pan

According to Bitcoin.com, as of July 25, 2026, 10 publicly listed companies collectively hold over 1 million BTC. Strategy holds 843,775 BTC, valued at approximately $58 billion at current prices, making it the largest corporate holder of Bitcoin in the world.On the list, Twenty One Capital holds 43,514 BTC, Metaplanet holds 43,000 BTC, Mara Holdings holds 36,303 BTC, Bullish holds 24,300 BTC, and Strive holds 19,921 BTC. SpaceX holds 18,712 BTC, Coinbase Global holds 16,492 BTC, Riot Platforms holds 15,680 BTC, and Cleanspark holds 13,924 BTC.SpaceX went public on NASDAQ on June 12, 2026, raising approximately $85.7 billion in its IPO. Since 2026, Riot Platforms' stock price has increased by 73%, Cleanspark by 39%, and Mara Holdings by 31%. During the same period, Strategy has decreased by 40%, Metaplanet by 49%, Twenty One Capital by 48%, and Coinbase Global by 31%.

NVIDIA CEO Jensen Huang stated in a Bloomberg podcast interview that South Korea is in a "golden era," and its semiconductor and industrial capabilities can help build AI infrastructure globally. NVIDIA has reached multiple collaborations with SK Group, and the scale of their future business exchanges in areas such as storage procurement, AI supercomputers, and data center construction will exceed $500 billion. NVIDIA will purchase a large number of storage chips from SK Hynix for several consecutive years and will work together to advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products.Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to a maximum of 2 gigawatts soon, and NVIDIA will sell supercomputers to it. The cooperation between the two parties includes both NVIDIA's procurement of storage and SK Group's procurement of AI infrastructure.Jensen Huang believes that as AI entities and robots begin to use computers on a large scale, chip demand will no longer be driven solely by human users. In the next approximately 10 years, the global semiconductor industry scale may need to expand to 10 times its current size. Currently, resources such as HBM storage, land, electricity, and data center construction are all under tight conditions; the industry may be capable of doubling its capacity each year, but faster expansion will be very difficult. The entire industry may be able to double its supply scale each year, but land, electricity, and factory space cannot expand as quickly as consumer electronics, so the construction of AI infrastructure may continue to progress at a limited pace over the next 10 years.Regarding the AI competition between China and the United States, Jensen Huang stated that both countries have excellent AI researchers. Although resources, conditions, and restrictions differ, both will continue to drive advancements in AI technology. The number of AI researchers trained in China each year may exceed the total in other regions of the world, and the United States still needs to continue learning, collaborating, and maintaining competition.

According to INBi, consultant François Garcin, who assisted in building MARA's business in France, filed a lawsuit against MARA Holdings in the U.S. District Court for the Southern District of New York on July 22, seeking over 11 million euros in compensation.Garcin claims that after MARA terminated the contract on March 6, 2026, it failed to pay 2.4 million euros in consulting fees and approximately 5.92 million euros in success commissions (based on 4% of the 148 million euro investment in Exaion). Exaion is a subsidiary of EDF, and this investment accounts for 64% of the capital for the relevant project.Garcin's previous tasks included recruiting former Engie CEO Gérard Mestrallet, obtaining an invitation to the Choose France summit, and arranging a meeting with former President François Hollande, among others.

Nasdaq-listed company Tron Inc. announced that it purchased 150,517 TRON at an average price of $0.3322, further expanding its TRX treasury size.After this increase, Tron Inc. now holds a total of over 706.7 million TRX. The company stated that it will continue to expand the size of its TRX digital asset treasury to enhance long-term shareholder value.

According to the WSJ, Robinhood is in talks with the cryptocurrency trading platform Crypto.com to further expand its prediction market business.Insiders revealed that both parties plan to integrate Crypto.com's prediction market business into the Robinhood platform, allowing users to participate in the "yes/no" prediction contracts offered by Crypto.com directly through the Robinhood trading interface.

According to Jinshi, citing a report from the Korean News Agency, SK Group will supply chips worth $750 billion to American technology companies, including Nvidia.

