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According to Cointelegraph, asset management company VanEck stated that Bitcoin is approaching the cycle bottom, which may mean that investors should start to gradually rebuild their positions.

AI Economic Settlement Agreement AEON announced its integration with Colombia's national instant payment system Bre - B, allowing users to complete payments using cryptocurrency through the Bre - B standard QR code, while merchants receive payments in Colombian pesos (COP). AEON has supported over 50 million merchants globally, and this integration further extends the AI settlement network into the local payment systems of Latin America, providing the infrastructure support for AI and AI Agents to access real commercial scenarios and complete transactions and fiat currency settlements through local payment networks.

According to Catcher Predict monitoring, in the event "Kai and Speed complete the Minecraft challenge" on the prediction market Polymarket, the probability of the "yes" option in the sub-market "August 16" has experienced a sharp fluctuation, rising from 24% an hour ago to the current 41.5% (a fluctuation of 17.5%). Please note the impact of related breaking news.

According to Decrypt, the prediction market platform Kalshi announced a partnership with DoubleZero to provide real-time market data subscription services to trading institutions through DoubleZero Edge.The initial data covers Kalshi sports event contracts and cryptocurrency perpetual futures, including Level 1 (best quotes and transaction records) and Level 2 (multiple buy and sell orders) data, which can be directly used for pricing, hedging, and automated trading strategies. DoubleZero uses a multicast system to synchronize and push machine-readable data to all connected parties, significantly lowering the access threshold.

The Gate Research Institute recently reported on "The TradFi Battle of Cryptocurrency Exchanges: Gate CFD's Path to Cross-Asset Breakthrough," indicating that since 2026, cryptocurrency trading platforms represented by Gate have been accelerating their breakthrough of digital asset boundaries, with CFD business becoming the primary trading entry point connecting stablecoin funds and global traditional assets. As user demand for trading and hedging in gold, foreign exchange, stocks, indices, and commodities grows, industry competition has shifted from merely competing on leverage and trading varieties to a comprehensive contest of asset coverage, liquidity, execution quality, risk management, and capital efficiency.In this round of TradFi expansion, Gate is forming a clear first-mover advantage. According to publicly available data, Gate accounts for approximately 39.4% of the trading volume among the five platforms that have disclosed TradFi transaction amounts, completing its transition from catching up to leading in just two months, becoming the largest top-tier platform. More notably, Gate's layout is no longer limited to increasing CFD categories but is based on USDT and a unified account entry, connecting CFDs, perpetual contracts, stocks, ETFs, IPO Access, and wealth management, while further accommodating professional and institutional funds through tools such as API, copy trading, OES, and CrossEx. Whether Gate can convert its temporary transaction advantage into long-term liquidity, capital retention, and professional service capabilities in the next phase will be key to whether its TradFi strategy can form a sustainable barrier.

The mining pool Roughnecks, which supports the BIP-110 protocol, announced after a team meeting that it has decided to cease mining operations under the Roughnecks name and advised all miners using the current algorithm to pause mining on the BIP-110 chain until further notice. Roughnecks emphasized that this decision is not a failure of the BIP-110 movement, but a step towards the next journey, and thanked all supporters. The struggle will continue, but Roughnecks will no longer act as a pioneer.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "National Bank Open: Arthur Lindecknich vs. Brandon Nakajima," the sub-market "National Bank Open: Arthur Lindecknich vs. Brandon Nakajima" saw a dramatic fluctuation in the winning probability of the "Arthur Lindecknich" option, soaring from 18.5% an hour ago to the current 46.5% (a fluctuation of 28%). Please note the impact of related breaking news.

According to Jinshi reports, Federal Reserve's Daly stated that she "fully supports" the Federal Reserve's decision to maintain interest rates last week. She pointed out that with inflation levels significantly above the 2% target, the Federal Reserve needs to gather more data to determine what policies should be implemented in the future. Daly emphasized that the Federal Reserve should "closely monitor the incoming information" and be prepared to take action when necessary.

According to the Electronic Times, TSMC plans to further expand the outsourcing scale of the CoW (Chip-on-Wafer) segment in its CoWoS advanced packaging, entrusting more packaging orders to ASE and other OSAT manufacturers. CoWoS is TSMC's 2.5D packaging technology that connects AI processors such as GPUs with HBM through an intermediary layer, where CoW is the step of combining the chip with the intermediary layer, and WoS is the step of packaging the substrate. Previously, TSMC mainly outsourced the WoS segment, with only a small portion of CoW being entrusted.This move aims to alleviate the packaging capacity bottleneck caused by the continuous surge in demand for AI chips. TSMC holds about 90% of the global AI chip manufacturing market, but as the demand for self-developed chips from manufacturers like Nvidia and AI data centers skyrockets, capacity has become difficult to meet. Industry insiders expect OSATs to significantly increase equipment investment, especially in post-process areas such as wafer cutting and bonding. Several laser processing and bonding equipment suppliers in South Korea have been confirmed to be negotiating with OSATs regarding the supply of CoW equipment.

