Editor's note: In last week's "Cryptocurrency and Stock Market Indicator" article, we mentioned that the Korean stock market has experienced a significant correction and has entered the strike zone; the following week, including SK Hynix, Samsung, and the KOSPI index, the Korean stock market faced its darkest hour, with continued foreign capital outflow and retail investors all buying in. According to data, foreign investors have cumulatively withdrawn nearly 110 billion USD from the Korean stock market, setting a new historical high.
In the U.S. stock market, Trump’s bullish remarks combined with the tense U.S.-Iran situation led the market not to turn bullish but instead to face huge selling pressure; despite SK Hynix's ADR initially rising nearly 20% to around 175 USD, it subsequently fell along with market trends. Currently, it appears that the U.S. stock market, influenced by the Korean stock market, has turned bearish. Fundamentally, META announced an additional 40 billion USD investment in a data center in Louisiana, and the AI industry chain remains the main narrative in the stock market. Market rumors stated that Samsung Electronics is considering listing its ADR in the U.S. stock market, but was later denied by officials.
Finally, regarding the A-share market, Changxin Storage's IPO is finally scheduled for July 27, planning to raise 29.5 billion CNY, with an expected offering price of about 4.41 CNY per share, projecting a total market capitalization close to 295 billion CNY post-listing. Considering the previous news of Apple seeking to purchase Changxin-related memory products, despite the significant market correction recently, Changxin still has the potential for short-term gains.
In terms of cryptocurrency concept stocks, apart from CRCL, which saw a short-term rebound due to receiving OCC approval to establish a cryptocurrency trust bank last week, other cryptocurrency concept stocks mostly maintained a downward trend, remaining in the short-selling zone.
For more information on the cryptocurrency and stock market, please refer toMSX.COM. (Odaily Planet Daily Note: The content of this article does not constitute investment advice and is for educational exchange only)
The U.S. stock market reaches a bifurcation moment: Caution against aggressive buying vs. Earnings season driving the rising trend
Bank of America warns: Bullish investors should consider scaling back aggressive buying behavior
The latest fund manager survey from Bank of America shows that global investors who are aggressively buying stocks should consider reducing their exposure. The bank's strategists point out that asset allocators have become extremely bullish — which is typically a warning signal for the market, as the proportion of cash held by investors has decreased from 4.1% of assets last month to a “very low” level of 3.6%. Meanwhile, U.S. stock holdings are at their highest level since December 2024, with a net overweight of 24%.
Michael Hartnett's team wrote in the report: "Bank of America's 'Bull-Bear Indicator' reading stands at 9.4 (the range of this indicator is from 1 to 10), indicating an extremely bullish range, suggesting that exposure to stocks and high-beta assets should be reduced. Given the overly optimistic market positions, further upside for risk assets this summer will be constrained."
Not just tech giants, Morgan Stanley predicts that the U.S. stock market's upward trend will continue to spread
Morgan Stanley strategists stated that apart from tech giants, other U.S. stocks are also expected to report strong performances during the current earnings season, thereby further spreading the stock market's upward trend. The team led by Michael Wilson stated that the median company in the S&P 1500 composite index currently has earnings per share growth exceeding 10%, marking the best performance since the recovery after the pandemic.
Additionally, analysts are still raising profit expectations in the consumer discretionary and transportation sectors, both of which are closely tied to economic growth. “We expect that with the resilience of median stock earnings driving momentum, the scope of the market rally will continue to expand.” The second-quarter earnings season will kick off on Tuesday, with large banks being the first to announce their results. According to compiled data, analysts expect S&P 500 companies' profits to grow by 23%, which will be one of the strongest periods historically outside major economic downturns.
Weekly updates on listed cryptocurrency and stock companies
BTC Treasury representative companies
According to SoSoValue data, as of 8 AM EST on July 13, 2026, the total net sell of Bitcoin by global listed companies (excluding mining companies) last week was 85.45 million USD, a decrease of 908.42% compared to the previous week.
Strategy (formerly MicroStrategy) and the Japanese listed company Metaplanet did not purchase Bitcoin last week.
Additionally, two other companies purchased Bitcoin last week. Brazilian Bitcoin company OrangeBTC announced on July 13 that it purchased 8 Bitcoins at a price of $62,100, bringing its total holdings to 3,912 Bitcoins; asset management company Strive announced on July 13 that it spent 1.15 million USD to purchase 18 Bitcoins at a price of $64,028, bringing its total holdings to approximately 19,900 Bitcoins.
As of the time of writing, the global listed companies (excluding mining companies) hold a total of 1,139,635 Bitcoins, a decrease of 0.19% compared to last week, with a current market value of approximately 7.138 billion USD, accounting for 5.7% of Bitcoin's circulating market cap.
Strategy announced its U.S. dollar reserves have increased to 3 billion USD
According to official news, Strategy announced that its U.S. dollar reserves have increased by 450 million USD, reaching 3 billion USD as of July 12, with a Bitcoin holding of 843,775 Bitcoins.
