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On August 11, TSMC held a board meeting and approved a capital budget of approximately $29.443 billion to expand advanced process and advanced packaging capacity to meet the strong demand brought by AI and high-performance computing. In May of this year, the board had already approved $31.283 billion, bringing the total approved capital budget for the year to $60.726 billion (approximately NT$1.96 trillion). TSMC Chairman C.C. Wei stated at the July earnings call that in the coming years, 13 advanced wafer fabs and advanced packaging plants will continue to be built in Taiwan, covering Kaohsiung, Hsinchu Baoshan, and Tainan, with the total investment scale in Arizona, USA also increasing to $26.5 billion.The board also approved the establishment of a joint venture with Sony Semiconductor Solutions Corporation, with TSMC's investment cap set at 282 billion yen. The joint venture will be located in Kumamoto Prefecture, Japan, aiming to mass-produce next-generation image sensors for smartphones by 2029. In addition, the board approved a cash dividend of NT$7 per share for the second quarter, with the ex-dividend date set for December 10. TSMC will provide eligible foreign shareholders with the option to receive cash dividends in US dollars.

According to Onchain Lens monitoring, Abraxas Capital (0x73f...32E) has transferred 10,100 XAUT (worth approximately $43.92 million) to another wallet.In the past 3 days, this entity has transferred 25,400 XAUT (worth approximately $110 million) between wallets, most of which was previously accumulated from Bitfinex. The associated wallet cluster holds 137,920 XAUT, worth approximately $600 million.

According to The Block, Tether-backed Bitcoin treasury company Twenty One Capital (NYSE: XXI) announced its financial performance for the second quarter of 2026, reporting a net loss of $413.5 million, primarily due to the decline in the value of its Bitcoin holdings. The financial report shows that approximately $401.5 million of Twenty One Capital's second-quarter losses came from the decline in the book value of its Bitcoin assets.As the company uses Bitcoin as its core asset allocation, BTC price fluctuations directly impact its financial performance. New CEO Raphael Zagury stated that Twenty One Capital cannot exist solely as a "Bitcoin treasury company" in the future but needs to transform into a broader financial services platform.Zagury proposed that the company's next phase will focus on three main directions, including: expanding its business landscape through mergers and acquisitions; enhancing financing capabilities using capital market tools; and exploring Bitcoin-collateralized loan services.

According to The Information, AI infrastructure startup Trajectory announced the completion of a $40 million financing round, with a post-money valuation of $300 million, co-invested by Sequoia Capital. The specific financing round and other investors have not been disclosed.Trajectory was founded by researchers from tech companies such as Google and Apple, and primarily helps businesses customize open-source AI models for specific business needs, as well as optimize the software toolchain that supports AI Agent operations (referred to as "Agent Harness"). As the costs of using closed-source large models continue to rise, more and more companies are looking for alternatives: on one hand, they are reducing costs by fine-tuning and customizing open-source models, and on the other hand, they are improving the Agent execution framework to enable AI models to more effectively call tools and execute tasks.This trend is driving a new wave of entrepreneurial enthusiasm around model adaptation and Agent infrastructure. Trajectory aims to address key issues faced by enterprises in deploying AI Agents, including model performance optimization, task execution reliability, and adaptation to enterprise scenarios. The company hopes to help businesses build more efficient and cost-effective AI applications by providing model customization and Agent operation infrastructure.Investors believe that as AI evolves from simple chatbots to Agents capable of autonomously executing complex tasks, a new layer of infrastructure around model optimization and Agent engineering will become an important market. In recent years, Sequoia has also continued to increase its investment in the AI infrastructure sector, including investments in AI Agents and enterprise AI applications.

According to Bloomberg, the U.S. defense technology startup Neros has completed a $250 million equity financing, raising its post-money valuation to $2.5 billion, led by Sequoia Capital and the American Strategic Technology Fund, with participation from existing investors such as Thiel Capital.Neros plans to accelerate the research and development and mass production of the attack drone Archer and the interceptor drone Bandit, and promote localized manufacturing among allies. The company's current annual production capacity is about 14,000 units, with a goal to increase Archer's annual production capacity to 1 million units by 2028.This round of funding will also be used to expand the employee count from about 200 to 350 and upgrade the handheld terminals used to control the drones and the Archer AI model, enabling it to maintain target lock in GPS-denied environments and coordinate with other drones.

