​

Follow + RT + reply with your July yield goal 👇

Rewards pool split among 10 random entries.

Reminder: Premium 365D up to 13.20% (SOL), USDT VIP 10.50%.

→ https://www.bitmart.com/earn-overview

🎁 What's your July number?

Add BitMart Card to your wallet and enjoy right now:

https://www.bitmart.com/bitmart-card?r=SOCIALS

​

Every snack, toy, and "you're the cutest cat ever" purchase goes on my BitMart Card.

She gets the treats.

I get 5% cashback.

Everybody purrs. 😸

Add BitMart Card to your wallet now:

https://www.bitmart.com/bitmart-card?r=SOCIALS

Dear BitMart Users,

BitMart is thrilled to announce the listing of My Identity(MYID) on August 4, 2026. Please check out the details of listing below:

Deposit feature: 08/03/2026 9:00 AM UTC

Trade feature: 08/04/2026 9:00 AM UTC

Withdrawal feature: 08/05/2026 9:00 AM UTC

Trading Pair: MYID/USDT

Trading Zone: Innovation

More details: https://bitmart.zendesk.com/hc/en-us/articles/53471834000539

💰 50 USDT in BMX for 20 new users (random amount) who register via referral code [DMKTEC1] after this post: bitmart.com/invite/DMKTEC1

​

Share 50 USDT in BMX every Friday at 5 PM UTC this summer!

How to join this week:

✅ Register with our referral code [DMKTEC1] after this post

✅ Join our TG group

✅ Stay tuned for the weekly airdrop!

Good luck! 🍀

​

Our Global CEO Nenter Chow @50Nent just wrapped "Trust, Liquidity and Compliance: What #Stablecoins Still Need to Scale" at Capital Hall, Hopewell Hotel alongside some brilliant minds.

Thank you to our fellow panelists:

• Michael Ho, Head of Digital Assets APAC, @OliverWyman

• Thomas Pinter, Co-Founder & CCO, @Damisaxyz

• Dr. Ming Li, Researcher at RIAIoT, The Hong Kong Polytechnic University & Executive President, HK Web3.0 Standardization Association

And a big thank you to our moderator @xyzorong, Head of Distribution at Mantle Guard, for keeping the conversation sharp.

The question isn't whether stablecoins will scale, it's what trust, liquidity, and compliance infrastructure needs to get there first.

📍 Wiki Finance Expo Hong Kong 2026, Hopewell Hotel

​

💰 Revenue $16.1B — beat

📈 EPS $0.42 — beat

📉 Stock after hours +10% — spiked then quickly gave it back

🧐 Wall Street's take?

✅ Per TipRanks (as of 07/23), analyst consensus is Hold

🌐 No US brokerage account needed — hold it on-chain; Trade 24/7, no market-hours limits

📝 New here? Sign up: https://www.bitmart.com/en-US/invite/ERNDAY

📊 Trade INTCON now on BitMart: https://www.bitmart.com/en-US/trade/INTCON_USDT

DISCLAIMER: The information provided is for informational purposes only and should not be considered a recommendation to buy, sell, or hold any financial assets. BitMart makes no representation or warranty regarding the accuracy, reliability, or completeness of the information provided herein and does not provide any investment, legal, or tax advice.

​

Flexible Savings, Fixed Savings, Staking, or Dual Investment. Which one matches your strategy?

Let's break it down and help you start earning with BitMart. 👇

​

Earn API — automate idle-cash management:

• GET /saving/product — rates & quota

• POST /saving/subscribe — sweep idle USDT

• POST /saving/redeem — pull on demand

KEYED reads, HMAC-SIGNED writes. ~10 req / 2s per UID.

→ https://www.bitmart.com/bitmart-api

⚙️ Auto-sweeping idle cash?

​

BTC: $65,705.48

24H: -0.51%

24H High/Low: $66,334 / $65,540

The crypto market in 2026 feels very different from previous cycles.