According to official news, Marvell Technology announced the launch of a new generation of memory solution portfolio for AI infrastructure, covering server-level AI storage, rack-level CXL memory expansion and pooling, as well as multi-rack optical interconnect shared memory, aimed at addressing the growing memory capacity and bandwidth bottlenecks in Agentic AI inference processes.Marvell stated that as AI model sizes increase, context windows extend, and KV Cache demand grows, traditional tightly coupled architectures of computing and memory are limiting AI inference efficiency. Through memory disaggregation, memory resources can be made more independent of computing resource expansion, improving GPU utilization and reducing data movement latency. The products released include:Bravera SC6 PCIe 6.0 SSD controller: Designed for AI inference storage scenarios, it helps cloud service providers migrate more KV Cache to high-performance SSDs, enhancing infrastructure efficiency. This product features an architecture compatible with multi-vendor NAND and is expected to begin sampling in the fourth quarter of 2026.Marvell Structera X memory expansion solution: Based on CXL technology, it supports rack-level memory expansion and resource pooling, helping data centers share and allocate memory resources more flexibly, reducing AI infrastructure costs.Marvell Photonic Fabric optical interconnect memory solution: Constructs a shared memory architecture across multiple racks using optical interconnect technology, supporting up to 32TB warm KV Cache offloading and helping AI inference clusters enhance throughput capacity.Marvell stated that the Photonic Fabric solution can achieve a 2 to 3 times increase in Token throughput under existing data center space and power consumption constraints, supporting larger scale models and longer context AI applications.Marvell executive Will Chu stated that AI infrastructure is transitioning from a single server architecture to a system where computing, memory, and connectivity operate in synergy, and in the future, memory needs to expand more independently to enhance resource utilization and Token efficiency.As the demand for AI Agents and large model inference continues to grow, memory capacity, bandwidth, and data transfer efficiency are becoming new focal points of competition in AI infrastructure, following computing power.

According to CryptoSlate, Solana increased the block computation unit limit from 60 million to 100 million on July 29, a 66.7% increase. This adjustment provides more parallel processing space for unrelated transactions, reducing the block occupancy rate of a single popular account from the original 20% to 12%.However, the computation limit for writing to the same account in each block remains at 12 million CU, and the incremental data limit for accounts is still 100 MB, which means the congestion bottleneck for popular accounts has not been fundamentally resolved. If a large number of transactions need to be written to the same popular account (such as a high-volume DEX or liquidation contract), they are still subject to this limit. The officials did not provide actual comparative data on transaction confirmation rates, fees, block propagation, or replay before and after the upgrade.

ChianCatcher news, cryptocurrency custodian BitGo announced on Monday the launch of the BitGo Link tool, which helps institutional clients connect their accounts at external centralized exchanges such as Crypto.com, Kraken, and Coinbase to the BitGo platform. Link provides a unified interface, allowing institutional finance teams to view and manage digital assets stored in BitGo custody and exchanges in real-time, supporting cross-platform rebalancing, margin or liquidity needs, and more.All transfers are processed through the BitGo Policy Engine, allowing users to set additional permission controls, and the system will automatically verify exchange records and track settlement status. This product is built on BitGo's existing Go Network and will support more exchanges and fund management features in the future.

According to the official announcement, Bitget has launched a direct connection API for US stocks, providing developers, quantitative teams, and institutional users with complete capabilities for programmatic access to the US stock, ETF, and options markets.The direct connection API for US stocks covers the entire chain of market data, order execution, and asset management, supporting access to US stocks, ETFs, and options under the same interface system. In terms of functionality, it supports market data such as basic information, real-time quotes, order book depth, and K-line, as well as transaction lifecycle management including order creation, cancellation, and execution queries.

