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According to monitoring by the head of Galaxy Research, less than 1 BTC was stolen overnight through a victim's report, identifying a new attack where the attacker transferred 12 BTC from 126 addresses, with the attack footprint marked as "footprint O."

OneBullEx announces the launch of the TradFi perpetual contract position incentive activity, which will take place from August 4th, 18:00 to August 19th, 18:00 (UTC+8), with a total prize pool of 40,000 USDT in contract experience funds.The activity covers TradFi USDT-based perpetual contracts for technology stocks, indices, and gold. After completing registration, users can receive rewards based on their average daily position value, with the applicable reward ratio unlocked collectively by the total average position size of all registered users, with a maximum annualized reward rate of 21%.Of this, 35,000 USDT is allocated for position rewards; an additional 5,000 USDT is for the first order gift for new users. New users who have never completed contract trading on OneBullEx before registration are eligible. The maximum annualized reward rate is calculated based on the maximum 50x leverage supported by the specified contract and the actual margin used, and does not constitute fixed income or income commitment.

According to Jinshi reports, Barclays stated that 85% of the S&P 500 index constituent companies exceeded earnings expectations in the second quarter, far above the long-term average of 76%. Revenue grew by 11.2% year-on-year, and earnings per share surged by 25.1% driven by large tech stocks. Despite the strong performance, Barclays pointed out that both earnings exceeding expectations and falling short triggered negative reactions in stock prices, indicating that investors have digested most of the positive news.

According to a Coinbase announcement, the Coinbase International Exchange will be integrated into Deribit as part of an infrastructure upgrade. The accounts, positions, and balances of institutional clients will be migrated by September 9, 2026, after which Deribit will serve as the unified trading venue for Coinbase's global derivatives business.The announcement states that August 28 will be the last day to exit the migration through closing positions. Clients who do not close their accounts by this date will be considered to have accepted the migration. The migration day is expected to have a downtime of about 30 minutes, and positions will be settled at the marked price before being transferred to new Deribit sub-accounts. After the migration, institutional clients will gain access to the complete options suite on Deribit, and mechanisms such as perpetual contract settlement, funding rates, and APIs will also change accordingly.

The Coldcard hardware wallet attack has expanded to approximately $116 million, with attackers transferring 1,816 BTC from over 5,200 addresses. Galaxy Research confirmed that a fourth wave of transfers has occurred, with this wave alone transferring about 449 BTC after adjustments.Alex Thorn, head of Galaxy Research, stated that the latest activity may be "the fourth round of organized theft," with a transfer rate reaching 13.8 transactions per block, which is about 45 times the baseline level before the incident. Their analysis suggests that the related patterns indicate multiple groups may be scanning the affected key space in parallel. The root of the incident can be traced back to a 2021 firmware update for some Coldcard devices, which changed the wallet seed generation process from a hardware random source to a predictable software model. The Canadian manufacturer Coinkite recommends that users who generated wallet seeds on Coldcard devices transfer their funds to a new secure wallet as soon as possible.

According to Coinglass data, the Coinbase Bitcoin premium index has been in a negative premium range for 78 consecutive days (from May 19 to present), with the latest value at -0.1145%. Previously, this index was in a negative premium for 40 consecutive days from January 16 to February 24 this year, setting the record for the longest "consecutive negative" period since the index was launched, surpassing the approximately 30 days of consecutive negative premium during the "1011 crash."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.

According to on-chain analyst Ai Yi's monitoring, the decentralized trading platform Hyperliquid has launched the Pre-IPO perpetual contract for Unitree Technology, with an initial pricing of $73.33, corresponding to a total share capital of approximately 404 million shares, and an implied market value of about $29.7 billion (approximately ¥212.9 billion). As of the time of publication, the contract price is around $74, corresponding to a market value of about $30 billion.According to the prospectus, Unitree Technology plans to issue approximately 40.45 million shares (accounting for 10% of the total share capital after issuance) on the Sci-Tech Innovation Board IPO, with a total share capital of approximately 404.5 million shares after issuance, targeting an issuance valuation of about ¥42 billion (approximately $5.8-6.2 billion). The results of the A-share inquiry will be announced on August 5, with an expected issuance price of ¥104 per share, and the new share subscription time is set for August 10. Based on the expected issuance price, Hyperliquid's current price is at a premium of approximately 4.88 times the expected issuance price of A-shares.

