bloomingbit

The US Senate has put off a vote on the CLARITY Act, a cryptocurrency market structure bill.
CoinDesk reported on July 27 that Senate Majority Leader John Thune first moved ahead with confirmations for federal appointments and is now pushing a Russia sanctions bill. That has bumped the CLARITY Act off the Senate floor schedule for the time being.
The Senate must clear cloture and waiting-period requirements before taking up contested legislation. With multiple high-profile bills competing for floor time, a CLARITY Act vote appears unlikely before work on the Russia sanctions measure and other items is finished.
A vote could come as soon as next week at the earliest. The Senate is due to begin its summer recess on Aug. 8, leaving little time to act before the break.
Negotiations between Democrats and Republicans over the bill's language also remain unresolved. The main sticking point is an ethics provision that would restrict senior government officials, including President Donald Trump, from involvement in crypto-related businesses.
Talks had advanced after Trump agreed to an ethics provision limiting his own crypto-related activities. Democrats, however, are pressing for tougher language, arguing the current provision would not sufficiently curb conflicts of interest tied to Trump's crypto businesses.
Thune has said he hopes to pass the CLARITY Act before the summer recess. On whether he would move ahead with a vote, he said, "We have to see where the votes are."
Even if the Senate passes the CLARITY Act, the bill would still need House approval. Both chambers return in September, but the timeline for passing the legislation this year would become even tighter if it misses the pre-recess window, as Congress enters a lame-duck session after the November election.

Nvidia cae un 4,99%; las ADR de SK Hynix bajan un 7,47%
Las acciones estadounidenses cerraron con resultados mixtos el 27 de julio, ya que una fuerte caída en los precios del petróleo no logró compensar las persistentes preocupaciones sobre las acciones de semiconductores vinculadas a la IA. La reducción de las tensiones en Oriente Medio ayudó a que el Dow Jones Industrial Average y el S&P 500 avanzaran ligeramente, pero una amplia venta en el sector de los chipmakers, liderada por Nvidia, arrastró al Nasdaq a la baja.
El Dow subió 262,83 puntos, o 0,51%, hasta 52.210,08 al cierre en la Bolsa de Valores de Nueva York.
El S&P 500 sumó 1,20 puntos, o 0,02%, hasta 7.413,18. El tecnológico Nasdaq Composite cayó 43,74 puntos, o 0,18%, hasta 24.932,08.

Bitcoin held around $65,000 and showed relative strength even as artificial intelligence-related technology stocks weakened. Still, this week’s Federal Reserve rate decision and earnings from major technology companies could determine the market’s next direction.
CoinDesk reported on July 27 that Bitcoin was trading near $65,000, up about 4% from last Friday. Ether also touched its highest level in about two months. Nvidia, by contrast, fell 4.8% on the day, leading declines in AI-related shares, while the Nasdaq was little changed as strength in Apple, Microsoft and Google helped offset the weakness.
“The recent resilience crypto has shown during a volatile stretch for traditional risk assets is encouraging,” Joel Kruger, market strategist at LMAX Group, said. The move supports the argument that digital assets are starting to decouple, at least in part, from traditional risk assets. Kruger said Bitcoin needs to break above $67,300, a ceiling that has capped gains since June, for the next upward phase to come into view. For Ether, he added, $2,000 serves as a similar resistance level.
Tom Lee, chairman of BitMine and co-founder of Fundstrat, viewed Ether’s recent outperformance versus Bitcoin as a bullish signal for the broader crypto market. The ETH-BTC ratio, which measures Ether’s price relative to Bitcoin, climbed to its highest level in three months on July 27.
Not everyone shares that view. Nikolai Sondergaard, a senior research analyst at Nansen, said the market was merely holding in a range without strong buying pressure and was not yet moving toward a breakout. If market conditions do not improve, Bitcoin could pull back to a range of $52,000 to $58,000. About 9,000 Bitcoin left exchanges over the past week, but open interest in Bitcoin futures fell even as prices inched higher. He took that as a sign investors were reducing existing positions rather than opening new longs.
Sondergaard said Nansen would need to see three developments before turning more positive: rising stablecoin inflows to exchanges, continued buying in spot Bitcoin ETFs, and an end to stop-loss selling by long-term holders.
On this week’s calendar are the Fed’s rate decision on July 30, earnings from Microsoft, Meta, Apple and Amazon, the core personal consumption expenditures price index and second-quarter gross domestic product data. Bitcoin and Ether options worth $13 billion to $14 billion are also set to expire at the end of July.

