24H热门币种与要闻｜特朗普预计政府将于9月“停摆”；三星电子将在三星钱包中引入稳定币（7月23日）
- Quan điểm cốt lõi: Bài viết tổng hợp toàn diện diễn biến thị trường tiền điện tử và các điểm nóng trên chuỗi ngày 22 tháng 7 năm 2026, tập trung vào các động thái vĩ mô và ngành như khả năng chính phủ Trump đóng cửa, việc Samsung Wallet giới thiệu stablecoin và Kraken mở rộng cổ phiếu trên chuỗi, đồng thời thảo luận về chu kỳ giá Bitcoin, kế hoạch ETF Bitcoin của Nhật Bản và Đạo luật CLARITY của Mỹ cùng các vấn đề then chốt khác.
- Các yếu tố chính:
- Trong số các đồng coin hot trên CEX 24 giờ qua, RE tăng đáng kể (+15,6%), trong khi ZEC giảm mạnh nhất (-3,15%); Meme coin nóng trên chuỗi tập trung chủ yếu trên Robinhood Chain, chẳng hạn như PONS.
- Tổng thống Trump dự đoán chính phủ liên bang có thể “đóng cửa” vào tháng 9 do bất đồng đảng phái, làm gia tăng sự bất ổn định chính sách ngắn hạn.
- Samsung Electronics sẽ giới thiệu hỗ trợ stablecoin trong Samsung Wallet và có kế hoạch ra mắt thẻ Galaxy hợp tác với Barclays và Visa tại Mỹ.
- Công ty mẹ của Kraken, Payward, mở rộng nền tảng xStocks sang các thị trường chứng khoán nước ngoài như Hồng Kông, Anh và Hàn Quốc.
- Nhật Bản dự kiến ra mắt ETF Bitcoin vào năm 2028, 79% nhà đầu tư tổ chức có kế hoạch đầu tư vào tài sản tiền điện tử trong vòng 3 năm tới, dự kiến sẽ thu hút một lượng lớn vốn cá nhân.
- Doanh thu quý II của Tesla đạt 28,24 tỷ USD (tăng 26% so với cùng kỳ), doanh thu quý II của Alphabet đạt 119,8 tỷ USD (tăng 24% so với cùng kỳ), đều vượt kỳ vọng.
- Giám đốc nghiên cứu của Grayscale đưa ra quan điểm vĩ mô, cho rằng nếu Fed không tăng lãi suất thêm và tăng trưởng kinh tế ổn định, giá Bitcoin có thể đã chạm đáy.
1. CEX Hot Coins
CEX Top 10 by Trading Volume & 24h Change:
- BTC: -1.06%
- ETH: -0.44%
- SOL: -1.12%
- XRP: -0.86%
- BNB: -0.6%
- RE: +15.6%
- DOGE: -1.43%
- ZEC: -3.15%
- TRX: -0.03%
- QQQB: -0.6%
24h Gainers List (Data Source: OKX):
- ZAMA: +27.15%
- PROS: +24.55%
- RE: +16.66%
- NES: +15.52%
- ASP: +7.05%
- KITE: +6.67%
- BARD: +4.28%
- DYDX: +4.16%
- HBAR: +3.77%
- WIN: +3.76%
24h Crypto-Stock Gainers List (Data Source: msx.com):
- SMCI.M: +21.49%
- SKHY.M: +12.28%
- TSLQ.M: +10.86%
- CONI.M: +10.19%
- DELL.M: +9.33%
- RIOT.M: +8.56%
- ABTS.M: +8.47%
- LQDA.M: +8.28%
- CIFR.M: +7.34%
- CRWV.M: +6.92%
2. Top 5 Hot Meme Coins On-Chain (Data Source: GMGN):
- PONS (Robinhood Chain)
- CASHCAT (Robinhood Chain)
- AI (Robinhood Chain)
- SWOGE (Robinhood Chain)
- DOYR (BSC)
Headlines
Trump: US Federal Government Expected to Shut Down in September
On July 22nd local time, US President Trump, speaking in Georgia, mentioned that a federal government shutdown would occur in September due to disagreements between Republicans and Democrats on spending priorities. On July 21st local time, the Republican-controlled US House of Representatives passed a short-term funding bill providing funds for federal agencies through December 4th to avoid a shutdown before the November midterm elections. This temporary spending measure is also known as a "Continuing Resolution." The bill will now be sent to the Senate for consideration. Senate Republican leaders are currently negotiating with Democrats and considering their own short-term funding proposal. If Congress fails to pass a funding bill in time, funding for most federal agencies and programs will expire at midnight on September 30th, the end of the current fiscal year.
