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According to Catcher Predict monitoring, in the prediction market Polymarket for the event "Bitcoin breaks on August 12," the "yes" option in the sub-market "64,000" has experienced significant fluctuations in winning probability, soaring from 38.5% an hour ago to the current 54.5% (a fluctuation of 16%). Please note the impact of related breaking news.

Tencent Holdings released its Q2 2026 financial report, with revenue of 204.79 billion yuan, a year-on-year increase of 11%, slightly exceeding market expectations; Non-IFRS net profit was 68.4 billion yuan, a year-on-year increase of 9%; profit attributable to equity holders of the company was 56.022 billion yuan, a year-on-year increase of 0.7%. Capital expenditure was 52.78 billion yuan, a year-on-year increase of 176%, far exceeding the market expectation of 32.14 billion yuan, mainly used for AI infrastructure investment. The free cash flow for the quarter was negative 13.8 billion yuan; excluding prepayments for AI computing power purchases, free cash flow was 37.6 billion yuan.In terms of business, value-added services revenue was 98.4 billion yuan, a year-on-year increase of 8%, with domestic game revenue at 47.3 billion yuan, a year-on-year increase of 17%, significantly contributed by "Delta Action," "Valorant," and "Lock Kingdom: World"; international market game revenue was 18.6 billion yuan, down 0.8% year-on-year due to exchange rate effects, but up 4% year-on-year when calculated at constant exchange rates. Marketing services revenue was 43.6 billion yuan, a year-on-year increase of 22%, making it the fastest-growing segment; financial technology and enterprise services revenue was 60.3 billion yuan, a year-on-year increase of 9%.Regarding AI products, the report specifically mentioned that WorkBuddy achieved rapid user growth and a healthy user retention rate, with strong user willingness to pay. Its market-leading position is attributed to its strong harness engineering capabilities, a rich selection of models, and an industry-leading skill library. The official version of Hy3 saw a more than 68-fold increase in usage in the week following its launch compared to the previous generation, consistently ranking among the top three globally in terms of OpenRouter token consumption, with plans for a larger parameter scale Hy4 to be released soon. The AI agent Xiaowei within WeChat has initiated a small-scale gray testing. Excluding the contribution from new AI products, Non-IFRS operating profit increased by 19% year-on-year to 86.1 billion yuan. By the end of the quarter, the company's net cash decreased from 146.9 billion yuan at the end of March to 58.2 billion yuan.

According to Cointelegraph, Mauro Eldritch, the founder of cybersecurity company BCA LTD, and Heiner García, a network threat intelligence analyst at Telefónica Tech, jointly established a fake cryptocurrency startup "Ballena Azul," successfully luring suspected North Korean IT workers to work in a controlled virtual desktop environment for up to five weeks while monitoring their behavior throughout.Investigations show that the external servers used by the workers are linked to North Korean cyber operations that previously distributed malware such as InvisibleFerret, BeaverTail, and OtterCookie; the workers also heavily relied on ChatGPT for programming assistance and Google Gemini to forge identity documents. Researchers pointed out that North Korean IT workers obtained remote jobs by faking U.S. identities, with their earnings ultimately flowing into Pyongyang's weapons of mass destruction programs. According to the U.S. Treasury Department, such programs are expected to generate nearly $800 million for North Korea in 2024.

Renowned trader Doctor Profit posted that a historical indicator for Bitcoin is signaling that "the bottom has either formed or is very close." In 2015, 2019, and 2022, the bear market bottom formation phase began when the realized price of holders for 3 to 6 months fell below the realized price of holders for 1 to 2 years. He believes this indicates that newer buyers are capitulating and selling at a loss, with Bitcoin gradually transferring to longer-term holders.Currently, this crossover is appearing for the fourth time, while the BTC price is below the average cost of both categories of holders. However, historically, this signal does not immediately lead to a reversal; Bitcoin typically experiences several months of sideways movement to complete the bottoming process, so this phase can also be seen as a long-term accumulation range. He believes we are currently in the bottom formation and long-term accumulation phase of the bear market. Doctor Profit stated that over the past few weeks, he has been gradually buying BTC in batches within the range of $54,000 to $64,000, continuing to build his position incrementally with 5% of his portfolio each time.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $174 million, with long liquidations amounting to $121 million and short liquidations totaling $53.27 million. Among them, Bitcoin long liquidations were $38.07 million, Bitcoin short liquidations were $6.57 million, Ethereum long liquidations were $22.36 million, and Ethereum short liquidations were $11.41 million.In addition, in the last 24 hours, a total of 76,086 people were liquidated globally, with the largest single liquidation occurring on Binance - BTCUSDT worth $2.4659 million.

