🔥 Data: PROVE, HYPE, and ENA tokens will see major unlocks next week, with PROVE unlocking nearly $35.4 million
According to Token Unlocks data, PROVE, HYPE, and ENA tokens will undergo large unlocks next week, including: Succinct (PROVE) will unlock approximately 208 million tokens at 11:00 PM Beijing time on August 5, with a ratio to circulating supply of about 104.17% and a value of about $35.4 million; Hyperliquid (HYPE) will unlock about 433,000 tokens at 8:00 AM Beijing time on August 6, with a ratio to circulating supply of about 0.19% and a value of about $22.67 million; Ethena (ENA) will unlock approximately 171 million tokens at 3:00 PM Beijing time on August 5, with a ratio to circulating supply of about 1.97% and a value of about $15.1 million
The market doesn’t wait—when you miss the timing, you can only quietly review and reflect.
🔥 Iran: Strikes on Amazon data centers in response to U.S. actions
Iranian Islamic Revolutionary Guard Corps spokesman, speaking on August 2 local time, said that during the “Victory-2” operation, the U.S. Amazon company’s data processing center located in Bahrain has been designated as a target because it provides intelligence support, cloud computing, and services related to the U.S. military command system.
The spokesperson did not clearly state when the strikes would be carried out, but said the operation was one of several responses by Iran to U.S. attacks.
Watching the account fluctuate, it’s hard not to feel a bit wistful—slow is fast.
🔥 Losses caused by the Coldcard vulnerability rise to $88.6 million; July tokenized stocks and ETF trading surges 288% to a record $11.3 billion
Next week’s macro outlook: Nonfarm data may improve slightly; SpaceX will release its first earnings report after its IPO; Leopold once agreed to sell $3.5 billion in Anthropic equity to address margin pressure, but the deal was withdrawn the next day; BNB Chain: a former employee used the original test wallet without authorization to deploy a Meme coin and legal proceedings have been initiated
Only those who make it through the low point deserve the upside that comes next.
⚡ River: Cold storage migration will be conducted before releasing the August reserve proof. The new address is for platform internal use only
River issued an announcement stating that before releasing the August reserve proof, it will migrate cold storage to a new address. Customers will not be able to send or receive funds directly through this address, as it is for River’s use only. Customers will continue to use the standard send/receive process within the River app.
After the migration is completed, River will issue a new reserve proof.
Only those who make it through the low tide deserve what comes next.
🔔 Coldcard attackers steal about 72.71 million USD in BTC, currently making small transfers of 0.06 BTC
A Coldcard RNG vulnerability exploit cluster stole 1,159.42 bitcoins (about $72.71 million) from 870 compromised addresses.
The attackers transferred 0.06 bitcoins (about $3,780) to a new address, while the remaining 1,159.35 bitcoins (about $72.70 million) are still spread across 8 original attacker addresses.
Time rewards the disciplined—and quietly punishes the impatient.
📡 Solana Foundation CISO: AI is making crypto scams harder to prevent
Michael Coates, the Solana Foundation’s newly appointed Chief Information Security Officer, said that the biggest threat to the crypto industry is shifting from smart contract vulnerabilities to AI-driven social engineering and identity forgery.
Coates noted that many high-profile attacks actually stem from operational mistakes at the Web2 layer, rather than issues with the blockchain itself.
As AI and deepfake technologies become more widespread, scams will become harder to detect. “Be wary of phone calls with fully forged familiar voices.” Anyone could be fooled, and projects should build multi-layered protective measures.
Regarding quantum computing, Coates said the Solana Foundation has already developed response strategies, emphasizing that the industry should default to protecting users—not require users to become security experts.
Up or down is all part of the process—just execute according to plan.
📊 Bitcoin spot ETF saw net outflows of $265 million yesterday; in July, there were 30 hacker incidents in the crypto industry with total losses exceeding $200 million
Sushi launched a native token issuance platform on Robinhood Chain via Sushi Launch; Pump.fun was reported to have laid off employees in batches ahead of token unlocks, with some staff losing out on seven-figure token gains; Circle announced it received a New York limited-purpose trust company license
All that matters is the order book; set emotions aside for now.
📊 Serenity supports Leopold: Investment mistakes are greatly exaggerated; some market participants are jealous of others’ success
The “white-haired stock god” Serenity posted that media and social platforms’ commentary on AI investor Leopold is “seriously inaccurate,” and it’s unfair to describe the long-term logic behind his successful investments as a “crash” or a “failure.”
Previously, Leopold’s multi-year investment judgment spanning from SanDisk (SNDK) to Bloom Energy (BE) produced significant gains. After the sudden market drop in July, not only did outsiders criticize his strategy, they also went further to attack him personally—an outcome that is disappointing.
