News linked to both this project and an event.
According to a post by a16z crypto researcher Robert Hackett and data advisor Ryan Holloway, the tokenized stock market is experiencing explosive growth. As of June 2026, the total market capitalization of tokenized stocks reached approximately $1.7 billion, representing a more than fivefold increase from $329 million a year earlier, making it one of the fastest-growing categories among tokenized assets. On-chain data shows that monthly transfer volume surged from $53 million last June to $9.22 billion this June, a year-over-year increase of more than 170 times. The market structure has also changed significantly: the proportion of crypto-related products dropped from 79% to 21%; the AI and chip category jumped from nearly zero to a market share of 15.5%; tech giants rose from 0.6% to 10.6%; and ETFs and indices increased from 4.5% to 17.3%. At the institutional level, DTCC has completed the first live trades of tokenized Treasury bonds and stocks on Digital Asset's Canton network, with full services planned to launch in October, which will open access for Wall Street to approximately $114 trillion in DTC custodied assets. Meanwhile, Robinhood has launched its own chain, NYSE's parent company announced a joint venture with OKX (pending regulatory approval), and Coinbase and Binance have also sequentially launched offerings for non-U.S. users.
According to Reuters, prediction market platform Polymarket announced it will launch a legal challenge against the decision by the French National Gambling Authority (ANJ) to block its website. ANJ unilaterally blocked access to Polymarket in France last week, citing "potential for significant gambling losses for users" and "risk of manipulation of platform bets." Polymarket expressed disappointment over this and stated it would seek relief through French legal procedures. Previously, the Spanish government temporarily banned Polymarket and its competitor Kalshi in May this year, and US derivatives regulators also released a new regulatory draft targeting the prediction market industry in June, indicating a clear trend of tightening global regulation.
According to Wintermute OTC trader @Jjay_dm, June CPI fell 0.4% month-over-month, the largest single-month drop since April 2020, overall inflation decreased from 4.2% to 3.5%, the market immediately priced in a hold for the July FOMC, and the probability of a rate hike in September also dropped from over 75% to 63%. However, the US restarted a naval blockade on Iranian ports and conducted air strikes for the fourth consecutive night, Brent crude surged 15.54% in a single week, reaching a high of $87 per barrel, pressure for energy inflation to rebound is accumulating, casting doubt on the sustainability of this CPI decline. Meanwhile, China's Moonshot released the open-source model Kimi K3, claiming performance comparable to frontier models from OpenAI and Anthropic, directly impacting the AI compute narrative, TSMC fell 7% in a single day, the Philadelphia Semiconductor Index recorded its worst weekly performance in 15 months, the Nasdaq dropped 4.16%, and Nvidia temporarily ceded the top spot in global market cap to Apple. The crypto market, however, strengthened against the trend, becoming the best-performing risk asset of the week. Within minutes of the CPI data release, BTC surged from around $62,000 to $64,900, ETH jumped 7% in a single day to $1,884, CoinGlass data showed approximately $134 million in short positions were liquidated within the first hour. BTC ETF
Institutional crypto trading platform Talos has integrated prediction market operator Kalshi, allowing some clients to trade Kalshi's event contracts and crypto perpetual contracts through existing digital asset trading infrastructure without needing a separate connection. Talos will provide algorithmic order types such as Iceberg, TWAP, and POV, as well as multi-leg execution for perpetual-to-perpetual and perpetual-to-spot spread trades. Institutional clients can also execute block trades of Kalshi contracts through its RFQ platform using participating OTC liquidity providers. Talos plans to expand its trading software to brokers and trading platforms later this year, enabling them to offer Kalshi event contracts directly to their clients upon authorization, and to launch a unified prediction market data feed that standardizes events, trades, order books, open interest, and implied probabilities across multiple platforms. A CoinGecko report shows that the prediction market recorded a notional trading volume of $113.8 billion in Q2, a 48.7% quarter-over-quarter increase; notional trading volume in June reached $52.8 billion, setting a new monthly record. Kalshi's market share rose from 42.4% in Q1 to 58.9%, while Polymarket's fell from 35.8% to 30.2%.
