Blockonomi

TLDR:
Arus masuk bersih stablecoin Binance ETH turun 518% secara mingguan, 347% bulanan, dan 728% dibanding baseline triwulanan.
Tingkat staking ETH naik secara bertahap dari 33,44% menjadi 33,90%, menandakan penguncian aset secara bertahap.
Biaya jaringan yang dibakar mingguan melonjak 48%, tetapi masih 54% di bawah level rata-rata 90 hari.
Penutupan harian di atas $2.150 diperlukan untuk mengonfirmasi pembalikan struktur bullish untuk ETH.
Ethereum diperdagangkan antara $1.840 dan $1.953 selama dua minggu terakhir. Kini berada di sekitar $1.908. Tingkat staking jaringan naik secara bertahap dari 33,44% menjadi 33,90%.

TLDR:
Strategy membukukan kerugian bersih sebesar $8,22 miliar pada Q2 2026 akibat perubahan nilai wajar bitcoin.
Aset bitcoin mencapai 843.775 BTC per 26 Juli 2026, naik 25% year to date pada 2026.
Utang konversi turun menjadi $6,71 miliar setelah Strategy membeli kembali obligasi dengan diskon.
Cadangan USD tumbuh menjadi $3,75 miliar, mencakup lebih dari 2,1 tahun kewajiban dividen.
Strategy melaporkan kerugian bersih $8,22 miliar untuk kuartal kedua 2026, didorong oleh perubahan nilai wajar yang terkait dengan kepemilikan bitcoin.
Perusahaan kini memiliki sekitar 843.775 BTC per 26 Juli 2026, naik 25% year to date. Meski mengalami kerugian, Strategy memperkuat neraca dan mengurangi utang selama periode tersebut.

TLDR
Strategy shares rose 4.73% despite an $8.22 billion second-quarter net loss.
Bitcoin holdings reached 843,775 as Strategy expanded its treasury in 2026.
Strategy raised $17.06 billion through its capital programs by late July 2026.
The company grew its dollar reserve to $3.75 billion for future obligations.
Strategy repurchased discounted STRC shares while keeping MSTR buybacks open.
Strategy Inc. (MSTR) shares rose 4.73% to $97.74 Thursday, despite the company reporting a major second-quarter loss. The stock later slipped 0.45% to $97.30 after hours following the earnings release. However, stronger capital reserves and expanded bitcoin holdings supported the market response.
Strategy Inc, MSTR
Bitcoin Holdings Expand During Market Decline
Strategy held 843,775 bitcoin as of July 26, marking 25% growth since the year began. The holdings carried a $63.69 billion cost basis and a $54.77 billion market value. The company recorded a large unrealized loss after bitcoin traded below its average purchase price.
The company reported an $8.22 billion net loss, compared with a $10.02 billion profit one year earlier. Meanwhile, operating losses reached $8.33 billion because digital asset values fell during the quarter. Preferred dividends also reduced common shareholder results by $400.7 million during the reporting period.
Still, Strategy achieved a 4.5% bitcoin yield and a 29,997 bitcoin gain during 2026. The company valued that gain at $1.95 billion using bitcoin’s July 27 market price. Strategy also sold $218.4 million of bitcoin to help fund preferred dividend payments.
Capital Raising Strengthens Strategy’s Balance Sheet
Strategy raised $17.06 billion through at-the-market programs during 2026 through July 26. It collected $8.41 billion during the second quarter and another $1.28 billion afterward. Consequently, the company expanded its funding options despite weaker bitcoin prices and heavy accounting losses.
In May, Strategy repurchased $1.50 billion of convertible notes for about $1.38 billion in cash. That transaction reduced outstanding convertible debt from $8.21 billion to $6.71 billion. The company completed the purchase at an estimated 8% discount to face value.
Strategy also established a $1 billion MSTR repurchase program, although it has made no purchases. Management may use the program when shares trade below its view of intrinsic value. Moreover, the company added new measures covering credit costs and net bitcoin per share.
Digital Credit Program Supports Dividend Coverage
Strategy increased its dollar reserve to $3.75 billion by July 26. The reserve covers more than 2.1 years of preferred dividends and interest payments. This buffer supports the company’s credit structure while bitcoin remains below its average acquisition cost.
The company raised $7.53 billion through STRC issuances during 2026, representing 254% growth. It also increased STRC’s dividend rate to 12% to support trading near $100. Strategy plans regular repurchases while STRC remains below its stated value.
Between July 20 and July 26, Strategy repurchased 288,930 STRC shares for $25 million. The purchases represented $28.9 million in stated value and an average price of $86.53. Strategy still has about $975 million available under its digital credit securities program.

