pro

According to CoinDesk, the index provider MSCI has launched a new round of consultations, proposing to exclude so-called "non-operating companies" from its Global Investable Market Indexes. This classification will no longer use the proportion of crypto assets as the sole threshold but will adopt a two-step screening process: first, it will check whether operating assets exceed 50% of total assets; those that do not pass will then be assessed based on five financial ratios: operating asset intensity, expense intensity, cash flow, fair value intensity, and capital dependence. If at least four of these do not meet the standards, they will not qualify for inclusion.If the current data is applied to the MSCI ACWI IMI Index, Bitcoin-holding companies Strategy (MSTR), Metaplanet (3350), and uranium holder Yellow Cake will be excluded. Strategy has cumulatively held approximately 840,400 BTC since 2020, while Metaplanet holds about 43,000 BTC. MSCI's description of "non-operating companies" refers to businesses that create value by accumulating and holding non-operating assets, have limited operating cash flow, and rely on external financing for expansion.The consultation for collecting opinions will end on September 30, with results expected to be announced around October 16; even if approved, the related adjustments will not take effect until the index review in November 2026 at the earliest. Previously, a consultation in October 2025 regarding "digital asset treasury" companies, which set a standard of 50% for crypto asset proportion, had caused market fluctuations and industry opposition, ultimately being postponed.

According to South Korean media ZDNet Korea, Samsung Electronics is adjusting the original purpose of its NRD-K Line 2 at the Giheung campus from a research and development facility to a wafer foundry line, with the main target product being the 2nm base chips required for NVIDIA's HBM. This production line is expected to be operational in the second half of 2028, adopting a "Send-Fab" model, which involves receiving wafers from other mass production lines and performing specific processes.NRD-K is the most advanced composite research and development campus built by Samsung Electronics to seize future semiconductor technology, with a total investment of approximately 20 trillion won, planning for three production lines, of which the first line is scheduled to be completed by the end of 2024. This adjustment aims to proactively respond to the expansion of HBM demand driven by investments in AI infrastructure. Samsung plans to first apply the 2nm process to custom HBM and HBM5 to maintain performance advantages.Industry insiders point out that the scale of NRD-K Line 2 is relatively small, making it suitable for operation in the Send-Fab format. However, there are still about two years until the production line is operational, and the final purpose may be adjusted again based on market conditions. Samsung had previously considered using this production line for DRAM production, but after modifications to the relevant plans this month, DRAM capacity will be more concentrated in the Pyeongtaek campus. Equipment procurement orders have not yet been officially issued.

Z.ai released GLM-5.3, which is based on the same foundational model as GLM-5.2, achieving capability improvements through expanded post-training. The official statement claims that GLM-5.3 has improved by 50% on the internal Z.ai Code Bench coding benchmark compared to GLM-5.2, and has reached leading levels among open models in public benchmarks such as Terminal Bench 3 and Agents' Last Exam.In terms of cybersecurity, GLM-5.3 achieved a score of 84.5% in the CyberGym vulnerability discovery test, and showed significant improvements in exploitation chain-related tests such as ExploitBench and ExploitGym compared to its predecessor.

According to token unlock data from the Crypto asset data platform RootData, Capybobo (PYBOBO) will unlock approximately 6,605,560 tokens at 00:00 Beijing time on August 21, worth about 5.14 million USD.

According to token unlock data from the crypto asset data platform RootData, Trusta Labs (TA) will unlock approximately 24.1 million tokens at 0:00 Beijing time on August 21, worth about 1.46 million USD.

According to The Defiant, the Government Pension Fund Global of Norway disclosed in its quarterly holdings document for the period ending June 30 that it holds 6,151,062 shares of BitMine Immersion Technologies (BMNR), with a market value of approximately $81.87 million.The fund did not list BitMine in its holdings report as of December 31, indicating this is a new disclosure, and the specific purchase time and cost have not been announced. It is reported that the total size of the fund reached 22.683 trillion Norwegian kroner as of June 30, with 72.1% allocated to stocks.

