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Freddie Mac stated that the average rate for a 30-year fixed mortgage in the United States decreased from 6.69% a week ago to 6.67%, ending five consecutive weeks of increases.The U.S. job market is cooling, with price increases in July slowing down, and core inflation indicators dropping to a five-year low. The market expects the probability of a 25 basis point rate hike in September to fall to 38%. Stalled negotiations in the Strait of Hormuz have raised concerns about high oil prices, and U.S. home sales in July decreased by 4.1% compared to June.

According to the Nikkei News, individual investors in the Japanese stock market are accelerating their use of leverage to bet on AI trends. As of July, the amount of credit trading by individual investors in the Japanese stock market reached 123 trillion yen (approximately 1.09 trillion yuan), doubling since the beginning of the year and reaching the highest level since related statistics began in 2016.Data shows that in June, the scale of credit trading by Japanese individual investors hit a historical high, and in July it continued to maintain a high level. At the same time, the proportion of credit trading in the overall trading amount of individual investors rose to 83%, also setting a new record.AI concept stocks have become the main driving force behind the surge in credit trading, among which the credit buy balance of AI storage concept stock Kioxia reached 13.23 million shares as of August 7, making it one of the popular targets.Benefiting from the recent rise in the Japanese stock market, the overall performance of leveraged investors has been decent. The floating yield of credit trading investors briefly turned positive in June, although it fell back to a loss of 8.4% by the end of July, it is still better than the average loss level of the past 10 years (-10.2%).

NVIDIA announced a partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform.The platform aims to mobilize over $500 billion in third-party capital in the long term to support AI infrastructure development.

The number of wallets holding at least 10,000 bitcoins has increased to 90, reaching a six-month high, indicating that large investors are accumulating again.Since July 29, wallets holding between 10 and 10,000 bitcoins have cumulatively increased their holdings by approximately $1.5 billion worth of bitcoins; influenced by security concerns and regulatory delays, the number of smaller "micro" wallets continues to decrease. Analysts from the crypto market data platform Santiment indicate that the rotation of tokens from small holders to so-called "strong hands" historically tends to precede significant price fluctuations, and the likelihood of bitcoin breaking above $70,000 has increased.

Bitcoin Treasuries.NET posted on platform X that Strategy is celebrating its first purchase of Bitcoin's sixth anniversary.Since 2020, its Bitcoin holdings have increased year by year, from 70,470 coins to 840,447 coins.

OKX Wallet's Chinese announcement states that the total locked value (TVL) of X Layer DeFi has surpassed 100 million USD, growing nearly 10 times in the past six months.At the same time, the issuance scale of X Layer stablecoins has exceeded 2 billion USD, ranking among the top ten public chains globally; the cumulative number of active addresses has surpassed 4.2 million, and the total number of on-chain transactions has exceeded 400 million. OKX Wallet indicates that as liquidity continues to accumulate and the user base steadily grows, the next step will be to attract more assets, applications, and users to enter X Layer, driving the public chain to accommodate more real demands and further improve ecological development.

According to CNBC, the combined market value change of 6 U.S. tech giants that have released earnings reports this week is close to $2 trillion, as investors are selecting winners based on cloud business growth and AI capital expenditure returns.The combined market value of Alphabet, Amazon, and Microsoft increased by nearly $1.5 trillion, with Microsoft increasing by over $600 billion, and both Amazon and Alphabet increasing by over $400 billion.Meanwhile, Apple's market value evaporated by over $350 billion, Meta decreased by about $85 billion, and Tesla decreased by about $7 billion. Although Apple exceeded expectations in revenue, profit, and iPhone sales, it expects revenue growth of 9% to 11% this quarter, below analysts' expectations of 12%, and stated that shortages of memory chips and competition for wafer production capacity will continue to limit supply, causing its stock price to drop by over 7% on Friday.Amazon's AWS revenue in the second quarter grew by 37% year-on-year, marking the fastest growth rate since 2021, which drove its stock price up by over 15% on Friday. The company also raised its capital expenditure forecast for 2026 from $200 billion to $220 billion. Microsoft rose 15% on Thursday, while Meta fell 8%, indicating a clear divergence in the market's judgment on the AI investment returns of the two companies.Jefferies stated that the AI spending of tech giants is approaching $800 billion over the next 12 months. The current market debate is no longer whether there is real demand for AI, but whether long-term profits can support such large-scale investments.

