BeInCrypto Global

Nic Carter reportedly almost joined World Liberty Financial (WLFI), the Trump family crypto venture. He allegedly walked away when cofounder Steve Witkoff said “memecoin” as “me-me” coins.
Carter described the 2024 Miami meeting to New York magazine. World Liberty says his account is wrong, and that it never offered him the job.
Witkoff Could not Explain the Product
Carter invests for Castle Island Ventures. He also voted for Trump in 2024. Witkoff wanted him as an advisor. But Witkoff could not describe the decentralized finance (DeFi) business.
“He didn’t know what crypto or DeFi was. He didn’t know what the pitch was,” the New York feature reported, citing Nic Carter.
Witkoff had one clear goal, Carter says. The launch had to happen before the election. That way Trump was still a private citizen.
Carter turned the role down. He warned the project could cost Trump votes. That is when Witkoff’s tone hardened.
World Liberty’s own Gold Paper supports part of that read. It says the sole utility of WLFI is governance. Holders get no right to any return or dividend.
WLFI Holders are Still Locked In
WLFI trades near $0.055, against a record of $0.3313 on Sept. 1, 2025. That was the first day of open trading. The price fell 40% before it ended.
World Liberty Financial (WLFI) Price Performance. Source: BeInCrypto
World Liberty released only 20% of each investor’s tokens that day. Just 31.8% of the supply trades now. An April plan unlocks the rest from 2028. Holders who vote against it stay locked.
The company also added a contract function letting it freeze any wallet. That change landed eight days before trading opened.
Justin Sun was the largest early backer. He sued World Liberty Financial in California for fraud. The company countersued for defamation in Miami. Both cases remain at an early stage.
The venture has been lucrative for the family even as the token sank. Reporting on the Trump family crypto windfall tracks how little of it reached ordinary holders.
Carter saw a token with no business behind it. Two years on, most of the supply is still frozen. The unlock schedule runs past the end of Trump’s term.

