News linked to both this project and an event.
Bitfufu mined 125 BTC in June, of which 70 BTC came from self-mining operations and 55 BTC from cloud mining services; average daily production was 4.2 BTC, down from 5.7 BTC in May. The company's total managed power capacity decreased to 273 MW from 346 MW in the previous month. Bitfufu's proprietary hash rate grew 9.4% to 3.5 EH/s, as it purchased and deployed 1,200 S21 XP miners in June and signed an agreement to purchase and deploy an additional 2,000 S21 XP miners in July. As of June 30, 2026, Bitfufu held 1,671 BTC, down from 1,855 BTC at the end of May. The company's average mining machine efficiency was 17.9 J/TH in June, compared to 17.8 J/TH in May; as of the end of the period, third-party suppliers and hosting clients' hash rate accounted for 11.8 EH/s of its total managed hash rate of 15.3 EH/s. (Bitcoin.com News).
the Bitcoin BIP-110 proposal is approaching its early August deadline, with miner support currently below 1%. In the current cycle, support stands at 0%, and no major mining pools have signaled in favor. BIP-110, officially titled "Reduced Data Temporary Soft Fork," aims to restrict OP_RETURN data capacity within one year, prohibit most arbitrary data writes exceeding 256 bytes, and limit certain script formats primarily used for data storage. Strategy founder Michael Saylor and Blockstream co-founder Adam Back have both publicly opposed BIP-110. Data shows that BIP-110 adopts a user-activated soft fork mechanism, setting a 55% miner signal threshold. The proportion of nodes running BIP-110 software remains in the single digits, primarily from Bitcoin Knots users. The current signaling cycle for this proposal is expected to end near block height 959,615, entering a voluntary lock-in period around early August, with activation planned for approximately September. If broad support remains absent by then, it could lead to a small number of nodes forming a split chain.
Odaily Odaily News: Custodia Bank has filed a petition for a writ of certiorari with the U.S. Supreme Court, seeking a ruling on whether a regional Federal Reserve Bank president has the authority to deny master account services to an institution. Custodia Bank had repeatedly applied for a Federal Reserve master account but was denied in 2023 by the Fed, citing significant safety and soundness risks associated with its novel business model and its planned primary focus on crypto assets. Custodia Bank subsequently appealed to the U.S. Court of Appeals for the Tenth Circuit, which ruled in favor of the Federal Reserve Bank of Kansas City in 2024. The U.S. Supreme Court is expected to decide in October whether to take up the case. (Bitcoin.com News).
on July 9 that Grayscale released research stating that stock tokenization will undergo three stages of development, with Ethereum, Solana, BNB Chain, Avalanche, and Canton Network most likely to benefit as ownership models evolve. Grayscale noted that third-party wrapped tokens account for over 70% of the tokenized stock market capitalization. In this model, traditional stocks are placed in special purpose vehicles, and investors receive tokens representing claims on the vehicle's equity, rather than direct ownership. Such wrapped assets operate on Ethereum, Solana, and BNB Chain, and can be traded and integrated into decentralized finance applications. Grayscale identified the pilot program planned by DTCC as the second stage of tokenized stock development, with Canton Network set to be the first blockchain used for the DTCC tokenization pilot. The third stage is issuer-sponsored tokenization, where companies natively issue securities on-chain. Securitize became the first publicly traded company to tokenize its own common stock when it listed on the New York Stock Exchange. Grayscale expects that wrapped tokens, the DTCC equity model, and issuer-sponsored issuance will coexist for the next several years. (Bitcoin.com News).
Odaily Odaily Planet Daily reported that Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered, stated that the market has misinterpreted Michael Saylor's adjustments to Strategy Inc.'s bitcoin strategy, and the recent selling pressure stems from confusion over this strategy rather than a change in bitcoin's long-term outlook. Strategy Inc. is shifting bitcoin from being a reserve accumulation asset to serving as collateral to support its STRC preferred stock. Kendrick maintains the bitcoin price forecast of $100,000 by the end of 2026. As of press time, BTC was trading at $64,322.89, and Strategy's stock MSTR closed at $94.64 on Friday. The outstanding notional value of STRC is approximately $10 billion, which Kendrick believes makes the preferred stock heavily overcollateralized due to its bitcoin backing. (Bitcoin.com News).
on July 10, 2026, Metaplanet announced a joint research initiative with JPYC, Progmat, and Metaplanet Securities to explore Bitcoin-backed digital credit products. The plan involves using Bitcoin as collateral for tokenization tools, including settlements via a yen-pegged stablecoin and digital corporate bonds managed by security tokens. As of the end of the second quarter of 2026, Metaplanet held approximately 43,000 BTC, valued at $2.75 billion based on Saturday's BTC exchange rate. Metaplanet stated that the research has not yet yielded a product, and no issuance date, interest rate, product structure, or sales method has been determined. Its 43,000 BTC holdings have not been staked to any specific product at this stage. (Bitcoin.com News).
