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On July 13, Sweden's second-largest bank, Svenska Handelsbanken AB (market cap $132.5 billion), increased its holdings in Strategy (ticker: MSTR), a bitcoin treasury management company. The bank purchased an additional 23,829 shares (worth $2.21 million), bringing its total stake to 106,522 shares (worth $9.92 million).

[Svenska Handelsbanken AB Increases Stake in Strategy by 23,829 Shares Worth $2.21 Million]On July 13, Sweden's second-largest bank, Svenska Handelsbanken AB (market cap $132.5 billion), increased its holdings in Strategy (ticker: MSTR), a bitcoin treasury management company. The bank purchased an additional 23,829 shares (worth $2.21 million), bringing its total stake to 106,522 shares (worth $9.92 million).

Svenska Handelsbanken AB Increases Stake in Strategy by 23,829 Shares Worth $2.21 Million

On July 13, Meta Platforms pledged an additional $40 billion investment in its massive data center campus in rural Louisiana, pushing the project's anticipated total investment to over $250 billion as the company continues to expand its artificial intelligence computing footprint. Meta announced on Monday that it would expand the data center project in rural Louisiana to at least 5 gigawatts (GW) of computing capacity, with a total investment of $50 billion. Previously, the company had announced a $10 billion investment to build the data center and surrounding community. In May, reports indicated that Meta planned to invest an additional $200 billion in the project, primarily for the high-cost computing chips to be installed at the nearly 4,000-acre campus. According to a source familiar with the matter, this would bring the project's estimated total investment to at least $250 billion. As of now, Meta has not disclosed any specific expenditures beyond the $50 billion for this project.

[Meta's Total Investment in Louisiana Data Center to Exceed $250 Billion]On July 13, Meta Platforms pledged an additional $40 billion investment in its massive data center campus in rural Louisiana, pushing the project's anticipated total investment to over $250 billion as the company continues to expand its artificial intelligence computing footprint. Meta announced on Monday that it would expand the data center project in rural Louisiana to at least 5 gigawatts (GW) of computing capacity, with a total investment of $50 billion. Previously, the company had announced a $10 billion investment to build the data center and surrounding community. In May, reports indicated that Meta planned to invest an additional $200 billion in the project, primarily for the high-cost computing chips to be installed at the nearly 4,000-acre campus. According to a source familiar with the matter, this would bring the project's estimated total investment to at least $250 billion. As of now, Meta has not disclosed any specific expenditures beyond the $50 billion for this project.

Meta's Total Investment in Louisiana Data Center to Exceed $250 Billion

On July 13, the open interest (OI) in Hyperliquid's RWA market reached $3.6 billion, a record high. The platform's total OI also rose to a new high for 2026, approximately $11 billion. According to DeFiLlama data, Hyperliquid's total OI has reached $10.88 billion, with the HIP-3 market contributing about $3.69 billion.

[Hyperliquid Open Interest Hits Record High, RWA Market OI Reaches $3.6B]On July 13, the open interest (OI) in Hyperliquid's RWA market reached $3.6 billion, a record high. The platform's total OI also rose to a new high for 2026, approximately $11 billion. According to DeFiLlama data, Hyperliquid's total OI has reached $10.88 billion, with the HIP-3 market contributing about $3.69 billion.

