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According to monitoring by Catcher Predict, in the event "LoL: Movistar KOI vs GIANTX - LEC Regular Season" on the prediction market Polymarket, the "Yes" option for the sub-market "Both teams kill a dragon" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the Polymarket event "Athletics vs. Boston Red Sox," the "Yes" option in the sub-market "NRFI" has experienced significant fluctuations in winning probability, soaring from 47% an hour ago to the current 67.5% (a fluctuation of 20.5%). Please note the impact of related breaking news.

On July 17, French Foreign Minister Jean-Noël Barrot submitted Bill No. 921 to the Senate, proposing to incorporate the Crypto Asset Reporting Framework (CARF) established by the Organisation for Economic Co-operation and Development (OECD) into French law and to automatically exchange encrypted data with 48 countries that have signed related agreements.The exchanged information includes specific transactions, user names, addresses, tax identification numbers, places of residence, and the cumulative transaction value during the reporting period. EU member states have prepared to conduct relevant data exchanges based on the DAC-8 directive, which will take effect on September 30, 2027. After the bill is approved, the French government will accelerate the collection of encrypted data. A Chainalysis report indicates that by 2026, France had recorded 30 publicly known violent robberies of crypto assets; the report states that a tax official in the Paris region is suspected of selling data on high-net-worth crypto holders.

JUST released the GasFree July data report. As a tool to simplify the transfer experience in the TRON ecosystem, GasFree allows users to pay transaction fees directly with USDT in their wallets, enjoying smooth on-chain transfer services without any extra steps.In July, the platform completed 784,000 GasFree transactions, with a total monthly transfer amount reaching 13.42 billion USD, and the cumulative number of users has surpassed 399,000. The continuous growth in real usage scenarios confirms the value of GasFree in lowering the threshold for on-chain operations. In the future, GasFree will continue to focus on convenient transfer services, allowing more users to enjoy a seamless experience.

ECX developer Paul Sztorc announced that the ECX hard fork will be launched in three phases, rather than the originally scheduled single release on August 23. ECX is a new blockchain that replicates the complete transaction history of Bitcoin at a specified block height. Almost all Bitcoin holders, except for Satoshi Nakamoto's portion of Bitcoin, will receive an equivalent amount of ECX, and the Bitcoin network itself will not change.The first Alpha version will be activated on August 23 at block height 963648, the Beta version will go live on September 20 at block height 967680, and the permanent complete version is scheduled for release on October 31 at block height 973728. Tokens collected during the Alpha and Beta phases can be destroyed and exchanged for official ECX once the permanent chain is launched. The replay protection for ECX remains an optional mechanism; the official wallet will enable this protection and remind users before executing transactions. Paul Sztorc stated that if users ignore the reminder, ECX will replay their Bitcoin transactions, causing the related Bitcoins to follow the user out and transfer to new holders; October 31 also marks the 18th anniversary of Satoshi Nakamoto's publication of the Bitcoin white paper.

According to TheDataNerd monitoring, recently a whale with a 40x leverage short position of 102 million dollars in Bitcoin faced partial liquidation, with a loss of 1.46 million dollars in the past week.Currently, the margin call has reduced the short position to approximately 60,000,000 dollars, with an opening price of 64,212.5 dollars and a liquidation price of 65,310.2 dollars.

Berkshire Hathaway today released its Q2 2026 financial report, with the most market attention focused on the cash reserves dropping to $36.551 billion in the second quarter, down from about $39.74 billion in the first quarter. This marks the end of Berkshire's 14 consecutive quarters of net selling, turning into a significant net buying for the first time since the fourth quarter of 2022.In the financial report, Berkshire's net stock purchases in the second quarter were nearly $20 billion, including about $10 billion in a private placement from Google's parent company Alphabet to support investments such as its AI data centers. Approximately $6.8 billion was spent to acquire homebuilder Taylor Morrison, which was a complete acquisition and not entirely a public market stock transaction. About $4.5 billion was used to repurchase its own shares. After deducting the above major items, there remains about $3 billion of "unexplained" net purchases of public market equities, with specific stocks to be disclosed in the 13F filing around August 14. Currently, Alphabet officially enters Berkshire's top five holdings, alongside American Express, Apple, Bank of America, and Coca-Cola, with the top five holdings accounting for about 66% of the stock portfolio.Buffett previously stated that the long net selling period was mainly due to high market valuations, making it difficult to find sufficiently attractive opportunities. This shift is seen as a clear signal of more aggressive capital allocation under Abel's leadership as CEO, with Berkshire moving from "patient waiting" to "starting to act."

