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According to on-chain analysis platform Lookonchain (@lookonchain), the BlackRock Bitcoin ETF has recorded net inflows of BTC for 4 consecutive trading days, with a total inflow of 9,269 BTC, valued at approximately 604 million USD.

Cryptocurrency analyst Ai posted on the X platform that multiple technical indicators at the monthly level for Bitcoin are releasing bullish signals, suggesting that the current market may have formed a macro bottom. Data shows that the TD Sequential indicator triggered a buy signal on the Bitcoin monthly chart last month. This indicator previously successfully identified the bottom of the bear market in 2022 and is now showing a similar signal again. Additionally, Bitcoin's current price is close to the 50-month simple moving average (SMA). Historical data indicates that since 2014, this long-term moving average has repeatedly become an important support area for Bitcoin and corresponds with multiple market bottoms.Meanwhile, the Chande Momentum Oscillator (CMO) has fallen back to around -71. The last time this indicator reached a similar level was in June of this year, when Bitcoin's price briefly dropped to $57,000. Historically, extreme low levels of CMO often coincide with market bottom areas. Analysts believe that Bitcoin may still oscillate in the range of $60,000 to $67,000 in the short term, but the TD Sequential buy signal, 50-month moving average support, and CMO oversold condition together indicate that a long-term cycle bottom may have formed. The market will focus on whether subsequent prices can break through the oscillation range to confirm a new upward trend.

According to the expected plan compiled by the Korea Digital Convergence Industry Association, the secondary regulations for Security Token Offerings (STO) in South Korea may include: allowing "pooling" issuance of similar types of underlying assets, setting over-the-counter trading limits for general investors, clarifying the licensing conditions and business scope for non-standard securities over-the-counter exchanges, and developing a phased roadmap for the tokenization of standard securities. In addition, the technical and financial requirements for issuer account management institutions are also expected to be included in the regulations.This expected plan is based on publicly available policy directions and industry discussions and is not an official version. Specific standards still need to be determined through legislative announcements, regulatory reviews, and other procedures. Previously, the STO market was primarily focused on single assets; if pooling is allowed, it could promote the issuance of multi-asset composite products such as music copyrights and real estate. The over-the-counter trading limits for general investors are expected to be higher than existing sandbox cases, but the final limits still need to balance investor protection and market liquidity. The status of non-standard securities over-the-counter trading platforms and existing operators, as well as the future path for the tokenization of standard securities (stocks, bonds), will be key focuses moving forward. The industry warns that after the regulations are implemented, the preparation time for related companies' systems and internal controls may be quite urgent.

According to Bloomberg, SpaceX's stock performed relatively steadily on Thursday, following the expiration of a lock-up agreement that restricted insiders from selling shares, involving the release of approximately 911.5 million shares, valued at about $100 billion based on current estimates.Trading data shows that SpaceX's stock price fluctuated within a range of less than 3% in the early morning, as the market digested the potential selling pressure from this large-scale share release. In the first 30 minutes after the market opened, the trading volume approached 93 million shares, accounting for about 40% of the total trading volume from the previous trading day.This release occurred shortly after SpaceX's first financial report was published. Previously, due to concerns from investors about the company's investment in artificial intelligence being higher than expected, SpaceX's stock price had dropped by about 14%. However, most Wall Street analysts still maintain a long-term optimistic view of the company.The market's focus includes SpaceX's future investment plans in AI, satellite internet, and mobile communications. Although facing short-term capital expenditure pressures, analysts believe that the company's leading position in rocket launches, the Starlink satellite network, and the commercial space sector remains an important factor supporting its long-term valuation.This stock release, valued at approximately $100 billion, has also become an important event for the market to test investor confidence after SpaceX's listing. The stock price did not experience significant fluctuations, indicating that the market had certain expectations regarding the liquidity release for internal shareholders.

The issuer of the Japanese yen stablecoin, JPYC, announced the completion of its Series B expansion financing, raising approximately 6 billion yen in total. The company stated that the funds will primarily be used to expand the financial and Web3 ecosystem, accelerating the social application of the yen stablecoin "JPYC."

Cathie Wood's Ark Invest purchased $17.3 million worth of shares in Circle Internet Group and $19.7 million worth of shares in SpaceX on Wednesday.On that day, Circle-related stocks rose by 0.05%, closing at $63.28; SpaceX-related stocks fell by 13.61%, closing at $108.27.

