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The founder and trader of the NFT project DeGods, Frank, posted on X that although Anthropic's latest S-1 shows strong revenue growth, it cannot be concluded that the resistance to AI investment has disappeared. He stated that the second quarter of 2026 will be a peak for companies to purchase and consume AI Tokens in large quantities, and the market will only begin to pay attention to AI spending management by July; the rise in model homogeneity and the narrowing of output differences may intensify competition and compress profit margins, a trend that has not yet fully manifested in the second quarter.Frank also mentioned that there is still a lack of clear evidence proving that AI can create more profits for most companies, and Anthropic's large enterprise clients are also under pressure to improve their profit margins, which may lead to cuts in spending related to Claude in the future. Large tech companies and AI labs have signed capital expenditure commitments extending to 2034, and related expectations may have already been factored into stock prices; if companies improve the efficiency of existing chips to reduce costs or issue more shares to raise additional capital expenditure, it could put pressure on the valuations of related stocks. He expressed a long-term optimistic view on AI and may participate significantly in the Anthropic IPO, but believes that the ultimate winners in the industry have yet to be determined, and real investment opportunities may only emerge after the current market cycle ends.

Binance will launch bStocks tokenized securities trading pairs: BBB/USDT, MDBB/USDT, PENGB/USDT, and UVXYB/USDT on October 14 at 20:00, and will enable spot algorithm trading bots and smart position trading bot services.Within one hour of the bStocks launch, users can exchange for BTC, USDT, or other tokens without any fees, and the zero maker fee promotion will last until November 1 at 07:59.

According to monitoring by Catcher Predict, in the market prediction event on Polymarket for "Dota 2: Team Synapse vs LEGION - PARI Universe Playoff Qualifiers," the "Any Player Ultra Kill" sub-market's "Yes" option win rate has experienced significant fluctuations, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of related breaking news.

@frankdegods is the founder of DeGods, who sold over 1 million dollars worth of altcoins on-chain in the past half hour, including 1 million dollars worth of BP, 250,000 dollars worth of EDEL, and 70,000 dollars worth of GP.

According to Catcher Predict monitoring, in the market prediction event "Dota 2 Team Synapse vs Yellow Submarine" on Polymarket, the "Yes" option for the sub-market "Any Player Goes Godlike" has experienced a sharp fluctuation in winning probability, soaring from 50% an hour ago to the current 91% (a fluctuation of 41%). Please note the impact of related breaking news.

The U.S. Attorney's Office for the Central District of California stated that a 26-year-old man, Adam Iza, who calls himself the "Godfather," has been sentenced to 78 months in prison and must pay $23.4 million in restitution. He pleaded guilty in January 2025 to charges of conspiracy to violate rights, wire fraud, and tax evasion, and has been in custody since September 2024. This sentence will run concurrently with the 15-year sentence he received last month for an attempted Bitcoin robbery, which will not increase his actual time served.From August 2021 to April 2022, Iza hired off-duty Los Angeles County police officers as private security and admitted to conspiring with them to obtain law enforcement confidential records and personal data of individuals he had disputes with, obtaining court-authorized search warrants to track these individuals, and having the officers intimidate and threaten them. The Department of Justice stated that five former officers have been convicted for working for him, including 42-year-old Eric Chase Saavedra, who set up a security company providing these officers, and was sentenced to 21 months; 45-year-old Michael David Coberg, who assisted in extorting rivals and arranged false drug arrests, is serving a 63-month sentence. The prosecution wrote in the sentencing memorandum that wealthy individuals cannot buy "search warrants, arrests, badges, or guns" for private disputes.In another fraud case, since December 2020, Iza gained access to a Meta Business Manager account and its associated credit line, reselling it to advertising companies, with Meta clients being charged for ads they never purchased. After discovering this, Meta refunded the clients and absorbed the losses.

According to Gate market data, database company MongoDB announced that its President and CEO Chirantan "CJ" Desai has resigned, effective immediately, to take an executive position at Meta Platforms. As a result of this news, MongoDB's stock plummeted 15% in pre-market trading.

According to Lookonchain monitoring, DeGods founder Frank (@frankdegods) spent $1,491 to buy 11 million MEME, which is currently valued at over $1.2 million, achieving a return of 810 times.

