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Сообщение ChainCatcher, соучредитель криптопроекта Refi Hub Нума Лунаh заявил, что он стал жертвой хакерской атаки из-за использования ссылки для загрузки, предоставленной в окне чата Claude, для установки приложения для транскрипции. Эта ссылка ведет на поддельный сайт и содержит вредоносное ПО, которое после выполнения пытается украсть всю информацию с его устройства. Нума Лунаh сообщил, что он очистил и переустановил затронутый ноутбук, не обнаружив утечки конфиденциальной информации.Затем он обнаружил в резервной копии зараженный файл навыков Claude Code SKILL.md, который маскировался под стильный гид, написанный им, и содержал инструкции для повторной загрузки вредоносного ПО и кражи учетных данных при каждой загрузке. Эксперты Microsoft Defender предупреждали, что злоумышленники перешли от отравления SEO к отравлению ответов больших языковых моделей, используя такие методы, как рекомендации ссылок для загрузки, контролируемых злоумышленниками, установочные программы для подделки брендов AI, а также зараженные кодовые базы и прокси-навыки. Работники криптоиндустрии могут хранить такие неотменяемые учетные данные, как мнемонические фразы, файлы приватных ключей, JSON горячих кошельков, API-ключи бирж с правами на вывод средств и ключи развертывателя.

Сообщение ChainCatcher, согласно отчету Decrypt, компания безопасности Socket опубликовала результаты исследования, в котором 77 расширений Firefox были связаны с их так называемой "фабрикой кражи кошельков", из которых 40 были подтверждены как злонамеренные.Эти расширения маскируются под Web3 продукты, такие как OKX, Rabby Wallet, TronLink, вводя пользователей в заблуждение, чтобы они импортировали свои кошельки, или используя модифицированный код настоящих кошельков, чтобы украсть мнемонические фразы и приватные ключи во время ввода. Записи о подписи Mozilla показывают, что эта активность продолжалась с 9 марта по 3 августа, и на момент отчета Socket все еще оставалось несколько расширений в сети.Примерно половина из этих расширений демонстрирует реалистичный интерфейс кошелька и требует от пользователей импортировать существующий кошелек, тем самым перехватывая введенные мнемонические фразы или приватные ключи; еще 13 являются модифицированными версиями Rabby, которые, работая нормально, отправляют данные учетных записей, хранящихся в кошельке, на внешние серверы; еще 5 специально собирают сохраненные учетные данные и содержимое буфера обмена.Кроме того, 37 расширений маскируются под генераторы паролей, переключатели темного режима, VPN, конвертеры валют и инструменты для заметок, но на самом деле работают как приложения для спортивных счетов, которые используют одни и те же жестко закодированные учетные данные. 9 подтвержденных злонамеренных расширений изначально были выпущены в виде приложений для счетов по футболу, баскетболу и т.д., а последующие обновления заменили их на код кражи кошельков.Socket назвала эту активность "фабрикой кражи кошельков", но предупреждает, что не все расширения подтверждены как контролируемые одним и тем же оператором. Команда Socket заявила, что любые пользователи, которые вводили мнемонические фразы или приватные ключи в этих расширениях, должны считаться "постоянно скомпрометированными" и немедленно перевести свои средства на новый кошелек, так как удаление расширения не отменяет уже отправленные в другое место мнемонические фразы.

Сообщение ChainCatcher, согласно Cryptopolitan, злоумышленники выпустили три вредоносные версии широко используемых пакетов кода Rust через атаку на цепочку поставок, среди которых библиотека arrayref используется примерно в трех четвертях сред разработки Rust. Вредоносное обновление скрывало бэкдор, который автоматически крал учетные данные пользователей при компиляции проектов; пользователи, компилировавшие затронутые версии, могли подвергнуть риску свои компьютеры и ключи.Исследователи Wiz отметили, что команда управления и контроля атаки на arrayref пересекается с действиями северокорейской хакерской группы Sapphire Sleet и UNC1069, IP-адреса делят один и тот же сертификат безопасности и используют одного и того же хостинг-провайдера Hostwinds. Злоумышленники просто добавили опечатку в зависимость proc-macro1, имитируя популярный proc-macro2, не изменяя оригинальный код, что позволяло ему проходить тесты и сборки. Атака была удалена через 86 минут после публикации, но уже была загружена в большом количестве. Затронутые пакеты широко используются в инструментах Solana и Ethereum. Команда Rust считает, что действия поддерживающих не были злонамеренными, их устройства или учетные данные могли быть скомпрометированы.

