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Are retail traders getting ready to stop playing Bitcoin? Market maker: The share of institutional crypto trading volume soars to 72%A latest report from market maker Wintermute states that institutional investors have now become the dominant force in the cryptocurrency market. In the first half of this year, of the spot trading volume on the company’s over-the-counter (OTC) platform, 72% came from institutional clients—an all-time high, up sharply from 61% in the second half of 2025.
Wintermute believes this means the cryptocurrency market is entering a new stage of maturity. As retail trading enthusiasm cools and funds shift toward the U.S. stock market, the market structure is gradually taken over by professional capital. Coin price volatility begins to narrow, and liquidity becomes more concentrated in a small number of major assets.
Are retail traders getting ready to stop playing Bitcoin? Market maker: The share of institutional crypto trading volume soars to 72%
A latest report from market maker Wintermute states that institutional investors have now become the dominant force in the cryptocurrency market. In the first half of this year, of the spot trading volume on the company’s over-the-counter (OTC) platform, 72% came from institutional clients—an all-time high, up sharply from 61% in the second half of 2025.
Wintermute believes this means the cryptocurrency market is entering a new stage of maturity. As retail trading enthusiasm cools and funds shift toward the U.S. stock market, the market structure is gradually taken over by professional capital. Coin price volatility begins to narrow, and liquidity becomes more concentrated in a small number of major assets.
Wintermute believes this means the cryptocurrency market is entering a new stage of maturity. As retail trading enthusiasm cools and funds shift toward the U.S. stock market, the market structure is gradually taken over by professional capital. Coin price volatility begins to narrow, and liquidity becomes more concentrated in a small number of major assets.
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Korea stocks deleveraged with great success! Morgan Stanley calls for “overweight” KOSPI, with a target of up to 9,000 pointsKorea stocks successfully deleveraged—Morgan Stanley is optimistic about the outlook
After brutal swing trading shakeouts and forced liquidations with unusually high volume, the Korean stock market has successfully achieved deleveraging.
Wall Street giant Morgan Stanley released a latest report saying it would raise its rating for South Korean stock investment from the previous “neutral” up to “overweight” in one fell swoop, calling for a target price of the KOSPI index of up to 9,000 points, and expressing confidence that the two leading semiconductor players, Samsung Electronics and SK hynix, will lead a rebound in the broader market.
young retail investors are deleveraged—excessive borrowing and leverage
Earlier this year, the Korean KOSPI index surged sharply, driven by the AI investment boom led by Samsung Electronics and SK hynix, making it a global focus.
Korea stocks deleveraged with great success! Morgan Stanley calls for “overweight” KOSPI, with a target of up to 9,000 points
Korea stocks successfully deleveraged—Morgan Stanley is optimistic about the outlook
After brutal swing trading shakeouts and forced liquidations with unusually high volume, the Korean stock market has successfully achieved deleveraging.
Wall Street giant Morgan Stanley released a latest report saying it would raise its rating for South Korean stock investment from the previous “neutral” up to “overweight” in one fell swoop, calling for a target price of the KOSPI index of up to 9,000 points, and expressing confidence that the two leading semiconductor players, Samsung Electronics and SK hynix, will lead a rebound in the broader market.
young retail investors are deleveraged—excessive borrowing and leverage
Earlier this year, the Korean KOSPI index surged sharply, driven by the AI investment boom led by Samsung Electronics and SK hynix, making it a global focus.
After brutal swing trading shakeouts and forced liquidations with unusually high volume, the Korean stock market has successfully achieved deleveraging.
Wall Street giant Morgan Stanley released a latest report saying it would raise its rating for South Korean stock investment from the previous “neutral” up to “overweight” in one fell swoop, calling for a target price of the KOSPI index of up to 9,000 points, and expressing confidence that the two leading semiconductor players, Samsung Electronics and SK hynix, will lead a rebound in the broader market.
young retail investors are deleveraged—excessive borrowing and leverage
Earlier this year, the Korean KOSPI index surged sharply, driven by the AI investment boom led by Samsung Electronics and SK hynix, making it a global focus.
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Delta Electronics Signs a NT$65 Billion Long-Term Deal with Infineon! Is Silicon Carbide (SiC) the Key Material for NVIDIA’s 800VDC?Delta Electronics (2308) reportedly signed a long-term supply agreement (LTA) with Infineon of Germany today, with a scale of up to US$2 billion (about NT$65 billion). The deal mainly covers key power semiconductor materials such as silicon carbide (SiC). This is Delta Electronics’ first procurement long-term agreement since the COVID-19 pandemic, and the market interprets it as a strategic move to secure an early advantage for NVIDIA’s 800VDC architecture.
Delta Electronics issues a clarification regarding the long-term agreement rumor: claims that the 800VDC timeline is delayed are overstated—it's actually not that way.
Delta Electronics’ stock price (2308) has recently been dragged down by market rumors. The main reason is that it is widely believed that the shipment timeline for NVIDIA’s 800VDC architecture will be delayed, raising investors’ concerns about Delta Electronics’ near-term earnings visibility. However, according to a report by the Economic Daily News, Delta Electronics signed a large-scale long-term supply contract worth several dozen billion NT dollars with Infineon today, further dispelling the market’s pessimistic rumors.
Delta Electronics Signs a NT$65 Billion Long-Term Deal with Infineon! Is Silicon Carbide (SiC) the Key Material for NVIDIA’s 800VDC?
Delta Electronics (2308) reportedly signed a long-term supply agreement (LTA) with Infineon of Germany today, with a scale of up to US$2 billion (about NT$65 billion). The deal mainly covers key power semiconductor materials such as silicon carbide (SiC). This is Delta Electronics’ first procurement long-term agreement since the COVID-19 pandemic, and the market interprets it as a strategic move to secure an early advantage for NVIDIA’s 800VDC architecture.
