holding

According to Arkham monitoring, Morgan Stanley has once again "bought the dip" in the past two weeks, increasing its holdings by nearly 1,000 BTC through its spot Bitcoin exchange-traded fund MSBT.As of now, its total Bitcoin holdings have reached 5,761 coins, valued at over $369 million.

Analyst Darkfost pointed out that since October 2025, the total market value of global Bitcoin treasury companies has shrunk from $396 billion to $272 billion, evaporating over $100 billion. During the same period, the total amount of Bitcoin held by these companies increased from 953,000 to 1.14 million—this decline in market value is entirely driven by the drop in coin price, rather than selling off.However, it is worth noting that since Bitcoin entered a significantly undervalued range in May of this year, the pace of accumulation has sharply slowed, nearly coming to a standstill. The most intensive buying period for these companies was concentrated between November 2024 and October 2025, with the holdings tripling in less than a year, and the buying price range was approximately $75,000 to $125,000—right in the historical high price range of Bitcoin.The current question is: since these companies have built up significant positions in the top range, will they sell at lower levels? Strategy has recently taken the lead in selling Bitcoin; will this behavior be emulated by other treasury companies, becoming a new source of selling pressure in the market? With the current total holding of 1.14 million coins, if more companies are forced to reduce their positions in a sluggish market to alleviate financial pressure, it could pose additional downside risks to Bitcoin prices.

According to BitcoinTreasuries.NET, the publicly traded company Empery Digital has sold 1,400 bitcoins, and the proceeds will be used to fund a $65 million artificial intelligence data center project and repay $10 million in debt.After the sale, the company currently still holds 1,514 bitcoins.

According to BTCtreasuries, Hong Kong-listed company Boyaa Interactive announced that the company has purchased an additional 108 BTC.After this increase, Boyaa Interactive's total Bitcoin holdings have risen to 4,201 BTC.

According to The Wall Street Journal, Bitcoin mining company BitFuFu (Nasdaq: FUFU) announced its operational data for June 2026, reporting a total of 125 BTC mined that month, a decrease of 29.4% compared to May, with 70 BTC mined using self-owned computing power and 55 BTC mined using cloud computing power.The Bitcoin holdings for the month were 1,671 BTC, a decrease of 184 BTC compared to May, primarily reflecting the net impact of customer repayments and advance payments to suppliers.

According to Globenewswire, the cryptocurrency financial platform Exodus Movement released its June funding reserves and business operation data. As of June 30, the company's digital asset reserves included: 600 bitcoins, 457 ethers, and 17,749 SOL.Data shows that Exodus processed a trading volume of $399 million through its trading service providers in June, up from $383 million in May, of which approximately $93 million (23%) came from its XO Swap, with monthly active users (MAU) remaining at 1.5 million, the same as the end of May.

According to Onchain Lens monitoring, the HYPE whale qianbaidu.eth, which has realized a profit of 4.78 million USD, has increased its holdings again. It currently holds 61,032 HYPE (4.16 million USD).A few minutes ago, this wallet deposited 2.34 million USDC and placed an order to buy 34,489 HYPE at 68.1 USD, with some orders already executed.

According to The Block, Ark Invest, led by Cathie Wood, purchased 217,896 shares of Circle stock on Thursday, worth approximately $13.7 million, with CRCL falling 1.65% to $63.01 on the same day.Ark also sold 85,319 shares of Robinhood stock, worth approximately $9.8 million, with HOOD rising 1.39% to $115.11 on the same day.

According to Fortune, DeFi asset management and risk analysis company Gauntlet has completed a $125 million financing round, exclusively invested by Japanese financial group SBI Holdings. The financing was completed in June of this year, and the specific valuation has not been disclosed.This is Gauntlet's largest financing round since its establishment in 2018, far exceeding its $24 million Series B financing round led by Ribbit Capital in 2022, which had a valuation of $1 billion.Gauntlet was founded by former Wall Street quantitative trader Tarun Chitra, initially focusing on providing stress testing and vulnerability analysis services for DeFi protocols. As the DAO governance model declined, it gradually transformed into a "vault curation" business—evaluating yield strategy risks through quantitative analysis to help institutional investors manage digital asset allocation. Its current clients include asset management giant Apollo, Coinbase, and stablecoin issuer Circle.

According to Onchain Lens monitoring, the on-chain gold whale Antalpha (@antalpha_ai, 0x07C...748) has continuously increased its holdings of XAUT over the past 3 months, accumulating approximately 15,052 XAUT, valued at about 68.03 million USD, with transfers coming from Cobo_Global.The wallet recently received 1,000 XAUT, valued at about 4.1 million USD.

According to BBX data, yesterday the global publicly listed companies in the U.S. stock market and the proposed listing of crypto giants faced severe differentiation in capital operations, with the core dynamics as follows:The plan for 30,000 BTC giant to go public has collapsed: Cantor Equity Partners I (NASDAQ: $CEPO) and Bitcoin Standard Treasury Company (BSTR) jointly announced through BusinessWire yesterday that they will no longer proceed with the transaction according to the original business combination agreement signed in July 2025. The core reason is that the $1.5 billion PIPE financing has completely failed to materialize. Against the backdrop of Bitcoin dropping about 50% from its historical high, investor interest in the new Bitcoin treasury company has significantly cooled. The shareholder meeting originally scheduled for July 10 has been indefinitely postponed. BSTR originally planned to carry 30,021 BTC to list on Nasdaq and become the world's fourth-largest publicly listed company holding Bitcoin, and this collapse means that its listing path needs to be redesigned.American Bitcoin Corp. completes 1-for-15 reverse stock split and increases holdings: American Bitcoin Corp. (NASDAQ: $ABTC) recently completed a 1-for-15 reverse stock split to meet Nasdaq's minimum stock price listing maintenance requirements. While consolidating shares to maintain its listing, the company announced that it purchased 500 BTC in the secondary market against the trend, increasing its total holdings to 8,000 BTC (fair value of approximately $496 million), ranking 16th globally among publicly listed companies in terms of Bitcoin holdings. The company is approximately 44% owned by Hut 8, and Eric Trump, the second son of Trump, serves as Chief Strategy Officer.

