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According to a16z crypto, the monthly spending on crypto payment cards has grown from a niche scale to $759 million. These cards allow users to pay with cryptocurrency in all scenarios that support traditional card organizations, with stablecoins converted to local currency at the point of sale, making it no different for merchants than regular card transactions.As of July 31, looking at the spending composition from various card programs, RedotPay has long held the majority share, while EtherFi, KAST, Karta, and others have gradually increased their share since the end of 2025. a16z crypto states that crypto cardholders do not need traditional bank accounts and can deposit stablecoins with the issuer or hold them directly through self-custody. These cards have expanded global users' access to dollar accounts and provided a convenient spending method for stablecoin holders.

Bloomberg data shows that Asian companies raised over $83 billion through IPOs, private placements, and block trades in July, setting a record for the highest monthly total. Among them, South Korean chip giant SK Hynix raised $26.5 billion through its U.S. listing, becoming the largest financing project.In August, Asian stock financing activities remained active, with the Indian government selling shares of state-owned insurance giant LIC, raising $3.3 billion. Cathy Zhang, head of Morgan Stanley's Asia-Pacific ECM, stated, "We remain optimistic about the capital market outlook for the second half of this year, especially in Hong Kong, mainland China, and Taiwan." She expects multiple transactions exceeding $1 billion to be initiated in the coming months, primarily focused on consumer internet, industrial technology, and AI-related fields.

According to monitoring by Catcher Predict, in the Polymarket event "Baltimore Orioles vs. Texas Rangers," the "Over" option in the sub-market "O/U 4.5" has experienced a dramatic fluctuation in win probability, dropping from 72% an hour ago to the current 15.5% (a fluctuation of 56.5%). Please note the impact of related breaking news.

According to Lookonchain monitoring, a newly created address received 1,346 BTC from GalaxyDigital, worth 87.28 million USD.

According to on-chain analyst Yu Jin's monitoring, the Hyperliquid development team HyperLabs redeemed 433,000 HYPE from staking early yesterday morning, worth $24.25 million, and has now sold it through the market maker Flowdesk.In the past few hours, 165,000 HYPE, worth $9.23 million, has been transferred to the market maker Flowdesk; 75,000 HYPE, worth $4.19 million, has been transferred to Hyperliquid and sold for USDC; another 90,000 HYPE, worth $5.04 million, has been transferred to OKX and Bybit.

According to a post by Galaxy Research, as of now, approximately 1719 BTC have been confirmed stolen in the Coldcard hardware wallet vulnerability attack, valued at around 111 million USD. Several other transactions are still under verification, and the total loss is expected to exceed 130 million USD. If the unverified portion is ultimately confirmed, the scale of theft could reach over 2300 BTC. In addition, collaborating researchers have received reports from more than 250 victims. Based on the loss situation from the first three waves, most victims are ordinary Bitcoin holders rather than whales.Galaxy Research stated that it is currently tracking over 25 independent attack patterns, including the previous first to third waves, indicating that multiple different threat actors are actively exploiting the vulnerability. All addresses corresponding to the stolen coins were created after the affected firmware was released on March 17, 2021. There is currently no evidence that the vulnerability affects other signing devices or wallets outside of the Coldcard Mk3, Mk4, Mk5, and Q series firmware released after that date.

Bitcoin News posted on the X platform that BTCPay Server stated a serious vulnerability is being actively exploited, which may lead to financial loss. Users should immediately update to BTCPay Server v2.4.2; users who cannot update immediately should shut down their BTCPay Server until the update can be installed to prevent unauthorized access.

The U.S. Commodity Futures Trading Commission (CFTC) has issued a warning about the risks of American odds in prediction markets.

Wall Street Journal reporter Nick Timiraos stated that for the Federal Reserve, the July employment report will be a difficult data set to interpret. New evidence that the labor market has not re-accelerated may weaken the urgency for a rate hike next month, but this still depends on better inflation data.The decline in the unemployment rate will continue to keep the market focused on inflation data. Whether price pressures are rising or falling will determine if more officials conclude that they cannot maintain their inflation target forecasts with interest rates unchanged. A moderate inflation report will strengthen the rationale for keeping rates unchanged (as two consecutive months of moderate data begin to show a trend rather than noise). Conversely, strong data would call the forecasts into question again and give officials opposing a rate hike the opportunity to seek a fourth vote in favor.

The Financial Services Agency of Japan announced personnel appointments. As part of an organizational restructuring, the agency has established a new "Department of Crypto Assets and Stablecoins," specifically responsible for regulating crypto assets and stablecoins. Toshiaki Adomi has been appointed as the first section chief.Toshiaki Adomi graduated from Osaka University Faculty of Law in 2002 and then joined the Financial Services Agency. He later obtained a Master of Business Administration from the University of Birmingham in the UK and a Master of Laws from the London School of Economics. He has held positions in bank supervision and policy coordination, and from July 2025, he will serve as a councilor in the Comprehensive Policy Bureau. Until August 1, 2026, he served as the councilor overseeing postal savings and insurance supervision.

