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According to Ai Yi's disclosure, the on-chain Changxin Storage TOP1 Air Force holds approximately $21.12 million in 1x leveraged CXMT short positions, with an entry price of around $6.5. The current price has risen to $7.28, resulting in an unrealized loss of about $2.255 million. Meanwhile, the total funding fees paid by this short position have reached $3.078 million.This position previously invested over $40 million in margin, and there is still a significant gap to the liquidation price of $15.466. However, the continuously accumulating funding costs are eroding profits, and the market speculates that this trader may still be betting on a significant correction in CXMT's price to cover current losses and achieve profitability.

The non-farm data is a significant positive, gold prices challenge the 4,380 mark, and the last hope for bears has not yet been shattered.

According to Catcher Predict monitoring on-chain data, there is a prediction of significant capital movement in the Polymarket. A large whale sold $83,715.86 on the event "National Bank Open: Diana Schneider vs. Iga Swiatek." Based on the current transaction price, the latest corresponding winning probability for this subject is 26%.

Lookonchain posted on platform X that the Bitcoin mining company MARA sold 23,100 BTC at an average price of $70,631 in the first half of 2026, worth $1.6 billion; it currently still holds 35,600 BTC, worth $2.3 billion.

A Bitcoin whale holding 26.96 BTC has not moved these coins since they were first received on January 31, 2014, for approximately 12.5 years, and has just completed the transfer in block 961845.The average cost of this BTC is about $803, realizing a profit of $1.73 million, with a return on investment of 7975%. The transfer time was August 10, 2026, at 07:03 UTC.

According to Bloomberg, citing Smart Analytics Global data, the global shipment of humanoid robots in the first half of 2026 is approximately 19,100 units, a year-on-year increase of over 200% (compared to about 5,100 units in the same period last year), with Chinese manufacturers accounting for over 97%. The agency expects the total shipment for the year 2026 to reach about 60,000 units, and it is anticipated to grow to 500,000 units by 2030.The report points out that China has formed an early leading advantage over American competitors in the field of humanoid robots. Previously, Morgan Stanley raised its forecast for China's humanoid robot shipments in 2026 to 50,000 units, and IDC data also shows that the top five companies in global humanoid robot shipments in 2025 will all be Chinese firms, while American companies Figure AI and Tesla rank seventh and ninth, respectively.

According to Taiwanese media reports, Intel's next-generation advanced packaging technology EMIB-T is facing severe yield challenges. ABF substrate supplier Unimicron stated during its earnings call on July 29 that the technology is "not yet mature," and the yield target for three EMIB-T substrate suppliers (Unimicron, Ibiden, and Shinkawa) during the initial mass production phase at the end of 2027 is only 50%.EMIB-T is Intel's advanced packaging solution that competes with TSMC's CoWoS-L, differing in that it embeds the silicon bridge directly into the substrate rather than using a silicon interposer, making substrate suppliers a key factor in determining success or failure. Google's ninth-generation TPU has confirmed that it will adopt EMIB-T packaging when it goes into mass production in 2028, with MediaTek responsible for chip co-design. If the chip successfully goes into mass production, its shipment volume is expected to challenge NVIDIA. Unimicron stated that the customer (Intel) has provided a profit guarantee mechanism, ensuring that suppliers can remain profitable even if yields are poor, and that profit margins will exceed the company's average level after achieving the 50% yield target. Currently, there is still considerable uncertainty about whether EMIB-T can achieve its mass production target by the end of 2027.

According to on-chain analyst Onchain Lens (@OnchainLens), a certain whale address (0xdc46...7C97) deposited 37,390 $HYPE to KuCoin 6 hours ago, worth approximately $2.03 million. The same wallet also transferred 290,750 $USDC to Kraken one hour earlier, worth approximately $290,700.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $4.658 billion, with long positions totaling $2.321 billion, accounting for 49.83% of the holdings, and short positions totaling $2.337 billion, accounting for 50.17%. The profit and loss for long positions is -$78.7929 million, while for short positions it is $9.3976 million.Among them, the whale address 0x0ddf..02 has shorted ETH with a 3x leverage at a price of $1,700.06, currently showing an unrealized profit and loss of -$11.2367 million.

According to the on-chain analysis platform Lookonchain (@lookonchain), a newly created wallet deposited 3,560,000 USDC into Hyperliquid, opening a long position of 36,000 XMR with 4x leverage, valued at approximately 14,330,000 USD, and set take-profit orders in the range of 475 to 516 USD, with the current XMR price being around 397 USD.

