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The on-chain data analysis platform Bubblemaps posted on platform X, stating that investors who participated in the MEGA token presale and chose to lock their tokens for additional rewards are currently facing a paper loss of about 50%.Data shows that this group of investors has invested a total of 28.3 million dollars, and the current value of their holdings has dropped to 13.6 million dollars. The related tokens will not be unlocked until April 2027.

CryptoQuant analyst Darkfost stated that data shows short-term holders (holding periods of no more than 155 days) have been in a state of realized losses for about nine consecutive months, a characteristic that is typically more aligned with a bear market environment.It is estimated that the cost basis for short-term holders is around $68,800, so they are still facing some pressure overall. Currently, as Bitcoin attempts to stabilize above $65,000, short-term holders are expected to continue selling at a loss of about 4%.

ARK Invest's funds collectively purchased 121,400 shares of SpaceX stock, valued at approximately $14.996 million; at the same time, they sold 97,300 shares of Robinhood stock, valued at approximately $10.351 million, continuing the recent trend of reduction.On the same day, ARK also purchased about $4.965 million worth of shares in electric aircraft company Archer Aviation. According to previous reports, SpaceX closed down over 6% yesterday, hitting a new low since its listing.

Tesla's Bitcoin reserves remain unchanged at 11,509 BTC, continuing a status of not buying or selling the cryptocurrency for nearly four years, and accounting for a post-tax impairment loss of $112 million on its digital asset holdings.Bitcoin fell 14% in the second quarter from about $83,000 to $58,000, then rebounded to around $65,840. Tesla's revenue in the second quarter was $28.2 billion, exceeding expectations; adjusted earnings per share were $0.33, below expectations.

Web3 security company CertiK released the "2026 First Half Wrench Attack Report." The report shows that in the first half of 2026, a total of 52 publicly verified wrench attack incidents were recorded globally, an increase of 33.3% year-on-year; related losses amounted to approximately $124 million, an increase of about 11.8 times compared to the same period last year.The report points out that attackers are shifting from exploiting technical vulnerabilities to targeting asset holders and their real-world relationship networks, with home invasion incidents rising from 1 in the first half of 2025 to 20, accounting for 41% of the total incidents during the same period. Europe has become a high-frequency attack region, with 33 incidents occurring in France, accounting for 63.5% of global cases.CertiK states that as real-world risks become a significant challenge for digital asset security, businesses and high-value individuals need to establish a more comprehensive protection system. CertiK has launched operational security services to help identify risks related to the exposure of information such as identity, home, residence, and travel trajectory; at the same time, through CertiK Security Workspace, it correlates off-chain intelligence, on-chain transactions, and AML risk signals to support institutions in tracking and analyzing cybercrime activities.In addition, CertiK is strengthening cooperation with international law enforcement agencies such as Interpol and Europol to provide technical support for cross-border attack investigations and security policy research.

According to on-chain analyst Ai Yi (@ai_9684xtpa), address 0x9BF...4564a withdrew 4,819 ETH (approximately 9.35 million USD) from the exchange on February 8 at an average price of 1,941.25 USD, marking its first operation after being dormant for two years since March 2024.During the holding period, the account's unrealized loss once reached as high as 1.8 million USD. Half an hour ago, the address deposited 1,200 ETH to Gate exchange, and if sold at the current price, it would only incur a loss of about 20,000 USD, essentially close to breaking even.

According to official news, the Gate Launchpool Phase 367 ANTFUN event will take place from July 21, 20:00 to August 4, 20:00 (UTC+8). Users can stake USDT, GUSD, or ANTFUN to share a free airdrop of 3,756,574 ANTFUN.Currently, the estimated annualized return for the USDT staking pool is 5.80%, with a total staked amount exceeding 37 million USDT; the estimated annualized return for the GUSD staking pool is 4.90%, and with an additional 3.80% GUSD minting yield, the total estimated return can reach 8.70%, with a total staked amount exceeding 36 million GUSD; the exclusive ANTFUN staking pool has an estimated APR of up to 176.82%, with a total staked amount exceeding 11.6 million ANTFUN. Users can choose different staking pools to participate in the event based on their asset allocation, enjoying diversified yield opportunities while receiving airdrop rewards.

