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Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
BYD Responds to Market Concerns: Wang Chuanfu Personally Has Not Directly Invested in CXMT
According to National Business Daily, in response to market attention, BYD disclosed that all of the company's investments are direct investments by BYD Company Limited, without managing third-party funds or funds from any executives personally. Therefore, Wang Chuanfu personally did not directly invest in Changxin Technology. BYD Company Limited indirectly participated in Changxin Technology's Series A financing in December 2020 through an investment in Guangdong Efang Changda Venture Capital Partnership (Limited Partnership).
Bitcoin Treasury Companies Shift Strategy: Selling BTC, Repaying Debt, and Betting on AI as Stock Plunges Force Strategic Pivot
Odaily News As Bitcoin prices have experienced a significant correction, publicly listed companies that had accumulated large BTC holdings are facing multiple challenges, including falling stock prices, debt pressures, and a deteriorating financing environment. Some of these companies are now starting to sell Bitcoin, repay debts, and even pivot towards artificial intelligence (AI) data center operations.Strategy pioneered the "Digital Asset Treasury (DAT)" model, continuously purchasing Bitcoin through financing and borrowing, inspiring a wave of other listed companies to follow suit. However, as the BTC price has fallen approximately 50% from its peak of around $126,000 in October 2025, the stock prices of related companies have also shrunk significantly, forcing them to reassess their BTC accumulation strategies.This week, shareholders of London-listed company Satsuma Technology approved the liquidation of all 668 BTC, returning capital to shareholders, while proceeding with delisting. Another London-listed company, The Smarter Web Company, sold 178 BTC to repay its convertible debt.Additionally, Sequans Communications has sold 1,025 BTC and further sold nearly 80% of its remaining holdings to repay convertible bonds. The company stated it will not continue purchasing Bitcoin in the future and plans to sell the remaining approximately 658 BTC.Nakamoto's stock price has fallen approximately 99% since its SPAC listing in May 2025. The company recently sold about 284 BTC, raising approximately $20 million for working capital. Of its remaining approximately 5,342 BTC, nearly 70% has been pledged as collateral for loans from Kraken, which market observers believe poses a potential risk event.Meanwhile, Bitcoin mining companies are also adjusting their strategies. Companies like Bitdeer Technologies and MARA Holdings are selling portions of their BTC to repurchase shares, repay debts, and redirect energy resources and computing infrastructure towards AI data center operations.Other companies selling BTC include Empery Digital. Data shows that Strategy has recently sold approximately 3,620 BTC and has authorized further asset sales to maintain its U.S. dollar reserves.However, Strategy remains the world's largest corporate holder of Bitcoin, with holdings exceeding 840,000 BTC. The company's CEO, Michael Saylor, stated that while it may sell some Bitcoin in the future to pay dividends, this does not mean the company is exiting its Bitcoin investment.Beyond asset adjustments, management and capital operations at some Bitcoin treasury companies are also changing. Jack Mallers has stepped down as CEO; and Bitcoin Standard Treasury Company (BSTR), affiliated with Adam Back, failed to complete a proposed merger due to the deteriorating market environment.Analysts believe that with rising financing costs and increased BTC price volatility, the "borrowing to buy Bitcoin" treasury model is undergoing a reshuffle. Some companies are shifting from simply hoard
AI security company Neo announces completion of $100 million funding round, led by Andreessen Horowitz and Bessemer Venture Partners
According to the official press release, AI security company Neo officially announced today the completion of $100 million in financing, led by Andreessen Horowitz and Bessemer Venture Partners, with participation from Craft Ventures and Merlin Ventures. Neo was co-founded by former executives from SentinelOne, Wiz, and Palo Alto Networks, positioned as an "Intelligent Software Control Company", aiming to provide enterprises with a real-time control layer, helping SecOps teams conduct comprehensive inventory, risk assessment, behavior attribution, and policy enforcement on AI agents, AI applications, browser extensions, MCP servers, and traditional software. According to Gartner's forecast, only 5% of enterprise applications will have agent capabilities in 2025, while by the end of 2026 this proportion will rise to 40%.
