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According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $60,865.39 in a single transaction regarding the "Federal Reserve's September decision" event, targeting a "25 basis point rate cut." Based on the current transaction price, the latest corresponding win rate for this subject is 96.42%.

According to Jinshi reports, the CEO of Meta Platforms stated that Meta is developing a new personal assistant, which will serve as the foundation for the next wave of products.

The Narcotics Control Bureau (NCB) of India dismantled the dark web drug network Team Kalki. Binance and the Data Security Council of India (DSCI) provided blockchain analysis and wallet tracking to assist investigators in tracing cryptocurrency flows, identifying associated wallets, and freezing relevant crypto assets.Investigators stated that Team Kalki used the encrypted communication platform Session, the dark web forum Dread, and "dead drop" delivery methods to distribute drugs from international suppliers. Law enforcement seized thousands of drugs from domestic and international packages associated with the network. S.B. Seker, head of Binance Asia Pacific, stated that the transparent infrastructure of blockchain enables law enforcement to more effectively track and investigate illegal transactions. Binance CEO Richard Teng posted on X that Binance and DSCI are assisting the NCB in combating this dark web drug network by tracking on-chain fund flows.

According to Techcrunch, AI data security company Cyera announced on Tuesday that it has signed a letter of intent to acquire Oasis Security for approximately $1 billion, with the transaction expected to be primarily in cash, and the remainder paid in Cyera shares. Cyera recently completed a $600 million financing round at a valuation of $12 billion.Oasis focuses on non-human identity security, such as AI agents, and was founded in 2022, having raised approximately $195 million in total funding, with investors including Accel, Craft Ventures, and Cyberstarts. Cyera shares some investors with Oasis and has recently acquired Ryft and Genie Security. After the acquisition, Cyera plans to integrate Oasis's technology into a unified identity and data security platform. Cyera has an annual recurring revenue of over $150 million but is far from profitable, having raised approximately $2.3 billion in total funding over five years.

Binance UAE has adopted a policy to transfer most requests from foreign law enforcement agencies to the UAE and judicial assistance treaty process, resulting in slower access to user data.European investigators and U.S. prosecutors have stated that the relevant changes make it more difficult to track down fraudsters, combat money laundering, and quickly freeze or seize assets. Binance will still respond directly to cases involving child sexual abuse, terrorism, or imminent threats to life.Binance stated that it has not reduced cooperation with regulatory and law enforcement agencies and defined the new process as a stronger safeguard that meets regulatory standards. The company's compliance operations continue to face ongoing scrutiny.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $202,153.4 in a single transaction regarding the "Federal Reserve's July decision" event, targeting a "25 basis point rate hike." Based on the current transaction price, the latest corresponding winning probability for this subject is 73.58%.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket. A large whale invested $62,676.4 in a single transaction regarding the "Federal Reserve's July decision" event, targeting a "25 basis point increase." Based on the current transaction price, the latest corresponding winning probability for this subject is 26.39%.

According to CoinDesk, Swiss crypto bank AMINA is collaborating with Wall Street firm Cantor to evaluate pathways to enter the capital markets. AMINA had considered a SPAC merger but is now more inclined to achieve a reverse merger through the acquisition of a Digital Asset Treasury company, although no final decision has been made.A company spokesperson stated that the current priority is to bring in strategic growth capital, with an IPO as a subsequent option, and that there are currently no discussions with any SPACs or DATs. AMINA, formerly known as SEBA Bank, is regulated by Swiss FINMA and offers crypto trading, custody, staking, and lending services. Its operations have expanded to Abu Dhabi, Hong Kong, and India, with a Tier 1 capital of 74.6 million Swiss francs by the end of 2025 and total financing of approximately 245 million dollars.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated that the pressure level for Bitcoin remains around $67,500, and only a strong breakthrough can initiate a sustained rebound. Regardless, I maintain the previous viewpoint of gradually bottom-fishing in July and August, then waiting for a new bull market cycle. Analyzing the market in a volatile range and assessing bottom prices in the bottom range are not very meaningful.In AI US stocks, we analyzed the computing power company AGPU in our research report. They announced a new contract worth $1.5 billion last night, bringing the total contracts to over $3 billion, with the potential to complete $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring the interests of investors. These contracts will soon reflect in the upcoming financial reports.

