Trump names Hyperliquid for entry into the U.S.—DeFi’s “co-option” moment
By: Deep Tide TechFlow On August 19, at a crypto-industry conference at the White House, Trump said something that made the entire crypto market hold its breath: CFTC Chairman Mike Selig is working to get Hyperliquid into the U.S. market in a “fully compliant, legal” way. The HYPE token then surged, climbing by about 19% at its intraday high to $69.6, with its market cap reaching $17.6 billion. Hyperliquid Strategies (PURR), which is listed on Nasdaq, saw its stock price jump more than 30% that day. But Trump didn’t outline any specific path. The CFTC also hasn’t approved Hyperliquid to operate in the U.S. From a remark spoken by the president to a compliance license, what stands between them may be more than just time—it may be a fundamental question that the DeFi industry has never truly answered.
CoinVoice learned: US President Trump said that the impact of artificial intelligence (AI) may exceed that of the internet—surpassing anything people have ever seen—and called for strengthening regulation while avoiding restrictions on the development of the AI industry. Trump said the United States is currently leading the world in the AI field, and that the government should promote AI infrastructure development, including accelerating the construction of data centers and related power facilities.
He said AI companies are building new power-generation facilities to supply electricity to data centers, rather than relying on outdated power grids. Trump also urged state governments and local officials to support AI data center projects, saying they will bring substantial jobs, tax revenue, and investment. However, he also acknowledged that the AI industry faces pressure on its public image, and that in some areas opposition is growing due to the power consumption of data centers, the use of water resources, and environmental impacts.
CoinVoice latest update: According to Coinglass data, on the Hyperliquid platform, whales currently hold positions totaling $5.517 billion, with long positions of $2.727 billion, representing 49.42% of holdings; short positions of $2.79 billion, representing 50.58% of holdings. Long positions have unrealized profit and loss of $203 million, while short positions have unrealized profit and loss of -$253 million.
Among them, whale address 0x082e..88, at a price of $38.6755, is using 5x full collateral to go long HYPE. Its current unrealized profit and loss is $42.4411 million.
CoinVoice latest update: According to on-chain analyst Ai Yi’s monitoring, the whale @Jason60704294, who “set 10 big targets first,” has closed their long position and switched to short, holding 1,894.784 BTC short positions (about $132 million). The logic is that when the overall market rapidly rises 5% to 10% without any extreme news, they open a short; the stop-loss price is $70,400, and the take-profit range is $66,500 to $68,000.
Crypto executives including Coinbase and Ripple meet with U.S. commerce secretary to discuss pushing the Clarity Act
CoinVoice has learned the latest: According to crypto reporter Eleanor Terrett, sources said that before President Trump and crypto industry leaders spoke at the White House, Coinbase CEO Brian Armstrong, a16z’s Chris Dixon, Ripple CEO Brad Garlinghouse, and Kraken co-founder Arjun Sethi, among other crypto executives, met with U.S. Secretary of Commerce Howard Lutnick. The discussion focused on the importance of passing the (Clarity Act) and its significance for U.S. jobs, economic growth, and attracting crypto businesses to return to the United States. Attendees also discussed the remaining obstacles the bill faces for passage, including issues related to moral provisions, and how the White House could help pave the way toward bipartisan consensus.
Glassnode: US stocks and gold rise together—why is Bitcoin “playing dead”?
Author: Glassnode Compiled by: AididiaoJP, Foresight News Global markets keep hitting new highs, yet Bitcoin remains motionless. This report focuses on this “stillness”: a near-sleeping theft in the market, bottom-signal accumulation through surrender driven by boredom rather than panic, and an options market priced as “won’t move” that is nonetheless hypersensitive to any hint of change in sentiment. Summary Stocks and gold surge, crude oil sees a major repricing downward, and Bitcoin barely moves. 594 BTC stolen; dormant coins resurge at a scale 200 times the stolen amount; prices show no reaction to either.
CoinVoice learned: On Thursday, when Block Inc.'s share price fell 6%, Cathie Wood’s “Wooden Sister” (Ark Invest) bought about $21 million worth of Block stock, while also buying about $2.3 million worth of SpaceX stock.
According to Gate market data, SpaceX rebounded by more than 6% on Thursday after dropping 13% the previous day.