The post Strategy (MSTR) Stock: Surges as Bitcoin Holdings Reach 843,775 Despite $8.22B Q2 Loss appeared first on Blockonomi.

TLDR
Saham Amazon melonjak setelah pendapatan kuartalan naik 20% menjadi $200,6 miliar.
Penjualan AWS melonjak 37% karena permintaan layanan cloud menghadirkan pertumbuhan tercepat dalam 18 kuartal.
Pendapatan operasi naik menjadi $27,5 miliar sementara laba AWS mencapai $16,6 miliar.
Keuntungan investasi Anthropic mendorong pendapatan bersih kuartalan Amazon menjadi $62,6 miliar.
Belanja infrastruktur yang besar mendorong arus kas bebas menjadi defisit $7,6 miliar.
Saham Amazon naik 3,90% menjadi $235,50 sebelum kemudian menguat 6,37% pada perdagangan setelah jam bursa menjadi $250,49. Kenaikan ini mengikuti pendapatan kuartal kedua yang lebih kuat, laba operasional, dan pertumbuhan cloud. Amazon juga melaporkan kenaikan yang luas di seluruh ritel, periklanan, chip, dan layanan kecerdasan buatan selama kuartal tersebut.

TLDR
Saham RCAT melonjak 9,08% setelah mengamankan kontrak drone Angkatan Udara AS senilai $2,49 juta.
Teal Drones akan memasok sistem Black Widow, pelatihan, suku cadang, dan dukungan.
Pasukan Keamanan Angkatan Udara akan menilai Black Widow sebagai calon penerus Teal 2.
Black Widow sudah menjadi platform drone jarak pendek pilihan untuk Angkatan Darat AS.
Pengujian yang berhasil dapat membuka peluang penggantian armada yang lebih luas bagi Angkatan Udara.
Saham Red Cat Holdings (RCAT) naik 9,08% menjadi $7,39 setelah Teal Drones mengamankan kontrak Angkatan Udara senilai $2,49 juta. Penghargaan tersebut mencakup drone Black Widow, pelatihan, baterai, suku cadang, dan pengiriman untuk sebuah penilaian. Kenaikan ini mendorong RCAT mendekati level tertinggi sesi.

TL;DR
Saham Citigroup menguat ketika Citi memperluas akses premium dining dengan Mastercard.
The Curated Table kembali dengan acara-acara besar di New York, Austin, dan Miami.
Pemegang kartu Strata Elite mendapatkan akses ke fashion, balap, seni rupa, dan tempat makan.
Tiket mulai dari $100, sementara paket premium menambahkan akses eksklusif ke pertunjukan runway.
Citi menghubungkan imbalan kartu dengan perjalanan premium, dining, dan pengalaman budaya.
Saham Citigroup (C) naik 3,73% menjadi $131,87 setelah memperluas rangkaian premium dining bersama Mastercard untuk pemegang kartu. Perusahaan akan menggelar tiga acara besar yang terkait dengan fashion, motorsport, dan seni selama musim gugur 2026. Program ini memperkuat dorongan Citi untuk menghubungkan imbalan kartu kredit dengan pengalaman gaya hidup.