According to on-chain analysts, a Bitcoin whale who has held their position for three years has a cost basis as low as $20,000, with peak unrealized profits exceeding $15.31 million.This address deposited 158.7 BTC, worth $10.01 million, to Coinbase 8 hours ago, with the funds sourced from another address that withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, this whale did not choose to take profits; if they sell now, they will make a profit of $6.206 million, which is more than a 40% reduction from the peak profit.

Harmony Protocol released an event update stating that an unauthorized ONE minting incident occurred. Investigations show that the attacker exploited a cross-shard receipt replay vulnerability, allowing processed cross-shard receipts to be executed multiple times, and minted ONE in empty blocks.The team is currently verifying two sets of impact data: early analysis indicates that the first round of minting involved 4 billion ONE, while the latest on-chain reconstruction shows that approximately 3.01 trillion ONE were issued to four attacker wallets through six forged cross-shard transactions. Harmony Protocol confirmed the first round of minting of 4 billion ONE, generated through two empty block accounting transactions that produced 1 billion and 3 billion ONE respectively, of which 2.8 billion ONE were subsequently transferred to other attacker addresses.The team has fixed the cross-shard receipt verification and pre-staking committee quorum verification vulnerabilities and deployed Mainnet v2026.1.1. Bridge services have been suspended, and Harmony Protocol is coordinating with validators, trading platforms, and LayerZero to freeze related funds, preparing to roll back the network to block 92,730,034 before the attack occurred. Currently, Shard 0 has been paused at block 92,753,555, and the official RPC may return a 502 error as a result.

According to monitoring by Catcher Predict, in the event "Clacton By-Election: Farage's Vote Share" on the prediction market Polymarket, the "Yes" option in the sub-market "Farage 60--70%" has experienced significant fluctuations in winning probability, soaring from 28.85% an hour ago to the current 67.75% (a fluctuation of 38.9%). Please note the impact of related breaking news.

According to Cointelegraph, asset management company VanEck stated that Bitcoin is approaching the cycle bottom, which may mean that investors should start to gradually rebuild their positions.

According to DIGITIMES, NVIDIA's next-generation AI platform Feynman aims for mass production in the second half of 2028, utilizing TSMC's A16 process and incorporating SoIC 3D stacking and CPO technology. The Rubin generation focuses on integrating multiple small chips with HBM, while Feynman further develops towards 3D small chips, SoIC, and CPO. The report indicates that TSMC is accelerating the construction of related production capacity, with the original plan for SoIC monthly capacity to reach 20,000 pieces by the end of 2026, now updated to a target of 50,000 pieces by the end of 2027.The construction progress of TSMC's Chiayi AP7 and Tainan AP8 is also accelerating, with AP7 planned in 8 phases. P1 and P2 have entered installation, P3 and P4 have obtained construction permits, and P5 to P8 are still in planning. In addition to mass-producing Apple-specific WMCM, the factory will configure SoIC, CoPoS, and CPO production lines according to customer demand. NVIDIA has rapidly shifted its R&D and supply chain resources to the Feynman platform, and the spillover effect of TSMC's advanced packaging orders continues to expand, with Siliconware becoming the main testing and packaging factory for NVIDIA's CoWoS and CPO orders. The NVLink interconnect bandwidth of NVIDIA's Feynman platform is expected to exceed 1 PB/s, further improving from Rubin Ultra's 520 TB/s. TSMC's COUPE technology integrates EIC and PIC in 3D through SoIC to form a light engine, advancing optoelectronic conversion from traditional circuit boards to the internal packaging structure. Since 2026, NVIDIA has invested over $40 billion in building the AI ecosystem, covering areas such as models, wafer manufacturing, data centers, and optical communications.

Metaplanet CEO Simon Gerovich stated that the company has launched a new bond issuance program called BitBonds and has completed its first issuance.This issuance, through its wholly-owned subsidiary Metaplanet Securities, involves the issuance of Series 21 to 24 unsecured ordinary bonds under Japan's small-scale private placement system, raising a total of approximately 200 million yen. The scale is pilot in nature, aimed at establishing a framework for subsequent bond issuance, distribution, and management.

