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Audiera (BEAT), Ondo (ONDO), and Ethena (ENA) lead the TOP 3 altcoins to watch in the last week of July 2026 after posting weekly gains of 50%, 17%, and 14.4%.
Each token now approaches a decisive technical level. BEAT tests $4, ONDO eyes $0.46 after an accumulation breakout, and ENA challenges a downtrend that has capped its price since October 2025.
Token Weekly Gain Current Price Key Level to Watch Setup Audiera (BEAT) +50% $3.78 $3.98 resistance (0.236 Fib) Post-cup-and-handle recovery Ondo (ONDO) +17% $0.41 $0.46 target (above 0.786 Fib) Breakout from accumulation Ethena (ENA) +14.4% $0.0898 $0.13 resistance Trendline breakout attempt
Audiera (BEAT) Tests the $4 Barrier After a 50% Weekly Surge
BEAT posted the strongest weekly performance of the three, and momentum has carried into today. The token trades near $3.78 after adding 6% in the past 24 hours, per BeInCrypto market data.
The weekly chart shows a cup and handle formation that developed between January and May 2026. After the May breakout, the price reached the pattern’s $4 target in roughly three weeks.
The rally later extended to a record high of $11.44 on MEXC in June. BEAT then corrected to the 0.5 Fibonacci retracement support at $1.22, where buyers stepped in.
BEAT weekly chart / Source: Tradingview
That bounce now faces the 0.236 Fibonacci level at $3.98, the most important resistance on the chart. Meanwhile, the Relative Strength Index (RSI) sits at 62, below overbought territory but rising. However, analysts have flagged supply-related risks after the token’s parabolic rise, so a rejection here could trigger a sharp downside.
A weekly close above $3.98 could reopen the path to price discovery. A rejection would keep $1.22 in focus as the key support.
ONDO Breaks Out of Accumulation With $0.46 in Sight
ONDO gained 17% last week and trades at $0.41, up 6% in 24 hours. The token spent January through early May inside an accumulation zone between $0.25 and $0.29 before breaking out on heavy volume.
More recently, the price bounced off the 0.382 Fibonacci retracement at $0.29. It then broke through the 0.618 Fibonacci resistance at $0.37, a level that may now act as support.
ONDO weekly chart / Source: Tradingview
The next target sits right above the 0.786 Fibonacci at $0.44, within the resistance zone near $0.46. That would represent a gain of roughly 12% from current levels.
Volume tells a supportive story. The spike recorded between May and June is declining, yet activity remains elevated compared with the accumulation phase. In contrast, the RSI stays neutral at 55 while trending higher, suggesting the move still has room before overheating.
ENA Rounds Out the Altcoins to Watch With a Trendline Breakout
ENA, the third pick among this week’s altcoins to watch, climbed around 14.4% last week. The token trades at $0.0898, up almost 6% in 24 hours.
The weekly chart suggests ENA is breaking out from a descending resistance trendline in place since the October 2025 peak. The token also shrugged off its July token unlocks, which added over 40 million ENA to circulation without triggering a sell-off.
Resistance remains layered above. The first hurdle sits around $0.13, just above the 0.236 Fibonacci at $0.113, roughly 26% higher. Beyond that, the 0.618 Fibonacci at $0.25 and the 0.786 Fibonacci at $0.35 mark the next major barriers.
ENA weekly chart / Source: Tradingview
Volume has been decreasing since the June peak, which may signal a phase of accumulation. Meanwhile, the RSI has recovered to the neutral zone at 38 after months of oversold readings.
Holding the support zone near $0.07 remains essential for the bullish case. A confirmed weekly close above the trendline could target $0.13, while a breakdown below $0.07 would invalidate the recovery.

Tesla (TSLA) stock closed last week at $313.03, down nearly 18% in five sessions and its steepest weekly loss since 2022. Two separate chart breakdowns now point to $296 as the next downside target.
The selloff erased the $350 support zone after second-quarter results paired record revenue with a steep profit miss. Early premarket quotes on Monday suggested a modest rebound attempt toward $321.
Earnings Miss Set Off the Slide
Tesla reported $28.24 billion in second-quarter revenue, up 26% year over year and above estimates. However, adjusted earnings of $0.33 per share missed the $0.51 consensus, and operating margin sank to 1.4%.
Capital spending jumped 142% to $5.79 billion as the company funneled cash into artificial intelligence, Optimus robots, and robotaxi production. Free cash flow turned negative for the first time since early 2024.
Some on Wall Street see the reaction as overdone. Wedbush Securities managing director Dan Ives called the capex surge a timing problem rather than a broken thesis, telling CNBC:
“This is an arms race that’s playing out and we’re only 15% of the way through.”
Other analysts remain split on whether patience with the AI story justifies the current valuation while margins compress.
Weekly Chart Loses $350 as Trendline Test Begins
The weekly chart shows the scale of the damage. Last week’s candle fell 17.81%, slicing through the $350 zone that had acted as support since September 2025. That zone now flips into resistance.
Price currently sits on an ascending trendline drawn from the 2024 lows, a line that has defined Tesla’s broader uptrend for more than two years. A weekly close below it would mark a structural break, not just a correction.
TSLA weekly chart / Source: Tradingview
Below the trendline, the next significant demand zone rests around $260, an area that produced strong reversals in 2024 and 2025. Overhead, $470 remains the major ceiling that has capped every rally since late 2024.
Historically, a bullish cup and handle pattern projected a $759 target for TSLA. That scenario only activates on a confirmed weekly close above $470, which now looks distant.
Tesla Stock Price Prediction Puts $296 in Play
The daily chart delivers the more immediate signal. Since the May highs near $455, TSLA traded inside a descending parallel channel, respecting both boundaries for almost three months.
On July 23, the day after earnings, the price broke below the channel’s lower boundary and the $350 zone in a single move. The session printed the highest daily volume in months, which suggests conviction behind the breakdown rather than a shakeout.
The measured move from the channel breakdown projects a target of $296.16, roughly 5% below Friday’s close. That level also sits just under the weekly trendline, making the $296 to $310 area the key battleground this week.
TSLA daily chart / Source: Tradingview
If sellers push through $296, the door opens toward the $260 demand zone, another 12% lower. In contrast, bulls would need to reclaim $350 and re-enter the channel to invalidate the bearish structure.
The next catalyst may not be technical. Any concrete progress on robotaxi economics or an Optimus firm timeline could shift sentiment faster than the chart suggests. Until then, Tesla stock trades between a broken channel above and a two-year trendline below, and one of them has to give.

