Track market-moving stories before they get noisy

Disney’s parks initiative does not involve a roller coaster or resort expansion. Instead, the company is using grocery brands to create more reasons for visitors to spend inside its parks, resorts and cruise ships.

Disney and Kraft Heinz announced a multiyear alliance covering ten brands, including Heinz, Philadelphia and Kraft Mac & Cheese.

The partnership spans North American parks, Disney Cruise Line, studios and streaming platforms, with new menu items, themed experiences and branded condiment stations across hundreds of dining locations.

Financial terms were not disclosed.

Disney stock closed Thursday at $92.83, down 3.1%, while Kraft Heinz fell 2.3% to $25.36, suggesting investors see potential but little basis for changing earnings forecasts.

The agreement will reach Walt Disney World, Disneyland Resort and North American cruise sailings. Its first showcase is scheduled for Disney’s D23 fan event from August 14 to 16.

For Disney, the opportunity extends beyond supplying ketchup or cream cheese.

Branded menus can encourage food spending, while co-developed products and campaigns can link park visits with characters, franchises and streaming content.

Kraft Heinz gains access to Disney’s destinations and media reach, while Disney can refresh dining experiences without funding product-development or marketing effort alone.

The companies provided no contract value, revenue contribution, margin guidance or financial targets and the partnership should be treated as a potential sales tool rather than a confirmed earnings catalyst.

Goldman Sachs analyst Michael Ng maintained a Buy rating and a $163 price target, citing Orlando tourism data that indicated park demand.

Record May hotel and short-stay tax collections pointed to healthy visitor spending, while airport traffic broadly matched Goldman’s attendance expectations.

That backdrop improves Disney’s chances of converting themed dining into higher spending per guest.

Visitors willing to pay for hotels, tickets and merchandise may respond to exclusive menus and products tied to Disney stories.

UBS analyst John Hodulik cut his target to $133 from $138 but retained a Buy rating and forecast high-single-digit growth for Experiences.

He warned that higher sports-rights costs and softer film profitability could offset gains from parks and streaming.

The partnership cannot repair every weak point, but it supports the division central to Disney’s earnings resilience.

Experiences remains central to Disney’s valuationBenchmark initiated Disney coverage with a Buy rating and a $115 target, describing the company as a diversified consumer-engagement platform.

The brokerage estimated that Experiences generates 57% of segment operating income despite contributing less than 40% of revenue.

That profitability explains why an incremental parks initiative matters.

Disney repeatedly monetises the same intellectual property through destinations, merchandise, food and media, increasing the consumer touchpoints available to each franchise.

JPMorgan has said investor sentiment remains muted because of concerns about park attendance and streaming growth.

The bank nevertheless sees Disney’s price-and-volume opportunity in Experiences as a potential re-rating catalyst.

Once a high-flying stock, Palantir Technologies (PLTR -0.90%) isn't having a good year. The stock is down about 25% so far this year, putting it firmly in bear market territory.

But I'm convinced this is an outstanding buying opportunity for what I believe is the best artificial intelligence software company on the planet, and that's why I'm buying more shares of Palantir stock now.

Palantir CEO Alex Karp says any company involved in AI will find something to like in his company's products. Image source: Palantir Technologies.

Palantir's software can't be replicated The secret behind Palantir's success is its revolutionary software. The company collects data points from thousands of sources, including satellites, to provide real-time insights to commercial customers and government agencies. CEO Alex Karp described how the company works in a 2025 interview.

If you're an intelligence agency, you're using us to find terrorists and organized criminals while maintaining the security and data protection of your country. Then you have the special forces. How do you know where your troops are? How do you get in and out of the battlefield as safely as possible, avoiding mines, avoiding enemies? Then there's Palantir on the commercial side. The shorthand is if you're doing anything that involves operational intelligence, whether it's analytics or AI, you're going to have to find something like our products.

But the magic really began when Palantir incorporated its Artificial Intelligence Platform (AIP) into its Foundry and Gotham products, which allow users to pose detailed queries, automate tasks, and have AI propose and complete real-world tasks.

Three years after launching AIP, Palantir is continuing to grow at a staggering pace. Revenue in the first quarter was $1.63 billion, up 85% from a year ago. The company said its U.S. commercial revenue jumped 133% from a year ago to $595 million, and U.S. government revenue increased 84% to $687 million.

The company closed 206 deals in the first quarter, with at least $1 million each, 72 of them at least $5 million, and 47 at least $10 million. Overall, in the quarter, Palantir closed $2.41 billion in total contract value.

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The company increased its full-year guidance, now calling for revenue in a range of $7.650 billion to $7.662 billion. Previous guidance was for revenue between $7.182 billion and $7.198 billion.

The valuation is improving The biggest red flag for many investors has been Palantir's staggering valuation -- or, perhaps, its once-staggering valuation. In December, Palantir's forward price-to-earnings ratio was more than 240, and its forward price-to-sales ratio topped 90. But those numbers moderated in the first half of this year.

PLTR PE Ratio (Forward) data by YCharts

Yes, Palantir is still expensive. But it's a unique company providing software that is changing the way businesses operate, from managing supply chains to tracking inventory to conducting competitive analysis. And its military applications are significant enough that the Pentagon is making its AI-powered Maven Smart System an "official program of record," which would streamline Maven's adoption across all branches of the military and provide Palantir with long-term funding.

Palantir stock still has a long runway, which is why I'm buying the dip in 2026.

Micron stock's next catalyst may be coming from the Chinese model that initially unsettled semiconductor investors.

MU closed Thursday at $990.21, up 3.2%, after Alphabet raised its 2026 capital-spending forecast and revived confidence in data-centre demand.

Another signal is emerging from Moonshot AI’s Kimi K3. The low-cost, open-weight model was viewed as a threat to expensive Western infrastructure, but its popularity quickly strained computing capacity.

That reversal supports a Wall Street argument that cheaper AI may reduce the cost of each task while increasing the number of tasks, deployments and memory chips required.

Kimi K3 is a mixture-of-experts model with 2.8 trillion parameters and 50 billion active.

Its performance and low API prices revived comparisons with DeepSeek, raising fears that US technology groups were overspending on processors and data centres.

Demand then produced the opposite warning. Moonshot said usage pushed its infrastructure to capacity, forcing it to pause new subscriptions so customers could retain access.

For Micron, the point is not a confirmed order from Moonshot.

No such purchase has been disclosed, but the signal is that large, inexpensive models still consume memory when deployed at scale.

Bank of America analyst Vivek Arya said Chinese pricing reflects “business-model choices” rather than lower hardware costs, MarketWatch reported.

He added that model weights and active parameters can require “the same or more memory.” BofA reiterated its Buy rating and $1,550 target.

Open-weight models can transfer infrastructure spending from the developer to businesses operating them.

Deployments require servers, DRAM and storage even when access to the model is cheap.

The investment case resembles the Jevons paradox: when technology becomes cheaper, total consumption can rise because more customers adopt it and existing users run more workloads.

Wedbush analyst Matt Bryson said larger models require more memory to hold their parameters, either increasing memory content per accelerator or forcing larger chip clusters.

Continued adoption of Chinese models could therefore be “arguably good for memory vendors,” he said.

Micron, SK Hynix and Samsung are suppliers of high-bandwidth memory used alongside AI accelerators.