New York Attorney General Letitia James says a crypto bill in the Senate would leave scam victims with nowhere to turn. Coinbase wants that same bill passed within days.
James sent her case to a Senate investigations panel on Monday. She wants tougher crypto oversight, not less of it.
Why Is New York Fighting the Crypto Oversight Bill?
The bill is called the Digital Asset Market Clarity Act. It would hand most crypto rulemaking to one federal agency, the Commodity Futures Trading Commission (CFTC).
It would also override state investor protection laws. That is the part James cannot accept.
Her office polices securities and commodities for 20 million New Yorkers. Take away that power, she argues, and scam victims lose their closest cop.
The House already passed the bill in July 2025. The vote was 294 to 134. It cleared a key Senate committee in May.
How Bad Are Crypto Scam Losses?
Bad, and getting worse. Her testimony stacks up four separate datasets.
Source2025 lossesChange from 2024FBI Internet Crime Complaint Center$11.4 billionUp 22%FTC Consumer Sentinel Network$1.78 billionUp 25.6%TRM Labs illicit volume estimate$158 billionUp about 145%New York complaintsNearly $500 million over 5 yearsAlmost tripled in 3 years
The average victim reported losing $62,604, according to the FBI. Crypto complaints to the bureau rose 21% in a year.
James names real cases. One scam worked through Haitian church prayer groups. Another used Facebook ads to hook Russian speakers, then ran the money to Vietnam.
Who Actually Catches Crypto Criminals?
This is the heart of her argument, and the numbers are lopsided.
NY Attorney General Letitia James urged Congress not to pass the Clarity Act, telling a Senate subcommittee in testimony submitted today the bill would “neuter” state and local law enforcement efforts to crack down on “rampant” fraud in crypto markets pic.twitter.com/GKXpOznkpf
— Brendan Pedersen (@BrendanPedersen) July 27, 2026
State and local agencies are 99% of all US law enforcement bodies. They handle about 99.5% of criminal cases and 98.8% of arrests.
Federal authorities handle roughly 1.2%.
At the same time, Washington has pulled back. The Justice Department told prosecutors in April 2025 to stop charging platforms for what their users do. It shut down its crypto enforcement team.
The SEC closed more than 1,000 investigations in 2025. It also dropped seven crypto cases. Judges had already found violations in five of them.
Does the Bill’s Ethics Ban Actually Work?
Here is the finding buried deepest in her filing.
The bill would stop presidents and federal officials from launching their own crypto. Supporters call this the ethics fix.
James read the fine print. The ban would let the sitting president park existing crypto businesses in a blind trust. It would also not start until a full year after the bill becomes law.
She wants something stricter. Officials should not regulate any industry they earn money from. Break that rule and you hand back the profits plus a $50,000 fine each time.
Her case points to Binance, which holds 87% of USD1. That is a stablecoin issued by World Liberty Financial, a firm founded by the president’s family. Forbes and the New York Times reported those holdings.
Who Else Opposes the Bill?
Not just Democrats. The nation’s sheriffs are against a big piece of it too.
The National Sheriffs’ Association wrote to the Senate on May 13. Their letter targets Section 604.
That section would excuse mixers and similar tools from money transmitter rules. Mixers scramble crypto transactions so nobody can follow the money.
The sheriffs still want crypto rules. They just want a narrower version, written by Senator Catherine Cortez Masto.
State securities regulators piled on in May. Their national body urged senators to vote no.
Why Does Coinbase Want a Vote Now?
Coinbase makes a completely different argument. It is about China, not fraud.
Faryar Shirzad is the company’s chief policy officer. He told Fox Business that the next financial system is being built right now.
China is spending the most on it, he said. So the real question is who writes the rules, Washington or Beijing.
Shirzad also likes what the bill does for banks. One whole section protects them from legal surprises when they touch crypto.
He says he has talked to Senate leaders. He expects a vote as early as August 3.