Dongfang Harbor Chairman Dan Bin expressed his views this morning, stating that in July, the chip sector experienced a sharp decline and massive leveraged liquidations, but in the grand AI cycle, such a level of correction is both a necessary path and a sign of market health.The market has yet to fully understand the infinite demand potential of AI as an "intelligent" product. Concerns about capital expenditures from giants have echoed the early story of Amazon AWS, but the opportunities in AI are far greater. Funds are flowing back from low-quality tech stocks to high-quality targets, confirming the judgment of a "return of the king" by the end of 2026. Storage chips still face cyclical risks and high volatility, so it is advisable to wait for technical repairs, with a more optimistic view on fundamentally solid companies like Nvidia, Broadcom, and TSMC, as funds will flow more towards quality application layers.On the other hand, the business of hyperscale cloud providers is accelerating growth, with a large backlog of orders and an increasing growth rate, indicating that the previous punishment of capital expenditures was a misjudgment, and these investments will translate into certain future revenues. Looking ahead to August, the Nasdaq's rebound is expected to continue until Nvidia's earnings report, and the tech sector's rolling adjustment is nearing its end, with funds accelerating back into high-quality tech stocks.In terms of specific sector operations, it is currently not advisable to blindly chase high prices in the chip and storage (memory) sectors. However, investors can adopt a short-term band trading strategy of buying on dips until the storage sector completely emerges from its bottoming pattern on a technical level.

According to Jinshi reports, the Hang Seng Index Company launched the Hang Seng Hong Kong Stock Connect Artificial Intelligence Infrastructure Index on July 31. This index reflects the performance of Hong Kong-listed companies that can be traded through the Hong Kong Stock Connect, which provide foundational technologies for the development and deployment of artificial intelligence, covering fields such as semiconductors, electronic devices, infrastructure and hardware resource suppliers, and related components.

According to BBX data, yesterday global listed companies disclosed the latest real announcements regarding adjustments in cryptocurrency assets and business payment applications, with the following core dynamics:Hyperscale Data monetizes 100 BTC to build an AI data center: U.S. listed company Hyperscale Data, Inc. (NYSE American: $GPUS) announced the sale of 100 bitcoins to fund the construction of its AI data center located in Michigan. The company's CEO William Horne stated that this move is "converting one balance sheet asset into another," and clarified that the company's underlying belief in bitcoin has not changed.Quantum Solutions sells 1,000 ETH to inject into AIDC business: Japanese listed company Quantum Solutions announced that it sold 1,000 ETH through its merged subsidiary GPT Pals Studio Limited (GPT) for $1.9 million (approximately 311 million yen). The proceeds from the sale will be fully invested in the expansion of artificial intelligence infrastructure (AIDC) and data center business.Vida Global seamlessly accesses bitcoin payroll through the Lightning Network: U.S. listed company Vida Global (NYSE American: $VIDA) announced the adoption of Voltage Credit to pay its global team members in bitcoin via the Lightning Network. This mechanism utilizes a revolving credit line to instantly issue bitcoin and repays the balance in U.S. dollars at the end of each month, similar to processing standard vendor invoices, allowing the company to establish a cryptocurrency payroll settlement channel without directly holding a bitcoin wallet or reflecting cryptocurrency assets on its balance sheet.

According to monitoring by Catcher Predict, in the event "LoL Deep Exchange Team vs. Zero Point Team LCP Group Stage" on the prediction market Polymarket, the "Odd" option in the sub-market "Total Number of Kills Odd/Even" has experienced a dramatic fluctuation in win rate, soaring from 50.5% an hour ago to the current 90% (a fluctuation of 39.5%). Please note the impact of related breaking news.

According to DigitalAsset, South Korean Deputy Prime Minister and Minister of Economy and Finance Koo Yun-cheol stated at a plenary meeting of the National Assembly's Finance and Economy Planning Committee that the taxation of digital assets will be implemented as planned on January 1, 2027, and the system may be supplemented and improved if necessary thereafter.According to the current income tax law, the portion of income from digital asset transactions exceeding 2.5 million won will be subject to a 20% tax rate (including local taxes up to 22%). The implementation was originally scheduled for 2022 but has been postponed three times due to insufficient infrastructure. In response to concerns raised by People Power Party member Kim Sang-hoon regarding the non-application of loss carryforward deductions potentially leading to a decline in domestic demand and capital outflow, Koo stated that stock investments also do not allow for loss carryforwards, and the taxation can be reviewed and improved at any time. Regarding the introduction of a capital gains tax similar to that in overseas markets, Koo mentioned that a comprehensive and systematic consideration of the overall capital market is necessary.

AI Agent Economic Settlement Agreement AEON has announced its expansion into the South Asian market of Bangladesh and successfully integrated with the two major local mobile payment wallets, bKash and Nagad. Local consumers can directly use mainstream cryptocurrencies and mainstream Web3 wallets for offline retail and online consumption. The AEON payment network will automatically convert and settle local currency with local merchants in the backend.AEON has covered over 50 million merchants and more than 10,000 brands globally, accelerating the construction of a localized digital financial fiat settlement network across multiple countries, paving the way for the implementation of the agent economy in high-frequency payments in the real world.