News linked to both this project and an event.
据官方公告，Upbit 将上线 GEOD 韩元、BTC 及 USDT 交易对。
Bitwise Chief Investment Officer Matt Hougan stated that Bitcoin's increasing momentum, ETF demand, and institutional adoption may indicate early signs of a new crypto bull run, driven by factors including tokenization, stablecoins, and blockchain-based financial markets. Hougan pointed out that since July 1st, Bitcoin has risen by 9%, while the Nasdaq 100 has fallen by 6%. He noted that market sentiment and ETF flows have improved, but the market has not yet confirmed a bottom. Hougan believes the next crypto cycle will focus on the convergence of blockchain technology and traditional finance, encompassing stablecoins, tokenization, 24/7 trading, instant settlement, and the expansion of institutional DeFi to a trillion-dollar scale. Hougan views Hyperliquid and Robinhood as two paths for on-chain finance. He stated that nearly half of Hyperliquid's trading volume comes from traditional assets such as crude oil, silver, and the S&P 500. Robinhood launched Robinhood Chain on July 1st to support tokenized stocks and DeFi services.
According to previous patterns, Strategy typically discloses information on changes in its Bitcoin holdings the day after relevant news is released.
Michael Saylor, founder and Executive Chairman of Bitcoin treasury company Strategy, has once again released information related to the Bitcoin Tracker. Based on previous patterns, Strategy typically discloses changes in its Bitcoin holdings the day after such announcements.
CryptoQuant analyst Axel Adler pointed out in a weekly report analysis that the US 10-year Treasury yield has recently risen to approximately 4.7%, approaching the upper limit of the range over the past five years. The high-interest rate environment is tightening financial conditions, raising financing costs and asset discount rates, and increasing pressure on risk assets.
Coinbase Institutional and Glassnode have jointly released a market report, maintaining a neutral outlook on the cryptocurrency market for the third quarter of 2026. In the second quarter, the total market capitalization of the crypto market (excluding stablecoins) declined by approximately 12%, while stablecoin supply reached an all-time high. On-chain data suggests that Bitcoin may be transitioning from a correction phase to an accumulation phase, characterized by compressed valuations, near-multi-year lows in recent active supply, and the proportion of supply in profit breaking below historical statistical lower bounds—historically corresponding to accumulation rather than distribution zones. However, the macro liquidity environment remains tight, with the Federal Reserve maintaining a hawkish stance under Kevin Warsh's leadership, a strong U.S. dollar, coupled with geopolitical risks, selling pressure from digital asset treasuries, and net outflows from spot BTC and ETH ETFs in the first half of the year (though the pace of outflows has begun to slow), thus overall caution is advised.
Bitcoin News posted on X platform, stating that the final text of the CLARITY Act released on Wednesday expands protection for self-custody. The bill retains the Keep Your Coins Act, safeguarding individuals' rights to hold and transact their own digital assets. It also adds provisions stipulating that lawfully self-custodied assets shall not be deemed abandoned, unclaimed, forfeitable, or subject to state escheatment solely because they are inactive or dormant.
Odaily reports: Derivatives whale "Set 10 Big Goals First" updated their position, stating that their previously established BTC long position with 4x leverage has triggered the trading invalidation range and exited at a stop loss.Previously, this address opened the position at approximately $64,940, holding 2,933.635 BTC, with a position value of around $447 million and a margin of about $47.48 million. The whale stated that they remain bullish on Bitcoin in the medium to long term, viewing the $60,000 area as a key support zone, and if there are no significant changes in market structure, Bitcoin still has a high probability of challenging the $100,000 level before March next year.
