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According to regulatory filings, the Morgan Stanley Bitcoin Trust (MSBT) recorded approximately $371.1 million in total share subscription contributions within 85 days of its listing, including about $200.3 million in cash and approximately $170.8 million in Bitcoin. During the same period, the fund's net assets decreased by approximately $6.68 million due to operations, almost entirely from unrealized depreciation in Bitcoin (approximately $6.617 million), along with realized losses of about $618,600 and sponsor fees of about $72,300, not caused by large redemptions by investors.The documents show that the redemption allocation during this period accounted for only about 1.42% of the total subscription contributions. The fund issued approximately 17.9 million shares and redeemed 250,000 shares (corresponding to 1,790 creation baskets and 25 redemption baskets). The share circulation increased from about 17.65 million on June 30 to about 21.74 million on July 31, an increase of approximately 23.17%. Creation and redemption were conducted by authorized participants at a net asset value of 10,000 shares per basket.

Vitalik Buterin and Etherealize co-founder and CEO Vivek Raman, supported by the Ethereum Foundation, warned that Wall Street's renewed enthusiasm for private, permissioned "consortium chains" is recreating a fragmented system, undermining the interoperability and liquidity that blockchain should bring, akin to "race to the bottom." He pointed out the rise of gated networks such as Digital Asset's Canton Network, Circle's ARC, and Stripe's Tempo, reminiscent of the R3 and Hyperledger consortium chains 2.0 from years past, where institutions will ultimately find themselves in a situation of competing consortium chains, needing permission or membership to participate.Raman emphasized that the Ethereum mainnet should serve as a globally open, permissionless foundation layer similar to HTTP, where institutions can overlay permission and privacy features at the application layer or L2 to achieve maximum interoperability and liquidity. Etherealize is committed to attracting TradFi to embrace Ethereum, which has already hosted billions of dollars in tokenized assets and supported a large amount of DeFi settlements. The company received seed funding from Buterin and the foundation in January 2025 and completed a $40 million Series A financing in the same year.He cited examples such as BlackRock's new fund based on Ethereum, stating that once regulations are clear, institutional funds are more inclined towards open network tracks that are not proprietary; choosing consortium chains would require paying the consortium and being bound by its rules, with incentives for non-early members quickly fading. Christian Catalini, founder of the MIT Cryptoeconomics Lab, also pointed out that if permissioned networks driven by enterprise sales become mainstream, some competitive benefits of blockchain may not be realized.

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 official news, the Turf team has joined Polymarket.This team of 6 has built a real-time NFL prediction game over the past year, allowing users to predict the next play, the next score, and more while watching live broadcasts. The team has now joined the Polymarket US website and app team.Polymarket stated that it will continue to seek outstanding talent, committed to creating a world-class product, design, and engineering team.

The digital asset trading platform Gate has completed the functional upgrade of the Gate Card product, officially launching the card balance withdrawal feature. After users recharge to the Gate Card, in addition to being used for global consumption, they can also exchange the card balance for USDT at real-time exchange rates and transfer it to the Gate spot account, which can be used for subsequent trading, wealth management, or other asset allocation, further enhancing the flexibility of fund usage and management with the card.Currently, the Gate Card has integrated with the Visa and Mastercard global payment networks, covering over 200 countries and regions, and can be used at approximately 150 million merchants worldwide. It supports online consumption, offline payments, ATM withdrawals, and payment methods such as Apple Pay and Google Pay. With the launch of this withdrawal feature, the Gate Card further connects the complete chain from fund recharge, consumption use to balance return, providing users with a more flexible digital asset payment and fund management experience.