The US July CPI report will be released tonight at 20:30. The market generally expects that the decline in gasoline prices will lower inflation, further weakening interest rate hike expectations, but the conflict in the Middle East has not subsided, and core service inflation remains sticky.

WEEX Exchange announced that the WEEX AI Trading Lounge will be held from August 20 to 21 at Melasti Beach in Bali, Indonesia. As the official silver sponsor of Coinfest Asia 2026, WEEX will set up an exclusive Ocean Suite Lounge on-site and create a two-day offline event centered around AI Trading.During the event, there will be an AI Quick Match open all day and multiple Scheduled Tournaments. Participants can experience WEEX AI Trading through a Demo Account, and the top three will be determined based on daily PNL rankings. There will also be opportunities to interact with traders, KOLs, Web3 founders, and industry partners on-site. Registration for the event is currently open on Luma.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $4.989 billion, with long positions of $2.456 billion, accounting for 49.22% of the total holdings, and short positions of $2.533 billion, accounting for 50.78%. The profit and loss for long positions is -$108 million, while the profit and loss for short positions is $38.6379 million.Among them, the whale address 0xff84..1d has shorted BTC with a 40x leverage at a price of $63,999.2, currently showing an unrealized profit and loss of $529,200.

According to on-chain analyst Ai Yi's monitoring, a certain address withdrew stablecoins from Binance an hour ago, and then bought 3,877.67 ETH in batches through Cowswap at an average price of $1,886.55; all ETH has now been transferred to another address.

According to ChianCatcher news, crypto KOL KUAI DONG tweeted that, after verification from multiple sources, Bitget will restart its CNY / RMB related C2C business that has been suspended for 3 years. The exchange has recently recruited many related professionals with high salaries in the talent market, and internally considers this business as one of the most important this year after its US stock business. The underlying reason is to facilitate the entire process for those seeking to invest in US stocks, from depositing funds, obtaining stablecoins to investing in US stocks.Earlier, Bitget's Chinese region head, Xie Jiayin, tweeted, "The most important thing of this year is about to come, perhaps you will look forward to it, and you won't have to trouble yourself anymore."

According to Cointelegraph, Ravencoin was attacked due to a consensus vulnerability, causing the price to drop to a historical low of $0.002754, down about 22% from the 24-hour high. The vulnerability allowed weak nodes to accept invalid blocks, with the first known exploit occurring at block height 4,487,776.Mining pools 2Miners and RavenMiner, which control the majority of the network's hash power, are building a competing chain that excludes the affected branch. If this chain becomes dominant, the network may undergo a chain reorganization of about three days, and transactions confirmed after block 4,487,775 may be reversed. Ravencoin has advised exchanges to suspend deposits and withdrawals until the chain stabilizes, and Upbit and Bitget have already suspended RVN transfers.

The Australian Securities and Investments Commission (ASIC) announced that it has shut down multiple websites of the digital asset platform Yepbit and warned users not to trade with the platform. ASIC received reports from several investors stating that they were unable to withdraw funds from the platform. Yepbit claims to offer digital asset and futures trading services globally, including for Australian investors.ASIC stated that Yepbit fabricated the claim of "ASIC freezing funds" in order to delay investors' refund requests. Yepbit does not hold an Australian financial services license and is not registered with AUSTRAC as a virtual asset service provider. ASIC reminds investors to verify whether the platform holds a license and to exercise extreme caution with investment opportunities that cannot be verified.

