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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.

This week, the American ETF management firm Roundhill made significant adjustments to its DRAM-themed fund. In addition to previously reported inclusion of CXMT (Changxin Technology) in its holdings with a weight of 2.52%, it also reduced its position in Samsung Electronics.From Monday to Wednesday, the Roundhill DRAM-themed fund sold approximately 1 million shares of Samsung Electronics each day, totaling 3 million shares over three days, worth about $432 million.The top three holdings of the Roundhill DRAM-themed fund are currently Samsung Electronics, Micron Technology, and SK Hynix, with weights of 26.39%, 24.54%, and 22.77%, respectively. Other major holdings include Seagate Technology, Western Digital, SanDisk, Kioxia, Nanya Technology, and Zhaoyi Innovation.

According to Coinglass data, the Coinbase Bitcoin premium index has been in a negative premium range for 76 consecutive days (from May 19 to present), with the latest value at -0.1012%. Previously, this index was in a negative premium for 40 consecutive days from January 16 to February 24 this year, setting the longest "continuous negative" record since the indicator was launched, surpassing the approximately 30 days of continuous negative premium during the "1011 crash" period.Historical data shows that long-term negative premiums are often accompanied by the exit of institutional funds from the United States, and caution is needed regarding short-term pullback pressure.

Galaxy Research Research Director Alex Thorn stated that the attack targeting Coldcard wallet address generation is still ongoing. They are currently continuing to collect victim information and adding new victim addresses and attacker addresses to the investigation database.If users are still using affected Coldcard single-signature addresses, they should immediately migrate their funds. According to current investigation results, all single-signature Coldcard addresses generated after the firmware upgrade in March 2021 may ultimately be emptied by attackers; it is just a matter of time.According to Galaxy Research's analysis, the first three confirmed rounds of attacks exhibit highly programmatic characteristics, with similar attack transaction patterns. A large amount of stolen Bitcoin remains in the attackers' addresses and has not yet been transferred.At the same time, some new opportunistic attackers are emerging, transferring and laundering funds through methods such as stripping the funding chain, cross-chain services (like ThorChain), and overseas betting platforms.Additionally, Alex Thorn mentioned the limitations of AI tools in security investigations. Some large language models in the United States have restricted researchers' ability to track stolen funds, and the team has even had to turn to Chinese open-source AI models to assist in protecting user assets and conducting on-chain tracking.He finds this phenomenon "incredible" and plans to promote discussions on related issues at the government and industry levels. Alex Thorn concluded by stating that a large amount of stolen funds remains stagnant, and the team is continuously tracking relevant addresses, having shared information with relevant U.S. agencies and industry partners. He calls on the Bitcoin community to learn from this incident, strengthen self-custody security education, and raise awareness of wallet complexity.

According to Jinshi reports, CITIC Securities stated that after missing this round of interest rate hikes, regardless of whether the Federal Reserve raises rates in September, U.S. stock valuations are under pressure in the short term. However, in the medium to long term, the implementation of interest rate hikes is expected to relieve valuation pressure, combined with the positive orientation of the "Productivity and Employment Working Group" towards AI, the narrative of AI in U.S. stocks is expected to continue in the long term.Interest rate-sensitive sectors, high valuation low growth segments, and small-cap stocks are under pressure, and the market is focused on the Jackson Hole conference at the end of August or the September interest rate meeting.

The State Administration of Foreign Exchange held a video conference for the exchange of foreign exchange management work in the second half of 2026, deploying key tasks for foreign exchange management in the second half of 2026.It pointed out the need to strengthen and improve regulation in the foreign exchange sector. Promote the revision of the "Foreign Exchange Management Regulations." Enhance the capacity and level of foreign exchange regulation, utilizing new technologies such as artificial intelligence and big data to empower foreign exchange regulation, strengthen the supervision of foreign exchange market trading behaviors, and crack down on illegal cross-border financial activities. Strengthen the capacity building for the management of foreign exchange reserves and improve the professional level of foreign exchange reserve management. Overall, enhance the level of foreign exchange management work. Promote the construction of the international balance of payments statistical system, deepen the construction of "digital foreign exchange management" and "secure foreign exchange management," and accelerate the exploration and practice of "smart foreign exchange management" application scenarios.

