[Hyperscale Data Borrows $30 Million via Morpho Protocol] According to PR Newswire, AI data center company Hyperscale Data has completed a $30 million Bitcoin-collateralized loan through the Morpho Protocol at an interest rate of approximately 4.9%. The funds will be used for the construction and operation of an AI data center in Michigan.

Bloomberg senior ETF analyst Eric Balchunas stated that if the Coldcard wallet incident causes a loss of over $100 million, it would rank second in traditional theft cases in the United States, only behind the $500 million theft at the Isabella Stewart Gardner Museum in Boston in 1990. In the history of theft incidents in the cryptocurrency industry, the $100 million scale cannot enter the top ten. If traditional theft cases are combined with cryptocurrency theft cases for ranking, cryptocurrency related cases occupy 9 out of the top 10 theft cases in US history. The scale of cryptocurrency theft has far exceeded traditional financial crime incidents, and the approval of Bitcoin ETFs by US regulatory agencies is driving more funds into this field.

The two proposals of Solana Network to increase the proportion of transaction fee destruction and accelerate the rate of inflation reduction have entered the preliminary voting stage today. If both proposals are approved, the annual inflation reduction rate will increase to 30%, and it is expected to reduce approximately $1.36 billion in new SOL issuances over the next six years. At the same time, the daily SOL destruction volume will increase from the current around 650 to around 9000.

[South African Treasury and South African Reserve Bank Release Draft Guidelines on Cross-Border Crypto Asset Activities for Public Consultation] On August 3, 2026, the South African National Treasury and the South African Reserve Bank jointly released the 'Draft Guidelines on Cross-Border Crypto Asset Activities' for public consultation, with the deadline for feedback set for September 30, 2026. The guidelines specify that when crypto assets are transferred between domestically authorized CASPs and foreign CASPs, or from domestically authorized CASPs to non-custodial wallets, such transactions must be reported to the Financial Surveillance Department (FinSurv). At this stage, only individuals are permitted to conduct cross-border crypto asset transactions within the prescribed limits through authorized CASPs, while South African entities are not yet allowed to engage in related cross-border activities. The guidelines do not differentiate between types of crypto assets, nor do they classify crypto assets as official currency in South Africa.

On August 3, Kevin Walsh, the chairman of the Federal Reserve, decided to keep the interest rate unchanged, resulting in a cumulative decline of US $115 billion in the market value of US treasury bond bonds, bills and treasury bills. Lantern Capital founder Eric Hickman estimates that the bond market's losses this time are higher than the potential $65 billion loss caused by a 25 basis point interest rate hike. On Friday, the yield of 30-year US treasury bond bonds rose to 5.229% and the yield of 10-year US treasury bonds rose to 4.688%. St. Louis Fed President Musalem stated that the responsibility for monetary policy belongs to the FOMC, implying concerns about relying on market adjustments to achieve policy effects. AI interpretation: The decision of the Federal Reserve to keep the interest rate unchanged directly triggered a sharp sell-off in the bond market. The long-term pricing of the market for the high interest rate environment led to a sharp decline in the market value of treasury bond bonds. The scale of losses in the bond market this time far exceeds the conventional expectation of interest rate hikes, reflecting investors' extreme sensitivity to the current path of monetary policy. The rapid rise in long-term US bond yields clearly indicates that the market is reassessing term premiums and liquidity risks. The statements of Federal Reserve officials further exacerbate policy uncertainty, and this market volatility will force the Fed to be more cautious in balancing inflation and financial stability in subsequent decisions.