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112 billion USD in funding flowed into regulated crypto enterprises, with payments and stablecoins among the sectors receiving the most investment
Crypto startups completed USD 11.2 billion in funding in the first half of 2026, with all disclosed capital flowing to regulated, licensed enterprises. Payments and stablecoins, prediction markets, exchanges, and trading platforms received the most funding. Major backers include Wall Street and large global financial institutions, whose investment focus is on licensed and compliant companies. Investors and founders increasingly view regulatory licenses as scarce and defensive assets, while retail investors still primarily trade on unlicensed or alternative platforms. (CoinDesk)
Nvidia Partners with Six Major Asset Managers to Drive AI Infrastructure Financing, Aiming to Mobilize Over $500 Billion in Capital
Odaily News Nvidia CEO Jensen Huang announced that the company has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.Huang stated that the AI industry is transitioning from a phase where "enterprises purchase chips and build data centers project by project" to a new stage where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, repeatable construction, and usage by diverse customers.Nvidia noted that AI factories encompass not only GPUs but also high-speed networking, system software, AI frameworks, and the CUDA ecosystem. Built on globally widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. Nvidia will provide the AI factory platform, while the financial institutions will handle long-term capital and financing capabilities.Huang indicated that in some projects, Nvidia may provide up to 25% residual value support, but this will be prudently assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, the independent judgment of institutional investors.He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. Going forward, growing demand for AI computing will create a virtuous cycle where "more compute drives stronger AI, stronger AI generates more revenue, and more revenue further fuels compute demand."
NVIDIA Partners with Six Major Wall Street Institutions to Establish $500 Billion AI Infrastructure Financing Platform
According to CNBC, Nvidia has signed a memorandum of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to jointly establish a financing platform for Nvidia customers, aiming to mobilize over $500 billion in third-party capital for hyperscale data center construction and Nvidia hardware procurement. Nvidia CEO Jensen Huang characterized this as the first time AI chips have become an "investable asset class," stating they possess revenue-generating capabilities, long service lives, and can be transferred across customers, while analogizing compute infrastructure to electricity and the internet. BlackRock CEO Larry Fink defined the project as the "next future of financial engineering" following the securitization of mortgages in the 1970s, and stated that more funds would be raised as soon as possible. Goldman Sachs CEO David Solomon revealed that this collaboration was initiated by Jensen Huang. Currently, some funds have already been raised; the parties will provide financing support for GPUs and data centers through institutional credit, insurance capital, and private capital, helping end users complete AI infrastructure construction without tapping their own balance sheets.
South Korean Stock Market Volatility Triggers "Reverse Capital Migration": Over 24 Trillion Korean Won Flows into Time Deposits at Five Major Banks
According to Korean media Daum, volatility in the South Korean stock market has recently intensified, investor risk appetite has clearly cooled, and funds are flowing back from the stock market to safe-haven assets such as banks. Due to adjustments in the semiconductor sector and stricter regulation on leveraged investment, idle funds in the South Korean stock market are withdrawing rapidly, and the market is exhibiting a phenomenon of "reverse capital migration". Data shows that as of the end of July, the time deposit balance at South Korea's five major banks (KB Kookmin, Shinhan, Hana, Woori, NH Nonghyup) reached 973.49 trillion won, an increase of 24.09 trillion won from the end of the previous month, marking the largest single-month increase this year. Funds related to the stock market also showed significant contraction. According to data from the Korea Financial Investment Association, investor securities account deposits (idle funds for stock trading) reached a historical high of 139.69 trillion won on June 4, but as of July 28, had fallen to 107.20 trillion won, a decrease of over 32 trillion won in less than two months. The balance of credit transaction financing, representing the scale of market margin trading, fell to 33.19 trillion won during the same period, a decrease of about 4.5 trillion won from the peak of 37.72 trillion won set on July 2, a decline of approximately 12%.
