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The CEO of the World Gold Council recently stated that he personally believes Bitcoin will ultimately "go to zero," saying, "My personal view on Bitcoin is that it will go to zero." In response, Binance co-founder CZ posted that many people have made incorrect judgments about cryptocurrencies in the past, but understanding this field takes time, and he stated, "I also can't be 100% sure that I'm right, after all, we are all human."Analysis suggests that the view of Bitcoin "going to zero" has long existed in recent years, with critics mainly arguing that it lacks the cash flow support of traditional assets and has excessive price volatility; while supporters believe that Bitcoin possesses decentralization, scarcity, and digital value storage attributes, and may become part of the global financial system in the future.

According to Arkham data, around 16:15 today, CZ's public donation address saw three consecutive token burn actions, specifically 4,444 Meme tokens "Bull Coming" (with a contract address starting with 0xD043B6, which is a market-hyped token with the same name starting with 0xbee), 4,444 Meme coins MarsCoin, and 4,444 "Binance Life".Upon verification of the three burn actions, the 4,444 Meme tokens "Bull Coming" were not actively burned by CZ. The initiator of the transaction was the token creator himself (0xcf86..383), who deployed the contract and set up privileged authorization to mint 1 billion tokens for his own address. Subsequently, he actively transferred about 800 million tokens to CZ's address and used transferFrom to forcibly transfer 4,444 tokens from CZ's address to a black hole address, simulating a burn by CZ. During this period, the CZ address had no authorization for this token or the initiator.

CZ publicly updated the donation address a few minutes ago, destroying 4444 Meme tokens "Bull is Coming".

According to on-chain data monitoring, CZ's public donation address has shown unusual activity. About five minutes ago, 4444 "Binance Life" coins were burned, worth approximately 2130 USD.In addition, the address also burned 4444 Meme coins MarsCoin, worth approximately 271 USD.

According to the U.S. Securities and Exchange Commission (SEC), H&H International Investment, managed by Duan Yongping, had a total market value of approximately $19.1 billion at the end of the second quarter, a decrease from about $20 billion at the end of the first quarter.H&H continued to increase its holdings in Pinduoduo, Berkshire Hathaway Class B shares, and Disney, while establishing a new position in Alibaba, and significantly reducing its holdings in Nvidia, Google, and Microsoft, completely exiting from TSMC and CrowdStrike.

Binance founder Zhao Changpeng posted on social media, "As of August 2026, over 20.07 million Bitcoins have been mined, with only about 4.4% of the supply left to be mined. I estimate that 10-20% of the existing Bitcoins are lost, stuck, or unrecoverable. It is a deflationary asset."

Duan Yongping responded on Xueqiu regarding the recent changes in his holdings of Pop Mart, stating that he has "never directly sold a single share of Pop Mart." The changes in his holdings mainly come from options trading and expiration exercises, and do not indicate a long-term bearish view on Pop Mart.Duan Yongping mentioned that when the position of selling puts approaches the limit, he will adopt the strategy of "buying stocks + selling calls." After expiration, if the stocks are called away, it is essentially a similar trading strategy to selling puts that are exercised at expiration. Currently, the options premium for Pop Mart is about 5% per month, and this strategy may continue to be used for a longer period in the future.Regarding the valuation of Pop Mart, Duan Yongping stated, "Currently, I believe the price of Pop Mart is not expensive in the long term, but I don't know about the short term." He emphasized that there is no specific time or price set for selling Pop Mart, and it may be a long time before that happens.

GMGN data shows that influenced by Zhao Changpeng's retweet of related content, the utility of BSC Meme coins surged rapidly for a short time, with a market cap once exceeding 9 million USD, currently reported at about 8 million USD, with an intraday increase of over 900%.According to market news, the prices of Meme coins are highly volatile, and most lack practical use cases, please pay attention to asset protection.