Musk Acquires Mobile Power Generation Company APR Energy in Deal Valued at No Less Than $1 Billion
Elon Musk has completed the acquisition of APR Energy, a mobile power generation company, with the overall transaction valued at least $1 billion. Documents show that Duos Technologies sold its 5% non-voting stake in New APR Energy, realizing a net gain of $50.4 million, which implies an enterprise value exceeding $1 billion. Headquartered in Florida, USA, APR Energy specializes in modular gas and diesel mobile generator sets, with a total installed capacity exceeding 1 GW. Individual projects can be deployed in as fast as 15 to 30 days, providing temporary and backup power for data centers.Industry analysts suggest that this acquisition aims to support the expansion of xAI's computing cluster and reduce reliance on the public grid. However, the fossil fuel-based power generation model will also bring trade-offs in terms of carbon emissions, compliance, and long-term operational costs. (Techrepublic)
ORANGE JUICE Completes $40 Million Financing, Launches Bitcoin-Backed Permanent Capital Company
According to PR Newswire, U.S. permanent capital company ORANGE JUICE (@orangejuice_btc) announced the completion of a $40 million financing round, committed to acquiring, improving, and holding U.S. small and medium-sized enterprises long-term, while using Bitcoin as a treasury reserve. The company was founded by core members of ego death capital, including Jeff Booth, Lyn Alden, Nico Lechuga, and Andi Pitt, among others. Mexican billionaire and Grupo Salinas founder Ricardo Salinas participated as an anchor investor. Unlike traditional private equity, ORANGE JUICE is not limited by fund cycles, focusing on the long-term operational health of enterprises. Initially, it will acquire stable profitable enterprises with annual cash flow between $1 million and $10 million. Business cash flow will be used for reinvestment in acquisitions or to replenish the Bitcoin treasury. The company plans to seek a public listing in the future.
Circle secures New York limited purpose trust charter, further strengthening USDC's regulatory foundation
Odaily News, July 31 — Circle announced that the New York State Department of Financial Services (NYDFS) has granted a limited purpose trust charter to its subsidiary, Circle Internet Trust Company LLC.Circle stated that this charter will further strengthen the regulatory foundation of the company and USDC, reflecting its ongoing commitment to security, transparency, and compliance standards.Circle previously became the first company to receive a BitLicense from the New York State Department of Financial Services in 2015, establishing a long-term regulatory relationship with the agency.Jeremy Allaire, co-founder, chairman, and CEO of Circle, stated that obtaining the New York trust charter has been a long-term goal for the company. The regulatory clarity brought by this charter will position USDC within a more recognized regulatory framework as the digital dollar gradually becomes an important component of the global financial system.
Circle 获纽约州金融服务部信托牌照，进一步强化 USDC 监管基础
Circle 宣布，纽约州金融服务部已向其旗下 Circle Internet Trust Company 授予有限目的信托牌照。该牌照进一步加强了 Circle 的合规与监管框架，也为 USDC 纳入更明确、受认可的监管体系提供支持。Circle 表示，此举体现了其长期以来在安全、透明和合规方面的投入。
Victory Securities has been reprimanded by the Hong Kong Securities and Futures Commission for regulatory violations, fined 1.7 million yuan, and had its license suspended.
According to the Hong Kong Securities and Futures Commission (SFC), Victory Securities Company Limited has been reprimanded and fined HK$1.7 million for regulatory violations, and its responsible officer's license has been temporarily suspended.Previously, Hong Kong's Victory Securities officially closed the virtual currency trading function for all users with mainland China identity in February this year, only retaining the withdrawal function, and no longer supporting deposits or new transactions. This is a continuation of the platform's measures to gradually tighten services for mainland users, including previous bans on buying, suspension of new address verification, etc., aiming to comply with the regulatory requirements of the Hong Kong SFC and relevant mainland policies.
Kraken's Parent Company Payward Expands xStocks to Hong Kong, UK, and Korean Stocks
According to CoinDesk, Kraken's parent company Payward announced it will expand its tokenized stock platform xStocks to markets outside the United States, planning to partner with investment infrastructure provider GTN to bring listed stocks from Hong Kong, the UK, Europe, and South Korea on-chain, with further expansion to other asset classes subject to regulatory approval. Currently, xStocks supports over 500 tokenized securities, with cumulative trading volume exceeding $35 billion and nearly 200,000 holders, but the product is not currently open to US investors.
