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Bitget CFD Chief Analyst Lewis Huang stated in a live broadcast yesterday that the overall tone of the Federal Reserve's July FOMC meeting minutes is hawkish. Although the interest rate was kept unchanged at this meeting, several officials emphasized that if inflation does not continue to decline to the 2% target, further tightening of policy or even another rate hike remains a viable option. This means that the market should not simply trade based on interest rate cut expectations in the short term, but should reassess the impact of "high rates lasting longer" on the US dollar, US Treasury yields, gold, and US stock valuations.Lewis Huang pointed out that the subsequent market direction will be determined by a combination of inflation and employment data: if CPI, PCE, or wage data rise and the job market remains resilient, the US dollar and US Treasury yields may strengthen, while gold and high-valuation assets like the Nasdaq 100 may come under pressure; conversely, if inflation significantly cools and employment and consumption weaken simultaneously, the market will raise expectations for Federal Reserve easing, and gold, non-US currencies, and risk assets are expected to receive support. He suggested that CFD traders focus on the correlation between the US two-year Treasury yield, the US dollar index, and gold, waiting for price breakthroughs and pullback confirmations after major data releases, avoiding chasing the initial wave of volatility, while strictly controlling leverage and stop-loss risks.

The Arbitrum development team stated that they are introducing zero-knowledge (ZK) proofs into the Arbitrum platform to achieve a multi-proof settlement model. Through ZK proofs, the settlement time of Arbitrum blocks to Ethereum L1 is expected to be reduced from several days to several hours, while enhancing user, cross-chain bridge, and protocol capital efficiency, and maintaining security through the multi-proof mechanism. Related capabilities are aimed at Arbitrum One and dedicated chains based on the Arbitrum platform. Offchain will subsequently submit upgrade proposals to the DAO.Current progress includes: the ability to run the same state transition functions in SP1 zkVM as in optimistic execution, generating ZK proofs for real mainnet block production; Stylus's WASM contracts can be proven alongside Solidity contracts; the team has launched an independent Rust verifier, making ZK proofs a first-class mode alongside standard verification; the BoLD settlement protocol has supported the acceptance of ZK proofs and is endorsed by a fast confirmation committee, while the original dispute games still serve as a fallback path, forming a multi-proof architecture that coordinates ZK proofs, proof committees, and fraud proofs.The team claims to be continuously reducing proof costs and will gradually merge related code into the Nitro main production path. The next steps include further optimizing proofs and shifting to Reth-based execution, completing L1 message inbox proofs, and integrating ZK settlement capabilities into node configurations for on-demand activation across chains.

According to foreign media BusinessInsider, based on publicly available holding data, "stock god" Warren Buffett's Berkshire Hathaway, through a two-layer equity nested "penetrating holding" model, indirectly holds about 0.04% of the shares of Space Exploration Technologies Corp (SpaceX), corresponding to a market value of over $700 million.This has led to a rare capital intersection between Buffett and "Iron Man" Elon Musk, two top business tycoons. Musk has long viewed Buffett's investment recognition as an important industry endorsement, and has publicly extended olive branches to Buffett on social media multiple times, hoping he would become a shareholder in his company. Musk joked in a 2023 post, "It's a pity he didn't invest when Tesla's market value was only 0.1% of what it is now." In 2024, he publicly stated again, "He should have built a position in Tesla; it's the obvious choice." Now, although Buffett has not invested in Tesla, he has become an "invisible shareholder" of SpaceX in another way. From the holding structure, this equity is not directly funded by Berkshire to SpaceX, but is an ancillary asset of its heavy investment in tech giant Google's parent company Alphabet.

According to Lookonchain monitoring, a certain whale withdrew 30,000 ETH from Binance 20 minutes ago, worth $67.42 million. In the past 3 weeks, this whale has withdrawn 120,000 ETH from Binance, worth $237.7 million.Abraxas Capital withdrew 18,000 ETH from Binance today, worth $39.56 million. A newly created wallet (0x226...f0C4) withdrew 6,704 ETH from Binance today, worth $14 million.

According to Onchain Lens monitoring, a certain whale withdrew 42,460 HYPE from Coinbase Prime, worth approximately 2.93 million USD.In the past two weeks, this whale has withdrawn a total of 98,490 HYPE from Coinbase Prime, worth approximately 6.11 million USD.