According to CryptoSlate, U.S. Federal Election Commission documents show that Cameron Winklevoss and Tyler Winklevoss donated a total of Bitcoin worth $10.018 million to the pro-Trump super political action committee MAGA Inc. on June 19, 2026. Relevant records also show that this batch of Bitcoin was subsequently sold through Gemini; the appearance of the Gemini name in the documents does not mean Gemini made a separate donation.
Paradis Labs stated on platform X that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose on the day, with SIVE, AEHR, and IQE gaining over 20%, and SNDK, MU, and AAOI rising over 10%.Paradis Labs noted that regardless of today's returns, gaining more clarity over the coming weeks will be more important: On July 22, GOOGL will release its Q2 earnings, which will serve as the first formal indicator of annual capital expenditure for approximately $750 billion in hyperscale cloud providers; On July 22-23, AMD will hold the Advancing AI event, where wafer foundry loading, advanced packaging, and laser-type demand roadmaps through 2027 can be observed; On July 23, INTC will report Q2 earnings, with 18A yield and foundry commitments potentially being major variables, while also providing insights into U.S. domestic manufacturing and packaging momentum; On July 23, IBM will report Q2 earnings, and with its market cap already down ~25%, the market's reaction to any guidance shortfall is worth watching; On July 24, 10% global tariffs expire, and new tariffs are expected to be imposed on dozens of countries, which could act as a stagflationary factor and influence the Fed's rate hike narrative; On July 27, Kimi K3's complete weights will be released; On July 28-29, the FOMC meeting will convene, with experts and Polymarket expecting rates to remain unchanged. It is noteworthy that a rate hike or a signal of a rate hike would represent the first true institutional shift for the AI trade; On July 29-30, META, MSFT, and AMZN will report earnings, providing more capital expenditure data; On July 30, the U.S. will release June core PCE.Paradis Labs also indicated that a ceasefire between the U.S. and Iran could be reached at any time. A 10-day proposal is currently on the table, while attacks continue. A formally confirmed ceasefire would be beneficial for oil prices and bullish for semiconductor stocks. The above is a high-level timeline of the key upcoming events, all of which will impact semiconductor stocks to varying degrees. When hyperscale cloud providers report earnings, AI capital expenditure will be the most important factor.
Nasdaq-listed Bitcoin mining company Bitdeer released its unaudited production and operations update for June 2026. The company mined 990 Bitcoins in June, a 388% increase year-over-year; self-mining hash rate reached 73 EH/s, with total managed hash rate at 86.1 EH/s and 243,000 self-owned mining machines. Its Sealminer manufacturing facility in Nevada has broken ground, with completion expected by the end of 2026.On the AI cloud business front, monthly ARR rose to $76 million, with GPU utilization at 95%, and delivery of the NVIDIA GB300 NVL72 cluster has been completed. Bitdeer's total global controllable power capacity has reached 3.02 GW, with multiple crypto data centers simultaneously advancing plans to transition into AI computing centers. (Globenewswire)
Bitget announces the listing of the MINIMAX Quanto Perpetual Contract MINIMAXHKDUSDT, supporting up to 20x leverage and 7×24-hour trading. As the industry's first TradFi Quanto Perpetual Contract, this product allows users to directly trade non-USD denominated overseas stocks such as HK stocks using USDT, without the need for foreign currency exchange throughout the process. The contract itself is quoted in HKD, while margin deposits and profit and loss settlements are both completed in USDT, simplifying the trading process while effectively avoiding additional risks caused by exchange rate fluctuations. According to the TokenInsight Q2 2026 Report, TradFi Perpetual Contracts have become the fastest-growing sector, with monthly trading volume surging from approximately $52 billion in January to $268 billion in June, a 5-fold increase. Against this backdrop, Bitget's TradFi contract trading volume in Q2 was approximately $69 billion, ranking second in the industry with a market share of 11.01%.
