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According to Onchain Lens monitoring, Circle (7VHU...4BmE) has minted another 500 million USDC on Solana, bringing the total amount of USDC minted on Solana in 2026 to 70.01 billion.

According to monitoring by Lookonchain, a newly created wallet deposited 5 million USDC into Hyperliquid and went long on 194,175 shares of CXMT (worth 1.38 million USD) with 2x leverage, with a liquidation price of 4 USD.

The international authoritative consulting agency IDC released the "2025 China AI Programming Market Share Report." The report shows that the scale of China's AI programming market will reach 399 million yuan in 2025, and it is expected to grow rapidly to 1.173 billion yuan by the end of 2026.In terms of market competition, Alibaba ranks first with a market share of 47.6% thanks to its core AI programming product Qoder, a figure that exceeds the combined market shares of the second to fifth ranked companies.IDC analysts pointed out that AI Coding is evolving from a mere "code generation tool" into a "software productivity platform" that covers the entire software lifecycle. Currently, Alibaba's Qoder product line has served hundreds of thousands of enterprises including China FAW, CITIC Securities, and AsiaInfo Technologies, with over 5 million users globally.

According to on-chain analysis platform Lookonchain, a newly created wallet address deposited $10 million USDC into Hyperliquid and then established a short position on CXMT, with the specific holdings as follows:• Opened position: 1x short of 514,357 CXMT, valued at approximately $3.8 million • Pending order for additional position: limit short order of 490,000 CXMT (approximately $4.17 million), with the trigger price range set between $8 and $9.

According to Onchain Lens monitoring, a whale address has borrowed 2 million USDC again on Hyperlend. Currently, the address has 742,130 WHYPE as collateral, with the collateral value approximately 50.66 million USD, corresponding to a total borrowing of 17.73 million USDC.

Digital asset management company CoinShares stated that Open USD directly challenges Circle by generating revenue from the distribution of stablecoin reserves to partners, undermining the distribution economic model of USDC.Open USD consists of over 140 companies, including BlackRock, Coinbase, Mastercard, Stripe, and Visa. The stablecoin is expected to launch in the second half of 2026. CoinShares noted that despite the competitive pressure posed by Open USD, the existing liquidity and integration foundation of USDC may be difficult for new entrants to replicate.

According to on-chain analyst Onchain Lens (@OnchainLens), wallet address 0xf29 deposited 5 million USDC into Hyperliquid and placed a TWAP order to open a $CXMT short position with 1x leverage, which is currently increasing.

According to GMGN data, the top 5 tokens with net inflow of smart money in the past 24 hours are as follows:WORLDCUP (33eu....ump): Net inflow of $3,000, with a 24-hour increase of -17.6%, currently priced at $0.0013.rollie (GFmy....ump): Net inflow of $2,000, with a 24-hour increase of 1669.9%, currently priced at $0.0001.csdncijsnd (HHm9....ump): Net inflow of $1,000, with a 24-hour increase of 1093.1%, currently priced at $0.0001.freg (7rfQ....ump): Net inflow of $935, with a 24-hour increase of 671.1%, currently priced at $0.0001.COMPUTE (Hvf6....ump): Net inflow of $745, with a 24-hour increase of 1025.9%, currently priced at $0.0001.

According to monitoring by Onchain Lens, Circle has once again issued approximately 750 million USDC on Solana, bringing the total issuance of USDC on Solana to about 69.01 billion by 2026.

Coinbase launched a high-yield USDC lending tier with an annualized rate of about 7.02% a few days after the 7% yield campaign on Robinhood Earn, which is approximately double its standard tier of 3.63%. Both are routed through the decentralized lending protocol Morpho, which has a total value locked (TVL) of $7.11 billion, curated by Steakhouse Financial. However, according to analysis from the account Pink Brains, there are essential differences in the yield structures.Robinhood's 7% is composed of borrower interest, USDG treasury reserve earnings, and subsidies distributed through Merkl. The subsidies cover the gap between organic earnings and the 7% target, with organic earnings actually around 3% in the middle range, meaning about half is from subsidies. Coinbase, on the other hand, circulates funds by lending Ethena USDe to the marginal funding rate of perpetual contracts, further layering MORPHO token rewards, with no fixed cap but also no guaranteed minimum.Pink Brains pointed out that Coinbase's blended yield including rewards has dropped to 4.44%. Robinhood's subsidy commitment lasts for one year, betting on organic earnings rising with new lending demand; Coinbase's activity is unofficially estimated to last until mid-September.