Websea officially announces the launch of a new community representative group------Websea Star Goddess Group. The first batch of members consists of five highly representative community forces: Websea "Wave Goddess," "Star Sea Goddess," "Guardian Goddess," "Escort Goddess," and "Trust Goddess."As the core business card of the brand image and a bridge connecting global users, the Websea Goddess Group will break the boundaries between the platform and users, injecting strong vitality into global communities around core dimensions such as deep interaction, content co-creation, ecological promotion, and community building.In the future, the Websea Star Goddess Group will deeply participate in Websea Global Summit, online and offline community activities, and ecological cooperation, growing together with global users and jointly creating a next-generation Web3 trading ecosystem that is warmer, more immersive, and more inclusive.

OKX will delist the GODS/USDⓈ, PRCL/USDⓈ, PRCL/EUR, DUCK/USDⓈ spot trading pairs from 16:00 to 18:00 on August 14, 2026, and will delist the GODS/USDT, PRCL/USDT, DUCK/USDT spot trading pairs from 16:00 to 18:00 on August 17.Recharge for the related currencies will be suspended at 16:00 on August 7, and withdrawals will be suspended at 16:00 on November 7.

According to monitoring by Catcher Predict, in the event "Dota 2: 1win vs BetBoom Team Essence Playoffs" on the prediction market Polymarket, the "Yes" option for the sub-market "Any Player Gets Godlike" has experienced a sharp fluctuation in win rate, dropping from 59% an hour ago to the current 40% (a fluctuation of 19%). Please note the impact of related breaking news.

According to Wall St Engine, "AI stock god" Leopold Aschenbrenner's Situational Awareness fund faced liquidity pressure during the market crash in July, with behind-the-scenes details revealed.The report states that after the market rapidly cooled in mid-July, the decline in stocks held by Situational Awareness triggered margin monitoring by banks such as Goldman Sachs and Morgan Stanley, leading to margin calls.Insiders said that other hedge funds began shorting related stocks after learning about its positions, creating a cycle of "price drop → margin call → forced selling → further price decline."In late July, while Leopold was hosting a wedding in Carmel, he continued negotiations with his team to maintain fund operations. On the evening of July 29, he reached a preliminary agreement with a consortium led by Greenoaks and Sequoia Capital to sell approximately $3.5 billion in Anthropic equity.However, in the early hours of July 30, before the U.S. stock market opened, Leopold changed his decision, opting to retain the private equity portfolio and instead sell publicly traded stocks. Subsequently, Citadel and Millennium entered negotiations with the fund team, and Citadel ultimately acquired most of the fund's public stock investment portfolio at a discount of more than 10% below market value before Thursday's opening.This transaction helped Situational Awareness meet margin requirements and avoid formal default. After the deal was completed, related AI and semiconductor stocks rebounded on Thursday, benefiting Citadel.As of around July 31, Situational Awareness disclosed to investors that the fund had a net loss of about 67% in July, but was still up about 80% for the year. Leopold stated that he "takes full responsibility" for the incident, and the fund has removed bank leverage, planning to continue operations and invest in the public market while adjusting its portfolio management and risk control systems.

According to monitoring by Catcher Predict, in the Polymarket event "Dota 2: Aurora vs PlayTime," the "Yes" option for the sub-market "Any Player Goes Godlike" has experienced a dramatic fluctuation in win rate, soaring from 49.5% an hour ago to the current 90% (a fluctuation of 40.5%). Please note the impact of related breaking news.

Sivers Semiconductors (SIVE) has completed a round of financing amounting to 700 million Swedish Krona, which was oversubscribed several times, leading to a slight increase in the scale from the original plan. The funds from this round of financing will primarily be used to expand the production capacity of InP (indium phosphide) lasers and optical amplifiers, promoting the company's adoption of a fab-light model for capacity ramp-up.The analysis by the white-haired stock god indicates that this financing suggests SIVE may have reached a critical turning point for scaling development. The financing price was set at 57 Swedish Krona per share, while the current stock price is about 63 Swedish Krona, close to the market price, which helps to form price support. With the entry of institutional funds, not only has the risk on SIVE's balance sheet been reduced, but it has also provided financial support for its transition to the high-volume manufacturing (HVM) stage.

The white-haired stock god stated that NVIDIA and Google are advancing the early application of 800V direct current (DC) power architecture, with related small batch shipments expected to start in the third quarter of 2026. It is reported that this technology will first be applied to NVIDIA's Vera Rubin platform and Google's next-generation AI data centers.Due to the acceleration of this process, the power semiconductor and data center infrastructure sectors are expected to receive significant boosts. Currently, the supply chain companies regarded as core beneficiaries include Delta Electronics (2308), Vertiv (VRT), Songchuan Precision (7788), as well as Schneider Electric, Eaton, and Siemens.