reserves

Optimism governance has approved a proposal to transfer 546.9 million OP tokens (valued at approximately $49.7 million at the time of voting) originally reserved for future user airdrops to a strategic ecosystem fund managed by the Optimism Foundation. This move cancels the remaining dedicated airdrop pool and authorizes the foundation to use the tokens for collaborative transactions, incentives, and other initiatives to promote the growth of OP Mainnet and OP Enterprise. The proposal clearly states that there are currently no additional airdrop plans, and the tokens distributed in Airdrop 1 to 5 are unaffected.On-chain voting ultimately passed with 17.974 million OP in support and 10.931 million against. The core development team Test in Prod cast 8.486 million OP in favor about 17 minutes before the end of voting, raising the support rate from 45.77% to 61.84%; without that vote, the support rate would have been only 46.47%. The team claims to be fully funded by the Optimism Collective and has been involved in the development of OP Stack execution clients, network upgrades, and fault proofs since 2022.The Foundation stated that it has distributed 269.1 million OP through five airdrops, but broad user acquisition no longer aligns with the current institutional strategy. The new fund can support transactions related to chains, protocols, institutions, and infrastructure, as well as incentives for OP Mainnet activities and liquidity. Some representatives believe the authorization is too broad, and the L2BEAT governance team is calling for clearer deployment expectations, evaluation methods, and success criteria. The foundation will update public token accounting and disclose cumulative deployment status in the annual budget report.

Trump posted on the X platform stating that the U.S. government has discussed plans to accumulate large-scale Bitcoin and other cryptocurrency assets. Trump mentioned that the U.S. is exploring the possibility of increasing its holdings of digital assets, but did not disclose specific implementation plans, sources of funding, or timelines.Previously, the U.S. government has promoted the establishment of strategic Bitcoin reserve-related policies, and the market continues to pay attention to the possibility of the U.S. further expanding government allocations to Bitcoin and other crypto assets.

Glassnode stated that the spot price of Bitcoin has fallen below the comprehensive cost basis of publicly disclosed Bitcoin reserve companies, with the proportion of companies in a loss state rising to about 80%.

According to CryptoQuant monitoring, Strategy (formerly MicroStrategy) has increased its dollar reserves to $4.8 billion, which is enough to cover approximately 33 months of preferred stock dividends and debt interest expenses.This week's related operations show that the company raised $333.7 million through MSTR, added $149.1 million to its reserves, and used $132.2 million to repay $138.9 million of STRC debt. During this period, there were zero Bitcoin purchases and zero sales, and the dollar duration was extended by 41 days.

According to BeInCrypto, CryptoQuant data shows that centralized exchange stablecoin reserves have decreased from a peak of about $80 billion at the end of 2025 to about $64 billion, shrinking by about $16 billion (approximately 20%). Among them, Binance has performed relatively resiliently, with its stablecoin share rising from just over 60% to 68.5%, while platforms like Coinbase, Bybit, and OKX have seen more significant reductions.At the same time, on-chain analysis platform Santiment has monitored a rise in pessimistic remarks such as "crypto is dead" on X and Reddit, with the crypto fear and greed index currently reported at 46, still in the fear zone. The overall total supply of stablecoins has also decreased from nearly $316 billion in May to $300.89 billion, but the decline is much lower than that on the exchange side, indicating that some liquidity may have shifted on-chain rather than completely exiting.

Websea officially announced the launch of the Proof of Reserves (PoR) mechanism on August 18, using a Merkle tree scheme to publicly disclose platform reserve data, while also opening up open-source verification tools. Users can view verification dates, covered currencies, user asset balances, on-chain wallet balances, wallet address files, and historical reports, as well as download personal verification data to locally verify whether their assets are fully accounted for in the platform reserves.According to the introduction, the reserve ratio is the ratio of the platform's on-chain assets to the total user assets, and a reserve ratio of no less than 100% means that the assets held on-chain by the platform are not less than the total amount of user assets. Websea stated that it will continue to update reserve data periodically, promoting asset transparency and the construction of a user self-verification mechanism.