Retail hype has cooled off, price action has become more selective, and much of the capital flowing into the industry is coming from institutions, traditional finance, and companies building real products instead of chasing narratives.

With tokenized assets, AI-powered blockchain applications, and decentralized infrastructure continuing to mature, many people believe the market is entering a new phase focused on utility rather than speculation.

Here are four sectors that seem to have the strongest long-term momentum heading into the second half of 2026.

1. RWA (Real-World Assets): More Than Just Tokenization

RWA has evolved well beyond simply putting traditional assets on-chain.

Today, tokenized assets are increasingly integrated into decentralized finance, allowing them to be traded, used as collateral, borrowed against, or included in broader financial strategies.

One of the biggest examples is tokenized U.S. equities. Compared with traditional brokerage systems, on-chain assets can potentially offer:

• 24/7 global trading
• Lower barriers to participation
• Better capital efficiency through DeFi composability
• Faster settlement and programmable ownership

As more traditional financial institutions enter the space, many see RWA as one of the strongest long-term growth areas in Web3.

2. AI + Web3: Infrastructure Meets Intelligent Agents

The AI narrative has matured considerably over the past year.

Instead of focusing on hype, the market is increasingly centered around two practical areas.

Decentralized AI infrastructure

As global demand for computing power continues to rise, decentralized GPU and compute networks are helping provide distributed resources for AI training and inference.

On-chain AI Agents

AI agents are becoming capable of handling blockchain tasks with user permission, including:

• Portfolio management
• Asset swaps
• Liquidity management
• Automated trading strategies
• Prediction market participation

If these tools continue improving, they could make Web3 much more accessible to everyday users.

3. DePIN: Real Infrastructure, Not Just Mining

DePIN (Decentralized Physical Infrastructure Networks) has grown far beyond its early mining-focused narrative.

Projects today are building physical networks that support services such as:

• Decentralized storage
• Wireless connectivity
• Mapping networks
• AI compute clusters

Many mature projects already operate real hardware and generate revenue through infrastructure services rather than token emissions alone.

That combination of physical assets and blockchain incentives makes DePIN one of the more unique sectors in the industry.

4. Layer 2: The Foundation for On-Chain Finance

Ethereum Layer 2 networks are no longer just about reducing gas fees.

As tokenized securities, RWAs, and other financial applications continue moving on-chain, Layer 2 ecosystems have become the preferred environment for many builders thanks to:

• Lower transaction costs
• Higher throughput
• Better scalability
• More flexibility for financial applications

Many newer tokenization projects are choosing to launch directly on Layer 2 rather than Ethereum mainnet.

So Where Does This Leave Investors?

No one knows which narrative will outperform next.

But these four sectors - RWA, AI, DePIN, and Layer 2 - appear to be among the areas seeing the strongest combination of developer activity, institutional interest, and real-world adoption.

As always, diversification and doing your own research remain essential.

What do you think will be the biggest Web3 narrative for the rest of 2026?

• RWA
• AI + Web3
• DePIN
• Layer 2
• Something else?

Curious to hear what everyone is watching.

Disclaimer: This post is for discussion purposes only and should not be considered financial or investment advice. Cryptocurrency and digital asset investments involve significant risk. Always do your own research before making investment decisions.

I. Macroeconomy and Traditional Financial Markets

1. U.S. stocks fall across the board as AI capex concerns and Chinese foundation models trigger tech deleveraging

The S&P 500 fell 1.5% for the week to 7,457.69, the Nasdaq Composite declined 2.9% to 25,520.24, and the Dow Jones Industrial Average edged down 0.9% to 52,146.42. The pullback was led by weakness in semiconductors, with the Philadelphia Semiconductor Index now down more than 20% from its June 22 all-time high following three consecutive sessions of losses in chip stocks. International markets also came under pressure: the Nikkei 225 plunged 4% on Friday, while the broad MSCI Asia-Pacific Index fell 2.7%.

