Gate gStocks is seeing a surge in trading activity across tech and quantum computing-related tokenized stocks. According to the latest data from Gate, the Lam Research token (LRCXG/USDT) rose 1.93% in the past 24 hours to $312.81, while the Quantinuum token (QNTG/USDT) gained 1.17% to $59.02. The Lumentum token (LITEG/USDT) also advanced, up 0.94% to $913.30. The platform uses a 1:1 native stock reserve model, meaning every tokenized security is backed by the equivalent amount of underlying stock. Users can trade around the clock, manage positions through a unified account, start with as little as 1 USDT, and buy fractional shares. Gate gStocks says it plans to add more high-quality stock and ETF offerings as the tokenized securities ecosystem matures, with the goal of providing users with diversified options for allocating capital across both digital and traditional assets. The latest price moves reflect sustained trading interest in tokenized equities tied to tech and quantum computing sectors.

Bitcoin is trading around $64,000 after about two months of rangebound action between $58,000 and $67,000. The report says BTC is approaching a macro downtrend line drawn from the $124,600 and $82,200 highs, while traders are watching liquidity clusters on both sides of the market. Killa says the market is at a key crossroads, with either a failed breakout or a confirmed bottom in play. Akash points to heavy short liquidity between $64,800 and $68,200 and dense long liquidity between $60,000 and $62,900, suggesting a sweep could come before any clearer trend. BIT says the main problem is the lack of clear incremental demand, and Friday’s U.S. nonfarm payrolls report may be the catalyst that sets direction. The piece also notes continued inflows into spot Bitcoin and Ether ETFs, Coinbase’s August 8 suspension of several tokens, cautious U.S. equity futures, pressure on crypto stocks, and a broader market backdrop shaped by AI-related volatility, oil gains, and Treasury yields.

WhiteLine Daily said Sandisk’s latest earnings report changed the way investors may need to approach storage trades over the next six months. The company posted fourth-quarter revenue of $8.965 billion, up 51% quarter over quarter, and adjusted EPS of $39.25, both above market expectations. It also guided next-quarter revenue to $10.3 billion to $10.8 billion, yet the stock fell nearly 8% after hours. The report argues that the issue was not weakening fundamentals, but expectations that had already run ahead of results after a strong move in the shares this year. The publication said investors should now look beyond spot NAND pricing and pay closer attention to long-term contract pricing, enterprise SSD demand, and equipment orders. SNDK has signed eight long-term agreements with six customers, with a combined minimum contract value of about $93.9 billion and a median term of four years. About half of output is expected to be covered by those agreements by fiscal 2027, rising to as much as two-thirds in fiscal 2028. WhiteLine Daily also pointed to Michael Burry’s latest portfolio update. Burry exited his Microsoft long, closed his Oracle short, kept part of his bearish positions in Palantir, NVIDIA, and semiconductors, and rolled some positions out to 2027. The report said that does not mean he has turned bullish. Its reading is that Burry is still skeptical of elevated valuations and the AI capex cycle, but is extending the timeline rather than changing the core view.

Hyperliquid’s token HYPE has remained under pressure since peaking around mid-June, but the platform’s ecosystem has kept expanding, with RWA-linked trading through HIP-3 becoming a larger part of overall activity. Data cited in the report shows Hyperliquid’s share of the global perpetual futures market reached 10.1% on a 14-day rolling average of open interest by Aug. 3, up from 7.1% six months earlier. As of Aug. 1, HIP-3-related RWA names accounted for 41% of perpetual trading volume on the platform, and that figure had recently climbed as high as 74%. The report says Trade.xyz remains the dominant gateway in the HIP-3 ecosystem, backed by first-mover advantage and large trading volumes, while new entrants such as Paragon are trying to gain ground by bidding for tickers and targeting assets with stronger thematic appeal. At the same time, HYPE has fallen 26.8% over the past 30 days, with ETF flow cooling, large on-chain unstaking and exchange transfers by institutional wallets, and weaker buybacks all cited as near-term pressure points. The article also argues that team token unlocks have not become the main source of selling pressure, pointing instead to demand-side changes as the bigger issue for HYPE in the current market.

The coming week carries a dense schedule for crypto markets and adjacent sectors. Circle, SpaceX, Hut 8, and American Bitcoin are all set to release quarterly results, while token unlocks for Succinct (PROVE), Ethena (ENA), and Hyperliquid (HYPE) are also on the calendar. At the same time, several products and services are approaching end-of-life milestones, including DeFi dashboard Zapper, crypto wallet Ctrl Wallet, and Polygon liquid staking token MaticX. Exchanges are making changes as well: Binance will stop supporting the Sophon mainnet and migrate SOPH to Ethereum on a 1:1 basis, and Coinbase plans to suspend trading in IDEX, LRC, OMNI, PIRATE, and FIS. The week also includes Polymarket’s shift to TWAP-based settlement for crypto up/down markets, a planned compensation update from AFX Trade after its bridge exploit, and an upcoming XRP Ledger software release that restores revised features previously removed over security flaws. Macro data are also due, with the U.S. set to publish July unemployment, nonfarm payrolls, and wage figures on Aug. 7.

Lam Research reported results for the fourth quarter of fiscal 2026 that came in above market expectations, sending its shares up 6.58% in after-hours trading at the time of writing. The semiconductor equipment maker posted earnings per share of $1.82, ahead of the $1.69 consensus estimate, while revenue reached $6.72 billion versus an expected $6.66 billion. The company also issued guidance for the first quarter of fiscal 2027 that topped forecasts on both profit and sales. Lam Research said it expects EPS of $2.00 to $2.30, above the market estimate of $1.81, and revenue of $7.7 billion to $8.5 billion, compared with an expectation of $7.0 billion. The company said ongoing AI data center buildouts, demand for memory chips, and continued growth in semiconductor capital spending remain the main drivers of its business.

WuBlockchain’s WhiteLine Daily said the sharpest phase of selling in Korean and U.S. semiconductor trades may be moving into its later stage, citing figures from JPMorgan and Goldman Sachs. JPMorgan estimated that assets under management in Korea-related leveraged ETFs fell from $50 billion at the end of June to $26 billion, with $18 billion seen as a “fair” level. On that basis, deleveraging progress reaches 75%. The report stressed that this should not be read as investors having sold 75% of their holdings, because ETF AUM can shrink simply as prices decline, even without redemptions. The note also pointed to countervailing data. Cumulative inflows into leveraged products tied to SK Hynix reportedly rose from about $3.9 billion to $6.2 billion. Korean regulators also raised the new cash entry threshold for single-stock leveraged ETFs to roughly $20,400, with the rule taking effect earlier on July 31, suggesting speculative demand has not fully cooled. On the U.S. side, a Goldman Sachs Prime Book client report summary showed global semiconductor and equipment net exposure dropping from 24% in June to 19%, and U.S. exposure easing from 14% to 11%. Even so, positioning still stands at the 97th percentile globally and the 96th percentile in the U.S. over five years. WhiteLine Daily’s conclusion was that mechanical selling pressure is fading, but balance-sheet deleveraging is not yet complete.

Binance will delist eight tokens including Loopring (LRC) and Radiant Capital (RDNT) on April 1, 2026. Prices of most tokens plunged double-digit minutes after the announcement, with A2Z falling over 16%. Holders face multiple deadlines to withdraw or convert assets.