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Famous gold bull and Bitcoin bear Peter Schiff posted that he is skeptical about today's sharp rise in MSTR, which he believes is primarily driven by short covering, and reiterated his "death spiral" argument.Even though Bitcoin's temporary rebound has slightly extended the survival period of Strategy, his long-term bearish stance remains unchanged.

Mediterranean Shipping Company (MSC) has suspended its Black Sea route service to Russia due to a drone attack.

According to Bloomberg, Chinese artificial intelligence company Z.AI (Zhìpǔ) has confirmed that the mysterious artificial intelligence model Ox Alpha, which has rapidly risen to the top of online usage rankings, is a new iteration of its GLM series.The company stated in response to a Bloomberg News inquiry that it will release the model weights for Ox Alpha tonight.

JPMorgan reiterated its "overweight" rating on SpaceX (SPCX.O) and a target price of $240, citing increasing confidence in the prospects of Grok artificial intelligence. The firm highlighted SpaceX's acquisition of Cursor, which reportedly has an annual recurring revenue (ARR) of about $4 billion, with 75% coming from enterprise business.JPMorgan expects that Cursor will enhance SpaceX's enterprise artificial intelligence strategy, model training data, and the performance of Grok.

According to informed sources, the artificial intelligence company Anthropic plans to bring Citigroup into its main underwriting syndicate for its initial public offering. If it goes ahead, Citigroup will join Morgan Stanley, Goldman Sachs, and JPMorgan Chase in a core underwriting role. Anthropic may submit its listing application to regulators as early as the end of this month.

According to The Block, Benchmark analysts reiterated their buy rating on the tokenized company Securitize ($SECZ), while lowering its target price from $16 to $10, believing that the company's approximately 29% two-day decline after its first public earnings report was an overreaction.Securitize disclosed a 5% decline in revenue in its first earnings report as a public company and recorded an adjusted EBITDA loss, while also lowering its full-year outlook. Analysts pointed out that despite the short-term performance pressure, they still maintain a positive outlook on its long-term tokenization business prospects, thus maintaining the buy rating.

The Federal Reserve's Harker reiterated that interest rates must be raised now, and the labor market is stable.

The Solana ecosystem lending protocol Jupiter launched Lend v2 on Monday, allowing deposit and borrowing positions to simultaneously act as trading liquidity, enabling users to earn lending interest and exchange fee sharing from the same funds.This product introduces optional Smart Collateral and Smart Debt features, which automatically pair assets to correlated liquidity pools. When traders route exchanges through these pools, deposit users' yields can be enhanced, and borrowing costs can be offset.In correlated pools, even if one stablecoin depegs, borrowers are still protected; however, collateral providers will bear the losses of any asset. Jupiter limits this design to stablecoin trading pairs and trading pairs composed of SOL and its staked versions to mitigate correlated risks.

According to South Korean media NATE, the Korea Regulatory Reform Committee has proposed amendments to the enforcement decree of the Specific Financial Transaction Information Act, excluding minor violations from the qualification restrictions for major shareholders of Virtual Asset Service Providers (VASP).This move has sparked discussions in the market regarding exchange mergers and acquisitions, the entry of new businesses, and the fairness of regulation. The proposal to relax restrictions also involves issues related to the boundaries of the enforcement decree's authority.

According to The Block, research firm Bernstein reaffirmed its "Outperform" rating and maintained a target price of $140 after Circle announced its Q2 2026 financial results, believing that the company's latest performance constitutes a "reverse validation" of the market's bearish views. Bernstein analysts stated that the market currently underestimates USDC's long-term growth potential and Circle's advantages in distribution channels, liquidity, and regulatory compliance, due to two major core concerns regarding Circle—intensifying competition in stablecoins and changes in the interest rate environment that may affect reserve income.Investors may not have fully accounted for the future revenue opportunities from transaction fees, partner ecosystems, and the Arc blockchain that Circle could generate. The firm specifically pointed out that several infrastructure initiatives recently advanced by Circle, including obtaining a national trust bank license in the U.S., expanding the Circle Payments Network, and the planned launch of the Arc public chain mainnet on September 16, could all become future growth drivers. Additionally, Bernstein noted that Circle has raised its guidance for other revenues and profit margins after deducting distribution costs for 2026, expecting to confirm approximately $180 million in Arc token presale revenue.Analysts believe that future staking yields, gas fees, and ecosystem partnership revenues from Arc have not been fully reflected in current valuation expectations. As of the end of Q2, the circulating supply of USDC was $73.3 billion, a decrease of 5% from the previous quarter but an increase of 19% year-over-year. Bernstein believes that Circle is shifting from a purely crypto trading infrastructure to payments, real-world asset (RWA) tokenization, and broader financial infrastructure, which will drive USDC into the next phase of growth. Circle's stock closed at $63.28 on Wednesday, and Bernstein's target price of $140 implies a potential upside of about 121%.