CryptoQuant analyst Axel Adler released a weekly analysis indicating that the yield on the U.S. 10-year Treasury bond has recently risen to about 4.7%, approaching the upper limit of the range over the past five years. The high interest rate environment is tightening financial conditions, increasing financing costs and asset discount rates, and putting more pressure on risk assets. Currently, the futures market expects a roughly 38% probability of the Federal Reserve raising interest rates at its next meeting, but a survey of 104 economists by Reuters generally expects rates to remain unchanged.In terms of the Bitcoin market, Axel Adler pointed out that BTC rebounded about 11% from a low of around $59,000 in June to nearly $66,000, but has now fallen back to about $64,300. The market is currently facing four potential risks: first, volatility has significantly compressed, with actual volatility in July dropping 31%, falling to the 8th percentile of the historical range, suggesting that more extreme market movements may occur; second, demand in the U.S. spot market remains weak, trading at a discount for about two and a half months, with no sustained inflow of funds; third, there is insufficient buying liquidity in the market, with stablecoins continuously flowing out of exchanges and new fund activity nearing annual lows; fourth, investors are still realizing losses, and some positions are choosing to exit during the profit recovery phase, putting pressure on prices.Additionally, Adler mentioned that MicroStrategy founder Michael Saylor has not continued to make large-scale Bitcoin purchases recently, but instead published a lengthy article recommending 38 books on civilization, currency, energy, and technological development, attempting to construct a theoretical framework for Bitcoin as a result of long-term financial evolution. Adler believes that the market is currently still in a critical observation phase, requiring attention to changes in liquidity, the recovery of U.S. demand, and whether investor behavior improves.

According to market data, the current on-chain total value of the tokenized stock market has approached 2 billion dollars, with over 471,000 on-chain holders. The report selected four assets—NVIDIA, Microsoft, Meta, and Tesla—that have effective two-way order books across various testing platforms for horizontal comparison.The research results show that Bitget rToken achieved optimal execution performance in both the $10,000 and $50,000 order tests, presenting the most balanced order book liquidity within a price range of ±50 basis points. Among them, the slippage for the $50,000 order was 58% lower than that of other tokenized stock products. This is mainly attributed to Bitget rToken's 1:1 alignment with the liquidity of traditional markets such as the NYSE and NASDAQ, providing more efficient execution for large transactions.

The overall profitability status of the Bitcoin market is improving, but on-chain data shows that it is still insufficient to confirm that a new bull market has begun, and there remains a risk of another decline. CryptoQuant data shows that the Bitcoin Supply in Profit has risen to 57.5%. This indicator represents the proportion of BTC supply in the current market where the price is above the holding cost, which has significantly rebounded from the low of 46.2% on June 30, 2026, and is currently close to 60%.However, the recovery of the profitable supply ratio still requires continuous verification. Historical cycles show that the true end of a bear market usually requires two conditions to be met simultaneously: first, the 30-day simple moving average of the Long-Term Holder Profit and Loss Ratio (LTH-SOPR) must remain above 1 for an extended period without falling below it; second, the Bitcoin Supply in Profit must stabilize above 64%. Analysts indicate that this cycle has previously experienced a "false breakout." From April 28 to June 1 of this year, the average LTH-SOPR was above 1 for 35 consecutive days, while the profitable supply ratio once rose to 67%, but the market subsequently declined again. Currently, the Long-Term Holder 30-day SMA indicator has been below 1 for over 50 consecutive days, which remains an important risk signal for assessing the strength of market recovery. Although the BTC profitable supply ratio is improving, the market needs further confirmation of the behavior of long-term holders and changes in the profit structure to determine whether the current rebound truly marks the beginning of a new upward cycle.

CryptoQuant analyst Darkfost stated that there has been a noticeable increase in on-chain activity from the oldest group of Bitcoin holders recently. Data shows that the daily UTXO (Unspent Transaction Output) movement for BTC holders with holding periods of 5 to 7 years and 7 to 10 years has exceeded 5000 BTC multiple times.Darkfost pointed out that the spending of UTXOs does not necessarily mean selling. Long-term holders typically move Bitcoin for two main reasons: one is for security considerations, such as changing wallet addresses which leads to the transfer of UTXOs from the original address; the other is to sell assets. However, current on-chain data does not show a significant flow of funds to exchanges, indicating that these long-term holders are not currently engaging in large-scale selling of BTC. It is noteworthy that this behavior occurs as Bitcoin tests the $60,000 mark again, similar to market trends observed from February to March this year. The market will continue to monitor whether the activities of long-term holders will further impact the supply and demand dynamics of BTC.