Odaily News: Nigerian President Bola Ahmed Tinubu has signed an executive order to coordinate virtual asset regulation, enhance cooperation between the country's financial, tax, and capital market institutions, and address the fragmentation of digital asset regulation. The executive order establishes a Virtual Assets Committee composed of heads from Nigeria's major financial regulatory agencies to guide relevant policies. Nigeria's tax authority will update digital asset policies and provide more details on the impact on taxpayers. Bayo Onanuga, Special Adviser to the President, stated that the executive order does not create new regulatory agencies nor transfer powers between agencies; each institution retains its statutory duties and independence, and registration requirements will be determined based on the nature of the activity and the assets involved. A June report from the International Monetary Fund (IMF) shows that since 2019, Nigeria has accounted for approximately 60% of stablecoin inflows in Sub-Saharan Africa; between July 2023 and June 2024, the country's cryptocurrency inflows reached approximately $59 billion.
Odaily Strategy Inc. Executive Chairman Michael Saylor posted a chart of the company's Bitcoin purchase history and current holdings on X on July 19, with the caption "What’s next?", but did not disclose any new transactions, funding sources, or plans to increase holdings. The chart shows that the company holds 843,775 BTC, accounting for approximately 4.02% of Bitcoin's fixed supply. Based on a market price of $64,312, the holdings are worth approximately $54.28 billion. The total cumulative purchase cost is about $63.83 billion, with an average purchase price of $75,653. Strategy has not purchased any Bitcoin since June 22, and its holdings remained unchanged during the week of July 6 to July 12. During the week ending July 12, Strategy sold 4,818,781 shares of MSTR common stock, generating net proceeds of $467 million. Of this, $450 million was used to increase its U.S. dollar reserves, bringing cash reserves to $3 billion. Company data shows that these reserves can cover 20.4 months of annual preferred stock dividend obligations, totaling $1.763 billion, and support interest payments on outstanding debt. Strategy previously sold 32 BTC between May 26 and May 31, generating approximately $2.5 million. On July 5, it sold another 3,588 BTC, generating approximately $216 million. Michael Saylor stated that the related funds were used to pay quarterly and monthly dividends.
According to Bloomberg, AI company Moonshot AI has reportedly informed investors that the company plans to go public within six months at the earliest. Sources revealed that Moonshot AI has officially distributed shareholder resolution documents to investors, seeking shareholder support for its listing in Hong Kong. Initiating this notification process means that the company could complete the IPO within the next six months at the earliest. Moonshot AI is currently completing a round of financing, and the company's valuation could exceed $30 billion post-financing. They stated that the company believes now is the right time to go public because its Annual Recurring Revenue (ARR, a key metric measuring future sales capability) reached $300 million in June.
According to Odaily, as of June 23, 2026, Foundry Digital, AntPool, ViaBTC, and F2Pool collectively control over 70% of the Bitcoin network's hashrate, with shares of approximately 31%, 18%, 13%, and 10% respectively. Foundry Digital is a US-based mining pool backed by Digital Currency Group, primarily serving large institutions and publicly listed mining companies. In the first half of 2026, D-Central reported a Nakamoto coefficient of 3, meaning that just three mining pools would be enough to produce more than half of the blocks. ViaBTC faced stricter regulatory scrutiny in 2026, prompting some miners to shift to alternative pools like EMCD.
