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According to Onchain Lens monitoring, a certain OG whale accumulated BTC when the price was around $10 to $15, and after being inactive for 10 months, transferred 50 BTC to a new address, worth approximately $3.22 million, possibly for OTC sale.This OG whale address cluster had previously shown a similar pattern, with funds subsequently flowing to FalconX or CEX.

According to monitoring by Catcher Predict, in the event "WTI Crude Oil August 2026 Price Prediction" on the prediction market Polymarket, the "Yes" option in the sub-market "Below $75" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 88.5% (a fluctuation of 38.5%). Please note the impact of related breaking news.

According to The Block, research firm Bernstein reaffirmed its "Outperform" rating and maintained a target price of $140 after Circle announced its Q2 2026 financial report, believing that the company's latest performance constitutes a "reverse validation" of the market's bearish views. Bernstein analysts stated that the market currently underestimates USDC's long-term growth potential and Circle's advantages in distribution channels, liquidity, and regulatory compliance, due to two major core concerns regarding Circle—intensified competition in stablecoins and changes in the interest rate environment that may affect reserve income.Investors may not have fully accounted for the future revenue opportunities from transaction fees, partner ecosystems, and the Arc blockchain that Circle will bring. The firm specifically pointed out that several infrastructure initiatives recently advanced by Circle, including obtaining a national trust bank license in the U.S., expanding the Circle Payments Network, and the planned launch of the Arc public chain mainnet on September 16, could all become future growth drivers. Additionally, Bernstein noted that Circle has raised its guidance for other revenues and profit margins after deducting distribution costs for 2026, expecting to confirm approximately $180 million in Arc token presale revenue.Analysts believe that future staking yields, gas fees, and ecosystem partnership revenues from Arc have not been fully reflected in the current valuation expectations. As of the end of Q2, the circulating supply of USDC was $73.3 billion, a 5% decrease from the previous quarter but a 19% increase year-over-year. Bernstein believes that Circle is transitioning from a purely crypto trading infrastructure to payments, real-world asset (RWA) tokenization, and broader financial infrastructure, which will drive USDC into the next phase of growth. Circle's stock closed at $63.28 on Wednesday, and Bernstein's target price of $140 implies a potential upside of approximately 121%.

The U.S. Department of Justice (DOJ) announced that Liu Zhou, the founder and principal operator of the cryptocurrency financial services company MyTrade, was recently fined $10,000 in federal court in Boston for participating in a cryptocurrency market manipulation scheme.Prosecutors stated that MyTrade provided so-called "Volume Support" services to cryptocurrency projects through its "MyTrade MM" platform, using bots to execute false trades (wash trading) across multiple cryptocurrency exchanges, artificially creating trading volume and market activity to mislead investors. According to the plea agreement, MyTrade MM has ceased providing "Volume Support" services and permanently shut down the related wash trading bots, while adding a statement on its website acknowledging that "Volume Support constitutes wash trading, which is illegal under U.S. law." The U.S. Department of Justice indicated that the case was jointly pursued by the U.S. Attorney's Office and the Federal Bureau of Investigation (FBI) Boston Division.

According to The Information, fintech company Stripe is in exclusive acquisition negotiations with AI model aggregation platform OpenRouter, with a deal valuation of approximately $10 billion. Sources reveal that OpenRouter had previously received acquisition interest from several large tech companies, but Stripe has now entered exclusive negotiation stages. The related deal has not yet been finalized, and specific terms may still change.OpenRouter was established in 2023 and is positioned as an AI infrastructure platform that connects users with various large language models, allowing developers to call AI models from companies like OpenAI, Anthropic, and Google through a unified interface, and choose different models based on performance, price, and availability. As enterprises accelerate the adoption of generative AI, the importance of AI model calling infrastructure and model routing services continues to rise. OpenRouter has become a key intermediary in the AI application development ecosystem by providing model aggregation, traffic allocation, and cost optimization capabilities.If the deal is completed, it will become one of Stripe's significant moves in the AI field in recent years. Stripe has primarily focused on payment infrastructure, financial services, and enterprise software, and acquiring OpenRouter may further drive its expansion into the AI developer infrastructure space. Market participants believe that as the number of AI models rapidly increases, infrastructure companies that connect different models, optimize calling costs, and manage AI workflows are gaining more attention, and OpenRouter's potential high valuation also reflects investors' optimism about growth opportunities in the AI application layer and infrastructure layer.

