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According to Jinshi reports, Palantir expects full-year revenue to be between $8.15 billion and $8.16 billion, up from the previous expectation of $7.65 billion to $7.66 billion.

According to Catcher Predict monitoring, the event "Traffic Restoration Time in the Strait of Hormuz" is currently among the top trading activities on the prediction market Polymarket, with a total pool size reaching $7.7254 million. The option with the highest market consensus is "August 31," corresponding to a winning probability of approximately 13.5%.

According to Jinshi News, Castle Securities stated that the forces that drove U.S. stocks to record highs this year are still "firmly in place" after retail investor speculative trading has cooled down. Scott Rubner, head of equity and equity derivatives strategy at Castle Securities, indicated that the market is shifting from a fund flow-driven environment to one determined by earnings, corporate demand, and macroeconomic conditions.The retreat of retail investors has led to a 28% decline in the asset size of leveraged ETFs to $154 billion, and the decrease in financing costs for stock positions indicates that the pressure faced by Wall Street's trading departments has eased. Recent strong earnings performance is favorable for the U.S. stock market, and corporate buyback demand is expected to accelerate.

According to Jinshi, the U.S. Treasury Department expects that in the quarter from July to September 2026, the net marketable debt financing held by the private sector will reach $739 billion, assuming a cash balance of $950 billion at the end of September. This estimate is $68 billion higher than the data released in May, primarily due to a projected decrease in net cash inflows.The U.S. Treasury Department expects to finance $628 billion in the quarter from October to December 2026, assuming a cash balance of $850 billion at the end of December.

According to Jinshi reports, the Israel Defense Forces launched an attack yesterday (Sunday) in the Deir Ballut area, successfully eliminating the commander of Hamas's military wing, the Nukhba forces, Abdullah Adnan Taha Abu Al-Tayef.

According to Jinshi reports, Meta Platforms (META.O) will participate in the White House's artificial intelligence conference tomorrow.

The latest generation of Alibaba's Tongyi Qianwen 24 trillion parameter flagship model Qwen3.8-Max is officially launched on the B.AI platform. This model has achieved comprehensive improvements in programming, real office work, long-term tasks, and multimodal intelligence agents, and is currently available for a limited-time free experience.To celebrate the launch, B.AI is offering multiple benefits: new users who log in using Binance Wallet, Bitget Wallet, or imToken will receive 1 million free Credits; recharge to enjoy high rewards, with a 1:1 bonus for BNB Chain recharges, and 1:0.5 for other methods, with a maximum additional reward of 100 USD per user; invite friends to register, and friends will receive 300,000 Credits, with a cumulative maximum of 1.3 million when combined with login gifts, while the inviter will also enjoy rewards from friends' recharges and subscriptions.

After South Korea raised the margin requirements for single-stock leveraged ETF investors, the trading activity of related products has significantly decreased, with trading volume dropping to about one-tenth of the previous peak level.According to data from the Korea Exchange, the total trading volume of 16 single-stock leveraged and inverse ETFs related to Samsung Electronics and SK Hynix in the KOSPI market was 12.388 trillion won within two trading days after the new measures were implemented, a decrease of 58.6% compared to 29.907 trillion won on the day the measures were implemented (July 31).Previously, South Korean regulators raised the minimum cash margin requirement for single-stock leveraged ETF investors from 10 million won to 30 million won. Compared to the trading volume of 124.485 trillion won on the last trading day before the measures were implemented (July 30), the current trading scale of related products has dropped to about one-tenth.The enthusiasm of retail investors has cooled significantly. Data shows that the trading volume of retail investors in single-stock leveraged and inverse products has fallen to 250.7 billion won, less than a quarter of the 929.9 billion won on July 31.Analysts indicate that after raising the margin threshold, the effect of restricting speculative capital inflow has begun to show, and the trading pattern of retail investors continuously buying leveraged products during declines in the underlying stocks is changing.

According to Jinshi reports, S&P Global Market Intelligence Chief Business Economist Chris Williamson stated that although the PMI index in the U.S. remained stable in July, the survey data behind it shows some warning signs for future growth trajectories. The production growth rate significantly slowed in July, and new business growth has been weak for the third consecutive month, reflecting a reduction in inventory backlog.Increased supply chain delays, declining exports, and customer resistance to high prices have also brought pressure. Although inflation in raw material costs has slightly eased, inflationary pressures remain high, and corporate optimism about the economic growth outlook has fallen to its lowest level since October of last year.

According to Wall St Engine, Morgan Stanley analyst James Faucette downgraded Circle (CRCL) from Equalweight to Underweight, with a target price reduced from $106 to $38.In his comments, Faucette pointed out that the contraction in USDC scale exposes the sensitivity of Circle's reserve income, meaning that the revenue structure will tilt towards lower-margin transaction income. The firm has lowered its USDC scale assumptions for 2027 and 2028 by approximately 33% and 44%, respectively, resulting in GAAP EPS expectations that are about 3% and 20% lower than market consensus.Tokenized money market funds and deposits threaten USDC balances and rates, and the economic structure of USYC is relatively weak; the scale of agentic payments remains negligible, with an average daily transaction volume of only $41,900, implying an average transaction amount of about $0.24. Open USD has introduced shared governance and reserve economic models, increasing the cost of maintaining USDC distribution.