El Nasdaq bajó después de una fuerte caída intradía.
A las 11:48 p. m. del 27 de julio, los datos de Yahoo Finance mostraron que el índice estaba un 0,55% por debajo del cierre anterior de 24.839,37.
La caída estuvo impulsada por pérdidas pronunciadas en componentes clave del índice, especialmente acciones de semiconductores. Nvidia cotizaba en 198,85 dólares, un 3,88% menos que en la sesión anterior. Los ADR de SK Hynix cayeron 7,01%, mientras que Micron bajó 4,99% y AMD perdió 6,45%.

Las acciones estadounidenses y los bonos del Tesoro subieron el 27 de julio, ya que los precios del crudo se desplomaron tras señales de que una pausa en las hostilidades entre EE. UU. e Irán podría mantenerse. Los inversores también se preparan para una semana repleta de resultados de grandes empresas y de la decisión de tipos del banco central de Estados Unidos, la Reserva Federal.
A las 10 a. m. en Nueva York, el S&P 500 subió un 0,5%, el Nasdaq Composite había ganado un 0,5% y el Dow Jones Industrial Average había avanzado un 0,9%.
El Brent de septiembre, el referente global, cayó un 6,2% a 90,79 dólares el barril después de haber escalado hasta 100 dólares la semana pasada. Los futuros del West Texas Intermediate (WTI) de EE. UU. cayeron un 5,7% a 83,83 dólares el barril. El petróleo extendió su caída después de que EE. UU. detuviera los ataques contra Irán y se reanudaran las cargas en el terminal de exportación petrolera de Kazajistán, aliviando las preocupaciones sobre la oferta.

A South Korean court ruled that virtual assets paid to employees in exchange for ending a dispute with their employer early and keeping it out of public view were taxable gratuities rather than damages.
According to the legal community on July 27, the Seoul Administrative Court's Second Administrative Division, led by Presiding Judge Kong Hyun-jin, ruled against five former employees of Ground1, now Ground X, including a plaintiff identified only as A. The suit sought to overturn tax offices' refusal to revise their comprehensive income tax assessments.
A and the other plaintiffs worked at Ground1, Kakao's blockchain affiliate, before accepting recommended resignations in September 2020 after conflicts with the company over job reassignments and organizational restructuring. In addition to severance pay, retirement consolation payments and compensation for unused annual leave, the company paid them virtual assets it had issued. After reporting and paying comprehensive income tax on the assets, they sought a reassessment and a refund of about $8 million, arguing the payment was a dispute settlement stemming from an unfair labor practice or damages. They filed suit after the tax authorities rejected the request.
The court focused on language in the resignation agreement stating that the company would provide virtual assets if the employees refrained from conduct that could damage the company's reputation, including media interviews.
The panel said the plaintiffs received the virtual assets in addition to ordinary severance pay in return for stopping conduct that could harm the company's reputation. The payment was made as a gratuity for ending the dispute early and maintaining confidentiality, the court said, making it taxable as "other income" under the Income Tax Act.
Lee In-hyuk, Hankyung.com reporter twopeople@hankyung.com

El intercambio de activos digitales BitMart se ha unido a la creciente lista de empresas de cripto que cierran en 2026 después de decidir poner fin a sus operaciones de intercambio. Este año, los cierres de servicios se han extendido por toda la industria, desde exchanges hasta proyectos de finanzas descentralizadas, o DeFi. El prolongado retroceso del mercado está impulsando una depuración más amplia en el sector de activos digitales.
BitMart dijo el 27 de julio en su sitio web oficial que planea suspender las operaciones de intercambio en fases. La empresa indicó que la decisión refleja su situación financiera, el entorno del mercado y su dirección estratégica futura.

