Market Analysis 27 July 2025 - 10 February 2026

Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks
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Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks

China’s lithium carbonate futures jumped 6.07% to 178,020 yuan per ton after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. The ban, which includes cargoes in transit, disrupted supply to China, which received most of Zimbabwe’s 1.128 million tons of lithium concentrate exports last year. Shares of Chinese miners with Zimbabwe exposure fell as firms assessed the impact.
February 26, 2026
Bitcoin price today: BTC slips below $70,000 again as U.S. data looms and Korea exchange blunder bites
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Bitcoin price today: BTC slips below $70,000 again as U.S. data looms and Korea exchange blunder bites

Bitcoin fell 0.2% to $69,331 in late Tuesday trading, slipping below $70,000 after a South Korean exchange error and ahead of key U.S. economic data. Ether dropped 1.7% to $2,024. U.S. spot bitcoin ETFs saw mixed flows, with $144.9 million net inflows driven by Grayscale, while BlackRock posted outflows. South Korea’s regulator called for tougher rules after Bithumb mistakenly credited 620,000 bitcoins to users.
February 10, 2026
Apple beats Samsung in 2025 global smartphone race as a memory crunch clouds 2026
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Apple beats Samsung in 2025 global smartphone race as a memory crunch clouds 2026

Apple narrowly led global smartphone shipments in 2025, shipping 247.8 million units for a 19.7% market share, just ahead of Samsung’s 241.2 million and 19.1%, according to IDC. Holiday demand lifted volumes despite parts shortages and higher costs. Analysts warn 2026 may see memory shortages and price drops hit low- and mid-tier phones hardest. Chipmakers are ramping up DRAM production to address tightening supply.
January 19, 2026
Huawei beats Apple to retake China smartphone No.1 spot as rising memory costs loom
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Huawei beats Apple to retake China smartphone No.1 spot as rising memory costs loom

Huawei led China’s smartphone market in 2025, shipping 46.8 million units and overtaking Apple and vivo, according to Omdia. Total shipments fell 1% to 282.3 million. Apple topped the fourth quarter with 16.5 million units, while Huawei shipped 11.1 million. Analysts cited domestic chip production and government subsidies as key factors in Huawei’s rebound.
January 19, 2026
2025 App Downloads Drop to 106.9B, But Spending Jumps to $155.8B as Subscriptions Surge
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2025 App Downloads Drop to 106.9B, But Spending Jumps to $155.8B as Subscriptions Surge

Global app downloads dropped 2.7% in 2025 to 106.9 billion, the fifth straight annual decline, according to Appfigures. Despite this, consumer spending surged 21.6% to a record $155.8 billion, with non-game apps generating more revenue than games for the first time. Subscriptions and in-app purchases drove the increase. The full Appfigures report has not yet been released.
January 15, 2026
Bitcoin Plunge, Ethereum Wobbles, Altcoins Whipsaw – Crypto Weekend Roundup (Aug 2–3, 2025)
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Bitcoin Plunge, Ethereum Wobbles, Altcoins Whipsaw – Crypto Weekend Roundup (Aug 2–3, 2025)

Spot Bitcoin ETFs saw $812 million in outflows on Friday, the second-largest on record, as Bitcoin fell to $113,600 and over $600 million in long positions were liquidated. Ethereum dropped 6% to the mid-$3,400s. The UK FCA will lift its ban on retail crypto ETNs on Oct. 8. A U.S. appeals court overturned Nathaniel Chastain’s NFT insider trading conviction on July 31.
August 3, 2025
Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)
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Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)

Bitcoin fell below $116,000 on August 1, dropping 6.6% as $629 million in leveraged positions were liquidated during a broad crypto sell-off. New U.S. tariffs of 15–20% on countries without trade deals took effect the same day, fueling inflation concerns. Ethereum briefly dipped under $3,600, with $115.8 million in long positions liquidated. Hong Kong’s Stablecoin Ordinance also took effect August 1.
August 1, 2025
Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)
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Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)

Over 80,000 BTC worth $9 billion, dormant since 2011, were sold OTC last week via Galaxy Digital with minimal market impact. Marathon Digital closed a $950 million convertible bond to buy more Bitcoin, while PayPal launched "Pay with Crypto" for U.S. merchants. Tron debuted on Nasdaq through a reverse merger and rebranded as “TRON,” with shares jumping 23% after filing.
July 29, 2025
Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup
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Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup

President Donald Trump signed the GENIUS Act, the first major U.S. federal crypto law, mandating 1:1 dollar or Treasury backing for stablecoins and banning interest on regulated stablecoins. Congress also advanced a Clarity Act to define SEC and CFTC oversight. Bitcoin’s realized market cap topped $1 trillion as prices hovered near $120,000. Hong Kong and Nigeria enacted new stablecoin rules, while the EU’s MiCA framework advanced.
July 28, 2025
Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup
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Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup

Galaxy Digital moved 80,000 BTC ($9 billion) in an estate sale July 26–27, briefly pushing Bitcoin below $115,000 before it rebounded. US spot ETH ETFs saw $4.6 billion in inflows over two weeks, with BlackRock’s fund reaching $10 billion AUM. XRP spiked to $3.60 after Ripple’s partial SEC win, then dropped 14% after a 50 million XRP transfer to exchanges. WOO X lost $14 million in a hack, pausing withdrawals.
July 27, 2025
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