Delta Electronics issues a clarification regarding the long-term agreement rumor: claims that the 800VDC timeline is delayed are overstated—it's actually not that way.
Delta Electronics’ stock price (2308) has recently been dragged down by market rumors. The main reason is that it is widely believed that the shipment timeline for NVIDIA’s 800VDC architecture will be delayed, raising investors’ concerns about Delta Electronics’ near-term earnings visibility. However, according to a report by the Economic Daily News, Delta Electronics signed a large-scale long-term supply contract worth several dozen billion NT dollars with Infineon today, further dispelling the market’s pessimistic rumors.
Delta Electronics issues a clarification regarding the long-term agreement rumor: claims that the 800VDC timeline is delayed are overstated—it's actually not that way.
Delta Electronics’ stock price (2308) has recently been dragged down by market rumors. The main reason is that it is widely believed that the shipment timeline for NVIDIA’s 800VDC architecture will be delayed, raising investors’ concerns about Delta Electronics’ near-term earnings visibility. However, according to a report by the Economic Daily News, Delta Electronics signed a large-scale long-term supply contract worth several dozen billion NT dollars with Infineon today, further dispelling the market’s pessimistic rumors.
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SK Hynix plunges more than 8%! Cook’s remarks hit the three-way oligopoly; CXMT’s LPDDR6 is coming in strongSK Hynix fell more than 8% today; memory-related stocks also slid
After SK Hynix, a major Korean memory player, saw a retaliatory rebound last week, it closed down sharply today by 8.79%. Samsung Electronics also fell more than 8%.
The main driver behind this wave of selling pressure, besides Apple CEO Tim Cook, who hinted at an expanded set of DRAM procurement sources during an earnings conference, disrupting the existing three-way oligopoly, is that China’s memory heavyweight ChangXin Memory Technologies (CXMT) has reportedly entered the final stages of LPDDR6 development. It is expected to ramp up mass production by the end of this year, further intensifying volatility in the global memory market.
Cook’s remarks shake the oligopoly landscape, and Wall Street bears add more bets to throw things into chaos
SK Hynix plunges more than 8%! Cook’s remarks hit the three-way oligopoly; CXMT’s LPDDR6 is coming in strong
SK Hynix fell more than 8% today; memory-related stocks also slid
After SK Hynix, a major Korean memory player, saw a retaliatory rebound last week, it closed down sharply today by 8.79%. Samsung Electronics also fell more than 8%.
The main driver behind this wave of selling pressure, besides Apple CEO Tim Cook, who hinted at an expanded set of DRAM procurement sources during an earnings conference, disrupting the existing three-way oligopoly, is that China’s memory heavyweight ChangXin Memory Technologies (CXMT) has reportedly entered the final stages of LPDDR6 development. It is expected to ramp up mass production by the end of this year, further intensifying volatility in the global memory market.
Cook’s remarks shake the oligopoly landscape, and Wall Street bears add more bets to throw things into chaos
After SK Hynix, a major Korean memory player, saw a retaliatory rebound last week, it closed down sharply today by 8.79%. Samsung Electronics also fell more than 8%.
The main driver behind this wave of selling pressure, besides Apple CEO Tim Cook, who hinted at an expanded set of DRAM procurement sources during an earnings conference, disrupting the existing three-way oligopoly, is that China’s memory heavyweight ChangXin Memory Technologies (CXMT) has reportedly entered the final stages of LPDDR6 development. It is expected to ramp up mass production by the end of this year, further intensifying volatility in the global memory market.
Cook’s remarks shake the oligopoly landscape, and Wall Street bears add more bets to throw things into chaos
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“Xiaoyang Cards” allegedly involved in a 300 million NTD (3亿) embezzlement-and-flight scam! Reportedly, the person in charge fled abroad, and northern police have launched an investigationOfficial community disappears overnight, more than 3,800 people join a self-rescue group
A well-known store in Ximen, Taipei, “Xiaoyang Card Trading Shop,” is reported to have suddenly stopped operating without warning. Its official Facebook, Instagram, and LINE group accounts were shut down one after another, and the physical storefront also locked its front door. Because many players still have preordered items, consignment cards, and items they arranged for appraisal that have not yet been collected, the news quickly spread throughout Taiwan’s card trading community.
Source of image: the related community of “Xiaoyang Card Trading Shop” “Xiaoyang Card Trading Shop” reportedly suddenly stopped operating without warning, with its official Facebook, Instagram, and LINE groups shut down one after another
On August 3, the Taipei City Consumer Protection Officer visited the company’s registered address for an inspection, but no one answered on site. The Taipei City Department of Justice has reported the case to the relevant competent authorities and has handed it over to the Criminal Investigation Division of the Taipei City Police Department to investigate whether there are criminal liabilities such as fraud. The number of people in the self-rescue group formed by affected players has already exceeded 3,800, and the impacted scope continues to expand.
“Xiaoyang Cards” allegedly involved in a 300 million NTD (3亿) embezzlement-and-flight scam! Reportedly, the person in charge fled abroad, and northern police have launched an investigation
Official community disappears overnight, more than 3,800 people join a self-rescue group
A well-known store in Ximen, Taipei, “Xiaoyang Card Trading Shop,” is reported to have suddenly stopped operating without warning. Its official Facebook, Instagram, and LINE group accounts were shut down one after another, and the physical storefront also locked its front door. Because many players still have preordered items, consignment cards, and items they arranged for appraisal that have not yet been collected, the news quickly spread throughout Taiwan’s card trading community.
Source of image: the related community of “Xiaoyang Card Trading Shop” “Xiaoyang Card Trading Shop” reportedly suddenly stopped operating without warning, with its official Facebook, Instagram, and LINE groups shut down one after another
On August 3, the Taipei City Consumer Protection Officer visited the company’s registered address for an inspection, but no one answered on site. The Taipei City Department of Justice has reported the case to the relevant competent authorities and has handed it over to the Criminal Investigation Division of the Taipei City Police Department to investigate whether there are criminal liabilities such as fraud. The number of people in the self-rescue group formed by affected players has already exceeded 3,800, and the impacted scope continues to expand.
