唐华斑竹

US robotics startups still rely on China’s supply chain, carrying key components back in “suitcases”
Against the backdrop of rapid growth in the US robotics industry, more and more robotics startups are obtaining key components through China’s supply chain—some even asking investors and visitors to purchase products in the Chinese market and bring them back to the US.

According to reports, in April this year, a venture capitalist from San Francisco, during a visit to Shenzhen, China, carried a shopping list of items sourced from a US robotics startup. He asked for the purchase of humanoid robots and various robotics components. He then went to one of the world’s largest electronics distribution hubs—Shenzhen Huaqiangbei—to buy the relevant equipment and parts, and arranged for them to be shipped back to the United States.

Industry insiders say that although the US has promoted localization of the robotics industry in recent years and tightened restrictions on China’s high-tech supply chains, China still has the world’s most mature, lowest-cost, and most diverse ecosystem of robotics components, including motors, sensors, batteries, controllers, actuators, and mechanical structural parts.

US robotics startups face funding pressures and R&D timeline challenges, while China’s supply chain can offer rapid iteration, low-cost manufacturing, and mature engineering support—making it an important choice for many companies.

This trend reflects a real contradiction in the global robotics industry supply chain: the US has advantages in AI algorithms, software, and capital, but when it comes to robot hardware manufacturing and component supply, it still heavily depends on China’s mature supplier ecosystem.

As competition among humanoid robots heats up, US companies are trying to build local supply chains. However, industry insiders believe that in the short term, completely replacing China’s manufacturing capabilities remains a major challenge.$BNB

I think it’s better to use Binance. If you lose funds, you can still go complain to Binance customer service. If you keep it in your own wallet and you lose it, there’s really nothing you can do.
Trezor users claim that after clicking a Google-sponsored phishing result, their life savings were stolen
A Trezor user says their life savings were stolen after they clicked a Google-sponsored search result impersonating Trezor. The phishing page is hosted on Google Sites and is allegedly designed to trick victims into entering their wallet recovery seed. Trezor says it is upgrading its handling of the report, working to remove the site, and reminding users not to enter any wallet backups or recovery seed phrases in any website or online form. Google sponsored phishing ads remain an ongoing attack vector facing crypto users. $BTC

Did it leave?
BlackRock’s IBIT and ETHA total net outflows of $3.5 billion in Q2
According to the latest filing submitted by BlackRock to the U.S. SEC, its spot Bitcoin ETF (IBIT) and spot Ethereum ETF (ETHA) recorded a combined net outflow of about $3.5 billion in capital share redemptions in Q2 of 2026, compared with a net inflow of $13.9 billion in the same period last year—an approximately $17.4 billion year-over-year swing.

Of that, IBIT saw a net outflow of $2.9 billion in Q2, while ETHA recorded a net outflow of $583.4 million. In addition, during Q2, 106,148 BTC and 770,839 ETH from IBIT and ETHA, respectively, were used for ETF share redemptions.$BTC

Bitcoin splitters are coming fast—countdown to destruction begins. They directly force miners to abandon Bitcoin Core. About 48 hours from now, the mandatory signal transmission enforced by BIP-110 will be triggered! These lunatics—what exactly do they want? Will my inscription be ruined by them?

August 7 update: BIP-110 supporter Dathon Ohm said in a post that the forced signal transmission for BIP-110 will start after about 290 blocks, which is roughly 48 hours. Miners must begin transmitting signals to demonstrate readiness for BIP-110; otherwise, their blocks will be considered invalid and discarded. He advises miners and users to upgrade to Bitcoin Knots nodes. He does not recommend continuing to run Bitcoin Core, arguing that Core will become unsafe once the forced signaling begins.
$BTC

Whether win or lose, Ma Zong is destined to be remembered in history!
"Ma Ji" ETH long adds to 10.36 million USD

On August 6, according to TradingBeats (formerly Hyperinsight) monitoring, "Big Brother Ma Ji" Huang Licheng’s address has continued adding to ETH long positions recently. Currently, with 25x leverage, it is going long on 5,415 ETH (10.36 million USD). The average entry price is $1,884.02, with an unrealized profit of $154,000.$ETH

Looks like the bulls aren’t taking it lying down—they’re trying to blow him up
“Big short” Michael Burry has been bearish on Nvidia (NVDA), and since then NVDA has risen by about 6%

On August 6, according to market data, Nvidia is currently quoted at $219.39. The data shows that 276 days have passed since “Big short” model character Michael Burry publicly turned bearish on Nvidia (NVDA), and over the same period the stock price has risen by about 6%. $NVDA.US

The life of Lao Huang fully embodies what people call “when luck comes, iron turns to gold; when luck leaves, gold turns to iron.”