U.S. Senator Elizabeth Warren on July 16, 2026, asked President Donald Trump to release a full financial disclosure through July 15, covering his cryptocurrency income. The Senate is currently reviewing the CLARITY Act, a crypto market structure bill. The U.S. Office of Government Ethics released Trump's 2025 annual public financial disclosure on June 30, 2026. Warren stated the report shows Trump's crypto-related revenue at approximately $1.4 billion, more than double his total income in 2024, with crypto businesses accounting for the vast majority of his disclosed income. The disclosure documents show that Trump family members hold a 30% ownership stake in DT Marks Defi LLC, an entity whose assets include a Coinbase account valued at over $100 million, as well as a 38.25% interest in WLF Holdco LLC. DT Marks Defi LLC generated over $590 million in revenue in 2025. Trump stated on July 2 that the related income "is not illegal in any way, nor is there any problem," adding that his involvement in cryptocurrency predates his second term. He said he does not personally track profit details and noted that large institutions manage his investments.
Odaily Strategy founder Michael Saylor published a lengthy post on July 18, listing 100 reasons to oppose BIP 110. He stated that the proposal would impose restrictions on a currently valid but controversial class of transactions through Bitcoin's consensus rules, constituting governance intervention in certain use cases. BIP 110, full name "Reduced Data Temporary Softfork," was marked as Complete on Github on June 25, 2026. The proposal is planned to run for approximately one year and introduces seven new consensus restrictions, including an 83-byte limit on OP_RETURN outputs, a 256-byte cap on certain payloads and witness items, as well as restrictions on some Taproot-related structures. Michael Saylor pointed out that BIP 110 adopts a 55% miner signaling threshold, lower than the 95% threshold in the standard BIP 9 process, and removes the regular timeout and FAILED status. He believes that using a lower threshold for controversial rule changes increases the probability of a chain split and could potentially affect miner fee revenue and long-term network security. He argued that existing Bitcoin relay and mining strategy tools already allow node operators and miners to restrict unwanted transaction types without the need to change the network's consensus rules. Michael Saylor also stated that Bitcoin's base layer should remain conservative and opposed the use of consensus soft forks to regulate controversial use cases.
According to the latest poll released by CNBC, American pessimism over the economic outlook has intensified, with 61% of respondents expressing pessimism about the current economic conditions and future trajectory — the highest level since December 2023. Only about a quarter of respondents hold an optimistic view. The survey shows that a majority attribute economic pressures to President Trump's economic policies. Regarding Trump's handling of the economy, 60% of respondents expressed dissatisfaction, while only 38% approved — one of the lowest ratings on this metric in his political career.Micah Roberts, a partner at Public Opinion Strategies, stated that the overall mood among voters is currently low, with those expecting the situation to worsen outnumbering those expecting improvement by 41% to 29%. Market confidence is entering a trough phase ahead of the midterm election cycle.Meanwhile, rising living costs are forcing American consumers to cut spending. The survey found that 47% of respondents are reducing spending on necessities such as food and healthcare — up 6 percentage points from April. About two-thirds of consumers are cutting back on non-essential spending like dining out.A separate study conducted by Bain & Company in collaboration with NielsenIQ showed that U.S. grocery purchases in June fell by 1.8% year-over-year, a sharp reversal from the 0.1% growth recorded during the same period last year.Kurt Grichel, head of Bain's U.S. retail practice, noted that a typical grocery run that cost around $300 in 2019 may now require $400. The "sticker shock" from price increases is now affecting a broader range of consumers, including higher-income households.Analysts point out that high food prices, elevated fuel costs, and the Trump administration's cuts to certain social welfare programs are collectively increasing pressure on consumers. The survey found that four out of five U.S. consumers are trying to reduce spending, with more than a quarter actively cutting back on food purchases. Among them, over half have switched to cheaper brands, while 49% are buying fewer items. (ibtimes)
Odaily Odaily News Polymarket traders pushed the probability of the CLARITY Act being signed into law this year to 35% on July 17, recovering from a low of 24% on July 13. The contract had approached 74% in May, before falling to 48% in June as negotiations dragged on. Senate Republicans plan to release the final text of the CLARITY Act after meeting with US President Donald Trump. Senator Bernie Moreno said the updated text will be released after the meeting, with the target for Senate floor consideration set for the week of July 20. The bill needs 60 votes in the Senate to pass. Republicans currently hold 53 seats, requiring at least 7 Democratic votes in support. Democratic negotiators say the draft to be submitted to the chamber is not the version they agreed to. The dispute centers on ethics clauses involving Trump's business interests in the crypto industry.
