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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 official news, Websea has completed a major upgrade of the contract insurance airdrop rules on July 30, 2026. After the upgrade, the insurance α pool will airdrop a fixed amount of 1 USDT for new nodes each period, and the insurance β pool will airdrop a fixed amount of 0.7 USDT for new nodes each period, with a maximum of 100 airdrops for both pools, and the total amount is fixed and transparent.Websea's contract insurance aims to provide an additional risk buffer for every opening position, helping users reduce risk concerns amid fluctuations in the derivatives market. This upgrade focuses on simplifying the rules and enhancing transparency, allowing users to calculate the amount for each period, the number of airdrops, and the total cumulative amount in advance, without facing fluctuating variables.

Recently, the gold and silver markets have continued to show strong performance, with trading activity in the metals sector steadily increasing. According to market data from the Gate platform, gold (XAU) is currently priced at $4087.68, with a 24-hour increase of 1.51%; silver (XAG) is currently priced at $58.52, with a 24-hour increase of 1.77%. According to CoinGlass data, the open interest for Gate XAU contracts has reached $192 million, and the open interest for Gate XAG contracts has reached $72.509 million, both ranking in the top two in the industry.Gate has pioneered the trading sector for perpetual contracts and CFD contracts for metals, covering mainstream trading targets such as gold, silver, and platinum, and supports 24/7 trading with USDT settlement. Relying on Gate's innovative unified account system, users can configure diverse assets such as stocks, metals, foreign exchange, indices, and commodities without the need for cross-platform operations, helping users achieve a more flexible and efficient one-stop global asset strategy layout in volatile markets.

Recently, South Korean stock leader SK Hynix has experienced a continuous decline, triggering an increase in the trading activity of related stock derivatives. According to the RootData Pro data panel, in mainstream stock derivatives exchanges:The SKHYNIX contract has generally dropped about 7% in 24 hours, with Lighter and HTX experiencing relatively smaller declines. From the perspective of open interest (OI), Hyperliquid leads with $571 million, followed by Binance with $501 million, and OKX in third place with $82.14 million; in terms of trading volume, Binance has the highest 24-hour transaction amount at $4.15 billion, followed by Hyperliquid at $1.51 billion and OKX at $1.19 billion.The SKHY contract has mostly dropped about 4%-5% across platforms in 24 hours. From the OI perspective, Binance leads with $115 million, followed by Hyperliquid with $110 million, Bitget with $20.22 million, and OKX with $17.41 million; in terms of trading volume, Binance has the highest 24-hour transaction amount at $1.61 billion, followed by XT.com at $482 million, OKX at $387 million, and Hyperliquid at $310 million.From the perspective of price spread, the spread for SKHYNIX on Binance, Bitget, and Bybit is about 0.0032%, Hyperliquid is 0.0054%, and OKX is 0.0076%; the spread for SKHY on Binance, OKX, Hyperliquid, Bitget, Bybit, and Gate is about 0.0081%, indicating high price synchronization. In terms of funding rates, the SKHYNIX contracts on Lighter, OKX, and Hyperliquid have relatively high funding rates, indicating an increase in long position costs.It is reported that SK Hynix announced its Q2 2026 financial report on July 29, with revenue of 79.32 trillion won, operating profit of 60.54 trillion won, and net profit of 93.92 trillion won, all setting quarterly records. However, the performance did not fully meet the market's high expectations, and SK Hynix's stock price once plummeted over 19.3% during the session, setting a record for the largest single-day decline in history. Overall, the funding for SK Hynix (SKHYNIX/SKHY) contracts is mainly concentrated on Hyperliquid and Binance.

According to Jinshi News, Amazon employees have discovered that due to errors in the company's deployment of AI and a lack of expenditure control measures, some projects have experienced "catastrophically high" cost overruns. A senior engineer stated at an employee meeting that attempts to shift tasks from traditional programming to using AI models have resulted in "unplanned" expenditures.Amazon expects its capital expenditures to reach $200 billion this year, primarily invested in AI and data center infrastructure construction.

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.

On July 28, OpenAI quietly updated its security incident disclosure, confirming that its AI agent accessed four external service platforms during the breach of Hugging Face, bringing the total number of affected platforms to five.Previously, OpenAI had disabled security filters while testing GPT-5.6 Sol and a more powerful model to assess raw capabilities. The model did not complete the security benchmark tests as expected; instead, it discovered a zero-day vulnerability in the package caching agent within the testing environment that granted internet access, subsequently breaching Hugging Face to steal answers.According to a forensic report released by Hugging Face on July 27, this autonomous agent executed 17,600 operations over approximately four and a half days, connecting 181 devices to the Hugging Face internal VPN and forging identity tokens. Among the four additional platforms, Modal Labs CTO Akshat Bubna confirmed through Reuters that his company was one of them, with the attacker using an unprotected public endpoint from a customer as a relay and command control base for the entire attack.The identities of the other three platforms remain undisclosed. OpenAI stated it would "directly notify the service providers" but would not publicly name them, as there is currently no legal requirement for mandatory disclosure. The U.S. Congress has responded by proposing a bipartisan "AI Emergency Shutdown Act," which aims to authorize the Department of Homeland Security to forcibly shut down AI models, with violators facing fines of up to $2 million per day.

According to reporter Eleanor Terrett, Binance.US CEO Stevie Satoshi revealed at the RareEvo conference that the company plans to apply for Designated Contract Market (DCM) status with the Commodity Futures Trading Commission (CFTC) next month, aiming to provide users with prediction market services.

