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According to Jinshi reports, Meta Platforms' Reality Labs revenue for the second quarter was $431 million, exceeding market expectations of $428.7 million; the operating loss was $4.62 billion, also higher than the market expectation of $4.45 billion.

According to Bitcoin.com, Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ: MSTR), stated that since the company established Bitcoin as its primary reserve asset in August 2020, MSTR's annualized return has reached 42%, surpassing Bitcoin itself, the "Magnificent Seven" tech stocks, and the S&P 500 index. As of today, Strategy holds 843,775 BTC, with a total purchase cost of approximately $63.69 billion, an average price of about $75,476 per coin, and currently has an unrealized loss of about 17.9% (approximately $11.4 billion) compared to the cost price.To address the increasingly complex capital structure, Strategy launched three new metrics on July 24: Net BTC Per Share, BTC Hurdle ARR (the minimum annualized return required to cover financing costs), and BTC Floor ARR (the minimum annualized return required to maintain leverage sustainability), to help investors more clearly assess the actual value of their Bitcoin holdings. In addition, the company plans to support preferred stock buybacks by selling a portion of its Bitcoin in the future.

According to Jinshi reports, senior Iranian officials stated that the United States and Saudi Arabia are trying to pressure Oman to promote the implementation of unrealistic plans regarding the Strait of Hormuz.

According to the Q3 2026 signal report released by Fidelity Digital Assets, the prices of BTC, ETH, and SOL are generally at historical lows, with multiple indicators close to the capitulation zone. Fidelity believes that the current valuation levels may correspond to attractive long-term entry conditions.As of the end of Q2, the weighted net unrealized profit and loss (NUPL) was -0.01, with BTC being the only asset with a positive unrealized profit, approximately 10% above its cost basis, with an unrealized profit of about $108 billion, while ETH and SOL were approximately 30% and 41% below their cost bases, with unrealized losses of about $87 billion and $29 billion, respectively. BTC's market share rose to 68% quarter-over-quarter.The report states that, based on historical backtesting, the current NUPL readings for the three correspond to one-year median returns of 53%, 70%, and 542%, respectively, but the reliability of the samples decreases sequentially. The NUPL reading for SOL has only occurred 21 times in history, concentrated at the end of 2025, which has limited statistical significance.On the fundamental side, the value of stablecoin transfers for both ETH and SOL has reached new highs, exceeding $20 trillion and $2.6 trillion, respectively, over the past 12 months, but network fee revenue continues to decline.Additionally, the report attributes the 22% decline in BTC hash rate from its peak to miners shifting their computing power towards AI and high-performance computing, as AI contract revenues are more stable due to the depressed coin prices.

Singapore-based digital asset investment management company Psalion announced the completion of its third fundraise, totaling $50 million, making it the largest fund to date for the company. The fund is a variable capital company (VCC) registered in Singapore and is managed by Conduit Asset Management, which holds a license from the Monetary Authority of Singapore (MAS).The fund will focus on Pre-Seed to Seed stage projects, with an emphasis on infrastructure, middleware, trade finance, RWA, stablecoins, and DeFi sectors, particularly innovative projects that reshape asset ownership, transactions, and interactions in consumer applications of Web3. Psalion Managing Partner Tim Enneking stated, "Crypto was once the thesis, traditional finance was the antithesis, and what we are investing in now is the synthesis of both—Web2 businesses running on Web3 rails." The previous two funds were launched during market downturns, and the team believes that valuations during a downturn are more reasonable and entrepreneurs are more focused, making it the best window for positioning.

According to on-chain analyst @ai_9684xtpa's monitoring, the largest short address for Changxin Storage (CXMT) is still increasing its position. Two hours ago, this address added 2 million USDC in margin to Hyperliquid and continued to place limit sell orders through TWAP.Currently, this address holds a 1x leveraged short position of 2.072 million CXMT, with a nominal value of approximately 12.78 million USD, an average opening price of 6.4434 USD, and an unrealized profit of about 563,000 USD. In addition, there are still 435,677.8 CXMT limit sell orders at 6.11 USD that have not been executed, with a total value of approximately 2.66 million USD.

The value of tokenized real-world assets on Robinhood Chain has increased to approximately $70 million, growing about 5 times in less than two weeks. As tokenized stocks begin to form scaled trading, the scale of related assets is expanding simultaneously.Currently, there are 12 tokenized stocks with a daily trading volume of at least $500,000, including GameStop, Nvidia, and SpaceX, with some tokenized stocks exceeding a daily trading volume of $1 million. The total locked value on Robinhood Chain has increased to approximately $312 million, growing about 3 times compared to before. Stablecoin and meme coin trading still dominate the activities on the chain, while trading related to real-world assets accounts for a portion of the incremental growth.

According to on-chain analyst @ai_9684xtpa, a certain address opened a 603.71 BTC 40x long position at 10:30 PM last night, worth 38.67 million USD, with an entry price of 64,469 USD, currently showing a floating loss of 259,000 USD.In addition, the address has also placed a limit long order of 31.44 million USD in the range of 63,500 USD to 63,674 USD. If fully executed, the total position will expand to 70.11 million USD. This address has primarily used short-term strategies in the past, with positions mostly held for only a few hours. This long position size is the sixth largest of the year, and if fully executed, it will become the largest size of the year.

