News linked to both this project and an event.
Odaily News: Pendle announced on X that Aave V4 has added support for PT Looping on Pendle. Users can participate in the PT-USDG loop lending strategy from the Global Dollar Network. Aave V4's interest rates are priced based on aggregate utilization across the entire hub, so looping operations will not drive up its own rates.
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 Nasdaq-listed institution Strive has released its Q2 financial report for the period ending June 30, 2026. The company acquired a total of 6,236 Bitcoin in Q2, bringing its first-half total to 12,237 Bitcoin, with a Q2 Bitcoin yield of 23.9% and a first-half yield of 37.7%. Between July 1 and August 7, it added another 303 Bitcoin. The Q2 GAAP net loss was $257.6 million, of which 94.1% was attributable to the decline in the fair value of its Bitcoin holdings and STRC shares; the non-GAAP adjusted net loss attributable to common shareholders was $275 million.Since June 16, the company has initiated daily floating distributions on its SATA series perpetual preferred stock, distributing dividends 44 consecutive times as of August 7. Strive has now fully repaid all long-term and short-term debt, achieving zero leverage. As of August 7, it held $154.9 million in cash and cash equivalents, with the fair value of its Strategy STRC preferred stock at $48 million. The company has also launched an updated financial dashboard to enhance disclosure related to SATA products. (Globenewswire)
Odaily News: Grayscale Head of Research Zach Pandl said that even if the Digital Asset Market Structure Clarity Act (CLARITY Act) is not passed, the operation of major blockchains, demand for Bitcoin as a store of value, and growth of stablecoin payments will not be immediately affected. Regulators will fill regulatory gaps through rulemaking. Zach Pandl noted that the lack of comprehensive market structure legislation could dampen new investment activity in the US, prompting crypto industry participants and startups to move to overseas jurisdictions with clearer regulatory frameworks. The US government will continue to support the development of the crypto ecosystem. Strategy co-founder and Executive Chairman Michael Saylor previously stated that regardless of whether the CLARITY Act is passed, Bitcoin will continue to develop, but the US needs regulatory clarity for digital assets. Senator Bernie Moreno said that Senate Democrats and Republicans have concluded related negotiations, and a vote will follow.
Michael Saylor, Executive Chairman of digital asset treasury company Strategy, posted a Bitcoin holding chart on X on August 9, with the caption "Doing Business." Strategy holds 842,138 Bitcoin on its books, valued at approximately $55 billion as of the morning of August 9. Since June 22, the company has disclosed four sales but no purchases. The Strategy chart shows its average Bitcoin cost basis is $75,653 per coin, with unrealized losses of approximately $9.051 billion. The Strategy dashboard shows that as of 10:06 that day, total reserves including $4 billion in cash stood at $5.889 billion, with the Bitcoin portion valued at approximately $54.9 billion and an average cost basis of $75,419 per coin. On August 3, Strategy filed a document with the U.S. Securities and Exchange Commission (SEC) disclosing the sale of 1,638 Bitcoin from July 27 to August 2, with a transaction amount of approximately $104.73 million and an average price of $63,957 per coin. The company also sold 2,225, 1,363, and 32 Bitcoin on July 6, June 30, and June 1, respectively, and repurchased 912,143 shares of STRC for $81.2 million.
Odaily News: Despite Michael Saylor posting Bitcoin Tracker updates weekly, Strategy has not purchased Bitcoin since June. (Bitcoin News)
比特币财库公司 Strategy 创始人兼执行主席 Michael Saylor 再次发布比特币 Tracker 相关信息，根据此前规律，Strategy 通常在相关消息发布后的第二天披露比特币持仓变动信息。
Odaily News: Software company Strategy holds nearly 850,000 Bitcoin, valued at just over $50 billion, with some recent purchases funded through debt and stock issuance. Since Michael Saylor shifted the company toward Bitcoin accumulation in 2020, his wealth has fluctuated with Bitcoin's price. Michael Saylor stated that last year, with the aid of an AI chatbot, he earned $15 billion through the company's Bitcoin-backed preferred stock. Strategy's STRC offers an annual dividend yield of 12%, with its price recently recovering to near $100 after dipping to around $75 in late June. Over the past year, Strategy's common stock value has fallen by approximately 80% alongside Bitcoin's price decline. The company recently sold some of its Bitcoin holdings to manage debt and dividend commitments, and has built a $4 billion cash reserve, providing roughly two years of funding support before subsequent financing. Michael Saylor also mentioned that in May of last year, he used ChatGPT's deep research mode to design the company's convertible preferred stock product.
