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Bank of America (BofA) reiterated its "Buy" rating on Micron, with a target price of $1550, stating that the recent sell-off is an "enhanced buying opportunity." The bank expects memory prices to normalize starting in 2027-2028, but the fundamentals remain strong.Bank of America predicts Micron's earnings per share for fiscal year 2028 to be around $150, and in a pessimistic scenario, about $100, still well above the previous cycle peak of around $12.

According to Jinshi reports, Stifel has initiated coverage on SK Hynix (SKHY.O), giving it a "Buy" rating with a target price of $240.

According to monitoring by Lookonchain, a newly created wallet spent 424 ETH, approximately $791,000, to purchase 13.14 million CASHCAT, currently valued at about $905,000, with a profit of $115,000.

According to BBX data, yesterday global listed companies disclosed the latest official data on adjustments and increases in their cryptocurrency asset reserves, with the core information as follows:Strategy cashed out $104.7 million for dividends and buybacks: Strategy Inc. (NASDAQ: $MSTR) submitted an 8-K filing to the U.S. SEC revealing that the company sold 1,638 bitcoins at an average price of approximately $63,957 from July 27 to August 2, 2026, totaling about $104.7 million. Of this, approximately $52.4 million was used to pay preferred stock dividends, and about $52.3 million was used to repurchase STRC preferred stock. As of August 2, Strategy held a total of 842,138 BTC (with a total holding cost of approximately $63.51 billion, at an average price of about $75,419).BitMine increased its holdings by 10,399 ETH last week: Bitmine Immersion Technologies (NYSE: $BMNR) officially disclosed that the company increased its holdings by another 10,399 Ethereum last week. As of August 2, 2026, its total Ethereum holdings have reached 5,797,813 ETH, accounting for approximately 4.8% of the total supply of Ethereum across the network.Capital B steadily increased its holdings by 1 BTC: French listed company Capital B (Euronext: $ALCAP) announced that it has again increased its holdings by 1 bitcoin in the secondary market. After this adjustment, the company's total bitcoin holdings rose to 3,140 BTC.The Smarter Web Company increased its holdings by 9 BTC: The Smarter Web Company (LSE: $SWC), a technology company listed in London, disclosed the latest treasury dynamics, revealing that the company recently increased its holdings by 9 bitcoins, bringing its total bitcoin holdings from the previous amount to 2,712 BTC.

According to Jinshi, U.S. President Trump stated that the first coordinated buying of yen by the U.S. and Japan is a "signal of friendship." U.S. Treasury Secretary Basant mentioned that the Trump administration would fulfill its commitments to trustworthy partners. However, observers believe that this move involves multiple U.S. interests, including supporting Japanese Prime Minister Kishi Sanae's approval ratings and hoping Japan will implement the $550 billion investment plan in the U.S.Basant also expressed concerns that Japanese policies could affect the U.S. Treasury market, as the yield on the 10-year U.S. Treasury bond reached a new high on the same day of the yen intervention.

Strategy founder Michael Saylor stated that his previous viewpoint of "Never Sell Your Bitcoin" was to share ideas with other holders as a personal investor.Saylor mentioned that he has never sold any Bitcoin, "not even one satoshi." He emphasized that Strategy is a publicly traded company, not a personal wallet, and has been publicly disclosing since 2020 that it may manage capital through buying or selling BTC.Saylor stated that Strategy's long-term belief in Bitcoin has not changed among investors, and the company's related operations are part of its corporate financial strategy, while his personal holding philosophy remains unchanged.Previously, the market was concerned about whether Strategy would adjust its Bitcoin holding strategy. Saylor's statement this time aims to distinguish personal holding behavior from the asset management decisions of a publicly traded company.

According to Jinshi reports, regarding SpaceX (SPCX.O) stock, users posted that this is a great buying opportunity. Musk responded that he thinks so too.

According to Goldman Sachs, it will include Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O), and United Parcel Service (UPS.N) in the list of stocks to buy with confidence. It will remove Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N), and ServiceNow from that list.

According to Jinshi reports, Stifel has lowered the target price for Tesla (TSLA.O) from $508 to $491, while maintaining a "Buy" rating.

According to Lookonchain monitoring, Arthur Hayes (@CryptoHayes) has once again purchased 6 million ENA at an average price of $0.09, worth $525,000.

According to Jinshi reports, the Japanese Ministry of Finance coordinated a yen buying intervention with the United States last Friday, with both parties jointly purchasing yen.

