reduction

The contract whale "Set 10 Big Goals First" (@jasonleo) stated that due to BTC's failure to stabilize above $65,000, it has reduced approximately two-thirds of its long positions above the cost price, with its holdings decreasing from about 3,500 BTC to about 1,240 BTC, while retaining some positions for further observation.The screenshot of its positions shows that it currently has a 5x leverage long position of 1,241.644 BTC, with an average opening price of about $63,967.54, a margin of about $15.87 million, an unrealized loss of about $52,000, and a liquidation price of about $29,267.82.

Earlier today, the Hong Kong Stock Exchange disclosed that the long position ratio of H&H International Investment, managed by Duan Yongping, in Pop Mart International Group Limited decreased from 7.65% to 5.55% as of July 30, 2026.According to the detailed interpretation of the announcement, this reduction was caused by the exercise of sold call options. Duan Yongping holds the underlying shares of Pop Mart through H&H International Investment while selling call options to earn premiums. After some calls expired and were exercised on July 30, Duan Yongping had to deliver shares at the agreed price, resulting in a decrease in physical holdings, and the disclosed long position ratio fell from 7.65% to 5.55%.This time, Duan Yongping had some calls expire and be exercised, delivering part of the shares at an average settlement price of approximately HKD 162.50, resulting in a net decrease of about 8.9328 million shares in physical holdings. Additionally, the expiration or conversion of other option positions contributed to the overall decline in the disclosed total long position ratio.Duan Yongping is accustomed to using sold options to enhance returns or build positions, and he has previously engaged in similar operations with stocks like Apple. On July 23, Duan Yongping had just responded to investors on Xueqiu, stating, "Pop Mart has just started buying, and it is highly likely that I won't sell within the next 10 years." The decrease in ratio this time is mainly due to passive reduction caused by option settlements, rather than actively selling in the market. The actual decrease in physical holdings is also not as exaggerated as the disclosed ratio suggests, as the disclosed long position ratio also includes the impact of related derivative positions.

SolanaFloor stated that the first block time adjustment for Solana under the SIMD-0525 framework will go live on the testnet within two hours.This adjustment lowers the target block time from 400 milliseconds to 350 milliseconds, marking the first step in a four-phase plan to achieve a target block time of 200 milliseconds.

According to monitoring by OnchainDataNerd, Michael Saylor has been continuously reducing his Bitcoin holdings recently. Data shows that last week, his related addresses sold approximately 1,638 BTC, worth about $102.4 million; then he sold another approximately 299.84 BTC, worth about $18.91 million; today he sold about 1,030 BTC, worth approximately $66.14 million.Despite the continuous selling, Strategy (formerly Micro Strategy) currently still holds about 842,138 BTC, worth approximately $5.265 billion.

According to South Korea's Digital Daily, Apple has recently negotiated with Changxin Memory Technologies (CXMT) on the supply prices of mobile DRAM such as LPDDR5X to reduce costs for the next generation of iPhones and smart devices, but was rejected. Changxin Memory insists on maintaining a price level comparable to or even higher than that of Samsung Electronics and SK Hynix, breaking Apple's usual bargaining advantage as an end manufacturer.The report analyzes that Chinese terminal companies such as Huawei and Xiaomi have locked in a large amount of Changxin Memory's production capacity through long-term high-price contracts, providing a solid price defense line in the domestic market. Meanwhile, Samsung Electronics and SK Hynix are facing reduced supply of general DRAM due to the continuous expansion of HBM capacity, combined with Changxin Memory holding the price floor, significantly alleviating the shipping pressure and price decline risks for Korean manufacturers in the general DRAM sector, allowing them to focus resources on high-value AI storage products such as HBM4, LPCAMM2, and eSSD. Industry insiders expect that in the second half of the year, the operating profit margins of the Korean semiconductor camp and global market pricing power will further strengthen.

According to Bloomberg, Italian app developer Bending Spoons SpA has agreed to acquire American software company Airtable for a total equity value of $2.25 billion, which will be completed as an all-cash transaction. After deducting Airtable's net cash of approximately $965 million, the enterprise value is about $1.29 billion. This price represents a significant reduction of about 80% from Airtable's valuation of $11.7 billion in 2021, serving as another example of the valuation correction in the software industry.Airtable was founded in 2013 and provides tools that allow non-technical employees to build customized applications. At the end of 2021, it raised $735 million at a valuation of $11.7 billion but failed to go public as planned "within a few years." Like many software companies, it has struggled to maintain stable growth amid the impact of generative AI tools such as ChatGPT and Claude Code. As of June 2026, Airtable's annual recurring revenue is approximately $480 million. This is Bending Spoons' first acquisition since its Nasdaq listing on July 1, and after the transaction is completed, Airtable will gain resources to advance the construction of its AI-native platform, but its operational model is similar to private equity, which typically involves layoffs and restructuring of acquired companies.

According to Jinshi reports, in the past three months, Japan has reduced its holdings of U.S. Treasury bonds by $96 billion, bringing its total holdings down to $1.14 trillion, the lowest level since April 2025.

According to Jinshi reports, Dong Ximiao, chief economist of Zhailian, expects that a reduction in the reserve requirement ratio and interest rates may be implemented in the third quarter. If the momentum for economic recovery weakens marginally in the second half of the year, a timely reduction of the policy interest rate by 10 to 20 basis points cannot be ruled out.Regarding the reserve requirement ratio, there is still room for a reduction of 25 to 50 basis points within the year, with the implementation window possibly arranged during peak bond supply or periods of tight liquidity. The People's Bank of China will increasingly utilize structural monetary policy tools to strengthen the regulation of market liquidity.