TON Strategy Company (TONX), a Nasdaq-listed digital asset reserve company, announced it has substantially completed the phase-out of its legacy social e-commerce and software businesses inherited from Verb Technology, and disclosed preliminary performance data for its June staking operations. TON Strategy stated that this adjustment aims to optimize its cost structure, allowing the company to focus its strategy more sharply on managing the Gram token reserve and supporting the development of the TON ecosystem. The current phase-out primarily involves:Legacy agency business and live-streaming shopping services from MARKET.live;Business related to the LyveCom social e-commerce software.TON Strategy expects this adjustment to reduce the company's annual cash operating expenses by approximately $4 million and further streamline its operational structure. The related financial impacts are expected to begin appearing in the financial reports for the second quarter of 2026, and to be fully reflected in subsequent quarters. (Globenewswire)
a fraud review commissioned by the UK government recommends that the Judicial College provide training for all judges and magistrates in England and Wales to address the rise in cases involving AI fraud and money laundering via cryptocurrency. The report argues that the Fraud Act 2006 is generally adequate for handling AI fraud, but the issue lies in the courts' lack of preparedness for adjudicating such cases. It recommends assessing whether the existing "Long and Complex Trials" course should be updated or replaced with specialized modules on fraud and related offenses, and considering mandatory training for judges who may preside over complex fraud cases. The report states that fraud could soon account for half of all crime in England and Wales, with an estimated 4.1 million cases occurring in the year to June 2025, affecting 1 in 14 adults and 1 in 4 businesses. The Financial Ombudsman Service estimates that over half of investment scams now involve crypto assets. The report also references the case of Qian Zhimin, who operated a Ponzi scheme in China, defrauding over 128,000 victims of approximately £5 billion and laundering the proceeds into Bitcoin. This case led to the largest confirmed Bitcoin seizure in UK history, involving over 61,000 BTC. Qian Zhimin was sentenced to 11 years and 8 months in prison at Southwark Crown Court in November.
, According to official sources, BitMart has released its 2026 first-half report. The report indicates that against a backdrop of significant pressure in the cryptocurrency market, BitMart has continued to advance product development, asset expansion, and global compliance layout, demonstrating strong platform resilience.During the reporting period, BitMart's Assets Under Management (AUM) grew approximately 256% quarter-over-quarter, and the average user lock-up period extended nearly fivefold. In terms of trading business, BitMart listed 495 new spot assets, bringing the total number of spot assets to over 1,900. Additionally, it added 492 new perpetual contract trading pairs and 197 new TradFi-related assets, further diversifying the asset classes available to users.Prediction markets, payments, and Web3 became BitMart's new growth engines in the first half of the year. During the reporting period, the cumulative card issuance for BitMart Card reached an all-time high, with transaction volume growing by 300%. The launch of the prediction market also served as a new user gateway, with June trading volume surging over 1,500% month-over-month, further enriching the platform's user engagement scenarios.
Tony Welch of SignatureFD stated that the market has overestimated the likelihood of the Federal Reserve raising interest rates. After the weak June CPI inflation data, futures markets reflected a lower probability of a rate hike this month, but data from the CME Group indicated that at least one rate hike this year remains possible. Welch said that regardless of fluctuations in fuel prices, inflation is trending downward. He noted that currently, there is no wage growth that could sustain broad-based inflation across the entire economy. Welch expects Fed Chair Powell to attempt to keep inflation expectations near the Fed's 2% target and use rhetoric to help set and stabilize those expectations.