According to CoinDesk, Bitcoin prices are stuck in a narrow range, with volatility dropping to a six-month low and trading volume shrinking. The average daily trading volume this month has fallen to $2.2 billion, the lowest since November 2023. Previously, K33 research director Vetle Lunde pointed out that the average daily trading volume in January had dropped to $5.1 billion.The Bollinger Bands have narrowed to their tightest level since January, with the Bollinger Band width indicator falling to 5.66 points. Analysts note that volatility is cyclical—prolonged price calm often signals a sharp movement in one direction, the direction is uncertain, but the calm itself is often temporary. The longer the calm lasts, the greater the potential force of the eventual breakout. In January of this year, Bitcoin was in a similar narrow range, and in the following weeks, volatility rose, with prices first climbing to nearly $98,000 and then dropping to around $60,000, followed by an increase in trading volume.

According to Jinshi reports, Kryvyi Rih in Ukraine was hit by Russian missile strikes, resulting in six deaths, including children, and eight injuries.

According to the latest ranking of stock derivatives exchanges released by RootData, Binance, MEXC, and Bybit are in the top three. The list is based on comprehensive scoring of exchanges supporting stock derivatives trading, considering dimensions such as trading volume, open interest, spreads, depth, trading costs, and data collectability. Among them:Binance scored 92, supports 136 contracts, has an open interest of approximately $2.539 billion, a 24h trading volume of approximately $15.765 billion, and a funding rate of +0.0002%.MEXC scored 91.6, supports 46 contracts, has an open interest of approximately $93.515 million, a 24h trading volume of approximately $28.4 million, and a funding rate of -0.0002%.Bybit scored 91.4, supports 122 contracts, has an open interest of approximately $91.865 million, a 24h trading volume of approximately $666 million, and a funding rate of +0.0006%.Compared to the same period last week, Bitget dropped from second to fourth place, and OKX dropped from third to sixth place.

The "whale" stated in a post on platform X, "Recently, several trades (in Bitcoin) have been short-term long positions, and no short positions have been taken, as the cost-effectiveness of shorting is too low at this time. Relatively speaking, we are already at a phase bottom, and I have a feeling that the trend for Bitcoin should soon emerge, starting a new round of increases. I am afraid of missing the signal for the start.This trade (referring to a long position of 69.4 BTC opened on the 18th) may be considered a medium to long-term position, depending on the situation, and short-term fluctuations cannot be ruled out. In the next six months, a large-scale correction in U.S. stocks related to artificial intelligence technology cannot be ruled out."

Decentralized AI Intelligent Network DGrid AI announced the latest data: cumulative revenue in the first half of 2026 exceeded $23 million, with more than 15,000 paid subscription users.DGrid also disclosed the completion of a $5 million seed round financing, with investors including Waterdrip Capital, IoTeX, Paramita VC, Zenith Capital, and other institutions. Achieving $23 million in revenue with $5 million in financing demonstrates high capital efficiency.DGrid aggregates over 200 mainstream models such as Claude, GPT, Gemini, and MiniMax through a unified AI Gateway, and ensures service quality and pricing transparency with its self-developed Proof of Quality (PoQ) mechanism, continuously building an open and verifiable decentralized AI infrastructure.

According to on-chain analyst Yu Jin's monitoring, the ETH/BTC exchange rate has recently rebounded from 0.02524 to 0.02855. A certain whale specializing in ETH/BTC exchange trading exchanged 13,708 ETH for 393.4 BTC half an hour ago, worth 25 million USD, shorting the ETH/BTC exchange rate, with a transaction rate of 0.02855.This whale is a coin-based trader; if the exchange rate falls, they can exchange back for more ETH. Over the past six months, through multiple exchange rate trades, they have increased their coin-based holdings by 6,475 ETH, worth 11.78 million USD.

Custodia Bank has submitted a petition for rehearing to the U.S. Supreme Court, requesting confirmation on whether the president of the regional Federal Reserve Bank has the authority to refuse to provide master account services to institutions. Custodia Bank has applied for a Federal Reserve master account multiple times and was denied by the Federal Reserve in 2023, citing significant safety and soundness risks associated with its new business model and its intended focus on digital assets.Custodia Bank subsequently appealed to the U.S. Tenth Circuit Court of Appeals, which ruled in favor of the Kansas City Federal Reserve Bank in 2024. The U.S. Supreme Court will decide in October whether to hear the case.

According to Onchain Lens monitoring, the Nasdaq-listed company Empery Digital has increased its holdings by 200 bitcoins (worth $12.84 million).In the past 6 days, the company has cumulatively increased its holdings by 1,200 BTC (worth $72.65 million).