Nasdaq

2026-08-04 13:34

Data: Tokenized stock holding addresses approach 967,000, with distributed value reaching $2.16 billion

Odaily News, RWA.xyz's tokenized stock dashboard shows that as of August 3, the number of holding addresses for tokenized stocks, including exchange-traded funds, approached 967,000, with a distributed value of $2.16 billion. In late July, the number of related addresses had reached 759,000, a 92% increase over 30 days and a 522% increase since early 2026.The above data counts blockchain addresses, not verified individual investors. A single user may control multiple wallets, and custodian addresses may also represent multiple clients.Jupiter stated that year-to-date, its platform's monthly tokenized stock trading volume during hours when the Nasdaq and New York Stock Exchange are closed has grown by 360%, with over 65% of stock token activity occurring outside regular trading hours. Demand for semiconductor and memory chip-related stock products is high, involving companies such as Nvidia, Micron Technology, and SK Hynix.Market commentator David Alexander estimates that Robinhood Chain has gained 325,000 new holders within four weeks of its launch. Robinhood's related tokens provide economic exposure to the underlying securities but do not grant investors direct legal ownership or beneficial ownership of these stocks.

ALLO August Chain Jupiter Market Robinhood

2026-08-04 05:28

Kalshi CEO cites Nasdaq, Uber, and Airbnb to push back against New York's illegal gambling lawsuit

Odaily News – Kalshi CEO Tarek Mansour pushed back on Monday in a CNBC interview against New York State's lawsuit targeting the company, arguing that the case is not just about sports-related contracts, but challenges the entire prediction market business model.Mansour stated that if the logic of New York's lawsuit were upheld, "it could be copy-pasted to sue Nasdaq." He said Kalshi operates more like Nasdaq: the platform matches buyers and sellers and charges approximately 1% in transaction fees, rather than acting as a bookmaker directly wagering against users like traditional sports betting company DraftKings.New York Attorney General Letitia James sued Kalshi last week, accusing its event contracts of constituting illegal gambling and seeking at least $36 billion in damages, with the exact amount still pending full accounting.Mansour also compared Kalshi's regulatory and legal challenges to the early regulatory resistance faced by Uber and Airbnb, suggesting that prediction markets, as a new type of platform economy, are prone to misunderstanding or overregulation under existing legal frameworks.

Kalshi

2026-08-03 18:45

American Bitcoin Announces 2026 Q2 Financial Report, Bitcoin Reserves Surpass 8,000

According to the official announcement from American Bitcoin (Nasdaq: ABTC), the company reported its financial results for the second quarter of 2026. Q2 Bitcoin production reached a historic high of 932 coins, a 14% increase quarter-over-quarter; Bitcoin strategic reserves increased from 7,021 coins to 8,002 coins. Mining revenue was approximately $67 million, up 8% quarter-over-quarter; the cost to mine each Bitcoin was approximately $36,500, with gross margin remaining at approximately 50%. Although the Bitcoin price fell approximately 12% quarter-over-quarter during the period, the company's Satoshis Per Share (SPS) still increased approximately 11% quarter-over-quarter, from 9,943 to 10,989. In addition, the company completed the full energization of approximately 11,298 next-generation mining machines in April, adding approximately 3.05 EH/s of hash rate, with total hash rate reaching 28.1 EH/s.

American Bitcoin Bitcoin Share Share Splinterlands

2026-08-03 08:15

US SEC Defers Consideration of Nasdaq PHLX Cash-Settled Bitcoin Index Options Proposal

According to The Block, the U.S. Securities and Exchange Commission has paused consideration of the cash-settled Bitcoin index options proposal submitted by Nasdaq PHLX after approving the CME Group's request for review.