According to a report by the WSJ, The Boring Company, founded by Musk, is seeking new funding support, and the new round of financing will value the company at approximately $20 billion.The Boring Company was established in 2016 and primarily develops underground transportation tunnel technology aimed at alleviating urban traffic congestion. Currently, the company is operating the Vegas Loop project in Las Vegas, USA, and plans to expand its underground transportation network to more cities.

According to Jinshi reports, Nvidia (NVDA.O) announced that it will invest $1 billion in South Korean internet and cloud service provider Naver for its AI data center project under construction in Korea.Nvidia stated that this funding will allow Naver's data center to expand more than twice its current size. The project is jointly developed by Naver and the American private equity firm Brookfield Group, and will be fully equipped with Nvidia AI computing hardware.In addition, Nvidia has reached a cooperation agreement with SK Group to plan the construction of an AI data center cluster in Korea with a total computing power exceeding 2 gigawatts, which can roughly meet the electricity needs of 1.5 million households.Nvidia revealed that the first AI computing factory built by SK Telecom will be put into operation next year. Nvidia CEO Jensen Huang stated, "Korea is entering a golden development period. The country's semiconductor industry and industrial sector are thriving, and it has the complete capability to build AI infrastructure for the world."

According to CoinDesk, the European Union (EU) has expanded the scope of sanctions against Russia, targeting the A7 cross-border payment network and its newly established African affiliate, as well as the A7A5 stablecoin used to evade sanctions.The latest sanctions package expands the trading ban to 14 crypto-related platforms in countries such as Georgia, the UAE, and Panama, and introduces a tool that can be used to comprehensively prohibit crypto asset services used by Russia.In addition to digital asset measures, the EU has also implemented asset freezes and trading bans on 94 banks and major financial institutions, and expanded the trading ban to an additional 33 Russian credit and financial institutions.

According to market news, American defense technology company Anduril is in talks for financing, with a valuation of approximately $100 billion. No decisions have been made regarding future financing yet.It is reported that the company may ask investors to commit to participating in the subsequent second round of financing at a higher valuation.

The European Union has further tightened restrictions on cryptocurrency assets related to Belarus, prohibiting Belarusian citizens and residents from owning, controlling, or managing cryptocurrency service providers regulated by the Markets in Crypto-Assets Regulation (MiCA). According to the Council Decision (CFSP) 2026/1847 passed by the EU Council, this measure is an extension of the EU's sanctions framework against Belarus's involvement in the Russia-Ukraine conflict.The new regulations will officially take effect on July 24, with the expanded restrictions on the cryptocurrency industry set to be implemented from August 25. According to MiCA, the affected services include operating cryptocurrency trading platforms, cryptocurrency exchanges, executing and transmitting customer orders, cryptocurrency issuance services, asset transfer services, investment consulting, and portfolio management.This restriction comes as the MiCA transition period ends on July 1. The EU had previously required unauthorized cryptocurrency businesses to cease related operations, or face regulatory enforcement. The EU stated that this expansion of restrictions is part of its efforts to combat the use of cryptocurrency platforms to evade sanctions against Russia. Previously, in the 21st round of sanctions against Russia, the EU had expanded the trading ban to 14 cryptocurrency-related service platforms outside the EU and established a mechanism to prohibit future transactions with any foreign cryptocurrency service providers identified as helping Russia evade sanctions. Market participants noted that as the MiCA regulatory framework is fully implemented, the EU is further strengthening its regulatory control over the cryptocurrency industry through licensing systems and sanction mechanisms.

Japanese regulatory authorities are advancing the adjustment of the legal framework for digital asset investment. A spot Bitcoin ETF may be approved for listing as early as 2028, but the timeline still depends on the progress of regulation, product review, and tax reform.On July 15, the Japanese Diet approved the transfer of Bitcoin and approximately 105 other crypto assets from the Payment Services Act framework to the Financial Instruments and Exchange Act, removing a major legal obstacle for related funds to be listed on the Tokyo Stock Exchange. Major Japanese financial groups such as SBI Holdings and Nomura are preparing digital asset products. Japan also plans to adjust the crypto asset tax system from a maximum miscellaneous income tax of 55% to a separate reporting tax system of approximately 20.315%.

