strat

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

The second largest institutional real estate asset management company in Europe, Swiss Life Asset Managers, disclosed that its holdings of MicroStrategy shares increased by 38%, currently holding a total of 37,889 shares, valued at 3.55 million dollars.

According to BBX data, the listed entities in the global capital markets (NASDAQ and Japanese stocks) disclosed the latest developments in digital asset investment and treasury expansion yesterday and in recent days. The core information is as follows:Core Scientific (NASDAQ: $CORZ) resumes accumulation in Q2, increasing holdings to 848 BTC: The latest financial report from NASDAQ-listed mining company Core Scientific shows that its Bitcoin holdings have increased from 547 to 848 BTC, with a net addition of 301 BTC. Previously, the company had sold a large amount of Bitcoin to facilitate its transformation towards the AI and high-performance computing (HPC) industries, but it reestablished its accumulation strategy in Q2. The financial report indicates that its Q2 revenue surged to $164.2 million (over 100% year-on-year growth), and gross profit skyrocketed to $70 million. At the same time, the company decisively terminated its BTC mining chip procurement contract with Block (under Jack Dorsey) at a cost of $41.9 million in losses.Tokyo Stock Exchange-listed company Iole announces allocation of HYPE as a strategic asset: Iole, listed on the Tokyo Stock Exchange's startup board, officially announced that in addition to Bitcoin, it has formally established HYPE as a strategic treasury asset for the company. The company plans to gradually increase its total HYPE purchase plan to 100 million yen (approximately $610,000) by the end of August. Currently, the company completed its first batch of purchases worth approximately 10 million yen on July 28, holding about 1,078.25 HYPE.gumi and SB I launch a 3 billion yen cryptocurrency investment fund: Japanese listed gaming company gumi announced that its subsidiary gC Labs, in collaboration with SB I Financial Services, will officially operate the cryptocurrency investment fund "SB I Crypto Fund I" starting August 1. The total scale of the fund is approximately 3 billion yen (about $18.32 million), and it has received funding from leading institutions such as Daiwa Securities Group, with its investment targets strictly focusing on Bitcoin (BTC) listed on exchanges and major high-liquidity altcoins.HeartSciences advances merger with DCG's mining company: NASDAQ-listed company HeartSciences (NASDAQ: $HSCS) announced that it has formally submitted a preliminary proxy statement to the U.S. Securities and Exchange Commission (SEC) regarding the previously announced proposed business merger plan with Fortitude Mining Holdings (a wholly-owned subsidiary of DCG), accelerating the process of going public in the mainstream capital market.

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.

RoboStrategy disclosed on platform X that it led a $200 million Series C financing for the robotics company Standard Bots, with a post-investment valuation of $1 billion. RoboStrategy stated that industrial robotic arms were invented in the United States, but the U.S. has lost its dominance in this industry, and the existing product architecture has been frozen since the 1980s, making it difficult to adapt to AI real-time control and variable scenarios.Standard Bots has redesigned the robotic arm from scratch, optimizing each component for AI, achieving joint-level torque sensing, 2 kHz real-time feedback closed-loop, and ease of teaching for workers to complete in one day, while utilizing a domestic supply chain. Its product line includes Spark, Core, Thor, and Bolt dual-arm robots (in testing phase), with Thor having a payload of 30 kg and a working radius of 2 meters. Compared to FANUC CRX and UR10e, Core achieves a higher payload and tighter repeatability accuracy at a lower price. The company's goal is to capture 10% of new industrial robot deployments in the U.S. within a year, with plans to achieve full-process American manufacturing from metal raw materials to robots by 2027.

Visa announced its third-quarter financial report for fiscal year 2026, with revenue of $11.6 billion, a year-on-year increase of 14%. Payment transaction volume, cross-border transaction volume, and processed transactions all achieved double-digit growth. In the earnings call, Visa outlined its stablecoin strategy, stating that it is actively investing in various levels of the stablecoin stack, including blockchain, issuance, wallets, infrastructure, and applications. The company announced its membership in the OpenStandard alliance, which plans to issue the OpenUSD stablecoin for global capital flow.The Visa stablecoin platform will provide partners with stablecoin settlement, on-chain wallet-as-a-service infrastructure, and exchange services between fiat and stablecoins, initially supporting OpenUSD. The platform will also integrate with Pismo to provide tokenized deposit support for financial institutions and plans to introduce third-party tokenized deposit infrastructure providers in the future. Visa views stablecoins and AI as complementary technologies, believing that "agent commerce will expand the reachable market and drive future growth." Cross-border transaction volume increased by 13% year-on-year, while processed transaction volume grew by 10%.

