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According to the latest Bitmine holding data, the treasury company holds a total of 5,815,164 ETH, with an average cost price of 3,366 USD. If calculated at the current ETH price of 2,436 USD, the total holding's unrealized loss has narrowed to 5.408 billion USD, having previously exceeded 10 billion USD at one point.

Ray Dalio, the founder of Bridgewater Associates, warned that the annual budget deficit in the United States has reached $2 trillion, with approximately $10 trillion in debt needing to be refinanced. If the current trajectory is not changed, a debt crisis could arrive "within three years, with a two-year margin of error."In terms of asset allocation, Dalio advises investors to reduce their bond holdings to avoid debt risks; increase their allocation to gold, raising it to 10% to 15% of their portfolio; and hold a small amount of Bitcoin to hedge against government credit risk. Dalio also calls for the U.S. to reduce the budget deficit from the current level of about 6% of GDP to 3%, through measures including cutting spending, increasing taxes, and lowering interest rates.As a result of these statements, gold prices surged to their highest level since May on Friday, and Bitcoin broke through $77,000, marking the largest weekly increase since 2023.

According to Gate market data, the Nasdaq 100 index turned negative, the S&P 500 index's increase narrowed to 0.3%, and the Dow Jones rose by 0.6%.

According to Lookonchain monitoring, as Bitcoin continues to rise, Garrett Jin (@GarrettBullish, 0x92e...050e) holds 1,268 Bitcoin long positions that have not yet realized a profit of over $500,000, having previously suffered a loss of over $22 million.

According to Cryptopolitan, attackers released malicious versions of three widely used Rust packages through a supply chain attack, with a library named arrayref being used by about three-quarters of Rust development environments. The malicious update hid a backdoor that could automatically steal login information when users compiled projects; users who compiled the affected versions may have exposed their computers and keys.Wiz researchers pointed out that the command and control path of the arrayref attack overlaps with the Mastra operation used by the North Korean hacker groups Sapphire Sleet and UNC1069, with IP addresses sharing the same security certificate and using the same hosting provider, Hostwinds. The attackers only added a misspelled proc-macro1 dependency, mimicking the popular proc-macro2, without modifying the original code, allowing it to pass tests and builds. The attack was removed 86 minutes after release but had already been downloaded extensively. The affected packages are widely used in Solana and Ethereum tools. The Rust team believes the maintainer's actions were not malicious, and their device or credentials may have been compromised.

According to on-chain analyst Yu Jin's monitoring, if Bitcoin rises by about $800, Strategy will break even, with a holding cost of approximately $75,385. Currently, its unrealized loss has narrowed from $9.904 billion a few days ago to $685 million, recovering about $9.219 billion.BitMine's ETH holding unrealized loss has also narrowed from $8.513 billion to $5.879 billion, recovering about $2.634 billion.

According to actu, a couple in the Landes department of France was invaded, taken hostage, and kidnapped by assailants in their home. The assailants targeted the Bitcoin and other cryptocurrencies they held. Around 4 a.m., several criminals entered the residence, threatening and pressuring the couple to hand over a large amount of crypto assets.The two were subsequently taken away: the man was later found in the town of Solférino, completely naked and with multiple cuts on his body. The woman was found in another vehicle, in a different province at a considerable distance. After the incident, the French gendarmerie quickly blocked the roads and launched an investigation. Two men have already been arrested. The case is being handled by the Bordeaux Interregional Specialized Court (JIRS) and the National Prosecutor's Office for Organized Crime (PNACO).

