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Brazilian Bitcoin treasury company OranjeBTC (B3: OBTC3) announced the launch of the Digital Yield ETF (DIGY11), which is created in collaboration with 3R Investimentos and MarketVector, and is expected to be listed on the Brazilian Stock Exchange B3 in early September.DIGY11 will initially invest in preferred shares issued by Strategy through STRC and preferred shares issued by Strive through SATA, distributing returns to investors in Brazilian reais on a monthly basis while providing daily liquidity and currency hedging. Under current market conditions, DIGY11 is expected to provide an annualized distribution yield equivalent to CDI plus approximately 3% to 5%, but this estimate does not include fluctuations in the fund share price and does not constitute a guarantee of returns. This ETF does not directly invest in Bitcoin but provides Brazilian investors with a localized channel to access USD returns and exposure to Bitcoin ecosystem assets by holding preferred shares related to Bitcoin treasury companies.

According to official news, Bitget C2C has officially launched the merchant ecosystem recruitment. This recruitment adopts a selective and invitation-based model, with dedicated business managers providing one-on-one access. The platform requires that applying merchants must be certified merchants from other platforms and have more than 180 days of industry experience; for senior high-level merchants, a "certificate direct upgrade channel" is open, allowing for direct upgrades to bulk merchants based on relevant certifications and transaction records, enjoying expedited review, 1V1 exclusive connection, and platform traffic exposure support.To accelerate ecosystem construction, Bitget has launched a dual incentive program. New merchants can receive a 100 USDT onboarding reward after completing specified tasks; existing merchants can receive up to 200 USDT referral rewards for each new merchant they successfully refer, with no limit on the number of referrals. The event will last until September 30 at 23:59 (UTC+8). For more details, please refer to the Bitget official platform.

Chairman Paul S. Atkins of the U.S. Securities and Exchange Commission (SEC) wrote to Robert Walley, Chairman of the Consolidated Audit Trail (CAT) Operating Committee, indicating that the SEC plans to undertake a comprehensive reform of the CAT system, including adjustments to its governance structure, funding sources, and operational model.Atkins stated that during his tenure, the SEC has significantly reduced the annual operating costs of CAT by issuing exemptions and approving amendments to the CAT NMS plan, and has eliminated the requirement to report personally identifiable information (PII) to the CAT system.These reforms have lowered system costs and the scope of data collection, but CAT still faces fundamental issues regarding costs, governance, and funding mechanisms. To address these issues, the SEC released a concept request for comments on April 16, 2026, to conduct a comprehensive review of CAT and other audit trail systems and data sources used in the regulation of U.S. securities markets.The SEC indicated that it has received hundreds of feedback comments, with one core consensus being that investors and market participants want the SEC to take more responsibility for the management and funding arrangements of CAT.Atkins stated that he has asked SEC staff to propose deep reforms for CAT, including: 1. Exploring new funding sources for CAT, including the use of congressional appropriations and transaction fees under Section 31 of the Securities Exchange Act; 2. Drafting rule proposals that, if approved, would repeal Rule 613 and require exchanges, FINRA, and broker-dealers to continue using the existing CAT infrastructure and reporting standards to submit CAT data directly to the SEC or its designated agency; 3. Assessing the internal resource needs of the SEC to prepare for the SEC's future assumption of governance responsibilities for CAT.The SEC expects that this reform will involve multiple stages and will need to be advanced simultaneously, with the overall transition potentially lasting until the end of 2027.

Grayscale Research Director Zach Pandl stated that the global alternative asset market has grown nearly 7 times since the 2008 financial crisis, with the share of private equity, private credit, hedge funds, physical assets, and cryptocurrency in global portfolios continuing to rise. According to the data he cited, within alternative assets, private equity accounts for about 29%, hedge funds about 23%, and cryptocurrency about 13%.Zach Pandl mentioned that differences in intergenerational allocation preferences may further strengthen this trend. According to a Bank of America survey of high-net-worth individuals, investors aged 21 to 43 allocate about 53% of their assets outside of traditional stocks and bonds, while the proportion for those aged 44 and above is 26%. With over $100 trillion in wealth expected to transfer to younger generations in the coming years, their stronger preference for alternative assets may provide ongoing tailwinds for cryptocurrency.He added that the lowering of entry barriers to alternative assets is one of the reasons for this shift, with cryptocurrency developing along similar paths; regulated products like Bitcoin ETPs and institutional-grade market infrastructure provide more convenient access to exposure.

