sol

Bitcoin News posted on the X platform that since 2026, publicly listed Bitcoin mining companies have sold 28,000 Bitcoins, worth 1.78 billion dollars.

According to Coinpedia, JPMorgan, with an asset management scale of approximately $5.1 trillion, submitted its Q2 13F filing to the SEC, showing significant adjustments in its crypto-related ETF holdings. In terms of Bitcoin, the bank held approximately 10.4 million shares of BlackRock's IBIT as of June 30, valued at about $355.7 million, up from about 8.3 million shares and nearly $162 million in Q1; the number of IBIT call options increased to about 3.94 million, while put options decreased from about 4.75 million to about 3.5 million.Regarding Ethereum, JPMorgan held nearly 1.17 million shares of BlackRock's ETHA, valued at approximately $14.3 million, a significant increase of 338% compared to the previous quarter, but the value of Bitcoin positions still exceeds that of ETHA by more than twenty times. For XRP, after the related positions were reduced to zero in Q1, the bank re-established its holdings, holding small shares of Bitwise XRP ETF and Grayscale XRP Trust ETF, as well as approximately 19,900 shares of Armada Acquisition Corp II related to Ripple-supported trading, valued at about $207,000.In addition, the filing also showed that JPMorgan established a new position in Bitwise Solana Staking ETF, holding about 47,500 shares. The article also mentioned that there has been a recent net outflow from the U.S. spot Bitcoin ETF, with the next 13F covering Q3 expected to be disclosed in November.

Grayscale Research Director Zach Pandl stated that the two major blockchain networks, Ethereum (ETH) and Solana (SOL), are considering adjusting their token economic models to enhance asset scarcity by reducing future token supply growth through lowering annual inflation rates. As important native assets supporting stablecoins and tokenized asset ecosystems, the prices of ETH and SOL are primarily determined by supply and demand dynamics. If the relevant code upgrade proposals are approved, under unchanged conditions, lower supply growth may provide support for token prices.According to Grayscale's analysis, if the relevant adjustments are implemented, the supply inflation rates of BTC, ETH, and SOL will continue to decline over the next five years. By the end of 2031, the annual inflation rates for Bitcoin and Ethereum are expected to be around 0.4%, and Solana around 1.1%, which is lower than gold's annual supply growth rate of about 1.8% and the U.S. CPI inflation level of about 3.3%. Currently, these token economic adjustments are still in the community discussion phase. Among them, the Solana-related proposal has gained broader support and has a higher likelihood of implementation; the Ethereum proposal still requires further discussion.If the adjustments are implemented, staking users may face reduced token rewards, as part of the staking income comes from the issuance of new tokens. However, due to the decline in the growth rate of circulating supply, the scarcity value of the tokens may increase, potentially providing price support. For ETH and SOL holders who do not participate in staking, they may benefit directly; the final returns for stakers will depend on the balance between the decrease in rewards and the increase in prices. Zach Pandl concluded that ETH and SOL are becoming important digital commodities supporting stablecoins and the tokenization of real assets, and the economic model adjustments aimed at reducing inflation may further strengthen their scarcity attributes.

According to the official announcement, Gate has officially launched SOL and XRP event contracts, simultaneously opening multi-cycle rise and fall trading channels. Users can log into the Gate App or the official website and enter the event contract section in the contract area to participate.Event contracts focus on rise and fall prediction trading, requiring no complex parameters such as leverage or margin, making the operational threshold low. The product covers four types of short cycles: 5 minutes, 15 minutes, 1 hour, and 4 hours, currently supporting four major cryptocurrencies: BTC, ETH, SOL, and XRP. Users only need to predict the rise and fall of the asset during the corresponding period, choose to place a bullish or bearish order, and the system will automatically settle at the end of the cycle. Positions can also be closed early for flexible profit-taking and loss-cutting.

According to PR Newswire, AI data center company Hyperscale Data (NYSE: GPUS) announced that it has completed the sale of approximately 685 bitcoins, cashing out about 43 million dollars at recent market prices.The funds will primarily be used for the ongoing development and expansion of the Michigan data center, while repaying approximately 30 million dollars in debt to optimize the capital structure. After the sale, the company still holds about 275 bitcoins. The company's Executive Chairman Todd Ault stated that this move is part of a capital allocation decision and not a abandonment of the long-term bitcoin accumulation strategy. The company will continue to engage in bitcoin mining and plans to gradually rebuild its bitcoin holdings over time.

According to Bloomberg, the stablecoin payment company RedotPay has postponed its plans for an IPO in the United States. Sources reveal that the company previously aimed to complete its IPO as early as this year, but the listing date may now be delayed until next year or even later. RedotPay needs to obtain regulatory approval from the country where it operates before advancing its IPO, and the company is also facing related legal issues that need to be addressed.

Duan Yongping responded on Xueqiu regarding the recent changes in his holdings of Pop Mart, stating that he has "never directly sold a single share of Pop Mart." The changes in his holdings mainly come from options trading and expiration exercises, and do not indicate a long-term bearish view on Pop Mart.Duan Yongping mentioned that when the position of selling puts approaches the limit, he will adopt the strategy of "buying stocks + selling calls." After expiration, if the stocks are called away, it is essentially a similar trading strategy to selling puts that are exercised at expiration. Currently, the options premium for Pop Mart is about 5% per month, and this strategy may continue to be used for a longer period in the future.Regarding the valuation of Pop Mart, Duan Yongping stated, "Currently, I believe the price of Pop Mart is not expensive in the long term, but I don't know about the short term." He emphasized that there is no specific time or price set for selling Pop Mart, and it may be a long time before that happens.