TLDR:
The XRP staking scam allegedly took 3.4 million XRP from 71 investors, while police estimate total losses could ultimately approach $19 million.
Investigators say the fraudulent FXRP Network site promised monthly returns of 1.5% to 1.8% while misusing a legitimate asset name.
Seoul police froze about 17.3 billion won in virtual assets within three days after overseas exchanges flagged a cluster of complaints.
Two suspects are detained, another was arrested, and authorities requested an Interpol Red Notice for the alleged overseas ringleader.
Seoul police arrested three suspects in an XRP staking scam. It targeted 71 investors through a fraudulent online platform. Investigators say victims transferred 3.4 million XRP, valued near 12.3 billion won when the theft occurred during the scheme. That amount equals roughly $8.5 million, while potential losses may reach 27.3 billion won, or almost $19 million.
Two suspects were detained, while another was arrested without detention. Authorities are also pursuing an alleged ringleader believed to be overseas. Police warned investors against guaranteed returns and unverified services. These schemes often use legitimate blockchain project names to gain retail trust in Korea.
How the XRP Staking Scam Exploited a Real Asset Name
The suspects allegedly opened the FXRP Network website on October 16, 2025. It operated for only one week before disappearing on October 23.
The service claimed users could earn monthly returns between 1.5% and 1.8%. Promoters said deposits would support staking through FXRP, a genuine XRP-linked asset connected to Flare Network. Police said the website had no legitimate relationship with either project. That distinction was not disclosed to victims before they approved transfers through the promoted online service.
Investigators believe the group timed the XRP staking scam around growing public attention toward FXRP. That timing helped the XRP staking scam appear connected to a real product launch. The promised returns also exceeded rates commonly available through legitimate digital asset services.
Promotion spread across Naver Blog, Naver Knowledge iN, Tistory, Wikipedia, online articles, and YouTube. Some posts falsely stated that FXRP staking required transfers through Binance. Other videos used channel names resembling Upbit Developer and Ripple XRP.
Actors reportedly followed prepared scripts that directed victims through each transfer. This approach gave the instructions a professional appearance and reduced suspicion during the payment process.
Victims first moved XRP from domestic exchanges to overseas platforms. They then sent funds into wallets controlled by the suspects. Police believe this structure was designed to avoid South Korea’s Travel Rule checks.
Those rules require sender and recipient verification for virtual asset transfers above one million won. After receiving the XRP, the group allegedly sold it through over-the-counter traders. The proceeds were then converted into Korean won.
Police Trace XRP Staking Scam Funds Across Exchanges
Overseas exchanges alerted Seoul police after several FXRP staking complaints appeared within a short period. Investigators then used blockchain records to follow transfers across wallets and trading platforms.
Within three days of receiving the intelligence, authorities froze about 17.3 billion won in virtual assets. The frozen amount exceeded losses confirmed from the 71 victims. Police are examining whether assets include proceeds from additional cases.
Three suspects have been arrested under laws covering aggravated economic crimes, fraud, and unauthorized deposit-taking activities. Two were detained. Investigators described the suspects as friends who divided responsibilities across the operation.
Authorities have also secured an arrest warrant for the suspected ringleader. An Interpol Red Notice was requested after investigators determined that he was staying abroad. Police continue to review the roles of people who built, advertised, or managed the fake staking platform.
The XRP staking scam also highlights the risks surrounding yield products that borrow names from established blockchain networks. FXRP is a real asset associated with Flare, but the XRP staking scam was not an official service.
Police urged users to verify platform domains, ownership details, and project announcements before transferring tokens. Guaranteed monthly returns should receive added scrutiny, especially when deposits require several exchange transfers.
XRP traded near $1.09 on July 30, rising about 1.7% during the day. Immediate support stood near $1.0744, while the 20-day exponential moving average near $1.0963 marked the first resistance level. The investigation has not linked Ripple, XRP, Flare Network, or legitimate FXRP services to the alleged fraud.
The post XRP Staking Scam Hits 71 Investors as Losses Near $19 Million appeared first on Blockonomi.