Wider deployment can also lift demand for DRAM and NAND storage needed to serve models and retain data.

Kimi K3 strengthens the demand thesis without proving that Micron will sell directly into China. Export restrictions, local suppliers and procurement arrangements make that conclusion premature.

The signal matters because data-centre memory supply is already tight.

Morgan Stanley analyst Joseph Moore said shortages “show no signs of abating,” according to MarketWatch, and expects prices to rise at least 25% from the second quarter to the third.

Moore argued that weakness in PCs, smartphones or consumer products could become a misleading “false flag” because AI data centres are absorbing so much DRAM.

Cloud customers are paying premiums to secure supply, while shortages are expected to persist through 2028.

Micron has reinforced that outlook by signing 16 multiyear customer agreements expected to generate about $22 billion in cash deposits and related financial commitments.

Chubb (NYSE:CB) reported a strong second quarter of 2026, with Chairman and Chief Executive Officer Evan Greenberg pointing to underwriting performance, investment income, life insurance growth and global diversification as key contributors to results.

Core operating earnings were $2.8 billion, or $7.26 per share, up 14.6% and 18.2%, respectively, from the prior year, Greenberg said on the company’s earnings call. Tangible book value per share rose 17.1% year over year, which Greenberg described as the company’s “most important measure of shareholder wealth creation.”

The insurer posted an annualized core operating return on tangible equity of 21.2% for the quarter and a core operating return on equity of 14.5%. Property and casualty underwriting income exceeded $1.9 billion, up almost 19%, with a combined ratio of 83.8%. On a current accident year basis excluding catastrophe losses, the combined ratio was 82.2%.

Investment Income Hits Record Level Adjusted net investment income reached a record $1.88 billion, up more than 11%, supported by performance in fixed income and alternative asset portfolios. Greenberg said the fixed income portfolio yield was 5.1%, while the current new money rate averaged 5.5% as of June 30. Chubb’s invested assets stood at $175 billion, up from $161 billion a year earlier.

Chief Financial Officer Peter Enns said adjusted operating cash flow totaled $3.5 billion in the quarter. He also noted that Chubb issued $2.2 billion of debt across several currencies at a weighted average cost of 4.2% and an average term of about 7.5 years, with proceeds intended for general corporate purposes, including repayment and refinancing of debt.

Enns said Chubb returned $1.4 billion of capital to shareholders in the quarter, including $979 million of share repurchases at an average price of $327.18 per share and $395 million in dividends. The company ended the quarter with book value of $75 billion, or $195.45 per share. Book value per share and tangible book value per share excluding accumulated other comprehensive income grew 2.8% and 3.8%, respectively, during the quarter.

Chief Investment Officer Chris Hogan said the public fixed income portfolio generated $1.63 billion of income, up 12% year over year, while private investments, representing 12% of the portfolio, contributed $250 million, up 9.5%. Hogan called the current environment “ideal” for investment-grade bond investors, citing reinvestment rates above the portfolio’s book yield.

Premium Growth Varies by Business Line Global property and casualty premiums rose 3%, or 6.3% excluding large account and excess and surplus property, Greenberg said. Overseas general premiums grew 10.2%, or 4.8% in constant dollars. North America premiums increased about 0.5%, as commercial lines declined 2.3%, while personal lines and accident and health each rose 6%.

Greenberg said the “substantial majority” of Chubb’s businesses are growing, while some are flat or shrinking because of inadequate pricing or terms. He specifically cited U.S. large account and E&S property as an area where the company again reduced premium volume.

International retail, which Greenberg said produces more than $17 billion in annual gross premiums and operates in 51 countries, grew almost 12%, or about 6% in constant dollars. Consumer-related businesses, including accident and health and personal lines, were up more than 12%, while commercial lines rose more than 11%. Latin America grew 15.6%, Asia grew 12% and Europe grew nearly 7.5%.

In North America commercial, middle market and small commercial premiums grew almost 9%, with property and casualty lines up 12% and financial lines down about 3%. Premiums in major account and specialty, including E&S, declined 9% because of property.

In North America personal lines, Chubb’s high-net-worth business generated 6% premium growth and renewal retention of 90% on an account basis. Greenberg said the North America personal lines business now produces more than $8 billion in annual gross premiums.

Greenberg Warns on Casualty Pricing Greenberg said soft market conditions have begun to extend beyond property into more casualty lines, particularly in E&S. He said certain classes of large account and middle market business are becoming more competitive, and pricing in multiple casualty areas is not keeping pace with loss costs.

“U.S. casualty loss costs are rising at a pretty steady 6%-7% for primary casualty, and 9.5%-12% for excess,” Greenberg said, adding that pricing can become inadequate quickly under those conditions. He said financial lines remain soft, with some newer market participants and managing general agents underwriting at prices and terms he considers inadequate.

In North America, commercial property and casualty pricing excluding financial lines and workers’ compensation was up 1.3%, with rates down 1.4% and exposure change of 2.7%. Property pricing was down about 6%, while casualty pricing rose 7.1%, including a 6.4% rate increase and 0.7% exposure growth. Financial lines pricing was up 0.3%.

Asked during the question-and-answer session about casualty pricing, Greenberg said the issue was not limited to commercial auto. “It’s across casualty,” he said, adding that there is “zero evidence across the industry” that loss costs have abated.

Life Insurance and Worksite Benefits Grow Life income was $332 million, up 9% from a year earlier. Greenberg said international life insurance premiums and deposits rose almost 14.5%, with most exposure in Asia and most growth in North Asia, including China, Hong Kong, Korea and Taiwan.

Chubb’s North America Worksite Benefits business grew premiums 14%. Greenberg said the business has been built steadily over more than five years, through brokerage distribution tied to small and middle market commercial relationships and through a retooled agency force focused on small and lower middle market employers.

Greenberg said the company sees “a tremendous opportunity” to continue growing Worksite Benefits organically at double-digit rates, and expects it to become a more significant contributor to Chubb’s top and bottom line over time.

Reserves, Catastrophe Losses and Capital Pre-tax catastrophe losses were $475 million, principally from weather-related events in the U.S., Enns said. Chubb recorded favorable pre-tax prior period development of $441 million in active companies, with 89% from short-tail lines and 11% from long-tail lines. The corporate runoff portfolio had adverse development of $158 million, more than two-thirds of which came from molestation-related claims development.

Net loss reserves increased to nearly $69 billion, up 4% from the second quarter of 2025. The paid-to-incurred ratio was 90% for the quarter, or 86% excluding catastrophe losses, prior period development and agriculture. When asked why the ratio remains below pre-pandemic levels, Greenberg said it “speaks to overall the strength of our reserves.”

Enns said the core operating effective tax rate was 19.2% for the quarter, below the company’s previously guided range because of shifts in income mix and discrete tax benefits. Chubb continues to expect a full-year core operating effective tax rate of 19.5% to 20%.

Greenberg said Chubb remains confident in its ability to generate strong operating earnings growth and double-digit tangible book value growth over time, while acknowledging softer commercial property and casualty market conditions. “We have many sources and handles to pull,” he said, citing the company’s global mix, life business, invested assets and capital management.