According to Forbes, blockchain pioneers Scott Stornetta and Stuart Haber have joined the prediction market platform SafeBets as advisors. The platform allows users to make predictions without investing real money, using free points instead, with correct predictions earning Unicoin token rewards. SafeBets positions its business as "market research" rather than betting, distinguishing itself from competitors like Polymarket and Kalshi, which face legal risks.SafeBets Executive Director J. Tennyson Singer stated that the platform's long-term plan is to monetize users' collective prediction data by providing trading signals to affiliated brokerage firms, and it has already attracted thousands of participants for the World Cup events, with plans to expand into political prediction areas such as the U.S. elections.According to Unicoin Inc.'s quarterly report submitted to the SEC, SafeBets is wholly owned by Unicoin CEO Alex Konanykhin. Unicoin has been facing an SEC lawsuit since May 2025, accused of inflating fundraising amounts in token sales and falsely advertising its "SEC registered" status. Unicoin claims that the allegations are "baseless" and will actively defend itself. The Unicoin tokens awarded to users come from this litigated entity. Unicoin is currently conducting equity financing at a price of 25 cents per share, targeting $20 million.

AWS announced that the Amazon Bedrock AgentCore payments service is officially fully available (GA). This service collaborates with Coinbase and Stripe, enabling AI agents to autonomously pay for paid APIs, MCP, and content services with just a few lines of code. AgentCore payments integrates Coinbase and Stripe Privy wallets, supporting small transaction payments in USDC stablecoin. Users can recharge the agent wallet and authorize the agent to spend using credit cards or USDC.The service supports the x402 protocol and MPP protocol, with a new "upto" payment scheme that allows agents to set spending limits instead of fixed prices, enabling dynamic billing based on actual reasoning usage. It includes built-in payment session limits (maximum spending per interaction and expiration time), which will be rejected if exceeded, and integrates AgentCore Observability to provide visual dashboards for transaction audit logs, success rates, and average transaction values.Related features have been integrated with CDNs such as Amazon CloudFront and Cloudflare, and clients such as Anchor Browser, SpreadX, and Travala are already using this service. AgentCore payments is now available in multiple regions, and developers can integrate it through the console, CLI, and open-source frameworks like LangGraph and OpenClaw. The launch of this service is a key step in the evolution of AI agents from "reasoning and action" to "autonomous transactions."

Due to the tight supply of upstream materials such as copper foil substrates and semi-cured sheets, along with continuously rising costs, the price increase trend in the PCB industry continues. Manufacturers such as Kinwong, JINGPENG, Dingying Investment Holdings, and YaoHua have already raised their quotes by approximately 5% to 30% this year, with the benefits of these price increases gradually becoming apparent starting from the third quarter.Industry insiders point out that major CCL manufacturers have raised their product prices by about 20% to 30% in the first half of the year, and there will still be pressure for price increases in the second half of the year through 2027. The supply of high-end electronic fabrics is also tight, with the supply-demand gap for Low DK second-generation fabrics estimated to exceed 60%, and the upward trend may continue until the first half of 2027. The IC substrate market is also continuing the price increase trend, with demand for AI GPUs and ASICs driving prices up, and there is still double-digit room for price increases in the third and fourth quarters, benefiting companies like Unimicron, Kinsus, and Nan Ya. PCB manufacturers indicate that they will adjust prices in a timely manner based on changes in material costs in the second half of the year.

According to CoinDesk, the Trump family-associated crypto project World Liberty Financial stated that it does not own, operate, or control the Hong Kong artificial intelligence platform WorldClaw, which only uses its stablecoin USD1 as a payment channel.WorldClaw provides developers with access to multiple AI model services through WorldRouter, supporting payments in USD1, with some plans available through locking WLFI tokens.World Liberty did not specify whether it or its affiliates hold equity in WorldClaw, provide financing, charge licensing fees, or participate in revenue sharing. WorldClaw's terms indicate that its services are not open to residents, companies, and citizens of the United States and China.

According to Decrypt, blockchain forensics company Chainalysis Government Solutions filed a procurement protest on July 27 in the U.S. Federal Claims Court, opposing the U.S. Immigration and Customs Enforcement (ICE) awarding a contract worth approximately $94.6 million to competitor TRM Labs through a sole-source method.The contract period is from July 1, 2026, to June 30, 2027, involving blockchain forensics software and support services for Homeland Security Investigations into fraud, cybercrime, and sexual extortion cases. Chainalysis believes that ICE's decision is arbitrary and unreasonable. TRM Labs joined the case as an intervenor defendant on July 28, defending the contract alongside the U.S. government.The court allowed Chainalysis to temporarily seal the complaint, with oral arguments scheduled for September 2; ICE stated that after approximately 6 days of market research, it determined that none of the 8 responding companies could meet the requirements.

According to on-chain analyst Onchain Lens (@OnchainLens), a newly created wallet has cumulatively withdrawn 57,000 $HYPE from Coinbase, worth approximately 3.36 million USD.

Chairman of BitMine Tom Lee forwarded an Ethereum price analysis, showing that Ethereum is approaching an important technical breakthrough, currently only about 3.5% away from breaking through the Daily Cloud.According to the analysis, this indicator has not been effectively broken since October 9, 2025. If ETH successfully stands above the Daily Cloud, it could indicate an improvement in the long-term trend structure and release further upward signals.Tom Lee commented, "Would be good to see." The Daily Cloud typically refers to the Ichimoku Cloud in technical analysis, where "Daily" indicates a calculation based on daily candlestick periods.

