最新报道：Welcome to the US Crypto Morning Briefing—your essential roundup of the day's most important developments in the crypto space. Grab a cup of coffee and follow the outlier Twenty One Capital, whose CEO and co-founder are bucking the trend of growing institutional adoption of Ethereum (ETH). Today's Crypto News: Twenty One Capital Rejects Investment Plans in Ethereum and Solana Ethereum, the largest altcoin by market capitalization, continues to attract attention despite growing institutional adoption. As the network recently celebrated its 10th anniversary, the industry is reflecting on its past, contemplating its future, and understanding how the blockchain dream can grow. As the world enters the new decade, the amount of funds in corporate treasuries continues to rise. Standard & Poor's predicts that these financial resource managers will hold 10% of the Ethereum supply. Remarkably, as of July 30th, they held only 1%. As publicly traded companies increase their holdings of Ethereum, Twenty One Capital is bucking the trend, avoiding ETH and Solana (SOL) and focusing on Bitcoin (BTC), accelerating the Saylorization trend recently reported by US Crypto News. In an interview with Bloomberg, James Mallers, founder and CEO of Twenty One Capital, revealed that the firm holds over 43,000 BTC and has unrealized gains of $1.3 billion. The Bitcoin maximalist also emphasized that the firm plans to pioneer a new way to assess asset growth, valuing performance in Bitcoin rather than fiat. Against this backdrop, Mallers explicitly stated that Twenty One Capital will not touch Ethereum or Solana, calling Bitcoin a new sovereign currency, not a tech stock. Twenty One Capital's portfolio strategy is focused on BTC, with Ethereum, Solana, and other smart contract chains excluded. For Mallers, holding ETH or Solana would betray the firm's founding principles. Why Twenty One Capital Won't Touch Altcoins Mallers went further, distinguishing between currency networks and speculative tech platforms that he believes masquerade as currencies. While some asset managers consider diversification essential, Mallers maintains that Bitcoin is the most diversified asset in history because it transcends national borders, regimes, and counterparty risk. He argues that Ethereum's ongoing technological evolution, such as The Merge and the Pectra upgrade, makes it yet another technology cycle. While Jack Mallers dismisses Ethereum and Solana as "tech stocks unsuitable for sovereign-grade currencies," some within the ecosystem remain focused on Ethereum's role as a pillar of decentralized infrastructure. Alon Muroch, co-founder of SSV Labs and a core contributor to the SSV network, offers a different long-term vision. While Mallers is a vocal supporter of Bitcoinism, Muroch argues that Ethereum has a broader future, transcending its definition as a technology platform. Fundstrat Capital Chief Investment Officer Thoman Lee agrees. Today's Chart Featured Investment Insights Here's a summary of more crypto news from today in the US: Pre-Market Crypto Stock Roundup