News linked to both this project and an event.
According to on-chain investigator Specter, the wallet (2yu...BMC) publicly shared by Kimchi in an X reply in April 2024 is linked to trading activity following the listing of several tokens. On May 30, 2024, at 13:41 UTC, within the same minute as the STAR deployment, the Kimchi-associated wallet purchased tokens for 2.96 SOL (valued at $407) and later sold them for $45,600. On June 11, 2024, at 23:38 UTC, two minutes after the deployment of DADDY ANSEM, the Kimchi-associated wallet bought tokens for 4.94 SOL ($730) and later sold them for $14,600. On June 26, 2024, at 22:45 UTC, one minute after the deployment of MUVA, the Kimchi-associated wallet bought tokens for 2.9 SOL ($407) and later sold them for $53,000. Specter also stated that a cluster of exchange deposit addresses revealed 5 additional wallets involved in the same MUVA launch bundle trade; currently, there is no verifiable evidence to prove that Kimchi obtained eight-figure dollar profits from the TRUMP token.
According to charts released by independent analyst Markus Thielen on July 27, 2026, the Bitcoin price and Relative Strength Index (RSI) trends show a clear divergence signal. The RSI recently fell to the 30% oversold zone, then rebounded to around the 50% level, while the BTC price also recovered from near the lows to approximately $64,645. Notably, the purple downward trend line in the chart shows that since the June 2025 high (approximately $125,000), BTC has been overall in a downward channel; the current price is still suppressed by this resistance line, and whether it can effectively break through will be key to judging subsequent trends.
according to sources familiar with the matter, AI robotics startup Genesis AI is in talks with investors for a new funding round, planning to raise approximately $500 million, corresponding to a pre-money valuation of around $3 billion. Existing investor Premji Invest is in discussions to lead the round, while HSG (formerly Sequoia China) and Northzone Ventures are also discussing additional investments.In June this year, Genesis AI launched an AI industrial robot named Eno. The company stated that Eno is capable of reasoning "beyond predefined tasks" and adapting based on different outcomes. (Bloomberg)
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.
Odaily News: Ethereum Layer 2 network Taiko released a post-mortem of the June 21 security incident, stating that the attack resulted from an off-chain signature key leak and a verification process gap. The attacker exploited these to forge proofs and bypass the Prover whitelist, rather than breaking ZK cryptography or smart contracts. The attacker stole approximately $1.75 million from cross-chain bridges and Vaults, but over $11 million in assets were protected, and no user funds were lost. Taiko has fixed the vulnerability, restored the pre-attack state, and resumed operation on July 2; an OpenZeppelin audit confirmed the fixes with no high, medium, or low-risk vulnerabilities identified. The official statement also indicated that the Unzen upgrade, scheduled for August 6, will require ZK proofs for every block to further enhance network security.
: Bitcoin mining company Bitdeer Technologies Group mined 990 BTC in June, representing a 7.5% increase from 921 BTC in May and a 388% surge compared to 203 BTC in the same period last year. As of the end of June, its proprietary mining hashrate reached 73 EH/s, up from 70.2 EH/s in May and 16.5 EH/s in the same period last year. Bitdeer's proprietary mining machine count increased by 12,000 units to 243,000 units in June, while operating 56,000 self-owned mining machines under joint mining arrangements at third-party data centers. The related hashrate increased by 59% month-over-month to 15.9 EH/s. The company held 150 BTC at the end of June, down from 171 BTC at the end of May. Bitdeer stated that its AI Cloud annualized revenue run rate increased from $69 million in May to approximately $76 million, with GPU utilization rising from 90% to 95% and externally subscribed GPUs increasing from 3,305 units to 3,517 units. This run rate is calculated by annualizing the daily revenue from contractual GPU orders still active at the end of the month and does not represent recognized annual revenue or revenue projections. Bitdeer has completed customer delivery for a five-year GPU cloud contract, with the deployment including two NVIDIA GB300 NVL72 clusters. The company has also signed a 10-year lease for a data center in Johor Bahru, Malaysia, providing 21.7 megawatts of information technology capacity. Scheduled for delivery in the first quarter of 2027, the facility will support 128 NVIDIA GB300 NVL72 systems.