According to Decrypt, Robinhood's head of cryptocurrency business, Johann Kerbrat, stated in an interview that Robinhood Chain has performed strongly in its first month. He pointed out that the chain is positioned to balance traditional financial products (tokenized stocks, derivatives) with meme coins—this is exactly what CEO Vlad Tenev expressed in his "two wolves" post. One month after its launch, Robinhood Chain's total value locked (TVL) has approached $800 million, processing over 200 million transactions.Kerbrat stated that the choice of Ethereum Layer-2 was to concentrate resources on product development while relying on existing security and decentralization. Robinhood's ultimate goal is to reach users who have never used cryptocurrency, rather than competing for existing users with other chains. "If we can see tens of millions of customers trying to use this chain, that would be a huge success for us."

Galaxy Research stated that Ethereum and Solana are re-evaluating their token issuance mechanisms, with the core issue being how to balance the token budget required for network security with long-term supply pressure. Adjusting the inflation rate may have an impact.

According to the Korea Economic Daily, SK Hynix is preparing a shareholder return plan that includes stock buybacks and cash dividends, with a total scale expected to be about 100 trillion won (approximately 71 billion USD).Among them, the stock buyback scale is expected to reach 40 trillion won (approximately 28.4 billion USD), accounting for more than 2% of the company's total issued shares. This scale is close to the proportion of new shares issued for the American Depositary Receipts (ADR) listing previously by SK Hynix.Compared to last year's shareholder return scale of about 14.3 trillion won (including about 2.1 trillion won in cash dividends and about 12.2 trillion won in stock cancellations), this plan's scale has increased by about 7 times.Behind SK Hynix's large-scale return plan is its leading position in the AI infrastructure core storage HBM (High Bandwidth Memory) market. The company expects revenue of about 345.6 trillion won this year, with operating profit of about 266.4 trillion won, representing year-on-year growth of approximately 256% and 464%, respectively.Previously, SK Hynix stated in its earnings call that HBM4 shipments will officially ramp up in the second half of the year, while advanced process DRAM shipments will also increase, with overall shipments expected to be higher than in the first half.Market institutions believe that as the demand for AI computing power continues to grow, SK Hynix's improved profitability may drive a recovery in the company's valuation. HSBC previously pointed out that the market's pricing of SK Hynix's profit cycle has been relatively pessimistic, and this shareholder return plan may become one of the important factors for valuation improvement.

According to SlowMist monitoring, the decentralized exchange Atomic protocol was attacked due to a signature replay vulnerability, resulting in a loss of approximately 29,984 USDC.The vulnerability originated from contract 0xa806010f, which lacked binding of position ID, position manager, caller, nonce, deadline, and chain ID in the signature hash, allowing the same manager's signature to be replayed on 21 different position IDs, executing unauthorized full LP destruction under flash loan price manipulation, and without TWAP or slippage checks.

According to Coinglass data, if ETH breaks through $2,013, the cumulative short liquidation intensity on mainstream CEX will reach $627 million. Conversely, if ETH falls below $1,829, the cumulative long liquidation intensity on mainstream CEX will reach $575 million.

According to Arkham monitoring, Morgan Stanley has once again "bought the dip," investing $15.05 million through its spot Bitcoin exchange-traded fund MSBT to increase its holdings by approximately 232.548 BTC. As of now, its total Bitcoin holdings have surpassed 6,500 for the first time, currently reaching 6,563, valued at over $426 million.

According to Binance spot data, the market has experienced significant fluctuations. BICO has risen by 39% in 24 hours and has reached a bottom-rebound state.At the same time, PYR has fallen by 16.48% in 24 hours, showing a "high pullback" state. Other tokens such as AVA, PIVX, VANRY, XAI, ACX, and COOKIE have also shown a "high pullback" state, with declines ranging from 6.25% to 16.75%.In addition, CTSI and HEI have increased by 7.92% and 11.14%, respectively, both reaching a bottom-rebound state.

According to Shield's monitoring, the wallet address marked as the attacker of the Aztec Network Private Rollup Bridge has deposited 300 ETH into Tornado Cash again, worth approximately $572,000. So far, the attacker has transferred a total of 500 ETH to Tornado Cash.Previously, Aztec Network suffered a security attack in June 2026, resulting in a loss of approximately $2.165 million in crypto assets. This transfer of funds may further complicate the tracking of the stolen assets.

