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According to Gate market data, the Philadelphia Semiconductor Index is currently up over 6%, expected to achieve the largest single-day increase in more than a month.At the same time, the Nasdaq Composite Index's increase has expanded to 2%.

According to Gate market data, after the US stock market opened, Microsoft's gains expanded to over 15%, expected to create the largest single-day increase since March 2020.On Wednesday, after the US stock market closed, Microsoft announced its financial report for the fourth quarter of fiscal year 2026, with revenue of $90 billion, an 18% year-on-year increase. The growth rate of Azure and other cloud services rose from 40% in the previous quarter to 43%. CEO Satya Nadella stated that Azure's full-year revenue "exceeded $100 billion," growing by 41%, marking the first time this business has crossed the $100 billion threshold.

According to official news, the prediction market Polymarket announced a significant adjustment to its settlement mechanism for cryptocurrency price fluctuation markets starting from August 7, to protect market integrity. From midnight UTC on that day, the affected markets will no longer settle based on a single price snapshot at a specific time but will instead use a time-weighted average price.Markets of different durations correspond to different TWAP windows: all cryptocurrency 5-minute markets will use a 30-second TWAP, 15-minute markets will use a 60-second TWAP, and 4-hour markets will also use a 60-second TWAP. The previous single snapshot settlement method was prone to price manipulation during periods of low liquidity, and this change is a proactive reinforcement of the market integrity system by Polymarket after facing regulatory scrutiny.To support this transition, Polymarket will inject $1 million in liquidity rewards into all affected markets throughout August. On the technical side, Chainlink TWAP testnet data streams are now available, and mainnet data streams along with Polymarket real-time data stream services will go live on August 4, at which point developers can access TWAP prices directly through Chainlink Data Streams or Polymarket's public WebSocket.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $60,865.39 in a single transaction regarding the "Federal Reserve's September decision" event, targeting a "25 basis point rate cut." Based on the current transaction price, the latest corresponding win rate for this subject is 96.42%.

According to SoSoValue data, the total net inflow of the XRP spot ETF for the day is $584,700. Yesterday, only the Franklin XRP ETF (XRPZ) had a net inflow, with a daily net inflow of $584,700, bringing the historical total net inflow to $422 million.As of the time of publication, the total net asset value of the XRP spot ETF is $989 million, with an XRP net asset ratio of 1.48%, and the historical cumulative net inflow has reached $1.496 billion.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the market Polymarket. A large whale invested $58,826.54 in the event "LoL: Top Esports vs Anyone's Legend - LPL Group Stage" on the "Game 2 Winner" bet. Based on the current transaction price, the latest corresponding winning probability for this bet is 95%.

AI Agent Economic Settlement Agreement AEON has announced its expansion into the South Asian market of Bangladesh and successfully integrated with the two major local mobile payment wallets, bKash and Nagad. Local consumers can directly use mainstream cryptocurrencies and mainstream Web3 wallets for offline retail and online consumption. The AEON payment network will automatically convert and settle local currency with local merchants in the backend.AEON has covered over 50 million merchants and more than 10,000 brands globally, accelerating the construction of a localized digital financial fiat settlement network across multiple countries, paving the way for the implementation of the agent economy in high-frequency payments in the real world.

South Korean Finance Minister Choo Kyung-ho apologized for launching a single stock leveraged ETF without careful consideration. According to Gate market data, on Wednesday, the South Korean KOSPI index experienced turbulence, dropping as much as 12% during the day, and ultimately narrowing its decline to about 8%. Choo Kyung-ho stated that the government is studying market stabilization measures and may further adjust the relevant regulations for single stock leveraged ETFs to respond to market fluctuations.

According to Gate market data, SK Hynix fell over 17%, setting a record for the largest single-day drop.

According to Jinshi, the Bank of England is investigating the rapid growth of investment banks operating in London with exposure to Asian stocks, as officials hope to avoid highly concentrated bets on a few companies related to artificial intelligence.Hedge funds and other institutional investors are rushing to invest in companies providing key infrastructure for the artificial intelligence semiconductor industry in Asia, such as SK Hynix and TSMC. The Bank of England is concerned that these stocks are gradually becoming an increasingly important part of the positions held by major brokers, with holdings highly concentrated in a few companies.

On July 28, Eastern Time, Morgan Stanley Solana Trust (ticker MSOL) was officially listed on NYSE Arca, bringing the total number of listed SOL spot ETFs to 9. According to SoSoValue data, MSOL had zero net inflow on its first day of listing, with a trading volume of $19.03 million and a total net asset value of $1 million. MSOL supports a cash creation/redemption mechanism, with a management fee rate of 0.14%, and plans to support the Solana staking yield mechanism.Yesterday, only the Bitwise Solana Staking ETF (BSOL) experienced net outflows, with a single-day net outflow of $18.0734 million, and the historical total net inflow currently stands at $891 million. As of the time of writing, the total net asset value of SOL spot ETFs is $852 million, with a SOL net asset ratio of 1.99%, and the historical cumulative net inflow has reached $1.127 billion.

