> JAPAN’S MICROSTRATEGY KEEPS BUYING, ADDING $221 MILLION OF BITCOIN IN Q2
METAPLANET, OFTEN DESCRIBED AS JAPAN’S MICROSTRATEGY AND ONE OF THE WORLD’S LARGEST PUBLICLY LISTED BITCOIN TREASURY COMPANIES, SAID IT ADDED 2,823 BTC IN THE SECOND QUARTER OF 2026 FOR ABOUT JPY 35.89 BILLION, OR ROUGHLY USD 221 MILLION. AS OF JUNE 30, THE COMPANY’S TOTAL BITCOIN HOLDINGS ROSE TO 43,000 BTC FROM 40,177 BTC AT THE END OF THE FIRST QUARTER, WITH AN OVERALL AVERAGE COST OF ABOUT JPY 15.33 MILLION PER COIN. — LINK
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METAPLANET, OFTEN DESCRIBED AS JAPAN’S MICROSTRATEGY AND ONE OF THE WORLD’S LARGEST PUBLICLY LISTED BITCOIN TREASURY COMPANIES, SAID IT ADDED 2,823 BTC IN THE SECOND QUARTER OF 2026 FOR ABOUT JPY 35.89 BILLION, OR ROUGHLY USD 221 MILLION. AS OF JUNE 30, THE COMPANY’S TOTAL BITCOIN HOLDINGS ROSE TO 43,000 BTC FROM 40,177 BTC AT THE END OF THE FIRST QUARTER, WITH AN OVERALL AVERAGE COST OF ABOUT JPY 15.33 MILLION PER COIN. — LINK
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> METAPLANET ADDS 2,823 BITCOIN TO HOLDINGS IN Q2, BRINGING TOTAL TO 43,000 BTC — LINK
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> METAPLANET ADDED 2,823 $BTC IN Q2 FOR ROUGHLY $221M, BRINGING TOTAL HOLDINGS TO 43,000 $BTC
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> CRYPTOQUANT ANALYST: BINANCE RETAIL BITCOIN INFLOWS HIT RECORD LOW NEAR 329 BTC A DAY
CRYPTOQUANT ANALYST DARKFOST SAID RETAIL BTC INFLOWS TO BINANCE FROM WALLETS HOLDING LESS THAN 1 BTC HAVE FALLEN TO THE LOWEST LEVEL SINCE THE EXCHANGE WAS FOUNDED, AVERAGING ABOUT 329 BTC PER DAY, FAR BELOW THE 2021 BULL-MARKET PEAK OF ABOUT 2,690 BTC PER DAY, OR ROUGHLY USD 161.7 MILLION. DARKFOST SAID THIS CYCLE HAS NOT SEEN A TRADITIONAL RETAIL COMEBACK, AS SOME RETAIL INVESTORS MAY HAVE SHIFTED TO OTHER ASSETS, GAINED INDIRECT EXPOSURE THROUGH SPOT BITCOIN ETFS, OR BECOME LONGER-TERM HOLDERS. — LINK
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CRYPTOQUANT ANALYST DARKFOST SAID RETAIL BTC INFLOWS TO BINANCE FROM WALLETS HOLDING LESS THAN 1 BTC HAVE FALLEN TO THE LOWEST LEVEL SINCE THE EXCHANGE WAS FOUNDED, AVERAGING ABOUT 329 BTC PER DAY, FAR BELOW THE 2021 BULL-MARKET PEAK OF ABOUT 2,690 BTC PER DAY, OR ROUGHLY USD 161.7 MILLION. DARKFOST SAID THIS CYCLE HAS NOT SEEN A TRADITIONAL RETAIL COMEBACK, AS SOME RETAIL INVESTORS MAY HAVE SHIFTED TO OTHER ASSETS, GAINED INDIRECT EXPOSURE THROUGH SPOT BITCOIN ETFS, OR BECOME LONGER-TERM HOLDERS. — LINK
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> JUST IN: 🇯🇵 METAPLANET BUYS 2,823 BITCOIN WORTH $170,000,000.
THEY NOW HOLD 43,000 $BTC WORTH $2.58 BILLION.
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THEY NOW HOLD 43,000 $BTC WORTH $2.58 BILLION.
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> BINANCE CO-CEO YI HE ANNOUNCED THAT BINANCE HAS OFFICIALLY ENTERED THE PHILIPPINE MARKET. THE PHILIPPINE SECURITIES AND EXCHANGE COMMISSION (SEC) HAS GRANTED APPROVAL TO BLOCKSHOALS TECHNOLOGIES INC. TO TEST ITS FINANCIAL PRODUCTS AND SERVICES WITHIN THE COMMISSION'S REGULATORY SANDBOX.
