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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.

The Hong Kong Securities and Futures Commission (SFC) issued a restriction notice to Futu Securities International (Hong Kong) Limited, prohibiting it from handling or disposing of assets in customer accounts held by a certain entity, limited to HKD 125,247,000. This entity is suspected of participating in a fraudulent scheme aimed at creating a false or misleading appearance of demand for initial public offering shares. Futu is not the subject of the SFC's investigation, and this restriction notice will not affect Futu or its other clients.According to the notice, Futu must not dispose of or handle the relevant account assets in any way without the SFC's written consent, and must immediately notify the SFC if it receives any instructions related to the restricted assets. The SFC believes that issuing this restriction notice is in the interest of investors and the public. The investigation is still ongoing.

According to Jinshi reports, Israeli Chief of Staff Eyal Zamir stated that the Israeli military will not withdraw from the occupied areas in southern Lebanon before ensuring Israel's security. Zamir made the remarks during an inspection of the occupied areas in southern Lebanon, mentioning that the Israeli military has controlled certain areas and is working to eliminate terrorist infrastructure. If necessary, they will expand the scope of operations to include more areas. He emphasized that there will be no withdrawal from the controlled areas before ensuring long-term security.

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.

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 Decrypt, SEC Chairman Paul Atkins stated that if Congress fails to pass the Clear Act, the SEC is "ready at any time" to establish its own cryptocurrency market rules. Atkins emphasized that legislation is the only way to prevent the regulatory framework from changing with each new administration and expressed optimism about the bill's eventual passage.Currently, the Clear Act passed the House of Representatives last July with a vote of 294-134 and was approved by the Senate Banking Committee this May with a vote of 15-9, but it has not yet been voted on by the full Senate (which requires 60 votes to pass). Senate Majority Leader Chuck Schumer recently hinted that the bill may not be completed before the August recess. If passed, the bill would transfer the regulatory authority over the spot market for most tokens to the CFTC, removing it from SEC jurisdiction. The SEC has already made preparations, and the "Project Crypto" regulatory framework promoted by Atkins has been included in the 2026 agenda, covering aspects such as token registration exemptions, safe harbors, and broker custody, and is seen as a transitional plan for the Clear Act.

According to Jinshi reports, Federal Reserve Chairman Waller stated that the Federal Reserve has not set a soft inflation target.

According to Jinshi reports, foreign media analysis states that U.S. President Trump is continuously pressuring the new Federal Reserve Chairman Waller to cut interest rates as soon as possible, but Wall Street investors are increasingly betting on the opposite outcome.The market generally expects that the Federal Reserve will maintain interest rates at its meeting on Wednesday. Trump has previously stated that interest rates should be lowered, but even if the Federal Reserve ultimately chooses to raise rates, Trump's criticism may not necessarily be directed at Waller.

According to Jinshi News, JPMorgan Chase expects that the U.S. Treasury will avoid making adjustments that could imply an expansion of bond issuance when it announces its quarterly refinancing plan next week, in order to avoid disturbing the bond market before the midterm elections in November.JPMorgan Chase also anticipates a funding gap of $3.7 trillion over the next four fiscal years, and officials should adjust the long-term guidance on auction sizes to achieve the Treasury's goal of "prudent debt management."

According to Gate market data, the stock price of Musk's company fell by 11.5% in pre-market trading, mainly due to second-quarter sales not meeting market expectations.

Uniswap founder Hayden Adams posted on the X platform in response to the controversy over the v4 fee switch, clarifying that "the reduction of LP fees" is a misunderstanding; the protocol fees are additive rather than deductive, and LPs still earn 30 basis points per transaction.Regarding the claim that "the protocol takes 25% of LP profits," he stated that on a 30 basis point pool, the protocol fee is 5 basis points, accounting for about 14% of the total transaction fees, and LPs have not lost any of their earnings. Hayden Adams also pointed out that centralized exchanges charge 100 to 200 basis points per transaction, making Uniswap's 5 basis point fee at the 30 basis point level 20 to 40 times cheaper. He also criticized some forked projects that charge 100% transaction fees but use uneven inflation set by token voting to "compensate" LPs.

