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According to Coinglass data, if ETH falls below $1,812, the cumulative long liquidation intensity on mainstream CEX will reach $835 million. Conversely, if ETH breaks above $2,001, the cumulative short liquidation intensity on mainstream CEX will reach $759 million.

According to Coinglass data, if ETH falls below $1,816, the cumulative long liquidation intensity on major CEXs will reach $1.012 billion. Conversely, if ETH breaks above $2,002, the cumulative short liquidation intensity on major CEXs will reach $406 million.

According to Gate's market data, U.S. stocks closed on Wednesday with the Dow Jones Industrial Average initially rising by 0.49%, the S&P 500 index falling by 0.17%, and the Nasdaq down by 0.8%. SpaceX (SPCX.O) fell by 13.6%. Nvidia (NVDA.O) rose by 3.4%, SK Hynix (SKHY.O) fell by 2%, AMD (AMD.O) fell by 7%, and SanDisk (SNDK.O) fell by 5%.The Nasdaq China Golden Dragon Index closed down by 1.08%, with Xpeng Motors (XPEV.N) and NIO Inc. (NIO.N) both down by 2%.

According to Coinglass data, if BTC falls below $61,445, the cumulative long liquidation intensity on mainstream CEX will reach $1.6 billion. Conversely, if BTC breaks above $67,341, the cumulative short liquidation intensity on mainstream CEX will reach $1.437 billion.

According to Bloomberg, informed sources revealed that a recent wave of complex cyberattacks targeted several large asset management firms on Wall Street, with attackers attempting to infiltrate the information systems of the relevant companies. Several large hedge funds globally became targets of the attacks, including Two Sigma Investments, Citadel, and Point72 Asset Management. In addition, several private equity firms were also attacked.It is currently unclear who the attackers are, the methods used in the attacks, and whether any sensitive data has been compromised. Informed sources requested anonymity due to the involvement of undisclosed information. This incident has once again raised market concerns about the cybersecurity risks faced by financial institutions. As asset management companies increasingly rely on complex information systems, algorithmic trading, and cloud infrastructure, the financial industry is becoming a primary target for cyber attackers.

According to Coinglass data, if BTC falls below $60,962, the cumulative long liquidation intensity on mainstream CEX will reach $1.432 billion. Conversely, if BTC breaks above $67,082, the cumulative short liquidation intensity on mainstream CEX will reach $1.214 billion.

According to an analysis by Reuters of LSEG data and company filings, Microsoft, Meta, Oracle, Amazon, and Alphabet have committed to future payments of approximately $1.09 trillion in uncommenced lease obligations, primarily for AI data centers, which is about four times their confirmed lease liabilities (approximately $285 billion). These commitments have not yet been included on the balance sheet but have been disclosed in the notes to the financial statements. Among them, Microsoft disclosed the largest amount, reaching $329.1 billion; Meta disclosed $278.99 billion and signed an additional $68 billion in new leases in July; Oracle disclosed $260 billion, nearly seven times its confirmed liabilities, with lease terms generally ranging from 15 to 19 years, and the company has warned that it may face risks if customers do not renew or are unable to fulfill their obligations; Alphabet and Amazon disclosed $85.2 billion and $137.21 billion, respectively.The analysis points out that if the demand for AI computing power continues to grow, these facilities will support the next phase of cloud business expansion; if demand falls short of expectations, companies may be forced to pay high costs for large amounts of long-term idle capacity. S&P Global Ratings has included the uncommenced leases of companies like Oracle in its adjusted debt forecasts. This data highlights the potential long-term financial pressure that the expansion of AI infrastructure brings to tech giants.

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

According to Coinglass data, if ETH falls below $1,787, the cumulative long liquidation intensity on mainstream CEX will reach $778 million. Conversely, if ETH breaks above $1,957, the cumulative short liquidation intensity on mainstream CEX will reach $682 million.

According to Coinglass data, if BTC falls below $60,319, the cumulative long liquidation intensity on mainstream CEX will reach $1.305 billion. Conversely, if BTC breaks above $66,624, the cumulative short liquidation intensity on mainstream CEX will reach $1.059 billion.