A report jointly released by the Bitcoin collateral lending platform CoinRabbit and the computing power platform GoMining points out that managing Bitcoin is more important than mining it. As the block reward drops to 3.125 BTC and the overall network difficulty approaches historical highs, low electricity prices and high uptime only constitute a survival baseline. What truly differentiates mining companies is the method of handling Bitcoin after it is mined.The report suggests that mining companies are shifting from direct sales to collateralized lending to cover recurring expenses such as electricity, custody, and labor. This approach retains exposure to holding Bitcoin while generating cash flow, avoids taxable sales, and preserves the deduction space for operating expenses. The trade-off is that mining companies simultaneously bear the dual risks of price and liquidation when Bitcoin prices decline.Jeremy Dreier, Chief Business Development Officer of GoMining, stated that the miners who can succeed after the halving are those who operate efficiently and have set aside cash in advance for this purpose. The current decline in Bitcoin prices has actually lowered the cost of increasing computing power, creating a window of opportunity for investing in expanding mining machines.

Nasdaq-listed digital insurance product company Zhibao Technology announced that it has signed a non-binding term sheet with Joyertech and Information OPC, intending to sell shares through PIPE financing and receive approximately 3,500 bitcoins as consideration, valued at about $220 million at current prices. The transaction is still subject to final valuation, custody arrangements, audit verification, regulatory review, Nasdaq compliance, and the signing of a final agreement. The term sheet indicates that at the time of PIPE financing closing, the buyer is expected to designate a majority of the board members of Zhibao Technology, while the existing management team will continue to be responsible for daily operations. Zhibao Technology disclosed on July 15 that it received a deficiency notice from Nasdaq due to its stock price falling below $1 per share. The company has 180 calendar days to regain compliance with Nasdaq's minimum bid price requirement of $1 per share, with a deadline of January 6, 2027.

According to Specter monitoring, a long-inactive PancakeSwap liquidity provider (LP) lost approximately $2.96 million due to signing a malicious EIP-7702 authorization.It is reported that the attacker removed about $1.48 million in BSC-USD and $1.48 million in BUSD liquidity provided by the victim and exchanged BUSD for ETH. Currently, the attacker has deposited approximately $1.46 million in funds to Tornado Cash, while the remaining approximately $1.48 million in USDT is still held in the attacker's address.

According to a report by businesswire, Empery Digital Inc. (NASDAQ: EMPD), a publicly traded company in the U.S. that adopts a Bitcoin fund management strategy, announced that it has completed a $20 million preferred stock investment in Cardinal Data Power, Inc. (referred to as "CDP") on July 20, 2026, holding approximately 8% of its equity.CDP is a subsidiary of Hunt Properties, focusing on the construction of power-driven data center parks, dedicated to providing power and construction for next-generation gigawatt-level data center parks in West Texas and West Virginia.This investment is part of CDP's approximately $70 million Series A financing, aimed at supporting its first park project located in West Texas, which covers over 3,500 acres. The first phase of the project is scheduled to go into production in 2027, with a total installed capacity expected to reach about 1 gigawatt by 2029, and future plans to expand to over 5 gigawatts. The Series A financing is led by Hood River Capital Management.

According to Jinshi News, Changxin Technology stated that the company's stock will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 27, 2026.

Recently, market risk appetite has cooled, and high-valuation technology chip sectors are under significant pressure; in contrast, supported by expectations in infrastructure, manufacturing, and cyclical demand, industrial machinery-related assets have shown relative resilience. According to Gate platform data, ARM/USDT (Arm) is currently priced at $284.29, down 1.13% in the last 24 hours; CATG/USDT (Caterpillar) is currently priced at $892.11, up 0.16% in the last 24 hours; GEG/USDT (General Electric) is currently priced at $341.55, down 0.61% in the last 24 hours. In terms of performance, Caterpillar-related trading pairs have slightly strengthened, while Arm and General Electric-related trading pairs have fluctuated downwards, overall still showing a divergent pattern.