Meta、微软、高通、ARM 将于盘后公布 2026 年 Q2 财报
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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.
Samsung's foundry business is expected to secure orders from Meta and Anthropic, and is projected to return to profitability in the fourth quarter.
According to ChainCatcher, South Korean media reports that Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following its AI chip order from Tesla last year, Samsung is currently advancing its custom ASIC production collaboration with Meta and Anthropic. Meta is reportedly in talks with Samsung for a next-generation ASIC design and manufacturing contract worth over 10 trillion won. Meta's third-generation AI accelerator, "MTIA," plans to switch from TSMC to Samsung's most advanced 2nm process for mass production, with early chip architecture design handled jointly by Samsung's System LSI division to match its rapid development cycle of one generation every six months. Furthermore, US AI company Anthropic is also evaluating the use of Samsung's 2nm process to develop custom ASICs, aiming to internalize its AI infrastructure. Industry insiders point out that with the influx of AI chip orders from global tech giants, coupled with the ongoing negotiations with BYD for an automotive chip manufacturing agreement, Samsung's medium- to long-term order backlog for its wafer foundry business is expected to approach 50 trillion won, and it is expected to achieve a turnaround in operating profit in the fourth quarter of this year.
Metaplanet raked in 2,823 BTC in Q2; KWAV completely liquidated his Bitcoin holdings and shifted his focus entirely to AI.
According to ChainCatcher and BBX data, yesterday saw a stark divergence in digital asset treasury strategies among listed companies worldwide, with some aggressively building positions while others drastically reduced them. The latest real-world balance sheet adjustments are as follows: Metaplanet spent a whopping $220 million in Q2: Metaplanet Inc. (TSE: $3350) officially filed a document with the Tokyo Stock Exchange yesterday disclosing that it purchased 2,823 Bitcoins in the second quarter of 2026, paying approximately 3.589 billion yen (approximately $223 million), at an average price of approximately $78,835 per Bitcoin. This purchase increased the company's total Bitcoin holdings to 43,000 Bitcoins, with a total cost of approximately 659.26 billion yen (approximately $4.08 billion). CoinDesk also confirmed on the same day that it recorded "Bitcoin revenue generation" in Q2, but this was suppressed by the decline in Bitcoin prices, resulting in a decrease of approximately 41% compared to the previous quarter. KWAV Strategically Turns Against the Company, Completely Selling Off its Bitcoin Holdings: K Wave Media (NASDAQ: $KWAV) filed a deferred registration statement with the SEC on June 30th, indicating its complete withdrawal from its previously high-profile Bitcoin Treasury plan. All of its Bitcoin holdings have been liquidated. The company plans to redirect up to $250 million in follow-on funding, originally intended for Bitcoin purchases, to AI data centers and GPU computing infrastructure. Along with this liquidation, K Wave Media announced plans to change its name to Talivar Technologies, abandoning its former image as an Asian "Bitcoin follower." Due to the ripple effect triggered by Bitcoin's sharp decline from its $126,000 high, the company is currently considering a reverse stock split to meet Nasdaq's minimum listing maintenance requirements, hastily entering the capital-intensive AI sector.
Enda Curran: Despite weaker-than-expected non-farm payroll data, the Fed may be secretly pleased.
According to ChainCatcher, citing Jinshi, analyst Enda Curran stated that despite the weaker-than-expected non-farm payroll data, the labor market has still improved compared to last year. He believes that given the decline in oil prices and signs of stabilization in the job market, the Federal Reserve may be satisfied with the results.
Non-farm payrolls will be released today; US stock markets will be closed tomorrow.
According to Odaily Odaily, due to the US Independence Day holiday (July 3), the US June non-farm payroll data will be released earlier, at 20:30 Beijing time on July 2 (today). The U.S. stock market will be closed on Friday, July 3. Trading in CME Group's precious metals, energy, foreign exchange, U.S. Treasury bonds, and stock index futures contracts will end early at 01:00 Beijing time on July 4. Trading in ICE Futures' Brent crude oil futures contracts will end early at 01:30 Beijing time on July 4. Investors are advised to take note. (Jinshi)
Citrini analyst Jukan: MediaTek reportedly has secured Meta as an ASIC customer, following its TPU offerings.
According to a post on the X platform by Citrini analyst Jukan, Odaily Odaily, supply chain sources indicate that MediaTek has essentially secured a second ASIC customer besides Google. If all goes as planned, this customer will be Meta, previously rumored. MediaTek, as is customary, does not publicly comment on individual products, customer situations, or market rumors. While Qualcomm currently appears to have key customers such as Meta, Microsoft, and ByteDance, industry insiders believe that MediaTek's continued deepening of its cooperation with Google and its potential to secure a second customer puts it at a disadvantage. Semiconductor supply chain sources state that, considering the order prospects and generational transition pace of major cloud service providers for AI data centers and ASIC products, Google remains the most aggressive and proactive major customer. MediaTek not only has two products codenamed Zebrafish and Humufish, but according to market information and confirmation from industry insiders familiar with ASICs, its participation in the v9 generation Triggerfish is almost certain. This means that from the end of 2026 to 2028, and even into 2029, MediaTek can reliably receive revenue contributions from TPU mass production. Compared to Qualcomm's $15 billion cloud AI revenue target for 2029, it's only a matter of time before MediaTek, holding multiple TPU ASIC orders, reaches the $10 billion level. The industry is also focused on whether MediaTek can successfully secure its second major cloud service provider client. Based on earlier market information and recent supply chain confirmations, MediaTek is still actively collaborating with Meta on ASIC products, likely focusing on AI acceleration chips. Meta recently partnered with Arm and Qualcomm, but the products are all CPU-oriented, with no further concrete news regarding its self-developed AI acceleration chips. IC design industry insiders say that Meta's recent cloud AI development strategy has indeed been rather chaotic and unclear, with multiple adjustments to its internal chip development plans, seeking multiple partners and adopting different solutions in the CPU field alone. Regarding AI acceleration chips, although Meta has officially announced its collaboration with Broadcom, supply chain sources indicate that this has not interrupted the ongoing collaboration between MediaTek and Meta. IC design industry professionals also emphasized that MediaTek and Qualcomm's cloud AI development blueprints are still significantly different. MediaTek is concentrating all its resources on ASIC business, while Qualcomm plans to simultaneously promote customization and standardization, while also covering AI acceleration chips and CPU products.