According to a post by a16z crypto researcher Robert Hackett and data advisor Ryan Holloway, the tokenized stock market is experiencing explosive growth. As of June 2026, the total market capitalization of tokenized stocks reached approximately $1.7 billion, representing a more than fivefold increase from $329 million a year earlier, making it one of the fastest-growing categories among tokenized assets. On-chain data shows that monthly transfer volume surged from $53 million last June to $9.22 billion this June, a year-over-year increase of more than 170 times. The market structure has also changed significantly: the proportion of crypto-related products dropped from 79% to 21%; the AI and chip category jumped from nearly zero to a market share of 15.5%; tech giants rose from 0.6% to 10.6%; and ETFs and indices increased from 4.5% to 17.3%. At the institutional level, DTCC has completed the first live trades of tokenized Treasury bonds and stocks on Digital Asset's Canton network, with full services planned to launch in October, which will open access for Wall Street to approximately $114 trillion in DTC custodied assets. Meanwhile, Robinhood has launched its own chain, NYSE's parent company announced a joint venture with OKX (pending regulatory approval), and Coinbase and Binance have also sequentially launched offerings for non-U.S. users.
According to Reuters, prediction market platform Polymarket announced it will launch a legal challenge against the decision by the French National Gambling Authority (ANJ) to block its website. ANJ unilaterally blocked access to Polymarket in France last week, citing "potential for significant gambling losses for users" and "risk of manipulation of platform bets." Polymarket expressed disappointment over this and stated it would seek relief through French legal procedures. Previously, the Spanish government temporarily banned Polymarket and its competitor Kalshi in May this year, and US derivatives regulators also released a new regulatory draft targeting the prediction market industry in June, indicating a clear trend of tightening global regulation.
According to Wintermute OTC trader @Jjay_dm, June CPI fell 0.4% month-over-month, the largest single-month drop since April 2020, overall inflation decreased from 4.2% to 3.5%, the market immediately priced in a hold for the July FOMC, and the probability of a rate hike in September also dropped from over 75% to 63%. However, the US restarted a naval blockade on Iranian ports and conducted air strikes for the fourth consecutive night, Brent crude surged 15.54% in a single week, reaching a high of $87 per barrel, pressure for energy inflation to rebound is accumulating, casting doubt on the sustainability of this CPI decline. Meanwhile, China's Moonshot released the open-source model Kimi K3, claiming performance comparable to frontier models from OpenAI and Anthropic, directly impacting the AI compute narrative, TSMC fell 7% in a single day, the Philadelphia Semiconductor Index recorded its worst weekly performance in 15 months, the Nasdaq dropped 4.16%, and Nvidia temporarily ceded the top spot in global market cap to Apple. The crypto market, however, strengthened against the trend, becoming the best-performing risk asset of the week. Within minutes of the CPI data release, BTC surged from around $62,000 to $64,900, ETH jumped 7% in a single day to $1,884, CoinGlass data showed approximately $134 million in short positions were liquidated within the first hour. BTC ETF
Institutional crypto trading platform Talos has integrated prediction market operator Kalshi, allowing some clients to trade Kalshi's event contracts and crypto perpetual contracts through existing digital asset trading infrastructure without needing a separate connection. Talos will provide algorithmic order types such as Iceberg, TWAP, and POV, as well as multi-leg execution for perpetual-to-perpetual and perpetual-to-spot spread trades. Institutional clients can also execute block trades of Kalshi contracts through its RFQ platform using participating OTC liquidity providers. Talos plans to expand its trading software to brokers and trading platforms later this year, enabling them to offer Kalshi event contracts directly to their clients upon authorization, and to launch a unified prediction market data feed that standardizes events, trades, order books, open interest, and implied probabilities across multiple platforms. A CoinGecko report shows that the prediction market recorded a notional trading volume of $113.8 billion in Q2, a 48.7% quarter-over-quarter increase; notional trading volume in June reached $52.8 billion, setting a new monthly record. Kalshi's market share rose from 42.4% in Q1 to 58.9%, while Polymarket's fell from 35.8% to 30.2%.
According to CryptoSlate, U.S. Federal Election Commission documents show that Cameron Winklevoss and Tyler Winklevoss donated a total of Bitcoin worth $10.018 million to the pro-Trump super political action committee MAGA Inc. on June 19, 2026. Relevant records also show that this batch of Bitcoin was subsequently sold through Gemini; the appearance of the Gemini name in the documents does not mean Gemini made a separate donation.