According to reports from Huxiu Technology, Jieyue Xingchen is advancing along two strategic lines: one centered around large models, and the other focused on intelligent terminal devices. The mobile phone business has been placed under the independent company "Zhiyue Xingchen," operated by a team with backgrounds in Huawei and Honor, led by terminal president Ni Jiayue. Jieyue's first intelligent terminal phone STEPX Neo was unveiled during WAIC, but the price and mass production schedule have not been announced. Huxiu has learned that Jieyue is building an overseas commercialization team, planning to sell large model APIs (primarily voice models) overseas, and mobile phones will also be included in the overseas sales plan.Jieyue Xingchen's chairman Yin Qi previously attempted the "AI + car" path at Qianli Technology (formerly Lifan Technology), and this time, using mobile phones as the first piece of the terminal strategy aims to establish a closed-loop system of "model---operating system---terminal." The phone is equipped with the Step AOS intelligent terminal operating system, positioned as a carrier for intelligent terminal services, with the business model ultimately returning to Token consumption. Jieyue also maintains model collaborations with 60% of top domestic mobile phone brands, with existing installations exceeding 42 million units, but the potential competitive relationship with its own mobile phone business remains unclear. As of the time of publication, Jieyue Xingchen has not commented.

According to Coinglass data, if ETH falls below $1,772, the cumulative long liquidation intensity on major CEXs will reach $840 million. Conversely, if ETH breaks above $1,950, the cumulative short liquidation intensity on major CEXs will reach $725 million.

According to Coinglass data, if BTC falls below $60,594, the cumulative long liquidation intensity on mainstream CEX will reach $1.627 billion. Conversely, if BTC breaks above $66,600, the cumulative short liquidation intensity on mainstream CEX will reach $925 million.

According to Jinshi reports, the US dollar index, which measures the dollar against six major currencies, fell by 0.02% on August 4, closing at 99.894 in the foreign exchange market. 1 euro exchanged for 1.1514 US dollars, down from 1.1531 US dollars the previous trading day; 1 pound exchanged for 1.3431 US dollars, down from 1.3482 US dollars the previous trading day; 1 US dollar exchanged for 156.74 Japanese yen, down from 158.9 Japanese yen the previous trading day; 1 US dollar exchanged for 0.8101 Swiss francs, up from 0.8082 Swiss francs the previous trading day; 1 US dollar exchanged for 1.4045 Canadian dollars, up from 1.4019 Canadian dollars the previous trading day; 1 US dollar exchanged for 9.5557 Swedish kronor, up from 9.5193 Swedish kronor the previous trading day.

According to Jinshi reports, SpaceX (SPCX) will announce its Q2 2026 financial report after the U.S. stock market closes on Tuesday. This is the company's first quarterly performance disclosure since going public in June, and the market will evaluate the actual performance of its three major businesses: rocket launches, satellite internet, and artificial intelligence, and assess whether the current high valuation can be supported by revenue growth and AI investment returns.Cantor Fitzgerald analyst Colin Canfield previously stated that the first quarterly financial report may have "extreme expectation bias," meaning there could be significant discrepancies between actual performance and market forecasts.According to FactSet data, the market expects SpaceX's Q2 revenue to be approximately $6.88 billion, with a loss of 23 cents per share; at the same time, the company is expected to have quarterly EBITDA of about $2.1 billion, with annual revenue of approximately $39 billion and EBITDA of about $17.3 billion.

According to Coinglass data, if BTC breaks through $66,344, the cumulative short liquidation intensity on major CEX will reach $1.103 billion. Conversely, if BTC falls below $60,065, the cumulative long liquidation intensity on major CEX will reach $1.072 billion.

According to Coinglass data, if BTC falls below $60,227, the cumulative long liquidation intensity on major CEXs will reach $861 million. Conversely, if BTC breaks above $66,299, the cumulative short liquidation intensity on major CEXs will reach $767 million.

According to Coinglass data, if ETH falls below $1,777, the cumulative long liquidation intensity on major CEXs will reach $589 million. Conversely, if ETH breaks above $1,959, the cumulative short liquidation intensity on major CEXs will reach $528 million.

According to Coinglass data, if BTC falls below $60,028, the cumulative long liquidation intensity on major CEX will reach $840 million. Conversely, if BTC breaks above $66,166, the cumulative short liquidation intensity on major CEX will reach $670 million.