News linked to this event type.
Market research firm The Kobeissi Letter indicates that on-chain investors are accelerating their allocation to tokenized U.S. Treasuries. Data shows the total market value of on-chain U.S. Treasury funds has risen to a historic high, reaching $16.2 billion, up approximately 77% from the beginning of the year. Kobeissi stated that the growth is primarily driven by investors seeking on-chain yield opportunities. An increasing number of users are using tokenized U.S. Treasuries as collateral to borrow stablecoins and deploying funds into DeFi strategies to capture additional yield. Some on-chain platforms support looping operations through lending mechanisms, where users repeatedly collateralize assets, borrow stablecoins, and redeploy capital. In some cases, this can boost the annual percentage yield to over 10%.
Odaily News: NVIDIA CEO Jensen Huang announced on X that the company is launching Alpamayo 2 Super, a cutting-edge open reasoning model designed for the autonomous driving sector. He stated that the next phase of AI development will shift focus from software intelligence to robotics, and autonomous vehicles will become a key gateway to the era of robotics.Huang noted that Alpamayo 2 Super can not only "see" the road environment but also understand and reason about complex scenarios, thinking before taking action. It can serve as the core AI model for robotaxis, autonomous trucks, shuttle buses, delivery vehicles, agricultural robots, and future large-scale mobile robot systems.It is reported that NVIDIA is making the model available for commercial use under the OpenMDW-1.1 license, allowing developers and enterprises to research, fine-tune, and deploy it. Huang stated that open models will help enhance the safety and reliability of autonomous driving systems.
Galaxy Digital Head of Research Alex Thorn stated that based on new victim reports received following the incident, the number of attackers exploiting the Coldcard vulnerability has reached at least 15.Thorn noted that information provided by victims helped the research team uncover previously unidentified attack activity. Unlike thefts from centralized exchanges, correlations between the attackers in this vulnerability exploit require confirmation through on-chain analysis and victim feedback.He added that a single victim reporting less than 1 BTC stolen helped the team discover a previously unknown attack, which siphoned approximately 12 BTC from 126 addresses.According to Galaxy Research's earlier estimates, the Coldcard vulnerability has led to at least three rounds of attacks, with losses amounting to approximately $100 million in BTC. Additionally, Galaxy has identified a suspected fourth round of attacks, which could bring total losses to approximately $130 million.Meanwhile, the incident has also sparked discussions regarding the security of Bitcoin self-custody. Dragonfly Managing Partner Haseeb Qureshi stated that "AI security hardening costing around $2" could potentially have prevented this vulnerability, and noted that some AI models were able to rediscover related vulnerabilities within a relatively short timeframe. However, industry insiders pointed out that current claims about the speed of AI discovering vulnerabilities lack rigorous blind testing and verification.Researchers believe that as AI model capabilities improve, the costs of vulnerability discovery and attacks in the crypto industry may continue to decline, requiring wallet developers to further strengthen code audits and security protections. (Cointelegraph)
Odaily News: Michael Saylor stated on the X platform that at block height 961,022, BIP-110 received 38 signals, accounting for 2.70%, making its 55% voluntary threshold unreachable. At block height 961,632, BIP-110 nodes will reject blocks that do not emit signals. Unless major miners change their stance, Bitcoin will continue to operate normally, while BIP-110 will stall or fork into an insignificant state. Its supporters should stop pushing forward.
Odaily News: Blackstone Inc. is in preliminary discussions with investors to evaluate the feasibility of raising a second massive debt financing round for Anthropic, aimed at supporting its plan to procure Google AI chips.This financing plan reflects how AI companies are leveraging large-scale capital operations to secure computing resources. As demand for large model training and inference continues to grow, AI firms are seeking new financing methods to support the construction of expensive computing infrastructure. Sources familiar with the matter have revealed that a preliminary proposal previously put forward by Blackstone is valued at least $36 billion. The size and structure of the financing, as well as whether Blackstone will ultimately lead the deal, remain under discussion, and details may still change. (Bloomberg)
1confirmation founder Nick Tomaino posted data revealing that over the past month, Polymarket's website traffic reached 43.1 million visits (according to Similarweb data), surpassing the combined total of FanDuel, DraftKings, and Kalshi, and has become one of the most visited fintech applications globally. Nick Tomaino believes that the core reason for Polymarket's growth is not marketing investment, but rather its value primarily as a "source of information," where users hope to better understand the real world through prediction markets. Polymarket currently dominates the on-chain prediction market sector; the transparency and global accessibility brought by the on-chain architecture are key to achieving the long-term goal of "better information and more truth." However, Polymarket's U.S. application is still in the early stages, but the product and business model are gradually maturing and beginning to enter an accelerated execution phase.
