bitcoin

Publicly listed AI data center provider Core Scientific has increased its holdings by 301 bitcoins, currently holding a total of 848 BTC, ranking 49th in the Bitcoin 100.

According to monitoring by Catcher Predict, in the "Bitcoin July Price Prediction" event on the prediction market Polymarket, the "Yes" option for the sub-market "below $62,500" experienced a dramatic fluctuation in winning probability, soaring from 65.3% an hour ago to the current 80.65% (a fluctuation of 15.35%). Please note the impact of related breaking news.

CryptoQuant analyst Darkfost stated that the scale of BTC long-term holders transferring their holdings to trading platforms has recently risen to a high level. Currently, long-term holders contribute 5.1% of the total Bitcoin inflow to trading platforms. This ratio is close to the historical record, only having been higher than the current level in 2020, approaching 5.5%. This change occurred after a significant drop in Bitcoin prices.Since a 90-day moving average is used, this indicator has a certain lag, and changes will not immediately reflect the latest market dynamics. In the future, this trend is likely to gradually stabilize, but based on current data, the trading activity of long-term holders has clearly become more active recently.

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.

CryptoQuant analyst Darkfost stated that the spot trading volume of Bitcoin on major exchanges has dropped by more than 75% compared to the end of 2024. Binance's trading volume in July exceeded $35 billion, far below the $246 billion in November 2024; Bybit plummeted by 85%, Coinbase fell by 61%, and OKX dropped by 67%, marking the lowest levels since the late 2023 bear market.The analyst pointed out that the escalating conflict between the U.S. and Iran is suppressing risk sentiment, inflation is raising concerns about high interest rates, and the stock market continues to absorb liquidity, all of which are unfavorable for speculative assets. Bitcoin's return to a bullish trend requires a shift in the macro landscape and a return of demand.

According to monitoring by BitcoinTreasuries.NET, the Australian listed company DigitalX (DCC) has sold 80 bitcoins, increasing its cash reserves to $21 million.It currently holds a total of 283 BTC, ranking 79th in bitcoin holdings.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $11.6439 million. The Bitcoin spot ETF with the highest single-day net outflow yesterday was Blackrock ETF IBIT, with a single-day net outflow of $8.8202 million. Currently, the historical total net inflow of IBIT has reached $60.386 billion.The second is Fidelity ETF FBTC, with a single-day net outflow of $2.8237 million. Currently, the historical total net inflow of FBTC has reached $10.002 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $78.713 billion, and the ETF net asset ratio (the market value compared to the total market value of Bitcoin) is 6.04%. The historical cumulative net inflow has reached $51.374 billion.

According to Bitcoin.com, Strategy Executive Chairman Michael Saylor revealed that the company will consider market conditions in the future to repurchase STRC preferred shares (Series A perpetual preferred shares, with a par value of $100) by selling Bitcoin or MSTR stock.When the trading price of STRC is significantly below $100, the discounted repurchase can reduce future dividend expenses and has strong capital allocation appeal.

According to Farside Investors data, as of the week ending July 24, the net inflow for Ethereum spot ETFs was $103.8 million, about three times that of Bitcoin spot ETFs at $33.9 million, surpassing Bitcoin products for the second consecutive week. The gap mainly comes from BlackRock: its Ethereum fund ETHA attracted $96.3 million, while the largest crypto ETF Bitcoin fund IBIT saw a net outflow of $95.5 million, with outflows of $202.5 million and $212.2 million on Thursday and Friday, respectively.Bitcoin ETFs performed strongly at the beginning of the week (with a total inflow of about $430 million on Monday and Tuesday), but then reversed sharply. Ethereum ETFs were more stable, with continuous inflows for the first four days before a $70.7 million outflow on Friday. The weekly inflow for Bitcoin ETFs decreased by 55% compared to the previous week, while Ethereum remained flat. On-chain, the largest corporate ETH holder BitMine Immersion increased its holdings by 104,512 ETH over the past 30 days and currently holds 5.78 million ETH, accounting for 4.8% of the supply. ETH is currently priced at about $1,936, and BTC at about $64,780.

CryptoQuant analysis indicates that Binance's Bitcoin inflow data has shown significant divergence. The total inflow from whales over the past 30 days is $3.9 billion, a decrease of 44.3% from the peak of about $7 billion on June 12; retail inflows are $7.8 billion, a decrease of only 22% from about $10 billion on June 5. Retail inflows are currently about twice that of whales, with a gap of $3.9 billion.The analysis points out that this divergence coincides with the eve of the Federal Reserve's FOMC meeting. Federal funds futures are currently pricing in about a 36% probability of a 25 basis point rate hike, with maintaining the target range of 3.5-3.75% being the more likely scenario. From the perspective of Bitcoin, an unexpected rate hike could support the dollar and Treasury yields, increasing volatility in risk assets; if the rate hike is paused with dovish guidance, it may partially alleviate macro pressures. The Federal Reserve's decision on Wednesday will be a key variable in testing whether this divergence continues or begins to converge.