According to BBX data, yesterday and in recent days, global listed companies and cryptocurrency asset management institutions disclosed the latest real adjustment dynamics in digital asset holdings and custody chains, with the core information as follows:DigitalX sold 80 bitcoins: Australian cryptocurrency asset management company DigitalX Limited (ASX: $DXX) officially disclosed that the company recently sold 80 bitcoins in the secondary market. After this reduction, its total bitcoin holdings decreased from 363 to 283 BTC.Oranje BTC steadily increased holdings by 6 bitcoins: Brazilian listed bitcoin treasury company Oranje BTC (B3: $OBTC3) announced that it has bought an additional 6 bitcoins. After this slight accumulation at a low price, its total bitcoin holdings rose to 3,918 BTC, further consolidating its position as one of the largest enterprise-level digital treasuries in South America.Bitmine received 7,500 ETH from BitGo: Nasdaq-listed company Bitmine (NYSE: $BMNR) on-chain fund flow shows that the company officially withdrew and received 7,500 ETH (with a fair value of approximately $14.61 million) from the digital asset custody platform BitGo yesterday, and it is expected to be transferred to on-chain staking or custody accounts.

Bitcoin Treasuries.NET posted on platform X that The Smarter Web Company has completed a $282 million capital reduction, which is an important step in advancing the issuance of the UK's first Bitcoin-backed perpetual preferred shares, which have a maximum dividend payment capacity of $178 million.

According to official news, Tria has announced the launch of its first self-custody VIP trading program "VIP Trading Badges." This program categorizes users based on their trading volume and aims to provide multiple exclusive benefits for trading users.It is reported that through this VIP program, eligible users can enjoy up to a 50% discount on trading fees and up to 10% cashback, as well as receive premium rewards covering the entire Tria ecosystem. Users can currently log in directly to the Tria platform to check their current VIP level status.

Bitcoin News posted on the X platform that BlackRock IBIT's BTC holdings have decreased by nearly 100,000 coins in less than two months. On May 6, IBIT's BTC holdings reached a peak of 822,736 coins, and currently stand at 734,261 coins.

Anza CEO Brennan Watt stated that the Solana-related SIMD proposals are expected to be advanced and completed within this year. Among them, SIMD-123 has been approved and is nearing the code completion stage; the draft discussion for SIMD-547 is essentially in the same direction as SIMD-553, while both SIMD-553 and SIMD-550 have received concept acknowledgment (concept ACK) from Anza. If SIMD-550 and SIMD-553 are implemented together, it will increase the annual inflation reduction rate of SOL from 15% to 30%. Under the current price assumptions, this could reduce token emissions by approximately $1.36 billion over six years, while increasing the daily SOL burn rate from about 650 tokens (approximately $47,000) to a maximum of about 9,000 tokens (approximately $646,000).

Bitcoin has completed its latest difficulty adjustment at block height 953,568, with a decrease of -10.09% (138.96T → 124.93T), marking the 11th largest single adjustment in history and the second largest drop since 2026. Additionally, this adjustment cycle lasted approximately 15.6 days, significantly higher than the theoretical target cycle of 14 days, reflecting a recent phase of mining power going offline.Analysis suggests that the approximately 15% price correction in June compressed miners' profit margins, leading to some mining power exiting the network, which triggered this significant adjustment and brought mining difficulty back to a balanced level.

Kraken employee Nata posted an explanation for why the SpaceX Pre-IPO orders were only partially fulfilled: global demand far exceeded the allocation limits set by underwriters, and the unmet portion will be fully refunded without any charges.ChainCatcher previously reported that Kraken employee Nata stated that the subscription limit for SpaceX tokenized stock (SPCX) on the xStocks platform "was much less than expected and was significantly reduced," adding a note to "cancel hedging." Currently, Kraken has not issued an official statement on this matter.

OpenAI is considering significantly lowering product prices to respond to the potentially escalating fierce competition with Anthropic.Reports indicate that OpenAI expects competition in the AI services market to intensify further and may evolve into a price war. Meanwhile, some corporate clients have begun to show greater sensitivity to the current pricing levels of AI products.Insiders say that against the backdrop of corporate users' ongoing focus on AI usage costs, the industry pricing system may face restructuring, and competitors may also be forced to adjust their pricing strategies. Analysts believe that as the generative AI industry enters a new phase of commercial competition, price and control of inference costs are becoming important factors for major manufacturers vying for market share.

According to on-chain analyst Yu Jin's monitoring, the crypto asset management firm Abraxas Capital continues to reduce its holdings by 1,469 BTC, transferring 1,469 BTC (worth $98.45 million) to Kraken and then withdrawing 22.71 million USDC. Over the past day, it has cumulatively reduced its holdings by 2,469 BTC (worth $166 million), with an average price of $67,210.

According to monitoring by Lookonchain, an early participant in Ethereum is continuously reducing their holdings of ETH.Data shows that in the past week, this address has sold a total of 55,000 ETH and 9,442 wstETH, with a total value of approximately 136.25 million dollars, and an average selling price of about 2,041 dollars per ETH.

According to Jinshi reports, Federal Reserve Governor Waller stated that we can reduce the Federal Reserve's balance sheet by $300 billion to $500 billion.