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RWA Tokens Post July 2026’s Strongest Crypto Narrative Return
- Real World Assets (RWA) tokens median return hit +10.7% in July 2026.
- Total RWA on-chain capitalization reached $32.2 billion, a fresh high.
- Meme coins, GameFi and DePIN posted the month's steepest losses.
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The US-Iran Ceasefire Was an Illusion. Markets are Paying the Price
- The US-Iran ceasefire was a temporary pause that left the core disputes unresolved.
- Renewed tensions around the Strait of Hormuz are already hitting oil, shipping, insurance, and global trade.
- Bitcoin and other cryptocurrencies are falling with risk assets as liquidity pressure outweighs the safe-haven narrative.
3 Crypto Stock Earnings to Watch In July
- Robinhood, Coinbase, and Strategy all report Q2 2026 earnings this week.
- Analysts expect Coinbase revenue near $1.31 billion after its $394 million Q1 loss
- Strategy already disclosed an $8.32 billion Q2 loss on its Bitcoin holdings.
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One Benchmark From AT&T Just Moved a Quantum Stock 20%
- AT&T expanded its use of D-Wave quantum technology, sending QBTS stock up 20%.
- Early tests cut one network optimization task from one hour to under 15 seconds.
- QBTS broke a six-week downtrend, with resistance ahead at $21.50 and $24.50.
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Ethereum Withdrawals From BitMart Surge After Wind-Down Notice
- Ethereum withdrawals from BitMart hit their highest level since July 2025.
- The exchange resumed ETH withdrawals after a wind-down announcement Sunday.
- BitMart joins BitMEX and Dango in a wave of 2026 shutdowns.
Robinhood Leads Tokenized Stocks by Holders but Not by Money
- Robinhood holds 44% of all tokenized stock holders four weeks after launch.
- Its tokenized stock value trails Ondo and xStocks by hundreds of millions.
- PONS meme coin now tops Robinhood Chain with a $44.68 million market cap.
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Crypto Forensics Got Smarter, But AI Scammers Got There First
- Blockchain forensics tools have recovered an estimated $34 billion and are used by 45+ regulators as detection has genuinely improved.
- Yet 2025 crypto scam losses hit roughly $17 billion, with AI-powered scams 4.5x more profitable and impersonation fraud up 1,400%.
- The scams that do the most damage never touch the chain and that's the gap no forensic tool can close.
Hong Kong Gave Banks a 2030 Quantum Deadline: Who Gives Bitcoin One?
- HKMA scored banks 2.3 out of 10 on quantum readiness, setting a 2030 deadline.
- Bitcoin has no central authority to mandate its own post-quantum transition.
- BIP-360 merged in February, but the BIP-361 draft remains contested.
