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According to CNBC, Situational Awareness, an AI-themed hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, sold its entire publicly traded stock portfolio in a single transaction to another hedge fund before the market opened on Thursday, with the buyer undisclosed. The fund also sold a significant stake in Anthropic. The fund manages approximately $20 billion to $24 billion, and as of the end of June, it had a net return of 439%, making it one of the best-performing hedge funds this year.According to insiders, this liquidation was due to significant losses in recent weeks. The fund had long positions in AI infrastructure and semiconductor stocks such as SK Hynix, Nvidia, Micron, and CoreWeave, most of which fell over 35% this month, while its short positions in software stocks like Adobe also experienced significant reverse volatility. According to its 13F filing submitted on March 31, about 62% of its $13.68 billion holdings were bearish options betting on declines in semiconductor and tech stocks. It is reported that major brokers such as Bank of America, Goldman Sachs, and JPMorgan are assisting the fund in meeting margin calls or orderly reducing positions, and Aschenbrenner has sought new capital from existing investors and lenders.

According to Coindesk, JPMorgan Chase (JPM) stated that the decreased probability of the "Clarity Act" passing in the U.S. Senate this year poses a blow to the crypto market, and warned that further delays could undermine one of the industry's most important regulatory catalysts. JPMorgan noted that, due to the Senate prioritizing other bills before the summer recess, the market currently predicts that the probability of this bill passing before the end of the year is only 37%. Negotiations regarding ethical clauses, enforcement, DeFi, stablecoin yields, and anti-money laundering rules remain stalled.

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.

According to Jinshi reports, local power plant officials stated that a drone from the Ukrainian armed forces attempted to attack the critical infrastructure of the Zaporizhzhia Nuclear Power Plant.

According to monitoring by Catcher Predict, in the predicted market event on Polymarket "LoL: DN SOOPers vs BNK FEARX - LCK Third to Fourth Round Promotion Group," the "Yes" option win rate for the sub-market "Both teams kill a dragon" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

Tencent's official X account stated that its research agent Hyra collaborated with the Hy3 model to explicitly prove an issue that has troubled the mathematical community for over 50 years: the optimal growth rate exponent of the size of the sum set |A+A| and the size of the difference set |A-A| for a finite integer set A is exactly 2. The theorem from 1969 provided an upper bound of 2, but for the following 50 years, the best constructed exponent was only slightly above 1.1.This achievement demonstrates the potential of AI agents in the field of pure mathematical reasoning. Tencent stated that Hyra is an AI research agent developed in-house, specifically designed to assist in the exploration of complex mathematical and scientific problems. This conclusion still requires confirmation through peer review by the mathematical community.

Bitget launches GRVT flexible wealth management, with the event running from July 30 at 17:00 to October 28 at 17:00 (UTC+8). During the event, users can go to the "Easy Coin Earning" section to subscribe to the corresponding products, enjoying up to 20% APR, with a subscription limit of 500,000 GRVT per person.

According to Jinshi reports, as the conflicts in Iran and Ukraine continue to deplete U.S. military weapon stockpiles, the U.S. Department of Defense has committed to paying nearly $100 billion to arms contractors in hopes of accelerating the production of "Patriot" and "THAAD" interceptors. In addition, the Pentagon has ordered 14 nuclear submarines, with a total contract amount of $76.6 billion.On July 29 local time, it was reported that there were changes in the Pentagon's transactions with arms contractors regarding "Patriot" interceptors, with the contract changing from a $4.7 billion one-year contract signed in April this year to a draft agreement totaling $58.6 billion over seven years, while a preliminary agreement for a $35 billion order of "THAAD" interceptors over seven years was also finalized.

According to monitoring by Lookonchain, a certain whale deposited 625 BTC, worth $39.96 million, into FalconX after being silent for more than a year, possibly preparing to sell.It has held BTC for over a year and has incurred losses of more than $20 million.