Samsung Electronics to Introduce Stablecoin Support in Samsung Wallet
Samsung Electronics announced at the Galaxy Unpacked 2026 event that Samsung Wallet plans to introduce support for stablecoins, integrating payments, rewards, and digital assets into a unified service. Samsung stated this would be among the first major phone brands to natively support stablecoins as a feature. Samsung Wallet has evolved from a payment tool into a digital hub capable of storing keys, IDs, boarding passes, and more. The event also unveiled the Samsung Galaxy Card, the first financial service based on Samsung Wallet, launched in the US in partnership with Barclays and Visa. Samsung claims its Knox security platform protects sensitive information through end-to-end encryption.
Kraken Parent Payward Expands xStocks to Hong Kong, UK, and South Korean Stock Markets
Payward, the parent company of crypto exchange Kraken, is expanding its xStocks platform beyond the US, bringing stocks from Hong Kong, the UK, South Korea, and other markets on-chain.
Industry News
US Republicans to Update Crypto Industry on CLARITY Bill Text Progress
According to crypto journalist Eleanor Terrett, an industry source invited to a conference call revealed that crypto industry stakeholders will hold a call with Republican leadership later this morning local time to receive updates on the latest text progress of the CLARITY Act.
The UK plans to issue its first tokenized sovereign bond by early 2027. A key prerequisite currently is solving the on-chain cash settlement issue, which has limited institutional use of digital bonds for years.
Industry experts suggest the plan may have secured enough support from the UK Treasury, Bank of England, and regulators to proceed following recent political changes, potentially increasing UK debt demand.
Progress is currently constrained by the lack of standardized on-chain payment methods, mature GBP stablecoins, and regulatory clarity.
Report: Crypto Industry Expected to Contribute Over $55 Billion to US Economy in 2026
According to a report by the National Cryptocurrency Association, the crypto industry is projected to contribute over $55 billion to the US economy in 2026 and support over 266,000 direct and related jobs.
Japan Plans to Launch Bitcoin ETFs by 2028, Retail Capital May Be Main Inflow Source
Japan is expected to launch Bitcoin ETFs as early as 2028. With the revised Financial Instruments and Exchange Act classifying crypto assets as financial products under regulation, Japan's Financial Services Agency plans to adjust rules related to investment trusts, allowing funds and ETFs to hold crypto assets as primary investment targets. Multiple asset management firms are considering participation. Institutional investor interest in crypto assets is rising in Japan. A survey by Nomura Holdings and Laser Digital indicates that approximately 79% of institutional investors and family offices plan to invest in crypto assets within the next three years.
Project News
Move Industries Unaffiliated with Movement Labs, Not Involved in Its Bankruptcy Case
Torab, CEO of Move Industries, stated on X that Move Industries is a developer team within the Movement ecosystem and has no association with Movement Labs, which has filed for bankruptcy. Therefore, Move Industries is not involved in the bankruptcy case. Torab stated that Movement is now a global fintech company with a live, licensed stablecoin payment corridor, aiming to bridge the gap between current and ideal fund transfer methods. He revealed he just returned from a trip to East Africa where discussions with the Central Bank of Ethiopia regarding stablecoin adoption took place. Previously, Movement Labs filed for bankruptcy, with a $1.6 million claim from its ousted founder being the largest debt.
Kalshi Launches Midterms Hub, Displaying Real-Time Odds for US Congressional Races
Prediction market platform Kalshi has launched the Midterms Hub to display real-time market odds for various US Senate and House districts. The page integrates live trading prices, polling averages, FEC fundraising data, and curated news. Kalshi is also seeking regulatory approval to expand perpetual futures trading beyond cryptocurrencies and is pursuing new funding at a valuation of approximately $40 billion.
