Swedish banking group Svenska Handelsbanken AB has increased its position in Strategy by 23,829 shares, according to a post from BitcoinTreasuries.NET on X cited by Odaily. The newly added stake was valued at $2.21 million. Following the purchase, the bank's total holdings in the Bitcoin treasury company rose to 106,522 shares, with a reported value of $9.92 million. BitcoinTreasuries.NET also described Svenska Handelsbanken as Sweden's second-largest bank and said it has $132.5 billion in assets. The update points to a larger exposure by a major Nordic bank to Strategy, a company widely tracked for its Bitcoin treasury positioning.

QCP said the crypto market has started the week without a clear direction, with traders now watching several macro events for clues on the rate path and broader risk appetite. The firm pointed to Tuesday’s U.S. Consumer Price Index reading and testimony by Federal Reserve Chair Warsh before Congress as the key near-term signals. At the same time, the U.S. second-quarter earnings season is set to begin with major banks. QCP said institutional adoption and ETF demand are still providing support for the crypto market. Even so, it added that Bitcoin may remain stuck in a range in the short term until a clearer macro catalyst emerges. The note frames this week as one driven less by crypto-specific developments and more by incoming economic data, central bank communication and early corporate earnings, all of which could affect sentiment across risk assets.

B.AI shared its latest platform progress at WebX 2026 in Tokyo, presenting an updated product stack to developers and innovators worldwide. According to ChainCatcher, the company highlighted full-stack capabilities spanning advanced AI models, scalable APIs, and developer tools during the event. B.AI said it has been focused on lowering the barrier to using advanced AI technologies. It added that ongoing product and service iterations are aimed at helping both enterprises and individual developers access cutting-edge intelligence in a more convenient and efficient way. The company also invited industry partners and attendees to visit its booth at the conference to learn more about the latest updates and discuss AI-driven innovation opportunities.

Bitget has rolled out Cash Plus, a platform-level yield product designed to offer flexible stablecoin returns. The product initially supports USDT and USDC and is positioned around three features: yield generation, liquidity, and capital efficiency. Users earn returns with daily compounding while keeping the ability to redeem at any time on a 1:1 basis, with funds credited in real time and no fees or principal loss from redemption. At launch, Cash Plus carries a reference annual percentage rate of 4% APR, though Bitget said actual returns will adjust with market conditions. The exchange also said it plans to integrate the product into its Unified Trading Account, or UTA, in the third quarter. Once that integration is completed, balances held in Cash Plus will continue to earn yield while also being usable directly as trading margin, allowing the same capital to serve both earning and trading functions.

Japan has no plan at this stage to revise the target asset allocation of its national pension fund, according to Reuters, which cited sources familiar with internal government discussions. The report said authorities could still increase domestic asset investment within the current tolerance bands. The news pushed the yen and Japanese government bonds lower again, with the yen at one point weakening 0.4% to 162.36 per U.S. dollar before losses eased after additional comments from Chief Cabinet Secretary Minoru Kihara. Speaking at a Monday press conference, Kihara said the Government Pension Investment Fund, or GPIF, reviews its portfolio every year and would begin a formal adjustment process only if market conditions changed materially. Japan’s Ministry of Health, Labour and Welfare, which oversees the fund, declined to comment. Last Friday, Finance Minister Satsuki Katayama had said the government would roll out supporting measures to encourage GPIF and other pension institutions to sharply increase holdings of Japanese financial assets, prompting market bets on potentially hundreds of billions of dollars flowing into domestic markets. As of March this year, GPIF managed 293.6 trillion yen, or about $1.81 trillion, in assets.

QCP Capital said market pressure is building after the U.S. and Iran clashed again over the weekend, 12 days after signing a memorandum of understanding. The two sides accused each other of violating a 60-day ceasefire, clouding the outlook for a second round of talks. Oil has stayed near $70, but QCP said prices could still move higher if supply returns more slowly than expected. In crypto, implied volatility for BTC and ETH has kept rising. Demand has increased for July BTC puts struck at $55,000 to $58,000, pointing to continued hedging interest. At the same time, the market also saw a large buy order for a $64,000 BTC call expiring on the 17th. QCP attributed weaker sentiment to continued net outflows from spot ETFs, concerns tied to Strategy, and pressure in U.S. equities. The firm said traders this week will be watching remarks by Federal Reserve Chair Kevin Warsh at the ECB forum, along with ISM manufacturing PMI and U.S. nonfarm payrolls. With holiday-thinned liquidity, QCP expects volatility to stay elevated.

Morgan Stanley raised its capital expenditure forecasts for five hyperscalers — Microsoft, Google, Amazon, Meta, and SpaceX — and now expects their combined spending to reach about $1.2 trillion in 2027 and $1.4 trillion in 2028, according to a July 12 report cited by TechFlowPost. The bank said available compute capacity across the group could climb from roughly 30GW in 2025 to nearly 120GW by 2028. The report puts Meta at the top of its list, arguing that the market has not fully priced in several monetization options, especially its API business. Morgan Stanley said Meta’s Muse Spark 1.1 model is priced at $1.25 per million input tokens and $4.25 per million output tokens, or 30% to 86% below comparable offerings. Under its model, every 100MW of GB300 capacity dedicated to API services could generate about $8 billion in revenue and add roughly $1.9 to EPS, equal to about 6% upside to 2028 EPS. The report also kept Amazon and Google at Overweight. AWS is projected to post revenue growth of 40% in 2027 and 36% in 2028, while Google is expected to add the most compute capacity, with 9GW in 2027 and 11GW in 2028.

Odaily’s latest market analysis says Bitcoin’s rebound from the July 1 low of $57,820 has largely played out as expected, but the broader structure still points to a bearish market regime. The report focuses on whether BTC can deal with resistance near $64,700 and whether support around $61,500 can hold if the current move cools. On the daily chart, the piece argues that Bitcoin has formed a four-leg corrective structure from the May 6 peak of $82,850, while overlapping moves on the daily timeframe have started to build what it describes as a descending consolidation zone. On the 4-hour chart, the report says a momentum divergence and a top warning from its spread-trading model raise the odds of a technical pullback before any attempt toward $65,700 and potentially $67,300. For positioning, the analysis says the price has already broken below its bull-bear channel, leaving the market under bearish control. It keeps medium-term short exposure at about 20% for now, with room to raise that to as much as 50% if BTC stalls in the $65,700-$67,300 area and model signals align. On HYPE, the report says the token was rejected near $72.97 as flagged in the prior weekly note, then fell as much as 9.39%. It adds that the current correction has already broken below the prior low at $68.16, an early sign that the rise from the June 25 low of $58.5 has been damaged. The key question for this week is whether any rebound can reclaim and break $72.97.