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Project Overview
Future is a Bitcoin treasury company headquartered in Zurich, Switzerland, dedicated to bridging Bitcoin with the traditional financial system to enable institutional-grade Bitcoin asset management and investment strategies.
CoreWeave and Nebius Earnings Reveal AI Cloud Computing Trends: Supply Shortage Persists, CSPs Move Toward "AI Infrastructure Operating Systems"
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Whale "First Set Ten Big Goals": It Will Become Increasingly Rare to See Bitcoin Below $60,000 in the Future
the whale "First Set Ten Big Goals" posted on platform X, stating that after closing their short position, they quickly re-established a long position because their medium-to-long-term outlook has not changed. They believe the key demarcation zone of the previous bull market was around $60,000, and currently, the mainstream mining cost for Bitcoin is roughly concentrated in the $50,000 to $60,000 range. Last month, Bitcoin quickly recovered after dipping to a low of $58,000, validating the support level in this area. They believe that, barring systemic risks or major fundamental changes, the risk-reward ratio of continuing to short at the current level is not favorable. After Bitcoin completed its consolidation and hand-changing in the $58,000 to $63,000 range, it finished its correction and firmly re-established support around $66,000. The market now has the conditions for further upward movement, and they do not rule out the possibility of a strong bullish candle pushing Bitcoin past $72,000.They also stated that the current valuation of the US stock market, especially the AI-related sectors, is relatively high, which could lead to increased volatility in the future. Furthermore, the correlation between Bitcoin and US stocks has significantly decreased compared to previous cycles. With continued institutional capital inflows and the strengthening of Bitcoin's asset attributes, Bitcoin is gradually forging its own independent market trend..
U.S. and UK Treasuries Release Joint Statement and Recommendations to Promote Stablecoin Innovation
The U.S. Department of the Treasury and the UK's His Majesty's Treasury have issued a joint statement and recommendations as part of the "Transatlantic Working Group for Future Markets." The working group recommends that the Bank of England, the FCA, along with the U.S. CFTC and SEC, develop regulatory frameworks for tokenized assets while requiring the FCA and SEC to explore measures to facilitate cross-border financing. In terms of specific recommendations, both the U.S. and UK propose: supporting the development of stablecoins, tokenized deposits, and similar digital assets; promoting market competition and innovation; and establishing higher standards for asset custody, reserve segregation, and consumer protection. (The Block)
IMF: The Future of Tokenization Depends on Policy Choices; Three Types of Settlement Assets Including Stablecoins May Coexist
Odaily, Tobias Adrian, Director of the Monetary and Capital Markets Department at the International Monetary Fund (IMF), stated that as assets migrate to shared digital ledgers, policy choices regarding the monetary system, market infrastructure, and legal frameworks will determine whether tokenization strengthens the integration of the financial system or leads to further fragmentation.The tokenized economy is forming three types of settlement assets: tokenized bank deposits, stablecoins, and tokenized central bank reserves. Tokenization is not just about faster payments or programmable assets; it involves migrating financial assets and liabilities to a unified ledger, compressing execution, clearing, and settlement into a synchronized process driven by software. This shift may also transfer risks from the balance sheets of traditional intermediaries to platforms, code, and infrastructure providers. (The Block)
Multiple law enforcement agencies jointly oppose key provisions of the Clarity Act; negotiations continue
According to Crypto in America, the National District Attorneys Association, the National Association of Assistant U.S. Attorneys, the International Association of Chiefs of Police, and the National Sheriffs’ Association jointly sent a letter to Acting Attorney General Todd Blanche and Patrick Witt, Executive Director of the White House Crypto Council, expressing strong opposition to Section 604 of the “Clarity Act”—the Blockchain Regulatory Certainty Act (BRCA). Law enforcement groups argue that this provision could create regulatory loopholes exploitable by criminals for illicit activities including drug trafficking, fraud, child exploitation, sanctions evasion, and terrorist financing. Meanwhile, cryptocurrency-backed candidates achieved sweeping victories in primary elections across Maryland, New York, and Utah. Fairshake—a pro-crypto super PAC—has collectively spent over $7.6 million supporting these candidates, including $5.5 million backing Adrian Boafo, the candidate for Maryland’s 5th congressional district. Miller Whitehouse-Levine, founder of the Solana Policy Institute, warned that August 7, 2026, may be the final window for Congress to pass cryptocurrency market structure legislation. He stated that the industry is willing to make limited revisions to the BRCA provisions to address law enforcement concerns—but firmly opposes any fundamental changes that would weaken the core protections enshrined in the provision. Additionally, the House Financial Services Committee held a hearing on “The Future of Payments” the same day.