In 1996, Huang Youlong was working as a waiter at a nightclub in Shenzhen. By 2000, he was still doing odd jobs while applying for a temporary residence permit. But just a few years later, he somehow transformed into a giant merchant in Singapore, married a first-line female star, and even squandered 283 million over just six days at a casino in Australia.

His background and education have remained a mystery to this day. He suddenly burst onto the scene, not only striking friendships with major top-tier figures, but also making a fortune—earning tens of billions—in the stock market.

But money came quickly and went even faster. He lost more than a billion in casinos across various places alone. The marriage ended in divorce in 2024, and in 2026, he was even sued repeatedly over massive gambling debts, ending up in court being chased down.

From a working guy to a sudden tycoon, and then to falling from the spotlight with debts entangling him—this wealth myth built on seemingly mysterious luck ultimately got him pushed back to his original form. $SOL

Liang Wenfeng’s Matrix Quantization 7月 sees a full-scale plunge—nine products all drop by more than 20%

Matrix Quantization under Liang Wenfeng suffered a sharp pullback in July. According to nine products publicly displayed by Private Fund Ranking Network, all of their net values fell by more than 20% in the month. The worst decline was Matrix CSI 500 Quantitative Aggressive No. 1, down 22.15% in the month. As of July 31, only one product managed to preserve a small year-to-date positive return of 0.04%, while the other eight all turned to losses.

This time, it wasn’t just Matrix that “crashed.” From July 13 to 17, the CSI 500 index fell by about 11.7% over the week, while the CSI 1000 and CSI 2000 each dropped by more than 12%. In the same period, all 10 Matrix quantitative long-only products fell by more than 15% over the week. Major institutions such as Mingshi, Fangfang, Jiukun, and Mingrun also retreated in tandem.

Industry commentary points to overcrowding in tech growth stocks and high-momentum strategies. After the market style abruptly flipped, similar strategies concentrated their rebalancing; factors that had previously driven profits quickly became sources of losses. In the first half of this year, among 1,236 index-enhanced products, the average excess return was only 3.11%, compared with 14.17% in the same period last year. $SOL

This guy is too greedy. When he just launched, we gave him a chance to make a big profit and exit—he wouldn’t leave. So we can only accept the loss.
A certain whale lost $720,000: transferring 20,100 SPCX tokens to Binance
According to on-chain analyst Yu Jin monitoring, a certain whale withdrew 20,100 SPCX from Binance in early July. At that time, the SPCX price was $150. Under dual pressure from the earnings report and the approaching unlock, SPCX fell by 13%. Early this morning, the whale transferred 20,100 SPCX into Binance, worth $2.3 million. In one month, it lost $720,000, with a loss rate of 24%. $SPCXB

Cai Chongxin, Zhou Shouzhi, Tang Liuqian, and Gao Zhikai—I always feel these people look very similar, like they share a single face. It feels like they’re all a type of template among Chinese elites. In ancient times, they would also have the faces of talented scholars. Hooked nose, gaunt face, thin lips, single eyelids. $SOL

Finally found the reason for $AVAX ’s big surge! Turns out it’s because of this!

With permissions opened, U.S. investors and enterprises can trade 724 tokenized U.S. stocks and ETFs on Avalanche via Dinari

Avalanche @avax says that 724 tokenized U.S. stock and ETF assets provided by Dinari @DinariGlobal are now open to U.S. investors and enterprises on the Avalanche C-Chain through the Dinari Trading App—including tokenized stock assets that cover the entire S&P 500 index.

The key is that it boldly and openly says “open to U.S. investors and enterprises”! That’s not simple. Now Avalanche is only 6.7U—everyone, should we go all-in on Avalanche?! After all, it dropped from 200U to $AVAX

This loss is shocking! Also令人敬佩
“Magic Brother” cut the loss on a BAYC NFT with a 89.4% loss, and added to an ETH long position

On August 5, according to Lookonchain monitoring, “Maji Dage” Huang Licheng bought BAYC #5670 with 85 ETH five years ago; today he sold it for only 9 ETH, losing 76 ETH (about $142,000), with the loss rate reaching 89.4%. Afterwards, he continued using the proceeds to support his ETH long positions. His current position totals 3,450 ETH (about $6.44 million), and the liquidation price is $1,839.37. $BAY

What the hell is this about? Can Bitcoin still be played?
Around August 9, it enters the forced signaling phase; the BIP-110 soft fork is nearing activation
The BIP-110 soft fork is about to enter a critical activation phase. The proposal will enter the forced signaling phase around August 9, corresponding to block height 961,632. It is expected to lock in at block 963,648 by the end of August, and activate the new transaction rules at the beginning of September at block 965,664. BIP-110 uses a 55% signaling threshold; its restrictive measures will be enforced for 52,416 blocks, about one year. BIP-110 primarily limits transaction features such as large data pushing, extremely large output scripts, undefined witness versions, Taproot annex, etc. However, UTXOs created before activation are exempted, and standard currency use remains compatible. $BTC