agent

"1011 Insider Whale" agent Garrett Jin released a weekly analysis stating that he previously suggested gradually positioning in storage chips and buying on dips, but the market did not experience the expected pullback. He has sold half of the previously rebounded positions during the surge, not because the investment logic has changed, but because he noticed the funding structure driving the rise, stating, "This is more like a short squeeze rather than a final confirmation of the market fundamentals." Rapid capital replenishment of short positions can create short-term increases in stocks like SK Hynix, but cannot solely support a sustained trend. The risks of Korean leveraged ETFs have not been fully released, but the decline in asset scale mainly comes from net value shrinkage rather than investor exit. Currently, the cumulative net subscription of related financial products remains at historical highs and has not turned negative.Garrett Jin emphasized that the decline in the scale of Korean leveraged ETFs does not indicate a bearish outlook on storage demand. SK Hynix's 2026 capacity is already sold out, and Micron's orders are covered until 2028, with strong demand expected to continue until the second half of 2027. However, the storage industry is essentially a cyclical industry, and stock prices have already risen by hundreds of percentage points in advance. Cyclical stocks are usually difficult to sustain long-term growth through valuation expansion. The current market is entering a new phase of the AI capital expenditure cycle, shifting from "rewarding investment" to "evaluating investment returns." Regarding Bitcoin, Garrett Jin stated that it continues to meet the bottoming conditions since the low in July and maintains the position view established around $60,000.

Micron Technology stated to Deutsche Bank at the FMS 2026 conference that AI is reshaping the memory industry landscape, with the proportion of memory in the total value of systems rising from about 10% thirty years ago to nearly 50% currently, and this trend is accelerating. Currently, both DRAM and NAND are in a state of supply shortage. Due to the need for physical disassembly of systems for memory upgrades, the demand for memory in AI systems is more rigid, and price elasticity is lower than market expectations. The Strategic Customer Agreement (SCA) is expected to cover about 40% of sales, providing a price stability mechanism for both parties.Micron's management described the demand for CPU-side AI Agents as "pre-season warm-up," viewing it as a new pillar of growth outside the GPU ecosystem. For emerging technologies like SRAM, Micron believes their scalability is limited and cannot challenge the core position of HBM, with only about 5% of systems currently running such specific workloads. Deutsche Bank maintains a "Buy" rating, believing Micron has a unique advantage of "growth without sacrificing profits." During FMS, Sandisk and SK Hynix jointly released the first HBF technical specifications, but Micron believes that its actual value and commercialization prospects remain controversial.

MetaMask launched the self-custody wallet Agent Wallet on Thursday, allowing AI agents to execute on-chain transactions within user-defined limits, aimed at traders and developers using AI agents to monitor the market, identify opportunities, and autonomously execute trades. Users can set spending limits, approve specific protocols, choose risk settings, and select different levels of automation between Guard Mode and Beast Mode.Agent Wallet supports Claude Code, Codex, Cursor, OpenClaw, Hermes, OpenCode, as well as Hyperliquid and Ethereum Virtual Machine compatible networks. Agent Wallet supports gas abstraction, allowing users to pay network fees with the assets being transferred, without needing to hold the corresponding native tokens of the network. MetaMask stated that supported transactions will undergo transaction simulation, threat scanning, and smart trading MEV protection, and if qualifying transactions incur losses after passing security checks, they can receive up to $10,000 in Transaction Protection coverage per month.

BNB Chain announced a joint "Build the Era" Agent Marketplace hackathon with TermiX, Binance Pay, PancakeSwap, etc., aimed at building the official BNB Agent Studio marketplace, thereby facilitating the discovery, comparison, and hiring of over 200,000 Agents on BNB Chain.It is reported that TermiX is the leading Agent commercial clearing layer on BNB Chain, having received a $1 million investment from YZi Labs. In this hackathon, TermiX participates in supporting the construction of the official BNB Agent Studio marketplace on BNB Chain, helping developers create a discoverable, comparable, and hireable Agent marketplace.Recently, TermiX launched Agent.family based on AACP, focusing on enabling AI Agents to achieve secure on-chain job postings, bidding, delivery verification, and settlement, building a true infrastructure for the autonomous economy of Agents.

