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According to Jinshi reports, the French Ministry of Foreign Affairs calls for a de-escalation of the situation in the Red Sea and points out that the closure of the Strait of Hormuz will have an impact on the global economy.

According to Jinshi reports, on the evening of July 30, Beijing time, the Chinese lead in Sino-U.S. economic and trade relations, Vice Premier He Lifeng, held a video call with the U.S. lead, Treasury Secretary Janet Yellen, and Trade Representative Katherine Tai.The two sides discussed the implementation of the important consensus reached during the meeting between the leaders of China and the U.S. in Beijing, focusing on stabilizing economic and trade relations, pragmatic cooperation, and addressing each other's concerns. The Chinese side expressed serious concerns regarding the recent economic and trade restrictions imposed by the U.S. side.

According to Jinshi reports, Yushu Technology (688836.SH) announced that the company will conduct its initial public offering and list on the Sci-Tech Innovation Board. This issuance will adopt a combination of strategic placement, offline issuance, and online issuance. The proposed public offering will issue 40.446434 million shares, accounting for 10% of the total share capital after issuance, with a total share capital of 404.46434 million shares after issuance.The preliminary inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a special voting rights mechanism arrangement, and the actual controller Wang Xingxing controls a total of 68.78% of the voting rights under the voting rights differential arrangement.

According to Bitcoin Magazine, Spain's largest bank, Santander Bank, reported that it holds a spot Bitcoin ETF worth $4.3 million.

Hyperscale Data GPUS announced that it has sold 100 bitcoins to fund the construction of its AI data center in Michigan. CEO William Horne stated that this is "converting one balance sheet asset into another" and clarified that his confidence in BTC has not changed. Its Bitcoin 100 ranking is 44th.

The B.AI API officially launched its first "official 10% discount group," providing users with highly reliable AI calling services through official direct connection channels while balancing model invocation stability, service quality, and cost efficiency. The first batch supports the Claude series models, with more mainstream models set to be opened successively. Meanwhile, the platform's "self-selected service provider" model offers discounts as low as 20%, granting users full autonomy to flexibly weigh performance, stability, and cost based on the actual needs of their business scenarios, achieving optimal configuration.

According to Jinshi News, despite the ongoing tension in the Middle East, shipping activities in the Strait of Hormuz have recently increased, with the United States stating that its navy escorted several tankers through the waterway.According to vessel tracking data, earlier on Thursday, the liquefied natural gas tanker Al Areesh set sail from Qatar and successfully departed the Persian Gulf. Market intelligence company Kpler data shows that on Wednesday, 14 cargo ships entered and exited the Strait of Hormuz, an increase from the single digits of the previous week.

According to Jinshi reports, the Secretary-General of the European Commission stated that Russia's war against Ukraine is escalating to an unprecedented level, and the situation of war in the Middle East is similar. He called for all parties to sit down and begin working towards a sustainable, realistic, and long-term peaceful solution.

