持股增至 1.36 亿股，Capital Group 成为 Metaplanet 最大股东
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Citigroup: The trend of foreign capital outflow from the South Korean stock market is likely to continue.
According to Mars Finance, on July 1st, Citigroup pointed out that although the outlook for South Korea's current account surplus has improved, the outflow of funds from the South Korean stock market, dominated by foreign investors, is likely to continue. Citigroup economist Jin-Wook Kim wrote in a report that driven by portfolio rebalancing and profit-taking, foreign equity outflows accelerated to $30.5 billion in June, compared to $27.9 billion the previous month. As of the end of June, foreign investors' share of the South Korean stock market had risen from 32.9% in December to 38.9%.
Hengdian Capital makes a strategic investment of 200 million yuan in Tianbing Technology
Mars Finance reported on July 7th that Hengdian Capital, a subsidiary of Hengdian Group, recently announced the completion of a 200 million yuan strategic investment in Tianbing Technology, a private commercial rocket company. Tianbing Technology's existing shareholders include national-level capital firms such as CICC Capital and China Orient Capital. Hengdian Capital stated that this investment reflects its confidence in the long-term development of commercial aerospace and the company's technological barriers. It will subsequently leverage Hengdian Group's internal industrial resources to empower rocket R&D and mass production, as well as the group's overall industrial upgrading. Hengdian Capital focuses on Hengdian Group's four major industries: electrical and electronic engineering, pharmaceuticals and healthcare, film and television tourism, and modern services. This investment is also an important step in its strategic positioning of key companies in the commercial aerospace industry chain. (Venture Capitalist CLUB)
Strategy sold over $200 million worth of BTC in a single week, while Metaplanet made its first BTC purchase in ten weeks.
According to data from SoSoValue, as of 8:00 AM Odaily on July 6, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $10.57 million, a decrease of 27.85% compared to the previous week. Strategy (formerly MicroStrategy) sold 1,363 bitcoins for approximately $80.8 million on June 30, at an average price of $59,256, reducing its holdings to 846,000 bitcoins; on July 5, it sold another 2,225 bitcoins for approximately $135 million, at an average price of $60,773, further reducing its holdings to 843,775 bitcoins. For the first time in 10 weeks, Japanese listed company Metaplanet announced an investment of $225 million to purchase 2,823 bitcoins at a price of $79,664, bringing its total holdings to 40,177 bitcoins. In addition, two other companies purchased Bitcoin last week. Brazilian Bitcoin company OrangeBTC announced on July 5th that it purchased 1 Bitcoin, the exact amount of which was not disclosed, bringing its total holdings to 3,897 Bitcoins. Asset management company Strive announced on July 6th that it spent $1.68 million to purchase 17.76 Bitcoins at a price of $64,761, bringing its total holdings to 19,882 Bitcoins. As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 1,141,812, a decrease of 0.04% compared to last week. The current market value is approximately $70.3 billion, accounting for 5.7% of Bitcoin's circulating market capitalization.
Lenovo has established a new company in Dongguan with a registered capital of 1 million yuan.
According to Mars Finance, Tianyancha App shows that Dongguan Laidianku Technology Co., Ltd. was recently established. The legal representative is Fan Ruijuan, the registered capital is 1 million RMB, and the business scope includes the development of artificial intelligence application software, software development, wholesale of computer software and hardware and auxiliary equipment, etc. It is wholly owned by Laidianku Technology Co., Ltd., a subsidiary of Lenovo Group.
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.
Galaxy Research Head: Strategy Capital's strategy buys time, but structural pressures remain.
PANews reported on July 5th that Alex Thorn, Head of Research at Galaxy, stated that Strategy (MSTR)'s recent capital management reforms have effectively alleviated market concerns about liquidity and preferred stock system pressures in the short term, but are more about "buying time" than fundamentally solving structural problems. Thorn emphasized that the core issue is not whether Strategy has enough BTC (approximately 847,000 coins), but rather that insufficient dollar liquidity is needed to cover preferred stock and capital structure obligations without harming the interests of any party, leading to a squeeze on the interests of various shareholder groups.