Paradis Labs stated on platform X that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose on the day, with SIVE, AEHR, and IQE gaining over 20%, and SNDK, MU, and AAOI rising over 10%.Paradis Labs noted that regardless of today's returns, gaining more clarity over the coming weeks will be more important: On July 22, GOOGL will release its Q2 earnings, which will serve as the first formal indicator of annual capital expenditure for approximately $750 billion in hyperscale cloud providers; On July 22-23, AMD will hold the Advancing AI event, where wafer foundry loading, advanced packaging, and laser-type demand roadmaps through 2027 can be observed; On July 23, INTC will report Q2 earnings, with 18A yield and foundry commitments potentially being major variables, while also providing insights into U.S. domestic manufacturing and packaging momentum; On July 23, IBM will report Q2 earnings, and with its market cap already down ~25%, the market's reaction to any guidance shortfall is worth watching; On July 24, 10% global tariffs expire, and new tariffs are expected to be imposed on dozens of countries, which could act as a stagflationary factor and influence the Fed's rate hike narrative; On July 27, Kimi K3's complete weights will be released; On July 28-29, the FOMC meeting will convene, with experts and Polymarket expecting rates to remain unchanged. It is noteworthy that a rate hike or a signal of a rate hike would represent the first true institutional shift for the AI trade; On July 29-30, META, MSFT, and AMZN will report earnings, providing more capital expenditure data; On July 30, the U.S. will release June core PCE.Paradis Labs also indicated that a ceasefire between the U.S. and Iran could be reached at any time. A 10-day proposal is currently on the table, while attacks continue. A formally confirmed ceasefire would be beneficial for oil prices and bullish for semiconductor stocks. The above is a high-level timeline of the key upcoming events, all of which will impact semiconductor stocks to varying degrees. When hyperscale cloud providers report earnings, AI capital expenditure will be the most important factor.
Nasdaq-listed Bitcoin mining company Bitdeer released its unaudited production and operations update for June 2026. The company mined 990 Bitcoins in June, a 388% increase year-over-year; self-mining hash rate reached 73 EH/s, with total managed hash rate at 86.1 EH/s and 243,000 self-owned mining machines. Its Sealminer manufacturing facility in Nevada has broken ground, with completion expected by the end of 2026.On the AI cloud business front, monthly ARR rose to $76 million, with GPU utilization at 95%, and delivery of the NVIDIA GB300 NVL72 cluster has been completed. Bitdeer's total global controllable power capacity has reached 3.02 GW, with multiple crypto data centers simultaneously advancing plans to transition into AI computing centers. (Globenewswire)
Bitget announces the listing of the MINIMAX Quanto Perpetual Contract MINIMAXHKDUSDT, supporting up to 20x leverage and 7×24-hour trading. As the industry's first TradFi Quanto Perpetual Contract, this product allows users to directly trade non-USD denominated overseas stocks such as HK stocks using USDT, without the need for foreign currency exchange throughout the process. The contract itself is quoted in HKD, while margin deposits and profit and loss settlements are both completed in USDT, simplifying the trading process while effectively avoiding additional risks caused by exchange rate fluctuations. According to the TokenInsight Q2 2026 Report, TradFi Perpetual Contracts have become the fastest-growing sector, with monthly trading volume surging from approximately $52 billion in January to $268 billion in June, a 5-fold increase. Against this backdrop, Bitget's TradFi contract trading volume in Q2 was approximately $69 billion, ranking second in the industry with a market share of 11.01%.
Odaily News: Nigerian President Bola Ahmed Tinubu has signed an executive order to coordinate virtual asset regulation, enhance cooperation between the country's financial, tax, and capital market institutions, and address the fragmentation of digital asset regulation. The executive order establishes a Virtual Assets Committee composed of heads from Nigeria's major financial regulatory agencies to guide relevant policies. Nigeria's tax authority will update digital asset policies and provide more details on the impact on taxpayers. Bayo Onanuga, Special Adviser to the President, stated that the executive order does not create new regulatory agencies nor transfer powers between agencies; each institution retains its statutory duties and independence, and registration requirements will be determined based on the nature of the activity and the assets involved. A June report from the International Monetary Fund (IMF) shows that since 2019, Nigeria has accounted for approximately 60% of stablecoin inflows in Sub-Saharan Africa; between July 2023 and June 2024, the country's cryptocurrency inflows reached approximately $59 billion.
