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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.

World Liberty Financial (WLFI) announced that the company has appointed Ryan Ballantyne as Chief Business Officer.Ryan Ballantyne has over thirty years of experience in capital markets, derivatives, asset management, and digital assets. Previously, he served as the Head of Institutional Client Strategy at Coinbase Institutional, where he was responsible for assisting public companies and institutions in adopting digital asset fund management, trading, and custody solutions. Earlier, he held senior positions at Osprey Funds and Blackforce Capital, and worked at institutions such as Susquehanna, Deutsche Bank, and Smith Barney.

Bitcoin News posted on the X platform stating that Trezor claims its customer data was exposed due to a security breach at the logistics provider ShipMonk. Customers who placed orders in the past 90 days in the United States, United Kingdom, Sweden, Colombia, Brazil, Italy, or Portugal may be affected. The exposed data includes full names, shipping addresses, phone numbers, email addresses, and order numbers.Trezor stated that its systems were not compromised, and the devices remain secure, but it warns affected customers to be vigilant against carefully designed phishing attacks that exploit the leaked information.

According to bits.media citing RBC, several Russian banks focused on providing services to import and export businesses have begun to request cryptocurrency transaction explanations from their clients, requiring corporate clients to disclose the economic purpose of purchasing USDT and confirm that the counterparties providing the crypto assets are listed in the central bank's digital asset exchange operator registry.However, this registry has not yet been established, and the relevant regulatory laws only took effect on September 1. The central bank is still formulating the details, making the banks' requests practically impossible to fulfill. Experts believe such requests do not comply with current laws, and lawyer Elizaveta Lobuteva stated that they should be regarded as routine compliance checks and preparations for future regulatory changes, rather than new mandatory obligations.

According to The Elec, Samsung Electro-Mechanics' investment schedule for semiconductor glass substrates has been delayed due to bottlenecks in the reliability assessment of customer prototypes. As a result, the construction schedule for the production line of GlaSSEM, the glass core joint venture between Samsung Electro-Mechanics and Dongyu Fine Chem, has also been postponed, and the timeline for ordering related equipment has become uncertain.The report states that GlaSSEM has failed to communicate the equipment order schedule to its partner manufacturers. Previous orders have been postponed from December last year to March and June this year, and this has happened more than three times. After June, no further schedule guidance has been provided. Industry insiders believe that the main reason is that global communication semiconductor customers have not passed the reliability assessment certification for glass substrate prototypes. Samsung Electro-Mechanics is still producing prototypes at its Sejong plant, and most of the suppliers for key processes required for building the mass production line, such as deposition, etching, laser drilling, and inspection, have already been selected.Since the prototypes need to be remade and resubmitted, the originally planned investment schedule will inevitably be further delayed. Samsung Electro-Mechanics had set a target for mass production in the second half of 2027 when establishing GlaSSEM earlier last month, but during last month's financial report meeting, this timeline was adjusted to 2028, and now the mass production time is expected to be further postponed.

On-chain detective ZachXBT posted that U.S. threat actor Tiffany Milanovich participated in the theft of approximately $5 million in crypto assets by impersonating hardware wallet and centralized exchange customer service.Her methods included disguising as Bitcoin IRA email support, during one attack transferring about $1.2 million in BTC and ETH from the victim's Trezor wallet, and in another case stealing about $500,000 in BTC from a Coinbase account. Tiffany induced victims to hand over access to their funds under the guise of "customer service calls," later boasting about the stolen money on social media and Telegram groups, mocking victims with recordings, and collaborating with other threat actors to launder money using phishing panels and instant exchange services, with some of the stolen funds still dormant on-chain.The threat actor codenamed "Tiffany" is suspected of participating in multiple crypto asset thefts, gambling the stolen funds at crypto casinos. The platform Shuffle has frozen related accounts based on evidence submitted by ZachXBT; Tiffany previously shared a search and seizure warrant from Connecticut, dated before some of the incidents involved.ZachXBT has obtained chat logs, recordings, and on-chain evidence, anticipating that this individual may face further legal consequences. This threat actor is also linked to the John Daghita (Lick) case, who is suspected of stealing over $46 million in crypto assets from a U.S. government-seized wallet.