Wall Street is split. Goldman Sachs boss David Solomon backs the bill even though he calls it flawed. JPMorgan’s Jamie Dimon is against it.
What Happens Next?
The math does not work yet. Senate Majority Leader John Thune said on July 23 that the votes are missing. The bill now looks unlikely to pass before the August break.
Three fights are still open. Ethics rules, the Section 604 exemption, and how stablecoins pay interest.
History offers hope to both camps. The GENIUS Act stalled the same way in 2025, then became law. But that bill never asked states to give up their fraud cases.
So watch for three things. A vote on the Cortez Masto amendment. Any move to scrap the one-year delay. And the first Democrat to break ranks.
James has spent five years clawing money back from crypto firms. Her office went after major platforms including Genesis, which paid $2 billion. Gemini returned $50 million to customers.
Now she is asking Congress to leave that power alone.

China’s crypto rails have already moved $2.37 trillion. The US Senate has not even voted on its crypto rules. Faryar Shirzad, Chief Policy Officer at Coinbase, says the next financial system is being built right now.
Rails are the plumbing that moves money between banks and countries. Shirzad says China is investing more in this technology than anyone else.
What Did Coinbase Say?
Shirzad spoke in an interview on Fox Business. He called crypto plumbing, not an investment.
“Crypto fundamentally is a technology that allows people to transfer value, whether money or [a] financial instrument, as easily as they transfer a text… or e-mail.”
The host asked about Chinese AI models too. Shirzad then named the leader.
“The country that [in]vests most in this technology is China.”
He gave no numbers. Public data does.
How Big Are China’s Crypto Rails?
China runs a digital version of its currency. It is called the e-CNY.
The central bank says it has handled 3.48 billion payments. Those are worth about $2.37 trillion. Volume is up more than 800% since 2023.
China changed the rules on January 1. Digital yuan now sits in bank accounts like normal savings. Banks pay interest on it. Deposit insurance protects it.
No other major economy has done that yet.
A second system handles payments between countries. It is called mBridge. Five central banks run it, including China’s.
mBridge has settled about $55.49 billion. Back in 2022 it moved just $22 million. China’s digital yuan is 95% of the traffic.
So Is China Really Winning?
Not everywhere. It depends which number you pick.
The $2.37 trillion counts money that moved. It is a running total built up over five years.
Dollar stablecoins work differently. These are crypto tokens worth $1 each. About $310 billion of them exist today. Tether holds $184 billion. USDC holds $73 billion.
Stablecoin Market Cap. Source: DefiLlama
Almost all of them track the dollar. Chinese versions barely register.
So the dollar still rules private crypto. China leads on state-run rails.
What About Spending?
The same pattern shows up in AI. Stanford counted $285.9 billion of private US AI investment in 2025. China reported $12.4 billion. That is a 23 to 1 American lead.
Stanford flagged a catch. Chinese state funds pushed an estimated $184 billion into AI firms between 2000 and 2023. Official totals miss that money.
So China spends more than it reports. It also ships faster. America still spends more overall.
Coinbase Buys Chinese Tech Too
Coinbase proves the point on its own books. CEO Brian Armstrong said in June that the firm runs two Chinese AI models. The switch cut its AI bill roughly in half.
Chinese models cost far less. DeepSeek charges $0.87 per million output tokens. Western rivals charge much more.
Cheap and capable beats expensive and patriotic. That logic reaches payments too.
What Happens Next?
Senate action has stalled, and several roadblocks remain. Majority Leader John Thune expects the bill to miss the August break. Banks are still fighting over stablecoin interest. That standoff stalled talks in March over bank deposits.
China is not waiting. PBOC Governor Pan Gongsheng warned last year that a dominant currency “tends to be instrumentalized or weaponized.” Beijing wrote the digital yuan into its latest five-year plan.
Watch three things. A Senate floor vote before recess. A deal on stablecoin interest. And whether mBridge moves into oil and commodity payments.
America is spending more. China is shipping faster.

