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ElizaOS founder Shaw accused daos.fun founder baoskee of insider trading during the renaming and migration process of the ai16z project, claiming that he profited approximately $6.6 million by selling ai16z. Shaw stated that in June 2025, the project team promised to launch Snapshot voting so that the community could decide whether to rename the project, after a16z had requested a name change to avoid trademark disputes.Shaw claimed that, despite the voting mechanism not being launched as promised, baoskee sold all ai16z in the daos.fun execution wallet after being aware of the pressure to rename and the subsequent migration arrangements, and continued to sell before the project migrated to elizaOS, causing the token price to drop. Shaw believes that baoskee had information that other holders did not possess at that time. In response, baoskee denied the allegations, stating that the Snapshot voting had actually been launched, and that daos.fun had also self-funded to increase and lock over $1 million in ai16z liquidity. He also countered that Shaw had serious issues regarding project operations, token migration, and the use of development funds. Currently, there are significant discrepancies between the two parties' statements, and Shaw indicated that he would attach relevant Solscan on-chain records at the end of the article.

Stacks co-founder Muneeb Ali stated that the Satoshi Upgrade I hard fork has been successfully completed, and the network's level of decentralization has further improved with the launch of the new signer.Regarding Binance's "Observation Label," there are currently no concerns about delisting risks or liquidity, but we still need to wait for the next round of formal assessment.

According to the Financial Times, citing two informed sources, regulators are preparing to lift the exit restrictions on Manus founder and CEO Xiao Hong and others. Xiao Hong has informed employees that he plans to return to Singapore soon.Xiao Hong and Manus co-founder and chief scientist Ji Yichao were asked to stay in the country in March this year. At that time, regulators were investigating whether Meta's acquisition of Manus violated relevant regulations. In April, regulators requested Meta to withdraw the approximately $2 billion acquisition.Manus has officially confirmed this week that it will resume independent operations. The split plan is also taking shape. Original shareholders such as Tencent, ZhenFund, and HSG will participate in the buyback, and Tencent will also acquire most of Benchmark's shares, becoming the largest single shareholder of Manus, but its stake will not exceed 50%. Manus will not be merged into Tencent and will continue to operate independently in Singapore.The final plan still requires approval from regulatory authorities. From the current plan, regulators are requesting the dismantling of Meta's acquisition relationship with Manus, but they have not asked Manus to relocate its business.

According to Bitcoin News, Boltzhq has shut down due to its five-person team being overwhelmed by increasingly complex AI-assisted attacks. A group of experienced Bitcoin users will take over the service with additional capital and engineering resources.The founder has stepped down. The service is currently still offline, and the new team is working to restart it.

Founder of Formula News, Vida, stated that he has hedged through the BTC/USD1 perpetual contract when Bitcoin was around $63,000, exiting about one-third of his BTC position, while still retaining two-thirds of his spot holdings.He indicated that he remains optimistic about Bitcoin in the long term, but the current BTC narrative has been significantly overshadowed by AI, and he expects that a new core narrative will be difficult to emerge in the next 1 to 2 years. He believes that the next bull market for Bitcoin may need to be driven by issues with U.S. Treasuries or the dollar, or rising concerns about fiat currency devaluation, and that prior to this, global assets may first experience repricing.Based on this judgment, he anticipates the opportunity to buy back the positions he exited in the range of $45,000 to $55,000 over the next 1 to 3 years, while retaining two-thirds of his BTC spot as a long-term base.

ChianCatcher news, Terence Lee, one of the early co-founders of BitMart (GBM Global Holding Company Limited), stated, "In recent years, I have not been responsible for the main business of the exchange, and my work has mainly focused on exploring new products and new business. I will withdraw from all company affairs on July 31, 2026, and will not participate in any operations, management, or asset-related matters of the company or any of its affiliated entities. The procedures for resigning from relevant positions and canceling registrations are currently being processed. I deeply regret the difficulties and impacts caused to users by the platform's cessation of operations. However, I currently have no authority to handle matters related to platform assets, accounts, or user funds, nor can I answer questions related to platform operations or asset disposal. Relevant requests should be made through the channels indicated in the official announcement and through legal means. Recently, my identification information, photos, and several false pieces of information have been circulated, and I have reported this to law enforcement and reserved the right to pursue legal responsibility. This statement is my only public explanation regarding this matter, and I will no longer respond to related inquiries individually."