Ripple Chief Legal Officer: September 15 Will Be a Key Indicator for the Future of the Clarity Act
Odaily News, Ripple Chief Legal Officer Stuart Alderoty stated that September 15 will be a key date for determining whether the U.S. "Clarity Act" crypto market structure bill can continue to advance.Alderoty said at the Wyoming Blockchain Symposium 2026 that the Senate will hold its first procedural motion on September 15, namely whether to enter deliberation. The motion requires 60 votes of support to open the door for the bill's subsequent progress. He noted that this day will serve as a "barometer" for judging whether the Clarity Act can still move forward in Congress.Alderoty also serves as Chairman of the National Crypto Association. He stated that even if market structure legislation hits a roadblock, both the SEC and CFTC have publicly stated that they will continue to advance crypto regulatory rulemaking.He believes that the two regulatory agencies' closer coordination in recent times is a positive signal. In the past, the SEC and CFTC did not always work collaboratively, but now both sides are engaging in closer cooperation around crypto asset regulation.However, Alderoty emphasized that what the industry most hopes to see remains congressional legislation, because legislation is more stable than mere regulatory rules and harder to overturn. He stated that regardless of the outcome, the U.S. will see crypto regulation; the difference lies in whether the framework is established through a more enduring congressional bill or advanced by regulators acting alone.
US and UK Regulators Reaffirm Support for Stablecoin and Tokenization Regulatory Cooperation
Odaily News – Regulators from the United States and the United Kingdom, at the 13th US-UK Financial Regulatory Working Group meeting held in London on July 8, reaffirmed their commitment to strengthening financial regulatory cooperation. The two sides discussed stablecoin regulation, the US digital asset market structure, tokenization, and the UK's digital strategy for the wholesale financial market. A joint statement released on August 4 showed that US officials briefed the UK side on the progress of the GENIUS Act implementation and work related to the digital asset market structure. Participants also discussed payment modernization and the G20 cross-border payments roadmap, which aims to improve cross-border payments. The meeting did not yield new policy measures. Both sides stated that they would coordinate regulation in key areas of the digital asset industry and support responsible digital asset innovation within the framework of financial stability and international regulatory cooperation. On July 14, the Transatlantic Taskforce for Markets of the Future, a joint US-UK initiative focused on financial innovation and capital market cooperation, released preliminary recommendations and simultaneously issued a joint statement on stablecoins. The two governments stated that these measures would lay the foundation for continued cooperation between the US and the UK in the digital asset and capital market sectors.
Michael Saylor: Not Forced to Sell Bitcoin Due to Losses, Will Continue to Be a Net Buyer in the Future
: Michael Saylor posted on X platform that the company announced its BTC monetization plan on June 29, which was earlier than the release of its second-quarter earnings, and it was not introduced after incurring losses.He stated that the company has never adopted a policy of "never selling Bitcoin," and the BTC monetization plan does not necessarily mean the company must sell Bitcoin. The company expects to continue being a net buyer of Bitcoin in the future.