Steve Eisman has sold his long-held Google position to cut his artificial intelligence (AI) exposure. The investor who shorted the 2008 housing market now holds cash, warning the whole market has become one AI bet.
He has not bought a replacement. Eisman says defensive stocks will not work, because investors either want AI or they want nothing.
Eisman Sold Google Near Its Record High
Speaking on CNBC’s Squawk Box, the former Neuberger Berman portfolio manager called the exit deliberate. He built his reputation shorting subprime mortgages at FrontPoint Partners.
“I sold my Google a couple of months ago. I’ve owned Google. I can’t even tell you how long I’ve owned Google, but I felt I wanted to reduce my exposure to AI,” Eisman said.
The timing looks good so far. Alphabet peaked at $408.61 on May 18, its record high. The stock closed at $319.74 on July 24. That is a drop of roughly 20% in about two months.
Alphabet (Google) Stock Performance. Source: TradingView
One session did much of the damage. Alphabet fell 7.1% on July 23, the day after Q2 earnings. The company had just raised 2026 capital spending guidance to a range of $195 billion to $205 billion.
Eisman did not rotate into safety. He explained why in one line.
“People either want to buy AI or they don’t want to buy AI, but they don’t want to shift out of it to buy Clorox,” he said.
The cash is still uncommitted. “I’m just sitting… I’ve got cash,” he said. He does not expect the AI debate to settle “within the next two weeks.”
Why Eisman Says the Market Is ‘One Trade’
His worry is concentration, not valuation.
“It’s all one trade. It’s literally one,” Eisman said.
He then showed his math on a standard portfolio.
“Even people who think they’re diversified because they own 60% stocks and 40% bonds are missing the fact that they’re actually not diversified… more than 50%… is tech and AI related. And of the 40% of bonds, most of the new issuance of bonds is AI related,” he said.
Do Eisman’s Numbers Hold Up?
The stock half broadly does. Information Technology was 37.19% of the S&P 500 on July 24, and Communication Services added 9.34%. That is 46.5% combined.
Add Amazon and Tesla, which sit in Consumer Discretionary, and the figure reaches 51.5%. So his “more than 50%” works, but only on a generous definition.
The concentration itself is not in doubt. The 10 largest constituents make up 36.85% of the index.
The bond half is weaker. High Technology made up 14.2% of US corporate bond issuance in the second quarter, according to SIFMA. Financials led with 46.4%. AI is not “most” of new issuance.
His underlying point still stands, and official data makes it better. The Bank of England reported this month that five AI hyperscalers held just 3% of outstanding US investment-grade debt at the end of 2025, yet accounted for over 15% of this year’s issuance by early May.
The high-yield shift is sharper. Those issuers took 41% of non-refinancing US high-yield issuance this year, from a 1% index weight.
AI hyperscaler bond sales since October 2025. Source: BeInCrypto
The deal sizes explain the speed. Amazon priced $37 billion of notes on March 10, the largest of these deals, per its SEC filing. Meta raised $30 billion last October and another $25 billion in April.
One caveat sits in the paperwork. The filings state proceeds go to general corporate purposes, so none of this debt is formally earmarked for AI.
Is a Correction Coming if AI Fails?
Asked what happens if AI fails commercially, Eisman was blunt. “I think we have a big correction,” he said. He would not size it.
“What… scares me is that it’s all one trade. So it better succeed,” he added.
Central banks have flagged the same pipe. The Bank for International Settlements warned in June that fixed income is “one obvious vulnerability” if hyperscalers slow capital spending.
What It Means for Crypto
Crypto sits in the same risk bucket. Bitcoin (BTC) trades near $64,980 and is down about 45% over the past year.
The link showed up in June, when a Big Tech selloff dragged Bitcoin lower. Retail flows have favored semiconductor ETFs over crypto funds this year.
Others see the same overlap. Chinese hedge funds have started trimming AI winners in a visible rotation, and one 2008 bubble forecaster has warned of a 70% drawdown.
Where the Thesis Breaks Down
Eisman is not calling a crash. He said he would not short this market, and he expects the technology to work.
“It’s going to be… something really good. That doesn’t mean that everybody succeeds,” he said.
That gap defines the risk. AI can succeed as a technology while the trade built around it still unwinds.
The near term will test him fast. Microsoft and Meta report earnings on July 29, and Amazon follows on July 30. Three more capex updates land inside 72 hours.