Duan Yongping responded on Xueqiu today regarding the reduction of his position in Pop Mart, stating, "It's just that the put expired, and part was called away by the call." (This means that the put option expired, and a portion of the stock was called away by the call option.)ChainCatcher previously reported that earlier today, the Hong Kong Stock Exchange disclosed that the long position ratio of H&H International Investment, managed by Duan Yongping, in Pop Mart International Group Limited decreased from 7.65% to 5.55% as of July 30, 2026.According to a detailed interpretation of the announcement, this reduction was caused by the exercise of sold calls (call options). Duan Yongping holds the underlying stock of Pop Mart through H&H International Investment while selling call options to earn premiums. After part of the calls expired and were exercised on July 30, Duan Yongping had to deliver stocks at the agreed price, resulting in a decrease in physical holdings, and the disclosed long position ratio dropped from 7.65% to 5.55%.This time, Duan Yongping had part of the calls expire and be exercised, delivering some stocks at an average settlement price of approximately HKD 162.50, resulting in a net decrease of about 8.9328 million shares in physical holdings. Additionally, other option positions expiring or converting contributed to the overall decrease in the disclosed total long position ratio.Duan Yongping is accustomed to using sold options to enhance returns or build positions, and he has performed similar operations on stocks like Apple. On July 23, Duan Yongping had just responded to investors on Xueqiu, stating, "I just started buying Pop Mart, and I probably won't sell for the next 10 years." This decrease in ratio is mainly due to passive reduction caused by option settlements, rather than actively selling in the market. The actual decrease in physical holdings is not as exaggerated as the disclosed ratio suggests, as the disclosed long ratio also includes the impact of related derivative positions.

Earlier today, the Hong Kong Stock Exchange disclosed that the long position ratio of H&H International Investment, managed by Duan Yongping, in Pop Mart International Group Limited decreased from 7.65% to 5.55% as of July 30, 2026.According to the detailed interpretation of the announcement, this reduction was caused by the exercise of sold call options. Duan Yongping holds the underlying shares of Pop Mart through H&H International Investment while selling call options to earn premiums. After some calls expired and were exercised on July 30, Duan Yongping had to deliver shares at the agreed price, resulting in a decrease in physical holdings, and the disclosed long position ratio fell from 7.65% to 5.55%.This time, Duan Yongping had some calls expire and be exercised, delivering part of the shares at an average settlement price of approximately HKD 162.50, resulting in a net decrease of about 8.9328 million shares in physical holdings. Additionally, the expiration or conversion of other option positions contributed to the overall decline in the disclosed total long position ratio.Duan Yongping is accustomed to using sold options to enhance returns or build positions, and he has previously engaged in similar operations with stocks like Apple. On July 23, Duan Yongping had just responded to investors on Xueqiu, stating, "Pop Mart has just started buying, and it is highly likely that I won't sell within the next 10 years." The decrease in ratio this time is mainly due to passive reduction caused by option settlements, rather than actively selling in the market. The actual decrease in physical holdings is also not as exaggerated as the disclosed ratio suggests, as the disclosed long position ratio also includes the impact of related derivative positions.

According to the Hong Kong Stock Exchange, the long position ratio of H&H International Investment, managed by Duan Yongping, in Pop Mart International Group Limited decreased from 7.65% to 5.55% on July 30, 2026.

Binance founder Zhao Changpeng reposted on the X platform about a user being attacked by a Coldcard wallet and stated that software will always have vulnerabilities; the key is how the team behind it addresses the issues.Zhao Changpeng added that Trust Wallet also faced a similar problem years ago, where the use of a non-truly random pseudorandom number generator led to a loss of about 12 million dollars, but the team ultimately covered the users' losses.Previously, a suspected third wave of attacks targeting Coldcard-generated addresses has emerged, with attackers again transferring about 207.7294 BTC. Data shows that the scale of observed Coldcard-related attacks has expanded to about 1,367.05 BTC, involving approximately 4,585 addresses, valued at about 88.6 million dollars at current prices.

