News linked to this event type.
According to TechFlow Research, Goldman Sachs' July 31 research report pointed out that the capital expenditures of the four major cloud vendors continued to be upwardly revised in the second quarter. Amazon raised its 2026 cash capex guidance from $200 billion to $220 billion, Google raised its guidance to $195-205 billion, and Meta narrowed its range to $130-145 billion. TSMC's revenue guidance was revised up to growth of over 40%, and capital expenditure was raised to $60-64 billion. Lam Research raised its 2026 WFE estimate to the $150 billion range, KLA similarly raised its estimate to over $150 billion, and believes $190 billion is a reasonable level for 2027. Goldman Sachs believes the AI capital expenditure transmission chain is strengthening at each level, from cloud vendors to foundries to equipment vendors, with every link confirming demand. ASML benefits from EUV and advanced DUV demand, ASMI benefits from ALD and epitaxy demand, BESI benefits from the adoption of custom chips and advanced packaging investment, Nebius benefits from the expanding compute gap, and Technoprobe benefits from increased testing intensity. Goldman Sachs assesses that the market may have underestimated the sustainability and breadth of benefits in the upstream equipment segment.
official data shows Gate's yield-bearing stable asset GUSD has surpassed $224 million in cumulative subscription volume. Currently, users holding GUSD can enjoy five-fold yield benefits, including deposit rewards, GUSD demand deposit subscription yield, 1:1 lossless redemption, and stacked rewards from Launchpool dual staking pools, offering multiple asset appreciation opportunities across various scenarios.Among these, Gate GUSD demand deposit treasury product supports users holding GUSD to earn an annualized yield of 3.8%, with yields distributed daily and supporting flexible deposits and withdrawals; the original subscribed currency can be redeemed 1:1 without loss, with no redemption fees. Additionally, new users participating in GUSD demand deposit treasury subscriptions can enjoy a limited-time 100% annualized yield.In terms of ecosystem yield, Gate Launchpool currently has multiple staking pools open simultaneously, including SPCX and ANTFUN. Data shows that the SPCX GUSD pool currently has a total liquid staking amount of 44,679,086.85 GUSD with an APR of 4.85%; the ANTFUN GUSD pool currently has a total liquid staking amount of 76,454,030.14 GUSD with an APR of 5.06%. After users stack GUSD demand deposit yield, the combined annualized yields of the two pools can reach 8.65% and 8.86%, respectively.In addition, Gate is launching a deposit trading carnival event from July 27 at 18:00 to August 11 at 18:00 (UTC+8). Users who complete designated net deposits and trading tasks can receive deposit rewards and participate in trading challenges, with a maximum reward of 8,938 USDT per individual.
PPP Prediction Market Tool monitoring shows that in Polymarket's "WTI Crude Oil Price Hit in August" prediction event, the probability of WTI crude falling to $75/barrel rose to 77%, up 11% in 24 hours; the probability of falling to $70/barrel rose to 45%, up 12% in 24 hours.Earlier, oil prices were driven up by escalating tensions in the Middle East, but after Trump announced a halt to military action against Iran and indicated that the U.S. and Iran would enter a new round of negotiations, market concerns over supply disruptions began to ease, causing the risk premium on crude to quickly retreat. WTI crude prices have now fallen to around $80/barrel.Join the PPP Signal Push Community to stay one step ahead and seize the opportunity.
Odaily News — According to official sources, OKX.AI has announced that registration for its inaugural trading hackathon is now open. Following the previous Genesis hackathon for Agent Service Providers (ASP), this hackathon focuses on AI Agent live trading capabilities. Participants are required to deploy their trading strategies as Trading ASPs and conduct live trading with no less than 300 USDT in equivalent funds. Rankings will be updated in real time based on yield (PnL %). The total prize pool is $20,000, with the champion receiving a $5,000 reward.It is reported that OKX.AI is an economic system built specifically for Agents, where users and Agents can discover and utilize professional services provided by ASPs. This event supports two development frameworks: Onchain OS and Agent Trade Kit. Registration runs from July 31 to August 11 at 12:00 (UTC+8), and the competition will take place from August 11 to August 25.
Odaily News, according to official announcements, Bitget has launched its Stock Connect API, providing developers, quantitative teams, and institutional users with full programmatic access to US stocks, ETFs, and options markets.The Stock Connect API covers the entire chain of market data, order execution, and asset management, supporting US stocks, ETFs, and options through a unified interface system. In terms of features, it supports market data such as basic information, real-time quotes, order book depth, and K-lines, as well as full trade lifecycle management including order creation, cancellation, and trade query.
Bybit has listed the UNITREEUSDT Pre-IPO perpetual contract, supporting up to 10x leverage.
