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The French Minister of Finance confirmed that hackers breached the French Public Finance Directorate system at the end of June and stole personal and corporate taxpayer data. According to the platform FrenchBreaches, which tracks cyberattacks in France, this incident affected approximately 678,437 people, equivalent to about 1% of the French population, but the exact number is still under investigation and has not been finally confirmed.The leaked data reportedly includes sensitive information such as names, birth dates, home addresses, phone numbers, email addresses, tax identification information, and income data. Among them, nearly 27,000 individuals had tax incomes of at least 100,000 euros, 386 exceeded 1 million euros, and another 8 exceeded 10 million euros. Reports indicate that the database has been sold on the dark web market for thousands of euros. The attackers, calling themselves ZeroBytes, claimed they extracted the relevant records using an internal search tool, which was only discovered later when access was cut off.This incident has raised concerns in the cryptocurrency industry, as there has been a noticeable increase in "wrench attack" violent robbery incidents targeting cryptocurrency holders in France in recent years. If high-income individuals' addresses and contact information are leaked, it could provide criminals with a more precise target list.

Soros Fund Management disclosed an increase in its holdings of 29,004 shares of Apple (AAPL.O), raising its total holdings to 529,538 shares.

The U.S. Securities and Exchange Commission documents show that AMD holds 3.3 million shares of SpaceX Class A stock.

Harvard University disclosed holdings worth $2.2 billion in SpaceX (SPCX.O) shares.

The U.S. Securities and Exchange Commission documents show that NVIDIA holds 122.8 million shares of SpaceX Class A common stock, valued at approximately $21 billion.

Tiger Global Fund made significant adjustments in the second quarter, reducing its holdings in Broadcom by 51.1% to 1.8 million shares, Google A by 45.4% to 5.8 million Class A shares, TSMC by 12.3% to 4.9 million ADS, Microsoft by 9.3% to 2.3 million shares, Meta Platforms by 8.5% to 2.8 million Class A shares, NVIDIA by 6.8% to 11.2 million shares, and JD.com by 41.5% to 201,500 ADS.Increased holdings in Intel to 4.3 million shares, established new positions in AMD with 674,000 shares and SpaceX with 375,000 shares, and completely exited Netflix.

The U.S. Securities and Exchange Commission (SEC) documents show that SoftBank Group has reduced its stake in TSMC by 71.5%, down to 565,000 American Depositary Receipts.

According to The Block, StablecoinX (USDE) announced its first quarterly performance report after going public. As of the end of the second quarter of 2026, the company holds approximately 3 billion ENA, accounting for about 20% of the total ENA supply. At current prices, this is worth over $250 million; based on 24 million Class A shares outstanding at the end of the quarter, this corresponds to about $9.09 per share.After the news was released, StablecoinX's stock price rose by more than 12% during Friday's morning session. StablecoinX reported a net loss of $34.2 million in the second quarter, most of which came from a $36.2 million impairment of digital assets related to its ENA holdings. The company's operating business is still in its early stages, with infrastructure service revenue of only $62,372 in the last two weeks of June, while its decentralized validation nodes have accumulated cross-chain transaction volumes exceeding $3 billion.StablecoinX began trading on Nasdaq under the ticker USDE on June 26. Approximately 285 million ENA in its treasury comes from the Ethena Foundation, with another approximately 2.75 billion coming from cash and physical investments from PIPE financing.

Documents from the U.S. Securities and Exchange Commission show that the Saudi Public Investment Fund (PIF) disclosed holding 154.1 million shares of Class A stock in SpaceX.

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.

According to The Block, K33 research director Vetle Lunde stated that by the end of the first half of 2026, the Norwegian sovereign wealth fund's indirect Bitcoin exposure through holdings in companies such as Strategy, Metaplanet, MARA, Coinbase, Block, and Tesla has risen to 11,549 BTC, a record high valued at approximately $725 million. This exposure grew by 21.2% in the first half of the year and by 60.5% over the past year, marking the sixth consecutive reporting period of increase.Among these, Strategy accounts for nearly 86% of the fund's indirect Bitcoin exposure, corresponding to approximately 9,914 BTC. As of June 30, the Norwegian sovereign wealth fund held about 1.17% of Strategy's shares, valued at $357.3 million at that time. Metaplanet corresponds to 671 BTC, MARA corresponds to 421 BTC, and Coinbase, Block, and Tesla correspond to 183 BTC, 120 BTC, and 97 BTC, respectively.K33 pointed out that this exposure is likely not the result of the fund actively allocating to Bitcoin, but rather an indirect effect of its broadly diversified investment portfolio. Currently, the related Bitcoin exposure accounts for about 0.03% of the fund's total assets.In addition, the fund has also gained indirect ETH exposure through the Ethereum treasury company BitMine for the first time. As of June 30, it held 6.15 million shares of BitMine, valued at $88.3 million, accounting for about 1.16% of the company's shares; based on BitMine's current ETH holdings, this corresponds to an indirect exposure of approximately 67,340 ETH.

