BGIN, a US-listed company, successfully completed the 4nm tape-out of its first BTC ASIC chip, BT1.
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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.
Analysis: Strategy sold off its first large-scale BTC transaction in five years, but the market did not show excessive panic.
According to BlockBeats, on July 7th, Crypto Quant analyst Axel Adler Jr. reported that Strategy (formerly MicroStrategy) recently sold 3,588 BTC, worth approximately $216 million, marking the company's largest Bitcoin sale in history. However, the market did not experience a significant drop, with the BTC price remaining around $63,000. This is Strategy's first large-scale net sale since December 2022. The sale was completed in two batches: 1,363 BTC were sold between June 29th and 30th at an average price of approximately $59,256, generating $80.8 million; 2,225 BTC were sold between July 1st and 5th at an average price of approximately $60,773, generating $135.2 million, for a total of approximately $216 million. This sale is primarily intended to pay preferred stock obligations and replenish dollar reserves, and does not represent a change in Strategy's long-term Bitcoin strategy. The company currently holds approximately 843,775 BTC and approximately $2.55 billion in dollar reserves. This sale represents only about 0.4% of its holdings, indicating more liquidity management than a signal of divestment. From the derivatives market perspective, the news of Strategy's sale led to a significant cooling of sentiment in the Bitcoin futures market. The composite market index fell from the bullish zone of around 80 on July 6th to 32.6, entering the bearish zone, and at one point approached 20, indicating that leveraged funds began to shift towards a defensive stance. However, the Bitcoin price reacted only moderately, currently remaining above its 30-day fair value. The market tends to view this sale as a passive liquidity operation rather than a systematic exit from Bitcoin by Strategy. The market is currently in a "neutral to cautious" state, with relatively stable price performance, but derivatives positions have clearly weakened. If the overall market index rises back above 55, it may indicate a recovery in market risk appetite; if it remains below 45 for an extended period, it could further drag BTC down below its fair value.
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.
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Momenta, dubbed the "first stock in physics AI," has completed its IPO, with its market capitalization once exceeding HK$70 billion.
Odaily Odaily reports that Momenta, dubbed the "first stock in physical AI," has completed its IPO on the Hong Kong Stock Exchange. The offering price was HK$295.6 per share, and the public offering was oversubscribed by 414 times. The stock opened slightly higher, with its market capitalization briefly exceeding HK$70 billion. Assuming the "greenshoe option" (over-allotment option) is fully exercised, the global offering consisted of approximately 22.93 million shares, raising approximately HK$6.8 billion. According to ZhenFund, Momenta announced that its mass-produced business has surpassed 1 million units equipped with its technology.
SpaceX's marked address transferred a small amount of BTC for the first time in six months, suspected to be a test transfer.
According to BlockBeats, on July 8th, Arkham monitoring revealed that an address tagged as SpaceX transferred Bitcoin for the first time in six months. Data shows that SpaceX address 15atF initiated a test BTC transaction of approximately $88 to SpaceX address bc1q9, which appears to be a test transfer.