According to SBS, the Financial Supervisory Service (FSS) of South Korea has begun a comprehensive reform of its system to address compensation issues related to financial fraud, including voice phishing involving virtual assets. The FSS launched the "Financial Fraud Loss Compensation System Improvement Project" on August 6. This project aims to reform the existing compensation calculation system centered on the Korean won, in preparation for including virtual asset losses in the compensation scope starting in October this year.The current system primarily calculates compensation amounts based on losses valued in Korean won, but after the reform, a compensation ratio will be adopted, taking into account the type and quantity of virtual assets involved. Additionally, during payment suspensions, the Korean won exchange value of virtual assets will also be included in the calculations.

This week will see several important events and data. On Monday, the Bank of Japan will release the summary of opinions from the July monetary policy meeting. On Tuesday, the Reserve Bank of Australia will decide on interest rates and hold a press conference. On Wednesday, the United States will release the July CPI data and EIA crude oil inventory. On Thursday, the UK and Eurozone will publish various economic data, and JD.com and Tencent will release their financial reports. On Friday, France and the Eurozone will release CPI and GDP data, and a new round of pricing adjustments for domestic refined oil will begin.

Blockstream CEO Adam Back criticized the arguments of BIP-110 supporters, stating that the claim "Bitcoin supports spam data" is incorrect, and that all Bitcoin participants dislike network spam data. Adam Back pointed out that Bitcoin cannot achieve absolute censorship at a mathematical level, and that the BIP-110 proposal itself has many flaws that prevent it from functioning effectively, thus it has not gained network consensus. He emphasized that forcibly pushing rule changes without consensus could ultimately lead to a fork similar to Bitcoin SV (BSV).Previously, BIP-110 sparked community controversy for attempting to limit non-financial data storage on the Bitcoin blockchain. Supporters of the proposal planned to push for rule changes through a user-activated soft fork (UASF), but currently, miner support has not reached the activation requirement, and the market is concerned whether this controversy will further evolve into a split in Bitcoin network governance.

Bank of America reiterated its "Buy" rating on SpaceX after the earnings report, maintaining a target price of $235, which is approximately 87.5% higher than the reference price of $125.33 after the earnings report. Bank of America believes that its bullish logic is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America expects SpaceX's AI business revenue to approach $24.5 billion by 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, the collaboration with Anthropic has been contributing revenue since May of this year, and the computing power collaboration with Google is expected to start in October this year. As a result, Bank of America has raised its performance forecasts for the next few years: the revenue forecast for 2026 has been raised by about 15% to $46.9 billion; the revenue forecast for 2027 has been raised by about 29% to $100.7 billion; the revenue forecast for 2028 has been raised by about 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will still maintain large negative free cash flow in the coming years. It estimates: free cash flow of -$43.6 billion in 2026; -$45.4 billion in 2027; and -$37.4 billion in 2028.

According to Bloomberg, the UAE is considering investing up to 1 trillion yen (approximately 6.3 billion USD) in the construction of an artificial intelligence data center, led by the Abu Dhabi sovereign wealth fund Mubadala Investment Co. The project is planned to be located in Akita Prefecture in northern Japan, with a planned installed capacity of 500 megawatts, and may involve other domestic and foreign investors participating together.Currently, this information has not been publicly disclosed, and relevant details are still in the evaluation stage.

According to Jinshi reports, the governor of the Yaroslavl region in Russia stated that a local oil refinery caught fire after a drone attack.

According to Jinshi reports, Ukrainian President Zelensky stated that Ukraine has launched attacks on two Russian oil refineries.

ByteDance founder Zhang Yiming clearly stated at the Seed team all-hands meeting last month that the company will not use model distillation as a shortcut to catch up with large models, even if it temporarily falls behind domestic competitors. He urged the team to be willing to sacrifice short-term gains for long-term goals.Distillation refers to allowing a new model to learn from the outputs of a stronger model, which can save training time and computational power. Internally, ByteDance believes that this choice will make it more difficult for Seed's language model to catch up with domestic peers like DeepSeek, Kimi, and Qianwen in the short term. However, ByteDance is more concerned about political risks: the company has long faced scrutiny from the U.S. government due to TikTok, and if it is accused of massively extracting the capabilities of cutting-edge U.S. models, Washington may apply pressure on TikTok again. Previously, Anthropic accused DeepSeek, Dark Side of the Moon, MiniMax, Zhiyu, and Alibaba of massively extracting Claude's capabilities, but did not name ByteDance.

According to Globenewswire, Bitcoin mining company PowerCompute (formerly LM Funding America) announced the completion of a $18 million debt refinancing, using 307 BTC from PowerCompute's inventory as collateral. This replaces previous loans including a $11 million loan from Galaxy Digital, a $5 million loan for the acquisition of a 15 MW facility in Oklahoma, and a $2 million loan for the acquisition of an 11 MW facility in Mississippi.This refinancing will drive its expansion from Bitcoin mining to high-performance computing (HPC) and artificial intelligence (AI) infrastructure.