According to on-chain analyst Onchain Lens (@OnchainLens), SpaceX ($SPCX) fell 9.36% today. The previous whale address on Hyperliquid (0x3527...1e16) holds a long position of 122,000 $SPCX, valued at approximately $13.58 million, with the current entry average price at $126.04. The market price has dropped to $111.29, currently resulting in an unrealized loss of about $1.8 million, with a liquidation price of $22.27.

As the second quarter earnings season for US stocks enters a phase of intensive disclosure, the performance of the AI industry chain has become the focus of market attention. Investors are particularly focused on the capital investments of tech giants in AI, the growth of cloud computing, and commercialization progress. The market's focus is gradually shifting from expectations of AI development to the ability to realize profits. Meanwhile, geopolitical risks continue to disrupt global markets, with safe-haven assets such as energy and gold drawing attention, and the demand for cross-asset allocation and risk management among investors further increasing.In response to changes in the global market structure, Gate has continuously strengthened its institutional-level infrastructure and comprehensive service capabilities. Relying on a multi-asset trading system covering stocks, indices, foreign exchange, commodities, and digital assets, it provides professional users with market insights, trade execution, and asset management support. In the second quarter of 2026, the scale of Gate's institutional OTC Loan lending increased by 43.61% year-on-year, and the scale of leveraged lending rose by 14.33% quarter-on-quarter; at the same time, the SBE market service was launched, supporting public and private data channels, and a new contract Book Ticker real-time market push capability was added, further enhancing trading efficiency and quantitative strategy execution capabilities.In the future, Gate will continue to deepen its global institutional ecosystem layout, improve its trading, liquidity, and asset management service system, and assist professional users in more efficiently responding to market changes and seizing cross-asset trading opportunities.

CryptoQuant analyst Darkfost stated that data shows short-term holders (holding periods of no more than 155 days) have been in a state of realized losses for about nine consecutive months, a characteristic that is typically more aligned with a bear market environment.It is estimated that the cost basis for short-term holders is around $68,800, so they are still facing some pressure overall. Currently, as Bitcoin attempts to stabilize above $65,000, short-term holders are expected to continue selling at a loss of about 4%.

According to monitoring by Lookonchain, since June 30, the whale address 0x2684 has accumulated purchases of 54,449 ETH (approximately 94 million USD) at an average cost of 1,726 USD; at the same time, it has accumulated purchases of 600 WBTC (approximately 38.37 million USD) at an average cost of 63,950 USD.Based on the current price, the unrealized profit of this address has exceeded 12.5 million USD.

According to Jinshi reports, Jupiter Asset Management stated that the real yield on the two-year U.S. Treasury has risen, boosting the strength of the dollar.

According to on-chain analyst @ai_9684xtpa, whales have accumulated over $109 million in ETH and WBTC since July, with unrealized profits exceeding $10 million. In the last 24 hours, whales have added another $9.87 million in WBTC.After this addition, the July accumulation situation is updated to 49,500 ETH and 600 WBTC, with a total value of $122 million, an average cost of approximately $1,706 and $63,950, and unrealized profits of $12.593 million.

According to Maharashtra Chief Minister Devendra Fadnavis, the state is advancing the drafting of the "Maharashtra Land Token Asset Digitalization and Exchange Bill (DELTA Act)." Fadnavis chaired a related meeting, instructing officials to study global laws and regulations as well as best practices, and established an expert committee composed of representatives from SEBI, BSE, NSE, and professionals to formulate a complete legislative framework.According to the proposal, real estate will be tokenized through blockchain technology, with the entire transaction completed on-chain. This move aims to unlock the potential value of real estate, create new sources of revenue, and help Maharashtra achieve its goal of a $1 trillion GDP by 2030. If the legislation is implemented, Maharashtra will become the first state in India to introduce such regulations.

According to on-chain analyst Ai Yi's monitoring, whale @Jason60704294 expressed optimism about the BTC trend last night, and this morning at 02:15, tweeted with a picture that the BTC long position has a floating profit of 4.541 million dollars.Based on the previous entry point of 63827.06 dollars, this position is approximately 2358.05 BTC (about 150 million dollars).

AI Agent Economic Settlement Agreement AEON announced that its payment network has connected to Egypt's four major mainstream mobile wallets: Vodafone Cash, Orange Cash, e& money, and WE Pay. Users can complete payments using cryptocurrency, while merchants receive payments in Egyptian pounds (EGP).Through this integration, AEON further enhances and expands the local payment settlement network in Africa and the Middle East, providing infrastructure support for the future localization of AI Agent's payments and settlements in real business scenarios.

According to CoinDesk, Grant Cardone, CEO of the real estate investment company Cardone Capital, stated that Cardone Capital has increased its holdings by 10.5 bitcoins through cash flow, and its real estate-bitcoin hybrid strategy now holds over 2,700 BTC.