According to Jinshi reports, the Italian Foreign Minister stated that he had a conversation with the Iranian Foreign Minister, who introduced the negotiations between Iran and Oman regarding the reopening of commercial navigation in the Strait of Hormuz. The Italian Foreign Minister reiterated the importance of continuing dialogue in order to quickly find a political solution and avoid further escalation with the United States.

According to Jinshi reports, the Italian Ministry of Defense issued a statement on August 2, stating that the Italian Navy, executing a long-term EU military operation in the Mediterranean, intercepted a sanctioned Russian "shadow fleet" tanker on the same day. The tanker was intercepted in waters west of Pantelleria, and the captain refused to cooperate. An Italian military team conducted a boarding inspection, with support from Greek naval vessels and Polish maritime patrol aircraft.

According to Jinshi reports, the Federal Reserve reiterated in the FOMC statement that economic activity is expanding at a robust pace.

According to Jinshi reports, the Federal Reserve reiterated in the FOMC statement that employment growth is in sync with the labor force.

According to Jinshi reports, Jupiter Asset Management stated that the real yield on the two-year U.S. Treasury has risen, boosting the strength of the dollar.

Jupiter announced the launch of the digital card platform Jupiter Gacha, supporting collectors in purchasing real-rated Pokemon and One Piece cards. The related cards will be issued in a fully on-chain format and can be traded on the Solana DEX.According to the introduction, each draw on Jupiter Gacha corresponds to a certified rated card, giving users the chance to draw cards worth more than the amount paid, and rewards can be obtained during the event. This feature is currently in the Beta testing phase.

According to a post by Vitalik Buterin, Ethereum researchers recently held a meeting in Berlin to update the long-term development roadmap of the protocol (strawmap.org). Vitalik pointed out that "Lean Ethereum" is not a one-time upgrade, but a series of improvements that will be phased in over the next three to four years, with an importance comparable to the "Merge," covering almost every core module of the protocol.The main content includes: Verification Mechanism: Introducing recursive STARKs to replace the existing direct re-execution method, becoming a core component at the protocol level; Quantum Security: Significantly elevated priority, all quantum-vulnerable components will be replaced, and the design for quantum-safe Blobs is in progress; Consensus Layer: Decoupling usable chains from finality, achieving one to two rounds of finality, with better security and lower latency; State Layer: The existing dynamic state remains unchanged, but new types of states with greater scalability (such as UTXO storage, circular buffers, etc.) will be added, with an expectation that by 2030 Ethereum will have 2 TB of dynamic state + 100 TB of new type state, allowing for over 10 times reduction in Gas fees after the migration of applications like ERC20 and NFTs; Privacy: Upgrading from an additional feature to a primary goal, integrated into designs such as Mempool and state trees; VM: Introducing leanISA or RISC-V beyond EVM, with the long-term goal of direct protocol layer only.

According to official news, the Jupiter Strategic Reserve Trust, Jupiter Litterbox Trust, increased its holdings by 186,546 JUP yesterday, worth approximately $45,000. This month, it has accumulated purchases of 1,226,119 JUP, worth about $300,000. So far, its total purchases amount to 145,028,229 JUP, valued at approximately $34.8 million.The Jupiter Strategic Reserve Trust is the official on-chain treasury fund of Jupiter, automatically transferring 50% of the revenue from the Jupiter protocol to continuously buy and hold JUP tokens on the open market through smart contracts, often humorously referred to by the community as the "Litterbox Trust."