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Galaxy Research analyst Alex Thorn pointed out that as the likelihood of the CLARITY Act passing in 2026 significantly decreases, the U.S. SEC and CFTC are intensifying independent cryptocurrency regulatory actions. The bill previously gained bipartisan support in the Senate Banking Committee but has stalled due to unresolved ethical rules for officials regarding cryptocurrency, pressure from community banks leading to some Republican positions softening, and disputes over developer protection clauses. The Senate Majority Leader failed to push for a vote before the August recess, and the September session is only about two to three weeks long, leading Galaxy to lower the probability to 10%.On the SEC side, the originally planned "Reg Crypto" exemption (which provides a new path for primary issuance of crypto assets) and "Innovation Exemption" (which allows tokenized securities to trade in DeFi secondary markets) have been postponed multiple times. It is reported that the agency had retreated due to opposition from the traditional securities industry, but may restart due to the bleak outlook of the bill, with text expected to be released in the coming weeks to months. These measures are likely to be time-limited sandboxes that will face litigation and require years to refine. The CFTC is actively advocating for jurisdiction over prediction market contracts, responding to the New York Attorney General's attempt to issue an emergency order to ban Kalshi event contracts nationwide, continuing the tug-of-war over federal and state jurisdiction regarding prediction markets.Thorn believes that while the bill covers a comprehensive framework including registration licensing, compliance monitoring, and consumer protection, it is currently more dominated by political factors. SEC Commissioner Hester Peirce's planned departure in November also adds urgency to the advancement of the rules. The related actions aim to fill the legislative vacuum but may ultimately undergo a lengthy judicial and rule-making process.

According to HyperliquidNews monitoring, TradeXYZ has purchased CRWD, NET, and IREN three HIP-3 trading codes with 500 HYPE each, with each trading code valued at approximately $27,800, totaling 1500 HYPE, valued at approximately $83,300.

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.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "Dota 2: LGD Gaming vs Nigma Galaxy - International Invitational Group Stage," the option "LGD Gaming" in the sub-market "Game 2 Winner" has experienced a drastic fluctuation in winning probability, dropping from 49.5% an hour ago to the current 16% (a fluctuation of 33.5%). Please note the impact of relevant breaking news.

Investment firm Neoclassic Capital announced on X that it will co-lead the seed round financing for the tokenized real-world asset (RWA) data platform RWA.xyz. RWA.xyz has not yet disclosed further details about this round of financing.RWA.xyz is building an industry-standard data platform and real data source for tokenized real-world assets. According to RootData, previous investors in RWA.xyz also include Nascent, Archetype, The Venture Dept., and others.

According to Onchain Lens monitoring, a certain whale transferred 546.8 bitcoins to Galaxy Digital for over-the-counter sale, worth approximately 34.7 million dollars.

According to Arkham monitoring, Galaxy Digital transferred 600 BTC to Binance, worth 38.4 million USD.

Intel plans to issue an additional $15 billion in common stock. Due to potential equity dilution, its stock price fell about 4% during trading. According to CoinGlass data, the current total contract value of INTC across the network is approximately $119 million. Among them, tradeXYZ, Binance, and Bitget rank in the top three, collectively accounting for about 70% of the market share:tradeXYZ: approximately 429,000 INTC, corresponding to a value of $42.0347 millionBinance: approximately 302,400 INTC, corresponding to a value of $29.6670 millionBitget: approximately 117,100 INTC, corresponding to a value of $11.4848 million

Galaxy Research stated that Ethereum and Solana are re-evaluating their token issuance mechanisms, with the core issue being how to balance the token budget required for network security with long-term supply pressure. Adjusting the inflation rate may have an impact.

According to Lookonchain monitoring, a newly created address received 1,346 BTC from GalaxyDigital, worth 87.28 million USD.

Nasdaq-listed company Sharplink, Inc. (stock code: SBET) and Galaxy Digital Inc. (stock code: GLXY) jointly announced the launch of the Galaxy Sharplink Onchain Yield Fund, LP. This institutional-grade fund is managed by Galaxy, with an initial committed capital of $125 million, of which $100 million comes from Sharplink's staked ETH treasury and $25 million from Galaxy.The fund will deploy capital into decentralized finance and on-chain yield strategies, marking a new model for corporate treasuries to shift from passive holding to active participation in on-chain markets. Galaxy stated that this move expands the company's asset management platform to institutional-grade on-chain strategies.

According to a post by Galaxy Research, as of now, approximately 1719 BTC have been confirmed stolen in the Coldcard hardware wallet vulnerability attack, valued at around 111 million USD. Several other transactions are still under verification, and the total loss is expected to exceed 130 million USD. If the unverified portion is ultimately confirmed, the scale of theft could reach over 2300 BTC. In addition, collaborating researchers have received reports from more than 250 victims. Based on the loss situation from the first three waves, most victims are ordinary Bitcoin holders rather than whales.Galaxy Research stated that it is currently tracking over 25 independent attack patterns, including the previous first to third waves, indicating that multiple different threat actors are actively exploiting the vulnerability. All addresses corresponding to the stolen coins were created after the affected firmware was released on March 17, 2021. There is currently no evidence that the vulnerability affects other signing devices or wallets outside of the Coldcard Mk3, Mk4, Mk5, and Q series firmware released after that date.

