july

On-chain analyst Ai Yi posted on X that a certain address has accumulated profits of approximately 1.157 million dollars through five ETH swing trades since July.This address purchased 1,650 ETH (approximately 3.97 million dollars) at 2,417 dollars on September 3 and sold all of it for profit at a price of 2,474 dollars about 9 hours ago, making a profit of approximately 108,000 dollars on that single trade. The scale of each swing trade is around 4 million dollars, and the overall strategy is relatively conservative, focusing on small profits.

According to data from the Central Bank of Brazil (BCB), cryptocurrency purchases in July amounted to $572 million, a decrease of nearly 80% compared to $2.6 billion in June, and a decline of nearly 60% from $1.4 billion in July 2025.Fernando Rocha, head of the statistics department at the Central Bank of Brazil, stated that the changes are part of the adaptation of cryptocurrency exchanges to the new regulatory environment for digital assets, with anti-money laundering controls and governance requirements being significant factors in the reduction of transaction volume. Since 2026, the total amount of cryptocurrency purchases in Brazil has reached $15.25 billion, more than doubling compared to $7.6 billion in the same period of 2025. BCB noted that most of the related transactions involve stablecoins.

According to on-chain analysts, a certain trader bought 1,650 ETH at $2,417, worth approximately $4 million.Since July, their 4 ETH trades have accumulated a profit of $1.05 million.

According to on-chain analyst Yu Jin's monitoring, at the end of July, a whale or institution that redeemed 2.886 million HYPE from staking has completed liquidation, transferring the last 969,000 HYPE ($79.18 million) to Coinbase Prime and FalconX 20 minutes ago.They accumulated and staked it at around $19.8 at the beginning of last year, and liquidated it at around $64.9 in the past month, making a profit of $132 million (+228%).

The long-established financial media in Hong Kong, "Hong Kong Economic Journal," published a column article citing statistics from RootData, indicating that in the first seven months of 2026, over 100 cryptocurrency projects have announced shutdowns, bankruptcies, or indefinite service suspensions. The article states that the actual number of closures may be higher, as many projects have not officially announced their status but are "slowly disappearing."The article further states that this wave of closures is not limited to a single sub-sector but is widely affecting various projects, including exchanges, wallets, DeFi, DAO tools, Layer 2, and infrastructure, showing a trend of spreading across the entire sector.

According to Gate market data, CrowdStrike (CRWD.O) rose by 10%, marking the largest increase since July 14.

According to BBX data, yesterday global publicly listed companies in the U.S. stock market disclosed the latest official ledgers on cryptocurrency asset mining operations, ecological treasury financial reports, and on-chain data infrastructure. The core updates are as follows:Bitdeer (NASDAQ: $BTDR) July production surged 322% year-on-year, total exclusive computing power reached 81.7 EH/s: Nasdaq-listed Bitcoin mining company and AI infrastructure company Bitdeer released its production and operation update for July 2026. In terms of mining, the company mined a total of 1,190 Bitcoins that month (a year-on-year increase of 322%). In terms of computing power scale, self-operated computing power reached approximately 76.7 EH/s, other exclusive computing power 5.0 EH/s, and joint mining computing power 18.7 EH/s, totaling an exclusive computing power of 81.7 EH/s. As of the end of July, the company's balance sheet held a total of 257 Bitcoins (excluding customer deposits).Avalanche Treasury Company AVAT (NASDAQ: $AVAT) holds 15.3 million AVAX, plans to repurchase $10 million in stock: Avalanche ecological cryptocurrency treasury company Avalanche Treasury Company released its financial report for the second quarter of 2026. The company reported a net loss of $44.7 million for the quarter (loss per share of $1.54), of which approximately $35.7 million (about 80%) was a non-cash accounting loss due to changes in the market value of AVAX holdings, and approximately $15.2 million was a one-time cost incurred from business mergers, with core administrative expenses of about $3.5 million. The company's board has approved a $10 million repurchase plan for Class A common stock. As of June 30, the company held approximately 15.3 million AVAX (book value of about $100 million), with net staking income of about $1.5 million for the second quarter (cumulative approximately $3.6 million for the first half of the year).Solana Treasury Company DFDV (NASDAQ: $DFDV) launches State of Solana data dashboard: Nasdaq-listed SOL treasury company DeFi Development Corp announced the launch of the public real-time data research platform State of Solana. This platform integrates Solana's market price, network performance, staking rate, validator distribution, on-chain revenue, and ecological indicators into a unified dashboard, aiming to provide investors with a comprehensive fundamental perspective beyond price fluctuations, and will continue to expand the dataset and visualization analysis tools in the future.

MiniMax disclosed at its mid-2026 performance meeting that the company's annual recurring revenue (ARR) in August has exceeded $800 million, with second-quarter revenue increasing by 81.8% compared to the first quarter. The token consumption in July has reached 20 times that of January, and the contribution of the B-end business to the overall ARR has exceeded 80%.MiniMax stated that in terms of computing power, the company is one of the first two independent large model companies in the country to establish a large-scale, long-term stable infrastructure system. The infrastructure is now capable of independently supporting the largest training tasks, and the Effective Training Time Ratio (ETTR) has reached 97%.