AS PART OF THIS INITIATIVE, BLOCKSHOALS WILL INTEGRATE ITS SYSTEMS WITH ITS GLOBAL CRYPTO-ASSET SERVICE PROVIDER (CASP) PARTNER, BINANCE, OVER A 90-DAY PERIOD. UPON SUCCESSFUL INTEGRATION AND SUBJECT TO REGULATORY OVERSIGHT, BLOCKSHOALS WILL IMPLEMENT ITS APPROVED TESTING PLAN, ENABLING PHILIPPINE USERS TO ONBOARD AND ACCESS SERVICES THROUGH BINANCE. — LINK
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AS PART OF THIS INITIATIVE, BLOCKSHOALS WILL INTEGRATE ITS SYSTEMS WITH ITS GLOBAL CRYPTO-ASSET SERVICE PROVIDER (CASP) PARTNER, BINANCE, OVER A 90-DAY PERIOD. UPON SUCCESSFUL INTEGRATION AND SUBJECT TO REGULATORY OVERSIGHT, BLOCKSHOALS WILL IMPLEMENT ITS APPROVED TESTING PLAN, ENABLING PHILIPPINE USERS TO ONBOARD AND ACCESS SERVICES THROUGH BINANCE. — LINK
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> $META - META: AI UPSIDE KEEPS BUY CASE STRONG
BOFA REAFFIRMED ITS BUY RATING ON META WITH AN $835 PRICE TARGET.
THE FIRM SEES FURTHER UPSIDE FROM STRONGER AI MODELS, MTIA CHIP PROGRESS, AND NEW AI MONETIZATION OPPORTUNITIES. BETTER-THAN-EXPECTED Q2 RESULTS COULD REINFORCE AI-DRIVEN AD GROWTH, WHILE GREATER CLARITY ON AI INFRASTRUCTURE VALUE MAY SUPPORT A HIGHER VALUATION. META STILL TRADES BELOW ITS RECENT PEAK MULTIPLE, LEAVING ROOM FOR UPSIDE.
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BOFA REAFFIRMED ITS BUY RATING ON META WITH AN $835 PRICE TARGET.
THE FIRM SEES FURTHER UPSIDE FROM STRONGER AI MODELS, MTIA CHIP PROGRESS, AND NEW AI MONETIZATION OPPORTUNITIES. BETTER-THAN-EXPECTED Q2 RESULTS COULD REINFORCE AI-DRIVEN AD GROWTH, WHILE GREATER CLARITY ON AI INFRASTRUCTURE VALUE MAY SUPPORT A HIGHER VALUATION. META STILL TRADES BELOW ITS RECENT PEAK MULTIPLE, LEAVING ROOM FOR UPSIDE.
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> $GOOGL - GOOGLE SEARCH & CLOUD STRENGTH OFFSET PT CUT
WELLS FARGO LOWERED ALPHABET'S PRICE TARGET TO $416 FROM $435 BUT KEPT ITS OVERWEIGHT RATING.
THE FIRM EXPECTS STRONGER-THAN-EXPECTED SEARCH AND CLOUD GROWTH, DRIVEN BY RISING USER ENGAGEMENT, AI DEMAND, AND EXPANDING COMPUTE CAPACITY. WHILE HIGHER AI INVESTMENT TRIMS LONGER-TERM FORECASTS, WELLS FARGO BELIEVES GOOGLE'S AI AND CLOUD LEADERSHIP SUPPORTS CONTINUED EARNINGS GROWTH.
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WELLS FARGO LOWERED ALPHABET'S PRICE TARGET TO $416 FROM $435 BUT KEPT ITS OVERWEIGHT RATING.
THE FIRM EXPECTS STRONGER-THAN-EXPECTED SEARCH AND CLOUD GROWTH, DRIVEN BY RISING USER ENGAGEMENT, AI DEMAND, AND EXPANDING COMPUTE CAPACITY. WHILE HIGHER AI INVESTMENT TRIMS LONGER-TERM FORECASTS, WELLS FARGO BELIEVES GOOGLE'S AI AND CLOUD LEADERSHIP SUPPORTS CONTINUED EARNINGS GROWTH.
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> $AMZN - AWS MOMENTUM DRIVES AMAZON PT HIKE
WELLS FARGO RAISED AMAZON'S PRICE TARGET TO $313 FROM $312 WHILE MAINTAINING ITS OVERWEIGHT RATING.
