去几个月大力支持去中心化科学 (DeSci) 之后，这项运动又重新兴起，并被誉为 web3 的下一个伟大前沿。DeSci 承诺实现研究资助民主化、提高透明度并创造全球开放合作。这个想法很诱人：通过区块链技术转变科学过程，绕过传统中心化资助系统的低效率和偏见。 你可能还喜欢：去中心化科学正在使过时的系统现代化 | 观点 然而，尽管前景光明，但 DeSci 如今却处在危险的十字路口，面临着因自身不成熟和短期主义而崩溃的风险。 尽管有一些有希望的举措，例如 VitaDAO 的长寿研究和 BIO Protocol 为小众医疗项目提供的 DAO 驱动资金，但不幸的是，DeSci 的现状更多的是投机，而不是有意义的、可持续的进展。太多项目专注于捞钱和快速取胜，并以华而不实的宣称在不可能的短时间内解决复杂问题为推动力。Pump.fun 等平台就是一个例子，它通过与化合物相关的代币化实验将药物开发游戏化。 科学不是这样运作的。发现过程，特别是药物开发，非常缓慢，成本高昂，并且依赖于机构间多年的合作。然而，DeSci 已经成为快速赚钱机会的游乐场，而不是推进有意义研究的工具。 这不是行业需要的革命，而是一种干扰 更糟糕的是，DeSci 投机性质所蕴含的诱惑可能会破坏科学进步所必需的信任和可信度。加密货币投资者被链上科学的前景所吸引——这个想法让人感觉充满未来感和变革性，即使其背后的机制还很初级和不发达——正在重复人工智能和电动汽车投资热潮中出现的模式。这一趋势象征着加密货币社区中一种更广泛的行为，其中成功通常以投资“上涨”的速度来衡量，而不是以底层项目的质量或可行性来衡量。 就像 AI 代币在没有显著差异化的情况下飙升一样，DeSci 正在成为投机资本的囊中之物。对于许多人来说，重点不是推动科学进步，而是编造故事来抬高代币估值。 至关重要的是理解什么是好的科学 任何能够以有意义的方式提高我们知识水平的科学都是好的科学。目前，人们往往认为有意义的科学是可以货币化的科学——但这是一个不完整的衡量标准。简而言之，任何能够增加我们知识水平的科学都是好的科学，而做到这一点的最佳方式是扩大我们的知识视野。长寿、气候科学和罕见疾病等领域的研究都体现了这一点，它们突破了我们已知的界限，同时提供了现实世界的应用。 准确性是根本，但当今许多科学都未能做到这一点。要让研究值得投资，它必须可信、严谨且有影响力。然而，影响力不能简单地用财务来衡量——它必须反映对科学知识体系的真正贡献。这应该是衡量成功的一个关键标准，强调科学的核心依赖于可信度。如果 DeSci 继续成为炒作、空洞承诺和投机交易的代名词，它将永远无法吸引成功所需的研究人员、机构和政策制定者。这不仅是 DeSci 的损失；也是整个科学和社会的损失。 这并不是要否定 DeSci 的巨大潜力。对市场机制的依赖经常被吹捧为 DeSci 的优势，原因也很容易理解。科学从根本上讲就是生成、验证和传播信息——这一过程与新兴的信息市场概念自然契合。这些市场利用预测市场、二次融资和透明同行评审等分散工具来汇总知识、激励合作并有效分配资源。这些机制可以解决传统系统中的许多低效率问题，但它们目前在 DeSci 中尚未得到充分开发或被滥用，更多地被视为投机工具，而不是有意义的创新引擎。 例如，预测市场可以让利益相关者押注科学实验或假设的成功，汇集集体智慧，引导资金流向高潜力项目。然而，它们的有效性取决于严谨、经过充分验证的假设，而不是炒作驱动的猜测。如果结构合理，预测市场可以作为一种工具，优先考虑准确、有影响力的研究，奖励那些真正扩展科学理解的项目，而不是那些仅仅吸引注意力的项目。 就二次方资助而言，这可以扩大基层对非传统理念的支持，为代表性不足的研究人员和小众领域提供公平的竞争环境。然而，要真正发挥其价值，它必须针对那些能够增强我们知识视角的项目，而不是那些只是受欢迎或有经济前景的项目。同时，去中心化的同行评审系统可以将不透明、缓慢且有偏见的集中式学术出版流程转变为透明、负责和可访问的流程。通过激励严谨性和奖励贡献，这些工具可以与 DeSci 的开放和协作精神完美契合。 这些工具在 web3 信息市场更广泛框架内的相互作用正是 DeSci 的真正潜力所在。在最佳情况下，DeSci 可能成为一场革命。它可以使获取研究资金的渠道民主化，而这些资金很难获得，赋予边缘化的声音权力，并创建一个生态系统，让突破更快发生并让更多人受益。但实现这一愿景需要的不仅仅是技术——它需要改变优先事项和文化。DeSci 必须超越目前对投机性代币和捞钱项目的执着，拥抱可持续性、问责制和协作原则，这些原则是实现有意义进步的基础。 DeSci 正处在十字路口。它可以继续沿着目前的道路前进，追逐投机高点，冒着失去意义的风险。或者，它可以走一条更艰难但更有意义的道路——一条优先考虑实质和可持续性而不是花招和短期胜利的道路。选择权在我们手中，但现在是采取行动的时候了。科学应该得到更好的发展，DeSci 也应该如此。 阅读更多：从实验室到账本：人类钥匙保障科学诚信 | 观点 西恩·穆雷 西恩·穆雷是区块链行业的资深人士，拥有媒体和分布式技术背景。他拥有伦敦政治经济学院欧盟政治与政府硕士学位和都柏林圣三一学院经济学和社会学学士学位。