Zcash locks its biggest private pool on Tuesday when the Ironwood upgrade goes live at block 3,428,143. Your coins stay safe, but you will only be able to move money out of that pool, not inside it.
The pool holds 3.76 million ZEC, worth about $1.89 billion, or roughly 22% of all ZEC in circulation. Developers say most holders do not need to do anything today.
What Changes for ZEC Holders on Tuesday
Do not rush. Your balance stays safe inside the locked pool. Your old address keeps working, because the new pool reuses it.
Wallets are still building the tool that moves your funds. Until yours is ready, that balance may look stuck.
Node operators have a real deadline. They must install the Zcash Foundation’s Zebra 6.0.0 release before Tuesday. It sets the switch-over point.
Some exchanges may pause deposits or withdrawals. Developers say that means the exchange is behind, not that Zcash is broken.
The new pool also adds a quantum safeguard from ZIP 2005. If quantum computers ever break today’s crypto math, funds in the new pool could be rescued. Coins left in the old pools could not. This is not full quantum protection yet.
The One Mistake That Can Expose Your Balance
Moving money out of the old pool is public. Anyone can see the amount. Nobody can see who sent it or who received it.
That sounds safe enough. There is a catch. Your wallet talks to a server, and that server sees your IP address.
Put the two together and someone can tie your balance to you.
“So for every user, the number one most important issue is having network-level privacy (i.e. Tor or Nym) before migrating,” Zooko Wilcox founded Zcash and wrote the project’s user guidance.
His advice is short. Turn on Tor or Nym first. Then wait until your wallet maker says it is safe to move.
ZCASH IRONWOOD IS ALMOST HERE On 28 July, migrating your shielded ZEC can link your IP address to your balance. Strong on-chain privacy. Undone at the network layer. The Nym fix is here. 🧵👇 $ZEC #Zcash pic.twitter.com/I57kFjuDTY
— Nym (@nym) July 27, 2026
He also warned about scammers. Some are already pretending to be Ironwood migration support.
Why Zcash Is Locking the Old Pool
A researcher found a bug in May. Taylor Hornby works for Shielded Labs. He spotted a flaw in the math that proves Orchard payments are real.
The bug could have let someone print fake ZEC. Nobody would have noticed.
ZODL, the Zcash Open Development Lab, patched it within days. ZEC still dropped more than 30%. It fell as low as $385.80 once the counterfeiting bug went public.
Then came the harder problem. Orchard hides every amount. So nobody could prove that no fake coins were ever made.
Ironwood fixes that. Money can now leave the old pool only through the turnstile. The turnstile is a counter. It never lets more ZEC out than went in.
Fake coins, if any exist, are stuck inside forever.
“However, rather than merely asking users to migrate away from a deprecated pool, we are effectively forcing wallets to conduct Orchard transactions in the new pool,” Sean Bowe and Dev Ojha wrote that in a joint statement from Project Tachyon and Valar Group.
Outside auditors and formal verification work back the fix.
Zcash Had This Exact Problem in 2018
This is the second time. In March 2018, cryptographer Ariel Gabizon found a fake-coin bug in Sprout, Zcash’s first private pool.
The company kept it quiet for 11 months. It slipped the fix into the Sapling upgrade that October. It only published the full story in February 2019.
That fix stopped new fake coins. It could not prove old ones were never made. Sprout was simply closed and left behind.
Eight years later, 22,747 ZEC still sit there. Nobody has ever broken the turnstile. That silence is now the best proof nothing was faked.
Sprout, 2018Orchard, 2026Bug foundMarch 2018May 2026Made public11 months laterWithin daysHow it was fixedQuietly, inside SaplingPatch, then IronwoodOld poolLeft open, moving optionalLocked, moving requiredZEC involved22,747 still stuck3,765,594 to move
Ironwood learns from that. It does not ask people to leave the old pool. It gives them no reason to stay.
What to Watch Over the Next 30 Days
You can now watch the move happen. ZODL’s dashboard shows funds leaving Orchard block by block.
If people move slowly, a big chunk of private ZEC sits unusable. If everyone moves at once, the supply check gets stronger but privacy gets thinner.
ZEC traded near $506 on Monday. It is up about 4% in a day and 22% in a month, according to current Zcash price data. Over the past year it has gained more than 1,100%, a run that put it in Forbes’ 2026 top 10.
Zcash (ZEC) Price Performance. Source: BeInCrypto
The code looks ready. The real test is whether the exchanges are.