According to a report by Cryptonomist, GSR's market director Spencer Hallarn stated in an interview that the hype around tokenization has surpassed the actual usage on many platforms. The issue lies not in the market's demand for tokenized assets, but in the design of the platforms themselves. He pointed out that many walled garden-style tokenization platforms with strict KYC requirements generally lack meaningful trading volume, as cumbersome access and compliance processes limit activity.Hallarn believes that the real opportunity is not in tokenizing for the sake of tokenization, but in fixing the underlying pipelines of traditional banking and settlement systems, specifically the infrastructure for transferring funds and assets between institutions. This would make tokenization more of an infrastructure repair rather than merely a narrative of crypto products.He also mentioned that the stagnation in the crypto market this year is largely due to funds shifting towards AI infrastructure, with large tech companies raising substantial amounts of capital for AI infrastructure through equity financing, tightening the liquidity of various assets, and crypto is no exception. Its clients are also shifting from chasing short-term momentum to long-term budget planning, over-the-counter hedging, and RWA. If AI investment cools down and the Federal Reserve lowers interest rates, liquidity is expected to improve and support Bitcoin prices.

According to official data, the cumulative subscription scale of Gate GUSD's current U.S. Treasury bonds has exceeded $251 million, setting a new historical record. Users holding GUSD can enjoy an annualized subscription yield of 3.8%, with earnings distributed daily, and it supports flexible deposits and withdrawals, meeting users' dual needs for stable income and liquidity.Meanwhile, the Gate Launchpool DOS staking activity is ongoing, with the estimated annualized yield of the DOS GUSD staking pool reaching 10.63%. When combined with the basic 3.80% current yield of GUSD, the overall annualized yield reaches 14.43%. The subscription for the third phase project of Gate Pre-IPOs, Moonshot AI (KIMI), has begun, allowing users to participate using both USDT and GUSD. Participating in the subscription with GUSD allows users to simultaneously enjoy the 3.8% current U.S. Treasury bond yield, achieving a combination of income generation and innovative asset allocation.

According to The Elec, Samsung Electro-Mechanics' investment schedule for semiconductor glass substrates has been delayed due to bottlenecks in the reliability assessment of customer prototypes. As a result, the construction schedule for the production line of GlaSSEM, the glass core joint venture between Samsung Electro-Mechanics and Dongyu Fine Chem, has also been postponed, and the timeline for ordering related equipment has become uncertain.The report states that GlaSSEM has failed to communicate the equipment order schedule to its partner manufacturers. Previous orders have been postponed from December last year to March and June this year, and this has happened more than three times. After June, no further schedule guidance has been provided. Industry insiders believe that the main reason is that global communication semiconductor customers have not passed the reliability assessment certification for glass substrate prototypes. Samsung Electro-Mechanics is still producing prototypes at its Sejong plant, and most of the suppliers for key processes required for building the mass production line, such as deposition, etching, laser drilling, and inspection, have already been selected.Since the prototypes need to be remade and resubmitted, the originally planned investment schedule will inevitably be further delayed. Samsung Electro-Mechanics had set a target for mass production in the second half of 2027 when establishing GlaSSEM earlier last month, but during last month's financial report meeting, this timeline was adjusted to 2028, and now the mass production time is expected to be further postponed.

According to CoinDesk, Crypto.com announced the launch of tokenized derivatives tracking approximately 1,500 U.S. stocks and ETFs for eligible users in the European Economic Area and other approved markets, covering individual stocks such as Apple, Nvidia, Tesla, as well as gold and silver-related ETFs.The product can be traded starting from as low as $1 and supports 24/7 trading.

According to GMGN data, the top 5 tokens with net inflows of smart money in the past 24 hours are as follows:Remus (23e4....gme): Net inflow of $2,000, with a 24-hour increase of -36.3%, currently priced at $0.0005.PARKIFY (7Syw....ump): Net inflow of $2,000, with a 24-hour increase of -54.6%, currently priced at $0.0002.ALON (8XtR....5WS): Net inflow of $2,000, with a 24-hour increase of -44.7%, currently priced at $0.0046.QPT (AVH4....ump): Net inflow of $1,000, with a 24-hour increase of 1649%, currently priced at $0.0001.MAUS (BxUh....ump): Net inflow of $1,000, with a 24-hour increase of 2188.7%, currently priced at $0.0001.