A well-known store in Ximen, Taipei, “Xiaoyang Card Trading Shop,” is reported to have suddenly stopped operating without warning. Its official Facebook, Instagram, and LINE group accounts were shut down one after another, and the physical storefront also locked its front door. Because many players still have preordered items, consignment cards, and items they arranged for appraisal that have not yet been collected, the news quickly spread throughout Taiwan’s card trading community.
Source of image: the related community of “Xiaoyang Card Trading Shop” “Xiaoyang Card Trading Shop” reportedly suddenly stopped operating without warning, with its official Facebook, Instagram, and LINE groups shut down one after another
On August 3, the Taipei City Consumer Protection Officer visited the company’s registered address for an inspection, but no one answered on site. The Taipei City Department of Justice has reported the case to the relevant competent authorities and has handed it over to the Criminal Investigation Division of the Taipei City Police Department to investigate whether there are criminal liabilities such as fraud. The number of people in the self-rescue group formed by affected players has already exceeded 3,800, and the impacted scope continues to expand.
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Settlement in just 80 seconds! How BIS tokenization project “Project Agorá” is set to reshape the cross-border payments ecosystemSix currencies completed real transactions; settlement takes only an average of 80 seconds
Project Agorá, promoted by the Bank for International Settlements (BIS), has recently completed the first round of real-money cross-border payment tests. A total of 28 central banks, commercial banks, and financial institutions participated. Across 17 transaction scenarios, using six currencies—Swiss francs, euros, pounds sterling, Japanese yen, South Korean won, and US dollars—they completed cross-border settlements totaling approximately 800,000 Swiss francs, or roughly 1,000,000 US dollars.
Test results show that from submission to completion of final settlement, the average time required is only about 80 seconds. Traditional cross-border payments often have to go through multiple correspondent banks, different time zones, and several sets of accounting and ledger systems. Project Agorá integrates the payment, foreign exchange conversion, and settlement processes into a single programmable platform, significantly reducing the time funds spend moving between different financial institutions.
Settlement in just 80 seconds! How BIS tokenization project “Project Agorá” is set to reshape the cross-border payments ecosystem
Six currencies completed real transactions; settlement takes only an average of 80 seconds
Project Agorá, promoted by the Bank for International Settlements (BIS), has recently completed the first round of real-money cross-border payment tests. A total of 28 central banks, commercial banks, and financial institutions participated. Across 17 transaction scenarios, using six currencies—Swiss francs, euros, pounds sterling, Japanese yen, South Korean won, and US dollars—they completed cross-border settlements totaling approximately 800,000 Swiss francs, or roughly 1,000,000 US dollars.
Test results show that from submission to completion of final settlement, the average time required is only about 80 seconds. Traditional cross-border payments often have to go through multiple correspondent banks, different time zones, and several sets of accounting and ledger systems. Project Agorá integrates the payment, foreign exchange conversion, and settlement processes into a single programmable platform, significantly reducing the time funds spend moving between different financial institutions.
Project Agorá, promoted by the Bank for International Settlements (BIS), has recently completed the first round of real-money cross-border payment tests. A total of 28 central banks, commercial banks, and financial institutions participated. Across 17 transaction scenarios, using six currencies—Swiss francs, euros, pounds sterling, Japanese yen, South Korean won, and US dollars—they completed cross-border settlements totaling approximately 800,000 Swiss francs, or roughly 1,000,000 US dollars.
Test results show that from submission to completion of final settlement, the average time required is only about 80 seconds. Traditional cross-border payments often have to go through multiple correspondent banks, different time zones, and several sets of accounting and ledger systems. Project Agorá integrates the payment, foreign exchange conversion, and settlement processes into a single programmable platform, significantly reducing the time funds spend moving between different financial institutions.
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Trump Media transfers 2,628 bitcoins to the exchange! Massive unrealized loss sparks market panic$165 million worth of bitcoin transferred to Crypto.com; the company denies having sold it
On August 2, the parent company of U.S. President Trump’s social media platform Truth Social, Trump Media & Technology Group (TMTG), had on-chain affiliated wallets complete two separate transactions transferring 2,628 bitcoins ($BTC) to Crypto.com. Based on the price at the time, this was valued at approximately $165 million. After the transfers were completed, the wallet publicly marked as belonging to Trump Media saw its balance fall to about 4,261 bitcoins, with a market value of approximately $268 million.
Source of the image: Arkham. On August 2, Trump media completed two separate transactions, transferring 2,628 bitcoins ($BTC) to Crypto.com
Trump Media transfers 2,628 bitcoins to the exchange! Massive unrealized loss sparks market panic
$165 million worth of bitcoin transferred to Crypto.com; the company denies having sold it
On August 2, the parent company of U.S. President Trump’s social media platform Truth Social, Trump Media & Technology Group (TMTG), had on-chain affiliated wallets complete two separate transactions transferring 2,628 bitcoins ($BTC) to Crypto.com. Based on the price at the time, this was valued at approximately $165 million. After the transfers were completed, the wallet publicly marked as belonging to Trump Media saw its balance fall to about 4,261 bitcoins, with a market value of approximately $268 million.
Source of the image: Arkham. On August 2, Trump media completed two separate transactions, transferring 2,628 bitcoins ($BTC) to Crypto.com
On August 2, the parent company of U.S. President Trump’s social media platform Truth Social, Trump Media & Technology Group (TMTG), had on-chain affiliated wallets complete two separate transactions transferring 2,628 bitcoins ($BTC) to Crypto.com. Based on the price at the time, this was valued at approximately $165 million. After the transfers were completed, the wallet publicly marked as belonging to Trump Media saw its balance fall to about 4,261 bitcoins, with a market value of approximately $268 million.