About Chubb (NYSE:CB) Chubb is a global property and casualty insurance company that underwrites a broad range of commercial and personal insurance products and related services. Its offerings include commercial property and casualty coverage, specialty liability, professional and management liability, cyber and technology insurance, marine and energy, surety, accident and health solutions, and high-net-worth personal lines such as homeowners, auto and valuables protection. Chubb serves businesses, individuals and institutions with tailored underwriting and risk-transfer solutions across multiple industry sectors.

In addition to core underwriting, Chubb provides risk engineering, loss control, claims management and risk consulting services intended to reduce loss severity and help clients manage exposures.

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

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Hong Kong’s Securities and Futures Commission (SFC) fined Victory Securities HK$1.7 million for violating regulatory rules and temporarily revoked the license of its responsible officer.

The Hong Kong Securities and Futures Commission (SFC) announced that Victory Securities Limited was censured and fined HK$1.7 million for violating regulatory requirements in handling a client’s account. Zhao Ziliang, the firm’s responsible officer and core function head, had his license suspended for three months, effective from July 22 to October 21, 2026. The violations were uncovered during the SFC’s investigation into an alleged "pump and dump" scheme. The client opened an account on October 29, 2019, subsequently submitting two sell orders and providing statements purportedly issued by other brokers as proof of shareholdings. Despite the client’s shareholding value being clearly inconsistent with the financial status declared in the account opening documents, Victory Securities failed to conduct sufficient due diligence before executing the orders, nor did it obtain reasonable explanations for the warning signs. Subsequent information revealed the client may have submitted false documents to facilitate one of the transactions, but Victory Securities did not report the relevant fraud or deception to the SFC. The SFC ruled that the firm’s handling fell short of the requirements of the Code of Conduct and relevant anti-money laundering laws and guidelines, with the deficiencies attributed to Zhao Ziliang’s failure to fulfill his duties as a responsible officer and senior management member. In its disciplinary decision, the SFC considered that the incident was an isolated case with no systemic gaps found in Victory Securities’ internal controls; the firm has since improved its policies and procedures and conducted mandatory training, both Victory Securities and Zhao cooperated with the investigation, and Zhao had no prior disciplinary record.

9 minutes ago

$MU whale opens $25.2M 3x long with perfect 4/4 winning record, $2.28M profit

The whale who is good at trading $MU just opened a new 3x long on 25,961 $MU($25.2M). The whale has completed 4 long trades on $MU, winning every one and making a $2.28M profit.

9 minutes ago

Hong Kong’s Securities and Futures Commission (SFC) has optimized the regulatory framework for daily leveraged and inverse products to ensure orderly market trading.

The Hong Kong Securities and Futures Commission (SFC) today issued a revised circular, mandating that leveraged and inverse products—whose capacity is highly sensitive to market conditions—adopt a flexible leverage structure. Under this structure, leverage multiples can be adjusted daily within the existing caps: 2x for leveraged products and -2x for inverse products. Accordingly, product providers may lower the target leverage multiples of these products when necessary, giving them greater flexibility to manage the products during periods of high trading volume. The leverage multiples for these products on the next trading day will be disclosed after daily market close. The potential daily adjustment of leverage multiples also helps deepen investors’ understanding that leveraged and inverse products are designed as daily products, reminding investors that these products are not suitable for holding beyond one day.

9 minutes ago

The 'Big Short' Michael Burry warns to watch long-term US Treasuries, which are facing multiple pressures including surging AI-related debt and oil prices approaching $100.

"The Big Short" prototype Michael Burry posted that people should closely monitor the trend of long-term U.S. Treasuries. Multiple factors are exerting pressure on the U.S. Treasury market, including the rapid expansion of AI-related debt, rising inflation volatility, unstable basis trading conditions, and oil prices rebounding back to nearly $100. He stated that it remains uncertain how long private equity and private credit markets can sustain themselves.

9 minutes ago

Smart money takes a triple long position on Micron, with the position valued at $25.2 million.

According to Lookonchain's monitoring, a crypto whale has just opened a 3x leveraged long position on 25,961 units of MU, valued at approximately $25.2 million. The whale had previously completed four MU long trades, all profitable, with a total profit of $2.28 million.

9 minutes ago

Semiconductor stocks were mixed in U.S. pre-market trading, with Intel rising nearly 5% while most storage and optical communication stocks declined.

According to BIT (bit.com) market data, ahead of Friday’s US pre-market trading, semiconductor stocks were mixed: Intel (INTC) rose 4.76%, Arm (ARM) gained 0.96%, and AMD (AMD) increased 0.41%; SK Hynix (SKHY) fell 2.93%, Micron Technology (MU) dropped 2.16%, Marvell Technology (MRVL) decreased 1.41%, and NVIDIA (NVDA) declined 0.72%. The storage sector saw broad declines: SK Hynix (SKHY) fell 2.93%, SanDisk (SNDK) dropped 2.19%, Micron Technology (MU) decreased 2.16%, Western Digital (WDC) declined 1.68%, and Seagate Technology (STX) fell 1.24%. Most optical communication concept stocks retreated: Nokia (NOK) dropped 2.15%, Astera Labs (ALAB) fell 1.99%, Credo (CRDO) decreased 1.86%, Ciena (CIEN) declined 1.14%, and Applied Optoelectronics (AAOI) fell 0.62%.

9 minutes ago

Hong Kong’s Securities and Futures Commission (SFC) fined Victory Securities HK$1.7 million for violating regulatory rules and temporarily revoked the license of its responsible officer.

The Hong Kong Securities and Futures Commission (SFC) announced that Victory Securities Limited was censured and fined HK$1.7 million for violating regulatory requirements in handling a client’s account. Zhao Ziliang, the firm’s responsible officer and core function head, had his license suspended for three months, effective from July 22 to October 21, 2026. The violations were uncovered during the SFC’s investigation into an alleged "pump and dump" scheme. The client opened an account on October 29, 2019, subsequently submitting two sell orders and providing statements purportedly issued by other brokers as proof of shareholdings. Despite the client’s shareholding value being clearly inconsistent with the financial status declared in the account opening documents, Victory Securities failed to conduct sufficient due diligence before executing the orders, nor did it obtain reasonable explanations for the warning signs. Subsequent information revealed the client may have submitted false documents to facilitate one of the transactions, but Victory Securities did not report the relevant fraud or deception to the SFC. The SFC ruled that the firm’s handling fell short of the requirements of the Code of Conduct and relevant anti-money laundering laws and guidelines, with the deficiencies attributed to Zhao Ziliang’s failure to fulfill his duties as a responsible officer and senior management member. In its disciplinary decision, the SFC considered that the incident was an isolated case with no systemic gaps found in Victory Securities’ internal controls; the firm has since improved its policies and procedures and conducted mandatory training, both Victory Securities and Zhao cooperated with the investigation, and Zhao had no prior disciplinary record.

9 minutes ago

$MU whale opens $25.2M 3x long with perfect 4/4 winning record, $2.28M profit

The whale who is good at trading $MU just opened a new 3x long on 25,961 $MU($25.2M). The whale has completed 4 long trades on $MU, winning every one and making a $2.28M profit.

9 minutes ago

Hong Kong’s Securities and Futures Commission (SFC) has optimized the regulatory framework for daily leveraged and inverse products to ensure orderly market trading.

