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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 Business Wire, Bitcoin operating company Nakamoto Inc. (NASDAQ: NAKA) announced its financial report for the second quarter of 2026, with total revenue of $35.9 million. The media and asset management business contributed $25.6 million, while the Bitcoin derivatives strategy contributed $10.4 million. The GAAP operating loss was $149.1 million, primarily driven by a $105.2 million non-cash goodwill impairment and a $48.7 million Bitcoin market value loss;Excluding the aforementioned non-cash items, the adjusted operating income was $7.3 million, marking the first positive value since the company's transformation into a Bitcoin operating company. During the period, the company repaid approximately $45 million in USDT debt and deferred about $105 million in USDT principal until June 30, 2027. As of June 30, the company held 4,467 Bitcoins, with a fair value of approximately $261.5 million, and a net digital asset leverage ratio of 56%.

Lenovo Group released its Q1 financial report for the fiscal year 2026/27, with revenue of $26.9 billion, a year-on-year increase of 43%, setting a new record for a single quarter; gross margin at 16.5%, up 1.8 percentage points year-on-year; loss attributable to equity holders of $609 million, primarily due to a non-cash fair value loss from the revaluation of $1.7 billion in warrants. Adjusted profit attributable to equity holders was $1.075 billion, a year-on-year increase of 176%, surpassing the $1 billion mark for the first time; adjusted diluted earnings per share were 7.39 cents, a year-on-year increase of 176%.All three business groups achieved record revenue in the first fiscal quarter. The Intelligent Devices Group reported revenue of $17.1 billion, a year-on-year increase of 27%, with a global PC market share of 24.2% and an AI PC market share of 25.1%; smartphone revenue also reached a record high in the first fiscal quarter. The Infrastructure Solutions Group reported revenue of $8.5 billion, a year-on-year increase of 98%, with an operating profit margin rising to 9.1%, and AI server order backlog reaching $54 billion, a quarter-on-quarter increase of 157%. The Solutions and Services Group reported revenue of $2.9 billion, a year-on-year increase of 28%, with an operating profit margin of 24.2%.AI-related revenue grew by 60% year-on-year, accounting for 35% of total revenue. As the official technology partner of the FIFA World Cup, the group deployed AI technology and over 25,000 devices for all 104 matches. Regionally, revenue in the Americas grew by 58% year-on-year, the Central and Eastern European market grew by 53%, and China grew by 25%. The group ranked in the top five in Gartner's global supply chain rankings and rose to 153rd place in the Fortune Global 500 rankings.

Design software company Canva has lowered its annual revenue growth forecast by one-third to 20% due to AI feature delivery costs far exceeding expectations. CEO Melanie Perkins stated that user demand for AI features "significantly exceeded expectations," but the company has decided to postpone the large-scale launch of related products until it optimizes its architecture, reduces unit costs, and improves its business model. Since the release of Canva AI 2.0 in April, the cost per task has decreased by nearly 90%, but the volume of designs generated by AI users is three times that of previous versions, and economic pressures remain.This case reflects a common dilemma in the software industry: the cost of AI inference is breaking the traditional software "zero marginal cost" profit logic. Pitchbook analysts pointed out that Canva and Figma are the "most obvious signals" of this trend. Figma's free cash flow profit margin in the second quarter has dropped from 27% in the first quarter to 14%, and revenue growth in the third quarter is expected to slow from 48% to 36%. Canva previously sold employee shares at a valuation of $42 billion, and the market had anticipated its IPO in 2026, but analysts now believe the IPO may be delayed until next year.

According to Cointelegraph, Hyperliquid will expand a deployer-controlled scaleWei function for HIP-1. This function can proportionally adjust the balances of a certain token among all holders, equivalent to an on-chain version of a stock split, and can also be used to handle airdrops, dividends, repricing, and reverse mergers.According to the announcement, during the execution of the rescheduling, unfilled orders will be canceled and replaced according to the effective rescheduling ratio, rounded down, while totalWei is allowed to be negative, enabling reverse rescheduling. The initiating address can be a system address from Core to EVM, or a treasury address specified and signed by the deployer.

The U.S. July seasonally adjusted CPI annual rate is 3.4%, expected 3.4%, previous value 3.50%.

According to FX News Group, the crypto platform Crypto.com and Trump Media & Technology Group Corp (NASDAQ: DJT) announced adjustments to their previously announced prediction market integration plan. The two parties will no longer develop a direct prediction market integration on Truth Social, but will instead shift to a marketing cooperation agreement to promote Crypto.com's prediction market products to the Truth Social user base.According to TMTG interim CEO Kevin McGurn, the company's strategic focus is on increasing revenue for Truth Social, continuing to expand its global media business, and completing the merger with TAE, and this marketing agreement aligns better with the company's priorities.It is reported that Crypto.com is actively expanding its product line beyond digital assets and has recently hired former OKX executive Iskandar Vanblarcum to lead its prediction market department.

