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Amazon has completed its follow-up investment of $35 billion in OpenAI ahead of schedule, bringing the total investment to $50 billion (approximately 338.245 billion yuan), with a current stake of about 5%.Although OpenAI has not met the two conditions of going public and achieving a technological breakthrough, Amazon still chose to fulfill its commitment early and made the final payment this week.OpenAI renegotiated its contract with Microsoft in April, which was a key prerequisite for Amazon to agree to invest the full amount.

According to Jinshi reports, gold prices fell on Friday, but as investors closely monitor the developments in the Middle East, gold prices are heading towards their first monthly increase in five months.Sukdun financial analysts stated that due to the weakening of the dollar following the release of weak GDP data, precious metal prices rebounded, but given the lack of a significant decline in U.S. Treasury yields, this trend is not entirely convincing.At the same time, the Federal Reserve kept interest rates unchanged at the July meeting, and Chairman Waller provided little clear guidance on the bank's next policy moves.

Chief Economist of Bitfire Group, Fu Peng, stated that the AI industry is currently in a transitional period from the midstream to the downstream. The infrastructure layer, represented by Nvidia, has entered a mature stage, displaying characteristics of established stocks. However, the downstream application layer has yet to see a milestone breakthrough similar to ChatGPT. The next 10 to 18 months will be a transitional period for the industry cycle. He indicated that the competition in the second half of AI will no longer be about the story of repeatedly burning money to build infrastructure, but rather whether AI, as an efficiency tool, can generate stable payments, profits, and diffusion after entering real industries.He also mentioned that current market funds are following a logic of narrowing focus, prioritizing the elimination of speculative assets that are peripheral, highly elastic, and lack cash flow support, while continuously concentrating on the most core and highest certainty targets. Pure liquidity assets at the denominator end, such as Bitcoin, often digest valuation pressure before traditional stock markets.He further noted that DRAM and HBM storage are ultimately commodities, subject to the laws of commodity cycles. When the industry fundamentals are extremely certain and volatility drops to very low levels, the excessive accumulation of off-market financial leverage often becomes an invisible killer that triggers a sharp decline. Even when a company's fundamentals are sound, prices can fluctuate dramatically during deleveraging.

According to Jinshi reports, Apple CEO Tim Cook stated that despite facing supply constraints and foreign exchange headwinds, Apple still achieved record sales in the third quarter.

According to Jinshi reports, the headquarters of the Iranian intelligence department in Ahvaz was bombed.

According to Business Insider, Alexandr Wang, founder of Scale AI and current head of Meta's Superintelligence Lab, stated at a Y Combinator event that AI has significantly narrowed the power gap between startups and giants. He recalled that when he founded Scale AI in 2016, "startups faced giants like David against Goliath, needing to find market entry points more intelligently"; however, with the development of AI agent technology, "it now feels more like Goliath against Goliath," and as long as startups apply AI agents in "the most ambitious way," it is not difficult to defeat large companies that already have an advantage.Scale AI, founded by Wang, is one of the earliest data annotation companies, employing thousands of contractors worldwide to train models for large AI labs. Last June, Meta reached a $14.3 billion deal with Scale AI, and Wang subsequently joined Meta. OpenAI CEO Sam Altman also stated at the same event that "there has never been a better time to start a business."

According to Jinshi reports, institutions are conducting a forward-looking analysis of the voting situation at the Federal Reserve meeting. TD Securities and JPMorgan expect two hawkish dissenting votes, mainly from Harker and Logan. Commonwealth Bank of Australia and Citibank believe that one or two officials may dissent in support of a rate hike.UBS predicts that if the interest rate remains unchanged, there will likely be 8 to 10 votes in favor. Prediction markets indicate that the probability of Harker and Logan casting dissenting votes is both 58%.

Rachel Busch has joined the stablecoin payment blockchain Tempo to lead communications. Previously, she served as Senior Manager of Corporate Communications at Circle, where she participated in telling the story of USDC and the internet financial system, and will continue to engage in the global stablecoin narrative.According to information from RootData, Tempo is a high-performance Layer 1 blockchain developed in collaboration between Stripe and Paradigm, aimed at payment scenarios, supporting mainstream stablecoins. It launched its mainnet in March 2026, having completed a $500 million Series A funding round in October 2025, with a valuation of $5 billion.

According to Jinshi reports, the euro against the dollar fell to a monthly low of about 1.1362 during the early European session on July 28. This major currency pair weakened as the market remained cautious ahead of the Federal Reserve's monetary policy announcement, with the dollar continuing its upward trend. The market generally expects the Federal Reserve to keep interest rates unchanged in the range of 3.5% - 3.75%, and investors will focus on the Federal Reserve's statement and Chairman Waller's press conference.Data from the Chicago Mercantile Exchange shows that the probability of a rate hike by the Federal Reserve in September is 80.8%. At the same time, investors are awaiting the release of the preliminary consumer price index data for Germany and the Eurozone for July.

