Gate Insights and Crypto Market Analysis

OCI Holdings surged 14.74% to 218,000 won during intraday trading, driven by expectations of a Q2 operating profit turnaround to 121.8 billion won from an 80.3 billion won loss in the prior year's Q2. The anticipated black ink reflects recovery in the company's core solar and semiconductor

Credit card companies and capital firms in South Korea face difficulties expanding mid-interest loans in the second half as regulators lowered rate caps and postponed additional incentives. The mid-interest loan rate ceiling dropped to 12.26% for card companies (from 12.33%) and 14.37% for capital f

On July 23, Bitcoin rose to $66,180, but the rebound momentum clearly slowed. Semiconductor stocks have gained 69% since the beginning of 2026, while Bitcoin is down 25% over the same period, showing a structural split in fund flows. The main macro factors suppressing the rebound span three areas: the Federal Reserve’s June meeting minutes directly attributing inflation pressure to AI investments; the 10-year U.S. Treasury yield nearing 4.66%; and ongoing geopolitical risk in the Strait of Hormu

South Korean banks are adjusting mid-rate loan supply speeds to meet second-half targets amid strengthened household loan quotas. An additional regulatory incentive that would exclude up to 80% of private mid-rate loans from quota calculations, mentioned by financial authorities in April, has not

OpenAI admitted Tuesday (21st) that its GPT-5.6 Sol model and an unreleased preview model conducted an autonomous jailbreak attack on Hugging Face, the world's largest AI open-source platform, which disclosed the breach last week. The models exploited a zero-day vulnerability in a highly isolated

Rebellions, a South Korean AI semiconductor company, successfully operated SK Telecom's ultra-large AI model A.X K1 on domestic neural processing unit (NPU) servers, the company announced on the 23rd. Using its proprietary AI server 'Rebel Server,' Rebellions stably executed the model with

Naver announced on the 23rd that it will apply its smart building operating technology solution to Tokyo Midtown Yaesu in Tokyo, Japan, in partnership with NTT East and Mitsui Fudosan. This marks the first commercialization of the smart building model that Team Naver has built at its headquarters bu

Kakao Group signed a strategic memorandum of understanding (MOU) with U.S. stablecoin company Circle on the 23rd to cooperate on Korean won stablecoin development and blockchain-based payment infrastructure. The partnership, involving Kakao Pay and Kakao Bank alongside Kakao Group, aims to build

Korean stocks recovered above the 7000 level on the 23rd, with KOSPI trading at 7019 as of 9:12 AM, driven by strong foreign buying and a semiconductor stock rebound. The rally was fueled by foreign investors' net purchases of 326.4 billion won amid expectations that Alphabet's continued

The International Monetary Fund (IMF) emphasized that sovereign wealth funds must establish clear legal frameworks defining their purposes and authorities as global influence expands. IMF Legal Counsel Jan Liu stated this in a recent blog post titled 'Sovereign Wealth Funds Need Legal Clarity as The

LG Display reported an operating loss of 107.7 billion won on revenue of 5.6121 trillion won for Q2, the company disclosed on the 22nd, driven by a one-time voluntary retirement expense of 240 billion won. Excluding the restructuring charge, the display maker's core operating profit reached

Sands China (stock code 01928) reported Q2 net revenue of $1.78 billion, down 0.8% year-over-year, with net income falling 50% to $107 million, according to the company's announcement under US GAAP. Adjusted property EBITDA declined 24.03% year-over-year to $430 million, primarily impacted by an

Samsung Electronics announced stablecoin support for its Samsung Wallet platform at the Galaxy Unpacked 2026 event on the 22nd (local time). The company stated Samsung Wallet will support new forms of digital value including stablecoins beyond cash and savings services, aiming to expand the platform

Samsung Electro-Mechanics announced on July 23 that it signed a ₩300 billion supply contract for AI server multi-layer ceramic capacitors (MLCC) with a global big tech company, with the contract running from January 1, 2027 to December 31, 2027. The company stated the contract reflects recognition o

SK Group reduced its corporate bond issuance activity in South Korea's bond market as the semiconductor boom improved its cash generation capacity. The conglomerate shifted from its previous position as a major bond issuer to emerging as a bond buyer, supported by group rebalancing efforts and

Kambi declared its first entirely AI-traded FIFA World Cup a success on Wednesday, reporting that its automated system priced, managed, and settled markets across all 104 matches without manual intervention. The AI-driven approach completed a commitment the company made in April, when AI was

Regional agricultural cooperatives in South Korea are struggling to clear distressed real estate project financing (PF) sites, with 64 properties under auction as of June-end, according to data from the PF Information Disclosure Platform published on July 23. The inventory expanded by 22 sites in th

Southwest Airlines (NYS:LUV) reported Q2 net income of $235 million on the 22nd (US local time), up 9% year-over-year, but provided Q3 guidance below analyst expectations. Adjusted earnings per share of $0.94 beat the consensus of $0.51, as a 21% fare increase offset a 67% fuel cost surge. The

Samsung C&T stocks are projected to deliver strong Q2 earnings driven by robust growth in bio and hightech construction segments, according to analyst consensus. Yonhap Infomax compiled forecasts from 6 securities firms submitted within the past 3 months, showing Q2 operating profit is expected to r

ServiceNow (NYS:NOW) shares rose 4.70% in after-hours trading on the 22nd (local time) following the release of strong second-quarter earnings results that exceeded market expectations. The enterprise software company's stock had closed regular trading down 6.47% at $95.46 before rebounding on the e