Serenity believes the July market plunge indeed exposed problems with the strategy in areas such as leverage usage, liquidity management, and hedging mechanisms. However, Leopold’s overall performance since the beginning of this year has still achieved about an 80% return rate, placing him at the leading level in the hedge fund industry.
How many people were washed out at this stage, leaving only a sigh behind?
⚡ Trump: Soon Iran will no longer have certain military capabilities
U.S. President Trump said that in the near future, Iran will no longer have certain military capabilities. Iran is facing difficulties; Iran’s situation is very bad. He hopes the defense companies will act quickly. Iran has some missiles, but far fewer than 4-5 months ago. Their production capacity has almost completely disappeared
Watching the show is also a strategy; there’s no need to join every wave.
According to JIn10 data, Fed Governor Logan said they are inclined to raise rates by 25 basis points. Taking modest action recently will reduce the likelihood of needing to take more forceful actions in the future. The FOMC cannot rely on unexpected shocks to achieve its goals. Monetary policy has not restrained the economy, and inflation is not moving toward the 2% target.
Inflation risks are skewed to the upside, and a steady job market is strengthening slightly
The market is giving face today too—outperforming most people again.
🔥 RWA Weekly: Ten European financial institutions establish a tokenized-asset cooperative; Ondo launches the new execution network Ondo Network
The total on-chain market value of the RWA chain remains stable at $36.8 billion. The number of holders hits an all-time high, but the monthly transfer volume of stablecoins has fallen for nearly 30%. On-chain settlement demand is sluggish, with both capital being locked up and activity waning.
No need to chase or panic—the profits that are meant to come will come on their own.
🔔 ByteDance launches the Seedance 2.5 model; SK Hynix jumps 30% to hit the daily limit, and South Korea’s KOSPI index posts its largest single-day closing gain in history
Michael Saylor: The goal is to push STRC to re-anchor around September 8; AI startup Simile completed a $200 million Series B round at a $2 billion valuation; Samsung Electronics is up nearly 27%; spot Bitcoin ETFs saw total net inflows of $233 million yesterday, with BlackRock’s IBIT leading at $183 million in net inflows
Another day when volatility teaches people a lesson; retail investors’ difficulties are only truly understood by themselves.
🔔 Wall Street is rushing into Ethereum, but has it turned into an orphaned asset for investors?
Although Ethereum is gaining accelerated recognition from Wall Street, why is the ETH price continuing to slump? A deep dive into institutional positioning, Vitalik’s upgrade roadmap, and underlying fundamental concerns
Markets never lack opportunities—the problem is having enough “ammo” and patience for yourself.
⚡ Who Is Hoarding Bitcoin? A Look at the Bitcoin Holdings of the Top 10 Listed Companies
The ten listed companies currently hold a total of over 1 million Bitcoins, and the gap between Wall Street winners and losers has never been this large
Watching from the sidelines is also a strategy—you don’t have to join every wave.
An AI video generation application is trapped in a “gross loss rate” dilemma: it burns 50 million to buy the Seedance 2.0 token, and reselling/cashing out has become the only way out—how can founders escape
👀 Follow the strategy and keep tracking the market
🔥 The U.S. CFTC proposes revisions to multiple regulatory rules, strengthening the management of conflicts of interest among affiliated entities
PANews, July 31—The U.S. Commodity Futures Trading Commission (CFTC) has issued a Notice of Proposed Rulemaking (NPRM). It is seeking public comments on proposed amendments to Parts 37, 38, and 39 of the CFTC Regulations, as well as Sections 1.52 and 1.55. The comment period will be 60 days after the notice is published in the Federal Register.
The purpose of these revisions is to address potential conflicts of interest arising from the growing interrelationships among regulated entities, including Derivatives Clearing Organizations (DCOs), Designated Contract Markets (DCMs), Swap Execution Facilities (SEFs), Futures Commission Merchants (FCMs), and market makers.
CFTC Chairman Michael S. Selig said the new rules will establish a principles-based regulatory framework for vertically integrated market structures, supporting innovation in the U.S. derivatives market while safeguarding market integrity.
🔥 SK Group chairman Choi Tae-won buys 3,600 shares of SK Hynix
PANews July 30, according to a report by Cailian She, SK Group chairman Choi Tae-won bought 3,600 shares of SK Hynix. Based on SK Hynix’s closing price of $920 today, the value is approximately $3.31 million
⚡ Daily Paper | Crypto venture capital active institutions fall to 150, the lowest since 2020; xAI officially releases the Grok 4.5 model
US SEC Chair: If the Clarity Act fails, the SEC will set crypto rules on its own; Robinhood’s Q2 forecast for prediction market revenue is $156 million, surpassing crypto and stock trading; Aave will eliminate 50 low-adoption asset reserves and shut down deployments on 6 chains