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Forward Industries has resumed purchasing SOL. As the largest holder of Solana, the company acquired an additional 254,000 SOL at an average price of $75 between July and August 3, bringing its total SOL holdings to over 7.8 million.

According to BeInCrypto, Nasdaq-listed company Forward Industries reported a net loss of $69 million for the third quarter of fiscal year 2026, primarily due to impairment losses resulting from fair value adjustments of its Solana assets in accordance with U.S. Generally Accepted Accounting Principles. The company held approximately 7.55 million SOL at the end of the quarter, with the per-share SOL holding increasing by 9% quarter-over-quarter to 0.073; during the quarter, it increased its holdings by over 500,000 SOL through purchases and staking, and repurchased 2.5 million shares of stock.Revenue for the quarter increased more than fourfold year-over-year to $10.8 million, mainly from SOL staking and other financial services income. As of August 3, the company held approximately 7.8 million SOL, with the per-share SOL holding rising to 0.0754. After the earnings report was released, FWDI's stock price fell slightly by 1.36% in after-hours trading.

ChianCatcher news, Offchain Labs co-founder Steven Goldfeder tweeted that Arbitrum has been ahead of its time in several aspects. The team strongly advocated for interactive proof design (which was controversial at the time and has now become the standard for optimistic Rollups); chose to establish a business when the business model was still highly controversial; focused on DeFi when most people had not yet understood perpetual contracts and many had given up on DeFi; and launched a dedicated blockchain when the industry generally believed that more chains were unnecessary.Facing backlash each time, but now the industry is aligning with the direction they set from day one: building robust and high-performance financial infrastructure. Goldfeder is proud of the Offchain team for delivering world-class products at an incredibly fast pace and stated that they will continue to deliver, even if most people currently do not understand its necessity; the industry will soon understand.

Dongfang Gangwan Chairman Dan Bin responded to investors' doubts, stating that Changjiang Dongfang Gangwan No. 2 is still fully invested. Before the deep correction in July, the fund heavily invested in AI industry chain targets, maintaining its positions without significant reductions, and has experienced a considerable pullback following the AI sector.In 2023, Dongfang Gangwan seized the global AI core opportunities represented by Nvidia, but started its layout in the domestic A-share AI industry chain relatively late, fully committing to heavy investments only by 2026.During the significant market drop in July, Dongfang Gangwan did not panic sell or make large reductions, only making very minor structural adjustments.

According to The Block, Immunefi's latest data shows that the cryptocurrency industry lost approximately $110 million due to hacker attacks in July.During the same period, the platform paid researchers $2.32 million for confirmed vulnerability reports, with the number of confirmed and completed bounty reports increasing by 18% month-over-month.The report indicates that its audit competitions can average 6.2 critical vulnerabilities per event, compared to 1.5 for first-level audits; in July, a total of 374 threats were mitigated through the bounty program.

A wallet security incident involving approximately $130 million in Bitcoin losses is reigniting discussions in the crypto industry about asset custody models: should Bitcoin holders rely on personal self-custody or turn to institutional custody? Hardware wallet manufacturer Coldcard had a vulnerability in its firmware in 2021 that led to some mnemonic phrases generated by the device being predictably risky. This vulnerability was discovered years later, and approximately 5,200 addresses and about 2,000 BTC have been stolen, with losses amounting to around $130 million.After the incident, some investors began to turn to Wall Street custody products. Data shows that the U.S. spot Bitcoin ETF saw a net inflow of about $626 million within days of the incident. Bloomberg ETF analyst Eric Balchunas stated that such security incidents could further drive funds into ETFs. However, the Bitcoin core community still insists on the self-custody concept. Casa co-founder Jameson Lopp stated that recent events should not undermine users' confidence in self-custody and pointed out that third-party custody also carries risks. Bitcoin Core early developer Peter Todd also believes that self-custody has a better long-term safety record than centralized institutions.Onramp co-founder Michael Tanguma believes that both options have flaws. He stated that concentrating a large amount of assets in a single institution creates a "honey pot," while hardware wallets face risks related to supply chains, firmware, and random number generation. Tanguma proposed a "multi-institution custody" solution, where multiple regulated institutions hold keys through a multi-signature mechanism, requiring multiple institutions to jointly sign any transaction to reduce single points of failure. However, this model has also sparked controversy. Critics argue that while multi-institution custody enhances security, it also introduces permissioned management, conflicting with the decentralized ideals originally pursued by Bitcoin. As Bitcoin gradually enters the fields of pensions, trusts, and institutional asset allocation, the industry is seeking new custody solutions suitable for long-term wealth management. The Coldcard vulnerability incident once again highlights that achieving a balance between security, decentralization, and usability remains a core challenge facing the Bitcoin ecosystem.

