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The "China Business Journal" issued a statement saying: "Recently, our company discovered that illegal individuals are impersonating 'China Business Journal' and sending emails to some companies through non-official company email accounts, falsely claiming to have obtained significant negative information about the companies through so-called 'undercover investigations,' and threatening that if financial compensation (in Bitcoin) is not paid, the related 'undercover articles' will be published."The "China Business Journal" stated that all its news reports strictly comply with national laws and regulations, and interviews and communications are conducted through official channels. Such behavior is suspected of fraud and has been closely monitored, with evidence collected, and all rights to pursue legal responsibility are reserved. The statement reminds relevant companies to remain vigilant; if they receive such impersonated emails, they should not pay any financial compensation, and should immediately preserve all evidence and report to the local public security authorities.

According to Jinshi reports, Samsung Electronics' semiconductor division reported that its profits have increased by more than 250 times due to the reliance of artificial intelligence on memory. The division's operating profit for the second quarter was 89.2 trillion won (approximately 62 billion USD), exceeding analysts' average expectation of 79.3 trillion won.The group's overall net profit was 71.3 trillion won, also surpassing market expectations.

According to Fortune, the prediction market platform Polymarket has established the Polymarket Institute, a new organization dedicated to researching prediction market information discovery and forecasting mechanisms, fully funded by Polymarket but without disclosing the specific amount.The institute will set up a "Scientific Scholarship" program to fund doctoral researchers conducting research in related fields, initially recruiting 12 researchers, each of whom will receive a one-time grant of $10,000. To ensure research independence, researchers are prohibited from trading on platforms like Polymarket during their tenure and retain the unconditional right to publish any research findings (even if unfavorable to Polymarket). The funding will adopt a university donation model rather than commissioned research to avoid Polymarket having editorial influence over the results.Polymarket's Chief Data Officer Kai Brusch will serve as the Managing Director of the institute, and Carnegie Mellon University Assistant Professor of Economics and Technology Brian Jabarian will serve as the Scientific Director. To avoid conflicts of interest, Jabarian will not receive personal compensation for this role.

According to Jinshi reports, ING analyst Francesco Pesole pointed out in a report that the resumption of military strikes in the Middle East conflict reminds investors to remain cautious regarding the euro to US dollar exchange rate. He stated that for the euro to ensure a sustained rise above 1.15 dollars, the market needs to lower expectations for US interest rate hikes through data or communication from the Federal Reserve, while risk sentiment also needs to stabilize.If the market's general optimistic expectation that the conflict situation will ease is correct, then the euro to US dollar exchange rate has likely already bottomed out.

According to Jinshi reports, the China-Korea semiconductor ETF Huatai-PB (513310) saw a record high trading volume today, with a total transaction amount reaching 25.98 billion yuan, setting a new record and increasing by 121.1% compared to the previous trading day. The top two holdings of this ETF are Samsung Electronics and SK Hynix.

On July 29, according to WEEX TradFi market data, funds continue to gather in the technology and consumer sectors. Among them, the semiconductor and software sectors performed actively, with SOXS rising over 13.02% in 24 hours, FIGMA rising 6.21%, ADBE rising 5.40%, and CRM rising 4.46%; in the large consumer sector, KO rose 6.08% and PEP rose 3.74%; in the financial payment sector, PYPL rose 4.07% and MA rose 3.71%. WEEX Labs believes that after a significant pullback in the Philadelphia Semiconductor Index on the previous trading day, a recovery has occurred, combined with the Federal Reserve's interest rate decision and the concentrated release of large tech company earnings reports, funds have begun to reposition around performance expectations and event-driven strategies. Currently, WEEX's "TradFi Trading Carnival Season" is underway.

Gemini co-founder Cameron Winklevoss posted on the X platform last night that AI trading has ended, and a large amount of capital is seeking a safe haven. It is time to rotate back to "the hardest currencies in the universe"------Bitcoin and Zcash.On Tuesday, the South Korean KOSPI index plummeted by 10.84%, Samsung Electronics fell by 13.4%, SK Hynix dropped by 14.7%, and Japan's Nikkei 225 fell by about 4%.

According to Gate market data, the US Philadelphia Semiconductor Index fell more than 5% during the day, reaching a new low in two months.Micron Technology fell nearly 9%, while SanDisk and Western Digital both fell more than 12%. NVIDIA fell more than 1%, AMD fell more than 8%, Intel fell more than 6%, and Broadcom fell 2.8%.

