OKX co-releases the H1 2026 Web3 Security and Risk Control Report with Elliptic, SlowMist, and OttoSec.

According to HTX market data, Bitcoin is currently priced at $65,010. Strategy’s Bitcoin holdings are currently showing an unrealized loss of 13.9%, amounting to approximately $8.8 billion. As of July 20, Strategy holds 843,775 Bitcoin, with a total cost of $63.7 billion and an average cost of $75,476 per Bitcoin.

CryptoQuant data shows that Bitcoin’s profitable supply ratio has rebounded from 46.2% on June 30 to 57.5% as of July 22, crossing back above the 50% threshold and nearing 60%. However, analysts note that while Bitcoin holders as a whole are back in profit, this is not enough to confirm the start of a new bull market. CryptoQuant analysts state that past bear market ends typically require two conditions to be met simultaneously: the 30-day simple moving average (SMA) of long-term holders’ Spent Output Profit Ratio (SOPR) remains consistently above 1, and Bitcoin’s profitable supply ratio rises above 64%. This cycle saw a failed breakout earlier: between April 28 and June 1, the average SOPR of long-term holders stayed above 1 for 35 consecutive days, and the profitable supply ratio hit 67%, but both metrics subsequently fell. Since then, the 30-day SMA of long-term holders’ SOPR has remained below 1 for over 50 consecutive days, indicating that on-chain transfers by long-term holders are still predominantly unprofitable. Meanwhile, spot market demand remains weak, while institutional Bitcoin allocations have seen a slight rebound. Analysts add that while current profitability metrics are improving, whether the recovery can be sustained remains to be confirmed.

Prediction market platform Polymarket puts the probability of Bitcoin rising to $70,000 in July at 13%. Additionally, the probability of Bitcoin hitting $75,000 is 1%, while the probability of it falling to $60,000 stands at 14%.

According to tech media Benchlife, NVIDIA (NVDA.O) has issued price hike notifications to its add-in board partners, with the increase covering GDDR6 and GDDR7 memory kits. It is understood that when NVIDIA sells products to these partners, it packages GPU chips and VRAM (video memory) chips into kits for supply, while the partners are responsible for installing the chips onto their self-designed PCBs (printed circuit boards) to produce custom graphics cards. As prices of GDDR6 and GDDR7 memory kits are set to rise again, AIB (Add-in Board, graphics card board) manufacturers are expected to have no choice but to raise graphics card prices accordingly. (Jinshi)

According to South Korea’s Electronic News, delivery lead times for major semiconductor manufacturing equipment have recently stretched to twice their original duration. Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA collectively account for roughly 70% of the global semiconductor equipment market, and lead times for their core equipment have generally lengthened to 1.5–2 times the original. Some equipment that normally takes six months to deliver now requires a wait of around one year. Similar delays have hit South Korea’s domestic equipment manufacturers too. One South Korean firm supplying front-end and back-end equipment to TSMC and Micron has extended lead times for some products from three to four months to six to eight months; another back-end equipment supplier to Micron has seen lead times rise to 1.5 times the original, with some units waiting over a year. Equipment delivery delays could impact fabs’ planned launch timelines. Samsung Electronics and SK Hynix have started closely monitoring equipment delivery progress and are considering placing purchase orders earlier than scheduled to reduce the risk of equipment not arriving on time. This current stretch in lead times is distinct from the supply chain disruptions of 2021–2022; it is primarily driven by surging chip demand fueled by AI infrastructure investment, as countries and companies expand fabs simultaneously, triggering a sharp spike in equipment orders. As global fab investment continues, supply shortages related to equipment and fab construction are likely to persist.

According to people familiar with the matter, SoftBank Group is considering acquiring Gravis Robotics AG, as the Japanese tech conglomerate targets the artificial intelligence field that underpins robotics technology. SoftBank plans to make a large-scale investment in the European startup and integrate it into its newly established entity Roze. The transaction could be completed in phases, with SoftBank gradually acquiring existing shares and injecting new capital. The deal could ultimately value Zurich-based Gravis at more than $500 million, sources added, noting that no final decisions on the deal’s size or structure have been made yet. (Jinshi)