Source of the image: Arkham. On August 2, Trump media completed two separate transactions, transferring 2,628 bitcoins ($BTC) to Crypto.com
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More AI starts going out of control! Claude accidentally entered the systems of three companies; the OpenAI model escape case is not just oneAnthropic reveals that its Claude accidentally entered the systems of three companies
After OpenAI admitted that one of its in-house models lost control and hacked the open-source AI platform Hugging Face, Anthropic, the developer of Claude, also disclosed similar incidents.
In a new official article, Anthropic said that when it reviewed 141,006 assessment records that might involve network access risk, it found three incidents. These involved Claude connecting to the internet during interactions with its third-party evaluation partner, Irregular, and then accessing the official systems of three different organizations without authorization.
Anthropic explains that these events all occurred during a capture-the-flag cybersecurity test. The model was instructed, in a fictional scenario, to break into another machine to obtain hidden confidential information.
More AI starts going out of control! Claude accidentally entered the systems of three companies; the OpenAI model escape case is not just one
Anthropic reveals that its Claude accidentally entered the systems of three companies
After OpenAI admitted that one of its in-house models lost control and hacked the open-source AI platform Hugging Face, Anthropic, the developer of Claude, also disclosed similar incidents.
In a new official article, Anthropic said that when it reviewed 141,006 assessment records that might involve network access risk, it found three incidents. These involved Claude connecting to the internet during interactions with its third-party evaluation partner, Irregular, and then accessing the official systems of three different organizations without authorization.
Anthropic explains that these events all occurred during a capture-the-flag cybersecurity test. The model was instructed, in a fictional scenario, to break into another machine to obtain hidden confidential information.
After OpenAI admitted that one of its in-house models lost control and hacked the open-source AI platform Hugging Face, Anthropic, the developer of Claude, also disclosed similar incidents.
In a new official article, Anthropic said that when it reviewed 141,006 assessment records that might involve network access risk, it found three incidents. These involved Claude connecting to the internet during interactions with its third-party evaluation partner, Irregular, and then accessing the official systems of three different organizations without authorization.
Anthropic explains that these events all occurred during a capture-the-flag cybersecurity test. The model was instructed, in a fictional scenario, to break into another machine to obtain hidden confidential information.
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Can cold wallets be stolen too? CZ Zhao calls for asset diversification: there is no 100% security in the crypto worldColdcard vulnerability expands; losses approach $89 million
After the Bitcoin hardware wallet Coldcard revealed a major security vulnerability, Binance co-founder Changpeng Zhao (CZ) publicly reminded cryptocurrency holders that even long-operating hardware wallets that are considered to be relatively secure may still result in stolen assets due to firmware or software errors. Investors should not concentrate all their funds in a single wallet.
CZ said in a post on the X community platform on August 1 that hardware wallets may still have vulnerabilities, and products with many years of history cannot completely rule out risk. He suggested that users consider storing assets across multiple wallets to reduce losses when a single device or private key is compromised. However, diversified management also introduces new operational and custody risks, so users still need to arrange it according to their own capabilities.
Can cold wallets be stolen too? CZ Zhao calls for asset diversification: there is no 100% security in the crypto world
Coldcard vulnerability expands; losses approach $89 million
After the Bitcoin hardware wallet Coldcard revealed a major security vulnerability, Binance co-founder Changpeng Zhao (CZ) publicly reminded cryptocurrency holders that even long-operating hardware wallets that are considered to be relatively secure may still result in stolen assets due to firmware or software errors. Investors should not concentrate all their funds in a single wallet.
CZ said in a post on the X community platform on August 1 that hardware wallets may still have vulnerabilities, and products with many years of history cannot completely rule out risk. He suggested that users consider storing assets across multiple wallets to reduce losses when a single device or private key is compromised. However, diversified management also introduces new operational and custody risks, so users still need to arrange it according to their own capabilities.
After the Bitcoin hardware wallet Coldcard revealed a major security vulnerability, Binance co-founder Changpeng Zhao (CZ) publicly reminded cryptocurrency holders that even long-operating hardware wallets that are considered to be relatively secure may still result in stolen assets due to firmware or software errors. Investors should not concentrate all their funds in a single wallet.
CZ said in a post on the X community platform on August 1 that hardware wallets may still have vulnerabilities, and products with many years of history cannot completely rule out risk. He suggested that users consider storing assets across multiple wallets to reduce losses when a single device or private key is compromised. However, diversified management also introduces new operational and custody risks, so users still need to arrange it according to their own capabilities.
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Federal Reserve Chair Proposes Reducing Meetings—How Will Markets Rely More on Economic Data? What’s the Impact on Bitcoin?Warsh plans to cut the number of meetings, and the Federal Reserve’s decision-making cadence faces restructuring
Reports say that Kevin Warsh, Chairman of the U.S. Federal Reserve, is considering reducing the number of times the Federal Open Market Committee (FOMC) meets each year, which could change the long-established pace of monetary policy followed by global financial markets. Under the current system in place since 1981, the FOMC holds eight regular meetings annually, averaging about once every six weeks. U.S. law requires the FOMC to hold at least four meetings per year.
According to the news, Warsh has asked Federal Reserve officials to submit their views, and the direction for the adjustment could be determined as early as before the meeting on September 15–16. However, the Federal Reserve has not yet made an official decision, and the remaining meetings in 2026 will still follow the established schedule. The new system is more likely to begin in 2027.
Federal Reserve Chair Proposes Reducing Meetings—How Will Markets Rely More on Economic Data? What’s the Impact on Bitcoin?