Driven by strong demand for AI, the MLCC market has seen a surge in price chasing and material grabbing. Industry sources indicate that some customers are willing to pay two to three times the price to secure supplies from major manufacturers like Yageo and Murata, creating a situation where the highest bidder wins. Yageo has admitted that AI-related customers are increasingly looking to lock in capacity in advance to reduce supply risks. Currently, major MLCC manufacturers are fully booked, with capacity nearing full load, and delivery times have extended to 12 to 16 months.In terms of capacity, Yageo expects the utilization rate for standard products this quarter to increase from about 80% in Q2 to over 90%, while special products will maintain a high level above 90%, overall trending towards full capacity. The company is also expanding production, with new capacity set to come online each quarter. Japanese manufacturers are also optimistic, with Murata significantly raising its annual profit forecast, and Taiyo Yuden stating that demand for AI servers has exceeded expectations. Industry insiders point out that large customers typically have a higher priority for capacity allocation, while small and medium-sized customers can only compete for limited supplies by offering higher prices. Yageo has noted that more and more customers wish to secure passive component supplies for the next six months to several years through long-term contracts to mitigate supply chain risks.

The cryptocurrency hardware wallet manufacturer Coldcard has released an update on its customer data retention policy. Due to legal compliance requirements arising from the security incident disclosed on July 30, the company has temporarily suspended its original automatic customer data deletion mechanism.Previously, Coldcard's standard practice was to automatically clear customer records after 120 days, retaining only the user's email address and country information, while allowing customers to request early deletion of data at any time after product delivery. Coldcard stated that due to the security incident involving ongoing and potential legal proceedings, the company is obligated to retain records that may be relevant to litigation. Therefore, customer data that was originally scheduled for deletion will be temporarily retained until the law permits the resumption of normal processes.However, users can still request Coldcard to handle their personal information according to the original data retention policy. If users wish for their data not to be included in this legal retention scope, they can contact official customer service to make a request. Coldcard emphasizes that the retained data will be strictly protected, accessible only to authorized personnel, and will not be used for any purposes other than fulfilling legal obligations. The company will restore the previous automatic data deletion mechanism once legally permissible.

Cyprus-based enterprise AI customer service company Omilia announced the completion of a $67 million Series B funding round, led by Expedition Growth Capital. The funds will be used to accelerate business expansion in North America and globally, with plans to open its first U.S. office in the second half of 2026.Omilia was founded in 2002 and focuses on providing self-learning agent CX solutions for enterprise call centers using its proprietary voice AI technology. The platform supports compliance standards such as FedRAMP, PCI-DSS, SOC 2, HIPAA, and GDPR.

According to Reuters, Alibaba plans to require its next-generation Qwen open-source AI model's heavy commercial users to share a portion of their revenue with it. This initiative is similar to the approach taken by Moonlight Dark Side with Kimi K3: the licensing terms for Kimi K3 stipulate that if the model is sold as a service and the annual revenue exceeds $20 million, a commercial agreement must be negotiated with Moonlight Dark Side, with reports suggesting a revenue-sharing ratio of up to 30%. The specific revenue-sharing ratio for Alibaba is still under discussion.The report points out that such revenue-sharing agreements have gradually taken shape between Chinese AI companies and American cloud platforms. Several American cloud providers, including DigitalOcean, have signed commercial agreements with Moonlight Dark Side. In terms of pricing, the input/output token price for Kimi K3 is about one-third that of the Anthropic Fable model. Additionally, Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, has also joined the open-source camp and released its first open-source model last month. This move signifies that Chinese AI companies are exploring sustainable commercialization paths on open-source models through a "free open-source + commercial charging" freemium model.