South Korea's Financial Services Commission plans to further raise the threshold for single-stock leveraged products; retail investors may be prohibited from participating
According to the Seoul Economic Daily, Korea Financial Services Commission (FSC) Chairman Lee Bok-hyun stated that regulatory authorities are studying a proposal to further raise the investment threshold for single-stock leveraged products. Future restrictions on investment qualifications cannot be ruled out; retail investors may be prohibited from participating, with access limited to professional investors only.
Coinbase Singapore Office Opens, Plans to Increase Local Staff to Around 200 by End of 2026
: Hassan Ahmed, Head of Coinbase Singapore, stated that the company plans to increase its Singapore workforce from the current approximately 150 employees to around 200 by the end of 2026. Future hiring priorities will focus on positions in engineering, customer service, client relationship management, and institutional sales. On the same day, Coinbase officially inaugurated its Singapore office located at One Raffles Quay. Hassan Ahmed said that Singapore is "one of the world's most trusted financial hubs and one of Coinbase's fastest-growing international markets." He noted that the new office reflects the company's long-term confidence in Singapore as a strategic hub for innovation, talent, and responsible growth in the Asia-Pacific region. It will also help the company collaborate more closely with local regulators, continue investing in talent, and further expand its partnerships.
Cross-chain protocol Allbridge confirms $1.65 million loss from liquidity pool and plans to deprecate old architecture
the cross-chain protocol Allbridge has issued an official statement confirming that an attacker has withdrawn approximately $1.65 million in assets from the Allbridge Core liquidity pool. A detailed analysis of the incident is currently being compiled, and the full investigation results will be published subsequently. The team emphasizes that there is no further risk to current user liquidity and that the Allbridge Next service is operating normally.In response to this incident, Allbridge plans to relaunch the Core version but will remove the liquidity pool design. Future cross-chain transfers will be facilitated via Circle CCTP and the LayerZero router to eliminate the risk of liquidity pool imbalance and the model vulnerabilities exploited in this attack. This incident has accelerated the previously initiated migration plan to fully transition to the more secure new infrastructure, Allbridge Next. According to the plan, Allbridge Core and Allbridge Classic will cease operations in their current form within the next three months, and users are advised to withdraw their relevant liquidity in advance.It is understood that this attack has exposed the risks inherent in the traditional cross-chain liquidity pool model and has further driven the protocol's transition towards a cross-chain architecture based on message passing and native asset transfer.
CoreWeave and Nebius Earnings Reveal AI Cloud Computing Trends: Supply Shortage Persists, CSPs Move Toward "AI Infrastructure Operating Systems"
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Whale "First Set Ten Big Goals": It Will Become Increasingly Rare to See Bitcoin Below $60,000 in the Future
the whale "First Set Ten Big Goals" posted on platform X, stating that after closing their short position, they quickly re-established a long position because their medium-to-long-term outlook has not changed. They believe the key demarcation zone of the previous bull market was around $60,000, and currently, the mainstream mining cost for Bitcoin is roughly concentrated in the $50,000 to $60,000 range. Last month, Bitcoin quickly recovered after dipping to a low of $58,000, validating the support level in this area. They believe that, barring systemic risks or major fundamental changes, the risk-reward ratio of continuing to short at the current level is not favorable. After Bitcoin completed its consolidation and hand-changing in the $58,000 to $63,000 range, it finished its correction and firmly re-established support around $66,000. The market now has the conditions for further upward movement, and they do not rule out the possibility of a strong bullish candle pushing Bitcoin past $72,000.They also stated that the current valuation of the US stock market, especially the AI-related sectors, is relatively high, which could lead to increased volatility in the future. Furthermore, the correlation between Bitcoin and US stocks has significantly decreased compared to previous cycles. With continued institutional capital inflows and the strengthening of Bitcoin's asset attributes, Bitcoin is gradually forging its own independent market trend..
Goldfinch Community Proposal for Operational Maintenance and Orderly Shutdown of Goldfinch Prime
The Goldfinch community has approved GIP-87, initiating the orderly shutdown of Goldfinch Prime and transitioning Goldfinch into “maintenance mode.” Future efforts will focus primarily on recovering funds from legacy lending pools, ensuring users can continue to claim repayments through historical applications, and completing foundation-related operational and administrative wind-down activities.