According to BeInCrypto, El Salvador's two major opposition parties, ARENA and FMLN, have nominated Maytee Iraheta and Rafael Aguirre, respectively, as candidates for the presidential election in February 2027, challenging the re-election campaign of current President Nayib Bukele. Both candidates have not supported Bukele's Bitcoin strategy and have publicly criticized it as a financial failure.Bukele's New Ideas party has nominated him to run, with his approval rating reaching as high as 94% in recent polls, but this support mainly comes from improvements in public safety rather than Bitcoin policy—polls show that only 2.2% of Salvadorans believe Bitcoin is their biggest failure. Bitcoin is no longer mandatory legal tender in the country following the IMF loan agreement in February 2025, with the dollar resuming its status as the only official currency for daily transactions. However, the El Salvador Bitcoin Office continues to buy Bitcoin, acquiring about 1 BTC daily, and as of July 27, its holdings have risen to approximately 7,730 BTC. The IMF has repeatedly warned that the Bitcoin strategy poses financial and governance risks and has not significantly improved financial inclusivity for unbanked residents. The next president will decide whether this accumulation continues.

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.

According to monitoring by Catcher Predict, in the market prediction event "Bitcoin July Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $62,500" experienced a dramatic fluctuation in winning probability, soaring from 58.9% an hour ago to the current 75.4% (a fluctuation of 16.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event of "Bitcoin breaking through on July 28" in the prediction market Polymarket, the probability of the "Yes" option in the sub-market "64,000" has experienced a sharp fluctuation, plummeting from 78.5% an hour ago to the current 47% (a fluctuation of 31.5%). Please note the impact of related breaking news.

The Bitcoin BIP-110 mandatory signaling window will open at block 961632, expected around August 9, 2026. As of the on-chain height of 959842, there are about 1790 blocks remaining until that block, and the support rate for BIP-110 signaling is approximately 2.64%.BIP-110's formal name is Reduced Data Temporary Softfork, which proposes to limit the size of certain data fields in Bitcoin transactions, mainly targeting Ordinals type inscriptions, large OP_RETURN payloads, and similar high data volume uses. If activated, the restrictions will take effect at block 965664 and will automatically expire after 52416 blocks, approximately one year later.Current signaling support mainly comes from Ocean, independent miners, and small operators, while major mining pools such as Foundry, Antpool, ViaBTC, and F2pool have not yet shifted to support it. Foundry has requested clients to vote based on average hash power; only if "support" votes exceed 51% of the participating weighted hash power will the pool switch all blocks to support signaling. If the current signaling level persists until block 961632, nodes executing BIP-110 will reject blocks that do not emit version bit 4 signals and will follow the minority of blocks that do emit signals. Non-upgraded nodes will continue to accept both signaling and non-signaling blocks and will follow the chain with the highest accumulated proof of work.

According to market news, the Brazilian listed company OranjeBTC (OBTC3) has additionally purchased 6 bitcoins, currently holding a total of 3918 BTC, ranking 24th in the Bitcoin 100 Ranking.

Bitcoin News posted on the X platform stating that a lawsuit accuses BitMEX of seizing 622 bitcoins through server freezes and internal trading before its closure.

Wall Street investment bank TD Cowen has lowered the target price for Bitcoin treasury company Nakamoto Inc. (NASDAQ: NAKA), reducing the split-adjusted target price from $40 to $17, a decrease of 58%, but still maintaining a "Buy" rating. TD Cowen analysts stated that this adjustment is mainly due to the pressure on Nakamoto's highly leveraged capital structure from the decline in Bitcoin prices.Although the new target price still implies about a 275% upside from the current stock price of $4.65, the company's stock is highly sensitive to fluctuations in Bitcoin prices. TD Cowen expects Bitcoin to rebound to $100,000 by the end of 2026, which is about 25% lower than the historical high of $126,000 set last October. At the same time, the firm anticipates that Nakamoto will suspend further Bitcoin purchases before 2027.Analysts pointed out that Nakamoto's core value still comes from its Bitcoin assets, with the company currently holding 4,467 BTC, valued at approximately $290 million, ranking 22nd among publicly listed companies in terms of Bitcoin holdings. However, the company's debt and preferred stock financing structure have also compressed the asset value available to common stockholders. Recently, Nakamoto has completed several financial adjustments, including repaying approximately $45 million in debt, extending the principal of $105 million to June 2027, reducing financing costs, and approving a $25 million stock buyback plan. Additionally, the company has closed its previously operated medical clinic business and will focus on Bitcoin media, asset management, and consulting services in the future. Data shows that NAKA's stock price has fallen over 71% this year, while Bitcoin has declined about 26% during the same period. Market attention is shifting from "continuously purchasing BTC" to the asset-liability structure and financing capabilities of Bitcoin treasury companies.