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According to Cointelegraph, Grant Cardone, the CEO of real estate investment company Cardone Capital, stated that Cardone Capital is increasing its Bitcoin holdings at the price level of $59,000, and currently holds more than 2,700 BTC.

According to CoinPost, Kinexys, a blockchain division of JPMorgan, announced the addition of five currencies to its Blockchain Deposit Account (BDA) network: Australian Dollar (AUD), Hong Kong Dollar (HKD), Japanese Yen (JPY), Renminbi (RMB), and Singapore Dollar (SGD). This expands the total supported currencies to eight, including the existing Euro, British Pound, and US Dollar, making it the platform with the most supported currencies in the global blockchain settlement and on-chain foreign exchange field.The BDA operates on JPMorgan's private blockchain, supporting 24/7 settlement and programmable payment features. Japanese energy giant JERA Global Markets became the first enterprise to adopt the Yen BDA, aimed at optimizing internal fund flow management and liquidity allocation. Currently, Kinexys has processed a cumulative transaction volume exceeding $40 trillion, with a daily transaction volume of over $7 billion.

CITIC Construction Investment Research Report points out that the following factors will determine the trend of the third quarter market: In terms of fundamentals, AI computing power remains at a high level of prosperity, with mid-year performance and overseas financial reports worth paying attention to. At the same time, since April, under pressure from the macro economy, the economic measures from the Politburo meeting in July are quite important; In terms of liquidity, external disturbances have increased, while internal conditions remain neutral; In terms of risk appetite, geopolitical events and the listing of industry giants will cause short-term fluctuations in the market. Considering the global tech stock correlation effect, major overseas computing powers such as Japan, South Korea, and the United States also need to be continuously monitored.In terms of industry allocation, although the logic of AI computing power remains unchanged, volatility has intensified. It is recommended to be cautious about chasing highs and to position during pullbacks; lithium batteries are expected to welcome a peak season, and energy storage demand continues to warm up, while new energy presents opportunities for phased valuation recovery; dividends are expected to rebound from oversold conditions, with relatively high cost-performance ratios. Key areas to focus on: banks, coal, public utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC), etc.

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.

According to Jinshi reports, as oil prices fell over 3% and the market reassessed the outlook for U.S. interest rates, U.S. Treasury yields and the dollar declined. The CME FedWatch Tool shows that the probability of a rate hike this year remains high at 42%, while the probability of a second rate hike has decreased from 34% a week ago to 28% as inflation expectations cool. A survey by The Wall Street Journal indicates that the University of Michigan Consumer Confidence Index, scheduled to be released at 10 AM Eastern Time (10 PM Beijing Time), is expected to rise from 44.8 to 49.

According to Cointelegraph, the Australian Securities and Investments Commission (ASIC) announced an extension of the temporary enforcement exemption period for digital asset businesses applying for an Australian Financial Services (AFS) license until September 30, 2026, extending the previous deadline of June 30 by three months.This extension also broadens the scope of the exemption, including digital asset businesses operating through authorized representatives or arrangements with licensed company intermediaries in the transitional protection period. ASIC stated that since the update of the digital asset regulatory guidelines in October 2025, approximately 30 license applications have been received.It is noteworthy that this extension is independent of Australia's "Digital Asset Framework," which was passed by Parliament in April this year and is scheduled to officially take effect on April 9, 2027. ASIC warned that businesses licensed under the current guidelines may still need to obtain additional authorizations after the new framework is implemented.

According to Onchain Lens monitoring, after being inactive for 1 month, a certain whale withdrew 1.6 million TRUMP from Binance, worth 2.7 million dollars. This whale currently holds 17 million TRUMP, worth 2.88 million dollars.

The founder of [Oasis Labs](https://www.rootdata.com/zh/Projects/detail/Oasis Network?k=MjU3 "Decentralized Layer 1 network based on PoS consensus"), Dawn Song, co-founder of Virtue AI, announced on the X platform that she will join Meta Superintelligence Labs (MSL) as Vice President of Artificial Intelligence Research, along with several members of the Virtue AI team. She stated that she will participate in promoting Meta's work in the field of AI safety and AI safety protection, focusing on enhancing the security, reliability, and usability of cutting-edge AI models and agent systems.