Glassnode published a market perspective stating that Bitcoin is currently caught between the median realized price (around $63,000) and the cost basis of short-term holders (around $68,700). Spot trading volume has hit its lowest level since 2019, and the market is in an extremely quiet compression state. Despite core inflation falling to 2.5% in July and the stock market reaching new highs, Bitcoin has shown almost no reaction and even weakened, indicating a clear lack of demand.On the other hand, selling pressure is easing: profit supply is approaching the past bear market bottom area, the seller exhaustion indicator has hit a cycle low, and the adjusted SOPR has been rejected near the breakeven line nine times. Meanwhile, buyers continue to be absent, with minimal net inflows into ETFs, and coins are still flowing into exchanges; however, derivatives leverage has already massively gone long, with open interest relative to trading volume being high, and the order book's buy side is also thinning. Glassnode believes that the key observation points are the upper level of $68,700 and the lower level of about $58,500: effectively standing above the former with accompanying volume and ETF inflows recovering may confirm improvement, while losing the latter could easily lead to accelerated declines under thin buy support and crowded longs. Glassnode remains cautious overall, believing this is the late-stage bear market compression phase, and real demand signals have yet to appear.

According to Onchain Lens monitoring, a whale that had been silent for nearly two years recently transferred about 1,770 BTC, worth approximately $112 million at current prices. This batch of Bitcoin was valued at about $131.9 million when received from Gemini, estimating that this transfer corresponds to a paper loss of about $19.8 million.Among them, about 114 BTC (approximately $7.23 million) were transferred to Kraken, possibly for sale; the remaining approximately 1,650 BTC (about $104.9 million) were transferred to a new address.

According to Decrypt, the prediction market platform Kalshi announced a partnership with DoubleZero to provide real-time market data subscription services to trading institutions through DoubleZero Edge.The initial data covers Kalshi sports event contracts and cryptocurrency perpetual futures, including Level 1 (best quotes and transaction records) and Level 2 (multiple buy and sell orders) data, which can be directly used for pricing, hedging, and automated trading strategies. DoubleZero uses a multicast system to synchronize and push machine-readable data to all connected parties, significantly lowering the access threshold.

The Beta version of the tokenized asset on the Web3 asset data platform RootData is now online. This page aggregates and displays the market share of the tokenized stock market, popular activities, stock derivatives, and tokenized stock data based on publicly verifiable exchange quotes, order books, on-chain, and issuer data.It is reported that users can view the 24-hour trading volume, liquidity depth, open interest (OI), and the number of active underlying assets on platforms such as Binance, OKX, Gate, Bitget, Hyperliquid, and Bybit. Additionally, users can compare prices, spreads, depth, OI, and other indicators of stock derivatives across different platforms on a single stock detail page, as well as the trading volume, AUM, issuance, and circulation of the corresponding tokenized stocks. This page aims to help exchanges, issuers, and investors more intuitively track the popularity, liquidity distribution, and potential trading opportunities in the tokenized stock market.

According to Tech Funding News, the crypto travel platform Entravel has completed a $7.5 million financing round, led by Ethereal Ventures and Finality Capital, with participation from GSR, Varrock, G1 Ventures, Seier Capital, Veris Ventures, Funfair Ventures, and WTG Ventures.Entravel provides travel booking systems for over 40 brands, including Kraken and MetaMask, covering 300 million users, with an average booking conversion rate exceeding 10%. Founded in 2026, Entravel operates three interconnected businesses: MocatravelX directly collaborates with hotels to obtain inventory and pricing; RateStellar integrates supply from other channels, using AI to match hotels and room types from different suppliers, covering over 2.2 million hotels; on this basis, Entravel offers a white-label booking layer for partners, allowing them to provide hotel booking services to users without needing to build their own supplier network.

According to a report by Cryptonomist, GSR's market director Spencer Hallarn stated in an interview that the hype around tokenization has surpassed the actual usage on many platforms. The issue lies not in the market's demand for tokenized assets, but in the design of the platforms themselves. He pointed out that many walled garden-style tokenization platforms with strict KYC requirements generally lack meaningful trading volume, as cumbersome access and compliance processes limit activity.Hallarn believes that the real opportunity is not in tokenizing for the sake of tokenization, but in fixing the underlying pipelines of traditional banking and settlement systems, specifically the infrastructure for transferring funds and assets between institutions. This would make tokenization more of an infrastructure repair rather than merely a narrative of crypto products.He also mentioned that the stagnation in the crypto market this year is largely due to funds shifting towards AI infrastructure, with large tech companies raising substantial amounts of capital for AI infrastructure through equity financing, tightening the liquidity of various assets, and crypto is no exception. Its clients are also shifting from chasing short-term momentum to long-term budget planning, over-the-counter hedging, and RWA. If AI investment cools down and the Federal Reserve lowers interest rates, liquidity is expected to improve and support Bitcoin prices.