Warsh plans to cut the number of meetings, and the Federal Reserve’s decision-making cadence faces restructuring
Reports say that Kevin Warsh, Chairman of the U.S. Federal Reserve, is considering reducing the number of times the Federal Open Market Committee (FOMC) meets each year, which could change the long-established pace of monetary policy followed by global financial markets. Under the current system in place since 1981, the FOMC holds eight regular meetings annually, averaging about once every six weeks. U.S. law requires the FOMC to hold at least four meetings per year.
According to the news, Warsh has asked Federal Reserve officials to submit their views, and the direction for the adjustment could be determined as early as before the meeting on September 15–16. However, the Federal Reserve has not yet made an official decision, and the remaining meetings in 2026 will still follow the established schedule. The new system is more likely to begin in 2027.
Reports say that Kevin Warsh, Chairman of the U.S. Federal Reserve, is considering reducing the number of times the Federal Open Market Committee (FOMC) meets each year, which could change the long-established pace of monetary policy followed by global financial markets. Under the current system in place since 1981, the FOMC holds eight regular meetings annually, averaging about once every six weeks. U.S. law requires the FOMC to hold at least four meetings per year.
According to the news, Warsh has asked Federal Reserve officials to submit their views, and the direction for the adjustment could be determined as early as before the meeting on September 15–16. However, the Federal Reserve has not yet made an official decision, and the remaining meetings in 2026 will still follow the established schedule. The new system is more likely to begin in 2027.
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Did MicroStrategy approve selling $5 billion worth of Bitcoin? Saylor debunks it: that’s not true—still a net buyerDid MicroStrategy approve selling $5 billion worth of Bitcoin? Saylor debunks it!
After publicly releasing its financial report for the second quarter of 2026, MicroStrategy (Strategy, stock ticker: MSTR), the listed company holding the most Bitcoin globally, saw foreign media report that it had approved a Bitcoin sell-off plan of up to $5 billion. This triggered market panic and a sharp drop in the cryptocurrency market.
In response, MicroStrategy founder Michael Saylor quickly posted on X to debunk the claim, saying the news was “old stories recycled as if they were new news.” He emphasized that MicroStrategy’s capital strategy has not changed, and that the company will continue to firmly maintain its role as a net buyer of Bitcoin in the long run.
Did MicroStrategy approve selling $5 billion worth of Bitcoin? Saylor debunks it: that’s not true—still a net buyer
Did MicroStrategy approve selling $5 billion worth of Bitcoin? Saylor debunks it!
After publicly releasing its financial report for the second quarter of 2026, MicroStrategy (Strategy, stock ticker: MSTR), the listed company holding the most Bitcoin globally, saw foreign media report that it had approved a Bitcoin sell-off plan of up to $5 billion. This triggered market panic and a sharp drop in the cryptocurrency market.
In response, MicroStrategy founder Michael Saylor quickly posted on X to debunk the claim, saying the news was “old stories recycled as if they were new news.” He emphasized that MicroStrategy’s capital strategy has not changed, and that the company will continue to firmly maintain its role as a net buyer of Bitcoin in the long run.
After publicly releasing its financial report for the second quarter of 2026, MicroStrategy (Strategy, stock ticker: MSTR), the listed company holding the most Bitcoin globally, saw foreign media report that it had approved a Bitcoin sell-off plan of up to $5 billion. This triggered market panic and a sharp drop in the cryptocurrency market.
In response, MicroStrategy founder Michael Saylor quickly posted on X to debunk the claim, saying the news was “old stories recycled as if they were new news.” He emphasized that MicroStrategy’s capital strategy has not changed, and that the company will continue to firmly maintain its role as a net buyer of Bitcoin in the long run.
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Rebutting MicroStrategy’s forced coin sales! Saylor: Never had a never-sell policy; the monetization plan is an option, not an obligationStrategy (formerly MicroStrategy) chairman Michael Saylor publicly corrected a CoinDesk report on X on August 1, rebutting the claim that the company’s “Bitcoin Monetization Program” was interpreted as being forced to start selling coins after the loss in the second quarter, which would “break the years-long buy-only strategy.” He emphasized that this plan does not require selling any bitcoin, and that Strategy will remain a net buyer in the long term.
Saylor's correction: The plan was announced on June 29, not after losses occurred, for example
In his post, Saylor listed three points: first, this monetization plan was announced on June 29, 31 days earlier than the second-quarter financial report, and it was not proposed after the disclosure of losses. Second, Strategy has never had a so-called “never sell” policy. Third, the plan itself does not require the company to sell any bitcoin, and they expect to remain net buyers long term. Taken together, these three points directly rebut the causal framework in the report that links the “monetization plan” with “being forced to sell coins after losses.”
Rebutting MicroStrategy’s forced coin sales! Saylor: Never had a never-sell policy; the monetization plan is an option, not an obligation
Strategy (formerly MicroStrategy) chairman Michael Saylor publicly corrected a CoinDesk report on X on August 1, rebutting the claim that the company’s “Bitcoin Monetization Program” was interpreted as being forced to start selling coins after the loss in the second quarter, which would “break the years-long buy-only strategy.” He emphasized that this plan does not require selling any bitcoin, and that Strategy will remain a net buyer in the long term.
Saylor's correction: The plan was announced on June 29, not after losses occurred, for example
In his post, Saylor listed three points: first, this monetization plan was announced on June 29, 31 days earlier than the second-quarter financial report, and it was not proposed after the disclosure of losses. Second, Strategy has never had a so-called “never sell” policy. Third, the plan itself does not require the company to sell any bitcoin, and they expect to remain net buyers long term. Taken together, these three points directly rebut the causal framework in the report that links the “monetization plan” with “being forced to sell coins after losses.”