Odaily Strategy Inc. Executive Chairman Michael Saylor posted a chart of the company's Bitcoin purchase history and current holdings on X on July 19, with the caption "What’s next?", but did not disclose any new transactions, funding sources, or plans to increase holdings. The chart shows that the company holds 843,775 BTC, accounting for approximately 4.02% of Bitcoin's fixed supply. Based on a market price of $64,312, the holdings are worth approximately $54.28 billion. The total cumulative purchase cost is about $63.83 billion, with an average purchase price of $75,653. Strategy has not purchased any Bitcoin since June 22, and its holdings remained unchanged during the week of July 6 to July 12. During the week ending July 12, Strategy sold 4,818,781 shares of MSTR common stock, generating net proceeds of $467 million. Of this, $450 million was used to increase its U.S. dollar reserves, bringing cash reserves to $3 billion. Company data shows that these reserves can cover 20.4 months of annual preferred stock dividend obligations, totaling $1.763 billion, and support interest payments on outstanding debt. Strategy previously sold 32 BTC between May 26 and May 31, generating approximately $2.5 million. On July 5, it sold another 3,588 BTC, generating approximately $216 million. Michael Saylor stated that the related funds were used to pay quarterly and monthly dividends.
According to Bloomberg, AI company Moonshot AI has reportedly informed investors that the company plans to go public within six months at the earliest. Sources revealed that Moonshot AI has officially distributed shareholder resolution documents to investors, seeking shareholder support for its listing in Hong Kong. Initiating this notification process means that the company could complete the IPO within the next six months at the earliest. Moonshot AI is currently completing a round of financing, and the company's valuation could exceed $30 billion post-financing. They stated that the company believes now is the right time to go public because its Annual Recurring Revenue (ARR, a key metric measuring future sales capability) reached $300 million in June.
According to Odaily, as of June 23, 2026, Foundry Digital, AntPool, ViaBTC, and F2Pool collectively control over 70% of the Bitcoin network's hashrate, with shares of approximately 31%, 18%, 13%, and 10% respectively. Foundry Digital is a US-based mining pool backed by Digital Currency Group, primarily serving large institutions and publicly listed mining companies. In the first half of 2026, D-Central reported a Nakamoto coefficient of 3, meaning that just three mining pools would be enough to produce more than half of the blocks. ViaBTC faced stricter regulatory scrutiny in 2026, prompting some miners to shift to alternative pools like EMCD.
U.S. Senator Elizabeth Warren on July 16, 2026, asked President Donald Trump to release a full financial disclosure through July 15, covering his cryptocurrency income. The Senate is currently reviewing the CLARITY Act, a crypto market structure bill. The U.S. Office of Government Ethics released Trump's 2025 annual public financial disclosure on June 30, 2026. Warren stated the report shows Trump's crypto-related revenue at approximately $1.4 billion, more than double his total income in 2024, with crypto businesses accounting for the vast majority of his disclosed income. The disclosure documents show that Trump family members hold a 30% ownership stake in DT Marks Defi LLC, an entity whose assets include a Coinbase account valued at over $100 million, as well as a 38.25% interest in WLF Holdco LLC. DT Marks Defi LLC generated over $590 million in revenue in 2025. Trump stated on July 2 that the related income "is not illegal in any way, nor is there any problem," adding that his involvement in cryptocurrency predates his second term. He said he does not personally track profit details and noted that large institutions manage his investments.
Odaily Strategy founder Michael Saylor published a lengthy post on July 18, listing 100 reasons to oppose BIP 110. He stated that the proposal would impose restrictions on a currently valid but controversial class of transactions through Bitcoin's consensus rules, constituting governance intervention in certain use cases. BIP 110, full name "Reduced Data Temporary Softfork," was marked as Complete on Github on June 25, 2026. The proposal is planned to run for approximately one year and introduces seven new consensus restrictions, including an 83-byte limit on OP_RETURN outputs, a 256-byte cap on certain payloads and witness items, as well as restrictions on some Taproot-related structures. Michael Saylor pointed out that BIP 110 adopts a 55% miner signaling threshold, lower than the 95% threshold in the standard BIP 9 process, and removes the regular timeout and FAILED status. He believes that using a lower threshold for controversial rule changes increases the probability of a chain split and could potentially affect miner fee revenue and long-term network security. He argued that existing Bitcoin relay and mining strategy tools already allow node operators and miners to restrict unwanted transaction types without the need to change the network's consensus rules. Michael Saylor also stated that Bitcoin's base layer should remain conservative and opposed the use of consensus soft forks to regulate controversial use cases.