#TetherQ2Profit1.5B

🚨 Strategy Expands Its Massive $BTC Holdings Strategy has announced that it now holds 843,775 $BTC, reinforcing its long-term commitment to Bitcoin The company also confirmed it remains focused on increasing its Bitcoin per share while maintaining a $3.75 billion cash reserve Total Bitcoin Holdings: 843,775 $BTC Strategy: Continue increasing Bitcoin per share for shareholders Financial Position: Maintains a $3.75 billion reserve to support future operations and flexibility Strategy continues to strengthen its position as the largest corporate holder of Bitcoin. Its ongoing accumulation reflects strong long-term confidence in $BTC and is closely watched by both institutional and retail investors What do you think? Will Strategy keep buying Bitcoin through future market cycles, or is this pace of accumulation nearing its limit? #OKXOrbitTopics

📊 Tether Q2: Strong profits, slower USDT growth, and a larger gold reserve Tether reported approximately $1.5B in quarterly operating profit, with most earnings continuing to come from interest generated on its large portfolio of U.S. Treasuries and short-term government securities. Key takeaways: 💰 Strong profitability: Higher interest rates continue to support Tether's earnings model. 📈 USDT supply growth slowed: Circulating supply reached roughly $184.6B, but quarterly growth was relatively modest, reflecting softer stablecoin demand during a quieter crypto market. 🥇 Gold holdings increased: Tether's gold reserves have grown to 146 tons, further diversifying its reserve portfolio. ⚠️ Reserve volatility matters: Excess reserves declined mainly because changes in the market value of assets such as gold and Bitcoin affected the balance sheet. These are primarily unrealized valuation changes, not operating losses. Despite market volatility, Tether remains one of the crypto industry's most profitable companies and continues to report assets exceeding liabilities. Going forward, its financial strength will depend not only on interest income but also on how broader macro markets influence the value of its reserve assets. $BTC $ETH $BEAT #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead

Tether just made gold impossible to ignore. Q2 report: ∼$1.5B operating profit and gold reserves now over 146 tons. The message is clear — in uncertain times, they’re backing stability with real assets, not just paper. For $XAU, this adds fuel to the narrative. Institutions and corporates still want physical gold, even as crypto matures. Gold isn’t competing with $BTC anymore. It’s sitting next to it as a strategic reserve. With macro risks, central bank buying, and geopolitics still high, gold keeps looking like the go-to safe haven. Gold has moved beyond “defensive play.” It’s becoming a core part of balance sheets in both TradFi and digital assets. Is Tether hinting that the next big move in safe-havens is just starting? $XAU $XAUT #DailyOrbit #BOJIntervenesJuly30 #TetherQ2ProfitGold

#TetherQ2Profit1.5B #StrategyEndsBuyTheDip • Is Tether becoming more powerful than some banks❓ Tether announces about 1.5 billion dollars in profit for the second quarter, confirming its dominant position in the crypto ecosystem. With tens of billions of dollars in U.S. Treasury bonds, the company continues to generate significant revenue thanks to high interest rates. • Is buying ($ETH) every Bitcoin dip still the best strategy❓ Strategy continues to accumulate Bitcoin despite market fluctuations. This approach has inspired many investors, but some believe the market is more complex today than before. Bitcoin is influenced by several factors, which shows the sources of its trends… but despite everything, $BTC remains the mother of all cryptocurrencies. $ETH #OKXOrbitTopics #30YYieldAt19YHigh #AMZNMissesButRallies #MSFT450BInADay

🚨JUST IN: Tether is now the largest known holder of gold in the world outside of banks and nation states. The USDT issuer bought 14 tons of gold last quarter, bringing total reserves to 146 tons worth $18.8 BILLION, per Bloomberg.

📊 Tether Q2 Update: Strong Profits, Slower USDT Growth, and Bigger Gold Reserves Tether delivered another solid quarter, reporting an estimated $1.5B in operating profit, with most of its revenue continuing to come from interest earned on U.S. Treasury bills and other short-term government securities. Key Highlights 💰 Strong profitability Higher interest rates continue to support Tether's earnings, keeping its core business highly profitable. 📈 USDT growth slowed USDT supply increased to approximately $184.6B, but issuance expanded at a slower pace than previous quarters as stablecoin demand moderated. 🥇 Gold reserves increased Tether raised its gold holdings to around 146 tonnes, further diversifying its reserve portfolio. ⚠️ Reserve value fluctuations Excess reserves declined mainly due to unrealized market value changes in assets such as Bitcoin and gold—not because of operating losses. Bottom Line Despite ongoing market volatility, Tether continues to hold assets exceeding its liabilities, reinforcing its position as one of the crypto industry's strongest and most profitable companies. Going forward, Tether's performance will likely depend on: • Interest rate trends • U.S. Treasury yields • Gold prices • Bitcoin price movements $BTC $ETH #Tether #USDT #Bitcoin #Ethereum #Stablecoins #Crypto #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead#DailyOrbit