According to DWF Labs, the number of tokenized stock holders has increased by 92% to 752,000 within 30 days. Among them, Robinhood has accumulated 328,000 holders since its launch on July 1, accounting for 44% market share, but its total value of tokenized stocks is only $44 million, significantly lagging behind xStocks' $487 million and Ondo's $857 million.According to data from rwa.xyz, the average holdings per person across five platforms show extreme polarization. Securitize and Figure are biased towards institutional investors, with average holdings of $4.9 million and $1.03 million, respectively, with only 50 and 186 holders; Robinhood is biased towards retail, with an average of only $134; xStocks and Ondo combine both types of users through strategic integration and cooperation, with average holdings of $1,900 and $5,900, respectively.

Connor Fitzgerald, the head of partnerships at payment company Stripe, tweeted that he has stepped down this week.During his tenure, Connor Fitzgerald facilitated partnerships between Stripe and companies like Visa, supporting wallet/fintech companies in issuing Visa cards backed by stablecoins.

Gate today announced that Lucas Sum has officially joined Gate as Head of Market Development, Equities. In this key position, Lucas will be responsible for driving Gate's global equity business market development strategy, coordinating business growth, ecosystem collaboration, market expansion, and user growth, strengthening Gate's business layout between traditional finance, digital assets, and the global capital markets, and promoting the sustainable development of a multi-asset investment ecosystem.Lucas has nearly ten years of industry experience, with a career spanning multi-asset brokerage, wealth management, payment fintech, and financial services. Before joining Gate, he was deeply involved in the market construction and business scaling development of Longbridge Securities and Moomoo Singapore (Futu Holdings) from 0 to 1, accumulating rich business development and collaboration experience in areas such as ecosystem collaboration, business model building, market strategy formulation, and user growth.Lucas stated, "I am very pleased to join Gate. Against the backdrop of the increasing integration of traditional finance and digital assets, the global investment market is ushering in new development opportunities. As global investors' demand for stock investment and diversified asset allocation continues to rise, I believe Gate will continue to improve its global equity business layout, creating a more open and convenient one-stop global investment experience. I look forward to working with partners and various parties in the financial ecosystem to further expand investment opportunities in the global capital market, continuously promote the development of Gate's equity business, and create long-term value for global investors."Lucas's addition will further enhance Gate's global equity business development strategy, strengthen the partner ecosystem, accelerate market expansion processes, and assist the platform in building a one-stop multi-asset investment platform for global investors, providing richer and more diverse asset allocation options.

According to official news, Grayscale announced the appointment of Sebastian Pulido as the head of on-chain asset management, responsible for leading the company's on-chain product strategy.Sebastian has worked at Aave Labs, Goldman Sachs, and the Kinexys team at JPMorgan, possessing extensive experience in institutional finance and the digital asset sector.

According to Jinshi reports, explosions were heard from the headquarters of the U.S. Fifth Fleet in Bahrain, and alarms have sounded in the capital city of Manama, with residents being asked to stay in shelters.

According to official social media news, Andy Liu, head and chief analyst of HTX Research, will be a guest at the fifth session of the Huobi Celebrity Lecture today at 19:00 (UTC+8). This session is themed "Q3 2026 Outlook: Liquidity Defines the Crypto Market." Andy will delve into "The New Order of the Crypto Market Under Global Liquidity Repricing," analyzing changes in global macro liquidity, core trading logic in the Q3 crypto market, institutional capital allocation directions, and key track opportunities, helping investors grasp the key variables in the new market cycle.

According to The Block, Bank of America has appointed Sonali Theisen as the head of its global digital asset platform and Kevin Milsom as the head of AI transformation to drive the development of digital asset and artificial intelligence strategies.Sonali Theisen will be responsible for the design, development, expansion, and governance of the bank's digital asset platform, while continuing to serve as the head of electronic trading and strategic investments for fixed income, foreign exchange, and commodities (FICC) business. Her focus will include promoting the integration of blockchain products into Bank of America's existing financial market infrastructure and collaborating with the digital asset transformation head Adam Dixon to advance tokenized deposits, stablecoins, digital collateral circulation, cryptocurrency trading settlement, and custody services.Kevin Milsom will be responsible for promoting the application of AI in Bank of America's global markets platform. Reports indicate that this move continues the trend of Wall Street financial institutions accelerating their layout in digital assets and AI. Previously, Vanguard had initiated the recruitment of its first head of digital assets, and Morgan Stanley appointed Amy Oldenburg earlier this year to lead digital asset strategy to promote the integration of crypto assets and asset tokenization with traditional financial infrastructure.