TLDR
Blackstone acquires DarkVision to expand industrial inspection technology reach.
DarkVision strengthens Blackstone’s energy transition technology portfolio.
AI-powered ultrasound imaging boosts Blackstone’s industrial technology assets.
Blackstone expands infrastructure technology through DarkVision acquisition.
DarkVision deal supports industrial inspection and infrastructure reliability.
Blackstone Inc. traded at $128.64, down 0.59%, after announcing a definitive agreement to acquire DarkVision Technologies. The acquisition will be completed through funds managed by Blackstone Energy Transition Partners. The transaction expands Blackstone’s industrial technology portfolio with advanced infrastructure inspection capabilities.
Blackstone Inc., BX
Blackstone Adds Advanced Inspection Technology Through DarkVision Acquisition
Blackstone Energy Transition Partners agreed to acquire DarkVision from Koch Engineered Solutions, a business unit of Koch Inc. The companies did not disclose the transaction value. The deal remains subject to customary closing conditions.
Founded in 2013, DarkVision develops advanced ultrasound imaging systems for industrial infrastructure inspections. The company operates from North Vancouver, British Columbia, and employs about 300 people. It serves customers across energy and industrial markets worldwide.
DarkVision combines imaging sensors, silicon chips, artificial intelligence models, and visualization software within one technology platform. Its systems transform ultrasound data into detailed three-dimensional images. Operators can identify defects and assess infrastructure conditions more accurately.
Acquisition Supports Energy Transition and Industrial Growth
The acquisition strengthens Blackstone’s Energy Transition Partners investment strategy across industrial and energy infrastructure markets. The platform has invested more than $29 billion in energy-related businesses globally. The addition of DarkVision expands its technology-focused portfolio.
DarkVision’s inspection platform helps operators detect equipment defects before failures occur. The technology also supports maintenance planning and improves operational efficiency. Industrial companies can strengthen asset reliability and reduce unexpected downtime.
The transaction also expands Blackstone’s presence in industrial software and infrastructure technology. DarkVision will continue developing advanced ultrasound inspection solutions after the acquisition closes. Blackstone plans to support the company’s future commercial growth and product development.
Background Highlights Strategic Expansion
Blackstone manages more than $1.3 trillion in assets across private equity, infrastructure, credit, real estate, and other investment strategies. The firm regularly invests in businesses with scalable technology platforms. It continues expanding investments tied to industrial modernization and energy transition.
Koch Engineered Solutions supported DarkVision’s technology expansion before the agreement. During that period, the company broadened its inspection capabilities and strengthened customer relationships across global industrial markets. Those developments increased the company’s presence within critical infrastructure inspection.
Financial advisors included Stifel and Guggenheim Securities for Blackstone and Evercore for DarkVision. Legal advisors represented both companies throughout the transaction process. Following regulatory approvals and customary closing requirements, Blackstone will add DarkVision to its Energy Transition Partners portfolio.
The post Blackstone (BX) Stock: Backs DarkVision to Accelerate Growth in Industrial Inspection Solutions appeared first on Blockonomi.

TLDR
Nvidia dilaporkan terkait dengan kesepakatan perjanjian sewa Texas senilai $19,6 miliar milik Hut 8
Dua sewa milik Hut 8 mencakup kapasitas pusat data AI yang direncanakan sebesar 704 MW di Texas
Kenaikan nilai headline sebesar $50,2 miliar bergantung pada opsi perpanjangan sewa di masa depan yang digunakan
Saham NVDA diperdagangkan pada $193,43 setelah sempat mendekati $197,50 selama sesi
Dukungan NVDA berada di dekat $192,50 dan $190,01, sementara resistansi di $195,02
Nvidia Corporation (NVDA) Saham naik 1,80% menjadi $193,43 seiring laporan yang mengaitkan Nvidia dengan sewa pusat data Texas milik Hut 8. Saham sempat mendekati $197,50 sebelum turun kembali selama sesi. Perjanjian yang diberitakan menghubungkan Nvidia dengan nilai sewa nilai dasar sebesar $19,6 miliar.

Poin-poin Utama
Saham ICE turun 1,26% setelah pengumuman akuisisi MarketAxess senilai $6 miliar.
Transaksi seluruhnya berbentuk kas ini menawarkan investor MarketAxess $167 per saham.
Kesepakatan ini memperluas kehadiran ICE di segmen pasar obligasi ritel maupun institusional.
Sinergi biaya tahunan sebesar $100 juta diperkirakan akan terealisasi dalam waktu tiga tahun setelah penutupan.
Penyelesaian transaksi diproyeksikan pada paruh pertama tahun 2027, dengan syarat persetujuan regulasi.
Saham Intercontinental Exchange (ICE) turun 1,26% menjadi $152,34 setelah perusahaan mengumumkan akuisisi besar di bidang pendapatan tetap. Operator pasar keuangan tersebut mengungkapkan rencana untuk membeli MarketAxess melalui penawaran seluruhnya berbentuk kas sebesar $167 per saham. Transaksi ini memberikan MarketAxess valuasi ekuitas sekitar $6,0 miliar, dengan nilai perusahaan mencapai $5,7 miliar.

