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Today · 2026-07-31 · Fri

Binance added ACX, LSK, STX to the watch label, stating that it was highly volatile and risky

On 24 July, the Binance official announcement stated that Across Protocol (ACX), Lisk (LSK) and Stacks (STX) would be added to the " Surveillance Label " list as of 24 July 2026. Binance indicated that the monitoring labeled tokens were more volatile and risky than other online assets and that the Platform would follow the relevant projects closely and review them on a regular basis. There is a risk that such tokens will no longer meet Binance's currency entry criteria and may be shelfed in the future. According to Binance, the level of input by the project team, the quality of development activities, the volume and liquidity of transactions, network security, the stability of smart contracts, information disclosure, changes in the currency economy model and the existence of misconduct will be included in the follow-up assessment. Binance stated that the ACX, LSK and STX related services would not be affected for the time being and that the control tags would be updated after the announcement。

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REPORT: Q2 ENCRYPTED EXCHANGE SHARE OF TOTAL TRANSACTIONS DECREASED BY 8 PER CENT TO 35.34 PER CENT

On 24 July, according to a recent report released by TokenInsight, in the second quarter of 2026, the total trade volume of the encryption exchange fell by 8 per cent to $16.5 trillion in the ring, but the structure improved — from $3.3 trillion to $4.5 trillion in spot transactions, from $14.6 trillion to $12.0 trillion in derivatives and from 82 per cent to 73 per cent. In terms of market share as a whole, coins rose from 32.77 per cent to 35.34 per cent, with the largest quarterly increase recorded. The spot market is headed by 32.26 per cent, followed by Bybit (9.19 per cent), Gate (8.01 per cent) and OKX (7.08 per cent); the derivatives market has 36.48 per cent, with a combined control of over 70 per cent with OkX (16.42 per cent), Bybit (10.05 per cent) and MEXC (9.51 per cent). Traditional financial contracts became the fastest-growing sub-market for Q2, with monthly transactions increasing from $52 billion in January to $268 billion in June. The currency is run by approximately 60 per cent ($380 billion in quarterly transactions) and Bitget and OKX are ranked second and third at about $70 billion, respectively. The market pattern of long-term contracts for equities has changed significantly, with the currency share rising to 63.0 per cent (+21.5 percentage points) and the OKX to second place (+10.8 percentage points)。

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Key to the Macro: the Central Bank of Japan or more pessimistic about Japanese economic activities

On 24 July, Marcel Thieliant, head of the Macro-Asia-Pacific region, said that the Central Bank of Japan might be more pessimistic about Japan’s economic activities, while maintaining interest rates at next week’s meeting. Thieliant noted that, although the Central Bank of Japan had considered that the downside risk of economic activity had diminished in June, “we believe that the subsequent further increase in crude oil prices has undermined the Bank's optimism”. Thieliant added that, at the same time, the Central Bank of Japan “will certainly insist on its view that its inflation risk is upwards”. It is expected that the Bank of Japan will increase the policy rate to 1.25 per cent in October. Kim Xian

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Most of the whales, Jasonleo, have temporarily increased to 2,933.63 BTCs, with a current surplus of $209,000

On 24 July, according to chain analyst @ai 9684xtpa monitoring, the number was temporarily increased to $2,933.63/BTC, with an entry point of $64,940.14, or a total warehouse value of $190 million, with a floating surplus of $209,000. Jasonleo also explained the reasons for the back-to-back when it was flat, which is why the medium-to-long-term view of the `more BTC' remained the same, referring to $60,000 as an important division of the cattle market and as a cost-supporting area for the current round。

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The BTC Treasury company Kullr Technology again reduced its stock of 145.8 BTCs, leaving only 100 of them

On 24 July, according to the chain analyst's after-effect monitoring, the BTC Treasury company, KUFPEC Technology, transferred 145.8 BTC ($9.45 million) to Coimbace Prime five hours earlier. After more than three months of decomposition, only 100 (US$ 6.47 million) of the 1,021 BTCs (US$ 101 million) remain in stock. The BTC reserve had an average value of $98923 and a reduction of $7,4368, resulting in a loss of $22.62 million. It appears to have abandoned the Bitcoin Treasury strategy。

