News linked to both this project and an event.
After market close on July 29, US Eastern Time, Microsoft (MSFT) and Meta (META) will release their Q2 2026 earnings reports simultaneously. The core market suspense is consistent: When will the massive AI capital expenditures yield returns? Bybit Academy brings you a preview of this earnings season feast: (1) Microsoft: Focus on whether Azure Cloud growth can offset continuously rising AI infrastructure investment, implied volatility 6.5%; (2) Meta: Capital expenditure guidance is the biggest highlight, whether the gap between AI investment and ad monetization can narrow, implied volatility 7.3%. Volatility for both may amplify today; the earnings trading window is open. Bybit US Stock Earnings Season Event Reminder: Currently in a limited-time trading task window period (7/21–7/30), trading META stock contracts earns extra points, independent from TSLA, GOOGL, AAPL, and AMZN tasks, and can be completed separately. Meanwhile, you can bet on the next-day Top Gainer among 10 popular US stocks including META in the "Top Gainer" daily prediction; those who bet correctly will proportionally share the points pool of those who bet incorrectly. This US stock earnings season lasts until August 30, with a million prize pool waiting to be unlocked, plus a Tesla Cybertruck grand prize.
CryptoRank 发布代币化股票流动性、市场结构与执行质量研究报告。数据显示，当前代币化股票市场链上总值已接近 20 亿美元，链上持有者超过 47.1 万人。报告选取英伟达、微软、Meta 和特斯拉四只在各测试平台均具备有效双向订单簿的资产进行横向对比。
According to the official announcement, Bybit officially launches the US Stock Earnings Season: Trade, Predict, Win CyberTruck Grand Prize event today. The event lasts for 41 days and ends on August 30. The first week of the event marks the climax of US tech stock earnings—Tesla (TSLA) and Google (GOOGL) will both release their Q2 earnings after market close on July 22. The core gameplay of the event is a full-chain points system: "Complete tasks to earn points — Bet points on predictions — Leaderboard splits the prize pool — Points can also be redeemed for store prizes": Users earn points by completing trading, invitation, and check-in tasks, then use points to bet on the daily "Top Gainer" prediction. Those who bet correctly will proportionally split the points pool of those who bet incorrectly, achieving exponential points growth. Finally, the Top 200 in points balance ranking can split a prize pool of up to $1,000,000, and points can also be used to redeem prizes in the points store. A Tesla Cyber Truck awaits you. Limited-Time Earnings Trading Task: July 21 - July 30. During the first 10 days of the event, trade designated stock contracts of companies releasing earnings to earn extra points.
据官方公告，Bitget 已上线 NVDL（2 倍做多英伟达 ETF）、TSLL（2 倍做多特斯拉 ETF）、AAPU（2 倍做多苹果 ETF）、MSFU（2 倍做多微软 ETF）等 8 只美股杠杆及 ETF 永续合约。 上述合约均以 USDT 结算，最高支持 20 倍杠杆，并支持 7×24 小时交易。截至目前，Bitget 股票合约共支持 230 只标的。更多详情可参阅 Bitget 官方平台。
Bitget 推出美股财报竞猜活动，活动周期为 7 月 21 日至 8 月中下旬。活动期间，用户完成股票现货（rToken）或股票合约交易任务即可获取竞猜票，可参与美股财报涨跌竞猜。竞猜结果将以「财报发布后首个交易日收盘价」对比「财报发布前一交易日收盘价」进行判定。 活动将根据美股财报发布时间陆续开放不同竞猜专场，首批覆盖特斯拉、谷歌及英特尔等标的。单场总奖池为 10,000 USDT，胜方与败方奖池瓜分比例为 70% 与 30%，单人单场最高可获得 1,000 USDT。更多详情可参阅 Bitget 官方平台。
Bybit has added 6 perpetual contracts for US stocks/ETFs today, including WENSTOCKUSDT, DKNGUSDT, RIVNUSDT, FLYUSDT, ARKKUSDT, and TSLLUSDT, supporting up to 20x leverage. A limited-time fee discount is also available during the launch: 0% maker fee rate and 50% off the taker fee rate.Among them, WENSTOCK (Wendy's) is a globally renowned fast-food chain brand, DKNG (DraftKings) is a leading US online gambling and sports betting company, RIVN (Rivian) is an electric vehicle manufacturer, and FLY (Firefly Aerospace) is an aerospace launch vehicle and space services company; ARKK is the ARK Innovation ETF (tracking disruptive innovative tech stocks), and TSLL is the Direxion Daily TSLA Bull 2X Shares ETF.
