News linked to both this project and an event.
Dubai cryptocurrency exchange Bybit has launched pre-market perpetual contracts linked to Chinese robotics company Unitree and AI startup Moonshot AI. The contracts are denominated and settled in USDT and do not involve ownership of shares in the respective companies. Bybit stated that its traditional finance perpetual contract product lineup has grown to over 200 since its launch in April, covering stocks, ETFs, commodities, indices, and pre-market companies. Unitree received approval from Chinese securities regulators in July to list on the Shanghai STAR Market. RWA.xyz data shows that the distribution value of tokenized stocks has reached $2.38 billion, with 1.31 million holders, a 123.62% increase in the latter over the past 30 days. (Cointelegraph)
Odaily News – The U.S. Commodity Futures Trading Commission (CFTC) has released the agenda for the first meeting of its Innovation Advisory Committee (IAC). The committee will convene its inaugural session on August 20, focusing on regulatory topics in emerging areas such as crypto assets, artificial intelligence, and prediction markets.CFTC Chairman Michael S. Selig stated that the United States has long been a global hub for financial innovation, and expressed hope that through dialogue with innovative entrepreneurs, researchers, and industry builders, the committee can explore how emerging technologies and financial products can drive market development, and jointly chart the "new frontier of finance."The meeting will be livestreamed via the CFTC's official website. Committee members and participants will discuss topics including digital asset regulatory frameworks, the impact of AI technology on financial markets, and the development of prediction markets.The public may submit comments before August 27, which will be published on Regulations.gov, the U.S. federal regulations website. The CFTC noted that the meeting agenda may be adjusted based on the committee's subsequent priorities.The Innovation Advisory Committee aims to provide the CFTC with recommendations on emerging technologies, financial products, and market innovation trends. Its discussions cover critical areas—including digital assets and artificial intelligence—that could shape the future structure of financial markets.
Decentralized stablecoin USDD announced that it will add exclusive TRX rewards to Pendle's sUSDD market, while simultaneously increasing base USDD rewards. The total rewards for this campaign amount to 21,000 USDD and 12,000 TRX, plus PENDLE tokens valued at approximately 30% of the combined value of the aforementioned USDD and TRX. The event runs from 8:00 on August 13 to 8:00 on August 20 (Singapore Time). According to the official announcement, Pendle has integrated PT-sUSDD into the PT Looping module, allowing users to further connect to Morpho's USDC and USDT markets to expand yield potential. Meanwhile, preparations are underway with Pendle for the renewal of the sUSDD market, with specific arrangements to be announced separately.
The U.S. Commodity Futures Trading Commission (CFTC) issued guidance warning prediction market platforms that procedural or substantive deficiencies in incentive program filings may facilitate market manipulation.
According to TechFlow Research, a Bernstein research report on August 10 pointed out that Microsoft's current lease liabilities increased 33% year-over-year to $114.4 billion, future lease obligations surged 255% year-over-year to $329.1 billion, and fiscal 2027 procurement commitments reached $169 billion. The report believes the market has misread these figures: existing leases are spread over a 13-year period, with rent expiring in 2027 at approximately $13.2 billion; the $329.1 billion future leases will commence sequentially between 2027 and 2033, assuming an average lease term of 12 to 15 years, the annualized rent growth rate is approximately 12% to 16%, roughly in line with Microsoft's commercial cloud revenue historical growth rate; among the $169 billion procurement commitments, GPU servers account for only a portion and are concentrated within 12 months, with only $25 billion for fiscal 2028 and beyond. The report maintains Microsoft's "Outperform" rating, with the price target raised from $647 to $660 and the P/E multiple raised from 26.5x to 27x. Bernstein believes that data center designs support hybrid deployment of CPU and GPU, and if AI demand slows down, capacity can be shifted to traditional cloud business. AI accounts for approximately 16% to 17% of Microsoft's commercial cloud revenue, but since AI gross margin is approximately 27%, far lower than traditional cloud business, AI accounts for approximately 40% of commercial cloud cost of sales. Management stated at the Q4 earnings call that current demand still far exceeds available supply.