According to Jinshi reports, North Korean military commentators pointed out that the US, Japan, and South Korea are strengthening their joint operational capabilities through military exercises, forming a "trinity" threat that could become a new security crisis in the Asia-Pacific region. The US and South Korea conducted exercises in July, carrying out large-scale "joint logistics support exercises." The US is also accelerating the reorganization of the US military command in Japan into a "joint military command" and deploying medium-range missile systems in Japan and South Korea. All parties should be vigilant and curb this trend.

According to reports from Huxiu Technology, Jieyue Xingchen is advancing along two strategic lines: one centered around large models, and the other focused on intelligent terminal devices. The mobile phone business has been placed under the independent company "Zhiyue Xingchen," operated by a team with backgrounds in Huawei and Honor, led by terminal president Ni Jiayue. Jieyue's first intelligent terminal phone STEPX Neo was unveiled during WAIC, but the price and mass production schedule have not been announced. Huxiu has learned that Jieyue is building an overseas commercialization team, planning to sell large model APIs (primarily voice models) overseas, and mobile phones will also be included in the overseas sales plan.Jieyue Xingchen's chairman Yin Qi previously attempted the "AI + car" path at Qianli Technology (formerly Lifan Technology), and this time, using mobile phones as the first piece of the terminal strategy aims to establish a closed-loop system of "model---operating system---terminal." The phone is equipped with the Step AOS intelligent terminal operating system, positioned as a carrier for intelligent terminal services, with the business model ultimately returning to Token consumption. Jieyue also maintains model collaborations with 60% of top domestic mobile phone brands, with existing installations exceeding 42 million units, but the potential competitive relationship with its own mobile phone business remains unclear. As of the time of publication, Jieyue Xingchen has not commented.

SpaceX will release its first earnings report since going public after the U.S. stock market closes on Tuesday, with the market focusing on the operational performance of its three major businesses: Starlink, Starship, and AI. Since its listing on June 12, SpaceX's stock price has continued to decline, closing at $114.53 on Monday, about 15% lower than the offering price of $135, and nearly 50% down from its historical high of $225.64, with a market value evaporating by over $500 billion. Visible Alpha estimates its Q2 revenue to be around $6.9 billion, primarily driven by Starlink. In terms of AI business, SpaceX previously acquired xAI and established computing power supply collaborations with Google, Anthropic, and others, with Q1 AI business revenue reaching $818 million. Additionally, the Starship's 13th test flight was recently completed, but the booster recovery experienced a hard landing.After this earnings report, SpaceX will face a lock-up period expiration on Thursday, with approximately 911 million shares (valued at about $100 billion) becoming tradable, raising market concerns about potential selling pressure. Data from S3 Partners shows that investors shorting SpaceX have realized gains of about $8.3 billion. Institutions like New Street and Yorkville Advisors believe that the pullback may provide an entry opportunity for long-term investors, with the ultimate trend depending on the strategic signals released by Musk during the conference call.

According to Jinshi reports, SoftBank expects artificial intelligence and cloud business to achieve a 30% annual growth before the fiscal year 2027.

According to the Economic Times of India, the Indian Central Board of Direct Taxes has revised the global tax reporting framework, expanding the scope of the Foreign Account Tax Compliance Act and the Common Reporting Standard to include specific crypto assets, central bank digital currencies, and digital currency products, while tightening the due diligence requirements for financial institutions.The updated compliance framework provides guidelines for banks, mutual funds, insurance companies, custodians, and other investment entities on account identification, tax residency verification, and financial information reporting. Financial institutions are also required to conduct enhanced due diligence on high-value accounts with balances exceeding $1 million.

According to Jinshi, trillions of funds are used to "rescue the yen," and a joint action for USD/JPY exchange rate intervention has been launched, aimed at stabilizing the yen exchange rate and preventing further depreciation.

CryptoQuant analyst Axel Adler Jr. stated that the Bitcoin UTXO Stress Score has rebounded to 71.5, re-entering the 70 threshold, indicating that most of the supply is in a state of loss, and the market remains in a high-pressure zone.A year ago, when the price of Bitcoin was $114,000, this indicator was around the neutral range of 41; over the past year, it has spent nearly two-thirds of the time in high-pressure or extreme pressure zones, having reached an extreme level of 100 during the market crash in November 2025. Currently, the weekly momentum is +3, showing that pressure has started to increase moderately after a month of easing. Over the past month, the index has mainly fluctuated between 65-76, with no rapid deterioration or substantial recovery during this period. The analyst pointed out that if the index continues to fall below 70 and the momentum is negative, it will confirm the easing of pressure; conversely, if Bitcoin falls below the monthly low of about $61,500, the index may accelerate deterioration towards the 90+ region, recreating the extreme situation of last November.

