Alphabet beat Q2 revenue expectations, but its shares fell nearly 7% to $318 after the company raised 2026 capex guidance to $205 billion. According to NS3.AI, the stock erased nearly 24 points and wiped out $138 billion in investor value in a single day. CFO Anat Ashkenazi said the new capex plan is higher than the previous $180 billion guidance.

According to Jin10, U.S. military and intelligence officials said Washington is concerned that U.S. air defense interceptors and precision-guided weapons are being used up quickly as the U.S. has stepped up military operations against Iran. The officials, who requested anonymity, said the pace of precision-guided weapons consumption in the early stages of U.S. operations against Iran is now hard to sustain, and the U.S. military is shifting more toward satellite-guided Joint Direct Attack Munitions and Small Diameter Bombs. The U.S. military also used long-range cruise missiles such as the Joint Standoff Weapon and Tomahawk cruise missiles more frequently at the start of the fighting, though officials said those weapons are still in stock and are being used more cautiously. Air defense interceptors have been used extensively to protect U.S. interests in countries along the Persian Gulf, where U.S. bases have come under attack from Iranian drones and missiles. Some regional partner countries believe the fighting should be paused, given Iran's continued heavy strikes on targets in countries including Kuwait and Bahrain.

According to Jin10, Iran's Islamic Revolutionary Guards Corps said on the 24th that people in the Middle East should immediately stay away from places where U.S. military personnel live and operate in secret to ensure their safety. It also said the U.S. violated a previously reached Iran-U.S. memorandum of understanding and resumed hostilities, striking infrastructure inside Iran including bridges, railways, and docks and causing civilian casualties. The warning said Iran will respond to the U.S. actions. It also said many U.S. service members have left military bases and moved into some city buildings to direct military operations and conceal their activities, and that people in Middle Eastern countries with U.S. forces should keep at least 500 meters away from such locations.

