x

According to The Information, fintech company Stripe is in exclusive acquisition negotiations with AI model aggregation platform OpenRouter, with a deal valuation of approximately $10 billion. Sources reveal that OpenRouter had previously received acquisition interest from several large tech companies, but Stripe has now entered exclusive negotiation stages. The related deal has not yet been finalized, and specific terms may still change.OpenRouter was established in 2023 and is positioned as an AI infrastructure platform that connects users with various large language models, allowing developers to call AI models from companies like OpenAI, Anthropic, and Google through a unified interface, and choose different models based on performance, price, and availability. As enterprises accelerate the adoption of generative AI, the importance of AI model calling infrastructure and model routing services continues to rise. OpenRouter has become a key intermediary in the AI application development ecosystem by providing model aggregation, traffic allocation, and cost optimization capabilities.If the deal is completed, it will become one of Stripe's significant moves in the AI field in recent years. Stripe has primarily focused on payment infrastructure, financial services, and enterprise software, and acquiring OpenRouter may further drive its expansion into the AI developer infrastructure space. Market participants believe that as the number of AI models rapidly increases, infrastructure companies that connect different models, optimize calling costs, and manage AI workflows are gaining more attention, and OpenRouter's potential high valuation also reflects investors' optimism about growth opportunities in the AI application layer and infrastructure layer.

The real-time cross-border capital flow platform OpenFX announced the acquisition of Global Ledger, with its founder Tyler McIntyre appointed as the head of banking. At the same time, it launched a multi-currency account service. McIntyre previously co-founded the new bank Novo, which serves over 300,000 businesses and is valued at over $700 million.The account allows customers to make payments in local currency, and companies can hold received funds directly without the need for immediate conversion. OpenFX has launched the USD account in its first phase, which can receive and send funds to over 100 countries through ACH, Fedwire, and SWIFT, and supports instant connection with stablecoins like USDC.

According to Coinglass data, the Coinbase Bitcoin premium index has been in the negative premium range for 80 consecutive days (from May 19 to present), with the latest value at -0.0978%. Previously, this index was in the negative premium for 40 consecutive days from January 16 to February 24 this year, setting the longest consecutive negative record since the launch of this indicator, surpassing the approximately 30 days of consecutive negative premium during the 1011 crash.Historical data shows that prolonged negative premiums are often accompanied by the exit of institutional funds from the United States, and short-term pullback pressure should be monitored.

According to Bloomberg, SpaceX's stock performed relatively steadily on Thursday, following the expiration of a lock-up agreement that restricted insiders from selling shares, involving the release of approximately 911.5 million shares, valued at about $100 billion based on current estimates.Trading data shows that SpaceX's stock price fluctuated within a range of less than 3% in the early morning, as the market digested the potential selling pressure from this large-scale share release. In the first 30 minutes after the market opened, the trading volume approached 93 million shares, accounting for about 40% of the total trading volume from the previous trading day.This release occurred shortly after SpaceX's first financial report was published. Previously, due to concerns from investors about the company's investment in artificial intelligence being higher than expected, SpaceX's stock price had dropped by about 14%. However, most Wall Street analysts still maintain a long-term optimistic view of the company.The market's focus includes SpaceX's future investment plans in AI, satellite internet, and mobile communications. Although facing short-term capital expenditure pressures, analysts believe that the company's leading position in rocket launches, the Starlink satellite network, and the commercial space sector remains an important factor supporting its long-term valuation.This stock release, valued at approximately $100 billion, has also become an important event for the market to test investor confidence after SpaceX's listing. The stock price did not experience significant fluctuations, indicating that the market had certain expectations regarding the liquidity release for internal shareholders.

According to Gate market data, SpaceX's stock price rose by over 5%, reaching a new high during the trading session.

Tesla stated that TeraFab will be built in Grimes County, Texas, and the number of chips required by Tesla and SpaceX will far exceed the current and future global production capacity.

According to Coinglass data, if ETH falls below $1,812, the cumulative long liquidation intensity on mainstream CEX will reach $835 million. Conversely, if ETH breaks above $2,001, the cumulative short liquidation intensity on mainstream CEX will reach $759 million.