According to The Block, Cathie Wood's Ark Invest purchased 16,665 shares of Securitize (SECZ) on Tuesday, valued at approximately $125,654. SECZ rose 13.9% that day, closing at $7.54.

According to ChaoXiang Research, Morgan Stanley's stock strategy report on July 20 pointed out that AI-related stocks have faced fierce selling in recent weeks, with the South Korean stock market dropping 25% from its peak, and the Philadelphia Semiconductor Index falling 20%. Individual stocks like Samsung and Micron have seen declines between 20% and 50%. The report believes that the core driving force behind this round of decline is technical factors and position clearing, with no deterioration in fundamentals. The gap between relative prices and relative earnings trends in semiconductors continues to widen, but the supply-demand tight balance for DRAM and NAND is expected to last until 2028. DRAM spot prices remain high, and Micron has also raised its performance guidance, indicating that supply-demand tightness will last at least until 2027. The RSI of the Philadelphia Semiconductor Index is nearing the oversold zone, and the accumulated momentum gains for the year have basically been retraced.Morgan Stanley believes that once the oversold signal is confirmed, a rebound window will open, and it suggests that investors gradually position themselves in semiconductors during the summer. The proportion of second-quarter earnings reports exceeding expectations reached 97%, and companies in the S&P 500 that reported better-than-expected earnings outperformed the market by an average of 1.7 percentage points on the day of the report. In terms of allocation, Morgan Stanley has raised its equity allocation from 60% to 65%, increased its Eurozone allocation from 8.7% to 11%, and is overweight in sectors such as semiconductors, mining, capital goods, automotive, insurance, and banking, while underweighting software, business services, and media in the "AI erosion group." Regarding geopolitical conflicts, the report believes that the "buying on dips" strategy since the end of March remains effective.

According to SolanaFloor data, Solana regained the top position among all blockchains in terms of daily network revenue (on July 18), marking the first time in nearly five months.

According to data from the Gate platform, SK Hynix (SKHX) reached a maximum of $1273 in 24 hours, currently reported at $1220.5, with a 24-hour increase of 4.90%. According to CoinGlass data, the contract open interest for Gate SK Hynix (SKHX) has reached $37.0579 million, ranking among the top in the industry.

According to Bloomberg, producing the world's most popular advanced semiconductors requires a large amount of energy and relies on rare mineral resources. A UK AI startup, CuspAI, which was founded just two years ago, is betting that artificial intelligence can optimize this process and has raised nearly $500 million in funding for this purpose.CuspAI announced the establishment of the AI Materials Foundry alliance. This alliance brings together more than 48 tech giants, industrial companies, and research institutions, including Nvidia, Meta, and Hyundai Motor Group. The alliance aims to integrate the computing power resources and research capabilities of its members to jointly develop AI software, helping researchers develop new materials suitable for chip manufacturing and other industries at lower costs and faster speeds, thereby improving the efficiency of material research and accelerating innovation in advanced semiconductors and related industries.

CryptoQuant analyst Darkfost stated that the Bitcoin bear market has lasted for about 9 months, affecting both short-term and long-term holders. The cost basis of short-term holders has fallen below that of long-term holders and has been confirmed for 3 days, triggering a "bear market nearing its end" signal. This indicator excludes BTC held for more than 7 years when calculating the cost basis of long-term holders to more accurately reflect the economically active long-term positions.Darkfost emphasized that this signal does not mean the bear market is immediately over, nor does it indicate that the market bottom has been established; rather, it suggests that the market may be entering the final phase of the bear market, during which adopting a dollar-cost averaging strategy may be more reasonable. He stated that if the cost basis of short-term holders subsequently breaks back above the cost basis of long-term holders, it can be seen as a confirmation signal for the beginning of a bull market phase and can serve as a reference for ending dollar-cost averaging. Currently, the cost basis of short-term holders has fallen from $112,500 to $69,000.

According to CoinDesk, a survey by financial technology service provider Broadridge of 200 North American financial services executives shows that 84% of the responding institutions believe that tokenization is of significant importance to their business, indicating that Wall Street is transitioning from the experimental phase of blockchain to preparing for the integration of tokenized assets into everyday market infrastructure.The survey reveals that 68% of respondents believe that tokenization will partially reshape financial markets in the next 3 to 5 years, with nearly one-third of institutions planning to increase their investment in tokenization projects by 26% to 50% or more over the next 2 years. Meanwhile, 92% of institutions expect digital assets and traditional assets to coexist in the foreseeable long term, and 69% plan to integrate tokenization into existing infrastructure rather than building a native on-chain system from scratch.

