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According to Jinshi reports, as the conflicts in Iran and Ukraine continue to deplete U.S. military weapon stockpiles, the U.S. Department of Defense has committed to paying nearly $100 billion to arms contractors in hopes of accelerating the production of "Patriot" and "THAAD" interceptors. In addition, the Pentagon has ordered 14 nuclear submarines, with a total contract amount of $76.6 billion.On July 29 local time, it was reported that there were changes in the Pentagon's transactions with arms contractors regarding "Patriot" interceptors, with the contract changing from a $4.7 billion one-year contract signed in April this year to a draft agreement totaling $58.6 billion over seven years, while a preliminary agreement for a $35 billion order of "THAAD" interceptors over seven years was also finalized.

According to Jinshi reports, on July 24, the Central Committee of the Communist Party of China held a symposium for non-party figures at Zhongnanhai to listen to the opinions and suggestions of leaders from various democratic parties, the All-China Federation of Industry and Commerce, and representatives of non-partisan individuals. Xi Jinping presided over the meeting and delivered an important speech, emphasizing the need to adhere to the general principle of seeking progress while maintaining stability, promote the continuous development of the economy towards new, better, and good directions, implement an active fiscal policy and a moderately loose monetary policy, enhance development momentum, and ensure and improve people's livelihoods.

According to token unlock data from the Crypto asset data platform RootData, MYX Finance (MYX) will unlock approximately 18.06 million tokens at 0:00 on August 6, Beijing time, worth about 1.2 million USD.

According to Lookonchain monitoring, the Lazarus Group hackers transferred 121.5 BTC ($7.74 million) one hour ago.

According to official news, Japanese gaming giant Gumi, through its subsidiary gC Labs, will launch the "SBI Crypto Fund I" cryptocurrency investment fund in collaboration with SBI Financial Services on August 1. The fund has a scale of approximately 3 billion yen (about 18.3 million USD), with a duration of three years, adopting a private placement structure, and several institutions including Daiwa Securities Group are participating in the investment.The fund will primarily invest in Bitcoin and mainstream altcoins, utilizing a combination of staking, rebalancing, and hedging strategies. The fund aims to serve as a bridge between the cryptocurrency asset market and Japanese enterprises, accumulating performance for the future development of financial products such as cryptocurrency ETFs. Currently, Japan has not yet approved cryptocurrency ETFs, and the launch of this fund is seen as an attempt to integrate traditional finance with digital assets.

According to exclusive reports from Titanium Media, ByteDance released an internal email on July 30, announcing the integration of the Feishu product team and the Doubao product team to form a new Doubao product team, which will be unified under the leadership of Doubao head Zhao Qi, while Feishu head Xie Xin will report to Zhao Qi. In terms of the GTM system, the Feishu GTM team will integrate with the Volcano Engine team to establish a new ToB GTM organization called the "Creativity Service Platform," which will be responsible for the marketing, sales, and customer service of ByteDance's MaaS and SaaS cloud services, led by Volcano Engine head Tan Dai, with Feishu sales head Lin Chan and Feishu strategy and marketing head Shi Zhijun reporting to Tan Dai.This integration is the largest adjustment to ByteDance's ToB business since it implemented business segmentation in 2021. After the reorganization, Feishu's products and services will remain unchanged, and Feishu will collaborate more deeply with Doubao on productivity scenarios. The Doubao enterprise version, developed with deep involvement from the Feishu product team, has already begun internal testing among some Feishu clients. Feishu currently covers over 10 million enterprise users, and this integration will further enhance the integrated collaborative capabilities of the ToB business.

Castle Labs released a report stating that since the beginning of the year, crypto protocols have generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the fundamentals of the protocols. The report analyzes six protocols, including Aave, Hyperliquid, PumpFun, and Uniswap, finding that they collectively generated about $726 million in revenue in the first half of 2026. However, after accounting for token issuance, unlocks, and incentives, the net value inflow for token holders turned negative for some projects.The report points out that Hyperliquid has burned over 47 million HYPE tokens, and PUMP has completed over $315 million in buybacks, yet the token is still down about 60% from its issuance price. Protocol revenue does not necessarily translate into token value, and investors should also pay attention to factors such as value return mechanisms, token unlock pressure, and equity structure.

According to DigitalAsset, South Korean Deputy Prime Minister and Minister of Economy and Finance Koo Yun-cheol stated at a plenary meeting of the National Assembly's Finance and Economy Planning Committee that the taxation of digital assets will be implemented as planned on January 1, 2027, and the system may be supplemented and improved if necessary thereafter.According to the current income tax law, the portion of income from digital asset transactions exceeding 2.5 million won will be subject to a 20% tax rate (including local taxes up to 22%). The implementation was originally scheduled for 2022 but has been postponed three times due to insufficient infrastructure. In response to concerns raised by People Power Party member Kim Sang-hoon regarding the non-application of loss carryforward deductions potentially leading to a decline in domestic demand and capital outflow, Koo stated that stock investments also do not allow for loss carryforwards, and the taxation can be reviewed and improved at any time. Regarding the introduction of a capital gains tax similar to that in overseas markets, Koo mentioned that a comprehensive and systematic consideration of the overall capital market is necessary.

