entry

According to Catcher Predict monitoring, in the Polymarket event "Manchester City vs Coventry," the "Over" option for the sub-market "Second Half O/U 0.5" experienced a sharp fluctuation in winning probability, soaring from 68% an hour ago to the current 88.5% (a fluctuation of 20.5%). Please note the impact of related breaking news.

According to DIGITIMES, at the Semicon Network Summit 2026, industry representatives pointed out that the bottleneck in the silicon photonics industry has shifted from materials to packaging precision and heterogeneous integration. Marvell's CTO stated that copper interconnects are nearing their physical limits, and end-to-end optical interconnects are inevitable.TNO/Holst Centre pointed out that the real challenge for CPO is integrating optical materials such as LiNbO3 and InP with the CMOS platform. TSIA indicated that the packaging stage now requires micron-level fiber alignment precision, and Taiwan has a globally leading advantage in the chip and packaging fields. TNO further noted that panel-level packaging is a key opportunity for Taiwan, leveraging large-size glass substrate processing experience to support the large-scale demand for optical interconnects in data centers, but there are still technical gaps in equipment such as Chip-to-Wafer bonding. Marvell stated that its reliance on the Taiwanese supply chain for silicon photonic chips is increasing.

According to Arkham blockchain data, wallets associated with the North Korean state-sponsored hacking organization Lazarus Group have sold over $30 million in Bitcoin on the decentralized perpetual contract trading platform Hyperliquid in the past three weeks, using the proceeds to purchase Ethereum and Solana, which were then transferred to centralized exchanges such as Kraken, LBank, and KuCoin. Kraken responded that it maintains an industry-leading compliance program, continuously monitoring on-chain activities to identify and block assets related to sanctioned wallets; LBank and KuCoin stated that the associated risks are a continuing challenge faced by the industry as a whole and emphasized that publicly available on-chain data may not reflect compliance measures at the platform level.At this time, the Trump administration is exploring ways to incorporate Hyperliquid into the regulated U.S. financial system. Trump stated earlier this month at a White House event that the chairman of the Commodity Futures Trading Commission, Mike Selig, is developing a path to bring Hyperliquid into the U.S. in a fully compliant and legal manner. According to Bloomberg, Kraken's parent company Payward is in deep negotiations with Hyperliquid Labs to offer perpetual contracts to U.S. traders.Hyperliquid is the leading platform in the decentralized perpetual contract space, allowing users to trade directly from their crypto wallets without the need for traditional brokerage accounts or KYC checks. According to DefiLlama data, its cumulative perpetual contract trading volume has exceeded $5 trillion, with current open contracts of approximately $13.3 billion.

The DeFi lending protocol Venus Protocol has launched the Liquidity Hub, aimed at establishing a unified capital allocation layer for the Venus ecosystem. Users only need to deposit one type of asset to receive the corresponding Hub Token. The Liquidity Hub will automatically seek better APY combinations based on different market yield opportunities and allocate funds to products such as Core, Flux, and Fixed-Rate Vaults, without requiring users to manually manage positions across multiple products.The Liquidity Hub is not a new lending market but a unified liquidity entry built on top of Venus's existing products. Capital allocation, rebalancing, and the flow of underlying assets are all recorded on-chain, maintaining openness, transparency, and verifiability. Currently, Liquidity Hub v1 has been deployed on the BNB Chain, and in the future, it will connect to more lending markets, institutional yield products, and new sources of yield.

According to AI Aunt (@ai_9684xtpa), "Set 10 big goals first" has stopped losses and exited the market. The additional short positions added by the relevant account have all been closed; thus, the total of the three trades after this "comeback" is in a loss state, but it is just a profit withdrawal (it was previously disclosed that the total profit was around 70 million USD).In terms of specific gains and losses, the long position made a profit of 20 million USD; the first short position incurred a loss of 6.283 million USD; the first half of the second short position had a certain loss of 10.158 million USD, while the loss amount for the second half is unknown, expected to be around 9 million USD.

Grayscale's research director Zach Pandl stated that investors are generally advised against trying to time the market, but from the perspectives of structural adoption trends, market cycles, and macro risks, the current Bitcoin price may provide a favorable entry point for long-term investors. Grayscale believes that the continued growth of government debt, the expansion of blockchain technology applications in the financial services sector, and intergenerational changes in portfolio construction indicate that the long-term adoption trend of Bitcoin remains solid.Currently, this round of Bitcoin bear market has lasted about 10 months, while previous bear markets typically lasted 11 to 12 months, suggesting that the market may have entered the later stages of the bear market. The macro environment remains the main source of uncertainty. If the Federal Reserve raises interest rates in the near future, Bitcoin may decline further; if there are no rate hikes, the market may have already reached its bottom. Grayscale stated that structural adoption, cyclical positioning, and the overall macro outlook are currently relatively favorable, but future performance remains uncertain.