Bitcoin News posted on the X platform that ZEUS stated it has temporarily taken its infrastructure offline following a cybersecurity incident that occurred in the past few hours. ZEUS indicated that the attack has been mitigated, and services will remain offline until a comprehensive security audit is completed and operations are restored. ZEUS claimed that there has been no loss of customer funds, and currently, there is no risk to customer funds.Customers with closed Lightning Service Provider channels will receive alternative channels once services are restored. According to the current investigation, ZEUS stated that the incident appears to be limited to its own infrastructure, and there is no evidence suggesting that the incident was caused by a vulnerability in the Lightning node software. ZEUS added that it has been strengthening its infrastructure using Trusted Execution Environments and the Validating Lightning Signer project, and stated that the project aims to mitigate such attacks in its upcoming architecture. ZEUS indicated that it will continue to provide updates as the investigation progresses.

Hong Kong licensed cryptocurrency exchange HashKey Exchange has received approval from JPMorgan to open client fund accounts. HashKey Holdings stated that these accounts will support client fund segregation and settlement through JPMorgan's banking infrastructure.HashKey Exchange activated its client fund accounts with DBS Bank in Singapore on June 30, supporting fiat currency deposits, withdrawals, and settlement services. One week ago, HashKey Holdings merged the previously independent HashKey Exchange and HashKey Global applications into a single entry point.HashKey Holdings went public in Hong Kong last December, raising $206 million through an oversubscribed initial public offering.

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

According to Jinshi reports, Microsoft CEO Satya Nadella emphasized that customers must have the ability to switch freely between different AI models, both closed-source and open-source. He stated during a conference call that the number of Microsoft customers using multiple models has quadrupled since the beginning of this year. Nadella pointed out that the system framework should be separate from the models, allowing for the replacement of models at any given time and the use of cutting-edge models.Microsoft has investments in both OpenAI and Anthropic, and has co-signed an open letter supporting open models with companies like NVIDIA and Palantir.

Robinhood CEO Vlad Tenev posted on the X platform that his X account was hacked last week. The attacker used social engineering to deceive X customer service, bypassing standard security features such as two-factor authentication and login notifications, and posted false content about meme coins.The X security team has assisted in removing the related posts and restoring account access, and additional security measures have been implemented for the account.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

According to Bitcoin.com, U.S. Senator Cynthia Lummis stated that the CLARITY Act will change the way customer crypto assets are handled when digital asset platforms enter bankruptcy proceedings; customer assets should continue to belong to the customers, rather than being included in the company's bankruptcy estate.The bill requires regulated digital asset intermediaries to treat customer cash and digital assets as customer property and to segregate them from company property. The bill also generally prohibits brokers, dealers, and exchanges from using customer assets for their own or others' benefit without authorization.The bankruptcies of Celsius and Voyager sparked disputes over the ownership of customer deposits. In January 2023, U.S. Bankruptcy Judge Martin Glenn ruled that the cryptocurrency deposited in Celsius Earn accounts became company property under the terms of use, involving approximately 600,000 Earn accounts and about $4.2 billion in assets.Lummis stated that the CLARITY Act also aims to provide regulatory certainty for developers, enhance investor protection, and improve market integrity. The bill will clarify the responsibilities of the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) in different areas of the crypto market, and it has already passed the House of Representatives but has not yet passed the Senate.

According to Straight News, Mirae Asset's Hong Kong branch is planning to launch a tokenized asset trading platform within the next three years, aimed at converting existing investment assets and traditional financial assets into tokens for customer trading.The company has recently expanded its business based on its newly launched trading platform MAPS (Mirae Asset Portfolio Service), committed to transitioning from institutional business to a customer-based platform business. The platform will initially target Hong Kong customers, with the long-term goal of establishing a cross-regional trading framework connecting the Korean and overseas markets.