俄罗斯电网运营商 Rosseti 报告称，2024 年，非法加密挖矿活动通过未经授权的连接窃取电力，导致该公司损失超过 13 亿卢布。 俄罗斯电网公司 Rosseti 报告称，2024 年，由于未经授权的加密货币矿工非法连接，损失超过 13 亿卢布。记录中损失最高的地区是北高加索地区，Rosseti Severny Kavkaz 报告的损失超过 6 亿卢布。在新西伯利亚，损失达 4 亿卢布，而 Rosseti Center 和 Privolzhye 的损失则达 1.2 亿卢布。 俄罗斯国家电网证实，已发现并关闭了 130 起未经授权的网络连接和未记录的电力消耗案件。根据《俄罗斯刑法》，已提起 40 多起刑事诉讼。 你可能还喜欢：新闻报道：泰国当局破获非法比特币挖矿设备，指控两人盗窃 28 万美元 不受监管的加密货币挖矿及其对电网的影响已成为俄罗斯日益关注的问题。为此，俄罗斯于 2024 年 11 月启动了加密货币矿工国家登记处。通过要求矿工提交包括钱包地址在内的信息，政府旨在将该行业置于官方监督之下。然而，虽然登记处旨在防止非法能源消耗，但矿工们担心，如果他们的数据泄露，他们可能会成为国际制裁的目标。 除俄罗斯外，近年来未经授权的加密货币挖矿也给伊朗、马来西亚、泰国和委内瑞拉的电网带来了压力，多个司法管辖区的当局都在试图打击这种行为。 阅读更多：Illegal Bitcoin mining operation explodes in Malaysia

Dubai’s real estate market hit almost $400 million in tokenized property sales amid major institutional moves, including RWA inclusion in VARA guidelines and the launch of a government-backed RWA platform by the DLD. Dubai’s real estate market recorded over $399 million in tokenized property sales in May, accounting for 17.4% of total transactions. The milestone came amid a broader real estate boom, with total property sales reaching 66.8 billion dirhams (approximately $18.2 billion) across 18,700 transactions, according to figures reported by Cointelegraph. Source: Cointelegraph You might also like:Dubai real estate tokenization eyes $16B target — what is tokenization actually solving? The sales milestone comes on the heels of major regulatory and institutional developments aimed at advancing real estate tokenization in Dubai. On May 19, the Virtual Asset Regulatory Authority, the city’s crypto regulator, updated its guidelines to formally include real-world asset tokenization. Additionally, on May 25, the Dubai Land Department, in collaboration with the Central Bank of the UAE and the Dubai Future Foundation, launched a regional tokenized real estate platform that enables investors to purchase fractional ownership in secondary-market properties. You might also like:Dubai launches first tokenized real estate platform in MENA

随着加密货币反弹及其链上数据的改善，Toncoin 仍然面临压力。 周六，Toncoin (TON) 的交易价格为 5.35 美元，较去年最高水平下跌超过 35%。它落后于比特币 (BTC) 和瑞波币 (XRP) 等其他加密货币，这些加密货币今年已跃升至历史新高。 链上数据显示，TON 区块链表现相对较好。据 Ton Stat 称，周五每日链上钱包激活数量上升至 185,395 个，为 12 月 13 日以来的最高增幅。这一增长使链上激活钱包的总数超过 3880 万个。 此外，每天销毁的 TON 代币数量开始上升。它们上升至近 12,000 个，为去年 11 月以来的最高水平。尽管铸造代币数量从今年早些时候的近 90,000 个下降至 80,800 个，但仍发生了这种销毁。 更有数据显示，TON生态系统收取的费用数量已升至23,790 TON，为近一个月以来的最高涨幅。 因此，Toncoin 的价格可能会因为其顶级生态系统代币的持续表现而受到压力。一些最受欢迎的代币，如 Hamster Kombat、Notcoin 和 Catizen 均已暴跌两位数。 你可能还喜欢：Telegram 的 Durov：用户数据可能会与当局共享 Toncoin 价格分析 TON 价格图表 | 来源：crypto.news 加密货币分析师普遍看好 TON 的价格。CryptoQuant 分析师 Darkfost 在最近的一篇文章中指出，其年化实际波动率已下降并跌破 0.25 的门槛。他认为，低波动期之后是市场逆转。 另一位分析师表示，标准化风险指标已接近低风险时期。他认为，与低波动时期一样，低风险时期往往伴随着价格大幅波动。 日线图显示，Toncoin 价格正在形成一个对称三角形。其上侧连接自 6 月 15 日以来的最高波动，而下侧连接自去年 9 月以来的最低水平。 这个三角形在比特币从 1 美元以下飙升至 8.30 美元的高点后开始形成，表明可能出现看涨三角旗形态。因此，比特币很可能在未来几周或几个月内出现看涨突破。如果发生这种情况，初始目标将是其历史高点 8.30 美元，比当前水平上涨 55%。 阅读更多：随着 HMSTR 接近关键价格，Hamster Kombat 将推出第 2 层链