According to official news, Qwen releases Qwen3.8-Max, 2.4T parameters, weights to be open-sourced next week Alibaba's Qwen officially releases the most powerful model Qwen3.8-Max, with a parameter scale reaching 2.4T. The model's weights will be open-sourced next week. This is the first time Qwen has open-sourced a Max-level model. Also being open-sourced simultaneously is Qwen3.8-27B.
Odaily News: Alibaba has released its latest flagship model, Qwen3.8-Max, which features 2.4 trillion parameters. The company claims that it performs close to leading global AI models such as Anthropic on certain benchmark tests, surpassing the recently released Chinese model Kimi K3.Alibaba stated that Qwen3.8-Max has improved capabilities in automated programming and long-horizon task execution, and in internal tests, it can independently complete software engineering projects lasting up to 16 days. The model adopts parameter activation optimization technology, invoking only a portion of its parameters during operation to reduce computational costs and latency.Alibaba plans to open-source the Qwen3.8-Max weights next week, alongside the Qwen3.8-27B weights. (Bloomberg)
Odaily News: According to an official announcement, Binance Futures will list the GIGADEVUSDT perpetual contract on August 3, 2026 at 13:30 (UTC+8), supporting up to 20x leverage and multi-asset mode.
Odaily News: Arthur Hayes posted on platform X, stating that attention should be paid to this week's Federal Reserve H.4.1 report to confirm whether Japan's Ministry of Finance is using its U.S. Treasuries in repurchase agreements to obtain dollars, followed by selling dollars to buy yen. If Bessent can raise the counterparty limit, the Federal Reserve could use U.S. Treasuries held by Japan's Ministry of Finance as collateral to create money.Earlier, U.S. Treasury Secretary Scott Bessent stated that the U.S. and Japan have taken coordinated foreign exchange actions in response to the "disorderly fluctuations" in the yen market.
Odaily News – On July 30, the minority staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs released a new analysis raising Democratic objections to the amended draft of the CLARITY Act. The analysis states that Donald Trump’s 2025 crypto revenue amounts to approximately $1.4 billion, and that current ethics provisions still allow him to retain related business arrangements. The analysis reviews World Liberty Financial, the TRUMP meme coin, cryptocurrency investments, staking income, and other business activities, concluding that provisions restricting officials from issuing or sponsoring digital assets would not materially affect the aforementioned financial arrangements. Staff estimated approximately $799 million in revenue related to World Liberty Financial and approximately $635 million from the TRUMP meme coin. Trump’s annual financial disclosure report lists $635.1 million in royalties from a licensing agreement with CIC Digital LLC related to Celebration Coins, along with Bitcoin and Ethereum wallets each valued at over $50 million, and validator rewards obtained through staking agreements on Coinbase. The Senate draft of the CLARITY Act seeks to prohibit covered officials and their spouses from issuing or sponsoring digital assets for compensation during specified periods, while also establishing exceptions for qualified blind trusts, unauthorized third-party activities, continued use of an official’s likeness, and holding digital asset investments.
: Bitgo CEO Mike Belshe deposited 100 BTC into a public Bitcoin address on August 1, worth approximately $6.3 million at the time, and invited Anthropic's Claude model to attempt to move the funds out of the address. On-chain records show the wallet received the funds on July 31, and the balance had not been transferred out as of August 2. Anthropic previously disclosed that during 141,006 cybersecurity assessment runs, 3 incidents were found, with 6 evaluation sessions involving 3 models inadvertently interacting with real organizational systems. The models involved include Claude Opus 4.7, Claude Mythos 5, and an unreleased internal research model. The cause was a configuration error by third-party testing partner Irregular, which led to the test environment being connected to the internet. Anthropic stated that Claude Opus 4.7, during one evaluation, located a real website with the same name as a simulated company, exploited weak passwords and exposed services to recover infrastructure credentials, and accessed a production database containing hundreds of records. The company said the model was attempting to complete assigned tasks, not actively breaking constraints or pursuing independent goals. Belshe's challenge involves Bitgo's institutional custody platform, which uses multi-signature or multi-party computation technology to distribute signing authority across multiple independent keys. As of August 2, Anthropic had not publicly responded to the challenge.
