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ProCap Financial BRR, owned by Anthony Pompliano, has sold 52 BTC to repurchase 2 million shares of common stock at a 50% discount to net asset value.ProCap currently holds a total of 5,405 BTC, ranking 19th in Bitcoin 100.

According to the official announcement, the French listed company Capital B announced the acquisition of 4 bitcoins for 260,000 euros, bringing its total holdings to 3,139 bitcoins, with a year-to-date bitcoin return of 1.85%.

According to BusinessInsider, billionaire investor and hedge fund founder of Third Point, Dan Loeb, stated in a podcast that current market concerns about the "bubble theory" of artificial intelligence (AI) are greatly exaggerated, and the development stage of the AI industry is completely different from that of the internet bubble period.Loeb pointed out that technology giants, including Alphabet, Microsoft, Amazon, and Meta, have collectively exceeded $700 billion in capital expenditures this year, which may reach $1 trillion next year, with the vast majority allocated for AI infrastructure development. He stated that to believe these capital expenditures will not yield returns is equivalent to thinking that companies are "burning money for no reason," but currently, these companies have strong profitability and ample cash flow, allowing them to support investments with their own balance sheets.Loeb emphasized that this is different from the situation during the internet bubble when "valuations detached from fundamentals," and does not constitute a traditional valuation bubble. He also mentioned that AI companies like Anthropic are experiencing rapid revenue growth and accelerated product applications, indicating that the industry is still in the early stages of expansion.Reports indicate that Anthropic's latest financing valuation is nearing $965 billion, with annualized revenue jumping from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, there are still some investors in the market, including Michael Burry, who express concerns about the overheated valuations of AI, believing that massive investments may struggle to yield corresponding returns. Loeb, on the other hand, stated, "We haven't even scratched the surface of AI development," and believes that we are still in the early stages of long-term growth.

Multicoin Capital co-founder Kyle Samani recently stated that Hyperliquid is essentially just a "Binance 2.0 without a marketing team."Samani believes that Hyperliquid made a lot of technical decisions during its development that are suitable for centralized systems but difficult to adapt to a permissionless decentralized environment. He stated that these architectural choices have caused the project to lag behind some competitors in its development towards decentralization.In addition, Samani pointed out that as the regulatory environment changes, the requirements for partners from compliant companies in the U.S. are increasing, and Hyperliquid's current model may face more challenges. He further stated that real American companies today would no longer choose to collaborate with it.Recently, Hyperliquid has become the market focus due to the continuous rise of the HYPE token and increasing trading volume, but discussions surrounding its level of decentralization, governance model, and regulatory risks are also heating up.

U.S. SEC Chairman Paul S. Atkins stated during a speech at the 2026 Reagan National Economic Forum that the U.S. Securities and Exchange Commission is advancing the "New Era of the SEC" regulatory reform, focusing on modernizing digital asset regulation, promoting the development of on-chain capital markets, and supporting the U.S. to become a "global crypto hub."Paul Atkins criticized the previous SEC's "regulatory hostility" towards the digital asset industry, stating that a large amount of crypto innovation was forced to move overseas as a result. He mentioned that with the support of the Trump administration, the SEC has launched "Project Crypto" and is collaborating with the U.S. Commodity Futures Trading Commission to promote on-chain market infrastructure and coordinate crypto regulation.The SEC has recently clarified which digital assets are considered securities and which are not, and is advancing an innovative exemption mechanism for "tokenized listed securities," while also studying how on-chain trading systems can fit within the existing regulatory framework.In addition, Paul Atkins emphasized that the SEC will reduce "over-disclosure" and regulatory burdens, promoting the "Make IPOs Great Again" reform, which includes lowering compliance costs for listed companies, increasing IPO flexibility, and formally proposing the repeal of climate disclosure rules introduced during the previous administration. The future of the U.S. capital markets should be built on a foundation of "free markets and innovation-driven" principles, and the role of regulatory agencies should be to provide clear rules and legal certainty, rather than suppressing technological development.

Michael Saylor posted on the X platform, stating that CFTC guidelines promote the development of the Bitcoin capital market, including around-the-clock trading, BTC collateral, perpetual futures, options, and regulated access. This will benefit BTC holders, support the MSTR engine, and facilitate the development of STRC as Bitcoin-backed digital credit.

The B.AI platform officially launched the Claude Opus 4.8 model. This model maintains the same price as version 4.7 while significantly enhancing coding and reasoning capabilities, achieving several key breakthroughs, including a notable reduction in code defect detection failure rates by approximately 4 times, more objective and accurate task progress feedback, and further enhancement of the ability to independently execute complex tasks for extended periods, better supporting automated development and deep reasoning scenarios.Currently, Opus 4.8 has fully opened API integration and Web Chat access. Users can log in to the official website to experience it immediately or refer to the official documentation for more technical details.

Bit Digital, a Nasdaq-listed company, CEO Sam Tabar posted on X that he has bought more ETH.Sam Tabar explained, "Many people, after seeing ETH's price performance over the past two years, concluded that it is finished. But I believe they have identified the wrong catalyst. The repricing of ETH should never have been based on retail narratives. For an asset supported by such a vast infrastructure, that narrative is inherently too fragile. The real catalyst is institutional demand. And the rhythm of institutional demand never operates according to the emotions on social media. It only occurs when conditions are ripe, such as when the compliance framework is ready, the custody system is established, and the regulatory environment is stable enough for CFOs to sign off. That moment is actually closer than what the market price reflects."He added, "I hold ETH because I have a fiduciary obligation to make smart capital allocation decisions. And based on the price at which I bought, ETH meets that standard."

