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According to CoinDesk, Swiss banking giant UBS significantly increased its exposure to BlackRock's iShares Bitcoin Trust (IBIT) in the second quarter, with its nominal position in IBIT call options rising from 80,000 shares to approximately 1.95 million shares, an increase of over 24 times; during the same period, its directly held IBIT shares increased from 364,371 shares to 407,890 shares, an increase of about 12%.In contrast, UBS's nominal exposure to IBIT put options decreased from 303,300 shares to 143,300 shares, a decrease of about 53%. Regulatory filings did not disclose the options' strike prices and expiration dates, nor did they specify whether the changes were driven by client trading demand, market-making hedges, active management, or proprietary trading.

According to CoinDesk, the crypto startup raised $11.2 billion in funding in the first half of 2026, with all disclosed funds directed towards regulated and licensed enterprises. The most funding was received by payment and stablecoin companies, prediction markets, exchanges, and trading platforms.Major investors include Wall Street and large global financial institutions, focusing their investments 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 other alternative platforms.

According to a report by the Korean News Agency, South Korean virtual asset exchange Bithumb disclosed a net loss of 21.8 billion won in the second quarter of 2026, turning from a net profit of 22 billion won in the same period last year to a loss, but narrowing from a net loss of 86.9 billion won in the previous quarter. Revenue for the quarter was 86.3 billion won, a year-on-year decrease of 35.8%; operating profit was 12.1 billion won, a year-on-year decrease of 44%.In the first half of the year, the total net loss was 108.7 billion won, turning from a net profit of 55 billion won in the same period last year to a loss; revenue for the first half was 168.8 billion won, a year-on-year decrease of 48.7%; operating profit was 14.9 billion won, a year-on-year decrease of 83.4%. Bithumb stated that the performance reflects factors such as virtual asset valuation losses and will respond to market changes, strengthen internal capabilities, and enhance service competitiveness to build a foundation for sustainable growth.

According to Crypto.News, the investigation that was previously suspended due to large gifts related to cryptocurrency has resumed after Nigel Farage, leader of the Reform Party in the UK, was re-elected as the MP for the Clacton constituency. The parliamentary commissioner is investigating whether he failed to register financial interests as required, focusing on a personal grant of approximately £5 million (about $6.7 million) from billionaire investor and Tether-related shareholder Christopher Harborne; as well as benefits such as staff, security, transportation, and accommodation provided by long-time advisor George Cottrell, who was previously sentenced for a money laundering-related case in the U.S.Nigel Farage's resignation during his term led to the suspension of the investigation, and he insists that he did not violate any rules, claiming that the money was an unconditional personal gift, part of which was used for security expenses. His by-election victory has allowed him to become an MP again, and the investigation has therefore continued.

Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

According to Ai Yi's monitoring, @Skylinee participated in the LAB public offering in October 2025 with $5,000. Subsequently, based on the token price, the value of their holdings once reached approximately $5.6 million, with a paper return of about 1,120 times.However, after the project team unilaterally postponed the token unlocking time, this participant recently finally received the unlocked tokens, which are currently worth only about $3,219, a decrease of approximately 99.94% from the previous paper peak.

According to CoinDesk, the Office of the Comptroller of the Currency (OCC) has granted a preliminary conditional federal banking charter to World Liberty Trust Company, allowing it to operate as a national trust bank and to succeed BitGo as the exclusive issuer and custodian of the USD1 stablecoin under World Liberty Financial, primarily serving institutional clients. Final approval still requires meeting additional pre-opening conditions.Due to World Liberty's partial ownership being linked to the Trump family, this move has faced strong opposition from Democratic lawmakers. Senator Elizabeth Warren and others have announced plans to introduce the "Terminate President's Bank Corruption Act," which, if passed, would prohibit senior government officials from owning or controlling banks. Notably, World Liberty Trust does not intend to become a member of the Federal Deposit Insurance Corporation and is not seeking access to a Federal Reserve master account.

According to Bloomberg, Anthropic's preliminary revenue in the second quarter exceeded $11.5 billion, an increase of at least 14 times compared to $787 million in the same period last year, and higher than the $4.73 billion in the first quarter of this year.The company achieved positive adjusted operating profit for the quarter. In May of this year, Anthropic's annualized revenue surpassed $47 billion.

