Captain

在最近接受福克斯新聞採訪時，美國總統唐納德·特朗普表示，結束與伊朗的持續衝突沒有固定的時間表。他強調自己並不急於解決局勢，並建議伊朗應當考慮投降，稱：“伊朗應該舉起白旗並投降。”
特朗普的言論體現了一種戰略耐心的立場，表明政府並不急於對談判或軍事行動設定期限。儘管目前圍繞伊朗的地區活動及其核計劃仍存在持續緊張與討論，但他明確表示，美國準備在合適的時機等待。

據上海證券交易所稱，優必選科技已宣佈其首次公開募股（IPO）的發行價爲每股150.80元。公司披露稱，完成本次發行後，其總股本將爲404百萬股。
其中，約30.0877百萬股將在公司開始上市時處於不受限制且可交易狀態，佔總資本的約7.44%。本次IPO發行價對應2025年攤薄後的靜態市銷率爲35，表明市場對公司當前股價下的銷售規模如何進行估值。

Israel’s leading crypto broker, Bits of Gold, announced that hackers gained unauthorized access to a third-party data system, resulting in a breach that affected approximately 200,000 customers. The company confirmed that the breach exposed sensitive personal data, including names, national ID numbers, emails, phone numbers, IP addresses, bank account details, and public wallet addresses.
Importantly, Bits of Gold assured its users that their funds and digital assets remained untouched and were not compromised during the breach. The company emphasized that no digital assets were involved in the incident, and the security breach was limited to personal data stored on a third-party platform that had been accessed unlawfully.
The company revealed that the breach was the result of a security incident involving a third-party data provider, which had authorized access to customer information. Bits of Gold is actively working with cybersecurity experts and authorities to investigate the breach and strengthen its security measures to prevent future incidents.
This incident highlights the ongoing risks associated with data security in the crypto industry, especially when third-party services are involved. Bits of Gold has committed to notifying affected customers and is implementing enhanced security protocols to safeguard user information moving forward. #DataBreach #CryptoSecurity #BitsOfGold

A monitored address has been actively trading in CXMT-related positions, suggesting an effort to lock in profits as the token’s price continues to weaken. According to Odaily, the address previously accumulated a position worth approximately $20 million and is now engaging in active trading strategies to realize gains amid declining market conditions.
The address has been placing spread limit orders above the current market price, indicating an attempt to sell portions of its holdings at targeted levels. Additionally, it has opened two TWAP (Time-Weighted Average Price) strategies, which are commonly used to execute large trades gradually over a specified period, minimizing market impact and ensuring a more favorable average execution price.
This trading activity reflects a strategic approach to managing a significant CXMT position during a period of price weakness. The active trading to lock in profits suggests the trader is taking advantage of short-term volatility, possibly anticipating further downside or seeking to reduce exposure before potential further declines.
Such movements highlight the ongoing efforts by certain market participants to manage large positions in response to market dynamics and price trends. Observers will continue to monitor whether this activity influences broader market sentiment or if it marks a temporary profit-taking phase amid continued weakness. #CXMT #TradingStrategy #MarketActivity

Hertzflow 已正式在 BNB Chain 上推出其主網（Mainnet）和 Genesis Vaults，這標誌着其鏈上槓杆層的重大擴展，覆蓋多種資產類別，包括加密貨幣、外匯（FX）、大宗商品和股票。該項目通過 X 上的 YZi Labs 分享了這一消息，強調了其發展進程中的這一里程碑。
此次上線推出了以 USD1 和以太坊爲支撐的 Genesis Vaults，旨在促進更高效的穩定幣流動性使用，讓穩定幣在超越單純結算功能的同時發揮更積極的作用。Hertzflow 正在探索通過將穩定幣整合進更活躍、更高效的流動性池，如何在多種資產類別的鏈上市場中進一步深化其作用，從而可能提升市場效率並優化資本利用率。

