mist

According to SlowMist's monitoring, the GebProxyActions contract suffered a loss of approximately 5.9436 ETH due to a lack of caller access control. Affected users previously called GebProxyActions.quitSystem directly instead of through a DSProxy delegated call, resulting in ownsSAFE[safe] being set to the GebProxyActions contract.The attacker directly called GebProxyActions.quitSystem(manager, safe, dst), bypassing the safeAllowed check of GebSafeManager and transferring the collateral to themselves.

Famous trader Killa posted that Bitcoin will reach a new historical high next year, and ultimately, it won't matter if it is bought at $100,000. As time goes by, these barriers will be left behind. The biggest mistake is to stay on the sidelines.

Bloomberg's chief economist Anna Wong stated that next week's non-farm payroll report may show weakness, with a certain probability of recording negative growth, which will have a critical impact on the Federal Reserve's policy path.She pointed out that if there are two consecutive negative non-farm data, there is no precedent in modern Federal Reserve history for raising interest rates under such circumstances.

Trader Ansem posted that the altcoins of 2017 are essentially not much different from today's Meme coins. The former often attracted market funds through white papers and founder narratives, while today's Meme coins at least explicitly acknowledge that their essence is a form of attention trading.Ansem stated that he is currently more optimistic about Meme coins than ever before.

The French open-source weight AI laboratory Mistral and the AI company HUMAIN under the Saudi Arabian Public Investment Fund (PIF) announced plans to build "sovereign AI" infrastructure in Saudi Arabia and the broader region. According to a joint announcement from both parties, this collaboration is valued at "hundreds of millions of euros" and aims to meet the growing demand for sovereign AI, where data is not controlled by third-party companies, and models can be owned under open weights.Both parties will jointly develop and localize advanced models and deploy AI solutions within Saudi Arabia and the broader region. Mistral is building its computing power layout through its end-to-end infrastructure division, Mistral Compute. This collaboration will allow it to run workloads on local computing power in Saudi Arabia, rather than relying solely on computing power from Europe and the United States. The two sides also plan to conduct joint marketing in regulated industries in Saudi Arabia. The first deliverables will cover cybersecurity and voice fields, involving inference, open models, and cutting-edge Arabic models in the region.HUMAIN has accumulated over a year of construction. In November 2025, it expanded its cooperation with NVIDIA, planning to deploy up to 600,000 of NVIDIA's latest AI systems, including the GB300 platform, within three years; it also reached a data center agreement with xAI, relying on a facility with over 500 MW, and made an agreement with AWS to manage up to 150,000 GPUs in the Riyadh AI Zone. In the same month, HUMAIN, AMD, and Cisco established a joint venture aimed at building up to 1 GW of AI infrastructure by 2030.

Billionaire investor Stanley Druckenmiller stated that the decision by Besant to spend billions of dollars to buy back U.S. Treasuries is a wrong decision. He believes that the market aggregates information that no committee can possess, and prices are the way information is conveyed to decision-makers. Druckenmiller pointed out that the Treasury's attempt to influence the bond market lacks rationale, and the current financial environment is in a loose state.

On August 25, CITIC Construction Investment Research reported that on August 21, OpenAI reduced the price of GPT-5.6 SolAPI by over 20%, further lowering the cost of high-performance model calls, which is expected to drive growth in high Token scenarios such as Agent and code generation, continuously boosting demand for inference-side computing power.Alibaba's latest quarterly AI Cloud and Compute Services revenue was approximately 48.4 billion yuan, a year-on-year increase of 45%. Revenue from AI-related products has seen triple-digit growth for 12 consecutive quarters, confirming that AI demand is accelerating towards commercialization. We remain optimistic about the opportunities in the industrial chain driven by the commercialization of large models and the increase in computing power demand, including optical modules, servers, liquid cooling, and cloud computing.

According to Cointelegraph, Bernstein analysts believe that USDC shows signs of "digital dollar re-inflation," with its supply surging by $2 billion in seven days.The institution maintains an outperform rating on Circle (CRCL), setting a target price of $140, and points out that USDC's trading volume share has surpassed that of USDT.

According to analysis by Glassnode, the current altcoin market has entered an optimistic state, with approximately 85% of altcoin funding rates rising above their respective averages, marking the highest level for this metric since BTC was at historical highs.During the altcoin season, a similar funding rate environment may persist for several weeks.

Robinhood CEO Vlad Tenev accepted a video interview with the overseas podcast The Iced Coffee Hour. In the interview, Vlad Tenev stated that he also trades using Robinhood, and he previously played with cryptocurrencies for a while, personally enjoying cryptocurrencies and fighting alongside everyone.Unfortunately, Vlad Tenev mentioned that he no longer posts on Reddit, although he did use Reddit when he first started using Robinhood. At the same time, Vlad Tenev expressed his views on Bitcoin. He stated that his investment portfolio is quite diversified, and he holds an optimistic view on Bitcoin in the long term, but he does not make predictions like Bitcoin will reach a price of 1 million dollars in the future.

