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In the second quarter 13F holdings report for 2026 (reporting period ended June 30, 2026), Bridgewater Associates, founded by Ray Dalio, disclosed a reduction of 1,359,038 shares of Micron Technology, still holding approximately 116,700 shares, with a reduction ratio of about 92%.

The French Minister of Finance confirmed that hackers breached the French Public Finance Directorate system at the end of June and stole personal and corporate taxpayer data. According to the platform FrenchBreaches, which tracks cyberattacks in France, this incident affected approximately 678,437 people, equivalent to about 1% of the French population, but the exact number is still under investigation and has not been finally confirmed.The leaked data reportedly includes sensitive information such as names, birth dates, home addresses, phone numbers, email addresses, tax identification information, and income data. Among them, nearly 27,000 individuals had tax incomes of at least 100,000 euros, 386 exceeded 1 million euros, and another 8 exceeded 10 million euros. Reports indicate that the database has been sold on the dark web market for thousands of euros. The attackers, calling themselves ZeroBytes, claimed they extracted the relevant records using an internal search tool, which was only discovered later when access was cut off.This incident has raised concerns in the cryptocurrency industry, as there has been a noticeable increase in "wrench attack" violent robbery incidents targeting cryptocurrency holders in France in recent years. If high-income individuals' addresses and contact information are leaked, it could provide criminals with a more precise target list.

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.

According to on-chain analyst Yu Jin's monitoring, in the last 23 hours, 3.72 million UNI (worth 12.63 million USD) were transferred to exchanges such as Binance, Coinbase, OKX, and Bybit via the market maker Cumberland.The price of UNI dropped from 3.59 USD to 3.22 USD, a decrease of 10%.

According to Gate market data, the Nasdaq 100 Index rose by 1%; the S&P 500 Index increased by nearly 0.6.

According to on-chain analyst @ai_9684xtpa, a certain address (0xb37...a66ca) is using a TWAP strategy to long XYZ100 (Nasdaq 100 Index) with 20x leverage, accumulating a total of 1006.8 XYZ100. Currently, approximately 32 million dollars worth of positions have been executed, corresponding to 1065 shares, with an opening price of 29778 dollars. The remaining portion is still being gradually executed.

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.

Marinade Finance posted on platform X that the Solana network nearly came to a halt this morning, with 28.83% of staked SOL going offline, approaching the 33.34% halt trigger threshold, involving 90 validator nodes, resulting in a loss of approximately 333 SOL rewards.The fault originated from a routing error by the service provider Teraswitch: the erroneous routing from the Miami node was broadcast to Europe and the Asia-Pacific region, causing 12 nodes (LON1, AMS1-3, DUB1-2, FRA2, SGP1-2, TYO1-3) to lose effective routing, while North America was unaffected, and the fault was resolved after 10 minutes.Marinade Finance pointed out that ASN AS20326 hosts more than a quarter of the total staking volume on the network, and during the fault, 94% of that staking volume was offline simultaneously, accounting for 27.34%, which has exceeded the 25% limit set by SFDP. The second-largest node on the network, Helius, was offline for 33 minutes, with only a few nodes achieving smooth failover. Marinade Finance stated that it will review the staking concentration limit and promote the disclosure of failover capability information by validator nodes.

According to Lookonchain monitoring, Metaplanet (@Metaplanet) has transferred a total of 3,881 BTC in the past 3 hours, worth $247.3 million.Metaplanet (@Metaplanet) has accumulated a total of 43,000 BTC, with an average price of $96,191, currently facing a loss of $1.4 billion, with a loss rate of 34%.

