ust

Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Seattle Mariners vs. Houston Astros," the option "Seattle Mariners" in the sub-market "Seattle Mariners vs. Houston Astros" has experienced a drastic fluctuation in winning probability, dropping from 41.5% an hour ago to the current 12.5% (a fluctuation of 29%). Please note the impact of related breaking news.

According to CoinDesk, the Office of the Comptroller of the Currency (OCC) has granted a preliminary conditional federal banking charter to World Liberty Trust Company, allowing it to operate as a national trust bank and to succeed BitGo as the exclusive issuer and custodian of the USD1 stablecoin under World Liberty Financial, primarily serving institutional clients. Final approval still requires meeting additional pre-opening conditions.Due to World Liberty's partial ownership being linked to the Trump family, this move has faced strong opposition from Democratic lawmakers. Senator Elizabeth Warren and others have announced plans to introduce the "Terminate President's Bank Corruption Act," which, if passed, would prohibit senior government officials from owning or controlling banks. Notably, World Liberty Trust does not intend to become a member of the Federal Deposit Insurance Corporation and is not seeking access to a Federal Reserve master account.

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.

Fixed-rate lending and revolving strategy protocol TermMax announced that its governance and utility token TMX's Token Generation Event (TGE) is scheduled for August 25, 2026.According to the official introduction, TermMax currently has a TVL of over $90 million, more than 1.5 million registered wallets, and over 90,000 daily active users. It has been deployed on 10 EVM chains including Ethereum, BNB Chain, Arbitrum, Base, and Berachain, and has integrated with Morpho, Aave, Venus, Pendle, and others. The total supply of tokens is fixed at 1 billion, and rewards obtained through XP, AP, and MP will be claimable after the TGE, with specific allocation, lock-up, and staking details to be announced in advance.Previously, TermMax received support from Cumberland DRW, Decima Fund, HashKey Capital, Longling Capital, and MZ Web3 Fund.

According to Bloomberg, Australia's richest person Gina Rinehart's investment company Hancock Prospecting purchased 8 million shares of SpaceX in the second quarter, with a holding value of $1.37 billion as of June 30, making it its largest single holding.During the same period, the company also doubled its holdings in Trump Media & Technology Group and increased its positions in the S&P 500 ETF and several defense and energy stocks. As of the end of the second quarter, the total value of its U.S. listed securities was $5.71 billion, a 72% increase from the previous quarter.

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.

SpaceX merged with Cursor effective August 14.

Binance Alpha announced that it will be the first platform to launch KiiChain (KII) on August 14. Eligible users can go to the Alpha event page to use Binance Alpha points to claim airdrops after the Alpha trading opens. Specific rules and details regarding the quota will be announced separately.

BNB Smart Chain (BSC) announced that the Pasteur hard fork will officially launch on the mainnet at 10:30 AM Beijing time on August 25 (02:30 UTC on August 25). Node operators need to upgrade to client version v1.7.7 in advance. This upgrade includes three improvements: BEP-682, BEP-695, and BEP-675, focusing on enhancing cross-chain security, validator governance mechanisms, and network throughput capacity.Among them, BEP-682 will strengthen the cross-chain bridge validation mechanism of the BNB Chain, preventing the risk of permission bypass caused by duplicate calculations of validator signatures, thus improving the security of cross-chain asset transfers. BEP-695 optimizes the validator key rotation mechanism, ensuring that old keys no longer retain management permissions after exiting, while also fixing potential vulnerabilities related to penalties and governance voting. In terms of performance, BEP-675 reduces the time consumption caused by validators repeatedly executing transactions by optimizing the block construction process.In the internal QANet testing environment of the BNB Chain, this solution increased throughput from 1237 TPS to 2324 TPS, while maintaining a block time of 450 milliseconds and a block limit of 100 million Gas, with the average Gas usage per block rising from 46.35 million to 84.15 million.BNB Chain stated that this upgrade is primarily aimed at validators and block builders, intending to provide greater capacity during network peak periods and to promote the throughput expansion goals outlined in the BNB Chain roadmap for the second half of 2026.

Famous trader Killa posted that Bitcoin is continuing to decline, and the key now is whether it can maintain the current range and stay above $60,000. He believes that if BTC can still fluctuate above $60,000, a temporary low may form near the current price area.On the other hand, if BTC breaks below $60,000 and loses the current range, the possibility of further declines for the remainder of August will significantly increase. If it drops below $60,000 from the current position, it may further decline to below $57,000. Conversely, if BTC can maintain its structure and regain a foothold above $61,000 to $62,000, he expects Bitcoin may rebound back into the range for the remainder of August.

According to monitoring by Catcher Predict, in the event "Elon Musk's number of tweets in August 2026" on the prediction market Polymarket, the "Yes" option in the sub-market "180-199" experienced a dramatic fluctuation in winning probability, soaring from 55.5% an hour ago to the current 93.5% (a fluctuation of 38%). Please note the impact of related breaking news.

Forward Industries has resumed purchasing SOL. As the largest holder of Solana, the company acquired an additional 254,000 SOL at an average price of $75 between July and August 3, bringing its total SOL holdings to over 7.8 million.

Apple (AAPL.O) has invested hundreds of millions in Houston, and the first batch of advanced AI servers has been successfully delivered.

According to monitoring by Catcher Predict, in the "Bitcoin August Price Prediction" event on the prediction market Polymarket, the "Yes" option for the sub-market "62,500 USD" has experienced dramatic fluctuations in winning probability, soaring from 77.5% an hour ago to the current 92.5% (a fluctuation of 15%). Please note the impact of related breaking news.

Conflux Network announced that the v3.1.0 network hard fork upgrade will introduce multiple network improvements, including EVM compatibility updates, bug fixes, RPC changes, and security enhancements. CIP-173 is expected to be activated on August 26.

ChianCatcher news, Circle's Senior Director of Strategy and Policy for the EU, Patrick Hansen, pointed out in a tweet that among the approximately 23 authorized electronic money token (EMT) issuers in the EU, only 9 have been granted permission to provide crypto asset services (CASP). This means that only these 9 can offer custody and transfer services for the stablecoins they issue, while the remaining 14 can only mint or burn tokens directly to customer wallets and cannot hold or send stablecoins on behalf of customers. This greatly limits the range of services that issuers can provide.Hansen stated that Circle has obtained the necessary CASP approval through the MiCA Article 60 notification procedure to provide custody or payment services related to USDC and EURC for institutional clients. He expressed surprise that more EMT issuers have not taken this step. The 9 that can currently offer some crypto asset services include Circle, Société Générale - Forge, CACEIS Bank, Banking Circle, Bridge, Fiat Republic, Newrails, Blue EMI, and Stable Mint.

According to Business Wire, Bitcoin operating company Nakamoto Inc. (NASDAQ: NAKA) announced its financial report for the second quarter of 2026, with total revenue of $35.9 million. The media and asset management business contributed $25.6 million, while the Bitcoin derivatives strategy contributed $10.4 million. The GAAP operating loss was $149.1 million, primarily driven by a $105.2 million non-cash goodwill impairment and a $48.7 million Bitcoin market value loss;Excluding the aforementioned non-cash items, the adjusted operating income was $7.3 million, marking the first positive value since the company's transformation into a Bitcoin operating company. During the period, the company repaid approximately $45 million in USDT debt and deferred about $105 million in USDT principal until June 30, 2027. As of June 30, the company held 4,467 Bitcoins, with a fair value of approximately $261.5 million, and a net digital asset leverage ratio of 56%.