Gate Insights and Crypto Market Analysis

Gate Insights features in-depth crypto analysis, market trends, and long-form articles to help you understand key movements across the crypto industry.

SBI and Ondo Finance announce a partnership to advance the tokenization of Japanese stocks, introducing JPYSC settlement.

SBI Holdings announced on July 16 that it has reached a strategic partnership with U.S. RWA tokenization platform Ondo Finance. The plan is to tokenize assets such as Japanese stocks and bring them to Ondo’s on-chain platform, while also distributing Ondo’s tokenized products within the SBI ecosystem. Both sides also plan to use the trust-based Japanese yen stablecoin JPYSC as an on-chain settlement and collateral instrument. SBI and Ondo Finance Partnership Announcement SBI Holdings announced o
ONDO-0.02%
RWA-1.16%
SONY-3.00%
SOL1.08%
MarketWhisper·07-17 04:01
SBI與Ondo Finance宣布合作推進日本股票代幣化

Zhipu’s ARR growth outpaces Anthropic; China model downloads account for 41%, surpassing the U.S. for the first time

According to 36Kr on July 17, based on multiple independent sources, as of July, Zhipu (02513.HK)’s annual recurring revenue (ARR) has reached $1 billion. Zhipu increased from $100 million to $1 billion in 5 months, faster than Anthropic. Citing the platform’s latest data, Hugging Face said that China’s open-source models account for 41% of monthly and total download shares, surpassing the United States for the first time. Zhipu’s ARR hits $1 billion in five months from $100 million Based on dat
TENCENT-0.61%
GLM2.50%
MarketWhisper·07-17 03:53
智譜ARR增速跑贏Anthropic

Energy IPO raised $12.6 billion in six months; AI power shortages are driving hot money into power stocks

Power-related stocks sparked the hottest IPO frenzy of the century in the first half of 2026. According to Dealogic statistics, global energy-sector listings raised $12.6 billion in the first half of this year, setting the highest half-year record since the 1999 dot-com bubble peak. The core driving force is electricity-supply anxiety for AI data centers. H1 2026 Energy Sector IPO Size: Dealogic Tracks $12.6 Billion According to data firm Dealogic, in the first half of 2026, global energy-sector
NVDA2.91%
MarketWhisper·07-17 03:44
能源IPO半年募資126億美元

OpenAI starts selling merchandise: the ChatGPT basketball for $70 is out of stock

OpenAI’s official merch store, OpenAI Supply Co., has stocked a $70 rubber basketball and a $175 half-zip top. According to the description on OpenAI’s product page, the basketball comes from the “Pause. Play. Prompt.” marketing campaign, positioned as a physical reminder that creativity doesn’t only live on screens. The $70 basketball printed with the ChatGPT name currently shows “out of stock”. OpenAI Supply Co. Merchandise Overview According to the information on OpenAI Supply Co.’s official
MarketWhisper·07-17 03:37
ChatGPT籃球70美元已缺貨

DeepMind proposes creating an international AI regulatory body, requiring a 30-day review before a model is released

Google DeepMind CEO Demis Hassabis published a framework manifesto on his personal Substack in July, arguing for the creation of an international regulatory body independent of governments and corporations, modeled after the U.S. Financial Industry Regulatory Authority (FINRA) framework. It calls for all AI models that meet the frontier threshold to undergo mandatory review for up to 30 days before release. The core design of Hassabis’ manifesto Hassabis chose FINRA as the reference framework: a
MarketWhisper·07-17 03:32
DeepMind提議成立國際AI監理機構

Microsoft stock rises against the trend, up 1.8%; annualized AI revenue exceeds $37 billion

Microsoft (MSFT) shares rose 1.8% to $402.70 on July 16, extending Wednesday’s 2.8% gain. Over two days, the cumulative increase reached 4.6%, adding about $132 billion based on the latest market cap. In Microsoft’s third fiscal quarter, Azure revenue grew 40%, and annualized AI revenue exceeded $37 billion (up 123% year over year). Nasdaq closes weaker as Microsoft climbs against the trend, up 1.8% Microsoft shares rose 1.8% to $402.70 during Thursday afternoon trading. The stock moved higher a
MSFT4.85%
GOOGL4.83%
AMZN4.58%
MarketWhisper·07-17 03:32
微軟股票AI年化收入逾370億美元

Australia eliminates the 50% capital gains tax discount for stocks and cryptocurrencies, effective July 2027

