q2

According to an official announcement from Samsung Electronics, it has officially disclosed its performance guidance for the second quarter of 2026. Based on the Korean International Financial Reporting Standards (K-IFRS), Samsung Electronics expects consolidated sales for the quarter to be approximately 171 trillion won (with an estimated range of 170 trillion to 172 trillion won) and consolidated operating profit to be around 89.4 trillion won (with an estimated range of 89.3 trillion to 89.5 trillion won).Data shows that compared to the same period last year, Samsung Electronics achieved a significant leap in performance for this quarter. In comparison, its consolidated sales for the second quarter of 2025 were 74.57 trillion won, and operating profit was 4.68 trillion won; in the previous quarter (the first quarter of 2026), its sales were 133.87 trillion won, and operating profit was 57.23 trillion won.This strong performance is mainly attributed to the ongoing artificial intelligence boom, which has driven a surge in demand and price increases for high bandwidth memory (HBM) and other advanced storage chips. It is reported that Samsung Electronics will release a detailed complete financial report later this month.

According to the official announcement, the on-chain burn of GateToken (GT) for the second quarter of 2026 has been officially completed, with a total of 2,570,063.3829548 GT transferred to the burn address, with a burn value exceeding 17.75 million USD.Since the launch of the Gate Chain mainnet in 2019, GT has implemented a continuous burn mechanism, and as of now, a total of 189,947,219 GT has been burned, with a total burn value exceeding 1.311 billion USD (based on quarterly average prices). The total supply of tokens has significantly decreased from the initial 300 million by approximately 63.32%.As the only Gas token of Gate Layer, the usage frequency of GT continues to increase. As underlying infrastructure, Gate Layer provides high-performance network support for applications such as Gate Perp DEX, Gate Fun, Gate Meme Go, and Gate Swap. Gate will continue to implement a long-term, stable GT burn mechanism to create a closer positive cycle between the token economic model and real usage demand and ecological expansion.

According to BBX data, last week the largest listed company in Asia, the BTC reserve party, announced record quarterly coin purchase data, and the world's largest RWA tokenization platform officially landed on the New York Stock Exchange. The core dynamics are as follows:Metaplanet Inc. (TSE: 3350) officially disclosed its Bitcoin accumulation data for Q2 2026 on July 1: throughout the quarter, it purchased 2,823 BTC at an average price of approximately $78,872 (35.4886 billion yen), totaling about $225 million. As of June 30, the total holding increased to 43,000 BTC, with a total cost of about $4.09 billion (overall average price of $95,209). The uniqueness lies in the fact that the company's specialized Bitcoin options trading business generated operating income of $10.95 million in Q2, which, when directly offset against the coin purchase cost, resulted in an effective net purchase average of approximately $75,032 per coin (although still at a discount compared to the current market price of about $61,000, it saves about 4.8% compared to the nominal average of $78,872); the total options income for H1 2026 was $29.2 million, with trailing 12-month options income of $70.7 million; Q2 BTC Yield (holding amount/effective diluted shares ratio) increased by 6.6% year-on-year; the source of funds for this quarter's coin purchases was credit lines, ordinary bond issuance, and options income, without using equity dilution methods. The company also disclosed that it has reached an agreement to acquire the licensed Japanese Type 1 securities firm Siiibo Securities, which will be included in the "Project Nova" strategic expansion plan.Securitize Corp. (NYSE: $SECZ) officially completed its SPAC merger with Cantor Equity Partners II ($CEPT) at the beginning of July and was listed on the New York Stock Exchange, becoming the world's first NYSE-listed company with tokenized asset infrastructure as its core business. According to CoinDesk, on its first day of listing on the NYSE, the company tokenized $295 million of its own $SECZ stock and simultaneously deployed it on the Solana and Avalanche blockchains, marking the largest issuer-led tokenized public stock release to date. Securitize uses its own stock as a tokenization case to counter third-party synthetic token solutions (i.e., derivative structures without direct ownership) offered by competitors. The company previously managed over $4 billion in tokenized assets and established deep partnerships with NYSE, BlackRock, Computershare, Jump Trading, etc., with Q1 2026 revenue of $19.5 million; after the listing of $SECZ, it will serve as a valuation benchmark anchor for the RWA tokenization track, forming a strong triad in the on-chain asset securitization field alongside Coinbase (Base chain) and Galaxy Digital (institutional RWA lending).