Grayscale Research Director Zach Pandl stated that even if the Clarity Act does not pass, the main blockchain operations, the demand for Bitcoin as a store of value, and the growth of stablecoin payments will not be immediately affected, and regulators will fill the regulatory gaps through rule-making.Zach Pandl pointed out that the lack of comprehensive market structure legislation may suppress new investment activities in the U.S., prompting participants in the crypto industry and startups to turn to overseas jurisdictions with clear regulatory frameworks. The U.S. government will continue to support the development of the crypto ecosystem. Strategy co-founder and Executive Chairman Michael Saylor previously stated that regardless of whether the Clarity Act passes, Bitcoin will continue to evolve, but the U.S. needs clarity in digital asset regulation. Senator Bernie Moreno stated that Senate Democrats and Republicans have concluded relevant negotiations and will proceed to a vote.

Plume posted on the X platform that it has joined the Digital Asset Solutions Industry Working Group of the Depository Trust & Clearing Corporation (DTCC).The working group aims to provide feedback on DTCC's tokenization services and facilitate ongoing in-depth dialogue to promote the widespread adoption and innovation of digital assets.

According to Jinshi, the U.S. service industry maintained a stable expansion in July, with the ISM Services Index rising by 0.1 points to 54.1, indicating that the industry is in an expansion state. The growth rate of new orders accelerated, and the business activity index rose to a five-month high, showing resilience in consumer demand.However, service and material costs continue to rise, with the ISM Input Cost Price Index climbing to 70.3, putting pressure on corporate profits, and some companies may delay hiring.

According to Jinshi reports, the CEO of JPMorgan Chase is leading efforts to expand industry groups to address the risks of artificial intelligence.

Recently, the silver market has continued its upward trend, and the trading activity in the metal sector is heating up. According to market data from the Gate platform, silver (XAG) is currently priced at $60.93, with a 24-hour high of $61 and a 24-hour increase of 3.52%. According to CoinGlass data, the open interest for Gate XAG contracts has reached $85.4502 million, firmly ranking among the top two in the industry.

According to Jinshi reports, Nvidia has released a cybersecurity guideline for the artificial intelligence industry, aimed at enhancing security standards and protective measures within the industry.

According to Jinshi reports, South Korean President Lee Jae-myung stated on Wednesday that the AI-driven industrial transformation is reshaping the global industrial landscape, emphasizing that South Korea needs to take "bold" and "swift" investment actions. He pointed out that the government's responsibility is to identify trends, plan for the future, and lay the foundation for innovation, while ensuring solid industrial growth potential and a strong energy security system to withstand changes in the external environment.

According to DIGITIMES, industry insiders revealed that the three major memory manufacturers have completed the capacity allocation negotiations for the entire year of 2027 in advance, with both DRAM and HBM capacities sold out. In terms of NAND Flash, although it is not as tight as DRAM, it is expected that the capacity will also be fully booked by the end of August 2026. ADATA Chairman Chen Libai confirmed that applications related to HBM and AI servers will account for nearly 70% of DRAM capacity, while the supply of DRAM for PCs and mobile phones will be relatively limited.Industry assessments indicate that Samsung, Micron, and SanDisk's NAND capacity for the entire year of 2027 has also been pre-sold, with Kioxia and SK Hynix expected to confirm by the end of August. SK Group Chairman Chey Tae-won previously stated that the demand for AI semiconductors in 2027 is expected to increase by 60-100% compared to 2026, with storage demand expected to grow by 50-60%, leading to a potential widening of the supply-demand gap and possibly facing "the most severe shortage in history." Industry insiders pointed out that the capacity allocation model is more orderly compared to 2026, but the amount that manufacturers can provide is usually only 60-70% of customer demand, leaving some small and medium buyers still facing the dilemma of having no products to purchase. The price increase of memory may slow down in 2027, but remaining high could become the norm.

According to Jinshi reports, China Merchants Securities released a research report stating that the AI industry is currently still facing real supply constraints, and there has not yet been a significant overall surplus. Large technology companies are still increasing investments in AI infrastructure, and customer demand for additional supply continues to grow.Microsoft's computing power utilization and SK Hynix's order situation indicate that the current industrial contradictions mainly manifest as insufficient supply of high-performance computing power, advanced storage, and data center support. Short-term investment opportunities can be focused on alleviating computing power bottlenecks.

According to a report by Fortune, stablecoin issuer Circle announced the acquisition of nearly 1,000 blockchain-related patents from IBM. Circle officially characterized this acquisition as an important measure to "advance the global internet-native financial infrastructure." Following the announcement, the company's stock price rose by about 2%.However, analysts are cautious about this acquisition—IBM's own blockchain business has essentially declared failure, and its patent portfolio reflects more of a patent application technique rather than true technological innovation.There are concerns that Circle may use this batch of patents to initiate lawsuits against competitors, collect patent licensing fees, or pressure startups, and it is also possible that they could transfer them to patent troll companies for extortion-style protection.