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According to on-chain analyst Ai Yi's monitoring, an address associated with the Kingdom of Bhutan has recharged 434.86 BTC to Binance in the past 5 hours, worth 27.96 million USD.This Binance recharge address has been marked by Arkham as suspected to belong to the Royal Government of Bhutan, which has interacted with the Kingdom of Bhutan.

A Bitcoin wallet that has not been used since 2011 transferred approximately 49.97 BTC, worth about 3.2 million dollars at current prices.

According to OnchainDataNerd monitoring, Amber Group (@ambergroup_io) related addresses withdrew approximately $9.97 million in assets from Binance 10 hours ago, involving five types of tokens.This withdrawal includes 38.89 million ENA (approximately $3.58 million), 28,262 AAVE (approximately $2.52 million), 1,140 ETH (approximately $218,000), 2,017 BNB (approximately $120,000), and 59,202 LINK (approximately $490,000).

According to monitoring by Catcher Predict, in the event "San Diego Padres vs. Arizona Diamondbacks" on the prediction market Polymarket, the "San Diego Padres" option in the sub-market "San Diego Padres vs. Arizona Diamondbacks" has experienced a dramatic fluctuation in winning probability, soaring from 50.5% an hour ago to the current 76.5% (a fluctuation of 26%). Please note the impact of related breaking news.

According to The Information, Nvidia is weighing a significant adjustment measure, considering using less high-bandwidth memory for the Rubin Ultra GPU to address the shortage of advanced high-bandwidth memory chips.

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 Wired, a security researcher who has been infiltrating a North Korean hacking organization for nearly two years has issued a warning, pointing out that the attack methods targeting individual employees and contractors are extremely effective and have a wide-ranging impact, leading to numerous organizations worldwide suffering breaches.Greek cybersecurity researcher Vangelis Stykas stated that since gaining access to the North Korean system 22 months ago, he has found evidence indicating that 1,640 companies in 57 countries have been affected by North Korean hacking operations. Among them, approximately 700 to 800 affected organizations have suffered "highly destructive" breaches.

CryptoQuant analyst Abramchart stated that Bitcoin recorded one of the largest inflows of funds in history, with over 38,000 Bitcoins transferred to wallets typically associated with long-term holders and over-the-counter settlements. This seems to be good news. However, when combining this data with the actual prices of accumulation addresses, the situation becomes more complex. The average cost of these accumulation wallets is currently around $70,000, while Bitcoin's trading price is close to $64,000.This creates two possible scenarios: Bullish: Whales are actively accumulating in hopes of profiting in the next round of price increases. A situation worth noting: Some purchases may be aimed at lowering the average entry price so that when Bitcoin returns to the $70,000 range, they can exit at a price close to cost. In other words, today's accumulation does not necessarily mean long-term holding. It may also represent a strategic layout before reaching the breakeven point. Abramchart believes that the inflow of funds is undoubtedly substantial and worth close attention, but the $70,000 transaction price may become an important decision point. Whether these funds continue to accumulate or begin to diversify investments around this price level will provide clearer signals for the next major trend.

FlashRescue co-founder @DarcyAri posted on the X platform that recently, during a joint investigation with partners on a case, Tether experienced a transfer of funds from one address during the execution of a proposal to freeze addresses, resulting in a decrease in the frozen amount. Further review by FlashRescue revealed that this is not an isolated incident. As of August 3, 2026, through an analysis of 2,955 Tether freeze events on the Ethereum and Tron networks, it was found that among addresses involved in risks such as entity sanctions, fraudulent activities, money laundering, FATF blacklist jurisdictions, and malicious attacks: 60 addresses cleared their assets and completed front-running transfers before the formal execution of the freeze, with a total net outflow of 20,429,847 USDT, starting transfers an average of 13 minutes and 59 seconds after the freeze proposal was submitted, and completing the main fund transfers within 15 minutes and 15 seconds; additionally, 113 addresses transferred some assets before the freeze was executed, involving approximately 35,524,300 USDT.The average time from the submission of the freeze proposal to the formal execution of the freeze by Tether is 2 hours, 16 minutes, and 15 seconds, indicating a long time window between the public announcement of the freeze proposal and its actual execution. On July 3, a cluster of addresses transferred funds continuously within minutes and then split the transfers to the same address. The above cases suggest that some high-risk addresses may be actively monitoring Tether freeze proposals and utilizing the time difference between the public announcement of the proposal and the actual effectiveness of the freeze to implement front-running transfers. This mechanism leads to the failure of freezing the involved funds and undermines the actual effectiveness of sanctions, anti-money laundering, and law enforcement cooperation measures.

According to Catcher Predict monitoring, in the Polymarket event "San Diego Padres vs. Arizona Diamondbacks," the "Over" option in the sub-market "O/U 9.5" has experienced a dramatic fluctuation in winning probability, soaring from 30.5% an hour ago to the current 86% (a fluctuation of 55.5%). Please note the impact of related breaking news.