A report jointly released by the Bitcoin collateral lending platform CoinRabbit and the computing power platform GoMining points out that managing Bitcoin is more important than mining it. As the block reward drops to 3.125 BTC and the overall network difficulty approaches historical highs, low electricity prices and high uptime only constitute a survival baseline. What truly differentiates mining companies is the method of handling Bitcoin after it is mined.The report suggests that mining companies are shifting from direct sales to collateralized lending to cover recurring expenses such as electricity, custody, and labor. This approach retains exposure to holding Bitcoin while generating cash flow, avoids taxable sales, and preserves the deduction space for operating expenses. The trade-off is that mining companies simultaneously bear the dual risks of price and liquidation when Bitcoin prices decline.Jeremy Dreier, Chief Business Development Officer of GoMining, stated that the miners who can succeed after the halving are those who operate efficiently and have set aside cash in advance for this purpose. The current decline in Bitcoin prices has actually lowered the cost of increasing computing power, creating a window of opportunity for investing in expanding mining machines.

Nine financial institutions and Bitcoin companies announced the joint establishment of the Bitcoin Security Alliance, with founding members including Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity, Galaxy, and Strategy, covering the entire chain of institutions such as custody, trading, infrastructure, payments, and asset management.The alliance commits to providing a total of $15 million in funding over the next three years to support developers and researchers in the field of Bitcoin security, including long-term work to prepare Bitcoin for the future era of quantum computing. Each member independently decides which developers, researchers, or organizations to direct their funding towards. The daily operations of the alliance are coordinated on a voluntary basis by Brink Executive Director Mike Schmidt, with Brink being a nonprofit organization that funds Bitcoin open-source developers.The alliance clearly states that it does not formulate or direct Bitcoin protocols, does not express opinions on specific protocol changes, and does not represent Bitcoin or its developers—Bitcoin development continues to be carried out by a globally decentralized community of contributors. Its positioning is to emulate the model of industry organizations that have long supported open-source software, providing resources and attention to developers without controlling the underlying work.Strategy CEO Phong Le stated, "As long-term holders, ensuring the security of Bitcoin for generations is our greatest incentive"; BlackRock's Global Head of Digital Assets Robert Mitchnick pointed out that the work of Bitcoin core developers is "extremely important," and this commitment will provide "significant additional funding" for Bitcoin's long-term security needs. The alliance will also serve as a reliable source of information for investors, the public, and the media in the field of Bitcoin security, with plans to publish and continuously update materials related to Bitcoin security in the coming months.

According to the latest episode of the Gatecast podcast, Gate founder and CEO Dr. Han shared his thoughts on the future of AI, Web3, and the cryptocurrency industry in an interview themed "The Future of AI, Web3, and the Cryptocurrency Industry."Dr. Han stated that the way users will interact with cryptocurrency products will undergo profound changes due to AI in the future. Currently, the cryptocurrency market has millions of assets and tens of thousands of DApps, and the high cost of choice and usage barriers limit user entry. However, AI is expected to become an important gateway connecting users with the Web3 ecosystem. When discussing the combination of AI and trading, Dr. Han mentioned that AI can help users efficiently acquire information, analyze market signals, and assist in decision-making, but it still cannot completely replace human judgment. "AI + human intelligence" will become a more effective approach in the future.Dr. Han also pointed out that Gate is continuously utilizing AI to optimize product experiences, reducing users' learning costs through intelligent tools, and encouraging more users to enter the Web3 world. Currently, Gate is building an AI product system around the Intelligent Web3 strategy, which includes Gate AI, GateClaw, and Gate for AI Agent, accelerating the integration of AI technology into the trading ecosystem. In the future, Gate will further lower the barriers to using Web3 through intelligent products and services, enhance user experience, and drive more users into an open and intelligent Web3 world.

Recently, market risk appetite has cooled, and high-valuation technology chip sectors are under significant pressure; in contrast, supported by expectations in infrastructure, manufacturing, and cyclical demand, industrial machinery-related assets have shown relative resilience. According to Gate platform data, ARM/USDT (Arm) is currently priced at $284.29, down 1.13% in the last 24 hours; CATG/USDT (Caterpillar) is currently priced at $892.11, up 0.16% in the last 24 hours; GEG/USDT (General Electric) is currently priced at $341.55, down 0.61% in the last 24 hours. In terms of performance, Caterpillar-related trading pairs have slightly strengthened, while Arm and General Electric-related trading pairs have fluctuated downwards, overall still showing a divergent pattern.

According to Jinshi reports, Helaba analysts stated that the escalating situation in the Arabian Gulf region and rising energy prices have raised concerns among central bank officials. The European Central Bank will announce its monetary policy decision later today, and analysts pointed out that there are currently no clear signs indicating that the European Central Bank is about to raise interest rates. The money market expects the European Central Bank to raise interest rates by 21 basis points in September, and it is anticipated that the wording of the statement will not undergo significant changes.