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According to Gate market data, the Hong Kong stock market closed with the Hang Seng Index rising by 0.2% and the Technology Index falling by 1.25%. New Oriental rose over 18.8%, JD Logistics rose over 3.5%, Zhihui fell over 16.5%, and Zhongji Xuchuang closed down 2% on its first day of listing.

Cryptocurrency payment company Alchemy Pay recently obtained a Money Transmitter License (MTL) in the state of Michigan, increasing the number of state-level MTL licenses held in the U.S. to 19. Following the acquisition of the MTL in Illinois, this new license further expands Alchemy Pay's compliant payment coverage in key economic regions of the United States.

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 Jinshi reports, foreign media analysis states that U.S. President Trump is continuously pressuring the new Federal Reserve Chairman Waller to cut interest rates as soon as possible, but Wall Street investors are increasingly betting on the opposite outcome.The market generally expects that the Federal Reserve will maintain interest rates at its meeting on Wednesday. Trump has previously stated that interest rates should be lowered, but even if the Federal Reserve ultimately chooses to raise rates, Trump's criticism may not necessarily be directed at Waller.

ChianCatcher news, Solana officially announced that the mainnet has launched 100M CU blocks. SIMD-0286 increases the block computing unit limit from 60M to 100M, with a capacity increase of 66%.The official stated that about 1/9 of the blocks were operating close to full capacity during peak on-chain activity in the past year, and 100M CU provides more space for the network. This move is just the first step, and subsequent upgrades such as Alpenglow and 200ms slot time will be promoted.

According to Gate market data, the Hong Kong stock market closed with the Hang Seng Index rising by 1.96% and the Technology Index rising by 2.84%. Automotive stocks performed strongly, with Li Auto (02015.HK) rising nearly 10%, Leapmotor (09863.HK) rising by 9.5%, and Xiaomi Group (01810.HK) rising nearly 9%.

Co-founder of the crypto wallet Solflare, Vidor, posted on the X platform that operations have been halted due to the solvency issues of the card issuer partner Kulipa, and the Solflare Card has suspended services. Vidor emphasized the safety of user funds, as the Solflare Card uses an end-to-end self-custody model—funds are deducted directly from the user's wallet without the need for deposits or top-ups, and no user funds are held by the card issuer.The team had made efforts to help Kulipa find a buyer and explore continuity solutions, but to no avail. A new version of the Solflare Card is in development, which will include features such as Apple Pay and Google Pay, higher limits, and cashback, while still maintaining self-custody, and is expected to launch in a few weeks.

According to on-chain analyst Yu Jin's monitoring, Arthur Hayes spent 6.32 million USDC to buy 3,298 ETH through over-the-counter trading via FalconX and Galaxy Digital 2 hours ago.Since July 15, Arthur Hayes has spent a total of 13.82 million USDC to buy 7,212.6 ETH, with an average purchase price of about 1,916 USD.

CryptoQuant analyst Axel Adler stated that the current bear market phase of Bitcoin has seen the highest historical scale of holder realized losses, with the 30-day moving average (30DMA) of realized losses reaching $1.37 billion in February 2026, which is 19% higher than the cycle peak of $1.15 billion in 2022. Data shows that since the February peak, Bitcoin realized losses have decreased by 56.5%, currently down to about $597 million; meanwhile, the scale of realized profits has only slowly recovered to $257 million.Axel Adler pointed out that the sell-off pressure driven by losses has significantly weakened, but the market has not yet seen a sustained recovery in demand, with the rate of loss decline still outpacing the rate of profit recovery. Historically, on February 20, 2026, realized losses reached $1.37 billion, setting a historical high for this metric; the highest realized loss in the 2022 cycle was $1.15 billion, occurring on June 30, 2022. In terms of realized profits, as of July 23, the 30DMA of Bitcoin realized profits was $257 million, a decrease of 92.7% from the peak of $3.51 billion set on December 10, 2024; it was also down 77.7% from when Bitcoin hit its historical high of $124,710 on October 6, 2025. This metric had previously hit a low of $191 million on June 14, 2026, and has since rebounded by 34.7%.Axel Adler indicated that the selling pressure from profits has significantly decreased, and the amount of coins sold for profit is still at a low level in this cycle, but this does not mean that sellers have completely exhausted themselves, nor does it indicate that market demand has recovered. If realized profits continue to rise above $400 million to $500 million, it would further confirm a sustained improvement in the market. Additionally, the Bitcoin realized profit/loss ratio has rebounded from a low of 0.26 in June to 0.43, but it is still below the level of 1. Analysts noted that although the absolute scale of realized losses in the current cycle exceeds that of 2022, the relative market pressure remains lower than in 2022. Since Bitcoin's historical peak, there have been 190 days out of the past 291 days where realized losses exceeded realized profits. Axel Adler warned that if the profit/loss ratio falls below 0.26 again, accompanied by a price drop below the cycle low of $58,535 set on June 30, it could indicate further intensification of market pressure.