トレーダーは、ブラックロックが7月の決算で好結果を出して以来、世界最大の資産運用会社の反発（リバウンド）を見込んだ賭けを始めている。ブラックロック株の価格が下落している一方で、そうした動きをしているのだ。しかも、同社の最大手ライバル2社が顧客に「買い」を勧めてから数週間後のことだ。
JPモルガンとモルガン・スタンレーは7月16日にそれぞれ目標を引き上げたが、市場は11日間それを無視した。
誰もまだ決済していない賭けは、上昇を支持している
プット・コール・レシオは、株価の下落に賭ける見方と上昇に賭ける見方を天秤にかける指標だ。1.00を下回る水準なら、上値（上昇）を見込む賭けが優勢ということを意味する。

Peter Schiff has a message for Bitcoin bulls. Buy BTC itself, he says, not Michael Saylor’s Strategy stock. The company sold $544.5 million of MSTR shares last week. It bought no Bitcoin.
Schiff points to one number. MicroStrategy’s Bitcoin Yield has fallen to 4.5% this year, he says. It stood at 13.3% in late May.
Why MicroStrategy’s Bitcoin Yield Keeps Falling
Bitcoin Yield sounds complicated. It is not. It tracks how much Bitcoin sits behind each MSTR share.
Sell new shares without buying coins, and the number drops. That is exactly what happened last week.
Strategy sold 5,429,160 MSTR shares. It raised $544.5 million. It bought zero bitcoin, its 8-K filing shows.
Holdings sit at 843,775 BTC. The yield was 9.4% on May 3. It climbed to 13.3% by May 25. Schiff now puts it at 4.5%.
MicroStrategy Bitcoin Holdings. Source: Strategy
“Why is $MSTR up 7% this morning? Saylor’s latest move reduced the YTD Bitcoin yield to 4.5%. That yield stood at 13.3% on May 25. That’s a 66% reduction in two months! At this rate the 2026 Bitcoin yield will be negative. If you’re bullish, you’re better off just owning Bitcoin,” Schiff urged.
Follow us on X to get the latest news as it happens
Here is the part few people noticed. Strategy warned about this outcome itself, in its own first quarter filing.
“…if the Company increases Assumed Diluted Shares Outstanding at a faster rate than its bitcoin holdings, then the Company would experience decreased BPS and negative BTC Yield…” Strategy, Q1 2026 results.
Put simply, more shares without more Bitcoin turns the yield negative. BeInCrypto covered the trade-off facing MSTR investors earlier on Monday.
The $25 Million Buyback Barely Moves the Needle
Strategy also bought back some of its own preferred shares, known as STRC. STRC is a special class of share. It pays holders a fixed 12% cash dividend every year. It is designed to trade at $100. Strategy paid an average of $86.52 instead. It spent $25 million and retired 288,930 shares.
That saves roughly $3.5 million a year in dividends.
Now compare that to the whole bill. Strategy owes about $1.76 billion a year in dividends and loan interest, it disclosed on June 29. The buyback trims less than 0.2%.
Another $975 million is available. Strategy will not sell new STRC below $100. It also cannot use its cash reserve to fund buybacks. It may sell bitcoin instead.
STRC Stock Performance. Source: TradingView What to Watch on Thursday
The cash pile is growing fast. It rose from $2.55 billion on June 28 to $3.75 billion on July 26. That covers roughly 25 months of dividends, up from 17.4 months.
The Bitcoin tells a harder story. Strategy paid an average of $75,476 per coin. Bitcoin’s current price is near $64,762. The gap is about $8.9 billion.
Bitcoin Price Performance. Source: BeInCrypto
Losses are already on the books. First quarter net loss reached $12.54 billion, or $38.25 per share. Second quarter results arrive after the close on Thursday, July 30. That report should carry the official Bitcoin Yield. It will prove Schiff right or wrong.
Not everyone agrees with him, however. Investor Andrew Webley says the preferred shares now cover 2.1 years of payments with no new fundraising. He calls it the biggest step forward in Bitcoin corporate finance so far.
Strategy holds 843,775 Bitcoin – more than 4% of the 21 million BTC that will ever exist.Following today's announcement, they can cover their preferred equity obligations for 2.1 years without raising a single new dollar.What they've built with preferred equity is, in my… https://t.co/AJb3Zcn1MA
— Andrew Webley (@asjwebley) July 27, 2026
Others question the price. A former Goldman Sachs credit specialist argues STRC may be mispriced by 13%. A June survey found most holders bought STRC below par.
Schiff is still a gold man and a long-time Bitcoin critic. This is a swipe at Saylor, not a change of heart. The real test comes Thursday. Can Strategy lift STRC back to $100 while common shareholders pay for it?

Audiera（BEAT）、Ondo（ONDO）、Ethena（ENA）は、週次上昇率がそれぞれ50%、17%、14.4%となったことを受け、2026年7月最終週に注目すべきアルトコインTOP3をリードしています。
各トークンは現在、決定的なテクニカル水準に迫っています。BEATは$4をテストし、ONDOはアキュムレーション・ブレイクアウト後に$0.46を注視、そしてENAは2025年10月以来価格を抑えてきた下落トレンドに挑戦します。
Token Weekly Gain Current Price Key Level to Watch Setup Audiera (BEAT) +50% $3.78 $3.98 監視すべき抵抗（0.236フィボ） ポスト・カップ・アンド・ハンドル回復 Ondo (ONDO) +17% $0.41 $0.46 目標（0.786フィボ超） 集団（アキュムレーション）からのブレイクアウト Ethena (ENA) +14.4% $0.0898 $0.13 抵抗 トレンドラインのブレイクアウト試行

テスラ（TSLA）の株価は先週、313.03ドルで取引を終えました。5営業日で約18%下落し、2022年以来の最悪の週次損失となりました。チャートの2つの内訳は今、次の下値目標として296ドルを示しています。
今回の投げ売りにより、2四半期決算で記録的な売上と大幅な利益見通しのミスが並んだことで、350ドルのサポートゾーンは消し飛びました。月曜日の寄り付き前の初動の気配では、321ドルに向けた小幅な反発の試みが示唆されていました。
業績見通しの失敗が下落に歯止めをかけずに続く
テスラは第2四半期の売上高として282.4億ドルを計上し、前年同期比で26%増、予想も上回りました。とはいえ、調整後利益は1株当たり0.33ドルで、コンセンサスの0.51ドルを下回り、営業利益率は1.4%まで低下しました。

