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According to on-chain analyst Ai Yi's monitoring, a certain whale previously shorted Bitcoin with a scale of 114 million dollars. After three stop-losses, it added 330 BTC again in the early morning, pushing the long position to exceed 110 million dollars, reaching 1742 BTC, with an opening average price updated to 63709 dollars.Currently, the floating profit is 292,000 dollars, and it has earned 118,000 dollars through funding fees.

ChianCatcher news, Circle's Senior Director of Strategy and Policy for the EU, Patrick Hansen, pointed out in a tweet that among the approximately 23 authorized electronic money token (EMT) issuers in the EU, only 9 have been granted permission to provide crypto asset services (CASP). This means that only these 9 can offer custody and transfer services for the stablecoins they issue, while the remaining 14 can only mint or burn tokens directly to customer wallets and cannot hold or send stablecoins on behalf of customers. This greatly limits the range of services that issuers can provide.Hansen stated that Circle has obtained the necessary CASP approval through the MiCA Article 60 notification procedure to provide custody or payment services related to USDC and EURC for institutional clients. He expressed surprise that more EMT issuers have not taken this step. The 9 that can currently offer some crypto asset services include Circle, Société Générale - Forge, CACEIS Bank, Banking Circle, Bridge, Fiat Republic, Newrails, Blue EMI, and Stable Mint.

According to Bloomberg, as a large number of high-growth startups emerge in fields such as artificial intelligence and biotechnology, private equity and Pre-IPO investment tools aimed at ordinary investors are rapidly increasing. Billionaire investor Bill Ackman's investment firm Pershing Square is preparing to launch a new fund to provide investors with the opportunity to participate in high-growth companies that are not yet publicly listed.Currently, Pershing Square has initiated the process to establish "Pershing Square Ventures." This fund will adopt a "permanent capital" model, allowing for long-term holding of investment targets and continuing to hold shares after the invested companies go public.Ackman and Pershing Square Chief Investment Officer Ryan Israel stated in a letter to shareholders that the new fund aims to capture investment opportunities in Pre-IPO companies and expand the company's investment scope beyond the public markets. At present, Pershing Square has not disclosed the target size of the fund, investment strategy details, or specific fundraising timeline.

U.S. Treasury bonds maintain their gains.

In July, the US CPI rose by 0.1% month-on-month and 3.4% year-on-year, while the core CPI increased by 2.5% year-on-year, overall in line with market expectations. As the market continues to assess the Federal Reserve's subsequent policy path, the impact of macro changes on asset allocation and trading strategies is continuously strengthening, further enhancing institutions' focus on liquidity management and trading execution efficiency.Against this backdrop, Gate institutions are continuously improving professional trading infrastructure. According to the transparency report released by the platform in July, Gate CrossEx added one mainstream exchange and 23 trading pairs, launched RPI Orders, reduced the highest fees of multiple exchanges by 50%, and introduced new APIs for market data, funding rates, batch order cancellations, and several WebSocket features; by optimizing concurrent order placement and execution feedback delays, system performance improved by 50%, while the launch of Colo services further reduced trading latency.In addition, SuperLink continues to optimize Fireblocks Gas management and settlement processes, further enhancing institutions' cross-platform asset management and trading collaboration capabilities. In the future, Gate institutions will continue to advance infrastructure upgrades around core capabilities such as trading execution, liquidity, and cross-platform collaboration, providing professional investors with more efficient and stable institutional-level trading services.

BIP-110 received only about 2.5% miner hash power support when the activation deadline was reached and failed to activate. The nodes executing the proposal forked from the mainnet at block height 961632, and a minority chain subsequently stopped producing blocks.Bitcoin Mechanic, a supporter of BIP-110, stated that this outcome proves Bitcoin has encountered "protocol capture," where large mining pool operators coordinate to influence consensus rules and undermine node sovereignty. Since the minority chain received less than 3% of the total network hash power, its inherited mining difficulty led to a halt in block production. Some supporters are considering changing the PoW algorithm through a hard fork, and Bitcoin Mechanic indicated that they would wait to resume node operations after the Bitcoin Knots update.Cysic founder and CEO Leo Fan stated that the difficulty adjustment mechanism protects the main chain, and the mandatory activation design of BIP-110 is the main issue. The anonymous owner of 1win pointed out that the proposal only received 2.53% support, below the 55% activation threshold, and the main chain is still continuously operating.