Average yields on the Bloomberg Global Treasury Index climbed to 3.68%, the highest level since the 2008 global financial crisis. The selloff lands days before rate decisions from the Federal Reserve, Bank of Japan, and Bank of England.
The index tracks government debt from investment-grade countries. It is heading for its biggest monthly drop since March, challenging hopes that the worst of this year’s bond rout has passed.
Global Bond Yields Surge Across Every Major Market
US 30-year Treasury yields trade just below their highest level since 2007. UK gilts have logged their longest streak of daily closes above 5% in almost two decades, according to Bloomberg.
Global Bond Yields / Source: X
Germany’s 10-year yield has reached its highest point since 2011. Meanwhile, Japan’s 40-year yield moved above 4%, and its five-year yield hit a record since the maturity launched in 2000. Australia now carries the highest benchmark yields in the developed world.
Bond prices fall when yields rise, so the pain shows up in funds. BlackRock’s iShares 20+ Year Treasury Bond ETF fell almost 5% in one month. The fund has lost more than half its value since 2020, while the global benchmark sits roughly 20% below its early-2021 peak.
Why the Selloff Refuses to Cool
Strong US employment and growth data flipped rate expectations from cuts to possible hikes. Traders assign roughly a one-in-three probability to a hike at the July 28-29 meeting, where a split among 104 economists shows how uncertain the path remains.
Target rate probabilities for July 29 / Source: CMEgroup
Fed Chairman Kevin Warsh has also cut back on forward guidance. Consequently, the ICE BofA MOVE Index, which measures bond market volatility, hit a two-month high on Thursday.
Bank of America said less guidance lets markets price the action they believe the Fed should take. Barclays warned that a hike, or a poorly explained hold, could push parts of the curve higher.
Energy added pressure earlier in the week. Brent crude broke above $100 on Thursday, reviving inflation fears, before it fell 7% on Sunday after Iran signaled a pause, while gold climbed above $4,100.
What Rising Yields Mean for Crypto
Higher government bond yields raise the risk-free rate that every other asset must beat. That pressures equity valuations, corporate borrowing costs, and governments carrying heavy debt loads.
Moody’s believes markets may have entered a period of structurally higher inflation, higher rates, and wider fiscal deficits. For crypto, that cuts both ways. Expensive money competes for capital, yet fiscal stress strengthens the case for hard assets.
Bitcoin (BTC) has held firm so far, trading near $65,157, up 1.3% over the past day. Whether that resilience holds depends partly on how two central banks act this week.
Wednesday’s Fed decision will show whether bond markets have priced policy correctly, or whether yields have further to climb.

El Salvador’s two main opposition parties named their candidates for the February 2027 presidential election. The move sets up a challenge to President Nayib Bukele’s third-term bid and the Bitcoin (BTC) strategy built around him.
The Nationalist Republican Alliance, ARENA, picked former lawmaker Maytee Iraheta. The Farabundo Marti National Liberation Front, or FMLN, tapped physician and union leader Rafael Aguirre. Neither rival has embraced Bukele’s Bitcoin strategy; in fact, both campaigns have openly criticized it as a fiscal failure.
Both now face a president who remains broadly popular after six years in office.
Bukele’s Third Term Tests a Rewritten Constitution
Bukele’s Nuevas Ideas party nominated him this month. His running mate remains Vice President Felix Ulloa.
For ARENA, the ticket marks a historic first, with Iraheta and her running mate forming the party’s first all-female pairing. Neither party has proposed a rival Bitcoin policy, and both would need a broader coalition to challenge Bukele’s strategy in Congress. ARENA holds just two seats in the Legislative Assembly, and the FMLN has had none there since 2024. Whoever wins in February will govern until 2033.
That imbalance reflects Bukele’s dominant approval rating, which recently topped 94 percent in one national poll. Crime, not Bitcoin, appears to drive that support. Only 2.2% of Salvadorans call Bitcoin his biggest failure, according to one recent poll.
Bitcoin’s Legal Status Already Shifted
Notably, Bitcoin is no longer a mandatory legal tender in El Salvador. Following a $1.4 billion International Monetary Fund (IMF) loan agreement in February 2025, the government removed the requirement for businesses to accept the token. This pivot effectively returned the US dollar to its status as the nation’s sole official currency for everyday commerce
Still, the National Bitcoin Office kept buying roughly one BTC per day. The government boosted its gold reserves in January. The IMF has repeatedly warned that the Bitcoin push carries fiscal and governance risks. It has also been said that the strategy has not measurably improved financial inclusion for unbanked Salvadorans.
El Salvador’s own Bitcoin Office tracker shows holdings climbing to roughly 7,730 BTC as of July 27. That is up from about 7,700 BTC a month earlier, a steady daily staircase that confirms Bukele’s one-BTC-a-day pledge is still active.
Bitcoin Office tracker El Salvador. Source: bitcoin.gob.sv A Reserve Exposed to Bitcoin’s Swings
Therefore, the next president inherits a bet still tied to the market. Bitcoin trades near $65,300, and its price outlook for August flags further swings ahead. The token remains roughly half its October 2025 record above $126,000.
That decline already erased nearly $300 million from the state’s holdings earlier this year. Some analysts, meanwhile, tie Bitcoin’s next move to pending US regulation rather than El Salvador’s politics.
Ultimately, February’s vote will settle the matter. The next administration, whoever leads it, will decide whether that accumulation continues or comes to a halt.