According to monitoring by Lookonchain, an Ethereum OG (0x087...2d14) sold 2,250 ETH after being inactive for 3 years, worth 4.15 million dollars.This OG purchased these ETH over 8 years ago at an average price of about 489 dollars.

According to CoinDesk, the cryptocurrency trading platform Bitget announced that it will stop providing trading services to residents of Japan and plans to close all remaining positions by December 31, 2026.Bitget has stopped accepting new registration applications from Japanese users as of Sunday. Existing users who believe the platform has mistakenly identified them as Japanese residents need to complete secondary identity verification and submit proof of address by November 1.Bitget stated that accounts that do not complete verification will enter "liquidation-only mode" starting November 1, where users will not be able to open new positions or use services such as spot trading, contract trading, copy trading, trading bots, and yield products, but they can still deposit and withdraw within the limits.The platform will forcibly close all remaining positions on December 31 and suspend bank card services. Users will still be able to withdraw assets thereafter.Bitget stated that this move is to comply with local regulatory requirements in Japan. Recently, Japan passed relevant legislation to reclassify crypto assets as financial instruments, and unregistered operating crypto platforms may face fines of up to approximately $62,800 and up to 10 years in prison in the future.

According to PR Newswire, AI data center company Hyperscale Data (NYSE: GPUS) announced the successful implementation of a Bitcoin-backed DeFi financing strategy through the Morpho protocol.As of August 2, 2026, the company has completed approximately $30 million in Bitcoin collateralized loans through the protocol, with a current variable interest rate of about 4.9%. The funds raised will be used to support the ongoing construction of its AI data center campus in Michigan, as well as general corporate purposes such as daily operating capital.The company stated that this move aims to transform Bitcoin reserves from passive storage assets into a low-cost source of growth capital, while maintaining exposure to the long-term appreciation of Bitcoin and reducing reliance on dilutive equity financing.

According to Jinshi reports, former Iranian Foreign Minister Javad Zarif warned that if Iran fails to reach a final agreement with the United States within the proposed 60-day negotiation period, it may face further economic difficulties, domestic turmoil, or a new round of military strikes.

The South African National Treasury and the South African Reserve Bank (SARB) have jointly released the "Draft Manual on Cross-Border Crypto Asset Activities," which is now open for public consultation, with a deadline of September 30, 2026.This manual is implemented in conjunction with the previously released "Draft Regulations on Capital Flow Management 2026," aiming to strengthen the regulation of cross-border financial activities and prevent the risks of illegal fund flows related to crypto assets.The manual specifies the triggers for cross-border crypto asset transactions—when crypto assets are transferred between authorized CASPs in South Africa and foreign CASPs, or when they are transferred from an authorized CASP in South Africa to a non-custodial wallet, this constitutes cross-border capital inflow or outflow and must be reported to the Financial Surveillance Department (FinSurv).It is noteworthy that, at this stage, individuals are only allowed to conduct outbound crypto asset operations through authorized CASPs within a single discretionary limit or foreign capital limit, and South African entities are currently not permitted to engage in related cross-border operations.Furthermore, the manual does not currently differentiate between different types of crypto assets, nor does it classify crypto assets as South Africa's official currency.

According to Jinshi reports, Trump stated that U.S.-Iran negotiations will start on August 3, and there is already an agreement regarding the Strait of Hormuz. He believes that reaching an agreement with Iran is better than military strikes and has decided to take punitive measures regarding the Canadian wildfire issue. In addition, Trump acknowledged that the U.S. is helping Japan boost the yen and mentioned the Pearl Harbor incident.Israeli officials stated that they were excluded from decision-making information before the U.S. canceled its strike plans against Iran.

American Bitcoin (NASDAQ: ABTC) announced its Q2 2026 financial report, showing that as of June 30, the company's Bitcoin reserves increased to approximately 8,002 coins, an increase of about 981 coins compared to the end of Q1, representing a quarterly growth of about 14%; the Bitcoin holdings per share grew by approximately 11%.During the reporting period, the company mined approximately 932 BTC, achieving the highest quarterly production in history; mining revenue was about $67.02 million, a quarter-on-quarter increase of about 8%, with a gross margin maintained at around 50%. The cost of mining a single BTC was approximately $36,500, remaining basically flat compared to the previous quarter. American Bitcoin CEO Mike Ho stated that the company will continue to increase its Bitcoin reserves by expanding mining infrastructure and enhancing balance sheet strength. Co-founder and Chief Strategy Officer Eric Trump mentioned that the company currently holds over 8,000 BTC and operates one of the largest Bitcoin mining platforms globally, maintaining strong confidence in the long-term prospects of Bitcoin.

Coinbase posted on the X platform that it offers stock index perpetual-style futures for U.S. users, allowing them to go long or short on entire sectors.