Market news shows that Bank of America hedge fund clients continue to increase their positions in U.S. stocks, with weekly buying intensity reaching a new high since 2008.

According to BBX data, global listed companies disclosed the following core dynamics regarding cryptocurrency asset allocation and the latest financial performance yesterday:Sweden's H100 treasury increased by 2455.4 bitcoins: The Swedish bitcoin treasury company H100 disclosed that its total bitcoin holdings have significantly increased to 3506 BTC, adding 2455.4 BTC. The official statement indicated that this large increase in holdings was due to a corporate acquisition completed in April this year (the acquisition target was NSDAS), and the newly added bitcoins were obtained directly through this merger transaction.Bitdeer released its Q2 financial report, with total revenue reaching $228.8 million: Bitcoin mining and AI infrastructure company Bitdeer (Nasdaq: BTDR) officially released its Q2 2026 financial report. The data shows that its total revenue for Q2 reached $228.8 million (a year-on-year increase of 47%); adjusted EBITDA was $31.1 million (a year-on-year increase of approximately 576%). In terms of profit, the gross loss for Q2 was $8.5 million (compared to a gross profit of $12 million in the same period last year), with a net loss of $92.28 million; as of June 30, its total cash and restricted cash amounted to approximately $496.3 million.Sharplink recorded $11.16 million in staking revenue for Q2: Ethereum treasury company Sharplink (Nasdaq: SBET) released its Q2 2026 financial report. The company's total revenue reached $11.53 million, achieving significant year-on-year growth, with the core contribution coming from $11.16 million in staking revenue. Affected by fluctuations in the cryptocurrency market, the company reported a net loss of $394.3 million (mainly consisting of a non-cash loss of $321 million in ETH and a provision for impairment of $76.09 million in Ls ETH/we ETH). The company emphasized that the above are all non-cash accounting losses and do not affect the actual ETH holdings. As of June 30, its total cryptocurrency assets were valued at approximately $1.416 billion, with a cash balance of $56.2 million.

JPMorgan Chase today officially raised its target level for the S&P 500 index at the end of 2026 from 7800 points to 8000 points, primarily due to a robust outlook for corporate earnings, while major tech companies are increasing their AI investments, which is expected to significantly accelerate revenue growth. This target level has about a 3% upside compared to the S&P 500's closing level last Friday.Currently, at least seven brokerage firms expect the S&P 500 to reach 8000 points by the end of 2026. JPMorgan analysts stated that as backlogged orders convert into actual revenue, the cloud computing business is expected to maintain strong growth, which will validate the rationale for AI capital expenditures and further alleviate market concerns about the return on invested capital. According to data from the London Stock Exchange Group, among the 436 S&P 500 constituent companies that have disclosed their Q2 financial reports, 85.1% exceeded analysts' expectations, significantly higher than the long-term average of 68% since 1994. So far this year, driven by optimism related to AI, the S&P 500 index has risen by about 13%.

According to FX News Group, the crypto platform Crypto.com and Trump Media & Technology Group Corp (NASDAQ: DJT) announced adjustments to their previously announced prediction market integration plan. The two parties will no longer develop a direct prediction market integration on Truth Social, but will instead shift to a marketing cooperation agreement to promote Crypto.com's prediction market products to the Truth Social user base.According to TMTG interim CEO Kevin McGurn, the company's strategic focus is on increasing revenue for Truth Social, continuing to expand its global media business, and completing the merger with TAE, and this marketing agreement aligns better with the company's priorities.It is reported that Crypto.com is actively expanding its product line beyond digital assets and has recently hired former OKX executive Iskandar Vanblarcum to lead its prediction market department.