According to BBX data, yesterday and in recent days, global publicly listed companies in the U.S. stock market disclosed the latest official real data on increasing cryptocurrency asset reserves, treasury structure, and mining production operations. The core updates are as follows:Strive (NASDAQ: $ASST) increased its holdings by 79 bitcoins, with total holdings exceeding 20,200: According to the 8-K document submitted by Strive to the U.S. SEC, the company purchased 79 bitcoins at an average price of approximately $63,231 between August 10 and 14, 2026. As of August 14, Strive's total bitcoin holdings reached 20,246. Additionally, the company's balance sheet holds 505,000 shares of Strategy STRC preferred stock (fair value approximately $47.86 million) and about $154.8 million in cash, ensuring ample liquidity.BitMine increased its holdings by nearly 10,000 ETH last week, with total holdings reaching 5.815 million: Bitmine Immersion Technologies (NYSE: $BMNR) disclosed that it increased its holdings by 9,926 Ethereum last week. As of August 16, 2026, its total Ethereum holdings rose to 5,815,164 ETH, accounting for approximately 4.8% of the total circulating supply of Ethereum across the network.Canaan Inc. (NASDAQ: $CAN) released July mining data, with nearly 2,000 BTC in reserves: Mining machine manufacturer and computing power operator Canaan Inc. announced its unaudited operational data for July. In July, the company self-mined 46 BTC; by the end of the month, its balance sheet held a total of 1,917 BTC and 3,952 ETH. In terms of operational metrics, the company's global operating hash rate reached 14.24 EH/s (installed hash rate 14.89 EH/s), with an average energy efficiency of 17.9 J/TH for non-joint venture mines in North America, and the comprehensive electricity cost for the month was approximately $0.043 per kilowatt-hour.

According to PR Newswire, Canaan Technology released an unaudited Bitcoin mining update for the period ending July 31, 2026, disclosing that 46 Bitcoins were mined in July. By the end of the month, cryptocurrency reserves reached 1,917 Bitcoins and 3,952 Ethereums.Throughout the mining operations, the average energy efficiency of non-joint venture mining rigs in North America remained at 17.9 J/TH, while the joint venture's operations at Alborz steadily increased its operating hash rate to 4.2 EH/s, with installed hash rate reaching 4.85 EH/s.

Michael Saylor posted on the X platform, stating that the Strategy increased its dollar reserves by $650 million and repurchased $109 million of STRC. This move extended the dollar duration by 143 days to 2.7 years and narrowed the Bitcoin credit spread of STRC by 10 basis points. As of August 9, 2026, the Strategy holds 840,447 Bitcoins, with dollar reserves of $4.65 billion.

According to market news, Bitcoin Treasuries.NET posted on platform X stating that the Bitcoin mining company Canaan has authorized management to sell part of its digital asset reserves to fund a stock buyback of up to $30 million. Canaan holds 1,915 BTC and 3,952 ETH, valued at approximately $130 million.

According to Chainwire, Nasdaq-listed company Eightco Holdings (stock ticker: ORBS) reported that as of August 5, its funding composition is as follows: $90 million in OpenAI equity (indirectly held), $18 million in Beast Industries equity, 16,278 ETH, nearly 302 million WLD tokens, and $142 million in cash and cash equivalents, totaling approximately $378 million.

DWF Labs co-founder Andrei Grachev published a response to recent market speculation regarding DEXE trading, stating that the relevant transactions can be verified through centralized exchanges. Grachev indicated that the DWF Labs DEXE trading process is as follows: a large purchase of DEXE in 2024, partial selling for profit in 2025, another large purchase of DEXE around October 10, hedging profits in the first half of 2026, and when the funding rate turned negative, being forced to close short positions and increasing cash reserves by selling part of the DEXE spot.Grachev stated that all buying and selling operations were completed through centralized exchanges, where the trading platform holds relevant account information, and criticized some paid KOLs for spreading "misleading information."

According to PR Newswire, AI data center company Hyperscale Data (NYSE: GPUS) announced the successful implementation of a Bitcoin-backed DeFi financing strategy through the Morpho protocol.As of August 2, 2026, the company has completed approximately $30 million in Bitcoin collateralized loans through the protocol, with a current variable interest rate of about 4.9%. The funds raised will be used to support the ongoing construction of its AI data center campus in Michigan, as well as general corporate purposes such as daily operating capital.The company stated that this move aims to transform Bitcoin reserves from passive storage assets into a low-cost source of growth capital, while maintaining exposure to the long-term appreciation of Bitcoin and reducing reliance on dilutive equity financing.