Grayscale: Strategy’s Bitcoin Sales Amplify Market Volatility, Future Accumulation Capacity May Be Limited
Zach Pandl, Head of Research at Grayscale Research, stated that the market experienced a new wave of volatility following Strategy's disclosure on June 1st of selling 32 Bitcoin. Although the sale is negligible compared to its holdings of approximately 840,000 Bitcoin (worth about $55 billion), this rare reduction move still impacted market sentiment.Pandl pointed out that the more noteworthy development is the performance of Strategy’s Variable Rate Preferred Stock STRC (Stretch). The product has a design target price of around $100 and currently offers a dividend yield of 11.5%. When the stock price falls below $100, it indicates that investors are demanding a higher rate of return, which may force the company to increase dividend levels. This would increase future cash flow pressure and potentially compel it to sell more Bitcoin for fundraising, further weighing on BTC prices. Strategy's leveraged Bitcoin reserve model is facing challenges. At current STRC and MSTR share price levels, the company's ability to continue large-scale Bitcoin accumulation may be constrained.However, Pandl noted that in the long term, the migration of Bitcoin holdings from highly leveraged digital asset reserve companies to more diversified corporate balance sheets will help enhance market resilience and improve Bitcoin's long-term value support. He expects Bitcoin to resume its upward trend in the coming months, but its near-term performance may lag behind crypto asset sectors that benefit more directly from regulatory clarity.
Uniswap Founder Responds to Bankless Co-founder Dumping ETH: "ETH is Money" Is the Correct Narrative
Odaily Odaily reports: In response to Bankless founder David Hoffman's liquidation of his ETH holdings, Uniswap founder Hayden Adams posted a reply on platform X, stating that “ETH is Money” is the correct narrative, though perhaps misunderstood by most.Hayden Adams indicated that in the future, all assets will be tokenized, people will hold the assets they value most, and the most decentralized monetary system will manifest as “an infinite number of forms of money competing with each other.”He believes that with a low-cost, high-efficiency, 24/7 asset exchange system in place, a single unit of account is not necessary. At the same time, he stated that Uniswap, built on Ethereum, is “the best decentralized monetary system,” and that it is still in its early stages.Recommended reading: Bankless Co-founder's Confession on Liquidating ETH: Ethereum Did the Right Things, but “ETH is Money” Has No Future.
Cross-chain protocol Allbridge confirms $1.65 million loss from liquidity pool and plans to deprecate old architecture
the cross-chain protocol Allbridge has issued an official statement confirming that an attacker has withdrawn approximately $1.65 million in assets from the Allbridge Core liquidity pool. A detailed analysis of the incident is currently being compiled, and the full investigation results will be published subsequently. The team emphasizes that there is no further risk to current user liquidity and that the Allbridge Next service is operating normally.In response to this incident, Allbridge plans to relaunch the Core version but will remove the liquidity pool design. Future cross-chain transfers will be facilitated via Circle CCTP and the LayerZero router to eliminate the risk of liquidity pool imbalance and the model vulnerabilities exploited in this attack. This incident has accelerated the previously initiated migration plan to fully transition to the more secure new infrastructure, Allbridge Next. According to the plan, Allbridge Core and Allbridge Classic will cease operations in their current form within the next three months, and users are advised to withdraw their relevant liquidity in advance.It is understood that this attack has exposed the risks inherent in the traditional cross-chain liquidity pool model and has further driven the protocol's transition towards a cross-chain architecture based on message passing and native asset transfer.