Wintermute released a report stating that the upcoming U.S. CPI data to be announced on Wednesday will be key in testing whether the recent interest rate repricing can be sustained. The cryptocurrency market has joined the ranks of rising risk appetite. The U.S. spot Bitcoin ETF has seen a net inflow for five consecutive trading days, totaling $853.5 million, marking the best weekly performance since mid-April; the Ethereum ETF has also seen a net inflow for the fifth consecutive week, increasing by $244.9 million, with BlackRock accounting for over 80% of the combined inflow of $1.1 billion for both.These inflows occurred against a backdrop of relatively low trading volume, more characteristic of institutional planned allocations rather than aggressive momentum buying, and reversed the narrative of fund rotation away from Bitcoin over the past two weeks, indicating that ETF demand is being matched by supply from elsewhere.On the institutional front, Wells Fargo announced it will launch a tokenized deposit business this fall, starting with the USD-GBP corridor and operating on its own chain, joining the ranks of JPMorgan and Citigroup to bring settlement rails on-chain.Meanwhile, the Senate Majority Leader submitted a motion to end debate on the CLARITY Act early Saturday morning, which will undergo procedural voting on September 15, requiring support from at least seven non-Republican senators. The improvement in ETF inflows is encouraging but still represents a preliminary signal. A strong weekly performance alone is insufficient to confirm a structural shift; the entire risk asset sector has just been repriced due to one piece of data. If Wednesday's CPI exceeds expectations and pushes the probability of a rate hike in September back above 50%, it could quickly alter the core logic supporting the current upward trend.Recent key catalysts include the CPI on August 12, the PPI on the 13th, retail sales data on the 14th, followed by the Jackson Hole meeting from August 27-29, and the vote to end debate on the CLARITY Act on September 15. Until ETF inflows and digital asset treasury activities prove their sustainability throughout the remainder of the summer, it is advisable to remain cautious, even as the market increasingly trades on institutional terms.

According to a report by Fortune, the cybersecurity startup Corma, established in 2025, announced the completion of a $60 million seed round financing, with investors including Sequoia Capital, Khosla Ventures, and Coatue.Corma is headquartered in Tel Aviv and San Francisco, and six weeks ago, it deployed its first AI model to several Fortune 100 and 500 companies across various industries (covering healthcare, financial services, energy, critical infrastructure, and retail).Unlike current cybersecurity models primarily trained by OpenAI, Anthropic, Google, etc., for "offensive" purposes, Corma's trained model focuses on "defensive" strategies, concentrating on log and audit data analysis, identifying threats among massive events, and maintaining consistent strategies across thousands of operations. According to the company, its model has helped clients reduce threat response times by 94%.

According to Lookonchain monitoring, a wallet associated with Maven11 Capital withdrew 202,705 HYPE from OKX about 4 hours ago, worth approximately 11.17 million USD.

According to GMGN data, the market value of the Robinhood Chain ecosystem project StonkBrokers (STONKBROKER) briefly surpassed $92 million, currently reported at approximately $91.43 million, with a daily increase of over 18%. StonkBrokers is an NFT + DeFi composite project launched by the Web3 team Clutch Labs, aimed at allowing NFTs to have independent on-chain wallets through ERC-6551 token binding account technology, and creating an on-chain "stock broker" combined with a tokenized stock reward mechanism.The project issues 4,444 pixel-style NFTs, each bound to an independent on-chain account, and can hold tokenized stock assets including Tesla, Amazon, Palantir, AMD, and others. After users activate the NFT, they can receive stock token rewards converted from protocol trading fees. The StonkBrokers ecosystem includes products such as Anvil NFT AMM, Stonk Launcher, and the planned Stonk Exchange, with the token STONKBROKER usable for NFT trading, activation, and future ecosystem governance.Market Reminder: Meme coins and emerging ecosystem tokens are highly volatile, and rapid increases or corrections may occur in a short time. Please pay attention to liquidity and holding risks.

According to Jiemian News, the embodied base model company LatentVerse announced the completion of hundreds of millions in seed round financing. Investors include Hillhouse Venture Capital, Qingliu Capital, Inno Fund, Zhiyuan, and Star Motion Era.It is understood that LatentVerse was established in May 2026 by an embodied intelligence research team from the Institute for Interdisciplinary Information Sciences at Tsinghua University.

