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Bitcoin Treasuries.NET posted on platform X that the Brazilian listed company OranjeBTC (OBTC3) has additionally purchased 8 BTC, currently holding a total of 3912 BTC, ranking 24th in Bitcoin 100.

Token Terminal data shows that despite a cumulative decline of about 42% in the overall total locked value (TVL) of DeFi over the past 365 days, the USDC deposit scale on the lending protocol Morpho has grown by about 86%, reaching approximately $2.8 billion.The data indicates that amidst the overall slowdown in DeFi growth, funds continue to flow into on-chain lending protocols represented by Morpho, reflecting that the market demand for USDC yield-bearing lending products remains strong.

According to PR Newswire, Bitmine announced that it has purchased an additional 27,801 ETH in the past week and stated that it will continue to maintain the steady accumulation pace established since 2026. The company expects to achieve its so-called "Alchemy of 5%" target within the year.As of July 12, Bitmine holds a total of 5.77 million ETH, of which 4.917 million ETH (approximately 85% of the holdings) have been staked. Based on an ETH price of $1,820, the total value is approximately $9 billion. The company expects an annualized staking income of about $242 million based on a 2.70% annualized staking yield, and if all ETH is staked, the annualized staking rewards could reach $284 million.In addition, Bitmine stated that it has launched an institutional-grade Ethereum staking platform, MAVAN (Made in American Validator Network), this year, which will be opened to institutional investors, custodians, and ecological partners in the future.Bitmine claims that it has become the largest ETH reserve institution in the world, and ranks second globally in terms of cryptocurrency asset reserves, only behind Strategy, which holds 843,775 BTC. The company also stated that the GENIUS Act and the U.S. SEC's Project Crypto will drive the transformation of digital asset financial infrastructure, with significance comparable to the impact of the end of the Bretton Woods system in 1971 on the modernization of Wall Street.

According to the latest disclosure from the U.S. Office of Government Ethics (OGE), Trump earned over $1.4 billion last year through his family-led cryptocurrency projects (including World Liberty Financial and Trump Meme Coin).According to an analysis by Reuters, by the end of 2025, the value of the traditional stock and bond portfolio held by Trump is expected to increase to between $703 million and $2.6 billion, a significant rise from the $225 million to $608 million range at the end of 2024.The report states that the proceeds from his cryptocurrency projects were subsequently allocated to traditional financial assets. In addition, data shows that as of April this year, retail investors participating in the four cryptocurrency projects supported by Trump have incurred cumulative losses of about $2.3 billion. The White House responded that Trump's related assets are managed by an independent third-party institution with full authority.

Strive CEO Matt Cole posted on the X platform stating that the company purchased an additional 18 BTC last week, with a total value of approximately 1.2 million dollars, at an average purchase price of about 64,028 dollars/BTC. The company's total Bitcoin holdings have increased to 19,900 coins.

According to SEC filings, Strategy sold approximately 4.82 million shares of MSTR stock through the ATM (At-The-Market) program during the week ending July 12, raising a net amount of about $466.7 million.During the same period, Strategy did not make any Bitcoin purchases, maintaining its holdings at 843,775 BTC, with a total cost of approximately $63.69 billion based on an average purchase price of $75,476.In addition, Strategy disclosed that the company did not conduct any stock buybacks from July 6 to July 12, and as of July 12, cash reserves were approximately $3 billion.

According to SEC filings, Strategy sold approximately 4.82 million shares of MSTR stock through the ATM (At-the-Market) program during the week ending July 12, raising a net amount of approximately $466.7 million.During the same period, Strategy did not make any Bitcoin purchases, maintaining its holdings at 843,775 BTC, with a total cost of approximately $63.69 billion based on an average purchase cost of $75,476. Additionally, Strategy disclosed that the company did not conduct any stock buybacks from July 6 to July 12, and as of July 12, cash reserves were approximately $3 billion.

According to a report by Reuters on July 13, the South Korean government announced plans to draft a budget expenditure for the fiscal year 2027, which will reach a historic high of over 800 trillion won (approximately 530.97 billion USD). The expansion of this budget scale is mainly attributed to strong tax revenue growth brought about by the prosperity of the AI chip industry.The South Korean government stated that the funding for the budget will rely on increased tax revenue and the restructuring of existing expenditure items amounting to about 50 trillion won. In terms of fund allocation, the three major "giant projects"—chips, AI data centers, and physical AI—will receive the highest financial priority.In addition, South Korean President Lee Jae-myung emphasized that this is a critical period for determining global AI dominance. To this end, South Korea plans to establish a "Future Response Fund" as a strategic investment platform, which will specifically invest excess tax revenue in four key areas: youth, growth engines, regional development, and talent cultivation, to ensure that corporate investments proceed as planned.