On the evening of August 14, the U.S. Securities and Exchange Commission (SEC) announced that the "Regulation Crypto" rule proposal meeting originally scheduled for August 15 was canceled due to "unforeseen scheduling issues," and a new meeting date has not yet been announced. This rule is seen as the SEC's first significant rule-making attempt in the digital asset space, expected to provide a limited exemption framework for crypto securities issuance, allowing issuers to advance projects without triggering full registration requirements, and potentially allowing for a gradual exit from SEC oversight in later stages.SEC Chairman Paul Atkins had previously identified this rule-making as one of the core components of the digital asset regulatory agenda. The industry had also anticipated that the SEC would simultaneously advance the "tokenized securities innovation exemption," but this matter is also facing delays. Meanwhile, the legislative process for the Senate's "Digital Asset Market Clarity Act" remains unresolved, with negotiations between both parties and the White House yet to reach a consensus on crossing the 60-vote threshold. The two regulatory paths for the crypto industry, administrative rule-making and legislative advancement, are currently at a standstill.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "National Bank Open: Ben Shelton vs. Brandon Nakashima," the "over" option for the sub-market "National Bank Open: Ben Shelton vs. Brandon Nakashima Total Games in the Second Set Greater than 10.5" has experienced significant fluctuations in winning probability, soaring from 27% an hour ago to the current 42.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.

According to Onchain Lens monitoring, a certain whale went long on 200.8 BTC with 40x leverage on Hyperliquid 1 hour ago, worth approximately $12.75 million, with a liquidation price of $55,380.The trader has made a profit of $1.95 million in the past 30 days.

According to Onchain Lens monitoring, a certain whale transferred 546.8 bitcoins to Galaxy Digital for over-the-counter sale, worth approximately 34.7 million dollars.

According to monitoring by Bitcoin News, new research published by @PraveenPerera shows that Coldcard attackers seem to first identify addresses with vulnerabilities, then sort them by the amount of Bitcoin held, starting to transfer in batches from the addresses with the highest holdings. The transfer software used was relatively crude.One address had 225 spendable UTXOs, and the attackers extracted exactly the latest 200, leaving the earliest 25, which included a UTXO worth 0.16 BTC. This aligns perfectly with the limitation of a blockchain API investigated by researchers, which defaults to returning 200 records, indicating that the attackers may have failed to load the next page of data. The software even spent a UTXO of 294 satoshis, reportedly increasing the transaction fee by about 2040 satoshis, with the spent amount significantly higher than the value of the UTXO itself.The authors of the study believe that the builders of this tool may have a better understanding of the account balance system than of the Bitcoin UTXO model. Although the attackers seem to have obtained the complete seed of the victims, at least 75 BTC still remain in other addresses derived from the same seed. The biggest suspicion currently is that among the 153 stolen addresses, there are still 132.95 BTC, and researchers have been unable to reproduce the seed behind these addresses, so it cannot be ruled out that the attackers obtained undisclosed private device data or candidate data.

According to Catcher Predict monitoring, in the Polymarket event "Boston Red Sox vs. Toronto Blue Jays," the "Overtime" sub-market's "Yes" option probability has experienced a sharp fluctuation, soaring from 14.5% an hour ago to the current 50% (a fluctuation of 35.5%). Please note the impact of related breaking news.

According to Binance spot market data, the market has experienced significant fluctuations. PROM has dropped 10.93% in 24 hours, while LINK has risen 9.16% and reached a new high for the week.In addition, AIXBT, EDEN, and NBISB have all shown a "high pullback" status, with 24-hour declines of 8.38%, 5.16%, and 7.69%, respectively. NXPC has reached a new low for the week, with a decline of 25.07%.At the same time, EPIC has shown a "bottoming rebound" status, with a 24-hour increase of 7.95%.

According to monitoring by Catcher Predict, in the event "Clacton By-Election: Farage's Vote Share" on the prediction market Polymarket, the "Yes" option in the sub-market "Farage 80%+" has experienced significant fluctuations in winning probability, plummeting from 48.5% an hour ago to the current 30.5% (a fluctuation of 18%). Please note the impact of related breaking news.