According to on-chain analyst Ai Yi's monitoring, Hyperliquid trader DoshiAtoll opened a 40x short position of 1,576.23 BTC at 8 AM today, worth 100 million USD, with an opening price of 64,039 USD, and an unrealized profit of 456,000 USD.As of now, the top two positions in Hyperliquid BTC are both short positions.

According to BBX data, yesterday global listed companies disclosed the latest developments in their cryptocurrency asset management and future buying plans, with the core information as follows:Strategy plans to resume buying Bitcoin within the year: Phong Le, CEO of Nasdaq-listed company Strategy, recently stated in an interview with Fox News that as the strategic plan progresses, Strategy will resume buying more Bitcoin in the secondary market for the remainder of this year, sending a clear signal of increased holdings.Trump Media holds 9,477 BTC in Q2, with a loss of $360 million in the first half of the year: The latest financial data disclosed by Trump Media shows that as of the end of the second quarter of 2026, the company held a total of 9,477.16 Bitcoins, a decrease of 65 from the end of the first quarter, with a current fair value of approximately $557.1 million. Due to the decline in cryptocurrency prices, the company's related financial losses in the first half of the year reached $360.6 million. Additionally, during the same period, the amount of approximately 756.1 million CRO held remained unchanged, but its fair value shrank from $6.8 million at the end of 2025 to $4.06 million.OranjeBTC steadily increases holdings, total holdings approach 4,000: Brazilian listed Bitcoin treasury company OranjeBTC announced an additional purchase of 2 Bitcoins. After this adjustment, the company's total Bitcoin holdings have risen to 3,950.

According to on-chain analyst Ai Yi's monitoring, a whale that previously opened a short position of 102 million USD in BTC has added to their position after incurring a loss of 810,000 USD, increasing their holdings by 533.02 BTC early this morning, bringing their total holdings to 1,313 BTC (approximately 84.02 million USD), with an average opening price of 64,183 USD, currently showing an unrealized profit of 251,000 USD, still holding the largest position in Hyperliquid BTC TOP1.This position has been open since August 5 and has been nearly a week; BTC fell below 64,000 USD for the first time last night.

A Bitcoin whale holding 26.96 BTC has not moved these coins since they were first received on January 31, 2014, for approximately 12.5 years, and has just completed the transfer in block 961845.The average cost of this BTC is about $803, realizing a profit of $1.73 million, with a return on investment of 7975%. The transfer time was August 10, 2026, at 07:03 UTC.

The four major life insurance companies in Japan (Nippon Life, Dai-ichi Life, Sumitomo Life, Meiji Yasuda) reported a quarter-on-quarter increase of 7% in domestic bond holdings' unrealized losses for the second quarter of 2026, reaching a record $96 billion, marking the seventh consecutive quarter of increase, with total unrealized losses growing by more than twice during this period. Japanese life insurance companies typically hold government bonds and other securities to maturity to match long-term insurance liabilities. In May of this year, the yield on Japan's 30-year government bonds broke 4.0% for the first time since this bond was issued in 1999, raising market concerns that the Kishida government may increase fiscal spending. Analysts point out that if there is a surge in policy cancellations, insurance companies may be forced to sell their holdings prematurely to meet payouts, which would put pressure on their portfolios and earnings. The pressure facing Japanese financial institutions is intensifying.

Hyperbot data shows that the whale Loracle has completely closed its short position of 15,335.3656 ETH, incurring a loss of approximately $948,000; currently, it still holds short positions in HYPE, KAITO, and XMR, with an overall unrealized loss of about $491,000 and an investment return rate of -3.18%.Including: 1. 2x leveraged HYPE short position, holding 563,096.99 HYPE, currently with an unrealized loss of about $775,000; 2. 5x leveraged KAITO short position, holding 701,405 KAITO, currently with an unrealized gain of about $303,000; 3. 5x leveraged XMR short position, holding 579.34 XMR, currently with an unrealized loss of about $19,000.