Technology, artificial intelligence, and prediction market companies spent record sums lobbying Washington in the first half of 2026. New federal disclosures filed this month show the scale of the push.
Anthropic nearly tripled its federal lobbying, outpacing rival OpenAI by more than $1 million.
Anthropic Outspends OpenAI on Federal Lobbying
The Financial Times reported that Anthropic nearly tripled its lobbying expenditure to $3.53 million. The firm added the Treasury Department to its list of lobbied agencies for the first time this quarter.
OpenAI nearly doubled its own spend to a record $2.22 million. Federal rules on new model releases now sit at the top of the industry agenda. Companies also want influence over data center construction, power supply, and more.
“The lobbying offensive has been as much about deterring regulation as making the case for an affirmative government industrial policy that supports the industry,” Amba Kak, co-executive director of AI Now Institute, said.
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Issue One Counts 324 Lobbyists Across Six Companies
Overall, Issue One counted $41 million in combined spending from January to June. That covers 11 major technology, social media, and AI companies and their trade associations.
The total works out to more than $226,000 per day. The figure rose 8% from $38 million in the same period of 2025.
Six of those companies retained 324 lobbyists during the second quarter alone. The group covers Alphabet, Anthropic, Meta, Microsoft, Nvidia, and OpenAI. That equals roughly one lobbyist for every 1.5 members of Congress.
Meta led second-quarter spending at nearly $6 million. Alphabet followed with $5.3 million, Microsoft with about $3 million, and Nvidia with $1.25 million.
Anthropic reported $1.97 million in lobbying spending for the quarter, its highest since it began lobbying in March 2024. OpenAI spent $1.2 million over the same three months. Notably, four years ago, Anthropic, Nvidia, and OpenAI had no federal lobbyists.
The spending is not limited to tech and AI companies. Prediction market operators have also stepped up their efforts in Washington.
BeInCrypto reported that Kalshi spent $990,000 on lobbying in the first half of 2026. Including outside firms, its total reached nearly $1.8 million. Polymarket keeps a smaller footprint.
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Circle Internet Group bought the core of IBM’s blockchain patent estate on Monday, taking more than 680 patent families and nearly 1,000 issued patents worldwide. Neither company disclosed the price.
CRCL stock traded near $63.60 in premarket dealing, roughly 2% above its $62.36 close on Friday. The purchase lands nine days before Circle reports second-quarter results.
Circle Stock (CRCL) Stock Performance. Source: Google Finance What Circle Bought From IBM’s Blockchain Patent Portfolio
The assets cover foundational blockchain technology, banking, financial services, insurance, supply chain verification, and secure cloud operations. Circle said the deal makes it the largest holder of blockchain patents in the United States.
Circle has acquired fundamental assets from the @IBM blockchain patent portfolio, including 680+ patent families and nearly 1,000 issued patents worldwide.The acquisition makes Circle the leading U.S. blockchain patent holder and strengthens the foundation behind USDC, CPN,… pic.twitter.com/lp6F6z55aw
— Circle (@circle) July 27, 2026
That claim has a traceable foundation. Patent Sight data published by Statista already ranked IBM first among owners of active US blockchain patent families in 2022, ahead of Ant Group.
In other words, Circle did not simply add patents. It bought the estate that held the top American position, and the top spot moved with it.
Key Numbers Behind the Circle IBM Deal
The portfolio now sits underneath USDC, the Circle Payments Network, and Arc, its enterprise blockchain. Circle and IBM said they would explore further commercial work.
“Intellectual property is critical to advancing our mission and expanding adoption of on-chain infrastructure. IBM has been a pioneer in technological innovation, and this acquisition expands Circle’s ability to advance the infrastructure that powers global, internet-native finance,” Sarah Wilson, General Counsel and Corporate Secretary at Circle, in the company statement.
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Why CRCL Stock Rose Only 2% on the IBM Patent Deal
A 2% premarket bid is a muted response, and the comparison set explains why. Circle spiked as much as 15% intraday on July 10 when the Office of the Comptroller of the Currency cleared its national trust bank, then closed up 5%.
Regulatory wins move this stock. Undisclosed patent purchases do not.
Investors also have no number to model. Circle carried $2.86 billion in trailing revenue and a $14.3 million net loss into the quarter, so a material cash outlay would be visible on August 5.
IBM shares rose roughly 1.8% premarket to $218. A patent sale of undisclosed size would not move a company of that scale, so the two moves should not be read as one trade.
IBM Stock Performance. Source: Google Finance
Sentiment now sits far below the sell-side. Twenty-seven analysts still average a $120.76 price target, nearly double Friday’s close, despite Circle’s post-IPO stock collapse from a $263.45 record close.
EventDateCRCL reactionIPO priced at $31June 5, 2025Closed first session at $83.23OCC trust bank approvalJuly 10, 2026Closed up 5% at $66.14Visa stablecoin platform launchJuly 16, 2026Fell 7.7% to $60.64IBM patent acquisitionJuly 27, 2026Up about 2% premarket
Circle Stock Reaction to Different Events The Open USD Problem These Patents Do Not Fix
Here is the detail that sharpens the story. IBM appears on the Open Standard partner list, alongside Visa, Mastercard, BlackRock, Google, Stripe, and Coinbase.
Open Standard launched Open USD on June 30 with more than 140 backers. The token returns almost all reserve income to distributors after a management fee, and charges nothing to mint or redeem.
That design targets the exact revenue line Circle depends on. Mizuho analyst Dan Dolev cut Circle to underperform on July 14 and slashed his target to $50 from $85, citing the pass-through model.
His 2027 adjusted EBITDA estimate fell to $699 million from $1.09 billion. JPMorgan trimmed its own Circle numbers the same day, pointing to weak second-quarter crypto activity.
Visa then made the threat operational. Its Stablecoin Platform, announced July 16, gives institutions minting and redemption access starting with Open USD, according to the company release.
So Circle has bought foundational blockchain IP from a company that is simultaneously helping build the consortium competing for payment distribution. Patents raise the cost of copying Circle’s stack. They do not restore reserve yield or win back distribution.
What To Watch Over the Next 30 Days
Four things will show whether this deal is substance or signal.
First, the August 5 results. Look for the consideration paid, any new intangible asset line, and management commentary on how the patents will be used.
Second, the Coinbase distribution agreement, which Mizuho flagged as due for renewal in August. That contract governs how much USDC reserve income Circle keeps.
Third, any move from defense to offense. Circle has not said whether it intends to license or assert these claims against anyone building competing rails.
Fourth, the IBM relationship. The two companies flagged further commercial work without naming a product, a timeline, or a customer.
Until then, technical work still points to a drop toward $40 if support fails. Does owning the patents behind on-chain finance matter if a 140-member consortium simply builds around them?