Analyst "AntiFragile" posted on the X platform stating that the Bitcoin (BTC) order book currently shows strong buyer support, with a large number of patient buy orders concentrated in the range of 2%-20% below the current price.AntiFragile pointed out that these buy orders began to appear as early as the beginning of June, representing passive buying demand that is positioned in advance. If the BTC price falls and touches these areas, it is expected that these buy orders will act as a buffer, reducing market volatility. The current order book structure shows that some investors are waiting to enter at lower prices rather than buying in line with the upward trend. These long-term orders may become a potential support force during short-term market corrections.

Renowned trader Doctor Profit stated that he will continue to buy in batches according to the original plan when the BTC price is in the range of $54,000 to $64,000, investing 5% of the planned funds each time. Currently, 35% of the cash allocated for purchasing Bitcoin has been completed.He will continue to accumulate during times of extreme market panic and remain patient.

According to Lookonchain monitoring, address 0x9a96 opened a leveraged long position of 16.73 million FARTCOIN with 2x leverage, with a position value of approximately 2.16 million USD.In addition, the trader has also placed a buy order to purchase another 18.04 million FARTCOIN, valued at approximately 531,000 USD.

A photo taken by Reuters shows U.S. Treasury Secretary Janet Yellen attending a cabinet meeting with President Trump at Camp David on Friday local time, where a "to-do list" on her notepad was exposed, stating "Buy yen 5-10 billion."The photo was taken during a media-accessible portion of the meeting, at 11:33 AM Eastern Time (11:33 PM Beijing Time). Yellen's name tag was conveniently located at the top of the notepad, clearly visible. A spokesperson for the U.S. Treasury Department did not respond to requests for comments regarding the contents of the notepad or whether intervention measures had been taken on Friday.According to the Financial Times, the U.S. Treasury intervened in the yen exchange rate on Friday local time, marking the first joint effort by the U.S. and Japan in nearly 30 years to support the yen through direct purchase operations. Three informed sources revealed that the New York Fed executed an unusual operation on behalf of the Treasury—selling euros to buy yen, with two of the sources stating that the transactions were completed through Goldman Sachs and Morgan Stanley.Prior to the action, the U.S. Treasury had informed several Wall Street banks that it was considering intervening in the yen. The last time the U.S. Treasury intervened in the yen was back in 2011, but at that time, the direction was to sell yen.

According to MLM monitoring, since the unlocking of the HYPE team tokens in December 2025, 4.93 million HYPE have been allocated to team members, valued at approximately 270 million dollars at current prices, accounting for 0.493% of the total supply.Among them, 1.19 million HYPE have been sold on the open market, cashing out 32.5 million dollars; another 3.14 million HYPE have been transferred to over-the-counter trading platforms, valued at approximately 132 million dollars at the time of transfer.In total, approximately 4.33 million HYPE have been sold, amounting to about 165 million dollars, with an average of about 540,000 HYPE sold per month, valued at approximately 20.6 million dollars.During the same period, the aid fund has repurchased approximately 9.8 million HYPE, spending about 364 million dollars, with an average of 1.23 million HYPE repurchased per month, valued at approximately 46 million dollars, with a repurchase rate more than twice that of the current and former team members' selling speed.

According to Jinshi reports, southbound funds had a significant net sell of 8.571 billion yuan today. In the Hong Kong Stock Connect (Shanghai), the Tracker Fund of Hong Kong and Pop Mart were net sold 1.972 billion HKD and 385 million HKD respectively; Tencent Holdings had the highest net buy amount, totaling 444 million HKD.In the Hong Kong Stock Connect (Shenzhen), SMIC and Alibaba-W were net sold 1.376 billion HKD and 993 million HKD respectively; Tencent Holdings had the highest net buy amount, totaling 568 million HKD.

The Japanese listed company eole (Tokyo Stock Exchange Growth: 2334) purchased approximately 10.08 million yen (about 61,600 USD) for 1,078.2547 HYPE, with an average cost of about 9,352.77 yen (about 57.1 USD), becoming the first listed company in Japan to purchase HYPE.The company plans to make additional purchases in batches before the end of August, bringing the total investment in HYPE to 100 million yen (about 610,500 USD), and will incorporate it into the digital asset reserves under the "Neo Crypto Bank" concept to support on-chain finance and Web3 business.

Dan Bin stated on social media, "You must dare to buy during a big drop; I just spent all my remaining bullets."Previously, he posted, "The 2x long SK Hynix ETF is currently down 25.72%. Leveraged tools can amplify gains, but they also multiply risks. When the tide (TDW) goes out, the brutal fluctuations of the market become clearer. Therefore, it is evident that these types of leveraged products require extra caution."Dan Bin believes that SK Hynix has also become one of the companies that symbolize this round of the AI market. Given the current adjustment pace, the short-term direction will likely become clear very soon. Of course, when looking at a longer time frame, only companies with continuously optimized supply and demand patterns and steadily improving profitability have the chance to navigate through cycles.