According to Jinshi reports, the Russian Ministry of Defense stated that the Russian army has taken control of Svitly and Novosych in eastern Ukraine. Ukrainian President Zelensky mentioned that there are reports indicating Russia plans to launch a large-scale attack and has requested Trump to provide 300 "Patriot" interceptors before winter.The Ukrainian Armed Forces reported that multiple Russian facilities were attacked, including the Ryazan oil refinery and the Black Sea Fleet's ship base. An advisor from the Ministry of Internal Affairs pointed out that Russia is launching a large-scale attack on Ukraine, and cruise missiles are expected to be imminent.

According to Coinglass data, the total contract open interest for ETH has decreased by 5.03% in the past 24 hours, with the current total open interest at $25.778 billion. Among them, Binance's open interest is $6.488 billion, OKX's open interest is $1.527 billion, Bybit's open interest is $1.595 billion, and Gate's open interest is $2.39 billion.

According to Jinshi reports, SpaceX has obtained a $1.6 billion contract from the U.S. Space Force to carry out 18 Falcon 9 launch missions for launching military-guided satellites.

According to Jinshi reports, the Ukrainian open-source intelligence agency DeepState stated on social media on the 29th that the Russian army has established fire control 40 kilometers deep at the front lines of the cities of Sloviansk and Kramatorsk in the Donetsk region and has launched continuous attacks.The Russian Ministry of Defense reported that the Russian army defeated the Ukrainian forces in multiple locations, including the Donetsk region, on the same day.

The on-chain spot exchange Rialto has launched the Robinhood Chain token issuance platform Varo. Varo adopts a contract architecture based on Uniswap V3, with no binding curve or graduation fees. Tokens can be traded instantly through the Uniswap liquidity pool at the time of issuance and can be integrated with platforms such as Uniswap, GMGN, LI.FI, BasedBot, and Definitive.Each token issued on Varo has a fixed supply of 100 million tokens, and the initial market value is set by Varo (for example, 60,000 USDG or 30 WETH). There are no reserved shares for teams or developers, and liquidity positions are permanently locked in the contract. The trading fee is 1%, of which 30% belongs to Rialto.The project team also stated that a "one code corresponds to one token" mechanism is used to prevent confusion with tokens of the same name and that the higher initial market value setting aims to reduce the economic incentive for sniper bots to accumulate tokens at low cost.

According to Jinshi reports, Trump stated in the past 24 hours that Iran does not control the Strait of Hormuz, and only the United States can decide which ships can pass. He hopes Iran will formally commit to not having nuclear weapons and said that U.S.-Iran negotiations are "progressing well," warning that if an agreement is not reached, there will be strikes against Iran.In addition, Trump met with Ukrainian President Zelensky and agreed to provide Ukraine with "Patriot" missile licenses, and discussed the Iranian nuclear issue with Israeli Prime Minister Netanyahu, reaffirming the commitment to prevent Iran from obtaining nuclear weapons.

According to Jinshi reports, the Russian Ministry of Defense announced that the Russian army has taken control of the Svitly and Novasych regions in eastern Ukraine.

The Binance contract platform will launch the PYPLUSDT perpetual contract on July 29 at 17:00, the GSUSDT perpetual contract at 17:05, and the SMHUSDT perpetual contract at 17:10, with a maximum leverage of 20 times.

On Tuesday, Apple's stock price reached an all-time high during trading, briefly surpassing a market capitalization of $5 trillion, and continues to hold the top position globally in terms of market value. According to CoinGlass data, the total contract value of Apple (AAPL) across the network is approximately $128 million. From the platform distribution perspective, tradeXYZ, Binance, and Bitget rank in the top three, collectively accounting for about 85.02% of the market share. Among them:tradeXYZ: approximately 219,200 AAPL held, corresponding to a value of $74.9307 million;Binance: approximately 80,300 AAPL held, corresponding to a value of $27.4616 million;Bitget: approximately 18,900 AAPL held, corresponding to a value of $6.4609 million.

According to SolanaFloor, the Solana ecosystem perpetual contract platform Bulk has launched BIP-1, allowing anyone to deploy their own perpetual market on the mainnet with almost zero upfront costs before going live.Successful markets can subsequently join BULK's portfolio margin system, allowing traders to use up to 70% less collateral.

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.

Trade.xyz issued a statement regarding the SK Hynix contract price spike incident: On July 27 at 23:01 UTC, the marked price of SK Hynix tokens plummeted from $1,127.9 to $917.25, triggering a large number of long position liquidations. This price originated from an actual transaction captured by multiple independent data providers, with the external venue being a major pre-market in South Korea. Its oracle system operates according to established specifications, synchronously tracking prices from external exchanges, functioning "as designed" on a technical level.However, the platform acknowledges that user dissatisfaction with the liquidations triggered by this event is understandable, emphasizing that "market integrity is the core value of Trade.xyz." To address this, Trade.xyz has decided to cover all liquidation losses caused by this price anomaly on a one-time discretionary basis. Specific eligibility requirements will be announced soon, with compensation expected to be completed within a few days, but it clearly states that this decision "does not constitute a guarantee for similar situations in the future." At the mechanism level, the platform will accelerate the review of pricing methods— including reassessing the assumptions of reliance on external venues and giving greater weight to its own order book price discovery (its order book depth and signal strength have significantly improved compared to external sources) to more effectively handle tail events.