ChianCatcher news, Offchain Labs co-founder Steven Goldfeder tweeted that Arbitrum has been ahead of its time in several aspects. The team strongly advocated for interactive proof design (which was controversial at the time and has now become the standard for optimistic Rollups); chose to establish a business when the business model was still highly controversial; focused on DeFi when most people had not yet understood perpetual contracts and many had given up on DeFi; and launched a dedicated blockchain when the industry generally believed that more chains were unnecessary.Facing backlash each time, but now the industry is aligning with the direction they set from day one: building robust and high-performance financial infrastructure. Goldfeder is proud of the Offchain team for delivering world-class products at an incredibly fast pace and stated that they will continue to deliver, even if most people currently do not understand its necessity; the industry will soon understand.

Derek Chiang, founder of ZeroDev and former employee of Offchain, announced his joining of Ethlabs, stating that he will focus on promoting Ethereum technologies such as real-time proofs, light clients, and fast confirmations into practical products and commercial scenarios.He mentioned that the current adoption of many underlying Ethereum technologies is still significantly lagging behind their potential, for example, some cross-chain bridges still rely on multi-signature verification for L1 deposits; he hopes that Ethlabs will become a market force for the implementation of Ethereum technologies, persuading developers to adopt them through technical and product advantages rather than just ideology.

According to sources, Google co-founder Sergey Brin has urged employees in recent months to focus on bringing the Gemini model back to the forefront of artificial intelligence.

The U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) have filed civil lawsuits against Goliath Ventures and its founder Christopher Delgado, accusing them of operating a cryptocurrency Ponzi scheme with a scale of approximately $400 million. The SEC stated that the company raised at least $425 million from over 1,300 investors through unregistered securities offerings.The SEC indicated that Goliath Ventures promised to invest the funds into cryptocurrency liquidity pools and provide returns of 3% to 10% per month, but did not invest any funds or cryptocurrency assets, and Christopher Delgado misappropriated at least $51 million for personal expenses. The CFTC reported that approximately 1,600 clients invested at least $397 million in Bitcoin and Ethereum trading. Christopher Delgado has agreed to settle the SEC case, with specific terms pending court approval; the CFTC is seeking the return of funds, restitution, civil penalties, and a permanent injunction. Previously, he pleaded guilty to conspiracy to commit telecommunications fraud, telecommunications fraud, and money laundering, admitting to causing investors a loss of at least $250 million.

CryptoQuant founder Ki Young Ju posted on the X platform, correcting the previous analysis of CME Bitcoin futures positions, stating that "Total Reportables (large institutional traders)" was mistakenly labeled as "Leveraged Funds," leading to the belief that CME hedge funds rarely turned into net long positions in BTC futures. However, the actual situation is that leveraged funds still maintain net short positions in BTC futures.Ki Young Ju provided CFTC futures position data as of August 4: 1. Large institutional traders overall show a slight net long position, which includes asset management institutions, market makers, dealers, etc. Ki Young Ju stated that although the net long extent is limited, the previous judgment about institutional direction being bullish still holds. 2. Leveraged funds still maintain net short positions in BTC futures, but over the past year, their standard BTC futures net short position has decreased by about 50% (measured in BTC), mainly due to the decline in basis trading returns. When the futures basis returns fell below U.S. Treasury yields, the arbitrage space narrowed. Leveraged funds currently show a net long position in Micro BTC futures, but the scale is small, only about +394 BTC, which is approximately 1% of the standard BTC futures net short position. Ki Young Ju indicated that leveraged funds overall have not yet turned into net long positions, but their long-term structural shorts are clearly weakening, which may reflect the closing of arbitrage trades and adjustments in directional positions.

F2Pool co-founder Wang Chun stated that they currently do not support the BIP-54 proposal, but if the proposal is strictly advanced according to BIP-9 (Bitcoin Improvement Proposal activation mechanism) and reaches the required absolute majority signal threshold, their team will update the mining pool nodes. Chun indicated that they will not participate in the signal voting for BIP-54 until the formal activation conditions are met.BIP-54 is one of the protocol upgrade proposals recently discussed in the Bitcoin community, involving adjustments to Bitcoin's consensus rules. Wang Chun's statement reflects that some miners remain cautious about the proposal and prefer to promote the upgrade through the standardized BIP-9 process and community consensus.

CryptoQuant founder Ki Young Ju posted that the correlation between Bitcoin and gold has returned to the levels of the digital gold era.

