Crypto Stock Barometer: Global Listed Companies Net Sold $85.45 Million BTC Last Week, Strategy’s Dollar Reserve Grows to $3 Billion (July 14)

Editor's Note: In last week's "Crypto-Stock Barometer" article, we mentioned that the South Korean stock market experienced a significant correction and had entered a buying zone. In the following week, including SK Hynix, Samsung, and the KOSPI index, the South Korean stock market hit its darkest hour, with continuous foreign capital outflows and retail investors buying en masse. Data shows that foreign investors have withdrawn nearly $110 billion from the South Korean stock market, setting a new historical record.

In the US stock market, Trump's bullish remarks combined with renewed tensions between the US and Iran did not lead to a market rally but instead triggered massive selling pressure. Although SK Hynix's ADR initially rose nearly 20% to around $175 upon its US listing, it subsequently turned lower, following the market trend. Currently, the US stock market has turned downward under the influence of the South Korean market. Fundamentally, META announced an additional $40 billion investment in a data center in Louisiana, indicating that the AI industry chain remains the main narrative for the stock market. Market sources said Samsung Electronics is considering a US ADR listing, but this was later denied officially.

Finally, regarding the A-share market, CXMT's IPO has finally been scheduled for July 27, planning to raise 29.5 billion yuan, with an estimated issuance price of about 4.41 yuan per share. The total market value after listing is estimated to be close to 295 billion yuan. Combined with the previous news that Apple is seeking to purchase CXMT-related memory products, although the recent market correction has been significant, CXMT may still have room for a short-term rise.

Regarding crypto-related stocks, except for CRCL, which saw a short-term rebound last week due to news of receiving OCC approval to establish a digital currency trust bank, most other crypto-related stocks are in a downtrend and remain in a short-selling zone.

For more information on the crypto-stock market, please visit MSX.COM. (Odaily Note: This article is for informational purposes only and does not constitute investment advice.)

US Stock Market at a Crossroads: Beware Aggressive Buying vs. Earnings Season Driving Broader Rally

BofA Warns: Stock Market Bulls Should Consider Curbing Aggressive Buying

The latest Bank of America Fund Manager Survey indicates that global investors who are aggressively buying stocks should consider reducing their exposure. BofA strategists point out that asset allocators have become extremely bullish—often a warning signal for the market. Investors' cash holdings have dropped from 4.1% of assets last month to a "very low" 3.6%. Meanwhile, US stock holdings are at their highest level since December 2024, with a net overweight of 24%.

The team led by Michael Hartnett wrote in the report: "BofA's 'Bull & Bear Indicator' reads as high as 9.4 (the indicator ranges from 1 to 10), placing it in the extremely bullish territory, suggesting a reduction in exposure to stocks and high-beta assets. Given overly optimistic market positioning, the potential for further upside in risk assets during the summer will be limited."

Not Just Tech Giants: Morgan Stanley Expects US Stock Rally to Broaden

Morgan Stanley strategists state that beyond the tech giants, other US stocks are also expected to post strong earnings this earnings season, thereby driving a further broadening of the stock market rally. The team led by Michael Wilson said that the median company in the S&P 1500 Composite Index currently has an earnings per share growth rate exceeding 10%, the best performance since the post-pandemic recovery.

Furthermore, analysts are still raising profit expectations for the consumer discretionary and transportation sectors, both of which are closely tied to economic growth. "We expect the market rally to continue broadening, driven by the earnings resilience of the median stock." The second-quarter earnings season kicks off on Tuesday, with major banks reporting first. According to compiled data, analysts expect profits for S&P 500 component companies to grow by 23%, which would be one of the strongest performances in history, excluding the recovery phase after major economic recessions.

Weekly Updates on Crypto-Stock Listed Companies

Representative BTC Treasury Listed Companies

Global Listed Companies Net Sold $85.45 Million in BTC Last Week, Strategy and Metaplanet Both Absent

According to SoSoValue data, as of 8:00 AM ET on July 13, 2026, the total weekly net sale of Bitcoin by global listed companies (excluding mining companies) was $85.45 million, a decrease of 908.42% compared to the previous week.

Strategy (formerly MicroStrategy) and the Japanese listed company Metaplanet did not purchase any Bitcoin last week.

Additionally, two other companies bought Bitcoin last week. The Brazilian Bitcoin company OrangeBTC announced on July 13 that it purchased 8 Bitcoins at a price of $62,100, bringing its total holdings to 3,912 Bitcoins. Asset management company Strive announced on July 13 that it spent $1.15 million to purchase 18 Bitcoins at a price of $64,028, bringing its total holdings to approximately 19,900 Bitcoins.

As of press time, the global listed companies (excluding mining companies) in the statistics collectively hold a total of 1,139,635 Bitcoins, a decrease of 0.19% from last week. The current market value is approximately $71.38 billion, accounting for 5.7% of Bitcoin's circulating market cap.

Strategy Announces Its Dollar Reserves Have Increased to $3 Billion

According to official sources, Strategy announced that its dollar reserves have increased by $450 million. As of July 12, dollar reserves have grown to $3 billion, while its Bitcoin holdings stand at 843,775 BTC.