The Slow Mist security team disclosed that the cross-chain bridge project Allbridge was attacked on August 19, 2026, resulting in a loss of approximately $190,000. Notably, this attack was not executed instantly; the attacker had begun laying the groundwork nearly a month prior and bypassed the verification mechanism by forging cross-chain messages. According to Slow Mist's analysis, on July 26, the attacker directly called Circle's MessageTransmitterV2.sendMessage function on the Polygon chain, constructing a cross-chain message disguised as a CCTP style message, claiming that a transfer of 1 million USDC existed, but in reality, no USDC destruction operation took place. Subsequently, Circle generated a valid verification proof (attestation) for this complete message according to normal procedures.About 24 days later, on August 19, the attacker waited for the Base Router to receive a real CCTP deposit, increasing the balance to approximately 191,000 USDC, and initiated the attack just 6 seconds later. The attacker utilized the previously forged message and verification proof to call Allbridge's receiveCctpMessage function. Due to the project's lack of critical verification, the system mistakenly recognized the false cross-chain message as a real deposit and recorded a limit of 1 million USDC. The attacker then temporarily borrowed approximately 809,000 USDC through an Aave flash loan, matching the Router balance with the forged amount, and used the internal credit record to call the transfer function, ultimately transferring out approximately 999,000 USDC (after a 0.1% fee). After repaying the flash loan and fees, the attacker netted a profit of about $189,800. The root cause of this vulnerability lies in Allbridge's failure to verify the identities of the sender and receiver of the cross-chain message, as well as not confirming whether USDC was genuinely minted and whether the balance actually increased, instead directly trusting the amounts and message hash data constructed by the attacker. Slow Mist emphasizes that on-chain message verification does not equate to the actual arrival of real assets. Cross-chain protocols not only need to verify the authenticity of messages but must also ensure that the message source is trustworthy, that the receiver is Circle's official TokenMessengerV2, and that asset accounting can only proceed after confirming the actual minting of assets and changes in balance. This incident once again highlights the security risks of cross-chain bridges in the message verification and asset settlement processes.

During a podcast interview, Tom Lee was asked, "If you could only hold one for ten years, would you choose Robinhood or Kalshi?"Tom Lee responded, "I would choose Robinhood. They have a kind of moat and have established a real connection with their customers. Sometimes investors underestimate the importance of the Robinhood user interface."Tom Lee believes that predicting regulatory risks in the market is a very complex issue. It involves local regulatory agencies and court rulings.

Recently, Peter McCrory, the head of economics at Anthropic, explained the AI unemployment paradox. He pointed out that AI capabilities have significantly improved, raising reasonable questions about why there has not yet been a noticeable impact on unemployment rates. The U.S. Business Trends and Outlook Survey shows that about one-fifth of U.S. businesses use AI to some extent, and productivity growth in the U.S. has strengthened in recent years, some of which may be related to AI.McCrory stated that the unemployment rate in the labor market is still close to the full employment level identified by the Federal Reserve, and even deep data analysis makes it difficult to draw clear conclusions about the impact of AI. The basic judgment is that so far, AI has shown characteristics of skill-biased technology, automating certain work processes while complementing and amplifying the professional skills that rely on human participation, thereby creating maximum value in human-machine collaboration.

According to Bitcoin Magazine, the Chief Investment Officer of Bitwise stated that Bitcoin appears to be close to the bottom, and there seems to be volatility in the market that could be released upwards. He noted that when observing the market currently, he feels quite optimistic about the trends for the remainder of this year.

BitMEX co-founder Arthur Hayes recently published a response to the skepticism surrounding his simultaneous bearish stance on the AI bubble while investing in AI crypto projects. Hayes stated that the so-called bubble is mainly reflected in the debt issued for building data centers, as well as the stock valuations of unprofitable hyperscale cloud vendors and cutting-edge laboratories, rather than the AI technology itself.He emphasized, "Price is what you pay, value is what you get," and expressed his 100% belief in the agentic economy. Hayes pointed out that the surplus computing power formed through borrowed funds has actually reinforced his optimistic logic regarding his project Flop Labs.