Banks "Lurk" in ChangXin Memory Technologies: Equity Appreciation Accounts for 0.3%-10% of the 2025 Revenue of Six Major Banks, Including the "Big Four"
ChangXin Memory Technologies (CXMT) claimed the title of "king of stocks" on its first day of listing on the A-share market, also bringing substantial book-value gains to the five major state-owned banks that indirectly hold shares in the company. It is understood that the five major state-owned banks primarily participated in CXMT's investment through their financial asset investment companies (AICs): Agricultural Bank of China directly holds approximately 0.95% via its subsidiary, ABC Financial Asset Investment, making it the largest investor among the banking AICs; China Construction Bank directly holds about 0.83% through CCB Financial Asset Investment, while also holding additional shares indirectly through CCB International and CCB Leading, bringing its total stake to approximately 1.7% after look-through consolidation, the highest proportion among the five state-owned banks; Industrial and Commercial Bank of China holds approximately 0.64% through ICBC Financial Asset Investment's ICBC Rongjin Investment; Bank of Communications holds about 0.38% through BOCOM Financial; and Bank of China holds approximately 0.38% through BOC Asset.Analysis suggests that banks are likely to place their CXMT equity holdings under FVTPL accounts (financial assets measured at fair value through profit or loss). Assuming the last pre-IPO capital increase price of RMB 2.63 per share as the benchmark, the book values for each bank are approximately RMB 2.46 billion for CCB, RMB 1.5 billion for ABC, RMB 1.01 billion for ICBC, RMB 600 million each for BOC and BOCOM, and RMB 460 million for China Merchants Bank. Under different scenarios simulating CXMT's total market capitalization ranging from RMB 1 trillion to 7 trillion after listing, the equity appreciation portion accounts for approximately 0.3% to 10% of the six banks' 2025 revenues. (Caixin)
Six Major VCs Including Sequoia and a16z Sign MOU with South Korea's National Pension Fund to Boost Investment in AI and Other Strategic Industries
According to Korean media Asiae, six top Silicon Valley VC firms, including Sequoia Capital, a16z, Khosla Ventures, Lightspeed Venture Partners, General Catalyst, and NEA, announced the signing of a strategic investment cooperation memorandum of understanding (MOU) with the South Korean National Pension Service (NPS), planning to jointly explore investment opportunities, share investment information, and strengthen their global venture capital layout. Additionally, with the South Korean government accelerating policies to attract overseas venture capital, coupled with the launch of the 200 trillion won "National Growth Fund," the market expects the Korean venture capital sector to see simultaneous inflows of policy funds, private capital, and overseas capital, with strategic industries such as AI and semiconductors expected to receive more investment. However, industry insiders warn that if a large amount of capital concentrates on a few popular enterprises, it may push up corporate valuations and create bubbles, potentially facing valuation correction pressure during future IPO and M&A exits, affecting fund return rates.
112 billion USD in funding flowed into regulated crypto enterprises, with payments and stablecoins among the sectors receiving the most investment
Crypto startups completed USD 11.2 billion in funding in the first half of 2026, with all disclosed capital flowing to regulated, licensed enterprises. Payments and stablecoins, prediction markets, exchanges, and trading platforms received the most funding. Major backers include Wall Street and large global financial institutions, whose investment focus is on licensed and compliant companies. Investors and founders increasingly view regulatory licenses as scarce and defensive assets, while retail investors still primarily trade on unlicensed or alternative platforms. (CoinDesk)
New York City Council Launches Investigation Into Four Major Prediction Market Platforms
According to The Block, the New York City Council has launched an investigation into four prediction market platforms—Kalshi, Polymarket, Coinbase, and Gemini Titan—alleging they employed "false, deceptive, or abusive" marketing tactics targeting young users. Among them, Polymarket was accused of paying social media creators to film videos placing fake bets on counterfeit websites, an incident first disclosed by The Wall Street Journal in June this year. Additionally, prediction market platforms face insider trading allegations; New York Governor Kathy Hochul signed an executive order in April prohibiting state government employees from using confidential government information to place bets on prediction markets.