According to Business Insider, Amazon is making a comprehensive adjustment to its AI strategy, gradually phasing out most of its self-developed flagship Nova models, including the high-end Premier and Omni models, the Reel video generation model, and the Canvas image generation model, with the remaining products only maintaining a "Keep The Lights On" (KTLO) status. Resources are being shifted from the existing Nova series to the new frontier model project led by researcher Pieter Abbeel (who joined through the acquisition of Covariant), with the new flagship model expected to debut at this fall's re:Invent conference.This adjustment is accompanied by organizational restructuring. Amazon laid off employees in the AGI department last week and closed the AGI Lab established in 2024 by absorbing the AI startup Adept team. AGI head Rohit Prasad left in December 2025, and AGI Lab head David Luan stepped down in February of this year. The AGI organization was integrated under Senior Vice President Peter DeSantis in December of last year, merging with chip development and quantum computing. An Amazon spokesperson responded that the company "has long supported AI models in production environments" and emphasized that "AI models remain one of the company's most important work directions," with the model lineup continuously evolving based on customer needs.

According to Bitcoin.com, Strategy Executive Chairman Michael Saylor revealed that the company will consider market conditions in the future to repurchase STRC preferred shares (Series A perpetual preferred shares, with a par value of $100) by selling Bitcoin or MSTR stock.When the trading price of STRC is significantly below $100, the discounted repurchase can reduce future dividend expenses and has strong capital allocation appeal.

According to BeInCrypto, El Salvador's two major opposition parties, ARENA and FMLN, have nominated Maytee Iraheta and Rafael Aguirre, respectively, as candidates for the presidential election in February 2027, challenging the re-election campaign of current President Nayib Bukele. Both candidates have not supported Bukele's Bitcoin strategy and have publicly criticized it as a financial failure.Bukele's New Ideas party has nominated him to run, with his approval rating reaching as high as 94% in recent polls, but this support mainly comes from improvements in public safety rather than Bitcoin policy—polls show that only 2.2% of Salvadorans believe Bitcoin is their biggest failure. Bitcoin is no longer mandatory legal tender in the country following the IMF loan agreement in February 2025, with the dollar resuming its status as the only official currency for daily transactions. However, the El Salvador Bitcoin Office continues to buy Bitcoin, acquiring about 1 BTC daily, and as of July 27, its holdings have risen to approximately 7,730 BTC. The IMF has repeatedly warned that the Bitcoin strategy poses financial and governance risks and has not significantly improved financial inclusivity for unbanked residents. The next president will decide whether this accumulation continues.

Dutch crypto finance protocol Tori Finance announced that its institutional-grade Delta neutral yield product strUSD has completed a $50 million pre-deposit fundraising before its official launch, reaching the cap in just 7 days. Tori stated that strUSD offers an annualized yield of approximately 12%, with returns derived from global arbitrage trading strategies traditionally used by financial institutions, rather than from the circulation of funds in the crypto market. This strategy achieves low correlation with crypto market cycles by borrowing in low-interest currencies, investing in high-interest markets, and utilizing foreign exchange hedging to lock in dollar returns.Tori founder Samed Duzcay mentioned that such trades were previously mainly participated in by large institutions like pension funds and banks, which typically required a funding threshold of tens of millions of dollars and involved complex processes such as local bank accounts, custody, tax, and compliance approvals. Tori opens up these institutional strategies to ordinary users through on-chain tokenization. Users can deposit USDC or USDT to obtain the synthetic dollar asset trUSD and stake to earn strUSD. This asset is based on the ERC-20 standard and can be integrated with DeFi protocols such as Morpho, Pendle, and Curve, and can also be used as collateral for lending to further amplify returns.Tori claims that the protocol constructs an on-chain balance sheet through zero-knowledge proofs and trusted execution environments, with independent verification agency Accountable conducting real-time audits of off-chain fund situations; digital asset investment firm RockawayX serves as the risk management party and anchor liquidity provider. Additionally, Tori's smart contracts have been audited by Sherlock and Nethermind, and Hypernative has been introduced for round-the-clock security monitoring, with all contract upgrades set to a 24-hour delay mechanism. Tori stated that its goal is to bring the neutral yield strategies used by traditional financial institutions for decades into the on-chain financial system, promoting the integration of real yields with DeFi infrastructure.

According to The Defiant, the tokenization platform Securitize Corp. (NYSE: SECZ) subsidiary Securitize Capital LLC has registered as an investment advisor with the U.S. SEC, effective July 22. This subsidiary had previously operated in Florida as an exempt reporting advisor since March 2023, only able to serve venture capital funds or private funds managed in the U.S. with assets under $150 million; this registration removes that limit.Reports indicate that this license completes Securitize's compliance matrix surrounding tokenized securities, with its U.S. affiliates now covering registered investment advisors, registered broker-dealers and alternative trading systems, transfer agents, and fund management. The registration also occurred five days after SEC Commissioner Hester Peirce warned that on-chain treasury and lending strategies might touch upon investment advisor regulatory issues on July 22.U.S. stock market data shows that SECZ fell nearly 10% during trading on Monday, currently reported at $6.76 per share, with a total market capitalization of about $1 billion.

