Auto-synced blockchain, market and macro-finance updates
On 21 July, Onchain Lens monitored that Circe had once again cast 250 million new USDCs in Solana. To date, the cumulative number of USDCs found by Circle in the Solana network in 2026 has reached 71.1 billion。
View DetailsOn 21 July, the United States Department of State: “Global Security Alert” was issued to United States citizens in response to increased tension in the Middle East. Kim Xian
View DetailsOn 21 July, Korean President Lee Yingming: It was unusual to see the United States dollar close to 1500-1600. Critics have pointed out that leverage products have increased stock volatility. Market participants felt that there were significant policy issues with regard to the leverage products and that additional measures were needed。
View DetailsOn 21 July, Citi released a report that the Mag 7 concept had lapsed and promoted the “cluster” analytical framework. According to Citi, “Mag 7” (the seven giants of technology in the United States) is no longer an effective construction for assessing the growth dynamics of large capitalization. As the development of the AI infrastructure progressed, more equities, including access, U.S.U. and AMD, became key drivers of exponential gains and profitable growth. Cititime advocates a framework that divides the P 500 index into “Growth”, “Cyclicals” and “Defensives” clusters to capture more fully the impact of the AI wave. Growing-up clusters dominate the 500 standard of performance and profitability. Growing-up clusters now account for 55 per cent of the market value of the Standard 500 index, contributing nearly 48 per cent of the profits. Analysts expect the cluster to grow 42 per cent per share (EPS) in 2026, which is the main driving force behind the overall EPS growth of 24 per cent of the 500 index. Despite a one-quarter retreat, the growth cluster (YTD) has been at the forefront of performance since the beginning of the year. The valuation, supported by a robust profit correction, is not relatively expensive. Although the absolute valuation of growth clusters is higher than that of cyclical and defensive clusters, their valuation has not been overstretched relative to their own history over the past 30 years. Its forward earnings (NTM P/E) are at 66th percentile in history, and have benefited from the ongoing profit correction dynamic of the “betat-and-raise” increase. Consensus expectations indicate that growth-oriented clusters have increased their estimates by 30 per cent in 2026 over the past year. Index volatility will continue to be high and traditional valuations will require more caution. The increase in the weight of growth clusters in the index (from less than 20 per cent 30 years ago to 54 per cent today) has changed the market structure. This means that the Standard 500 index no longer directly reflects the wider United States economy, as one would assume. As growth units usually have higher Beta values, the volatility of the index is expected to remain above historical levels. In addition, long-term historical index valuations are less relevant owing to structural changes。
View DetailsIn a report, Thomas Mathews, a macro strategist, stated that gold was still valuable as a tool for crashing stock markets. The recent performance of gold is more like a “risk” asset than a “safe” asset, as its recent price volatility is comparable to the benchmark index of 500. At a time of conflict in the Middle East, the poor performance of gold appears to have weakened its inflationary skirmishes. However, the link between gold and the real bond rate of return remains sound and any decrease in the real rate of return is expected to boost gold. If the US economy is hit and the Fed is pushed down the policy rate sharply, the positive correlation between gold and the stock market in the near future will not continue。
View DetailsOn 21 July, the Brent crude oil short-line went down by nearly US$ 0.5, missing US$ 87 per barrel and fell by 0.58 per cent in the day. Kim Xian
View DetailsAccording to Bloomberg, Moody ' s statement that Indonesia faces the risk of policy uncertainty and fiscal sustainability reinforces its cautious outlook and warns of the likely continuation of downside risks。
View DetailsTHE HONG KONG STOCK EXCHANGE HAS INCREASED BY 0.03 PER CENT, AND THE HENNING TECHNOLOGY INDEX BY 0.07 PER CENT. THE INCREASE IN CHIPS, PCB AND STAR NETWORK SHARES WAS PRECEDED BY A LOW LEVEL OF OIL. AN INCREASE OF 4.44 PER CENT IN THE OPENING OF THE BRAIN SPECTRUM (02513.HK)。
View DetailsTechorpoint is expected to launch a stabilization currency HKDAP by the end of this month and to be distributed by the OSL group led by the Bank of Slagt and the HashKey Exchange platform。
View DetailsOn 21 July, Mr. Ark Invest bought 170,634 SpaceX on Monday under the Catsie Wood flag, amounting to approximately $20.5 million. At the same time, 41,322 units of Robinwood were sold for approximately $4.1 million。
View DetailsIRGC: U.S. military radar and air defence systems in Muharraq, Bahrain, have been targeted。
View DetailsHugging Face ' s invasion was considered to be very representative, and the attack on both sides changed dramatically. The attacker was an autonomous AI agent driven throughout, while the evidencer relied mainly on his own AI to detect and profile the incident。