Bitcoin volvió a subir por encima de 65.000 dólares después de que Estados Unidos e Irán contuvieron los ataques militares durante un segundo día consecutivo.
CoinDesk informó el 27 de julio que Bitcoin cotizaba en el rango de 65.000 dólares, aproximadamente un 1,2% más que 24 horas antes. Ether subió más de 3% hasta cerca de 1.950 dólares, mientras que otros tokens del top 10 por capitalización de mercado, incluidos Solana y XRP, ganaron entre 1% y 2%. En cambio, los precios internacionales del petróleo cayeron alrededor de 5%.
Estados Unidos e Irán habían acordado un alto el fuego temporal a principios del segundo trimestre después de que comenzaron los enfrentamientos a finales de febrero, pero la lucha se reanudó poco después. Según se ha informado, Irán también habría señalado que detendría sus ataques aéreos si Estados Unidos detiene su campaña de bombardeos.

U.S. spot Bitcoin and Ether exchange-traded funds posted weekly net inflows for a third straight week.
Wu Blockchain reported on July 27 that U.S. spot Bitcoin ETFs recorded net inflows of $33.79 million in the week of July 20 to July 24. U.S. spot Ether ETFs drew net inflows of $104 million over the same period, also extending their streak to three consecutive weeks.
Major altcoin spot ETFs also attracted fresh money. Spot Solana ETFs posted net inflows of $7.2 million, while spot XRP ETFs saw net inflows of $8.15 million.
By contrast, spot Hyperliquid ETFs recorded net outflows of $8.61 million during the same period.

The US Senate has about two weeks to pass the CLARITY Act, legislation that would set the market structure for digital assets, as Democrats and Republicans remain at odds over a key ethics provision.
CoinDesk reported on July 26 that lawmakers released a new amendment to the CLARITY Act combining two drafts developed separately by the Senate Banking Committee and the Senate Agriculture Committee. The revised measure includes, for the first time, an ethics provision aimed at President Donald Trump that would bar senior public officials from issuing or sponsoring their own digital assets.
The ethics provision has won White House approval, but Democratic senators have not accepted it. Under the measure, Trump would have to sell the related business within one year or place it in a blind trust, with the Justice Department responsible for enforcement. Democrats argue it is hard to trust the department to act independently while a sitting president remains in office. They also object that the provision would lapse as soon as the next president takes office, making any later retroactive application impossible. Democrats also have reason to keep the issue alive ahead of this year's midterm elections, given Trump's $1.4 billion in crypto income last year.
Backers of the bill are emphasizing the significance of the ethics language. Republican Senator Cynthia Lummis said the provision would apply not only to Trump but also to a broad range of public officials and federal judges. Patrick Witt, the White House's crypto adviser, called it the broadest ethics provision ever approved by a US president.
The procedural window is also tight. Senate aides from both parties and crypto industry officials contacted by CoinDesk expect a motion to begin debate to be filed on Monday or Tuesday. For a vote to take place before the Senate's summer recess on Aug. 7, the motion would have to be submitted no later than Wednesday. Kristin Smith, president of the Solana Policy Institute, said the recess deadline is a powerful negotiating tool.
Elizabeth Warren, the top Democrat on the Senate Banking Committee, said in a statement that the revised bill should be "thrown in the trash immediately." She cited investor protection, national security provisions and Trump's crypto conflicts of interest as reasons for her opposition. The crypto industry is urging lawmakers to pass the measure, arguing that if it fails, investor safeguards would disappear.

La Reserva Federal entra en la decisión de tasas de esta semana con la posibilidad de otro aumento que vuelve a cobrar protagonismo, ya que las crecientes tensiones en Medio Oriente y el alza de los precios del petróleo nublan las perspectivas de inflación.
Bloomberg informó el 26 de julio que la Fed celebrará la reunión de los días 28 y 29 del Comité Federal de Mercado Abierto para decidir las tasas de interés. Unas cifras de precios al consumidor más suaves de lo esperado el mes pasado habían fortalecido el argumento para una pausa. Sin embargo, esa postura se ha vuelto menos segura tras el aumento de las tensiones entre EE. UU. e Irán, que enviaron los precios del petróleo bruscamente al alza, y tras la reactivación de la preocupación de que la inflación vuelva a acelerarse.

