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According to Gate market data, Meta Platforms' stock price fell by about 9%, reaching a four-month low, after the company reported a significant decline in cash flow for the second quarter.

According to official news, the prediction market Polymarket announced a significant adjustment to its settlement mechanism for cryptocurrency price fluctuation markets starting from August 7, to protect market integrity. From midnight UTC on that day, the affected markets will no longer settle based on a single price snapshot at a specific time but will instead use a time-weighted average price.Markets of different durations correspond to different TWAP windows: all cryptocurrency 5-minute markets will use a 30-second TWAP, 15-minute markets will use a 60-second TWAP, and 4-hour markets will also use a 60-second TWAP. The previous single snapshot settlement method was prone to price manipulation during periods of low liquidity, and this change is a proactive reinforcement of the market integrity system by Polymarket after facing regulatory scrutiny.To support this transition, Polymarket will inject $1 million in liquidity rewards into all affected markets throughout August. On the technical side, Chainlink TWAP testnet data streams are now available, and mainnet data streams along with Polymarket real-time data stream services will go live on August 4, at which point developers can access TWAP prices directly through Chainlink Data Streams or Polymarket's public WebSocket.

Samsung SDS stated in its earnings call that its strategic investment in the South Korean cryptocurrency exchange Dunamu is a "strategic layout for entering the digital asset infrastructure business." Both parties are discussing cooperation on stablecoin infrastructure, next-generation AI payments, and virtual asset financial system integration (SI). Samsung SDS President Lee Joon-hee mentioned that they will combine Dunamu's blockchain operation experience with Samsung SDS's capabilities in IT services, AI, cloud computing, and security to strengthen the digital financial infrastructure business.The earnings report disclosed on the same day showed that Samsung SDS's revenue for the second quarter was 3.7178 trillion won (approximately 2.6 billion USD), a year-on-year increase of 5.9%; operating profit was 231.8 billion won (approximately 160 million USD), a year-on-year increase of 0.7%. Among them, the cloud computing business revenue was 779.4 billion won, a year-on-year increase of 17%, with external cloud computing business revenue surging 75% year-on-year. The company plans to expand its AI infrastructure from the current 110MW to 230MW by 2029, and further expand to over 800MW by 2031. Samsung SDS previously announced an investment of approximately 20 billion won in Dunamu in May 2024.

According to Jinshi reports, due to rising concerns over the escalation of the Middle East conflict, the long-term international bonds of Saudi Arabia, Qatar, and the UAE fell by more than 1 cent.

According to Jinshi reports, on July 24, the Central Committee of the Communist Party of China held a symposium for non-party figures at Zhongnanhai to listen to the opinions and suggestions of leaders from various democratic parties, the All-China Federation of Industry and Commerce, and representatives of non-partisan individuals. Xi Jinping presided over the meeting and delivered an important speech, emphasizing the need to adhere to the general principle of seeking progress while maintaining stability, promote the continuous development of the economy towards new, better, and good directions, implement an active fiscal policy and a moderately loose monetary policy, enhance development momentum, and ensure and improve people's livelihoods.

According to Business Insider, Alexandr Wang, founder of Scale AI and current head of Meta's Superintelligence Lab, stated at a Y Combinator event that AI has significantly narrowed the power gap between startups and giants. He recalled that when he founded Scale AI in 2016, "startups faced giants like David against Goliath, needing to find market entry points more intelligently"; however, with the development of AI agent technology, "it now feels more like Goliath against Goliath," and as long as startups apply AI agents in "the most ambitious way," it is not difficult to defeat large companies that already have an advantage.Scale AI, founded by Wang, is one of the earliest data annotation companies, employing thousands of contractors worldwide to train models for large AI labs. Last June, Meta reached a $14.3 billion deal with Scale AI, and Wang subsequently joined Meta. OpenAI CEO Sam Altman also stated at the same event that "there has never been a better time to start a business."

Rob Nichols, the President of the American Bankers Association, stated in an interview that the banking industry's lobbying group hopes for the passage of the CLARITY Act, but issues surrounding stablecoins still need to be resolved.The bill is about 600 pages long, and the banking industry only suggests making minor and precise modifications to two sections to prevent stablecoins from replacing bank deposits. They are referred to as payment stablecoins for a reason, not deposit stablecoins. However, he does believe that the cryptocurrency industry and the banking industry can coexist.