According to CoinPost, JCB has reached a partnership with a Circle affiliate, planning to test USDC payments at a store in Tokyo that attracts many foreign tourists within the year and evaluate the promotion to more franchise merchants.The pilot aims to reduce the currency exchange process for tourists and lower payment transaction fees. JCB has previously tested USDC and JPYC offline payments with Digital Garage, Resona Holdings, and others; Japan has also accelerated stablecoin merchant payment trials recently, including Lawson's plan to test JPYC in-store settlements in August.

According to The Block, Mizuho Bank analysts pointed out that Circle has received approval from the Office of the Comptroller of the Currency (OCC) to establish a national trust bank. While this helps enhance its compliance reputation, it is not enough to address the current core pressures—namely, the continuous shrinkage of USDC's market value and the increasingly fierce competition from Open USD, which still poses a significant drag on the $CRCL stock price.

According to monitoring by Onchain Lens, Circle (7VHU...4BmE) has minted approximately 750 million USDC on Solana again, with a total of about 68.26 billion USDC minted on Solana by 2026.

Token Terminal data shows that despite a cumulative decline of about 42% in the overall total locked value (TVL) of DeFi over the past 365 days, the USDC deposit scale on the lending protocol Morpho has grown by about 86%, reaching approximately $2.8 billion.The data indicates that amidst the overall slowdown in DeFi growth, funds continue to flow into on-chain lending protocols represented by Morpho, reflecting that the market demand for USDC yield-bearing lending products remains strong.

Token Pocket's Chief Business Officer Michael stated that the mnemonic phrase of the Robinhood founder was leaked during a live broadcast. After hackers gained control of the address, they used that address and associated addresses to buy a large amount of the Meme coin at $1, prompting thousands of investors to follow suit, rapidly increasing the market value of the token from about $500,000 to $14 million in a short period.Subsequently, the price of the $1 token fell sharply, with a trading volume of about $20 million within just two hours. After the related addresses were frozen, the hackers quickly moved to the BNB Chain (BSC), using that address and its associated addresses to issue new tokens, and created trading hype through self-buying and selling, ultimately executing a sell-off to cash out. Robinhood's RPC has frozen that address, and nodes do not allow transactions sent from that address to be packaged, so transfers and trades cannot be conducted.

According to Onchain Lens monitoring, Circle minted 250 million USDC on the Solana chain approximately 6 hours ago and another 250 million USDC about 13 hours ago, totaling 500 million.Since 2026, Circle has cumulatively minted approximately 67.51 billion USDC on the Solana chain.

According to official news, Circle announced the open-source Agent Stack startup kit, allowing developers to integrate wallets, USDC payments, and on-chain operations into AI Agents, supporting mainstream AI Agent development frameworks such as OpenAI Agents SDK, Anthropic Agent SDK, LangChain Deep Agents, Mastra, Vercel AI SDK, and Google ADK.Circle stated that developers can directly clone example projects based on the framework they are using and start building AI Agent applications.

According to Whale Alert, the issuer of USDC, USDC Treasury, minted 250,000,000 USDC on the Solana blockchain at 22:54, corresponding to approximately 250 million USD.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 19:00 titled "Oil Mutation Night: Ceasefire Collapsed, US Bombed Iran, What Trading Opportunities Are Hidden Behind the Surge in Oil Prices?" At that time, crypto KOLs such as 0xJoker, Dada Dada Dada, OxPink, and Huabai Blockchain will be invited to attend and engage in an in-depth discussion on the escalation of the Middle East situation, the drastic fluctuations in international oil prices, and their impact on global risk assets.