According to TechFundingNews, Nvidia's venture capital division NVentures previously invested approximately $196 million in the UK fintech company Revolut.A confirmation statement disclosed by the UK Companies House shows that a shareholder entity suspected to belong to NVentures LLC holds about 141,834 shares of Revolut. Based on the issuance price disclosed in this round of financing by Revolut, this portion of shares is valued at approximately $195.9 million.Previously, neither Nvidia nor Revolut publicly disclosed the specific investment amount and shareholding scale of NVentures in the company. The exposure of this document indicates that Nvidia is further positioning itself in the fintech sector through strategic investments.Founded in 2015, Revolut is one of Europe's leading digital banking platforms, covering areas such as payments, foreign exchange, investment, and cryptocurrency services. In recent years, Nvidia has continuously invested in AI, fintech, and next-generation internet infrastructure companies through NVentures, and this investment in Revolut is also seen as part of its expansion into the AI and digital finance ecosystem.

Bitcoin rose to nearly $65,000 due to the U.S. inflation data in June being lower than expected, but on-chain data shows that long-term and short-term holders are synchronously selling off.

Strategy Inc. currently holds 843,775 BTC, valued at approximately $55 billion based on a price of about $64,500; its total cost for Bitcoin is about $63.69 billion, with an average cost of about $75,500, resulting in an unrealized loss of nearly $9.9 billion. Strategy's Executive Chairman Michael Saylor disclosed that as of July 12, 2026, the company's BTC reserves are 843,775 coins, with a cash reserve of $3 billion, and has increased its cash reserves by $450 million.The company has not purchased Bitcoin since June 22 and recently sold 3,588 BTC to establish a cash position. The $3 billion reserve can cover about 20 months of preferred stock dividends and debt interest obligations. That week, Strategy raised approximately $467 million by selling common stock through a market issuance plan, marking the third consecutive week without increasing Bitcoin holdings. Saylor stated that Strategy will convert Bitcoin into Digital Credit.

According to Bitcoin Magazine, a report from NYDIG shows that Bitcoin has fallen nearly 30% this year, performing the worst among various assets, lagging behind U.S. Treasury bonds, silver, and the Swiss franc. The report points out that the current slump is due to supply mechanisms rather than risk sentiment, and the timing and structure of the pullback in 2025-2026 are increasingly resembling the adjustment years of 2014, 2018, and 2022. If the 2022 model is fully replicated, the cycle low could be around $38,000-$39,000.However, Bitcoin experienced its lowest volatility year on record in 2025, and some analysts believe this year's pullback may be shallower than in previous bear markets. In Q2 2026, the rolling correlation between Bitcoin and gold increased, with both assets facing sell-offs, and the "devaluation trade" losing momentum. Bitwise stated last week that despite Bitcoin being in the deepest and longest slump since the last bear market, the fundamentals have laid the groundwork for a rapid recovery. NYDIG referred to the CLARITY Act as "the most important forward-looking catalyst for the digital asset industry."

The U.S. securities settlement infrastructure DTCC began live production trading of tokenized stocks and government bonds on Wednesday, advancing its tokenization work from a testing environment to actual operation. According to The Wall Street Journal, nearly 40 financial institutions and technology providers are participating, including JPMorgan Chase, Goldman Sachs, BlackRock, Vanguard, and the New York Stock Exchange.DTCC's subsidiary DTC custodies over $114 trillion in securities. The first day of trading covers use cases such as collateral, repurchase agreements, stocks, margin, and asset transfers, with tokenized assets including Microsoft and Circle stocks, Invesco QQQ Trust, SPDR S&P 500 ETF, iShares Short-Term Treasury ETF, and government bonds of various maturities.JPMorgan Chase will tokenize part of its QQQ holdings. DTCC stated that this is currently the initial limited production trading phase, with a full service plan set to launch in October, at which time institutions holding assets at the clearinghouse will be able to convert some securities into tokens. This service is built on DTCC's ComposerX platform, relying on the no-action letter granted to DTC by the SEC last December.