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According to statements cited by Outcome, the CEO of CME Group stated that TradeXYZ and Hyperliquid are having an impact on the U.S. market. The above viewpoint points to the spillover effects of decentralized perpetual contracts and on-chain trading platforms on liquidity, price discovery, and trading activity in traditional markets.

The peer-to-peer cryptocurrency trading platform NoOnes announced yesterday that it will begin to gradually shut down operations after more than three years of operation. The official statement indicated that it had previously sought to resolve and lift the sanctions against NoOnes, but ultimately was unsuccessful.NoOnes stated that the related sanctions led to the loss of key partners, while blockchain monitoring agencies marked transactions related to NoOnes as high risk, making it increasingly difficult for the platform to continue normal operations.According to the official schedule, the business contraction was initiated on August 17, and the P2P market will close on August 21 at 23:59 UTC. Services such as Swap, NoOnes Visa, fiat withdrawals, gift card store, and Bitcoin Lightning Network will also be gradually discontinued. After that, the platform will only support withdrawals, and users will still be able to log in, check their balances, and withdraw remaining assets.The official recommended that users complete asset withdrawals as soon as possible, no later than August 23.Previously, the peer-to-peer cryptocurrency trading platform NoOnes revealed that the platform had encountered a significant security breach, resulting in a loss of approximately $8 million in crypto assets. CEO Ray Youssef confirmed this news after on-chain detective ZachXBT disclosed the hack on his Telegram channel.

Harmony has released a rollback plan, intending to retain shard 0 block 92,730,034 and shard 1 block 94,978,278, both corresponding to the time of August 11, 2026, 23:25:37 UTC.Validators will use a replacement database, and the new client version will reject the relevant abnormal block hashes, subsequently continuing to produce blocks from the new block height.

Neutrl announced on the X platform that it has temporarily suspended minting, redeeming, and other protocol functions due to circumstances affecting the protocol's reserves.The team stated that this measure was taken in the interest of users upon the advice of legal counsel, aiming to maintain an orderly process during the assessment of the impact. Users will receive clear follow-up arrangements at the appropriate time, and information regarding the timeline and next steps will be announced as soon as possible.

Lianxin Bank stated that the CPI report for July released on Wednesday and the PPI report on Thursday may have a greater impact on the Federal Reserve's decision than employment data. Economists expect the year-on-year increase in CPI to drop from 3.5% in June to 3.4%. Bill Adams, the chief economist at Lianxin Bank, pointed out that if the data develops as expected, it will support the Federal Reserve's decision on September 16, and the inflation data for July will have a greater impact on the decision than this month's employment report.

Zach Pandl, the head of research at Grayscale, published an analysis stating that although the Clarity Act may still reach an agreement on a technical level, the Senate schedule and the political reality of an election year make the likelihood of passing it this year very low, but the impact is limited. The failure of the bill will not immediately affect the operation of major blockchains, the demand for Bitcoin as a store of value, or the growth of stablecoin payments— the industry has been developing without this bill for nearly 17 years. However, the lack of comprehensive market structure legislation may hinder new investment activities in the U.S., including the development of the tokenized securities market and the regulatory framework for digital asset intermediaries. Under the current administration, regulatory guidance has supported the industry through measures such as new rules for institutional custody, improved bank access, staking policies, and the crypto ETP framework. The SEC and other regulatory agencies are expected to continue filling gaps through rulemaking. The lack of comprehensive regulation may lead to more entrepreneurial activities flowing overseas.

According to Jinshi reports, Fed's Daly stated that tariffs have had a significant impact on inflation.

According to a report by Jinshi, the economic bulletin released by the European Central Bank on Monday pointed out that after the outbreak of the Iran war, household consumption in the Eurozone has significantly declined, mainly due to a sharp deterioration in consumer confidence. In April of this year, the decline in Eurozone consumption reached twice the historical trend forecast level, with the scale of impact comparable to the household consumption response after the outbreak of the Russia-Ukraine conflict in early 2022.Data shows that since mid-2024, the nominal consumption growth rate in the Eurozone has averaged around 3% to 4%, but in April of this year, it dropped to about 2.5% year-on-year. The slowdown in consumption is mainly driven by higher-income households reducing non-essential spending.

According to Jinshi reports, Bank of Japan Governor Kazuo Ueda stated that it is necessary to closely monitor the impact of the situation in the Middle East on the financial and foreign exchange markets, as well as on the Japanese economy and prices.

According to Jinshi reports, the French Ministry of Foreign Affairs calls for a de-escalation of the situation in the Red Sea and points out that the closure of the Strait of Hormuz will have an impact on the global economy.

According to Jinshi reports, Samsung Electronics stated that the depreciation of the Korean won had a positive impact of 3.1 trillion won in the second quarter.

According to Jinshi reports, DHF Capital S.A. economist Bas Kooijman stated in a report that the trend of oil prices has become a key driving factor for U.S. Treasury yields and market expectations for the Federal Reserve's interest rate path. The outlook may change with the evolution of the situation in the Middle East and oil prices.A further sustained decline in oil prices may intensify the pressure of slowing inflation and suppress expectations for monetary policy tightening, while a renewed escalation of the situation may reignite inflation concerns and push up U.S. Treasury yields.

Bitwise Chief Investment Officer Matt Hougan posted that the impact of interest rate decisions on Bitcoin over the next five years will be less than it has been over the past fifteen years. He stated that since Bitcoin's inception, interest rates have fluctuated significantly between 0% to 2.5%, 0% to 5%, and 3.5%, with changes measured in whole percentage points. However, future adjustments may be more moderate, with CME expecting interest rates to rise by only 50 basis points over the next year.Matt Hougan assesses that the Federal Reserve under Warsh may be closer to the slight adjustment style of the mid-1990s under Greenspan, rather than the patterns seen in recent years under Bernanke and Powell. If this is indeed the case, the smaller magnitude of interest rate changes will also weaken their impact on Bitcoin; while interest rates remain important, the weight of other factors will increase.