Bitcoin Red Team member @Rob1Ham stated that OpenAI has prevented him from continuing security analysis on the Bitcoin codebase, despite his responsible disclosure of real vulnerabilities present in it.Rob1Ham mentioned that he had previously completed the authentication and onboarding process related to OpenAI's cybersecurity capabilities, but is currently unable to continue investigating whether the remediation measures are sufficient or if other vulnerabilities still exist. He stated that he will resume Bitcoin security research using Chinese open-source AI models in the future. Rob1Ham said, "Black hat hackers will not attack these issues, white hat hackers will." He also stated, "For those who do not comply with the rules and engage in harmful behavior, intelligence is unrestricted, while those committed to reducing harm are excluded."

According to CNBC, a research report published in March by the academic journal "Accounting Research Review" estimates that only 32% to 56% of cryptocurrency holders in the United States have reported their transactions to the federal government. The IRS will require brokers to send investors Form 1099-DA, detailing their total gains from digital assets, starting from the 2025 tax year. Accountants say that determining the taxes involved in digital asset transactions has historically been an extremely complex task, often much more difficult than calculating taxes for traditional financial assets like stocks and bonds.

According to CoinDesk, the controversial BIP-110 soft fork proposal officially entered the mandatory signaling phase at around 3:35 AM Beijing time this Sunday (UTC 19:35) at Bitcoin block height 961,632, marking the start of the signaling window. This proposal aims to temporarily restrict non-financial data from being written to the Bitcoin blockchain, but the current miner support rate is extremely low, with the proportion of supporting miners far below the 55% activation threshold required by the proposal. The market is concerned that this fork chain may expand its influence in the future as more nodes join, forcing miners to compromise, or it may gradually lose vitality due to a lack of computing power and ecosystem support. Meanwhile, several key figures in the Bitcoin industry have publicly opposed this proposal, including Strategy Chairman Michael Saylor and Blockstream CEO Adam Back. Opponents believe that BIP-110 could undermine consensus in the Bitcoin network and bring unnecessary risks of division.It is reported that the BIP-110 signaling period will last until Bitcoin block height 965,664, expected to conclude in about four weeks. At that time, the community will face a critical decision on whether to activate the proposal.

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.

GSR's latest report indicates that most DAOs in the crypto industry have structural defects in treasury management, with about 70% of treasury assets concentrated in the project's native tokens.GSR states that this asset structure may create a pro-cyclical negative feedback loop: when the price of the native token falls, the value of the treasury shrinks, while protocol revenue and market activity are affected, further increasing the financial pressure on the project.Project teams typically seek to hedge only after the token price has dropped, but by this time, the market's implied volatility has often risen, significantly increasing the cost of risk protection.GSR suggests that DAOs should separate operational reserves from long-term token holdings and consider using collar strategies to build downside protection, reducing the impact of market declines on the treasury and extending the project's funding usage cycle during bear markets.GSR believes that in the short term, more projects adopting hedging strategies may drive growth in trading volume in the crypto options market, but the impact on spot prices is limited; in the medium term, if the structure of DAO treasuries improves, it is expected to reduce systemic selling pressure in the market.

According to a16z crypto, the monthly spending on crypto payment cards has grown from a niche scale to $759 million. These cards allow users to pay with cryptocurrency in all scenarios that support traditional card organizations, with stablecoins converted to local currency at the point of sale, making it no different for merchants than regular card transactions.As of July 31, looking at the spending composition from various card programs, RedotPay has long held the majority share, while EtherFi, KAST, Karta, and others have gradually increased their share since the end of 2025. a16z crypto states that crypto cardholders do not need traditional bank accounts and can deposit stablecoins with the issuer or hold them directly through self-custody. These cards have expanded global users' access to dollar accounts and provided a convenient spending method for stablecoin holders.

Bitcoin News posted on the X platform that a Trezor user claimed their life savings were stolen after clicking on a Google sponsored search result impersonating Trezor. The phishing page was hosted on Google Sites and allegedly tricked victims into entering their wallet recovery seed.Trezor stated that it is upgrading its response to the report, working to remove the website, and reminding users to never enter their wallet backups or recovery phrases on any website or online form. Google sponsored phishing ads remain a persistent attack vector faced by cryptocurrency users.

As of the week ending July 31, foreign central banks held $25.534 billion less in U.S. Treasury securities, compared to a previous value of $33.902 billion.