According to a report by Reuters, benefiting from the ongoing tight supply of memory triggered by the rapid development of AI and a significant increase in chip prices, Samsung Electronics' operating profit for the second quarter of this year is expected to surge approximately 18 times year-on-year, reaching about 86 trillion won (approximately 56.35 billion USD). This will mark the company's third consecutive quarter of setting a historical high for operating profit. Analysts point out that, in addition to high bandwidth memory (HBM), the popularity of complex applications such as Agentic AI has also greatly driven strong demand for traditional DRAM and NAND products, and it is expected that the supply-demand imbalance in the memory market will last at least until next year.Despite the strong performance expectations, analysts warn that due to Samsung's previous agreement to allocate 10.5% of the operating profit from its semiconductor division as special bonuses for employees to avoid strikes, the timing of this substantial reserve may cause the actual reported profit for the second quarter to be slightly lower than market expectations. Additionally, affected by the rising costs of memory components, Samsung's mobile business is facing severe pressure on profit margins, and the industry expects that it may need to further raise prices for terminal products such as smartphones in the second half of the year to alleviate cost pressures.

According to The DeFi Report's Ethereum Q2 ecological performance report, Ethereum's Q2 Real Economic Value (REV) is $88.4 million, a 7% increase quarter-over-quarter, but a 68% decrease year-over-year.The report shows that the average real on-chain yield in Q2 is only 0.17%, a 14% decrease quarter-over-quarter and a 61% decrease year-over-year; the total on-chain yield (including issuance) is 2.68%, with the issuance portion accounting for 94%, while priority fees and MEV contribute only 0.17%. L1 GDP, DeFi activity, and L2 participation continue to significantly weaken.The report points out that although user experience and throughput have improved, L1 fee capture capability remains weak, and future efforts need to leverage real-world applications like RWA as a settlement layer to smooth out cyclical fluctuations.

According to SolanaFloor data, Solana set multiple new highs in key metrics in the second quarter of 2026, including tokenized stock spot trading, dApp revenue, on-chain transaction activity, and perpetual futures nominal trading volume.Among them, the trading volume of Solana tokenized stocks reached $4.84 billion, with a market share exceeding 96%; the quarterly revenue of ecological applications was $257 million, ranking among the top of all public chains for the 9th consecutive quarter.

According to BBX data, yesterday, publicly listed companies in multiple countries around the world experienced extreme differentiation in their digital asset treasury strategies, with some engaging in "hardcore accumulation" and others opting for "complete liquidation." The latest movements in real asset balance sheet adjustments are as follows:Metaplanet spent $220 million to aggressively accumulate: Metaplanet Inc. (TSE: $3350) officially submitted documents to the Tokyo Stock Exchange yesterday, revealing that the company purchased a total of 2,823 bitcoins in the second quarter of 2026, paying approximately 3.589 billion yen (about $22.3 million), with an average price of about $78,835 per coin. This accumulation increased the company's total bitcoin holdings to 43,000 coins, with a total cost of approximately 659.26 billion yen (about $4.08 billion). CoinDesk confirmed on the same day that it recorded "bitcoin revenue generation" revenue in Q2, but due to a decline in coin prices, it dropped about 41% compared to the previous quarter.KWAV strategically reversed and completely liquidated: K Wave Media (NASDAQ: $KWAV) submitted a suspended registration document to the SEC on June 30, indicating that the company has completely exited the previously high-profile bitcoin treasury plan, liquidating all its bitcoin holdings. The company plans to redirect the maximum $250 million originally intended for purchasing bitcoins entirely towards AI data centers and GPU computing infrastructure. Along with the liquidation, K Wave Media announced plans to change its name to Talivar Technologies, fully abandoning the label that was once seen by the market as Asia's "bitcoin follower." Due to the significant drop in bitcoin from its peak of $126,000, which triggered a chain reaction, the company is currently considering executing a reverse stock split to meet Nasdaq's minimum listing maintenance requirements, hastily entering the capital-intensive AI sector.

