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The Binance research report shows that in the first half of 2026, the on-chain market contracted overall rather than experiencing capital rotation. The total locked value in DeFi across the entire chain decreased by $43.4 billion, a decline of 38%; the total market capitalization of the six major mainstream Layer 1 public chains covered in the report decreased by $246.5 billion, a decline of 42%. The Ethereum spot ETF holdings dropped from over 6 million ETH to 5.2 million, while the holdings of digital asset reserve companies increased from 6 million to 7.7 million, indicating a change in marginal holding structure.The report also pointed out that after the increase in Ethereum's Gas limit, the average Gas price decreased by 75% compared to 2025, and the number of transactions grew by about 50%, but the annual on-chain revenue is still expected to decline by 53%. User activity on Layer 2 general networks significantly weakened, with user operations dropping by about 77% from January to June 2026. The Solana network's REV fell from $40 million in January to $14 million in June.On the other hand, BNB Chain performed outstandingly in the field of tokenized stocks and tokenized real-world assets, with the market share of on-chain tokenized RWA increasing from 9.8% to 13.5% in the first half of the year. The report also mentioned that prediction markets, DEX, lending, and tokenized RWA remain among the few major directions that maintain activity.

Today, Bitget CFD Chief Analyst Lewis Huang analyzes the latest Fed interest rate decision and market trends. He pointed out that although the Fed kept interest rates unchanged, the 3 dissenting votes supporting a rate hike indicate a strengthening of internal hawkish forces. Coupled with sticky inflation and geopolitical risks, market expectations for a 25 basis point rate hike in September have risen to 72%, pushing U.S. Treasury yields higher and further suppressing U.S. stock valuations.Combining technical analysis and practical operations, Lewis Huang stated that as rate hike expectations ferment, technology stocks and overall market valuations face significant pressure, with the Nasdaq and S&P 500 indices showing clear bearish signals; on the other hand, the U.S. dollar index is likely to remain strong under hawkish support, while oil shows resilience supported by geopolitical situations.He suggests that CFD traders should align with the macro theme of "tightening expectations" at this stage, closely monitor the upcoming Jackson Hole annual meeting guidance, and flexibly seize both long and short trading opportunities, such as shorting indices at high levels and going long on the dollar in forex.

According to Jinshi reports, Mastercard (MA.N) stock price rose by 3%, and its second-quarter profit exceeded market expectations.

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 Gate market data, U.S. stocks opened higher, with all three major indexes rising: the Dow Jones increased by 0.6%, the S&P 500 rose by 1%, and the Nasdaq climbed by 1.6%. Microsoft (MSFT.O) surged about 12%, with its cloud business growth in the fourth fiscal quarter far exceeding expectations.The storage sector saw significant gains, with SanDisk (SNDK.O) rising about 11% and SK Hynix (SKHY.O) increasing by about 7%.

According to Jinshi reports, White House National Economic Council Director Hassett stated that he does not believe the market is in a bubble due to advancements in artificial intelligence.

According to Jinshi reports, Yushu Technology (688836.SH) announced that the company will conduct its initial public offering and list on the Sci-Tech Innovation Board. This issuance will adopt a combination of strategic placement, offline issuance, and online issuance. The proposed public offering will issue 40.446434 million shares, accounting for 10% of the total share capital after issuance, with a total share capital of 404.46434 million shares after issuance.The preliminary inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a special voting rights mechanism arrangement, and the actual controller Wang Xingxing controls a total of 68.78% of the voting rights under the voting rights differential arrangement.

According to Coinglass data, on July 30 at 21:16, 200 million USDT was detected being transferred from an unknown wallet to Binance.

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.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: EDward Gaming vs Team WE - LPL Group Stage," the "Yes" option win rate in the sub-market "Both teams kill Baron" has experienced a sharp fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to Nadal News, the Japanese listed company Quantum Solutions announced the sale of 1,000 ETH for $1.9 million (approximately 311 million yen) from its subsidiary GPT Pals Studio Limited (GPT). The proceeds from this sale will be used for its artificial intelligence infrastructure (AIDC) business, which includes artificial intelligence data centers.Since the fall of 2025, Quantum Solutions has been actively increasing its ETH holdings. As of June 4, 2026, its ETH holdings have reached 6,668.8, making it the company with the largest ETH holdings among Japanese listed companies. The company began selling ETH in June. This is their second sale, with a total of 1,904 ETH sold, reducing their holdings by approximately 29% from the peak to 4,764.8 ETH.

According to Jinshi reports, the Iranian Revolutionary Guard attacked a U.S. base located in Kuwait on Thursday morning local time.

According to Coinglass data, on July 30 at 20:44, 500 million USDT was monitored being transferred from Binance to an unknown wallet.

According to Jinshi, the number of people continuing to claim unemployment benefits in the United States for the week ending July 18 was 1.782 million, lower than the market expectation of 1.798 million.The previous value was revised from 1.796 million to 1.789 million.

According to Jinshi, the core PCE price index in the United States for June was 0.1%, lower than the market expectation of 0.2%, and the previous value was 0.3%.

According to Jinshi reports, the actual personal consumption expenditure month-on-month rate in the United States for June was 0.4%, with the previous value revised from 0.3% to 0.4%.

According to Jinshi, the number of initial jobless claims in the United States for the week ending July 25 was recorded at 197,000, the lowest since the week of April 25, 2026.

According to Jinshi, the number of initial jobless claims in the U.S. last week, the month-on-month personal spending for June, the month-on-month and year-on-year core PCE price index, the preliminary quarter-on-quarter real personal consumption expenditure for the second quarter, the real GDP, and the preliminary quarter-on-quarter annualized core PCE price index will be announced in ten minutes.