Bridgewater Associates 在其第二季度 13F 文件中披露，其美國股票及相關資產持有價值約為 244 億美元，較第一季度的 224 億美元成長 8.9%。該文件說明截至 6 月底的持倉情況，並透過美國證券交易委員會（SEC）文件披露，且由界面新聞報導。
該公司最大的持倉包括 SPDR S&P 500 ETF，佔其投資組合的 16.30%，其次為 iShares Core S&P 500 ETF，佔 9.22%。值得注意的是，其部分最大個股持倉包括 Nvidia，權重為 3.17%；Broadcom 為 2.04%；Amazon 為 1.98%。這些持倉反映了 Bridgewater 對廣泛型市場 ETF 以及領先的科技與消費公司之關注。

BitFuFu, the Nasdaq-listed Bitcoin mining company, announced its unaudited financial results for the second quarter of 2026, ending June 30. The company reported total revenue of $42.76 million, reflecting a diversified income stream from various segments of its operations.
Of this total, $24.9 million was generated from its cloud mining services, which allow customers to rent mining power without owning hardware. The remaining revenue came from self-mining activities, amounting to $14 million, and from hosting and other related services, totaling $3.9 million. The growth in self-mining revenue is notable, increasing by 22.8% compared to $11.4 million reported in the first quarter.
This increase in self-mining revenue indicates an expanding internal capacity and possibly improved operational efficiency. The company’s diversified revenue streams demonstrate its strategic approach to balancing cloud services, direct mining, and hosting to stabilize income in a fluctuating market.
As Bitcoin’s market dynamics evolve, BitFuFu’s results suggest resilience and growth within its operational segments. The company’s focus on expanding its self-mining capabilities alongside its cloud and hosting services positions it for ongoing performance in a competitive industry. #BitcoinMining #CloudMining #CryptoRevenue

Multi Commodity Exchange of India Ltd. (MCX) has announced plans to invest up to 2 billion rupees, approximately $21 million, to develop new coal and minerals trading platforms in India. This strategic move aims to enhance the country's commodity trading infrastructure and improve price discovery and transparency within the domestic market.
The initiative comes amid a broader government push to liberalize and modernize sectors related to natural resources, seeking to create a more efficient and competitive environment for trading commodities such as coal and minerals. By establishing dedicated trading platforms, MCX aims to facilitate better price formation and increased market participation for producers, consumers, and traders.
The planned investments reflect a recognition of the growing importance of the commodities sector in India’s economic growth and energy security strategy. The new platforms are expected to incorporate advanced trading technologies, ensuring better market accessibility, real-time data, and improved regulatory oversight.
As India continues to open up its commodities markets, the development of these platforms could play a significant role in attracting more investment and fostering transparency in pricing mechanisms. The move signifies a step toward a more integrated and efficient commodities trading ecosystem in India. #India #CommodityTrading #MarketTransparency

Tudor Investment has increased its holdings in the iShares Bitcoin Trust (IBIT), a spot Bitcoin ETF from BlackRock, by 18.9% from the end of the first quarter, holding 688,529 shares valued at approximately $22.9 million as of June 30. This marks a significant shift after a year-long trend of reducing its position in the ETF.
The firm’s decision to boost its stake indicates a renewed interest in Bitcoin exposure through the ETF, which tracks Bitcoin’s spot price. The increased holdings suggest that Tudor Investment might see emerging opportunities in Bitcoin’s market or is adjusting its strategy to hold a larger position in the asset.
Simultaneously, Tudor reduced its bullish options position tied to IBIT from 998,000 shares to about 148,000 shares, a decrease of roughly 85%. This sharp cut in options exposure reflects a cautious approach, possibly indicating a shift away from aggressive bullish bets on Bitcoin via options, while still maintaining a significant spot position.
These moves highlight the evolving strategies of institutional investors like Tudor Investment, balancing between direct holdings and derivatives positions in the growing Bitcoin ETF market. As interest in Bitcoin ETFs continues to develop, such adjustments could signal changing sentiments about Bitcoin’s near-term prospects. #Bitcoin #ETF #InstitutionalInvestors