Hyperscale Data increases its holdings by approximately 100 BTC, Bitcoin reserves exceed 1000 BTC
U.S. listed Bitcoin treasury and AI data center company Hyperscale Data revealed that it has again increased its holdings by approximately 100 BTC, bringing its Bitcoin reserves to exceed 1000 BTC. The company’s management disclosed plans to potentially use Bitcoin as collateral for financing, diversifying its balance sheet along with cash and other strategic assets.
Bitcoin treasury company Strategy announced that it will announce its Q2 2026 financial results after the close of the U.S. stock market at 4 AM on July 31, 2026, Beijing time, and will hold an online seminar at 5 PM that afternoon, Beijing time, to discuss the relevant performance situation.
Bitcoin mining company Cleanspark purchased 454 BTC on July 7 at an average price of approximately 64,000 USD, valued at about 29 million USD, increasing its BTC reserves to 13924, valued at about 880 million USD. Publicly listed mining companies sold over 32,000 BTC in total during the first quarter of 2026, among which Marathon sold over 20,800 BTC to repay debts and for expansion. Cleanspark previously disclosed a net loss of 378.3 million USD for the fiscal second quarter ending March 31, 2026, which included a non-cash fair value loss of 224.1 million USD due to the decline in BTC prices; at the end of the quarter, the company held BTC valued at 925.2 million USD and 260.3 million USD in cash.
Boya Interactive increases its holdings by 108 Bitcoins, total BTC holdings rise to 4201 Bitcoins
Hong Kong-listed company Boya Interactive announced that it has purchased an additional 108 BTC. Following this increase, Boya Interactive's total Bitcoin holdings have risen to 4201 BTC.
Bitcoin mining company BitFuFu sold 184 BTC, currently holding 1671 BTC
BitcoinTreasuries.NET posted on the X platform stating that the Singapore-listed Bitcoin mining company BitFuFu sold 184 BTC, currently holding a total of 1671 BTC, ranking 35th in Bitcoin 100.
Bitdeer maintains zero Bitcoin holdings, selling 227.5 BTC this week
The NASDAQ-listed Bitcoin mining company Bitdeer released its latest Bitcoin holdings data, stating that during the week ending July 10, it mined 227.5 BTC but also sold 227.5 BTC in the same period, netting zero added BTC, and currently maintains zero Bitcoin holdings.
Empery Digital sold 1400 BTC, currently holding 1514 BTC
Listed company Empery Digital sold 1400 Bitcoins. The funds from this sale will be used for two purposes: one is to invest in an artificial intelligence data center project with a total cost of 65 million USD to expand its AI computing power business; the other is to pay off 10 million USD in corporate debt. After the large-scale reduction of holdings, the company's Bitcoin holdings amount to 1514 BTC.
Listed companies purchased 110,000 Bitcoins in Q2 2026, 1.8 times that of the previous two quarters
BitcoinTreasuries.NET reported that according to its latest monthly report, listed companies purchased 110,000 Bitcoins in the second quarter of 2026, which is 1.8 times that of the previous two quarters.
ETH Treasury representative companies
Bitmine increased its holdings by 27,801 ETH last week, with staked Ethereum exceeding 4.91 million
Ethereum treasury company Bitmine Immersion Technologies disclosed that it increased its holdings by 27,801 ETH last week. Currently, the company’s crypto asset holdings include 5,770,038 ETH, 206 BTC, and equity in Eightco Holdings worth 69 million USD, and shares in Beast Industries valued at 180 million USD. Furthermore, the total amount of staked ETH is 4,917,189 (calculated at 1,820 USD per ETH, totaling 9 billion USD).
SOL Treasury representative companies
The NASDAQ-listed Solana treasury company DeFi Development Corp. (DFDV) announced that it will no longer be responsible for the daily ecological operation management of its meme coin DONT, transferring ecological leadership to an independent team led by Daniel Reis-Faria, which will focus on the development of the DONT ecosystem, community building, partnership expansion, and enhancing liquidity. DFDV added that it will continue to hold its DONT treasury allocation, which currently accounts for about 31.6% of the total supply of DONT, and will hold in accordance with the original project commitments for the long term.
Altcoin Treasury representative companies
BNB treasury company BNB Plus announced that it has received a delisting ruling from the NASDAQ hearing panel, with the core reason for delisting being the stock price continuously not meeting the 1 USD minimum bid price requirement of capital market listing rules. BNB Plus plans to submit a re-examination application to the NASDAQ listing review committee, but this re-examination will not delay the delisting process, and the company's shares will halt NASDAQ trading from opening on July 14, 2026. The company has completed preparations for listing on the OTCQB Venture Market, the stock code remains BNBX unchanged, and is expected to be traded normally in the over-the-counter market after the opening on July 14.
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