South Korean enterprise-level AI data infrastructure company GraphAI announced the completion of a $12 million Series A financing round, led by K2 Investment Partners, with participation from A-Ventures and Jiyu Investment, as well as previous participants in the Pre-A round, Quad Ventures, Kiwoom Investment, and We Ventures. To date, the company has raised a total of $14.7 million.GraphAI was founded in 2022 by Professor Min-Soo Kim from the KAIST School of Computing, with the goal of providing next-generation data infrastructure for enterprise AI applications by integrating the capabilities of graph databases, vector databases, and relational databases. Its Akasic platform offers an integrated solution covering enterprise data connectivity, collection, transformation, AI inference, and intelligent agent execution environments.

According to Bloomberg, Australia's richest person Gina Rinehart's investment company Hancock Prospecting purchased 8 million shares of SpaceX in the second quarter, with a holding value of $1.37 billion as of June 30, making it its largest single holding.During the same period, the company also doubled its holdings in Trump Media & Technology Group and increased its positions in the S&P 500 ETF and several defense and energy stocks. As of the end of the second quarter, the total value of its U.S. listed securities was $5.71 billion, a 72% increase from the previous quarter.

Upbit operator Dunamu announced its performance for the second quarter of 2026, with quarterly revenue of 173.5 billion won (approximately 12.3 million USD) and operating profit of 23.5 billion won (approximately 1.665 million USD), a decrease of about 26% and 73% respectively compared to the first quarter.In the first quarter, Dunamu's revenue was 234.6 billion won (approximately 16.6 million USD) and operating profit was 88 billion won (approximately 6.234 million USD). Dunamu stated that the decline in performance this quarter was mainly affected by the overall liquidity contraction in the global digital asset market, leading to weakened investor sentiment.

According to Forbes, after Trump and Musk publicly fell out last year, they currently talk about once a month, often discussing topics such as artificial intelligence and international affairs. However, Trump privately admits that their relationship "will never be the same as it was before."The late conservative activist Charlie Kirk, White House Chief of Staff Susie Wiles, and Vice President JD Vance have pushed for repairing the relationship between Trump and Musk, believing that this relationship is too important to lose.In May of this year, Musk visited China with Trump and other business executives, where they discussed Musk's plans to build new factories in the U.S., family matters, and Musk's plan to invest $100 million to help the Republican Party win the November elections.In an interview with The Economist last month, Musk stated that he had previously "been a bit too involved in politics, and frankly, it got a little out of control." During the fallout last year, Musk publicly criticized Trump administration policies and even called for Trump's impeachment at one point, later deleting some related posts and expressing regret for some of his criticisms of Trump.

Cosmos ecosystem wallet Cosmostation announced that it will officially cease wallet services. Starting from September 1, 2026, the iOS, Android, and Chrome extension versions will only retain the "Export Mnemonic" and "Export Private Key" functions, while other features will gradually be taken offline.Since this wallet is a non-custodial wallet, user assets are still stored on their respective blockchains. Holding the mnemonic or private key allows users to import the wallet into other compatible wallets for continued use. The official strongly recommends that users complete a secure backup of their private keys or mnemonics before September 1.

Bitcoin News posted on the X platform that the 256 Foundation has launched the 256 Red Team security project, which audits ASIC miner firmware through reverse engineering, real-time traffic capture, and reconciliation by share level. The team stated that 41 issue reports have been submitted regarding the original Bitmain firmware as well as third-party firmware such as LuxOS, VNISH, and Braiins OS.Identified issues include unauthenticated factory APIs, paths that allow root access, default credentials, built-in vendor SSH keys, and updaters that cannot verify installed content. After reverse engineering the Bitmain miner daemon and checking real-time connections, researchers reported that no evidence of hash power hijacking, remote kill switches, or hidden beacons was found in the original Bitmain firmware; the related risks are mainly concentrated in third-party "optimized" firmware.Researchers have submitted 3 responsible disclosures to VNISH, Luxor, and Braiins, granting each party 30 days to respond before public disclosure. MicroBT, Canaan, Auradine, Bitdeer, and ePIC will undergo follow-up audits.

