US spot Bitcoin ETFs recorded $132 million in net inflows on July 17 — extending the streak to four consecutive days of positive flows — with BlackRock's IBIT leading at $136 million in a single session, according to SoSoValue data. The weekly total for Bitcoin spot ETFs reached $75.5 million while Ethereum spot ETFs outperformed with $105.5 million in weekly net inflows, per Farside monitoring data. Total Bitcoin ETF net asset value stands at $77.736 billion with a net asset ratio of 6.04% of Bitcoin's total market cap. Historical cumulative net inflows have reached $51.352 billion. IBIT's $136 Million — BlackRock Returns to Lead the Complex BlackRock's IBIT recording $136 million in single-day net inflows on July 17 is the most significant individual fund data point of the week. IBIT had been a notable outflow contributor during June's record $4.51 billion monthly redemption — its absence from the inflow leader board during the early July recovery sessions had been flagged as the specific gap between Fidelity and ARK leading versus the broad-based institutional re-engagement that IBIT's participation would signal. Thursday's $136 million IBIT inflow — pushing the fund's total historical net inflows to $60.49 billion — represents BlackRock's return to active accumulation mode and is the most direct confirmation yet that the institutional re-engagement extends beyond Fidelity and ARK's buyer profiles. The $136 million single-day IBIT inflow against the $132 million total Bitcoin ETF complex inflow means IBIT was net positive while other products collectively were slightly net negative — with Fidelity's FBTC recording a $4.18 million net outflow as the only meaningful detractor. The FBTC outflow is minor at $4.18 million against IBIT's $136 million and does not change the directional picture, but it confirms that the institutional rotation within the Bitcoin ETF complex — from the Fidelity-and-ARK-led early recovery to the BlackRock-led institutional confirmation — is still in process rather than complete. Four Consecutive Days — The Streak in Context The four-day inflow streak — Tuesday $181 million, Wednesday $108 million, Thursday $132 million, with the daily totals fluctuating rather than declining linearly — is the longest consecutive positive flow period since April's $1.97 billion monthly inflow. The non-linear daily pattern is constructive: Thursday's $132 million arriving on a day when Bitcoin was fading from $65,000 and the chip selloff was deepening confirms that the demand is not simply tracking price momentum but reflecting genuine allocation decisions by institutional buyers who are treating the current price levels as attractive entry points regardless of short-term price direction. The weekly total of $75.5 million is modest in absolute terms relative to April's best weeks, but the directional shift is what matters — the product category had recorded nine consecutive weeks of outflows totaling approximately $6.9 billion before this streak began. Four consecutive positive days pushing the week into positive territory represents the first sustained reversal of that trend. Ethereum ETFs at $105.5 Million — Outperforming Bitcoin on the Week Ethereum spot ETFs attracting $105.5 million in weekly net inflows — outperforming Bitcoin's $75.5 million — is the week's most underreported data point. ETH ETFs are newer products with a smaller institutional base than Bitcoin ETFs, meaning $105.5 million in weekly ETH ETF inflows relative to the product's AUM represents proportionally stronger institutional demand than Bitcoin's $75.5 million. BlackRock's Ethereum ETF had already been flagged as accounting for nearly all of the early-week ETH ETF inflows — Thursday's data confirms that the Ethereum institutional demand signal is both real and broad enough to outpace Bitcoin's ETF flows on a weekly basis. Ether's relative outperformance extends beyond ETF flows — ETH remains the only major cryptocurrency holding a positive weekly return (+4% over seven sessions) as Bitcoin has faded from $65,000 toward $63,000 on the chip selloff and Iran escalation. The combination of ETH price outperformance and ETH ETF inflow outperformance suggests institutional allocators are viewing Ethereum as the higher-quality risk-adjusted position within the crypto ETF complex at current prices. The AUM and Ratio Picture — $77.7 Billion at 6.04% of Bitcoin's Market Cap Total Bitcoin ETF net asset value at $77.736 billion with a 6.04% net asset ratio — meaning Bitcoin ETFs collectively hold 6.04% of Bitcoin's total market cap — provides the structural context for understanding how institutional adoption has progressed. A 6.04% market cap penetration in approximately 18 months since the January 2024 launch represents meaningful institutional adoption, but it also indicates that the overwhelming majority of Bitcoin's market cap is still held outside the ETF wrapper — leaving substantial room for the ratio to grow as institutional allocators continue to build positions. The $51.352 billion in historical cumulative net inflows represents the genuine institutional demand signal — the net capital that has entered Bitcoin through the ETF channel since January 2024 — against which the $5.4 billion in 2026 YTD net outflows represents a 10.5% partial reversal. The four-day inflow streak at $75.5 million weekly represents approximately 1.4% of the 2026 YTD outflow total being recovered — real but proportionally early in any potential structural reversal.