Saylor's correction: The plan was announced on June 29, not after losses occurred, for example
In his post, Saylor listed three points: first, this monetization plan was announced on June 29, 31 days earlier than the second-quarter financial report, and it was not proposed after the disclosure of losses. Second, Strategy has never had a so-called “never sell” policy. Third, the plan itself does not require the company to sell any bitcoin, and they expect to remain net buyers long term. Taken together, these three points directly rebut the causal framework in the report that links the “monetization plan” with “being forced to sell coins after losses.”
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Coldcard suffers a major vulnerability! Users’ assets stolen for $88 million—how did the cold wallet line of defense fall?The attack expanded to 3 waves, with more than 4,500 addresses emptied.
A major firmware vulnerability incident has erupted involving the Bitcoin hardware wallet Coldcard. The attacker exploited a flaw in the device’s randomness during the generation of the seed phrase, successfully reconstructing users’ private keys and transferring away the assets. According to tracking and analysis by Galaxy Research, the attack was carried out in at least 3 waves, with approximately 1,367 bitcoins ($BTC) transferred out from 4,585 addresses. Based on market prices at the time, the loss was close to $89 million.
Source: Galaxy Research This attack was carried out in at least 3 waves. A total of about 1,367 bitcoins ($BTC) were transferred out from 4,585 addresses.
Coldcard suffers a major vulnerability! Users’ assets stolen for $88 million—how did the cold wallet line of defense fall?
The attack expanded to 3 waves, with more than 4,500 addresses emptied.
A major firmware vulnerability incident has erupted involving the Bitcoin hardware wallet Coldcard. The attacker exploited a flaw in the device’s randomness during the generation of the seed phrase, successfully reconstructing users’ private keys and transferring away the assets. According to tracking and analysis by Galaxy Research, the attack was carried out in at least 3 waves, with approximately 1,367 bitcoins ($BTC) transferred out from 4,585 addresses. Based on market prices at the time, the loss was close to $89 million.
Source: Galaxy Research This attack was carried out in at least 3 waves. A total of about 1,367 bitcoins ($BTC) were transferred out from 4,585 addresses.
A major firmware vulnerability incident has erupted involving the Bitcoin hardware wallet Coldcard. The attacker exploited a flaw in the device’s randomness during the generation of the seed phrase, successfully reconstructing users’ private keys and transferring away the assets. According to tracking and analysis by Galaxy Research, the attack was carried out in at least 3 waves, with approximately 1,367 bitcoins ($BTC) transferred out from 4,585 addresses. Based on market prices at the time, the loss was close to $89 million.
Source: Galaxy Research This attack was carried out in at least 3 waves. A total of about 1,367 bitcoins ($BTC) were transferred out from 4,585 addresses.
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SK Hynix reports HBM capacity shift—Micron is hit first! Has the era of memory makers profiting on both ends ended?SK hynix’s latest quarterly results revenue came in below expectations; on the surface it’s just financial figures, but in reality it’s a sign that the memory industry is heading toward restructuring. As the HBM capacity integrated into each generation of AI accelerators rises dramatically, the market share of commodity DRAM is being eroded. The once-perfect profit model of “HBM capacity expansion benefits, DRAM benefits” has developed cracks. In the end, pure DRAM manufacturers that can’t keep up with the quality thresholds required for HBM will be the first to feel the impact.
SK hynix’s quarterly revenue missed expectations—signals a turning point for the memory industry
SK hynix’s this-quarter revenue was below market expectations, and the trigger was a shift in the company’s memory product mix: the shipping mix continues to move from commodity DRAM to HBM, which has weighed on the growth rate of the overall ASP (average selling price).
SK Hynix reports HBM capacity shift—Micron is hit first! Has the era of memory makers profiting on both ends ended?
SK hynix’s latest quarterly results revenue came in below expectations; on the surface it’s just financial figures, but in reality it’s a sign that the memory industry is heading toward restructuring. As the HBM capacity integrated into each generation of AI accelerators rises dramatically, the market share of commodity DRAM is being eroded. The once-perfect profit model of “HBM capacity expansion benefits, DRAM benefits” has developed cracks. In the end, pure DRAM manufacturers that can’t keep up with the quality thresholds required for HBM will be the first to feel the impact.
SK hynix’s quarterly revenue missed expectations—signals a turning point for the memory industry
SK hynix’s this-quarter revenue was below market expectations, and the trigger was a shift in the company’s memory product mix: the shipping mix continues to move from commodity DRAM to HBM, which has weighed on the growth rate of the overall ASP (average selling price).
SK hynix’s quarterly revenue missed expectations—signals a turning point for the memory industry
SK hynix’s this-quarter revenue was below market expectations, and the trigger was a shift in the company’s memory product mix: the shipping mix continues to move from commodity DRAM to HBM, which has weighed on the growth rate of the overall ASP (average selling price).
551
Article
No need to write the perfect prompt first! AI expert Karpathy teaches you the most effective “10-minute ramble” methodWhen talking with an AI, most people’s instinct is to first think through what they want to ask, and then carefully craft a perfectly worded prompt. But the habit shared by the creator of the term “vibe coding,” Andrej Karpathy, on X on July 22 in Taiwan time, is exactly the opposite:
When he can’t be bothered to type, he switches to voice and spaces out mindlessly at the AI for 10 minutes, a full stream of consciousness throughout—it's fine if he rambles incoherently.
Based on his own observations, the version the AI organizes is often clearer than the original, and there are fewer things that need fixing afterward.
Karpathy is an original member of OpenAI and a former senior AI director at Tesla, who joined Anthropic in May 2026 to work on pre-training research.
No need to write the perfect prompt first! AI expert Karpathy teaches you the most effective “10-minute ramble” method
When talking with an AI, most people’s instinct is to first think through what they want to ask, and then carefully craft a perfectly worded prompt. But the habit shared by the creator of the term “vibe coding,” Andrej Karpathy, on X on July 22 in Taiwan time, is exactly the opposite:
When he can’t be bothered to type, he switches to voice and spaces out mindlessly at the AI for 10 minutes, a full stream of consciousness throughout—it's fine if he rambles incoherently.