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Hyperliquid RWA transactions exceeded encrypted assets for the first time last week, representing 54 per cent

On 24 July, according to a letter from Lorenzo Valente, the research director of ARK Invest, Blockworks data indicates that the real-world asset (RWA) transaction based on the HIP-3 agreement is growing rapidly. Last week, for the first time ever, the Hyperliquid platform ' s RWA transactions exceeded the encrypted asset transactions, accounting for 54 per cent of the total Platform transactions. Of these, single-stock trading has become the fastest growing category, and since June, the volume of stock trading has exceeded index and bulk commodities, currently accounting for about 61 per cent of the total volume of Hyperliquid RWA transactions, indicating that the financial markets along the chain are expanding from purely encrypted to traditional assets. The data show that last week the total value of DEX’s contract renewal was approximately US$ 79 billion, of which Hyperliquid contributed about US$ 50 billion, and HIP-3 RWA’s trade amounted to US$ 26 billion, or even more than the sum of other DEX contracts. The RWA transaction may not necessarily be fully concentrated in the existing encrypted trading platform in the future, with different asset classes likely to form a stand-alone front, and future trading platform competition priorities or a shift from a competition for the flow of encrypted assets, such as BTC, ETH, SOL, to a chain demand for real assets, such as stocks, commodities, etc。

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AN ENTITY PLEDGED 1.49 MILLION HYPES IN EIGHT WALLETS, APPROXIMATELY $8.82 MILLION

On 24 July, on the basis of Onchain Lens monitoring, a single entity pledged 1.49 million hypes, valued at approximately $88.2 million, through eight wallets. The number of single pledges for these wallets ranged from 1157 000 to 3904 000 hypes. The above-mentioned eight wallets were previously acquired through the Bybit build-up and were taken to the chain about nine months ago and held until the time of the pledge。

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Bitwise: Q2 adoption rates show quantifiable growth in pledge, RWA monetization and payment

On 24 July, Bitwise issued a pledge report on the third quarter of 2026, which showed a quantifiable increase in Q2 adoption rates in three areas: 1. Staking Etheum, with a record high of 40.2 million ETHs, or approximately 33 per cent of the total supply, was driven mainly by the continued inflow of institutions. Within the framework of Hyperliquid 's AQAv2, Coinbase and Circle pledged 500,000 HYPEs, respectively. 2. The use of real world assets (RWA) by institutions is also evident in the field of monetized real assets (RWA). Currencyized stock exchanges on Solana increased 2479 times over the same period, from $13.4 million in June 2025 to $3.322 billion in the same period in 2026. Growth was driven mainly by Backpack Securities online SpaceX and Micron. In addition, the S&P Dow Jones Index has authorized Hyperliquid to provide the S&P 500 transaction on the chain. The FIFA World Cup ticket system has also been officially deployed on the Avalanche exclusive Layer 1 network. 3. Payments also made progress in the area of payments. In the first full quarter of the Tempo network, Deel paid a cumulative remuneration of approximately $30 million to 7,200 contract workers。