According to TechFlow Research, Reuters reported on August 4 that the Trump administration and the FCC are drafting a plan to ban US imports of Chinese data center components, with optical modules specifically mentioned. Goldman Sachs responded to three core questions in an August 10 research report: rapid technological iteration, strong AI demand, and high R&D requirements for multiple SKU varieties make clients more reliant on existing leading manufacturers in the current environment and unlikely to switch to new suppliers easily. Seven of the top ten global optical module suppliers are headquartered in China, and their market share in 2025 will expand further compared to 2024. Goldman Sachs pointed out that leading manufacturers have outstanding advantages in capacity commitments, automated production, and manufacturing efficiency. Product upgrades to 1.6T and above further raise the manufacturing threshold, making it difficult for small and medium-sized manufacturers to catch up in the short term. Overseas capacity deployment is underway; Eoptolink's Phase I in Thailand is at full capacity, and Phase II will expand in 2026, establishing a long-term diversification trend. Goldman Sachs gave Buy ratings to Eoptolink and Robotechnik, and also gave Buy ratings to FOCI, LandMark, and VPEC (all Taiwan stocks), believing that technology, capacity, and customer synergy constitute difficult-to-replicate competitive barriers.
: Retail bearish sentiment has hit a new multi-year record, while institutional positioning lags even further behind. As U.S. equities face an unprecedented disconnect between fundamentals and capital flows, analysts predict a rare "Wall Street expectation gap" is now underway. Last week, the S&P 500 index posted a cumulative gain of 22% since late March and broke through the 7,700-point mark for the first time in history. As investors digested the latest batch of earnings reports, the benchmark index closed roughly flat on Monday.Strategists at 22V Research have observed a notable divergence between the AAII Bull-Bear Spread and the firm's proprietary economic data index, which tracks a range of U.S. macro data releases. According to the firm's model, the current valuation deviation implies that the S&P 500 will rise by 1.6%, 5.1%, and 7.8% over the next one, three, and six months, respectively.Dennis DeBusschere, President and Chief Market Strategist at 22V Research, wrote in a note to clients: "The current reading of investor sentiment relative to economic data suggests market returns will be above normal levels."Alastair Pinder, Global Equity Strategist at HSBC, also noted that the many macro concerns that have emerged over the past few weeks have indeed given investors ample reason to question the current stock market rally.
: Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, has launched a U.S. investment-grade bond offering, just two weeks after the company announced its approximately $6 billion acquisition of the electronic bond trading platform MarketAxess.According to sources familiar with the matter, ICE's bond issuance is planned in up to five tranches, with maturities ranging from 3 to 10 years. The initial pricing guidance for the longest-dated bonds is approximately 1.15 percentage points above U.S. Treasury yields.ICE previously announced that it would acquire MarketAxess Holdings for approximately $6 billion to further expand its footprint in the fixed-income trading market. MarketAxess is one of the world's leading electronic bond trading platforms, primarily serving institutional investors and providing trading services for fixed-income products such as corporate bonds and government bonds.This acquisition is seen as a significant move by ICE to strengthen its bond market infrastructure. ICE currently owns the New York Stock Exchange (NYSE), futures exchanges, clearing houses, and data services businesses, while MarketAxess's electronic bond trading network will help ICE further expand its fixed-income asset trading ecosystem.Market participants noted that as bond trading becomes increasingly electronic, traditional exchange operators are competing for institutional investment market share through acquisitions of trading platforms and data companies. This financing also reflects the trend of major financial infrastructure companies supporting strategic mergers and acquisitions through the debt market. (Bloomberg)
: Bitget has released the "Statement on Improving Market Mechanisms and Maintaining Fair Trading," announcing its commitment to advancing market fairness through three key initiatives. First, it will establish a mechanism for handling and giving back abnormal profits, where profits generated from violations or abuse of mechanisms will be disposed of, not counted as platform revenue, and specifically directed toward user protection. Second, it will raise risk standards for both new listings and existing assets, conducting dynamic monitoring of listed assets based on indicators such as liquidity, depth, and volatility, and implementing management measures for assets that fail to meet standards. Third, it will continue optimizing underlying mechanisms, with a focus on enhancing the stability of mark price sourcing and dynamic risk control capabilities under extreme market conditions.The above optimization efforts will be carried out in phases. Any adjustments involving specific trading rules or product mechanisms will be announced separately through official channels. Bitget emphasizes that trust stems from adherence to rules, and it will continue to uphold a fair and orderly trading environment through mechanism optimization and transparent initiatives.
Odaily News: The Layer 2 network X Layer, developed by OKX, continues to see rising ecosystem activity. On-chain data shows that its DeFi TVL has exceeded $100 million, stablecoin scale has surpassed $2 billion, and xStocks tokenized stock trading volume now accounts for over 80%.Stock-driven Meme launch platform StockMars (stockmars.fun) has gone live on X Layer. The platform's first launched token, $MARSDOGE, has reached a market cap exceeding $400,000.