Global financial markets this week will zero in on earnings from major US technology companies and the outcome of the Federal Open Market Committee meeting. Crypto markets are also poised to react to signals on artificial intelligence investment and the path of interest rates.
From July 27 to July 31, major US technology companies including Microsoft, Meta Platforms and Amazon.com are due to report second-quarter results. Investors are focused less on the earnings figures themselves than on capital expenditure plans, the pace of AI infrastructure spending and changes in free cash flow.
Alphabet earlier posted results that beat market expectations, but its free cash flow turned negative for the first time on record as it increased spending on AI infrastructure. That has made the hit to profitability from heavier AI investment a key variable this earnings season.
The Federal Reserve will hold its FOMC meeting on July 28-29 to set benchmark interest rates. CME FedWatch data show markets are pricing in a high probability that rates will remain unchanged. At a press conference scheduled for early July 30 in Korea, Fed Chair Kevin Warsh will be closely watched for signals on the timing of future rate cuts and the central bank's response to inflation pressures from higher oil prices.
The Middle East is another variable. If tensions between Saudi Arabia and Houthi rebels escalate, pressure on international oil prices could continue to build. That could weigh on sentiment toward risk assets.
In Chinese equities, ChangXin Memory Technologies, China's largest DRAM maker, will list on July 27. Later in the week, investors will watch the Chinese Communist Party Politburo meeting for signs of additional economic stimulus or industry support measures.

Hanwha raises Dunamu stake to 9.84%; Samsung affiliates acquire 4%
Brokerages speed up issuance and trading platforms before February law takes effect
South Korea’s securities industry is intensifying its race to secure an early lead in security tokens, or STOs, before the market enters the regulatory mainstream next February. Mirae Asset Group has taken control of Korbit, while Korea Investment & Securities, Samsung Securities and Hanwha Investment & Securities have also invested in major cryptocurrency exchanges. Exchange stakes do not automatically grant authority in the security-token business, but brokerages aim to use related technology and infrastructure in broader digital-asset ventures.
Korbit Begins Anew as Digital X Under Mirae Asset
Mirae Asset Consulting, a non-financial affiliate of Mirae Asset Group, completed its purchase of the remaining Korbit stake on July 24, raising its ownership to 97.15%, according to the financial investment industry. The company bought 28,495,701 Korbit shares for 141.37 billion won ($102.4 million), becoming the largest shareholder.
A day earlier, Mirae Asset unveiled Korbit’s new name, Digital X, and outlined plans to build an investment ecosystem spanning traditional finance and digital assets.
Park Hyeon-joo, Mirae Asset Group’s global strategy officer, wrote in a letter to employees that Digital X, under the banner of Mirae Asset 3.0, would take the lead in a sweeping wave of change. He added that the company would build a new investment ecosystem centered on tokenization of real-world assets, security tokens, stablecoins, and the integration of traditional and digital assets.
Korea Investment Joins Coinone; Hanwha and Samsung Add to Dunamu Bets
Korea Investment & Securities’ investment in Coinone recently cleared a regulatory hurdle. On July 22, the Financial Intelligence Unit under the Financial Services Commission accepted a filing for a change in Coinone’s largest shareholders involving Korea Investment & Securities and OKX Ventures, the investment arm of global cryptocurrency exchange OKX. The two companies each invested 80 billion won ($58 million) for stakes of about 20%, becoming joint third-largest shareholders.
Korea Investment & Securities plans to combine Coinone’s blockchain technology with its own capabilities in financial product structuring and internal controls to expand into digital-finance businesses including security tokens and stablecoins. In May, it sent requests for proposals to major operators to build its own security-token issuance platform covering conventional financial products such as bonds and money-market funds.
Investment in Dunamu has been concentrated among Hanwha Investment & Securities and Samsung affiliates in finance and information technology. Hanwha Investment & Securities bought an additional 3.90% stake in Dunamu in June for about 597.8 billion won ($433 million). That increased its holding from 5.94% to 9.84%, making it the third-largest shareholder after Dunamu Chairman Song Chi-hyung and Vice Chairman Kim Hyeong-nyeon.
This month, Hanwha also invested about 30 billion won ($21.7 million) in Digital Asset, the operator of the Canton Network, a financial blockchain backed by Goldman Sachs and the Depository Trust & Clearing Corp. It has also made a series of earlier investments in companies tied to digital-asset data, wallets and real-world-asset tokenization. Hanwha is developing a digital-asset platform called DAP for launch next year to support investment in assets including real estate, intellectual property and unlisted shares.
Samsung Securities, Samsung SDS and Samsung Card also decided in May to buy 1.39 million Dunamu shares held by a Kakao affiliate for a combined 612.8 billion won ($444.1 million). The deal would give Samsung Securities a 2% stake, while Samsung SDS and Samsung Card would each hold 1%. Samsung Securities plans to cooperate with Dunamu on security-token issuance and distribution as well as virtual-asset services. Samsung SDS will focus on blockchain-based financial infrastructure, and Samsung Card on payments.
Security-Token Rules Arrive Next February, Fueling Platform Buildout
Revisions to the Electronic Securities Act and the Capital Markets Act, which provide the legal basis for security tokens, passed the National Assembly in January. The amended laws are due to take effect next February, one year after promulgation. They will allow distributed-ledger-based securities ledgers and permit brokerage of investment-contract securities, whose distribution through securities firms had previously been restricted.
Large brokerages are moving not only to acquire stakes in cryptocurrency exchanges but also to build security-token issuance infrastructure. Mirae Asset Securities has completed a security-token mainnet through the Next Finance Initiative, or NFI, a consortium formed with Hana Financial Group and SK Telecom. Samsung Securities has also recently sent requests for proposals to major operators to build its own security-token platform.
Shinhan Securities signed a memorandum of understanding in February with Nextrade and seven major fractional-investment companies to cooperate on issuance and distribution in the fractional-investment market. NH Investment & Securities is preparing its business through the STO Vision Group, which includes 12 companies such as NongHyup Bank and K Bank. KB Securities is pursuing tokenization of traditional financial assets including corporate bonds, funds and trust beneficiary certificates.
In the secondary market, KDX and the NXT consortium are competing after receiving preliminary approval in February for over-the-counter fractional-investment exchanges. Both aim to apply for full approval in August and are building trading systems.
For now, brokerages remain in the market-entry phase, focused on buying exchange stakes and building platforms. For the security-token market to take root, the industry will need a steady supply of investable products and a reliable framework for valuing underlying assets.
Lee Jeong-hwan, a professor in the division of economics and finance at Hanyang University, said amendments to the Electronic Securities Act and the Capital Markets Act have made the formal adoption of security tokens more tangible, prompting brokerages to treat the sector as a future growth business and move early to capture market share. More competition among securities firms could broaden the range of products and services available to investors while lowering fees, he added.
Lee also said investors should remain cautious because many security tokens are backed by assets that are harder to value than shares in listed blue-chip companies such as Samsung Electronics and SK Hynix. Investors need to look beyond the name recognition of brokerages and platforms and closely examine the value of the underlying asset, the profit structure and the likelihood of trading.
Kim Yeon-ji, Hankyung.com reporter kongzi@hankyung.com

