Gate Insights and Crypto Market Analysis

Coinbase missed earnings expectations for the third consecutive quarter in the three months ending June 30, prompting Wall Street analysts to lower price targets this week while maintaining buy ratings on Coinbase stocks. The cryptocurrency exchange reported a loss of $359.5 million, or $1.36 per

US hedge fund Situational Awareness liquidated its portfolio this week after a semiconductor stock crash triggered margin calls, sparking one of the largest single-day surges in momentum stocks since December 2000, Wolf Research reported on January 31 (local time). The fund, which used leverage up t

Deribit derivatives exchange will see approximately $9.7 billion worth of cryptocurrency options expire on July 31, the last Friday of both the week and the month. The expiration includes $9.69 billion in Bitcoin options and $830 million in Ethereum options, occurring as Bitcoin trades around the $6

Fred Hickey, founder of The High-Tech Strategist investment newsletter, said the months-long correction in gold prices may be forming an important bottom as investors grow skeptical of what he calls the biggest technology bubble in history. In an interview with Kitco News, Hickey explained that

South Korea announced on the 31st (local time) that it will begin importing Argentine crude oil starting next year and finalized a double taxation prevention treaty with Argentina, following President Lee Jae-myung's state visit to Buenos Aires. Wi Sung-rak, Director of the National Security

Reddit Inc. (RDDT) secured a procedural victory in its legal battle against AI data harvesting after a federal judge denied motions to dismiss key claims against Perplexity AI and SerpApi. The court ruling allows Reddit to advance claims under Section 1201 of the Digital Millennium Copyright Act

Peter Schiff criticized Strategy Inc.'s STRC preferred stock policy on July 31 following the company's second-quarter earnings release, arguing the policy prioritizes preferred shareholders over common stockholders. Schiff's comments came as MSTR shares fell 7% and Strategy reaffirmed its

Strategy Inc. Executive Chairman Michael Saylor announced Thursday on the company's earnings call that the firm is shifting away from its historical 100% bitcoin allocation strategy to hold more cash reserves. The change comes as analysts TD Cowen and Benchmark reiterated buy ratings on Strategy

Apple Inc. (AAPL) shares fell nearly 10% during Friday afternoon trading after the company issued weaker-than-expected fourth-quarter revenue guidance. The decline left Wall Street analysts divided, with several firms adjusting price targets in response to supply constraints and margin pressures. St

The Japanese yen experienced significant volatility for a second consecutive day on the 31st, with the dollar-yen exchange rate trading at 159.434 yen as of 10:47 AM ET, up 0.087 yen (0.055%) from the previous session, according to Yonhap Infomax. The currency pair recorded an intraday range

Dili, an AI-powered compliance platform for energy, infrastructure, construction, and manufacturing industries, today announced $21.7 million in total funding, including a $15 million Series A round led by Khosla Ventures. The funding round included participation from Y Combinator's Garry Tan,

The FTX Recovery Trust released $900 million to creditors on Friday in its fifth distribution round since the exchange's 2022 bankruptcy filing. Former FTX user Sunil Kavuri confirmed receipt of funds through Kraken after receiving notice last week that the trust had transferred the payment. The dis

CryptoQuant analyst Axel Adler Jr. released an analysis showing Bitcoin's investor composition has shifted significantly in recent months. According to data shared by the analyst, the share of short-term investors in realized market capitalization has fallen to 23.5%, reaching its lowest level in re

Microsoft investors face an August 11 deadline to take control of a fraud lawsuit alleging the company concealed problems with Copilot, its primary artificial intelligence product. The lawsuit covers anyone who purchased Microsoft stocks between May 1, 2025 and January 28, 2026, claiming the company

The Bank for International Settlements confirmed on 30 July 2026 that Project Agorá completed real-value testing of tokenized cross-border payments, with JPMorgan, Citi, UBS and 25 other private sector institutions joining five central banks to settle roughly CHF 800,000 in live transactions using t

Elon Musk told The Economist in late July at his Texas Gigafactory that money won't matter by 2036, a prediction that challenges Bitcoin's core investment thesis. Musk's reasoning centers on AI and robots producing more goods and services than anyone could consume, making currency obsolete. He predi

Intercontinental Exchange has agreed to acquire MarketAxess in a cash transaction valued at approximately $5.7 billion. ICE will pay $167 for each outstanding MarketAxess share, giving the transaction an equity value of about $6 billion. The offer represents a 33% premium to MarketAxess's closing pr

The University of Michigan Consumer Sentiment Index for July reached 55.2 in its final reading, marking an 11.5% increase from June's 49.5 and exceeding the market forecast of 54.0. The improvement reflected broad-based gains across income, education, asset, age, and political affiliation groups, ac

Bitcoin whales accumulated 40,100 BTC worth approximately $2.6 billion between July 23 and month-end, according to Santiment data. Wallets holding 1,000 to 10,000 BTC increased their supply share from 21.11% on July 23 to 21.25% by the close of July, while the larger 10,000 to 100,000 BTC cohort