According to GMGN data, the market capitalization of Solana Meme Coin TOAD briefly surpassed $24.5 million, currently reported at approximately $22.16 million, with a daily increase of over 100%.Meme coin prices are highly volatile, and rapid increases or pullbacks may occur in a short period. Please pay attention to liquidity and holding risks.

Ansem posted on platform X stating that he will initiate a trading tracking around PUMP and plans to hold from the current cycle bottom all the way to the market top. Ansem mentioned that when he first invested in PUMP, the price was about $0.001675, and he will currently update trading progress around $0.002544, planning to continue tracking to historical highs or even higher positions. His investment logic mainly includes: Pump.fun is one of the top three platforms in the crypto industry by revenue, with about $2 billion in cash reserves; however, due to market bias against tokenization models, the current circulating market value is about $1 billion, corresponding to a price-to-earnings ratio (P/E) of less than 2.8 times.Ansem believes that as on-chain activity continues to grow, especially with the further popularization of mobile applications, Pump.fun will become a beneficiary. If more retail users participate in new coin issuance through platforms like Ansem's in the future, $PUMP may have greater growth potential. He predicts that PUMP is expected to enter the top ten of crypto asset market capitalization within less than two years.

Strategy founder Michael Saylor posted that Bitcoin's operation fully aligns with its design. BIP-110 can fork freely, and the Bitcoin network can also choose not to follow. As a result, about 99.85% of Bitcoin's hash power remains on the original network, while the BIP-110 branch has only mined 2 blocks and is currently over 80 blocks behind.He pointed out that BIP-110 has only gained about 0.15% of Bitcoin's hash power and needs to mine 2015 blocks before the first difficulty adjustment. Based on the current block generation speed, this process will take about 25 years.Saylor stated: "Anyone can fork Bitcoin, but if there is a lack of security, practicality, capital, and users, the fork is meaningless. Consensus needs to be earned, not declared."

Bloomberg data shows that Asian companies raised over $83 billion through IPOs, private placements, and block trades in July, setting a record for the highest monthly total. Among them, South Korean chip giant SK Hynix raised $26.5 billion through its U.S. listing, becoming the largest financing project.In August, Asian stock financing activities remained active, with the Indian government selling shares of state-owned insurance giant LIC, raising $3.3 billion. Cathy Zhang, head of Morgan Stanley's Asia-Pacific ECM, stated, "We remain optimistic about the capital market outlook for the second half of this year, especially in Hong Kong, mainland China, and Taiwan." She expects multiple transactions exceeding $1 billion to be initiated in the coming months, primarily focused on consumer internet, industrial technology, and AI-related fields.

Bitcoin Treasuries.NET posted on platform X that Alexandre Laizet of Capital B increased Europe's first Bitcoin reserve to 3,140 Bitcoins within a year.The video content covers topics such as the $3 trillion market corresponding to Bitcoin, Bitcoin reaching parity with gold, achieving zero fiat debt on the balance sheet, and Capital B increasing its Bitcoin holdings from 2,000 to 3,140 Bitcoins within a year.

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.

On August 7, Wang Xingxing, Chairman of Yushu Technology, stated during an online roadshow that entering the capital market is a new starting point for the company. In the future, it will continue to deepen the research and development of core technologies for general embodied intelligent robots and their industrial application, while actively exploring more product forms such as humanoid robots, quadruped robots, and mechas. He emphasized that the embodied intelligence industry is still in its early development stage, and the generalization capabilities of robots need to be improved collectively across the industry. The company will continue to tackle key hardware and software technologies such as large embodied models, scenario data collection, reinforcement learning, and self-research of core components.According to previous news, Yushu Technology's IPO issuance price is 150.80 yuan per share, with an issuance market value of approximately 60.9 billion yuan, planning to publicly issue 40.4464 million shares, accounting for 10% of the total share capital after issuance. In the strategic placement, DeepSeek was allocated 933,400 shares (subscription of 141 million yuan, lock-up period of 36 months), and Shanghai Qishan Investment, a subsidiary of Tencent, was allocated 903,300 shares. Online and offline subscriptions will begin on August 10. Wang Xingxing revealed that the company has achieved the world's number one shipment volume for humanoid robots by 2025, with net profit rapidly increasing after excluding non-recurring items.