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CryptoQuant analyst Axel Adler Jr. stated that the supply of Bitcoin long-term holders (LTH) is currently 16.35 million BTC, which is only 58,000 BTC lower than the historical peak of 16.41 million BTC set on July 30, having increased by 1.38 million BTC in the past 90 days. Meanwhile, in the past 15 days, there were only 2 days when the LTH supply decreased, with the frequency of decline approaching the lowest level, indicating no significant selling pressure.In terms of price, Bitcoin is currently around $64,200, with the LTH cost basis at about $49,400, corresponding to 1.3 times. It has been in a lower risk zone between the LTH cost basis and 1.5 times ($74,100) for 78 consecutive days. If it breaks through $74,100, it will enter a normal risk zone; if it falls below $49,400, the overall LTH will fall into a loss. The analyst pointed out that the current supply structure is constructive, but it cannot yet confirm that demand is strong enough to drive a new round of increases.

The Monad Foundation has announced the completion of an early investor liquidity program, intending to repurchase a portion of early investors' locked MON tokens at a discount to reflect the discount arrangement of the four-year lock-up period, with a total repurchase cap of $60 million. The repurchased tokens remain subject to the original lock-up terms. The foundation stated that the program aims to provide an orderly exit option for early investors whose liquidity needs or investment goals have changed, and to support the long-term consistency of remaining holders.However, nearly all contacted holders refused to participate, and the program has now ended. The foundation stated that the Monad Foundation has not sold MON through over-the-counter or other means, and is currently not involved in any related processes; any contrary claims are untrue.

KOL Ansem (@blknoiz06) announced the launch of the first on-chain index z500 on Ansem.io. The protocol allows new project teams to airdrop a portion of their token supply to $ANSEM holders at the time of token issuance, and to demonstrate long-term alignment intentions by buying and burning $ANSEM, thereby improving their ranking on the z500 leaderboard. $ANSEM holders only need to hold one token to gain exposure to multiple successful projects through automatic airdrops.Ansem stated that Pump.fun solved the token creation problem but has yet to address the filtering and curation issues. z500 requires teams to invest value upfront (such as buying and burning $ANSEM) to enhance transparency and filter long-term projects, reducing bundled sell-offs and quick exits. The leaderboard will showcase teams that buy and burn the most $ANSEM and those with the best market performance of airdropped tokens. Ansem claims it will actively share the top projects on the list and noted that the market cap of $ANSEM has risen from about $200,000 to over $200 million since its takeover.This mechanism aims to flip the creator economy model, allowing brands to deliver value directly to $ANSEM holders instead of paying KOLs who might sell off, thus providing productized alignment marketing for quality teams while enhancing network effects.

CryptoQuant analyst Axel Adler Jr stated that short-term holders (STH) of Bitcoin are currently at a loss relative to their entry cost, but the realized loss is limited, and there are no signs of large-scale selling or capitulation in the market. The STH MVRV is approximately maintained at 0.94, remaining below the 1.0 parity level for 98 consecutive days, corresponding to over three months of sustained unrealized losses. This group has a realized price of about $67,300, while the spot price is around $63,200, with an average unrealized loss of about 6%. The price still stands above the -1σ support level of $59,300, with a deeper pressure zone at -2σ located at $49,200, showing a controllable pullback rather than structural damage.In terms of behavioral indicators, the STH SOPR (7-day moving average) is running at about 0.996, slightly below 1.0, indicating that this group is on average realizing small losses, but the losses are shallow and close to the breakeven line. The indicator has recently fluctuated narrowly between 0.996 and 1.002, briefly touching 1.0 on August 10 before retreating, with no signs of a deep selling wave. MVRV and SOPR corroborate each other: short-term holders are under pressure and realizing small losses, but this has not evolved into panic selling.Analysis points out that an upward recovery requires SOPR to stabilize above 1.0 and MVRV to rise above 1.0 (with the spot price breaking above the realized price of about $67,300); the downside risk lies in losing the $59,300 -1σ support and extending towards $49,200, while SOPR further weakens. The current structure is still supported, with pressure present but no signs of capitulation selling yet.

According to Cointelegraph, data from RWA.xyz shows that in the past month, the number of tokenized stock holders has more than doubled, reaching 1.31 million. During the same period, monthly transaction volume surged nearly 180%, reaching $23.13 billion, while the number of monthly active addresses grew by 34.62%, reaching nearly 572,000. The total value of tokenized stocks also increased by 5.9%, reaching $2.38 billion.Ondo leads the market with a value of approximately $872 million, followed by Kraken's xStocks ($557.8 million) and Binance's bStocks ($521.8 million). The largest individual tokenized assets include Securitize ($145.2 million), Strategy PP Variable xStock ($135.6 million), and Ondo's tokenized Circle shares ($99.7 million).