Bitcoin Block Cash CME Group The Block

2026-08-03 08:09

Dan Bin: AI Cycle Still in Early Stages, Bullish on Nvidia, Broadcom, and TSMC Among Tech Companies

Odaily News Oriental Harbor Chairman Dan Bin forwarded a view on Weibo stating that the chip sector underwent significant adjustments in July, with the Nasdaq chip index falling over 20% in the past month, and some highly leveraged investors facing margin call pressure due to the market correction.Dan Bin stated that the long-term potential of AI is still not fully understood by the market. Unlike previous technological revolutions, AI ultimately provides "intelligence," and the potential demand space is enormous. Current market concerns over hefty capital expenditures by tech giants are similar to past investor skepticism about Amazon AWS's massive investments, but the business opportunities brought by AI may far surpass the AWS era. He pointed out that the recent correction in the memory chip sector has exposed cyclical risks in the industry, and short-term technical indicators still need repair, with funds potentially flowing more toward application-layer companies with stronger fundamentals. Currently, he is more bullish on high-quality tech companies such as Nvidia (NVDA), Broadcom (AVGO), and TSMC (TSM).Additionally, Dan Bin believes that the July earnings season released important signals, with growth at hyperscale cloud service providers still accelerating. Among them, AWS annualized revenue is approximately $169 billion, up 37% year-over-year; Azure annualized revenue is approximately $124 billion, up 43% year-over-year; and Google Cloud annualized revenue is approximately $99 billion, up 82% year-over-year. Looking ahead to August, Dan Bin believes that the tech stock correction may be nearing its end, and funds are expected to flow back into high-quality tech assets. At the same time, the current market has high short positions and low investor sentiment, and extreme pessimism could become a potential driver for subsequent market gains.

Agentwood Studios August Bullish Current Harbor Harbor

2026-08-01 23:53

SEC Freezes Nasdaq QBTC Bitcoin Options Approval, Will Re-examine CME Challenge

Odaily News: The U.S. Securities and Exchange Commission (SEC) has frozen the approval of Nasdaq's QBTC bitcoin options in order to re-examine the decision after a legal challenge from CME Group. CME Group argues that, since bitcoin is a commodity, options linked to its value should fall under the jurisdiction of the U.S. Commodity Futures Trading Commission (CFTC), not the SEC. The approval remains suspended while the SEC reviews the dispute, with interested parties able to submit comments until August 24.

August Bitcoin CME Group

2026-08-01 12:04

Bitdeer Sells 271.3 BTC This Week, Maintaining Zero Holdings

Odaily News: Nasdaq-listed Bitcoin mining company Bitdeer has released its latest Bitcoin holdings data on the X platform. For the week ending July 31, its Bitcoin mining output was 271.3 BTC, with 271.3 BTC sold during the same period, resulting in a net increase of 0 BTC. The company continues to maintain zero Bitcoin holdings.

Bitcoin Bitdeer

2026-07-31 15:21

Bitget US Stock Tokens (rToken) rJMKE Now Listed

According to the official announcement, to meet users' diversified investment needs, Bitget's US stock token rToken has listed rJMKE (Jersey Mike's Subs). As of now, the Bitget platform supports a total of 608 US stock tokens. It is reported that rTokens, identified by the letter r + stock ticker (e.g., NVIDIA as rNVDA), are issued by Bitget's licensed RWA protocol Reality, directly connecting to global liquidity pools such as Nasdaq and NYSE through cooperation with compliant broker Alpaca. Its features include: underlying assets 1:1 reserved and custodied by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronized mapping of corporate actions (stock splits, etc.), and holdings can serve as joint margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.

ALLO Bitget NVIDIA Reality RWA Inc. Tether

2026-07-30 18:33

Fortitude Mining Invests $45 Million in Zcash Mining Infrastructure

Fortitude Mining, a mining company under Digital Currency Group (DCG), has signed a procurement agreement worth approximately $45 million. The deal involves mining hardware and infrastructure in Nebraska, aimed at advancing the vertical integration of Zcash mining. The expansion includes a $31.5 million commitment for miner purchases, along with two acquisitions totaling $13.9 million covering power contracts, land, buildings, and mining equipment. Fortitude stated that its controlled data center capacity has increased to over 60 megawatts in 2026. Fortitude is proceeding with a proposed merger with HeartSciences Inc., a Nasdaq-listed company. If completed, the DCG subsidiary will gain a public listing status. In the first quarter of 2026, Zcash accounted for 61% of Fortitude's mining revenue, while Bitcoin's share fell to 36%.

Bitcoin DCG Zcash

2026-07-30 12:22

“AI Stock God” Faces Trading Drawdown, Seeking New Funding Support

The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.