View DetailsThe President of the United States, Trump, has agreed to the ethical provisions of the Clarity Act to remove the last major obstacle to advancing the Senate vote on the encrypted market structure bill. This provision intends to restrict the use of digital assets by the President, Vice-President, Members of Parliament and other federal officials during their tenure. The text of the bill is expected to be published in the coming days, and the Senate will be sent back to the Chamber of Deputies for consideration and subsequent submission to the President for signature no later than the first week of August。
View DetailsThe Iranian Revolutionary Guard stated that an hour earlier, two tankers had attempted to pass through a dangerous channel south of the Strait of Hormuz, misled by United States forces, resulting in an explosion that caused a fire and was forced to cease. The rescue forces are currently evacuating the crews of those vessels from the area。
View DetailsOn 21 July, an industry source revealed that President Donald Trump had agreed to include a moral clause in a broader encrypted currency bill. According to another source, the text of the bill could be published at the earliest on the night of the week, but it was likely to be postponed until later, adding that the longer the waiting period, the more likely it would be for the two-party support。
View DetailsOn 21 July, according to Fox News, senior United States officials indicated that United States President Trump was expected to decide in the coming days whether to expand military operations against Iran and resume full-scale operations. The officials stressed that no final decision had yet been taken. Officials stated that if Trump ordered the resumption of full-scale military operations, their scale and intensity would be “longer” than the nine-night United States air strike that had begun on 7 July and continued; the previous air strikes had been directed primarily at Iranian military assets associated with operations around the Strait of Hormuz. An official also confirmed that the United States forces had largely avoided targeting targets near Tehran or Iranian nuclear facilities. “If full-scale war operations were resumed, the situation could change”, said the official. Kim Xian
View DetailsOn 21 July, Grayscale submitted to the United States Securities and Exchange Commission a registration declaration for Grayscale Worldcoin ETF, which was to be launched with the first ETF only linked to Worldcoin (WLD). The Fund will hold directly the original WLD of WorldNetwork and track its value, net of Fund costs and other liabilities, through passive investments. If approved, the ETF will trade in NASDAQ based on NASDAQ. Melon Bank, New York, is proposed to act as the transfer agent and the encrypted hosting agency BitGo Bank&Trust is proposed to act as the custodian of assets. The current market value of WLD is approximately $1.3 billion, ranking 57th among encrypted assets. Worldcoin was renamed World, created jointly by OpenAI CEO Sam Altman, for the purpose of biometric identification, encrypted assets and block chain identification. This application is the latest in a greyscale expansion of encrypted investment products. It had previously introduced bitcoin and ETF and applied for funds linked to the assets of dogs, Solana and Chainlink。
View DetailsOn 21 July, Solv Protocol pushed that its BTC+ contract on BNB Chain was attacked on 13 July. After investigation, the attackers stole the deploymenter ' s private key and subsequently upgraded the BTC+ foundter contract on the BSC and forged the unauthorized BTC+ token. The team completes its emergency response within three hours and isolates malicious contracts, freezes, destroys or isolates all unauthorized BTC+ and secures all bottom assets. As a precautionary measure, the requisition and foreclosure of BTC+ has been suspended and is expected to resume within two weeks. The team has now upgraded the security measures for those deployed, rotates all affected access vouchers and signing keys and initiates a full external re-audit, followed by a detailed after-action analysis。
View DetailsAccording to the Wall Street Journal, Belet is leading at least $12 billion in debt financing to support its large data centre project with Meta Platforms in El Paso, Texas. Beled and its infrastructure and private sector credit operations hold 80 per cent of the project and Meta Platforms 20 per cent. The park is expected to have approximately 1 GW of computing capacity. Morgan Chase and Morgan Stanley are responsible for the sale of debt. Belet had spent $40 billion on the acquisition of Aliigned Data Centers, and Meta had recently agreed to rent a data centre in the construction of the Aligned Data Center in Hipingport, Pennsylvania。
View DetailsGrayscale has submitted to the United States Securities and Exchange Commission an application for registration of Grayscale Worldcoin ETF, which is to be launched as the first ETF only linked to Worldcoin (WLD). The fund will hold the original WLD WLD directly and track its value by passive investment. If approved, the ETF will be traded in NASDAQ. Melon Bank, New York, is proposed to act as the transfer agent and BitGo Bank & Trust is proposed to act as the custodian of assets. The current market value of WLD is approximately $1.3 billion. Worldcoin was renamed World, co-founded by OpenAI Chief Executive Officer Altmann。
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