📊 Tether Q2 Update: Solid earnings, slower USDT expansion, and rising gold reserves Tether posted an estimated $1.5B in operating profit for the second quarter, with the majority of revenue continuing to come from interest earned on its holdings of U.S. Treasury bills and other short-term government securities. Highlights: 💰 Strong earnings: Elevated interest rates continue to provide a solid foundation for Tether's profitability. 📈 USDT growth moderated: Total USDT in circulation climbed to around $184.6B, though issuance slowed compared with previous quarters as stablecoin demand eased. 🥇 Larger gold allocation: Tether expanded its gold reserves to approximately 146 tons, increasing diversification within its reserve portfolio. ⚠️ Reserve value fluctuations: Excess reserves declined mainly because of changes in the market value of assets like Bitcoin and gold. These were unrealized valuation adjustments rather than losses from core operations. Even amid market volatility, Tether continues to maintain assets that exceed its liabilities, reinforcing its position as one of the crypto sector's strongest and most profitable companies. Looking ahead, Tether's performance will likely depend on both interest rate conditions and the movement of key reserve assets such as U.S. Treasuries, gold, and Bitcoin. $BTC $ETH $BEAT #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead $BTC $ETH $BEAT

Saw a lot of bad takes on Tether’s Q2 results, some quick thoughts: - Headline loss of -$4.2bn is almost entirely M2M on gold, BTC and public equities (incl. XXI) rather than the underlying stablecoin business model - Net operating profit of $1.5bn shows the strength of the stablecoin business: 4% running on $140bn of T-bills and repos with a very small cost base - Equity movements from the parent for the second quarter in a row. The issuer was historically paying hefty excess profits to the parent (both due to operating income + BTC/XAU going up) so this is the first time capital has flowed the other way. Two takeaways: capital is fungible inside the group (am expecting $20bn+ of retained earnings at the parent) either in cash or in kind (the parent has a lot of investments), and there's a clear willingness to keep USDT overcollateralised, albeit buffer smaller than historically. Tether bought the dip: +1,796 BTC (+1.9%) +14 tons of gold (+10.6%) Tether's balance sheet mix keeps shifting. BTC is now only 3% of assets vs. 10% for gold. Secured loans are down from the 2025 peak of $17bn to $13.5bn: likely the least liquid asset on their books, but imo good quality as collateralised with BTC and to a lesser extent XAUT: may reflect either less demand for leverage in the broader crypto ecosystem or Tether shifting to a more liquid balance sheet. One last change I don't think anyone noticed: minimum ratings for repos have reduced by one notch down to A-3. Cantor is rated F3 with Fitch (which is equivalent to A-3) so the change could have been done to allow them as a counterparty. m2c.

Tether reported $1.5 billion in net operating profit for Q2 2026, while maintaining an excess USD reserve of $4.11 billion - Bought 1,800 $BTC during the quarter, increasing its Bitcoin holdings to 98,936 $BTC worth approximately $6.23 billion - Gold holdings increased 10.5% to more than 146 tonnes, valued at approximately $18.84 billion Tether also said USDT in circulation grew to approximately $184.6 billion$BTC #SoftPCEStrongDemand

TETHER Q2 FINANCIAL ATTESTATION HIGHLIGHTS PROFIT GROWTH AND RESERVE SURPLUS RECALIBRATION 📈 Stablecoin issuer Tether officially released its Q2 2026 financial attestation verified by BDO, reporting a net operating profit of $1.5 billion. This 50% quarter-over-quarter expansion was primarily driven by yield generated from U.S. Treasury bills and repo agreements. Total assets under management exceeded $187 billion, maintaining $4.1 billion in excess reserve buffer supporting circulating USDT. However, market observers noted that the excess reserve buffer recalibrated from $8.2 billion in Q1 down to $4.1 billion. This adjustment stems from adopting "net operating profit" accounting metrics rather than comprehensive net profit disclosures. The modified terminology excludes unrealized mark-to-market revaluations on corporate holdings. During the quarter, both Bitcoin and gold prices experienced drawdowns exceeding 10%, impacting balance sheet valuations. Despite gold price fluctuations, Tether acquired an additional 14 metric tons of physical gold. The reserve buffer adjustment alongside operating profit expansion illustrates portfolio sensitivity to macroeconomic asset repricing. Standardized financial frameworks and deep liquidity across major exchanges continue to provide a firm foundation for market absorption. Maintaining transparent reserve accounting remains central to sustaining long-term stablecoin adoption. In your opinion, will the recalibration of Tether's excess reserves impact long-term market confidence regarding USDT backing stability? Please do your own research carefully before making any transactions (DYOR).$BTC $BNB $BCH