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According to Bitcoin.com, Strategy (MSTR) Executive Chairman Michael Saylor proposed the concept of "Bitcoin Reform" in a published article, advocating that Bitcoin should break free from the dogmatic understanding of early concepts such as Satoshi Nakamoto, the white paper, and "must self-custody," and further integrate into banks, exchanges, enterprises, securities markets, and government systems.Saylor stated that self-custody remains an important right for holders to freely exit the intermediary system, but it should not be a mandatory obligation for everyone; users can also evaluate institutional services based on dimensions such as custodial isolation, collateral, audits, insurance, and withdrawal rights. He believes that Bitcoin has gradually evolved from peer-to-peer electronic cash and "digital gold" into "digital capital" that can support credit, equity, currency, and machine economies.

Gold prices rose slightly on Thursday due to the depreciation of the dollar and ongoing concerns about the U.S. budget deficit. OANDA analyst Kelvin Wong stated that these factors support gold prices in the medium term. The market is paying attention to the speech of Federal Reserve Chairman Waller to understand the direction of monetary policy.The U.S. Treasury has expanded the scale of long-term bond purchases, raising concerns about the depreciation of the dollar, and gold prices rose more than 5% last week. In addition, the Prime Minister of Qatar will visit Tehran to restart diplomatic mediation.

Apple's first 2-nanometer M6 chip officially debuts, equipped with a 12-core CPU, 12-core GPU, and dual 16-core neural network engines, with unified memory bandwidth reaching up to 170GB per second, initially featured in the new Mac mini. This chip is manufactured by TSMC using a 2-nanometer process and is the first to adopt gate-all-around (GAA) nanosheet transistors, making it the world's first consumer-grade 2-nanometer chip.The supply chain is focused on the subsequent high-end M series packaging architecture. Based on the Fusion Architecture of the previous generation M5 Pro, M5 Max, and the four-die design of M5 Ultra, Apple chips have transitioned from a single large die to a modular design. Future M6 Pro, Max, or Ultra are expected to enhance advanced packaging requirements such as SoIC-MH and WMCM, increasing interconnect density with SoIC-MH and integrating logic, LPDDR memory, and high-speed I/O with WMCM.TSMC is actively preparing for expansion, with Zhunan AP6 as the main mass production base for SoIC, Longtan AP3 upgrading to WMCM, and Chiayi AP7 taking on related capacity. Analysts estimate that WMCM's monthly production capacity will reach about 60,000 units by the end of 2026 and over 120,000 units in 2027. Equipment manufacturers such as Hongshuo, Junhua, Yinneng, and material manufacturers Changxing, Xinying Materials, and Yongguang are expected to benefit.

Doppler Finance announced the launch of the native utility and governance token XDP, serving as the protocol coordination layer, supporting user participation, decentralized governance, and ecological growth. XDP is designed around three main functions: protocol privileges, governance, and future security modules. Users can stake XDP to gain access to premium vaults and strategies, priority for new products, and eligibility to participate in ecological activities; staking details will be announced separately.In terms of governance, XDP holders can participate in decisions regarding protocol parameters, ecological incentive budgets, vault plans, and future functionalities. The security module is planned to be launched in subsequent phases, where eligible users can configure their staked XDP into a coverage pool, assuming corresponding risks to earn additional incentives. The total supply of XDP is 10 billion, with over half allocated to ecological development, vaults, partners, and community growth, while contributors and investors have longer lock-up and vesting arrangements.The XDP genesis airdrop accounts for 1.0%, which will be fully unlocked for early users, contributors, and supporters at TGE; an additional 43% is allocated for ecology and incentives, to support subsequent Doppler Points seasons, XDP staking, and other community programs. The official contract address will only be published through official Doppler channels, and users should be wary of third-party information, phishing websites, and any requests for funds or private keys.

NVIDIA's Chief Financial Officer stated that the company will provide selective credit enhancement support for another cutting-edge AI laboratory's nearly 2 gigawatt computing power project.

NVIDIA (NVDA.O) Chief Financial Officer stated that the outlook for fiscal year 2028 will be affected by supply constraints.