The Hong Kong Securities and Futures Commission (SFC) today issued a revised circular, mandating that leveraged and inverse products—whose capacity is highly sensitive to market conditions—adopt a flexible leverage structure. Under this structure, leverage multiples can be adjusted daily within the existing caps: 2x for leveraged products and -2x for inverse products. Accordingly, product providers may lower the target leverage multiples of these products when necessary, giving them greater flexibility to manage the products during periods of high trading volume. The leverage multiples for these products on the next trading day will be disclosed after daily market close. The potential daily adjustment of leverage multiples also helps deepen investors’ understanding that leveraged and inverse products are designed as daily products, reminding investors that these products are not suitable for holding beyond one day.

9 minutes ago

The 'Big Short' Michael Burry warns to watch long-term US Treasuries, which are facing multiple pressures including surging AI-related debt and oil prices approaching $100.

"The Big Short" prototype Michael Burry posted that people should closely monitor the trend of long-term U.S. Treasuries. Multiple factors are exerting pressure on the U.S. Treasury market, including the rapid expansion of AI-related debt, rising inflation volatility, unstable basis trading conditions, and oil prices rebounding back to nearly $100. He stated that it remains uncertain how long private equity and private credit markets can sustain themselves.

9 minutes ago

Smart money takes a triple long position on Micron, with the position valued at $25.2 million.

According to Lookonchain's monitoring, a crypto whale has just opened a 3x leveraged long position on 25,961 units of MU, valued at approximately $25.2 million. The whale had previously completed four MU long trades, all profitable, with a total profit of $2.28 million.

9 minutes ago

Semiconductor stocks were mixed in U.S. pre-market trading, with Intel rising nearly 5% while most storage and optical communication stocks declined.

According to BIT (bit.com) market data, ahead of Friday’s US pre-market trading, semiconductor stocks were mixed: Intel (INTC) rose 4.76%, Arm (ARM) gained 0.96%, and AMD (AMD) increased 0.41%; SK Hynix (SKHY) fell 2.93%, Micron Technology (MU) dropped 2.16%, Marvell Technology (MRVL) decreased 1.41%, and NVIDIA (NVDA) declined 0.72%. The storage sector saw broad declines: SK Hynix (SKHY) fell 2.93%, SanDisk (SNDK) dropped 2.19%, Micron Technology (MU) decreased 2.16%, Western Digital (WDC) declined 1.68%, and Seagate Technology (STX) fell 1.24%. Most optical communication concept stocks retreated: Nokia (NOK) dropped 2.15%, Astera Labs (ALAB) fell 1.99%, Credo (CRDO) decreased 1.86%, Ciena (CIEN) declined 1.14%, and Applied Optoelectronics (AAOI) fell 0.62%.

9 minutes ago

A crypto whale has staked 2.93 million $HYPE tokens worth approximately $172 million in a single 24-hour window, according to on-chain analytics firm Lookonchain. The deposits were spread across 19 separate wallets, which analysts believe are controlled by the same holder.

The position was originally accumulated around nine months ago, leaving the whale sitting on an unrealized profit of roughly $44.5 million at current prices.

Why Staking $HYPE Matters The move is notable not just for its size but for what staking actually entails. Hyperliquid uses a delegated proof-of-stake consensus mechanism called HyperBFT, where validators must stake HYPE to participate in consensus and users can delegate their tokens to validators to earn staking rewards while helping secure the network. Stakers earn rewards following a dynamic formula inversely proportional to the square root of total HYPE staked, with rewards accruing every minute and distributed daily with automatic recompounding.

From a supply perspective, the decision to stake rather than sell carries a clear market signal. Staking removes tokens from liquid supply, tightening float, and ties validator economics to the token's price rather than fee revenue alone.

A Pattern of Large-Scale Accumulation This is not an isolated event. On-chain data has shown a consistent pattern of large holders locking up significant positions in recent months. Lookonchain data from June showed that three newly created wallets withdrew a combined 557,406 HYPE from Kraken and staked the tokens, a holding worth about $40.2 million at the time. Separately, Bitwise staked 1.775 million HYPE worth roughly $114 million on Hyperliquid, as reported by Lookonchain, through its Bitwise Hyperliquid ETF, which launched on NYSE Arca in May 2026.

The tokenomics reinforcing these decisions are also notable. Up to 97% of all trading fees generated on the platform are used to buy HYPE from the open market, creating persistent demand pressure that scales with trading volume. HYPE has a fixed maximum supply of 1 billion tokens, and the supply can only decrease over time through burns.

The whale's decision to stake rather than liquidate a position carrying tens of millions in unrealized gains suggests a longer-term conviction on the protocol's trajectory, even as other large holders, including Multicoin Capital, have recently moved to reduce their exposure.

Sources:
Bloomingbit: Hyperliquid Whale Buying Continues as $60 Million in Exchange Withdrawals Emerges
Hyperdash: HYPE Token Tokenomics, Staking and Buybacks
Bitcoin.com: Bitwise Stakes $114 Million in HYPE on Hyperliquid

Posted by Defense World Staff on Jul 24th, 2026

Cameco (NYSE:CCJ – Get Free Report) (TSE:CCO) is expected to post its Q2 2026 results before the market opens on Friday, July 31st. Analysts expect Cameco to announce earnings of $0.31 per share and revenue of $573.7270 million for the quarter. Parties can find conference call details on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Friday, July 31, 2026 at 8:00 AM ET.

Cameco (NYSE:CCJ – Get Free Report) (TSE:CCO) last issued its earnings results on Tuesday, May 5th. The basic materials company reported $0.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.05. Cameco had a net margin of 18.38% and a return on equity of 11.05%. The company had revenue of $607.49 million during the quarter, compared to analyst estimates of $598.63 million. During the same quarter last year, the business posted $0.16 EPS. The company’s revenue for the quarter was up 7.1% on a year-over-year basis. On average, analysts expect Cameco to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Cameco Trading Down 1.0% NYSE CCJ opened at $89.47 on Friday. The company has a current ratio of 3.08, a quick ratio of 2.09 and a debt-to-equity ratio of 0.14. Cameco has a 1-year low of $68.96 and a 1-year high of $135.24. The firm’s fifty day simple moving average is $101.60 and its 200-day simple moving average is $110.66. The company has a market capitalization of $38.97 billion, a PE ratio of 82.85, a price-to-earnings-growth ratio of 1.43 and a beta of 1.02.

Institutional Investors Weigh In On Cameco Several institutional investors and hedge funds have recently made changes to their positions in the company. Mcguire Capital Advisors Inc. bought a new position in Cameco during the 4th quarter valued at about $28,000. Corient Private Wealth LLC increased its holdings in shares of Cameco by 1,339.8% during the fourth quarter. Corient Private Wealth LLC now owns 964,552 shares of the basic materials company’s stock worth $88,247,000 after buying an additional 897,558 shares in the last quarter. Alpine Woods Capital Investors LLC raised its stake in shares of Cameco by 57.6% in the fourth quarter. Alpine Woods Capital Investors LLC now owns 9,766 shares of the basic materials company’s stock valued at $893,000 after acquiring an additional 3,568 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Cameco by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 11,208 shares of the basic materials company’s stock worth $1,025,000 after acquiring an additional 939 shares in the last quarter. Finally, Vident Advisory LLC grew its position in Cameco by 5.5% during the 4th quarter. Vident Advisory LLC now owns 511,768 shares of the basic materials company’s stock worth $46,822,000 after acquiring an additional 26,699 shares during the last quarter. Institutional investors and hedge funds own 70.21% of the company’s stock.