1st August Bloom Bloom Bloom Bloom

2026-07-29 17:48

Ionic Digital Surges 26% on NASDAQ First Day, Celsius Network Creditors Gain Exit Route

According to CoinDesk, Bitcoin mining company Ionic Digital (Nasdaq: IOND), formed from the bankruptcy restructuring of Celsius Network, completed its direct listing on Nasdaq. The stock price surged 26% on the first day, with a market capitalization reaching approximately $2.8 billion, setting a record for the largest direct listing on Nasdaq since 2021. The stock opened at $50 and closed at $62.90, about 19% higher than the Nasdaq reference price of $53. The company was established in January 2024, acquiring Celsius mining assets through a court-approved restructuring plan, and issued 37 million shares of Class A common stock to Celsius creditors, providing them with an exit channel.

Bitcoin Celsius Network CoinDesk Ionic Ionic Ionic Digital

2026-07-29 17:47

Strategy states that MSTR's annualized return has reached 42% since adopting Bitcoin reserves, but its holdings remain at an unrealized loss of approximately $18 billion.

According to Bitcoin.com, Strategy Inc. (NASDAQ: MSTR) Executive Chairman Michael Saylor stated that since the company established Bitcoin as its primary reserve asset in August 2020, MSTR stock has achieved an annualized return of 42%, surpassing Bitcoin itself, the "Magnificent Seven" tech stocks, and the S&P 500 Index. As of July 29, Strategy holds 843,775 BTC, with a cumulative purchase cost of approximately $63.69 billion, and an average price of approximately $75,476 per coin, currently showing an unrealized loss of approximately 17.9% compared to the cost price (approximately $11.4 billion). To address the increasingly complex capital structure, Strategy launched three new metrics on July 24: Net BTC Per Share, BTC Hurdle ARR (minimum annualized return required to cover financing costs), and BTC Floor ARR (minimum annualized return required to maintain leverage ratio sustainability), to help investors more clearly assess the actual value of their Bitcoin holdings. Additionally, the company plans to provide funding for preferred stock repurchases through the future sale of a portion of its Bitcoin.

August Bitcoin Bitcoin.com Monsterra Share Share

2026-07-29 11:51

After Mainland Chinese Investors Were Only Allowed to Sell US Stocks: Nasdaq Pulls Back 10%, Korean Index Drops Nearly 40%

When mainland investors were explicitly restricted from continuing to purchase US stocks, US tech assets had already traded into historical high ranges. During this period, the storage semiconductor sector also experienced a more significant drawdown.

2026-07-29 10:39

Decline in AI concept stocks triggers margin pressure; Wall Street banks require some hedge funds to post additional collateral

According to the UK's Financial Times, AI concept stocks have recently continued to correct, and Wall Street banks have required some hedge funds with concentrated positions and high leverage to post additional collateral to maintain existing financing levels. The Nasdaq 100 Index fell by as much as 10% from its early June highs, while the Philadelphia Semiconductor Index has cumulatively dropped about 25% since the end of June. Against the backdrop of sharp declines in related individual stocks, long-short and multi-strategy hedge funds recorded significant single-day drawdowns, reflecting that risks from crowded AI trades and leverage are being exposed at an accelerated pace.

June Street

2026-07-29 07:04

Surges Over 25%, Ionic Digital Rises to Nearly $63 on Nasdaq Debut

OdailyOdaily News Bitcoin mining enterprise and AI infrastructure company Ionic Digital today made its direct listing debut on the Nasdaq under the ticker IOND. The stock opened at $50, with a reference price of $53, and surged over 25% during trading to nearly $63, implying a valuation of approximately $2.75 billion. Founded in January 2024, Ionic Digital acquired most of the mining assets from the bankruptcy restructuring of crypto lending platform Celsius Network, including mining machines, infrastructure, approximately $195 million in cash, and 540 BTC. Currently, Ionic Digital holds 2,861 BTC and is shifting more power capacity toward long-term AI lease agreements.