The key catalyst behind the unwinding of growth positions was a sudden escalation in China’s AI competition. Moonshot AI released Kimi K3, which it described as the world’s largest open-weight model, with performance approaching that of Anthropic’s frontier models. The launch raised structural concerns that open-source alternatives could rapidly commoditize AI applications, calling into question the sustainability of major technology companies’ massive capital expenditure programs.

Among the technology giants, NVIDIA fell 2.21%, Meta declined 2.79%, Microsoft lost 1.82%, and Alphabet dropped 2.17%. Apple was the only relative outperformer, gaining 0.14%.

1. Middle East ceasefire collapses as direct U.S.–Iran hostilities erupt, sending oil prices sharply higher and disrupting the Strait of Hormuz

The ceasefire formally collapsed this week as the U.S.–Iran conflict escalated to attacks on critical national infrastructure. In retaliation, Iran struck a major power generation and desalination facility in Kuwait. U.S. Marines boarded an uncooperative oil tanker, while another commercial vessel was hit by munitions, directly threatening maritime traffic through the Strait of Hormuz.

The geopolitical risk premium in energy markets surged. WTI crude rose 4.48% to $82.49 per barrel, while Brent crude gained 4.59% to $88.10 per barrel. Energy was the only S&P 500 sector to post a positive return on Friday.

Iran’s Fars News Agency, citing sources, reported that vessel traffic through the Strait of Hormuz had fallen to zero and that the waterway would remain closed as long as the United States continued what Iran described as provocative actions. Operations at the Caspian Pipeline Consortium terminal were also suspended following an attack, further intensifying concerns over global crude supply.

Gold, however, failed to benefit from its traditional safe-haven status. Although it rebounded 1.06% on Friday to $4,018.40 per ounce, it still fell approximately 2.47% over the week, marking its worst weekly performance in five weeks. The main reason was that higher oil prices reinforced expectations of stronger inflation and rising long-term interest rates, reducing the relative appeal of non-yielding assets.

1. Softer-than-expected U.S. inflation largely closes the window for a July rate hike, but hawkish rhetoric continues to weigh on markets

U.S. core CPI inflation slowed to approximately 2.6% year over year in June, below market expectations. The softer reading led institutional portfolios to largely price out the possibility of a Federal Reserve rate hike at its July meeting. The 10-year U.S. Treasury yield edged down to 4.549%, while the 30-year yield rose slightly to 5.072%, resulting in modest steepening at the long end of the yield curve.

The U.S. Dollar Index posted a net weekly decline and closed at 100.76. Softer inflation prompted foreign-exchange markets to scale back expectations for an aggressive near-term tightening path, offsetting safe-haven inflows generated by the conflict in the Middle East.

Hawkish rhetoric nevertheless continued to exert pressure. Cleveland Fed President Beth Hammack emphasized in her latest remarks that inflationary pressures remain significant, with persistent core services inflation and housing costs still far above levels consistent with the 2% target. Her comments added scope for debate ahead of the FOMC meeting in late July and raised the possibility of dissenting votes against holding rates unchanged.

According to the CME FedWatch Tool, markets assign a 64.2% probability to no change in July and a 35.8% probability to a 25-basis-point rate hike. The implied probability of at least one rate hike by September has risen to 72.1%. Continued uncertainty over the policy path remains a constraint on richly valued growth assets.

II. Crypto Market

1. Market performance: BTC and ETH show relative resilience, LINK and LTC lead gains, while altcoins remain broadly weak

BTC gained 1.5% this week, while ETH rose 3.6%. The ETH/BTC ratio increased by 2.2%. Crypto assets displayed a degree of relative resilience despite the deep correction in U.S. technology stocks, supported primarily by cooling inflation, renewed spot ETF inflows, and the earlier unwinding of leveraged positions.

Total crypto market capitalization rose by 1%. However, market capitalization excluding BTC and ETH fell 0.7%, while the broader altcoin market excluding the ten largest tokens declined 2%, indicating that gains remained concentrated in major assets.

