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According to the Korea Economic Daily, SK Hynix is preparing a shareholder return plan that includes stock buybacks and cash dividends, with a total scale expected to be about 100 trillion won (approximately 71 billion USD).Among them, the stock buyback scale is expected to reach 40 trillion won (approximately 28.4 billion USD), accounting for more than 2% of the company's total issued shares. This scale is close to the proportion of new shares issued for the American Depositary Receipts (ADR) listing previously by SK Hynix.Compared to last year's shareholder return scale of about 14.3 trillion won (including about 2.1 trillion won in cash dividends and about 12.2 trillion won in stock cancellations), this plan's scale has increased by about 7 times.Behind SK Hynix's large-scale return plan is its leading position in the AI infrastructure core storage HBM (High Bandwidth Memory) market. The company expects revenue of about 345.6 trillion won this year, with operating profit of about 266.4 trillion won, representing year-on-year growth of approximately 256% and 464%, respectively.Previously, SK Hynix stated in its earnings call that HBM4 shipments will officially ramp up in the second half of the year, while advanced process DRAM shipments will also increase, with overall shipments expected to be higher than in the first half.Market institutions believe that as the demand for AI computing power continues to grow, SK Hynix's improved profitability may drive a recovery in the company's valuation. HSBC previously pointed out that the market's pricing of SK Hynix's profit cycle has been relatively pessimistic, and this shareholder return plan may become one of the important factors for valuation improvement.

CryptoQuant analyst Axel Adler Jr. posted on the X platform that Bitcoin's current trading price is below the cost basis of short-term holders (STH), which is the average purchase price of Bitcoin held for less than 155 days. As of August 8, 2026, the trading price of Bitcoin is $64,952, while the realized price for short-term holders is $67,523.The spot price is 3.8% lower than this level, with a gap of $2,571, the narrowest since July 21. Over the past 284 days, Bitcoin has closed below the STH realized price for 279 days. This time may not be an exception, as short-term holders will begin to sell to close positions at breakeven.

SK Hynix announced a dividend of 375 Korean won per share and will announce the shareholder return policy plan in the third quarter, considering additional shareholder return measures.

According to Cointelegraph, Tether added 14 tons of gold in Q2 2026, bringing its total holdings to a record 146 tons, valued at approximately $18.8 billion, making it the largest known private holder of gold outside of central banks and governments.

Financial technology company Broadridge has partnered with Kraken's B2B infrastructure platform Payward Services to integrate its unified governance platform with the tokenized stock framework xStocks developed by the latter. This collaboration provides qualified holders of xStocks with shareholder communication and proxy voting support, allowing token holders to participate in corporate governance voting for the companies they invest in for the first time.According to the announcement, the main features include qualified holders logging into ProxyVote.com via Web3 identity verification, receiving proxy materials and shareholder communication information in a digital format, submitting proxy voting intentions for tokenized securities supported by xStocks, and obtaining a consistent governance experience between traditional securities and mainstream tokenized models. Additionally, this service is based on Broadridge's proxy voting infrastructure, offering institutional-level governance, reporting, and audit capabilities.

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.

Glassnode released the report "BTC Market Pulse: Week 32," stating that Bitcoin has recently fallen to around $62,600, with weak spot demand and rising defensive sentiment in the derivatives market. However, increased on-chain activity, confidence among long-term holders, and ETF capital inflows continue to support the market.The report pointed out that Bitcoin previously failed to maintain the rebound after breaking through $66,000 and has now retreated from the $65,000 range. The current price trend reflects a weakening of spot momentum, with sustained net selling pressure and low trading activity keeping the market in a consolidation phase lacking clear breakthrough momentum.In the derivatives market, the overall open interest has decreased, but the funding rate for perpetual contracts has rebounded, and active selling volume has eased. The options market remains defensive, with the 25 Delta skew widening, indicating increased demand for downside protection among investors, while speculative open interest continues to decline. The ETF market has shown improvement, with net inflows and trading volume both rebounding in the past week, indicating that institutional investors are reallocating funds through regulated channels.Regarding on-chain data, Glassnode noted that Bitcoin network activity has significantly increased, with the number of daily active addresses and adjusted transfer volume both breaking through the upper limit of the statistical range, indicating an increase in network usage and economic activity. At the same time, new capital inflows have slightly increased, and capital outflow pressure has eased. In terms of holding structure, the supply ratio of short-term holders to long-term holders remains close to historical lows, showing that long-term investors still maintain strong confidence.However, the overall profitability of the market continues to decline, with the proportion of profitable supply nearing a cyclical low, and investor spending behavior is more defensive, reflecting stop-loss strategies. Glassnode concluded that the current Bitcoin market is in a transitional phase, with stability among long-term holders, increased on-chain activity, and a rebound in ETF demand providing structural support. However, valuation pressure, insufficient spot momentum, and defensive positions in derivatives still limit market risk appetite.