UK Parliamentary Crypto and Digital Assets APPG Writes to Major Banks, Demanding Clarification on Crypto Business Accounts and Payment Restrictions
Odaily News: Gurinder Singh Josan, Co-Chair of the UK Parliamentary Crypto and Digital Assets All-Party Parliamentary Group (APPG), along with Lord Vaizey of Didcot, has written to the CEOs of all major UK banks, demanding clarification on how they treat crypto and digital asset businesses. The letter raises six questions covering banks' current policies, whether they provide services to crypto businesses, related transaction restrictions and the factors determining them, and asks whether practices will be adjusted once the Financial Conduct Authority (FCA) regulatory regime takes effect. The group noted that many crypto businesses struggle to open bank accounts in the UK, with some banks also restricting related payments. The letter stems from a parliamentary inquiry into banking service access launched on July 21, with written submissions open until August 31. A January survey by the UK Cryptoasset Business Council estimated that banks block or delay around 40% of transactions to crypto exchanges. HSBC, NatWest, Monzo, and Nationwide cap monthly transfers to crypto exchanges at between £5,000 and £10,000, while Starling and Chase UK prohibit such transfers altogether. UK Treasury Economic Secretary Lucy Rigby stated that the government does not want FCA-licensed firms to face banking restrictions solely because of their industry; the FCA completed related rules in June, with the regime becoming mandatory in October 2027. (Decrypt)
South Korea Strengthens Crypto Asset Regulation: Expands Scope of Major Shareholder Review, Abolishes Million Threshold for Travel Rule
The South Korean State Council approved the Amendment to the Enforcement Decree of the Specific Financial Information Act, expanding the crypto asset Travel Rule from currently applying only to transfers above 1 million KRW to all transfers to prevent splitting transactions to evade regulation. The new regulations also tighten VASP admission, expand the scope of major shareholder review, and add new financial requirements such as a debt ratio not exceeding 200%; transfers with overseas exchanges and personal wallets will be managed differentially according to risk levels, and high-risk transactions may be prohibited. The Travel Rule and related regulations will be implemented six months after publication.
South Korea FSS Upgrades Anti-Fraud System, Crypto Assets Included in Voice Phishing Compensation Coverage
According to Cryptopolitan, South Korea's Financial Supervisory Service (FSS) has launched a three-month fraud refund system reconstruction project with a budget of approximately 119 million Korean won. This upgrade aims to align with the revised "Telecommunications Fraud Damage Compensation Act" amended on March 31 this year—the bill will officially take effect on October 1, formally incorporating virtual assets into the scope of "damaged property" and "refundable property." The new system will support calculating compensation amounts based on token type and quantity, using the Korean won value at the time funds were frozen as a reference benchmark, while also possessing the ability to disentangle mixed fraud funds across multiple accounts. Major exchanges such as Upbit, Bithumb, Coinone, Korbit, and GOPAX will be required to assume anti-fraud and victim relief obligations equivalent to those of banks at that time, including verifying transaction purposes, monitoring suspicious funds, and freezing suspected accounts.
South Korea Considers Relaxing VASP Major Shareholder Screening and Access Rules, Sparking Controversy; Exchange M&A Landscape May Undergo Changes
According to South Korean media NATE, the South Korea Regulatory Rationalization Committee has proposed amendments to the Enforcement Decree of the Specific Financial Transaction Information Act to exclude minor violations from the eligibility restrictions for major shareholders of Virtual Asset Service Providers (VASPs), sparking market discussions on exchange M&A, new business entry, and regulatory fairness. This relaxation proposal also involves issues regarding the boundaries of authority under the Enforcement Decree.
Whale "Set 10 Major Targets First" May Clear All Positions, Already Closed $66.1 Million ETH Short
According to monitoring by Ai Yi, the address labeled "Set 10 Big Goals First" has fully closed its short positions of 29,316.677 ETH, with a position value of approximately $66.1 million. Currently, the address is gradually closing its BTC short positions, having covered about half, and appears to be preparing to clear out all related positions.
Whale "That First Set 10 Major Goals" Trims 419.62 BTC and 9,969.37 ETH Positions, Yet Still Faces Over $2.64 Million in Unrealized Losses
According to monitoring by Ai Yi, after the price hit the $70,400 stop-loss level, the address associated with "Set 10 Big Goals First" reduced its position, offloading 419.62 BTC and 9,969.37 ETH. The address's remaining positions currently still show an unrealized loss exceeding $2.64 million.
Jim Cramer: AI-Driven Memory Stock Super Cycle, Four Major Storage Stocks Still Have Upside Potential
According to CNBC, renowned investor Jim Cramer stated that the AI boom has fundamentally changed the cyclical patterns of the memory industry. Although SanDisk has surged 653% this year, Seagate 261%, Micron 254%, and Western Digital 211%, it is still not too late to enter the market now. Cramer pointed out three core reasons why this cycle differs from history: First, memory supply is extremely scarce; Musk has publicly stated that memory has become the biggest bottleneck for data center expansion. Second, manufacturers are no longer blindly expanding production, but instead locking in profit margins through long-term customer agreements. Third, companies are using profits for stock buybacks rather than capacity expansion. SanDisk still has $15.5 billion in buyback capacity, Seagate is advancing a $5 billion buyback plan, and Western Digital added a $4 billion buyback authorization this year. Cramer is particularly bullish on Micron, believing it still has the potential to double provided AI data center demand remains unabated, and has already established positions through his charitable trust fund.