Odaily News: Lookonchain posted on the X platform that as of August 4: Bitcoin ETFs saw a net inflow of 1,600 BTC (approximately $102 million) on the day, and a 7-day net inflow of 1,241 BTC (approximately $79.36 million). Ethereum ETFs recorded a net outflow of 6,558 ETH (approximately $12.27 million) on the day, and a 7-day net outflow of 16,300 ETH (approximately $30.44 million).
According to CoinDesk, U.S. Senator Hagerty publicly called on the Senate to pass the CLARITY Act as soon as possible, emphasizing that "the U.S. must not fall behind in the digital asset space." Supporters argue that regulatory clarity is key to retaining builders and capital in the crypto industry; otherwise, there will continue to be a risk of talent and capital outflow to other jurisdictions. The next Senate vote is regarded as a critical milestone for the crypto industry.
Bybit adds 3 new US stock perpetual contracts today: Bank of America (BACUSDT), CleanSpark (CLSKUSDT), and Reddit (RDDTUSDT), supporting up to 25x leverage. Enjoy a limited-time fee promotion during the listing period: 0% fee rate for limit orders, 50% off for market orders.
According to TechCrunch, Apple Inc. has formally applied for a preliminary injunction against OpenAI, requiring it to stop developing AI devices and related products based on Apple technology. Apple's latest investigation shows that, in addition to Senior Systems Engineer Chang Liu and Chief Hardware Officer Tang Yew Tan named in the previous complaint, another 11 former Apple employees may be involved in trade secret theft, with some having privately retained work equipment issued by Apple upon departure. Apple has simultaneously applied for an expedited discovery process, involving parties including OpenAI, its foundation, and the device startup io co-founded by Jony Ive. In response, OpenAI publicly stated that Apple's allegations are "based on misinformation and completely unnecessary," and counterclaimed that Apple has security procedure vulnerabilities, resulting in former employees still being able to access its internal systems.
Odaily News: Apple has limited the number of vulnerability reports a single researcher can submit at one time because its security team has received a large number of submissions generated by AI, many of which do not actually contain real flaws. Apple stated that researchers can request a higher limit at any time, and the company is also using AI internally to triage submissions.Bynario, a Milan-based cybersecurity startup, said it used OpenAI's ChatGPT to discover more than 50 vulnerabilities in the latest version of macOS within three weeks, including a privilege escalation chain that could give attackers full control of a Mac device.Bynario stated that it was unable to report this vulnerability because Apple had already rejected further submissions. Bynario CEO Alfredo Pesoli estimated the vulnerability's value on the criminal market at $100,000 to $200,000. Apple said it has reached out to the company and reviewed its work. In June, Apple added a submission cap and a 30-day cooldown period to its security portal. In a recent security update, Apple listed vulnerabilities discovered with the assistance of Anthropic and OpenAI software, with the number of fixes approximately five times that of a normal cycle. (Decrypt)
According to official news, Monad announced that the inaugural Open Summit will be held in Singapore on October 6. The summit will take place on the eve of the Singapore Token2049 conference. The Monad Foundation will bring together founders, developers, venture capitalists, and institutions in Singapore to share with the public the on-chain economic development marking the first anniversary of Monad's mainnet launch. Monad is a dynamic economic ecosystem composed of approximately 200 validator nodes spread across more than 30 countries/regions, supporting over 150 applications covering payments, real-world assets, trading, and many other fields. As the theme of this summit, Open represents the multiple core principles of Monad's open finance: Open Access: Permissionless, no gatekeepers Open Market: Fair, anti-MEV infrastructure designed to create a level playing field Open Source: Free developer tools available for anyone to use Open to Everyone: Accessible to all According to details, Open Summit tickets also include admission to the Open official celebration party Burning Mon. Users can currently access the event page to reserve and purchase.
According to DeFiLlama's latest "Tokenized Stock Research Report", tokenized stocks are becoming one of the fastest-growing sectors, with active market cap increasing from $814 million at the beginning of the year to $1.976 billion, a growth of over 140%. The report conducted a comparative analysis of the stock product architecture, market trading data, and liquidity performance of mainstream platforms including Binance, Bitget, Kraken, Bybit, Hyperliquid, and Ondo Finance. Data shows that in liquidity benchmark tests for the five stock spot markets of MSTR, SPY, QQQ, CRCL, and NVDA, Bitget's stock token rToken had a median bid-ask spread of only 0.83 basis points and maintained the deepest order book liquidity across all sample markets. In execution benchmark tests covering 36 stock perpetual contracts and 8 metal and commodity perpetual contracts, Bitget maintained a leading position in depth across approximately 90% of trading pairs. DeFiLlama noted that as the tokenized stock market continues to mature, liquidity and trade execution quality are becoming key differentiating factors in platform competition. With lower trading costs and deeper order books, Bitget provides a more efficient trading experience for institutional and retail users.