According to the Daily Mail, the Inner London Crown Court recently ruled on a kidnapping and extortion case involving cryptocurrency tycoons. Two wealthy cryptocurrency tycoons from France (both in their 20s) were ambushed by a gang during their visit to London, held for over 52 hours, and subjected to torture including scalding water, cigarette burns, and being bound and beaten, while being forced to transfer $30,000 in cryptocurrency.The prosecution pointed out that the victims flaunted their wealth on social media, which may have attracted the attention of criminals. Ultimately, Gerson Borges and Mohamed Osman were found guilty of conspiracy to commit extortion and unlawful imprisonment, while Julius George, Isaac Bakoya, and William Adebisi were found guilty of unlawful imprisonment. The Flying Squad of the Metropolitan Police successfully rescued the hostages through mobile phone tracking and CCTV, and arrested some of the suspects after a high-speed chase. The mastermind "Nino" (Ibrahim Mohamed) is still at large.

Analyst Murphy stated that there have been consecutive transfers of over 65,000 BTC in a single day in the past two days (excluding internal transfers within the same entity), leading to a significant decrease in the net holdings of long-term holders (LTH). He pointed out that LTH net holdings have changed the previously continuous upward trend since May, remaining stagnant until July, which is a rare phenomenon in the past year.Murphy mentioned that nearly 14,000 BTC were transferred to exchanges, for example, a publicly listed company under Trump transferred 2,628 BTC to the Crypto.com exchange, which is part of this. The remaining destinations and purposes of the LTH net reduction are still unknown.He also listed current macro-level risk points that may impact BTC, including the Federal Reserve's recent interest rate cut with a 9 to 3 split vote, conflicts in the Middle East and oil prices, the highly concentrated valuation of the AI sector in the US stock market relying on debt and private credit financing, and the yen carry trade positions accumulating again to a nearly historically extreme net short state, while also noting that the sensitivity of the current BTC chip structure may amplify the above risks.

CryptoQuant analyst Darkfost posted on the X platform, stating that short-term holders (STH) transferred over 32,000 BTC to exchanges, and all these bitcoins were sold at a loss.This event has become one of the largest short-term holder loss sell-off events in the past 30 days. It indicates that market chips are shifting from more confident long-term holders to short-term holders.

CryptoQuant analyst Darkfost stated that since December of last year, the supply of Bitcoin held for over one year has continued to increase, with the recent monthly average reaching +217,000 coins, indicating that many holders who bought at higher prices are still holding on.However, he pointed out that while this builds a solid foundation for the market, it also reflects the current weak demand—during the strong bullish rebound, the supply held for over one year has consistently been negative, as short-term holders rushed in during the bull market while long-term holders took profits. The analyst believes that Bitcoin is building the necessary foundation for a healthy bullish recovery, but this will take time, and rebuilding real demand is a long-term process. Patience is needed at present, but the overall trend is positive.

According to Bloomberg, the Internal Revenue Service (IRS) has warned cryptocurrency holders that scammers are contacting some taxpayers by mailing fake letters in an attempt to steal their digital assets or personal data. The IRS stated that these letters may ask taxpayers to register for a so-called "Digital Asset Compliance Portal," which does not exist. The IRS also reminds users not to scan suspicious QR codes and not to answer or cooperate with calls requesting payment.While phishing and digital scams are not new in the cryptocurrency industry, sending fake IRS notices through physical mail seems to be a new scam tactic. Since the IRS has indeed sent letters related to digital assets to taxpayers in the past, and last year saw a surge in cryptocurrency tax filing notifications, many taxpayers are confused, which may lead scammers to exploit this familiarity for disguise. As the U.S. tax system requires taxpayers to disclose cryptocurrency activities on their tax returns, communication between the IRS and cryptocurrency holders has become more common. This also makes counterfeit tax notices more misleading. For cryptocurrency users, encountering "IRS letters" involving portal registration, QR code scanning, wallet connections, or payment requests should be treated with caution, and verification should be done through official channels.

Castle Labs released a report stating that since the beginning of the year, crypto protocols have generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the fundamentals of the protocols. The report analyzes six protocols, including Aave, Hyperliquid, PumpFun, and Uniswap, finding that they collectively generated about $726 million in revenue in the first half of 2026. However, after accounting for token issuance, unlocks, and incentives, the net value inflow for token holders turned negative for some projects.The report points out that Hyperliquid has burned over 47 million HYPE tokens, and PUMP has completed over $315 million in buybacks, yet the token is still down about 60% from its issuance price. Protocol revenue does not necessarily translate into token value, and investors should also pay attention to factors such as value return mechanisms, token unlock pressure, and equity structure.