ICICI Bank Ltd. posted better-than-expected first-quarter profit as loan growth accelerated across its retail and corporate businesses, according to Bloomberg. The India-based lender, the country's second-largest private-sector bank, benefited from healthy demand in both segments.

On Jul 18, 2026, 10:30 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 64,000 USDT benchmark and is now trading at 64,011.390625 USDT, with a narrowed 1.46% increase in 24 hours.

在本轮AI基建热潮中，资本正以历史罕见的规模和速度涌入一个经济逻辑尚未得到验证的赛道，而市场却选择为"承诺"而非"现实"定价。

CryptoQuant data released July 18 shows Bitcoin demand declined further on July 17 compared to the prior day, with negative demand concentrated in the spot market and selling pressure continuing. But the same dataset reveals the structural counterweight: the number of Bitcoins flowing into cumulative accumulation addresses is increasing — indicating that long-term holders and whale investors are absorbing the retail sell orders rather than allowing them to push prices to new lows. The spot market has seen continuous net outflows since November 2025 — eight months of sustained retail distribution — and whale investors have been absorbing those sell orders throughout. Analysts say when spot demand for Bitcoin returns to positive territory, the market may experience a strong upward trend. Eight Months of Spot Outflows — and Eight Months of Whale Absorption The November 2025 start date for continuous spot market outflows is a precise and important anchor. November 2025 was the month Bitcoin reached its all-time high of $126,080 — the peak at which retail investors who had bought during the bull run began systematically taking profits and distributing coins into spot market demand. The distribution has been running for eight consecutive months, through Bitcoin's 50% drawdown to the $58,000 late-June low and the partial recovery to the current mid-$60,000s. What the CryptoQuant accumulation address data reveals is that whale investors have been on the other side of every retail sell order throughout that eight-month period — absorbing supply that retail holders distributed at progressively lower prices. The cumulative address framework — tracking Bitcoin flowing into wallets that have never spent and are consistently adding rather than reducing holdings — provides the cleanest on-chain measure of conviction-driven accumulation versus speculative trading. Rising cumulative address inflows during a period of continuous spot outflows is the precise signature of a market in the later stages of a bear market distribution cycle: retail exhaustion meeting patient whale accumulation. The Convergence With Prior Bottom Signals The CryptoQuant accumulation data is the latest addition to the cluster of simultaneous historical bottom signals that has been building throughout the June-July correction. Glassnode's Accumulation Trend Score at its maximum reading of 1.0. Bitcoin exchange supply at its lowest since 2017 per Santiment. Ethereum exchange supply at its lowest since 2015. 270,000 BTC absorbed by whales in two weeks per Bitfinex. Long-term holder supply at a record 79% of circulating supply. The realized P&L ratio at a 43-month low of −0.35. The Sharpe ratio matching the −20 level seen at the 2015, 2018, and 2022 cycle lows. Each of these signals individually is consistent with a market in late-stage bear market distribution. Together — and now with CryptoQuant's cumulative address data confirming active whale absorption — they represent the most comprehensive structural accumulation picture Bitcoin has produced in the current cycle. The pattern is precisely what preceded the recoveries from every prior cycle low: retail distribution into whale absorption, coin supply migrating from weak to strong hands, and exchange supply contracting to the point where any return of demand meets minimal available sell-side inventory. The Analyst Framework — When Spot Demand Returns CryptoQuant analysts frame the current situation with a specific directional hypothesis: when spot demand for Bitcoin returns to positive territory, the market may experience a strong upward trend. The conditional framing is the most important element — the signal is not "Bitcoin will rise imminently" but "the structural setup for a strong upward trend is in place and the trigger is spot demand returning positive." The trigger condition — spot demand turning positive — requires the macro permission that the current environment has not yet provided. Tuesday's CPI print provided the first glimpse of that permission: $181 million in ETF inflows on CPI day, Bitcoin briefly above $65,000, a three-day inflow streak totaling $368 million. But the chip selloff, Brent crude at $85, five consecutive days of US strikes on Iran, and Hormuz shipping transits at a three-week low of eight ships have collectively prevented that spot demand return from becoming sustained. The structural setup is complete. The macro catalyst — sustained enough to convert the $368 million three-day ETF inflow streak into a multi-week positive flow trend — has not yet arrived. The FOMC meeting July 28-29 is the next scheduled opportunity for the macro environment to provide that catalyst.