According to monitoring by Lookonchain, in the past 3 hours, 4 newly created wallet addresses received a total of 1540 BTC from Galaxy Digital and BitGo, worth approximately 99.4 million USD.On-chain data shows that the related fund flows may reflect that large addresses are increasing their holdings of Bitcoin.

According to a report by businesswire, Strategy announced its participation in the "Invest in America Commitment" program, which will contribute $250 annually to the Trump account (i.e., 530A account) for each eligible American employee's minor child, regardless of the child's birth year.For children born on or after January 1, 2025, there will also be an additional one-time matching contribution of $1,000 in seed funding provided by the U.S. government.Phong Le, President and CEO of Strategy, stated, "The Trump account and the Invest in America initiative can build a stronger financial future for American children. The company will match the government's initial $1,000 contribution and provide additional annual contributions for eligible employees' children.These accounts can encourage financial education, long-term thinking, and the cultivation of a savings and investment culture from a young age—these goals are highly consistent with Strategy's values and optimistic vision for the future."The Trump account is a tax-deferred investment account for minors under the age of 18, with investment targets being low-fee U.S. index funds. Children born between 2025 and 2028 can receive a one-time $1,000 seed funding from the U.S. Treasury upon registration. Strategy's program will launch after the Treasury issues final guidance and the employer contribution infrastructure is online. The company has announced the plan to employees during internal quarterly meetings and will share registration details with eligible employees before the launch.

According to Jinshi reports, the CEO of JPMorgan Chase is leading efforts to expand industry groups to address the risks of artificial intelligence.

According to on-chain analyst Ai Yi's monitoring, a certain address has shorted ETH a total of 20 times since July 27, with a leverage ratio of 10 times and a win rate of 80%, earning $600,000 in 10 days. Half of the trades had a holding time of about 1 hour.The address opened a short position of 14,519.62 ETH again 10 minutes ago, worth $27,210,000, with an opening price of $1,874.2. Each holding size was over $3,000,000, reaching a maximum of $70,130,000.

According to Jinshi reports, on August 4 local time, the Security Service of Ukraine stated on its official website that in the past 40 days, Ukraine has struck more than 100 strategic targets in Russia, mainly including Russian military enterprises, air force bases, and air defense systems. Ukraine stated that the strikes resulted in significant damage to Russian military equipment and several military infrastructures, and it will continue to weaken Russia's military economic potential in the future. There has been no response from the Russian side regarding the above statement.

According to on-chain analyst Yu Jin's monitoring, in the past half hour, a certain address withdrew 2,440,000 U from OKX and transferred it to Hyperliquid, then opened a short position worth 102 million dollars in Bitcoin:native with 40x leverage, with a short price of 64,202 dollars and a liquidation price of 64,889 dollars, which is about 900 dollars away from the current price.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "National Bank Open: Shang Juncheng vs. Andrey Rublev," the "Shang Juncheng" option in the sub-market "National Bank Open: Shang Juncheng vs. Andrey Rublev" has experienced a dramatic fluctuation in winning probability, dropping from 85.5% an hour ago to the current 34.05% (a fluctuation of 51.45%). Please note the impact of relevant breaking news.

According to official news, Marvell Technology announced the launch of a new generation of memory solution portfolio for AI infrastructure, covering server-level AI storage, rack-level CXL memory expansion and pooling, as well as multi-rack optical interconnect shared memory, aimed at addressing the growing memory capacity and bandwidth bottlenecks in Agentic AI inference processes.Marvell stated that as AI model sizes increase, context windows extend, and KV Cache demand grows, traditional tightly coupled architectures of computing and memory are limiting AI inference efficiency. Through memory disaggregation, memory resources can be made more independent of computing resource expansion, improving GPU utilization and reducing data movement latency. The products released include:Bravera SC6 PCIe 6.0 SSD controller: Designed for AI inference storage scenarios, it helps cloud service providers migrate more KV Cache to high-performance SSDs, enhancing infrastructure efficiency. This product features an architecture compatible with multi-vendor NAND and is expected to begin sampling in the fourth quarter of 2026.Marvell Structera X memory expansion solution: Based on CXL technology, it supports rack-level memory expansion and resource pooling, helping data centers share and allocate memory resources more flexibly, reducing AI infrastructure costs.Marvell Photonic Fabric optical interconnect memory solution: Constructs a shared memory architecture across multiple racks using optical interconnect technology, supporting up to 32TB warm KV Cache offloading and helping AI inference clusters enhance throughput capacity.Marvell stated that the Photonic Fabric solution can achieve a 2 to 3 times increase in Token throughput under existing data center space and power consumption constraints, supporting larger scale models and longer context AI applications.Marvell executive Will Chu stated that AI infrastructure is transitioning from a single server architecture to a system where computing, memory, and connectivity operate in synergy, and in the future, memory needs to expand more independently to enhance resource utilization and Token efficiency.As the demand for AI Agents and large model inference continues to grow, memory capacity, bandwidth, and data transfer efficiency are becoming new focal points of competition in AI infrastructure, following computing power.

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."