阿里巴巴已通過其微信公衆號宣佈推出新的AI音樂模型“Happy Shrimp 1.0”。公司表示，該模型能夠準確理解自然語言，並將情緒、故事或記憶轉化爲完整的音樂作品。
這個AI模型代表了人工智能驅動音樂創作領域的一項重大進展，強調了阿里巴巴在將深度學習與藝術表達相結合方面的關注。通過解讀包含情緒、故事或個人記憶的用戶輸入，“Happy Shrimp 1.0”可以生成能夠反映這些人類經歷的音樂，爲用戶參與音樂製作提供了一種全新方式。

Dutch prosecutors have sold cryptocurrency seized from the bankrupt crypto platform Knaken, raising €2.5 million to help repay creditors. According to Foresight News, court-appointed trustee Carl Hamm stated that the proceeds from the sale are now the only funds available in the company's bankruptcy estate.
Knaken, which offered crypto trading and storage services to users in the Netherlands, went into bankruptcy amid financial difficulties. The seizure of its crypto assets was part of the legal proceedings aimed at recovering funds for creditors and users. The sale of the seized crypto assets was conducted to generate cash to address outstanding liabilities.
Hamm estimated that user deposits are valued between $12 million and $14 million, and emphasized that the proceeds from the sale represent a significant step in the bankruptcy process. As of now, the €2.5 million raised from the sale is the primary source of funds available to settle debts, making it a crucial development in the recovery efforts.
The case highlights ongoing challenges within the crypto industry regarding insolvency, asset recovery, and creditor protection. The sale and subsequent distribution of assets will continue to be monitored closely by stakeholders and regulators, as they seek to ensure fair treatment for all parties involved. #CryptoBankruptcy #AssetRecovery #CryptoRegulation

週一，比特幣保持在約63,500美元附近，在一個狹窄區間內波動：價格仍低於64,000美元，但高於6萬多美元的低位。該加密貨幣的穩定表現，正值地緣政治緊張局勢升級以及全球航運路線出現中斷之際，尤其是霍爾木茲海峽——這是石油和海上貿易的關鍵咽喉要道。
根據Kpler數據，近期消息顯示，通過霍爾木茲海峽的航運活動出現了顯著下滑：週六僅有5艘貨船通過，週日則爲零。與戰前水平相比，這大約下降了90%。在週末期間，平均有31艘船隻將經由該水道通行。航運活動的中斷髮生在一項爲期60天的美伊停火協議到期之後；協議到期後未能達成新的交易，進一步加劇了該地區的緊張局勢。

據中國人民銀行上海總部（PBOC Shanghai Headquarters）稱，截至2026年7月底，境外機構持有銀行間市場債券總計3.21萬億元人民幣。該規模約佔市場託管餘額的1.8%，反映出境外參與中國銀行間債券市場的程度。
在上述總量中，境外投資者持有2.02萬億元人民幣的政府債券，體現其在中國主權債務方面的重要持倉。此外，他們還持有7600億元人民幣的政策性銀行債券，用於爲各類政府舉措融資；還持有2700億元人民幣的可議付定期存單（ negotiable certificates of deposit ），這是一種短期債務工具。報告顯示，境外持倉在銀行間市場的不同類型債務工具中分佈較爲廣泛。

巴哈馬證券（Bahama Securities）經濟學家普爾比安託羅·林唐（Purbiantoro Lintang）對印度尼西亞2027年的官方增長目標6.0%表示懷疑。他認爲，在當前仍因中東持續緊張局勢而不確定的全球經濟環境下，該目標過於雄心勃勃。
林唐指出，這些外部因素持續帶來波動，並對印尼經濟前景構成下行風險。印尼2027年預算預測通脹率約爲2.5%，並希望將財政赤字收窄至佔GDP的2.4%，表明在這些挑戰下采取了更爲謹慎的財政管理。

根據香港交易所近期披露文件，UBS Group 已提高其在藥明合聯（WuXi AppTec）H 股（02359.HK）的多頭持倉。該行的持股比例從8月11日的6.95%上升至7.67%，體現出其對這家中國醫藥與生物技術公司前景的信心日益增強。
UBS 增持的這一舉措表明其對藥明合聯的看漲前景更爲樂觀。藥明合聯以爲醫藥行業提供全面的研發、製造和檢測服務而聞名。持倉的進一步加強暗示，UBS 認爲藥明合聯的商業模式以及未來表現存在顯著價值或增長潛力。