Hyperscale Data Adds Another ~100 BTC, Bitcoin Reserves Surpass 1,000

US-listed Bitcoin treasury and AI data center company Hyperscale Data disclosed that it has recently added another approximately 100 BTC. Its total Bitcoin reserves have now surpassed 1,000 BTC. Company management hinted that it plans to use Bitcoin as potential collateral for financing in the future, diversifying its balance sheet alongside cash and other strategic assets.

Strategy: To Report Q2 2026 Financial Results After US Market Close on July 30

Bitcoin treasury company Strategy announced that it will release its second-quarter 2026 financial results after the US stock market closes on July 30, 2026, ET, which is 4:00 AM Beijing time on July 31, 2026. A live online seminar discussing the results will be held at 5:00 PM ET, which is 5:00 AM Beijing time.

Cleanspark Holds 13,924 BTC After Adding 454 BTC, Worth Approximately $880 Million

Bitcoin mining company Cleanspark purchased 454 BTC on July 7 at an average price of approximately $64,000, worth about $29 million. Its BTC reserves increased to 13,924 BTC, valued at approximately $880 million. Publicly listed mining companies sold over 32,000 BTC in total in the first quarter of 2026, with Marathon selling over 20,800 BTC to repay debt and fund expansion. Cleanspark previously disclosed a net loss of $378.3 million for its fiscal second quarter ending March 31, 2026, including a $224.1 million non-cash fair value loss due to the decline in BTC price; as of quarter-end, the company held $925.2 million in BTC and $260.3 million in cash.

Boyaa Interactive Increases Bitcoin Holdings by 108, Total BTC Holdings Rise to 4,201

Hong Kong-listed company Boyaa Interactive issued an announcement stating that it has purchased an additional 108 BTC. After this addition, Boyaa Interactive's total Bitcoin holdings increased to 4,201 BTC.

Bitcoin Miner BitFuFu Sells 184 BTC, Now Holds 1,671 BTC

BitcoinTreasuries.NET posted on X platform that Singapore-listed Bitcoin miner BitFuFu sold 184 BTC. It currently holds a total of 1,671 BTC, ranking 35th in the Bitcoin 100.

Bitdeer Maintains Zero Bitcoin Holdings, Sells 227.5 BTC This Week

Nasdaq-listed Bitcoin mining company Bitdeer released its latest Bitcoin holdings data. For the week ending July 10, its Bitcoin mining output was 227.5 BTC, but it sold 227.5 BTC in the same period, resulting in a net increase of 0 BTC. It continues to maintain zero Bitcoin holdings.

Empery Digital Sells 1,400 BTC, Current Holdings at 1,514

Listed company Empery Digital sold 1,400 Bitcoins. The funds from this sale will be used in two parts: one is to invest in an artificial intelligence data center project with a total cost of $65 million to expand AI computing power business; the other is to repay $10 million in corporate debt. After completing this significant reduction, the company's Bitcoin holdings stand at 1,514 BTC.

Listed Companies Purchased 110,000 Bitcoins in Q2 2026, 1.8 Times the Previous Two Quarters Combined

BitcoinTreasuries.NET stated that according to its latest monthly report, listed companies purchased 110,000 Bitcoins in the second quarter of 2026, which is 1.8 times the amount purchased in the first two quarters combined.

Representative ETH Treasury Listed Companies

Bitmine Added 27,801 ETH Last Week, Ethereum Staked Exceeds 4.91 Million

Ethereum treasury company Bitmine Immersion Technologies disclosed that it added 27,801 ETH last week. The company's current crypto asset holdings include 5,770,038 ETH, 206 BTC, equity in Eightco Holdings worth $69 million, and shares in Beast Industries worth $180 million. Additionally, the total amount of ETH staked by the company is 4,917,189 (totaling $9 billion at $1,820 per ETH).

Representative SOL Treasury Listed Companies

Solana Treasury Company DFDV Will No Longer Manage Daily Ecosystem Operations of Meme Coin DONT

Nasdaq-listed Solana treasury company DeFi Development Corp. (DFDV) announced it will no longer be responsible for the daily ecosystem operations management of its meme coin DONT. The ecosystem leadership is being transferred to an independent team led by Daniel Reis-Faria, who will focus on DONT's ecosystem development, community building, partnership expansion, and liquidity enhancement. DFDV added that it will continue to hold its DONT treasury allocation, which currently accounts for approximately 31.6% of the total DONT supply, and will hold it long-term as per the project's initial commitment.

Representative Altcoin Treasury Listed Companies

BNB Plus Delisted by Nasdaq Due to Stock Price Below $1, Keeps Ticker BNBX and Moves to OTCQB

BNB treasury listed company BNB Plus issued an announcement stating that it has received a delisting decision from the Nasdaq Hearings Panel. The core reason for the delisting is that the stock price has consistently failed to meet the Nasdaq Capital Market's $1 minimum bid price requirement for continued listing. BNB Plus plans to submit a review request to the Nasdaq Listing Review Committee, but this review will not stay the delisting process. Trading of the company's stock on Nasdaq will be suspended at the market open on July 14, 2026. The company has completed preparations for listing on the OTCQB Venture Market, and the stock ticker will remain BNBX. Normal trading on the over-the-counter market is expected to commence at the market open on July 14.