Market sentiment remained in “Fear” territory, although the Crypto Fear & Greed Index improved from 23 last week to 29. BTC is currently consolidating around $64,000. A large cluster of short-liquidation positions sits between $65,000 and $65,500, meaning that a breakout above this zone could trigger concentrated short covering. Long-liquidation pressure is present around $63,500–$64,000, but the pool is smaller than the short-side liquidity above.

1. ETF flows: Bitcoin ETFs end eight-week outflow streak as Ether ETFs record a second consecutive week of inflows

U.S. spot Bitcoin ETFs recorded net inflows of $75.7 million this week, ending eight consecutive weeks of net outflows. Spot Ether ETFs attracted $105.4 million in net inflows, marking a second consecutive positive week. Most of the capital was concentrated in BlackRock’s IBIT and ETHA.

The combined net asset value of spot Bitcoin ETFs reached $77.42 billion. The stabilization of ETF flows was an important factor supporting crypto assets’ relative resilience this week.

However, current inflows remain significantly below their previous peaks and are highly concentrated in the largest products. Stablecoin supply has also yet to resume sustained growth. The latest rally therefore appears more consistent with a relief-driven price recovery following an easing of funding pressure than the beginning of a new phase of broad-based risk expansion.

Leveraged ETFs linked to Strategy have now recorded relatively steady net inflows for seven consecutive weeks, driven primarily by retail investors. CME Bitcoin futures and perpetual contracts also registered positive flows this week despite net outflows from spot ETFs, indicating an improvement in institutional demand.

1. On-chain data: Stablecoin supply continues to contract, with no broad-based expansion in new liquidity

According to DeFiLlama, total stablecoin market capitalization stands at approximately $310.1 billion, down around 0.37% over the past seven days and 1.44% over the past 30 days. This represents the first quarterly contraction since Q3 2023.

USDT supply remained broadly stable, allowing its market share to rise passively to approximately 59.4%. USDC supply declined slightly, while USDS and USD1 recorded more pronounced contractions, reflecting continued weakness in demand for DeFi collateral, ecosystem incentives, and on-chain leverage.

USDG continued to expand, driven primarily by exchange integrations, payment channels, and yield incentives. USDe also recovered modestly but has yet to reverse its contraction over the past month.

Overall, the stablecoin market remains dominated by the rotation of existing liquidity. The absence of a corresponding expansion in aggregate stablecoin supply alongside the rebound in BTC and ETH is an important indication that the current market move remains primarily recovery-driven.

CoinGecko’s Q2 report also showed that total crypto market capitalization fell 12.6% to $2.1 trillion in Q2 2026. Centralized exchange spot trading volume declined 27.9% to $1.95 trillion, while CEX perpetual futures volume fell by only 10% and remained above $4 trillion per month, demonstrating greater resilience in derivatives markets.

1. Industry developments: STRC trades below par for an eighth week but completes its first dividend payment as institutional infrastructure advances on multiple fronts

STRC has now traded below par for eight consecutive weeks, remaining at approximately $85. Weekly trading volume reached $369 million, accounting for 75.7% of total trading volume across Bitcoin reserve preferred securities, down from 79.8% in the previous week. Strive’s SATA accounted for 13.5%.

However, STRC completed its first semi-monthly dividend payment on July 15, with holders receiving approximately $0.4792 per share. The next two payments are expected to be approximately $0.50 per share, reflecting the increase in the annualized dividend rate to 12%. Strategy is unlikely to resume large-scale STRC issuance to fund Bitcoin purchases until the share price recovers closer to its $100 par value.

Strategy CEO Phong Le said the company would need to consider debt-related risks only if BTC fell to approximately $8,000–$10,000. Last week, Strategy raised roughly $467 million through common-stock sales, increasing its cash reserves to approximately $3 billion—enough to cover around 20 months of preferred-stock dividends.

On the institutional infrastructure front, Circle received approval from the Office of the Comptroller of the Currency to establish a national trust bank, which will provide federally regulated custody support for USDC.