According to TechFlow Research, Goldman Sachs' July 16 energy storage report pointed out that electricity demand from data centers is surging, traditional grid expansion requires four to eight years, and energy storage has become the fastest solution with a 12 to 18-month deployment cycle. Goldman Sachs estimates that by 2030, behind-the-meter energy storage opportunities in the US will bring about 50GWh of increment, plus 11GWh from 800V DC data centers, total US energy storage deployment will reach 172GWh, significantly upwardly revised from the previous 112GWh. Globally, annual energy storage installations are expected to reach 2100GWh by 2040. Goldman Sachs believes energy storage is transitioning from renewable energy supporting equipment to a necessity for AI infrastructure, which will change the industry valuation logic. In terms of targets, FLNC (Buy) secured exclusive battery partner qualification for Nvidia DSX Vera Rubin, data center pipeline projects reached 12GW, up 30% sequentially; CATL (Buy) has about 30% global energy storage market share, already used in Shanghai SenseTime data center; Tesla (Neutral) 2025 energy storage deployment 46.7GWh, energy business 2028 estimated revenue 29 billion USD; Energy Vault (Neutral) received 6x EV/EBITDA valuation; LGES (Buy) North America ESS capacity expected to reach 50GWh by end of 2026. Canadian Solar, Ford, Samsung SDI, Shoals, Sungrow are also worth watching. Goldman Sachs emphasizes the need to distinguish those with real order support
Odaily reports, Ondo Perps announced that since its public launch one week ago, total trading volume has exceeded $3 billion, while 24-hour trading volume has doubled to $200 million compared to the first day of launch.The platform has also added two new Korean stock tokenization targets: SK Hynix (SKHY) and Samsung Electronics (SMSN). Ondo Perps allows users to directly use tokenized stocks and ETF holdings as margin for perpetual contracts, offering non-U.S. users up to 20x leverage on assets such as Tesla, Nvidia, Apple, as well as gold and silver.The Ondo Perps team previously stated that using U.S. stocks as collateral is just the starting point, and future AI-driven trading flows will become a key focus area.
Odaily Bitget has launched a Unified Trading Account (UTA), incorporating over 370 assets, including 100 US stock tokens (rTokens), into a unified margin pool. Under this mechanism, users' held US stock tokens (rTokens) not only entitle them to stock dividends but can also serve as margin and collateral for borrowing, further enhancing capital efficiency.The first batch of US stock tokens included in the margin system covers 100 mainstream underlying assets such as Apple (rAAPL), Nvidia (rNVDA), and Tesla (rTSLA), with discount rates set according to asset tiers, reaching up to 95%. As the product evolves, Bitget will continue to expand the list of assets eligible for margin and leveraged trading, further bridging the liquidity gap between traditional financial assets and the crypto trading ecosystem.
According to The Block, Hyperliquid's HIP-3 framework—a permissionless mechanism that allows developers to freely deploy perpetual contract markets—has seen its trading volume share surge from about 2% at the beginning of the year to nearly 50% currently, with growth primarily driven by demand for on-chain stock trading. Currently, this sector is dominated by TradeXYZ, whose products include XYZ100, which tracks the Nasdaq 100 Index, as well as perpetual contracts for individual stocks such as NVIDIA and Tesla, all settled in stablecoins. Analysts point out that the core appeal of on-chain stock perpetual contracts lies in two aspects: first, the no-expiration design avoids time value decay compared to traditional options, making it more intuitive for retail traders accustomed to simple long/short positions; second, 24/7 non-stop trading enables users to respond immediately when news is released, without waiting for traditional markets to open.
