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Ethereum Treasury Selling: Why Quantum Solutions Cut Its ETH Holdings by Nearly 30% Quantum Solutions cut its ethereum:native stack by nearly 30%, pointing to treasury discipline, runway coverage, and risk caps. Here’s how teams weigh selling, staking, or hedging. bitzo.com/2026/07/ethereum-t…
Apple Earnings: Why Strong iPhone Sales Could Not Prevent a Post-Results Stock Drop Apple earnings show solid iPhone demand, yet shares dipped on guidance, margins, and China risk. Expectation gaps and options flows often dictate $AAPL ’s next-day move. bitzo.com/2026/07/apple-earn…
Sui JSON-RPC Shutdown: What Developers Must Change After the July 31 Migration Deadline sui:native deadline July 31, 2026 ends legacy JSON-RPC on public nodes. Teams must shift to gRPC or GraphQL, handle pagination changes, and route deep history via archive gRPC. bitzo.com/2026/07/sui-json-r…
UNI Price Jumps 12%: How Uniswap's Fee Expansion Changes the Token Burn Story 12% ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 surge followed Robinhood Chain debut and fee votes, with ~7.5M UNI burned since December and monthly receipts rising to ~$5.1M in June. bitzo.com/2026/07/uni-price-…
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Strategy Q2 Bitcoin Loss Explained: Why an $8.2 Billion Paper Loss Did Not Stop BTC Buying Q2 filings show a multi‑billion paper loss didn't halt Bitcoin accumulation by large buyers. We unpack accounting, funding, and risk math behind continued bids. bitzo.com/2026/07/q2-bitcoin…
Amazon Earnings: Why 37% AWS Growth Outweighed Record AI Spending 37% AWS growth overshadowed Amazon’s record AI capex as cloud margins and backlog improved. Early AI workloads hit AWS first, not P&L next. What mattered most. bitzo.com/2026/07/amazon-ear…
VIX Jumps After the Fed Decision: What Rising Volatility Means for Stocks and Options VIX jumps 13.45% to 20.66 after the Fed as the S&P 500 slides 1.52%. Practical read on how rising volatility reshapes equity risk, option pricing, and hedging choices. bitzo.com/2026/07/vix-jumps-…
Ostium $24 Million Exploit Explained: How an Off-Chain Breach Can Drain a DeFi Protocol July 2026 Ostium $24M vault drain shows how a compromised off-chain oracle signer and keeper flow can print fake PnL on a perps DEX. Key failures, traces, and hardening steps. bitzo.com/2026/07/ostium-24m…
Ethereum ETF Inflows Return: Can Institutional Demand Offset Weak ETH Price Action? Three weekly ethereum:native ETF inflows in July totaled $103.9M while Ether closed near $1.87K. Morgan Stanley listed staking ETPs on NYSE Arca. Can demand beat price drag? bitzo.com/2026/07/ethereum-e…
Meta Earnings Miss: How Rising AI Spending and Falling Margins Changed the Stock Outlook Meta Q2 earnings miss triggers 6.2% after-hours drop as AI capex guidance rises to 130-145B and expenses jump 55%, squeezing margins and 2026 outlook. bitzo.com/2026/07/meta-earni…
Microsoft Earnings Beat: Why Azure Growth Sent MSFT Stock Higher Despite Record AI Spending 43% Azure growth lifts Microsoft despite record $35.8B AI capex; Q4 FY26 revenue hits $90B and EPS jumps 32%, pointing to durable cloud demand and backlog. bitzo.com/2026/07/microsoft-…
Fed Hawkish Hold Explained: Why Rising Treasury Yields Are Pressuring Stocks and Bonds Treasury yields near multi‑decade highs are tightening financial conditions as the Fed signals a hawkish hold. Stocks and bonds feel the pinch. Here’s what changed. bitzo.com/2026/07/fed-hawkis…
BNB Chain Pasteur Hard Fork Explained: What the August Upgrade Means for BNB Users Aug 25, 2026, 02:30 UTC: BNB Chain Pasteur activates. Mainnet runs v1.7.7 as BEP-675 adds BidBlock and blind signing; Chapel test was July 21. bitzo.com/2026/07/bnb-chain-…
TRON Nears 15 Billion Transactions: Is Stablecoin Activity Turning TRX Into a Payment-First Altcoin? 14.9B TRON transactions and $90B solana:Es9vMFrzaCERmJfrF4H2FYD4KCoNkY11McCe8BenwNYB on TRON point to a payment-first shift as 93% of volume is P2P. Here’s what that means for tron:native fees, risk, and rivals. bitzo.com/2026/07/tron-15b-t…
Bitcoin Futures Open Interest Hits a Two-Month High: Is Leverage Returning Without Strong Spot Demand? 49.8B bitcoin:native futures OI contrasts with uneven spot ETF demand, as CME gains while crypto-native venues trim risk. Here’s what to watch next. bitzo.com/2026/07/bitcoin-fu…
XRP Clarity Act Delay Explained: What the Senate Pause Means for Ripple Investors Senate gridlock on crypto market rules keeps ripple:native in a gray zone while the Ripple case grinds on. Here is how the pause may affect liquidity, listings, and risk. bitzo.com/2026/07/xrp-clarit…
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Gold and Real Yields Explained: Why Fed Policy Moves Bullion Without a Rate Change US 10-year TIPS at 2.44% raised gold’s opportunity cost as June saw $8.9B ETF outflows and trading jump 23%. Fed signals can sway bullion without hikes. bitzo.com/2026/07/gold-real-…
Ondo Network Explained: Why ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 Abandoned Its Layer-1 Blockchain Plan Ondo Network pivot replaces its Layer-1 plan with a TEE-based execution layer after July 2026 Ondo Perps launch. Reasons, trade-offs, and risks for users and builders. bitzo.com/2026/07/ondo-netwo…
Morgan Stanley Solana Trust Launches: Fees, Staking Rewards and What It Means for solana:So11111111111111111111111111111111111111112 0.14% sponsor fee and 95% staking pass-through headline Morgan Stanley’s Solana Trust (MSOL) on NYSE Arca. Here’s how it could reshape SOL’s demand profile. bitzo.com/2026/07/morgan-sta…
US Q2 GDP Preview: What a Growth Surprise Could Mean for the S&P 500, Dollar and Bonds BEA Q2 2026 GDP arrives July 30 as GDPNow sits near 1.5% and the S&P 500 posts its best quarter since 2020. Here is how a surprise could hit USD and yields. bitzo.com/2026/07/us-q2-gdp-…