Hyperliquid Open Interest Hits Record High, RWA Market OI Reaches $3.6B

On July 13, in response to the recent sharp decline in South Korea's stock market, the domestic independent global macro research institution TanTu Macro Research recently published a report stating that the current financial risks in South Korea show structural similarities to those before the 1996 Asian Financial Crisis (AFC): semiconductor exports account for 41% of total exports (compared to 16% in 1996), foreign ownership of stocks has reached a historic peak of 40%, and the external debt-to-GDP ratio has risen to 39.6%. However, key differences include: 1) The reserve adequacy ratio (ARA) is 92% (only 54% before the AFC), and the share of short-term external debt has fallen to 9.4% (11.5% before the AFC); 2) The free-floating exchange rate regime has replaced the soft peg, reducing the risk of a run; 3) Corporate leverage growth has slowed, and the non-performing loan ratio of banks is lower than during the AFC period. Currently, risks are mainly concentrated in the stock market: the KOSPI's price-to-book ratio of 2 times and price-to-earnings ratio of 30 times are both at record highs, and margin balances have doubled to 38.6 trillion won in a year and a half. The financial stability index shows that overall risk is at the 62nd percentile historically (yellow light zone), with the valuation dimension reaching the 91st percentile. The report's model estimates a 5% probability of South Korea falling into negative growth in the next year, but the risk of a vicious cycle is significantly lower than during the AFC, mainly due to strengthened foreign reserve buffers and enhanced exchange rate flexibility. Recessions of this magnitude have only occurred three times in the past three decades. Key warning: If the semiconductor cycle reverses or the Fed's tightening triggers foreign capital outflows, the stock market could become a conduit for risk transmission.

[Analyst: Current Financial Risks in Korea Structurally Similar to 1996 Asian Financial Crisis]On July 13, in response to the recent sharp decline in South Korea's stock market, the domestic independent global macro research institution TanTu Macro Research recently published a report stating that the current financial risks in South Korea show structural similarities to those before the 1996 Asian Financial Crisis (AFC): semiconductor exports account for 41% of total exports (compared to 16% in 1996), foreign ownership of stocks has reached a historic peak of 40%, and the external debt-to-GDP ratio has risen to 39.6%. However, key differences include: 1) The reserve adequacy ratio (ARA) is 92% (only 54% before the AFC), and the share of short-term external debt has fallen to 9.4% (11.5% before the AFC); 2) The free-floating exchange rate regime has replaced the soft peg, reducing the risk of a run; 3) Corporate leverage growth has slowed, and the non-performing loan ratio of banks is lower than during the AFC period. Currently, risks are mainly concentrated in the stock market: the KOSPI's price-to-book ratio of 2 times and price-to-earnings ratio of 30 times are both at record highs, and margin balances have doubled to 38.6 trillion won in a year and a half. The financial stability index shows that overall risk is at the 62nd percentile historically (yellow light zone), with the valuation dimension reaching the 91st percentile. The report's model estimates a 5% probability of South Korea falling into negative growth in the next year, but the risk of a vicious cycle is significantly lower than during the AFC, mainly due to strengthened foreign reserve buffers and enhanced exchange rate flexibility. Recessions of this magnitude have only occurred three times in the past three decades. Key warning: If the semiconductor cycle reverses or the Fed's tightening triggers foreign capital outflows, the stock market could become a conduit for risk transmission.

Analyst: Current Financial Risks in Korea Structurally Similar to 1996 Asian Financial Crisis

July 13 – According to QCP Capital, 12 days have passed since the US and Iran signed a memorandum of understanding. Over the weekend, the two sides clashed militarily again, each accusing the other of violating the 60-day ceasefire agreement, putting pressure on the prospects for a second round of negotiations. Oil prices remain near $70, but if supply recovery is slower than expected, there is still upside risk for oil prices.
In the crypto market, implied volatility for BTC and ETH continues to rise. Demand for BTC put options with strike prices between $55,000 and $58,000 expiring in July has increased. Sustained net outflows from spot ETFs, concerns related to Strategy, and pressure on US stocks have weighed on market sentiment. However, there was also a large buy order for BTC call options with a strike price of $64,000 expiring on the 17th.
This week, the market will focus on Fed Chairman Kevin Warsh's speech at the ECB forum, as well as the ISM Manufacturing PMI and US non-farm payroll data. Against the backdrop of low liquidity before the holiday, market volatility is expected to remain high.