"White-Haired Stock Guru" Serenity posted on X platform, pointing out that IBK Research released a report last month on the Boston Dynamics supply chain. The report indicates that Boston Dynamics plans to achieve an annual production capacity of 30,000 units only by 2028, while Chinese robot manufacturers are expected to reach a total production capacity of 100,000 units by the end of 2026. This may lead institutions to begin revaluing the humanoid robot sector.In terms of the competitive landscape, the U.S. camp includes Tesla, Figure, Apptronik, and Agility Robotics, while Boston Dynamics is controlled by South Korea's Hyundai Motor Group. Major Chinese players include Unitree Robotics, Fourier Intelligence, AGIBOT, UBTECH Robotics, and XPeng Robotics. European companies include Neura, Pal Robotics, Wandercraft, and Oversonic.Additionally, IBK Research estimates that Atlas shipments will reach 11,290 units by 2028, and will increase to 20,000, 30,000, 40,000, and 50,000 units respectively between 2029 and 2032. However, Serenity questioned this linear growth model, arguing that the actual volume ramp-up curve is more likely to follow an S-curve. Serenity predicts that shipments could reach 15,000 to 20,000 units by 2028, increase to 40,000 to 70,000 units by 2029, and further rise to 90,000 to 140,000 units by 2030.
the National Venture Capital Association (NVCA) and PitchBook recently released the "Venture Monitor" report, noting that after SpaceX's listing and the potential IPOs of Anthropic and OpenAI, the combined value generated by these three companies will reach an unprecedented level. The report states: "With SpaceX going public, combined with the future exits of these companies, the value created will surpass the total exit value of all US VC-backed companies since 2000." The core factor lies in the extremely high valuation expectations of these three companies.SpaceX is currently valued at approximately $1.77 trillion, while Anthropic and OpenAI are also moving towards multi-trillion-dollar enterprise valuations. The market estimates that the combined valuation of the three companies could exceed $4 trillion. This scale far surpasses past large-scale tech IPOs. Data from the U.S. Securities and Exchange Commission (SEC) shows that total US IPO fundraising last year was about $70 billion, whereas SpaceX's single-company valuation has already reached a level that traditional large-scale IPOs find hard to match. As a once-highly-watched tech IPO case, Uber was valued at around $84 billion when it went public in 2019, which is less than 5% of SpaceX's current valuation.However, the comparison by NVCA and PitchBook is based on "enterprise value created," not the actual cash-out amounts for investors. Additionally, the analysis does not include non-US companies like Alibaba. Furthermore, the value created by already-public companies such as Apple, Google Android, YouTube, and Instagram is not counted in the VC exit statistics.The report points out that over the past 25 years, the US tech market has seen several historic IPOs, including Google in 2004, Tesla in 2010, and Meta in 2012. These companies have since become some of the world's most valuable enterprises. Additionally, companies like LinkedIn, Slack, and WhatsApp were acquired for over $20 billion.The NVCA believes that the current IPO cycle driven by artificial intelligence (AI) could further break these records. The analysis suggests two main reasons driving this trend:First, tech companies are staying private for longer periods than in the past, accumulating higher valuations through prolonged financing and business expansion. If today's Google were in its early stages, it might also choose to go public later to achieve a higher market valuation.Second, the AI industry is highly capital-intensive. Training large AI models requires massive investment, pushing AI companies to continuously raise substantial funds and driving rapid valuation growth.Industry insiders believe that the potential scale of IPOs by SpaceX, Anthropic, and OpenAI will test the capacity of the US capital market. As AI companies transition from the private financing stage to the public market, how trillions of dollars in tech assets flow into the stock market will become a focus for investors. (DigitalToday)
Ondo Finance has announced the integration of its tokenized securities platform, Ondo Global Markets, with Uniswap. Over 430 tokenized stocks and ETFs on the platform are now simultaneously available on Ethereum and BNB Chain. Users can trade via the Uniswap interface or the UniswapX API.Compliant users can trade tokenized shares of companies such as SpaceX, Tesla, NVIDIA, Apple, Microsoft, and Amazon, as well as major ETF assets like SPY and QQQ, directly on-chain. Trades leverage UniswapX to benefit from optimal liquidity routing, MEV protection, and gas-free transactions. All wallets and protocols integrated with the UniswapX API can support Ondo's full suite of tokenized securities without requiring additional development. Data shows that since its launch in September 2025, Ondo Global Markets has covered over 430 tokenized securities, with its TVL surpassing $1 billion and cumulative trading volume exceeding $20 billion.