On July 18 at the 2026 World Artificial Intelligence Conference (WAIC), Tencent announced multiple product and technology upgrades for embodied AI and agent applications, according to 36Kr. The company said it formally upgraded its full-stack embodied AI solution, spanning cloud infrastructure, models, platforms and applications, to support robot hardware and system developers. Tencent also launched a differentiated agent portfolio for both enterprise and individual users. Its enterprise-grade intelligent agent development platform, ADP 4.0 overseas edition, is now live, alongside a new ecosystem plan covering 10 industries and 100 scenarios. Tencent said the platform has been deployed across more than 30 industries, including customer service, knowledge management and media production. For consumers, Tencent released WorkBuddy as a standalone app, which it said is the industry's first general-purpose agent app available on iOS, Android and Huawei's HarmonyOS.

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According to Lianhe Zaobao citing AFP, North Korean Foreign Minister Choe Son Hui is scheduled to arrive in Moscow on Saturday, July 18, for talks with Russian Foreign Minister Sergei Lavrov. The Russian Foreign Ministry said Choe will make an official visit to the Russian Federation at Lavrov's invitation. Lianhe Zaobao said ties between Pyongyang and Moscow have deepened since Russia's 2022 invasion of Ukraine. The two countries signed a defense agreement during Russian President Vladimir Putin's visit to Pyongyang in 2024. North Korea has supplied Russia with missiles and ammunition and sent thousands of troops to support its military operation in Ukraine, while Moscow has provided financial aid, military technology, food and energy, according to analysts. In April, North Korean leader Kim Jong Un pledged support for Russia's “sacred” war, and Choe backed Russia's war against Ukraine. Russian Defense Minister Andrei Belousov and other senior officials visited Pyongyang in April for talks on strengthening military ties, and Belousov said Moscow was ready to sign a cooperation plan for 2027 to 2031.

据媒体报道，美国财政部长贝森特参与制定提案，拟仿照金融业监管局模式，创建一个独立AI监管机构，由行业出资、向SEC负责，允许科技与金融界共同参与安全标准制定

支付巨头 Stripe 和私募股权公司 Advent International，以及 Block 等其他一些潜在参与者，正计划出价将 PayPal 私有化。

人工智能,Anthropic,终于用上 AI 的公司发现业务被大模型公司抢了 金色财经,不仅要你的钱，而且要你的业务。

7月17日，韩国股市因制宪节休市一日，但硝烟并未散去，三星电子和SK海力士相关标的依然在其它市场遭遇抛售。

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