Analyst Ratings Changes CCJ has been the subject of a number of recent research reports. Royal Bank Of Canada raised their price target on Cameco from $160.00 to $175.00 and gave the stock an “outperform” rating in a research note on Monday, June 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $135.00 price objective on shares of Cameco in a research note on Monday, June 15th. Barclays decreased their target price on Cameco from $108.00 to $104.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 15th. Weiss Ratings lowered shares of Cameco from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 4th. Finally, TD Securities downgraded shares of Cameco from a “strong-buy” rating to a “hold” rating in a research note on Thursday, March 26th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Cameco currently has a consensus rating of “Moderate Buy” and a consensus target price of $146.18.

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Cameco Corporation (NYSE: CCJ) is a leading producer of uranium and a supplier to the global nuclear power industry. Headquartered in Saskatoon, Saskatchewan, Canada, the company is engaged in the exploration, mining, milling and sale of uranium concentrate, commonly known as yellowcake, which is used as fuel for nuclear reactors. Cameco also participates in services and activities that support the front end of the nuclear fuel cycle, including processing and marketing of uranium to utilities under long‑term and spot contracts.

The company’s operations have historically centered in Canada and the United States, where it operates and develops uranium mining and processing properties.

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SummaryBlackstone reported very strong Q2 results.However, it remains out of favor with Mr. Market.I take a look at the headwinds and share why I believe that the current stock price weakness presents a golden buying opportunity.Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our subscriber-only portfolios. Learn More » MicroStockHub/E+ via Getty Images

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24.7.2026 10:46

Ropa -2,39 % na 89,99 USD za barel.
Zemní plyn -0,51 % na 2,905 USD za mbtu.

Zlato +0,1 % na 4054,1 USD za unci.
Stříbro +0,87 % na 58,56 USD za unci.
Měď -0,05 % na 6,3405 USD za libru.

Kukuřice +0,92 % na 4,92 USD za bušl.
Pšenice +1,83 % na 7,09 USD za bušl.

Marek Krejčiřík
Fio banka, a.s.
Prohlášení

Bitcoin ETFs snap seven-day inflow streak with $225M in outflowsAfter attracting nearly $1 billion over seven trading sessions, US-listed spot Bitcoin ETFs recorded their first daily net outflow since July 13.

US-listed spot Bitcoin exchange-traded funds (ETFs) ended a seven-session inflow streak on Thursday, marking their first day of net outflows since July 13.

Spot Bitcoin ETFs recorded $225.2 million in net outflows on Thursday, attracting nearly $1 billion in net inflows over the last seven trading sessions, according to SoSoValue.

Despite Thursday’s outflows, the funds had still attracted about $274 million in net inflows this week as of Thursday.

Source: SoSoValue

The outflows came as Bitcoin briefly slipped below $65,000 after US stocks fell amid renewed tensions between the US and Iran. Bitcoin traded at $65,403 at the time of publication after falling as low as $64,600, according to CoinGecko.

Bitcoin market sentiment also weakened, with the Crypto Fear & Greed Index falling 3 points to 28 and remaining in “fear” territory on Friday, according to Alternative.me.

Meanwhile, US-listed spot Ether ETFs extended their inflow streak to five, attracting a net $26.3 million on Thursday, according to SoSoValue.

This article is produced in accordance with Cointelegraph's Editorial Policy and is intended for informational purposes only. It does not constitute investment advice or recommendations. All investments and trades carry risk; readers are encouraged to conduct independent research.

Spot Bitcoin ETFs saw more than $225 million in net outflow on Friday, breaking an inflow streak of almost two weeks. Institutional investors are strategically rotating into U.S. Treasuries amid rising US Treasury yields, oil prices amid the US-Iran war, and Trump’s new global tariffs.

Spot Bitcoin ETFs Record First Outflows After Many Days US-listed spot Bitcoin ETFs recorded $225.18 million in net redemptions in the latest session, according to Farside Investors data on July 24. This ended a seven-day period of positive flows that saw nearly $1 billion in inflows.

BlackRock Bitcoin ETF (IBIT) led with a $202.5 million outflow, followed by Bitwise’s BITB and Fidelity’s FBTC. Other exchange-traded funds also saw outflows. In contrast, Morgan Stanley’s MSBT recorded $5 million in inflows.

Spot Bitcoin ETFs Record Outflow. Source: Farside Investors Just as spot Bitcoin ETF inflows triggered a rebound in BTC price to almost $67K, sentiment among institutional investors has again shifted. Institutions are now rotating capital out of spot Bitcoin ETFs.

BTC price has dropped more than 3% in the last two days amid the US-Iran war escalation and delays in passing the Clarity Act before the August recess.

US Treasury Yields Rising to Record Levels The latest spot Bitcoin ETF outflows come as institutions rotate to U.S. Treasuries amid rising bond yields. The benchmark 10-year Treasury yield (US10Y) reached about 4.71% on Friday, marking one of its highest levels in 18 months.

10-Year Treasury Yield jumps above 4.7% for the first time since January 2025 🚨 🚨 Houston, we have a problem 😱 pic.twitter.com/cXXR2llFoj

— Barchart (@Barchart) July 24, 2026

Economist Peter Schiff warned that the yield on the 30-year Treasury jumped to 5.18%, its highest since April 2006. He added that the U.S. national debt was $8.35 trillion at that time. However, it has now spiked fivefold to $39.6 trillion.

“The U.S. can’t afford these rates, let alone the much higher rates we’ll soon be forced to pay,” Peter Schiff warned.

Moreover, Trump’s latest global tariff package has heightened concerns about a further deterioration in trade relations between the US and its key partners. In addition, rising oil prices amid escalating US-Iran war have raised chances of Fed rate hikes.

Higher financing costs could increase government interest expenses and potentially lead to additional borrowing and fiscal spending needs, further worsening the trajectory of U.S. debt growth.

Market expert BIT (formerly Matrixport) warned that “Japan may gradually sell U.S. Treasuries to support the rapidly depreciating yen.” Meanwhile, China continues to diversify its foreign exchange reserves by reducing its U.S. Treasury holdings and increasing its gold reserves.

Outflows may continue in spot Bitcoin ETFs as institutional investors rotate capital to less risky assets such as US bonds and gold.

For retail and institutional traders aiming to hedge against geopolitical tensions by mirroring central bank behaviors, using the best platforms to trade tokenized commodities like gold provides an on-chain alternative with 24/7 liquidity.

Anthony Pompliano, CEO of Professional Capital Management, challenged Bitcoin (CRYPTO: BTC) skeptic Peter Schiff with an interesting bet on a podcast that aired Thursday.

Will Schiff Put A Bitcoin on the Line?During the Pomp podcast, Pompliano proposed a friendly five-year bet on Bitcoin versus gold. If Bitcoin beats gold, Schiff sends Pompliano 1 BTC. If gold outperforms Bitcoin, Pompliano will send Schiff 1 BTC.

But Schiff said he doesn’t have any Bitcoin.