Bitget CEO: Company Will Enter the US Market Regardless of Whether the Clarity Act Passes
Bitget CEO Gracy Chen stated that regardless of whether the US Clarity Act is passed, Bitget has decided to enter the US market. She mentioned that Bitget is reassessing and restarting its US expansion plans, and will obtain the necessary money transmission licenses, derivatives, and broker-dealer permits in the US before launching services, as well as establish an independent US entity.Additionally, she revealed that Bitget has engaged in discussions with the New York Stock Exchange (NYSE) and Nasdaq to explore cooperation in promoting the distribution of tokenized traditional assets (RWA), viewing both exchanges as potential partners. (The Block)
Musk Acquires Mobile Power Generation Company APR Energy in Deal Valued at No Less Than $1 Billion
Elon Musk has completed the acquisition of APR Energy, a mobile power generation company, with the overall transaction valued at least $1 billion. Documents show that Duos Technologies sold its 5% non-voting stake in New APR Energy, realizing a net gain of $50.4 million, which implies an enterprise value exceeding $1 billion. Headquartered in Florida, USA, APR Energy specializes in modular gas and diesel mobile generator sets, with a total installed capacity exceeding 1 GW. Individual projects can be deployed in as fast as 15 to 30 days, providing temporary and backup power for data centers.Industry analysts suggest that this acquisition aims to support the expansion of xAI's computing cluster and reduce reliance on the public grid. However, the fossil fuel-based power generation model will also bring trade-offs in terms of carbon emissions, compliance, and long-term operational costs. (Techrepublic)
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Bitcoin Treasury Companies Shift Strategy: Selling BTC, Repaying Debt, and Betting on AI as Stock Plunges Force Strategic Pivot
Odaily News As Bitcoin prices have experienced a significant correction, publicly listed companies that had accumulated large BTC holdings are facing multiple challenges, including falling stock prices, debt pressures, and a deteriorating financing environment. Some of these companies are now starting to sell Bitcoin, repay debts, and even pivot towards artificial intelligence (AI) data center operations.Strategy pioneered the "Digital Asset Treasury (DAT)" model, continuously purchasing Bitcoin through financing and borrowing, inspiring a wave of other listed companies to follow suit. However, as the BTC price has fallen approximately 50% from its peak of around $126,000 in October 2025, the stock prices of related companies have also shrunk significantly, forcing them to reassess their BTC accumulation strategies.This week, shareholders of London-listed company Satsuma Technology approved the liquidation of all 668 BTC, returning capital to shareholders, while proceeding with delisting. Another London-listed company, The Smarter Web Company, sold 178 BTC to repay its convertible debt.Additionally, Sequans Communications has sold 1,025 BTC and further sold nearly 80% of its remaining holdings to repay convertible bonds. The company stated it will not continue purchasing Bitcoin in the future and plans to sell the remaining approximately 658 BTC.Nakamoto's stock price has fallen approximately 99% since its SPAC listing in May 2025. The company recently sold about 284 BTC, raising approximately $20 million for working capital. Of its remaining approximately 5,342 BTC, nearly 70% has been pledged as collateral for loans from Kraken, which market observers believe poses a potential risk event.Meanwhile, Bitcoin mining companies are also adjusting their strategies. Companies like Bitdeer Technologies and MARA Holdings are selling portions of their BTC to repurchase shares, repay debts, and redirect energy resources and computing infrastructure towards AI data center operations.Other companies selling BTC include Empery Digital. Data shows that Strategy has recently sold approximately 3,620 BTC and has authorized further asset sales to maintain its U.S. dollar reserves.However, Strategy remains the world's largest corporate holder of Bitcoin, with holdings exceeding 840,000 BTC. The company's CEO, Michael Saylor, stated that while it may sell some Bitcoin in the future to pay dividends, this does not mean the company is exiting its Bitcoin investment.Beyond asset adjustments, management and capital operations at some Bitcoin treasury companies are also changing. Jack Mallers has stepped down as CEO; and Bitcoin Standard Treasury Company (BSTR), affiliated with Adam Back, failed to complete a proposed merger due to the deteriorating market environment.Analysts believe that with rising financing costs and increased BTC price volatility, the "borrowing to buy Bitcoin" treasury model is undergoing a reshuffle. Some companies are shifting from simply hoard
Multiple listed companies are abandoning their bitcoin reserve strategies, with Bitdeer, Prenetics, and others having fully liquidated their BTC holdings
Odaily Odaily报道，VanEck数字资产研究主管Matthew Sigel在X平台发文表示，自2026年以来，多家采用数字资产财库（DAT）策略的上市公司已放弃或调整比特币储备策略。其中，Satsuma Technology、Bitdeer、Prenetics、Genius Group、Vaultz Capital、MAIA Biotechnology等公司已出售全部比特币或数字资产持仓；MARA Holdings、Strategy、Nakamoto、Smarter Web Company、Cango等则通过出售部分比特币用于偿债、回购股份或补充营运资金。此外，Exodus、DigitalX等企业也由单纯囤币转向主动管理数字资产持仓。