Sui Foundation and Mysten Labs launched the Bitcoin mortgage protocol Hashi testnet on July 22, allowing BTC to provide collateral support for on-chain lending and credit markets without being wrapped into synthetic tokens or bridged across chains. Hashi keeps Bitcoin on the Bitcoin network, with deposits secured by a 2-of-2 multi-signature mechanism that requires simultaneous signatures from Hashi's multi-party computation validators and an independent Guardian Layer. Loan terms and collateral positions are recorded on-chain, allowing lenders to view the collateral backing. Over 25 institutional partners are testing Hashi's lending and credit applications, including Bitgo, Cumberland, FalconX, Ledger, Blockdaemon, Bullish, as well as Sui ecosystem lending platforms Navi and Scallop. Wave Digital Assets has committed to advancing a three-year Bitcoin yield bond tokenization plan on Sui after the Hashi mainnet launch. Hashi has not yet announced a mainnet launch date. Sui previously unveiled the Hashi development network phase in March, positioning the protocol as a solution to improve capital efficiency for the approximately 1.4 trillion dollar Bitcoin market.
According to Cointelegraph, BitMEX was sued in a class-action lawsuit by BKX Services Inc. and David Namdar in the U.S. District Court for the Southern District of New York on July 24. The plaintiffs allege that BitMEX's internal trading team used privileged access during server freezes to illegally obtain customer Bitcoin collateral by manipulating the forced liquidation mechanism. The two plaintiffs suffered a combined loss of 622.66 BTC (BKX lost at least 305.81 BTC, and Namdar lost over 316.85 BTC). The plaintiffs demand the return of the seized Bitcoin and seek compensatory and punitive damages, representing U.S. users who purchased BTC swap products since July 23, 2018. Notably, the lawsuit was filed on the same day as the announcement of BitMEX's closure—BitMEX's parent company HDR Global Trading announced it will cease services on September 23 and has stopped accepting new user registrations. Following the announcement, the price of its BMEX token plummeted by approximately 90%.
According to options expiry data released by [email protected] (@BTC__options), a total of 19,000 BTC options expired this week, with a Put Call Ratio of 0.89, Max Pain at $64,500, and a notional value of $1.2 billion; 125,000 ETH options expired, with a Put Call Ratio of 1.25, Max Pain at $1,875, and a notional value of $230 million. In terms of market conditions, BTC briefly broke through 66K this week but failed to hold. The 65K to 80K range is a high-volume trading zone from the early year's rally, indicating significant upside pressure. Overall IV has retreated to the 35% level, leaving fewer trading opportunities. Notably, the ETH put option ratio has exceeded 1 for 6 consecutive weeks, the longest duration on record, indicating sustained high bearish sentiment in the market. However, some traders are also taking the opportunity to sell Puts to buy the dip. Cryptocurrencies have experienced an 8-month bear market. From a cyclical perspective, the second half of the year may see a certain rebound.
According to Cointelegraph, Michael Saylor stated that Strategy has optimized and upgraded its Bitcoin metric system, launching a new measurement methodology covering Bitcoin, Digital Credit, and Digital Equity, further integrating Bitcoin into a systemic financial framework.
MoonPay announces a partnership with Discover Network, enabling US Discover credit cardholders to now purchase thousands of supported crypto assets via MoonPay, including BTC, ETH, BNB, XRP, SOL, TRX, HYPE, and ZEC. This partnership integrates Discover card payment channels into MoonPay's crypto asset purchase service, providing US users with a new fiat on-ramp method.
Cryptocurrency exchange Gemini has donated approximately $10 million worth of Bitcoin to MAGA Inc., a super PAC supporting former US President Donald Trump. According to a report filed with the US Federal Election Commission (FEC), Gemini co-founders Cameron Winklevoss and Tyler Winklevoss completed the donations in two installments on June 19, each worth over $5 million. This donation occurred about three weeks after the CFTC and Gemini jointly filed a motion with the US District Court for the Southern District of New York, seeking to vacate the $5 million settlement agreement reached in January 2025. The settlement stemmed from the CFTC's earlier allegations that Gemini had made false or misleading statements. MAGA Inc. can use these funds to support independent political expenditures for Donald Trump. Previously, the Winklevoss brothers each donated $1 million to Donald Trump's 2024 campaign and contributed $21 million worth of Bitcoin to the Digital Freedom Fund PAC to support the crypto policy direction of the Trump administration. Currently, the court has not yet ruled on the motion to vacate the settlement between the CFTC and Gemini. Meanwhile, CFTC Chairman Michael Selig remains the sole commissioner of the agency. As of June 30, MAGA Inc. has reported receiving over $397 million in funds.