Based on his own observations, the version the AI organizes is often clearer than the original, and there are fewer things that need fixing afterward.
Karpathy is an original member of OpenAI and a former senior AI director at Tesla, who joined Anthropic in May 2026 to work on pre-training research.
When he can’t be bothered to type, he switches to voice and spaces out mindlessly at the AI for 10 minutes, a full stream of consciousness throughout—it's fine if he rambles incoherently.
Based on his own observations, the version the AI organizes is often clearer than the original, and there are fewer things that need fixing afterward.
Karpathy is an original member of OpenAI and a former senior AI director at Tesla, who joined Anthropic in May 2026 to work on pre-training research.
60
Article
From the AI Inference Era to Memory Hierarchy Shifts: One Article to Understand the Differences Between HBF, SSD POD, and SRAM?As the focus of the AI industry shifts from training to inference, NVIDIA and Google have each rolled out inference-dedicated chips. New AI ASIC startups such as Cerebras and SambaNova are also making frequent moves. The memory hierarchy is undergoing reshuffling as well: in the training era, HBM (high-bandwidth memory) was the star, but today it is being supplemented by three emerging technologies—HBF, SSD POD, and SRAM. This article draws on a newly released research report from TrendForce, and breaks down step by step what roles these four memory technologies each play and how they differ from one another.
Key takeaways:
From the AI Inference Era to Memory Hierarchy Shifts: One Article to Understand the Differences Between HBF, SSD POD, and SRAM?
As the focus of the AI industry shifts from training to inference, NVIDIA and Google have each rolled out inference-dedicated chips. New AI ASIC startups such as Cerebras and SambaNova are also making frequent moves. The memory hierarchy is undergoing reshuffling as well: in the training era, HBM (high-bandwidth memory) was the star, but today it is being supplemented by three emerging technologies—HBF, SSD POD, and SRAM. This article draws on a newly released research report from TrendForce, and breaks down step by step what roles these four memory technologies each play and how they differ from one another.
Key takeaways:
Key takeaways:
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(8/2) Stop trusting the “four-year cycle” so blindly! Grayscale: Bitcoin may have already bottomed out, and the key to recovery depends on the FedDigital asset management firm Grayscale released its latest research report, offering a jaw-dropping viewpoint: as long as the U.S. Federal Reserve (Fed) stops raising rates, Bitcoin’s bear market likely has already come to an end.
Grayscale Research Director Zach Pandl dissected two scripts currently dominating the Bitcoin market. The first is the “four-year cycle” theory that the market has long adhered to; the other is a new pricing logic driven by macroeconomics. Compared with the former, he favors the latter, believing that Bitcoin’s price trend today is increasingly being influenced by interest rates and the economic environment, and that the traditional market cycle patterns are very likely to have stopped working.
(8/2) Stop trusting the “four-year cycle” so blindly! Grayscale: Bitcoin may have already bottomed out, and the key to recovery depends on the Fed
Digital asset management firm Grayscale released its latest research report, offering a jaw-dropping viewpoint: as long as the U.S. Federal Reserve (Fed) stops raising rates, Bitcoin’s bear market likely has already come to an end.
Grayscale Research Director Zach Pandl dissected two scripts currently dominating the Bitcoin market. The first is the “four-year cycle” theory that the market has long adhered to; the other is a new pricing logic driven by macroeconomics. Compared with the former, he favors the latter, believing that Bitcoin’s price trend today is increasingly being influenced by interest rates and the economic environment, and that the traditional market cycle patterns are very likely to have stopped working.
Grayscale Research Director Zach Pandl dissected two scripts currently dominating the Bitcoin market. The first is the “four-year cycle” theory that the market has long adhered to; the other is a new pricing logic driven by macroeconomics. Compared with the former, he favors the latter, believing that Bitcoin’s price trend today is increasingly being influenced by interest rates and the economic environment, and that the traditional market cycle patterns are very likely to have stopped working.
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Japan Cracks Down on Crypto Money Laundering Crimes! The Financial Services Agency Completes an Information-Sharing Pilot, with Hitachi Leading 15 Major InstitutionsOn July 24, Japan’s Financial Services Agency released the results of the 13th supporting project under its in-house “FinTech PoC Hub” (Financial Technology Proof of Concept Center). According to the agency’s official announcement, this project targets anti-money laundering (AML) for cryptocurrencies and electronic payment tools, testing whether participating operators can share risk information across institutions. The experiment period ran from March to May 2026.
Led by Hitachi, 15 organizations across industries share suspicious addresses and risk scores
This experiment was led by Hitachi, Ltd. Hitachi focuses on financial services and the integration of information systems as its core business; it is one of Japan’s major providers of banking systems, not a consumer electronics business that is generally well known. More than 15 participating organizations were involved, including Aozora Bank, the yen-stablecoin JPYC, GMO Coin, Chainalysis Japan, NEC, and Rakuten Wallet, among others.
Japan Cracks Down on Crypto Money Laundering Crimes! The Financial Services Agency Completes an Information-Sharing Pilot, with Hitachi Leading 15 Major Institutions
On July 24, Japan’s Financial Services Agency released the results of the 13th supporting project under its in-house “FinTech PoC Hub” (Financial Technology Proof of Concept Center). According to the agency’s official announcement, this project targets anti-money laundering (AML) for cryptocurrencies and electronic payment tools, testing whether participating operators can share risk information across institutions. The experiment period ran from March to May 2026.
Led by Hitachi, 15 organizations across industries share suspicious addresses and risk scores
This experiment was led by Hitachi, Ltd. Hitachi focuses on financial services and the integration of information systems as its core business; it is one of Japan’s major providers of banking systems, not a consumer electronics business that is generally well known. More than 15 participating organizations were involved, including Aozora Bank, the yen-stablecoin JPYC, GMO Coin, Chainalysis Japan, NEC, and Rakuten Wallet, among others.