According to the 8-K document submitted by Strategy to the SEC, the company did not purchase Bitcoin from July 20 to 26, 2026, maintaining a holding of 843,775 coins, with a total holding cost of approximately $6.369 billion and an average price of about $75,476.During the same period, the company sold 5.4292 million shares of MSTR common stock through the ATM program, raising approximately $544.5 million; additionally, it repurchased 288,930 shares of STRC preferred stock for $25 million, with a remaining balance of approximately $975 million in the preferred stock repurchase program.As of July 26, the company's cash reserve balance was $3.75 billion, an increase of approximately $525 million from the previous week, sufficient to cover about 2.1 years of preferred stock dividend expenses.

According to South Korean media Asiae, six leading Silicon Valley venture capital firms, including Sequoia Capital, a16z, Khosla Ventures, Lightspeed Venture Partners, General Catalyst, and NEA, announced the signing of a strategic investment cooperation memorandum (MOU) with the National Pension Service (NPS) of Korea, planning to jointly explore investment opportunities, share investment information, and strengthen global venture capital布局.Furthermore, the South Korean government is accelerating the promotion of policies to attract overseas venture capital, coupled with the launch of the "National Growth Fund," which has a scale of 200 trillion won. The market expects that the Korean venture capital sector will see a simultaneous inflow of policy funds, private capital, and overseas capital, with strategic industries such as AI and semiconductors likely to receive more investment. However, industry insiders warn that if a large amount of capital concentrates on a few popular companies, it may inflate company valuations and create bubbles, potentially facing valuation adjustment pressure during future IPOs and mergers and acquisitions, affecting fund returns.

American fast food chain Steak n Shake tweeted that Bitcoin payments will be counted towards its Bitcoin strategic reserves."Compared to credit cards, the savings on processing fees allow us to reinvest the funds into improving the quality of our products and services. The loyalty of Bitcoin users is unparalleled."

According to Bitcoin.com, as of July 25, 2026, 10 publicly listed companies collectively hold over 1 million BTC. Strategy holds 843,775 BTC, valued at approximately $58 billion at current prices, making it the largest corporate holder of Bitcoin in the world.On the list, Twenty One Capital holds 43,514 BTC, Metaplanet holds 43,000 BTC, Mara Holdings holds 36,303 BTC, Bullish holds 24,300 BTC, and Strive holds 19,921 BTC. SpaceX holds 18,712 BTC, Coinbase Global holds 16,492 BTC, Riot Platforms holds 15,680 BTC, and Cleanspark holds 13,924 BTC.SpaceX went public on NASDAQ on June 12, 2026, raising approximately $85.7 billion in its IPO. Since 2026, Riot Platforms' stock price has increased by 73%, Cleanspark by 39%, and Mara Holdings by 31%. During the same period, Strategy has decreased by 40%, Metaplanet by 49%, Twenty One Capital by 48%, and Coinbase Global by 31%.

Zhao Changpeng reposted a previous post on the X platform about "whether to find the best entry point for long-term holding in a bull market or bear market," and replied "DCA."DCA stands for Dollar-Cost Averaging, which refers to investors investing funds at fixed intervals, reducing the impact of price fluctuations at a single point in time on the cost of their holdings by buying in batches.Zhao Changpeng also stated that if one does not understand this term, they can search and learn on their own, and emphasized that mastering basic financial terminology is very important.

Citrini analyst Jukan published a response to the recent market rumors regarding bearish notes on NAND and negative news about QLC price negotiations. It is not surprising that SanDisk accepted a price lower than the initial offer when signing a long-term agreement with Meta, as SanDisk is one of the most proactive NAND manufacturers in pursuing LTAs, planning to allocate over 50% of its total shipments to such agreements. Based on this strategy, it is naturally willing to accept LTA prices lower than the current quarterly contract price, and it cannot be inferred that "SanDisk cannot seamlessly resell all orders to higher-bidding North American customers."In response to rumors that Chinese module manufacturers were rejected by domestic CSPs when promoting eSSD, Jukan explained that Chinese CSPs have direct procurement channels with Yangtze Memory Technologies and that the issue is not a lack of demand. Regarding the claim that large-scale cloud providers are driving down prices for QLC eSSD, leading to some volumes not being sold, he believes that new cloud providers have sufficient demand to absorb these volumes.Jukan concluded by stating that negative headlines are more easily amplified when storage stocks perform poorly, but the fundamentals have not shown substantial deterioration. He reiterated that he remains bullish on storage. Previously, Jukan had stated that DRAM contract prices still have about a 40% upside potential until the end of 2027, and HBM supply continues to be tight. This clarification on the NAND side further solidifies his bullish stance on the entire storage sector.

According to official news, the Robinhood Chain ecological token issuance platform Memecoin.Fun announced the completion of a $3.5 million strategic financing. This round of financing was completed through the USDG Token, led by Becker Ventures, with participation from BitValue Capital, Mason Labs, Negentropy Capital, and angel investor Billy Wen.The announcement stated that this round of financing will be used to accelerate the construction of core products and infrastructure, including the Robinhood Chain Launchpad infrastructure; cross-chain bridge function development, as well as the research and operation of the revolutionary Memecoin All-chain Platform.