24H 인기 코인 & 핵심 뉴스｜선전, 가상자산 위법 SNS 계정 다수 영구 폐쇄; BitMEX, 30일 후 운영 종료 (7월 24일)
- 핵심 요약: 본 기사는 암호화폐 시장의 거시경제 데이터, 온체인 핫이슈, 규제 동향, 업계 및 프로젝트 진행 상황을 종합하여, 시장 전반이 하락세를 보였지만 일부 소형 코인은 반등했으며, BitMEX의 운영 종료 발표, 미국과 중국의 규제 강화, 그리고 다수의 프로젝트 및 펀딩 이슈가 주요 관심사로 부각되었음을 강조합니다.
- 핵심 포인트:
- CEX 거래 데이터: 상위 10대 인기 코인 전반 하락, BTC 1.18% 하락, KITE 11.71%로 가장 큰 폭 하락; OKX 상승률 1위 RE 24.89% 상승, 주식 연계 상품 TSLQ.M 25.85% 상승.
- BitMEX 종료: 암호화폐 거래소 BitMEX가 2026년 9월 23일 운영을 종료한다고 발표했으며, 즉시 신규 사용자 가입을 중단합니다. 사용자는 포지션 축소만 가능하며, 인출되지 않은 자산에 대해 월 수수료가 부과됩니다.
- 규제 동향: 선전이 가상자산 관련 위법 SNS 계정 다수를 영구 폐쇄; EU, 100개 이상의 은행 및 암호화폐 사업자 대상 제재 부과; 아르헨티나, 규제 완화 추진으로 뮤추얼 펀드의 암호화폐 투자 허용 검토.
- 프로젝트 진행: 월드코인(Worldcoin) 거버넌스 집중 현상, 유통량 WLD의 90%가 100개 지갑에 집중; 문라이트(Moonshot) K3 모델 증류(distill) 논란에 Fable 측 답변; 비트코인, 8월 21일 eCash 하드포크 예정.
- 펀딩 및 인물 시각: 스테이블코인 발행사 Mandela Digital, 500만 달러 펀딩 유치; Bitwise CIO, 시장 바닥 확인 및 HYPE와 HOOD 주목; Arthur Hayes, BitMEX와 작별 인사 및 암호화폐 신념 재확인.
1. Hot Tokens on CEX
Top 10 CEX Trading Volume & 24h Change:
- BTC: -1.18%
- ETH: -2.92%
- SOL: -2.91%
- XRP: -2.7%
- BNB: -0.53%
- DOGE: -4.88%
- KITE: -11.71%
- TRX: -0.03%
- ZEC: -1.66%
- QQQB: -1.91%
24h Gainers (Data Source: OKX):
- RE: +24.89%
- VELO: +10.95%
- WLFI: +9.1%
- ZAMA: +7.36%
- FLUID: +6.87%
- POR: +6.52%
- DGB: +5.29%
- XYZ: +5.17%
- 1INCH: +4.55%
- GMX: +4.42%
24h Equity & Crypto Gainers (Data Source: msx.com):
- TSLQ.M: +25.85%
- MSTZ.M: +12.16%
- LMT.M: +10.42%
- UMAC.M: +10.37%
- AMKR.M: +9.35%
- PONY.M: +7.32%
- RTX.M: +7.2%
- HUT.M: +7.16%
- ZSL.M: +6.95%
- USO.M: +6.71%
- VICR.M: +6.46%
- MRLN.M: +6.15%
2. Top 5 Trending Memes On-Chain (Data Source: GMGN):
- GME (Robinhood Chain)
- VLAD (Robinhood Chain)
- NVDA (Robinhood Chain)
- 旺旺 (BSC)
- DOYR (BSC)
Headlines
BitMEX to Halt New Registrations, Officially Shut Down on September 23, 2026
According to an official announcement, crypto exchange BitMEX will officially shut down at 12:00 (Beijing time) on September 23, 2026, and will cease new user registrations effective immediately. BitMEX stated that the board of directors of its parent company, HDR Global Trading Limited, decided to close the exchange following a strategic review.
The platform will operate normally until the shutdown date but will restrict the opening of new positions starting from 12:00 (Beijing time) on August 26. Users will only be able to reduce positions. Any remaining positions after the shutdown time will be forcibly liquidated. KYC-verified users who have not withdrawn their assets before the shutdown will be charged an account management fee of $50 per month or 1% of the balance, whichever is higher, and this fee is subject to increase.
The Shenzhen Branch of the People's Bank of China, the Shenzhen Securities Regulatory Bureau, the Municipal Internet Information Office, and the Municipal Local Financial Administration have continued to carry out special rectification efforts, urging local website platforms to strictly fulfill their main responsibilities and dispose of a number of illegal and non-compliant self-media accounts in accordance with laws and regulations. Some typical cases include accounts such as "USDT 商家交流群," "抱团来玩虚拟货币," "搜搜比特币," "微支快换," "中链老九," "药碎个好觉," "小金鱼 9884," and "用户 0767527971," which illegally provided promotional information for virtual currency-related business activities within China, inducing the public to participate in illegal virtual currency financial activities. According to the relevant policy provisions such as the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies," the aforementioned accounts have been permanently closed by the platforms in accordance with laws and regulations.
US Initial Jobless Claims for Week Ending July 18 Hit 187,000, Below Estimate of 212,000
The number of initial jobless claims in the United States for the week ending July 18 was 187,000, the lowest since the week ending September 24, 2022, compared to the estimate of 212,000. The previous week's figure was revised from 208,000 to 209,000.
Industry News
EU Imposes Sanctions on Over 100 Banks and Crypto Operators
EU foreign policy chief Kaja Kallas stated that sanctions have been imposed on over 100 banks and cryptocurrency operators, more than 40 shadow fleet vessels, and several oil refineries in Russia and Belarus.