According to Business Wire, the AI agent infrastructure platform Sapiom has completed a $35 million Series A funding round, led by Dragonfly, with participation from Accel, Gradient, Coinbase Ventures, Operator Collective, Formus Capital, and VanEck Ventures. Existing investors Okta Ventures, Menlo Ventures, Anthropic, and Array Ventures continue to invest.Founded just 11 months ago, the company previously completed a $15 million seed round, bringing total funding to $50 million. Sapiom aims to eliminate infrastructure barriers for AI agents from demonstration to production environments. Sapiom simultaneously launched three products: Router, Agent Studio, and Runtime. Dragonfly managing partner Haseeb Qureshi will join the Sapiom board.

On August 5, 2026, BNB Chain officially launched the Build the Era open hackathon, aimed at individual developers and teams, soliciting proposals for building the best AI Agent trading market on the BNB Smart Chain. Currently, over 200,000 AI Agents based on the ERC-8004 standard have been registered on the BNB Smart Chain, accounting for about 60% of the total number of similar Agents across 26 networks, but there is a lack of a unified entry point for discovery, comparison, and invocation. This hackathon aims to fill this discoverability gap.The total prize pool for this hackathon exceeds $40,000, jointly provided by BNB Chain and ecosystem partners such as TermiX, PancakeSwap, AltLayer, and Altana. Among them, the champion of the main track from BNB Chain will receive a reward equivalent to 30,000 USDT and have the opportunity to be officially adopted as the trading market for BNB Agent Studio, incubated and operated as an independent product. TermiX has set aside a partner track prize of 10,000 USDT, PancakeSwap offers 1,000 CAKE, AltLayer provides the 8004scan Pro solution and AltLLM credits, and Altana offers 50,000 XP.The submission period for works is from August 5 to September 9, with the evaluation period from September 9 to 23, and the winners will be announced on November 5. BNB Chain reminds developers to build markets around four types of Agents: monitoring, grid trading, health factor management, and yield optimization, and suggests that the market should have cross-category coverage capabilities.

BNB Chain and the largest AI Agent cluster infrastructure on 0G, NeoSoul, announced a strategic partnership with the privacy identity network Billions Network, aimed at humans and AI Agents. Both parties will explore how authentication can help AI Agents participate more securely in the digital market.Billions provides identity technology for users and AI Agents while protecting personal information. NeoSoul develops Agents that can observe the market and take action within user constraints. The first phase of the collaboration will explore whether the systems of both parties can connect.Both parties will also investigate how users can maintain control when Agents act independently and assess the application of related capabilities in the BNB Chain and AI Agent market.Kaelan, co-founder of NeoSoul, stated, "AI Agents have begun making decisions on behalf of users, so user control has become even more important. Through this collaboration, NeoSoul and Billions will study how to use identity technology to allow users to retain control when Agents act independently."Evin McMullen, CEO and co-founder of Billions Network, stated, "As AI Agents take on more complex tasks, users need to know who is controlling the Agents and what the Agents can do. NeoSoul has experience in autonomous market decision-making for Agents. We look forward to exploring how to make the use of Agents safer through identity technology."

According to official news, Cloudflare announced the launch of Cloudflare Wallets, providing payment and identity infrastructure for AI Agents.Cloudflare stated that currently, when AI Agents attempt new APIs, they typically need to go through registration, login, payment, and API key generation processes designed for humans. This lack of stable identity and native payment capabilities makes it difficult for agents to autonomously explore and compare different services, limiting the development of agent commerce. The newly launched wallet system aims to address this issue, allowing AI Agents to more conveniently purchase APIs, content, and other digital services.Cloudflare Wallets will support two modes: Account Wallets and Virtual Wallets. Among them, Account Wallets are aimed at individual and business users, allowing them to recharge, manage funds, and allocate budgets for AI Agents; Virtual Wallets are specifically designed for AI Agents, operating through API keys and allowing users to set spending limits, whitelists, and single transaction caps as security rules, enabling agents to autonomously call APIs and purchase services within a controlled range.In addition, Cloudflare Wallets will support stablecoin storage, micropayments based on the x402 protocol, and will integrate with Cloudflare's previously launched Monetization Gateway, providing automated trading capabilities for websites and applications aimed at AI Agents.Cloudflare stated that the future internet will gradually form a new "agent economy" driven by AI Agents, where wallets, payments, and identity verification will become key infrastructure. Through the cloudflare.pay identity identifier, AI Agents can obtain a readable identity name, helping merchants identify their associated accounts and organizations while enhancing transaction transparency.Cloudflare claims it will continue to improve the agent commerce ecosystem, providing developers and businesses with the foundational tools to support AI Agents in autonomously purchasing, selling, and interacting, promoting the transition of the internet from a human-oriented service model to an agent-oriented automated market.