OpenAI's AI-native browser Atlas, released in October 2025, officially ceased operations on August 9, 2026, after 292 days online. The article argues that Atlas's shutdown is not merely the failure of a single product, but also reflects the overall pressure facing the "independent AI browser" business model.
Strategy 创始人 Michael Saylor 表示，目前仅约 2.6% 的矿工发出信号支持 BIP-110，远未形成广泛矿工共识。若后续支持率无法提升，BIP-110 或停滞不前，甚至分叉为无关紧要的链，而比特币主链将继续正常运行。
Sharplink CEO Joseph Chalom (former Head of Digital Assets Strategy at BlackRock) posted that the EIP-8363 "decreasing issuance burn" proposal currently being discussed in the Ethereum community will gradually reduce validator staking yields by about 2.75%, until yields reach zero when staking volume reaches about half of the total supply; validators will then rely solely on transaction tips, accounting for 15% of current yields, to maintain operations. Chalom strongly opposes this, listing four major reasons: 1. Harms DeFi: Staking yields are the benchmark interest rate for on-chain lending; cutting them will raise on-chain capital costs and compress the collateral value of liquid staking tokens (approximately $35 billion TVL); 2. Weakens institutional appeal: ETH's native productivity is a core advantage distinguishing it from BTC; EIP-8363 will erase this difference, affecting institutional capital inflows such as ETPs and DATs; 3. Destroys ecosystem capital circulation: Issuance rewards are not "leakage," but flow to node operators, client development teams, and ecosystem builders; burning them will cut off the return of capital; 4. Extremely poor timing: Top institutions such as Robinhood, BlackRock, and BNY have successively chosen Ethereum; on-chain stablecoin scale reaches $159 billion, RWA exceeds $15 billion; modifying the underlying economic logic at this moment carries extremely high risk. Chalom expressed support for ETH's long-term deflationary goal, but believes the existing base fee burn mechanism (EIP-1
Odaily News: Bitcoin treasury company Strategy has announced its participation in the U.S. "Invest America Business Pledge" corporate commitment program, which will provide long-term investment support for eligible employees' children through "Trump Accounts."Strategy stated that the company will contribute $250 annually to the Trump Account of each eligible employee's child under 18, regardless of the child's year of birth. For children born on or after January 1, 2025, the company will also make an additional one-time contribution of $1,000, matching the initial funding provided by the U.S. government. Strategy CEO Phong Le stated that the Trump Accounts and the Invest America program help American children build a stronger financial foundation, and the company aligns with the initiative's philosophy of fostering the next generation's wealth management capabilities through long-term investment, financial education, and savings habits. Strategy will officially launch the program once the U.S. Department of the Treasury publishes final implementation rules and the corporate contribution mechanism goes live, and will open registration to eligible employees. (Businesswire)
According to Bloomberg, SoftBank Group will release its first-quarter earnings report in Tokyo this Thursday, with the market focusing on its latest progress in robotics, data centers, and energy sectors to assess whether the company's AI value surpasses its debt financing bet of up to $65 billion on OpenAI. Currently, there are expectations of delays to OpenAI's IPO timeline; if SoftBank can demonstrate substantial progress in the aforementioned emerging fields, it may effectively alleviate investors' concerns regarding its financing strategy.