U.S. Senator Elizabeth Warren has requested the U.S. Department of Commerce to explain its policy towards the UAE, which involves granting the UAE-related entities more access to AI chip exports after the UAE invested in the Trump family-supported cryptocurrency project World Liberty Financial.In a letter to Commerce Secretary Howard Lutnick, it was mentioned that an entity in Abu Dhabi invested $500 million in World Liberty Financial in January; another UAE-related company used World Liberty's USD 1 stablecoin to complete a $2 billion investment in the cryptocurrency exchange Binance. The U.S. Department of Commerce previously reclassified the UAE to Country Group A:5, allowing it to receive more license-free exports, including advanced chips. The department also stated that it would "actively review" license applications for exporting chips and servers to the UAE entity MGX involved in the $2 billion investment in Binance.Warren stated that the actions of the Department of Commerce raise significant questions about how the President's cryptocurrency business interests may affect institutional operations and national security. In June, several senators, including Warren, requested a hearing on the $500 million transaction involving World Liberty Financial.

According to Jinshi reports, Federal Reserve Governor Cook stated that if the trend of falling inflation does not resume, the Federal Reserve is prepared to raise interest rates.

According to BTCtreasuries, the publicly listed Bitcoin mining company Cipher Digital has sold 470 BTC to fund the development of an AI data center and currently holds a total of 646 BTC. Its Bitcoin 100 ranking is 58th.

According to monitoring by OnchainDataNerd, Michael Saylor has been continuously reducing his Bitcoin holdings recently. Data shows that last week, his related addresses sold approximately 1,638 BTC, worth about $102.4 million; then he sold another approximately 299.84 BTC, worth about $18.91 million; today he sold about 1,030 BTC, worth approximately $66.14 million.Despite the continuous selling, Strategy (formerly Micro Strategy) currently still holds about 842,138 BTC, worth approximately $5.265 billion.

CryptoQuant analyst Darkfost stated that the Binance Whale Inflow Ratio has risen to 0.52, reaching a four-month high. Currently, Bitcoin is still fluctuating within the range of $60,000 to $65,000, with whale activity significantly intensifying compared to retail and small traders, sending more BTC to Binance than other participants, increasing the selling pressure on Bitcoin.Darkfost pointed out that historically, surges in this ratio have occurred at both market tops and bottoms, accompanied by panic and capitulation selling. Considering the current low volatility environment, once this phase passes, the indicator is likely to quickly return to normal. Attention should be paid to whether this trend continues.

According to the Hong Kong Wen Wei Po, the Hong Kong Police Commercial Crime Bureau, together with the Macao Judiciary Police, launched a cross-border joint law enforcement operation codenamed "Junli" from August 1 to 3, successfully cracking down on a fraud criminal group that claimed to be involved in virtual currency investment.The Hong Kong police arrested 1 man and 5 women (aged 51 to 64) on charges of "conspiracy to commit fraud," with those involved including company directors, shareholders, company secretaries, and key promotional members; the Macao Judiciary Police also arrested 2 women involved in the case on charges of "aggravated fraud." As of August 3, the Hong Kong police had received a total of 225 reports, with losses amounting to approximately 94 million Hong Kong dollars; the Macao police received 9 reports, involving losses of about 3.6 million Macao patacas, totaling over 97 million.

According to Jinshi reports, despite Iranian officials repeatedly denying it, U.S. President Trump still stated that Washington and Iran are having "very good discussions." "We are having very good discussions. They are reluctant to acknowledge this, which is indeed a bit unsettling," Trump said in an interview with Fox News. "The only thing that matters is action; they want to reach an agreement, and we will wait and see. If they ultimately fail to reach an agreement, that would be too bad," he added.

According to Jinshi reports, the financial blog Zero Hedge previously posted that there was a large-scale short selling before SpaceX's earnings report, with 95% of the borrowed SpaceX shares already lent out, and the short position reaching 34% of the outstanding shares. Musk responded to this by saying, "I tried to warn them, but they just doubled down on their bets." SpaceX will announce its Q2 performance after the US stock market closes today.

According to official news, Circle Gateway has implemented a programmable authorization model by supporting ERC-1271 signatures, allowing smart contracts and smart contract wallets to directly use the Gateway.Developers do not need to set up additional delegated approvers and can access a unified USDC balance system through existing smart contract authorization logic.

DWF Labs co-founder Andrei Grachev published a response to recent market speculation regarding DEXE trading, stating that the relevant transactions can be verified through centralized exchanges. Grachev indicated that the DWF Labs DEXE trading process is as follows: a large purchase of DEXE in 2024, partial selling for profit in 2025, another large purchase of DEXE around October 10, hedging profits in the first half of 2026, and when the funding rate turned negative, being forced to close short positions and increasing cash reserves by selling part of the DEXE spot.Grachev stated that all buying and selling operations were completed through centralized exchanges, where the trading platform holds relevant account information, and criticized some paid KOLs for spreading "misleading information."