THE FIRM EXPECTS AWS GROWTH TO ACCELERATE ON STRONG AI DEMAND, EXPANDING COMPUTE CAPACITY, AND IMPROVING PRICING POWER. WHILE PRIME DAY TIMING MAY WEIGH ON NEAR‑TERM REVENUE, WELLS FARGO BELIEVES AMAZON'S CLOUD LEADERSHIP AND AI INVESTMENTS SUPPORT STRONGER EARNINGS AND LONG‑TERM UPSIDE.
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WELLS FARGO RAISED AMAZON'S PRICE TARGET TO $313 FROM $312 WHILE MAINTAINING ITS OVERWEIGHT RATING.
THE FIRM EXPECTS AWS GROWTH TO ACCELERATE ON STRONG AI DEMAND, EXPANDING COMPUTE CAPACITY, AND IMPROVING PRICING POWER. WHILE PRIME DAY TIMING MAY WEIGH ON NEAR‑TERM REVENUE, WELLS FARGO BELIEVES AMAZON'S CLOUD LEADERSHIP AND AI INVESTMENTS SUPPORT STRONGER EARNINGS AND LONG‑TERM UPSIDE.
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> JUNE JOBS REPORT IN FOCUS
MARKETS EXPECT THE U.S. TO HAVE ADDED 114,000 JOBS IN JUNE, DOWN FROM 172,000 IN MAY, WITH UNEMPLOYMENT SEEN AT 4.3%.
A RESILIENT LABOR MARKET COULD KEEP THE FED CAUTIOUS ON RATE CUTS, WHILE A WEAKER-THAN-EXPECTED REPORT MAY BOOST EASING HOPES. ECONOMISTS EXPECT LIMITED MARKET REACTION UNLESS PAYROLLS OR WAGE GROWTH SIGNIFICANTLY EXCEED FORECASTS.
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MARKETS EXPECT THE U.S. TO HAVE ADDED 114,000 JOBS IN JUNE, DOWN FROM 172,000 IN MAY, WITH UNEMPLOYMENT SEEN AT 4.3%.
A RESILIENT LABOR MARKET COULD KEEP THE FED CAUTIOUS ON RATE CUTS, WHILE A WEAKER-THAN-EXPECTED REPORT MAY BOOST EASING HOPES. ECONOMISTS EXPECT LIMITED MARKET REACTION UNLESS PAYROLLS OR WAGE GROWTH SIGNIFICANTLY EXCEED FORECASTS.
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> STANDARD CHARTERED PARTNERS WITH CIRCLE: FIRST G-SIB BANK LAUNCHES USDC MINTING AND REDEMPTION
STANDARD CHARTERED HAS ANNOUNCED A PARTNERSHIP WITH CIRCLE TO ENABLE INSTITUTIONAL CLIENTS TO ACCESS USDC MINTING AND REDEMPTION. THE LAUNCH MAKES STANDARD CHARTERED THE FIRST GLOBAL SYSTEMICALLY IMPORTANT BANK (G-SIB) LICENSED TO OFFER INSTITUTIONAL CLIENTS ACCESS TO USDC MINTING AND REDEMPTION THROUGH A SINGLE ONBOARDING AND SERVICE EXPERIENCE, WITHOUT REQUIRING CLIENTS TO HOLD DIRECT ACCOUNTS WITH CIRCLE.
THE SERVICE IS INITIALLY AVAILABLE TO ELIGIBLE CLIENTS THROUGH STANDARD CHARTERED’S DIFC OPERATIONS, AIMING TO CONNECT FIAT BANKING, DIGITAL ASSET INFRASTRUCTURE, AND PUBLIC BLOCKCHAIN NETWORKS TO SUPPORT INSTITUTIONAL USE CASES SUCH AS ON-CHAIN SETTLEMENT, TREASURY, AND LIQUIDITY MANAGEMENT — LINK
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STANDARD CHARTERED HAS ANNOUNCED A PARTNERSHIP WITH CIRCLE TO ENABLE INSTITUTIONAL CLIENTS TO ACCESS USDC MINTING AND REDEMPTION. THE LAUNCH MAKES STANDARD CHARTERED THE FIRST GLOBAL SYSTEMICALLY IMPORTANT BANK (G-SIB) LICENSED TO OFFER INSTITUTIONAL CLIENTS ACCESS TO USDC MINTING AND REDEMPTION THROUGH A SINGLE ONBOARDING AND SERVICE EXPERIENCE, WITHOUT REQUIRING CLIENTS TO HOLD DIRECT ACCOUNTS WITH CIRCLE.
