News 26 juli 2025 - 30 juli 2025

Over 80,000 BTC, inactive since 2011, were sold OTC for about $9 billion last week, facilitated by Galaxy Digital with no major on-chain movement. Bitcoin traded near $117,948 and Ethereum near $3,800 on July 28. Marathon Digital raised $950 million in convertible notes, aiming to boost its BTC holdings to 50,000. PayPal launched Pay with Crypto, letting U.S. merchants accept over 100 cryptocurrencies with instant USD conversion.

Tesla and Samsung signed a $16.5 billion contract for next-gen AI chip production at Samsung’s Texas plant. OpenAI seeks up to $40 billion in new funding led by SoftBank, targeting a $300 billion valuation. Nvidia placed orders for 300,000 H20 GPUs at TSMC after eased China export rules. Alphabet reported Q2 revenue of $96.4 billion, up 14%, with net income rising 19% on AI and cloud growth.

A Bitcoin whale sold 80,000 BTC ($9 billion) in a single transfer July 26–27, briefly pushing BTC below $115,000 before recovery; Galaxy Digital confirmed the sale was for estate planning. Ethereum rose about 50% in July as US spot ETH ETFs saw $4.6 billion in inflows. XRP hit $3.60, then dropped 14% after a Ripple co-founder moved 50 million XRP to exchanges. WOO X lost $14 million in a July 24 hack.

C3.ai shares fell 11% after CEO Thomas Siebel announced his resignation for health reasons; Siebel will remain chairman. SoundHound AI closed at $11.71 Friday, down 40% year-to-date despite 151% revenue growth in Q1. BigBear.ai stock has surged 82% in 2025, trading near $8, fueled by defense-sector AI demand and recent leadership changes.

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, mainly for AI chips and data centers, after beating Q2 profit forecasts and posting higher cloud revenue. Nvidia shares rose 1.7% to $174, with market value at $4.23 trillion. Intel cut 15% of staff and paused new factories despite Q2 sales of $12.9 billion. S&P 500 closed at 6,363 and Nasdaq hit records on July 24.

An anonymous trader placed a $23.7 million options bet that Bitcoin will reach $200,000 by year-end, buying 3,500 December calls at $140,000 and selling 3,500 at $200,000. Bitcoin hit a record $123,000 on July 14 and has since traded between $116,000 and $120,000. Open interest on Deribit neared record highs as institutions increased options activity.