OranjeBTC 回购逾 390 万股 OBTC3，周度 BTC Yield 达 2.68%
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Binance launches BTC Yield, a BTC-based yield strategy product designed for BTC holders.
Odaily Odaily reported on July 7th that Binance announced the launch of a new advanced wealth management product, BTC Yield. BTC Yield is an open-ended yield strategy product denominated in BTC, designed for long-term holders who want to explore potential yield opportunities in Bitcoin without frequent market trading. BTC Yield is one of the first Bitcoin covered call option yield products launched by a mainstream cryptocurrency trading platform for both general and institutional users, demonstrating Binance's continued expansion from a trading platform into a broader financial super application. Shunyet Jan, Head of Exchange and Trading at Binance, said, “BTC Yield further enriches the product options Binance offers its users, allowing them to realize the value of digital assets in more ways. Covered call option strategies are quite mature in traditional financial markets, but direct participation by ordinary investors is usually quite difficult. BTC Yield simplifies this strategy, making it easier for Bitcoin holders who want to capture potential returns without frequent market trading to participate.” To celebrate the launch of BTC Yield, Binance Wealth Management is launching a limited-time promotion where eligible BTC Yield subscribers will have the chance to share a prize pool of 100,000 USDC.
Metaplanet added 2,823 BTC in Q2; RWA platform Securitize officially listed on the NYSE.
According to ChainCatcher and BBX data, early last week, Asia's largest listed BTC reserve holder announced record-breaking quarterly BTC purchases, and the world's largest RWA tokenization platform officially listed on the New York Stock Exchange. Key developments are as follows: Metaplanet Inc. (TSE: 3350) officially disclosed its Q2 2026 Bitcoin accumulation data on July 1st: It purchased 2,823 BTC at an average price of approximately $78,872 (35.4886 billion yen) throughout the quarter, totaling approximately $225 million. As of June 30th, its total holdings rose to 43,000 BTC, with a total cost of approximately $4.09 billion (overall average price of $95,209). The unique aspects are as follows: The company's dedicated Bitcoin options trading business generated revenue of $10.95 million in Q2. After directly deducting the cost of Bitcoin purchases from this revenue, the effective net average purchase price was approximately $75,032 per coin (still a discount compared to the current market price of approximately $61,000, but saving approximately 4.8% compared to the nominal average price of $78,872); H1 2026 options revenue totaled $29.2 million, with trailing 12-month options revenue of $70.7 million; Q2 BTC Yield (Bitcoin holdings/effective diluted share capital ratio) increased by 6.6% year-on-year; the funds for Bitcoin purchases this quarter came from credit lines, ordinary bond issuance, and options revenue, without using equity dilution methods. The company also disclosed that it has reached an agreement to acquire Siiibo Securities, a licensed Class 1 securities firm in Japan, and include it in its "Project Nova" strategic expansion plan. Securitize Corp. (NYSE: $SECZ) officially completed its SPAC merger with Cantor Equity Partners II ($CEPT) in early July and began trading on the New York Stock Exchange, becoming the world's first NYSE-listed company with tokenized asset infrastructure as its core business. According to CoinDesk, on its first day of trading on the NYSE, the company simultaneously tokenized $295 million of its own stock and deployed it on the Solana and Avalanche blockchains. This is the largest issuer-led tokenized stock offering to date—Securitize uses its own stock as a tokenization case to counter competitors' third-party synthetic token solutions (i.e., derivative structures with indirect ownership). The company previously managed over $4 billion in tokenized assets and established deep partnerships with NYSE, BlackRock, Computershare, Jump Trading, and others. Q1 2026 revenue was $19.5 million. After its IPO, $SECZ will serve as a valuation benchmark for the RWA tokenization sector, alongside Coinbase (Base Chain) and Galaxy Dig.
Since the end of June, a certain address has accumulated a position of 19,725.38 ETH and 161.35 WBTC.
PANews reported on July 4th that, according to on-chain analyst Ai Yi, the new address 0x268…47643 withdrew another 61.35 WBTC half an hour ago. Since June 30th, it has accumulated a position of 19,725.38 ETH and 161.35 WBTC, with a total value of $41.5 million. The investment at the low point has already yielded a floating profit of $3.59 million.
Strategy, holding 847,363 BTC, was advised to generate income through lending or options rather than selling BTC.
According to a research report published on July 3rd by Alex Thorn, Head of Research at Odaily Digital, Strategy should explore generating revenue from its BTC holdings rather than directly selling physical BTC. Strategy previously launched a five-part Digital Credit Capital Framework, including a dollar reserve policy, a revised STRC dividend policy, a $1 billion preferred stock buyback mandate, a $1 billion MSTR stock buyback mandate, and a BTC monetization plan, increasing the STRC annual dividend yield from 11.5% to 12%. Strategy currently holds 847,363 BTC and has raised over $1 billion through common stock sales, extending its cash coverage period to approximately 17 months. Thorn stated that Strategy could use a small portion of its BTC for conservative lending or options strategies, generating revenue while retaining most of its upside exposure. Strategy still faces preferred stock obligations and $6.7 billion in outstanding convertible debt maturing in 2027 and 2028. (Bitcoin.com News)
Strategy launches digital credit capital framework, establishes BTC monetization plan and two $1 billion buyback programs.
According to ChainCatcher, Strategy announced a new Digital Credit Capital Framework (DCF) in its 8-K filing with the U.S. SEC, comprising five core components: a U.S. dollar reserve policy, adjustments to the STRC dividend policy, a preferred stock buyback program, a common stock buyback program, and a BTC monetization program. Under the U.S. dollar reserve policy, reserves can only be used to pay preferred stock dividends and debt interest, and management must maintain reserves sufficient to cover expected dividend and interest payments for at least the next 12 months. As of June 28, the U.S. dollar reserve balance was $2.55 billion. Regarding STRC dividends, the company will dynamically assess the dividend yield monthly, taking into account factors such as trading price, market yields, credit spreads, and Bitcoin price volatility, and will not increase the dividend solely because the STRC trading price is below par value. The company also announced an increase in the annualized STRC dividend yield to 12%, effective July 1. Regarding the share repurchase program, the company has established two repurchase mandates, each with a limit of US$1 billion, to repurchase STRC, STRF, STRD, and STRK preferred shares and Class A common shares, respectively. STRC is the primary target of the preferred share repurchase program. Neither repurchase program will utilize US dollar reserves. In addition, the company's board of directors has authorized a BTC monetization program, allowing the company to raise up to US$1.25 billion through the sale of Bitcoin to replenish US dollar reserves, pay preferred share dividends and interest expenses, or fund the aforementioned repurchase programs.
Bitcoin speculators keep BTC price ‘pinned’ below $68.7K: Glassnode
Bitcoin’s weakness near range highs stems from short-term holders trying to break even on underwater BTC investments, Glassnode says.