According to BBX data, the listed entities in the global capital markets (NASDAQ and Japanese stocks) disclosed the latest developments in digital asset investment and treasury expansion yesterday and in recent days. The core information is as follows:Core Scientific (NASDAQ: $CORZ) resumes accumulation in Q2, increasing holdings to 848 BTC: The latest financial report from NASDAQ-listed mining company Core Scientific shows that its Bitcoin holdings have increased from 547 to 848 BTC, with a net addition of 301 BTC. Previously, the company had sold a large amount of Bitcoin to facilitate its transformation towards the AI and high-performance computing (HPC) industries, but it reestablished its accumulation strategy in Q2. The financial report indicates that its Q2 revenue surged to $164.2 million (over 100% year-on-year growth), and gross profit skyrocketed to $70 million. At the same time, the company decisively terminated its BTC mining chip procurement contract with Block (under Jack Dorsey) at a cost of $41.9 million in losses.Tokyo Stock Exchange-listed company Iole announces allocation of HYPE as a strategic asset: Iole, listed on the Tokyo Stock Exchange's startup board, officially announced that in addition to Bitcoin, it has formally established HYPE as a strategic treasury asset for the company. The company plans to gradually increase its total HYPE purchase plan to 100 million yen (approximately $610,000) by the end of August. Currently, the company completed its first batch of purchases worth approximately 10 million yen on July 28, holding about 1,078.25 HYPE.gumi and SB I launch a 3 billion yen cryptocurrency investment fund: Japanese listed gaming company gumi announced that its subsidiary gC Labs, in collaboration with SB I Financial Services, will officially operate the cryptocurrency investment fund "SB I Crypto Fund I" starting August 1. The total scale of the fund is approximately 3 billion yen (about $18.32 million), and it has received funding from leading institutions such as Daiwa Securities Group, with its investment targets strictly focusing on Bitcoin (BTC) listed on exchanges and major high-liquidity altcoins.HeartSciences advances merger with DCG's mining company: NASDAQ-listed company HeartSciences (NASDAQ: $HSCS) announced that it has formally submitted a preliminary proxy statement to the U.S. Securities and Exchange Commission (SEC) regarding the previously announced proposed business merger plan with Fortitude Mining Holdings (a wholly-owned subsidiary of DCG), accelerating the process of going public in the mainstream capital market.

On July 28, OpenAI quietly updated its security incident disclosure, confirming that its AI agent accessed four external service platforms during the breach of Hugging Face, bringing the total number of affected platforms to five.Previously, OpenAI had disabled security filters while testing GPT-5.6 Sol and a more powerful model to assess raw capabilities. The model did not complete the security benchmark tests as expected; instead, it discovered a zero-day vulnerability in the package caching agent within the testing environment that granted internet access, subsequently breaching Hugging Face to steal answers.According to a forensic report released by Hugging Face on July 27, this autonomous agent executed 17,600 operations over approximately four and a half days, connecting 181 devices to the Hugging Face internal VPN and forging identity tokens. Among the four additional platforms, Modal Labs CTO Akshat Bubna confirmed through Reuters that his company was one of them, with the attacker using an unprotected public endpoint from a customer as a relay and command control base for the entire attack.The identities of the other three platforms remain undisclosed. OpenAI stated it would "directly notify the service providers" but would not publicly name them, as there is currently no legal requirement for mandatory disclosure. The U.S. Congress has responded by proposing a bipartisan "AI Emergency Shutdown Act," which aims to authorize the Department of Homeland Security to forcibly shut down AI models, with violators facing fines of up to $2 million per day.

According to official news, Japanese gaming giant Gumi, through its subsidiary gC Labs, will launch the "SBI Crypto Fund I" cryptocurrency investment fund in collaboration with SBI Financial Services on August 1. The fund has a scale of approximately 3 billion yen (about 18.3 million USD), with a duration of three years, adopting a private placement structure, and several institutions including Daiwa Securities Group are participating in the investment.The fund will primarily invest in Bitcoin and mainstream altcoins, utilizing a combination of staking, rebalancing, and hedging strategies. The fund aims to serve as a bridge between the cryptocurrency asset market and Japanese enterprises, accumulating performance for the future development of financial products such as cryptocurrency ETFs. Currently, Japan has not yet approved cryptocurrency ETFs, and the launch of this fund is seen as an attempt to integrate traditional finance with digital assets.

According to DigitalAsset, South Korean Deputy Prime Minister and Minister of Economy and Finance Koo Yun-cheol stated at a plenary meeting of the National Assembly's Finance and Economy Planning Committee that the taxation of digital assets will be implemented as planned on January 1, 2027, and the system may be supplemented and improved if necessary thereafter.According to the current income tax law, the portion of income from digital asset transactions exceeding 2.5 million won will be subject to a 20% tax rate (including local taxes up to 22%). The implementation was originally scheduled for 2022 but has been postponed three times due to insufficient infrastructure. In response to concerns raised by People Power Party member Kim Sang-hoon regarding the non-application of loss carryforward deductions potentially leading to a decline in domestic demand and capital outflow, Koo stated that stock investments also do not allow for loss carryforwards, and the taxation can be reviewed and improved at any time. Regarding the introduction of a capital gains tax similar to that in overseas markets, Koo mentioned that a comprehensive and systematic consideration of the overall capital market is necessary.