According to the latest report from The Economist Enterprise, after 13 years of development and multiple strategic upgrades, Gate is gradually expanding from a traditional cryptocurrency trading platform to a comprehensive financial infrastructure that connects digital assets with traditional financial markets. The report points out that as more traditional financial products such as stocks, ETFs, tokenized assets, foreign exchange, and metals enter the digital asset ecosystem, Gate is further bridging the gap between crypto finance and TradFi through multi-asset product layouts and global infrastructure development. Gate's founder and CEO Dr. Han stated in an exclusive interview that as the industry develops, digital asset platforms are facing not only technical issues but also risk management, user protection, and industry regulation.In terms of TradFi integration, Gate has formed a multi-layered layout from tokenized assets and derivatives to native stock trading, launching products and services such as xStocks, Ondo, Gate TradFi, Pre-IPOs, direct IPOs, and Gate Stocks. Among these, Gate Stocks has supported trading of U.S., Hong Kong, and South Korean stocks, significantly lowering the barriers for global users to participate in traditional financial markets. At the same time, Gate is continuously improving its around-the-clock trading and liquidity infrastructure to meet the needs of global users for cross-market asset allocation.The Economist Enterprise also points out that as the digital asset market further moves towards institutionalization, compliance, transparency, and infrastructure capability are becoming important components of platform competition. Gate continues to advance its global compliance layout across multiple jurisdictions and has been providing third-party audits and open-source proof of reserves since 2020. In addition, Gate is introducing AI infrastructure into Web3, connecting AI with trading, wallets, and more services through products like Gate AI, Gate MCP, and GateClaw, promoting the platform's evolution from a traditional trading venue to a comprehensive financial infrastructure that connects digital assets, traditional finance, and AI applications.

CryptoQuant founder Ki Young Ju posted on the X platform, correcting the previous analysis of CME Bitcoin futures positions, stating that "Total Reportables (large institutional traders)" was mistakenly labeled as "Leveraged Funds," leading to the belief that CME hedge funds rarely turned into net long positions in BTC futures. However, the actual situation is that leveraged funds still maintain net short positions in BTC futures.Ki Young Ju provided CFTC futures position data as of August 4: 1. Large institutional traders overall show a slight net long position, which includes asset management institutions, market makers, dealers, etc. Ki Young Ju stated that although the net long extent is limited, the previous judgment about institutional direction being bullish still holds. 2. Leveraged funds still maintain net short positions in BTC futures, but over the past year, their standard BTC futures net short position has decreased by about 50% (measured in BTC), mainly due to the decline in basis trading returns. When the futures basis returns fell below U.S. Treasury yields, the arbitrage space narrowed. Leveraged funds currently show a net long position in Micro BTC futures, but the scale is small, only about +394 BTC, which is approximately 1% of the standard BTC futures net short position. Ki Young Ju indicated that leveraged funds overall have not yet turned into net long positions, but their long-term structural shorts are clearly weakening, which may reflect the closing of arbitrage trades and adjustments in directional positions.

Tom Lee, Chairman of Bitmine and Co-founder of Fundstrat, stated that the blockchain project Robinhood Chain launched by Robinhood has become the "biggest success story" in the crypto industry for 2026, being a groundbreaking project in terms of cumulative trading volume, total value locked (TVL), and potential market size.Lee pointed out that the biggest advantage of Robinhood Chain lies in its massive user base. Robinhood (HOOD) is opening this service to its approximately 27 million users, which itself constitutes a huge potential market. Ethereum (ETH) has also been continuously developing in recent years, although its growth has been relatively low-key, gradually expanding its application scope mainly through stablecoin settlements and crypto payments and asset purchases on platforms like Shopify.He believes that directly connecting 27 million Robinhood users to the Ethereum economic system will have a significant impact on the crypto industry, likely further promoting the expansion of blockchain applications from native crypto users to mainstream financial users. The success of Robinhood Chain is not only reflected in its technological aspects but, more importantly, in its ability to connect traditional financial users, trading platforms, and the Ethereum ecosystem, potentially becoming an important case for the mainstream adoption of crypto assets.

Ansem posted on platform X stating that he will initiate a trading tracking around PUMP and plans to hold from the current cycle bottom all the way to the market top. Ansem mentioned that when he first invested in PUMP, the price was about $0.001675, and he will currently update trading progress around $0.002544, planning to continue tracking to historical highs or even higher positions. His investment logic mainly includes: Pump.fun is one of the top three platforms in the crypto industry by revenue, with about $2 billion in cash reserves; however, due to market bias against tokenization models, the current circulating market value is about $1 billion, corresponding to a price-to-earnings ratio (P/E) of less than 2.8 times.Ansem believes that as on-chain activity continues to grow, especially with the further popularization of mobile applications, Pump.fun will become a beneficiary. If more retail users participate in new coin issuance through platforms like Ansem's in the future, $PUMP may have greater growth potential. He predicts that PUMP is expected to enter the top ten of crypto asset market capitalization within less than two years.