According to the 10-Q filing submitted by Grayscale XRP Trust ETF to the U.S. SEC, the fund sold over $180 million worth of XRP in the first half of 2026, with holdings decreasing from 122.23 million coins at the end of 2025 to 55.04 million coins as of June 30. The sale of XRP to redeem shares resulted in a realized loss of $34.16 million, along with an unrealized loss of $17.47 million. During the same period, the price of XRP fell from $1.84 to $1.05, a decline of over 40%.

The Optimism Foundation released its fifth annual budget update and outlook (from May 2026 to April 2027). According to the foundation's forecast, the circulating supply of OP will increase from the current approximately 2.161 billion to about 2.504 billion, accounting for 58.3% of the total supply, meaning that approximately 343 million OP will enter circulation during this period.By category, it is expected that the ecological fund will add 200 million in circulation, early core contributors 47.6 million, investors 15.3 million, governance fund 10 million, and both airdrops and Retro Funding will be zero. The foundation stated that the relevant tokens all come from the initial allocation framework and no new token allocation has been requested; this update is solely for the purpose of increasing transparency.Token deployment will continue to focus on the two strategic goals of OP mainnet growth and acquiring OP Enterprise corporate clients. Looking back at the fourth year, Optimism committed approximately 150 million OP in new expenditures, a decrease of about one-third compared to the third year; OP Enterprise went live in January 2026, with early clients including Bitpanda, Ink, Dunamu, and Ether.fi; the monthly transaction volume on the OP mainnet grew by over 60% during this period; the governance layer has approved a 12-month buyback plan that will use up to 50% of Superchain revenue for monthly OP buybacks, and over 9 million have been repurchased so far.

According to Gate market data, the Dow Jones Index opened on August 6 with an increase of 129.94 points, a rise of 0.24%, reporting at 54,479.06 points; the S&P 500 Index opened with an increase of 3.34 points, a rise of 0.04%, reporting at 7,726.76 points; the Nasdaq Composite Index opened with a decrease of 103.47 points, a drop of 0.39%, reporting at 26,259.97 points.

Tom Lee, Chairman of Bitmine and Co-founder of Fundstrat, stated that the S&P 500 index is expected to reach the range of 7900 to 8000 points in August, which still has about a 3.6% upside potential from Wednesday's closing level.Lee believes that the main factors driving the continued rise of U.S. stocks include strong technical momentum, accelerated corporate earnings growth, and an expanding breadth of the market rally. He remains optimistic about semiconductors, software, Ethereum, and the "Magnificent Seven" tech stocks, believing that AI-driven earnings growth will continue to improve market expectations for corporate earnings in 2027.Lee indicated that as AI-related investments continue to drive improvements in corporate efficiency and profit growth, the market may further raise future earnings forecasts, providing support for the rise of U.S. stocks.

The Galaxy research director posted on platform X, stating that please continue to share your victim experiences with him via private message. His private messages are full, with over 200 Coldcard victims having contacted him. He is categorizing them using clanker and will eventually reply to everyone.He stated, "You will get through this, Bitcoin will get through this, we will not leave."

Eric Trump, the second son of Donald Trump, criticized Bloomberg's reporting on SpaceX, claiming it has issues of "overpromising and underdelivering" and accused the reporting of being of poor quality.Eric Trump stated that SpaceX's payload mass launched to orbit in 2025 accounts for about 80% to 85% of the global total, while China's share during the same period is about 8% to 10%. He claimed that a private aerospace company has surpassed the launch capabilities of other countries worldwide, even leading the two major space powers.He also pointed out that SpaceX's Falcon 9 rocket completed approximately 165 successful launches in 2025, maintaining a zero-failure record, and that the reusable boosters have achieved over 30 flights.Eric Trump believes that SpaceX has made significant breakthroughs in reducing launch costs, improving rocket reuse efficiency, and promoting the development of commercial spaceflight, and criticized some media reports for failing to accurately reflect the company's technological achievements.These remarks stem from his dissatisfaction with Bloomberg's related reporting on SpaceX, but SpaceX's actual market share, global launch proportion, and future development prospects continue to attract ongoing attention from industry organizations and analysts.

According to GMGN market data, possibly influenced by the news of "Robinhood launching CASHCAT," the market capitalization of CASHCAT on the Robinhood Chain briefly surpassed 200 million USD, reaching a peak of 234 million USD. It is currently reported at 0.16 USD, with a market capitalization of approximately 160 million USD, and an increase of about 80% in the last 24 hours.