Multiple law enforcement agencies jointly oppose key provisions of the Clarity Act; negotiations continue
According to Crypto in America, the National District Attorneys Association, the National Association of Assistant U.S. Attorneys, the International Association of Chiefs of Police, and the National Sheriffs’ Association jointly sent a letter to Acting Attorney General Todd Blanche and Patrick Witt, Executive Director of the White House Crypto Council, expressing strong opposition to Section 604 of the “Clarity Act”—the Blockchain Regulatory Certainty Act (BRCA). Law enforcement groups argue that this provision could create regulatory loopholes exploitable by criminals for illicit activities including drug trafficking, fraud, child exploitation, sanctions evasion, and terrorist financing. Meanwhile, cryptocurrency-backed candidates achieved sweeping victories in primary elections across Maryland, New York, and Utah. Fairshake—a pro-crypto super PAC—has collectively spent over $7.6 million supporting these candidates, including $5.5 million backing Adrian Boafo, the candidate for Maryland’s 5th congressional district. Miller Whitehouse-Levine, founder of the Solana Policy Institute, warned that August 7, 2026, may be the final window for Congress to pass cryptocurrency market structure legislation. He stated that the industry is willing to make limited revisions to the BRCA provisions to address law enforcement concerns—but firmly opposes any fundamental changes that would weaken the core protections enshrined in the provision. Additionally, the House Financial Services Committee held a hearing on “The Future of Payments” the same day.
Analysis: AI Will Accelerate Quantum Computing Threats, Crypto Industry May Enter an Era of Persistent Security Arms Race
multiple blockchain and post-quantum cryptography researchers have warned that artificial intelligence (AI) is accelerating the development of quantum computing and could potentially impact the security systems of mainstream blockchains, including Bitcoin and Ethereum, earlier than anticipated.Alex Pruden, CEO of Project Eleven, a firm focused on quantum-resistant infrastructure, stated that the combination of AI and quantum computing is fundamentally reshaping the future security landscape. "People will no longer be able to rely on existing security assumptions as they have in the past," he said.Researchers point out that AI is already being used to optimize quantum error correction, which is one of the key technical bottlenecks in the development of quantum computing. Illia Polosukhin also noted that AI has been accelerating scientific breakthroughs for years, and in the future, there may even be a circular acceleration effect where "AI helps build the next generation of quantum computers."One of the industry's biggest current concerns is the "Harvest Now, Decrypt Later" strategy, where governments or advanced attackers begin mass-collecting encrypted data now, waiting to decrypt it all at once once quantum computing matures. Polosukhin warned that if quantum computers become viable within a few years, "most of today's important data on the internet could be decrypted in the future."Given that most blockchain networks and internet infrastructure currently rely on elliptic curve cryptography (ECC), a sufficiently powerful quantum computer could theoretically derive a private key from a public key, directly breaking wallets and on-chain systems. Simultaneously, AI itself is strengthening hacking capabilities. Pruden stated that AI models are becoming increasingly adept at discovering software vulnerabilities and cryptography implementation flaws, and may even be able to crack some encryption algorithms directly in the future.However, AI is also being used by developers for code auditing, formal verification, and testing post-quantum security systems, creating a "long-term security arms race" with simultaneous upgrades on both the offensive and defensive sides. Researchers believe the most significant change brought by AI and quantum computing together is that the core assumption of "long-term cryptographic reliability" in the digital age is being challenged. Future security systems may shift from "static upgrades" to continuous dynamic evolution. (CoinDesk)
Bitcoin Developers Propose BIP-361 to Counter Future Potential Quantum Attack Risks