Jiang Zhuoer, the founder of the Liebit mining pool, stated that MicroStrategy's preferred stock STRC has significantly decoupled, dropping to a low of 73, reflecting the panic sentiment in the U.S. stock market towards Bitcoin.He pointed out that MSTR has raised funds through the issuance of common stock for three consecutive weeks, with half of the funds raised in the first two weeks used to purchase 1,500 BTC, while in the third week, the amount of shares sold doubled, but the amount of BTC purchased decreased to 520 BTC, and most of the funds were retained for paying STRC dividends. He believes this is a clear signal of the company's pessimistic attitude towards the subsequent market.Jiang Zhuoer indicated that the amount of BTC purchased by MSTR is expected to decline significantly in the coming months, and it may even stop purchasing BTC altogether, instead using the funds to pay STRC dividends. He also emphasized that STRC is a preferred stock rather than debt, meaning the company only needs to pay dividends without repaying the principal. Currently, MSTR's debt ratio is only about 10%, and unless the Bitcoin bear market lasts for ten years, there is no "explosion" risk for MSTR.

According to Jinshi reports, CME's "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged in July is 65.8%, while the probability of a cumulative rate hike of 25 basis points is 34.2%. By September, the probability of keeping interest rates unchanged drops to 33.6%, while the probability of a cumulative rate hike of 25 basis points rises to 49.7%, and the probability of a cumulative rate hike of 50 basis points is 16.7%.

According to monitoring by Catcher Predict, in the event "Dota 2 OG vs Grind Back Southeast Asia Qualifiers" on the prediction market Polymarket, the win probability for the sub-market "Match Winner" for the option "OG" has experienced significant fluctuations, rising from 59.5% an hour ago to the current 84.5% (a fluctuation of 25%). Please note the impact of relevant breaking news.

According to Jinshi reports, SpaceX's stock price erased earlier losses in pre-market trading and turned to an increase.

According to Cointelegraph, Chainlink has launched a data stream for Asia-Pacific stocks, bringing real-time data from major Asian companies such as Samsung, Toyota, Sony, and SK Hynix on-chain.

According to Catcher Predict monitoring, in the market prediction event "Dota 2: REKONIX vs OG Southeast Asia Qualifiers" on Polymarket, the "Yes" option for the sub-market "Both sides defeat Roshan" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to CoinDesk, JPMorgan's latest report indicates that as more miners operate close to breakeven, the Bitcoin mining network is showing a higher sensitivity to price changes, with the response of hash rate and mining difficulty to price fluctuations significantly enhanced. The analysis shows that the "elasticity coefficient" of mining difficulty relative to Bitcoin price changes has risen to 0.62 over the past six months, indicating that the hash rate is responding more quickly to market changes.Analysts state that Bitcoin prices have been below production costs for five consecutive months, with approximately 20% of miners currently in a loss-making position. Under profit pressure, publicly listed mining companies have increased their Bitcoin selling scale, with sales exceeding 32,000 BTC in the first quarter alone, surpassing the total for the entire year of 2025. As some high-cost mining machines shut down, the network hash rate declines, and mining difficulty adjusts accordingly.JPMorgan expects that as long as Bitcoin remains below the production cost of about $78,000, the high sensitivity of mining to price fluctuations will continue to exist. At the same time, some mining companies are turning to artificial intelligence and high-performance computing businesses to seek more stable sources of income.

According to Jinshi, Bank of America expects the Federal Reserve to raise interest rates by 25 basis points in September, October, and December 2026, whereas the previous forecast was that interest rates would remain unchanged this year.

According to a Reuters report, the Bank of England released the final policy and draft rules for stablecoins on Monday, easing some of the recommendations proposed in last year's industry consultation. The Bank of England has scrapped the plan for a personal holding limit and instead imposed a cap on the total issuance of each stablecoin, with an initial limit of £40 billion (approximately $52.84 billion). The central bank has also slightly relaxed the reserve asset requirements and plans to finalize the rules by the end of this year.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: Dplus KIA Challengers vs T1 Academy - Asian Masters Playoffs," the "Odd" option in the sub-market "Total Kills Odd/Even" has experienced a dramatic fluctuation in win rate, soaring from 51% an hour ago to the current 90.5% (a fluctuation of 39.5%). Please note the impact of related breaking news.

Pioneer of crypto punk Adam Back stated that the market's negative view on Strategy and its preferred stock STRC lacks basis, as what Strategy is essentially doing is selling Bitcoin to pay dividends, without changing its Bitcoin reserve strategy, and is precisely "proving that it is possible to pay returns to investors through Bitcoin while reducing debt ratios."Adam Back further pointed out that Strategy is demonstrating a new financial model to the market, where Bitcoin may become an alternative asset to cash for corporate asset management and capital operations in the future, while the FUD sentiment surrounding MSTR and STRC is exaggerated. Strategy will not "go to zero," and its long-term value lies in continuously holding Bitcoin and promoting the market's understanding of Bitcoin's monetary properties.