The decentralized AI infrastructure DeAgentAI has announced that its brand new official website is now live. Along with the website, the AI Agent hosting platform has been launched, dedicated to providing long-term underlying support for the construction, deployment, and permanent hosting of agents. As the first demonstration application of this platform, Sentry has also been launched, capable of achieving round-the-clock strategy monitoring, covering all 308 targets on Hyperliquid (including cryptocurrencies, stocks, and commodities), and relying on underlying trusted infrastructure to convert market insights into objective, emotion-free automated strategy execution.DeAgentAI stated that Sentry is just the first step in the platform's implementation, and more vertical scenario AI Agents will continue to be built and hosted on this platform. Meanwhile, with the comprehensive rollout of the AI Agent platform, Sentry, and enterprise solutions, DeAgentAI has officially launched a programmatic normalization buyback and destruction mechanism for $AIA based on real protocol revenue, promoting token deflation and value capture through actual business growth, continuously feeding back the long-term value of $AIA.

A spokesperson for Nvidia (NVDA.O) responded to market rumors about its accelerated entry into the telecommunications operator market and its search for base station manufacturer partnerships in China, stating that the report is unfounded and the description is inaccurate.Previously, there were reports that Shenzhen Jiaxian Communication Co., Ltd. was involved in the collaborative development of Nvidia's 6GAI-RAN base stations.

According to Jinshi reports, the Huludao Maritime Safety Administration issued a navigation warning. From 8:00 to 14:00 on August 4, military exercises will be conducted in certain waters of the Bohai Sea, and entry is prohibited.

According to on-chain analyst Ai Yi (@ai_9684xtpa), with the strong rebound in the storage sector, the whale that previously bet $31 million bullishly after the Hynix earnings report has reversed from an unrealized loss of $3.13 million to an unrealized gain of $2.01 million, with an entry price of $981.59, during which SKHX fell to a low of $897.43.

CryptoQuant data shows that the fund flow of USDC on exchanges has shifted back to net inflow after experiencing over two months of net outflow.This change may indicate that the purchasing power of U.S. funds is re-entering the cryptocurrency market.

According to the Bitwise "Q3 2026 Staking Report," Q2 2026 presents a divergent pattern of "increased on-chain activity and decreased fee revenue," with the core driving factor being various protocols actively reducing block space costs.In terms of core data across chains, Ethereum's active staking volume reached a historic high of 40.2 million ETH (accounting for 33% of the total supply), while network revenue decreased by 51% year-on-year to $64 million, although it rebounded in ETH terms quarter-on-quarter; Solana's Q2 Real Economic Value (REV) dropped to $51 million, significantly down from the peak of $812 million in Q1 2025, but non-voting transaction volume reached 9.8 billion, maintaining resilience in on-chain activity; Hyperliquid's Q2 total protocol revenue was $174.8 million, with perpetual contract trading volume reaching $65.2 billion, and the proportion of non-crypto assets (commodities, stock indices, etc.) rose to 32%; Avalanche C chain's transaction volume grew approximately fourfold year-on-year to 236 million transactions, but network revenue plummeted due to a significant drop in fees, leaving only $330,000; NEAR saw a dramatic 75% drop in on-chain transaction volume to 77.7 million transactions due to the collapse of Kai-Ching application activity, but the Intents execution layer generated fees approximately 68 times that of the base chain.In terms of institutional adoption, BlackRock launched an Ethereum staking ETF (ETHB), Coinbase and Circle each staked 500,000 HYPE, and Bitwise, 21Shares, and Grayscale successively launched HYPE spot ETFs. Additionally, the stablecoin payment chain Tempo, incubated by Stripe and Paradigm, processed $386 million in transfers in its first quarter, while the global payroll platform Deel distributed approximately $30 million to 7,200 contractors through this chain.

According to ValidatorQueue data, the current Ethereum validator entry queue size is 2,499,792 ETH, with an expected waiting time of 43 days and 10 hours; in contrast, the exit queue has dropped to 0, and the exit waiting time shows as 0 minutes, but complete withdrawal of funds after exiting still takes about 7.7 days.Data shows that the current number of active Ethereum validators is 883,724, with a total staked amount of approximately 40.8 million ETH, accounting for 33.49% of the total supply, and the current staking APR is 2.64%.

According to official news, the AI Agent underlying infrastructure project B.AI has landed on the popular recommendation section of the Binance wallet. Global users can easily find and access B.AI by opening the Binance wallet and navigating to [Discover - DApp - Tools], experiencing its cutting-edge AI capabilities. B.AI is committed to providing developers and ecosystem users with an efficient, convenient, and barrier-free platform for building and applying AI agents. This launch on the Binance wallet recommendation section will enable B.AI to reach a broader Web3 community, further promoting the integration and scalable application of AI and decentralized technology.

According to Cointelegraph, MidChains CEO Basil Al Askari stated that sovereign wealth funds are accumulating spot Bitcoin, indicating that the current price levels are attractive to institutional investors. Al Askari confirmed that at least one sovereign wealth fund has been accumulating Bitcoin, and a second one may join in the coming weeks. Global sovereign wealth funds control over $13 trillion in assets, and Al Askari mentioned that the current low price is seen as "an opportunity window for large funds to enter."