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TripleA CEO Eric Barbier stated that the future of remittances is remittances without remittances. He does not truly believe in stablecoin sandwich remittances (fiat to stablecoin and then back to fiat). In most cases, remittances mean transferring strong currencies into weak currencies. However, stablecoins provide new value: they allow people in emerging countries to hold strong currencies. As related platforms encourage merchants to accept cryptocurrencies, stablecoins can now be consumed directly. Therefore, the future for people in emerging countries is not to hold local currencies, but to hold stablecoins, earn returns, and spend them.

According to Ai Yi's monitoring, a whale that built a position of $30.05 million in ETH in June is suspected of reducing its holdings. The address 0x643...CF565 deposited 7,981 ETH into FalconX 3 hours ago, worth $14.99 million; since July, a total of 10,735.8 ETH (approximately $20.04 million) has been deposited, and if sold, it would yield a profit of $2.47 million, with a cost of about $1,637.12, and a deposit price of $1,867. Currently, there are still 7,625 ETH remaining, with an unrealized profit of $1.86 million.

Goldman Sachs analyst Robert Kaplan stated that the Federal Reserve's decision not to raise interest rates in July was "absolutely" correct and urged policymakers to keep an open mind before September, citing the complex factors influencing inflation, and that rigid forward guidance could be counterproductive.Kaplan said, "If I see meaningful improvement, I might be willing to stay put, but I want to make full use of every moment before September to make judgments, avoiding rigidity or preconceived notions." Kaplan believes that the current forces at play include: inflationary pressures from AI development, tariffs, labor constraints, and soaring oil prices; meanwhile, the application of AI works in the opposite direction, accelerating the trend of declining inflation.He stated that Waller should use his speech at this month's Jackson Hole symposium to briefly explain the reasons for the Federal Reserve's inaction in July, rather than delivering a purely "philosophical" speech. Kaplan expressed that his concerns about long-term U.S. Treasury yields are greater than his concerns about the federal funds rate itself.He indicated that the rise in long-term Treasury yields globally reflects a structural supply-demand imbalance driven by persistent large fiscal deficits, rather than Federal Reserve policy.

Tom Lee, Chairman of Bitmine and Co-founder of Fundstrat, stated that the blockchain project Robinhood Chain launched by Robinhood has become the "biggest success story" in the crypto industry for 2026, being a groundbreaking project in terms of cumulative trading volume, total value locked (TVL), and potential market size.Lee pointed out that the biggest advantage of Robinhood Chain lies in its massive user base. Robinhood (HOOD) is opening this service to its approximately 27 million users, which itself constitutes a huge potential market. Ethereum (ETH) has also been continuously developing in recent years, although its growth has been relatively low-key, gradually expanding its application scope mainly through stablecoin settlements and crypto payments and asset purchases on platforms like Shopify.He believes that directly connecting 27 million Robinhood users to the Ethereum economic system will have a significant impact on the crypto industry, likely further promoting the expansion of blockchain applications from native crypto users to mainstream financial users. The success of Robinhood Chain is not only reflected in its technological aspects but, more importantly, in its ability to connect traditional financial users, trading platforms, and the Ethereum ecosystem, potentially becoming an important case for the mainstream adoption of crypto assets.

A wallet security incident involving approximately $130 million in Bitcoin losses is reigniting discussions in the crypto industry about asset custody models: should Bitcoin holders rely on personal self-custody or turn to institutional custody? Hardware wallet manufacturer Coldcard had a vulnerability in its firmware in 2021 that led to some mnemonic phrases generated by the device being predictably risky. This vulnerability was discovered years later, and approximately 5,200 addresses and about 2,000 BTC have been stolen, with losses amounting to around $130 million.After the incident, some investors began to turn to Wall Street custody products. Data shows that the U.S. spot Bitcoin ETF saw a net inflow of about $626 million within days of the incident. Bloomberg ETF analyst Eric Balchunas stated that such security incidents could further drive funds into ETFs. However, the Bitcoin core community still insists on the self-custody concept. Casa co-founder Jameson Lopp stated that recent events should not undermine users' confidence in self-custody and pointed out that third-party custody also carries risks. Bitcoin Core early developer Peter Todd also believes that self-custody has a better long-term safety record than centralized institutions.Onramp co-founder Michael Tanguma believes that both options have flaws. He stated that concentrating a large amount of assets in a single institution creates a "honey pot," while hardware wallets face risks related to supply chains, firmware, and random number generation. Tanguma proposed a "multi-institution custody" solution, where multiple regulated institutions hold keys through a multi-signature mechanism, requiring multiple institutions to jointly sign any transaction to reduce single points of failure. However, this model has also sparked controversy. Critics argue that while multi-institution custody enhances security, it also introduces permissioned management, conflicting with the decentralized ideals originally pursued by Bitcoin. As Bitcoin gradually enters the fields of pensions, trusts, and institutional asset allocation, the industry is seeking new custody solutions suitable for long-term wealth management. The Coldcard vulnerability incident once again highlights that achieving a balance between security, decentralization, and usability remains a core challenge facing the Bitcoin ecosystem.

Independent Senator Bernie Sanders urged leading AI company CEOs to pause AI development and warned that if action is not taken, lawmakers will intervene.