Sorotan Utama
Saham IBM turun 1,98% meskipun sebuah pencapaian terobosan dalam komputasi kuantum diumumkan.
Prosesor Heron berhasil mensimulasikan materi kuantum melampaui kemampuan komputasi klasik.
Algorithmiq mengembangkan metode verifikasi untuk memvalidasi keluaran kuantum tanpa benchmark tradisional.
Kinerja yang konsisten di berbagai kondisi gangguan menunjukkan keandalan dalam pemrosesan kuantum.
Rilis alat monoprop open-source memungkinkan validasi independen atas klaim keunggulan kuantum.

Ringkasan singkat (TLDR)
Saham HOLO melonjak 4,51% menjadi $1,6199 di tengah kabar tentang jaringan saraf kuantum neural quantum.
DSQ-Net memadukan jaringan saraf berdenyut (spiking) dengan rangkaian kuantum variasional secara langsung.
Sistem baru mempertahankan tingkat akurasi lebih dari 90% pada gambar uji yang tidak terlihat dengan kondisi berisik.
Lapisan kuantum menargetkan peristiwa spiking yang tidak dapat dibedakan (non-differentiable) untuk meningkatkan kemampuan pelatihan (trainability) sekarang.
Teknologi ini menyoroti penggunaan untuk inspeksi industri, sistem lalu lintas, dan perangkat edge.
Saham MicroCloud Hologram (HOLO) naik 4,51% menjadi $1,6199 pada perdagangan Kamis pagi. Kenaikan ini terjadi setelah perusahaan mengumumkan Deep Spiking Quantum Neural Network yang dibangun khusus untuk klasifikasi gambar yang bising (noisy). Teknologi tersebut menandakan langkah baru yang disengaja untuk menggabungkan komputasi kuantum dengan metode rekayasa neuromorfik.

TLDR
Vita Coco memperluas tur Pit Stain Pit Stop ke empat kota besar di AS pada bulan Agustus.
COCO memperluas jangkauan merek musim panas melalui kampanye pengalaman yang berfokus pada hidrasi.
Sampel gratis dan stasiun pengabut mendukung jangkauan konsumen nasional Vita Coco.
Penampilan Josh Hart meningkatkan visibilitas saat Vita Coco memperluas kampanye hidrasi.
COCO memperkuat keterlibatan konsumen melalui acara hidrasi musim panas yang interaktif.
Perusahaan The Vita Coco Company, Inc. diperdagangkan pada harga $66,80, turun 1,09%, setelah mengumumkan kampanye pemasaran musim panas AS yang lebih luas. Perusahaan akan memperluas aktivasi Pit Stain Pit Stop di empat kota besar selama bulan Agustus. Inisiatif ini mendukung visibilitas merek sekaligus mempromosikan air kelapa sebagai opsi hidrasi saat cuaca panas.

Sorotan Utama
Integrasi model AI Gemini ke dalam Oracle’s AI Agent Studio untuk aplikasi tingkat perusahaan.
Peningkatan kemampuan untuk fungsi multimodal, termasuk otomatisasi, analisis, dan pembuatan konten.
Kerangka seleksi model yang strategis dengan memprioritaskan efisiensi, performa, dan pertimbangan anggaran.
Lonjakan besar bagi posisi kompetitif Oracle dalam solusi perusahaan berbasis cloud.
Perluasan jangkauan pasar Google Cloud melalui jaringan klien perusahaan Oracle yang luas.
Saham Oracle (ORCL) mengalami lonjakan yang signifikan sebesar 6,81%, ditutup pada $125,76, setelah pengumuman kerja sama kecerdasan buatan (AI) yang ditingkatkan dengan Google Cloud. Ekspansi strategis ini menghadirkan model AI Gemini canggih milik Google ke dalam platform Oracle Fusion Applications dan NetSuite. Langkah ini memposisikan Oracle agar lebih kompetitif karena perusahaan-perusahaan semakin membutuhkan beragam opsi model AI serta solusi otomatisasi yang hemat biaya.

