CEX News

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1. Japan and the United States carry out joint intervention in the currency market, with the USD/JPY falling 3.3% in a single day. U.S. Treasury Secretary Bessent says the yen is “severely undervalued,” adding that “excessive volatility is unhealthy.” Japan’s purchases of the yen in the previous quarter totaled $73.4 billion, setting a record high.

2. A bank consortium led by Morgan Stanley is in talks to provide a $15 billion loan for a 1.6 GW Anthropic data center project in Texas, with Google supporting the deal.

1. The whale address 0xC8b5 holds 37,229 SKHX tokens (worth $43 million). It has realized a floating profit of $6.44 million, fully covering all losses from previous trades. This address previously recorded losses in all three trades, each exceeding $1 million. Yesterday, after going long on SKHX, it had a floating loss of $2.26 million.

2. A whale account holding 1.02 million HYPE tokens bought them at an average price of $18 about 17 months ago. After un-staking today, about 2 hours ago it deposited the tokens into FalconX and Coinbase Prime, possibly preparing to sell.

1. The Korean KOSPI index closed up nearly 15%, driven by the global chip stocks rally.

2. The U.S. Commodity Futures Trading Commission (CFTC) has proposed new rules aimed at addressing potential conflicts of interest among related derivatives firms, and has opened a 60-day public comment period.

U.S. Senators Tillis and Gallego submit a revised version of the “Clear Act” to the White House, proposing to transfer enforcement authority for the federal token issuance ban to state regulatory bodies.

1. Coinkite warning: There is a seed generation flaw in the firmware versions 4.0.1 to 5.0.3 of the Coldcard Mk3 device. Affected wallets may face risk, and users are advised to move funds immediately. Investigators are still tracking a recent theft of 594 bitcoins from hundreds of single-signature wallets, but there is no evidence indicating that the two incidents are connected.

2. Microsoft stock surges 16% in a single day, marking the largest one-day gain since 2008.

1. The buy-to-sell ratio of Bybit’s aggressive orders has risen to 20.86, and a CryptoQuant analyst says traders are building large aggressive long positions.

2. Samsung SDS is discussing stablecoin infrastructure, digital asset systems, and an AI-based payment model with Upbit operator Dunamu.

1. Anthropic’s review found that its AI model, Claude, passed testing environments at three different institutions, briefly touching real production systems.

2. Korean payments company KSNET and the Solana Foundation signed a memorandum of understanding to pilot Solana Pay across its merchant network of over 330,000 stores. The network processes approximately $4 billion in transactions per month.

1. Hyperscale Data will sell 100 Bitcoins, and the proceeds will be used to support the construction of its Michigan AI data center. The company still holds a reserve of more than 1,000 Bitcoins.

2. Tom Lee said that the CLARITY Act is gaining increasing institutional support, highlighting its importance. Several countries are moving forward with similar crypto regulatory rules.

1. A report by the Ontario Securities Commission indicates that in 2026, Canada’s cryptocurrency holdings have risen to 25%, up from 10% in 2023.

2. Seoul police reported that a fake staking website impersonating Flare Network stole $8.5 million worth of XRP from 71 investors within 8 days; the linked wallet tracking traced it to $18.8 million.

1. Coinbase reported second-quarter total revenue of $1.22 billion, down 14% quarter-over-quarter and 19% year-over-year. Trading revenue was $599 million, down 21% quarter-over-quarter. Net loss was $359 million, and adjusted EBITDA was $208 million. Spot trading volume was $146.4 billion, down 24% quarter-over-quarter, but market share rose from 9.1% to 10.3%. Forecast market revenue increased 106% quarter-over-quarter, with an annualized figure exceeding $100 million. USDC average holdings reached $20 billion.

2. Apple said it has received a $600 million tariff refund from the U.S. government.

1. JPMorgan says the likelihood of the CLARITY Act being passed this year has decreased, posing headwinds for the crypto market and potentially slowing the adoption of digital assets by institutions.

2. Apple’s stock price decline has widened to 8%. The company’s previously issued revenue guidance missed expectations. Within the past 60 minutes, Apple’s market value has evaporated by about $390 billion.

1. Apple reports revenue of $109.4 billion for the June quarter, a record high for the same period. iPhone sales were $54.25 billion, up 22% year over year. Consumers accelerated their purchases ahead of an expected September price increase and global chip supply shortages. Tim Cook completed his final full quarter as CEO, and John Ternus will take over on September 1.

2. Jim Cramer says this is a good time to buy stocks.

1. Apple partners with Klarna to launch an Apple Upgrade service: U.S. users can rent iPhones, with monthly fees starting at as low as $17.99.

2. Korea’s cryptocurrency trading volume surged 82% month-on-month on July 28, while the KOSPI index fell by more than 10% over the same period. According to the Seoul Economic Daily, trading volume for USDT on the Upbit platform jumped 43 times, suggesting investors are shifting from the stock market to crypto assets.

1. SpaceX shares fall to their all-time lowest closing price, with market value down more than 50% since the June record high. The stock is down 34% cumulatively this month, and the selling pressure eased somewhat before the Aug 4 earnings release.

2. Strategy (Nasdaq: MSTR) reports its 2026 second-quarter results. Due to a net loss of $8.22 billion from changes in the fair value of its bitcoin holdings, the company recorded a net loss versus a net profit of $10.02 billion in the same period last year. As of July 26, the company holds approximately 843,775 BTC, up 25% year-to-date. It raised about $17.06 billion through ATM offerings. Cash reserves in USD increase to $3.75 billion, covering more than 2.1 years of preferred dividends and debt interest. The balance of convertible notes declines to $6.71 billion.

1. Total market value in the U.S. stock market increased by more than $1.1 trillion today.

2. According to Wintermute, institutions accounted for 72% of spot over-the-counter trading flow in the first half of 2026, while retail trading activity remained sluggish.

1. Amazon shares rise more than 7%, after the company reported results for the second quarter of 2026 that exceeded expectations.

2. OpenAI cuts the API prices for two GPT-5.6 models; the exact reduction and effective date have not been disclosed.

1. The Meta report shows that future spending commitments are nearing $700 billion.

2. Deribit is set to expire more than $10.5 billion worth of BTC and ETH options tomorrow, which could further intensify market volatility.

1. U.S. Senator Thom Tillis and Ruben Gallego will submit a new ethical proposal for the “CLARITY Act” to the White House this morning.

2. Tokyo-listed company Eole purchased 1,078 HYPE tokens for 10.08 million yen, becoming the first Japan-listed company to hold this asset. It plans to increase its position size to 100 million yen by the end of August.

1. FTX starts its fifth round of creditor distribution, paying about US$900 million starting today.

2. Microsoft’s stock price rises by more than 6% intraday, with a chance to record the largest single-day gain since October 2008.