Oil settled above $100 per barrel for the first time since May after Houthi rebels targeted Saudi ships in the Red Sea, the US carried out its 13th consecutive night of military action against Iran, and President Trump signaled he is not yet ready to negotiate. Iran claimed it targeted US assets in Bahrain and Jordan in retaliation. Four people were killed in Thursday's strikes on Iran, and an Islamic Revolutionary Guard Corps facility was partly damaged according to Iranian state media. Iran pushed back on reports that it had rejected a ceasefire offer, blaming the US for the escalating conflict. Trump claimed any damage to ships would be paid for with frozen Iranian funds — a claim Iranian Foreign Minister Abbas Araghchi said sets an "incendiary precedent." Bitcoin's FOMC week — the most consequential Federal Reserve meeting since the June 17 decision that triggered six weeks of ETF outflows — now arrives with oil at triple digits, the SPR at a 43-year low, Section 301 tariffs on 99.4% of US imports in effect, and Capital Economics forecasting 75 basis points of additional Fed rate hikes. Thirteen Consecutive Nights — The Conflict Has No Ceasefire Horizon The 13th consecutive night of US military action against Iran removes any remaining ambiguity about the conflict's trajectory. The June 19 MOU that constituted a ceasefire collapsed on July 7 when Trump declared it over following mutual airstrikes. Since then, the US has struck Iran every single night for nearly two weeks — targeting bridges in Hormozgan province, the Chabahar maritime control tower, IRGC facilities, and military infrastructure across southern Iran. Iran has responded by targeting US assets in Bahrain and Jordan, maintaining Houthi operations against Red Sea shipping, and keeping Hormuz transits near their lowest levels since the conflict began. Trump signaling he is not yet ready to negotiate is the most market-significant single statement of the week — more important than any individual strike or Iranian counterstrike. All prior market rallies triggered by Iran-related diplomacy signals — the June 19 MOU, Monday's Reuters ceasefire proposal report — were predicated on the assumption that both sides retained some interest in a negotiated resolution. A Trump statement that he is not yet ready to negotiate removes that assumption for the immediate term and reprices the probability of near-term Hormuz normalization from low to near-zero. Oil Above $100 — The Inflation Threshold the FOMC Cannot Ignore Oil settling above $100 per barrel for the first time since May is the most acute single macro data point Bitcoin has faced in the current recovery. The $100 threshold is not arbitrary — it is the psychological and analytical level at which oil's inflationary impact becomes unavoidable for central bank communication. When the FOMC meets July 28-29 with oil above $100, the committee faces a fundamentally different communication challenge than when oil was at $65-70 during the June ceasefire period that made the June CPI's 3.8% reading constructive. The mechanism is direct and compounding. Oil above $100 means July CPI — due mid-August — will show energy-driven reacceleration from June's 3.8% reading back toward 4%+ or higher. That reading arrives before the September FOMC meeting at which rate hike probability stands at 63%. The SPR at 311.4 million barrels — its lowest since 1983 — means the government's primary policy tool for capping an oil price spike has less capacity than at any point in four decades. And Section 301 tariffs now covering 99.4% of US imports add a second simultaneous inflationary channel — import cost push — on top of the energy-driven demand-pull inflation from Hormuz. The triple-digit oil price, depleted SPR, and tariff-driven import cost inflation arriving simultaneously into FOMC week is the most adverse macro configuration for Bitcoin's recovery thesis since the April Liberation Day tariff shock that triggered the current correction. The Red Sea Expansion — Houthis Target Saudi Ships Houthi rebels targeting Saudi ships in the Red Sea is the geographic expansion of the conflict's shipping disruption beyond the Strait of Hormuz. Hormuz had been the primary chokepoint — carrying approximately one-fifth of global oil and gas supplies before the conflict began, now reduced to eight confirmed transits per day as of July 16's three-week low. The Red Sea is the second critical global shipping chokepoint, carrying approximately 12% of global trade including significant volumes of oil from Saudi Arabia and other Gulf producers routed around Hormuz. Simultaneous disruption of both Hormuz and the Red Sea creates a compounding supply disruption that no single alternative routing can fully absorb. Ships that avoid Hormuz by going around southern Iran still face Red Sea Houthi interdiction on the route toward the Suez Canal. The Houthi targeting of Saudi ships specifically raises the risk of Saudi production disruption — if Saudi infrastructure becomes a target, oil supply risk expands beyond transit disruption into production disruption, which would be a substantially more severe price driver than the transit closure currently producing triple-digit oil. Trump's claim that damage to ships will be paid for with frozen Iranian funds — and Iran's response that this sets an "incendiary precedent" — represents a new financial escalation layer on top of the military strikes, further reducing the probability of a near-term diplomatic resolution. The Bitcoin Framework Into FOMC — Five Simultaneous Headwinds Bitcoin heading into the July 28-29 FOMC meeting now faces five simultaneous macro headwinds that were not all present simultaneously at any prior point in the current cycle. Oil above $100 is the newest and most acute. The 13th consecutive night of US-Iran strikes with Trump not ready to negotiate removes the ceasefire optionality that had been supporting risk assets on diplomatic signal days. Section 301 tariffs on 99.4% of US imports add goods price inflation to energy price inflation. Capital Economics' 75 basis point rate hike forecast against the market's 40 basis point pricing represents an unresolved macro divergence that the FOMC meeting will begin to clarify. And the SPR at a 43-year low removes the government's ability to buffer the oil shock through strategic reserve releases. Against those five headwinds, the structural support that has been building throughout the correction remains intact: exchange supply at a nine-year low, 79% LTH supply at a record, six-day ETF inflow streak totaling $930 million, whale accumulation ongoing for two months, and the 200-week SMA at $62,873 holding every test since June. The question FOMC week will answer is whether structural on-chain support is sufficient to hold Bitcoin above $65,000 — and specifically above the $65,000-$65,500 confirmation range analysts identified — against the most adverse macro configuration of the recovery period. The Daniela Hathorn framework from Capital.com identified $63,000 as the critical support floor where buyers have repeatedly stepped in. With oil above $100 and Trump signaling no negotiations, the probability of Bitcoin testing that floor before the FOMC decision on July 29 has increased materially from where it stood on Tuesday when the six-day ETF streak was extending and chip stocks were rebounding.