Сообщение ChainCatcher, Bitcoin Treasuries.NET на платформе X сообщает, что шведская публичная компания Bitcoin Treasury Capital запустила на Spotlight Stock Market первые в Европе привилегированные акции, обеспеченные BTC, с торговым кодом BTC PREF.Этот продукт предлагает 10% годовых дивидендов, выплачиваемых ежемесячно.

Сообщение от ChainCatcher, согласно данным Bloomberg, облачный сервис Nebius Group объявил, что заключил соглашение с компанией по разработке искусственного интеллекта Reflection AI о продаже вычислительных мощностей на сумму более 1 миллиарда долларов.Согласно заявлению сторон, соглашение будет действовать до 2029 года, и Reflection AI получит доступ к вычислительным ресурсам с использованием чипов NVIDIA GB300 AI для поддержки разработки своих моделей искусственного интеллекта.

Сообщение от ChainCatcher, согласно официальным данным, поддерживаемый a16z протокол стабильной валюты Reflect объявил о запуске независимого добровольного плана восстановления для держателей позиций USDC+, пострадавших от хакерского инцидента Drift (ныне Velocity) в апреле: с сегодняшнего дня открывается 180-дневное окно, в течение которого держатели могут добровольно продать свои позиции Palindrome Engineering по цене 0.2 USDC + 80 Reflect Credit (RC) за единицу, с полной расчетной цепочкой.Этот план финансируется Palindrome заранее и полностью независим от процесса восстановления Drift. Участие в плане подразумевает отказ от права на регресс к Drift в обмен на немедленную определенность ликвидности; неучастие позволяет продолжать поддерживать канал восстановления DFX Drift.

Сообщение от ChainCatcher, согласно отчету Jin10, SpaceX подписала соглашение о вычислительной мощности с американским стартапом в области ИИ Reflection, сумма сделки составляет до 6,3 миллиарда долларов.

Bitmine Immersion Technologies announced plans to issue 3 million shares of 9.50% Series A perpetual preferred stock, with a par value of $100 per share, expecting to raise a total of $300 million. The initial liquidation preference of the preferred stock is $100 per share, and dividends will accumulate at an annualized rate of 9.5%, paid in cash on a weekly basis; even if the company does not declare dividends or temporarily lacks distributable funds, dividends will continue to accumulate.Bitmine has the right to redeem early, redeemable at 110% of par value within 18 months after issuance, at 105% of par value between 18 months and 3 years, and at 100% of par value after 3 years, with additional payment required for accumulated unpaid dividends at the time of redemption.

According to BusinessInsider, billionaire investor and hedge fund founder of Third Point, Dan Loeb, stated in a podcast that current market concerns about the "bubble theory" of artificial intelligence (AI) are greatly exaggerated, and the development stage of the AI industry is completely different from that of the internet bubble period.Loeb pointed out that technology giants, including Alphabet, Microsoft, Amazon, and Meta, have collectively exceeded $700 billion in capital expenditures this year, which may reach $1 trillion next year, with the vast majority allocated for AI infrastructure development. He stated that to believe these capital expenditures will not yield returns is equivalent to thinking that companies are "burning money for no reason," but currently, these companies have strong profitability and ample cash flow, allowing them to support investments with their own balance sheets.Loeb emphasized that this is different from the situation during the internet bubble when "valuations detached from fundamentals," and does not constitute a traditional valuation bubble. He also mentioned that AI companies like Anthropic are experiencing rapid revenue growth and accelerated product applications, indicating that the industry is still in the early stages of expansion.Reports indicate that Anthropic's latest financing valuation is nearing $965 billion, with annualized revenue jumping from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, there are still some investors in the market, including Michael Burry, who express concerns about the overheated valuations of AI, believing that massive investments may struggle to yield corresponding returns. Loeb, on the other hand, stated, "We haven't even scratched the surface of AI development," and believes that we are still in the early stages of long-term growth.