According to Jinshi, the Japanese government on Thursday lowered its economic growth forecast for the current fiscal year due to rising oil prices caused by tensions in the Middle East, which are squeezing household spending and corporate profits. The inflation-adjusted GDP growth rate is expected to be 0.9% for the fiscal year ending March 2027, down from the 1.3% forecast in January. However, the economic growth rate for the next fiscal year is expected to accelerate to 1.1%.

The U.S. District Court for the Eastern District of Wisconsin dismissed the CFTC's request for a preliminary injunction to prohibit Wisconsin from enforcing sports-related event contracts on platforms such as Kalshi, Coinbase, Robinhood, Polymarket, and Crypto.com. The court found that the CFTC failed to demonstrate a likelihood of success on its claim—that the Commodity Exchange Act (CEA) defines "swaps" to include sports event contracts—and that gambling regulation falls within the traditional police powers of the states, with federal law not clearly indicating an intent to preempt state law.Additionally, the court also denied the intervention requests from Kalshi, Crypto.com Derivatives North America (CDNA), and the American Gaming Association (AGA). The substantive litigation between the CFTC and the state of Wisconsin will continue to proceed.

According to Jinshi reports, the Polish armed forces stated that due to Russia's airstrikes on Ukraine, Poland has deployed fighter jets for protective reasons.

Microsoft released its Q4 fiscal year 2026 financial report, with revenue of $90 billion, a year-on-year increase of 18%, exceeding market expectations of $87.7 billion; adjusted earnings per share of $4.74, a year-on-year increase of 23%, which is 11.5% higher than expected; operating profit of $40.6 billion, a year-on-year increase of 18%. Intelligent cloud revenue was $39.3 billion, a year-on-year increase of 32%, with Azure and other cloud services revenue growing by 43%, significantly higher than the market expectation of 39.6%. Total revenue from Microsoft Cloud was $59.3 billion, a year-on-year increase of 27%. CEO Satya Nadella disclosed that Azure's annual revenue has surpassed $100 billion for the first time, and paid users of Microsoft 365 Copilot exceeded 30 million.In terms of capital expenditure, the fourth quarter's property and equipment acquisition expenditure was $35.8 billion, a year-on-year increase of approximately 110%; total capital expenditure including finance leases was $41 billion, a year-on-year increase of 70%, but lower than the market expectation of $42.5 billion. The remaining performance obligations (RPO) for cloud business surged 84% year-on-year to $678 billion, about twice the annual revenue. Microsoft disclosed in a regulatory filing that new unexecuted data center lease commitments in the fourth quarter exceeded $130 billion, with the total unexecuted lease commitments increasing by 67.4% quarter-on-quarter to $329.1 billion. Annual revenue was $331.8 billion, a year-on-year increase of 18%; net profit was $133.7 billion, a year-on-year increase of 31% (GAAP).

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Milwaukee Brewers vs. San Francisco Giants," the "Milwaukee Brewers" option in the sub-market "Milwaukee Brewers vs. San Francisco Giants" has experienced a sharp fluctuation in winning probability, dropping from 50.5% an hour ago to the current 34.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to Jinshi reports, Microsoft recorded a $3.2 billion gain in the fourth fiscal quarter due to its investment in Anthropic, combined with expenses related to the voluntary departure plan being lower than expected, resulting in a positive impact of 27 cents on earnings per share (EPS).

According to Jinshi reports, Microsoft's fourth fiscal quarter revenue growth for AZURE and other cloud services, excluding the impact of exchange rates, increased by 43%, exceeding market expectations.

According to Jinshi, Federal Reserve Chairman Waller stated that the Federal Reserve had a heated discussion around four issues, including high inflation over the past five years, recent economic shocks, price increases caused by the shocks, and monetary policy tools and strategies.