Odaily News Bitcoin contributor Jameson Loop and other cryptographers have proposed an initiative that could force Bitcoin holders to migrate their tokens to new quantum-resistant addresses, otherwise their tokens would be permanently frozen by the network itself. In this scenario, holders would technically still "own" the coins but would lose the ability to transfer them. This is known as Bitcoin Improvement Proposal BIP-361, which was updated in Bitcoin's official proposal repository on Tuesday under the title "Post-Quantum Migration and Legacy Signature Deprecation".BIP-361 builds upon the BIP-360 proposal introduced in February. BIP-360 introduced a soft fork (a network upgrade) designed to enable a new transaction type called "Pay-to-Merkle-Root" (P2MR). This method draws from Bitcoin's Taproot (P2TR) framework but removes the key-based spending path, thereby eliminating an element widely considered to be at risk in the quantum era.The BIP-361 proposal divides the migration into three phases. Phase A begins three years after activation, prohibiting anyone from sending new Bitcoin to legacy, quantum-vulnerable addresses. You can still spend from these addresses but cannot receive any coins.Phase B begins five years after activation, rendering legacy signatures (ECDSA and Schnorr) completely invalid. The network will reject any attempts to spend coins from quantum-vulnerable wallets. Essentially, your coins will be frozen.Finally, there is Phase C, a still-under-research rescue plan: holders of frozen wallets may be able to prove ownership via zero-knowledge proofs (a method of proving knowledge of a secret without revealing the secret itself). If successful, coins frozen in Phase B could be recovered. (CoinDesk)
Ripple Chief Legal Officer: September 15 Will Be a Key Indicator for the Future of the Clarity Act
Odaily News, Ripple Chief Legal Officer Stuart Alderoty stated that September 15 will be a key date for determining whether the U.S. "Clarity Act" crypto market structure bill can continue to advance.Alderoty said at the Wyoming Blockchain Symposium 2026 that the Senate will hold its first procedural motion on September 15, namely whether to enter deliberation. The motion requires 60 votes of support to open the door for the bill's subsequent progress. He noted that this day will serve as a "barometer" for judging whether the Clarity Act can still move forward in Congress.Alderoty also serves as Chairman of the National Crypto Association. He stated that even if market structure legislation hits a roadblock, both the SEC and CFTC have publicly stated that they will continue to advance crypto regulatory rulemaking.He believes that the two regulatory agencies' closer coordination in recent times is a positive signal. In the past, the SEC and CFTC did not always work collaboratively, but now both sides are engaging in closer cooperation around crypto asset regulation.However, Alderoty emphasized that what the industry most hopes to see remains congressional legislation, because legislation is more stable than mere regulatory rules and harder to overturn. He stated that regardless of the outcome, the U.S. will see crypto regulation; the difference lies in whether the framework is established through a more enduring congressional bill or advanced by regulators acting alone.
CoreWeave and Nebius Earnings Reveal AI Cloud Computing Trends: Supply Shortage Persists, CSPs Move Toward "AI Infrastructure Operating Systems"
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
US and UK Regulators Reaffirm Support for Stablecoin and Tokenization Regulatory Cooperation
Odaily News – Regulators from the United States and the United Kingdom, at the 13th US-UK Financial Regulatory Working Group meeting held in London on July 8, reaffirmed their commitment to strengthening financial regulatory cooperation. The two sides discussed stablecoin regulation, the US digital asset market structure, tokenization, and the UK's digital strategy for the wholesale financial market. A joint statement released on August 4 showed that US officials briefed the UK side on the progress of the GENIUS Act implementation and work related to the digital asset market structure. Participants also discussed payment modernization and the G20 cross-border payments roadmap, which aims to improve cross-border payments. The meeting did not yield new policy measures. Both sides stated that they would coordinate regulation in key areas of the digital asset industry and support responsible digital asset innovation within the framework of financial stability and international regulatory cooperation. On July 14, the Transatlantic Taskforce for Markets of the Future, a joint US-UK initiative focused on financial innovation and capital market cooperation, released preliminary recommendations and simultaneously issued a joint statement on stablecoins. The two governments stated that these measures would lay the foundation for continued cooperation between the US and the UK in the digital asset and capital market sectors.