Wintermute released a market update noting that U.S. non-farm payrolls in July unexpectedly decreased by 23,000, significantly weaker than market expectations, pushing September rate hike expectations down from 55% to 40% and driving a broad rebound in risk assets. Gold led the weekly gains, with Nasdaq, S&P 500, Bitcoin, and altcoins generally rising, while Brent crude oil fell 6.85%.
Odaily News Unitree Robotics today released the announcement regarding the online issuance subscription and lottery result for its initial public offering of shares on the STAR Market. The announcement disclosed that after the strategic placement adjustment, the offline issuance volume is 25,886,148 shares, accounting for approximately 80.00% of the issuance volume after deducting the final strategic placement quantity. This offline issuance adopts a proportional lock-up method, where offline investors must commit that 10% of their allocated shares (rounded up) will be subject to a lock-up period of 6 months from the date of the issuer's initial public offering and listing. Specifically, for the shares allocated to each placement object, 90% of the shares have no lock-up period and can be traded immediately upon listing on the Shanghai Stock Exchange; the remaining 10% of shares will be locked up for 6 months, with the lock-up period commencing from the date the shares are listed and traded on the Shanghai Stock Exchange.Unitree Robotics also announced that the issuer and the lead underwriter (sponsor) have scheduled the online issuance lottery drawing ceremony for the morning of August 11, 2026 (T+1 day) at Room 707, North Tower, Shanghai Securities Building, No. 528 South Pudong Road, Pudong New District, Shanghai. The results of the online lottery drawing will be announced on August 12, 2026 (T+2 day).
According to Reuters, Kalshi will integrate the Nasdaq market surveillance platform in phases to strengthen real-time monitoring of trading on the platform. The integration aims to enhance the ability to identify market abuse, manipulation, and insider trading, and support submitting trading data in the format required by the U.S. Commodity Futures Trading Commission.
Odaily News: According to data from Gate's event contracts platform, in the event regarding "What price level will WTI crude oil reach in August 2026," the probability of crude oil touching $85 or above is as high as 69%, while the probabilities of touching below $75 and above $90 are 53% and 41% respectively, indicating an overall bullish market expectation.Meanwhile, Gate has launched the "Global Financial Duet" limited-time campaign, running from 18:00 on July 24 to 18:00 on August 28 (UTC+8). The campaign integrates Gate's stock section with Polymarket, covering earnings season and macroeconomic data hotspots. Users who complete stock or financial market prediction trades each week can earn up to 150 USDT in stock trading fee rebate vouchers and 150 USDT in event contract trial vouchers per week, while also participating in two independent leaderboards—"Stocks" and "Predictions"—with a weekly prize pool of up to 40,000 USDT to share, bringing the total prize pool to 200,000 USDT. Additionally, the campaign offers multiple extra benefits, including welcome trading gifts for new users, VIP 5+ registration rewards, and a shared hot topic calendar.
Odaily News, August 11 - Web3 security firm CertiK has released its report "Intel3D: PSAV and Brazil's New Security Standards." The report notes that as the deadline for authorization applications set by the Central Bank of Brazil (October 30 this year) approaches, local Virtual Asset Service Providers (PSAVs) are facing a wave of concentrated compliance adjustments. Independent third-party compliance and security certifications are also transitioning from industry best practices to critical requirements for market access. According to the report, CertiK has already begun conducting independent external audits in accordance with Central Bank of Brazil Normative Instruction No. 701.As one of the markets with the highest crypto adoption rates globally, the impact of Brazil's regulatory transformation may extend far beyond its domestic market. The report shows that Brazil currently ranks fifth globally in actual crypto adoption rates. Between June 2024 and June 2025, Brazil received $318.8 billion in on-chain asset value, accounting for nearly one-third of South America's on-chain activity during the same period. Stablecoins have become a critical infrastructure in the local digital asset market, representing approximately 80% of the trading volume in crypto asset transactions reported to Brazil's Federal Revenue Service.
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.