that, according to official news from Bitget, the platform has officially launched its direct US stock connection product, "Bitget US Stocks," allowing users to buy and sell over 10,000 real US stocks and ETFs directly using USDC. The service executes settlements through licensed US brokers, granting users full shareholder rights including cash dividends and voting rights. It covers pre-market, regular, and after-hours trading sessions, and supports the seamless transfer of existing stock holdings from other brokerage platforms into Bitget. This move is another key step in Bitget's US Stock 2.0 strategy, following the launch of the Reality protocol and rToken-based US stock tokens in early June, aimed at providing a more intuitive trading interface for users accustomed to traditional brokerage experiences.To coincide with the new product launch, Bitget is simultaneously rolling out an accelerated stock transfer program. During the promotional period, users who transfer US stock holdings from external brokerages such as Futu, Tiger Brokers, moomoo, Longbridge, Webull, and IBKR into Bitget have the chance to receive a transfer fee subsidy of up to $10,000. The registration period runs from June 22, 19:00 to July 10, 23:59 (UTC+8), and subsidies will be distributed to eligible users every Monday. Transferred assets can be held or traded directly within the Bitget account.On June 5th, Bitget announced the listing of US stock tokens launched by its compliant RWA protocol. It currently supports over 500 US stocks and ETFs, including SpaceX, Tesla, and Nvidia, with assets under management (AUM) exceeding $50 million. The launch of direct US stock connection further completes Bitget's US stock product matrix, offering users accustomed to traditional brokerage experiences a more intuitive trading interface and experience.
: Andrew Left, founder of the short-selling firm Citron Research, has his sentencing hearing scheduled for August 31, 2026, with a theoretical maximum sentence of up to 265 years. The final sentence will still be determined by the court based on the specific circumstances of the case.Prosecutors allege that Left frequently used short-term options expiring within 0 to 5 trading days to bet on stock price volatility in the immediate aftermath of a report or tweet. He would set limit orders in advance, with exit prices often far from the targets publicly stated by Citron. The stocks involved include Nvidia, Tesla, Facebook, General Electric, Luckin Coffee, etc. (Lawstreetmedia)
: According to an official announcement, to meet users' round-the-clock trading needs, Bitget Stock Spot (rToken) has officially launched its weekend trading feature. The first batch supports 20 popular U.S. stock options, including rAAPL (Apple), rNVDA (NVIDIA), and rTSLA (Tesla).During U.S. stock market closures, the platform will generate continuous weekend trading prices based on Friday's closing prices, market maker quotes, and market expectations. This feature supports limit orders and stop-loss/take-profit settings. To prevent abnormal fluctuations, the system implements an approximate ±20% protection limit for weekend limit orders.rToken, identified by the letter "r" followed by the stock ticker (e.g., rNVDA for NVIDIA), is issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with compliant broker Alpaca, it connects directly to global liquidity pools such as Nasdaq and the New York Stock Exchange. Its features include: 1:1 reserves of the underlying assets held by a licensed custodian, stock dividends distributed 1:1 in token form, corporate actions such as stock splits and reverse splits synchronously reflected, and holdings can be used as joint margin for unified accounts and U-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