Odaily News: Bonk Guy posted on the X platform, stating that he had made major mistakes due to blindly staying loyal to his holdings and the community. During the last cycle, in pursuit of social influence, he gave back all of his eight-figure gains, and when the market turned, community members not only failed to support him but mocked him instead.Bonk Guy said he will not make the same mistake this cycle. He believes social influence is merely a fleeting vanity metric, and when the market reverses, communities can easily turn their backs on participants.He advises investors to stay loyal to their own interests, rather than to their holdings or any community, and to continuously take profits on any token within the bounds of legality, compliance, and ethics.
Odaily News: Ethereum infrastructure company Blockspace announced its establishment, aiming to improve Ethereum's off-protocol infrastructure and facilitate more global applications' access to Ethereum blockspace.Blockspace stated that Ethereum's core business is providing blockspace. Currently, over 90% of global Ethereum blockspace traffic relies on infrastructure outside the protocol, which still has gaps in economic models, reliability, performance, and service capabilities. Blockspace recently completed a funding round led by BlueYard Capital, with participation from ether.fi Ventures, Quasar, SharpLink Gaming, and other institutions.Blockspace stated that it will collaborate with the Blockspace Forum and the broader Ethereum community in the future to accelerate the development of off-protocol infrastructure in Ethereum's transaction process. Its business model relies entirely on ETH. The company will operate and support Ethereum infrastructure, including staking operations, earning transaction fee rewards from blocks generated by its staked ETH, and then reinvesting the proceeds into staking.
According to CoinDesk, BNY Mellon (The Bank of New York Mellon) announced a partnership with crypto financial services company Galaxy (GLXY), planning to add staking functionality to its digital asset custody platform. Institutional clients will be able to stake digital assets in custody directly through the BNY platform without needing to transfer tokens to third-party service providers. The service is pending regulatory approval before officially launching. Galaxy will be responsible for providing staking infrastructure and will participate in platform expansion as a design partner.
Odaily News: Global remittance giant Western Union has announced the official launch of Stablecard, built on Rain's stablecoin infrastructure. Users can directly receive USDPT, a stablecoin issued by Western Union and minted on Solana via Anchorage Digital Bank, and spend instantly at Visa-accepting merchants worldwide through the integrated Visa card, or choose to withdraw cash. Stablecard initially covers 37 markets, with Western Union planning to expand to over 60 markets by the end of the year. The company stated that stablecoins will help reduce upfront capital requirements for cross-border remittances, improve capital efficiency, and support the launch of additional digital financial services.
Odaily News: Bitdeer announced that its subsidiary Tydal Data Center AS has signed a 16-year data center hosting and services agreement with Volta Tydal AS, which will provide 121 MW of IT load capacity (approximately 133 MW total power) at the Tydal AI/HPC campus in Norway, all to be deployed with NVIDIA GPUs to serve a leading AI laboratory. The total expected contract payments during the base term are approximately $4.7 billion, with an 8-year renewal option attached, bringing the potential total contract value after renewal to approximately $8 billion. (Stocktitan)
According to official announcements, Ondo's tokenized U.S. Treasury yield note USDY (U.S. Dollar Yield Token) has now officially launched on BNB Chain, supporting instant minting/redemption and cross-chain bridging functionality. As a leading permissionless tokenized U.S. Treasury product, USDY's launch on BNB Chain, one of the largest and most active public chain ecosystems globally, marks the first time institutional-grade yield assets are accessible directly without permission. This launch is a significant step in USDY's multi-chain expansion, bringing yield-bearing USD asset exposure to millions of users and AI agents within BNB Chain's deep DeFi ecosystem, and achieving a dual improvement in capital efficiency and transaction speed through instant minting and redemption mechanisms. Users no longer need to bridge from other chains to directly hold yield assets backed by U.S. Treasuries within the BNB Chain native environment; for developers, USDY can also serve as high-quality collateral in on-chain lending, trading, and liquidity protocols, seamlessly integrating with BNB Chain native applications.
According to Bloomberg, AI cloud infrastructure company Volta Infra Holdings announced the completion of $300 million in venture financing, achieving a valuation of $2.4 billion, co-led by Andreessen Horowitz and Altimeter Capital, with participation from NVIDIA and Michael Dell, founder of Dell Technologies. Additionally, Volta secured support from a $5 billion customer financing pool designed to help small and medium-sized AI enterprises lower the barrier to purchasing NVIDIA high-end chips. The company also disclosed it has signed a $10 billion, six-year cloud computing service contract with an unnamed leading AI developer. The contract will be fulfilled in partnership with Bitdeer, delivered via its 133 MW data center in Norway. Volta was co-founded earlier this year by former Brookfield Asset Management infrastructure executives Ricard Boada and Sofia Gumuzio. It has currently secured 1 GW of data center power resources and plans to develop new sites in Texas and Wyoming, aiming to deploy multi-gigawatt compute capacity before 2030.