DeepSeek-V4 Price Increase Imminent! B.AI Major Benefits Coming Soon
Recently, DeepSeek-V4 announced impending price increases and the introduction of peak-valley pricing. On August 15, the B.AI platform announced a major benefits plan to help developers use DeepSeek without fear of costs. New users logging in via Binance Wallet, Bitget Wallet, or imToken wallet can claim 1 million free Credits; entering an invitation code adds another 300,000, totaling up to 1.3 million. Both new and existing users can also enjoy extra Bonus Credits of up to $100 upon recharge. Users can prepare their B.AI accounts in advance to unlock benefits early.
112 billion USD in funding flowed into regulated crypto enterprises, with payments and stablecoins among the sectors receiving the most investment
Crypto startups completed USD 11.2 billion in funding in the first half of 2026, with all disclosed capital flowing to regulated, licensed enterprises. Payments and stablecoins, prediction markets, exchanges, and trading platforms received the most funding. Major backers include Wall Street and large global financial institutions, whose investment focus is on licensed and compliant companies. Investors and founders increasingly view regulatory licenses as scarce and defensive assets, while retail investors still primarily trade on unlicensed or alternative platforms. (CoinDesk)
UK Parliamentary Crypto and Digital Assets APPG Writes to Major Banks, Demanding Clarification on Crypto Business Accounts and Payment Restrictions
Odaily News: Gurinder Singh Josan, Co-Chair of the UK Parliamentary Crypto and Digital Assets All-Party Parliamentary Group (APPG), along with Lord Vaizey of Didcot, has written to the CEOs of all major UK banks, demanding clarification on how they treat crypto and digital asset businesses. The letter raises six questions covering banks' current policies, whether they provide services to crypto businesses, related transaction restrictions and the factors determining them, and asks whether practices will be adjusted once the Financial Conduct Authority (FCA) regulatory regime takes effect. The group noted that many crypto businesses struggle to open bank accounts in the UK, with some banks also restricting related payments. The letter stems from a parliamentary inquiry into banking service access launched on July 21, with written submissions open until August 31. A January survey by the UK Cryptoasset Business Council estimated that banks block or delay around 40% of transactions to crypto exchanges. HSBC, NatWest, Monzo, and Nationwide cap monthly transfers to crypto exchanges at between £5,000 and £10,000, while Starling and Chase UK prohibit such transfers altogether. UK Treasury Economic Secretary Lucy Rigby stated that the government does not want FCA-licensed firms to face banking restrictions solely because of their industry; the FCA completed related rules in June, with the regime becoming mandatory in October 2027. (Decrypt)
Approximately 1,700 BTC Stolen by 10 Major COLDCARD Attack Groups, Largest Group Took Over 1,080 BTC
according to Bitcoin News monitoring, analysis by Galaxy Research (@glxyresearch) has identified distinct characteristics among various groups that exploited weakly secured COLDCARD seeds in their attacks. The 10 largest groups alone transferred approximately 1,700 BTC, with the biggest group moving over 1,080 BTC. Researchers differentiated the attackers based on patterns such as fee strategies, transaction timing, fund consolidation methods, and the destinations of the stolen BTC. Several of the largest groups are still suspected to hold nearly all of the stolen BTC. Victims of COLDCARD attacks can contact @intangiblecoins to assist in gathering evidence and reaching out to relevant authorities.
Coldcard Hardware Wallet Vulnerability Leads to Outflow of Approximately 1,367 BTC, Bitcoin Drops Below $63,000
Odaily News: Major cryptocurrencies moved lower on Monday, with Bitcoin briefly falling to around $62,800 and Ether dropping to $1,858. Although expectations related to the geopolitical situation had improved earlier, the market failed to sustain a rebound. Following the expansion of the Coldcard hardware wallet vulnerability, approximately 1,367 BTC flowed out of roughly 4,585 addresses, valued at nearly $89 million, occurring across three rounds of attacks. The market's weakness stood in contrast to falling crude oil prices, a pullback in U.S. Treasury yields, and gains in stock index futures.