American Bitcoin (NASDAQ: ABTC) announced its Q2 2026 financial report, showing that as of June 30, the company's Bitcoin reserves increased to approximately 8,002 coins, an increase of about 981 coins compared to the end of Q1, representing a quarterly growth of about 14%; the Bitcoin holdings per share grew by approximately 11%.During the reporting period, the company mined approximately 932 BTC, achieving the highest quarterly production in history; mining revenue was about $67.02 million, a quarter-on-quarter increase of about 8%, with a gross margin maintained at around 50%. The cost of mining a single BTC was approximately $36,500, remaining basically flat compared to the previous quarter. American Bitcoin CEO Mike Ho stated that the company will continue to increase its Bitcoin reserves by expanding mining infrastructure and enhancing balance sheet strength. Co-founder and Chief Strategy Officer Eric Trump mentioned that the company currently holds over 8,000 BTC and operates one of the largest Bitcoin mining platforms globally, maintaining strong confidence in the long-term prospects of Bitcoin.

According to the official announcement, Gate has released the latest reserve report. As of July 27, 2026, the overall reserve coverage of the platform reached 117%, significantly higher than the industry safety benchmark of 100%. The reserves cover nearly 500 different types of user assets, continuously ensuring the security of user assets through verifiable mechanisms. Among them, the reserve scale of core assets continues to grow.The BTC user asset scale increased from 19,054 to 21,557, corresponding to a platform-held reserve of 26,775, with an excess reserve ratio of 24.2%; the ETH user assets grew from 344,935 to 374,348, with the corresponding platform-held reserves also increasing from 423,960 to 456,798, resulting in an excess reserve ratio of 22.02%.In terms of stablecoins, the total user assets of USDT, USDC, USD1, and GUSD amounted to 1.336 billion, corresponding to a total platform reserve of 1.59 billion, with a comprehensive reserve ratio of 118.97% and an excess reserve ratio of 18.97%, reflecting the platform's emphasis on the security of user assets and its ability to maintain sufficient liquidity.In addition, the reserve ratios for major assets such as GT and XRP are also significantly above the 100% reserve standard, reaching 131.13% and 116.5%, respectively. Gate's latest reserve report shows that its core asset reserve scale remains robust, providing strong assurance for the safety of user funds and the stability of platform operations.

According to Jinshi reports, multiple important economic data and events will be released this week. On Monday, China's July Manufacturing PMI and the U.S. June Construction Spending Month-on-Month will be announced; on Tuesday, attention will be on the U.S. June Trade Balance and JOLTs Job Openings; on Wednesday, the U.S. ADP Employment Change and ISM Non-Manufacturing PMI will be released; on Thursday, Switzerland's unemployment rate and the U.S. Initial Jobless Claims will attract attention; on Friday, key data including the U.S. July Unemployment Rate and Non-Farm Payrolls will be announced. In addition, SpaceX's financial report will be released after the U.S. stock market closes on Tuesday.

Gelephu Mindfulness City (GMC) in Bhutan has appointed the Canadian digital asset management company 3iQ to manage an authorization supported by part of its Bitcoin reserves, as GMC is building a digital asset investment center.According to the cooperation arrangement, 3iQ will manage a portion of the Bitcoin allocated to support the development of Gelephu, with specific amounts not disclosed. 3iQ will also establish a long-term business locally, invest in local talent, and provide training and knowledge transfer.Bhutan announced in December 2025 that it would allocate up to 10,000 Bitcoins from its national holdings to support GMC. The parties have not disclosed the actual management amount, custody arrangements, or whether the authorization allows for lending, derivatives, and other yield-generating strategies. 3iQ CEO Pascal St-Jean stated that the company will introduce institutional discipline for this authorization and will utilize Bhutan's capital in a responsible, transparent, and long-term manner. Jigdrel Singay, a board member of Gelephu, stated that 3iQ is one of the founding institutional partners of the city.

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.

According to The Block, as of July 27, the Bitcoin reserves of Hyperscale Data, an artificial intelligence data center company listed on the NYSE American, have increased to 1,106 coins, worth approximately $71.7 million.In the past week, the company has added 15 Bitcoins through a subsidiary that is planned to be spun off in 2027.

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.