TLDR:
TVL DeFi turun $43,4 miliar, atau 38%, sementara enam L1 utama kehilangan $246,5 miliar dalam kapitalisasi pasar.
Aset kepemilikan ETF Ethereum turun menjadi 5,2M ETH karena perusahaan-perusahaan treasury menaikkan kepemilikan menjadi 7,7M ETH.
Operasi pengguna Layer 2 turun 77% dari Januari hingga Juni, jauh melampaui penurunan Ethereum sebesar 9%.
BNB Chain tetap satu-satunya L1 utama yang deflasi, dengan membakar token pada tingkat tahunan 5,05%.
Aktivitas pasar kripto tidak berputar antar sektor selama paruh pertama 2026. Sebaliknya, kontraksi on-chain yang luas menghantam hampir setiap bagian industri, menurut Binance Research.

Key Highlights
Company converts 100 Bitcoin holdings to accelerate Michigan AI data center construction.
Shares of GPUS climb 5.50% following announcement of cryptocurrency liquidation strategy.
New Bitcoin-collateralized credit facility secured with anticipated interest between 4.5% and 5%.
Primary 20 MW computing services agreement projects potential revenue exceeding $1.2 billion.
Additional 32 MW expansion option could push cumulative contract value above $3 billion.
Shares of Hyperscale Data (GPUS) advanced 5.50% to reach $0.1208 following a mid-session recovery from earlier losses. The uptick came after the company announced its intention to liquidate Bitcoin assets to finance its Michigan-based AI data center facility. This strategic pivot reallocates treasury resources toward substantial infrastructure investment tied to secured computing contracts.
Hyperscale Data, Inc., GPUS
Cryptocurrency Liquidation Fuels Data Center Investment
Hyperscale Data executed the sale of approximately 100 Bitcoin units, channeling proceeds directly into its Michigan facility expansion. While the company withheld specific timing and execution pricing details, Thursday’s Bitcoin valuation of $64,823 suggests the transaction generated roughly $6.48 million in capital.
According to recent disclosures, the firm maintained Bitcoin holdings valued at approximately $71 million through ongoing mining operations and strategic accumulation. Leadership indicated plans to maintain equilibrium between cryptocurrency reserves and capital deployment for high-yield infrastructure ventures. Consequently, Hyperscale Data preserves substantial digital asset exposure while simultaneously funding construction activities and equipment acquisition.
The liquidated funds will address equipment procurement, site preparation, and critical infrastructure components with extended lead times. These capital deployments directly support an established partnership with a prominent neo-cloud infrastructure operator. Management anticipates this funding will expedite development timelines and expand operational computing capabilities at the Michigan location.
Long-Term Revenue Prospects from Michigan Computing Facility
The foundational services contract encompasses approximately 20 megawatts of critical computing infrastructure at the Michigan campus. This decade-long agreement incorporates two additional five-year renewal options. Under full extension scenarios, projected cumulative revenue surpasses $1.2 billion.
The contracting party maintains rights to secure an additional 32 megawatts of computing capacity. Exercise of this expansion clause must occur within the contract’s initial 24 months. Should the customer activate this option and maintain services through all available extensions, aggregate contract value could climb beyond $3 billion across the maximum duration.
Executive leadership characterizes the campus as a cornerstone infrastructure initiative designed to establish predictable revenue streams. The company anticipates the facility will deliver consistent cash generation through infrastructure-as-a-service offerings. The Bitcoin conversion provides immediate project financing while avoiding shareholder dilution through new equity offerings.
Secured Credit Line Leverages Remaining Digital Assets
In parallel with the Bitcoin sale, Hyperscale Data arranged a cryptocurrency-collateralized credit facility to support ongoing construction requirements. The financing structure features projected variable interest ranging from 4.5% to 5.0%. The arrangement enables the company to pledge its remaining Bitcoin reserves as collateral for incremental borrowing and construction financing needs.
This financial framework provides Hyperscale Data access to non-dilutive capital at comparatively favorable anticipated rates. The approach diminishes dependence on equity offerings or costlier conventional debt instruments. As a result, management can minimize shareholder dilution while preserving significant cryptocurrency holdings within corporate treasury.
The financing methodology mirrors recent treasury management shifts among publicly listed Bitcoin-holding companies pursuing infrastructure growth. MARA Holdings liquidated 15,133 Bitcoin units in March, generating approximately $1.1 billion in proceeds. Hyperscale Data plans to continuously optimize its balance between cryptocurrency reserves, collateralized borrowing capacity, and infrastructure capital requirements throughout campus development phases.
The post Hyperscale Data (GPUS) Stock Climbs After Bitcoin Liquidation Funds AI Data Center Expansion appeared first on Blockonomi.

