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Economists surveyed by Reuters expect that the overall CPI year-on-year in the U.S. for July will drop from 3.5% in June to 3.4%; the core CPI year-on-year is expected to decrease from 2.6% last month to 2.5%. Economists at Citigroup believe that, as expected, if there is a second consecutive month of soft inflation readings, it would indicate that more than one month of data points to easing inflation pressures, which would essentially rule out the possibility of a rate hike in September. However, economists also expect that core service sector inflation will rise slightly in July, with prices increasing by 0.3% month-on-month.Previously, the data remained flat from May to June. Analysts at Bank of America stated that a rebound in core service sector indicators could keep the September rate hike on the table. Analyst Kate Duguid noted that if the latter view prevails and inflation data comes in below expectations, then the Federal Reserve's rate hike could be delayed until December or later.

White House cryptocurrency advisor Patrick Witt posted on the X platform that the U.S. Congress has been pushing for cryptocurrency market structure legislation for many years, and the Senate has been negotiating the CLARITY Act since last summer. However, in the past week, Chuck Schumer and so-called "pro-cryptocurrency Democrats" blocked the bill from undergoing procedural voting before the recess and requested further delays.Patrick Witt warned that if the bill does not make progress before September 15, the likelihood of it passing in the future will be significantly reduced.

FlashRescue co-founder @DarcyAri posted on the X platform that recently, during a joint investigation with partners on a case, Tether experienced a transfer of funds from one address during the execution of a proposal to freeze addresses, resulting in a decrease in the frozen amount. Further review by FlashRescue revealed that this is not an isolated incident. As of August 3, 2026, through an analysis of 2,955 Tether freeze events on the Ethereum and Tron networks, it was found that among addresses involved in risks such as entity sanctions, fraudulent activities, money laundering, FATF blacklist jurisdictions, and malicious attacks: 60 addresses cleared their assets and completed front-running transfers before the formal execution of the freeze, with a total net outflow of 20,429,847 USDT, starting transfers an average of 13 minutes and 59 seconds after the freeze proposal was submitted, and completing the main fund transfers within 15 minutes and 15 seconds; additionally, 113 addresses transferred some assets before the freeze was executed, involving approximately 35,524,300 USDT.The average time from the submission of the freeze proposal to the formal execution of the freeze by Tether is 2 hours, 16 minutes, and 15 seconds, indicating a long time window between the public announcement of the freeze proposal and its actual execution. On July 3, a cluster of addresses transferred funds continuously within minutes and then split the transfers to the same address. The above cases suggest that some high-risk addresses may be actively monitoring Tether freeze proposals and utilizing the time difference between the public announcement of the proposal and the actual effectiveness of the freeze to implement front-running transfers. This mechanism leads to the failure of freezing the involved funds and undermines the actual effectiveness of sanctions, anti-money laundering, and law enforcement cooperation measures.

Chainalysis posted on platform X that the Coldcard hack is particularly devastating for Canadian Bitcoin holders. Our analysis of the attackers and victims found that Canadian BTC holders accounted for 25% of the attributable losses.According to estimates compiled by Galaxy Research, the losses could be as high as $110 million, and we analyzed the geographical distribution of this ongoing hacking attack. Users in Australia, the United States, and Thailand also experienced significant losses.

According to Bloomberg, the current venture capital market is experiencing significant structural differentiation. As funds concentrate on top artificial intelligence startups, many small and medium-sized venture capital funds are facing severe challenges such as fundraising difficulties, declining performance, and narrowing exit channels.The report points out that the excessive hype around artificial intelligence has distorted the venture capital market. Data shows that just five companies—OpenAI, Anthropic, xAI, Waymo, and Nscale—accounted for 78% of all venture capital transaction volume in the first quarter of this year. A large amount of capital has flowed to a few top investors who made early bets on AI, such as Founders Fund and Andreessen Horowitz, while small emerging fund managers find it difficult to compete with these leading institutions.This differentiation is directly reflected in fundraising data. Last year, newly established management companies (managing three or fewer funds) raised only about $62 billion, a significant drop of about 60% compared to the pandemic peak of $163.4 billion in 2022. Even experienced management teams raised only $84 billion last year, which is just one-third of the amount in 2022. Many LPs are facing liquidity pressures and are more inclined to demand returns on existing investments rather than commit new funds.