“I’d have to go buy you a Bitcoin. I don’t know cos what if it goes up? I’m like unhedged on that,” the economist chuckled.

While Schiff remains confident that Bitcoin will underperform, he noted that buying BTC now for the bet would put him in trouble if the price declines.

“I’ll think about it,” Schiff replied rather reluctantly when asked if the bet was on.

What History Tells UsGold has delivered far stronger returns than Bitcoin over the past five years. However, shorten the timeframe to four years and things change drastically. Then Bitcoin takes the lead over the yellow metal.

Asset5-Year Gains +/-4-Year Gains +/-Bitcoin+79%+198%Spot Gold
               +124%+135%Schiff Remains A SkepticThe banter between Schiff and Pompliano has been going on for some time now. Back in June, Pompliano got Schiff to admit that Bitcoin isn’t literally going to zero, framing it as a gotcha moment.

Schiff has a long track record of calling Bitcoin a "bubble" and leads the pack in Bitcoin obituaries, having declared it ‘dead’ as many as 23 times.

His view is that while Bitcoin going to zero in the future is “highly unlikely,” for all practical purposes it will “feel like zero.”

Price Action: At the time of writing, BTC was exchanging hands at $65,418.30, down 0.50% over the last 24 hours, according to data from Benzinga Pro.

Photo: Hi my name is Jacco on Shutterstock.com

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US-listed spot Bitcoin exchange-traded funds (ETFs) experienced their first net outflows in over a week on Thursday, ending a seven-session run of steady inflows. These ETFs recorded $225.2 million in net outflows for the day, as reported by data provider SoSoValue.

Shift in ETF inflows signals changing sentimentSpot Bitcoin ETFs had attracted nearly $1 billion in net inflows over the previous seven trading sessions. Despite the setback on Thursday, the cumulative weekly inflow figure remained positive at approximately $274 million. This reversal from the streak of inflows reflects a shift in market sentiment, as the ETFs had not seen a net outflow since July 13.

The sudden outflow comes amid a short-lived drop in Bitcoin’s price. The world’s largest cryptocurrency temporarily fell below $65,000 during the day and recovered to $65,403 at the time of publication. Data from CoinGecko showed that Bitcoin’s intraday low touched $64,600, following a decline in US stocks influenced by renewed geopolitical tensions between the US and Iran.

Market sentiment cools as fear risesInvestor sentiment toward Bitcoin softened as global risk factors emerged. The Crypto Fear & Greed Index, monitored by Alternative.me, fell by 3 points on Friday to register 28. This reading places the index firmly in the “fear” category, indicating increased caution among market participants after the ETF outflows and price volatility.

The Crypto Fear & Greed Index is a widely used gauge that evaluates Bitcoin market sentiment based on factors like volatility, volume, and social media trends. Readings below 50 generally reflect cautious or fearful investor behavior, signaling hesitancy in the market.

Mini dictionary: SoSoValue, a data analytics platform specializing in cryptocurrency ETF flows and on-chain metrics.

Despite recording $225.2 million in net outflows on Thursday, spot Bitcoin ETFs still attracted about $274 million in net inflows for the week.

Ether ETFs continue inflow momentumUS-listed spot Ether ETFs bucked the outflow trend and reported a fifth consecutive day of net inflows. According to SoSoValue, these Ether-based funds recorded $26.3 million in net inflows on Thursday, reflecting ongoing investor interest in Ethereum’s token despite recent market turbulence.

This divergence between Bitcoin and Ether ETF flows underscores differences in investor sentiment and risk appetite across the two largest cryptocurrencies.

ETF ProductNet Inflow/Outflow (Thursday)Inflow Streak (days)Spot Bitcoin ETFs-$225.2 million0 (streak ended)Spot Ether ETFs+$26.3 million5BitMEX, a well-known cryptocurrency derivatives exchange, was also in focus as its native token suffered a significant decline following the announcement of its platform shutdown, illustrating the wider volatility across digital asset markets.

Mini dictionary: BitMEX, founded in 2014, is a cryptocurrency derivatives exchange that offers leveraged trading but faced regulatory pressure leading to operational challenges.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

Upbit and Bithumb, two leading cryptocurrency exchanges in South Korea, have announced an important decision regarding the Taiko (TAIKO) token. Both exchanges stated in official announcements that TAIKO, previously placed on the delist watchlist, has been removed. The reason given for this decision is that the issues causing the trading warnings have been resolved.

According to exchange statements, comprehensive reviews have concluded that the risk factors that led to TAIKO being placed on the watchlist have been eliminated. Therefore, the trading alert on the token has been lifted, and it has been decided that TAIKO will maintain its current listing status.

The delisting watchlist stands out as one of the important monitoring mechanisms used by cryptocurrency exchanges in South Korea to warn investors of potential risks. When a token is placed on this list, the project is closely monitored according to certain criteria, and if the necessary improvements are not made, it faces the risk of being completely delisted from the exchange.

Upbit and Bithumb reviewed TAIKO’s operations, technical development, ecosystem structure, and various factors that could affect investors. The final review concluded that the conditions that triggered the trading warning are no longer valid.

The decision is seen as a positive development for the TAIKO community, and the fact that the token will continue to be traded on South Korea’s two largest cryptocurrency exchanges is also important for investor confidence. Being removed from the delist watchlist is interpreted as an indication that the project has once again met the exchange’s standard listing criteria.

*This is not investment advice.

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Zhibao Technology has signed a non-binding agreement that could bring about 3,500 Bitcoin, valued at roughly $220 million, onto its balance sheet through a proposed stock sale paid in BTC.

Summary

Zhibao has signed a non binding agreement to receive about 3,500 Bitcoin through a proposed $220 million stock sale. The proposed deal would give the investor majority control of Zhibao’s board while establishing a Bitcoin treasury if completed. The announcement comes as public companies continue adopting different strategies to build or manage Bitcoin reserves. According to a Wednesday press release from Nasdaq-listed Zhibao Technology, the Shanghai-based digital insurance company has entered into a non-binding term sheet with Joyertech and Information OPC for a proposed private investment in public equity (PIPE) financing that would be settled using approximately 3,500 Bitcoin instead of cash.

If completed, the buyer or its designated entity would subscribe to newly issued securities, with the Bitcoin amount remaining subject to final valuation, custodial arrangements, audit verification, regulatory review, Nasdaq compliance and the execution of definitive agreements.

The proposed transaction would do more than add Bitcoin to the company’s balance sheet. Under the term sheet, Joyertech is expected to nominate a majority of Zhibao’s board members when the financing closes, giving the investor effective control of the company while Zhibao continues operating its existing insurance business during the initial transition period.

A PIPE financing allows private investors to purchase newly issued shares directly from a publicly listed company instead of acquiring stock through public markets. In this case, the consideration would be Bitcoin rather than cash, allowing Zhibao to establish a sizeable Bitcoin treasury immediately if the transaction receives final approval.

The company, which trades on Nasdaq under the ticker ZBAO, describes itself as a digital insurance technology provider focused on China’s embedded insurance market. It launched what it describes as the country’s first digital insurance brokerage platform in 2020 using its own cloud-based platform-as-a-service infrastructure.

Bitcoin-funded treasury proposal reshapes ownership While the insurance business would continue operating after the financing, company disclosures indicate the current management team is expected to oversee day-to-day operations only until a future separation, disposal or restructuring of the legacy business is completed.