According to the official announcement, the artificial intelligence company Anthropic has completed a $65 billion Series H financing round, with a post-money valuation reaching $965 billion, surpassing its competitor OpenAI for the first time, becoming the highest-valued AI startup in the world.This financing round was led by Altimeter Capital, Dragoneer Investment Group, Greenoaks Capital, and Sequoia Capital. In addition, the company plans to expand its computing power to meet the growing demand for its Claude product and to promote the scaling of its products.

According to The Block, the self-trading platform Hypernova built on Hyperliquid has completed a $3 million pre-seed funding round, led by Lemniscap, with participation from Very Early Ventures, CMS Holdings, and Pivot Global. Several angel investors from the Hyperliquid ecosystem also participated in this funding round.The platform automates trader payments using smart contracts, aiming to address issues such as the lack of transparency in payment processes and profitable traders becoming liabilities for traditional proprietary trading firms. Hypernova can dynamically decide whether to push positions to the market based on the quality of traders. The platform is currently in a closed alpha phase and plans to publicly launch within the next two months.

According to CoinMarketCap data, the performance of the top 100 cryptocurrencies by market capitalization is as follows:Top five gainers: Stellar (XLM) up 25.3%, current price $0.2001; Hedera (HBAR) up 2.36%, current price $0.08828; Midnight (NIGHT) up 2.26%, current price $0.03505; DeXe (DEXE) up 2.22%, current price $16.84; World Liberty Financial (WLFI) up 1.12%, current price $0.05986.Top five losers: Worldcoin (WLD) down 22.25%, current price $0.2853; Venice Token (VVV) down 16.08%, current price $14.85; Bitcoin Cash (BCH) down 14.52%, current price $295.22; LayerZero (ZRO) down 13%, current price $1.11; Render (RENDER) down 12.31%, current price $1.98.

According to TechFundingNews, Lightning Capital announced the establishment of a $100 million "AI Ripple Effect" early-stage fund and appointed former Andreessen Horowitz partner Michele Griffin as the fund's managing partner and COO. It is reported that the fund will invest in startups focused on the secondary impact of AI as it transitions from experimentation to implementation on industries, infrastructure, and ways of working, while also providing secondary market and cash management strategies and offering flexible liquidity options for family offices and corporate investors.

Recently, the technology sector of the US stock market has continued its structural strength, with AI and leading consumer electronics companies remaining the focus of capital attention. According to Gate market data, NVIDIA (NVDA) is currently priced at about $210.67, with a slight intraday pullback, but the demand for AI computing power and expectations for data center expansion remain core drivers in the medium to long term. In the derivatives market, according to CoinGlass data, NVDAX on the Gate platform reached a trading volume of $4.6 million in 24 hours, with open contracts totaling $3.42 million, both ranking first globally.As global user demand for traditional asset allocation such as US stocks continues to grow, Gate is continuously bridging the gap between cryptocurrency and traditional financial trading scenarios through a unified account system. Users can conveniently participate in trading mainstream global assets such as stocks, metals, foreign exchange, indices, and commodities through a single USDT account, further enhancing cross-market trading efficiency and capital usage flexibility. Gate has launched over 130 perpetual contract targets related to US stocks, as well as over 430 CFD contract targets, and continues to expand its diverse product lines including spot tokens, perpetual contracts, and on-chain assets, supporting 24/7 trading to provide users with a more flexible and efficient one-stop global asset trading experience.

According to Fortune magazine, the UK AI agent security and governance platform Geordie AI has completed a $30 million Series A funding round, led by Balderton Capital, with participation from Crosspoint Capital, and additional investments from General Catalyst and Ten Eleven Ventures, resulting in a post-money valuation of $155 million. This is the largest Series A funding round to date for a cybersecurity startup in Europe.The company was co-founded by former executives from the UK cybersecurity company Darktrace and the code security company Snyk. Its platform can discover and monitor AI agents operating within enterprises in real-time, identifying risks and dynamically constraining agent behavior. Geordie is currently deployed in approximately 30 client environments, including financial data company AlphaSense and the Franco-American joint venture AI biotechnology company Owkin.

According to CoinDesk, Michael Kramer, founder and CEO of Motte Capital Management, stated that the U.S. Treasury's related settlement operations are expected to withdraw about $150 billion in liquidity from the financial system, which may exacerbate Bitcoin's current decline.He pointed out that Bitcoin often serves as a leading indicator of liquidity and has recently fallen below the key support level of approximately $75,000, down about 11% from this month's high of $82,500. Michael Kramer expects that this round of liquidity tightening will mainly come from U.S. Treasury bonds and short-term Treasury bill settlements.

Grant Cardone, the CEO of the American real estate investment company Cardone Capital and a billionaire, posted on the X platform 10 hours ago stating: "Cardone Capital has increased its holdings by 130 bitcoins during the pullback."

According to Bloomberg, AI programming startup Cognition AI announced the completion of a new funding round of over $1 billion, with a post-funding valuation of $26 billion, more than doubling the valuation from the last funding round in September 2025.This round of financing was co-led by Lux Capital, General Catalyst, and 8VC, with follow-on investments from Ribbit Capital, Atreides Management LP, and Peter Thiel's Founders Fund, among others.

According to data from DefiLlama, Gate's 24-hour net capital inflow exceeded 36.42 million USD, ranking among the top two globally among centralized exchanges.