▶ 27 de julio (lun.): Pedidos de bienes duraderos de EE. UU. de junio (9:30 p. m. hora de Corea) ▶ 28 de julio (mar.): Reunión de la OPEP (7 p. m. hora de Corea); Balanza comercial de EE. UU. (9:30 p. m. hora de Corea) ▶ 29 de julio (mié.): Inventarios de crudo de EE. UU. (11:30 p. m. hora de Corea) ▶ 30 de julio (jue.): Decisión de la tasa de la Fed (3 a. m. hora de Corea); Declaración del Comité Federal de Mercado Abierto (3 a. m. hora de Corea); PIB preliminar de la UE (6 p. m. hora de Corea); Decisión de la tasa del Banco de Inglaterra (8 p. m. hora de Corea); PIB preliminar del segundo trimestre de EE. UU. (9:30 p. m. hora de Corea); Índice de precios de los gastos de consumo personal de EE. UU. de junio (9:30 p. m. hora de Corea); Solicitudes iniciales de subsidio por desempleo de EE. UU. (9:30 p. m. hora de Corea) ▶ 31 de julio (vie.): Decisión de la tasa del Banco de Japón (mediodía hora de Corea); Índice de precios al consumidor de la UE de julio (6 p. m. hora de Corea) ▶ 27 de julio (lun.): ▶ 28 de julio (mar.): Asociación de HashKey (HSK) con Morpho ▶ 29 de julio (mié.): ▶ 30 de julio (jue.): Llamada de analista de Ether.fi ▶ 31 de julio (vie.): Programa de recompensas por delegación de Ethereum Name Service (ENS); Conclusión de la ronda Retro9000 C-Chain de Avalanche (AVAX); Lanzamiento de la versión v0.75 de Consensus Node de Hedera (HBAR)