ust

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Israel and Iran ceasefire lasts," the sub-market "August 9" saw the probability of the "yes" option fluctuate dramatically, soaring from 50% an hour ago to the current 78% (a fluctuation of 28%). Please note the impact of relevant breaking news.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated that the pressure level for Bitcoin remains around $67,500, and only a strong breakthrough can initiate a sustained rebound. Regardless, I maintain the previous viewpoint of gradually bottom-fishing in July and August, then waiting for a new bull market cycle. Analyzing the market in a volatile range and assessing bottom prices in the bottom range are not very meaningful.In AI US stocks, we analyzed the computing power company AGPU in our research report. They announced a new contract worth $1.5 billion last night, bringing the total contracts to over $3 billion, with the potential to complete $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring the interests of investors. These contracts will soon reflect in the upcoming financial reports.

As TRON DeFi Summer S1 enters its final sprint phase, JustLend DAO announces that it will hold a "Highlight Night" in-depth roundtable discussion on July 28 at 20:00 (SGT) in X Space. This event will feature several heavyweight industry guests, focusing on JustLend DAO's lending and borrowing market, Staked TRX, and energy leasing, among other core product matrices, comprehensively analyzing the synergistic effects of assets such as USDD, SUN, and JST within the TRON DeFi ecosystem. At that time, guests will guide you to unlock the triple play of "asset yield, liquidity release, and on-chain resources" in one go, aiming to help DeFi participants at different stages clearly outline the multiple application scenarios and value flows of TRON's core assets. Please stay tuned for the official X Space on July 28 at 20:00 (SGT) to jointly explore the highlights of the TRON DeFi ecosystem.

KB Financial Group announced the establishment of the "KB National Growth Unicorn Scale-up Fund," with a scale of 150 billion Korean won (approximately 108 million USD), fully funded by the group's subsidiaries' own capital, and managed by the KB Securities PE Growth Investment Division. The fund will focus on investing in companies in fields such as AI, semiconductors, secondary batteries, aerospace, mobile transportation, robotics, and biotechnology, aiming to cultivate unicorn companies in cutting-edge strategic industries.This decision was finalized at the "4th Productive Financial Consultation Meeting" held on July 24. KB Financial also formulated a financial support plan in line with the government's "three major super projects," covering support for semiconductors, power infrastructure investment, and physical AI companies and AI data centers. KB Financial plans to focus on discovering local innovative small and medium-sized enterprises through the CIB center and promote a shift in corporate evaluation culture from traditional financial statements and historical performance orientation to a evaluation system based on technological strength and future growth potential.

According to South Korean media Asiae, six leading Silicon Valley venture capital firms, including Sequoia Capital, a16z, Khosla Ventures, Lightspeed Venture Partners, General Catalyst, and NEA, announced the signing of a strategic investment cooperation memorandum (MOU) with the National Pension Service (NPS) of Korea, planning to jointly explore investment opportunities, share investment information, and strengthen global venture capital布局.Furthermore, the South Korean government is accelerating the promotion of policies to attract overseas venture capital, coupled with the launch of the "National Growth Fund," which has a scale of 200 trillion won. The market expects that the Korean venture capital sector will see a simultaneous inflow of policy funds, private capital, and overseas capital, with strategic industries such as AI and semiconductors likely to receive more investment. However, industry insiders warn that if a large amount of capital concentrates on a few popular companies, it may inflate company valuations and create bubbles, potentially facing valuation adjustment pressure during future IPOs and mergers and acquisitions, affecting fund returns.

Recently, the gold and silver markets have continued their upward trend, with high trading activity in the metals sector. According to market data from the Gate platform, gold (XAU) reached a 24-hour high of $4116.37, currently reported at $4096.54, with a 24-hour increase of 0.89%; silver (XAG) reached a 24-hour high of $60.16, currently reported at $59.51, with a 24-hour increase of 1.74%. According to CoinGlass data, the open interest for Gate XAU contracts reached $219 million, and the open interest for Gate XAG contracts reached $58.7915 million, both ranking among the top two in the industry.