According to The Block, Bitwise has partnered with Superstate to explore the tokenization of its Bitwise Solana Staking ETF (BSOL).ETF expert Nate Geraci commented that in the coming months, asset management companies will release a large number of such press releases.

Solstice Finance launches strcUSX on Solana, splitting the dividend income and price risk of the Nasdaq-listed company Strategy's Series A perpetual preferred stock STRC into two types of tokens: senior and junior. The annual dividend yield of STRC is 12%.The senior tranche SR-strcUSX targets an annual yield of approximately 7%, with priority for dividend income and principal repayment; the junior tranche JR-strcUSX bears the first loss from market value fluctuations and receives the remaining income after payments to the senior tranche, targeting an annual yield of over 20%. Users can deposit USX into the strcUSX vault to receive tokens corresponding to the risk level. Both types of tokens are native assets on Solana, tradable, usable as collateral, or accessible for DeFi applications.Solstice Finance will also integrate USX into Zebec Network's payroll infrastructure, which processes over $500 million in payroll annually and has over 50,000 monthly active users.

Forward Industries has resumed purchasing SOL. As the largest holder of Solana, the company acquired an additional 254,000 SOL at an average price of $75 between July and August 3, bringing its total SOL holdings to over 7.8 million.

Goldman Sachs analyst Robert Kaplan stated that the Federal Reserve's decision not to raise interest rates in July was "absolutely" correct and urged policymakers to keep an open mind before September, citing the complex factors influencing inflation, and that rigid forward guidance could be counterproductive.Kaplan said, "If I see meaningful improvement, I might be willing to stay put, but I want to make full use of every moment before September to make judgments, avoiding rigidity or preconceived notions." Kaplan believes that the current forces at play include: inflationary pressures from AI development, tariffs, labor constraints, and soaring oil prices; meanwhile, the application of AI works in the opposite direction, accelerating the trend of declining inflation.He stated that Waller should use his speech at this month's Jackson Hole symposium to briefly explain the reasons for the Federal Reserve's inaction in July, rather than delivering a purely "philosophical" speech. Kaplan expressed that his concerns about long-term U.S. Treasury yields are greater than his concerns about the federal funds rate itself.He indicated that the rise in long-term Treasury yields globally reflects a structural supply-demand imbalance driven by persistent large fiscal deficits, rather than Federal Reserve policy.

According to monitoring by BitcoinTreasuries.NET, the mining company Riot Platforms has sold 4,300 bitcoins to cover operational needs and data center expansion costs, and currently holds a total of 11,380 bitcoins.

According to Lookonchain monitoring, Machi (@machibigbrother) withdrew 1,540 USDC from Binance and sold Bored Ape #5715 for 8.3 ETH (worth $15,600).This NFT was purchased by him 3 years ago for 34.17 ETH. Machi currently holds 2,800 ETH long positions, valued at $5,300,000, with a liquidation price of $1,863.08.

According to BeInCrypto, Nasdaq-listed company Forward Industries reported a net loss of $69 million for the third quarter of fiscal year 2026, primarily due to impairment losses resulting from fair value adjustments of its Solana assets in accordance with U.S. Generally Accepted Accounting Principles. The company held approximately 7.55 million SOL at the end of the quarter, with the per-share SOL holding increasing by 9% quarter-over-quarter to 0.073; during the quarter, it increased its holdings by over 500,000 SOL through purchases and staking, and repurchased 2.5 million shares of stock.Revenue for the quarter increased more than fourfold year-over-year to $10.8 million, mainly from SOL staking and other financial services income. As of August 3, the company held approximately 7.8 million SOL, with the per-share SOL holding rising to 0.0754. After the earnings report was released, FWDI's stock price fell slightly by 1.36% in after-hours trading.

According to Lookonchain monitoring, a whale associated with Paxos sold 800 BTC (worth $50.72 million) again through Wintermute 8 hours ago.In the past two months, this whale has sold a total of 2500 BTC (worth $154 million).

According to Cointelegraph, Metaplanet CEO Simon Gerovich stated that the company transferred 5,014 bitcoins between custody addresses, which is a routine operation.He emphasized that no bitcoins were sold, and the company's holdings remain at 43,000 bitcoins.

According to on-chain analyst Yu Jin's monitoring, on June 7, a certain whale borrowed 30,000,000 USDS through circular lending collateralized by ETH and purchased 18,212 ETH at an average price of 1,647 USD.Today, the whale sold 15,993 ETH at a price of 1,889 USD, repaying a loan of 30,200,000 USDS, with a leveraged profit of 4.3 million USD.

The Kobeissi Letter posted on platform X, stating that institutional investors are selling off U.S. tech stocks. According to Goldman Sachs data, for the week ending August 4, hedge funds, asset management companies, and other institutional investors sold $21.6 billion in Nasdaq futures, setting a record for the highest weekly amount. Short selling dominated, accounting for 72% of total sales. Among them, hedge funds sold $11.9 billion, and asset management companies sold $7.4 billion.The total net position of institutional investors in Nasdaq futures has dropped to negative $5 billion, marking the first negative position since May 2025. In contrast, this figure was as high as $54 billion in October 2025. Institutional investors are taking advantage of the market strength to sell off.

According to Whale Alert monitoring, USDC Treasury has minted 250 million USDC on Solana.