Solana Optimistic Network (SOON) announced that the security incident discovered on July 12 has been investigated and resolved. The incident did not involve vulnerabilities in the SOON protocol, sequencer, or user-facing smart contracts, and no user funds were lost. SOON stated that this incident originated from security issues in the off-chain operational environment.According to an investigation by the third-party security company BlockSec, external attackers gained unauthorized access through misconfigured services and further entered part of the internal environment due to insufficient access controls. The impact of the incident was limited to certain operational infrastructure and related processes, and did not involve on-chain user assets, user smart contracts, or SOON network security. After the incident, SOON suspended the sequencer and some services, and initiated a comprehensive security review. During this period, functions such as NFT minting, token claiming, and on-chain withdrawals were temporarily shut down. Currently, SOON has restored NFT minting and token claiming functions, and has resumed mainnet RPC services and block production. The network is now operating normally.

Wall Street investment bank TD Cowen has lowered the target price for Bitcoin treasury company Nakamoto Inc. (NASDAQ: NAKA), reducing the split-adjusted target price from $40 to $17, a decrease of 58%, but still maintaining a "Buy" rating. TD Cowen analysts stated that this adjustment is mainly due to the pressure on Nakamoto's highly leveraged capital structure from the decline in Bitcoin prices.Although the new target price still implies about a 275% upside from the current stock price of $4.65, the company's stock is highly sensitive to fluctuations in Bitcoin prices. TD Cowen expects Bitcoin to rebound to $100,000 by the end of 2026, which is about 25% lower than the historical high of $126,000 set last October. At the same time, the firm anticipates that Nakamoto will suspend further Bitcoin purchases before 2027.Analysts pointed out that Nakamoto's core value still comes from its Bitcoin assets, with the company currently holding 4,467 BTC, valued at approximately $290 million, ranking 22nd among publicly listed companies in terms of Bitcoin holdings. However, the company's debt and preferred stock financing structure have also compressed the asset value available to common stockholders. Recently, Nakamoto has completed several financial adjustments, including repaying approximately $45 million in debt, extending the principal of $105 million to June 2027, reducing financing costs, and approving a $25 million stock buyback plan. Additionally, the company has closed its previously operated medical clinic business and will focus on Bitcoin media, asset management, and consulting services in the future. Data shows that NAKA's stock price has fallen over 71% this year, while Bitcoin has declined about 26% during the same period. Market attention is shifting from "continuously purchasing BTC" to the asset-liability structure and financing capabilities of Bitcoin treasury companies.

Mizuho analysts stated that if the Clarity Act, a U.S. cryptocurrency market structure bill, is passed, it may generally benefit the digital asset industry, but the long-term impact on Circle could be negative. The reasoning is that regulatory clarity will attract more large institutions into the stablecoin market, further accelerating the commodification of stablecoins and eroding the revenue space of Circle's USDC.Mizuho believes that the main pressure Circle is currently facing comes from Open USD. This stablecoin project is supported by an alliance of over 140 financial, technology, and cryptocurrency companies, including Visa, Mastercard, Stripe, BlackRock, and Coinbase. Unlike Circle's model, which retains about 38% of USDC reserve earnings, Open USD adopts a "pass-through" model, distributing nearly all reserve earnings to distributors while retaining only a small management fee. Analysts also pointed out that Coinbase, as the largest distributor of USDC, also supports Open USD, which may give it stronger bargaining power when renegotiating revenue-sharing agreements with Circle in the future. The distribution agreement between the two parties may be renegotiated as early as next month.

NVIDIA CEO Jensen Huang stated in an exclusive interview with Axios on Tuesday that American companies "absolutely" should be allowed to use Chinese open-source AI models, directly challenging the Trump administration and some American AI labs' blockade policies.Huang believes that the market's panic over Kimi K3 is a misreading, similar to the sell-off triggered by DeepSeek in early 2025: cheaper open-source models will expand the AI audience and increase, rather than decrease, the demand for chips, data centers, and computing power. "Free AI is good for hardware, good for chips, good for data centers." He also refuted the notion that open-source models pose security risks, claiming that open-source is actually safer because external researchers can examine the models, expose vulnerabilities, and build defenses, while calling for Anthropic to open its Claude Mythos model to "everyone."Huang rejected the narrative that "China will defeat American companies," arguing that the AI race has no finish line and that China and the U.S. will coexist in the long term. Hours after the interview, U.S. Treasury Secretary Bessent stated that the government is reviewing whether Chinese AI models are stealing intellectual property and considering sanctions. Huang responded that knowledge distillation is the foundation of intelligence and that accountability should be directed at violations rather than the models themselves.

According to the official announcement, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Ceasefire Ended, Oil Prices Soaring Above 75, STRATEGY's First Loss in Selling Coins: Can BTC's Macroeconomic Narrative Hold Up?" At that time, crypto KOLs such as Huabai Blockchain, Honest Little Taoist, Crypto.0824, and OxPink will gather in the live broadcast room to engage in in-depth discussions on recent market hotspots such as the repeated situation in the Middle East and the strong upward trend of international oil prices. They will also analyze BTC's future trends and opportunities and risk management strategies for crypto asset allocation in conjunction with expectations of Federal Reserve policies, providing investors with multi-dimensional market observations and trading ideas.