The Supernova upgrade of MultiversX decouples consensus from execution, allowing the network to reach consensus on blocks before processing transactions. Before the upgrade, block production followed a sequential model: proposers selected transactions, executed them locally, and submitted blocks containing the results, while validators had to re-execute the same transactions before voting, making execution part of the consensus critical path. Supernova changes this order: proposers select transactions and directly propose blocks without prior execution; validators can immediately vote once they confirm the proposal complies with protocol rules, while execution occurs asynchronously in the background, with execution results typically referenced and notarized in the next block header, lagging consensus by about one block (approximately 600 milliseconds).To address the validity verification issues brought by decoupling, Supernova introduces a virtual memory pool state that tracks pending nonces, expected balance consumption, and transactions that have been proposed but whose execution results have not yet reached consensus, providing proposers with a forward-looking account view. Meanwhile, the Execution-Result Inclusion Estimator (EIE) limits the number of execution results that can be referenced in a block based on the capacity that the minimum specification node can safely handle; an automatic backpressure mechanism reduces block capacity when execution lags. Supernova has been producing 600-millisecond blocks on the testnet and devnet since August 20, with the mainnet expected to activate on September 10, 2026.

Pump.fun announced that its application now supports HyperEVM, allowing users to trade any HyperEVM tokens using USDC, and receive referral rewards along with a near-zero fee trading experience.Pump.fun stated that it is the first application to introduce HyperEVM into relevant trading scenarios.

UPBIT will list Polyswarm (NCT) on August 26 at 21:00 and support KRW trading. During the trading support period, the trading fee will be reduced from 0.05% to 0%, and the event will last until August 27 at 20:59.

According to Chao Xiang Research, a Morgan Stanley report points out that the total off-balance-sheet commitments disclosed by hyperscale vendors, Nvidia, and Broadcom have exceeded $3.1 trillion. Among them, lease commitments amount to $1.1 trillion, procurement commitments to $1.7 trillion, and the total on-balance-sheet debt and lease liabilities of hyperscale vendors is $770 billion.Amazon and Google's free cash flow turned negative in the second quarter of 2026, and Meta is expected to follow suit next quarter. Financing tools are restructuring the capital structure of AI computing power from six aspects: off-balance-sheet lease and procurement commitments constitute the first layer of financing, the proportion of debt issuance rises from 2% in 2025 to 19% in 2026, Google frees up $110 billion by cutting buybacks and issuing equity, Oracle's customer prepayments in the second quarter amount to $4.6 billion, and Broadcom and Nvidia launched a chip leasing SPV to support unrated AI labs.Morgan Stanley believes that as the financing structure itself becomes a core variable of the AI supply chain, the importance of tracking off-balance-sheet commitments and changes in accounting judgments is approaching that of tracking chip shipments themselves.

On August 26, B.AI announced that the API is fully compatible with the OpenAI Responses API. Developers only need to configure the Base URL using the B.AI API Key to directly call the GPT series models supported by B.AI in the Codex development environment, seamlessly integrating cutting-edge large model capabilities into their daily coding workflow. This means that whether it's code generation, logical understanding, intelligent debugging, architectural refactoring, or team development collaboration, developers can obtain real-time intelligent assistance from the GPT series models in the Codex environment, comprehensively covering various scenario needs from individual development to team collaboration. Experience it now: http://b.ai

Samsung Electronics and SK Hynix plan to increase the supply of 8-layer HBM4 memory to NVIDIA in the second half of this year.This move is influenced by NVIDIA's supply strategy, aiming to ensure a stable supply of HBM memory while also considering product heat generation.

According to Cryptonomist, Animoca Brands and the RWA platform NUVA supported by Nuva Labs announced the adoption of Chainlink as its exclusive data infrastructure to provide tamper-proof valuation data for tokenized housing-related assets. The related asset base is approximately $19 billion, with the underlying sourced from Figure Technologies' Provenance Blockchain.The report states that NUVA will launch on Ethereum in May 2026, positioning itself as a cross-chain vault market, providing institutional-grade real estate credit exposure to retail users. Its products include nvYLDS (yield-bearing vault tokens linked to short-term U.S. Treasury yields) and nvPRIME (tokenized private credit vaults tracking the performance of real estate-backed credit such as Home Equity Lines of Credit - HELOC). Chainlink will initially provide pricing support for nvPRIME, used for collateral valuation, lending parameter setting, and liquidation threshold calculations.