According to RBC, the Moscow Exchange (MOEX) in Russia is preparing to launch a digital custody platform for cryptocurrency trading (digital custodian). Sources say that the project is currently still in the development stage and is expected to go live as early as the end of 2026 to early 2027.It is reported that this digital custody platform will not be built on the Moscow Exchange itself or the National Settlement Depository (NSD) under it, but will operate as a completely new independent structure. As Russia's regulatory framework for digital currencies is expected to partially take effect from September 1, the market still lacks a clear plan for the custody and registration mechanisms of crypto assets. Various technical models are currently being discussed within the industry.One proposal is to establish multiple liquidity centers for crypto assets, where brokers can access the Moscow Exchange's digital custody platform or conduct related business through their own digital custody systems. Another proposal may involve trading platforms handling trade matching, while the storage and registration of crypto assets are completed by banks or digital custodians under brokers.Previously, several large banks in Russia, including Sberbank, VTB Bank, T-Bank, and Alfa-Bank, have expressed plans to launch digital custody services. With the Moscow Exchange entering this field, competition among traditional financial institutions is expected to intensify and may further enhance crypto asset services.

For the week ending August 1, the number of initial jobless claims in the United States was 199,000, lower than the expected 202,000, and the previous value was revised from 197,000 to 198,000.

According to The Block, Chainalysis' latest report shows that in the first half of 2026, cryptocurrency holders experienced violent robbery incidents (referring to forcing victims to transfer crypto assets through means such as kidnapping, home invasion, and coercion), resulting in over $30 million in property losses.Based on current trends, the total annual losses could exceed the historical record of $58 million set in 2025. The report mentions that France has become a high-incidence area for such attacks, and the information leak incident involving high-net-worth crypto investors from the French tax authorities has further broadened the target selection range for criminals.Chainalysis also stated that such violent crimes are increasingly affecting the victims' families, with the proportion of home invasions and kidnapping cases continuing to rise.

According to monitoring by PeckShield, the attacker-controlled address 0x920d...9708 stole approximately 500,000 USDC from the Base chain victim wallet 0x3a53...0B5c.However, during the subsequent process of exchanging USDC for ETH, the attacker did not set sufficient slippage protection, and the transaction was front-run by MEV bots for arbitrage. Ultimately, the attacker only obtained about 67 WETH, worth approximately $129,000, losing over 75% of the stolen funds.

According to Gate's latest weekly report, the Federal Reserve maintained interest rates, but hawkish expectations have risen. The high interest rate environment combined with the deleveraging effects of derivatives has put overall pressure on the crypto market, with BTC and ETH dropping approximately 2.8% and 3.6%, respectively. Meanwhile, U.S. stocks continued to recover last week. In terms of capital flow, BTC spot ETFs have turned to net outflows, while ETH spot ETFs still maintain a slight net inflow, showing some resilience in institutional capital allocation.On-chain, PancakeSwap's weekly trading volume surpassed Uniswap, and the Robinhood Chain, RWA, and Meme ecosystems remain active. In the derivatives market, BTC open interest (OI) rose and then fell, with funding rates remaining positive, and DVOL continuing to decline, while the market overall still maintains high-level fluctuations.In response to the evolving macro policies, institutional capital flows, and on-chain ecosystems, Gate is continuously building a multi-asset trading system covering digital assets, stocks, indices, foreign exchange, and commodities. Relying on institutional-level trading, liquidity, custody, lending, asset management, and API services, it provides professional investors with a one-stop institutional solution.At the same time, Gate is continuously improving its global institutional ecosystem layout, strengthening trading execution efficiency, cross-market liquidity, and risk management capabilities, helping institutional clients respond more efficiently to market fluctuations and seize global asset allocation and structural trading opportunities.

CryptoQuant analyst Darkfost posted on the X platform that the cumulative trading volume of the Trump family-associated stablecoin USD1 on Binance has surpassed $50 billion.Data shows that since its launch over a year ago, the trading scale of USD1 has rapidly increased. This stablecoin was launched by World Liberty Financial in March 2025, and the project was co-founded by the Trump family. USD1 is primarily backed by US dollars and short-term US Treasury assets, and it adopts a compliance framework aimed at institutions.Currently, the market capitalization of USD1 has exceeded $4 billion.