PPP prediction market tool monitoring shows that before the non-farm data release, the probability of "Federal Reserve raising interest rates by 25 basis points in September" on Polymarket has risen to 48%, up 5% in 24 hours, and up 24% for the month; the probability of maintaining the interest rate unchanged in September has fallen to 49%, down 21% for the month.The U.S. July non-farm payroll report will be released today at 20:30 Beijing time, with Wall Street institutions predicting a data range from 18,000 to 83,000, showing significant divergence. Market participants believe that if the final data significantly deviates from expectations, there could be severe fluctuations in the stock, bond, and dollar markets. The unemployment rate remains a core variable of concern for the Federal Reserve. Bank of America economist Aditya Bhave pointed out that if the data shows "everything is safe" in the labor market, the Federal Reserve may raise interest rates up to three times this year, but the federal funds futures market is currently only pricing in one rate hike for the year.

The U.S. Securities and Exchange Commission (SEC) documents show that Alphabet (GOOG.O) reported holding 551.2 million shares of Class A stock in SpaceX (SPCX.O).

According to Gate market data, Microchip Technology rose 9% in pre-market trading as the company forecasted that both revenue and profit for the second quarter would exceed expectations.

B.AI welcomes several major updates this week. In terms of benefits, new users can log in with Bitget Wallet, Binance Wallet, or imToken Wallet to instantly receive 1 million free Credits; logging in with an invitation code grants an additional 300,000, with a maximum cumulative total of 1.3 million when combined with the exclusive wallet login gift. Referrers also enjoy permanent rebates on friend deposits and subscriptions. Recharge discounts are released simultaneously, with a 1:1 equivalent quota gift exclusive to the BNB Chain channel, while various other payment methods enjoy a 1:0.5 rebate, with a maximum of $100 worth of points available per user.On the model side, there is another breakthrough, as the "Self-selected Service Provider" lineup is significantly expanded this week, adding the Nebula channel and launching historic calling discounts as low as 10%; at the same time, Alibaba's Tongyi Qianwen flagship model Qwen3.8-Max officially lands on the platform, now open for a limited-time free experience. Currently, the self-selected mode has fully covered global mainstream large model series such as Claude, GPT, and Gemini, combined with recharge gifts and multiple discount tiers, continuously releasing extreme computing power cost-effectiveness for global developers and enterprise users.

A Bitcoin wallet that has not been used since 2011 transferred approximately 49.97 BTC, worth about 3.2 million dollars at current prices.

Japanese Bitcoin treasury company Remixpoint released a performance announcement for its cryptocurrency operations. As of July 31, 2026, the company's Bitcoin lending principal amounted to approximately 1,501.27 BTC, with a total borrowing fee of about 12.44 BTC, approximately 133 million yen, accumulated from February to July.In addition, it has staked approximately 901.45 ETH and about 13,920 SOL, with total staking rewards amounting to approximately 28.89 million yen.

According to The New York Times, Chinese AI models are rapidly gaining popularity in the African developer community due to their low cost, open-source customization, and better handling of local languages, while leading American models like OpenAI and Anthropic are primarily closed-source and paid. Ugandan developer Ernest Mwebaze chose Alibaba's model over Meta or Google products when building a multilingual AI system called Sunflower aimed at local languages, which is now widely used by local farmers to obtain weather and planting information.The report states that similar adoption trends are spreading in countries like Kenya, Nigeria, and Ghana, covering multiple fields such as law, education, and business services. Chinese open-source models (such as DeepSeek and Qianwen) allow for free download and modification, while leading American models are often closed-source and paid, creating significant cost and accessibility differences in middle- and low-income countries. Industry insiders point out that the rapid penetration of Chinese AI in Africa is bringing long-term competitive pressure to American AI giants.

According to Reuters, Alibaba plans to require its next-generation Qwen open-source AI model's heavy commercial users to share a portion of their revenue with it. This initiative is similar to the approach taken by Moonlight Dark Side with Kimi K3: the licensing terms for Kimi K3 stipulate that if the model is sold as a service and the annual revenue exceeds $20 million, a commercial agreement must be negotiated with Moonlight Dark Side, with reports suggesting a revenue-sharing ratio of up to 30%. The specific revenue-sharing ratio for Alibaba is still under discussion.The report points out that such revenue-sharing agreements have gradually taken shape between Chinese AI companies and American cloud platforms. Several American cloud providers, including DigitalOcean, have signed commercial agreements with Moonlight Dark Side. In terms of pricing, the input/output token price for Kimi K3 is about one-third that of the Anthropic Fable model. Additionally, Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, has also joined the open-source camp and released its first open-source model last month. This move signifies that Chinese AI companies are exploring sustainable commercialization paths on open-source models through a "free open-source + commercial charging" freemium model.