CoinVoice learned: On Thursday, when Block Inc.'s share price fell 6%, Cathie Wood’s “Wooden Sister” (Ark Invest) bought about $21 million worth of Block stock, while also buying about $2.3 million worth of SpaceX stock.
According to Gate market data, SpaceX rebounded by more than 6% on Thursday after dropping 13% the previous day.
Cloudflare Q2 revenue $696.1 million, up 36% year over year; non-GAAP operating profit $96.10 million
CoinVoice learned: Cloudflare released its 2026 second-quarter earnings report. Revenue was $696.1 million, up 36% year over year. GAAP operating loss was $205.7 million, while non-GAAP operating profit was $96.10 million (profit margin 13.8%). GAAP net loss was $170.0 million, while non-GAAP net profit was $107.8 million (diluted earnings per share of $0.29). Operating cash flow was $117.6 million, and free cash flow was $56.40 million (profit margin 8%). Total cash and marketable securities at period end were $4.163 billion. CEO Matthew Prince said that as the internet shifts toward business driven by AI Q&A engines and agents, the internet is undergoing a foundational overhaul for machine-to-machine traffic. Cloudflare positions itself as the core provider of infrastructure, developer tools, and payment rails for the “agentic internet.” The company expects Q3 revenue of $736 to $737 million, non-GAAP operating profit of $129 to $130 million, and raises its full-year revenue guidance to $2.864 to $2.870 billion. cRPO for the period grew 35% year over year.
Tiger Research: 4 Short Stories Imagining the Crypto World in 2036
Author: Tiger Research Compiled by: Deep Tide TechFlow Deep Tide Reading: In 2026, blockchain hasn’t changed the world yet—but what will it be like a decade from now? This article uses the stories of four ordinary people to depict possible changes in 2036, such as stablecoins replacing fiat, asset trading around the clock, large-scale public-chain consolidation, and a reconfiguration of content payment models—these aren’t science fiction; they’re technical evolutions that are already underway. “Is anyone still using banknotes?” In 2036, a currency exchange booth in the fictional country of Zutopia. After 34 years, Judy takes out a counterfeit-detection machine from the drawer and begins counting the country’s currency, Bucks.
A few weeks ago, I called Robinhood a financial supermarket because, on one platform, it can meet all of Americans’ financial needs. In my article “Building a Financial Supermarket,” I wrote that as long as Robinhood can connect its dozen or so companies and cross-sell a variety of products to more than 28 million registered users, the newly launched “chain” platform itself does not need to be profitable. I still believe this argument is heading in the right direction, but it falls short in terms of strength. This morning, I was on the other side of the planet, listening to Robinhood’s Q2 earnings call. Afterward, I felt that the concept of a “financial supermarket” underestimates the company’s future potential. A supermarket thrives by attracting more customers into the store. Robinhood’s Q2 results show that it can prosper because it enables users who initially bought product A through the Robinhood app to buy more of product A, purchase it more frequently, and gradually develop interest in products B, C, and D on Robinhood as well.
Sui Co-Founder Sam Blackshear Leaves Mysten Labs to Join Anthropic for Defensive Security Research
CoinVoice has learned: Sam Blackshear, co-founder and CTO of blockchain company Mysten Labs, announced on August 6 that he is leaving and will join Anthropic to work on defensive security research. He said that, amid profound changes in the balance of power between offensive and defensive forces in cyberspace, this new role will allow him to continue delving into frontline technical R&D and explore entirely new areas. Blackshear recalls: he has already devoted more than eight years to developing the Move language. In the future, he will continue to participate in the Move Foundation that is being set up, and after leaving the company, he will remain a consultant for Mysten Labs and the Sui ecosystem as a builder. In addition, Evan (@EvanWeb3), who previously led Apple and Meta’s technical teams, will take over to be responsible for the overall technical vision and R&D direction for Mysten Labs.
CoinVoice has learned: According to a report by Bloomberg, Sequoia Capital has completed its latest funding round totaling $10 billion. As of now, this firm has returned a total of $5 billion in proceeds this year to investors other than SpaceX.