According to Jinshi, Tesla's pre-market surge exceeded 2%, but has now fallen back to less than 1%. The company's total deliveries for Q2 were 480,126 vehicles, higher than market estimates.

According to data from CryptoRank.io, the total TVL of global liquid staking protocols fell to $33.4 billion in the second quarter of 2026, a decrease of 56.1% from the historical high of $76 billion in the third quarter of 2025, marking three consecutive quarters of decline.Specifically, the fourth quarter of 2025 was $61.4 billion, the first quarter of 2026 was $45.2 billion, and the second quarter further dropped to $33.4 billion. The liquid staking sector continues to face pressure, reflecting that the overall DeFi ecosystem is still in a weak cycle.

Visa announced its second quarter results for fiscal year 2026, with net revenue of $11.2 billion, a year-on-year increase of 17%; GAAP net profit of $6 billion, a year-on-year increase of 32%; and earnings per share of $3.14, a year-on-year increase of 36%, all exceeding market expectations.The board authorized a new round of $20 billion multi-year stock repurchase program in April. In terms of stablecoin business, Visa's settlement pilot has reached an annualized scale of $7 billion, a 50% increase from the previous quarter, covering nine blockchain networks (including Polygon and Base), and operating over 130 stablecoin-linked card programs in more than 50 countries.In March of this year, Visa partnered with Bridge, a stablecoin infrastructure company under Stripe, to promote stablecoin-linked cards in over 100 countries. According to reports in early June this year, Visa, Mastercard, and Stripe are exploring the co-construction of a stablecoin platform. If the three major payment networks collaborate on stablecoin infrastructure, it could establish a de facto standard for the circulation of digital dollars in global commerce.

DefiLlama data shows that the second quarter of 2026 has become the most active period for recorded cryptocurrency hacking attacks, with a total of 83 independent attack incidents, setting a historical high. Despite the increase in attack frequency, the total losses for the quarter were approximately $755.3 million, still lower than the $3.56 billion in the fourth quarter of 2020.Among these, the $293 million attack on KelpDAO and the $280 million attack on Drift Protocol accounted for more than three-quarters of the total losses for the quarter. Cross-chain bridges were the largest source of losses, with related attacks resulting in approximately $351 million stolen.Earlier this month, Humanity Protocol lost $36 million, Aztec Connect's passive smart contracts faced two attacks, each resulting in losses of about $2.1 million, and the decentralized exchange Raydium experienced a $1.3 million attack in June.

American software giant Adobe released its Q2 results for fiscal year 2026, with revenue of $6.62 billion, a year-on-year increase of 13%, and an 11% increase when calculated at constant exchange rates; diluted earnings per share were $4.25, and adjusted earnings per share were $5.96. At the end of the quarter, the total annual recurring revenue reached $27.1 billion, which includes approximately $480 million from Semrush. During the same period, GAAP operating income was $2.24 billion, and non-GAAP operating income was $2.95 billion; GAAP net income was $1.71 billion, non-GAAP net income was $2.4 billion, and cash flow from operating activities was $2.17 billion.Adobe CEO Shantanu Narayen stated that the record revenue in the second quarter reflects strong customer demand for artificial intelligence products.

According to data from CryptoRank.io, in the second quarter of 2026, only $58 million was raised through methods such as Initial Exchange Offerings (IEO), Initial Coin Offerings (ICO), and Initial DEX Offerings (IDO), a decrease of 85% compared to the previous quarter. The number of fundraising projects also plummeted from 105 in Q1 to 37, a year-on-year decrease of 65%.In May, only 13 public fundraising events occurred, the lowest level since December 2020. Since peaking in the first quarter of 2025 (with $849 million raised across 429 projects), the public fundraising market has remained sluggish.