Goldman Sachs is bullish on the South Korean won, Taiwan dollar, and Malaysian ringgit, arguing that the artificial intelligence (AI) investment boom now shapes Asia’s foreign exchange market.
The bank ranks those currencies above energy importers such as the Thai baht and Indonesian rupiah, which it expects to keep lagging.
Why Chips and Oil Now Split Asia’s Currencies
Goldman identifies two forces behind Asian macro markets this year. One is an energy supply shock. The other is AI capital spending.
That split separates countries that sell chips from those that buy oil. Goldman expects the divergence to hold while AI investment stays intact.
South Korea carries the strongest bullish case. Goldman economists forecast the current account surplus will almost double to roughly 300 billion dollars this year. That figure equals 13.9% of gross domestic product (GDP).
“Reduced foreign equity outflows has lessened offset to surging current account surplus, paving way for [the won’s] rally,” the bank wrote in a report.
Goldman Sachs also expects the Taiwan dollar to outperform, supported by surging semiconductor exports and a widening trade surplus. The bank projects Taiwan’s current account surplus will reach 25% of GDP this year.
While interest rates are likely to remain unchanged, strong technology exports and substantial US dollar deposits are expected to continue underpinning the currency.
The third currency the bank is bullish on is the Malaysian ringgit. It cited resilient AI-led economic growth, strong export performance, and sustained foreign direct investment as key factors expected to support the currency.
Goldman sees weaker prospects elsewhere. It says falling gold prices and lower real interest rates weigh on Thailand’s baht.
Indonesia faces governance and policy questions despite steps to attract foreign capital. Lastly, the bank also sees the Philippine peso remaining sensitive to high oil prices.
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AI-Linked Currencies Are Losing Less, Not Gaining
Market data shows what outperformance actually means here. Every currency Goldman links to AI has lost ground against the dollar index, which is up nearly 3% in 2026.
The Singapore dollar has slipped 0.28% this year. The ringgit has fallen by 0.67%, the won by 1.64%, and the Taiwan dollar by 3.05%.
Asian Currencies’ Performance Against The Dollar. Source: BeInCrypto/Google Finance
Still, energy importers fared worse. The peso dropped 4.48%, the baht 5.97%, and the rupee 6.01%. Indonesia’s rupiah leads the declines at 7.30%. Even the weakest AI currency has beaten the strongest energy importer by more than a percentage point.
China remains the exception. The yuan has gained 3.32% this year, the only Asian currency higher against the greenback. Goldman keeps a 12-month USD/CNY forecast of 6.50, citing undervaluation and Beijing’s push to internationalize the currency.
Not every bullish call rests on AI. Goldman expects the Reserve Bank of India’s measures and softer oil prices to provide support for the Indian rupee.
For the Singapore dollar, Goldman remains neutral after the Monetary Authority of Singapore left policy unchanged.
Three currencies, therefore, carry the AI case. That distinction matters if capital spending slows, since a shift in the cycle could likely move them all at once.
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NVIDIA launched the Open Secure AI Alliance on Monday with 36 partners, including Microsoft, IBM and Palantir. It follows a July hack in which closed AI models refused to help Hugging Face investigate its own attacker.
Members will share open AI models, data and security tools. NVIDIA says defenders need AI they can open up, change and run themselves.
Why Closed AI Models Failed Hugging Face
The attack started with a poisoned dataset. According to Hugging Face’s disclosure, it let an attacker run code on one of the company’s machines.
From there the attacker stole passwords. It then spread through internal systems over a weekend.
Hugging Face’s own AI spotted the break-in. The clean-up was the hard part.
The company asked leading commercial AI models to study the attack. They refused. Their safety filters could not tell a defender from a hacker.
So the team used an open model called GLM 5.2 instead. They ran it on their own computers. It sorted more than 17,000 attacker actions in hours, not days. No passwords left the building.
On July 16, Hugging Face said it did not know which AI ran the attack. Five days later, OpenAI supplied the answer. Two of its models did it, during a security test with the safety limits switched off.
“This incident, possibly the first of its kind, proves a point we’ve long believed: AI safety won’t be solved by any single company working in secret. It will be solved in the open, collaboratively, with broad access to AI for every defender, everywhere,” Clem Delangue, co-founder and chief executive of Hugging Face, in a statement published by OpenAI.
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From Hack to Alliance in 11 Days
NVIDIA moved fast. It went from single incident to industry bloc in under two weeks.
Which Companies Joined the Open Secure AI Alliance
The group has 37 companies in total. Microsoft, IBM, Palantir, CrowdStrike, Red Hat, SpaceXAI and Hugging Face all joined.
Three big names are missing. OpenAI, Anthropic and Google are not on NVIDIA’s blog list. Yet OpenAI and Anthropic both joined the Linux Foundation’s Akrites security effort in June, alongside NVIDIA.
Some members bring tools they already built. Hugging Face has offered Safetensors, a safer way to store AI models, to the PyTorch Foundation. NVIDIA released a research tool called NOOA on GitHub.
CNBC host Jim Cramer read the launch as a fresh story for the stock.
New Nvidia Central Bank narrative tussles with oil and fed! love it… we got it
— Jim Cramer (@jimcramer) July 27, 2026
NVDA closed at $206.84 on Friday, down 0.92%. It traded near $208.55 in early Monday pre-market dealing, a gain of 1.33%.
Nvidia (NVDA) Stock Performance. Source: Google Finance Why NVIDIA Is Lobbying Washington on Open AI
The alliance carries a policy message too. NVIDIA says a broad ban on open AI would leave defenders weaker. It would also hand control to a few big closed companies.
NVIDIA and 24 other companies signed the open-weights letter on July 24. OpenAI, Anthropic and Google all declined at launch. More have signed since.
Washington is weighing curbs on Chinese models. Officials cite security and intellectual property concerns. Twitter co-founder Jack Dorsey has already issued an open source AI warning.
What to Watch Over the Next 30 Days
Three signs will show if the alliance is real.
Whether OpenAI, Anthropic or Google join later
Whether the group ships shared tools, not just statements
Whether Washington’s limits on open AI move forward
NVIDIA reports earnings on Aug. 26. Expect questions on how AI policy affects demand.
Regulators will decide who wins the argument.