Galaxy 研究主管 Alex Thorn在 X 平台发文披露，围绕“Noah Doe”试图通过法律程序获得中本聪比特币所有权的遗弃比特币案件迎来重大进展，比特币政策研究所（BPI）已正式申请作为被告介入此案并寻求推动法院驳回全部诉讼。据悉，由律师事务所 White & Case 代理的 BPI 此次不仅申请介入案件，还提交了拟答辩文件、15 项积极抗辩理由并计划提出撤诉动议。 Alex Thorn 透露，BPI 称其具备介入资格，因为该机构长期自托管一部分计划无限期持有的比特币储备，而原告所主张的“长期未动用即构成遗弃”的理论，恰恰可能将类似资产纳入未来诉讼范围。如果本案的法律逻辑最终获得法院支持，未来可能成为剥夺长期自托管用户资产所有权的先例，所以这场诉讼不仅关乎中本聪相关资产，也关系到整个比特币自托管生态的法律基础。
Odaily Planet Daily: Nasdaq-listed Bitcoin mining company Bitdeer released its latest Bitcoin holdings data on X. For the week ending July 10, its Bitcoin mining output was 227.5 BTC, but it sold 227.5 BTC during the same period, resulting in a net increase of 0 BTC. The company currently maintains zero Bitcoin holdings.
1confirmation founder Nick Tomaino stated on platform X that bringing real-world assets (RWA) on-chain will become an important direction for driving the next phase of the crypto industry's development and is expected to lead to mass consumer adoption. The core value of RWA tokenization lies in enabling global users to access asset classes that were previously difficult to obtain. "Global accessibility" has always been one of the most attractive features of the crypto industry and a key reason for the success of crypto assets like Bitcoin and Ethereum.Nick Tomaino believes that crypto assets which drive new behaviors and are built on concepts beyond mere monetary value will continue to exist long-term. However, as the market gradually realizes that the cost of creating tokens is close to zero and the model of solely relying on token issuance to drive price appreciation is unsustainable, the growth cycle for many "hype-driven tokens" is ending. The future market will enter a new growth phase driven by tokens backed by real assets. Currently, stablecoins have become the most mature use case for RWAs, and over the next year, the tokenization of assets such as stocks, commodities, government bonds, corporate bonds, and real estate is expected to accelerate further.Nick Tomaino stated that tokenized physical collectibles (such as sports cards and jerseys) could become one of the most promising directions for building and investing in RWAs today. As the speculative-driven token cycle gradually recedes, on-chain assets backed by real value and with practical use cases will become key to attracting the next wave of users into the crypto market.
Standard Chartered stated that it maintains its Bitcoin price prediction of reaching $100,000 by the end of 2026, believing that the recent market decline triggered by Strategy's (formerly MicroStrategy) related activities is not due to a deterioration in the company's balance sheet, but rather a strategic adjustment that the market has not fully understood.Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered, noted in a report that Strategy's recent behavior is disrupting short-term market expectations for Bitcoin. The market had previously accepted the company's narrative of "never selling Bitcoin," but now Strategy appears to be shifting towards a more complex capital operation model. How clearly the company can communicate this change will determine when market pressure eases.Currently, Strategy holds 843,775 Bitcoins, representing approximately over 4% of the total 21 million Bitcoin supply. From 2020 to mid-2025, Strategy's mNAV (Market Value of Enterprise / Bitcoin Asset Value) was consistently above 1, allowing the company to raise funds through stock issuances to purchase Bitcoin and achieve shareholder value growth. The commitment to "never selling Bitcoin" was central to this model gaining market acceptance. However, with the current mNAV approaching 1, the leverage effect of this financing model is weakening.Kendrick believes Strategy is transitioning from a "Bitcoin accumulation tool" to a "Bitcoin credit support tool." This involves using its Bitcoin holdings as the credit basis for its perpetual preferred stock, STRC. Currently sized at approximately $10 billion, STRC is the largest financial instrument launched by Strategy, offering an annualized dividend rate of 12%, paid semi-monthly in cash, and is designed to maintain a price near its $100 par value through interest rate adjustment mechanisms.Standard Chartered indicated that STRC is currently trading around $90, while Strategy's dollar reserve for paying dividends stands at approximately $2.55 billion, covering an estimated 17.4 months of dividend expenses.Kendrick stated that Strategy's policy adjustment allowing for Bitcoin sales does not necessarily mean the company will continuously sell. He believes that as long as the market believes the new capital structure arrangement can stabilize the STRC price, Strategy may not actually need to sell Bitcoin. He compared this mechanism to a central bank's commitment to "do whatever it takes": mere restoration of market confidence may mean actual intervention never occurs. (The Block)
crypto financial platform Exodus Movement has released its June 2026 treasury reserves and monthly operational metrics. As of June 30th, the company's crypto asset inventory stood at 600 BTC, 457 ETH, and 17,749 SOL. In terms of transactions, the total exchange volume across the platform in June reached $399 million, up from $383 million in May. Its XO Swap business contributed $93 million, accounting for 23% of the total volume. User metrics remained stable, with monthly active users (MAU) at 1.5 million in June, flat compared to the end of May. (Globenewswire)
据 Globenewswire 报道，加密金融平台 Exodus Movement 发布 6 月资金储备及业务运营数据。截至 6 月 30 日该公司数字资产储备包括：600 枚比特币、457 枚以太坊、以及 17,749 枚 SOL。
Lu Jun, former deputy president of the Shanghai branch of China Development Bank, vice president of CDB Capital, and later head of the National Integrated Circuit Industry Investment Fund, is accused of accepting bribes totaling over 700 million yuan. In a second supplementary indictment by the Baishan City People's Procuratorate, it was disclosed that Lu Jun and his long-time colleague Du Yang received "benefits" of 12.18 million yuan, including equity consideration from Zhongqing Xinxin and Bitcoin. The involved Bitcoin is said to have been obtained through Du Yang's cooperative mining activities. Lu Jun's defense lawyer stated that Lu Jun was unaware of the Bitcoin mining activities. The case was adjourned by the presiding judge on November 28, 2025. To date, more than six months have passed since the trial began, and the case has not yet been decided. (Caixin)
American Bitcoin (ABTC), a bitcoin mining company affiliated with the Trump family, announced it will officially disclose its complete second-quarter performance before the US stock market opens on August 3rd EST. At 8:30 AM on the same day, management will hold a conference call and webcast to comprehensively review core operational data, including quarterly mining output, bitcoin inventory, and operational revenue and expenditure.