Michael Saylor posted on X, stating that the Bitcoin capital market requires a new financial language. Strategy has optimized its indicators to more accurately measure Bitcoin, digital credit, and digital equity. Metrics such as Net BTC, Net BPS, BTC Hurdle ARR, and BTC Floor ARR are now live on Strategy.com.
CZ expressed regret over BitMEX's closure announcement, recalling that BitMEX pioneered the 100x leveraged perpetual contract in the crypto market in 2014, driving industry development.CZ noted that BitMEX only supported BTC deposits and single-chain operations at the time, and adopted a once-daily, multi-signature wallet batch withdrawal process. These seemingly inconvenient designs, he said, actually helped the platform avoid hacker attacks over the long term.He also mentioned that BitMEX's four co-founders admitted to violating the Bank Secrecy Act (BSA) one month before their trial, each being fined $10 million and sentenced to home detention, with no prison time. However, CZ believes that BitMEX's business ultimately couldn't withstand the "War on Crypto" during the Biden administration.In conclusion, CZ stated that BitMEX is currently winding down in an orderly fashion, users can still withdraw assets, and he paid tribute to co-founder Arthur Hayes.
: Bitcoin financial product platform Lombard Finance has announced the launch of the Bitcoin Onchain Credit Strategy, with global trading firm Flow Traders as the first pilot partner. Under this solution, Flow Traders can borrow stablecoins for market making without providing on-chain collateral. Its collateral security is provided by Bitcoin deposited in the Lombard Bitcoin Earn yield product, and underwriting is completed through the Cap private credit platform. (The Block)
According to the official press release, Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy, and Strategy, nine leading financial institutions and Bitcoin companies, jointly announced the establishment of the Bitcoin Security Consortium on July 23, 2026. The members independently committed to contributing a total of $15 million over the next three years to support long-term security research for the Bitcoin network, with a focus on development work in the field of post-quantum cryptography. The consortium's daily affairs are coordinated on a voluntary basis by Brink Executive Director Mike Schmidt; it will not intervene in protocol development or specific change decisions and will regularly release Bitcoin security status reports to investors and the public.
According to Shenzhen News Network, the Shenzhen Branch of the People's Bank of China, the Shenzhen Bureau of the China Securities Regulatory Commission, the Municipal Internet Information Office, and the Municipal Local Financial Administration jointly launched a special rectification campaign, announcing and permanently closing a batch of non-compliant self-media accounts. The violations were mainly divided into two categories: first, accounts such as "USDT Merchant Exchange Group" and "Search Bitcoin" violated regulations by providing virtual currency marketing and promotion within the mainland, inducing the public to participate in illegal financial activities; second, accounts such as "Pajama Old Zhang" and "Zhengwu Stock Path" lacked securities and futures qualifications, and by showing profit screenshots, publishing live trading operations, etc., induced netizens to pay to join groups and purchase financial management courses, illegally engaging in securities and futures business. The aforementioned accounts have been permanently closed by the platforms in accordance with the law, and Shenzhen authorities stated that they will continue to increase efforts to rectify the online environment.
据 CoinGlass 发布的「2026 半年度市场报告」显示，主流交易所上半年 TradFi 永续合约成交量合计约 1.2 万亿美元，其中 6 月成交量占比达 33.7%，交易活跃度明显提升。市场份额主要集中于头部 CEX 平台，币安、OKX 和 Bitget 的成交额分别约为 6,663 亿美元、1,177 亿美元和 664 亿美元。 加密资产流动性方面，在中间价上下 1% 范围内，币安的 BTC 双边订单簿深度约 2.36 亿美元，占 44.0%；OKX 约 1.12 亿美元，占 20.8%；Bybit 与 Bitget 均约 7,000 万美元，占比分别为 13.9% 和 13.4%。ETH 方面，Binance 深度约 1.09 亿美元，占 28.7%；Bitget 约 8,100 万美元，占 21.4%，其次为 OKX 和 Bybit。