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。

Two crypto platforms disclosed security incidents over the weekend. WEMIX said ownership of a WEMIX$-related contract was compromised, while Garden Finance took its app offline after identifying unusual activity.
Both incidents are small by dollar value. Yet they match the pattern that has shaped crypto security this year, with attack counts climbing to records while individual losses shrink.
What Happened at WEMIX and Garden
WEMIX reported abnormal transactions on the evening of July 26. Approximately 5,225,525 WEMIX$ were issued without authorization.
That supply converted into 30,736 WEMIX and 724,198.27 USDC.e. The assets moved through bridges to Ethereum and BSC, then into assets including Ether (ETH) and Tether (USDT).
Some of those assets reached centralized exchanges. WEMIX said it has asked exchanges and stablecoin issuers to freeze the attacker’s wallets.
“All bridges connected to and from WEMIX3.0 have been suspended temporarily. Chainlink CCIP has been suspended, and the PLAY Bridge has also been temporarily suspended,” the platform said.
The company said the cause remains under investigation, and the numbers may change.
Separately, Blockaid flagged an exploit on Garden Finance. The firm counted about $450,000 in USDT drained across Ethereum, Base, Arbitrum (ARB), and BSC at the time of its alert.
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we identified unusual activity on garden today and are looking into it.the app is temporarily offline while we complete a full investigation.we'll share updates as soon as we have more information.
— Garden 🌸 (@gardenfi) July 26, 2026
Record Crypto Hacks Define 2026
TRM Labs recorded 207 hacks in the first half of 2026. That is more than double the 83 logged a year earlier. The firm said the figure was the highest it had recorded in any six-month period.
However, total hack losses moved in the opposite direction. Roughly $972 million was stolen, against about $2.3 billion in H1 2025.
The data points to a split between frequency and severity. More attacks landed, yet the largest sums concentrated on a handful of high-value targets, including KelpDAO and Drift Protocol.
Last week reinforced the pattern. Lookonchain counted three attacks last week totaling $35.55 million, hitting AFX Trade, the Verus Ethereum bridge, and B2 Network.
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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。