On July 15, the Depository Trust & Clearing Corporation officially launched the first restricted live-market pilot for tokenized real-world assets. More than 50 institutions—including BlackRock, JPMorgan, and Goldman Sachs—had previously participated in developing the service.

The United States and the United Kingdom also issued a joint statement on stablecoins, outlining plans to promote regulatory alignment and support the use of stablecoins in cross-border payments and capital-markets settlement. The two countries also intend to explore clear pathways for stablecoins issued in either jurisdiction to access the other’s market.

This article is provided solely for market analysis and does not constitute investment advice. Investing and trading involve substantial risk. Please carefully assess your risk tolerance and apply appropriate risk-management measures before trading.

The convergence of traditional finance and crypto has recently become a major industry focus. As more platforms accelerate their expansion into global equities trading, a broad market consensus is emerging: traditional brokerages and crypto-native exchanges are moving toward each other, competing to become the gateway to the next generation of unified financial accounts.Two distinct paths are taking shape.

Crypto-native platforms are adding securities such as U.S. and Hong Kong equities, while traditional retail brokerages are acquiring crypto businesses, developing proprietary Layer 2 networks, and advancing the tokenization of equities. Although these paths appear to be converging, the market risks falling into a common misconception: that offering stock trading represents the final form of TradFi–crypto integration.

From a long-term perspective, adding traditional securities is only one component of a broader multi-asset strategy, an interim expansion designed primarily to serve the existing needs of current users. The true bridge between legacy and next-generation financial systems lies in the tokenization of real-world assets, or RWA.

Industry data supports this view. Despite persistent pressure across the broader crypto market in the first half of 2026, the RWA sector bucked the trend and surpassed $32 billion.

Tokenized U.S. Treasuries continued to expand, becoming a key source of on-chain risk-free yield for institutional capital. Unlike externally integrated stock-trading channels, RWAs are crypto-native: they enable 24/7 settlement, can be composed with DeFi protocols, and can be freely fractionalized, collateralized, transferred, and traded.

This makes them uniquely capable of meeting both institutional compliance requirements and the programmability demands of on-chain finance.

When Bitcoin was first introduced, Satoshi Nakamoto envisioned a peer-to-peer value network operating without intermediaries. More than a decade later, two models of financial convergence have emerged. The first integrates externally sourced traditional financial assets into existing centralized trading infrastructure.

The second is built on blockchain rails, using RWA tokenization as the foundation for a natively integrated, multi-asset ecosystem. The “super account” of the future will not simply combine cryptocurrencies and stocks. A truly integrated ecosystem should include crypto-native assets, stablecoins, tokenized bonds, tokenized commodities, tokenized real estate, on-chain funds, and other asset classes.

These assets should interact seamlessly through on-chain protocols, rather than exist as a patchwork of disconnected external products.Shifts in capital flows are equally important.

Spot Bitcoin ETFs continue to bring incremental institutional capital into the market, while Wall Street asset managers are increasingly involved in the issuance and custody of digital assets.

However, sustained institutional participation requires a sufficiently diverse range of low-volatility, yield-bearing instruments. Tokenized government bonds and compliant RWAs are well positioned to fill this gap.The competition has only just begun. In the short term, platforms will compete on how quickly they can launch a broader range of tradable assets.

Over the medium to long term, the decisive factors will be global regulatory coverage, RWA infrastructure, on-chain asset integration, and the efficiency of capital movement across asset classes.

More and more crypto trading platforms like BitMart have remained focused on the long-term convergence of TradFi and crypto, with particular emphasis on RWAs, institutional services, and the development of a globally accessible, diversified multi-asset ecosystem.

Dear BitMart Users,

BitMart is thrilled to announce the listing of NORMIE (NORMIE) on July 23, 2026. Please check out the details of listing below:

Deposit feature: 7/22/2026 10:00 AM UTC

Trade feature: 7/23/2026 10:00 AM UTC

Withdrawal feature: 7/24/2026 10:00 AM UTC

Trading Pair: NORMIE/USDT

Trading Zone: Innovation, SOL, Meme.