Visa and the on-chain data analysis platform Artemis previously jointly released the report "Agentic Payments from the Ground Up," which quantifies the trends of AI agent payments based on real-time on-chain data. The report points out that intelligent commerce should be divided into macro transactions (AI agents completing bookings, subscriptions, etc., adapting to existing card systems) and micro payments (high-frequency small payments between machines, with individual transactions far below $1, which traditional payment structures struggle to support).The report focuses on two "machine-native payment" protocols: x402 (developed by Coinbase, Cloudflare, etc., launching in May 2025) with an adjusted transaction volume of approximately $15 million and 109.6 million transactions as of April 21, 2026, with 422,000 buyers and about 5,300 sellers, primarily concentrated on Base, Solana, and Polygon, settled in USDC; MPP (developed by Stripe and Tempo, with Visa's participation, launching in mid-March 2026) had a transaction volume of approximately $25,000 and 115,000 transactions within 33 days of launch, supporting both on-chain crypto payments and fiat settlements.The report believes that the leap in AI capabilities (with the release of Claude 4.5 and GPT Codex 5.2 in mid-2025) has created a demand for programmatic payments, combined with the decreasing costs of blockchain settlements, making micro payments in the range of 1 cent to 1 dollar economically viable for the first time. Currently, the boundaries between crypto-native protocols and card payment camps are gradually blurring, but agent payments still face trust challenges such as erroneous purchases, adversarial attacks, and liability attribution.

Citrini analyst Jukan posted on social media that the news of China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations. He pointed out that The Information's related report only cited a professor from a transportation university in China speaking at an internal meeting in June and did not disclose more substantial information. Jukan believes that the sell-off reaction seen in semiconductor equipment stocks like ASML is an overreaction to this news.According to previous reports, The Information cited sources saying that a state-owned enterprise supported by Chinese state capital has begun mass production of domestically developed DUV (Deep Ultraviolet) lithography manufacturing equipment, marking a key progress in the localization of China's semiconductor industry.Insiders stated that the enterprise plans to produce about 5 domestically made DUV lithography machines by 2026 and expand to about 20 machines by 2027. Although there is still a gap compared to the 131 immersion DUV lithography systems delivered by Dutch lithography giant ASML last year, the entry of domestic equipment into mass production is seen by the market as an important breakthrough in the localization of China's chip supply chain.

According to monitoring by Catcher Predict, in the market prediction on Polymarket for the event "Dota 2: Team Syntax vs. Nemiga Gaming - EPL Masters Group A," the "Yes" option in the sub-market "Ends During the Day" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of relevant breaking news.

According to Gate market data, U.S. chip stocks have declined, with the Philadelphia Semiconductor Index currently down about 5%. Among them, AMD fell over 8%, NVIDIA dropped over 7%, and Intel decreased nearly 4%.

Recently, global growth sectors have remained active in trading, with the semiconductor, quantum computing, and technology-themed ETF sectors performing well. Market funds continue to focus on high-growth assets. According to data from the Gate platform, AXTIG/USDT (AXT Semiconductor) is currently priced at $49.04, up 4.38% in 24 hours; QNTG/USDT (Quantinuum) is currently priced at $55.55, up 3.46% in 24 hours; SNXXG/USDT (SanDisk 2x Long ETF) is currently priced at $15.169, up 3.13% in 24 hours.Gate gStocks adopts a 1:1 fully-backed native stock reserve mechanism, where each tokenized security corresponds to an equal number of native stocks as underlying asset support, and supports 24/7 trading, unified account management, and a minimum investment of 1 USDT with fractional share trading.Users can participate more flexibly in global popular stock investments, achieving a one-stop allocation of digital assets and traditional securities. As the ecosystem of tokenized securities continues to enrich, Gate gStocks will continue to expand more quality stocks and ETF targets, providing users with a more diverse choice of global asset allocation.