According to official news, Marvell Technology announced the launch of a new generation of memory solution portfolio for AI infrastructure, covering server-level AI storage, rack-level CXL memory expansion and pooling, as well as multi-rack optical interconnect shared memory, aimed at addressing the growing memory capacity and bandwidth bottlenecks in Agentic AI inference processes.Marvell stated that as AI model sizes increase, context windows extend, and KV Cache demand grows, traditional tightly coupled architectures of computing and memory are limiting AI inference efficiency. Through memory disaggregation, memory resources can be made more independent of computing resource expansion, improving GPU utilization and reducing data movement latency. The products released include:Bravera SC6 PCIe 6.0 SSD controller: Designed for AI inference storage scenarios, it helps cloud service providers migrate more KV Cache to high-performance SSDs, enhancing infrastructure efficiency. This product features an architecture compatible with multi-vendor NAND and is expected to begin sampling in the fourth quarter of 2026.Marvell Structera X memory expansion solution: Based on CXL technology, it supports rack-level memory expansion and resource pooling, helping data centers share and allocate memory resources more flexibly, reducing AI infrastructure costs.Marvell Photonic Fabric optical interconnect memory solution: Constructs a shared memory architecture across multiple racks using optical interconnect technology, supporting up to 32TB warm KV Cache offloading and helping AI inference clusters enhance throughput capacity.Marvell stated that the Photonic Fabric solution can achieve a 2 to 3 times increase in Token throughput under existing data center space and power consumption constraints, supporting larger scale models and longer context AI applications.Marvell executive Will Chu stated that AI infrastructure is transitioning from a single server architecture to a system where computing, memory, and connectivity operate in synergy, and in the future, memory needs to expand more independently to enhance resource utilization and Token efficiency.As the demand for AI Agents and large model inference continues to grow, memory capacity, bandwidth, and data transfer efficiency are becoming new focal points of competition in AI infrastructure, following computing power.

An FBI agent, Patrick Yaroch, was arrested last Friday for allegedly stealing approximately $1 million in cryptocurrency from "hostile crypto accounts." According to the submitted affidavit, Yaroch is suspected of transferring the relevant assets starting from late 2024 or early 2025. Yaroch told investigators that he discovered some keys that allowed him to transfer funds from the digital wallet to himself. He expressed frustration at being unable to further prevent personnel related to "hostile nations" from using cryptocurrency and made about a dozen transfers.Department of Justice documents show that Yaroch admitted to a Department of Justice employee that he had "made some very bad decisions" regarding issues related to crypto wallets. In another interview with federal agents, he also acknowledged that he had "screwed up." Yaroch was previously a supervisory special agent in the FBI's Counterintelligence and Espionage Division and had earlier served in the FBI's Boston field office. The FBI terminated him on July 31. The investigation also indicated that Yaroch mixed personal funds with cryptocurrency assets and had used ChatGPT to inquire about how to handle these funds, including how to spend or invest $1 million and whether to leave the United States for a country in Europe.

Former Alibaba Vice President of Technology and Lepton AI founder Jia Yangqing announced the establishment of a new company, Intent Lab, and launched the autonomous Agent team "Fleet," aimed at directly transforming users' natural language requirements into software systems ready for production environments.According to reports, users only need to describe their development intent, and Fleet can complete the entire process from system architecture design, code development, infrastructure deployment, to testing, quality validation, and performance optimization. The goal is not just to generate code, but to deliver runnable production-grade software.It is reported that Intent Lab has simultaneously showcased several early achievements, including the GLM-5.2 inference engine, one-time database creation, and a fully validated Agent file system.

According to Jinshi reports, OpenAI is preparing to release a new series of models, tentatively named "Astra," which will enhance its capabilities in completing long-term tasks.OpenAI founder Altman showcased Astra to policymakers and regulators in Washington this week, promoting its ability to enable multiple agents to collaborate over the long term to solve particularly difficult problems. It is currently unclear when OpenAI plans to release this model.