Tesla Q2 Revenue $28.24 Billion, Up 26% YoY
Tesla Q2 revenue was $28.24 billion, up 26% year-over-year; estimate was $26.32 billion. Q2 adjusted EPS was $0.33, estimate $0.51; Q2 EPS was $0.32, compared to $0.33 last year. Q2 free cash flow was negative $1.09 billion, estimate negative $3.64 billion. Q2 automotive revenue was $20.52 billion, estimate $18.68 billion.
Alphabet Q2 Revenue $119.8 Billion, Up 24% YoY
Alphabet Q2 revenue was $119.8 billion, up 24% year-over-year; estimate was $117.02 billion. Q2 operating income was $40.77 billion, estimate $40.55 billion. Q2 capital expenditure was $44.92 billion, estimate $44.15 billion. Q2 Google Cloud revenue was $24.77 billion, estimate $22.46 billion. Q2 Google Services revenue was $94.54 billion, estimate $94.32 billion.
Fundraising
AMD to Invest $5 Billion in Anthropic, Reaching AI Chip Cooperation Agreement
AMD has reached an agreement with Anthropic. AMD will invest up to $5 billion in Anthropic and sign a cooperation deal for hundreds of billions of dollars in AI server procurement.
Under the agreement, starting from the first half of 2027, Anthropic can purchase up to 2 gigawatts of total computing power using AMD's next-generation Instinct MI450 chips. AMD stated that the investment will be tied to the agreed-upon computing power deployment targets.
People & Voices
Grayscale Research Head: Bitcoin Price May Have Bottomed if Fed Halts Rate Hikes
Zach Pandl, Head of Research at Grayscale, stated that the market currently holds two main views on when the Bitcoin bear market will end: one follows the "four-year cycle," and the other views Bitcoin as a mature asset driven by macro factors. The "four-year cycle" view posits that the halving event remains the core driver of Bitcoin's price cycle. Historically, Bitcoin typically bottoms about a year after the cycle peak and about 2.5 years after the halving, with an average cumulative drawdown of around 80%. Following this pattern, Bitcoin could still decline further and form a bottom in September or October. The other view suggests that Bitcoin's price will increasingly be influenced by economic growth, real interest rates, and Fed policy changes, similar to other major assets. Past Bitcoin bear markets have often accompanied slowing economic growth or rising real interest rates. The current decline also occurred against a backdrop of rising rate hike expectations and rising real interest rates. Pandl stated he leans towards the macro-driven view. If the Fed halts rate hikes and economic growth remains stable, the Bitcoin price may have already bottomed.
Actor Huang Xiaoming Invests in ChangXin for 100x Returns? Blogger Fact-Checks, Denies Rumor: False!
Recently, news regarding "Huang Xiaoming's investment in ChangXin Technology" sparked widespread discussion. Online rumors suggested Xiaoming garnered returns of approximately tens of billions of RMB from this investment.
Based on available information, the "Huang Xiaoming" holding shares in ChangXin Technology is not the same person as the actor Huang Xiaoming.
According to Sanyan community news, Weibo blogger @万能的大熊 sought confirmation from actor Huang Xiaoming himself, who explicitly stated it was not his investment. Furthermore, the actual Huang Xiaoming holding ChangXin shares is likely a senior executive at Midea Group, holding an indirect stake of approximately 3.17% through Zhaoyin Yunting (holding 1.58%), the ninth-largest shareholder of ChangXin Technology. Upon ChangXin's listing, the value of these shares is approximately 1 billion RMB.
Investor Opinion: If CLARITY Passes, Lighter as a US Company Will Be the Biggest Beneficiary
Eric Conner, former Ethereum core developer and angel investor, stated on X that if the CLARITY Act is ultimately passed, Lighter could become the biggest winner. Most other projects are built overseas, whereas Lighter chose to be registered in the US, is currently applying for a CFTC (Commodity Futures Trading Commission) license, and its founder has even joined the CFTC's advisory committee. This bill is almost a direct unlock for their entire strategic logic.