TokenWorks Opens External FWA Purchases, 50% of Future Protocol Fees to Be Used for Buybacks
Odaily Odaily News: TokenWorks announced on the X platform that the initial distribution phase of Fake World Assets has been completed, and external purchases will officially open at 3:00 PM EST on August 4.Previously, to prevent external capital from affecting the protocol's early development, Fake World Assets only distributed tokens to participants. TokenWorks stated that going forward, the 50% portion of protocol fees originally allocated to TokenWorks will be redirected to a buyback mechanism.Under the new mechanism, tokens repurchased will be distributed proportionally: 70% to buyers, 10% to depositors, and 20% burned. Additionally, the platform will reduce the purchase fee from 5% to 2.5% and increase the depositor bid ratio from 85% to 90%.TokenWorks stated that these parameters will be continuously adjusted based on protocol performance in the future to drive the protocol toward long-term sustainable development.
Analysts Support Strategy Increasing Cash Holdings, Saylor Says No Longer "100% Allocating to Bitcoin" in the Future
Odaily News, Strategy Executive Chairman Michael Saylor said at the company's Q2 earnings call that while the company has previously allocated nearly "100% of its funds to Bitcoin," it may adopt a combined strategy of holding both cash and BTC going forward. He stated, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained their Buy ratings on Strategy following the Q2 earnings call. The two firms believe that the core goal of the company's current management has shifted toward bringing its STRC preferred stock price back to near par value, thereby restoring its ability to function as a financing tool.TD Cowen analyst Lance Vitanza said the most important takeaway from the call was management's strong focus on STRC. Company executives repeatedly emphasized that restoring STRC to par value is the core objective, and noted that despite recent price deviations in the security, institutional adoption continues to rise.Benchmark analyst Mark Palmer holds a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99–$100 range, making it once again the primary engine for the company to raise capital and purchase Bitcoin.
Zuckerberg: Superintelligence Should Empower Everyone, Not Be Concentrated in a Few Institutions
Meta CEO Mark Zuckerberg published a public article titled "The AI Future Is for Everyone" in The Wall Street Journal, outlining his philosophy on the development of superintelligence and advocating that future AI should broadly empower individuals rather than be centrally controlled by a few institutions.
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Ripple Chief Legal Officer: September 15 Will Be a Key Indicator for the Future of the Clarity Act
Odaily News, Ripple Chief Legal Officer Stuart Alderoty stated that September 15 will be a key date for determining whether the U.S. "Clarity Act" crypto market structure bill can continue to advance.Alderoty said at the Wyoming Blockchain Symposium 2026 that the Senate will hold its first procedural motion on September 15, namely whether to enter deliberation. The motion requires 60 votes of support to open the door for the bill's subsequent progress. He noted that this day will serve as a "barometer" for judging whether the Clarity Act can still move forward in Congress.Alderoty also serves as Chairman of the National Crypto Association. He stated that even if market structure legislation hits a roadblock, both the SEC and CFTC have publicly stated that they will continue to advance crypto regulatory rulemaking.He believes that the two regulatory agencies' closer coordination in recent times is a positive signal. In the past, the SEC and CFTC did not always work collaboratively, but now both sides are engaging in closer cooperation around crypto asset regulation.However, Alderoty emphasized that what the industry most hopes to see remains congressional legislation, because legislation is more stable than mere regulatory rules and harder to overturn. He stated that regardless of the outcome, the U.S. will see crypto regulation; the difference lies in whether the framework is established through a more enduring congressional bill or advanced by regulators acting alone.
CoreWeave and Nebius Earnings Reveal AI Cloud Computing Trends: Supply Shortage Persists, CSPs Move Toward "AI Infrastructure Operating Systems"
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
Huobi HTX Launches 13th Anniversary "Resilience Towards the Future" Campaign, Million-Dollar Prize Pool Opens Simultaneously
According to the official announcement, on the occasion of the 13th anniversary of Huobi HTX, the platform will launch the "13th Anniversary Carnival Month — Resilience Meets Future" event from 13:13 on August 13 to 13:13 on September 13 (UTC+8), inviting global users to participate in growth challenges. During the event, users can light up Future Gems by completing designated tasks and unlock anniversary benefits level by level. Grand prizes include a 2,000 USDT Future Exploration Fund, a Singapore TOKEN2049 flight and hotel package, 13th Anniversary High-End Limited Gifts, and more. In addition, Huobi HTX is also simultaneously launching a Million Prize Pool Referral Event, covering trading scenarios such as spot, contracts, and leverage. Users can participate in sharing the rewards by completing designated tasks.