According to Bloomberg, former OpenAI researcher Leopold Aschenbrenner's AI fund Situational Awareness has splurged $400 million this week to support a private company, which is the semiconductor manufacturing startup Source Foundry. It is reported that VC giant Sequoia Capital has also provided support for this startup. So far, representatives from Situational Awareness and Source Foundry have not responded to requests for comments, while Sequoia Capital has declined to confirm the hedge fund's investment situation.It is reported that Source Foundry is dedicated to developing a semiconductor manufacturing process that is simpler, cheaper, and faster than existing methods, aiming to bridge the widening gap between the demand for AI computing power and the capacity expansion of chip manufacturing. Analysts believe that Leopold Aschenbrenner's large-scale investment reflects the ongoing strong demand in the market for new chip manufacturing technologies, as AI developers' demand for computing power is increasing day by day. However, this investment also reveals that Situational Awareness has formed a highly concentrated risk exposure before facing significant financial pressure due to severe fluctuations in its publicly held technology positions.

"1011 Insider Whale" agent Garrett Jin released a weekly analysis stating that he previously suggested gradually positioning in storage chips and buying on dips, but the market did not experience the expected pullback. He has sold half of the previously rebounded positions during the surge, not because the investment logic has changed, but because he noticed the funding structure driving the rise, stating, "This is more like a short squeeze rather than a final confirmation of the market fundamentals." Rapid capital replenishment of short positions can create short-term increases in stocks like SK Hynix, but cannot solely support a sustained trend. The risks of Korean leveraged ETFs have not been fully released, but the decline in asset scale mainly comes from net value shrinkage rather than investor exit. Currently, the cumulative net subscription of related financial products remains at historical highs and has not turned negative.Garrett Jin emphasized that the decline in the scale of Korean leveraged ETFs does not indicate a bearish outlook on storage demand. SK Hynix's 2026 capacity is already sold out, and Micron's orders are covered until 2028, with strong demand expected to continue until the second half of 2027. However, the storage industry is essentially a cyclical industry, and stock prices have already risen by hundreds of percentage points in advance. Cyclical stocks are usually difficult to sustain long-term growth through valuation expansion. The current market is entering a new phase of the AI capital expenditure cycle, shifting from "rewarding investment" to "evaluating investment returns." Regarding Bitcoin, Garrett Jin stated that it continues to meet the bottoming conditions since the low in July and maintains the position view established around $60,000.

Reuters reported on the 7th, citing a U.S. official, that negotiations between Iran and Oman regarding the Strait of Hormuz have "made progress" and that an agreement is "expected to be reached soon." The official stated that once the agreement is reached, commercial shipping in the Strait of Hormuz will resume, and the U.S. will lift its maritime blockade on Iran. The official also reiterated that U.S. actions will continue to be based on the actual situation of Iran fulfilling its commitments.

The latest software version 3.3.0 of the XRP Ledger (XRPL) introduces multiple upgrade proposals, among which the "Confidential Transfers" feature aims to provide higher privacy protection for institutional users, supporting the encryption of token balances and transfer amounts while maintaining visibility of account and token types. This feature is primarily targeted at Multi-Purpose Tokens (MPT) on the XRPL, with application scenarios including tokenized financial assets such as funds and bonds. Through cryptographic technologies like zero-knowledge proofs, the network can verify the validity of transactions without disclosing specific amounts.According to market news, the XRPL currently has approximately $1.38 billion in on-chain real-world assets (RWA), including about $845.7 million in RLUSD. In addition to RLUSD, there are over $530 million in tokenized assets on the XRPL, involving issuers such as Ondo, VERT Capital, Archax, and Société Générale. Besides Confidential Transfers, the XRPL 3.3.0 version also includes five proposals: Batch, Sponsor, Permission Delegation, and Dynamic MPT, which address institutional needs for batch transactions, fee payment, permission management, and dynamic adjustment of token attributes. However, these upgrades have not yet been officially launched and will need to gain over 80% support from trusted validation nodes on the XRPL for two consecutive weeks before activation. The market is paying attention to whether institutions like Aviva and Ondo, which have issued assets on the XRPL, will adopt this privacy feature.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 31, up 1 point from yesterday. The average over the past 7 days is 28, and the average over the past 30 days is 27.