Binance founder Zhao Changpeng posted on the X platform that we may be in a bear market, but there is still a lot of capital looking for investment opportunities.

Zhao Changpeng posted on platform X, stating that regarding the suspected vulnerability of the Coldcard wallet that led to over $38 million in Bitcoin being stolen, even hardware wallets may have vulnerabilities.Even long-established wallets may have vulnerabilities. To reduce risk, one might consider diversifying funds across several wallets, but this brings another set of risks. Nothing is 100% secure.

In response to the shutdown of BitMEX, BitMart, and rumors of several CEXs facing shutdowns, Zhao Changpeng stated, "It's too cruel, I hope this is a bottom signal."

Binance founder CZ responded to the question "Why not acquire smaller CEXs" by stating that acquiring centralized exchanges is different from other businesses. Once a hack occurs after the acquisition, it is difficult to determine whether it is a backdoor left by the previous team or a new issue, thus the security and compliance risks are higher. He emphasized that acquiring CEXs is still possible, but the due diligence and risk control processes are more complex.

Zhao Changpeng reposted a previous post on the X platform about "whether to find the best entry point for long-term holding in a bull market or bear market," and replied "DCA."DCA stands for Dollar-Cost Averaging, which refers to investors investing funds at fixed intervals, reducing the impact of price fluctuations at a single point in time on the cost of their holdings by buying in batches.Zhao Changpeng also stated that if one does not understand this term, they can search and learn on their own, and emphasized that mastering basic financial terminology is very important.

Binance founder Zhao Changpeng paid tribute to BitMEX founder Arthur Hayes. It's unfortunate to see BitMEX shut down. Some thoughts:BitMEX was the first to launch 100x cryptocurrency trading back in 2014. Futures contracts had existed before this, making Friday trading exceptionally busy. BitMEX only accepted Bitcoin deposits, supported only one chain, allowed withdrawals once a day, and required multi-signature wallets. These seemingly inconvenient restrictions actually protected them from hacker attacks.After 18 months of struggle, the four founders ultimately admitted to violating the Bank Secrecy Act (BSA) a month before the trial. They were each fined $10 million and placed under house arrest. No one went to prison as a result. However, their business ultimately could not withstand the "cryptocurrency war" initiated by the Biden administration.In the end, the liquidation process of BitMEX appeared orderly, and users were able to withdraw their assets. Tribute to Arthur Hayes.

Binance founder CZ recently posted on social media that artificial intelligence (AI) and Bitcoin (BTC) serve different functions; AI drives productivity improvements, while Bitcoin is used to combat inflation and protect wealth. CZ stated, "AI is great, but it cannot protect you from the effects of inflation; Bitcoin can."CZ believes that the market often views AI and Bitcoin as two major hot investment themes, but their natures are fundamentally different. AI is a technology that enhances business efficiency and economic productivity, while Bitcoin is a digital asset with a fixed supply. He pointed out that the AI industry is rapidly developing, with global companies continuously investing billions of dollars in AI software, data centers, chips, and other infrastructure, driving transformations in various sectors such as healthcare, finance, and manufacturing. However, AI companies can issue more shares and raise funds for expansion, and their investment value still depends on business performance and market competition. In contrast, Bitcoin has a total fixed supply of 21 million coins, and holders possess a non-dilutable scarce asset. CZ believes this characteristic gives Bitcoin long-term value storage properties, providing protection when the purchasing power of fiat currency declines due to inflation.CZ has also previously stated that the AI boom may attract some funds that would have originally flowed into the Bitcoin market. As AI companies like OpenAI and Anthropic gain more capital attention, some investors may sell other assets to allocate to AI-related investments. However, CZ believes that AI and Bitcoin are not in competition; rather, they should be viewed as complementary assets: AI drives technological advancement and productivity improvements, while Bitcoin offers a way to store value that is unaffected by supply expansion.