Analysis: AI Infrastructure Triggers the Largest Capital Expenditure Wave in History, with Tech Giants' Future Committed Spending Reaching $2.6 Trillion
Odaily News Market analysis firm The Kobeissi Letter stated that global hyperscale cloud computing enterprises (Hyperscalers) are triggering the largest capital expenditure (CapEx) expansion cycle in history, with total committed spending on future data center leases and equipment procurement reaching approximately $2.6 trillion.The Kobeissi Letter pointed out that the above amount includes data center and power infrastructure lease contracts that have not yet commenced, as well as signed equipment and service procurement agreements. Since a large number of long-term commitments are not directly recorded on corporate balance sheets and are only disclosed to a limited extent in financial report footnotes, the market may be underestimating the true scale of capital investment in AI infrastructure construction.By company, Alphabet (Google) has the largest scale of related commitments, with future procurement commitments of approximately $811 billion and data center lease obligations not yet commenced of approximately $85 billion, totaling approximately $896 billion.In contrast, Oracle's procurement commitments amount to approximately $32 billion, but its data center lease commitments not yet commenced are as high as $260 billion—the highest among related companies—bringing total future capital obligations to approximately $292 billion. AI infrastructure construction has become one of the largest long-term capital investments in corporate history. As demand for AI model training and inference continues to grow, tech giants are securing data centers, power supply, and computing resources in advance to position themselves for future AI competition.
US and UK Regulators Reaffirm Support for Stablecoin and Tokenization Regulatory Cooperation
Odaily News – Regulators from the United States and the United Kingdom, at the 13th US-UK Financial Regulatory Working Group meeting held in London on July 8, reaffirmed their commitment to strengthening financial regulatory cooperation. The two sides discussed stablecoin regulation, the US digital asset market structure, tokenization, and the UK's digital strategy for the wholesale financial market. A joint statement released on August 4 showed that US officials briefed the UK side on the progress of the GENIUS Act implementation and work related to the digital asset market structure. Participants also discussed payment modernization and the G20 cross-border payments roadmap, which aims to improve cross-border payments. The meeting did not yield new policy measures. Both sides stated that they would coordinate regulation in key areas of the digital asset industry and support responsible digital asset innovation within the framework of financial stability and international regulatory cooperation. On July 14, the Transatlantic Taskforce for Markets of the Future, a joint US-UK initiative focused on financial innovation and capital market cooperation, released preliminary recommendations and simultaneously issued a joint statement on stablecoins. The two governments stated that these measures would lay the foundation for continued cooperation between the US and the UK in the digital asset and capital market sectors.
TokenWorks Opens External FWA Purchases, 50% of Future Protocol Fees to Be Used for Buybacks
Odaily Odaily News: TokenWorks announced on the X platform that the initial distribution phase of Fake World Assets has been completed, and external purchases will officially open at 3:00 PM EST on August 4.Previously, to prevent external capital from affecting the protocol's early development, Fake World Assets only distributed tokens to participants. TokenWorks stated that going forward, the 50% portion of protocol fees originally allocated to TokenWorks will be redirected to a buyback mechanism.Under the new mechanism, tokens repurchased will be distributed proportionally: 70% to buyers, 10% to depositors, and 20% burned. Additionally, the platform will reduce the purchase fee from 5% to 2.5% and increase the depositor bid ratio from 85% to 90%.TokenWorks stated that these parameters will be continuously adjusted based on protocol performance in the future to drive the protocol toward long-term sustainable development.