Bitwise CIO Matt Hougan stated in an interview with CoinDesk that the price of Bitcoin could reach $1.3 million by 2035, primarily driven by large-scale inflows of institutional funds.Hougan pointed out that global institutions manage $100-200 trillion in assets, and even if just 1% is allocated to Bitcoin, it could bring in $1-2 trillion in funds, supporting the achievement of this price target. Retail investors have pushed the crypto market from zero to a $2 trillion market cap, while institutional capital will dominate growth in the next decade, driving the total market cap to higher levels.

According to on-chain analyst Ai Yi's monitoring, a certain whale withdrew 23,834.17 ETH at an average price of $2,723.2 between February 15 and March 21, 2022, worth $64.9 million, and subsequently staked it to Rocket Pool.This whale awakened 10 hours ago after three years of dormancy and deposited 7,323 ETH to Kraken, worth $13.96 million; if sold, it would incur a loss of $5.977 million. Its assets have shrunk by 30% compared to the initial investment.

Bank of America strategists indicate that investor bullish sentiment has reached extreme levels, suggesting a reduction in exposure to risk assets. The Bull-Bear Index rose from 9.4 to 9.7, marking the highest level since 2021. The rise in the stock market, inflows into high-yield bond funds, and narrowing credit spreads are the reasons for the optimistic sentiment.Hartnett stated that we are still in the summer "withdrawal/rotation" phase, advising investors to reduce allocations to risk assets and shift towards defensive assets and the dollar.

According to Jinshi reports, Federal Reserve's Daly stated that attention should be paid to the rising trend of technology investment lending.

According to Jinshi, U.S. President Trump stated that he would prefer to reach an agreement with Iran.

According to CNBC, Peter Diamandis, an early investor in SpaceX and founder of the XPRIZE Foundation, stated that SpaceX has the potential to become the world's first company with a market value of $10 trillion in the future.Diamandis pointed out that the market has not yet found the right way to assess SpaceX's value. The company's space transportation, satellite internet, and future space economy layout may bring long-term growth potential far exceeding that of traditional companies. SpaceX's core value comes not only from its reusable rocket business but also includes the Starlink satellite internet, future lunar and Mars exploration plans, and the new economic system built around space infrastructure.Previously, SpaceX has become one of the highest-valued private tech companies in the world. As the company's business expands from rocket launches to satellite communications and deep space exploration, investors are trying to reassess its long-term commercial potential.Diamandis believes that traditional valuation models struggle to measure the value of a platform company like SpaceX, which is simultaneously laying out aerospace, communications, and future infrastructure, and therefore the market may be underestimating its future growth potential.

According to Jinshi, U.S. President Trump stated that energy prices will decrease, and businesses should start lowering prices.

According to Jinshi, Bank of America stated that if the Federal Reserve resumes interest rate hikes, investors should focus on specific currency pairs rather than overall exchange rate fluctuations.The bank believes that the opportunities in the yen and pound currency pairs are the most prominent, as these currency pairs exhibit the greatest volatility during the Federal Reserve's interest rate hikes, making targeted trading more attractive than betting on the entire G10 forex market.

According to Jinshi reports, former Iranian Foreign Minister Javad Zarif warned that if Iran fails to reach a final agreement with the United States within the proposed 60-day negotiation period, it may face further economic difficulties, domestic turmoil, or a new round of military strikes.

According to CoinDesk, Bitfinex analysts released a report stating that derivative traders have largely been washed out during the Bitcoin sell-off at the end of June.Bitcoin fell below $58,000 on July 1, and since then, the average daily liquidation amount has remained well below this year's typical range of $400 million to $500 million, indicating that despite macro shocks, there is little forced selling pressure. The decline in the Bitcoin market is smaller than that of leveraged stock themes because the "fuel" for forced selling has been exhausted.Bitfinex analysts expect that investors will remain defensive ahead of next week's U.S. employment report (the next major macro catalyst after the Federal Reserve meeting).They believe that rather than worrying about a new round of forced liquidations, the more critical question is whether the inflow of spot Bitcoin ETF funds can return once the market has a clearer judgment on the Federal Reserve's path.The analysts wrote, "We believe that positions will remain defensive as long as the risk of Federal Reserve interest rate hikes persists. Whether institutional buyers are active or insensitive to prices is the signal that traders have yet to see."

According to Jinshi reports, on July 31, Foreign Ministry spokesperson Mao Ning responded at a regular press conference to reports about the possibility of the United States taking military action against Cuba. Mao Ning stated that China has repeatedly clarified its position, and the U.S. should immediately stop threatening Cuba with force and cease its unilateral blockade and sanctions against Cuba. China will continue to support Cuba in maintaining its national sovereignty and oppose foreign interference.

Binance founder CZ responded on the X platform to the recent controversy regarding Giggle Academy selling donation tokens, stating that he personally "has not communicated with the Giggle team regarding the recent sale," and that the address is not managed by him personally. He pointed out that Giggle Academy has a practice of "exchanging most donation tokens for BNB at the end of each month" to fund free education programs for children worldwide, which have benefited over 1 million children in less than two years.CZ further stated that when sending or donating tokens to others, if there is no prior agreement, one should not expect the recipient to act according to the donor's wishes (such as destroying the tokens), as "that would only add extra work for the recipient." He emphasized that "if it is called a donation, one should expect them to use it," and questioned, "if one expects them to destroy it, how can it be called a donation?" Additionally, CZ expressed support for all meme coins and revealed that "he may buy or sell one or two (meme coins) in the coming weeks to test some new things."