Kazakhstan Bolsters National Cryptocurrency Reserves Through Strategic Digital Mining
According to Report.az, the Kazakhstan government has approved the "Strategic Digital Mining Implementation Rules," allowing enterprises to obtain electricity quotas from power generation institutions at capped electricity prices for the next 10 years. In exchange, relevant enterprises must transfer a portion of the mined cryptocurrency to the Astana Hub Autonomous Cluster Fund, which will subsequently be managed in trust by the National Investment Company under the National Bank of Kazakhstan to supplement the national strategic cryptocurrency reserve.
TD Cowen Lowers The Smarter Web Company Price Target, Maintains Buy Rating
According to The Block, TD Cowen lowered The Smarter Web Company's target price from £1 to £0.64, maintaining a buy rating. The analyst cited factors such as revised Bitcoin price forecasts, recent treasury activities, and updated dilution assumptions, while noting that the company's Q2 Bitcoin holdings increased from 2,699 BTC to 2,878 BTC. The stock closed up 2% last Friday at £0.29.
ARK Invest: BTC Price Decline Diverges from Whale Accumulation, Market Cycle Bottom Signals Emerge
ARK Invest's "The Bitcoin Quarterly" report for Q2 2026 indicates Bitcoin fell approximately 14% in the second quarter, closing around $58,544, and broke below three major technical moving averages. Historically, this technical pattern is often associated with bearish market conditions. The report shows that despite price pressure, Bitcoin Long-term Holders continued to accumulate, pushing their holdings to a new all-time high of approximately 14.85 million BTC, absorbing coins released during the market correction.ARK Invest stated that on-chain data is signaling signs of seller exhaustion: the supply of BTC in loss exceeds the supply in profit, and the rate of realized losses once surpassed the rate of realized profits. Historically, similar phenomena have often clustered near the bottom of market cycles.The report also pointed out that institutional demand in the Bitcoin market is facing pressure. Both corporate Bitcoin reserves (Treasury Companies) and the ETF ecosystem have shown signs of weakness:The STRC preferred stock price once fell to approximately $74.57, below its $100 par value;U.S. spot Bitcoin ETFs experienced net outflows for 7 consecutive weeks, with cumulative outflows totaling approximately 70,000 BTC.ARK Invest believes that ETF outflows indicate a weakening of important marginal buying pressure for Bitcoin, but continued accumulation by long-term holders suggests a redistribution of coins is occurring within the market.The firm stated that a clear divergence is currently forming between BTC's price performance and the behavior of long-term holders. Historical data shows that such divergences can often serve as important observation signals for market cycle turning points.
Gate: Users whose assets were stolen experienced serious information leaks or device compromise; will actively cooperate with fund recovery and subsequent handling.
Gate issued an announcement regarding the recent "user asset theft incident," sharing internal comprehensive verification results, analysis of the incident's cause, and progress on subsequent handling. Regarding the verification process and key facts, the announcement stated that after comprehensive verification, materials submitted by the applicant at the time, including account information, real-name information, transaction records, Alipay screen recordings, etc., matched the account completely. According to analysis by the technical team, Alipay screen recordings can only be made by the customer themselves or someone with access to the customer's Alipay account. Alipay possesses an extremely strict real-time risk control system; logging into Alipay on a different device will mandate multi-factor authentication. This indicates a situation involving serious leakage of customer information or device compromise. Regarding the Gate platform audit mechanism, the announcement stated that the Company's security unbinding audit mechanism strictly executes the four-fold verification process of "Multi-channel advance notification + System risk control preliminary screening + Manual multi-layer review + Time protection," and never has nor will it approve any security item change application based on a single material alone. Gate always takes information security and customer data protection as the Company's core management requirements. The issue of internal information leakage mentioned by some parties does not exist. Regarding fund recovery and subsequent handling, the announcement stated that Gate processed the matter with the highest priority immediately after the incident occurred, coordinating security, compliance, legal, business, and other teams to carry out on-chain analysis and asset tracking and freezing. It continues to coordinate with third-party institutions such as Tether to advance fund freezing. Subsequently, it will also actively cooperate with judicial authorities in investigations and data collection. Any substantive progress will be communicated immediately.