Bitcoin Celsius Network Ionic Ionic Ionic Digital

2026-07-28 19:33

Fortitude Launches 12 MW Mining Facility in Nebraska, Surpassing 60 MW in Self-Owned Power Portfolio

: Zcash mining company Fortitude has launched its 12 MW facility in Grand Island, Nebraska, completing its first greenfield data center construction and expanding its self-owned power portfolio to over 60 MW across seven sites. Fortitude stated that the facility has completed construction and electrical testing and is ready for commercial operations. This milestone comes ahead of Fortitude's planned public listing through a business combination with HeartSciences (Nasdaq: HSCS), a listed medical technology company. Fortitude expects that, with successful miner deployment and stable power, network, and market conditions, the facility will reduce the direct cash cost of mining Zcash from approximately $70 per coin to around $40 per coin. The company attributes the cost reduction to lower-cost self-owned power and more efficient next-generation mining hardware. The facility is expected to procure power at approximately $0.045 per kilowatt-hour. It is located between two solar power generation facilities and adjacent to a substation with spare capacity. Fortitude was spun off from the Foundry mining division of Digital Currency Group in January 2025, with operations including mining Bitcoin and other proof-of-work cryptocurrencies.

Bitcoin Foundry Foundry Zcash

2026-07-28 16:26

Goldman Sachs: Apple Market Cap Overtakes Nvidia, Price Target Raised to $370

According to TechFlow Research, on Monday (July 27), Apple rose over 1%, with its market cap reaching $4.94 trillion, surpassing Nvidia's $4.78 trillion to return to the top spot in global market cap. Over the past month, Apple outperformed the Nasdaq 100 Index by 23 percentage points, marking the largest single-month excess return since 2005. Goldman Sachs raised the target price from $330 to $370 on the same day, maintaining a Buy rating, citing increased confidence in the iPhone upgrade cycle and AI strategy. Apple will release its Q3 earnings report on Thursday, with the market expecting EPS to be $1.89. This market cap overtaking occurred against the backdrop of growing investor concerns over the ROI on huge AI capital expenditures, with Google's FCF turning negative and Nvidia facing sell-offs, while Apple became a safe haven instead due to restrained AI spending.

Apple Cap Market Price

2026-07-28 13:14

Bitget 质押借币累计支持 103 支股票代币（rToken） 作为抵押品

Bitget 质押借币板块新增支持 38 支股票代币（rToken）作为抵押资产，累计支持数量达 103 支。本次新增标的包括 rIBM、rTQQQ、rNOK 等热门美股与 ETF，覆盖科技、消费、金融等多元板块。持有相关股票代币的用户现可将其作为抵押物借入 USDT、USDC 等主流资产及 100+ 种加密资产，在不卖出持仓的情况下释放资金流动性。具体抵押参数可参阅 Bitget 官方平台。 据悉，以字母 r + 股票代码（如英伟达为 rNVDA）为标识的 rToken，由 Bitget 旗下持牌 RWA 协议 Reality 发行，通过与合规券商 Alpaca 合作直连纳斯达克、纽交所等全球流动性池。其特点包括：底层资产 1:1 储备并由持牌托管机构托管、股票股息以代币形式 1:1 派发、支持公司行为（拆合股等）同步映射，且持仓可作为统一账户及 U 本位合约的联合保证金，让用户在持有全球股票资产的同时，仍能灵活管理资金。

ALLO Bitget Circle Reality RWA Inc. Tether

2026-07-28 08:52

K3 Capital Announces Partnership with Galaxy and Accountable to Launch Institutional Yield Vault

K3 Capital announces a partnership with Galaxy and Accountable to launch an Institutional Yield Vault, bringing institutional OTC lending relationships on-chain. The product is deployed on the Monad network, uses AUSD as the settlement asset, and adopts a single-borrower model with Nasdaq-listed company Galaxy as the sole borrower. The initial size is 30 million AUSD, with a target total credit line of 100 million AUSD and a fixed annual interest rate of 7.5%.

Accountable Galaxy Galaxy Monad

2026-07-28 08:07

Siebert becomes Kakao Pay Securities' US partner, plans to launch tokenized trading services for Korean stocks in the first half of 2027

Nasdaq-listed financial services company Siebert Financial Corp. has agreed to become the US partner of Kakao Pay Securities. The two parties plan to launch tokenized trading services for Korean stocks targeting US investors through the K-Stock Global Gateway. Kakao Pay Securities holds approximately 9 million stock accounts in South Korea. The two parties plan to explore the tokenization of Korean stocks, allowing US investors to access Korean stocks outside the normal trading hours of the Korea Exchange, and to study whether tokenized securities can support T+0 settlement. The initial tokenized trading service is targeted for launch in the first half of 2027. The two parties stated that any implementation must comply with US and South Korean regulatory requirements and investor protection standards.

Gateway Gateway