News linked to both this project and an event.
According to previous patterns, Strategy typically discloses information on changes in its Bitcoin holdings the day after relevant news is released.
Michael Saylor, founder and Executive Chairman of Bitcoin treasury company Strategy, has once again released information related to the Bitcoin Tracker. Based on previous patterns, Strategy typically discloses changes in its Bitcoin holdings the day after such announcements.
Decentralized stablecoin USDD announces additional TRX-exclusive bonuses to the sUSDD market on Pendle, while simultaneously increasing base USDD rewards. The additional benefits include 22,000 USDD and 13,000 TRX, as well as Pendle market rewards (approximately 30% of the value of the USDD and TRX rewards). The event runs from today until July 30 at 08:00 (Singapore Time). USDD officially notes that users can leverage the current high liquidity and low borrowing costs of the Morpho PT-sUSDD/USDT pool to enhance asset utilization and further maximize yields. With this round of USDD incentive injection, sUSDD YT-side yields are expected to reach new highs. Users are advised to seize this window of opportunity and lock in high-yield opportunities through Morpho loop lending immediately.
According to Cointelegraph, Michael Saylor stated that Strategy has optimized and upgraded its Bitcoin metric system, launching a new measurement methodology covering Bitcoin, Digital Credit, and Digital Equity, further integrating Bitcoin into a systemic financial framework.
Michael Saylor posted on X, stating that the Bitcoin capital market requires a new financial language. Strategy has optimized its indicators to more accurately measure Bitcoin, digital credit, and digital equity. Metrics such as Net BTC, Net BPS, BTC Hurdle ARR, and BTC Floor ARR are now live on Strategy.com.
: Bitcoin financial product platform Lombard Finance has announced the launch of the Bitcoin Onchain Credit Strategy, with global trading firm Flow Traders as the first pilot partner. Under this solution, Flow Traders can borrow stablecoins for market making without providing on-chain collateral. Its collateral security is provided by Bitcoin deposited in the Lombard Bitcoin Earn yield product, and underwriting is completed through the Cap private credit platform. (The Block)
According to the official press release, Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy, and Strategy, nine leading financial institutions and Bitcoin companies, jointly announced the establishment of the Bitcoin Security Consortium on July 23, 2026. The members independently committed to contributing a total of $15 million over the next three years to support long-term security research for the Bitcoin network, with a focus on development work in the field of post-quantum cryptography. The consortium's daily affairs are coordinated on a voluntary basis by Brink Executive Director Mike Schmidt; it will not intervene in protocol development or specific change decisions and will regularly release Bitcoin security status reports to investors and the public.
According to Bitcoin Magazine, the head of Coinbase Canada stated that the company is pushing to expand its business footprint in Canada, with the goal of building an "all-in-one exchange" covering crypto assets, tokenized stocks, and prediction markets. The plan aims to leverage blockchain technology to provide a more efficient, 24/7 trading experience. Currently, Coinbase is coordinating with Canadian regulators regarding the launch of related products.
According to Decrypt, Strategy Executive Chairman Michael Saylor recently published a long article titled "110 Reasons BIP 110 Is a Bad Idea," comprehensively opposing the Bitcoin BIP-110 soft fork proposal. BIP-110 aims to temporarily restrict non-financial data such as Ordinals and inscriptions from being on-chain by tightening consensus rules. Supporters (including developer Luke Dashjr and the Bitcoin Knots camp) characterize it as an "anti-spam transaction" measure. Saylor raised three core objections to this: • Precedent Risk: Bitcoin cannot identify data "intent"; blocking a type of usage via consensus means will set a dangerous template for future innovations targeting privacy tools, stablecoin settlements, etc., "The restriction period is about one year, but the precedent exists permanently" • Activation Mechanism Risks: BIP-110 lowers the miner signaling threshold from 95% to 55%, and removes the proposal natural expiration option. With the current signaling rate below 1%, inconsistent execution could lead to network split • Classification Controversy: Saylor believes "spam" is not a consensus-layer concept; dislike for a certain type of usage does not equal invalidity. "Bitcoin does not need guardians of purity, but guardians of neutrality" Saylor's stance aligns with Blockstream CEO Adam Back, Casa Co-founder
Odaily Strategy Executive Chairman Michael Saylor published a 110-point article opposing the proposed Bitcoin soft fork BIP-110. BIP-110 plans to tighten Bitcoin's consensus rules within about a year, restricting the technology used for embedding arbitrary data, targeting non-financial data such as Ordinals and inscriptions. Michael Saylor stated that BIP-110 would invalidate currently valid transactions that pay fees through consensus changes, and claimed that Bitcoin cannot differentiate data intent. He believes that including a specific use case within the consensus layer restrictions would set a governance precedent. While the specific restrictions would expire in about a year, the precedent would not disappear. He also opposed the proposal's activation design, stating it lowers the miner signaling threshold from the 95% used in earlier soft forks to 55%, and removes the option that typically allows proposals to naturally expire. Data from a proposal monitoring dashboard shows current signaling support is below 1%. The mandatory signaling window for BIP-110 is scheduled to open in August, with a target activation date around September 1st. Michael Saylor's stance aligns with Blockstream CEO Adam Back, Casa's Jameson Lopp, and Bitcoin proponent Samson Mow. Opponents include developer Luke Dashjr and the Bitcoin Knots camp.
