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On-chain analysis firm Glassnode stated that the native support for Bitcoin has begun to disappear. The large buy walls accumulated below the price in June have started to withdraw, and the remaining support is clearly thinning, forming a weaker bottom structure.Glassnode indicated that it continues to closely monitor this indicator in its weekly updates, showing that the liquidity and buy thickness below the market are weakening, and attention should be paid to the subsequent price volatility risks.

According to monitoring by Catcher Predict, in the event "LoL: BNK FEARX vs DN SOOPers LCK Third to Fourth Round Promotion" on the prediction market Polymarket, the "Yes" option for the sub-market "Both teams kill a dragon" has experienced a sharp fluctuation in win rate, soaring from 50.5% an hour ago to the current 90% (a fluctuation of 39.5%). Please note the impact of relevant breaking news.

Coinbase posted on the X platform stating that AiFi-related content is for reference only and does not constitute investment advice or recommendations.Trading involves significant risks and may result in the loss of the entire investment. Users must make their own decisions regarding all activities of the AI agent and bear all risks associated with the transactions executed by the AI agent and the use of their data by third-party AI providers.

According to PR Newswire, Bitmine, the treasury company of Ethereum, announced that its board has approved a cash dividend plan for the A Series perpetual preferred stock BMNP for 17 subsequent distributions within the year, including the record dates, payment dates, and the amount of dividends per share for each period.It is reported that BMNP holders will receive cash dividends according to the terms of the preferred stock, with the distribution period covering from August to December 2026. The amount for each distribution is mostly $0.1847 per share, with some periods at $0.1583, and the final distribution at the end of the year reaching up to $0.2639 per share, with the related dividends to be paid in cash.

In the second quarter 13F holdings report for 2026 (reporting period ended June 30, 2026), Bridgewater Associates, founded by Ray Dalio, disclosed a reduction of 1,359,038 shares of Micron Technology, still holding approximately 116,700 shares, with a reduction ratio of about 92%.

"White-haired stock god" Serenity responded to the "zeroing" rumors, stating that after the collapse of the AI sector in July, the year-to-date (YTD) return still reached +2,411.84%.It indicated that approximately 69.2% is unrealized gains, of which about 2% comes from options and 98% is pure stocks; the peak drawdown was about 77.8%, with almost no risk of liquidation at the low point, but the recovery speed is relatively slow. Previously, $EWY bulls rose about 450% at the peak, constituting the main part of the early realized gains, and they still hold a certain scale of positions.

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.

Binance Research data shows that Generation Z investors are gradually shifting towards long-term asset allocation tools such as ETFs. Compared to Millennials, Generation X, and Baby Boomers, their trading frequency is lower, and their preference for leverage is also weaker.Data indicates that at the beginning of August, ETFs accounted for 25% of the stock trading volume among Generation Z users. In July, the proportion of net inflows into stocks from ETFs for Generation Z reached 21.9%, up from 18.5% in June; during the same period, the proportion of individual stock investments decreased from 77% to 74.2%.Binance Research analyzed trading behaviors in direct stocks, tokenized stocks, and traditional financial perpetual contracts. The data shows that Generation Z's trading activity in all three asset classes is lower than that of other working-age groups.Among them, Generation Z's traditional financial perpetual contract accounts traded an average of 13 times per month, lower than the 17 times of Millennials and 16.5 times of Generation X. In direct stock accounts, 22% of Generation Z users have never sold stocks, higher than the 19% of Generation X and 9% of Baby Boomers.Among Generation Z accounts that bought but did not sell, the assets with the highest cumulative purchase amounts include Broadcom, Tesla, and Charles Schwab U.S. High Dividend Stock ETF.In terms of leveraged products, Generation Z shows a lower risk appetite. Data indicates that 88.2% of Generation Z's traditional financial perpetual contract accounts have never traded leveraged or inverse ETFs, higher than the 84.5% of Millennials and 85.9% of Generation X.Additionally, the tokenized stock market continues to expand. Data shows that Binance's bStocks recently briefly surpassed Kraken's xStocks, becoming the second-largest tokenized stock issuance platform globally. As of the latest data, Ondo Finance ranks first with approximately $972 million in tokenized stock value, while xStocks and bStocks are approximately $611 million and $580 million, respectively.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 35, an increase of 5 points from yesterday. The average over the past 7 days is 30, and the average over the past 30 days is 28.

Zach Pandl, the head of research at Grayscale, posted on the X platform comparing Ethereum to a "small country" and discussed the ETH issuance mechanism. He believes that Ethereum has only one core "government function": to protect property rights and value exchange within the system. Unlike traditional countries that provide public services through taxation, Ethereum primarily funds network security through "seigniorage," which is the issuance of new ETH.In this framework, the stakers responsible for maintaining network security are akin to a group providing public services, as they receive rewards through newly issued ETH. Therefore, Ethereum's staking mechanism and ETH issuance policy essentially constitute the network's fiscal and monetary policy. Zach Pandl pointed out that the Ethereum community needs to decide how much "new currency" should be used to cover network security costs. More security typically means stronger protection of property rights, but at the cost of a higher ETH issuance rate and potential other risks.For example, if network security increasingly relies on a few large staking service providers, there remains room for discussion about whether these providers can maintain the asset rights of all users completely neutrally. Pandl believes that, just as in traditional economies, no one knows the "optimal level" of government spending and currency issuance; the same applies to Ethereum. However, Ethereum has several key security thresholds, including: 1/3: an attacker reaching this ratio may affect finality; 1/2: affects blockchain fork choice; 2/3: can control the finality process. Some community members believe that the design of Ethereum's monetary and fiscal policy should consider the security trade-offs brought by these key ratios, while the current mechanism has not adequately incorporated these factors. However, the above analogy is not entirely accurate, as it does not yet involve other important factors such as the ETH burn mechanism, MEV, governance, etc.