According to The Block, Cathie Wood's Ark Invest purchased 181,847 shares of SpaceX on Wednesday, worth approximately $27 million.SPCX fell 0.81% on the day, closing at $148.26, with a cumulative decline of 13.5% over the past five trading days.

Strategy CEO Phong Le posted on platform X that during the 3 months from April 6 to July 6, 2026, Strategy's Bitcoin holdings increased by 10%, reaching 843,775 BTC.During the same period, Strategy's US dollar reserves increased by 13%, reaching $2.55 billion; year-to-date BTC returns rose from 3.7% to 7.8%, achieving more than double growth.

According to on-chain analyst Yu Jin's monitoring, the Hyperliquid team has allocated 238 million HYPE, which is currently all staked. At the current price, this is worth approximately 16 billion USD, generating about 14,400 HYPE in staking interest daily, valued at around 1 million USD.Yu Jin stated that since HYPE was listed a year and a half ago, the team has accumulated approximately 8.08 million HYPE in staking interest, worth about 565 million USD at the current price. Of this, only about 4.93 million HYPE has been sold, so the current amount of HYPE in the address has exceeded the initial allocation, reaching approximately 241 million HYPE, valued at around 16.5 billion USD.Earlier reports indicated that the Hyperliquid development team, Hyperliquid Labs, transferred out 452,000 HYPE in the early morning, equivalent to about 32.32 million USD, and HYPE fell by 5% that day. Yu Jin noted that this HYPE may be sold through the market maker Flowdesk, with part flowing into its on-chain wallet and another part into its recharge addresses on OKX, Bybit, and Gate.

According to Cointelegraph, Santiment data shows that the exchange supply of Bitcoin and Ethereum is close to historical lows, with Bitcoin at its lowest level since 2017 and Ethereum at its lowest level since 2015, reflecting increased confidence in investor holdings.

According to official social media news, Huobi HTX will hold a live debate themed "STRATEGY: The Commitment to Never Sell Coins is Broken: Where Will Institutional Holding Models Go?" today at 20:00. At that time, Shouyi, Maomaojie, Wang Fugui, and DeFi Sniper will represent the affirmative side, while the opposing side will consist of 0824, Mo Cheng, Nika, and Daidai engaging in a clash of viewpoints. Both sides will conduct an in-depth discussion on key topics such as why institutions are beginning to adjust their holding strategies and how market liquidity will evolve, jointly analyzing the new changes and trends in the cryptocurrency market.

EDX Markets, a digital asset technology company, announced the completion of a $76 million Series C funding round, led by Japan's comprehensive financial group SBI Holdings. This round of financing will be used to expand its trading, clearing, and settlement capabilities, accelerate product development, and expand its global business.SBI Holdings has recently been actively investing in the digital asset field, including the issuance of Japan's first trust bank-supported yen stablecoin JPYSC, and promoting the domestic circulation of dollar stablecoins such as RLUSD and USDC. In addition, EDX launched its crypto-as-a-service product EDX FlowConnect™ earlier this year and submitted an application to the Office of the Comptroller of the Currency (OCC) to establish a regulated national trust bank, EDX Trust, to provide digital asset custody, clearing, and settlement services.

Cryptocurrency exchange EDX Markets, supported by Wall Street giants, announced the completion of a $76 million Series C funding round, led by Japanese financial group SBI Holdings. The funds will be used to expand its institutional digital asset trading, clearing, and settlement capabilities, accelerate product development, and drive global business expansion.SBI previously launched the yen stablecoin JPYSC, supported by trust banks, and plans to handle dollar stablecoins such as RLUSD and USDC in Japan. This investment is seen as part of its strategy to strengthen compliance and digital asset infrastructure. Earlier this year, EDX launched the "EDX Flow Connect" crypto-as-a-service product and submitted an application to the Office of the Comptroller of the Currency (OCC) to establish a regulated custody and clearing institution, EDX Trust, to provide custody, clearing, settlement, and risk management services for institutions.

The Nasdaq-listed Bitcoin mining company and data center operator CleanSpark released its mining data for June 2026. The data shows that the company mined a total of 614 Bitcoins in June, while selling approximately 429 BTC in the market during the same period, resulting in a net retention of 185 Bitcoins for the month. As of the end of June, CleanSpark's total Bitcoin inventory reached 13,924 Bitcoins.

According to PRNewswire, the Bitcoin-centric US stock AI data center Hyperscale Data announced that its subsidiary ACG purchased 115.9205 bitcoins in the open market from June 30 to July 6. As of now, the total bitcoin holdings amount to approximately 900 bitcoins. As of July 6, 2026, the total value of the bitcoins, cash, restricted cash, and silver assets held by the company is approximately $111.4 million.