The structure differs from the path followed by many public companies that first raise cash before purchasing Bitcoin in the open market. Instead, the proposed financing would transfer Bitcoin directly to the company as payment for newly issued shares, allowing the treasury to be established as part of the financing itself.

Investor reaction was immediate after the announcement. Zhibao shares climbed from about $0.15 to nearly $0.40 within four hours before giving back part of the gains and stabilizing near $0.24 later in the session. Even after the pullback, the stock remained roughly 60% above its pre-announcement level.

Only a week earlier, on July 15, Zhibao disclosed that it had received a Nasdaq deficiency notice after its share price traded below the exchange’s minimum $1 bid requirement. At the time, the stock was changing hands around $0.22. The company now has until Jan. 6, 2027, to regain compliance with Nasdaq’s listing standards.

Treasury strategies continue to diversify The proposal arrives as public companies continue experimenting with different ways to build Bitcoin reserves, although recent announcements show that no single treasury model has emerged.

Unlike companies that depend on repeated share offerings to fund Bitcoin purchases, some businesses are tying future accumulation to operating cash flow. Earlier this month, ORANGE JUICE announced it had raised $40 million to acquire profitable American businesses, with surplus cash from those operations expected to finance future Bitcoin purchases alongside additional acquisitions.

Other firms continue to rely on capital markets. Earlier this month, Japan’s Bitcoin Japan secured plans to raise approximately 9.66 billion yen, allocating about 662 million yen for its first funded Bitcoin treasury purchase after a previous fundraising effort failed to provide enough capital for digital asset acquisitions.

Capital B has taken another route by expanding its financing capacity before making additional purchases. In June, shareholders approved a framework authorizing up to €5 billion in capital increases and €100 billion in credit instruments to support future Bitcoin acquisitions as part of the French company’s long-term treasury strategy.

Not every treasury company is increasing its Bitcoin exposure, however. Earlier this month, Empery disclosed that it had sold 1,400 Bitcoin for about $87.1 million since May, using the proceeds to repay debt, finance acquisitions, cover legal expenses and strengthen liquidity while maintaining a smaller Bitcoin reserve.

More than 150 publicly traded companies now hold Bitcoin on their balance sheets, although recent developments have shown that treasury strategies increasingly depend on each company’s financing needs, operating model and balance sheet priorities rather than a single playbook.

For Zhibao, however, the proposed transaction remains far from complete. Company filings state that the agreement is non-binding and still depends on satisfactory legal, financial and operational due diligence, execution of definitive agreements, corporate and regulatory approvals, continued Nasdaq compliance and other customary closing conditions before any Bitcoin changes hands.

Bitcoin's creator Satoshi Nakamoto gets slightly wealthier.

Bitcoin's elusive creator, known by the pseudonym Satoshi Nakamoto, received roughly $5,000 worth of BTC over the past 24 hours as someone sent funds to wallet addresses widely attributed to the network's creator.

Blockchain data tracked by Arkham Intelligence shows a sequence of transactions originating from a shared Revolut hot wallet. The sender first made several tiny test transfers worth only a few cents before sending a final payment of approximately 0.033 BTC, valued at about $2,170 at current prices.

Combined with the earlier transactions, the transfers totaled roughly $5,000.

Revolut hot wallet transactions to Satoshi Nakamoto's genesis address, Source: Arkham Intelligence

Because the funds originated from Revolut's shared wallet infrastructure, the identity of the sender cannot be determined from publicly available blockchain data alone.

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The recipient addresses are part of the collection of wallets long associated with Nakamoto. Those wallets are estimated to hold approximately 1.11 million BTC, a stash that remains untouched more than 15 years after Bitcoin's launch.

Trending on TheStreet Roundtable:Tesla sends a quiet but powerful message on BitcoinWhite House official postpones military duty right before a major voteAnalyst reveals Bitcoin is massively undervalued at $65,000With Bitcoin trading around $64,700, those holdings are worth roughly $71.81 billion. During Bitcoin's rally in 2025, the estimated value briefly exceeded $110 billion, placing Satoshi's paper wealth among the largest fortunes in the world.

Such a transfer to Satoshi-linked wallets can be understood as a symbolic gesture, gift, or attempts to permanently remove Bitcoin from circulation by sending it to addresses that are considered dormant.

Whether the latest transaction was intended as a tribute, an experiment, or something else remains unknown.

BTC/USD, Source: Decibel

Bitcoin was exchanging hands at $64,662 at the time of writing, as per Decibel.

Singapore-based Bitcoin mining pool Poolin and two of its US affiliates filed for Chapter 11 bankruptcy in a New Jersey court on Wednesday.

Poolin’s court filing shows that the mining pool operator has estimated liabilities of $100 million to $500 million, assets of $1 million to $10 million and 10,001 to 25,000 creditors.

Poolin and its affiliates are also seeking court approval to sell two West Texas mining sites to Thor CALAP LLC under a proposed $52 million stalking-horse bid. This includes $37 million for the Tarbush assets, including assumed liabilities, and $15 million for the Pyote site, including the power rights, equipment and all other assets tied to the mining facilities.

The proposed sale would be subject to a court-supervised auction, with a bid deadline of Sept. 8 under the proposed bidding procedures.

Poolin was once the world’s largest Bitcoin mining pool in 2019. It now ranks as the 17th largest mining pool operator by hashrate, with a 0.2% market share, according to Hashrate Index.

Bitcoin miners increasingly turn to restructuring and AIBitcoin mining operations are facing growing financial constraints due to rising electricity costs, forcing some operations to shut down while others are seeking new revenue sources.

In February, NFN8 Group and two of its affiliates filed for Chapter 11 bankruptcy in the Western District of Texas. 

Other miners have sought to diversify into AI infrastructure. In November 2025, Bitfarms initiated a complete wind-down of its Bitcoin mining operations to pivot to AI and high-performance computing data centers.

On Monday, Bitcoin mining companies Hut 8 and IREN announced major AI infrastructure deals. Hut 8 announced a 15-year, $9.8 billion lease for its AI data center campus and IREN disclosed $2.8 billion in cloud services contracts with AI developers. Earlier in July, MARA Holdings announced plans to acquire a Texas site with up to 2 gigawatts of capacity to expand its AI and digital infrastructure business.

Wealth management company Bernstein said that deals with third-party providers, such as Bitcoin miners, will be necessary for AI companies seeking to address the computing power limits of AI data centers.

Magazine: Bitcoin nearing late stages of bear market: Jamie Coutts, Real Vision

Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.

Ripple has announced a strategic investment in Notabene, aiming to integrate its RLUSD stablecoin into Notabene’s enterprise transaction network. This collaboration is expected to enhance Ripple’s reach within the regulated on-chain transaction sphere and expand the utility of its stablecoin offerings. Notabene, known for its infrastructure supporting compliance with the Travel Rule, will work with Ripple to explore the integration of its payment authorization tools with Ripple’s payment solutions for institutional clients. The financial terms of the investment have not been disclosed.

This move by Ripple is seen as an effort to bolster its competitive position in the enterprise payments sector by leveraging Notabene’s extensive network. The strategic investment could potentially lead to increased adoption and utility for Ripple’s digital assets, including XRP. Currently, Ripple’s efforts to expand its ecosystem with RLUSD integration appear consistent with scenarios where XRP might see increased demand.

