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According to Onchain Lens monitoring, a cryptocurrency whale that had been dormant for nearly two years has recently become active again, borrowing 81,640 WETH from the decentralized lending protocols Morpho and Spark, worth approximately 153.6 million USD, to execute arbitrage trades.However, this large transaction did not yield significant profits. On-chain data shows that the arbitrage operation generated only 1.88 USD in revenue, paid 1.53 USD in fees, resulting in a final net profit of only 0.36 USD.

El Salvador has added a total of 8 bitcoins in the past 7 days and 31 bitcoins in the past 30 days. Currently, its bitcoin holdings amount to 7,745.37 bitcoins, with a total value of 448 million USD.

Tudor Investment Corp, the macro hedge fund founded by Paul Tudor Jones, disclosed in its latest 13F filing with the U.S. Securities and Exchange Commission (SEC) that it held 688,529 shares of the BlackRock iShares Bitcoin Trust (IBIT) as of June 30, 2026, with a position value of $22.9 million.The institution's holdings this quarter increased by 18.9% compared to the 579,083 shares disclosed in the previous quarter. Tudor Investment Corp manages approximately $106 billion in assets, and its spot Bitcoin ETF holdings gain exposure to Bitcoin through the fund structure. Paul Tudor Jones first disclosed Bitcoin exposure in May 2020, when he allocated a low single-digit percentage of assets through Bitcoin futures. In October 2024, he stated that he holds gold and Bitcoin, and does not hold fixed income assets.

According to Bitcoin Magazine, investment advisory firm Edelman Financial Engines disclosed a position of approximately $34 million in a spot Bitcoin ETF, primarily allocated to the BlackRock iShares Bitcoin Trust (IBIT) and Grayscale-related products. Although this position still represents a small percentage of its overall portfolio, it has surpassed its holdings of about $25 million in Amazon. This move aligns with the public stance of the company's founder, Ric Edelman, who has advocated for a Bitcoin ETF since 2019 and established the Digital Assets Council of Financial Professionals to provide cryptocurrency and blockchain education for financial advisors.On the same day, related disclosures showed that Tudor Investment Corporation, led by legendary macro trader Paul Tudor Jones, held 688,529 shares of IBIT as of June 30, valued at approximately $22.9 million, an increase from 579,083 shares in the previous quarter. The report noted that Jones is known for his long-term analysis of inflation cycles, and the scale of this increase has garnered some market attention.

According to Onchain Lens monitoring, a whale that had been silent for nearly two years recently transferred about 1,770 BTC, worth approximately $112 million at current prices. This batch of Bitcoin was valued at about $131.9 million when received from Gemini, estimating that this transfer corresponds to a paper loss of about $19.8 million.Among them, about 114 BTC (approximately $7.23 million) were transferred to Kraken, possibly for sale; the remaining approximately 1,650 BTC (about $104.9 million) were transferred to a new address.

A Bitcoin wallet that has not been used since 2011 transferred approximately 49.97 BTC, worth about 3.2 million dollars at current prices.

According to the Iranian Fars News Agency, informed sources revealed that the northern and southern channels of the Strait of Hormuz will be canceled, and all traffic will subsequently be transferred to the Central Corridor, managed by Iran at the entrance and jointly managed by Iran and Oman at the exit.

Bitcoin Treasuries.NET posted on platform X that Block Inc, led by Jack Dorsey, has increased its holdings by 85 bitcoins, currently holding a total of 9117 bitcoins, ranking 15th in Bitcoin 100.

According to Counterpoint Research analysis, if the proposed import ban on Chinese optical modules by the Federal Communications Commission (FCC) in the United States is implemented, it will primarily impact American cloud providers rather than Chinese suppliers. InnoLight leads the global data center optical module revenue with approximately 27% market share, while Coherent ranks second with about 17%. Chinese manufacturers collectively account for about two-thirds of the global unit supply and approximately 60% of the optical communication module revenue.The analysis points out that Western suppliers like Coherent and Lumentum lack sufficient cleanroom capacity, automated packaging infrastructure, and yield scale in the short term, making it impossible to fill the capacity gap left by Chinese manufacturers within 12-24 months. This could lead to delays in AI cluster deployments by several quarters and increase material costs for cloud providers. At the same time, Chinese module manufacturers rely on high-end 800G/1.6T module revenue from North American hyperscale customers for over 90%, but have achieved partial capacity relocation by establishing factories in Thailand.Counterpoint emphasizes that the optical module supply chain is a highly interdependent system. Chinese manufacturers heavily procure DSP chips from Broadcom and Marvell, as well as lasers and optical chips from Lumentum, Coherent, and Mitsubishi Electric. A forced separation would disrupt the entire ecosystem.