According to Decrypt, SEC Chairman Paul Atkins stated that if Congress fails to pass the Clear Act, the SEC is "ready at any time" to establish its own cryptocurrency market rules. Atkins emphasized that legislation is the only way to prevent the regulatory framework from changing with each new administration and expressed optimism about the bill's eventual passage.Currently, the Clear Act passed the House of Representatives last July with a vote of 294-134 and was approved by the Senate Banking Committee this May with a vote of 15-9, but it has not yet been voted on by the full Senate (which requires 60 votes to pass). Senate Majority Leader Chuck Schumer recently hinted that the bill may not be completed before the August recess. If passed, the bill would transfer the regulatory authority over the spot market for most tokens to the CFTC, removing it from SEC jurisdiction. The SEC has already made preparations, and the "Project Crypto" regulatory framework promoted by Atkins has been included in the 2026 agenda, covering aspects such as token registration exemptions, safe harbors, and broker custody, and is seen as a transitional plan for the Clear Act.

According to data from The Block, the graduation rate of the Pump.fun token reached 6.7% last Friday, about 8 times the average level of June. The average for the previous four days was also 4.7%, significantly higher than the 2.5% of the previous week. The increase in the graduation rate is directly related to the newly launched BOOST default launch mechanism of Pump.fun.BOOST targets what Pump.fun refers to as dead liquidity—previously, about 20% of the migration liquidity was permanently locked in the PumpSwap pool during token graduation migration. Now, this portion of funds will automatically execute a series of market buy orders within five minutes after migration, and all purchased tokens will be destroyed. BOOST takes effect only after the token is bound and does not mechanically increase the graduation rate; instead, it incentivizes traders to more actively push the token to reach the graduation threshold by ensuring immediate buying pressure and supply destruction after migration.Meanwhile, the PUMP token has risen over 10% year-to-date, with an increase of nearly 60% in the past month, outperforming Bitcoin's approximately 25% decline this year. Its current market capitalization is about $850 million, with a fully diluted valuation of over $1.8 billion.

Castle Labs released a report stating that since the beginning of the year, crypto protocols have generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the fundamentals of the protocols. The report analyzes six protocols, including Aave, Hyperliquid, PumpFun, and Uniswap, finding that they collectively generated about $726 million in revenue in the first half of 2026. However, after accounting for token issuance, unlocks, and incentives, the net value inflow for token holders turned negative for some projects.The report points out that Hyperliquid has burned over 47 million HYPE tokens, and PUMP has completed over $315 million in buybacks, yet the token is still down about 60% from its issuance price. Protocol revenue does not necessarily translate into token value, and investors should also pay attention to factors such as value return mechanisms, token unlock pressure, and equity structure.

According to on-chain analyst Yu Jin's monitoring, the Hyperliquid development team HyperLabs address (0x43e...251) initiated the unstaking of 433,000 HYPE, worth $23.45 million, 8 hours ago.This HYPE will complete the unstaking after a 7-day pending period.

According to Jinshi reports, Microsoft CEO Satya Nadella emphasized that customers must have the ability to switch freely between different AI models, both closed-source and open-source. He stated during a conference call that the number of Microsoft customers using multiple models has quadrupled since the beginning of this year. Nadella pointed out that the system framework should be separate from the models, allowing for the replacement of models at any given time and the use of cutting-edge models.Microsoft has investments in both OpenAI and Anthropic, and has co-signed an open letter supporting open models with companies like NVIDIA and Palantir.

According to Jinshi reports, CME's "Fed Watch" shows that the probability of the Federal Reserve maintaining interest rates unchanged until September is 36.8%, the probability of a cumulative rate hike of 25 basis points is 63.2%, and the probability of a cumulative rate hike of 50 basis points is 0% (before the Federal Reserve's decision, these were 17.8%, 60.2%, and 22% respectively).By October, the probability of maintaining interest rates unchanged is 26.2%, the probability of a cumulative rate hike of 25 basis points is 55.6%, the probability of a cumulative rate hike of 50 basis points is 18.2%, and the probability of a cumulative rate hike of 75 basis points is 0% (before the Federal Reserve's decision, these were 11.9%, 46.1%, 34.7%, and 7.3% respectively).

According to Jinshi reports, Meta Platforms CFO stated that the overall computing power in the industry will remain tight in the foreseeable future.

According to Jinshi reports, Meta Platforms' Reality Labs revenue for the second quarter was $431 million, exceeding market expectations of $428.7 million; the operating loss was $4.62 billion, also higher than the market expectation of $4.45 billion.

According to monitoring by Catcher Predict, in the market prediction event "Arizona Diamondbacks vs. Pittsburgh Pirates" on Polymarket, the "Yes" option's win probability in the sub-market "Overtime" has experienced significant fluctuations, soaring from 9.5% an hour ago to the current 50% (a fluctuation of 40.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the Polymarket event "Baltimore Orioles vs. Detroit Tigers," the sub-market "Spread -1.5" option for "Detroit Tigers" has experienced significant fluctuations in winning probability, soaring from 44.5% an hour ago to the current 95.05% (a fluctuation of 50.55%). Please note the impact of relevant breaking news.