The TRON community held its 67th core developer meeting, focusing on synchronizing the progress of the GreatVoyage-v4.8.2 (Pyrrho) upgrade.Currently, 19 super representatives have completed the upgrade, and the network is running smoothly. Community nodes are advised to complete the update by August 16 at 23:59. The meeting also discussed proposals to simultaneously enable related network parameters to accommodate the upgrade features of Ethereum Prague and Osaka, with specific creation and activation times to be determined in future meetings.In addition, the TRON Solidity Compiler v0.8.28 has been officially released, further enhancing support for TRX, TRC-10 assets, resource delegation, and voting, while being compatible with Ethereum Solidity v0.8.28.The new version of wallet-cli introduces a TypeScript architecture and provides a dual output mode for AI Agent workflows aimed at machines and developers.

GEOX is a generative engine optimization (GEO) platform that accurately shows users how AI engines mention a particular brand.GEOX monitors the mentions, rankings, citations, and descriptions of clients' brands across 10 leading AI engines (including Claude, ChatGPT, Gemini, Grok, DeepSeek, Qwen, Kimi, etc.) and transforms thousands of answers into clear, actionable trends.GEOX Agent's pricing on Agent.family is divided into three tiers: $5, $10, and $20, and Agents can pay directly to access the services. Agent.family is TermiX's agent marketplace, where Agents can hire each other and form business collaborations.Currently, there are over 3000 Agents registered on Agent.family, handling more than 12000 Agent Jobs, with a total transaction volume exceeding 770,000 USD. It is reported that TermiX is the commercial clearing layer for Agents in the BNB Chain ecosystem and has received a $1 million investment from YZi Labs.

GEO service provider GEOX has officially joined the TermiX intelligent agent market Agent.family.GEOX is a generative engine optimization (GEO) platform that accurately shows users how AI engines mention a particular brand. GEOX monitors the mentions, rankings, citations, and descriptions of clients' brands across 10 leading AI engines (including Claude, ChatGPT, Gemini, Grok, DeepSeek, Qwen, Kimi, etc.) and transforms thousands of answers into clear, actionable trends.GEOX Agent's offerings on Agent.family are divided into three tiers: $5, $10, and $20, and agents can pay directly to access the services. Agent.family is TermiX's intelligent agent market where agents can hire each other and form business collaborations. Currently, there are over 3,000 agents on Agent.family, handling more than 12,000 agent jobs, with a total transaction volume exceeding $770,000.It is reported that TermiX is the agent business clearing layer of the BNB Chain ecosystem and has received a $1 million investment from YZi Labs.

AI Agent Security Tool V12 announces the completion of a $10 million seed round financing, led by Electric Capital, with participation from ZachXBT, samczsun, Walden Yan, and others.Previously, V12 independently discovered a major vulnerability in a primary blockchain, which involved a risk of over $100 million in funds. The team thus received a $2.5 million bug bounty, the largest single bounty obtained by an AI agent. The team stated that their goal is to build a "cyber nuclear weapon"—an AI system capable of finding all vulnerabilities in a system, focusing on white-box code audits rather than black-box penetration testing, believing that the bug bounty system will disappear in the AI era, and the only solution is to eliminate vulnerabilities before the code goes live.V12 stated that the cryptocurrency industry is one of its key application scenarios. The team previously established the blockchain security company Zellic, completing over 1,500 security reviews and participating in multiple vulnerability research projects.

According to South Korean media Daum, the Financial Services Commission (FSC) of South Korea has announced that it has completed the draft of the "Digital Asset Framework Bill." Currently, only a few matters remain to be coordinated, and as the agenda for the second half of the year is determined by the South Korean National Assembly, efforts will be made to expedite the legislative process.It is reported that South Korea is considering including legal provisions related to AI Agent payments in the "Digital Asset Framework Bill" to address the trend of AI becoming a subject of small and high-frequency payments in the future. It is suggested to provide legal authorization for regulatory frameworks, including establishing customer identity verification (KYC) for AI Agent payments, defining payment responsibilities, foreign exchange declaration for cross-border transactions, and programmable payment standards.