Ethereum developers proposed a "Tapered Issuance Burn" mechanism, planning to gradually burn a portion of the idealized rewards for validators as the ETH staking ratio increases; when the staking amount approaches 50% of the total supply, the net issuance of ETH will drop to 0%. The author of the proposal stated that the ETH staking ratio exceeded one-third of the total supply in April; if not adjusted, Jerome de Tychey indicated that by January 2028, the staking amount could exceed 70 million, accounting for more than 55% of the supply.Supporters believe that excessive staking may cause small independent validators to lose economic viability first, leading to staking concentration among custodial institutions and large service providers; the plan is proposed to be implemented over 18 months, with an additional approximately 6 months reserved for preparation before potential network upgrades. Aave founder Stani Kulechov stated that once the staking rate exceeds 50%, rewards will drop to 0%, and the uncertainty of returns may weaken institutional staking and DeFi demand. He pointed out that ETH lending strategies may be affected, and this proposal is still in its preliminary stage.

CryptoQuant founder Ki Young Ju stated that hedge funds on the CME have turned into net long positions in BTC futures, which is a rare situation.He pointed out that basis trading usually causes hedge funds to structurally hold short positions, which is also the reason why related data has remained negative for years, and basis trading cannot be conducted in a net long position. This shift of hedge funds to net long positions in BTC futures indicates that institutional investors are optimistic about further increases in BTC prices.

F2Pool co-founder Wang Chun stated that OCEAN mining pool co-founder and CTO Luke Dashjr has not only gone bankrupt financially but has also lost his personal credibility.He also sarcastically suggested that Luke might as well try changing the PoW algorithm next, but the outcome would not be good either.

Nansen founder and CEO Alex Svanevik stated that Bitcoin's current price of around $60,000 may have marked the low point of this cycle. "Personally, I don't think Bitcoin will go below $60,000 again; I believe that's in the past, and I think it's forever." Alex Svanevik said this judgment is based on Bitcoin's positioning as a hedge against global central bank currency expansion, and he has not seen signs that the global monetary easing cycle is about to end. At the same time, the crypto industry is undergoing a fundamental transformation; crypto assets were previously in the toy world of blockchain and are now entering the real world era.In terms of the public chain ecosystem, Svanevik holds a long-term bullish view on Solana, stating that the perception of it as merely a meme coin chain is completely absurd. He believes Solana has "possibly the most effective BD team" and "an incredible team." However, Svanevik declined to translate this judgment into a specific price prediction for SOL—"Intuitively, I would think it will rise, but I can't be sure." Svanevik is also optimistic about the Robinhood chain, which just launched in July this year, believing it is rising as a strong competitor to Base due to its excellent user distribution capabilities. However, he judges that Robinhood is unlikely to issue a token—on one hand, it doesn't need to, and on the other hand, as a publicly traded company on NASDAQ, issuing a token would logically contradict competing with its own stock, "All value should be directed to HOOD stock."

Citrini analyst Jukan shared content on platform X stating that industry insiders reported that Google DeepMind co-founder Demis Hassabis had previously planned to leave simultaneously with another co-founder, David Silver. However, Google management was concerned that this news could trigger a significant drop in stock prices, so they hoped to delay his departure. Reports indicate that after Google announced related adjustments, the company's stock did indeed decline. Ultimately, Hassabis was persuaded to take on the role of chairman of DeepMind to help facilitate a smooth transition and create space for a more appropriate departure from Google in the future.It is reported that as David Silver shifts to founding Ineffable Intelligence and John Jumper joins Anthropic, the core AI research and development force at DeepMind is undergoing changes. Some insiders believe that the center of gravity for AI model development at Google has now shifted more towards the Bay Area, leading to a decline in the importance of DeepMind. Internally, Google is focusing on the large language model Gemini to catch up with OpenAI and Anthropic. Hassabis's adjustment reflects a long-standing strategic contradiction within Google: researchers are more focused on long-term scientific breakthroughs, while the commercial team is more concerned with AI products that can be quickly commercialized to drive revenue and stock price growth. Market predictions suggest that Hassabis may leave Google within a year and could potentially start a new venture.

In response to the doubts regarding a large number of users being unable to withdraw funds after the shutdown, BitMart founder Sheldon stated on the X platform: "1. We have not run away, nor will we. 2. Many rumors and so-called revelations from former employees and current employees, screenshots, etc., please do not believe in rumors. 3. The core team is still conducting asset inventory, asset collection, and system maintenance work; orderly refunds are our goal, please wait for announcements and notifications. 4. We have not misappropriated assets, nor have we engaged in early withdrawals or evacuations; we have considered the involvement of courts and third-party auditing agencies to provide a transparent report."