Bitget CEO Gracy Chen posted on the X platform, pointing out that the situation in the Middle East changed dramatically this weekend. As the traditional U.S. stock market closed and global traders sought outlets, Bitget's U.S. stock tokens (rToken) served as RWA assets supporting 24/7 trading, absorbing the overflow of trading demand. Data shows that the trading volume of rToken reached ten times that of the previous week, with an increase of about 2.2 times compared to the average of weekends in June; among them, rNVDA, rMU, and rGOOGL ranked in the top three for trading volume, and the weekend trading activity of VIP users on the platform was stronger than the average user.Gracy Chen emphasized that although the absolute trading volume of U.S. stock tokens over the weekend is still in its early stages, the moments of market volatility have highlighted the importance of 24/7 trading.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:ANSEM (9cRC....ump): Currently priced at $0.2632, market cap of $300 million, 24h increase of +26%, 24h trading volume of $29.07 million, number of trades 92,980;febu (4ko5....ump): Currently priced at $0.0023, market cap of $2.26 million, 24h increase of +19.3%, 24h trading volume of $5.58 million, number of trades 59,691;HOME (gsoZ....ump): Currently priced at $0.0003, market cap of $210,000, 24h increase of +20%, 24h trading volume of $4.35 million, number of trades 72,312;CASHPIGGY (6wtZ....ump): Currently priced at $0.0001, market cap of $3,150, 24h increase of +43.7%, 24h trading volume of $330,000, number of trades 118,368;POINTLESS (D4pi....ump): Currently priced at $0.0001, market cap of $50,000, 24h decrease of -59.2%, 24h trading volume of $600,000, number of trades 71,317;

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.

According to a post by CoinMarketCap on X, Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered Bank, expects that the number of announcements related to traditional financial institutions accessing DeFi may increase by 10 to 20 times in the next 3 to 12 months.

According to Token Terminal data, in the past week, the amount of ETH bridged from the Ethereum mainnet (L1) to Robinhood Chain (L2) has increased by about 10 times, exceeding 100 million USD.It is reported that Robinhood Chain uses ETH as its native Gas token. Token Terminal indicates that if the adoption of this chain continues to grow, it may become a new important source of demand for ETH.

According to Arkham monitoring, Morgan Stanley has once again "bought the dip" in the past two weeks, increasing its holdings by nearly 1,000 BTC through its spot Bitcoin exchange-traded fund MSBT.As of now, its total Bitcoin holdings have reached 5,761 coins, valued at over $369 million.

Analyst Darkfost pointed out that since October 2025, the total market value of global Bitcoin treasury companies has shrunk from $396 billion to $272 billion, evaporating over $100 billion. During the same period, the total amount of Bitcoin held by these companies increased from 953,000 to 1.14 million—this decline in market value is entirely driven by the drop in coin price, rather than selling off.However, it is worth noting that since Bitcoin entered a significantly undervalued range in May of this year, the pace of accumulation has sharply slowed, nearly coming to a standstill. The most intensive buying period for these companies was concentrated between November 2024 and October 2025, with the holdings tripling in less than a year, and the buying price range was approximately $75,000 to $125,000—right in the historical high price range of Bitcoin.The current question is: since these companies have built up significant positions in the top range, will they sell at lower levels? Strategy has recently taken the lead in selling Bitcoin; will this behavior be emulated by other treasury companies, becoming a new source of selling pressure in the market? With the current total holding of 1.14 million coins, if more companies are forced to reduce their positions in a sluggish market to alleviate financial pressure, it could pose additional downside risks to Bitcoin prices.

According to GMGN market data, the market capitalization of Robinhood Chain Meme coin CASHCAT briefly surpassed its historical high, currently reported at 200 million USD, with a daily increase of over 20%.Meme coin prices are highly volatile, largely driven by market sentiment and trending events, lacking actual value support, and investors need to be aware of the risks.

According to GMGN market data, the market capitalization of the Solana chain meme coin febu has risen to over 5.6 million USD, currently reported at 5.5 million USD, with an intraday increase of over 280%, continuing to set a new historical high.The price of meme coins is highly volatile, largely driven by market sentiment and trending events, lacking actual value support, and investors need to be aware of the risks.

According to Coinglass data, the total contract open interest for BTC has increased by 5.42% in the past 24 hours, with the current total open interest at 48.114 billion USD. Among them, the open interest for Binance is 9.013 billion USD, OKX is 2.586 billion USD, Bybit is 4.36 billion USD, and Gate is 4.469 billion USD.

According to BTCtreasuries, Hong Kong-listed company Boyaa Interactive announced that the company has purchased an additional 108 BTC.After this increase, Boyaa Interactive's total Bitcoin holdings have risen to 4,201 BTC.

According to Onchain Lens monitoring, the HYPE whale qianbaidu.eth, which has realized a profit of 4.78 million USD, has increased its holdings again. It currently holds 61,032 HYPE (4.16 million USD).A few minutes ago, this wallet deposited 2.34 million USDC and placed an order to buy 34,489 HYPE at 68.1 USD, with some orders already executed.