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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 Bloomberg, Italian app developer Bending Spoons SpA has agreed to acquire American software company Airtable for a total equity value of $2.25 billion, which will be completed as an all-cash transaction. After deducting Airtable's net cash of approximately $965 million, the enterprise value is about $1.29 billion. This price represents a significant reduction of about 80% from Airtable's valuation of $11.7 billion in 2021, serving as another example of the valuation correction in the software industry.Airtable was founded in 2013 and provides tools that allow non-technical employees to build customized applications. At the end of 2021, it raised $735 million at a valuation of $11.7 billion but failed to go public as planned "within a few years." Like many software companies, it has struggled to maintain stable growth amid the impact of generative AI tools such as ChatGPT and Claude Code. As of June 2026, Airtable's annual recurring revenue is approximately $480 million. This is Bending Spoons' first acquisition since its Nasdaq listing on July 1, and after the transaction is completed, Airtable will gain resources to advance the construction of its AI-native platform, but its operational model is similar to private equity, which typically involves layoffs and restructuring of acquired companies.

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 monitoring by Catcher Predict, in the Polymarket prediction market event "Detroit Tigers vs. Seattle Mariners," the option "Seattle Mariners" in the sub-market "First 5 Innings Spread -1.5" has experienced significant fluctuations in winning probability, soaring from 29.5% an hour ago to the current 50% (a fluctuation of 20.5%). Please note the impact of related breaking news.

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.

Analysts say that Samsung is accelerating its layout of digital asset infrastructure, planning to provide native stablecoin functionality to approximately 800 million Galaxy smartphones through Samsung Wallet, which is expected to become an important distribution channel for stablecoins like USDC. It is reported that Samsung announced at the Galaxy Unpacked 2026 event that it will integrate stablecoin-related features into future devices, including savings and payment accounts linked to fiat currencies. Currently, Samsung Wallet covers 61 countries, with nearly 19 million users in South Korea.Joseph Goh, head of the Asia-Pacific region for crypto investment bank Areta, stated that the core bottleneck for the widespread adoption of stablecoins is not liquidity, but user accessibility. "Distribution channels are the scarce asset, and Samsung has a large number of user entry points." He believes this move could propel Samsung to become a major distributor of stablecoins like USDC. This is not Samsung's first foray into the crypto space. The company launched a digital asset wallet through the Knox security module back in 2019, supporting users in storing assets like Bitcoin and Ethereum, and connecting to Ledger hardware wallets. Additionally, Samsung is strengthening its digital asset infrastructure layout. Samsung SDS CEO Lee Joon-hee previously stated that the company’s investment in Dunamu, the operator of South Korea's largest crypto exchange Upbit, is an important strategic layout for entering the digital asset infrastructure field, including stablecoins and AI payments. In May of this year, Samsung Securities, Samsung SDS, and Samsung Card agreed to acquire approximately 4% of Dunamu, Upbit's parent company, for about $408 million. Analysts believe that Samsung Wallet is responsible for providing user distribution entry points, while infrastructure layouts like Dunamu are responsible for underlying transactions and asset services, suggesting that Samsung may be building a complete ecosystem covering stablecoins, payments, and digital asset services.

According to Lookonchain monitoring, a wallet suspected to be related to Strategy transferred out 1,030 BTC again 2 hours ago, worth 66.14 million USD.

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 a report by a financial magazine, multiple trading insiders revealed that the large model company DeepSeek has restarted its second round of financing, planning to raise 50 billion yuan, with a pre-investment valuation of approximately 500 billion yuan, and plans to complete the signing by late August.Several investors mentioned that DeepSeek's second round of financing had at least started in mid-July, but was suddenly paused at the end of July. At that time, some investors on the negotiation standby list were informed that the plan to sign the financing agreement was postponed. According to media reports on July 26, DeepSeek paused its second round of financing, one reason being that DeepSeek's founder Liang Wenfeng was dissatisfied with widely circulated comments online, which mainly revolved around the suspected leak of the "transcript of the investor meeting."DeepSeek and the investors at the negotiation table hope that this financing can proceed discreetly after the restart. Currently, some investment institutions that had previously been actively in contact have stated that they have not received news of DeepSeek restarting the financing, and the channel remains in a paused state.

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 Decrypt, Ledger's Chief Technology Officer Charles Guillemet stated that the Coldcard vulnerability incident exposed weaknesses in hardware wallet random number generation and emphasized that AI is reshaping the cybersecurity offensive and defensive landscape. Guillemet pointed out that the security model of hardware wallets "lives or dies by random numbers," and this incident proved that in the most expensive way.Ledger stated that its hardware wallets were unaffected because their mnemonic phrases are generated by a hardware random number generator within a certified secure element, with no software fallback path, generating a complete 256-bit random number each time. Guillemet believes that open-source code, if not thoroughly reviewed, does not equate to security, and AI is enabling attackers to scan code and identify vulnerabilities at machine speed, requiring defenses to advance at the same speed, which relies on secure design, hardware, and mathematics. Guillemet suggested that users should understand how the random number generation of a hardware wallet works and whether it has been independently certified when choosing one.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Los Angeles Angels vs. Baltimore Orioles," the option "Baltimore Orioles" in the sub-market "Spread -1.5" has experienced a dramatic fluctuation in winning probability, soaring from 39.5% an hour ago to the current 66.5% (a fluctuation of 27%). Please note the impact of related breaking news.

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 Jinshi reports, Federal Reserve's Schmid stated that the overall economic performance is good, and the growth is resilient.

According to Bloomberg, the Nigerian Securities and Exchange Commission (SEC) has approved the listing and trading of blockchain-based traditional stock tokenized assets on the NASD OTC Securities Exchange.The NASD OTC Securities Exchange plans to officially launch this service in early September, allowing companies to issue tokenized versions of traditional stocks through blockchain technology, aimed at promoting the development of Nigeria's capital market.

According to Jinshi, senior officials at the U.S. Pentagon pitched the "Reconciliation 4" plan to Senate Republicans in a closed-door meeting, emphasizing the need for a significant increase in military funding to replenish weapon stockpiles depleted by the conflicts in Iran and Ukraine.Defense Secretary Hegseth and several deputy secretaries provided a detailed closed-door briefing to Republican members of key Senate committees, analyzing global threats and discussing the issue of U.S. military ammunition stockpiles.