Dragonfly Partner: DeFi "Hacker Doomsday" Warning Failed to Materialize, AI Hardening Significantly Improves Security of Major Protocols
Dragonfly 管理合伙人 Haseeb Qureshi（@hosseeb）在 X 平台发文，距 OpenZeppelin 创始人 Manuel Aráoz 发出"DeFi 全面不安全"警告已过去两个月，数据显示所谓"黑客末日"并未成真。 数据显示，2026年 DeFi 被盗金额年化值低于 2025 年全年，即便剔除异常月份（如 Bybit 黑客事件、Drift 及 KelpDAO 事件）后对比，2026 年每月被盗金额仍低于 2025 年；按 TVL 标准化后，2026年 DeFi 资金被盗比例同样略低于 2025 年。 Haseeb 指出，当前呈现出"攻击次数上升、单次规模下降"的结构性特征——攻击者主要针对无力承担 AI 安全加固成本的小型协议和废弃项目，而已完成 AI 代码加固的大型协议安全性实际上有所提升。他总结称，"DeFi 中平均每一美元的安全性与一年前持平，将资金存放于大型协议大概率是安全的。"
The MCSA in the US no longer opposes the CLARITY Act, shifting its stance to neutral
the Major County Sheriffs of America (MCSA), in a letter to U.S. Senate Banking Committee Chairman Tim Scott and Senator Elizabeth Warren, stated that after some of its concerns regarding Section 604 of the bill were addressed, it has shifted its stance on the CLARITY Act to "neutral." Section 604, concerning the Blockchain Regulatory Certainty Act, aims to protect developers from liability for illegal activities conducted by users on their decentralized platforms. The MCSA had previously stated that Section 604 could provide loopholes for criminals to exploit, making it more difficult for law enforcement to investigate crypto-related crimes. The MCSA indicated that it still hopes the CLARITY Act will amend Section 309 to include state law enforcement agencies. This section requires the U.S. Treasury Department to study decentralized finance and illicit finance risks. (Cointelegraph).
Major crypto attacks in May 2026 resulted in $81.7 million in losses, with cross-chain protocols remaining the primary target
According to on-chain analyst PeckShield (@PeckShieldAlert), the cryptocurrency sector experienced 40 major hacking incidents in May 2026, resulting in total losses of $81.7 million—a 87.4% decrease from $647 million in April. Cross-chain protocols remained the primary target: eight major bridge and cross-chain attacks collectively caused $33.28 million in losses, accounting for 41% of the month’s total losses.
Sui Official Releases Post-Mortem of Mainnet Outage: Three Major Failures Caused by Upgrades, No Confirmed Transactions Reverted
Sui Chinese Official released a post-mortem of the mainnet outage, stating that on May 28 (Thursday) and May 29 (Friday), 2026, Pacific Time (UTC-7), the Sui mainnet experienced three network failures. The first two failures stemmed from a crash vulnerability caused by the interaction between the Gas charging logic and the recently released version 1.72 (which introduced the Address Balances feature). The fix for Thursday's incident was a temporary measure aimed at restoring network operations as quickly as possible while the Sui core team developed a long-term solution. The team was aware that this temporary fix had an extremely low probability of causing network failure but accepted this risk to expedite mainnet recovery. On Friday morning, another variant of this known issue was triggered, leading to another failure.The third failure occurred during the routine Epoch transition on Friday afternoon. When validators restarted nodes to deploy Friday morning's fix, a long-dormant defect in the Randomness State preservation was triggered, causing another network failure.Failure timeline: First: Started Thursday around 7:00 PT, recovered at 13:30 PT; Second: Started Friday around 5:00 PT, recovered at 8:30 PT; Third: Started Friday around 13:30 PT, recovered at 19:20 PT;Throughout the entire incident, user funds remained secure, and no confirmed transactions were reverted after network recovery.Currently, validators have fully fixed the original Gas Charging and Randomness State vulnerabilities, and network activity has returned to normal.