Zcashは、ブロック3,428,143でIronwoodのアップグレードが稼働すると同時に、最大規模のプライベートプールを火曜日にロックします。コインは安全に保たれますが、そのプールの中ではなく、プールの外へお金を移動できるようになるだけです。
そのプールには3.76百万ZECが保管されており、約18.9億ドル相当、流通しているすべてのZECの約22%にあたります。開発者によれば、ほとんどの保有者は今日何かをする必要はありません。
火曜日にZEC保有者に何が変わるのか
急がないでください。ロックされたプールの中で、あなたの残高は安全に保たれます。新しいプールは旧アドレスを再利用するため、旧アドレスは引き続き使えます。

ブルームバーグ・グローバル国債指数の平均利回りは3.68%まで上昇し、2008年の世界金融危機以来の高水準となった。今回の売りは、連邦準備制度理事会（FRB）、日本銀行、英イングランド銀行の金利決定を控える数日前に起きている。
この指数は投資適格国の政府債務を追跡している。3月以来最大の月間下落に向かっており、今年の債券売りがすでに底を打ったという期待に挑む動きだ。
主要なあらゆる市場で世界の国債利回りが急騰
米30年物国債利回りは、2007年以来の高水準のすぐ下で推移している。ブルームバーグによれば、英ギルト（国債）はほぼ20年ぶりに5%超の取引終了値が日次で最長となる連続記録を残した。

エルサルバドルの主要な野党2党は、2027年2月の大統領選挙の候補者を指名した。この動きは、ナジブ・ブケレ大統領の3選を狙う構想と、彼を軸に構築されたビットコイン（BTC）戦略に対する挑戦の布石となる。
国家主義共和党連合（ARENA）は元議員のマイテー・イラエタを指名した。ファラブンド・マルティ民族解放戦線（FMLN）は、医師であり労組指導者でもあるラファエル・アギーレを選んだ。どちらのライバルもブケレのビットコイン戦略を受け入れていない。実際、両陣営はそれを財政面での失敗だとして公然と批判している。

テクノロジー、人工知能、予測市場の企業が、2026年上半期にワシントンへのロビー活動で過去最高額を投じた。今月提出された新たな連邦当局への開示書類は、この働きかけの規模を示している。
アンスロピックは連邦向けのロビー活動をほぼ3倍にし、ライバルのOpenAIを100万ドル以上上回った。
連邦ロビー活動でアンスロピックがOpenAIを上回る
フィナンシャル・タイムズ紙は、アンスロピックがロビー活動費を約3倍に増やし、353万ドルにしたと報じた。同社は今四半期、初めてロビー活動の対象機関として財務省をリストに追加した。

Circle Internet Groupは月曜日、IBMのブロックチェーン特許群の中核を買収し、680を超える特許ファミリーと、世界中で発行済みの約1,000件の特許を取得した。両社は価格を開示しなかった。
CRCLの株価は時間外取引で約63.60ドル近辺で推移し、金曜日の62.36ドルの終値を約2%上回った。この買収は、Circleが第2四半期決算を発表する9日前にあたる。
同資産は、基盤となるブロックチェーン技術、銀行業務、金融サービス、保険、サプライチェーンの検証、そしてセキュアなクラウド運用をカバーする。Circleは、この取引により米国で最大のブロックチェーン特許保有者になると述べた。

ゴールドマン・サックスは、韓国ウォン、台湾ドル、マレーシアリンギットについて強気だ。人工知能（AI）投資ブームが現在、アジアの外国為替市場を形作っていると主張している。
同銀行は、これらの通貨を、タイ・バーツやインドネシア・ルピアのようなエネルギー輸入国の通貨よりも上位に位置づけている。これらは、遅れ続けると見込んでいる。
チップスと原油がいまアジアの通貨を分断する理由
ゴールドマンは、今年のアジアのマクロ市場の背景にある2つの力を挙げている。1つはエネルギー供給ショック。もう1つはAIへの資本支出だ。

