Event Calendar
The Bitcoin and Ethereum ETFs recorded a combined inflow of $1.1 billion last week, ending the net outflow trend since 2026. BlackRock's Bitcoin ETF IBIT accounts for approximately 80% of the inflow of Bitcoin ETFs. Last week, BTC ETF trading volume reached its second lowest level since October 2024.
Binance FIL/USDT perpetual trading volume surged 5 times within 10 minutes, with a transaction volume of 36.29 million US dollars in the past 24 hours, an increase of 1.97% A surge in trading volume generally indicates an increase in market trading activity or large-scale fund buying and selling operations, which may be caused by certain important market changes or news announcements. According to AiCoin data, the comprehensive ranking of Binance contracts ranks first in the world
Iranian Deputy Foreign Minister Ghalibabadi stated that as long as the United States does not accept failure and continues to exert pressure, Iran will continue to restrict shipping in the Strait of Hormuz. According to Reuters, the current oil tanker traffic in the Strait of Hormuz has significantly decreased, with Kpler data showing only two ships passing through on Friday and no record of crude oil transportation. US President Trump has stated that the American people need to accept higher gasoline prices to prevent Iran from obtaining nuclear weapons. According to data from the American Automobile Association (AAA), the average gasoline price in the United States has risen to about $4.08 per gallon, a year-on-year increase of 29%. Iranian President Pezehezhian stated that US sanctions have intensified inflationary pressures within Iran. US Treasury Secretary Besson stated that more economic measures targeting Iran will be announced next week.
[Swissquote Crypto Revenue Declines, Lowers 2026 Revenue and Profit Targets] According to (Bitcoin.com), Swiss online banking group Swissquote released its financial report for the first half of 2026. Due to a decline in crypto business, management has revised the full-year net revenue target from $934 million to $897 million and the full-year pre-tax profit target from $473 million to $449 million.
Michael Saylor stated that Strategy has upgraded its STRC, STRD, STRK, and STRF control panels, adding tools such as Bitcoin rating, after tax effective rate of return, and one-year Sharpe ratio to evaluate returns, credit quality, downside protection, and risk adjusted returns.
[Binance XRP Whale Inflows Drop to Lowest Level Since 2021, Approximately $61 Million Daily] According to on-chain analyst Darkfost citing CryptoQuant data monitoring, the inflows of XRP whales on the Binance platform have dropped to their lowest level since 2021, with current daily whale inflows at approximately $61 million.
According to Ledger Insights, Africa Finance Corporation has issued 350 million Swiss francs (approximately 431 million US dollars) in digital bonds through the Swiss Stock Exchange's (SIX) SDK platform. This is the first time that an African institution has issued digital bonds through a central securities depository (CSD) and exchange. The five-year bond has a coupon rate of 1.4925%, arranged by Commerzbank AG and Deutsche Bank.
The vote on the Bitcoin and Crypto Clarity Act in the US Senate will be held in one month. (The Bitcoin Historian)
Markus Thielen from 10x Research stated on the Trade Secrets program that it is mathematically impossible for Bitcoin to reach $1 million by 2030. (Cointelegraph)
According to Bitcoin Magazine, Edleman Financial, which manages $326 billion in assets, disclosed holding $34 million worth of Bitcoin ETFs, including BlackRock's IBIT and Grayscale products. Tudor Investment disclosed holding 688529 shares of IBIT stock worth $22.9 million as of June 30.
The acquisition negotiations between PayPal, Stripe, and Advent Global Opportunities are heating up. Stripe and Advent proposed to acquire PayPal for $60.50 per share, with a total transaction valuation of approximately $53 billion. Neither PayPal nor Stripe has confirmed the relevant information. PayPal declined to comment, while Stripe stated that it will not respond to market rumors or speculation. PayPal CEO Enrique Lores launched a restructuring plan after taking office in March this year, splitting the business into three major directions and planning to lay off 20% of employees in the next two to three years.
According to CNBC, the US Commodity Futures Trading Commission (CFTC) is conducting an internal review of the market mentioned by prediction platform Kalshi. The CFTC notified Kalshi a few weeks ago about the review matter, and subsequently Kalshi removed the mention of the market related to sports. It is currently unclear whether the scope of the investigation covers all topics mentioned in the market.