CZ forwarded Willy Woo's post about Bitcoin loss data, stating that if the data is accurate, from a statistical perspective, exchange-held assets may be safer than self-custodied ones. Exchanges are more likely to be targeted by hackers, making such incidents easier to quantify, while thefts or losses from self-custodied wallets often go unreported, making related data harder to collect.On the other hand, the data from exchanges is also influenced by some exchanges that have already gone bankrupt. Finally, CZ emphasized that no custodial method is absolutely superior; different solutions are suitable for different users, and adopting a balanced asset custody approach may be a better choice. The statistical data previously released by Willy Woo indicates that approximately 1.57 million Bitcoins have been permanently lost due to self-custody. Additionally, around 1.51 million Bitcoins have been lost due to incidents such as hacking attacks and bankruptcies of exchanges.

According to Counterpoint Research data, in the second quarter of 2026, the global DRAM market saw Samsung Electronics regain the top position with a 39% market share, significantly rebounding compared to the same period last year; SK Hynix's share fell from 39% in the same period last year to 26%, despite a 214% year-on-year revenue growth; Micron followed closely with a 25% share, only 1 percentage point behind SK Hynix. Counterpoint pointed out that Samsung achieved a rebound driven by the growth in general DRAM demand and the expansion of its share in the HBM sector.General DRAM prices rose significantly month-on-month, while the average price of HBM declined year-on-year due to the drop in HBM3E prices and delays in HBM4 shipments. Changxin Storage saw a 716% year-on-year revenue growth, benefiting from strong domestic general DRAM demand and capacity expansion; Nanya Technology grew by 690% year-on-year, benefiting from the expansion of DDR/LPDDR4/5 supply. Counterpoint predicts that with the shipments of NVIDIA Vera Rubin and AMD Instinct MI455X, HBM4 shipments will significantly increase in the second half of the year, and the improvement in product mix is expected to support a rebound in HBM prices.

According to Axios, despite AI labs offering huge salaries, top titles, and abundant computing resources to compete for top talent, the issue of talent loss remains prominent. Data shows that over 400 former Apple employees are currently working at OpenAI, and Apple has filed a lawsuit against OpenAI, accusing it of using Apple's internal code names to extract confidential information obtained from potential applicants.The latest case is that Lilian Weng, co-founder of Thinking Machines Lab, returned to OpenAI just days after leaving, where she will be responsible for recursive self-improvement research. She is the fourth co-founder to leave the lab in the past year. Meanwhile, Google has also seen two well-known researchers switch jobs recently—Noam Shazeer returned to OpenAI, and Nobel Prize-winning chemist John Jumper joined Anthropic. Meta is also facing the issue of high-priced talent rapidly leaving. Reports cite insiders saying that Anthropic CEO Dario Amodei has expressed concerns about the new trend of hiring talent "for money rather than mission."

According to IT Home, IDC has released the report "China Exoskeleton Robot Market Share, 2025" for the first time. The market size of China's exoskeleton robot market will exceed 1.6 billion yuan in 2025, with a shipment volume of approximately 26,000 units. Among them, the medical rehabilitation market is the largest, with a scale of about 1.42 billion yuan and shipments of about 3,200 units; the consumer assistive market contributes over 70% of the shipment volume, approximately 19,000 units, with a market size of nearly 110 million yuan, driven by an aging population and declining costs, becoming the fastest-growing segment; the industrial application market is about 80 million yuan, with shipments of about 3,800 units, mainly applied in logistics warehousing, automotive manufacturing, and power energy scenarios.IDC pointed out that the three major segments have formed a collaborative development pattern, and the industry is accelerating its evolution from a single medical application to multi-scenario human capability enhancement equipment. In the medical rehabilitation field, companies like Fourier Intelligence, Cheng Tian Technology, and Mabu Robotics are leading; in the consumer assistive field, Cheng Tian Technology, Kenking Technology, and Jike are at the forefront; in the industrial application field, Ao Sha Intelligent, Cheng Tian Technology, and Mabu Intelligent occupy major shares.