OKX Star: Will Donate No Less Than 1 BTC to the First "One-Person Company" Achieving an Annual Income of $1 Million on OKX.AI
: OKX founder and CEO Star stated in a post on X that the first "one-person company" (OPC) to achieve an annual revenue of $1 million on OKX.AI will receive a personal donation of no less than 1 BTC. Star noted that every major technological revolution gives rise to a new generation of entrepreneurs and believes that the AI era will create millions of "one-person companies."It is reported that the OKX.AI Genesis Hackathon has been launched, allowing developers to build Agent Service Providers (ASP) on the OKX.AI platform. The event features a total prize pool of $100,000, aimed at encouraging AI Agent projects with real demand scenarios and practical use value, driving the implementation of the Agent economy.
Anthropic's Restricted Spillover Effect Emerges: Asian AI Companies Simultaneously Launch Rival Frontier Models
as Anthropic faces export restrictions limiting the global availability of its advanced models, multiple Asian AI companies are accelerating efforts to fill the market gap. Chinese cybersecurity firm 360 Security Technology has reportedly launched an AI tool called "Tulongfeng," claiming it can directly compete with Anthropic's high-end model "Mythos." Meanwhile, its more restricted version, "Fable 5," also falls within the scope of relevant export controls.In the same week, Japanese AI startup Sakana AI released a new model named "Fugu," taken from the Japanese word for pufferfish. It is positioned as a frontier model designed for agents. The company stated that the model's capabilities are comparable to Fable 5 and Mythos Preview, and it supports coordinating multi-model calls via API to enable agent orchestration.Sakana AI emphasized that the timing of this release and the U.S. export restrictions are "purely coincidental," but the product's official website still clearly promotes "providing frontier capabilities without the risk of export controls." Company co-founder David Ha stated that future AI development will shift from competition among single large models to "model orchestration systems," adding that "access can disappear at any time, and distributed intelligence is a realistic hedge against the risks of centralization."On the other hand, Chinese 360 founder Zhou Hongyi views AI vulnerability detection capabilities as a "national strategic asset" and warns of the so-called "one-way transparency" risk, where certain entities may monopolize advanced security capabilities.According to reports, the U.S. export restrictions on Anthropic's advanced models have been in place for about two weeks. Against this backdrop, Asian manufacturers are accelerating the launch of local alternatives. Although some companies still emphasize the importance of American models in the Asian market, the trend of differentiation within the regional AI ecosystem has begun to emerge. (TechCrunch)
ZEC Treasury Company Cypherpunk Responds to Price Volatility: All Software Has Vulnerabilities, Zcash Will Demonstrate Security Capabilities
Odaily, Cypherpunk, the company managing the ZEC treasury, stated that all software has vulnerabilities. Historically, Bitcoin once "over-minted" 184 billion BTC due to a bug. However, this does not mean abandoning blockchain technology; rather, security should be enhanced through formal verification and provable correctness.Cypherpunk emphasized that with the development of AI technology, vulnerability detection will become faster and broader, but the key lies in who can discover issues before malicious actors. Zcash will demonstrate this capability through an upcoming update.
ZEC Treasury Company Cypherpunk Responds to Market Volatility: All Software Contains Vulnerabilities; Formal Verification Will Enhance Security
Cypherpunk, the ZEC treasury company, responded on X to the market volatility of the ZEC token, stating that all software contains vulnerabilities and citing the historical Bitcoin incident in which a bug led to the accidental minting of 184 billion BTC. However, this does not mean blockchain technology should be abandoned; instead, security should be enhanced through formal verification and provable correctness.