According to Jinshi, U.S. President Trump stated that he would prefer to reach an agreement with Iran.

According to Jinshi reports, since the U.S. Supreme Court ruled that the Trump administration's use of emergency powers to impose tariffs on trade partners was invalid, approximately $100 billion in tariff refunds have been paid. U.S. Customs officials reported to a judge at the U.S. Court of International Trade on Tuesday that this amount accounts for 60% of the total $165 billion collected from the president's "Liberation Day" tariffs.

According to Bitcoin Archive, SEC Commissioner Hester Peirce stated that she remains optimistic about the U.S. Congress passing the CLARITY Act and mentioned that there is still much that can be done even if the bill does not pass.Hester Peirce pointed out that the SEC will continue to advance relevant work, and regardless of whether the bill passes, the SEC will strive to push forward; even if the CLARITY Act fails to materialize, regulators still have significant room to promote the construction of a digital asset regulatory framework.Hester Peirce has previously called for clearer regulatory rules for crypto assets, believing that a clear market structure helps the U.S. maintain competitiveness in the digital asset space and reduces the long-term uncertainty faced by the industry.

According to Edaily, the South Korean Ministry of Economy and Finance has finalized the "2026 Tax Reform Bill," which does not include a clause for delaying the taxation of virtual assets. If passed by the National Assembly, profits from virtual asset transactions exceeding 2.5 million won will be taxed at a rate of 22%, with the first declaration due in May 2028.This taxation has been postponed three times previously, and the opposition party has proposed a repeal bill, facing significant opposition amid the current market downturn.

According to BBX data, yesterday global listed companies disclosed the latest official data on adjustments and increases in their cryptocurrency asset reserves, with the core information as follows:Strategy cashed out $104.7 million for dividends and buybacks: Strategy Inc. (NASDAQ: $MSTR) submitted an 8-K filing to the U.S. SEC revealing that the company sold 1,638 bitcoins at an average price of approximately $63,957 from July 27 to August 2, 2026, totaling about $104.7 million. Of this, approximately $52.4 million was used to pay preferred stock dividends, and about $52.3 million was used to repurchase STRC preferred stock. As of August 2, Strategy held a total of 842,138 BTC (with a total holding cost of approximately $63.51 billion, at an average price of about $75,419).BitMine increased its holdings by 10,399 ETH last week: Bitmine Immersion Technologies (NYSE: $BMNR) officially disclosed that the company increased its holdings by another 10,399 Ethereum last week. As of August 2, 2026, its total Ethereum holdings have reached 5,797,813 ETH, accounting for approximately 4.8% of the total supply of Ethereum across the network.Capital B steadily increased its holdings by 1 BTC: French listed company Capital B (Euronext: $ALCAP) announced that it has again increased its holdings by 1 bitcoin in the secondary market. After this adjustment, the company's total bitcoin holdings rose to 3,140 BTC.The Smarter Web Company increased its holdings by 9 BTC: The Smarter Web Company (LSE: $SWC), a technology company listed in London, disclosed the latest treasury dynamics, revealing that the company recently increased its holdings by 9 bitcoins, bringing its total bitcoin holdings from the previous amount to 2,712 BTC.

According to Jinshi, the international credit rating agency Moody's has upgraded SK Hynix's credit rating to the A range for the first time, reflecting the company's enhanced competitiveness in the artificial intelligence storage market, as well as improvements in profitability and cash generation capability.Moody's raised SK Hynix's long-term issuer rating and senior unsecured bond rating by one notch, from "Baa1" to "A3," with a rating outlook maintained at "stable." This is the first time SK Hynix has received a Moody's A rating since it merged into the SK Group in 2012.

According to the 8-K document submitted by Strategy to the SEC, the company sold 1,638 bitcoins at an average price of approximately $63,957 from July 27 to August 2, 2026, totaling about $104.7 million, of which approximately $52.4 million was used to pay preferred stock dividends and about $52.3 million was used to repurchase STRC preferred stock.As of August 2, Strategy held a total of 842,138 bitcoins, with a total holding cost of approximately $63.51 billion and an average price of about $75,419.During the same period, the company sold 3,011,400 shares of MSTR common stock through the ATM program, raising approximately $290.6 million, of which $250 million was used to replenish dollar reserves, $28.9 million was used to repurchase STRC preferred stock, and $11.7 million was added to cash balance.In addition, the company repurchased 912,143 shares of STRC preferred stock for $81.2 million, with a remaining quota of approximately $893.8 million for the preferred stock repurchase plan. As of August 2, the company's dollar reserve balance was $4 billion, an increase of approximately $25 million from the previous week.