According to official news, the decentralized exchange aggregator 1inch has officially launched the shared liquidity protocol Aqua for all users. Aqua allows users to support multiple liquidity positions simultaneously with just a token balance, without the need to deposit assets into a liquidity pool. The assets remain in the user's wallet, and only when a transaction is actually executed does the protocol call the corresponding tokens from the wallet through a single atomic transaction to complete the settlement, returning the received tokens and fees to the wallet.1inch stated that this new model, known as "shared liquidity," is expected to address current issues in DeFi liquidity, such as long-term idle liquidity, low capital utilization, and asset custody risks. The protocol was opened to developers last November and is now officially launched for all users, supporting 13 EVM-compatible chains including Ethereum, Arbitrum, Base, Robinhood Chain, and BNB Chain.1inch indicated that there are several structural issues with current DeFi liquidity. Although many protocols have a high total value locked (TVL), a large amount of liquidity remains in inactive price ranges for extended periods, failing to earn trading fee revenue while also bearing market volatility risks. Additionally, liquidity providers (LPs) typically need to split limited funds across different protocols, trading pairs, and price ranges, leading to decreased capital utilization. Furthermore, traditional models require users to deposit assets into liquidity pools, which not only loses other uses of the assets but also means relinquishing asset custody rights and facing risks such as JIT (Just-In-Time) liquidity bots seizing fees. Aqua enhances capital efficiency by registering wallet balances as a shared liquidity source, allowing the same asset to support multiple liquidity positions without transferring asset ownership; when the wallet balance is insufficient to cover a transaction, the protocol will not execute that transaction, thus keeping the user's actual risk always limited by the wallet holdings.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $202,153.4 in a single transaction regarding the "Federal Reserve's July decision" event, targeting a "25 basis point rate hike." Based on the current transaction price, the latest corresponding winning probability for this subject is 73.58%.

According to SoSoValue data, yesterday (Eastern Time July 27), the total net inflow of the SOL spot ETF was $1.0337 million. Yesterday, only the Bitwise Solana Staking ETF (BSOL) had a net inflow, with a single-day net inflow of $1.0337 million, and the historical total net inflow has reached $909 million.As of the time of writing, the total net asset value of the SOL spot ETF is $889 million, with a SOL net asset ratio of 2.01%, and the historical cumulative net inflow has reached $1.145 billion.

According to SoSoValue data, yesterday (Eastern Time July 27), the total net inflow of the XRP spot ETF was $592,500. Yesterday, only the Franklin XRP ETF (XRPZ) had a net inflow, with a single-day net inflow of $592,500, bringing the historical total net inflow to $422 million.As of the time of writing, the total net asset value of the XRP spot ETF is $1.002 billion, with an XRP net asset ratio of 1.47%, and the historical cumulative net inflow has reached $1.495 billion.

According to Farside Investors data, as of the week ending July 24, the net inflow for Ethereum spot ETFs was $103.8 million, about three times that of Bitcoin spot ETFs at $33.9 million, surpassing Bitcoin products for the second consecutive week. The gap mainly comes from BlackRock: its Ethereum fund ETHA attracted $96.3 million, while the largest crypto ETF Bitcoin fund IBIT saw a net outflow of $95.5 million, with outflows of $202.5 million and $212.2 million on Thursday and Friday, respectively.Bitcoin ETFs performed strongly at the beginning of the week (with a total inflow of about $430 million on Monday and Tuesday), but then reversed sharply. Ethereum ETFs were more stable, with continuous inflows for the first four days before a $70.7 million outflow on Friday. The weekly inflow for Bitcoin ETFs decreased by 55% compared to the previous week, while Ethereum remained flat. On-chain, the largest corporate ETH holder BitMine Immersion increased its holdings by 104,512 ETH over the past 30 days and currently holds 5.78 million ETH, accounting for 4.8% of the supply. ETH is currently priced at about $1,936, and BTC at about $64,780.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the market Polymarket. A large whale sold $61,312.3 on the event "Seattle Mariners vs. Texas Rangers" for "O/U 9.5". Based on the current transaction price, the latest corresponding winning probability for this item is 55.01%.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket. A large whale invested $62,676.4 in a single transaction regarding the "Federal Reserve's July decision" event, targeting a "25 basis point increase." Based on the current transaction price, the latest corresponding winning probability for this subject is 26.39%.

According to SoSoValue data, as of 8 AM Eastern Time on July 27, 2026, the total net sell-off of Bitcoin by global listed companies (excluding mining companies) in the past week was $15.92 million, a decrease of 1,296.99% compared to last week.According to official documents, Strategy did not purchase Bitcoin last week, selling approximately 5.43 million shares of MSTR between July 20 and July 26, resulting in a net gain of $544.5 million, and spent $25 million to repurchase 288,930 shares of STRC preferred stock.The Japanese listed company Metaplanet did not purchase Bitcoin last week.In addition, three other companies bought or sold Bitcoin last week. Aerospace-grade defense battery thermal management and safety solutions provider KULR announced on July 24 that it generated approximately $21.5 million in revenue from July 9, 2026, to July 23, 2026, selling 333 Bitcoins at a price of $64,538, reducing its total holdings to approximately 760 Bitcoins; asset management company Strive announced on July 27 that it spent $5.19 million to purchase 79 Bitcoins at a price of $65,723, bringing its total holdings to approximately 20,000 Bitcoins; Brazilian Bitcoin company OrangeBTC announced on July 27 that it spent $394,500 to purchase 6 Bitcoins at a price of $65,742, increasing its total holdings to 3,918 Bitcoins.Metaplanet subsidiary Bitcoin Japan announced a convertible bond financing agreement with EVO Fund, intending to raise 9.66 billion yen (approximately $59.5 million) to establish a cryptocurrency asset treasury.As of the time of publication, the total amount of Bitcoin held by global listed companies (excluding mining companies) in the statistics is 1,139,480 Bitcoins, a decrease of 0.02% compared to last week, with a current market value of approximately $7.416 billion, accounting for 5.7% of Bitcoin's circulating market value.