The Galaxy research director posted on platform X, stating that please continue to share your victim experiences with him via private message. His private messages are full, with over 200 Coldcard victims having contacted him. He is categorizing them using clanker and will eventually reply to everyone.He stated, "You will get through this, Bitcoin will get through this, we will not leave."

According to monitoring by Lookonchain, the Ethereum Foundation grant wallet deposited 2.675 ETH, worth $5,070, into Kraken 12 hours ago, and transferred 578.38 ETH, worth $1,080,000, to a new Gnosis Safe Proxy wallet.

Global Stablecoin Arrangement and Liquidity Network Borderless.xyz announced a partnership with Mastercard to launch a pilot program exploring how to enhance trust and compliance in cross-border stablecoin payments through Mastercard Crypto Credential.The pilot will utilize the standardized framework of Mastercard Crypto Credential to provide verifiable trust signals for stablecoin payment processes, helping participants optimize approval, compliance, and risk management. Participants in the pilot include Infinia, Walapay, and Koywe from the Borderless.xyz network.

Hyperliquid on-chain Perp DEX Trade.xyz has used its HIP-3 revenue to purchase HYPE for the first time, buying 2000 HYPE, worth approximately $108,000.

Financial technology company Broadridge has partnered with Kraken's B2B infrastructure platform Payward Services to integrate its unified governance platform with the tokenized stock framework xStocks developed by the latter. This collaboration provides qualified holders of xStocks with shareholder communication and proxy voting support, allowing token holders to participate in corporate governance voting for the companies they invest in for the first time.According to the announcement, the main features include qualified holders logging into ProxyVote.com via Web3 identity verification, receiving proxy materials and shareholder communication information in a digital format, submitting proxy voting intentions for tokenized securities supported by xStocks, and obtaining a consistent governance experience between traditional securities and mainstream tokenized models. Additionally, this service is based on Broadridge's proxy voting infrastructure, offering institutional-level governance, reporting, and audit capabilities.

Galaxy Digital (Nasdaq: GLXY) released its Q2 2026 financial report, reporting a net loss of $85.31 million, significantly narrowing from a loss of $216.3 million in Q1, mainly affected by the decline in digital asset prices; adjusted EBITDA was a loss of $77.26 million; as of June 30, total equity was $2.72 billion, with cash and stablecoin holdings of $2.459 billion.In terms of business segments, the digital asset department reported an adjusted gross profit of $65.71 million, a quarter-on-quarter increase of 34%, with the number of trading counterparties reaching 1,741, a quarter-on-quarter increase of 3%, and an average loan balance of $1.438 billion, remaining basically flat quarter-on-quarter, with new loan issuance increasing quarter-on-quarter; the company also launched an OTC prediction market product this quarter, supporting institutional clients in executing multi-asset hedging strategies around event-driven markets. In asset management, the total managed and pledged assets at the end of Q2 were $7.1 billion, a quarter-on-quarter decrease of 12%; this quarter, the Galaxy Fintech Fund long-short hedge fund was newly launched, and a joint venture with State Street was established to launch the tokenized private equity liquidity fund SWEEP.The data center department achieved profitability for the first time this quarter, with an adjusted gross profit of $20.14 million and adjusted EBITDA of $11.49 million. The first phase of the Helios data center park, with a critical IT load of 133 MW, has been fully delivered to CoreWeave, and it is expected to contribute approximately $8 million in rental income each quarter starting from Q3, with project-level adjusted EBITDA profit margins expected to exceed 90%.In terms of corporate progress, on July 28, Galaxy issued $3.5 billion in senior secured notes through its subsidiary to fund the second phase of Helios construction; subsequently, it acquired three new sites in Texas (Merlin, Caspian, Selene), with a total potential installed capacity of approximately 2.1 GW, bringing the company's overall power pipeline scale to over 5.7 GW. Additionally, Galaxy signed a multi-year cooperation agreement with BNY to support the staking services of BNY's digital asset custody platform.

trade.xyz purchased UNITREE (Yushutech) code at 565.54 HYPE on HIP -3. It is likely to launch perpetual contract trading for Yushutech in the coming days.Previously, the decentralized trading platform Paragon on HIP -3 acquired UNITREE (Yushutech) code at 577.66 HYPE and has launched the perpetual contract before the IPO of Yushutech.Yushutech is a leading civilian robotics company in China, set to go public for the first time and list on the Shanghai Stock Exchange's Sci-Tech Innovation Board. This issuance will be conducted through a combination of strategic placement, offline issuance, and online issuance. The proposed public offering will issue 40.446434 million shares, accounting for 10% of the total share capital after issuance, which will be 404.46434 million shares. The preliminary inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a special voting rights mechanism arrangement, with the actual controller Wang Xingxing controlling a total of 68.78% of the voting rights under the voting rights differential arrangement.