The Cyprus Securities and Exchange Commission (CySEC) will conduct on-site inspections and off-site reviews of authorized crypto asset service providers from the second half of 2026 to the first half of 2027, with a focus on institutions providing digital asset custody services.This action is part of the 2026 joint supervisory action coordinated by the European Securities and Markets Authority (ESMA), which aims to assess areas such as institutional governance and control frameworks, key and storage management, private key security, wallet storage, and access controls.The review will also cover trading controls, monitoring and incident response, smart contract security, and third-party risk management. CySEC stated that the relevant standards are mandatory, and the institutions' compliance readiness will be used as a selection criterion for subsequent inspections.

According to on-chain analysts, a certain ancient whale that acquired 40,000 ETH during the 2015 ICO extracted 7,020.84 MKR at an average price of $828.92 between September 2018 and May 2019, worth $5.81 million.After holding for over seven years, the whale transferred 3,510.42 MKR to a new address for the first time 4 hours ago, worth approximately $4.41 million, with an unrealized profit of $1.506 million, and has not yet transferred or sold.

According to Onchain Lens monitoring, a certain whale has accumulated 387,830 LINK from Binance over the past 30 days, worth approximately 3.22 million USD.13 hours ago, the whale transferred all holdings to its Gnosis Safe wallet.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $4.538 billion, with long positions of $2.25 billion, accounting for 49.57% of the total holdings, and short positions of $2.289 billion, accounting for 50.43% of the total holdings. The profit and loss for long positions is -$84.7335 million, while the profit and loss for short positions is $13.5707 million.Among them, the whale address 0x0ddf..02 has shorted ETH with a full position at a price of $1,700.06, currently showing an unrealized profit and loss of -$10.7517 million.

According to Onchain Lens monitoring, a certain whale staked 4,000 ETH through Lido 2 hours ago after being silent for 3 months, worth approximately 7.68 million USD, and received 4,000 stETH in return.Previously, this address supplied 1.216 million USDC to Aave, worth approximately 1.22 million USD.

According to TheDataNerd monitoring, recently a whale with a 40x leverage short position of 102 million dollars in Bitcoin faced partial liquidation, with a loss of 1.46 million dollars in the past week.Currently, the margin call has reduced the short position to approximately 60,000,000 dollars, with an opening price of 64,212.5 dollars and a liquidation price of 65,310.2 dollars.

According to Hyperliquid News monitoring, a certain whale deposited $11.55 million USDC into Hyperliquid 26 hours ago.This whale had previously gone long on 10,000 ETH, with a nominal value of $19 million, realizing a profit of $193,000; then, over 34 hours, it went long on 25,000 ETH through TWAP, with a nominal value of approximately $46.5 million.

Hyperbot data shows that the whale Loracle has completely closed its short position of 15,335.3656 ETH, incurring a loss of approximately $948,000; currently, it still holds short positions in HYPE, KAITO, and XMR, with an overall unrealized loss of about $491,000 and an investment return rate of -3.18%.Including: 1. 2x leveraged HYPE short position, holding 563,096.99 HYPE, currently with an unrealized loss of about $775,000; 2. 5x leveraged KAITO short position, holding 701,405 KAITO, currently with an unrealized gain of about $303,000; 3. 5x leveraged XMR short position, holding 579.34 XMR, currently with an unrealized loss of about $19,000.

"1011 Insider Whale" agent Garrett Jin released a weekly analysis stating that he previously suggested gradually positioning in storage chips and buying on dips, but the market did not experience the expected pullback. He has sold half of the previously rebounded positions during the surge, not because the investment logic has changed, but because he noticed the funding structure driving the rise, stating, "This is more like a short squeeze rather than a final confirmation of the market fundamentals." Rapid capital replenishment of short positions can create short-term increases in stocks like SK Hynix, but cannot solely support a sustained trend. The risks of Korean leveraged ETFs have not been fully released, but the decline in asset scale mainly comes from net value shrinkage rather than investor exit. Currently, the cumulative net subscription of related financial products remains at historical highs and has not turned negative.Garrett Jin emphasized that the decline in the scale of Korean leveraged ETFs does not indicate a bearish outlook on storage demand. SK Hynix's 2026 capacity is already sold out, and Micron's orders are covered until 2028, with strong demand expected to continue until the second half of 2027. However, the storage industry is essentially a cyclical industry, and stock prices have already risen by hundreds of percentage points in advance. Cyclical stocks are usually difficult to sustain long-term growth through valuation expansion. The current market is entering a new phase of the AI capital expenditure cycle, shifting from "rewarding investment" to "evaluating investment returns." Regarding Bitcoin, Garrett Jin stated that it continues to meet the bottoming conditions since the low in July and maintains the position view established around $60,000.

According to Onchain Lens monitoring, a whale has withdrawn a total of 30,000 ETH from Coinbase Prime, worth approximately 57.21 million USD, and has dispersed the funds into three new wallets.