Sequoia Capital’s newly appointed co-leaders, Alfred Lin and Pat Grady, plan to invest $2.5 billion in the AI company Anthropic, which will become the largest investment in Sequoia’s 54-year history. Previously, Sequoia had leaned toward OpenAI, xAI, and others; it did not invest in Anthropic for the first time until January 2025. Now it has decided to significantly increase its stake, indicating that it is aggressively betting on the AI sector.
Circle CEO Responds to Open USD Competition: About 70% of Companies Interested in the Alliance Are Already Circle Partners
CoinVoice learned: In Circle’s Q2 earnings call, Citigroup analyst Pete Christensen asked about the competitive landscape after the Open USD Alliance was launched. He inquired how Circle would compete for distribution channels, given that reserve-revenue sharing is gradually becoming an industry standard, and Circle is constrained by its existing economic arrangements with Coinbase. Co-founder and CEO Jeremy Allaire responded that Circle has signed distribution partnership agreements with more than 150 companies, and it often works on distribution with Coinbase. One example is that Circle and Coinbase, together, have reached a revenue-sharing arrangement with Hyperliquid. He added that about 70% of companies that are interested in participating in this kind of alliance project are already Circle network partners. On the day of the earnings release, Circle also announced that Visa and Mastercard will expand their cooperation as key infrastructure partners for Arc.
Author: Zhou, ChainCatcher After the “pioneer” of perpetual futures, BitMEX, shut down, BitMart also collapsed. On July 15, BitMart only just released its 2026 first-half report. The report uses an eight-year anniversary theme, talks throughout about long-termism and building for the next cycle, and even lists six major development directions for the second half. Just 11 days later, BitMart announced an orderly shutdown of its trading platform operations. However, this doesn’t mean the company will disappear immediately. An official announcement states that the platform’s trading services will continue until August 26, and the account withdrawal window will remain open until January 2027. Users can still retrieve their assets within the deadline.
CoinVoice learned: According to Jin10, OpenAI is preparing to release a new model series, provisionally called “Astra.” This series will improve its ability to complete long-term tasks.
This week, OpenAI co-founder Altman demonstrated Astra to policymakers and regulators in Washington, touting its capability to enable multiple agents to collaborate over the long term to solve particularly difficult problems. It is still unclear when OpenAI plans to release the model.
CoinVoice learns: Robinhood Chain’s launch platform Pons is officially live with the v2 version. According to previously disclosed information, the v2 version features deep integration with Uniswap V4; in addition to ETH, the platform’s issued tokens can directly be paired with tokenized stocks.
CoinVoice learned: Cathie Wood’s ARK Ark Investment funds announced the trading records from July 31, in which it bought 109,127 shares of Circle (CRCL) stock through its ETFs, at a price of $62.61 per share, for a total purchase value of about $6.83 million.
In addition, it also bought 11,784 shares of the 3iQ Solana Staking ETF (SOLQ.U) stock, at a price of $8.33 per share, worth about $98,000.
Analyst: After the HYPE team token unlock, cumulative proceeds reached about $165 million; in the same period, the assistance fund spent about $364 million to repurchase
CoinVoice learned: According to MLM monitoring, since the HYPE team tokens started unlocking in December 2025, 4.93 million HYPE tokens have been allocated to team members. Based on the current price, the value is approximately $270 million, accounting for 0.493% of the total supply. Meanwhile, 1.19 million HYPE tokens have been sold on the open market for $32.5 million; additionally, 3.14 million HYPE tokens have been transferred to an OTC trading platform, with the transfer value estimated at about $132 million. In total, about 4.33 million HYPE tokens have been sold, generating approximately $165 million. On average, about 540,000 HYPE tokens are sold per month, with a value of roughly $20.6 million.
Where are the world’s smart funds running to right now?
Written by: Bu Shuqing Cash flow data show that global investors are undergoing a profound reshuffling of asset allocations. According to Chase the Trends trading desk, Bank of America’s latest edition of its (Fund Flow Report) (The Flow Show) reveals that, amid rising expectations for Fed rate hikes and persistently higher yields on the long end, “smart money” is accelerating toward emerging markets, technology stocks, and commodities, while remaining cautious about U.S. domestic equities and U.K. stocks. As of the week ending July 22, global equity funds saw net inflows of $30.4 billion for the week, bond funds net inflows of $14.9 billion, gold funds net inflows of $2.0 billion, while money market funds recorded net outflows of $33.9 billion.