According to Forbes on July 17, Australia has passed the 2026 Treasury Laws Amendment (Tax Reform No. 1), which will eliminate the 50% capital gains tax (CGT) discount for assets held longer than 12 months, starting July 1, 2027. This applies to all asset classes, including stocks, real estate, and cryptocurrencies, representing Australia’s most significant capital gains tax reform in the past 25 years. Australia to eliminate the 50% capital gains tax discount from July 2027 Under the 2026 Treas
MarketWhisper·07-17 03:27
澳洲取消股票與加密貨幣50%資本利得稅折扣

Netflix Stocks Fall 8% After Q3 Guidance Misses Analyst Expectations

Netflix (NFLX) stock tumbled overnight Thursday as the company's fiscal third-quarter guidance fell short of analyst expectations, with projected earnings of $0.82 per share and revenue of $12.86 billion missing estimates of $0.84 per share and $13 billion. During the fiscal second-quarter earnings
NFLX2.26%
LucasBennett·07-17 03:26
Netflix Stocks Fall 8% After Q3 Guidance Misses Analyst Expectations

Trump delivers a prime-time national address, announcing the declassification of election security materials

U.S. President Donald Trump delivered an approximately 25-minute prime-time national television address from the East Room of the White House on July 16. This kind of nationwide prime-time speech is usually reserved for major crises, national security events, or important policy announcements, making it a relatively rare format. Trump said he released some recently declassified intelligence materials involving vulnerabilities in voting system security, risks in election procedures, and certain i
MarketWhisper·07-17 03:24
川普公布解密選舉安全材料

Kimi K3 tops Arena.ai’s front-end code leaderboard, beating Claude Fable 5 in a real-person blind test

The Kimi K3 of Moonshot AI (Moonshot AI) was crowned champion of the “Frontend Code Arena” by Arena.ai on July 16, with an Elo score of 1,679, surpassing Anthropic’s Claude Fable 5 and OpenAI’s GPT-5.6 Sol. Arena.ai’s Frontend Code Arena Scoring Mechanism (Source: Arena.ai) Arena.ai’s “Frontend Code Arena” ranking logic differs from typical AI benchmark leaderboards: the evaluation has no fixed question bank, and it does not use machine-based automatic scoring. The scoring process is as follows:
MarketWhisper·07-17 03:20
Kimi K3登上Arena.ai前端程式碼榜冠軍

Tether Invests $20M in Argentine Neobank Ualá's $197M Round

Tether invested $20 million in Ualá, an Argentine neobank, as part of a $197 million funding round led by Allianz X. The round was announced in March, with Tether's involvement disclosed recently. Ualá operates in Argentina, Mexico, and Colombia, serving over 11 million users. The capital will
EthanBrooks·07-17 03:17
Tether Invests $20M in Argentine Neobank Ualá's $197M Round

Kioxia stock halves in a month, down 52%; market cap over $1.85 billion wiped out

Kioxia (Kaischi) shares fell sharply 13.09% at the open on July 17, and were last at 53,980 yen. That is down more than 52% from the all-time high of 108,600 yen set in mid-June. The company’s market value has evaporated by at least $185 billion, slipping from Japan’s No. 1 to No. 4 by market cap. In mid-June, Kioxia shares jumped past Toyota Motor to become Japan’s highest market-cap company. Kioxia shares slide from their peak to 53,980 yen Kioxia is a major Japanese NAND flash memory manufact
MSCI0.37%
MUFG0.22%
SKHY-0.74%
TSM0.45%
MarketWhisper·07-17 03:15
Kioxia市值蒸發逾1850億美元

Xiaomi’s stock has fallen 57% from its peak, and its handset gross margin has dropped to 10.1%.

Xiaomi (01810-HK) shares have fallen more than 57% since their June 2025 peak, with market value evaporating by nearly a trillion Hong Kong dollars. In Q1 2026, Xiaomi’s global smartphone shipments fell 19.2% year over year; the decline was 35% in the China market, pushing it out of the top five handset makers. Its smartphone gross margin shrank to 10.1% as memory chip costs rose 80% to 100%, hitting a two-year low. Xiaomi’s Auto Strategy Shift: From Pure EV to Range-Extended SUVs Xiaomi’s produ
XIAOMI-W-0.92%
LI-3.77%
AAPL-1.86%
MarketWhisper·07-17 03:10
小米全球智慧型手機出貨量下滑