"BTC OG insider whale" agent Garrett Jin analyzed that Bitcoin's recent breakthrough of $70,000 was driven by multiple positive factors, including the expansion of the U.S. Treasury's bond buyback, the SEC's proposed regulatory framework for crypto assets, and the White House crypto summit. The current price has entered a dense area of trapped positions between the latter half of $60,000 and the lower range of $80,000, with the first resistance level showing signs of loosening.Garrett Jin pointed out that over the past two months, a large amount of new holding costs has accumulated in the area just above $60,000, providing bottom support for this breakthrough. Although the short squeeze triggered by short liquidations may push Bitcoin above $80,000 in the short term, the $80,000 to $82,500 range is a key resistance area to watch, and the short squeeze momentum is difficult to sustain in the long term. If effective absorption of chips can occur below $80,000 before the breakthrough, it would be more beneficial for the healthy development of subsequent trends.On the same day, SK Hynix announced the largest stock buyback and cancellation plan in South Korea's history, committing to return at least 50% of the expected free cash flow before 2027 to shareholders. The stock price surged more than 10% at one point, triggering the buyer's circuit breaker mechanism for the KOSPI index. Analysts believe this move can alleviate market concerns about the declining risk appetite for South Korean semiconductor stocks, but it cannot change the cyclical trend of the memory industry itself.

Marvell Technology submitted documents to the U.S. SEC disclosing that the company has expanded its custom semiconductor collaboration with Google. The two parties signed a commercial agreement on July 29, covering AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory computing products related to the Google TPU ecosystem.As part of the collaboration, Marvell issued warrants to Google, allowing it to purchase up to approximately 58.97 million shares of the company's common stock at a price of $206.58 per share, with a total exercise value of about $12.2 billion. Approximately 1.36 million shares will vest over the first year, while the remaining shares will vest in batches based on Google's future revenue from custom product purchases (one batch for every $500 million in revenue), lasting until the fiscal year 2033, corresponding to a potential cumulative revenue cap of about $120 billion. Following the announcement, Marvell's stock price surged over 11%, while competitor Broadcom's stock price fell. Analysts believe this move strengthens Marvell's position in the custom chip sector for hyperscale cloud vendors.

The U.S. military has established a shipping corridor in the Strait of Hormuz, transporting about 10 million barrels of oil daily, which is about half of the pre-war shipping volume. This move alleviates the impact of the war on oil supplies and has a significant effect on the global energy market.

Marvell Technology (MRVL.O) has issued a warrant to Google to purchase up to 58.97 million shares of stock.

On August 19, the B.AI platform announced the launch of the DeepSeek-V4-Flash zero-threshold free access event. Within just 48 hours, the platform's Token throughput exceeded 22 billion. Currently, the activity on the B.AI platform continues to rise, with free computing power fully available. All users can log in to access unlimited calls to Coding assistance, multi-Agent complex scheduling, long text deep processing, and high-concurrency API workflows, among other full-stack capabilities. The computing power costs are fully covered by B.AI, with no complicated thresholds, available for immediate use------Come to B.AI now to unlock a truly unlimited intelligent acceleration experience.

Investor Gavin Baker stated in Friday's All-In Podcast that marginally, Anthropic's share is flowing towards OpenAI, open-source models, and Grok, but its growth remains very rapid. Baker mentioned that if the $65 billion related data is accurate, then someone leaked this information to assist Anthropic's upcoming IPO roadshow, allowing it to claim a higher annual recurring revenue (ARR) after expanding capacity from July to September.Baker pointed out that following statements related to Anthropic's potential IPO roadshow in September or October, given OpenAI's aggressive approach to locking in computing power and almost certainly capturing significant market share, the market should subsequently see leaks from OpenAI to demonstrate its faster growth. He stated that there will be a lot of speculation surrounding this IPO.Baker also noted that the $65 billion data is impressive for the capacity-limited Anthropic and the entire AI industry, even though Anthropic may be losing some market share. He also mentioned that the number of Codex users has nearly doubled in the past five weeks.

"Humanoid Robot First Stock" Yushu Technology (688836) officially landed on the Sci-Tech Innovation Board today, with the stock price opening significantly high before retreating. The stock opened at 1100.00 yuan, up 629.44% from the issue price of 150.80 yuan, with a market value that once reached 444.9 billion yuan. Subsequently, the stock price fluctuated downward, and as of the time of writing, it was reported at 882.22 yuan, with the increase falling back to 485.03%, and a market value of approximately 356.827 billion yuan. The current turnover rate has reached 61.90%, with a transaction amount of 17.159 billion yuan. Based on the opening price, a single lot (500 shares) has an unrealized profit of about 474,600 yuan. Yushu Technology's public offering this time was 40.4464 million shares, raising approximately 6.1 billion yuan, with an issue price-earnings ratio of 219.23 times.

