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According to the token unlocking data from the crypto asset data platform RootData, Rain (RAIN) will unlock approximately 50,631,770 tokens at 11:00 AM Beijing time on August 12, worth about 630 million USD.

According to token unlocking data from the crypto asset data platform RootData, Aptos (APT) will unlock approximately 10.94 million tokens at 8:00 AM Beijing time on August 12, worth about 6.36 million USD.

According to on-chain analyst Ai Yi's monitoring, a certain address has shorted ETH a total of 20 times since July 27, with a leverage ratio of 10 times and a win rate of 80%, earning $600,000 in 10 days. Half of the trades had a holding time of about 1 hour.The address opened a short position of 14,519.62 ETH again 10 minutes ago, worth $27,210,000, with an opening price of $1,874.2. Each holding size was over $3,000,000, reaching a maximum of $70,130,000.

According to monitoring by Lookonchain, the Bitcoin mining company MARA, which holds 36,303 BTC (worth $2.34 billion), transferred 6,000 BTC (worth $384.6 million) to TwoPrime in the past 5 hours.This transfer is not necessarily a sale and may be for asset management purposes.

According to an analysis by Reuters of LSEG data and company filings, Microsoft, Meta, Oracle, Amazon, and Alphabet have committed to future payments of approximately $1.09 trillion in uncommenced lease obligations, primarily for AI data centers, which is about four times their confirmed lease liabilities (approximately $285 billion). These commitments have not yet been included on the balance sheet but have been disclosed in the notes to the financial statements. Among them, Microsoft disclosed the largest amount, reaching $329.1 billion; Meta disclosed $278.99 billion and signed an additional $68 billion in new leases in July; Oracle disclosed $260 billion, nearly seven times its confirmed liabilities, with lease terms generally ranging from 15 to 19 years, and the company has warned that it may face risks if customers do not renew or are unable to fulfill their obligations; Alphabet and Amazon disclosed $85.2 billion and $137.21 billion, respectively.The analysis points out that if the demand for AI computing power continues to grow, these facilities will support the next phase of cloud business expansion; if demand falls short of expectations, companies may be forced to pay high costs for large amounts of long-term idle capacity. S&P Global Ratings has included the uncommenced leases of companies like Oracle in its adjusted debt forecasts. This data highlights the potential long-term financial pressure that the expansion of AI infrastructure brings to tech giants.

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

According to on-chain detective Specter, a documentary claims that a woman has stated she can no longer access 20,000 BTC, which is worth approximately $1.2 billion at current prices. If this claim is accurate, the scale of assets she still controls would drop to over $600 million.Several weeks ago, approximately $60 million in assets were transferred and distributed to multiple wallets, indicating that there are still individuals who can access at least some of the related wallets.

According to SoSoValue data, yesterday (Eastern Time August 4), the total net inflow of the SOL spot ETF was $1,004,400. Yesterday, only the Morgan Stanley Solana Trust (MSOL) had a net inflow, with a daily net inflow of $1,004,400, bringing the historical total net inflow to $20,861,800.As of the time of publication, the total net asset value of the SOL spot ETF is $875 million, with a SOL net asset ratio of 2.03%, and the historical cumulative net inflow has reached $1.148 billion.

According to GMGN data, the market capitalization of Robinhood Meme coin CASHCAT briefly rebounded above 90 million USD, currently reported at approximately 87.89 million USD, with an intraday increase of over 36%.Market reminder: The prices of Meme coins are highly volatile, and there may be rapid increases or corrections in a short period. Please pay attention to liquidity and position risks.

According to monitoring by Onchain Lens, the two wallets of Hyperion have collectively unstaked 519,480 HYPE, approximately 28.56 million USD.Among them, one wallet unstaked 412,960 HYPE, approximately 22.70 million USD; the other wallet unstaked 106,520 HYPE, approximately 5.86 million USD.

According to Onchain Lens monitoring, AMD has dropped 10.17% in the past 24 hours, triggering approximately $2.06 million in liquidations on Hyperliquid, with long positions liquidating about $1.96 million and short positions liquidating about $101,000, affecting 238 positions. Long positions account for 95% of the total liquidation value.AMD previously announced second-quarter revenue of $11.54 billion, a record high, and released third-quarter guidance that exceeded expectations.

According to AMBCrypto, the total amount of Ethereum staked has risen to a historical high of 41.4 million ETH, accounting for 34% of the total supply, with over 1.4 million ETH staked in just the past week.BitMine, owned by Tom Lee, has staked another 150,100 ETH (approximately $278 million), bringing its total staked amount to 5.07 million ETH (approximately $9.38 billion), which accounts for 87.4% of its ETH holdings; additionally, a whale address has cumulatively withdrawn and staked 112,000 ETH (over $208 million) in the past three weeks.Meanwhile, the market capitalization of stablecoins has declined by 1.6% this quarter, marking the worst quarterly performance in history, with over $6 billion in liquidity flowing out of the crypto market. The average daily spot trading volume across the market has dropped nearly 70% from the January peak to about $15 billion.

According to on-chain analyst Yu Jin's monitoring, in the past half hour, a certain address withdrew 2,440,000 U from OKX and transferred it to Hyperliquid, then opened a short position worth 102 million dollars in Bitcoin:native with 40x leverage, with a short price of 64,202 dollars and a liquidation price of 64,889 dollars, which is about 900 dollars away from the current price.

According to Coinglass data, Binance had a net inflow of 229 million USDT in the past 24 hours.

According to Jinshi reports, the CEO of AMD stated that the revenue of the data center division is now expected to more than double year-on-year by 2027.

According to Jinshi reports, Musk stated that GROK 5 will be trained based on SpaceX data.

According to Binance spot data, the market has experienced significant fluctuations. PUMP has risen by 25.96% in the last 24 hours, reaching a new high for the week.At the same time, both LAZIO and HOME have shown a "high and then low" state, with declines of 9.45% and 18.72% in the last 24 hours, respectively. TST and WAXP have hit new lows for today, with declines of 10.31% and 8.88%.In addition, SPCXB has reached the highest price of the day, with an increase of 9.79%. INTCB, QCOMB, and INTWB have also reached the highest price of the day, with increases of 11.5%, 7.77%, and 23.31%, respectively.

According to Coinglass data, Binance had a net inflow of 47,948,800 USDT in the past hour.

According to Coinglass data, if ETH falls below $1,787, the cumulative long liquidation intensity on mainstream CEX will reach $778 million. Conversely, if ETH breaks above $1,957, the cumulative short liquidation intensity on mainstream CEX will reach $682 million.