Daily Report | Circle will launch a Layer 1 blockchain ARC focused on stablecoins; Peter Thiel's investment group acquires 7.5% stake in Ethereum treasury company ETHZilla

ChainCatcher Selection

2025-08-12 20:00:00

Collection

August 12 News Overview

整理：Jerry，ChainCatcher

Important News:

"What Important Events Happened in the Last 24 Hours"

Circle Releases Q2 Financial Report: USDC Circulation Exceeds $65 Billion, Up 90% Year-on-Year
According to Businesswire, Circle (NYSE: CRCL) announced its Q2 2025 financial report. By the end of this quarter, USDC circulation increased by 90% year-on-year, reaching $61.3 billion; as of August 10, 2025, it further increased by 6.4% to $65.2 billion. Total revenue and reserve revenue grew by 53% year-on-year, reaching $658 million.

Due to non-cash expenses related to the IPO, the net loss was $482 million. Circle completed a $1.2 billion IPO, launched the Circle Payments Network, announced partnerships with Binance, OKX, and others, and plans to launch a Layer-1 blockchain ARC specifically designed for stablecoin finance.

Circle to Launch Layer 1 Blockchain ARC Focused on Stablecoins

According to Zoomer, Circle will launch ARC, a Layer 1 blockchain specifically serving stablecoins.

The network is EVM-compatible, uses USDC as its native gas token, and integrates a stablecoin forex engine, sub-second settlement finality, and optional privacy control features. The public testnet will launch between September and November 2025.

WLFI Valuation in ALT5 Sigma Corporation Acquisition Agreement Set at $0.20

According to DL News, the publicly listed fintech company ALT5 Sigma Corporation has valued World Liberty Financial's WLFI token at $0.20 per token through a share acquisition agreement. This is the first clear valuation for the token since its token sale began last year.

Binance Wallet to Launch 33rd TGE Project Cherry AI (AIBOT) on August 14

Binance Wallet has announced an exclusive sale of Cherry (AIBOT) tokens on August 14 from 4 PM to 6 PM (UTC+8). Eligible users must use Binance Alpha points to participate in the subscription.
Additionally, 30 million AIBOT tokens will be reserved for future events, with specific details to be announced later. TGE details and event pages will be released soon.

Binance Alpha: Overlay Protocol (OVL) to Launch on August 14

Binance Alpha announced that Overlay Protocol (OVL) will launch on August 14, becoming the first platform to support this project. Eligible users can claim airdrops using Binance Alpha points on the Alpha event page after trading begins, with specific details to be announced soon.

Fosun Bets on Stablecoin License, Guo Guangchang Personally Leads Team to Meet Hong Kong Chief Executive

According to Tencent News, Fosun has confirmed its application for a stablecoin license in Hong Kong and has formed a complete team for the application.

It is reported that Guo Guangchang personally led key members of Fosun's stablecoin team and other executives to meet with Hong Kong Chief Executive John Lee and Financial Secretary Paul Chan, with the Financial Secretary being the direct superior of the Hong Kong Monetary Authority, the regulatory body for stablecoin license approval. Fosun has not commented on this matter so far.

Binance Alpha: World3 (WAI) Airdrop Threshold Set at 200 Points

According to the official announcement, Binance Alpha will launch World3 (WAI) on August 12, 2025, at 08:00 (UTC). After trading begins, users with at least 200 Binance Alpha points can claim an airdrop of 800 WAI tokens on a first-come, first-served basis. If the reward pool is not fully allocated, the points threshold will automatically decrease by 15 points every hour.

Please note that claiming the airdrop will consume 15 Binance Alpha points. Users must confirm their claim on the Alpha event page within 24 hours, or it will be considered forfeited.

Binance Wallet Token Presale to Launch on BitlayerLabs (BTR)

According to official news, the Binance Wallet token presale will launch on BitlayerLabs (BTR).

Subscription Time: August 13, 2025, from 4 PM to 6 PM (UTC+8);

Subscription Eligibility: Eligible users must use Binance Alpha points to participate.

Peter Thiel's Investment Group Acquires 7.5% Stake in Ethereum Treasury Company ETHZilla

According to Cryptobriefing, billionaire investor and co-founder of PayPal and Palantir, Peter Thiel, disclosed that he holds a 7.5% stake in biotech company ETHZilla (formerly 180 Life Sciences), which recently completed a $425 million private placement and a $156 million convertible bond issuance, with funds to be used for increasing its Ethereum holdings.

This is Thiel's second investment in an Ethereum treasury company following his acquisition of a 9.1% stake in BitMine in July. Following the news, ATNF's stock price surged over 11% in a single day, soaring 57% in after-hours trading.

"What Interesting Articles Are Worth Reading in the Last 24 Hours"

a16z Crypto Marketing Guide: What Should Founders Do from 0 to 100?

a16z explores the core logic of crypto marketing: precise developer operations, balanced token economics, founder IP creation, and differentiated Layer2 strategies, emphasizing depth-first ecological synergy.

Led by Harvard University, Which Renowned American Universities Are Betting on Cryptocurrency?

Recently, Harvard University disclosed that its endowment fund holds over $100 million in Bitcoin positions, sparking widespread attention on universities' involvement in crypto assets.

Korean Investors Flock to "Coin Stocks," BitMine Becomes New Favorite

BitMine has topped the list of overseas stock purchases in South Korea for July.

AI Wealth Creation at Record Speed

Looking back at the past 100 years of data, we have never seen such scale and speed of wealth creation; it is unprecedented.

From Hoarding Coins to Driving Up Prices: BitMine's 35-Day Blitz and the Shift of ETH Pricing Power

The ceiling for Ethereum pricing no longer belongs to the earliest bulls but to the Wall Street capital that tells the best stories.

Revisiting the Application Chain Argument

The trend of appchains is rising, with Unichain and HyperEVM ecosystem TVL exceeding $3 billion, driving the shift of the "fat application" paradigm, where leading applications achieve value capture and sovereignty expansion through dedicated chains.

8% Rebound Just an Appetizer? Uniswap's Major Upgrade Could Turn UNI Around Completely

This is not only an important step towards DAO compliance but may also provide a legal basis for the long-standing "fee switch."