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According to the Wall Street Journal, sources revealed that Ken Griffin's investment firm Citadel has acquired the majority of the stock portfolio of the AI hedge fund Situational Awareness.Previously, Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner, suffered significant losses due to AI-related trades and was forced to sell its stock assets to alleviate liquidity pressure. According to CNBC, the fund has liquidated all of its positions in publicly traded stocks.

According to Jinshi reports, Google's Deepmind has launched the Gemini Robotics ER 2 model.

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 monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: Hanwha Life Esports vs Dplus KIA - LCK Third to Fourth Round Legendary Group," the "Yes" option in the sub-market "Both sides kill Baron" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to on-chain analyst Ai Yi (@ai_9684xtpa), with the strong rebound in the storage sector, the whale that previously bet $31 million bullishly after the Hynix earnings report has reversed from an unrealized loss of $3.13 million to an unrealized gain of $2.01 million, with an entry price of $981.59, during which SKHX fell to a low of $897.43.

According to Yu Jin monitoring, after a significant rebound in the storage sector tonight, traders who had been continuously shorting Changxin Storage have once again increased their short positions. This trader established their position the day before Changxin Storage's initial public offering and has gone through multiple rounds of increasing their position. Currently, the value of the short position held in Changxin Storage is approximately 22.26 million USD, with an unrealized loss of about 4.06 million USD.

Uniswap announced the launch of the beta Launches tab in its web application, designed to aggregate and display token issuance projects based on the Uniswap infrastructure. This feature currently supports issuance projects on the Robinhood Chain and integrates token information from multiple issuance platforms, allowing users to filter and sort by issuance platform, 24-hour trading volume, liquidity, launch time, and popularity.The official statement indicated that by July 2026, over 340,000 new tokens had entered Uniswap through the Robinhood issuance platform, with a cumulative trading volume of $3.6 billion. This feature aims to enhance the exposure efficiency of new projects and simplify the process for users to discover and trade new tokens.

According to Jinshi reports, two regional officials stated that the Houthi armed forces previously launched attacks on Saudi Arabia from Iraqi territory in cooperation with Iraqi militias.

Terry Duffy, Chairman and CEO of CME Group, stated that the approval of perpetual futures contracts in the United States may expose traders to tax and regulatory uncertainties, as the related products may ultimately be classified as swaps rather than futures. Duffy noted that the long and short parties in perpetual contracts regularly exchange funding rates, a mechanism that aligns with the statutory definition of swaps under U.S. law.The Commodity Futures Trading Commission (CFTC) currently classifies them as futures, and CME is legally challenging this approval with the CFTC. Duffy pointed out that if perpetual contracts are treated as futures, some institutional traders may be subject to the mixed tax treatment under Section 1256 of the U.S. tax code; if classified as swaps, they may be taxed under ordinary tax rules. The Internal Revenue Service (IRS) has yet to issue specific guidance on the tax treatment of perpetual futures. Legal experts indicate that perpetual futures are structurally similar to swaps but economically function like futures, and the court's interpretation of the relevant definitions will be crucial. Even if litigation clarifies the product classification, the IRS may still need to issue separate guidance on tax treatment.

According to Jinshi, the Southern Theater Command of the People's Liberation Army of China has organized combat readiness patrols in the territorial waters and airspace around Huangyan Island.

According to Jinshi reports, the World Trade Organization has announced that Brazil has filed a dispute resolution lawsuit regarding the U.S. tariff increase issue.

According to Jinshi reports, Federal Reserve Chairman Waller stated that we will achieve price stability and emphasized that there is no soft inflation target.

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.

According to Jinshi reports, Goldman Sachs Asset Management has launched the artificial intelligence investment platform AlphaAI.

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 Gate market data, the Philadelphia Semiconductor Index is currently up over 6%, expected to achieve the largest single-day increase in more than a month.At the same time, the Nasdaq Composite Index's increase has expanded to 2%.

According to Gate market data, after the US stock market opened, Microsoft's gains expanded to over 15%, expected to create the largest single-day increase since March 2020.On Wednesday, after the US stock market closed, Microsoft announced its financial report for the fourth quarter of fiscal year 2026, with revenue of $90 billion, an 18% year-on-year increase. The growth rate of Azure and other cloud services rose from 40% in the previous quarter to 43%. CEO Satya Nadella stated that Azure's full-year revenue "exceeded $100 billion," growing by 41%, marking the first time this business has crossed the $100 billion threshold.

According to Jinshi reports, the Israel Defense Forces launched operations in multiple areas of the Gaza Strip early Wednesday morning, successfully dismantling four Hamas weapon storage facilities.

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 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%.