Russian Central Bank Governor Nabiullina said inflation has accelerated due to surging fuel prices. According to Jin10, she made the remarks.

According to Jin10, Russian Central Bank Governor Elvira Nabiullina said inflation acceleration is temporary.

According to Jin10, Iranian state TV said explosion sounds were heard in the Jask area in southern Iran.

SBI Holdings-owned crypto market maker B2C2 has held acquisition talks with multiple potential buyers over the past 18 months, according to people familiar with the matter. According to ChainCatcher, the discussions were affected by differences over valuation, with B2C2 seeking a deal price above $1 billion, a level one source said is difficult to achieve in the current crypto market environment. The talks come as the digital asset industry continues to consolidate, with companies pursuing acquisitions to expand institutional businesses and scale operations.

SBI Holdings-owned crypto market maker B2C2 has held acquisition talks with multiple potential buyers over the past 18 months. According to Odaily, the talks were affected by valuation differences, with B2C2 seeking a deal price above $1 billion, a person familiar with the matter said.

어떤 미흡한 점이 있더라도, 《CLARITY 법안》은 아무런 보장 조치도 없는 상태를 지속하는 것보다 훨씬 낫다.

러시아, 스테이블코인, 러시아의 새 법안 시행… A7A5의 긴장감은 이제 막 시작됐다. 골든파이낸스, 누가 먼저 탈락할까? 누가 휴전 이후까지 살아남을 수 있을까?

WAIC 기간 동안, 첸 신쉰의 제품은 어느 전시 부스에서도 모습을 드러내지 않았다.

코인베이스는 2026년 말까지 싱가포르 직원 수를 약 150명에서 200명으로 늘릴 예정이며, 아시아 시장 확장을 뒷받침하기 위해 원 래플스 키(One Raffles Quay)에 새로운 사무실을 열었다. 이 회사는 싱가포르의 명확한 암호화폐 규제와 디지털 자산 및 스테이블코인에 대한 수요 증가가 이번 투자의 원동력이라고 밝혔다.

4년여 전, 알렉스 아탈라(Alex Atallah)는 NFT 버블이 정점에 달하기 직전에 시장을 떠났고, 이제 그는 AI 열풍 속에서 다시 한 번 전성기를 맞이하며, 자신이 설립한 AI 모델 통합 플랫폼 ‘OpenRouter’를 고가에 매각할 준비를 하고 있다.

사기 혐의로 유죄 판결을 받은 인물이자 ‘리폼 UK’ 당 대표 나이젤 파라지의 오랜 측근인 조지 코트렐과 연관된 것으로 알려진 한 폴리마켓 계정이, 신원 미상의 출처로부터 약 900만 달러 상당의 암호화폐를 입금받은 뒤 도널드 트럼프의 미국 대선 승리에 수백만 달러 규모의 베팅을 한 것으로 전해졌다.

재산을 되찾고자 혈안이 된 도널드 트럼프는 자신의 정치적 지지자들에게 사업 파트너가 되어줄 것을 호소했다. 그러나 그를 가장 맹목적으로 신뢰했던 사람들일수록 손실도 가장 컸다.

Dolphin X는 암호화폐 지갑, 클라우드 계정, 개발자 도구 등 300개 이상의 애플리케이션에서 인증 정보를 탈취하는 새로운 Windows 악성코드입니다. 또한 AI 기반 프로파일러를 사용하여 감염된 피해자를 등급별로 분류함으로써, 사이버 범죄자들이 가장 가치가 높은 표적을 신속하게 식별할 수 있도록 돕습니다.

Stripe는 단순한 결제 기업에서 벗어나, 결제, 스테이블코인, 지갑, AI에 걸친 글로벌 금융 제국으로 변모하고 있다.

“양고(최고인민법원·최고인민검찰원)”가 『〈내부자 거래 및 내부 정보 유출 형사 사건 처리에 관한 최고인민법원·최고인민검찰원의 법률 구체적 적용에 대한 몇 가지 문제에 대한 해석〉 개정 결정』을 발표했다.