According to on-chain analysis platform Lookonchain (@lookonchain), the whale address 19pFLW has once again purchased 300 BTC, worth approximately 19.03 million USD.This address currently holds a total of 1,120 BTC, with a total market value of about 70.43 million USD, and an average acquisition price of 69,294 USD.

According to regulatory documents, Switzerland's largest bank UBS has increased its holdings in BlackRock iShares Bitcoin Trust (IBIT), raising its total position to over $83 million, corresponding to approximately 2.5 million shares. The bank has gradually increased its Bitcoin exposure since the approval of BlackRock's Bitcoin ETF in 2024, with the total holdings in related cryptocurrency ETFs amounting to about $90 million.BlackRock IBIT manages assets totaling approximately $47.3 billion. UBS also holds a position of about $1.5 million in the Bitcoin mining company American Bitcoin Corp., supported by Eric and Donald Trump Jr. Previously, there were reports that UBS plans to offer Bitcoin trading services to some private clients in Switzerland.

Metaplanet CEO Simon Gerovich disclosed that the company's revenue for the first half of the fiscal year 2026 was 4.94 billion yen, a year-on-year increase of 134%; operating profit was 3.33 billion yen, a year-on-year increase of 136%; and net assets were 340.88 billion yen, a decrease of 25.7% compared to the end of the fiscal year 2025.

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 Defiant, the Government Pension Fund Global of Norway disclosed in its quarterly holdings document for the period ending June 30 that it holds 6,151,062 shares of BitMine Immersion Technologies (BMNR), with a market value of approximately $81.87 million.The fund did not list BitMine in its holdings report as of December 31, indicating this is a new disclosure, and the specific purchase time and cost have not been announced. It is reported that the total size of the fund reached 22.683 trillion Norwegian kroner as of June 30, with 72.1% allocated to stocks.

According to on-chain analysts, a Bitcoin whale who has held their position for three years has a cost basis as low as $20,000, with peak unrealized profits exceeding $15.31 million.This address deposited 158.7 BTC, worth $10.01 million, to Coinbase 8 hours ago, with the funds sourced from another address that withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, this whale did not choose to take profits; if they sell now, they will make a profit of $6.206 million, which is more than a 40% reduction from the peak profit.

According to BBX data, yesterday global publicly listed companies in the US disclosed the latest real accounts regarding their holdings in crypto assets, mining costs, and debt collateral structures. The core updates are as follows:Bit Digital ( NASDAQ : $ BTBT ) narrowed losses in Q2, holding over 164,000 ETH: Nasdaq-listed company Bit Digital announced its financial performance for Q2 2026. The company's total revenue for Q2 was $32.1 million (a 15% quarter-over-quarter increase), with a gross profit of $18.6 million (gross margin of 57.9%), and a net loss attributable to shareholders narrowed to $107.2 million. As of June 30, 2026, the company held Ethereum reserves of 164,310.5 ETH, along with approximately $83.6 million in cash and cash equivalents.Riot Platforms ( NASDAQ : $ RIOT ) Q2 revenue of $174.2 million, reserves over 11,000 BTC: US-listed mining company Riot Platforms released its Q2 financial report, with total revenue for the quarter reaching $174.2 million (a 14% year-over-year increase), of which the data center business contributed $23.2 million; Q2 Bitcoin production was 1,587 BTC, with an average mining cash cost of $49,912 per BTC. By the end of Q2, Riot held over $1.2 billion in liquid assets, including 11,380 BTC (of which 5,821 BTC were used as collateral) and $548.9 million in cash.Nakamoto ( NASDAQ : $ NAKA ) sold 600 BTC to repay loans, still holding 4,467 BTC: Bitcoin treasury company Nakamoto announced its Q2 performance, with total revenue of $35.87 million and a net loss of $133 million. During the quarter, the company sold approximately 600 BTC and some derivative positions, generating about $48 million in net proceeds to repay a Bitcoin collateral loan of $45 million USDT. As of the end of June, the company still held 4,467 BTC (with a fair value of approximately $262 million, of which 3,805 BTC have been pledged as debt collateral), with total debt of approximately $165 million.

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.

Documents from the U.S. Securities and Exchange Commission (SEC) show that as of June 30, Musk held 48.4% of SpaceX's passive shares.