QCP Capital released its latest report stating that the decline in Japanese government bond yields has eased market concerns over the unwinding of yen carry trades and capital repatriation, driving Bitcoin to rebound to around $64,000.
Metaplanet, JPYC, and Progmat have initiated a joint research study on Bitcoin-backed digital credit products that support round-the-clock trading and daily interest accrual. (Solid Intel)
10x Research released a report stating that the market generally believes Bitcoin's core value lies in hedging against currency debasement, but this is not its true investment thesis. The report argues that the core constraint facing decentralized currency is not monetary policy, but physical conditions, including energy, heat dissipation, and geographical jurisdictional limitations.The report points out that with the development of space infrastructure, the constraints of heat, electricity, and geographical limitations faced by data centers could be alleviated in orbital environments. The connection between SpaceX, Starlink, and Bitcoin may represent a long-term strategic layout centered around future infrastructure construction.10x Research believes that technologies such as satellites, encryption technology, and artificial intelligence can both promote the decentralization of power and potentially reinforce resource concentration. The world is competing around two sets of infrastructure systems.The report also compares Bitcoin with China's digital yuan, suggesting they represent different paths for digital infrastructure. It also notes that as populations gradually move away from traditional network systems, the business models of companies like Palantir may also be affected.
Odaily News: U.S. Senator Ron Wyden has sent a letter to Senate Majority Leader John Thune and Senate Minority Leader Chuck Schumer, urging that any version of the "Digital Asset Market Clarity Act" considered by the Senate retain Section 604 to protect non-custodial blockchain developers who do not control user assets. Ron Wyden stated that developers should not be considered money transmitters simply because they create or publish software that allows users to manage their own digital assets. Coin Center Executive Director Peter Van Valkenburgh, the DeFi Education Fund, and Galaxy Digital Head of Research Alex Thorn have expressed support for this stance. Alex Thorn also noted that supporting developer protections does not mean Ron Wyden will endorse the entire CLARITY Act. Ron Wyden further stated that the provision does not protect developers involved in illegal activities and can direct law enforcement resources toward criminals and unlicensed money transmission businesses, rather than neutral software developers. (Bitcoin.com News).
on June 29, Strategy raised the annualized dividend of STRC to 12% and authorized a $1 billion buyback plan covering four preferred securities: STRC, STRF, STRD, and STRK, with STRC as the initial priority repurchase target. Strategy disclosed that the buyback funds will not come from its approximately $2.55 billion cash reserve, but may instead come from the concurrently approved $1.25 billion Bitcoin monetization program. STRC traded in the mid-to-high $80 range this week, dipping below $85 on some trading days, falling short of Strategy's long-term trading target of $99 to $100. Peter Schiff stated that prices below $87 for STRC indicate Wall Street's skepticism regarding the pace of Bitcoin growth. (Bitcoin.com News).
: Eco has announced its integration with the TRON network. TRON will join the Eco unified stablecoin network, allowing users to deposit stablecoins directly into TRON applications within seconds. In Q1 2026, TRON processed over $2 trillion in transfers and supports a circulating supply of $86 billion USDT. This integration will enable businesses and developers to embed cross-chain stablecoin flows within their applications and access USDT liquidity between TRON and other supported networks via the Eco Routes CLI. Sam Elfarra, a community spokesperson for TRON DAO, stated that the Eco infrastructure will allow TRON's 391 million users and developers to access liquidity and applications across multiple chains. As of July 2026, the TRON blockchain recorded over 391 million user accounts, over 14 billion total transactions, and over $26 billion in total value locked (TVL). (Bitcoin.com News).