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Venture capital fund Team8 announced the completion of a new fundraise of $365 million. This round of fundraising includes $265 million for Team8 Capital's third fund, as well as over $100 million for follow-on investments in existing portfolio companies.The new fund will focus on investing in seed and Series A stage AI-native companies, covering areas such as cybersecurity, AI infrastructure, and fintech, with a particular emphasis on infrastructure projects that help businesses deploy AI while ensuring security, governance, and control capabilities. Team8 currently manages assets close to $2 billion.Previously, Team8 has co-invested in several cryptocurrency and AI companies, including cryptocurrency institutional wallet developer Curv, AI compliance platform IVIX, and AI data leak prevention company Jazz.

According to Gate market data, oil prices fell slightly after rising for five consecutive trading days, with WTI crude oil dropping below $82 per barrel and Brent crude oil briefly falling below $87. Traders are awaiting progress on the reopening of the Strait of Hormuz. The International Energy Agency stated that the global oil market faces a supply gap of 1.8 million barrels per day this quarter, more than double the previous forecast. Gasoline and diesel prices in the United States have reached new highs for this time of year.

According to sources, Google co-founder Sergey Brin has urged employees in recent months to focus on bringing the Gemini model back to the forefront of artificial intelligence.

The senior deputy governor of the Bank of Korea stated that the central bank is more focused on demand-side inflation pressures rather than supply-side, and revealed that there will be additional interest rate hikes.

Morgan Stanley announced the launch of the "U.S. Innovation Infrastructure Initiative," which aims to drive approximately $1.5 trillion in capital raising and investment activities over the next 10 years to support U.S. economic growth.The initiative will focus on strategic areas such as artificial intelligence, quantum technology, and semiconductors, and will promote the construction of digital and physical infrastructure.

According to Cointelegraph, Nansen's CEO Alex Svanevik stated in a recent interview that Robinhood is unlikely to launch a token, as this could create competition with its publicly traded stock HOOD.Alex Svanevik pointed out that the Layer 2 network currently launched by Robinhood is already operating based on the Ethereum ecosystem and has a Gas token for paying network fees, so there is no need to issue an additional platform token. He believes that the core purpose of Robinhood's layout of blockchain infrastructure is to enhance product capabilities using blockchain technology, rather than financing through token issuance or building a new economic model.Previously, the market speculated that Robinhood might follow some crypto projects to launch an ecosystem token, but it seems that the company is more likely to use blockchain as an underlying technological tool rather than building a business system around tokens.

Serenity posted that it remains bullish on the storage sector represented by Micron (MU) and Samsung, believing that the market often rotates between different supply bottlenecks. This week, stocks in the photonics sector, such as AXTI and LITE, have once again become the focus; compared to the decline in July, the main change is the stock price, followed by scattered narratives and business updates.He pointed out that the market was already aware during the July decline that COHR and LITE's laser products would be sold out for the next two years, and it had also learned about the demand imbalance from AAOI's last quarter earnings call. Aside from the changes in stock prices after liquidation, the fundamentals of the photonics sector have not deteriorated; the bottlenecks in optical transceivers and indium phosphide substrates remain unchanged and may even worsen.In terms of storage, Serenity stated that retail investors are showing signs of capitulation, but the same group had previously signed 16 SCAs with MU and had extremely bullish forecasts. He believes that the current operating profit to market value ratio of the storage business is "extremely unreasonable," and that next year's demand imbalance may be even more severe; the only thing that has changed for the same company is the valuation and narrative, while the market rotates between different sectors.

Galaxy Research stated that Ethereum and Solana are re-evaluating their token issuance mechanisms, with the core issue being how to balance the token budget required for network security with long-term supply pressure. Adjusting the inflation rate may have an impact.

The U.S. unemployment rate and non-farm data for July will be released at 20:30 Beijing time tonight. Institutions forecast the U.S. July non-farm employment population as follows:Vanguard: +10,000; Berenberg Bank: +40,000; Scotiabank: +50,000; Moody's Analytics: +50,000;CIBC: +63,000; Deutsche Bank: +65,000; Nordea Bank: +65,000; UBS Group: +70,000;TD Securities: +70,000; Danske Bank: +70,000; Morgan Stanley: +70,000; HSBC Holdings: +70,000;Société Générale: +75,000; ING: +75,000; Bank of Montreal: +75,000; Goldman Sachs Group: +75,000;JPMorgan Chase: +75,000; Daiwa Capital: +75,000; Westpac Banking: +75,000; Standard Chartered Bank: +75,000;Panasonic Macro: +75,000; U.S. Bank: +75,000; Imperial Commercial Bank: +75,000; High-Frequency Economics: +78,000;Sumitomo Mitsui: +78,000; Oxford Economics: +80,000; Commonwealth Bank of Australia: +80,000; Bank of America Merrill Lynch: +80,000;ANZ Bank: +80,000; Lloyds Bank: +80,000; National Westminster: +85,000; Capital Economics: +90,000;Wells Fargo: +95,000; Barclays Bank: +100,000; Deutsche Bank: +100,000; Société Générale: +105,000;Citigroup: +115,000; Mizuho Securities: +115,000; Nomura Securities: +130,000; Reuters expectation: +80,000.