TLDR
Saham Amazon naik karena rencana belanja modal (capex) senilai $200 miliar menghadapi ujian laba yang besar
Pertumbuhan AWS menguat untuk Amazon, tetapi belanja besar membuat arus kas tetap tertekan
Capex Amazon pada kuartal pertama mencapai $44,2 miliar karena arus kas bebas turun tajam
Margin AWS yang kuat mendukung pertumbuhan, sementara utang dan biaya bunga terus meningkat
Laporan laba Amazon akan menunjukkan apakah pertumbuhan cloud dapat mengimbangi tekanan dari capex
Saham Amazon (AMZN) naik 4,56% menjadi $236,99 sebelum laporan earnings, saat pasar menilai rencana belanja modal perusahaan untuk 2026 yang terus berkembang. Saham pulih dari penurunan intraday dan bertahan di dekat titik tertinggi sesi, sementara $235 menjadi dukungan terdekat yang terlihat. Amazon menghadapi ujian laba yang krusial karena program capex $200 miliar yang direncanakan terus membentuk ulang arus kas dan utang.

TLDR
Peter Schiff mengatakan para penggemar Bitcoin mungkin lebih baik memiliki BTC secara langsung, bukan saham MSTR.
Strategi tersebut menjual 5,43 juta saham biasa dan meraup sekitar $544,5 juta.
Perusahaan tidak membeli Bitcoin selama periode pelaporan terbaru.
Kepemilikan Bitcoin Strategi tetap di 843.775 BTC.
Imbal hasil Bitcoin year-to-date-nya turun dari 13,3% pada 25 Mei menjadi 4,5%.
Peter Schiff mempertanyakan nilai membeli saham Strategy (MSTR) dibandingkan Bitcoin. Sang ekonom mengatakan investor yang bullish mungkin mendapatkan paparan yang lebih jelas dengan memegang BTC secara langsung, bukan membeli saham perusahaan tersebut.

TLDR
JPMorgan warned that fading Clarity Act approval odds could weaken the crypto market outlook.
Prediction markets place the chance of Senate passage before year-end at only 37%.
Negotiations remain stalled over DeFi, stablecoin yield, ethics, enforcement, and anti-money laundering rules.
The bill would divide digital asset oversight between the SEC and CFTC.
JPMorgan said regulatory clarity could encourage banks, exchanges, custodians and asset managers to enter crypto markets.
JPMorgan has warned that slighter chances of the Clarity Act passing this year could pressure the crypto market outlook. Prediction markets now place the odds of Senate approval before year-end at 37%.
The bank said the delay removes a key regulatory catalyst for digital assets. Senate lawmakers have moved other bills ahead of the proposal before the summer recess.
Clarity Act Faces Senate Delays
Talks remain stalled over ethics rules, enforcement powers, decentralized finance, stablecoin yield and anti-money laundering standards. These issues have slowed progress despite earlier support for clearer digital asset rules.
JPMorgan analysts said longer delays could shift blockchain growth toward established financial systems. Public crypto networks may lose activity if tokenization develops mainly inside traditional market infrastructure.
The Clarity Act would divide oversight between the Securities and Exchange Commission and the Commodity Futures Trading Commission. It would also set clearer rules for exchanges, brokers, custodians and decentralized projects.
Supporters see the bill as a way to create more certainty for banks, asset managers and market makers. Clearer rules could support new products and increase trading on regulated United States platforms.
JPMorgan Flags Institutional Risks in Clarity Act
JPMorgan said the proposal could lower entry barriers for large financial firms. It may also give institutions more confidence to invest in digital assets and build blockchain-based services.
Some movement has already started. The bank cited Citadel Securities’ $400 million investment in Crypto.com and approval of the first regulated perpetual crypto futures contracts in the United States.
JPMorgan also warned that parts of the draft may discourage institutional participation. Some tokenized securities and derivatives could trade outside direct SEC or CFTC supervision.
The bank also questioned whether anti-money laundering rules would match standards used by traditional financial firms. Jefferies has also warned that the Clarity Act faces major hurdles after clearing the Senate Banking Committee.
The post Senate Delays Weaken Clarity Act Prospects, JPMorgan Warns appeared first on Blockonomi.