According to the ranking data from RootData on stock derivatives exchanges, as of the time of writing, the Top 10 exchange BingX has the largest spread, reaching 0.398%; MEXC follows with a spread of 0.234%. In addition, XT.COM has a spread of 0.147% and Hyperliquid has a spread of 0.178%, both exceeding 0.1%.It is reported that this spread is weighted by the trading volume over 24 hours, and a higher value usually indicates higher trading costs.

According to Jinshi reports, Evercore ISI stated that the long-term use of the Federal Reserve's foreign and international monetary authorities repurchase tool may prompt the market to test the determination of the United States and Japan to maintain the yen exchange rate. This tool allows overseas institutions to obtain dollars using U.S. Treasury bonds they hold as collateral, with a daily limit of $60 billion for each counterparty.Evercore strategists pointed out that this limit is only slightly higher than the scale Japan used for currency market intervention last Thursday, emphasizing that the tool is designed for short-term liquidity support rather than a lasting source of financing.

According to Jinshi reports, former Iranian Foreign Minister Javad Zarif warned that if Iran fails to reach a final agreement with the United States within the proposed 60-day negotiation period, it may face further economic difficulties, domestic turmoil, or a new round of military strikes.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Canadian Open: Kovacevic vs. Borges," the "Kovacevic" option in the sub-market "Canadian Open: Kovacevic vs. Borges spread +/-1.5" experienced a dramatic fluctuation in winning probability, soaring from 4.5% an hour ago to the current 25% (a fluctuation of 20.5%). Please note the impact of related breaking news.

According to Gate market data, last Friday (July 31), in the Asian stock market, the Shanghai Composite Index closed up 27.57 points, an increase of 0.72%, at 3,832.26 points; the Shenzhen Component Index rose 293.13 points, an increase of 2.21%, at 13,578.93 points; the CSI 300 Index increased by 38.48 points, an increase of 0.85%, at 4,588.2 points; the ChiNext Index rose 99.35 points, an increase of 3.06%, at 3,343.96 points; the STAR 50 Index increased by 47.55 points, an increase of 2.99%, at 1,635.96 points; the Hong Kong Hang Seng Index rose 25.55 points, an increase of 0.1%, at 25,884.43 points; the Hang Seng Tech Index increased by 25.45 points, an increase of 0.53%, at 4,829.22 points.In the European stock market, the German DAX30 Index rose 68.42 points, an increase of 0.27%, at 25,642.92 points; the UK FTSE 100 Index fell 21.08 points, a decrease of 0.19%, at 10,876.19 points; the French CAC40 Index rose 24 points, an increase of 0.28%, at 8,509.64 points; the Euro Stoxx 50 Index increased by 14.95 points, an increase of 0.24%, at 6,359.35 points; the Spanish IBEX35 Index rose 15.58 points, an increase of 0.08%, at 19,773.28 points; the Italian FTSE MIB Index increased by 52.62 points, an increase of 0.1%, at 52,157 points.In the US stock market, the Dow Jones Index rose 277.45 points, an increase of 0.53%, at 52,485.51 points; the S&P 500 Index rose 52.13 points, an increase of 0.7%, at 7,489.76 points; the Nasdaq Composite Index rose 251.68 points, an increase of 1%, at 25,373.85 points.

