Leopold's AI fund had planned to sell $3.5 billion worth of Anthropic equity, but later withdrew the deal

According to Onchain Lens monitoring, ALT5 Sigma, an affiliate of WLFI, has transferred 1.815 billion WLFI tokens worth approximately $99.77 million to a new address. ALT5 Sigma currently holds 5.09 billion WLFI tokens worth approximately $282.18 million.

On August 2nd, the prediction market platform Polymarket showed that the probability of Bitcoin rising to $70000 in August was 26%, the probability of rising to $65000 was 80%, and the probability of falling to $60000 was 56%.

[South Korea Arrests 5,203 Drug Suspects in the First Half of the Year, Focuses on Online and Foreign-Related Crimes in the Second Half] According to Yonhap News Agency, the National Investigation Headquarters of the Korean National Police Agency arrested 5,203 drug-related suspects in the first half of the year, detaining 1,039 of them. Among them, 2,178 were suspected of online drug transactions, an increase of 300 compared to the same period last year; 848 were foreign nationals involved in drug-related crimes, an increase of 114 year-on-year. The police extradited Philippine drug kingpin Park Wang-rye and recovered 3.84 billion won. In the second half of the year, the police plan to intensify crackdowns on platforms such as Telegram and establish a 41-member special task force for virtual asset tracking.

[People's Bank of China Holds Second Half of 2026 Work Conference, Continues Implementation of Moderately Loose Monetary Policy] The People's Bank of China held its work conference for the second half of 2026, proposing to continue implementing a moderately loose monetary policy. The People's Bank of China will comprehensively utilize tools such as reverse repos, medium-term lending facilities, and government bond transactions to maintain ample liquidity and guide financial institutions to support financing for the real economy. The People's Bank of China will improve the short-term interest rate regulation mechanism, increase the variety of overnight reverse repo operations, and narrow the interest rate range for temporary overnight repo/reverse repo operations. The People's Bank of China will urge financial institutions to clearly disclose the comprehensive financing costs of loans and maintain low levels of overall social financing costs. As of the end of June, the social financing scale grew by 7.4% year-on-year, and the broad money supply increased by 8.0% year-on-year. The RMB exchange rate will adhere to market determination and maintain two-way fluctuations. (Jin10)

According to the Wall Street Journal, this round of memory chip foam burst did not cause a systematic impact on the overall U.S. stock market, and the S&P 500 index fell only 1.6% from its historical high. Strategy's high point fell by 83%, Trump Media's stock price fell by 89%, and SK Hynix fell by 55% at one point. Macro strategist Russell Napier stated that the banking system is healthy, but AI investment is entering a dangerous zone. The data center expenditure is expected to reach $7 trillion in the next four years. If AI productivity improvement is not enough to support investment, capital mismatch will damage the economy, and AI's reliance on debt financing may impact the financial system when the foam bursts.