Bitcoin News posted on the X platform that a long-term Bitcoin holder had all assets withdrawn from their account less than 12 hours after transferring BTC to a major exchange in Australia.According to friends, the hacker had infiltrated their Google account for about 3 months and obtained the Google Authenticator verification credentials for their email and cloud backup, subsequently waiting for them to deposit BTC into the exchange. The exchange identified the hacker as the account holder and approved the withdrawal, with the holder receiving a withdrawal approval notification at 3 AM. The post suggested disabling Google Authenticator cloud backup and using hardware security keys like YubiKey; setting up two keys can serve as a backup in case one is lost.

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 on-chain analysts, a Bitcoin whale who has held their position for three years has a cost basis as low as $20,000, with peak unrealized profits exceeding $15.31 million.This address deposited 158.7 BTC, worth $10.01 million, to Coinbase 8 hours ago, with the funds sourced from another address that withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, this whale did not choose to take profits; if they sell now, they will make a profit of $6.206 million, which is more than a 40% reduction from the peak profit.

The Chief Financial Officer of SanDisk stated that it is expected to obtain a total contract amount of $93.9 billion from 8 customers during the contract period, with a Non-GAAP gross margin of approximately 80% for the fiscal years 2028 to 2030, and a Non-GAAP operating profit margin expected to reach about 75%. It is anticipated that the adjusted free cash flow profit margin will remain at 50% for the fiscal years 2028 to 2030. The company stated that in the future, after fulfilling strategic investment and business development needs, it will return 100% of excess cash to shareholders.SanDisk expects that as the storage industry cycle improves and the demand for high-performance computing (HPC) and artificial intelligence infrastructure grows, the company's profitability will further enhance, and shareholder value will be increased through high-margin businesses and capital return strategies. This capital allocation plan shows that SanDisk will prioritize business expansion and strategic investments in the future while returning remaining cash to investors through stock buybacks, dividends, and other means.

According to News1, South Korea will expand the registration review scope of Virtual Asset Service Providers (VASP) to include major shareholders starting from August 20. If there are changes to the major shareholders or the company's legal compliance framework, operators must notify the financial authorities 30 days in advance.The Financial Intelligence Unit (FIU) and the Financial Supervisory Service (FSS) announced the revised registration manual at a briefing held in Seoul for virtual asset service providers and potential operators. The review targets not only the largest shareholders and major shareholders holding more than 10% of shares but also shareholders with special connections to the largest shareholders. If the largest shareholder is a legal entity, the largest shareholder of that entity and its representatives may also be included in the review scope.

Trader Murphy (@Murphychen888) posted on the X platform that the realized price for Bitcoin short-term holders (holding period < 3m) is currently about $67,900. Since June 20, BTC has been continuously suppressed after rebounding close to this cost line, and it has been nearly 2 months now. Meanwhile, the slope of this cost curve has approached zero, indicating that the related chip turnover activity continues to decline.Analysis points out that a similar situation occurred at the end of the bear markets in 2018 and 2022, when BTC was suppressed by the < 3m realized price for about 3 consecutive months, followed by severe fluctuations due to the BCH hash war and the FTX incident, respectively. Continuous suppression by this cost line may reflect that the market is in a structurally weak equilibrium state, and any external force could break this weak equilibrium.

Rosherville Pty Ltd, a shareholder of the Australian Securities Exchange (ASX), has notified the ASX of its intention to apply to the Federal Court for permission to initiate a statutory derivative action against certain former ASX officials and directors. If approved, Rosherville will sue on behalf of the ASX. The ASX stated that the relevant lawsuit does not accuse the ASX itself, but has not disclosed the identities of the former officials involved, the specific obligations allegedly violated, or the remedies sought. The Federal Court has not yet considered whether the case can proceed.The ASX has been advancing a blockchain-based CHESS clearing and settlement system replacement project since 2016, which was suspended in November 2022 and abandoned the blockchain solution in May 2023. On July 3, 2026, the Federal Court ordered the ASX to pay a fine of $14.4 million and $2.1 million in litigation costs to the Australian Securities and Investments Commission (ASIC).

According to Caixin's disclosure, Tencent, Zhenge Fund, Sequoia China, and other major shareholders of Manus previously repurchased Manus shares from Meta for $2 billion. This $2 billion transaction price is close to the acquisition price announced by the American social media tech giant Meta in December 2025. Benchmark was the largest shareholder before the acquisition but will not participate in this repurchase of Manus. Benchmark's previous shares will be acquired by Tencent, which will become Manus's largest shareholder. Currently, Manus is operating normally.Yesterday, Manus announced that it will soon resume independent operations. To complete this transition and meet regulatory requirements in some jurisdictions, affected users must complete data backups by 7:59 AM Singapore time on August 23 and begin data recovery from 8:00 AM on August 25 to ensure normal usage thereafter. Manus also stated that it is preparing a series of new features to further expand the capabilities of general AI entities and expressed optimism about the development prospects after the company resumes independent operations.