According to CoinDesk, Bitcoin has recently shown unusually calm performance, achieving an annualized volatility of about 42% on the 30th, narrowing the gap with the S&P 500's 18% to the narrowest level on record. After narratives related to Trump and corporate treasury buying, the market has entered a prolonged compression range. Edmond Goh, Global Trading Head at B2C2, stated that retail funds are shifting towards AI stocks, tokenized stocks, and prediction markets; TradFi high-frequency trading and risk models are improving efficiency, with open interest nearing historical lows, further suppressing volatility.Shiliang Tang, Partner at Monarq Asset Management, mentioned that Bitcoin is in a price stalemate, with upward pressure from corporate treasury sell-offs (such as Strategy, MARA) and limited downward movement due to speculative leverage clearing and net accumulation in long-term wallets. Strategy has sold about 7,000 BTC by 2026. Paul Howard, Senior Director at Wincent, pointed out that institutional ETFs and DAT are driving market maturity, while clarity in U.S. regulation (CLARITY Act) is still pending, and low volatility has led to a decrease in trading volume.Greg Cipolaro from NYDIG stated that short-term traders are chasing 5x or 10x returns, with target options expanding to Nvidia, gold, perpetual stock contracts, 0DTE options, or sports event contracts. Retail in South Korea is shifting from crypto to domestic AI-related stocks, with Upbit and Bithumb's trading volume significantly dropping year-on-year. Trading in traditional asset perpetuals on crypto platforms and prediction markets like Kalshi and Polymarket has seen a significant increase.

According to SemiAnalysis, Anthropic's ARR from indirect channels (Bedrock, Foundry, Gemini Agent Enterprise) in Q2 2026 has exceeded 40%, with API and B2B contributing the majority of new revenue. The monetization model for indirect channels differs from direct revenue; cloud service providers typically charge IaaS fees or revenue sharing. Laboratories account for gross ARR, but related costs are reflected in sales and marketing expenses. Indirect channels require precise computational resource allocation analysis at the individual transaction level.

According to a report by the Korea United News Agency, the Gwangju Police Agency's Cyber Crime Investigation Team will arrest and transfer three suspects led by A (in their 60s), who are suspected of establishing offices in Seoul, Gwangju in South Jeolla Province, and Gunsan in North Jeolla Province since November 2024. They allegedly deceived over 100 elderly individuals aged 70 to 80 into investing in virtual assets with false promises such as "guaranteed principal" and "potential profits of hundreds of billions of Korean won," accumulating approximately 500 million Korean won in fraud.The police stated that there are likely still unreported victims and are continuing to expand the investigation, reminding the public to remain vigilant against investment offers that promise guaranteed principal and high returns.

According to on-chain analyst Yu Jin (@EmberCN), the whale entity Garrett Jin transferred 17 million WLFI (approximately $1.01 million) to Binance 6 hours ago.This entity previously withdrew 313 million WLFI (approximately $31.89 million) from Binance in February of this year at an average price of $0.10, while the price at the time of this transfer had dropped to $0.06, resulting in a cumulative loss of about 40%, with an unrealized loss of $12.76 million.

The latest report from 10x Research indicates that Bitcoin trading volume has dropped to a small fraction of the peak levels seen after the U.S. presidential inauguration and during the flash crash last October, while the price has entered one of the narrowest volatility ranges in months. Historically, similar low-volatility states are often difficult to sustain in the long term.Additionally, options flow shows that traders' market confidence is changing, and positions have begun to adjust. Bitcoin's implied volatility has also fallen to a low level rarely seen outside of the summer off-season, while ETF inflows remain weak, and stablecoins continue to flow out of the crypto market. Strategy, which was once one of the most stable buyers in the market, has become a seller for four consecutive weeks.