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According to Jinshi reports, CME's "Fed Watch" shows that the probability of the Federal Reserve keeping interest rates unchanged until September is 36.6%, while the probability of a cumulative increase of 25 basis points is 63.4%. By October, the probability of keeping interest rates unchanged is 26.9%, the probability of a cumulative increase of 25 basis points is 56.3%, and the probability of a cumulative increase of 50 basis points is 16.9%.

According to Jinshi reports, Apple CEO Tim Cook stated that for users who wish to heavily utilize the new AI products, Apple will provide an "upgrade option."

According to Jinshi reports, the Amazon CEO stated that there is a clear and strong financial return outlook in terms of artificial intelligence and AWS spending.

According to Bitcoin News monitoring, approximately 594 BTC were transferred from 500 addresses within 25 minutes on Thursday, valued at around 38 million USD, and the funds were subsequently consolidated into another wallet. The affected holdings all used single-signature addresses, with balances ranging from about 0.15 to 0.26 BTC, and many UTXOs had been dormant for years.Early speculation focused on Coldcard, as at least one victim used the device. Coldcard CEO NVK denied the existence of a device-wide vulnerability, stating that the user may have imported a seed that had previously been leaked or compromised, and pointed out that the transfer involved keys from different wallets. Jameson Lopp noted that another victim only lost part of their UTXOs, not the entire wallet balance, which may indicate exposure of individual private keys rather than a complete seed leak.Currently, the coordinated transfer event is confirmed, but the source remains unknown, and there is no evidence to prove the existence of a Coldcard RNG flaw, supply chain vulnerability, or Bitcoin cryptographic failure.

According to Jinshi reports, Meta Platforms announced that it has committed to invest nearly $700 billion in the future through long-term and short-term agreements for areas such as artificial intelligence data centers and cloud computing.

According to Jinshi, multiple banks are in talks to provide a $15 billion loan to a data center developer collaborating with Anthropic, with Google providing financial guarantees and chip support.

According to Jinshi reports, Saudi Arabia has formed a maritime defense alliance aimed at protecting shipping in the Red Sea, with 13 other countries participating.

According to monitoring by Catcher Predict, the "Federal Reserve September Decision" event is currently among the hottest trades on the prediction market Polymarket, with a cumulative pool size reaching 817 million dollars. The option with the highest market consensus is "raise interest rates by 25 basis points," corresponding to a winning probability of approximately 52.5%.

According to monitoring by Lookonchain, a certain whale has continuously increased its holdings of WBTC and ETH over the past month, accumulating 1,050 WBTC at an average price of $64,277, worth $67,490,000; and accumulating 66,300 ETH at an average price of $1,758, worth $117,000,000.Its current holdings are profitable by $10,800,000.

According to on-chain analyst Ai Yi (@ai_9684xtpa), with the strong rebound in the storage sector, the whale that previously bet $31 million bullishly after the Hynix earnings report has reversed from an unrealized loss of $3.13 million to an unrealized gain of $2.01 million, with an entry price of $981.59, during which SKHX fell to a low of $897.43.

According to The Defiant, Lightning Labs, the company behind the Lightning network development tools, launched a dedicated website for the L402 protocol on Wednesday, positioning the protocol as a channel for AI agents to make payments in Bitcoin. The company stated that with L402, agents can make payments in Bitcoin and complete identity verification natively, without the need for accounts, intermediaries, or human involvement, and described L402 as a protocol for machine-to-machine commerce on Lightning.It disclosed that the addition is a website rather than the protocol itself. L402, or Lightning HTTP 402 protocol, has previously existed in Lightning Labs' tech stack, and its standard implementation, Aperture, is currently being used by the non-custodial exchange service Lightning Loop. This mechanism reuses the HTTP 402 status code, where the server returns a 402 along with a validation header containing tokens and Lightning invoices when the client requests a restricted interface. After the client makes a payment, it accesses the interface with the token and payment original, allowing the server to complete verification without querying the payment database.

Uniswap announced the launch of the beta Launches tab in its web application, designed to aggregate and display token issuance projects based on the Uniswap infrastructure. This feature currently supports issuance projects on the Robinhood Chain and integrates token information from multiple issuance platforms, allowing users to filter and sort by issuance platform, 24-hour trading volume, liquidity, launch time, and popularity.The official statement indicated that by July 2026, over 340,000 new tokens had entered Uniswap through the Robinhood issuance platform, with a cumulative trading volume of $3.6 billion. This feature aims to enhance the exposure efficiency of new projects and simplify the process for users to discover and trade new tokens.

Terry Duffy, Chairman and CEO of CME Group, stated that the approval of perpetual futures contracts in the United States may expose traders to tax and regulatory uncertainties, as the related products may ultimately be classified as swaps rather than futures. Duffy noted that the long and short parties in perpetual contracts regularly exchange funding rates, a mechanism that aligns with the statutory definition of swaps under U.S. law.The Commodity Futures Trading Commission (CFTC) currently classifies them as futures, and CME is legally challenging this approval with the CFTC. Duffy pointed out that if perpetual contracts are treated as futures, some institutional traders may be subject to the mixed tax treatment under Section 1256 of the U.S. tax code; if classified as swaps, they may be taxed under ordinary tax rules. The Internal Revenue Service (IRS) has yet to issue specific guidance on the tax treatment of perpetual futures. Legal experts indicate that perpetual futures are structurally similar to swaps but economically function like futures, and the court's interpretation of the relevant definitions will be crucial. Even if litigation clarifies the product classification, the IRS may still need to issue separate guidance on tax treatment.

According to Jinshi reports, Mastercard (MA.N) stock price rose by 3%, and its second-quarter profit exceeded market expectations.

According to Jinshi reports, officials from Israel and Gaza have hinted that negotiations are making progress and that news of a consensus on the second phase of the ceasefire agreement may be announced soon.

According to monitoring by Catcher Predict, in the predicted market event on Polymarket "LoL: DN SOOPers vs BNK FEARX - LCK Third to Fourth Round Promotion Group," the "Yes" option win rate for the sub-market "Both teams kill a dragon" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

Tencent's official X account stated that its research agent Hyra collaborated with the Hy3 model to explicitly prove an issue that has troubled the mathematical community for over 50 years: the optimal growth rate exponent of the size of the sum set |A+A| and the size of the difference set |A-A| for a finite integer set A is exactly 2. The theorem from 1969 provided an upper bound of 2, but for the following 50 years, the best constructed exponent was only slightly above 1.1.This achievement demonstrates the potential of AI agents in the field of pure mathematical reasoning. Tencent stated that Hyra is an AI research agent developed in-house, specifically designed to assist in the exploration of complex mathematical and scientific problems. This conclusion still requires confirmation through peer review by the mathematical community.

According to Jinshi News, Amazon employees have discovered that due to errors in the company's deployment of AI and a lack of expenditure control measures, some projects have experienced "catastrophically high" cost overruns. A senior engineer stated at an employee meeting that attempts to shift tasks from traditional programming to using AI models have resulted in "unplanned" expenditures.Amazon expects its capital expenditures to reach $200 billion this year, primarily invested in AI and data center infrastructure construction.