: Multiple market analysts have stated that after the US joined Japan in intervening in the yen, shorting the yen now carries higher risks.Analysts pointed out that the joint US-Japan action has enhanced the credibility of the authorities' efforts to stabilize the yen, making it more difficult for the market to persistently bet against the currency. However, relying solely on currency intervention is unlikely to change long-term trends. Sustained yen strength will still require fundamental support, such as further policy tightening by the Bank of Japan, a decline in US yields, or an improvement in Japan's fiscal outlook. Some analysts believe that a stronger yen could put pressure on Japan's export-dependent companies and stock market, while if the intervention falls short of expectations, it could also raise concerns about further yen depreciation. (Bloomberg)
Odaily News: In the Coldcard security incident involving hardware wallet company Coinkite, the amount of stolen bitcoin has risen to approximately 1,359.882 BTC. According to statistics from the Coldcard Sweep Watch dashboard, most of the identified bitcoin remains in a small number of addresses controlled by the attacker. On August 1, one of the attacker's holding addresses received a transaction containing an OP_RETURN message. The message publicly offered a 10% fee for "washing" bitcoin, KYC assistance, and withdrawal services for stolen funds, along with a Telegram contact. Coinkite has released an urgent firmware update to fix the weak random number generation issue that caused the original vulnerability. The company stated that the new firmware only protects wallets created in the future and cannot fix seeds already generated on affected versions. Some users have reported that after installing the update, their devices remain stuck on an error screen, fail to boot, or appear bricked. This mainly affects Mk4 and Q devices, though some Mk3 users have also reported similar issues. As of August 2, Coinkite has not publicly confirmed a widespread firmware defect.
Odaily News: Coinkite, the company behind hardware wallet Coldcard, may face legal action from users who collectively lost over 1,300 BTC — valued at more than $88 million — due to a vulnerability in the mnemonic generator of certain models. Thomas Braziel, founder and managing partner of 117 Partners, is investigating product liability claims and potential class action lawsuits against Coinkite, while coordinating efforts to collect information from victims worldwide. Brazilian Bitcoin advocate Felipe Ojeda has filed a police report and will file a complaint against the company in Brazil. Cris Carrascosa, CEO of ATH21, stated that Coinkite does not assume custodial responsibility for user funds tied to its products, and any lawsuit would need to prove that Coldcard could have foreseen the attack. Ana Ojeda, head of institutional business development at Blend, noted that victims do not have an automatic right to full recovery of funds, but an investigation into liability issues can be pursued.
Odaily News: HyperliquidNews announced on X that the 7-day (168-hour) TWAP orders went live at 09:00 UTC on August 1.
On August 2, Strategy Executive Chairman Michael Saylor posted "Bitcoin Drive engaged" along with a chart tracking the company's Bitcoin reserves. The chart shows that Strategy holds 843,775 BTC, with a market value of approximately $53.25 billion, an average cost of $75,653 per coin, and an unrealized loss of $10.58 billion. Strategy's real-time ledger shows that the company has had a total of 116 disclosed treasury events, purchasing 843,775 BTC for approximately $63.69 billion, at an average price of $75,476 per coin. The ledger also shows that Strategy recently sold a total of 3,588 BTC in two transactions—1,363 and 2,225 coins respectively—reducing its holdings from 847,363 to 843,775 BTC. Strategy disclosed in an SEC filing that the BTC sales were used to pay preferred stock distributions and replenish dollar reserves. Recent disclosures also show that the company did not purchase BTC during the week ending July 26, and increased its dollar reserves to approximately $3.75 billion, enough to cover about 2.1 years of preferred stock dividends and debt interest.
Odaily News, "White-Haired Stock God" Serenity stated that Lumentum CEO Michael Hurlston has issued a warning that the indium phosphide (InP) laser supply chain for AI data centers is facing a more severe supply gap than memory chips. Even with Lumentum's five InP wafer fabs, product shipments could still fall more than 30% short of customer demand, indicating that AI infrastructure expansion is encountering a critical bottleneck in key optical communication components.Serenity pointed out that current supply pressure is mainly concentrated in the EML (electro-absorption modulated laser) segment, but the InP laser shortage could continue to spread. He remains bullish on the "bottleneck investment" opportunities in the optical communication laser supply chain, keeping an eye on companies including Applied Optoelectronics (AAOI), Sivers Semiconductors (SIVE), Lumentum (LITE), and Coherent (COHR). As AI data center capital expenditures continue to rise, optical modules, lasers, and other infrastructure segments that were previously undervalued by the market are now undergoing repricing, and the InP laser supply bottleneck could become a key limiting factor in the expansion of AI computing power.
Odaily News: Michael Saylor, founder and Executive Chairman of the bitcoin treasury company Strategy, has once again published Bitcoin Tracker-related information. Based on previous patterns, Strategy typically discloses changes in its bitcoin holdings the day after such announcements.
Odaily News, Tom Lee, Chairman of Bitmine, an Ethereum treasury company, said in a post on X that an increasing number of public institutions and major organizations have stepped forward to support the CLARITY Act. If the Act fails to pass smoothly, the U.S. could lose its leading edge in the digital finance sector and cede dominance to other countries. He also expressed that, as Ethereum marks its 11th anniversary, he looks forward to "exponential progress" for Ethereum over the next 11 years, continuing to drive growth in the digital asset and blockchain ecosystem.