According to Daum, the South Korean stock market has recently experienced increased volatility, with investors' risk appetite significantly cooling, and funds are flowing back from the stock market to safer assets such as banks. Due to adjustments in the semiconductor sector and stricter regulations on leveraged investments, the funds waiting to be invested in the South Korean stock market are rapidly withdrawing, leading to a phenomenon of "reverse capital migration."Data shows that by the end of July, the balance of time deposits at the five major banks in South Korea (KB Kookmin, Shinhan, Hana, Woori, NH Nonghyup) reached 973.49 trillion won, an increase of 24.09 trillion won compared to the end of the previous month, marking the largest monthly increase this year.There has also been a noticeable contraction in funds around the stock market. Data from the Korea Financial Investment Association shows that the deposits in investors' securities accounts (funds waiting to be invested in stock trading) reached a historical high of 139.69 trillion won on June 4, but had fallen to 107.20 trillion won by July 28, a decrease of over 32 trillion won in less than two months. The balance of credit trading financing, which represents the scale of market financing transactions, also dropped to 33.19 trillion won during the same period, down approximately 4.5 trillion won from the peak of 37.72 trillion won recorded on July 2, a decrease of about 12%.

According to CNBC, the combined market value change of 6 U.S. tech giants that have released earnings reports this week is close to $2 trillion, as investors are selecting winners based on cloud business growth and AI capital expenditure returns.The combined market value of Alphabet, Amazon, and Microsoft increased by nearly $1.5 trillion, with Microsoft increasing by over $600 billion, and both Amazon and Alphabet increasing by over $400 billion.Meanwhile, Apple's market value evaporated by over $350 billion, Meta decreased by about $85 billion, and Tesla decreased by about $7 billion. Although Apple exceeded expectations in revenue, profit, and iPhone sales, it expects revenue growth of 9% to 11% this quarter, below analysts' expectations of 12%, and stated that shortages of memory chips and competition for wafer production capacity will continue to limit supply, causing its stock price to drop by over 7% on Friday.Amazon's AWS revenue in the second quarter grew by 37% year-on-year, marking the fastest growth rate since 2021, which drove its stock price up by over 15% on Friday. The company also raised its capital expenditure forecast for 2026 from $200 billion to $220 billion. Microsoft rose 15% on Thursday, while Meta fell 8%, indicating a clear divergence in the market's judgment on the AI investment returns of the two companies.Jefferies stated that the AI spending of tech giants is approaching $800 billion over the next 12 months. The current market debate is no longer whether there is real demand for AI, but whether long-term profits can support such large-scale investments.

According to Onchain Lens monitoring, ALT5 Sigma, a treasury company associated with World Liberty Financial supported by the Trump family, transferred 1.815 billion WLFI to a new address, worth approximately 99.77 million USD.The company currently still holds 5.09 billion WLFI, worth approximately 282.18 million USD.

Samsung Electronics and SK Hynix are accelerating their layout of HBM and next-generation storage technologies to maintain their leading advantage. Samsung Electronics stated that its R&D investment reached a record 16 trillion won (approximately 11.6 billion USD) in the second quarter and plans to expand its layout of high-end storage products such as HBM4, HBM4E, and DDR5.SK Hynix is developing next-generation technologies such as HBM5, hybrid bonding, and iHBM, with capital expenditures expected to reach 40 trillion won (approximately 32.6 billion USD) this year.

According to Forbes, Vaulted CEO David McAlvany stated that he believes Bitcoin could disappear within the next four years due to quantum computing. He mentioned that once quantum computers can quickly solve the mathematical problems protecting Bitcoin private keys, "that will be the end of Bitcoin."However, McAlvany later admitted that he cannot determine whether the relevant breakthrough will occur in four years, five years, or two months. As of mid-2026, there are no quantum computers capable of cracking Bitcoin's encryption algorithms. His viewpoint is mainly based on concerns about the future development speed of quantum computing, rather than on already occurred security events.Galaxy Digital estimates that approximately 7 million BTC addresses have exposed public keys on-chain, worth about $470 billion; Glassnode's estimate is 6.04 million, accounting for 30.2% of the Bitcoin supply. Exposing public keys does not equate to assets being stolen; only when quantum computers can reverse-engineer private keys from public keys might these addresses face actual theft risks.McAlvany also compared Bitcoin to gold and questioned whether Bitcoin could exist for 5,000 years. He expressed relative confidence that gold will still exist by then, but Bitcoin "might exist, or it might not."Bitcoin developers currently have differing opinions on solutions. BIP-360 proposes to add quantum-resistant address types; BIP-361 plans to phase out support for old-style signatures, with assets that do not migrate in time potentially being permanently frozen, including those believed to belong to Satoshi Nakamoto. Supporters argue that freezing assets is better than allowing quantum attackers to steal and sell them, while critics view it as confiscation.Companies like BOLTS Technologies and American Fortress are also developing cross-chain quantum-resistant solutions. American Fortress completed an $8 million seed round in May and claims its technology can protect assets without requiring users to migrate addresses, but the relevant technical papers have not yet been published, and the design has not undergone public auditing.

