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According to on-chain analyst Ai Yi (@ai 9684xtpa), after the new address 0x615...d69d5 transferred 2 million USDC as collateral, it established a 4x leveraged long position in XMR on Hyperliquid, with a size of 10,962.78 XMR. Based on the opening price of $383.23, the position is valued at approximately $4.18 million and has now become the second largest position in XMR on Hyperliquid.

Bitcoin mining company MARA has completed two loans, obtaining $600 million in new debt after pledging 18,750 bitcoins to expand its power generation and AI infrastructure business. The collateral was valued at approximately $1.2 billion at the time of the transaction. The total principal of the two loans is $750 million, with Coinbase Credit providing $450 million, which includes refinancing of the existing $150 million credit line and an additional $300 million; Two Prime Lending provides another $300 million, and both loans have been fully drawn.The interest rate on the Coinbase loan is the midpoint of the Federal Reserve's target rate range plus 3.875 percentage points, maturing on August 4, 2028; the Two Prime loan has a fixed interest rate of 7.65%, maturing on August 3, 2028. If the principal remains unchanged, the annual interest expense for both loans is approximately $56.7 million. MARA stated that the loan funds will be used for general corporate purposes, including paying part of the cash consideration for the acquisition of Long Ridge Energy & Power LLC. The enterprise value of the transaction is approximately $1.5 billion, and Long Ridge owns a 505-megawatt gas power plant and over 1,600 acres of industrial land, which MARA plans to use for power generation, bitcoin mining, and potential AI and high-performance computing parks.

The Kobeissi Letter posted on X that as volatility in the South Korean domestic market intensifies, South Korean retail investors have clearly shifted towards the U.S. stock market. In July, South Korean retail investors net purchased $4.6 billion in U.S. stocks, an increase of 627% from the previous month, marking the highest monthly level since January 2026, and significantly higher than the average monthly scale of $2.7 billion in 2025.Meanwhile, the Korea Composite Stock Price Index has fallen 33% from its June peak, with approximately 75% of the decline attributed to the two major chip stocks, Samsung Electronics and SK Hynix. As a result, the scale of South Korean retail investors buying U.S. stocks last month exceeded that of domestic stocks for the first time since February.

According to Onchain Lens monitoring, a certain whale has accumulated 387,830 LINK from Binance over the past 30 days, worth approximately 3.22 million USD.13 hours ago, the whale transferred all holdings to its Gnosis Safe wallet.

According to on-chain analyst Yu Jin's monitoring, a certain address is using a TWAP strategy to buy 500,000 SOL, worth 38 million USD. Currently, 186,000 SOL have been traded, worth 14.16 million USD, with an average buy price of 76 USD.

According to Onchain Lens monitoring, a certain whale staked 4,000 ETH through Lido 2 hours ago after being silent for 3 months, worth approximately 7.68 million USD, and received 4,000 stETH in return.Previously, this address supplied 1.216 million USDC to Aave, worth approximately 1.22 million USD.

According to Hyperliquid News monitoring, a certain whale deposited $11.55 million USDC into Hyperliquid 26 hours ago.This whale had previously gone long on 10,000 ETH, with a nominal value of $19 million, realizing a profit of $193,000; then, over 34 hours, it went long on 25,000 ETH through TWAP, with a nominal value of approximately $46.5 million.

According to Onchain Lens monitoring, a whale has withdrawn a total of 30,000 ETH from Coinbase Prime, worth approximately 57.21 million USD, and has dispersed the funds into three new wallets.

According to Lookonchain monitoring, a certain whale (0x7C5...7b86) sold ETH after holding it for over 3 years, currently incurring a cumulative loss of over 19 million dollars.This whale purchased ETH at an average price of 2723 dollars in February 2022 and March 2023, and then proceeded to stake it. 10 hours ago, this whale sold 7323 ETH, worth 13.96 million dollars.

According to on-chain analyst Ai Yi's monitoring, a certain address stopped loss on 700 BTC last night, incurring a loss of 624,000 USD; this morning it increased its position by 30 BTC in short positions.Currently, the address holds 930 BTC in short positions, valued at approximately 60.32 million USD, with an average entry price of 64,213 USD and a liquidation price of 65,306 USD, still facing an unrealized loss of 605,000 USD.

According to Onchain Lens monitoring, a certain whale bought 50,000 ETH from a wallet associated with Fidelity yesterday, worth approximately $95.73 million.Three hours ago, the whale transferred 36,530 ETH to a new address, worth about $69.94 million. Based on the whale's previous trading patterns, these funds may subsequently be transferred to Coinbase for sale.