THE SERVICE IS INITIALLY AVAILABLE TO ELIGIBLE CLIENTS THROUGH STANDARD CHARTERED’S DIFC OPERATIONS, AIMING TO CONNECT FIAT BANKING, DIGITAL ASSET INFRASTRUCTURE, AND PUBLIC BLOCKCHAIN NETWORKS TO SUPPORT INSTITUTIONAL USE CASES SUCH AS ON-CHAIN SETTLEMENT, TREASURY, AND LIQUIDITY MANAGEMENT — LINK
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> HYPERSCALE DATA BUYS 67 BITCOIN BRINGING BITCOIN TREASURY TO APPROXIMATELY 849 BITCOIN
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> GOLDMAN: INVESTORS TRIM BIG TECH EXPOSURE
GOLDMAN SACHS SAYS INVESTORS ARE REDUCING EXPOSURE TO THE MAGNIFICENT SEVEN AS THEY FAVOR AI BENEFICIARIES, SUCH AS SEMICONDUCTOR COMPANIES, OVER HYPERSCALERS FUNDING HEAVY AI SPENDING.
THE BANK BELIEVES MARKETS ARE REWARDING COMPANIES GENERATING RETURNS FROM AI INVESTMENTS WHILE QUESTIONING THOSE BEARING THE COSTS. UNTIL HYPERSCALERS SHOW STRONGER EARNINGS GROWTH, CAUTION TOWARD MEGA-CAP TECH IS LIKELY TO PERSIST.
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GOLDMAN SACHS SAYS INVESTORS ARE REDUCING EXPOSURE TO THE MAGNIFICENT SEVEN AS THEY FAVOR AI BENEFICIARIES, SUCH AS SEMICONDUCTOR COMPANIES, OVER HYPERSCALERS FUNDING HEAVY AI SPENDING.
THE BANK BELIEVES MARKETS ARE REWARDING COMPANIES GENERATING RETURNS FROM AI INVESTMENTS WHILE QUESTIONING THOSE BEARING THE COSTS. UNTIL HYPERSCALERS SHOW STRONGER EARNINGS GROWTH, CAUTION TOWARD MEGA-CAP TECH IS LIKELY TO PERSIST.
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> JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN
JPMORGAN SAYS AI CHIP STOCKS MAY STRUGGLE TO KEEP OUTPERFORMING HYPERSCALERS OVER THE LONG TERM.
THE BANK EXPECTS EITHER STRONGER AI MONETIZATION WILL HELP CLOUD PROVIDERS CATCH UP, OR HEAVY AI SPENDING COULD EVENTUALLY CURB HYPERSCALER CAPEX AND WEAKEN CHIP DEMAND. WHILE JPM FAVORS THE POSITIVE SCENARIO, SLOWING CAPEX FORECASTS REMAIN A KEY RISK FOR SEMICONDUCTOR STOCKS.
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JPMORGAN SAYS AI CHIP STOCKS MAY STRUGGLE TO KEEP OUTPERFORMING HYPERSCALERS OVER THE LONG TERM.
THE BANK EXPECTS EITHER STRONGER AI MONETIZATION WILL HELP CLOUD PROVIDERS CATCH UP, OR HEAVY AI SPENDING COULD EVENTUALLY CURB HYPERSCALER CAPEX AND WEAKEN CHIP DEMAND. WHILE JPM FAVORS THE POSITIVE SCENARIO, SLOWING CAPEX FORECASTS REMAIN A KEY RISK FOR SEMICONDUCTOR STOCKS.
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> SAUDI OIL EXPORTS SURGE AFTER HORMUZ REOPENS
SAUDI ARABIA IS SHIPPING ITS MOST CRUDE THROUGH THE STRAIT OF HORMUZ SINCE THE U.S.-IRAN TRUCE REOPENED THE WATERWAY.
FOUR BAHRI SUPERTANKERS CARRYING ABOUT 8 MILLION BARRELS HAVE EXITED THE GULF, SIGNALING HIGHER EXPORTS. THE INCREASE FOLLOWS SAUDI ARAMCO'S RECENT SPOT SALES TO ASIA AND REFLECTS IMPROVING REGIONAL SHIPPING FLOWS AS OPEC'S TOP PRODUCER RAMPS UP EXPORTS.
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SAUDI ARABIA IS SHIPPING ITS MOST CRUDE THROUGH THE STRAIT OF HORMUZ SINCE THE U.S.-IRAN TRUCE REOPENED THE WATERWAY.
FOUR BAHRI SUPERTANKERS CARRYING ABOUT 8 MILLION BARRELS HAVE EXITED THE GULF, SIGNALING HIGHER EXPORTS. THE INCREASE FOLLOWS SAUDI ARAMCO'S RECENT SPOT SALES TO ASIA AND REFLECTS IMPROVING REGIONAL SHIPPING FLOWS AS OPEC'S TOP PRODUCER RAMPS UP EXPORTS.
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