Bybit Releases Latest Options Weekly Report (08.03-08.10): NFP Major Surprise as Labor Market Cools, XAUT Leads Strongly, Bybit Newly Lists HYPE Options
Last week, major assets closed higher across the board: July Non-Farm Payrolls -23k severely dampened rate hike expectations, the USD broke below 100, and Gold and Crypto benefited in tandem. BTC/ETH ETF weekly net inflows were $853M/$245M, the third-largest institutional buying week of the year. Core risk this week: 8/12 CPI (08:30 ET), determining the direction of September rate hike expectations. Strategy advances on three fronts: Sell ETH weekly expiry $1,800 P (annualized ~15-20%), Sell HYPE 1D $52 P (annualized ~70%, newly listed on Bybit), Sell XAUT 1D $4,360 C (annualized ~30-60%). All three positions must be reduced to safe levels before CPI.
South Korea FSS Upgrades Anti-Fraud System, Crypto Assets Included in Voice Phishing Compensation Coverage
According to Cryptopolitan, South Korea's Financial Supervisory Service (FSS) has launched a three-month fraud refund system reconstruction project with a budget of approximately 119 million Korean won. This upgrade aims to align with the revised "Telecommunications Fraud Damage Compensation Act" amended on March 31 this year—the bill will officially take effect on October 1, formally incorporating virtual assets into the scope of "damaged property" and "refundable property." The new system will support calculating compensation amounts based on token type and quantity, using the Korean won value at the time funds were frozen as a reference benchmark, while also possessing the ability to disentangle mixed fraud funds across multiple accounts. Major exchanges such as Upbit, Bithumb, Coinone, Korbit, and GOPAX will be required to assume anti-fraud and victim relief obligations equivalent to those of banks at that time, including verifying transaction purposes, monitoring suspicious funds, and freezing suspected accounts.
Nvidia Partners with Six Major Asset Managers to Drive AI Infrastructure Financing, Aiming to Mobilize Over $500 Billion in Capital
Odaily News Nvidia CEO Jensen Huang announced that the company has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.Huang stated that the AI industry is transitioning from a phase where "enterprises purchase chips and build data centers project by project" to a new stage where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, repeatable construction, and usage by diverse customers.Nvidia noted that AI factories encompass not only GPUs but also high-speed networking, system software, AI frameworks, and the CUDA ecosystem. Built on globally widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. Nvidia will provide the AI factory platform, while the financial institutions will handle long-term capital and financing capabilities.Huang indicated that in some projects, Nvidia may provide up to 25% residual value support, but this will be prudently assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, the independent judgment of institutional investors.He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. Going forward, growing demand for AI computing will create a virtuous cycle where "more compute drives stronger AI, stronger AI generates more revenue, and more revenue further fuels compute demand."
NVIDIA Partners with Six Major Wall Street Institutions to Establish $500 Billion AI Infrastructure Financing Platform
According to CNBC, Nvidia has signed a memorandum of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to jointly establish a financing platform for Nvidia customers, aiming to mobilize over $500 billion in third-party capital for hyperscale data center construction and Nvidia hardware procurement. Nvidia CEO Jensen Huang characterized this as the first time AI chips have become an "investable asset class," stating they possess revenue-generating capabilities, long service lives, and can be transferred across customers, while analogizing compute infrastructure to electricity and the internet. BlackRock CEO Larry Fink defined the project as the "next future of financial engineering" following the securitization of mortgages in the 1970s, and stated that more funds would be raised as soon as possible. Goldman Sachs CEO David Solomon revealed that this collaboration was initiated by Jensen Huang. Currently, some funds have already been raised; the parties will provide financing support for GPUs and data centers through institutional credit, insurance capital, and private capital, helping end users complete AI infrastructure construction without tapping their own balance sheets.
JPMorgan Tokenizes ETF Holdings via DTCC Pilot
Odaily News: Major U.S. financial institutions continue to advance on-chain operations. JPMorgan is tokenizing ETF holdings through a production pilot with the Depository Trust & Clearing Corporation (DTCC), with over 50 companies including BlackRock and Goldman Sachs already connected to the same infrastructure for tokenizing equities and U.S. Treasuries. BlackRock's CEO stated that tokenization is a way to "update the plumbing of the financial system." Bullish Exchange's Head of Clearing and Group Risk, Randi Abernethy, testified before the U.S. House Financial Services Subcommittee regarding the CLARITY Act in July 2026.