Samsung Electronics released its Q2 2026 financial report, with revenue of 171.5 trillion Korean won (approximately $118.8 billion), a year-on-year increase of 130%, and a quarter-on-quarter increase of 28%, setting a new record for a single quarter; operating profit was 89.5 trillion Korean won (approximately $62 billion), a year-on-year increase of 1813.8%, and a quarter-on-quarter increase of 56.4%, exceeding market expectations by about 5%; net profit was 71.62 trillion Korean won (approximately $49.6 billion), a staggering year-on-year increase of 1299.9%. Earnings per share were 10,849 won, a year-on-year increase of 52%.The Device Solutions (DS) division reported revenue of 127.5 trillion Korean won, with operating profit of 89.2 trillion Korean won, a quarter-on-quarter increase of 56%, driven by demand for AI server memory, with both revenue and profit reaching historical highs. HBM4 has been mass-produced and shipped, and HBM4E samples have been delivered to major customers. The Device Experience (DX) division saw a quarter-on-quarter revenue decline of 9%, with the MX business affected by component cost pressures, reporting revenue of 33.2 trillion Korean won and an operating loss of 0.7 trillion Korean won.Samsung expects strong demand for server DRAM, eSSD, and HBM to continue in the second half of the year, with a tight market supply situation persisting, although demand in the mobile and PC sectors may see some slowdown. The company plans to expand sales of high-value-added products such as HBM4, DDR5, and SOCAMM2, and to mass-produce new mobile products using the second-generation 2nm process, aiming for double-digit revenue growth in its foundry business.

According to Jinshi reports, Samsung Electronics' semiconductor division reported that its profits have increased by more than 250 times due to the reliance of artificial intelligence on memory. The division's operating profit for the second quarter was 89.2 trillion won (approximately 62 billion USD), exceeding analysts' average expectation of 79.3 trillion won.The group's overall net profit was 71.3 trillion won, also surpassing market expectations.

According to Jinshi reports, the Polish armed forces stated that due to Russia's airstrikes on Ukraine, Poland has deployed fighter jets for protective reasons.

Meta released its Q2 2026 financial report, with revenue of $60.8 billion, a year-on-year increase of 28%, slightly above the market expectation of $60.3 billion; net profit of $15.85 billion, a year-on-year decrease of 14%; earnings per share of $6.18, a year-on-year decrease of 13%. Advertising revenue was $59.36 billion, a year-on-year increase of 27%, with ad impressions increasing by 14% and average price rising by 12%. Operating profit decreased by 8% year-on-year to $18.78 billion, and the operating profit margin fell from 43% to 31%. Total costs and expenses surged by 55% year-on-year to $42 billion, which includes $2.4 billion in legal litigation expenses and $1.18 billion in layoff costs.The revenue guidance for Q3 is $61 billion to $64 billion, with a midpoint of $62.5 billion, below the market expectation of $63.2 billion. The full-year capital expenditure guidance has been adjusted from $125 billion to $145 billion to $130 billion to $145 billion. Free cash flow was only $784 million, significantly shrinking year-on-year, reaching a nearly four-year low. Meta also narrowed its full-year expense guidance for 2026 to $165 billion to $169 billion, maintaining the expectation of "operating profit above 2025." Zuckerberg stated, "AI is accelerating our core business, and the results are beginning to show." After the financial report was released, Meta's after-hours stock price briefly fell over 10%.

According to Jinshi reports, CME's "Fed Watch" shows that the probability of the Federal Reserve maintaining interest rates unchanged until September is 36.8%, the probability of a cumulative rate hike of 25 basis points is 63.2%, and the probability of a cumulative rate hike of 50 basis points is 0% (before the Federal Reserve's decision, these were 17.8%, 60.2%, and 22% respectively).By October, the probability of maintaining interest rates unchanged is 26.2%, the probability of a cumulative rate hike of 25 basis points is 55.6%, the probability of a cumulative rate hike of 50 basis points is 18.2%, and the probability of a cumulative rate hike of 75 basis points is 0% (before the Federal Reserve's decision, these were 11.9%, 46.1%, 34.7%, and 7.3% respectively).

According to Jinshi reports, the CEO of Meta Platforms stated that Meta is developing a new personal assistant, which will serve as the foundation for the next wave of products.

The Hawkins County Commissioners in Tennessee, USA, passed a ban with 12 votes in favor and 0 votes against, prohibiting the establishment, construction, installation, expansion, and operation of cryptocurrency mining facilities and data centers in the county's unincorporated areas.The commission had previously passed a similar ban in September 2025 to prevent the digital asset company ExoticRidge from conducting mining operations locally, and in January confirmed its related authority through a resolution. ExoticRidge proposed a settlement with Hawkins County officials in January, allowing the company to build and operate facilities under noise restrictions. The proposed terms require that the A-weighted decibel noise at the property boundary must not exceed 80 decibels for more than 30 minutes within any 4-hour period.A law signed in Tennessee in April has stipulated that, starting July 1, the use and installation of cryptocurrency ATMs and kiosks will be illegal, with the restrictions aimed at incidents of residents transferring money to scammers using the devices.

According to Jinshi reports, Microsoft recorded a $3.2 billion gain in the fourth fiscal quarter due to its investment in Anthropic, combined with expenses related to the voluntary departure plan being lower than expected, resulting in a positive impact of 27 cents on earnings per share (EPS).

According to monitoring by Catcher Predict, in the market prediction event "Arizona Diamondbacks vs. Pittsburgh Pirates" on Polymarket, the "Yes" option's win probability in the sub-market "Overtime" has experienced significant fluctuations, soaring from 9.5% an hour ago to the current 50% (a fluctuation of 40.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the Polymarket event "Baltimore Orioles vs. Detroit Tigers," the sub-market "Spread -1.5" option for "Detroit Tigers" has experienced significant fluctuations in winning probability, soaring from 44.5% an hour ago to the current 95.05% (a fluctuation of 50.55%). Please note the impact of relevant breaking news.

According to Jinshi reports, the Federal Reserve FOMC statement indicated that productivity growth and capital investment performed strongly.