The Ethereum Foundation has released a job posting for a Protocol Security Researcher, part of the protocol security team, responsible for identifying security vulnerabilities in various aspects such as the execution layer, consensus layer, network layer, specifications, and client implementations. The work includes AI-assisted security research and automated vulnerability discovery, hard fork reviews, fuzz testing tool development, manual audits of protocol changes, and coordinating vulnerability disclosures.The team requires candidates to have deep experience with the Ethereum protocol, with a preference for engineers who have actively participated in protocol development and are familiar with the specifications of the execution layer or consensus layer. Common programming languages include Go, Rust, Java, C#, Nim, and Python. Remote work is available, and the position is open to candidates in Europe and globally.

Sam Blackshear, co-founder and Chief Technology Officer of Sui blockchain parent company Mysten Labs, announced his departure on August 6 to join Anthropic for defensive security research. He stated that this new position would allow him to continue to delve into frontline technology research and explore new fields at a time when the balance of power in cyber offense and defense is undergoing profound changes.Blackshear reflected that he has spent over 8 years developing the Move language and will continue to participate in the upcoming Move Foundation, while maintaining his role as an advisor to Mysten Labs and Sui ecosystem builders after his departure. Meanwhile, Evan (@EvanWeb3), who previously led technology teams at Apple and Meta, will take over the overall technical vision and research direction of Mysten Labs.

Robinhood's Robinhood Ventures announced the launch of its second venture capital fund RVII, aiming to raise $200 million, primarily investing in current or past incubated projects from Y Combinator. The fund will be listed on the NYSE, priced at $25 per share, and is expected to start trading on August 13. Unlike the previous first fund (RVI) which had zero performance fees, RVII will charge a 2% management fee and a 20% performance fee, with an annual total expense ratio of approximately 4.18%. Robinhood describes the fund as a "speculative" investment, "with significant loss risks" and no shareholder redemption rights.The first fund was launched in March, raising $658.4 million, primarily targeting late-stage companies such as Databricks, Stripe, OpenAI, and SpaceX, which fell 16% on its first trading day before rebounding about 30%. RVII will shift its focus to seed-stage projects. Sarah Pinto, head of Robinhood Ventures, stated that retail investors "do not need to wait for a company IPO to participate in early growth." Goldman Sachs serves as the lead underwriter, with Citigroup, JPMorgan, UBS, and Wells Fargo as co-managers, and the subscription window will close on August 12.

According to Jinshi reports, on August 5, 2026 (Wednesday), attention will be focused on several important financial data and events, including 14:45 France June Industrial Production MoM, 15:50 France July Services PMI Final, 15:55 Germany July Services PMI Final, 16:00 Eurozone July Services PMI Final, 16:30 UK July Services PMI Final, 17:00 Eurozone June PPI MoM, 20:15 US July ADP Employment Change, 21:45 US July S&P Global Services PMI Final, 22:00 US July ISM Non-Manufacturing PMI, and 22:30 US EIA Crude Oil Inventories for the week ending July 31.In addition, Federal Reserve Governor Cook will give a speech on the economic outlook the following day at 04:05.

According to Jinshi reports, today's key economic data and events to focus on include: 04:30 US API crude oil inventory for the week ending July 31, 08:15 speech by Federal Reserve Chairman Schmid, 09:45 China's July RatingDog services PMI, 14:45 France's June industrial production month-on-month, 15:50 France's July services PMI final value, 15:55 Germany's July services PMI final value, 16:00 Eurozone's July services PMI final value, 16:30 UK's July services PMI final value, 17:00 Eurozone's June PPI month-on-month, 20:15 US July ADP employment change, 21:45 US July S&P Global services PMI final value, 22:00 US July ISM non-manufacturing PMI, 22:30 US EIA crude oil inventory for the week ending July 31, 22:30 US EIA Cushing crude oil inventory for the week ending July 31, 22:30 US EIA strategic petroleum reserve inventory for the week ending July 31, and on the next day at 04:05, Federal Reserve Governor Cook will give a speech on the economic outlook.

SpaceX will release its first earnings report since going public after the U.S. stock market closes on Tuesday, with the market focusing on the operational performance of its three major businesses: Starlink, Starship, and AI. Since its listing on June 12, SpaceX's stock price has continued to decline, closing at $114.53 on Monday, about 15% lower than the offering price of $135, and nearly 50% down from its historical high of $225.64, with a market value evaporating by over $500 billion. Visible Alpha estimates its Q2 revenue to be around $6.9 billion, primarily driven by Starlink. In terms of AI business, SpaceX previously acquired xAI and established computing power supply collaborations with Google, Anthropic, and others, with Q1 AI business revenue reaching $818 million. Additionally, the Starship's 13th test flight was recently completed, but the booster recovery experienced a hard landing.After this earnings report, SpaceX will face a lock-up period expiration on Thursday, with approximately 911 million shares (valued at about $100 billion) becoming tradable, raising market concerns about potential selling pressure. Data from S3 Partners shows that investors shorting SpaceX have realized gains of about $8.3 billion. Institutions like New Street and Yorkville Advisors believe that the pullback may provide an entry opportunity for long-term investors, with the ultimate trend depending on the strategic signals released by Musk during the conference call.

According to Jinshi, today's key financial data and events to focus on include: the pending release of SpaceX's second-quarter performance, the pending FMS 2026 Flash Memory Summit, the release of the U.S. trade balance for June at 20:30, the announcement of U.S. JOLTs job openings and factory orders month-on-month for June at 22:00, and the release of U.S. API crude oil inventory data for the week ending July 31 at 04:30 the next day.