According to official announcements, the 7th phase of the Strategy campaign collaborated between decentralized stablecoin USDD and Binance Wallet officially launched on July 19 at 8:00 (Singapore Time), and the campaign will continue until September 7 at 07:59. This phase will offer a reward pool totaling 800,000 USD worth of USDD. Users can participate by depositing at least 100 USDT via the Binance Wallet Strategy section and will automatically qualify to share the rewards. It is understood that existing campaign users do not need to take any further action and will automatically participate in the 7th phase. Campaign Entry: Binance Wallet Strategy Page. For more details, please visit: https://usdd.io.
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.
Michael Saylor, founder of Bitcoin treasury company Strategy, has once again posted information related to the Bitcoin Tracker, captioned "What's next?". According to previous patterns, Strategy typically discloses information on increasing its Bitcoin holdings the day after relevant news is released.
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.
Claude announced that effective July 20, Fable 5 will be officially included in the Max and Team Premium subscription plans, and users will receive usage rights equivalent to 50% of the full quota. Pro and Team Standard users can still access Fable 5 by using credits and will receive a one-time $100 quota compensation. Claude stated that due to the difficulty in accurately predicting the scale of demand after Fable 5's launch, a phased rollout strategy was previously adopted, and the scope of subscriber access was expanded multiple times as compute resources increased. This process brought uncertainty to some users, so this adjustment aims to allow users to more clearly understand the model usage rights included in the subscription plans. In the future, continued investment will be made to expand compute capacity, and Fable 5's access policy will be continuously updated based on capacity conditions.
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)
QCP Capital 发布报告指出，本周市场最明显的特征是“分歧”：在原油、利率、中国经济和加密货币资金面等领域，表面叙事与底层基本面出现明显背离。加密货币方面，Strategy 调整了融资路径，通过股权融资提升美元储备，而未动用其比特币持仓。
the South Korean government has announced the "2026 H2 Economic Growth Strategy," declaring it will accelerate three major "super projects" in semiconductors, AI data centers, and embodied AI. It also plans to enhance industrial competitiveness through blockchain and digital asset ecosystem development. According to the plan, South Korea aims to double its memory chip production capacity over the next five years and launch an AI chatbot for all citizens and a unified AI education platform in the second half of this year.Notably, the South Korean government proposed advancing large-scale demonstration projects for the blockchain and digital asset ecosystem in the second half of this year. It also intends to launch a blockchain-based pilot for tokenizing government bonds, exploring linkages with the Bank of Korea's institutional CBDC to drive financial infrastructure upgrades. Additionally, South Korea plans to establish strategic investment accounts and a national growth fund to expand long-term capital support for strategic industries such as artificial intelligence, quantum technology, security, and blockchain. (Etoday)
According to official announcements, Strategy announced that the company has entered into a strategic partnership with InsuranceMarket.ae to support the latter in advancing its initiatives related to artificial intelligence and data-driven decision-making.
Odaily News: Michael Saylor posted Strategy's orange dot Bitcoin accumulation chart on X on July 12. Strategy previously sold 3,588 BTC between June 29 and July 5, generating $216 million to support preferred share obligations and strengthen its U.S. dollar reserves. The chart shows Strategy has made 113 BTC purchase events, holding 843,775 BTC with a total purchase value of approximately $63.69 billion and an average purchase price of about $75,476. Strategy’s latest dashboard reveals that its BTC holdings are valued at approximately $53.991 billion based on a BTC price of $63,988. MSTR has a market cap of $35.17 billion, an enterprise value of $54.838 billion, an mNAV ratio of 1.02, U.S. dollar reserves of $2.55 billion, debt of $6.754 billion, and preferred stock value of $15.464 billion. (Bitcoin.com News)