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

According to monitoring by Lookonchain, an Ethereum OG (0x087...2d14) sold 2,250 ETH after being inactive for 3 years, worth 4.15 million dollars.This OG purchased these ETH over 8 years ago at an average price of about 489 dollars.

According to Jinshi reports, Iranian Foreign Ministry spokesman Baghaei stated that Iran is cooperating with Oman to establish a temporary security corridor in the Strait of Hormuz.

According to monitoring by Lookonchain, a certain whale wallet, after being inactive for 7 months, transferred all 16,400 BTC it held to a new wallet 1 hour ago, worth 1.04 billion dollars.

The cryptocurrency card project Tria announced the distribution of over $600,000 in rewards to ambassadors who promoted platform growth during Season One and Season Two, including a $250,000 ambassador bonus pool (distributed based on commission performance grading from Season One, with up to 50% additional rewards) and over $350,000 in card consumption commissions (covering card consumption and membership purchase shares for referred users from January 31 to June 30).The ambassador bonus will be available for claims on July 31, and card consumption commissions will be credited in the coming weeks, with regular distributions on the last Tuesday of each month thereafter. Tria stated that more incentive programs will be opened in Season Three, and the ambassador program continues to recruit.

According to BeInCrypto, El Salvador's two major opposition parties, ARENA and FMLN, have nominated Maytee Iraheta and Rafael Aguirre, respectively, as candidates for the presidential election in February 2027, challenging the re-election campaign of current President Nayib Bukele. Both candidates have not supported Bukele's Bitcoin strategy and have publicly criticized it as a financial failure.Bukele's New Ideas party has nominated him to run, with his approval rating reaching as high as 94% in recent polls, but this support mainly comes from improvements in public safety rather than Bitcoin policy—polls show that only 2.2% of Salvadorans believe Bitcoin is their biggest failure. Bitcoin is no longer mandatory legal tender in the country following the IMF loan agreement in February 2025, with the dollar resuming its status as the only official currency for daily transactions. However, the El Salvador Bitcoin Office continues to buy Bitcoin, acquiring about 1 BTC daily, and as of July 27, its holdings have risen to approximately 7,730 BTC. The IMF has repeatedly warned that the Bitcoin strategy poses financial and governance risks and has not significantly improved financial inclusivity for unbanked residents. The next president will decide whether this accumulation continues.

Regarding the details of the withdrawal announcement released by Bitmart, WOO X ambassador Baki posted on the X platform, "BitMart is restricting user withdrawals for security reasons, and its operation to disable the automatic withdrawal function may result in a large number of users being unable to complete fund withdrawals. The platform has changed the withdrawal process to manual review, requiring users to submit account identity and KYC information verification, login device and IP address and account security status verification, withdrawal address and blockchain transaction risk review, source of funds and transaction history review, Travel Rule compliance and sanctions screening, and other regulatory checks. If necessary, additional documents such as proof of identity, proof of address, proof of source of funds, or proof of ownership of the withdrawal address may also be required."Baki suggested that users with P2P options could withdraw to their bank accounts through that channel; he also emphasized that the crypto market is not decentralized but controlled by a few large groups, exchanges, and funders.

According to News.bitcoin, data released by the Central Bank of El Salvador shows that in the first half of 2026, only 35.4 million dollars in external remittances were channeled into the country through digital currency. This figure accounts for only 0.7% of the total remittances to the country in 2026 (over 5 billion dollars). Nevertheless, the amount of cryptocurrency remittances is still significantly higher than the level in the first half of 2025, when the cryptocurrency remittance amount was 25.4 million dollars, an increase of 39.1%.

Galaxy Research Director Alex Thorn posted on the X platform that the second quarter's dormant Bitcoin awakening volume hit a new low since the third quarter of 2022, significantly decreasing from the high levels of 2024 and 2025.

According to on-chain analyst Ai Yi (@ai_9684xtpa), address 0x9BF...4564a withdrew 4,819 ETH (approximately 9.35 million USD) from the exchange on February 8 at an average price of 1,941.25 USD, marking its first operation after being dormant for two years since March 2024.During the holding period, the account's unrealized loss once reached as high as 1.8 million USD. Half an hour ago, the address deposited 1,200 ETH to Gate exchange, and if sold at the current price, it would only incur a loss of about 20,000 USD, essentially close to breaking even.

According to Bitcoin Magazine, Jack Dorsey, the founder of Block (formerly Square), announced the launch of the open-source decentralized group chat application Buzz, aimed at challenging team collaboration platforms like Slack. Buzz is built on the decentralized social protocol Nostr and is designed for teams composed of humans and AI agents, supporting chat, project management, coding, and PR collaboration.Block stated that the application is decentralized and open-source, allowing users to have full control over their data, and teams can collaborate with members and dedicated agents in a shared space.