On August 9, the cross-chain bridge connecting the XRP Ledger and Coreum was attacked, with the attacker stealing approximately 199,900 XRP through a validation logic vulnerability, causing the bridged asset balance to drop from about 200,400 XRP to 493.5 XRP. This attack did not involve private key leakage and did not target the XRP Ledger protocol itself.The attacker forged deposit operations, causing the bridging system to recognize them as real deposits and triggering the other end of the bridging wallet to send real XRP to them. On-chain data shows that the attacker completed the fund transfer through 94 multi-signature authorization transactions within 97 minutes. These transactions required 17 signatures from 28 relay node keys, allowing the attacker to bypass the validation mechanism of the bridging system. As of August 11, the Coreum cross-chain bridge remains in a suspended state, and the Coreum Development Foundation has not yet released an official incident report. The security of the XRP mainnet and user private keys has not been affected.

According to CoinMarketCap data, CYS reached a high of 1.38 USDT, currently reported at 1.37 USDT, with a 24-hour increase of 38.51%.CYS currently has a circulating market value of approximately 222 million USD, with a 24-hour trading volume of about 95.72 million USD. According to previous reports, Upbit launched the CYS/BTC and CYS/USDT trading pairs yesterday.

Bitcoin Treasuries.NET posted on platform X that Strategy is celebrating its first purchase of Bitcoin's sixth anniversary.Since 2020, its Bitcoin holdings have increased year by year, from 70,470 coins to 840,447 coins.

The number of registered users on the Zhipu MaaS open platform (i.e., API users) has approached 7 million, an increase of about 2 million compared to early July, including 23,000 enterprise customers. The user count for the developer product ZCode, which competes with Codex, surpassed one million within one month of its launch.Since the beginning of this year, Zhipu's ARR has grown 15 times. It is understood that after the release of new models by Kimi and Alibaba, Zhipu's ARR growth rate has not been affected. Some investors have revealed that the current ARR has reached $2 billion, but Zhipu's official stance has denied this, with people close to the company indicating that the actual figure should be higher. On July 21, it was reported that Zhipu has built a domestic AI computing power infrastructure with a scale of 1GW. It is understood that more than 50,000 domestic computing chips have been activated to alleviate the growing inference demand. On July 31, Zhipu's long-term Coding Plan, which had significantly increased in price, was opened for purchase.

Grayscale Research Director Zach Pandl stated that the global alternative asset market has grown nearly 7 times since the 2008 financial crisis, with the share of private equity, private credit, hedge funds, physical assets, and cryptocurrency in global portfolios continuing to rise. According to the data he cited, within alternative assets, private equity accounts for about 29%, hedge funds about 23%, and cryptocurrency about 13%.Zach Pandl mentioned that differences in intergenerational allocation preferences may further strengthen this trend. According to a Bank of America survey of high-net-worth individuals, investors aged 21 to 43 allocate about 53% of their assets outside of traditional stocks and bonds, while the proportion for those aged 44 and above is 26%. With over $100 trillion in wealth expected to transfer to younger generations in the coming years, their stronger preference for alternative assets may provide ongoing tailwinds for cryptocurrency.He added that the lowering of entry barriers to alternative assets is one of the reasons for this shift, with cryptocurrency developing along similar paths; regulated products like Bitcoin ETPs and institutional-grade market infrastructure provide more convenient access to exposure.

Bitget's head of Greater China, Xie Jiayin, issued a statement indicating that in response to the abnormal price marking incident involving TUT and two other trading pairs on August 9, Bitget will compensate affected users who meet the criteria, with a total compensation amount of nearly 40 million USD. The compensation will be calculated based on the user's account equity at 15:00 on that day, addressing related losses caused by forced liquidation of short positions during the period of abnormal price fluctuations.Xie Jiayin also stated that Bitget will continue to uphold the concept of "a warm exchange," ensuring the protection of user rights for retail, VIP, and institutional clients alike. After handling the incident, the platform will continue to review and promote the continuous iteration of products and related mechanisms.