According to South Korea's Chosun Ilbo, the export prices of DRAM in South Korea continue to soar, with AI-driven HBM production squeezing the supply of ordinary memory. Data shows that from the 1st to the 20th of this month, the export unit price of DRAM from South Korea reached $92,183 per kilogram, a year-on-year increase of 401%, and approximately 12.5 times higher than the low point in January 2023.Goldman Sachs expects the DRAM supply gap to widen from 5.0% this year to 5.9% next year, believing that the HBM required for AI servers and high-capacity server DRAM are absorbing limited production capacity, leading to further tightening of ordinary DRAM supply, with shortages potentially lasting until 2028. TrendForce predicts that by the end of next year, the wafer input for HBM production by Samsung, SK Hynix, and Micron will account for 30% of the total DRAM wafer input, but HBM will only account for about 13% of the actual DRAM bit supply.Memory manufacturers warn that the supply tightness of DRAM and NAND driven by AI demand may continue until after 2027. SK Hynix stated that from the supply side, 2027 could become the most severe shortage year in the history of the memory industry.

The Federal Reserve discount rate meeting minutes show that 4 out of 12 regional Federal Reserve banks voted in July to support an increase in the discount rate.

According to The Block, Galaxy has launched a portfolio credit product backed by crypto assets, allowing eligible GalaxyOne clients to borrow cash using BTC, ETH, and SOL as collateral without selling their holdings.This revolving credit line uses a combination of qualified assets as collateral, enabling clients to obtain liquidity for daily expenses or investment needs while continuing to hold their crypto assets.

According to Decrypt, THORChain announced the launch of version 3.2, which adds native cross-chain exchange support for Monero (XMR) and Zcash (ZEC). Users can directly exchange XMR and ZEC for BTC, ETH, and stablecoins without the need to wrap assets, register centralized exchange accounts, or relinquish asset custody.This upgrade also introduces Protocol Owned Liquidity (POL) and Stable Reserve, and restores support for Solana, Base, and BNB. Among them, Stable Reserve supports zero liquidity fee exchanges between stablecoins. This upgrade is expected to provide a new non-custodial trading path for users facing liquidity channel shrinkage due to centralized exchanges delisting or restricting XMR.

According to Financewire, blockchain financial infrastructure company tZERO Group announced a strategic partnership with the Sui blockchain to directly integrate the Sui network, providing issuance, transfer agency, custody, trading, compliance, and settlement support for regulated digital asset securities.This integration will allow Sui to access tZERO's regulated trading, custody, and issuance framework in the United States, supporting the development of institutional-grade tokenization projects; at the same time, tZERO will also engage with developers, builders, and decentralized finance projects within the Sui ecosystem. tZERO stated that Sui's object-centric architecture and high-performance network will help drive the development of the next generation of on-chain regulated financial applications.

According to the SpaceX stock unlocking schedule, the first batch of shares for Gate Pre-IPOs project SpaceX (SPCX) will be unlocked on August 26 at 20:00 (UTC+8). The total amount of the first batch to be unlocked is 33,900 SPCX, with 20% of the shares being unlocked based on the actual holdings at the time of the user’s spot account snapshot, and the corresponding shares will be directly credited to the Gate stock account at a 1:1 ratio.Gate is the first platform in the industry to support Pre-IPO share unlocking and directly distribute listed company stocks to users. This unlocking includes SPCX that users previously acquired and held through Pre-IPOs, as well as SPCX purchased subsequently; SPCX that has been sold will not be included in this round of unlocking. Users need to check their SPCX holdings and open orders in advance to ensure that the SPCX used for this unlocking is in an available state.Gate will continue to provide users with an asset participation experience from Pre-IPOs subscription before listing, internal trading, to stock unlocking entering the U.S. stock market. This is the first 20% stock unlocking for SpaceX (SPCX), and the remaining portion will be processed according to the unlocking rules of the target company as soon as possible, subject to the official announcement from Gate.

According to The Block, the Blockchain Association has submitted a letter of opinion regarding the stablecoin issuer rules proposed jointly by the U.S. Department of the Treasury's Financial Crimes Enforcement Network, the Office of the Comptroller of the Currency, and the Federal Reserve. The association supports limiting the Customer Identification Program (CIP) obligations to transactions where issuers directly face customers in the primary market, and it should not extend to peer-to-peer transfer activities in the secondary market.At the same time, the association calls on regulators to further clarify definitions such as "account," "customer," and "digital asset service provider," excluding one-time redemptions and other non-continuous businesses, and to avoid creating overlapping compliance burdens with anti-money laundering rules. The association stated that the implementation of the rules should balance stablecoin security, operability, and space for industry innovation.