According to South Korean media Edaily, the Financial Intelligence Unit (FIU) of South Korea announced that the amendment to the enforcement decree of the Specific Financial Information Act, aimed at strengthening regulation of the cryptocurrency industry, has been approved by the State Council.The main changes of the new regulations include: regulatory agencies will conduct stricter reviews of the qualifications of major shareholders of exchanges, while requiring that the debt ratio of exchanges must not exceed 200%. In addition, the previous Travel Rule only applied to transactions over 1 million won, but will now cover all transfers without a monetary threshold. Transactions involving overseas exchanges and personal wallets will be subject to differentiated control based on risk levels. The new regulations also require exchanges to be equipped with professional personnel and necessary equipment, and to establish internal control systems, with existing exchanges granted a one-year grace period. Some provisions will take effect on August 20, while those related to the Travel Rule will be officially implemented six months later.

According to Nikkei News, the largest shareholder of the Japanese NAND manufacturer Kioxia has changed from Toshiba to the special purpose company BCPE Pangea Cayman 2 (SPC2), which holds 14.19% of Kioxia's shares, slightly higher than Toshiba's reduced stake of 14.06%. SPC2 is the entity through which SK Hynix invested via convertible bonds (CB).From July 15 to August 3, Toshiba reduced its stake in Kioxia in seven transactions, decreasing its holding from 15.10% to 14.06%. In 2018, SK Hynix invested approximately 40 trillion won in Kioxia through two SPCs, one of which, SPC1, co-funded with Bain Capital, completed its share sale when Bain Capital exited in June this year, while SPC2, which was solely funded by SK Hynix with about 13 trillion won, continues to hold its shares. If the CB is converted into stock, SK Hynix will gain voting rights. However, industry assessments suggest that the actual impact on Kioxia's operations is likely low, as exercising voting rights requires approval from various countries' competition and antitrust authorities. The Japanese government may not easily approve this due to considerations for protecting its domestic semiconductor supply chain. Kioxia is currently the third-largest NAND manufacturer in the world, following Samsung Electronics and SK Hynix.

Bitcoin Treasuries.NET posted on platform X that Strive (ASST) has purchased 147 bitcoins again, bringing its total holdings to 20,167 bitcoins, ranking 7th among the top 100 bitcoin holders.

According to South Korean media NATE, the Korea Regulatory Reform Committee has proposed amendments to the enforcement decree of the Specific Financial Transaction Information Act, excluding minor violations from the qualification restrictions for major shareholders of Virtual Asset Service Providers (VASP).This move has sparked discussions in the market regarding exchange mergers and acquisitions, the entry of new businesses, and the fairness of regulation. The proposal to relax restrictions also involves issues related to the boundaries of the enforcement decree's authority.

According to CNBC, a research report published in March by the academic journal "Accounting Research Review" estimates that only 32% to 56% of cryptocurrency holders in the United States have reported their transactions to the federal government. The IRS will require brokers to send investors Form 1099-DA, detailing their total gains from digital assets, starting from the 2025 tax year. Accountants say that determining the taxes involved in digital asset transactions has historically been an extremely complex task, often much more difficult than calculating taxes for traditional financial assets like stocks and bonds.

According to the Korea Economic Daily, SK Hynix is preparing a shareholder return plan that includes stock buybacks and cash dividends, with a total scale expected to be about 100 trillion won (approximately 71 billion USD).Among them, the stock buyback scale is expected to reach 40 trillion won (approximately 28.4 billion USD), accounting for more than 2% of the company's total issued shares. This scale is close to the proportion of new shares issued for the American Depositary Receipts (ADR) listing previously by SK Hynix.Compared to last year's shareholder return scale of about 14.3 trillion won (including about 2.1 trillion won in cash dividends and about 12.2 trillion won in stock cancellations), this plan's scale has increased by about 7 times.Behind SK Hynix's large-scale return plan is its leading position in the AI infrastructure core storage HBM (High Bandwidth Memory) market. The company expects revenue of about 345.6 trillion won this year, with operating profit of about 266.4 trillion won, representing year-on-year growth of approximately 256% and 464%, respectively.Previously, SK Hynix stated in its earnings call that HBM4 shipments will officially ramp up in the second half of the year, while advanced process DRAM shipments will also increase, with overall shipments expected to be higher than in the first half.Market institutions believe that as the demand for AI computing power continues to grow, SK Hynix's improved profitability may drive a recovery in the company's valuation. HSBC previously pointed out that the market's pricing of SK Hynix's profit cycle has been relatively pessimistic, and this shareholder return plan may become one of the important factors for valuation improvement.