Syndicate Development Company to Gradually Cease Operations, SYND Governance Unaffected in Short Term
Syndicate, a DAO infrastructure service provider, has announced it will gradually cease operations. It stated that after five years of continuously building on-chain developer infrastructure, the Rollup market has undergone fundamental changes. Currently, the Rollup market has significantly shrunk, some Rollup projects are gradually shutting down, and the market has shifted from EVM Rollups to custom chains built from scratch by consulting teams, leading to a notable decline in reusable technology and network value.Syndicate stated that its system consists of two parts: Syndicate Labs, responsible for development, will be closed, while the independent entity Syndicate Network Collective (Wyoming DUNA), which holds SYND tokens and has governance rights, will continue to exist. SYND governance will not be affected in the short term.Furthermore, Syndicate emphasized that this decision to cease operations is unrelated to recent cross-chain security incidents. Affected users and SYND holders have been fully compensated through the treasury reserves, and team and investor tokens are currently still in a lock-up period.
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Circle 获纽约州金融服务部信托牌照，进一步强化 USDC 监管基础
Circle 宣布，纽约州金融服务部已向其旗下 Circle Internet Trust Company 授予有限目的信托牌照。该牌照进一步加强了 Circle 的合规与监管框架，也为 USDC 纳入更明确、受认可的监管体系提供支持。Circle 表示，此举体现了其长期以来在安全、透明和合规方面的投入。
美国制裁伊朗海运公司，指控其接受 BTC 规避制裁并为伊斯兰革命卫队敛财
据 Cointelegraph 报道，美国财政部外国资产控制办公室（OFAC）宣布制裁两家伊朗海运公司——波斯湾海洋保险公司（Persian Gulf Marine Insurance Company）及霍尔木兹安全海事服务局（HormuzSafe），指控两者系伊朗伊斯兰革命卫队（IRGC）支持的海运保险网络核心成员，强制要求过境霍尔木兹海峡的商业船只购买其认可的保险。 OFAC 指控 HormuzSafe 接受 BTC 及其他加密资产以规避西方制裁，并代表 IRGC 获取收入。此前 5 月，HormuzSafe 网站曾公开提供可用比特币支付的"数字保险"服务，伊朗官方媒体法尔斯通讯社称该平台潜在收入规模逾 100 亿美元。此次制裁还涉及与伊朗"影子船队"相关的 8 家公司及 8 艘船只。
Robinhood CEO: No Financial Company Has Ever Reached a Trillion-Dollar Market Cap, But I Believe It's Possible
Odaily News This morning, U.S. internet brokerage Robinhood (HOOD) officially released its Q2 2026 earnings report.Following the earnings release, Robinhood CEO stated: "No financial company has ever reached a $1 trillion market cap before, but I believe it's achievable... The key lies in Agentic Finance and building excellent tools for these AI agents. We are preparing for that world. We will also leverage the early success of Robinhood Chain to enable people around the globe to trade all assets available on the U.S. markets. I am also incredibly excited about private markets... Combining all these factors, I see multiple paths for the company to achieve 10x growth. And we will go all out to explore every single one of them."Robinhood CFO Shiv Verma also stated: "We believe we can achieve 10x growth in our business over the next 10 years. Our competitors have tens of trillions of dollars in assets under management. There is no reason we can't do this. In fact, our newly expanded businesses have larger addressable markets than our core business."
Victory Securities has been reprimanded by the Hong Kong Securities and Futures Commission for regulatory violations, fined 1.7 million yuan, and had its license suspended.
According to the Hong Kong Securities and Futures Commission (SFC), Victory Securities Company Limited has been reprimanded and fined HK$1.7 million for regulatory violations, and its responsible officer's license has been temporarily suspended.Previously, Hong Kong's Victory Securities officially closed the virtual currency trading function for all users with mainland China identity in February this year, only retaining the withdrawal function, and no longer supporting deposits or new transactions. This is a continuation of the platform's measures to gradually tighten services for mainland users, including previous bans on buying, suspension of new address verification, etc., aiming to comply with the regulatory requirements of the Hong Kong SFC and relevant mainland policies.