政府宣佈，索馬里國家航空公司計劃下個月恢復航班運營，這在數十年停飛之後標誌着一項重要里程碑。據彭博社報道，該航空公司自1991年以來一直處於停運狀態，當時非洲之角國家爆發內戰，擾亂了交通並阻礙了經濟發展。
政府的聲明表明，該航空公司的復興是爲重建國家基礎設施、並提升索馬里境內以及與國際目的地之間的互聯互通所開展的更廣泛努力的一部分。關於具體航線或航空公司的運營計劃，目前尚未披露，但預計恢復運營將促進貿易、旅遊業並增強經濟穩定性。

據Axios報道，隨着公用事業部門規劃下一階段的電網擴建，美國各地的公用事業單位正日益將野火韌性列爲優先事項。今年的野火季在火災數量和過火面積方面都已超過過去10年的平均水平，促使公用事業單位納入先進策略，以保護基礎設施和社區。
公用事業單位現在正使用精細的天氣模型、野火行爲數據、基礎設施信息以及人口影響評估來指導其韌性投入。這些工具幫助他們識別高風險區域，並更有效地分配資源，以在野火事件期間預防停電、減少損失。重點在於打造更堅固、且能適應變化的電網，以應對野火帶來的日益嚴峻威脅。

Renaissance Technologies has increased its holdings in Strategy shares by 422,881 units, valued at approximately $40.1 million, according to BitcoinTreasuries.NET on X. This recent purchase has boosted the firm’s total stake in the strategy to 2.55 million shares, which now have an estimated worth of $242.3 million, reflecting a 20% increase in its holdings.
The substantial addition indicates that Renaissance Technologies continues to see significant value in its investment, signaling confidence in the strategy’s potential for growth. The firm’s increased stake underscores its ongoing commitment to this particular investment vehicle, which may be tied to specific market opportunities or internal strategic objectives.
This move by Renaissance Technologies is part of a broader pattern of active portfolio management, where the firm adjusts its holdings based on evolving market conditions and its long-term outlook. The increased exposure to Strategy shares highlights the firm’s strategic positioning and belief in the asset’s future prospects.
As one of the most renowned quantitative hedge funds, Renaissance’s increased investment could influence other market participants’ perceptions of the asset’s potential. Investors and analysts will be monitoring how this and similar moves impact the strategy’s performance and overall market dynamics in the coming periods. #Investment #HedgeFunds #MarketStrategy

據BeInCrypto援引BloFin Research的消息，自1月以來，黃金經歷了顯著的回調，實質上相當於將其相對股市的價值重新“清零”。在黃金價格自1月峯值下跌約21%的情況下，標普500與黃金的比率已從約1.27反彈至1.79。
這一舉動表明，市場中擁擠的黃金交易（crowded trade）已得到緩解。交易員和投資者正在在市場狀況變化的背景下重新評估其倉位。在下跌期間，央行和ETF增加了黃金持有量，官方部門的淨買入達到288.9噸，儘管近期價格出現修正，仍顯示出機構層面的持續興趣。

SlinkyLayer.AI 宣佈已成功完成一輪戰略種子融資，並吸引了包括 Animoca Brands、Draper Dragon、Cogitent Ventures、Gravity X Capital、Kinetic Koll 和 Levitate Labs 在內的知名投資者參與。本輪融資金額未向公衆披露，但這些知名機構的支持凸顯出市場對公司願景與技術的強烈信心。
資金將用於開發一層面向私有訪問的基礎設施，旨在將用戶連接到廣泛的 AI 代理、模型、研究數據、市場數據以及鏈上工具生態系統。該基礎設施的目標是促進用戶與 AI 服務之間安全、順暢的交互，從而彌合去中心化金融與由 AI 驅動的應用之間的鴻溝。