According to BeInCrypto, Tim Scott, the chairman of the U.S. Senate Banking Committee, stated that the CLARITY Act, aimed at regulating the cryptocurrency market, will be voted on before Congress goes into recess, and "there will undoubtedly be a vote."In an interview with Fox News, Scott mentioned that the Senate might extend its working hours, not limited to the next two days, to push forward the relevant legislation. He noted that there is a consensus forming within the Republican Party regarding the bill and believes that advancing a cryptocurrency regulatory framework "is in the interest of the United States."Tim Scott stated, "We will get this done."The CLARITY Act aims to further clarify the regulatory framework for digital assets in the United States, delineating the regulatory responsibilities of the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in the cryptocurrency market. Supporters believe that the bill will provide clearer rules for the industry and help the U.S. maintain its competitiveness in the digital asset space.Currently, the bill still faces internal congressional disputes regarding consumer protection, regulatory authority, and market risks. If ultimately passed, it will be an important step in building the U.S. cryptocurrency regulatory system.

Elon Musk posted that he roughly estimates that about 25% of TeraFab's AI computing output will be used for Tesla Optimus, and about 75% will be used for AI spacecraft.

The Ethereum Foundation has released a job posting for a Protocol Security Researcher, part of the protocol security team, responsible for identifying security vulnerabilities in various aspects such as the execution layer, consensus layer, network layer, specifications, and client implementations. The work includes AI-assisted security research and automated vulnerability discovery, hard fork reviews, fuzz testing tool development, manual audits of protocol changes, and coordinating vulnerability disclosures.The team requires candidates to have deep experience with the Ethereum protocol, with a preference for engineers who have actively participated in protocol development and are familiar with the specifications of the execution layer or consensus layer. Common programming languages include Go, Rust, Java, C#, Nim, and Python. Remote work is available, and the position is open to candidates in Europe and globally.

According to TechCrunch, OpenAI is fighting back against Apple's lawsuit regarding the leak of trade secrets, stating that Apple itself has vulnerabilities in its information security management and employee departure processes, and cannot prove that the relevant information is protected trade secrets.Apple previously accused OpenAI of obtaining hardware-related secrets through former employees who left Apple and requested the court to expedite the evidence investigation. In the latest legal documents submitted, OpenAI stated that Apple allows employees to use personal iCloud accounts to handle work materials and did not promptly revoke access after employees left. OpenAI claimed that Apple did not specify the exact trade secrets that were allegedly stolen, but only referred generally to information such as product development processes, supply chains, and testing.OpenAI believes that Apple's lawsuit is more about restricting its development in the AI hardware field and denies that the company needs or uses Apple's trade secrets. The focus of the dispute between the two parties centers on employee mobility, intellectual property protection, and competition in the AI hardware sector.

The real-time cross-border capital flow platform OpenFX announced the acquisition of Global Ledger, with its founder Tyler McIntyre appointed as the head of banking. At the same time, it launched a multi-currency account service. McIntyre previously co-founded the new bank Novo, which serves over 300,000 businesses and is valued at over $700 million.The account allows customers to make payments in local currency, and companies can hold received funds directly without the need for immediate conversion. OpenFX has launched the USD account in its first phase, which can receive and send funds to over 100 countries through ACH, Fedwire, and SWIFT, and supports instant connection with stablecoins like USDC.

According to Coinglass data, the Coinbase Bitcoin premium index has been in the negative premium range for 80 consecutive days (from May 19 to present), with the latest value at -0.0978%. Previously, this index was in the negative premium for 40 consecutive days from January 16 to February 24 this year, setting the longest consecutive negative record since the launch of this indicator, surpassing the approximately 30 days of consecutive negative premium during the 1011 crash.Historical data shows that prolonged negative premiums are often accompanied by the exit of institutional funds from the United States, and short-term pullback pressure should be monitored.

According to BeInCrypto, since November 2025, Bitcoin's 30-day average hash rate has decreased by 19%, dropping from 1,108 EH/s to 898 EH/s. Glassnode data shows that this nine-month decline is the longest in the network's history.This decline coincides with the largest capital migration in mining companies' history, with mining firms holding over $70 billion in AI contracts, and some of the power capacity originally used for Bitcoin mining has shifted to AI hosting, which may be difficult to return.

According to monitoring by Bubblemaps, several newly created wallets previously purchased CASCHAT worth millions of dollars, and then the token was listed on Robinhood two days later. Currently, the total paper profit of these wallets is approximately 3 million dollars.

Tesla stated that TeraFab will be built in Grimes County, Texas, and the number of chips required by Tesla and SpaceX will far exceed the current and future global production capacity.