According to CoinDesk, the U.S. Commodity Futures Trading Commission (CFTC) has informed prediction market companies that they often exceed the regulatory boundaries when establishing a large number of event contracts.The CFTC warned that the agency needs more specific information in order to evaluate contract submissions on a case-by-case basis.

The EU's Markets in Crypto-Assets Regulation (MiCA) competition phase is coming to an end, but the real challenges for businesses are just beginning. The high costs of maintaining a compliant operational system may change the landscape of the European crypto industry. In the future, the focus of industry competition may shift from "who can obtain a license" to "who has the capacity to bear regulatory costs," driving companies to achieve scalable development through mergers, joint ventures, or partnerships with banks.As MiCA gradually takes effect and the UK's crypto regulatory framework is about to take shape, the European crypto industry is entering a new phase of consolidation. Industry insiders believe that high regulatory standards may spur a new wave of mergers and acquisitions, and cooperation between crypto-native companies and traditional financial institutions will deepen further. This trend in the UK market may be even more pronounced. The UK's Financial Conduct Authority (FCA) is developing a new regulatory framework for crypto assets, which is expected to incorporate crypto businesses into the existing financial services regulatory system, subjecting them to capital, operational, and customer asset protection requirements similar to those faced by traditional investment institutions.Steven Lightstone, a partner at Morgan Lewis's London office and co-head of the global fintech team, stated that the FCA aims to promote market competition and support new entrants, but its regulatory standards will be very strict when it comes to consumer protection. Unlike the EU's independently operating MiCA framework, the UK approach will directly utilize the existing financial regulatory system to manage crypto businesses. Meanwhile, the increase in regulatory certainty is driving European banks to accelerate their entry into the digital asset space. Sygnum Europe CEO Simon Schneider noted that currently, less than 20% of banks in Europe offer crypto-related services, indicating a significant market gap. The greatest value of MiCA is not just in creating a new licensing system, but in providing legal certainty for financial institutions to enter the digital asset market.He pointed to Switzerland as an example, where after the introduction of regulations on distributed ledger technology, most large Swiss banks began offering digital asset services, a path that may be replicated in other parts of Europe in the future. In the future, banks may not necessarily replace crypto-native companies but are more likely to rely on specialized infrastructure service providers to collaborate in areas such as custody, brokerage, staking, and asset tokenization. As companies that fail to obtain MiCA licenses gradually exit the European market, assets may further concentrate among regulated entities. However, Schneider believes that self-custody models and institutional custody models will continue to coexist in the long term. Industry insiders believe that the European crypto industry is entering a "regulation-driven consolidation cycle." For crypto startups that previously relied on rapid innovation and asset-light models, the core competitiveness in the future may no longer be just technological speed, but compliance capability, capital scale, and the ability to integrate financial infrastructure.

According to the official announcement, BitMart has announced that after assessing its operational status, market environment, and future strategic direction, the platform has decided to orderly cease trading operations. Starting from July 26 at 01:30 (UTC), BitMart will gradually stop new user registrations and cryptocurrency, fiat currency deposits. The contract accounts will enter a mode of only reducing positions, spot trading will stop accepting new orders, and automated services such as copy trading, grid trading, and API trading will also gradually shut down.Starting from August 26 at 01:00 (UTC), BitMart will stop all spot, contract, and other trading services. Any contract positions that have not been closed by then may be processed according to the marked price, index price, or applicable settlement rules. Financial management, staking, lending, and Launchpad products will be terminated in phases, with specific redemption and settlement arrangements to be notified separately.The platform plans to officially cease trading platform operations on January 31, 2027, at 15:59 (UTC). After the shutdown, users will still be able to log into their accounts, view their history, and submit withdrawal requests within a specified period. BitMart advises users to complete identity verification and close all positions before August 26 at 01:00, and to submit withdrawal requests before 05:00 on the same day.Withdrawal services are still available, but some requests may be subject to manual review due to KYC, device and account security, source of funds, withdrawal address, Travel Rule, sanctions screening, and other requirements. BitMart reminds users to download and save their account balances, deposit and withdrawal records, and transaction history in advance, while also being vigilant against scams impersonating platform personnel who charge "expedited fees," "unfreezing fees," or request passwords, verification codes, private keys, and mnemonic phrases.