In July, the personal income month-on-month rate in the United States was 0.4%, higher than the expected 0.2% and the previous value of 0.2%.

The U.S. July PCE price index month-on-month was 0.2%, higher than the expected 0.1%, and the previous value was -0.1%.

The U.S. July core PCE price index year-on-year is 3.3%, expected 3.30%, previous value 3.30%.

The annual PCE price index for the U.S. in July was 3.7%, higher than the expected 3.6%, and unchanged from the previous value.

Bitdeer released the production and operation update for July 2026: the company has signed a 16-year co-location lease agreement worth $4.7 billion for the artificial intelligence data center (AIDC) at the Tydal site in Norway, and has configured 121 megawatts of IT capacity to operate NVIDIA GPUs.

At 20:30 Beijing time tonight, the U.S. Department of Commerce will release the July Personal Consumption Expenditures (PCE) price index. The market expects the overall PCE in July to rise by 0.1% month-on-month, with the year-on-year increase falling from 3.7% in June to 3.6%; the core PCE is expected to rise from 0.1% to 0.2% month-on-month, while year-on-year it remains at 3.3%, marking the 65th consecutive month above the Federal Reserve's 2% inflation target.It is noteworthy that rising prices in the AI industry chain, high valuations in the stock market pushing up portfolio management fees, and the situation in the Middle East leading to increased energy costs may all become potential drivers of core inflation. Goldman Sachs predicts that stock market valuation factors alone could contribute approximately 0.11 percentage points to the month-on-month increase in core PCE for July.What draws more market attention is that the Bureau of Economic Analysis plans to comprehensively adjust the PCE statistical methods by the end of September, which may involve adjustments to the price calculations for categories such as computer hardware, stock portfolio management, and legal services, and may also retroactively revise historical data, increasing the difficulty of interpreting inflation data.Currently, the market's views on the Federal Reserve's policy path in September are increasingly divided. CME's "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged in September is 59.9%, while the probability of a 25 basis point rate hike has risen to 40.1%. The market is also waiting for this week's Jackson Hole annual meeting to seek the latest signals from Fed Chair Powell regarding inflation and subsequent interest rate policies.

According to The Kobeissi Letter, the total on-chain transactions of Solana reached a record 4.2 billion in July, a month-on-month increase of 13.5%. Compared to December 2025, the transaction volume increased by 2 billion, a growth rate of 91%. During the same period, Solana's native token SOL rose by 40% within 8 days, reaching its highest level since February 3.The increase in on-chain transaction activity was also driven by tokenized assets, with the current market value of RWA exceeding $38 billion. Several on-chain platforms contributed to this growth, with Jupiter currently handling 71% of DEX aggregator transaction volume on Solana. Since August 16, the total market capitalization of cryptocurrencies has increased by $58 billion, and on-chain transaction activity has returned to historical highs.

According to CryptoQuant analyst Woominkyu, since early July, the price of BTC has risen from about $60,000 to $78,000, an increase of about 30%. During the same period, the market capitalization increased from $20.6 billion to $24.9 billion, approaching the high point of this phase.He pointed out that unlike the price increase, the proportion of borrowed funds has not risen in tandem. This indicator peaked on August 14 and has since continued to decline. Even though BTC accelerated its rise after August 19, the leverage ratio has not significantly rebounded. He believes that compared to a market driven by borrowed funds, the current capital structure is healthier; if BTC's price stagnates while the proportion of borrowed funds rises again, it may become a risk signal that needs attention.

The Ethereum client Besu has fixed five security vulnerabilities discovered by the blockchain security company CertiK in version 26.7.1 released on July 27, and published four detailed security announcements on August 14. The details of the vulnerabilities were disclosed later to allow node operators to complete the upgrade deployment.Jialiang Chang, CertiK's Director of Security Engineering and Senior Audit Partner, stated that the arrangement of releasing patches first and details later provides an 18-day buffer period, allowing node operators to identify affected deployments, test the new version, and coordinate with validators or consortium participants to complete the upgrade. The relevant vulnerabilities involve block broadcasting processing, future height consensus proposal caching, WebSocket subscription limits, and JSON-RPC filter creation. If not fixed, attackers could exhaust node memory or thread resources, affecting node availability and consensus processing.CertiK conducted adversarial testing on peer-to-peer, HTTP RPC, WebSocket RPC, and consensus interfaces in a private multi-node test network using the Chain Scan method, and provided reproducible testing tools to the Besu team. CertiK is updating Chain Scan to expand around-the-clock multi-node testing for public chain networks.

Federal Reserve's Musalem stated that he suggested raising interest rates in July and does not want to give a clear view on what action the Federal Reserve will take at the September FOMC meeting. He will not predict the September meeting.He hopes to reduce inflation to 2% within 18 months. When supply shocks occur, it is necessary to focus on core inflation. Forward guidance means commitment, while conveying the policy framework is different. The labor market has not brought inflationary pressure.

The computing company Alpha Compute reported that its cash revenue from gaming operations in July and the Alpha-01 NVIDIA GPU cluster reached $1.57 million, an increase of approximately 35 times compared to total revenue in April 2026.