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DEX POLYMER ODOS WILL BE OUT OF OPERATION BY THE END OF JULY

ON 24 JULY, ACCORDING TO OFFICIAL SOURCES, THE DEX POLYMER ODOS ANNOUNCED ITS DECISION TO CEASE OPERATIONS AFTER AN EVALUATION, AND ITS APPLICATION UNDER THE FLAG WILL BE IN READ-ONLY MODE ON 27 JULY 2026 AND WILL BE PERMANENTLY CLOSED ON 30 JULY. OFFICIALLY, WHILE USERS CAN STILL REGULARLY EXCHANGE AND PROCESS THE RELEVANT WAREHOUSES, THE PLATFORM HAS CEASED TO REGISTER NEW USERS, CREATE NEW WALLETS AND LIMIT-OF-PRICE ORDERS SINCE 23 JULY. ODOS EMPHASIZES THAT IT FOLLOWS A NON-HOSTING MODEL, THAT USER ASSETS ARE ALWAYS CONTROLLED AND STORED ON THE CHAIN, AND THAT THE PLATFORM DOES NOT HOLD USER FUNDS. FOR USERS WHO CREATE WALLETS VIA SOCIAL ACCOUNT OR POST OFFICE LOGIN, THE ODOS REMINDER SHOULD COMPLETE THE ASSET TRANSFER OR EXPORT THE PRIVATE KEY BY 30 JULY. AFTER THE SERVICE IS CLOSED, USERS CAN STILL VIEW HISTORICAL TRANSACTION RECORDS AND ACCOUNT BALANCES, BUT THE TEAM WILL NO LONGER PROVIDE PRODUCT DEVELOPMENT, TECHNICAL SUPPORT OR MAINTENANCE SERVICES. OFFICIALLY, USERS NEED NOT WORRY ABOUT ASSET SECURITY, BUT SUGGEST MOVING TO ALTERNATIVE SERVICES AS SOON AS POSSIBLE. IN ADDITION, ODOS STATES THAT ODOS TOKENS ARE STILL INDEPENDENT IN THE BLOCK CHAIN, THAT THE COMPANY WILL NOT HOST, OPERATE OR MARKET THEM, AND THAT THE CLOSURE OF THE PLATFORM WILL NOT CHANGE THE MECHANISM FOR RUNNING THE CHAIN. ODOS DAO IS INDEPENDENT OF THE OPERATOR AND THE SUCCESSOR PLAN WILL BE PUBLISHED SEPARATELY BY DAO. AT THE SAME TIME, THE GOVERNMENT WARNS THAT NO NEW PRODUCTS, CURRENCY MIGRATIONS, ACTIVITIES OR AIRDROPS WILL BE INTRODUCED IN THE FUTURE, AND THAT ANY ACT OF INDUCING A USER THROUGH PRIVATE CORRESPONDENCE, FALSE CUSTOMER SERVICE OR "MIGRATION OF A WEBSITE" MAY BE FRAUDULENT, AND THAT USERS MUST NOT DIVULGE ASSISTIVE NOTES OR SIGN SUSPICIOUS TRANSACTIONS。

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Bitwise issued the 2026 Q3 chain pledge report: Q2 chain activity continued to grow, but agreement revenue declined

On 24 July, Bitwise issued a pledge report on the third quarter of 2026, which showed a clear division between market sentiment and basics at the bottom of the public chain in the second quarter of 2026. All the public chains covered in the present report have the same characteristics: the space cost of blocks is down, the level of activity on the chain increases, but the total revenue from the fees declines simultaneously. The central incentive for low incomes is the expansion design of public-chain agreements — a significant increase in the supply of block space and a continuous decline in unit costs; only a few tracks have seen weak demand, not common in industry. The fees continue to go down, but the use of the network continues to rise. Following the lifting of the Gas ceiling, the number of transactions per second (TPS) rose from 15 last year to 26; the total number of non-voting transactions in Solana in the second quarter was nearly 10 billion, higher than in any quarter of 2025; and the volume of Avalanche C chain transactions increased from 58 million to 236 million. In short, the fall in the price of block space is not equivalent to a contraction in market demand。

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TESLA Q2'S OVER-EXPECTED BUT UNDER-OPPOSED CAPITAL EXPENDITURE RAISES TECHNICAL CONCERNS

On 23 July, despite strong car sales performance in the second quarter of Tesla, profits fell short of Wall Street expectations. This is undoubtedly a setback for Tesla, which is accelerating new operations such as layout robots, autopilots and artificial intelligence. After closing on Wednesday, Tesla released the second quarter of its financial performance on the official network, and the company received $28,236 million for the season, up from $25,711 million anticipated in the market, a 26 per cent increase over the same period; and the automotive sector received $20,516 million, a 23 per cent increase over the same period. The analysis concluded that the decline in profits in Tesla was mainly affected by the decline in average car prices. In order to stimulate demand, Tesla introduced a number of car purchase concessions, while the production of the higher-sale Model S and Model X models was discontinued. (FIA)

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