According to Globenewswire, the publicly listed Bitcoin mining company DMG Blockchain announced its financial report for the second quarter of fiscal year 2026, revealing plans to advance its AI data center transformation, currently focusing on two strategic directions: core data center business and digital asset financial services. In the future, its AI and computing power platform will provide relevant infrastructure and services to Canadian government agencies, enterprises, and research institutions.In addition, DMG Blockchain reported that it mined a total of 69 Bitcoins in the second quarter, which is basically flat compared to the previous quarter but represents a 25% decrease compared to the same period last year.

According to WSJ, Anthropic's revenue is expected to reach $10.9 billion in the second quarter, more than doubling from $4.8 billion in the first quarter, and it will achieve profitability at the operational level for the first time. Due to its enormous computing power requirements, the company may not be able to maintain profitability throughout the year; the operational profits have already accounted for the costs of training new models but do not include equity incentive expenses.As part of an ongoing financing round, Anthropic disclosed this data to investors, and this round of financing is likely to raise its valuation above that of OpenAI. Last summer, Anthropic shared financial data with investors, which indicated that the company might not achieve full-year profitability until at least 2028.

Digital payment company PayPal (PYPL) announced its Q1 2026 financial report, with net revenue of $8.35 billion, exceeding market expectations of $8.05 billion; adjusted earnings per share were $1.34, higher than the estimated $1.27.However, the company provided cautious guidance for Q2, expecting adjusted earnings per share to decline by about 9% quarter-over-quarter, with guidance set at $1.34. It also provided full-year guidance for fiscal year 2026, with adjusted earnings per share of $5.32 and revenue of $34.06 billion.Affected by the Q2 guidance falling short of expectations, PayPal's stock price briefly dropped over 10% during trading, but the decline has since narrowed to about 8%.

Web3 asset data platform RootData released the progress data for the 2026 Q2 TGE. From the time distribution perspective, the crypto market is entering a concentrated release period for Q2 TGE, with market risk appetite and liquidity activity rebounding in sync. Among them, MegaETH has become the core anchor point of this window period. This project focuses on "ultra-high performance real-time execution" of EVM L2. After completing a $30 million financing, it officially TGE'd on April 30 and simultaneously launched on major exchanges such as Coinbase, Upbit, and Bithumb. According to the "Upcoming Issuance" section data from RootData's market, TGE is showing characteristics of a "short-term concentrated explosion": on April 29, Gensyn completed its TGE, on the 30th, MegaETH and Real Finance TGE'd simultaneously, and on May 1, Kuvi followed closely with its launch. Avant is expected to push forward its TGE in the latter part of Q2. At the same time, Polymarket data also provided forward-looking signals: before June, it may enter a peak issuance interval. Dreamcash (64%), Arc (46%), and Oro (40%) are in the first tier and may form the core of the next liquidity competition. Overall, this round of Q2 TGE is not a confirmation signal for the market but rather the starting point for liquidity redistribution. The subsequent market strength will depend on the absorption capacity of the new supply and the degree of support from the project's fundamentals for valuation.

At the "Crypto 2026: From Cryptocurrency to Smart Economy" forum held in Hong Kong, Arda Senoz, the head of the Alchemy Pay ecosystem, delivered a keynote speech titled "Bridging the Fiat and Crypto Global Economies."Arda Senoz highlighted the recently launched Alchemy Chain, whose core value lies in connecting the settlement links between wallets, merchants, and payment partners. The ACH token serves three main functions on the chain: covering Gas fees, incentives, and governance. According to the technical roadmap, the core payment and ACH fee settlement will be implemented in Q4 2025, liquidity and interoperability will be advanced in Q1 2026, and the issuance of the Alchemy Chain stablecoin and the establishment of payment channels are planned for Q2 2026.Arda emphasized that Alchemy Pay always adheres to a compliant and secure product approach, promoting the mainstream adoption of digital assets through innovative solutions such as RWA integration, truly achieving a seamless connection between fiat currency and the crypto economy.