CryptoQuant analyst Darkfost stated that the scale of BTC long-term holders transferring their holdings to trading platforms has recently risen to a high level. Currently, long-term holders contribute 5.1% of the total Bitcoin inflow to trading platforms. This ratio is close to the historical record, only having been higher than the current level in 2020, approaching 5.5%. This change occurred after a significant drop in Bitcoin prices.Since a 90-day moving average is used, this indicator has a certain lag, and changes will not immediately reflect the latest market dynamics. In the future, this trend is likely to gradually stabilize, but based on current data, the trading activity of long-term holders has clearly become more active recently.

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.

Renowned trader Killa stated that during the last Bitcoin bull market, about 80% of the cycle top indicators were never triggered, and similar situations may occur with future bottom indicators, so one should not mechanically rely on historical signals to determine market bottoms. He pointed out that the supply of long-term holders currently in a loss state has exceeded the levels during the FTX collapse and is approaching the levels seen during the 2018 bear market.Bitcoin's realized price is currently around $50,000, and in past cycles, the price has tested the realized price of long-term holders, so there is still a possibility of returning to that area. However, Killa indicated that it should not be assumed that Bitcoin will necessarily fall back to this level. Many top indicators in the last cycle failed to trigger, and some bottom indicators may also fail in the future. In any case, the current level of market losses is similar to that during the FTX incident and the 2018 bear market.

CryptoQuant analyst Darkfost stated that there has been a noticeable increase in on-chain activity from the oldest group of Bitcoin holders recently. Data shows that the daily UTXO (Unspent Transaction Output) movement for BTC holders with holding periods of 5 to 7 years and 7 to 10 years has exceeded 5000 BTC multiple times.Darkfost pointed out that the spending of UTXOs does not necessarily mean selling. Long-term holders typically move Bitcoin for two main reasons: one is for security considerations, such as changing wallet addresses which leads to the transfer of UTXOs from the original address; the other is to sell assets. However, current on-chain data does not show a significant flow of funds to exchanges, indicating that these long-term holders are not currently engaging in large-scale selling of BTC. It is noteworthy that this behavior occurs as Bitcoin tests the $60,000 mark again, similar to market trends observed from February to March this year. The market will continue to monitor whether the activities of long-term holders will further impact the supply and demand dynamics of BTC.

According to the analysis by the crypto venture capital firm 1kx (@1kxnetwork), on-chain fees in the second quarter of this year decreased by 33% year-on-year, with DEX fees dropping by $625 million (-57%), mainly dragged down by Meteora, Raydium, and PancakeSwap, which together generated $1.5 billion in fees in the first half of last year; blockchain and MEV fees decreased by $362 million (-40%); launch platform fees fell by 57%, with Pump.fun contributing nearly half of the decline.Some sectors achieved counter-cyclical growth: perpetual contract and prediction market fees increased by 22% year-on-year, led by edgeX and Hyperliquid, with Polymarket contributing nearly $100 million in a single quarter; the lending and asset management sectors continued to grow, with Morpho, USDai, and Maple Finance each increasing by $9 million to $19 million; Canton Network added $179 million in L1 fees, but most of this was driven by incentives. Despite the overall decline in industry fees, token holder distribution returns remained stable, with Binance burn still accounting for a significant share, and protocols like Hyperliquid have incorporated buybacks and burns into their regular policies.

Cryptocurrency payment infrastructure company Moonpay has supported payments from the U.S. card network Discover, allowing Discover Network cardholders to buy and sell cryptocurrencies through the Moonpay platform. Discover Network becomes the third major card brand supported by Moonpay in the U.S., alongside Visa and Mastercard. Moonpay stated that this support covers over 500 of its business partners, including wallets, exchanges, and applications. Moonpay also supports Apple Pay, Google Pay, PayPal, Venmo, bank transfers, and regional payment channels. Founded in 2019, Moonpay serves over 30 million customers across 180 countries and holds a BitLicense from New York, a limited purpose trust license from New York, multi-state money transmission licenses in the U.S., and MiCA authorization in the European Union.

The on-chain data analysis platform Bubblemaps posted on platform X, stating that investors who participated in the MEGA token presale and chose to lock their tokens for additional rewards are currently facing a paper loss of about 50%.Data shows that this group of investors has invested a total of 28.3 million dollars, and the current value of their holdings has dropped to 13.6 million dollars. The related tokens will not be unlocked until April 2027.