NVIDIA CEO Jensen Huang stated in a Bloomberg podcast interview that South Korea is in a "golden era," and its semiconductor and industrial capabilities can help build AI infrastructure globally. NVIDIA has reached multiple collaborations with SK Group, and the scale of their future business exchanges in areas such as storage procurement, AI supercomputers, and data center construction will exceed $500 billion. NVIDIA will purchase a large number of storage chips from SK Hynix for several consecutive years and will work together to advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products.Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to a maximum of 2 gigawatts soon, and NVIDIA will sell supercomputers to it. The cooperation between the two parties includes both NVIDIA's procurement of storage and SK Group's procurement of AI infrastructure.Jensen Huang believes that as AI entities and robots begin to use computers on a large scale, chip demand will no longer be driven solely by human users. In the next approximately 10 years, the global semiconductor industry scale may need to expand to 10 times its current size. Currently, resources such as HBM storage, land, electricity, and data center construction are all under tight conditions; the industry may be capable of doubling its capacity each year, but faster expansion will be very difficult. The entire industry may be able to double its supply scale each year, but land, electricity, and factory space cannot expand as quickly as consumer electronics, so the construction of AI infrastructure may continue to progress at a limited pace over the next 10 years.Regarding the AI competition between China and the United States, Jensen Huang stated that both countries have excellent AI researchers. Although resources, conditions, and restrictions differ, both will continue to drive advancements in AI technology. The number of AI researchers trained in China each year may exceed the total in other regions of the world, and the United States still needs to continue learning, collaborating, and maintaining competition.

According to monitoring by Catcher Predict, in the predicted market event "Houston Astros vs. Chicago White Sox" on Polymarket, the "Houston Astros" option in the sub-market "Houston Astros vs. Chicago White Sox" has experienced a dramatic fluctuation in winning probability, soaring from 48.5% an hour ago to the current 91.5% (a fluctuation of 43%). Please note the impact of relevant breaking news.

Elon Musk posted on the X platform that X will open source all code related to the platform's systems in August and will submit it for third-party auditing.The auditing party will also verify whether the code running online is consistent with the open-source version.

According to official news, the one-stop trading platform Dango team announced that due to various reasons, the project has no viable path to achieve sustained commercial success and has decided to shut down. The team emphasized user fund safety, withdrawal restrictions will be lifted in the short term, and advised users to close positions and withdraw funds as soon as possible, while reminding that current liquidity is expected to be thin, and caution should be taken regarding slippage risk.At 20:00 Beijing time on July 29 (12:00 UTC), Dango will stop trading, and remaining positions will be closed at oracle prices. DLP gold deposits will be unlocked, and all funds will be returned to users' spot accounts in the form of USDC.At 20:00 Beijing time on August 13 (12:00 UTC), the Dango L1 blockchain will cease operation. At that time, any deposits that have not been withdrawn will be refunded to the user's original Ethereum deposit address.

According to monitoring by Catcher Predict, in the predicted market event "Houston Astros vs. Chicago White Sox" on Polymarket, the win probability for the "Houston Astros" option in the sub-market "Houston Astros vs. Chicago White Sox" has experienced significant fluctuations, rising from 17.5% an hour ago to the current 69.55% (a fluctuation of 52.05%). Please note the impact of relevant breaking news.

Monad stated on the X platform that the Phantom wallet will stop supporting the Monad network on August 12.Users need to migrate their on-chain assets to other EVM wallets compatible with Monad before this date to avoid affecting future use.