The French Minister of Finance confirmed that hackers breached the French Public Finance Directorate system at the end of June and stole personal and corporate taxpayer data. According to the platform FrenchBreaches, which tracks cyberattacks in France, this incident affected approximately 678,437 people, equivalent to about 1% of the French population, but the exact number is still under investigation and has not been finally confirmed.The leaked data reportedly includes sensitive information such as names, birth dates, home addresses, phone numbers, email addresses, tax identification information, and income data. Among them, nearly 27,000 individuals had tax incomes of at least 100,000 euros, 386 exceeded 1 million euros, and another 8 exceeded 10 million euros. Reports indicate that the database has been sold on the dark web market for thousands of euros. The attackers, calling themselves ZeroBytes, claimed they extracted the relevant records using an internal search tool, which was only discovered later when access was cut off.This incident has raised concerns in the cryptocurrency industry, as there has been a noticeable increase in "wrench attack" violent robbery incidents targeting cryptocurrency holders in France in recent years. If high-income individuals' addresses and contact information are leaked, it could provide criminals with a more precise target list.

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.

Broadcom fell nearly 7% during Friday's trading, as the market expressed concerns about the financing model behind its AI infrastructure expansion. Bank of America analysts estimate that the financing platform built by Broadcom for AI chip customers could accumulate up to $370 billion in preferred debt by mid-2029. Broadcom has provided guarantees for lease payments for some customers, with the first transaction guarantee amounting to approximately $29 billion.

According to Gate market data, the panic index VIX continues to decline, reaching a new low during the session since December 30 of last year.

According to the monitoring by the head of Galaxy Research, it has communicated with over 190 victims of Coldcard vulnerability attacks and has asked victims who have not yet contacted them to reach out via private message so that they can provide tracking information and assist in reporting losses to the relevant authorities.Since August 6, no new attack incidents have been confirmed, but this does not mean that new attacks will not occur, and vigilance is required.

Grayscale Research Director Zach Pandl stated that the two major blockchain networks, Ethereum (ETH) and Solana (SOL), are considering adjusting their token economic models to enhance asset scarcity by reducing future token supply growth through lowering annual inflation rates. As important native assets supporting stablecoins and tokenized asset ecosystems, the prices of ETH and SOL are primarily determined by supply and demand dynamics. If the relevant code upgrade proposals are approved, under unchanged conditions, lower supply growth may provide support for token prices.According to Grayscale's analysis, if the relevant adjustments are implemented, the supply inflation rates of BTC, ETH, and SOL will continue to decline over the next five years. By the end of 2031, the annual inflation rates for Bitcoin and Ethereum are expected to be around 0.4%, and Solana around 1.1%, which is lower than gold's annual supply growth rate of about 1.8% and the U.S. CPI inflation level of about 3.3%. Currently, these token economic adjustments are still in the community discussion phase. Among them, the Solana-related proposal has gained broader support and has a higher likelihood of implementation; the Ethereum proposal still requires further discussion.If the adjustments are implemented, staking users may face reduced token rewards, as part of the staking income comes from the issuance of new tokens. However, due to the decline in the growth rate of circulating supply, the scarcity value of the tokens may increase, potentially providing price support. For ETH and SOL holders who do not participate in staking, they may benefit directly; the final returns for stakers will depend on the balance between the decrease in rewards and the increase in prices. Zach Pandl concluded that ETH and SOL are becoming important digital commodities supporting stablecoins and the tokenization of real assets, and the economic model adjustments aimed at reducing inflation may further strengthen their scarcity attributes.

According to on-chain analyst Yu Jin's monitoring, in the last 23 hours, 3.72 million UNI (worth 12.63 million USD) were transferred to exchanges such as Binance, Coinbase, OKX, and Bybit via the market maker Cumberland.The price of UNI dropped from 3.59 USD to 3.22 USD, a decrease of 10%.

According to Bloomberg, Kraken operator Payward disclosed that due to a slowdown in industry trading activity, the company's adjusted pre-tax profit for the second quarter of 2026 was $23 million, a 71% decrease from $79.7 million in the same period last year; during the same period, adjusted revenue increased by 17% year-on-year to $508 million.Payward stated that although revenue continues to grow, the overall trading volume in the cryptocurrency market is weak, putting pressure on profitability. Kraken has been continuously expanding its institutional business, derivatives trading, and on-chain services in recent years, but changes in the industry cycle still exert pressure on its core trading business.