According to CoinDesk, JPMorgan stated that the Hyperliquid (HYPE) ETF led the inflow of funds into non-Bitcoin crypto funds in May and June, but related demand has basically stagnated in July and early August, reflecting growing concerns about its competitive prospects.Analysts led by Nikolaos Panigirtzoglou pointed out that decentralized platforms like Hyperliquid face significant pressure on market share. After the launch of regulated crypto perpetual futures products in the U.S., some trading activity may shift from overseas decentralized platforms to compliant centralized exchanges, which have advantages in licensing, compliance, and investor protection.JPMorgan also mentioned that Hyperliquid is expanding its prediction market business, but competition in this area is also intensifying. Although HYPE has become the fourth largest asset in corporate crypto treasuries after BTC, ETH, and SOL, it remains uncertain whether it can continue to gain market share from larger ecosystems like Solana and XRP.Currently, the assets under management for BTC and ETH ETFs are approximately $77 billion and $10 billion, respectively, while other crypto ETFs, including SOL, XRP, and HYPE, have a combined size of only about $2 billion to $3 billion. HYPE has fallen over 3% in the past 24 hours, trading at around $55.30.

According to RBC, the Moscow Exchange (MOEX) in Russia is preparing to launch a digital custody platform for cryptocurrency trading (digital custodian). Sources say that the project is currently still in the development stage and is expected to go live as early as the end of 2026 to early 2027.It is reported that this digital custody platform will not be built on the Moscow Exchange itself or the National Settlement Depository (NSD) under it, but will operate as a completely new independent structure. As Russia's regulatory framework for digital currencies is expected to partially take effect from September 1, the market still lacks a clear plan for the custody and registration mechanisms of crypto assets. Various technical models are currently being discussed within the industry.One proposal is to establish multiple liquidity centers for crypto assets, where brokers can access the Moscow Exchange's digital custody platform or conduct related business through their own digital custody systems. Another proposal may involve trading platforms handling trade matching, while the storage and registration of crypto assets are completed by banks or digital custodians under brokers.Previously, several large banks in Russia, including Sberbank, VTB Bank, T-Bank, and Alfa-Bank, have expressed plans to launch digital custody services. With the Moscow Exchange entering this field, competition among traditional financial institutions is expected to intensify and may further enhance crypto asset services.

According to CoinDesk, Summer Mersinger, CEO of the Blockchain Association and former commissioner of the U.S. Commodity Futures Trading Commission (CFTC), published an article responding to the Wall Street Journal's editorial on August 4, accusing it of a fundamental misreading of the Clarity Act.Mersinger stated that the bill explicitly prohibits stablecoin rewards that are equivalent to bank deposit interest but allows for rewards similar to credit card points and user behavior-based incentive mechanisms. From the perspective of DeFi regulation, Section 10301 of the bill requires the SEC to establish regulatory rules for protocols that are "nominally decentralized and substantially controllable," which does not equate to regulatory exemption; Section 10201 includes digital commodity brokers under all reporting obligations of the Bank Secrecy Act and allocates $3 billion for state-level enforcement, contrary to the Wall Street Journal's accusations of insufficient regulation of illegal finance.Addressing concerns about the "shadow market" for tokenized securities, Mersinger emphasized that Section 10505 of the bill clearly states that securities remain subject to SEC oversight even after settlement on the blockchain. She believes that the Wall Street Journal is essentially defending the monopoly position of traditional financial institutions, which conflicts with the free market principles that the paper has consistently advocated.

For the week ending August 1, the number of initial jobless claims in the United States was 199,000, lower than the expected 202,000, and the previous value was revised from 197,000 to 198,000.

The founder of the Liebit Mining Pool (B.TOP), Jiang Zhuoer, made a prediction about the bottom of this bear market based on the previous three rounds of Bitcoin bull and bear cycles: "According to historical data fitting, the decline ratios for the four cycles are: 86.9%, 84.1%, 77.6%, 65.1% (this round prediction), corresponding to a BTC price of $44,016, expected to occur on October 31."

The TRON DeFi Summer S2 season officially launched on August 5 at 8:00 (SGT). This season's total prize pool has been significantly increased to $2.35M, and it brings a 60-day Boosted APR exclusive incentive, covering core asset pools such as TRX, USDD, JST, and SUN. Users can easily access JustLend DAO through the DeFi section of the Binance Wallet to capture yield opportunities in deep liquidity.Looking back at the S1 season, TRX's TVL in JustLend DAO exceeded $3.2B, USDD's TVL surpassed $460M, and the peak APRs for JST and SUN reached 63.7% and 44.79%, respectively, with over 195K+ interactions across the network and global exposure exceeding 42.35M people. The S2 battle is now ignited, log in to the Binance Wallet to enter JustLend DAO and seize the DeFi summer bonuses.