U.S. SEC Chairman Paul S. Atkins stated during a speech at the 2026 Reagan National Economic Forum that the U.S. Securities and Exchange Commission is advancing the "New Era of the SEC" regulatory reform, focusing on modernizing digital asset regulation, promoting the development of on-chain capital markets, and supporting the U.S. to become a "global crypto hub."Paul Atkins criticized the previous SEC's "regulatory hostility" towards the digital asset industry, stating that a large amount of crypto innovation was forced to move overseas as a result. He mentioned that with the support of the Trump administration, the SEC has launched "Project Crypto" and is collaborating with the U.S. Commodity Futures Trading Commission to promote on-chain market infrastructure and coordinate crypto regulation.The SEC has recently clarified which digital assets are considered securities and which are not, and is advancing an innovative exemption mechanism for "tokenized listed securities," while also studying how on-chain trading systems can fit within the existing regulatory framework.In addition, Paul Atkins emphasized that the SEC will reduce "over-disclosure" and regulatory burdens, promoting the "Make IPOs Great Again" reform, which includes lowering compliance costs for listed companies, increasing IPO flexibility, and formally proposing the repeal of climate disclosure rules introduced during the previous administration. The future of the U.S. capital markets should be built on a foundation of "free markets and innovation-driven" principles, and the role of regulatory agencies should be to provide clear rules and legal certainty, rather than suppressing technological development.

According to Cointelegraph, Arca Chief Investment Officer Jeff Dorman stated that Strategy's current approximately $15 billion preferred stock financing structure has become "unmanageable." He pointed out that these preferred stocks require about $1.5 billion in dividends each year, and with the ongoing volatility in Bitcoin prices, this structure is becoming increasingly difficult to maintain.Strategy's financing model is based on the premise that "BTC will continue to rise significantly." Although the company previously alleviated short-term default risks by issuing additional shares, its decision to repurchase bonds maturing in 2029 is perplexing. He indicated that Strategy may ultimately have only two options: sell BTC to pay preferred stock dividends or stop paying dividends, both of which would have significant impacts on the company and investors.Meanwhile, Strategy CEO Phong Le stated in an interview with CNBC that the company "may sell Bitcoin" at some point in the future, but overall will continue to increase its BTC holdings and enhance the amount of BTC corresponding to each share.Polymarket data shows that the market now estimates the probability of Strategy selling some BTC by the end of 2026 has risen to about 90%. As of now, Strategy holds a total of 843,738 BTC, with a total cost of approximately $63.87 billion and an average purchase price of about $75,700.

According to CoinDesk, Strategy perpetual preferred stock STRC (Stretch) fell to a low of $97.11 on Thursday, then rebounded to $98.57, failing to maintain the par value of $100. The pressure on STRC mainly comes from Bitcoin's drop to around $73,000, compounded by the effects of the ex-dividend date.Recently, Strategy spent $1.5 billion to repurchase zero-coupon convertible bonds maturing in 2029, causing cash reserves to plummet from about $2.25 billion to $871 million. Based on an annual preferred stock dividend obligation of about $1.7 billion, the current cash can only cover about 6 months, far below the previously set target of 24 months. Executive Chairman Michael Saylor stated that the company will raise funds by selling Bitcoin, issuing additional shares when MSTR's stock price exceeds 1.22 times NAV, or continuing to issue STRC.Meanwhile, competitor Strive Asset Management's perpetual preferred stock SATA continues to anchor at a par value of $100, offering about a 13% dividend yield, and plans to launch a daily dividend mechanism, having completely eliminated debt. Over the past three months, Strive's stock price has increased by about 110%, significantly outperforming MSTR's 12% increase and Bitcoin's 8% increase.

According to monitoring by BitcoinTreasuries.NET, Strive's preferred stock SATA reached a record high daily Bitcoin accumulation yesterday, totaling 402 bitcoins, which accounts for 51% of its total Bitcoin accumulation over the previous week, marking the largest single-day accumulation since its IPO.