TLDR:
South Korea will enforce crypto tax on January 1, 2027, ending three prior delays.
Gains above KRW 2.5 million are subject to a 20% tax rate, rising to 22% with local taxes.
Lawmakers raised concerns over missing loss carryforward deductions for crypto investors.
Minister Koo said the tax framework may be reviewed once implementation data becomes available.
South Korea’s long-delayed crypto tax will take effect on January 1, 2027, Deputy Prime Minister and Finance Minister Koo Yun-cheol confirmed this week.
The crypto tax, first planned for 2022, has already been postponed three separate times. Annual gains above KRW 2.5 million will face a 20% separate income tax, rising to 22% once local taxes apply.
Koo made the confirmation during a National Assembly session, noting adjustments remain possible after the rollout begins.
Finance Minister Confirms 2027 Timeline for Crypto Tax
Koo Yun-cheol appeared before the National Assembly’s Finance and Economy Committee on July 29 to address the timeline. “We expect the tax to be levied as scheduled starting next year,” he told lawmakers directly.
The minister added that shortcomings identified after implementation could be addressed through later adjustments. This marks the clearest confirmation yet that further delays are unlikely this time.
The original 2022 start date was pushed back three times, largely due to infrastructure gaps. Regulators previously cited concerns about exchange reporting systems and taxpayer readiness.
Those issues appear largely resolved, based on the minister’s recent remarks. Under current law, gains exceeding the KRW 2.5 million threshold will be taxed separately from other income.
The 20% rate climbs to 22% once local surtaxes are factored into calculations. This structure mirrors how other capital gains are handled under Korean tax law.
Koo emphasized that any changes to the crypto tax would come only after real-world implementation data. He avoided committing to specific reforms ahead of the January 2027 start date.
Trading volume concerns have accompanied crypto tax discussions since the policy was first proposed. South Korea remains one of the largest retail cryptocurrency markets globally.
Analysts have long warned that taxation could push some trading activity toward less regulated venues. The minister’s comments suggest the government sees this risk as manageable moving forward.
Lawmakers Raise Concerns Over Loss Deductions and Capital Outflows
People Power Party member Kim Sang-hoon challenged the minister during the same session. Kim pointed to the absence of a loss carryforward deduction within the current crypto tax framework.
He argued this gap could reduce domestic investor demand for digital assets. Kim also warned it might encourage capital to move toward overseas platforms instead.
Koo responded by comparing the situation to how stock market losses are currently treated. “Losses are not carried forward; instead, they are classified as other income,” he explained to the committee.
He added that once the matter is taxed, officials plan to review the framework if needed. A similar review could eventually apply to crypto tax treatment down the line.
The minister was also asked about aligning crypto tax rules with overseas capital gains models. “Not only digital assets but the entire capital market must be viewed comprehensively,” Koo responded.
He explained that digital assets could not be evaluated in isolation from other capital markets. Any structural changes would need to consider the entire investment landscape together.
For now, the January 2027 start date stands without further postponement planned. Officials have signaled openness to future revisions once real trading data becomes available.
Investors and platforms will spend the coming months preparing for compliance under the new rules. The finance ministry indicated it will continue monitoring market reaction as the deadline approaches.
The post South Korea Confirms 2027 Crypto Tax Start Despite Trading Volume Concerns appeared first on Blockonomi.