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TRX $0.3236 -2.34%
DOGE $0.0696 -4.11%
ADA $0.1549 -5.98%
BCH $212.75 -1.14%
LINK $8.32 -5.08%
HYPE $56.22 -5.23%
AAVE $97.39 -3.46%
SUI $0.6791 -5.20%
XLM $0.1719 -4.86%
ZEC $474.33 -5.51%

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Strive's Bitcoin holdings exceed 20,000 coins, Circle acquires nearly a thousand blockchain patents from IBM

According to BBX data, yesterday global publicly listed companies in the U.S. disclosed the latest real data on digital asset treasury construction, technology patent acquisitions, and on-chain ecological positioning. The core dynamics are as follows:Strive's total Bitcoin holdings officially surpassed 20,000 coins: According to Strive (NASDAQ: $ASST)'s latest 8-K filing submitted to the U.S. SEC, the company purchased 79 Bitcoins at an average price of approximately $65,723 between July 20 and July 24, 2026. As of July 24, Strive's total Bitcoin holdings officially reached 20,000 coins. In addition, the company's balance sheet also holds 505,000 shares of Strategy STRC preferred stock (fair value approximately $43.88 million) and about $154 million in cash, ensuring ample liquidity.Circle (NYSE: $CRCL) acquires IBM's core blockchain patent portfolio: Circle Internet Group officially announced the completion of its acquisition of the core assets of IBM's blockchain patent portfolio, covering over 680 patent families and nearly 1,000 granted patents across fields such as blockchain infrastructure, financial services, supply chain, and secure cloud operations. This acquisition makes Circle the company with the most blockchain patents in the U.S., and the patent library will fully empower the construction of on-chain infrastructures such as USDC, Circle Payments Network, and Arc. The two parties will also engage in deep commercial cooperation in the future.BitMine increased its holdings by nearly 10,000 ETH last week, with treasury staking revenue reaching $254 million: Bitmine Immersion Technologies (NYSE: $BMNR) disclosed that it increased its holdings by 9,946 Ethereum last week. As of July 26, 2026, its Ethereum holdings rose to 5,787,414 ETH (approximately 4.8% of the total circulating supply). Currently, the total value of the cryptocurrencies, cash, and equity held by the company is approximately $11.8 billion (including $268 million in cash/securities, 208 BTC, and equity in Beast Industries). Among them, staked ETH reached 4,917,189 coins (85% of the total, valued at approximately $9.6 billion), with annualized staking revenue reaching $254 million.The9 maintains a holding of 1,686 BTC and advances its AI strategy: Nasdaq-listed internet company The9 Limited (NASDAQ: $NCTY) officially stated that its total Bitcoin holdings are currently 1,686.39 coins. The company will continue to steadily promote its digital asset treasury strategy while leveraging its existing computing power and capital base to accelerate the business growth of its AI-driven platform.

Citrini Analyst: The progress of China's DUV is not surprising, the sell-off of semiconductor equipment stocks like ASML is excessive

Citrini analyst Jukan posted on social media that the news of China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations. He pointed out that The Information's related report only cited a professor from a transportation university in China speaking at an internal meeting in June and did not disclose more substantial information. Jukan believes that the sell-off reaction seen in semiconductor equipment stocks like ASML is an overreaction to this news.According to previous reports, The Information cited sources saying that a state-owned enterprise supported by Chinese state capital has begun mass production of domestically developed DUV (Deep Ultraviolet) lithography manufacturing equipment, marking a key progress in the localization of China's semiconductor industry.Insiders stated that the enterprise plans to produce about 5 domestically made DUV lithography machines by 2026 and expand to about 20 machines by 2027. Although there is still a gap compared to the 131 immersion DUV lithography systems delivered by Dutch lithography giant ASML last year, the entry of domestic equipment into mass production is seen by the market as an important breakthrough in the localization of China's chip supply chain.

Domestic immersion DUV lithography machines have started small batch production, with plans to deliver about 5 units this year

According to a report by The Information citing informed sources, a Shanghai state-owned company whose name has not been disclosed has begun producing domestically-made immersion DUV lithography machines, planning to manufacture about 5 units this year and increase to about 20 units by 2027. The first batch of equipment will be delivered to major foundries such as SMIC, Hua Hong Semiconductor, and ChangXin Technology, but the equipment still needs to undergo verification for accuracy, stability, and production line compatibility, a process that may take several months or even longer.Currently, most components of the equipment come from domestic sources, but some key parts still rely on Japan, and the performance and manufacturing quality lag behind ASML. In comparison, ASML is set to deliver about 131 immersion DUV lithography machines as early as 2025. Although domestic equipment has made the leap from prototype testing to small-scale production, there is still a significant gap before it can replace ASML on a large scale. Previously, Reuters reported that the U.S. is considering tightening restrictions on the export of lithography equipment to China and on maintenance services in China, and the delivery of domestic equipment coincides with this backdrop.

Tori raised 50 million USD in funding 7 days before going live, bringing institutional-level arbitrage strategies on-chain

Dutch crypto finance protocol Tori Finance announced that its institutional-grade Delta neutral yield product strUSD has completed a $50 million pre-deposit fundraising before its official launch, reaching the cap in just 7 days. Tori stated that strUSD offers an annualized yield of approximately 12%, with returns derived from global arbitrage trading strategies traditionally used by financial institutions, rather than from the circulation of funds in the crypto market. This strategy achieves low correlation with crypto market cycles by borrowing in low-interest currencies, investing in high-interest markets, and utilizing foreign exchange hedging to lock in dollar returns.Tori founder Samed Duzcay mentioned that such trades were previously mainly participated in by large institutions like pension funds and banks, which typically required a funding threshold of tens of millions of dollars and involved complex processes such as local bank accounts, custody, tax, and compliance approvals. Tori opens up these institutional strategies to ordinary users through on-chain tokenization. Users can deposit USDC or USDT to obtain the synthetic dollar asset trUSD and stake to earn strUSD. This asset is based on the ERC-20 standard and can be integrated with DeFi protocols such as Morpho, Pendle, and Curve, and can also be used as collateral for lending to further amplify returns.Tori claims that the protocol constructs an on-chain balance sheet through zero-knowledge proofs and trusted execution environments, with independent verification agency Accountable conducting real-time audits of off-chain fund situations; digital asset investment firm RockawayX serves as the risk management party and anchor liquidity provider. Additionally, Tori's smart contracts have been audited by Sherlock and Nethermind, and Hypernative has been introduced for round-the-clock security monitoring, with all contract upgrades set to a 24-hour delay mechanism. Tori stated that its goal is to bring the neutral yield strategies used by traditional financial institutions for decades into the on-chain financial system, promoting the integration of real yields with DeFi infrastructure.
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