NVIDIAは月曜日、Microsoft、IBM、Palantirを含む36のパートナーとともに「Open Secure AI Alliance（オープン・セキュアAIアライアンス）」を立ち上げました。これは、7月に起きたハックで、クローズドなAIモデルがHugging Face自身の攻撃者を調査するのを拒んだことに続く動きです。
メンバーはオープンなAIモデル、データ、セキュリティツールを共有します。NVIDIAは、防御側には、自分たちで開いて、変更し、自分で動かせるAIが必要だと述べています。
クローズドなAIモデルがHugging Faceに協力しなかった理由
攻撃は汚染されたデータセットから始まりました。Hugging Faceの開示によれば、同社は攻撃者が同社のマシンの1台でコードを実行することを許していました。

XRPの価格は今年最強の月の終わりを迎えつつある一方で、それを買う資金の動きは静まっている。ETFデスクは7月の17営業日のうち10日で、資金フローがまったく記録されなかった。
XRPは1.10ドル近辺で取引されており、1カ月間は狭いレンジに封じ込められていた。いま、明確な方向性が見えにくい自身の記録で最も“何を決めるでもない”1カ月となる8月に入り、需要が弱まっていることを示す3つのシグナルが出ている。
XRPの最良の月が、最も横ばいの月へとバトンを渡す
歴史が舞台を整える。XRPは2020年以来、毎年7月をプラスで終えている。これは6年分の完了であり、2026年は現在6.83%高で、7年目の流れを追っている。

2つの暗号資産プラットフォームが週末にセキュリティ侵害を開示した。WEMIXは、WEMIX$関連の契約の保有権が侵害されたと述べ、一方Garden Financeは、不審な活動を確認した後にアプリをオフラインにした。
どちらの事件も金額としては小さい。しかし、今年の暗号資産セキュリティを形作ってきたのと同じパターンに合致している。攻撃件数は記録的に増えている一方で、個別の損失は縮小している。
WEMIXとGardenで何が起きたのか
WEMIXは7月26日の夕方に異常な取引があったと報告した。約5,225,525 WEMIX$が許可なく発行された。

コインベースのCEOブライアン・アームストロング氏は、人工知能（AI）のメガトレンドによって暗号資産の重要性がむしろ増すと述べた。
同氏は、AIエージェントが暗号資産の取引基盤（レール）の最大の取引利用者になると主張した。
AIはどうやって暗号資産をより重要にできるのか？
Xへの投稿で、アームストロング氏は暗号資産界の人々がAIへと方針転換すべきだという助言を退けた。アームストロング氏は、その見方はゼロサムの希少性（奪い合い）という発想だと呼んだ。
この投稿は、デジタル資産にとって厳しい年の最中に出された。ビットコイン（BTC）は2026年に入ってから25％超下落した。米国の現物連動型上場投資信託（ETF）には6月に45億ドルの資金流出が記録された。下落局面は、暗号資産関連株やプラットフォームの活動にも影響を及ぼしている。

中国のメモリーチップメーカーであるCXMTの株は月曜の上海取引での取引開始後、約470%上昇した。この動きにより時価総額は約3.3兆元となった。
同社は今年、アジア最大規模の新規株式公開（IPO）で、579.2億元（約86億ドル）を調達した。投資家は、人工知能需要を背景にメモリ価格が上昇するなかで、同社の株を押し上げた。
CXMT 株価急騰、AIメモリ取引を追いかける投資家は健在
CXMTは株価を8.66元とし、49.50元で初値を付けた。ロイターによると、上場時に自由に取引されるのは同社の拡大した発行済み株式のうちわずか6.73%にとどまる。

ビットコイン（BTC）価格は、3年連続で7月をプラスで終える局面に近づいており、他の月では到達できない連勝記録です。そこへ8月が到来し、掲示されている中で最悪の季節性の成績を記録しています。
静かなレンジ相場だった先週を経て、BTCは約65,300ドル近辺で取引されています。その一方で、次の局面を決める3つの要因が動き出します。資金流入の減衰、クジラと長期保有者の間での分裂、そして弱気のチャート・パターンです。
7月の勝ち続けが、その最も弱い月に突入
まずリスクをめぐる歴史の見方です。7月は2024年、2025年、そして2026年（まだ形成途上）と、3年連続でプラス（グリーン）で終えています。これは非常に珍しいパターンです。