Shares of Chinese memory chipmaker CXMT rose about 470% on their Shanghai trading debut Monday. The move lifted its market value to roughly 3.3 trillion yuan.
The Hefei-based company raised 57.92 billion yuan, or about $8.6 billion, in Asia’s largest initial public offering this year. Investors bid it up as memory prices climb amid demand for artificial intelligence.
CXMT Stock Surge Shows Investors Still Chasing AI Memory Trade
CXMT priced its shares at 8.66 yuan and opened at 49.50 yuan. Only 6.73% of its enlarged share capital trades freely at listing, Reuters reported.
Individual investors submitted 9.4 million orders worth 7.07 trillion yuan. That demand oversubscribed the retail tranche 212 times. The retail order book was roughly 10 times larger than SpaceX’s, which set the record for the largest IPO ever.
CXMT now ranks as the most valuable company listed in China. It displaced Industrial and Commercial Bank of China (ICBC), which previously held the top spot.
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BREAKING: 🇨🇳 China's CXMT shares surged +472% in its trading debut.CXMT opened at ¥49.50 vs its IPO price of ¥8.66.The company raised ¥57.92 billion ($8.6B) in Asia's largest IPO of 2026.CXMT became the most valuable company listed in mainland China, overtaking ICBC.… pic.twitter.com/dc2Vij1XVz
— Bull Theory (@BullTheoryio) July 27, 2026
CXMT Debuts Into Surging AI Infrastructure Demand,
The financials behind the pop trace to surging global memory demand. CXMT posted a first-quarter operating profit of 35.43 billion yuan, against a 2.83 billion yuan loss a year earlier.
The surge came as contract prices for conventional DRAM climbed roughly 93% to 98% quarter over quarter in the first quarter, TrendForce reported. Industry revenue rose 81% over the same period to $97 billion.
CXMT ranks as the world’s fourth-largest DRAM producer. The company held a 7.67% share of the global DRAM market in 2025, according to its prospectus. Samsung, SK Hynix, and Micron together controlled about 90% in the first quarter of 2026.
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Bitcoin (BTC) price is close to ending July green for the third year running, a streak no other month can match. August now arrives with the worst seasonal record on the board.
BTC trades near $65,300 after a quiet, range-bound week. Meanwhile, three forces decide the next leg. Fading fund inflows, a split between whales and long-term holders, and a bearish chart pattern.
July’s Winning Streak Runs Into Its Weakest Month
History frames the risk first. July has closed green three years running, in 2024, 2025 and 2026 (still forming), a significantly rare pattern.
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This July is up 11.5% even though BTC spent most of the last week stuck in a range. That gain matters because Bitcoin had ignored seasonality for most of the year. June fell 20.5% against a positive average, and June’s weak close shaped July’s Bitcoin price prediction as well.
Bitcoin Monthly Returns Table: CryptoRank
August is where the script turns. Its -7.87% median is the weakest of any month on the table, and its -0.64% average is one of only two negative readings. August has also closed red every year since 2022.
Fund flows already echo the caution. Weekly Bitcoin ETF inflows peaked at $197.40 million in the week to July 10, then slid to $75.67 million, and finally $33.79 million by July 24.
That is a 55% drop in one week and an 83% fall from the July peak. Institutions are not selling, but US spot Bitcoin ETF demand is clearly cooling into the weakest month.
Weekly Bitcoin ETF Flows: SoSoValue
Fund desks may be stepping back. The largest on-chain wallets are doing the opposite.
Bitcoin Whales Buy While Conviction Holders Retreat
Bitcoin whales turned buyers on July 23. The number of entities holding at least 1,000 BTC rose from 1,263 to roughly 1,267 within three days.
The same setup appeared exactly a month earlier. Whale entities climbed on June 23 , all the way to mid-July, and Bitcoin gained nearlyt 4% over that stretch. The data suggests whales may be positioning for another short-term rebound.
Entities Holding 1,000 BTC: Glassnode
Long-term Bitcoin holders tell a different story. The hodler net position change, a metric tracking how much supply long-term wallets add or shed each month, peaked at 42,301 BTC on May 24 with Bitcoin near $77,039.
Hodler Net Position Change Peak: Glassnode
It then fell to roughly 20,500 BTC by July 2, a drop of about 52%, while price slid to $61,486.
That pattern is repeating. The reading dropped from 29,838 BTC on July 11 to 15,766 BTC on July 26, a 47% decline, even though price held near $65,000.
Hodler Net Position Change July: Glassnode
Holders are still adding coins, just far more slowly. The slowdown suggests this group may be bracing for a correction, echoing what fund flows already show.
Retail offers no counterweight. A whale-retail divergence score of 4.4 on the daily timeframe reads as aligned, meaning small and large traders are moving the same way. That alignment cuts both ways, because if whales flip, retail has no reason to hold the line.
Whale Retail Divergence Score: Charlie Quant Lab
With institutions easing off and holders slowing, the chart becomes the decider.
Bitcoin Price Prediction Hinges on One Level Below $61,000
The chart backs the cautious camp. On the three-day timeframe, Bitcoin has traded inside a head and shoulders pattern since early March, a bearish formation where one high peak sits between two lower peaks.
Buying volume has fallen since June 30 even as price rose. Weak volume behind a rising right shoulder is a textbook sign of exhaustion, and it validates the pattern’s 25% breakdown risk.
Bitcoin Head And Shoulders Pattern: TradingView
Levels decide the rest. Since July 3, Bitcoin has traded between $66,885 and $60,965.
A three-day close above $66,885 would restore strength and open a path toward $76,118, keeping Bitcoin’s route back to $100,000 alive. Losing $60,965 breaks the floor and exposes the neckline near the $54,000 zone.
A neckline break could trigger the measured move toward roughly $41,266. The Bitcoin price prediction for August therefore stacks a technical breakdown on top of a median seasonal loss near 8%.
Bitcoin Price Analysis: TradingView
A caveat applies. Head and shoulders patterns fail often, and a slide to the $41,000 zone needs a catalyst the market does not currently have. Only a reclaim of $82,931 cancels the bearish structure outright, which looks as far-fetched as the downside target. For now, $60,965 separates a rangebound August from a slide toward $41,266.