Kraken's Parent Company Payward Expands xStocks to Hong Kong, UK, and Korean Stocks
According to CoinDesk, Kraken's parent company Payward announced it will expand its tokenized stock platform xStocks to markets outside the United States, planning to partner with investment infrastructure provider GTN to bring listed stocks from Hong Kong, the UK, Europe, and South Korea on-chain, with further expansion to other asset classes subject to regulatory approval. Currently, xStocks supports over 500 tokenized securities, with cumulative trading volume exceeding $35 billion and nearly 200,000 holders, but the product is not currently open to US investors.
Related news
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Circle secures New York limited purpose trust charter, further strengthening USDC's regulatory foundation
Odaily News, July 31 — Circle announced that the New York State Department of Financial Services (NYDFS) has granted a limited purpose trust charter to its subsidiary, Circle Internet Trust Company LLC.Circle stated that this charter will further strengthen the regulatory foundation of the company and USDC, reflecting its ongoing commitment to security, transparency, and compliance standards.Circle previously became the first company to receive a BitLicense from the New York State Department of Financial Services in 2015, establishing a long-term regulatory relationship with the agency.Jeremy Allaire, co-founder, chairman, and CEO of Circle, stated that obtaining the New York trust charter has been a long-term goal for the company. The regulatory clarity brought by this charter will position USDC within a more recognized regulatory framework as the digital dollar gradually becomes an important component of the global financial system.
Circle 获纽约州金融服务部信托牌照，进一步强化 USDC 监管基础
Circle 宣布，纽约州金融服务部已向其旗下 Circle Internet Trust Company 授予有限目的信托牌照。该牌照进一步加强了 Circle 的合规与监管框架，也为 USDC 纳入更明确、受认可的监管体系提供支持。Circle 表示，此举体现了其长期以来在安全、透明和合规方面的投入。
Polymarket odds of Apple being the world's most valuable company by end of August drop to 22%
According to monitoring by the PPP Prediction Market Tool, in Polymarket's "World's Most Valuable Company by End of August" prediction market, Apple's probability of being the most valuable company currently stands at 22%, down 73% from today's high. Nvidia's probability of being the most valuable company currently stands at 79%, up 75% from today's low.According to the settlement rules, this market will be settled based on the global market capitalization rankings of companies at the close of U.S. stock markets on August 31, 2026, with the highest-valued company being declared the final winner. As of now, Apple's market capitalization is approximately $4.97 trillion, ranking first globally; Nvidia's market capitalization is approximately $4.60 trillion, ranking second globally.Join the PPP Signal Push Community to stay ahead and seize the opportunity.
Polymarket shows odds of Apple being the world's most valuable company by end of August rise to 62%
PPP Prediction Market Tool monitoring shows that in Polymarket's "World's Most Valuable Company by End of August" prediction market, the probability of Apple being the most valuable company is currently at 62%, with the probability rising 44% over the week. The probability of Nvidia being the most valuable company is currently at 37%, down 39% over the week.According to the settlement rules, this market will be settled based on the global market capitalization rankings of companies at the close of US stock markets on August 31, 2026. The company with the highest market capitalization will be determined as the final outcome. As of now, Apple has a market capitalization of approximately $4.97 trillion, ranking first globally; Nvidia has a market capitalization of approximately $4.60 trillion, ranking second globally.Join the PPP Signal Push Community to stay ahead and seize the opportunity.
美国制裁伊朗海运公司，指控其接受 BTC 规避制裁并为伊斯兰革命卫队敛财
据 Cointelegraph 报道，美国财政部外国资产控制办公室（OFAC）宣布制裁两家伊朗海运公司——波斯湾海洋保险公司（Persian Gulf Marine Insurance Company）及霍尔木兹安全海事服务局（HormuzSafe），指控两者系伊朗伊斯兰革命卫队（IRGC）支持的海运保险网络核心成员，强制要求过境霍尔木兹海峡的商业船只购买其认可的保险。 OFAC 指控 HormuzSafe 接受 BTC 及其他加密资产以规避西方制裁，并代表 IRGC 获取收入。此前 5 月，HormuzSafe 网站曾公开提供可用比特币支付的"数字保险"服务，伊朗官方媒体法尔斯通讯社称该平台潜在收入规模逾 100 亿美元。此次制裁还涉及与伊朗"影子船队"相关的 8 家公司及 8 艘船只。