According to the official announcement from Sequans Communications (NYSE: SQNS), the company released its preliminary financial report for Q2 2026 on August 4 and announced a gradual exit from its Bitcoin treasury strategy. The company continued to orderly reduce its Bitcoin holdings in Q2, holding 314 BTC at the end of the period, with a market value of approximately $18.4 million, a significant reduction from 1,514 BTC at the end of Q1; net gains from Bitcoin sales in Q2 amounted to $5.3 million. Meanwhile, with the full redemption of convertible bonds completed in May, the company officially entered a debt-free status, with cash at the end of the period reaching $20.97 million, nearly double the $10.6 million at the end of Q1.
According to official news, decentralized exchange RISEx stated that at 07:21 UTC today, the Real World Asset (RWA) strategy associated with the XLP vault experienced an unauthorized withdrawal due to a configuration error, involving 673,011.56 USDC. The issue had existed since deployment on July 13; the team detected the anomaly within minutes of the incident and completed the fix at 08:09 UTC.
Blockchain media ChainCatcher recently released the report "Options Market Enters New Paradigm: 2026 H1 Landscape Evolution and Key Features," systematically reviewing the global crypto options market in the first half of 2026 based on data from platforms such as CoinGlass, with Bybit's options business listed as a core case for focused analysis.
Odaily News, July saw the U.S. manufacturing PMI rise to 55.6, the highest since 2022, with both production and employment recovering. However, strong demand and geopolitical inflation concerns have roiled the bond market, with Bank of America warning that the Federal Reserve is facing a credibility test. The hot manufacturing performance, coupled with geopolitical inflation threats, has sent U.S. Treasury markets into sharp turbulence. Long-dated Treasuries have recently faced heavy selling, with yields briefly surging to near two-decade highs.Mark Cabana, Head of U.S. Rates Strategy at Bank of America, commented on this, calling the bond market's violent swings a "textbook inflation credibility shock."Cabana noted that the core driver of the market turmoil is not the data itself, but the Fed's lack of policy communication. He specifically pointed to Fed Chair Kevin Warsh's performance at a recent press conference, arguing that Warsh failed to clearly articulate how the Fed would achieve its 2% inflation target."Standing firm on the inflation target is one thing, but if you don't tell the market the specific path, investors won't buy it," Cabana said bluntly in a Bloomberg TV interview. "The bond market cannot be fooled; it sees through all appearances." (Jin10)
According to CoinDesk, Strategy founder Michael Saylor announced that the company has launched the Bitcoin 200-week moving average (200W MA) and its premium/discount tracking feature on its official website. Saylor stated that since the 200W MA data became available, Bitcoin has traded above this line 92% of the time, and the current price is almost exactly near this line.
Odaily News: A wallet associated with Strategy transferred 299.84 BTC, worth approximately $18.91 million. The company has not yet issued an official statement regarding this transfer. On-chain monitoring shows that this bitcoin was transferred to a new address, with timing similar to a previous transfer. Strategy sold 3,588 BTC between July 1 and July 5, amounting to approximately $216 million. Strategy currently holds 843,775 BTC, with a total acquisition cost of $63.69 billion and an average cost of $75,476 per coin. The company also added $525 million in cash reserves this month to pay preferred stock dividends and interest.
On August 2, Strategy Executive Chairman Michael Saylor posted "Bitcoin Drive engaged" along with a chart tracking the company's Bitcoin reserves. The chart shows that Strategy holds 843,775 BTC, with a market value of approximately $53.25 billion, an average cost of $75,653 per coin, and an unrealized loss of $10.58 billion. Strategy's real-time ledger shows that the company has had a total of 116 disclosed treasury events, purchasing 843,775 BTC for approximately $63.69 billion, at an average price of $75,476 per coin. The ledger also shows that Strategy recently sold a total of 3,588 BTC in two transactions—1,363 and 2,225 coins respectively—reducing its holdings from 847,363 to 843,775 BTC. Strategy disclosed in an SEC filing that the BTC sales were used to pay preferred stock distributions and replenish dollar reserves. Recent disclosures also show that the company did not purchase BTC during the week ending July 26, and increased its dollar reserves to approximately $3.75 billion, enough to cover about 2.1 years of preferred stock dividends and debt interest.