Odaily News: The U.S. Senate will hold a procedural cloture vote on a motion related to the Digital Asset Market Clarity Act (CLARITY Act) at 2:15 PM ET on September 15. This marks the first full Senate vote on the bill since it passed the House in July 2025. The bill is numbered H.R. 3633 and was previously passed by the House with 294 votes in favor and 134 votes against. The vote concerns whether to limit debate on the motion to proceed with the bill; supporters need 60 votes to succeed. Republicans currently hold 53 seats in the Senate. If all Republican senators vote in favor, they would still need 7 additional votes; any absence or opposition would increase the number of additional votes required. If the procedural vote passes, the subsequent debate time on the motion to proceed will be capped at 30 hours, after which the Senate will vote on the motion itself. Only if the motion is approved will the bill be formally considered, and the bill itself will still need to pass another 60-vote cloture motion. If the Senate amends the text, the revised version would need to be sent back to the House for a vote. (Bitcoin.com News)
Odaily News: Brazil's crypto market has recorded $318.8 billion in on-chain transaction value over the past 12 months, ranking fifth globally in cryptocurrency adoption, with nearly one-third of Latin America's related activity conducted through Brazilian wallets and platforms. Blockchain security firm CertiK stated that virtual asset service providers must submit authorization applications to the Central Bank of Brazil (BCB) by October 30, 2026, accompanied by independent audit reports. On November 10, 2025, the Central Bank of Brazil issued three resolutions clarifying the licensing scope, minimum capital requirements, and foreign exchange rules for virtual asset service providers. Minimum capital requirements for different license categories range from approximately R$10.8 million to R$37.2 million. Among the current approximately 120 service providers, most have not yet obtained formal licenses, and overseas operators must relocate their operations to Brazil within 270 days. Approximately 80% of Brazil's declared cryptocurrency transaction volume is settled via dollar-pegged tokens, with USDT accounting for 88.7% of that share. Total stablecoin transaction volume from 2019 to 2025 reached R$1.13 trillion. CertiK statistics show that the crypto industry suffered losses of $1.32 billion due to hacker attacks and exploit incidents in the first half of 2026, involving 344 events. (Decrypt)
Odaily News, SK Hynix's labor and management remain deadlocked over the plan to distribute performance bonuses in the form of company stock. Some employees are pushing for the formation of a new unified union. A preparatory group for the "unified union" has been established, and related communities have attracted around 4,000 employees, accounting for 11.6% of the company's total workforce.Market analysts pointed out that if the labor-management conflict spreads to the production front line, it could increase uncertainty surrounding SK Hynix's HBM capacity expansion in the second half of the year. SK Hynix began mass production and shipment of HBM4 in the second quarter of this year, with plans to further expand output in the latter half. Production has not yet been affected, but if the conflict escalates and spreads to manufacturing sites, it could put pressure on supply plans for major clients such as Nvidia. (Yonhap)
Odaily News: UMX (The Unified Market Exchange), incubated by Avenir Group under Li Lin, has announced the launch of an invitation-only public beta.According to the introduction, UMX is positioned as a crypto-friendly securities platform for global professional investors, integrating crypto assets and real securities trading on the same platform to improve capital efficiency in cross-asset trading. During the public beta phase, the platform offers crypto spot, leverage, futures, and options trading, as well as real US stocks, ETFs, and US stock options trading.This public beta focuses on opening the capital flow channel between crypto assets and securities accounts. UMX has designed cross-market fund transfers, financing, and crypto-to-stock conversion mechanisms. Users can use "Convert & Transfer" to automatically convert stablecoins such as USDT into USD and transfer them to securities accounts with one click, or use "Borrow & Transfer" to collateralize non-stablecoin crypto assets to gain purchasing power for trading US stocks, ETFs, and US stock options. After completing fiat account verification, users can also open a personal fiat account under their own name for fiat deposits and withdrawals. Securities holdings can also be converted into corresponding stock tokens via the "Stock-to-Token" function, which can be counted toward crypto trading account margin at a corresponding discount rate, and these stock tokens can also be converted back into the corresponding securities assets.Around cross-asset capital efficiency, the platform has introduced a cross-asset margin mechanism, where eligible wealth management assets can also be used as margin. During the public beta, the platform has also launched BTC and USDT wealth management products, with maximum annualized returns of up to 2.5% and 5.5%, respectively. UMX stated that this model aims to reduce the operational costs incurred by professional investors from frequent fund transfers and fragmented account management, while providing a unified capital and risk management framework for cross-asset allocation.This public beta is invitation-based. Users who have obtained a beta code can complete registration via the UMX official website (umx.com) to experience the currently available products and services; users who have not yet received a beta code can reserve the official version, receive launch notifications, and participate in the early-bird benefits program.