US-EU Customs Tariff Agreement Enters into Force
The US and the European Union have signed a 15% joint customs tariff agreement, ushering in a new era in transatlantic trade relations. The EU will purchase $750 billion worth of US energy over the coming years and make an additional $600 billion in investments. The agreement covers the automotive, agriculture, and pharmaceutical sectors, while tariffs on steel and aluminum remain unchanged. European Commission President Ursula von der Leyen stated that LNG imports from the US are an important step due to energy dependence.
China-US Talks Resume
According to the South China Morning Post, the US-China trade truce will be extended for 90 days, and both sides are preparing for compromise-oriented negotiations. A high-level US business delegation led by the CEO of FedEx will visit China, and companies such as Boeing are also expected to participate in the talks. These contacts signal that trade relations, which have been weak for a long time, may be revived.
US Semiconductor Investigation Underway
The US Secretary of Commerce announced that the results of a national security review of imported semiconductor products will be announced within two weeks. This move is expected to affect chip supply chains and the US’s domestic production strategy. The US attaches particular importance to chip investments in strategic areas such as energy and defense.
US-Russia Tensions and Ukraine Crisis Back on the Agenda
Secretary of State Marco Rubio said that President Trump was unhappy with Putin’s refusal to mediate a ceasefire in Ukraine. This statement raised concerns that geopolitical risks could increase. US-EU energy cooperation and military equipment sales could create new areas of tension with Russia in this context.
Trump Media Invests $300 Million in Bitcoin Derivatives
According to Bloomberg, Trump Media & Technology Group, which operates Truth Social, announced that it has invested $300 million in Bitcoin-linked option strategies. This strategy aims to provide leveraged returns. TMTG’s portfolio is reported to include approximately $2 billion in crypto assets.
Strategy (formerly MicroStrategy) President Michael Saylor has re-shared updates on the company’s Bitcoin holdings. He usually makes these announcements on the X (Twitter) platform. This information serves as strategic guidance for investors.
Metaplanet Increases BTC Holdings to 17,132
Japan-based public company Metaplanet purchased an additional 780 BTC for approximately $92.5 million. This brings its total Bitcoin holdings to 17,132. With an average purchase price of $101,030, the company’s return on investment this year stands at 449.7%.
H100 Group AB Raises $114 Million with Bitcoin Strategy
Swedish publicly traded company H100 Group AB announced that it has raised approximately $114 million as part of its Bitcoin-focused strategy. The company announced that it has secured capital from new investors through a share issue.
Capital B Purchased 58 More BTC
European-based publicly traded company Capital B purchased 58 more BTC worth approximately €5.90 million. The company’s total Bitcoin holdings rose to 2,013.
Coinsilium Adds 12,423 BTC
Coinsilium, a publicly traded company based in the United Kingdom, purchased 12,423 Bitcoin for approximately $1.48 million, increasing its total holdings to 124,4239 BTC.
The Smarter Web Company Raised £19.5 Million
London-based technology company The Smarter Web Company announced that it has raised £19.68 million to continue its plans to strengthen its Bitcoin reserves. The company continues to view Bitcoin as a long-term store of value.
SharpLink Gaming Demonstrates Collateral by Purchasing 77,206 ETH
SharpLink Gaming purchased 77,206 ETH, valued at approximately $296 million, and deposited the entire amount as collateral. The transaction was executed through Galaxy Digital, with ETH withdrawn from exchanges such as Binance, OKX, Kraken, and Bybit.
Mitsubishi UFJ Enters Real Estate Tokenization
Trust and Banking, a subsidiary of Japan’s largest bank Mitsubishi UFJ Financial Group, announced it will begin real estate tokenization by purchasing a building worth $681 million in Osaka. The project aims to offer digital real estate securities to individual and institutional investors.
Open Positions in Ethereum Futures Hit Record High
According to Coinglass data, open positions in Ethereum futures reached $60.48 billion, breaking all-time records. There are 1.88 million ETH open positions on CME and 2.79 million ETH open positions on Binance.
El Salvador’s Bitcoin Holdings Exceed 6,250
El Salvador purchased an additional 8 BTC over the past 7 days. The country’s total Bitcoin holdings now stand at 6,250.18 BTC, with a total value of $739 million.
Ethena Foundation Repurchases 83 Million ENA
The Ethena Foundation repurchased 83 million ENA tokens through a third-party market maker between July 22 and 25. This move is seen as part of a strategy to control supply.
Pudgy Penguins Denies Claims of Acquiring OpenSea
Pudgy Penguins’ security director has denied that OpenSea has been acquired. The company said its goal is to expand brand partnerships, citing Lufthansa and NASCAR as examples of this strategy.
Unlock Schedule Published for SUI, ENA, OP, and Other Tokens
In the coming days, SUI, ENA, OP, KMNO, JUP, SIGN, GPS, and ZETA tokens will be unlocked. Notable among these are 44 million SUI ($188 million), 40.63 million ENA ($25 million), 229 million KMNO ($13.8 million), and 542 million GPS ($11.6 million). These developments have the potential to create volatility in the market.
Bitcoin Spot ETFs See Net Inflows for 7 Weeks
According to SoSoValue data, Bitcoin spot ETFs saw net inflows of $72.06 million during the week of July 21-25. Blackrock’s IBIT product led with $268 million, while VanEck’s HODL ETF received $62 million in inflows. The total net asset value reached $151.45 billion.
Ethereum Spot ETFs Record Historic Inflows
Last week, Ethereum spot ETFs saw a net inflow of $1.85 billion. Blackrock’s ETHA fund led with $1.29 billion in inflows, while Grayscale’s ETHE fund experienced a $42 million outflow. The total net asset value reached $20.66 billion.