The founder of TRON, Justin Sun, delivered a video keynote speech at Malaysia Blockchain Week 2026. He stated that DeFi, TradFi, and AI are accelerating their integration through the same assets, payment channels, and user groups. The future of finance will be a connected system operated collaboratively by institutions, open blockchain networks, and AI, and the infrastructure capabilities of TRON will become an important cornerstone supporting this transformation.Justin Sun pointed out that the scale and efficiency of TRON make it naturally suitable for AI agent payment scenarios. The B.AI and Bank of AI within the ecosystem have already endowed AI agents with independent identities and autonomous trading capabilities, with the number of B.AI users exceeding 2 million. He also responded to industry compliance concerns by highlighting the achievement of T3 FCU freezing approximately $450 million in illegal assets, stating that TRON's goal is to build a bridge between humanity and AI, local markets and global liquidity, providing open infrastructure for the next generation of value flow and inclusive finance.Malaysia Blockchain Week 2026 was held from July 29 to 30 at the Kuala Lumpur World Trade Center and is one of the most anticipated Web3 events in Southeast Asia. This event brought together global policymakers, industry leaders, developers, and investors to discuss the future evolution of blockchain, digital assets, and emerging technologies.

According to Aave founder Stani Kulechov, after completing a comprehensive review, Aave will gradually phase out 50 low adoption rate asset reserves across multiple deployment environments and orderly stop deployments on Sonic, Scroll, zkSync, Metis, Soneium, and Aptos, involving an additional 25 asset reserves.In addition, 21 expired Pendle PT assets will also be eliminated and replaced by new expiring assets. This adjustment involves approximately $98.1 million in supply assets and $15.6 million in debt. Stani stated that this move aims to reduce the economic and technical risks of the protocol based on the new Aave risk framework and technical asset listing framework, and Aave will continue to assess the risks of assets in each deployment environment.

According to the Financial Times, Situational Awareness, an AI-themed hedge fund founded by 25-year-old former OpenAI researcher Leopold Aschenbrenner, is seeking new funding following significant losses due to a sharp correction in AI-related stocks.In recent communications, Aschenbrenner acknowledged the increased market volatility, describing it as a new investment opportunity and encouraging investors to inject new capital. The fund's heavy investments in AI data centers, power, storage, and GPU cloud-related assets have seen significant declines during this round of AI capital expenditure deal pullback.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 27, down 1 point from yesterday. The average over the past 7 days is 27, and the average over the past 30 days is 24.

According to Jinshi reports, explosions were heard at the Muwaffaq Salti Air Base in Jordan (one of the main U.S. military bases in the Middle East).

The PPP prediction market tool monitoring shows that in the Polymarket prediction event "Will BTC fall to $45,000 within 26 years," a new account (0x42d150e0171590b28332a61b3f4cfca0a34cdab6) purchased $90,000 worth of BTC not falling to $45,000 within 26 years, with an opening price of 73¢.This event will be settled between November 24, 2025, 14:00 and December 31, 2026, 23:59 (Eastern Time), based on the lowest price of the 1-minute K-line for the Binance BTC/USDT trading pair. If during the specified time frame, the final Low price of any 1-minute K-line for Binance BTC/USDT is less than or equal to the price specified in the title, the event will be immediately settled as "Yes"; otherwise, it will be settled as "No." The settlement data only refers to the 1-minute K-line Low price on the Binance BTC/USDT trading pair page, and prices from other exchanges, other trading pairs, or spot market prices are not included.

According to Jinshi reports, local officials stated that explosions were heard in Lviv, western Ukraine.

According to the Q2 2026 report released by the Safe Ecosystem Foundation on Wednesday, Safe smart accounts processed nearly 130 million transactions in the second quarter, setting a quarterly historical record with a 5.7% quarter-over-quarter growth. The total number of accounts reached 63.4 million, a year-on-year increase of 20%, and the monthly active accounts in June rose to 2.73 million. The transaction volume in April alone reached 55.4 million, the highest in history. The quarterly transfer amount reached $39.3 billion, a year-on-year increase of 8%, and the self-custodied assets at the end of the quarter amounted to $27.24 billion (including $6.48 billion in stablecoins), with project revenue of $1.98 million, a year-on-year increase of 42%.Co-founder Lukas Schor stated that Safe is evolving from a mere asset holding tool to a broader range of use cases, with usage continuing to grow at a compound rate in a weak market. The Safenet Beta, launched on April 2, attracted 54.8 million SAFE staked (with 539 stakers) in its first quarter and has checked over 500,000 transactions, operated by six validators including Greenfield and Gnosis. Additionally, after the KelpDAO attack incident, Aave-led DeFi United coordinated approximately $300 million through Safe smart accounts to help restore rsETH support, with over 142,000 wallets participating. The SAFE token rose 4.2% in the past 24 hours.

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.