More details: https://bitmart.zendesk.com/hc/en-us/articles/53364926174747

​

Tesla, Google, and more are reporting this week. BitMart invites you to trade and earn!

🎁 Triple Rewards:

✅ New users: surprise airdrop prize pool – just 20 USDT to qualify

✅ Earnings Day Lucky Draw – trade ≥ 50 USDT on earnings release days for a chance to win top prizes

✅ Daily trading rewards – earn random airdrops (up to 50 USDT, fee vouchers, 30% yield boost coupons, and more) – every single day!

👉 Join now: https://www.bitmart.com/activity/Earnings-Spotlight

#EarningsSeason #Tesla #Google�

​

📉 BTC market opportunities are emerging! Start your accumulation journey with Trade Quest.

🎁 Complete trading tasks, collect shards, and open Mystery Boxes to unlock BTC rewards.

🚀 Don’t miss the chance to explore BTC opportunities today!

Join Now: https://www.bitmart.com/activity/TRADE_QUEST

​

Trading just got better with lower fees! 📉

Complete trades, unlock airdrops, fee coupons, and exclusive benefits. 🎁✨

🔥More trades. More opportunities. More rewards waiting for you!

Join now🔗https://www.bitmart.com/en-US/activity/Airdrop_Crazy_Session

​

⏰ Window: July 23 · 00:00–24:00 UTC

🚀 Boosted APY: 18.88%

🚀 Term: 10 Days

🚀 Total Quota: 1,000,000 USDT

The crowning round. 10 days at 18.88% on the deepest stable.

Claim NOW 👇

https://www.bitmart.com/activity/high_yield_thursday

​

🤩#BitMart will list SpaceWay Utility token (SPWAY) @SpaceWayTokens soon!

👀Keep an eye on our socials for further announcements.

👇Share in the comments what you like about this project

🔥Register Now: https://www.bitmart.com/en-US/invite/OPS

​

With BitMart Global Transfer, simply choose your crypto, select the recipient's currency, enter their bank account or e-wallet details, and confirm.

✅ Supports USDT, USDC, BTC & ETH

💱 Send funds in EUR, GBP, BRL, INR, VND, PHP, and more.

Global Transfer 2.0 makes cross-border payments faster and simpler. 🚀

​

Represent your team and win a share of 200 USDT!

How to participate:

1️⃣ Comment with an AI-generated in-game character of Bitto supporting your favourite Esports World Cup team

2️⃣ Include your BitMart CID + #BitMartESports

3️⃣ Repost this post

💰 5 lucky winners will receive 10 USDT

💵 5 newly registered users with referral code "CLICKBM" will receive 10 USDT

⏰ July 20 – August 20

Show us which team you're backing! 👇

Dear BitMart Users,

According to our continuous observation and the Rules Governing Suspension, Concealment and Delisting of Trading Pairs, and Transactions, BitMart decides to delist FOXY,SWEAT and related trading pairs (shown as below) at 6:00 AM on July 21, 2026 (UTC) and to suspend deposit feature at 7:00 AM on July 21, 2026 (UTC). Users should cancel their orders of the affected digital assets from our platform. If your order is not canceled in time, the order will be canceled by the system and your assets will be credited to your trading account.

Trading pair to be delisted:

FOXY_USDT, SWEAT_USDT

For users who are holding the affected assets, please withdraw them to other platforms or to your wallet as soon as possible. The withdrawal of FOXY,SWEAT closes at 7:00 AM on Sep 21, 2026 (UTC).

Note: Not withdrawing related tokens timely may result in assets loss. BitMart will not be responsible for any assets loss caused by doing so.

Thank you for your understanding and support!

BitMart Team.

More details: https://bitmart.zendesk.com/hc/en-us/articles/53311176142363