Alibaba Plans to Take Revenue Share from Major Clients for Next-Generation Open-Source AI Models
According to Reuters, citing people familiar with the matter, Alibaba plans to introduce commercial terms next week for the next-generation open-source, open-weights AI model Qwen3.8-Max, proposing to require revenue sharing from customers who sell the model as a service and reach a certain scale. The report states that Alibaba previously mainly charged for model usage hosted on its cloud platform, while most open-source models can be used for free when deployed in customers' own data centers.
Related news
Whale "Set 10 Major Targets First" May Clear All Positions, Already Closed $66.1 Million ETH Short
According to monitoring by Ai Yi, the address labeled "Set 10 Big Goals First" has fully closed its short positions of 29,316.677 ETH, with a position value of approximately $66.1 million. Currently, the address is gradually closing its BTC short positions, having covered about half, and appears to be preparing to clear out all related positions.
Whale "That First Set 10 Major Goals" Trims 419.62 BTC and 9,969.37 ETH Positions, Yet Still Faces Over $2.64 Million in Unrealized Losses
According to monitoring by Ai Yi, after the price hit the $70,400 stop-loss level, the address associated with "Set 10 Big Goals First" reduced its position, offloading 419.62 BTC and 9,969.37 ETH. The address's remaining positions currently still show an unrealized loss exceeding $2.64 million.
Jim Cramer: AI-Driven Memory Stock Super Cycle, Four Major Storage Stocks Still Have Upside Potential
According to CNBC, renowned investor Jim Cramer stated that the AI boom has fundamentally changed the cyclical patterns of the memory industry. Although SanDisk has surged 653% this year, Seagate 261%, Micron 254%, and Western Digital 211%, it is still not too late to enter the market now. Cramer pointed out three core reasons why this cycle differs from history: First, memory supply is extremely scarce; Musk has publicly stated that memory has become the biggest bottleneck for data center expansion. Second, manufacturers are no longer blindly expanding production, but instead locking in profit margins through long-term customer agreements. Third, companies are using profits for stock buybacks rather than capacity expansion. SanDisk still has $15.5 billion in buyback capacity, Seagate is advancing a $5 billion buyback plan, and Western Digital added a $4 billion buyback authorization this year. Cramer is particularly bullish on Micron, believing it still has the potential to double provided AI data center demand remains unabated, and has already established positions through his charitable trust fund.
Approximately 1,700 BTC Stolen by 10 Major COLDCARD Attack Groups, Largest Group Took Over 1,080 BTC
according to Bitcoin News monitoring, analysis by Galaxy Research (@glxyresearch) has identified distinct characteristics among various groups that exploited weakly secured COLDCARD seeds in their attacks. The 10 largest groups alone transferred approximately 1,700 BTC, with the biggest group moving over 1,080 BTC. Researchers differentiated the attackers based on patterns such as fee strategies, transaction timing, fund consolidation methods, and the destinations of the stolen BTC. Several of the largest groups are still suspected to hold nearly all of the stolen BTC. Victims of COLDCARD attacks can contact @intangiblecoins to assist in gathering evidence and reaching out to relevant authorities.
DeepSeek-V4 Price Increase Imminent! B.AI Major Benefits Coming Soon
Recently, DeepSeek-V4 announced impending price increases and the introduction of peak-valley pricing. On August 15, the B.AI platform announced a major benefits plan to help developers use DeepSeek without fear of costs. New users logging in via Binance Wallet, Bitget Wallet, or imToken wallet can claim 1 million free Credits; entering an invitation code adds another 300,000, totaling up to 1.3 million. Both new and existing users can also enjoy extra Bonus Credits of up to $100 upon recharge. Users can prepare their B.AI accounts in advance to unlock benefits early.
112 billion USD in funding flowed into regulated crypto enterprises, with payments and stablecoins among the sectors receiving the most investment
Crypto startups completed USD 11.2 billion in funding in the first half of 2026, with all disclosed capital flowing to regulated, licensed enterprises. Payments and stablecoins, prediction markets, exchanges, and trading platforms received the most funding. Major backers include Wall Street and large global financial institutions, whose investment focus is on licensed and compliant companies. Investors and founders increasingly view regulatory licenses as scarce and defensive assets, while retail investors still primarily trade on unlicensed or alternative platforms. (CoinDesk)