[QCP Capital: US-Iran Situation and Macro Events Intertwine, Market on Alert as Crypto Volatility Continues to Heat Up]July 13 – According to QCP Capital, 12 days have passed since the US and Iran signed a memorandum of understanding. Over the weekend, the two sides clashed militarily again, each accusing the other of violating the 60-day ceasefire agreement, putting pressure on the prospects for a second round of negotiations. Oil prices remain near $70, but if supply recovery is slower than expected, there is still upside risk for oil prices.
In the crypto market, implied volatility for BTC and ETH continues to rise. Demand for BTC put options with strike prices between $55,000 and $58,000 expiring in July has increased. Sustained net outflows from spot ETFs, concerns related to Strategy, and pressure on US stocks have weighed on market sentiment. However, there was also a large buy order for BTC call options with a strike price of $64,000 expiring on the 17th.
This week, the market will focus on Fed Chairman Kevin Warsh's speech at the ECB forum, as well as the ISM Manufacturing PMI and US non-farm payroll data. Against the backdrop of low liquidity before the holiday, market volatility is expected to remain high.

QCP Capital: US-Iran Situation and Macro Events Intertwine, Market on Alert as Crypto Volatility Continues to Heat Up

HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3298 USDT, with a 24H decline of 0.23%.

【TRX falls below 0.33 USDT】HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3298 USDT, with a 24H decline of 0.23%.

TRX falls below 0.33 USDT

The Impact of the Federal Reserve on TradFi

[Why TradFi Listens to the Federal Reserve]The Impact of the Federal Reserve on TradFi

Why TradFi Listens to the Federal Reserve

According to monitoring by Beating, Tom Blomfield, YC partner and co-founder of Monzo, announced that he is temporarily leaving YC to join Anthropic. He will work with co-founder Tom Brown on compute-related tasks. The team is responsible for securing chips, cloud services, and data center resources for model training and inference. Blomfield stated that AI is entering the early stages of recursive self-improvement, and compute supply will become one of the most important issues. Blomfield is taking leave from YC and has not announced a permanent departure.

[YC Partner Tom Blomfield Leaves YC Temporarily, Joins Anthropic's Compute Team]According to monitoring by Beating, Tom Blomfield, YC partner and co-founder of Monzo, announced that he is temporarily leaving YC to join Anthropic. He will work with co-founder Tom Brown on compute-related tasks. The team is responsible for securing chips, cloud services, and data center resources for model training and inference. Blomfield stated that AI is entering the early stages of recursive self-improvement, and compute supply will become one of the most important issues. Blomfield is taking leave from YC and has not announced a permanent departure.

YC Partner Tom Blomfield Leaves YC Temporarily, Joins Anthropic's Compute Team

On July 13, QCP analysis indicated that the crypto market started the week without a clear direction. The market will focus on Tuesday's US CPI data and Federal Reserve Chairman Warsh's congressional testimony to gauge the interest rate path. Meanwhile, the US Q2 earnings season will kick off with major banks. Institutional adoption and ETF demand continue to support the crypto market, but BTC may remain range-bound until clear macro catalysts emerge.

[QCP: This Week's CPI and US Earnings Season May Impact Risk Appetite; BTC Could Stay Range-Bound in Short Term]On July 13, QCP analysis indicated that the crypto market started the week without a clear direction. The market will focus on Tuesday's US CPI data and Federal Reserve Chairman Warsh's congressional testimony to gauge the interest rate path. Meanwhile, the US Q2 earnings season will kick off with major banks. Institutional adoption and ETF demand continue to support the crypto market, but BTC may remain range-bound until clear macro catalysts emerge.

QCP: This Week's CPI and US Earnings Season May Impact Risk Appetite; BTC Could Stay Range-Bound in Short Term

According to Financefeeds, Ethereum re-staking protocol Renzo announced the integration of Chainlink price information "Chainlink Price Feeds". It is reported that Renzo initially chose to focus on stETH price data as a strategic priority.

[Renzo announces integration of Chainlink price feeds]According to Financefeeds, Ethereum re-staking protocol Renzo announced the integration of Chainlink price information "Chainlink Price Feeds". It is reported that Renzo initially chose to focus on stETH price data as a strategic priority.

Renzo announces integration of Chainlink price feeds

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Renzo announces integration of Chainlink price feeds

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