According to Onchain Lens monitoring, about 4 hours ago, a Hyperliquid trader's long position of 47,610 BRENTOIL was liquidated, resulting in a loss of approximately $277,600.6 days ago, another BRENTOIL position held by the trader was also liquidated, resulting in a loss of approximately $288,500, with total losses from both liquidations amounting to about $566,100. Their historical cumulative losses are approximately $2.86 million.

According to Onchain Lens monitoring, a newly created wallet withdrew 100 BTC from BitMEX, worth approximately 6.34 million USD;Another wallet associated with the same person received 5.055 BTC, worth approximately 318,500 USD, totaling a withdrawal of 105.055 BTC, worth approximately 6.66 million USD.

Galaxy Research Research Director Alex Thorn tweeted that among a Coldcard attack victim holding nearly 30 BTC, 17 BTC were split and converted to ETH via THORChain, and then deposited into the offshore betting platform Duel.com.Upon tracking, this portion of funds corresponds to approximately 229.72 ETH (worth about $445,000). The victim and the research team have emailed all known addresses of Duel.com, providing all transaction and deposit information and requesting to freeze the funds, but the response stated that the victim should have the police contact them, even though the platform's anti-money laundering policy claims it implements KYC and complies with relevant laws.Thorn stated that this response is unacceptable, and most of the Western regions have passed midnight, meaning the police report cannot be advanced until at least Monday; he believes that if the platform refuses to freeze the funds after receiving notification that they originated from an ongoing cyber attack, it constitutes complicity in theft.Since Duel.com's X account has been banned, Thorn turned to @ several individuals associated with the platform, urging them to push the platform to take the correct actions, and stated that if the funds are not frozen, the platform will face significant legal action.

The Federal Bureau of Investigation (FBI) disclosed that in 2025, the reported losses from cybercrime by the American public approached $21 billion, with 181,565 complaints involving cryptocurrency, totaling losses of over $11 billion.New York Attorney General Letitia James testified before Congress on July 27, stating that the CLARITY Act aims to transfer primary regulatory authority over digital assets to the Commodity Futures Trading Commission (CFTC), which could potentially weaken the ability of states to investigate fraud and hold cryptocurrency companies accountable. James urged cryptocurrency platforms to comply with anti-money laundering, know your customer, cybersecurity, and market monitoring requirements, and to take financial responsibility for preventable fraud. Her office has received nearly three times the number of cryptocurrency fraud complaints in the past three years, with related losses approaching $500 million over the past five years.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 28, an increase of 2 points from yesterday. The average over the past 7 days is 27, and the average over the past 30 days is 25.

According to Coinglass data, if ETH falls below $1,785, the cumulative long liquidation intensity on mainstream CEX will reach $528 million. Conversely, if ETH breaks above $1,959, the cumulative short liquidation intensity on mainstream CEX will reach $411 million.

Roundhill Memory ETF (DRAM) has included CXMT (Changxin Technology) in its holdings, with a weight of 2.52%.The DRAM ETF focuses on memory chip companies. As of August 2, the top three holdings of this ETF are Samsung Electronics, Micron Technology, and SK Hynix, with weights of 26.39%, 24.54%, and 22.77%, respectively. Other major holdings include Seagate Technology, Western Digital, SanDisk, Kioxia, Nanya Technology, and Zhaoyi Innovation.

According to monitoring by Catcher Predict, in the predicted market event "Boston Red Sox vs. Los Angeles Dodgers" on Polymarket, the "Boston Red Sox" option in the sub-market "Boston Red Sox vs. Los Angeles Dodgers" has experienced a dramatic fluctuation in winning probability, soaring from 30.5% an hour ago to the current 70.5% (a fluctuation of 40%). Please note the impact of related breaking news.

According to token unlocking data from the Crypto asset data platform RootData, Avantis (AVNT) will unlock approximately 29.25 million tokens at 14:00 Beijing time on August 9, valued at about 2.43 million USD.