SpaceX is progressing with its IPO and seeking a valuation of approximately $1.78 trillion. If realized, it would become the world's seventh-largest company by market cap. However, the mid-to-long-term business path justifying this valuation remains unclear.Furthermore, SpaceX's core narrative is shifting. In February of this year, Musk integrated SpaceX with xAI, making artificial intelligence a key component of the company's strategy. Compared to the original core vision of "making humanity a multi-planetary species," AI now occupies a more prominent position in the company's narrative. In the first quarter, xAI-related business reportedly accounted for over three-quarters of capital expenditures, while approximately 93% of the total addressable market mentioned in the IPO filing is also related to AI.Musk has long been adept at restructuring business narratives to align with market preferences, as seen in previous cases like integrating SolarCity into Tesla and merging Twitter with the xAI ecosystem. SpaceX's new narrative combines rocket launches with AI, envisioning the deployment of AI data centers in orbit to build future computing infrastructure. However, SpaceX launched approximately 2,200 tons of payload into orbit last year, while Musk has suggested that realizing the orbital data center vision would require an annual launch capacity of about 1 million tons. Although Starlink and the rocket business already hold industry-leading positions, genuine cash flow will ultimately be needed to validate this massive valuation hypothesis. (Financial Times)
market analysts have pointed out that if Elon Musk's proposed merger between SpaceX and Tesla proceeds, SpaceX may need to issue new shares equivalent to 94% of its current outstanding shares to acquire Tesla, increasing the total share count to approximately 8 billion. However, the financial logic of the transaction faces challenges. Tesla's GAAP net profit over the past 12 months has dropped from $15 billion in 2023 to $3.9 billion. After excluding regulatory credit revenue and Bitcoin gains, its core operating profit stands at only about $2.3 billion.Analysts believe that this transaction may essentially be an attempt to use a high-valuation asset to acquire another similarly overvalued company, leaving significant uncertainty regarding its long-term profitability and cash flow performance. The combined company's valuation could reach $3.4 trillion, with SpaceX estimated at $1.75 trillion and Tesla's current market cap around $1.65 trillion. Musk may be leveraging the high valuation from SpaceX's impending IPO to support Tesla, which is under earnings pressure. (Fortune)
Gracy Chen, CEO of Bitget, announced that Bitget’s new product, RealityFi (@RealityFi_xyz), directly connects to licensed broker-dealers registered with FINRA and members of the Securities Investor Protection Corporation (SIPC). This enables orders to flow straight into the native order books of NASDAQ and the New York Stock Exchange (NYSE), fundamentally resolving the liquidity fragmentation and severe slippage issues plaguing existing tokenized U.S. equities products—and delivering “what you see is what you get” execution prices. The product supports 24×5 trading hours, with plans to expand to 24×7 continuous trading. Pre-market and after-hours liquidity matches that of established brokers, utilizing compliant off-market channels. RealityFi is a pure spot product—offering no leverage and zero liquidation risk. In its initial phase, over 30 U.S. equity tokens will be listed, scaling to more than 100 within one to two weeks. These will include popular stocks such as Apple, Tesla, and NVIDIA, as well as major index ETFs like SPY and QQQ. The corresponding rTokens will begin rolling out in early June.
U.S. President Trump concluded his visit to China, and the China-U.S. talks released positive signals, boosting market expectations for trade easing, supply chain stability, and technological cooperation. WEEX Labs noted that U.S. equities linked to the accompanying business delegation—including Tesla (TSLA), NVIDIA (NVDA), and Apple (AAPL)—continued their upward trend, reflecting heightened market optimism regarding long-term opportunities arising from AI collaboration, access to the Chinese market, and supply chain optimization. Meanwhile, news of the U.S. rejecting Iran’s ceasefire proposal may further push up energy prices, exacerbating global inflation and volatility in risk assets. Currently, the WEEX TradFi segment supports tokenized trading of U.S. equities, gold, crude oil, and other assets, and has launched a TradFi Spot Trading Competition with a $100,000 prize pool—enabling users to conduct global asset allocation and event-driven hedging in one integrated platform.