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Markets have reacted to the news with varied expectations regarding XRP’s price movement. Despite the strategic significance of Ripple’s investment, the impact on XRP’s price predictions for July remains subdued. As of now, pricing suggests a limited probability of reaching higher price targets, with only modest increases in probability for certain price points.

Key Takeaways Ripple’s investment in Notabene appears to support the integration of RLUSD into a major enterprise transaction network, suggesting enhanced utility for Ripple’s stablecoin. Pricing suggests that markets view the news as a positive development for Ripple, but the immediate impact on XRP price predictions is limited. The collaboration may indicate potential for increased adoption of Ripple’s payment solutions, particularly in regulated environments. What to Watch Observers will be interested in any further announcements from Ripple and Notabene regarding their collaborative efforts and potential clients in the institutional payments sector. The impact of this strategic investment on XRP’s price will depend on broader market conditions and any subsequent developments that could drive adoption. Markets will closely monitor Ripple’s progress in integrating RLUSD with Notabene’s payment authorization tools, which could influence XRP’s utility and market dynamics in the near term.

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Term Structure

Contract Odds Δ since publish Volume 24h August 1 2026 0.1% — — View market → August 1 2026 0.6% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.1% — — View market → August 1 2026 0.2% — — View market → August 1 2026 2.1% — — View market → August 1 2026 0.5% — — View market → August 1 2026 1.7% — — View market → August 1 2026 0.2% — — View market → August 1 2026 0.1% — — View market → August 1 2026 30% — — View market → August 1 2026 20% — — View market → August 1 2026 0.4% — — View market → August 1 2026 0.5% — — View market →

Ripple Just Made 2 Moves to Push RLUSD Into Institutions

A16Z executive says XRP set for surge if CLARITY Act passes

XRP price today is down 2.39% to $1.11 today, underperforming a slightly negative market.XRP ETFs pulled in nearly $1.47 billion in cumulative inflows through late June. An estimated 200 million to 300 million XRP reach the market every single month. The CLARITY Act still lacks the 60 Senate votes needed to beat a filibuster now.XRP is down 2.39% to $1.11 today, underperforming a slightly negative market, in a session driven primarily by broader macro pressure rather than anything specific to the token itself.

The selloff isn’t isolated to crypto. Roughly $2.8 trillion was wiped out across stocks, gold, silver, and crypto in the past 24 hours, following a disappointing Alphabet earnings report that raised concerns about AI spending outpacing profits. Trump has also told Axios he is close to ordering a larger military strike on Iran, adding another layer of macro fear across risk assets.

Technical PictureXRP ran up to $1.16 earlier this week before flushing back down to $1.10 support. The broader trend remains down, with no evidence yet that a major low is in place. Important resistance sits between $1.19 and $1.42, a zone that hasn’t even been tested yet. 

If the current bounce fails and price breaks below $1.14, the analyst sees a reasonable bear market target near $0.74 to $0.75, potentially aligned with Bitcoin forming its own cycle low around September or October.

CLARITY Act Remains Stuck

Crypto’s regulatory centerpiece, the CLARITY Act, is still short of the votes needed to pass. The bill needs 60 votes in the Senate, and Republicans currently don’t appear to have all 50 of their own members locked in, let alone the additional Democratic support required. 

Senators from Utah and Texas have echoed bank concerns about deposit flight, a senator from Louisiana has voiced hesitation, and at least one Republican has flatly opposed the ethics provisions as written. Senator Elizabeth Warren has publicly urged colleagues to vote against the bill entirely.

Not everyone in finance opposes it. Goldman Sachs CEO David Solomon has publicly called for advancing the legislation. Delays in releasing bill text have pushed negotiations dangerously close to the August 7 recess deadline, according to political reporting cited in recent coverage, leaving a shrinking window to get a vote scheduled at all.

What’s Actually Changed for XRP

Away from daily price swings, XRP’s underlying legal and market position has genuinely shifted over the past year:

The five-year SEC lawsuit is fully resolved, with both sides dropping appeals and the original $125 million penalty reduced to $50 million.Seven US spot XRP ETFs now exist, following Canary Capital’s XRPC launch in November 2025.XRP ETFs pulled in nearly $1.47 billion in cumulative inflows through late June, spanning seven to eight consecutive weeks of net buying before that streak broke with a $7.18 million outflow the week of July 6.Ripple’s own stablecoin, RLUSD, has grown to a $1.5 billion market cap, roughly tripling over the past year, with Mastercard piloting settlements on Ripple’s infrastructure.Why the Price Hasn’t FollowedDespite that progress, several structural factors continue to work against XRP specifically:

ETF funds hold only about 1% to 2% of XRP’s circulating supply, limiting their price impact even during strong inflow streaks.RLUSD may compete with XRP rather than support it, since a dollar-backed stablecoin can move money across borders without anyone ever holding XRP. More than 45% of RLUSD supply currently sits on Ethereum rather than the XRP Ledger.On-Demand Liquidity volume is real, but XRP is typically only held for a few seconds mid-transaction, generating volume without creating genuine demand to hold the coin long-term.Total value locked in XRP Ledger lending and trading apps has fallen roughly 70% from its 2025 peak.An estimated 200 million to 300 million XRP reach the market every single month from Ripple’s escrow releases, with roughly 38 billion XRP still locked and awaiting future release.A newly launched competing stablecoin consortium, Open USD, backed by more than 140 firms including Visa, Mastercard, Coinbase, and BlackRock, positions Ripple as just one participant rather than the center of the payments infrastructure XRP was built to support.A Possible Bottom SignalSome experts see recent industry stress as a sign the market may be nearing a cycle low. Crypto exchange BitMEX is shutting down effective September 23. Several digital asset treasury companies and at least one crypto-focused hedge fund have also wound down operations recently, following a broader wave of deleveraging across the sector.

Story Ends Here

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PANews July 24 news, according to Greeks.live, July 24 options expiry data shows that 19,000 BTC options will expire today, with a Put Call Ratio of 0.89, a max pain point of $64,500, and a notional value of $1.2 billion. 125,000 ETH options will expire today, with a Put Call Ratio of 1.25, a max pain point of $1,875, and a notional value of $230 million.

Analysis indicates that Bitcoin briefly broke through $66,000 this week, but upward resistance is strong — the $65,000 to $80,000 range was a dense trading area early this year, and it remains to be seen when capital will flow into the crypto market. U.S. stock SpaceX continues to decline, and the storage sector is experiencing sharp oscillations. In the options market, about 4% of options expire this week, with most indicators nearly flat compared to last week, and overall IV has fallen back to around 35%. BTC’s GEX is concentrated at $65,000 and $72,000, while ETH’s is concentrated between $1,900 and $2,200, with a more dispersed distribution than last week. Recently, some traders have attempted to bottom-fish using shallow out-of-the-money options. The ETH Put/Call Ratio has fallen back to 1.29, but the proportion of put options has exceeded 1 for six consecutive weeks, the longest stretch on record, reflecting strong demand for puts alongside active put-selling to bottom-fish. The crypto market has experienced an eight-month bear market, with scarce trading opportunities. From a cyclical perspective, there may be a rebound in the second half of the year.

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

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