Strategy founder Michael Saylor stated that Bitcoin has gained market recognition, but the biggest challenge in the future is not external competition, but rather the erosion of consensus rules from within. He believes that Bitcoin's consensus rules are like a "constitution," determining property rights, scarcity, settlement mechanisms, and boundaries of power. Any modification of the rules for the benefit of specific groups is an infringement on the economic rights of all participants.He warned that Bitcoin is expected to grow a hundredfold in the future and become the infrastructure of the global capital market, while a single erroneous rule modification could harm markets, technologies, and economic freedoms that have yet to be born. Saylor specifically pointed out certain proposals, including BIP-110, arguing that they undermine the neutrality of the Bitcoin protocol by limiting effective paid transactions, introducing contract mechanisms, or expanding block capacity. He stated that although these proposals take different forms, they all weaken the scarcity of block space, increase network bandwidth and verification costs, expand protocol complexity, and introduce new security risks. At the same time, weakening the fee market will affect miners' income sources after block rewards continue to halve, thereby undermining the long-term security of the Bitcoin network. Furthermore, once a particular interest group is able to modify Bitcoin rules through certain means, other interest groups will follow suit, leading to long-term conflicts in protocol governance, capital outflows, slowed innovation, and deteriorating network security. Saylor called for keeping the Bitcoin base layer simple, neutral, scarce, and secure, leaving innovation to the second layer and application layer, promoting development through voluntary adoption rather than frequent modifications of the underlying protocol, and emphasized that protocol upgrades should be approached with extreme caution and only advanced when truly necessary to maintain the foundation for Bitcoin's long-term development.

According to Jinshi, U.S. President Trump stated that the new tariffs will not harm the economy.

According to Bloomberg, PayPal announced its second-quarter results, with adjusted earnings per share of $1.38, exceeding analysts' expectations of $1.27; total payment volume reached $486.4 billion, also higher than market estimates.The company also raised its adjusted earnings per share guidance for 2026 to $5.38, above last year's level. Previously, private equity firm Advent and payment competitor Stripe had made an acquisition offer of about $60 per share, to which PayPal did not respond in its latest statement. Since taking office in March this year, new CEO Enrique Lores has restructured the business lines and plans to cut about 20% of the workforce in the next two to three years.

According to the open-source dataset from NeobankBeat as of July 2026, there are 368 neobanks globally that are still actively operating, serving approximately 1.46 billion users. Among them, Asian users account for 817 million (with WeBank alone serving over 400 million people), and Brazil's Nubank has 131 million customers, surpassing the total of all U.S. neobanks. Out of the 368, only 127 hold a full banking license, with two-thirds relying on partner banks, electronic money licenses, or issuing institutions to operate, leaving customers largely unaware of the actual custodian of their funds.Among the neobanks established in the 2020s that are still alive today, 30% are Web3 native self-custody applications (compared to only 4% in the 2010s). This dataset audits the AI application status of the 368 one by one, revealing that only 67 (18%) have evidence of production-level AI deployment, with leaders mostly being lending institutions from emerging markets like Nigeria, the Philippines, and Mexico. The report warns that 106 infrastructure providers support 368 consumer brands, with a few partner banks and BaaS platforms each supporting dozens of brands, creating concentration risk that could lead to the next Synapse-like event.

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 on-chain analyst Yu Jin's monitoring, Arthur Hayes spent 6.32 million USDC to buy 3,298 ETH through over-the-counter trading via FalconX and Galaxy Digital 2 hours ago.Since July 15, Arthur Hayes has spent a total of 13.82 million USDC to buy 7,212.6 ETH, with an average purchase price of about 1,916 USD.