According to a post from Odos's official X account, the operating company of the DeFi liquidity aggregation protocol Odos announced the closure of its business. The specific timeline is as follows: Starting from July 23, new account registrations, new wallet creations, and new limit order functions have been disabled, while existing users can still exchange and close positions normally; from July 27 to 30, the application will switch to read-only mode, allowing users to view historical transaction records and balances; on July 30, all Odos services will be permanently shut down.Odos is a non-custodial protocol, and user assets remain on-chain. Users who created wallets by logging in with social accounts or email must complete asset transfers or private key exports before July 30. In addition, the ODOS token exists independently on-chain, and the company's closure does not affect its on-chain mechanism. Odos DAO will announce subsequent plans separately.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

OpenAI's programming agent Codex and office agent ChatGPT Work have a combined weekly active user count of 10 million. Just 9 days ago, it was 6 million. OpenAI subsequently reset the usage limits for paid users of both products.In March of this year, Codex had only 2 million weekly active users, and now the combined total for both products has expanded to 5 times.OpenAI had previously promised that for every additional 1 million users from 3 million to 10 million, the usage limits would be reset. This is the final milestone of this commitment.

On July 17, Interlace and BlockSec jointly held the summit "The Next Decade of Payments: Digital Currency, AI Agents, and the New Global Financial Order." The event brought together industry guests from AI, Web3, security, and payments to discuss the development trends of stablecoin payments, security compliance, AI agents, and global payment infrastructure.BlockSec co-founder Zhou Yajin and Interlace founder and CEO Michael Wu delivered keynote speeches on "Security and Compliance in Crypto Payments" and "Agentic Payment and the New Infrastructure of Global Finance," respectively, sharing their latest observations on the development trends of digital asset payments. As the scenarios for stablecoin payments continue to expand, the security compliance system and the construction of a new generation of payment infrastructure are becoming key supports for driving industry development. In the future, payment infrastructure will not only serve the function of capital flow but will also further evolve into a programmable, trusted, and verifiable value transfer system, providing underlying support for the connection between digital assets and real-world commerce.At the event, Interlace also officially released the white paper "The Value Transmission Layer of the AI Economy: From Concept to Implementation." The white paper was jointly initiated with ecosystem partners such as Bitget, BlockSec, Cobo, Conflux, Stable, Xagent, and Hetu, systematically defining the architecture, standards, and implementation paths of Agentic Payment infrastructure, providing a reference for value transfer in the era of the AI economy.

According to Cointelegraph, ARK Invest's research director Lorenzo Valente published a rebuttal to a16z crypto's view that "traditional finance will adopt blockchain rather than DeFi," arguing that institutions will increasingly rely on DeFi infrastructure in the future.Valente stated that public chains are leading private chain projects in actual development, with the growth of tokenized assets on open networks like Ethereum as an example. He also believes that crypto-native companies like Circle and Coinbase are better positioned than traditional financial institutions to build the next generation of financial infrastructure.a16z crypto previously stated that banks and asset management institutions would not directly adopt DeFi but would choose blockchain technologies that comply with existing regulatory, governance, and operational requirements, including features like tokenization and atomic settlement, while continuing to maintain licensing and institutional control.Sentora co-founder Jesus Rodriguez also disagreed with a16z's viewpoint, suggesting that institutions might adopt the underlying infrastructure of DeFi and overlay compliance, custody, and other enterprise-level controls on top of it.

Strategy MSTR CEO Phong Le stated that the plan is to bring STRC back to par value and restore Bitcoin holdings. Strategy will continue to increase its dollar reserves, as this has a dilutive effect on its per-share Bitcoin.Phong Le also mentioned that retaining 2 to 3 years of dividends in dollar reserves is an important part of its capital plan, in order to issue more preferred shares in the future.

According to on-chain analyst Darkfost (@Darkfost_Coc), the current proportion of loss UTXOs in the Bitcoin market continues to expand, with the loss/profit UTXO ratio rising to an extreme range, a level that has historically only appeared during deep pressure periods of bear markets.Darkfost pointed out that this indicator measures market sentiment by calculating the ratio of profit and loss UTXOs, unaffected by the absolute value distortion of BTC prices, and has strong historical consistency. The current reading shows significant pressure from holding losses, which has certain accumulation value from a long-term perspective; however, caution is needed when market sentiment shifts, as the rapid increase in the number of profit UTXOs could sharply drive up the ratio, which may signal a potential local top.

According to Jinshi reports, analyst Matthew Weller stated that the overall monthly inflation rate is expected to record negative growth for the first time in over a year, which will alleviate market concerns about the Federal Reserve's imminent interest rate hike.The reopening of the Strait of Hormuz has led to a significant drop in energy prices, while the impact of Trump's tariffs has largely been absorbed by the market. The federal funds futures market is currently pricing in a 35% probability of the Federal Reserve raising interest rates at this month's meeting.

According to on-chain analyst Yu Jin's monitoring, the ETH/BTC exchange rate has recently rebounded from 0.02524 to 0.02855. A certain whale specializing in ETH/BTC exchange trading exchanged 13,708 ETH for 393.4 BTC half an hour ago, worth 25 million USD, shorting the ETH/BTC exchange rate, with a transaction rate of 0.02855.This whale is a coin-based trader; if the exchange rate falls, they can exchange back for more ETH. Over the past six months, through multiple exchange rate trades, they have increased their coin-based holdings by 6,475 ETH, worth 11.78 million USD.