According to official news, Marvell Technology announced the launch of a new generation of memory solution portfolio for AI infrastructure, covering server-level AI storage, rack-level CXL memory expansion and pooling, as well as multi-rack optical interconnect shared memory, aimed at addressing the growing memory capacity and bandwidth bottlenecks in Agentic AI inference processes.Marvell stated that as AI model sizes increase, context windows extend, and KV Cache demand grows, traditional tightly coupled architectures of computing and memory are limiting AI inference efficiency. Through memory disaggregation, memory resources can be made more independent of computing resource expansion, improving GPU utilization and reducing data movement latency. The products released include:Bravera SC6 PCIe 6.0 SSD controller: Designed for AI inference storage scenarios, it helps cloud service providers migrate more KV Cache to high-performance SSDs, enhancing infrastructure efficiency. This product features an architecture compatible with multi-vendor NAND and is expected to begin sampling in the fourth quarter of 2026.Marvell Structera X memory expansion solution: Based on CXL technology, it supports rack-level memory expansion and resource pooling, helping data centers share and allocate memory resources more flexibly, reducing AI infrastructure costs.Marvell Photonic Fabric optical interconnect memory solution: Constructs a shared memory architecture across multiple racks using optical interconnect technology, supporting up to 32TB warm KV Cache offloading and helping AI inference clusters enhance throughput capacity.Marvell stated that the Photonic Fabric solution can achieve a 2 to 3 times increase in Token throughput under existing data center space and power consumption constraints, supporting larger scale models and longer context AI applications.Marvell executive Will Chu stated that AI infrastructure is transitioning from a single server architecture to a system where computing, memory, and connectivity operate in synergy, and in the future, memory needs to expand more independently to enhance resource utilization and Token efficiency.As the demand for AI Agents and large model inference continues to grow, memory capacity, bandwidth, and data transfer efficiency are becoming new focal points of competition in AI infrastructure, following computing power.

According to Axios, despite AI labs offering huge salaries, top titles, and abundant computing resources to compete for top talent, the issue of talent loss remains prominent. Data shows that over 400 former Apple employees are currently working at OpenAI, and Apple has filed a lawsuit against OpenAI, accusing it of using Apple's internal code names to extract confidential information obtained from potential applicants.The latest case is that Lilian Weng, co-founder of Thinking Machines Lab, returned to OpenAI just days after leaving, where she will be responsible for recursive self-improvement research. She is the fourth co-founder to leave the lab in the past year. Meanwhile, Google has also seen two well-known researchers switch jobs recently—Noam Shazeer returned to OpenAI, and Nobel Prize-winning chemist John Jumper joined Anthropic. Meta is also facing the issue of high-priced talent rapidly leaving. Reports cite insiders saying that Anthropic CEO Dario Amodei has expressed concerns about the new trend of hiring talent "for money rather than mission."

Strategy founder Michael Saylor stated that his previous viewpoint of "Never Sell Your Bitcoin" was to share ideas with other holders as a personal investor.Saylor mentioned that he has never sold any Bitcoin, "not even one satoshi." He emphasized that Strategy is a publicly traded company, not a personal wallet, and has been publicly disclosing since 2020 that it may manage capital through buying or selling BTC.Saylor stated that Strategy's long-term belief in Bitcoin has not changed among investors, and the company's related operations are part of its corporate financial strategy, while his personal holding philosophy remains unchanged.Previously, the market was concerned about whether Strategy would adjust its Bitcoin holding strategy. Saylor's statement this time aims to distinguish personal holding behavior from the asset management decisions of a publicly traded company.

An FBI agent, Patrick Yaroch, was arrested last Friday for allegedly stealing approximately $1 million in cryptocurrency from "hostile crypto accounts." According to the submitted affidavit, Yaroch is suspected of transferring the relevant assets starting from late 2024 or early 2025. Yaroch told investigators that he discovered some keys that allowed him to transfer funds from the digital wallet to himself. He expressed frustration at being unable to further prevent personnel related to "hostile nations" from using cryptocurrency and made about a dozen transfers.Department of Justice documents show that Yaroch admitted to a Department of Justice employee that he had "made some very bad decisions" regarding issues related to crypto wallets. In another interview with federal agents, he also acknowledged that he had "screwed up." Yaroch was previously a supervisory special agent in the FBI's Counterintelligence and Espionage Division and had earlier served in the FBI's Boston field office. The FBI terminated him on July 31. The investigation also indicated that Yaroch mixed personal funds with cryptocurrency assets and had used ChatGPT to inquire about how to handle these funds, including how to spend or invest $1 million and whether to leave the United States for a country in Europe.