According to CNBC, the combined market value change of 6 U.S. tech giants that have released earnings reports this week is close to $2 trillion, as investors are selecting winners based on cloud business growth and AI capital expenditure returns.The combined market value of Alphabet, Amazon, and Microsoft increased by nearly $1.5 trillion, with Microsoft increasing by over $600 billion, and both Amazon and Alphabet increasing by over $400 billion.Meanwhile, Apple's market value evaporated by over $350 billion, Meta decreased by about $85 billion, and Tesla decreased by about $7 billion. Although Apple exceeded expectations in revenue, profit, and iPhone sales, it expects revenue growth of 9% to 11% this quarter, below analysts' expectations of 12%, and stated that shortages of memory chips and competition for wafer production capacity will continue to limit supply, causing its stock price to drop by over 7% on Friday.Amazon's AWS revenue in the second quarter grew by 37% year-on-year, marking the fastest growth rate since 2021, which drove its stock price up by over 15% on Friday. The company also raised its capital expenditure forecast for 2026 from $200 billion to $220 billion. Microsoft rose 15% on Thursday, while Meta fell 8%, indicating a clear divergence in the market's judgment on the AI investment returns of the two companies.Jefferies stated that the AI spending of tech giants is approaching $800 billion over the next 12 months. The current market debate is no longer whether there is real demand for AI, but whether long-term profits can support such large-scale investments.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Valorant: BBL Esports vs. Gentle Mates - VCT EMEA Alpha Group," the sub-market "Map 3 Spread: BBL Esports (-2.5) vs. Gentle Mates (+2.5)" saw the win probability for the "BBL Esports" option fluctuate dramatically, rising from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of relevant breaking news.

According to Jinshi reports, White House National Economic Council Director Hassett stated that based on current data, it is difficult to push for an interest rate hike.

Tencent's official X account stated that its research agent Hyra collaborated with the Hy3 model to explicitly prove an issue that has troubled the mathematical community for over 50 years: the optimal growth rate exponent of the size of the sum set |A+A| and the size of the difference set |A-A| for a finite integer set A is exactly 2. The theorem from 1969 provided an upper bound of 2, but for the following 50 years, the best constructed exponent was only slightly above 1.1.This achievement demonstrates the potential of AI agents in the field of pure mathematical reasoning. Tencent stated that Hyra is an AI research agent developed in-house, specifically designed to assist in the exploration of complex mathematical and scientific problems. This conclusion still requires confirmation through peer review by the mathematical community.

According to The New York Times, the world's largest cryptocurrency exchange Binance quietly adjusted its law enforcement cooperation policy last April, requiring law enforcement agencies in various countries to forward relevant requests to foreign government agencies for processing, which must go through international treaty procedures, significantly extending the response time.Police representatives from five European countries reported at a law enforcement meeting in the Netherlands that, except for urgent cases involving child sexual abuse, terrorism, or threats to life, the vast majority of requests were forwarded to the UAE government, where Binance is registered, severely hindering investigations.Meanwhile, several senior employees from Binance's compliance team have left one after another, further intensifying external concerns. Binance denied slowing down cooperation, stating that this move aims to ensure compliance with data privacy regulations.

The founder of the Liebit Mining Pool (B.TOP), Jiang Zhuoer, stated in a post that after this round of market trends, he will no longer short ETH and will instead short BTC. He will use WBETH as margin to short an equivalent amount of BTC spot.The reason is: MSTR can foresee that it will not increase its BTC holdings for a long time in the future; BitMine is still buying ETH; combined with the development of RWA and other factors, this bear market may repeat the last one, with BTC and ETH reaching their lowest points at different times. The last round's lowest point for ETH was on June 18, 2022, when ETH was $881.56 and BTC was $17,622, with an exchange rate of 0.05. The last round's lowest point for BTC was on November 21, 2022, when ETH was $1,079.76 and BTC was $15,476, with an exchange rate of 0.0698. In this round, there is a possibility that ETH will reach a low of $1,505.68 on June 6, 2026, so he has decided to short BTC. BTC has already fallen below the rising channel, while ETH is still at the lower edge of the rising channel.

According to Gate market data, Tesla's stock price fell by 5% in after-hours trading. Musk stated that expanding the production capacity of the Optimus robot will face difficulties.