According to monitoring by Axel Adler Jr., since November 2021, the Bitcoin balance held in miner-linked OTC addresses has fallen from 500,000 to 139,700 BTC, a decline of nearly 72%. This continuous decline over more than four years indicates that miner reserves are gradually being depleted.

Odaily星球日报讯 SolanaFloor 在 X 平台发文表示，Circle 在过去 24 小时内于 Solana 上增发了约 7.5 亿枚 USDC。

Odaily星球日报讯 花旗 애널리스트는 최근 한국 증시의 급격한 조정이 거의 마무리 단계에 접어들었으며, 한국 종합주가지수(KOSPI)가 향후 반등할 가능성이 높다고 밝혔다. 또한 10000포인트 목표가를 유지하며, 현재 수준 대비 상승 여력이 50% 이상이라고 전망했다.

한국 증시는 최근 심한 조정을 겪으며 KOSPI는 6월 22일 사상 최고점 이후 28% 하락했고, 월요일에는 추가로 4.5% 떨어졌다. 씨티는 이번 하락이 주로 시장의 차익 실현과 기술적 조정에 의해 촉발되었으며, 특히 삼성전자, SK하이닉스 등 메모리 반도체 기업이 주도한 하락으로, 펀더멘털 악화 때문은 아니라고 분석했다. 씨티는 한국의 강력한 경제 펀더멘털, AI 반도체 사이클, 그리고 더욱 우호적인 정책 환경이 증시 반등을 이끌 중요한 요인이 될 수 있다고 지적했다.

앞서 한국 개인 투자자들은 AI 반도체 관련 레버리지 ETF를 대량으로 매수했다. KB금융그룹 데이터에 따르면, 5월 27일 단일 주식 레버리지 ETF 상장 이후 한국 개인 투자자들은 누적 순매수 약 14조 원(약 94억 달러)을 기록했으며, 이는 외국인 투자자의 약 2조 원 매수 규모를 훨씬 웃돈다. 최근 시장 조정으로 인해 많은 레버리지 자금이 압박을 받고 있다. (CNBC)

Odaily Planet Daily News: The UK Parliament's All-Party Parliamentary Group (APPG) on Crypto and Digital Assets has launched an investigation into banking service bottlenecks for crypto businesses. It will invite written evidence from the banking, payments, fintech, and crypto industries during a six-week evidence-gathering period.

Upon the conclusion of the investigation, the APPG will publish a report outlining its findings and recommendations to the UK government.

Odaily星球日报讯 Bitget 宣布上线 MINIMAX Quanto 永续合约 MINIMAXHKDUSDT，支持最高 20 倍杠杆及 7×24 小时交易。作为行业首个 TradFi Quanto 永续合约，该产品支持用户直接使用 USDT 交易港股等非美元计价的海外股票，全程无需兑换外币。合约本身以港元报价，而保证金存入与盈亏结算均以 USDT 完成，在简化交易流程的同时，有效规避了汇率波动带来的额外风险。

据 TokenInsight 2026 年第二季度报告显示，TradFi 永续合约成为增长最快的赛道，月交易量从 1 月的约 520 亿美元激增至 6 月的 2680 亿美元，增幅达 5 倍。在此背景下，Bitget 二季度 TradFi 合约交易量约 690 亿美元，以 11.01% 的市场份额位居行业第二。

According to official sources, OKX will launch the RLUSD holding rewards program on July 21, 2026. Users who hold RLUSD will automatically receive holding rewards without the need for subscription, redemption, or lock-up. Specifically, the first 2,000 RLUSD held by users will earn an immediate 10% APY. Additionally, VIP users can earn up to 4.1% APY with no upper limit on holdings, while regular users can enjoy a 3.5% APY. Rewards can be distributed in the form of RLUSD or XRP. Users can participate and view their holdings and earnings on the OKX platform under "Earn" — "RLUSD Rewards."

It is reported that RLUSD is a stablecoin pegged to the US dollar, issued by Ripple's subsidiary, Standard Custody & Trust Company.

Odaily 플래닛 데일리 뉴스 공식 공지에 따르면, 바이낸스는 2026년 7월 28일 20:00(동8구 시간)에 Zcash(ZEC) 네트워크 토큰 입금 및 출금 서비스를 일시 중단하여 네트워크 업그레이드 및 하드포크를 지원할 예정입니다. 프로젝트 팀은 블록 높이 3,428,143(예상 2026년 7월 28일 21:00, 동8구 시간)에서 네트워크 업그레이드 및 하드포크를 진행할 예정입니다.

Odaily Planet Daily News: Samsung Electronics, a South Korean semiconductor company, is refining its investment plan for a large-scale semiconductor production base in South Korea. It plans to build 4 new wafer factories by 2030 and has shared the related plans with its key partners.

Samsung Electronics plans to construct P5 and P6 in Pyeongtaek, one wafer factory in the Namsa-eup semiconductor cluster in Yongin City, and one new wafer factory in Gwangju. SK Hynix is expected to build Y1 and Y2 in the Wonsam-myeon semiconductor cluster in Yongin and one new wafer factory in Gwangju. The total number of new wafer factories built by the two companies from this year to 2030 will reach 7.

Samsung Electronics and SK Hynix announced a semiconductor equipment investment roadmap totaling 3200 trillion KRW on the 29th of last month, which does not include investment costs for AI data centers. Samsung Electronics has moved up the completion target for the Yongin wafer factory from 2047 to 2040, while SK Hynix has moved it forward from 2045 to 2033.

An industry insider in the semiconductor equipment sector stated that Samsung Electronics recently asked partners if they were interested in making additional local investments, based on the premise of building a wafer factory in Gwangju by 2030. However, considering the current production capacity and Gwangju's infrastructure, the feasibility is still difficult to confirm.

According to Odaily, data from Gate shows that spot silver's intraday gain expanded to 3%, now trading at $58.10 per ounce. Spot gold is currently up about 1.4%.

Odaily Planet Daily News: RobinHub posted on X platform that data shows since the Robinhood mainnet went live for 3 weeks, the transaction count has reached 119.75 million, the block count has reached 15.25 million, the unique sending addresses have reached 1.66 million, the protocol TVL has reached $262 million, the deployed contracts have reached 974,300, ERC-20 tokens have reached 396,000, NFT collections have reached 9,090, and DEX transactions have reached 46.66 million.

Odaily reported that according to Gate data, spot gold stood above $4,060 per ounce, up 1.29% intraday.

Odaily Planet Daily reported that Goldman Sachs released a report stating that if the disruption in the Strait of Hormuz persists, Brent crude oil prices could rise above $120 per barrel in the fourth quarter. However, Goldman Sachs also emphasized that this is not its baseline forecast scenario. The report states: "The escalation of the situation in the Middle East, combined with estimates that flows through the Persian Gulf have fallen to less than 45% of pre-war levels, has driven the rebound in oil prices."

According to Goldman Sachs' current baseline assumption, which anticipates a de-escalation of the situation in the Middle East, Brent crude is forecast at $80 per barrel in the fourth quarter and $75 per barrel next year. Nevertheless, analysts pointed out that given the potential for shipping disruptions in both the Strait of Hormuz and the Red Sea, the risks to the oil price forecast are "tilted to the upside." (Jinshi)