Chip distribution data shows that in the past quarter, 50% of ETH's traded chips were concentrated in the range of $1697.93 to $1933.90, with the most concentrated price (POC) at $1871.44. The current ETH price is running in the middle of this range and above the POC price, which means that the POC price has shifted from the cost line to the psychological support line. As long as the price does not fall below POC, the short-term bullish pattern will be maintained. If the volume falls below POC, the bullish advantage will be invalidated. PRO "Chip Distribution" supports switching to more cycles to view the evolution trend of POC, helping to determine whether the support is firm. The data is for reference only.
[Vals AI Completes $40 Million Series A Financing, Valuation Reaches $400 Million] According to TechTimes, Vals AI has completed a $40 million Series A financing round at a valuation of $400 million, led by a16z, with participation from 8VC, Pear VC, Bloomberg Beta, HRT Ventures, and Next Ladder Ventures. Vals AI leverages an independent system to evaluate cutting-edge models launched by OpenAI, Anthropic, Google, Meta, and xAI. The new funds will be used to build evaluation infrastructure and launch testing tools for creating programming benchmarks based on enterprise GitHub code repositories.
Lido has launched the NEST automated LDO repurchase mechanism. When the DAO staking income surplus exceeds the benchmark of $40 million, 50% of the surplus will be automatically bought into LDO through CoW Swap; If the income falls below the baseline, the shortfall must be made up by subsequent earnings, with a daily purchase limit of $50000 and an annual limit of $10 million. The purchased LDO belongs to DAO.
According to Yonhap News Agency, Bithumb announced a revenue of $109 million for the first half of 2026, a year-on-year decrease of 48.7%; The operating profit was 9.6 million US dollars, a year-on-year decrease of 83.4%; The net loss is 70.1 million US dollars. Bithumb's Q2 revenue was $55.7 million, a year-on-year decrease of 35.8%; The operating profit was 7.8 million US dollars, a year-on-year decrease of 44.0%. Bithumb stated that the decline in performance is due to the high interest rate policy in the United States, which has led investors to shift their funds to the AI and semiconductor stock markets, resulting in a decrease in activity in the virtual asset trading market.
DeFiLlama founder 0xngmi stated that the team has been reporting to Apple for months about trademark infringement and impersonation of counterfeit DeFiLlama apps in the app store, but they have not been taken down. The team deposited a small amount of funds into the testing wallet and used the application, but the funds were stolen after entering mnemonic words; After submitting evidence, Apple removed the app within a few days. 0xngmi claimed that the attacker used this method to attack multiple major encryption brands.
Nasdaq listed Bitcoin mining company Bitdeer announced on X platform that as of the week ending August 14th, Bitdeer had mined 263.4 BTC and sold them all, currently maintaining a zero position status.
According to the Financial Times, OpenAI is undergoing organizational adjustments in preparation for its IPO, with Chief Revenue Officer Denise Dresser resigning. Prior to this, top executives such as CFO and COO Brad Lightcap and ethics officer Chlo é Bakalar have left one after another. OpenAI disbanded the 'preparation team' responsible for assessing the security risks of AI models, and the related responsibilities were split to other teams. OpenAI's annualized revenue increased from $24 billion to $40 billion, while completing $7 billion in employee stock buybacks. Anthropic competes with OpenAI in the enterprise market and is experiencing rapid revenue growth. The market expects OpenAI's valuation to reach $1 trillion.
According to SEC documents, Situational Awareness LP significantly adjusted its holdings at the end of Q2 2026, with Micron's holdings increasing from $5.86 million to $5.574 billion and SanDisk's holdings increasing from $724 million to $5.674 billion. At the end of the second quarter, Micron and SanDisk together accounted for approximately 55% of its publicly traded stock portfolio, Bloom Energy、 TSMC's ADR and Nebius positions have also increased. The fund has significantly reduced put option hedging, resulting in a concentration of portfolio risk towards AI long positions and simultaneous pressure on highly correlated positions. A simple sector pullback may evolve into a liquidity crisis.