According to Caixin, Yushu Technology has not yet officially gone public, but trading around this popular new stock has already begun in advance. On second-hand trading platforms like Xianyu, there are multiple pieces of information regarding the acquisition and sale of Yushu Technology's new stock subscription rights. Currently, several intermediaries are acquiring this new stock through various channels, with significant discrepancies in pricing. Some intermediaries are offering 520 yuan/share (the issue price is 150.8 yuan/share), while others are quoting 410 yuan/share. Among some investors and intermediary groups, this type of trading is also referred to as "dark trading."At present, this trading remains a very small-scale activity. Many market participants, including brokers and public funds, have stated that they had not heard of any so-called "dark trading" related to new stock subscriptions on the Sci-Tech Innovation Board before. Its sudden emergence may be related to Yushu Technology's extremely low subscription rate and high expectations for listing gains. The recent private acquisitions of new stocks in the A-share market are based on informal verbal agreements and are not legally protected.

Goldman Sachs stated that as U.S. inflation is cooling, market expectations for the Federal Reserve's interest rate hikes remain overly aggressive. Goldman Sachs Chief Economist Jan Hatzius pointed out that weak retail sales data, disappointing employment data, and continuously slowing inflation data make the likelihood of an interest rate hike at the Fed's September meeting extremely low.The market has pushed back expectations for the next 25 basis point rate hike to January of next year.

CryptoQuant analyst Darkfost stated that although Uniswap's native token UNI has fallen over 93% from its 2021 peak of $43 to about $3, the accumulation by whales has reached its strongest level in five years.Data shows that the top 10 transactions with the largest outflows of UNI on Binance have an average daily outflow of 7,300 UNI, setting a five-year high; the current average remains high, with this trading group accumulating 5,600 UNI daily.Darkfost pointed out that despite the overall difficult environment for altcoins, some tokens are still attracting attention, especially those that are actively accumulated by whales. The accumulation intensity of UNI has reached a historical peak during the current downturn, indicating that large investors are positioning themselves at lower prices.

Stacks co-founder Muneeb Ali stated that the Satoshi Upgrade I hard fork has been successfully completed, and the network's level of decentralization has further improved with the launch of the new signer.Regarding Binance's "Observation Label," there are currently no concerns about delisting risks or liquidity, but we still need to wait for the next round of formal assessment.

According to Talking Biz News citing Courthouse News Service, The Wall Street Journal requested a federal judge on Wednesday afternoon to dismiss the defamation lawsuit filed by Binance. The lawsuit targets the newspaper's reports regarding Binance covering up internal investigations, obstructing compliance, and allowing sanctioned entities to trade.In the motion to dismiss, The Wall Street Journal stated that Binance's complaint from March 2026 failed to prove actual malice at the time the relevant reports were published. Binance claimed that the reports were false because it had issued a denial statement to the newspaper, but the newspaper argued that merely repeating a self-defensive denial is insufficient to constitute a defamation claim. During the hearing, The Wall Street Journal's lawyer pointed out that Binance did not deny the core content of the three reports.

According to Digital Asset, Park Soo-young, a member of the Korean National Power Party, criticized the government's plan to tax virtual asset gains, stating that it is "a threat of a tax bomb if one does not invest in the domestic stock market," and demanded an immediate withdrawal.Member Park Soo-young stated on her YouTube channel: "I hope this punitive tax plan that puts 13 million digital asset users in danger can be withdrawn immediately." She added, "This does not mean that people will invest in domestic stocks; on the contrary, it will only accelerate the outflow of national wealth." She cited that approximately 124 trillion won flowed into overseas digital asset exchanges from January to September last year.

ChianCatcher news, Terence Lee, one of the early co-founders of BitMart (GBM Global Holding Company Limited), stated, "In recent years, I have not been responsible for the main business of the exchange, and my work has mainly focused on exploring new products and new business. I will withdraw from all company affairs on July 31, 2026, and will not participate in any operations, management, or asset-related matters of the company or any of its affiliated entities. The procedures for resigning from relevant positions and canceling registrations are currently being processed. I deeply regret the difficulties and impacts caused to users by the platform's cessation of operations. However, I currently have no authority to handle matters related to platform assets, accounts, or user funds, nor can I answer questions related to platform operations or asset disposal. Relevant requests should be made through the channels indicated in the official announcement and through legal means. Recently, my identification information, photos, and several false pieces of information have been circulated, and I have reported this to law enforcement and reserved the right to pursue legal responsibility. This statement is my only public explanation regarding this matter, and I will no longer respond to related inquiries individually."