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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.

According to Jinshi reports, on August 3 local time, the U.S. Central Command stated that the U.S. military continues to strictly enforce the maritime blockade against Iran. As of that day, the U.S. military has altered the navigation routes of 44 commercial vessels, rendered 2 vessels incapacitated, and boarded and inspected 2 vessels.

According to SoSoValue data, as of 8 AM Eastern Time on August 3, 2026, the total net sell-off of Bitcoin by global listed companies (excluding mining companies) for the week was $101 million, an increase of 528.14% compared to last week.Strategy generated approximately $105 million on August 3 by selling 1,638 Bitcoins at a price of $63,957, reducing its holdings to 842,138 Bitcoins, and spent $81.2 million to repurchase 912,143 shares of STRC preferred stock.The Japanese listed company Metaplanet did not purchase Bitcoin last week, marking three consecutive weeks without purchases.Additionally, five other companies purchased Bitcoin last week:Ethereum asset company Bitmine announced on July 27 that it purchased 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 208 Bitcoins;Asset management company Strive announced on August 3 that it spent $1.26 million to purchase 20 Bitcoins at a price of $63,191, bringing its total holdings to approximately 20,020 Bitcoins;Brazilian Bitcoin company OrangeBTC announced on August 3 that it spent $1.9933 million to purchase 30 Bitcoins at a price of $66,443, bringing its total holdings to 3,948 Bitcoins;UK Bitcoin company The Smarter Web Company announced on August 3 that it invested $750,000 to purchase 11.89 Bitcoins at a price of $63,328, bringing its total holdings to 2,712 Bitcoins;French Bitcoin company Capital B announced on August 3 that it purchased 1 Bitcoin at a price of $64,601.90, bringing its total holdings to 3,140 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 1,138,643 Bitcoins, with a current market value of approximately $7.242 billion, accounting for 5.7% of Bitcoin's circulating market value.

According to a report by LatePost, Ant Group's embodied intelligence company Lingbo Technology has launched its first round of financing, aiming to raise 1.5 billion yuan, and is striving to complete a second round of financing by the end of this year. The report points out that Lingbo has currently formed a relatively complete layout in the brain chain related to robot perception, understanding, and action, covering areas such as vision, depth, mapping, video, world models, VA, and VLA, thus attracting the attention of several investment institutions before the financing launch.The report states that funds in the embodied intelligence sector are currently accelerating towards the "embodied brain" direction. Ant Lingbo is seen as Ant Group's core vehicle in the fields of embodied and physical AI, and Ant will continue to provide support in areas such as AI infrastructure, data assets, and application scenarios. One of the core goals of this round of financing is to accelerate the development of Lingbo's embodied brain. The report also mentions that Lingbo's future valuation will depend on model generalization capabilities, real deployment and data flywheel, as well as whether it can grow into a global physical AI foundational model platform.

According to Gate market data, the Nikkei 225 index opened down 659.27 points on August 3 (Monday), a decrease of 1.02%, reporting at 63,702.75 points.The South Korean KOSPI index opened down 217.22 points on the same day, a decrease of 3.29%, reporting at 6,378.23 points. SK Hynix fell by 4%, and Samsung Electronics fell by 5%.

CryptoQuant analyst Darkfost posted on the X platform, stating that short-term holders (STH) transferred over 32,000 BTC to exchanges, and all these bitcoins were sold at a loss.This event has become one of the largest short-term holder loss sell-off events in the past 30 days. It indicates that market chips are shifting from more confident long-term holders to short-term holders.

According to Jinshi reports, U.S. Secretary of State Rubio stated in an interview with Fox News that due to Washington's military strikes, Iran is now more willing to negotiate on issues including its nuclear program and the Strait of Hormuz. Rubio reiterated that the U.S. strikes have destroyed Iran's navy, air force, and missile defense systems, and have "severely weakened" its defensive capabilities. He pointed out that Iran no longer has a "conventional shield," which has changed the negotiation landscape, making Iran more willing to reach agreements on denuclearization and the Strait issues.

According to the New York Post, a blockchain entrepreneur is accused of embezzling over $5 million from his own company and deleted 194 expense records before suddenly resigning.57-year-old Dionysios "Dean" Karakitsos is accused of draining Bitquery Inc. (a company that tracks cryptocurrency values and fund flows). A related lawsuit has been filed in Manhattan Supreme Court.Karakitsos is a co-founder of the company and served as CEO, director, and financial officer until 2025. He is accused of continuously transferring company funds into his personal accounts over the years. Karakitsos later operated a prediction market platform called Assymetrix.Bitquery filed a lawsuit in June seeking the return of at least $5 million allegedly stolen. The company stated that it is seeking additional compensation to cover legal fees.

Michael Saylor posted on the X platform stating that BIP-110 signaling was voluntary before block 961,632. From block 961,632 to 963,647, its software will reject every block that does not signal.Any "100% signaling" displayed during this window reflects this rule, rather than voluntary support from miners or Bitcoin consensus.

A photo taken by Reuters shows U.S. Treasury Secretary Janet Yellen attending a cabinet meeting with President Trump at Camp David on Friday local time, where a "to-do list" on her notepad was exposed, stating "Buy yen 5-10 billion."The photo was taken during a media-accessible portion of the meeting, at 11:33 AM Eastern Time (11:33 PM Beijing Time). Yellen's name tag was conveniently located at the top of the notepad, clearly visible. A spokesperson for the U.S. Treasury Department did not respond to requests for comments regarding the contents of the notepad or whether intervention measures had been taken on Friday.According to the Financial Times, the U.S. Treasury intervened in the yen exchange rate on Friday local time, marking the first joint effort by the U.S. and Japan in nearly 30 years to support the yen through direct purchase operations. Three informed sources revealed that the New York Fed executed an unusual operation on behalf of the Treasury—selling euros to buy yen, with two of the sources stating that the transactions were completed through Goldman Sachs and Morgan Stanley.Prior to the action, the U.S. Treasury had informed several Wall Street banks that it was considering intervening in the yen. The last time the U.S. Treasury intervened in the yen was back in 2011, but at that time, the direction was to sell yen.

According to Jinshi, U.S. President Trump praised Nvidia (NVDA.O), calling it a leader in technological innovation and emphasizing the company's important contributions to advancing artificial intelligence and graphics processing technology.

According to Gate market data, the Philadelphia Semiconductor Index nearly erased its intraday gains, which had previously risen by about 5%. SanDisk (SNDK.O) fell by about 7%, Micron Technology (MU.O) dropped over 4%, and SK Hynix (SKHY.O) declined over 2%. The Nasdaq Composite Index is currently down about 0.2%.

According to monitoring by Lookonchain, Changxin Storage has now entered its 5th trading day, with the price rising above 8 dollars, currently favoring the bulls in the long-short battle.A certain whale has shorted 2.9 million Changxin Storage shares, worth 23.54 million dollars, currently facing a loss of 4.67 million dollars and has paid 1.42 million dollars in funding fees; another whale has gone long on 1.63 million Changxin Storage shares, worth 13.27 million dollars, currently making a profit of 2.46 million dollars and has received 823,000 dollars in funding fees.