According to the latest research by TrendForce, driven by rising prices of components such as memory, the material cost of the 256GB iPhone 18 Pro is expected to increase by about 38% year-on-year, making a retail price increase unavoidable. Apple may ease the extent of the price increase by sacrificing some gross margin to maintain shipment volume and market share. Analysis shows that the proportion of memory in the BOM cost of the last two generations of Pro models has risen from about 10% a year ago to about 34% in Q3 2026, and it is expected to exceed 40% in the first half of 2027. Memory has become the largest single cost item for the iPhone, replacing the traditional dominance of application processors and displays.TrendForce points out that Android manufacturers are facing greater profit pressure, especially mid-range and low-end models, with some brands potentially forced to significantly raise prices or discontinue loss-making product lines. Since early 2025, memory prices have increased by 5 to 7 times, and it is expected that global smartphone production will continue to be under pressure from the second half of 2026 to 2027. Apple may also adjust the pricing of older models in sync with the launch of new products to partially offset the impact of rising memory costs.

CryptoQuant analyst Darkfost stated that since May, the total market capitalization of stablecoins has lost nearly $15 billion, decreasing from about $280 billion to $266 billion.From October last year to May this year, the market capitalization remained stagnant, indicating that there has been no liquidity inflow or insufficient liquidity. Now, even though Bitcoin's price has stabilized, demand has not recovered, and this weakness hinders the rebound of Bitcoin's price. In contrast, the decline in the market capitalization of stablecoins indicates that liquidity in the crypto market is actually draining away.

According to the latest supply chain survey by TrendForce, despite the United States implementing export controls on high-end GPUs, China's AI industry has not slowed down; instead, it is accelerating the construction of a domestic AI supply chain. The report points out that the supply structure of high-end AI chips in China is shifting from reliance on imported GPUs to a dual-track model of "domestic GPUs plus self-developed ASICs," with domestic solutions expected to capture nearly 90% of the Chinese high-end AI chip market by 2026.This year, the Chinese government is actively promoting the adoption of domestic AI chips, with policies prioritizing support for high-potential local manufacturers to significantly expand their market share in the high-end AI server market. Meanwhile, the domestic ecosystem is gradually maturing in key areas such as advanced processes, advanced packaging, and thermal management. TrendForce expects that, against the backdrop of an accelerated domestic substitution process, domestic chip manufacturers like Huawei Ascend, Cambricon, and Haiguang are likely to continue benefiting, and the related industrial chain will usher in structural growth opportunities.

According to SoSoValue data, the overall cryptocurrency market sector shows a slight upward trend, with Bitcoin (BTC) rising 0.57%, breaking through $65,000; Ethereum (ETH) rising 0.48%, breaking through $1,900. The meme sector performed outstandingly, rising 0.36% in 24 hours, with Tutorial (TUT) rising 52.38%, Pump.fun (PUMP) rising 11.39%, and Pepe (PEPE) and FLOKI rising 2.47% and 2.81%, respectively.In other sectors, the Layer1 sector rose 0.27% in 24 hours, with Solana (SOL) rising 1.44%; the PayFi sector rose 0.25%, with Monero (XMR) rising 3.8%; the CeFi sector rose 0.14%, with Aster (ASTER) rising 1.59%; the Layer2 sector fell 0.23%, with zkSync (ZK) rising 2.41%; the DeFi sector fell 0.91%, with Curve DAO (CRV) rising 6.39%; additionally, the AI sector fell 1.76%, but Worldcoin (WLD) rose 6.61%; the GameFi sector fell 3.97%, with Audiera (BEAT) falling 6.65% and WEMIX falling 3.08%.The cryptocurrency sector indices reflecting historical market trends show that the ssiNFT, ssiMeme, and ssiAI indices rose 2.85%, 0.63%, and 0.6%, respectively.

On-chain analyst Tom Wan posted on the X platform, stating that the total market value of on-chain assets related to Robinhood has reached 1 billion USD. Among them: stablecoin assets account for about 58%; Ethereum (ETH) accounts for about 28%; yield-bearing stablecoins account for about 10%.