Tesla’s Q2 Bitcoin holdings remain unchanged at 11,509, with the company confirming an impairment loss of $112 million.

，美银的牛熊指标已升至 9.6 点，为 2020 年 12 月以来的最高水平。这一指标目前处于 24 年来第三高水平，表明市场情绪极度乐观。该指标衡量股票和债券基金流入、对冲基金及基金经理股票持仓、信贷市场状况以及市场广度。分析指出，该指标最近的上升主要由基金经理现金配置推动，该配置环比下降 0.5 个百分点，至 3.6%，接近 13 年来最低水平。

According to Bloomberg data, Chinese investors actively bought the dip on Monday. The Star 50 ETF, which tracks China’s STAR 50 Index, drew a record $2 billion in inflows that day, the highest single-day level since December 2020. The surge in funds pushed the STAR 50 Index up 11% on Tuesday, its largest single-day gain in nearly two years, following a 17% plunge the prior week due to leverage liquidations. Meanwhile, at least five of China’s largest insurers have pledged to increase their stock market investments, with China Life Insurance alone purchasing more than $15 billion worth of stocks and funds.

According to official announcements, Ondo Perps has now launched a dual revenue mechanism: On one hand, traders can earn a share of the USDC reward pool by inviting new users, and their own trading volume is also counted towards this reward pool; On the other hand, each trade will earn Ondo Points in tandem with its trading volume and open interest.

Circle has signed a memorandum of understanding (MoU) with South Korea’s Kakao Group. The two parties will evaluate cooperation on blockchain-based payment infrastructure and digital asset technologies, including the application of USDC in scenarios such as payments, settlements, and digital asset connectivity.

Data from South Korean exchanges as of July 23 shows that foreign investors net-purchased 2.6211 trillion won in South Korea’s main stock market the previous day, marking the highest level in nearly two months. Driven by foreign buying, the KOSPI reclaimed the 7,000-point threshold during intraday trading for the first time in four sessions, triggering the 20th suspension of the program trading mechanism this year. However, in the afternoon, institutional and individual investors took profits, leading the index to give back most of its gains, closing just 0.74% higher at 6,797.70 points. Seok Hwan Kim, a researcher at Mirae Asset Securities, noted that despite heavy net buying by foreign investors, individual investors and financial institutions concentrated on selling semiconductor-weighted stocks to lock in profits, causing the index’s gains to narrow significantly. That day, individual investors net-sold 1.2177 trillion won, while institutional investors net-sold 1.3961 trillion won.

According to monitoring by Onchain Lens, a Hyperliquid whale has deposited 31.12 million USDC over the past three days and currently holds $64.9 million in short positions. The breakdown of its current positions is as follows: $43.93 million in short positions on SK Hynix, $17.07 million in short positions on Brent crude oil, plus additional short positions on Samsung, NVIDIA, and other assets.