Cryptocurrency exchange Bybit has filed a civil lawsuit against the Democratic People's Republic of Korea, its intelligence agency Reconnaissance General Bureau (RGB), and the state-sanctioned hacking organization Lazarus Group, involving a $1.5 billion hacking incident.A U.S. federal court has issued a preliminary injunction prohibiting the transfer or dissipation of identified assets related to the case during the litigation period.

The cryptocurrency hardware wallet manufacturer Coldcard has released an update on its customer data retention policy. Due to legal compliance requirements arising from the security incident disclosed on July 30, the company has temporarily suspended its original automatic customer data deletion mechanism.Previously, Coldcard's standard practice was to automatically clear customer records after 120 days, retaining only the user's email address and country information, while allowing customers to request early deletion of data at any time after product delivery. Coldcard stated that due to the security incident involving ongoing and potential legal proceedings, the company is obligated to retain records that may be relevant to litigation. Therefore, customer data that was originally scheduled for deletion will be temporarily retained until the law permits the resumption of normal processes.However, users can still request Coldcard to handle their personal information according to the original data retention policy. If users wish for their data not to be included in this legal retention scope, they can contact official customer service to make a request. Coldcard emphasizes that the retained data will be strictly protected, accessible only to authorized personnel, and will not be used for any purposes other than fulfilling legal obligations. The company will restore the previous automatic data deletion mechanism once legally permissible.

Bank of America reiterated its "Buy" rating on SpaceX after the earnings report, maintaining a target price of $235, which is approximately 87.5% higher than the reference price of $125.33 after the earnings report. Bank of America believes that its bullish logic is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America expects SpaceX's AI business revenue to approach $24.5 billion by 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, the collaboration with Anthropic has been contributing revenue since May of this year, and the computing power collaboration with Google is expected to start in October this year. As a result, Bank of America has raised its performance forecasts for the next few years: the revenue forecast for 2026 has been raised by about 15% to $46.9 billion; the revenue forecast for 2027 has been raised by about 29% to $100.7 billion; the revenue forecast for 2028 has been raised by about 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will still maintain large negative free cash flow in the coming years. It estimates: free cash flow of -$43.6 billion in 2026; -$45.4 billion in 2027; and -$37.4 billion in 2028.

Punchbowl News reporters posted on the X platform that negotiations in the U.S. Senate regarding the CLARITY Act are affecting the legislative process before the recess. The Democratic leadership continues to push for a delay in the procedural vote on the cryptocurrency regulation bill, while Senate Minority Leader Chuck Schumer hopes to gain more time for further negotiations.Meanwhile, Republicans are calling for a swift move to a vote. Both sides are still coordinating on the content of the bill and related provisions, and there remains uncertainty about whether the CLARITY Act will enter the voting stage before the Senate recess.

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 Coinglass data, the Coinbase Bitcoin premium index has been in the negative premium range for 80 consecutive days (from May 19 to present), with the latest value at -0.0978%. Previously, this index was in the negative premium for 40 consecutive days from January 16 to February 24 this year, setting the longest consecutive negative record since the launch of this indicator, surpassing the approximately 30 days of consecutive negative premium during the 1011 crash.Historical data shows that prolonged negative premiums are often accompanied by the exit of institutional funds from the United States, and short-term pullback pressure should be monitored.

According to Cointelegraph, cryptocurrency service company Blockchain.com has obtained a Virtual Asset Service Provider (VASP) custody license issued by the Cayman Islands Monetary Authority (CIMA), allowing it to provide regulated crypto custody services in the Cayman Islands. The license was approved on July 22, 2026, after CIMA granted conditional approval in December 2025.The license also allows Blockchain.com to offer cryptocurrency to fiat exchange and exchange services between cryptocurrencies. Blockchain.com has held VASP registration in the Cayman Islands since May 2022.Blockchain.com Co-CEO Lane Kasselman stated that the CIMA license continues the company's recent regulatory progress, including obtaining a license under the Markets in Crypto-Assets Regulation (MiCA) in Europe and completing registration with the Financial Conduct Authority (FCA) in the UK.

According to on-chain analyst Yu Jin's monitoring, a certain whale shifted from cutting losses on SPCX to MU, withdrawing 8,000 MUB (7.69 million USD) from Binance 20 minutes ago.