暗号資産市場は、今週$636.4百万ドルを超える価値のトークンを迎えます。主要プロジェクトとして、Sui（SUI）、EigenCloud（EIGEN）、Kamino（KMNO）などが、大規模な新規トークン供給を行う予定です。
これらのアンロックは、市場のボラティリティを高め、短期的な価格変動に影響を与える可能性があります。そこで、注目すべきポイントを整理します。
1. Sui（SUI）
アンロック日：8月1日
アンロックされるトークン数：1,372万SUI
放出予定供給量：40.6億SUI
総供給量：100億SUI
Suiは、高性能なブロックチェーンで、スケーラビリティ、低遅延、そして分散型アプリケーション（dApps）のためのアーキテクチャを提供することを目的としています。また、オブジェクト中心のデータモデルや、既存のブロックチェーン・アーキテクチャにおける非効率を解消しようとするMoveプログラミング言語によっても差別化されています。

X上で、シバ・イヌ（SHIB）のチームは「OGカルチャーは決して消えておらず、SHIBも同様だ」と述べ、トークンがなお注目を集めている証拠として新たな上昇（ラリー）を挙げた。
暗号解説者のデイヴィッド・ゴフシュテイン氏がこのやり取りを火付け役にし、暗号業界のスラングで「OG」（original gangster）と呼ばれる初期のミームコインが、市場全体で再び重要性を取り戻しているのだと主張した。
シバ・イヌのチームがオンライン上で改めて強気姿勢を示す
ゴフシュテイン氏は、過去2日間のSHIBの動きによって自身がより強気になったと投稿した。彼は、この変化はミームコイン全般にわたってOGの復活を示していると述べた。ゴフシュテイン氏は、シバトークンの返信を引き起こした元の投稿の中で、その考えに至った理由を説明した。

シンシア・ルミス上院議員は、明確化法（Clarity Act）が北朝鮮のラザルス・グループが盗難資金に悪用する金融上の穴を塞ぐと述べています。彼女は、この法案が財務省に新たな制裁手段を与え、不審な資金を凍結する取引所に対する法的な盾を提供すると主張しています。
デジタル資産市場明確化法（Digital Asset Market Clarity Act）は、暗号資産業界の中核となる市場構造に関する法案です。2025年に下院を通過し、今年は上院の委員会でも可決されましたが、まだ本会議での全面的な採決を待っています。
法案の現状
この法案は正式にはH.R.3633で、今月上旬に超党派の支持を得て下院を通過しました。上院銀行委員会は5月にこれを前進させ、その後7月22日に上院共和党が、倫理規則と不正資金に関する文言を追加した統合案を公表しました。

チャンポン・チャオ（CZ）、バイナンスの共同創業者は、自身のXフォロワーに対し「ドル・コスト平均法（DCA）を理解せずに、資産を築くことはできない」と述べました。彼はこの基本的な金融用語について、多くの暗号資産投資家が無視しすぎているとも語っています。
このコメントは、CZが2日前に投稿した質問に続くものでした。その質問は「強気（ブル）相場と弱気（ベア）相場のどちらが、長期保有にとってより良いエントリーポイントを提供するのか」という内容でした。CZの答えは、市場のタイミングを計るよりも、よりシンプルで規律あるアプローチを支持していました。
CZが「タイミング」についての質問を持ち出した理由
CZは7月24日に、元の質問を投稿し、フォロワーに直接「強気（ブル）と弱気（ベア）のどちらの状況が長期投資家により適しているのか」を尋ねました。この投稿は2日間で180万回以上の再生を集め、新規投資家がこのまったく同じ質問をどれだけ頻繁にするかを示しています。

韓国からの需要が、土曜日のモルフォ（MORPHO）のクジラ取引、ウォレット作成、取引所からの資金流出を複数カ月ぶりの高水準に押し上げました。この急騰は、同日にUpbitがウォン建ての取引ペアを新たに開設したのと同じ日でした。
その後、3つの指標すべてで活動は落ち着きました。それでも、Upbitは他のどの取引所よりも多くのMORPHOボリュームを取り扱っています。
土曜日に何が起きたのか
サンティメントは、1日で10万ドル超のクジラ取引を68件記録しました。これは2025年10月2日以来の最多の日次件数です。
ウォレット作成がそれに伴って移動しました。新たに337件のMORPHOアドレスが出現し、2026年3月15日以来の最高の強さを示す数値でした。

サムスン電子とSKハイニックスは週末に、エヌビディアおよびブロードコムとの間で人工知能（AI）チップの供給契約を合わせて9,500億ドル締結しました。
両社の株価はいずれも月曜の取引で下落し続けており、AI相場の上昇がすでにどれほど値段に織り込まれているかを示す断絶が見られます。
巨大なAIインフラ投資の大型契約
SKハイニックスは、今後数年間でメモリーチップを7,500億ドル分、エヌビディアおよびその他の米国企業に供給します。エヌビディアは、この取引の自社分として5,000億ドルを計上しました。この合意は、2027年をターゲットとする新たなデータセンターを対象としており、SKハイニックスの関連会社であるSKテレコムが、エヌビディアの「Vera Rubin」システム上でクラウド事業を構築します。