Argentina Plans to Relax Capital Market Controls, Allow Mutual Funds to Invest in Cryptocurrencies
The Argentine government is advancing efforts to relax capital market controls, proposing to allow mutual investment funds (FCI) to invest in Bitcoin and cryptocurrencies and permit virtual assets as collateral for pledges. The measure stems from a draft "Deregulation Bill" drafted by Economy Minister Federico Sturzenegger, which is currently awaiting signature by President Javier Milei before being submitted to Congress. The draft explicitly allows FCIs to allocate assets to virtual assets and establishes "qualified investor" funds. The Argentine National Securities Commission's oversight of FCIs would be limited to legality and technical solvency reviews; the central bank would exclusively regulate the registration or transfer infrastructure involving cryptocurrencies and tokenized assets. The draft also explicitly allows securities such as stocks and convertible bonds to be issued, stored, and traded via crypto networks.
Project News
A SEC filing submitted by Grayscale for the Worldcoin ETF disclosed that approximately 90% of the circulating WLD tokens are concentrated in 100 wallets. The filing also acknowledged that World Chain's sequencer is operated in a centralized manner, with upgrade functions controlled and coordinated by a small group of participants including the World Foundation, Tools for Humanity, and Optimism, and that governance is still primarily guided by the World Foundation.
Moonshot AI Responds to Claims of K3 Distilling Fable: Models Launched Only 15 Days Apart
Randy, an employee of Moonshot AI, responded on X to remarks by White House Office of Science and Technology Policy Director Michael Kratsios regarding Moonshot AI using Anthropic's Fable to distill and develop the K3 model. He stated that Fable was publicly unveiled on July 1, and K3 was launched on July 15. The team trained a completely new frontier model in just 15 days, calling it a Guinness World Record-level achievement.
Bitcoin to Undergo eCash Hard Fork on August 21
In April of this year, Bitcoin developer Paul Sztorc announced the activation of the Bitcoin eCash hard fork at block height 963,648 (approximately August 21), which will create a new chain called eCash. eCash will airdrop its network token, ECX, at a 1:1 ratio to all addresses holding Bitcoin before block height 963,648. No registration or pre-claim is required, provided users transfer their BTC to an eCash self-custodial wallet. As of now, the hard fork has relatively low support from the Bitcoin community.
CXMT: Company Stock to List on Shanghai Stock Exchange STAR Market on July 27, 2026
CXMT announced that its company stock will be listed on the Shanghai Stock Exchange's Science and Technology Innovation Board (STAR Market) on July 27, 2026.
$15 Million Commitment Backs Michael Saylor's Announcement of Bitcoin Security Consortium
Michael Saylor announced on X that several Bitcoin ecosystem companies and financial institutions, including BlackRock, Coinbase, Block, and Strategy, have launched the Bitcoin Security Consortium. The consortium aims to support the long-term security and resilience of the Bitcoin network, with a focus on areas such as Post-Quantum Cryptography. The consortium is co-founded by Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy, and Strategy, with members covering Bitcoin holders, custodians, trading platforms, infrastructure service providers, and asset management companies.
Investment & Financing
K25.ai Raises Series A Funding with Strategic Support from Amber Group
K25.ai announced the completion of a Series A funding round with strategic support from Amber Group, achieving a post-money valuation of $200 million. The investment will be used to accelerate product development, global expansion, institutional liquidity infrastructure, and creator ecosystem building. The project primarily combines AI with live streaming content, allowing users to predict the direction of sports, esports, entertainment, and other scenarios in real-time. Its proprietary AI infrastructure enables real-time market generation, content monitoring, and result adjudication.
Stablecoin Issuer Mandela Digital Closes $5 Million Funding, Datavault AI Participates
Stablecoin issuer Mandela Digital announced the completion of a $5 million funding round with participation from Datavault AI. The new funds will be used for stablecoin infrastructure development, compliance, exchange integrations, liquidity, market expansion, and accelerating the launch of its 1:1 USD-pegged stablecoin, Mandela Dollar (MUSD). The project aims to facilitate financial inclusion, cross-border remittances, and digital payments in the Global South. Datavault AI will also provide technological support for MUSD, including AI platforms, blockchain tokenization, SanQtum quantum-resistant cryptography, and Real World Asset (RWA) frameworks.
AI Chip Startup Etched Raises $300 Million Series C, Valuation Reaches $10.3 Billion
AI chip startup Etched announced the completion of a $300 million Series C funding round, bringing its valuation to $10.3 billion. The round was led by Sequoia Capital, with participation from Andreessen Horowitz (a16z), SK hynix, Jane Street, and Diffusion Capital.
People & Voices
Bitwise CIO: Crypto Market Has Bottomed, Next Bull Run Focus on HYPE and HOOD
Matt Hougan, Chief Investment Officer at Bitwise, stated on X that the crypto market has shown signs of bottoming. Since July 1, Bitcoin has risen by 9%, while the Nasdaq 100 index has fallen by 6%. ETF flows have turned positive, and market sentiment is improving.
He also stated that the next bull run in the crypto market should focus on Hyperliquid (HYPE) and Robinhood (HOOD), as they are prime examples of merging traditional finance and cryptocurrencies. He described Hyperliquid as a crypto-financial application with real revenue and a good token economic model, and Robinhood as an excellent existing company building a business on crypto technology.
Arthur Hayes, co-founder of BitMEX, bid farewell to the platform in a post, thanking partners, all BitMEX employees, and all customers. "It has been an amazing journey. We created something special together, and I am proud of what we have achieved."
Hayes stated that BitMEX will close the platform responsibly and in its own way. He also reiterated his long-held crypto philosophy, opposing traditional finance and banks, and signed off with "Satoshi for life."