Yushu Technology officially launched online and offline subscriptions on August 10, with an issue price of 150.80 yuan per share. The total market value after issuance is approximately 60.993 billion yuan, with total fundraising of nearly 6.1 billion yuan, and the issuance price-to-earnings ratio is 219.23 times, significantly higher than the industry average of 38.56 times.Meituan holds a total of 9.65% of Yushu's shares before issuance through its three subsidiaries, making it the largest external institutional shareholder; Sequoia China holds a total of 7.11%, ranking second. Based on the issue price, the two institutions will receive substantial paper returns. Sequoia first participated in the capital increase in December 2019 with 15 million yuan, at which time the post-investment valuation was only 150 million yuan.A fund under DJI planned to invest 10.1286 million yuan in 2018 for a corresponding shareholding of about 17%, and completed the business registration, but chose to withdraw its investment in 2019. If this investment had been retained until now, the corresponding market value would be approximately 3.7 billion yuan based on the issue price. DJI did not explain the reason for the withdrawal, but in 2019, the company announced an anti-corruption notice, disclosing the handling of 45 employees suspected of corruption, which led to a complete halt of the investment department's work.Among other major shareholders, Jingwei Venture Capital holds 5.45%, Shunwei Capital holds 4.42%, and CITIC Securities holds a total of 4.49%. In terms of strategic placement, DeepSeek received 933,400 shares (subscription of 141 million yuan), and Shanghai Qishan Investment, a subsidiary of Tencent, received 903,300 shares. CITIC Securities, as the sole sponsor, will receive approximately 145 million yuan in sponsorship underwriting fees and will be allocated 808,900 shares through co-investment. Yushu also reminds that the issuance price-to-earnings ratio is significantly higher than the industry average, posing a risk of stock price decline. The deadline for payment for successful applicants is August 12.

This week will see several important events and data. On Monday, the Bank of Japan will release the summary of opinions from the July monetary policy meeting. On Tuesday, the Reserve Bank of Australia will decide on interest rates and hold a press conference. On Wednesday, the United States will release the July CPI data and EIA crude oil inventory. On Thursday, the UK and Eurozone will publish various economic data, and JD.com and Tencent will release their financial reports. On Friday, France and the Eurozone will release CPI and GDP data, and a new round of pricing adjustments for domestic refined oil will begin.

The European Union (EU) has decided to review the current regulatory framework for crypto assets and stablecoins, even as the European Commission's Directorate-General for Financial Stability, Financial Services and Capital Markets Union is still consulting on whether to review the MiCA-related stablecoin provisions. This review aims to address the issue of non-EU stablecoin issuers being unable to obtain licenses due to current requirements.The review will be influenced by the passage of the U.S. GENIUS Act and the Trump administration's push for stablecoin policies. The current framework does not include major foreign stablecoin issuers, including Tether, and Patrick Hansen, Senior Director of Stablecoin Strategy and Policy at Circle, stated that this leaves European crypto users unprotected or isolated. EU diplomats will also assess whether to expand the scope of MiCA to include tokenized payment methods and tokenized deposits. The transition period for MiCA, aimed at crypto asset service providers, ended on July 1, and the framework was approved by the EU Council on May 16, 2023, with some provisions based on market conditions from over three years ago.

U.S. July seasonally adjusted non-farm payrolls decreased by 23,000, expected 80,000, previous value revised from 57,000 to 20,000.

According to The Information, Nvidia is weighing a significant adjustment measure, considering using less high-bandwidth memory for the Rubin Ultra GPU to address the shortage of advanced high-bandwidth memory chips.

According to Globenewswire, Grayscale announced that it has completed the regular rebalancing of its multi-asset digital asset fund for the second quarter of 2026, adjusting the asset weights for the DeFi fund, smart contract fund, and decentralized AI fund.The DeFi fund DEFG Fund sold Uniswap (UNI) and reallocated the proceeds according to the existing fund component weights. As of August 3, the DEFG Fund's holdings include: UNI 34.16%, Ondo (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve DAO Token (CRV) 4.42%, Lido DAO (LDO) 3.82%.The smart contract fund GSC Fund sold some existing assets according to index rules and used the funds to buy BNB, making BNB the largest asset allocation in the fund at 30.6%. Other major holdings include Ethereum (ETH) 29.47%, Solana (SOL) 29.15%, Cardano (ADA) 4.88%, Hedera (HBAR) 2.08%, Avalanche (AVAX) 1.92%, and Sui (SUI) 1.9%.The decentralized AI fund sold NEAR Protocol (NEAR) and reallocated funds according to the existing asset proportions. As of August 3, the fund's holdings include NEAR 31.35%, Bittensor (TAO) 29.15%, Render Token (RENDER) 21.59%, and Filecoin (FIL) 17.91%.

SolanaFloor stated that the first block time adjustment for Solana under the SIMD-0525 framework will go live on the testnet within two hours.This adjustment lowers the target block time from 400 milliseconds to 350 milliseconds, marking the first step in a four-phase plan to achieve a target block time of 200 milliseconds.

According to Jinshi, Bank of America expects the yen to strengthen after intervention actions, adjusting its year-end USD/JPY forecast from 152 to 149, with the current level being approximately 157.7.

According to Jinshi News, the recent sharp rise of the yen has triggered a sell-off in the Japanese stock market on Monday, but analysts believe that the risk to corporate earnings is manageable. A survey by the Bank of Japan shows that the weighted average exchange rate assumption for the dollar against the yen adopted by companies is 151.49, and the current yen to dollar exchange rate is still about 5 yen away from this level.Yugo Tsuboi, Chief Strategist at Daiwa Securities, stated that unless the yen/dollar appreciates further to near the 150 level, the risk of downward adjustments to corporate earnings should be very small.

According to Jinshi reports, Bank of Japan Governor Kazuo Ueda stated that the Bank of Japan is expected to continue raising interest rates and will adjust the intensity of its easing policy based on economic, price, and financial conditions.

Aave founder Stani stated that the recent gradual contraction of low adoption assets and networks on Aave should not be interpreted as a judgment on any L1 or L2. This move is primarily aimed at reducing Aave's risk exposure in operational, technical, and economic aspects, thereby concentrating resources on more impactful key directions, including expanding existing high-value markets and developing securities financing business.He also emphasized that L2 remains an important component of the Ethereum user experience. For example, the stablecoin vault in the Aave application uses L2 as its accounting layer, with the goal of driving mainstream users into decentralized finance. Meanwhile, networks like Avalanche are also promoting the on-chain of real-world assets through institutional business expansion, which has been a relatively weak area for Ethereum in the past.