Led by Hitachi, 15 organizations across industries share suspicious addresses and risk scores
This experiment was led by Hitachi, Ltd. Hitachi focuses on financial services and the integration of information systems as its core business; it is one of Japan’s major providers of banking systems, not a consumer electronics business that is generally well known. More than 15 participating organizations were involved, including Aozora Bank, the yen-stablecoin JPYC, GMO Coin, Chainalysis Japan, NEC, and Rakuten Wallet, among others.
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If the CLARITY Act Passes, Could Bitcoin Hit $200,000? Here Are 7 Obstacles to OvercomeAs the U.S. regulatory landscape gradually takes shape, analysts are boldly predicting that if the (CLARITY Act) succeeds, it could become a catalyst that ignites institutional capital inflows and drives Bitcoin to a new all-time high, potentially surging to $200,000. However, behind the glamorous bull-market script, this bill—currently stalled in the Senate—still needs to overcome seven major fatal obstacles, including political infighting, time pressure, and dealmaking between the two parties.
(CLARITY Act) aims to clarify the U.S. regulatory authority over crypto assets, explicitly delineating the oversight responsibilities of the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). For a long time, it has been widely regarded by the market as an important step toward the U.S. establishing a comprehensive cryptocurrency regulatory framework.
If the CLARITY Act Passes, Could Bitcoin Hit $200,000? Here Are 7 Obstacles to Overcome
As the U.S. regulatory landscape gradually takes shape, analysts are boldly predicting that if the (CLARITY Act) succeeds, it could become a catalyst that ignites institutional capital inflows and drives Bitcoin to a new all-time high, potentially surging to $200,000. However, behind the glamorous bull-market script, this bill—currently stalled in the Senate—still needs to overcome seven major fatal obstacles, including political infighting, time pressure, and dealmaking between the two parties.
(CLARITY Act) aims to clarify the U.S. regulatory authority over crypto assets, explicitly delineating the oversight responsibilities of the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). For a long time, it has been widely regarded by the market as an important step toward the U.S. establishing a comprehensive cryptocurrency regulatory framework.
(CLARITY Act) aims to clarify the U.S. regulatory authority over crypto assets, explicitly delineating the oversight responsibilities of the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). For a long time, it has been widely regarded by the market as an important step toward the U.S. establishing a comprehensive cryptocurrency regulatory framework.
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AppWorks’ NT$10+ billion scale wasn’t made by dad! Lin Zhicheng: the four major shareholders of the first fund all came from a blogWhen outsiders talk about AppWorks founder Lin Zhicheng, they often link his family background to AppWorks’ later success.
Lin Zhicheng was born into a physician’s family. His father, Lin Fangyu, previously served as the director of National Taiwan University Hospital and as the Minister of the Department of Health. He was highly respected in both the medical and political sectors.
From the results, AppWorks not only successfully established one of Taiwan’s most representative startup accelerators; it later also raised funds from multiple venture capital funds, with assets under management exceeding NT$10 billion.
This kind of development is easily interpreted as an entrepreneur with a privileged family background, who, through the political and business connections accumulated by his father, quickly gained funding and resources.
AppWorks’ NT$10+ billion scale wasn’t made by dad! Lin Zhicheng: the four major shareholders of the first fund all came from a blog
When outsiders talk about AppWorks founder Lin Zhicheng, they often link his family background to AppWorks’ later success.
Lin Zhicheng was born into a physician’s family. His father, Lin Fangyu, previously served as the director of National Taiwan University Hospital and as the Minister of the Department of Health. He was highly respected in both the medical and political sectors.
From the results, AppWorks not only successfully established one of Taiwan’s most representative startup accelerators; it later also raised funds from multiple venture capital funds, with assets under management exceeding NT$10 billion.
This kind of development is easily interpreted as an entrepreneur with a privileged family background, who, through the political and business connections accumulated by his father, quickly gained funding and resources.
Lin Zhicheng was born into a physician’s family. His father, Lin Fangyu, previously served as the director of National Taiwan University Hospital and as the Minister of the Department of Health. He was highly respected in both the medical and political sectors.
From the results, AppWorks not only successfully established one of Taiwan’s most representative startup accelerators; it later also raised funds from multiple venture capital funds, with assets under management exceeding NT$10 billion.
This kind of development is easily interpreted as an entrepreneur with a privileged family background, who, through the political and business connections accumulated by his father, quickly gained funding and resources.
86
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OilCrashes9%
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#OilCrashes9% : The Biggest Risk Premium Just Vanished
Oil has plunged around 9%, and after digging into the move, I don't think this is about collapsing demand, it's about collapsing geopolitical fear.
The sharp sell-off followed signs of de-escalation between the U.S. and Iran, including expectations that military action could be avoided through diplomacy and that energy flows through the Strait of Hormuz may normalize. As the market began removing the geopolitical risk premium that had built up over recent weeks, crude prices fell rapidly.
What stands out to me is how quickly sentiment changed. Just days ago, traders were pricing in the possibility of supply disruptions and higher shipping costs. Now, the focus has shifted toward the prospect of stable exports, easing freight risks, and a more balanced global oil market. This reminds us that commodities often react to expectations, not just actual supply changes.
That said, I don't think volatility is over.
If diplomatic negotiations lose momentum or tensions flare up again, oil could rebound just as quickly. Geopolitical headlines remain one of the strongest short-term drivers of energy prices.
My View:
A 9% decline doesn't necessarily signal a long-term bearish trend, it signals that the market is rapidly repricing risk. I'll be watching diplomatic developments, tanker traffic through Hormuz, and OPEC+ policy much more closely than today's price action. In commodity markets, headlines can move prices faster than fundamentals.
Gourav-S
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