KB Financial Group announced the establishment of the "KB National Growth Unicorn Scale-up Fund," with a scale of 150 billion Korean won (approximately 108 million USD), fully funded by the group's subsidiaries' own capital, and managed by the KB Securities PE Growth Investment Division. The fund will focus on investing in companies in fields such as AI, semiconductors, secondary batteries, aerospace, mobile transportation, robotics, and biotechnology, aiming to cultivate unicorn companies in cutting-edge strategic industries.This decision was finalized at the "4th Productive Financial Consultation Meeting" held on July 24. KB Financial also formulated a financial support plan in line with the government's "three major super projects," covering support for semiconductors, power infrastructure investment, and physical AI companies and AI data centers. KB Financial plans to focus on discovering local innovative small and medium-sized enterprises through the CIB center and promote a shift in corporate evaluation culture from traditional financial statements and historical performance orientation to a evaluation system based on technological strength and future growth potential.

The South Korean blockchain gaming platform WEMIX has updated the situation regarding abnormal transactions and response measures. The investigation results show that the contract ownership related to WEMIX was compromised, and the attacker unauthorizedly issued approximately 5,225,525 WEMIX, which was subsequently exchanged for about 30,736 WEMIX and 724,198.27 USDC.e.The stolen USDC.e was transferred to Ethereum and BSC via a bridge, exchanged for assets such as ETH and USDT, and partially deposited into centralized exchanges. The attacker's wallet and fund flow have been tracked, and applications for freezing are being made to exchanges and stablecoin issuers. The exact cause is still under investigation, and the team is conducting a comprehensive review with external experts while examining related and similar contracts. Market data shows that the price of WEMIX tokens has dropped by 16.65% in the last 24 hours.

According to on-chain detective Specter monitoring, Wemix Network may have experienced a vulnerability exploitation event exceeding $700,000, with the related address being 0xC921...7EA2.

According to News.bitcoin, data released by the Central Bank of El Salvador shows that in the first half of 2026, only 35.4 million dollars in external remittances were channeled into the country through digital currency. This figure accounts for only 0.7% of the total remittances to the country in 2026 (over 5 billion dollars). Nevertheless, the amount of cryptocurrency remittances is still significantly higher than the level in the first half of 2025, when the cryptocurrency remittance amount was 25.4 million dollars, an increase of 39.1%.

NVIDIA CEO Jensen Huang stated in a Bloomberg podcast interview that South Korea is in a "golden era," and its semiconductor and industrial capabilities can help build AI infrastructure globally. NVIDIA has reached multiple collaborations with SK Group, and the scale of their future business exchanges in areas such as storage procurement, AI supercomputers, and data center construction will exceed $500 billion. NVIDIA will purchase a large number of storage chips from SK Hynix for several consecutive years and will work together to advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products.Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to a maximum of 2 gigawatts soon, and NVIDIA will sell supercomputers to it. The cooperation between the two parties includes both NVIDIA's procurement of storage and SK Group's procurement of AI infrastructure.Jensen Huang believes that as AI entities and robots begin to use computers on a large scale, chip demand will no longer be driven solely by human users. In the next approximately 10 years, the global semiconductor industry scale may need to expand to 10 times its current size. Currently, resources such as HBM storage, land, electricity, and data center construction are all under tight conditions; the industry may be capable of doubling its capacity each year, but faster expansion will be very difficult. The entire industry may be able to double its supply scale each year, but land, electricity, and factory space cannot expand as quickly as consumer electronics, so the construction of AI infrastructure may continue to progress at a limited pace over the next 10 years.Regarding the AI competition between China and the United States, Jensen Huang stated that both countries have excellent AI researchers. Although resources, conditions, and restrictions differ, both will continue to drive advancements in AI technology. The number of AI researchers trained in China each year may exceed the total in other regions of the world, and the United States still needs to continue learning, collaborating, and maintaining competition.

AI infrastructure chiplet platform company TYLsemi announced the completion of a $43 million early financing round, led by Matter Venture Partners, with participation from Viola Ventures, GHOVC, Egis Technology, and others. The company launched a standardized chiplet portfolio covering IO interconnect, power management, and memory, and offers chiplet-based custom XPU design and packaging, as well as integrated supply chain services, claiming to reduce the time and cost of custom AI chips from architecture to mass production by up to 50%.The first batch includes TYL.IO for high-bandwidth interconnects such as PCIe, ESUN, and UALink, the TYL.Power integrated voltage regulation chiplet aimed at XPU, and the planned memory connection product TYL.Mem, providing custom AI silicon solutions for leading customers through the TYL.Forge full-stack platform.