According to Decrypt, the Digital Chamber has written to OCC Director Jonathan Gould, urging him to stick to the decision to grant national trust bank charters to crypto companies like Coinbase, Ripple, and Circle.Previously, Senator Elizabeth Warren accused the approval of these charters of violating the National Bank Act and posing a threat to the safety of the U.S. banking system. The Digital Chamber countered that Congress has effectively authorized the OCC to extend bank charters to stablecoin businesses through the GENIUS Act, and that the approved companies do not accept FDIC-insured deposits, thus not constituting traditional banking operations.

Nasdaq-listed digital asset treasury company BNB Plus announced that it will raise $4.1 million by issuing B-1 series and B-2 series convertible preferred shares, with participation from crypto-native institutional investors such as Comstock Multichain Fund under Silvermine Capital Advisors and Off the Chain LP. The funds raised will be used to increase digital asset reserves, provide operational funding support, and explore opportunities for AI infrastructure development. The company also disclosed that it currently holds over $16.4 million in cash and digital assets.

The European Central Bank (ECB) rejected the proposal to relax regulations on euro stablecoins, believing that such measures are too risky and could undermine financial stability and the transmission of monetary policy.Bruegel suggested at the informal meeting of EU finance ministers held in Nicosia, Cyprus, that liquidity requirements for stablecoin issuers should be lowered and that they should be allowed to access ECB funding support when necessary to combat a market dominated by dollar stablecoins and to avoid "digital dollarization." However, officials, including central bank president Lagarde, strongly opposed this, arguing that stablecoins could destabilize bank deposits, increase banks' funding costs, weaken lending capacity, and interfere with interest rate control.Although some finance ministers had mixed feelings about the proposal, several central bank officials questioned the idea of making the ECB the "lender of last resort" for stablecoin issuers. The EU is currently implementing strict regulations on stablecoins under the MiCAR framework, while the GENIUS Act passed in the U.S. in 2025 adopts more lenient rules. Currently, euro stablecoins account for only 0.3% of the global stablecoin supply, while Europe is advancing the digital euro project to enhance payment sovereignty.

According to the Securities Times, the National Development and Reform Commission held a press conference today. At the meeting, Li Chao, deputy director of the Policy Research Office of the National Development and Reform Commission, stated that the commission is planning to introduce supporting documents to accelerate the implementation of artificial intelligence and further strengthen resource guarantees.At the same time, we will continue to promote central state-owned enterprises to open high-value application scenarios, creating benchmark applications for artificial intelligence across various industries, fields, and regions, and accelerating the integration of artificial intelligence into all aspects and links of business management.

According to CoinDesk, bipartisan lawmakers Steven Horsford, Max Miller, Suzan DelBene, and Mike Carey jointly reintroduced the "Digital Asset Protection, Accountability, Regulatory, Innovation, Taxation, and Revenue Act" (also known as the "Equality Act") this Wednesday. The new version of the bill mainly covers the following points: first, it stipulates that regulated payment stablecoins do not generate gains or losses if the cost basis is not less than 99% of the redemption value; second, it establishes a safe harbor for broker-dealer transactions or taxpayer account transactions; third, it clarifies that "wash sale" rules apply to digital assets; fourth, it requires the IRS to assess the current tax burden of small cryptocurrency transactions and to study the feasibility of establishing a tax exemption for transactions under $200 and the potential risks of abuse.The cryptocurrency industry has long advocated for tax exemptions on small transactions to promote the use of cryptocurrencies in everyday payment scenarios. Lawmaker Horsford stated that tax policy is the foundation of the cryptocurrency regulatory framework, and that current tax laws have not clearly addressed many core issues related to digital assets.

According to the official announcement, the U.S. Securities and Exchange Commission (SEC) has proposed amendments to the rules and forms related to registered offerings, aiming to enhance the efficiency, flexibility, and reduce costs of public fundraising for listed companies, while simplifying the information disclosure framework for listed companies.According to the proposal, more listed companies will be able to conduct shelf offerings, and more companies will be eligible for registration and communication conveniences that were previously only available to "well-known seasoned issuers." Broker-dealers will be able to provide research coverage for more listed companies, and the state securities law registration and qualification requirements for multi-state registered offerings will be excluded at the federal level.Additionally, the proposal suggests raising the threshold for large accelerated filers from $700 million to $2 billion, with the stipulation that companies will not be included in this category based on market capitalization for at least 60 months post-IPO. The public comment period will last for 60 days after publication in the Federal Register.