TRON Eco released the Q2 2026 Value Deflation Eco Report, with a total repurchase and destruction amount exceeding $34.75 million for the quarter, and the four core projects are advancing in coordination.JST completed its largest repurchase and destruction to date, destroying over 355 million tokens (valued at $34.59 million) in a single event, setting a new historical record, with the cumulative destruction amount reaching 17.29% of the initial maximum supply and a total value exceeding $94.62 million. SUN completed its 51st repurchase and destruction, with over 9.02 million SUN destroyed in a single quarter, bringing the cumulative destruction amount to over 678 million tokens. BTT and WIN announced mechanism upgrades, using all revenue from decentralized business and all revenue from oracle services for repurchase, with the new mechanism to be implemented regularly starting Q3. With the launch of the new mechanism in Q3, all four projects have been incorporated into a sustainable deflation framework, achieving an upgrade from "periodic incentives" to "institutionalized deflation." TRON Eco will continue to drive repurchase and destruction with real revenue, giving back to the community.

Duan Yongping responded on Xueqiu regarding the recent changes in his holdings of Pop Mart, stating that he has "never directly sold a single share of Pop Mart." The changes in his holdings mainly come from options trading and expiration exercises, and do not indicate a long-term bearish view on Pop Mart.Duan Yongping mentioned that when the position of selling puts approaches the limit, he will adopt the strategy of "buying stocks + selling calls." After expiration, if the stocks are called away, it is essentially a similar trading strategy to selling puts that are exercised at expiration. Currently, the options premium for Pop Mart is about 5% per month, and this strategy may continue to be used for a longer period in the future.Regarding the valuation of Pop Mart, Duan Yongping stated, "Currently, I believe the price of Pop Mart is not expensive in the long term, but I don't know about the short term." He emphasized that there is no specific time or price set for selling Pop Mart, and it may be a long time before that happens.

Sources reveal that Goldman Sachs is in discussions with potential investors to participate in Nvidia's $500 billion artificial intelligence financing plan.

According to BBX data, yesterday global publicly listed companies in the US disclosed the latest real accounts regarding their holdings in crypto assets, mining costs, and debt collateral structures. The core updates are as follows:Bit Digital ( NASDAQ : $ BTBT ) narrowed losses in Q2, holding over 164,000 ETH: Nasdaq-listed company Bit Digital announced its financial performance for Q2 2026. The company's total revenue for Q2 was $32.1 million (a 15% quarter-over-quarter increase), with a gross profit of $18.6 million (gross margin of 57.9%), and a net loss attributable to shareholders narrowed to $107.2 million. As of June 30, 2026, the company held Ethereum reserves of 164,310.5 ETH, along with approximately $83.6 million in cash and cash equivalents.Riot Platforms ( NASDAQ : $ RIOT ) Q2 revenue of $174.2 million, reserves over 11,000 BTC: US-listed mining company Riot Platforms released its Q2 financial report, with total revenue for the quarter reaching $174.2 million (a 14% year-over-year increase), of which the data center business contributed $23.2 million; Q2 Bitcoin production was 1,587 BTC, with an average mining cash cost of $49,912 per BTC. By the end of Q2, Riot held over $1.2 billion in liquid assets, including 11,380 BTC (of which 5,821 BTC were used as collateral) and $548.9 million in cash.Nakamoto ( NASDAQ : $ NAKA ) sold 600 BTC to repay loans, still holding 4,467 BTC: Bitcoin treasury company Nakamoto announced its Q2 performance, with total revenue of $35.87 million and a net loss of $133 million. During the quarter, the company sold approximately 600 BTC and some derivative positions, generating about $48 million in net proceeds to repay a Bitcoin collateral loan of $45 million USDT. As of the end of June, the company still held 4,467 BTC (with a fair value of approximately $262 million, of which 3,805 BTC have been pledged as debt collateral), with total debt of approximately $165 million.

OpenAI has appointed its second Chief Revenue Officer in less than a year, with Dali Rajic succeeding Dennis Dreiser. This move shows that the company is working to strengthen sales growth in preparation for a Wall Street listing.OpenAI President Greg Brockman stated that the revenue run rate in July increased by over 20% month-over-month, and the enterprise customer business grew by 32%.