Odaily News: Michael Saylor, founder and Executive Chairman of the bitcoin treasury company Strategy, has once again published Bitcoin Tracker-related information. Based on previous patterns, Strategy typically discloses changes in its bitcoin holdings the day after such announcements.

Odaily Planet Daily News Galaxy research head Alex Thorn stated that the attack surrounding Coldcard wallets continues to develop, with more smaller-scale attackers and copycats now emerging to target the remaining Coldcard seed phrases. He noted that through assistance, the identity of a depositing user from one of the attack incidents has been confirmed, and the related funds were transferred out before they could be frozen on the Duel platform. Moreover, the funds involved do not belong to the three major waves of attacks previously identified by Galaxy Research.

Earlier, the suspected security incident involving Coldcard drew market attention, as multiple researchers discovered abnormal fund transfers in some wallet addresses generated by Coldcard. Galaxy Research is still continuously tracking the attacking addresses and has reminded users who still use the relevant wallet seeds to take security measures as soon as possible. This incident has also further highlighted the importance of hardware wallet security, private key management, and self-custody risk prevention.

Odaily Planet Daily News: Meta CEO Mark Zuckerberg published a public article titled "The AI Future Is for Everyone," elaborating on his vision for the development of superintelligence, advocating that future AI should broadly empower individuals rather than be centrally controlled by a few institutions.

Zuckerberg stated that the most critical question now is not whether superintelligence will emerge, but who will have access to it. He believes that "individual empowerment" should serve as the foundation for prosperity, "innovation" as the core mission of superintelligence, and "checks and balances" as the safety guarantee—rather than concentrating AI capabilities in the hands of a few institutions.

In response to concerns about the risks of superintelligence raised by some AI industry figures, Zuckerberg expressed disagreement with views such as "AI will replace most jobs" or "only highly concentrated power can ensure AI safety." History has proven that excessive concentration of power often suppresses human potential, while openness and freedom can bring more innovation and prosperity. The greatest value of superintelligence should not be automation, but rather driving invention and creation. If superintelligence were controlled by a few institutions, it would inevitably exert excessive influence over the economy, science, and politics; conversely, giving everyone access to personal superintelligence could usher in a new era of全面提升 individual capabilities and foster more entrepreneurship and innovation.

On safety governance, Zuckerberg pointed out that experience in fields such as cybersecurity shows that open ecosystems help improve system security in the long run. Regarding employment, Zuckerberg believes that if AI is used more to empower individuals rather than simply replace labor, the number of job opportunities created in the future may exceed those eliminated. The barriers to entrepreneurship will also be further lowered, and the economic structure is expected to shift toward more small and medium-sized enterprises and entrepreneurs. Zuckerberg stated that Meta will continue to advance superintelligence research and development based on the three principles of individual empowerment, innovation, and checks and balances, and believes these values will help build an AI future that benefits everyone. (The Wall Street Journal)

Odaily News: A statement showed that OPEC+ agreed to increase its September oil production quota by 188,000 barrels per day. Saudi Arabia, Russia, Iraq, Kuwait, Kazakhstan, Algeria, and Oman agreed to adjust production and reaffirmed their commitment to maintaining market stability. The next meeting will be held on September 6.

Odaily News, Tom Lee, Chairman of Bitmine, an Ethereum treasury company, said in a post on X that an increasing number of public institutions and major organizations have stepped forward to support the CLARITY Act. If the Act fails to pass smoothly, the U.S. could lose its leading edge in the digital finance sector and cede dominance to other countries. He also expressed that, as Ethereum marks its 11th anniversary, he looks forward to "exponential progress" for Ethereum over the next 11 years, continuing to drive growth in the digital asset and blockchain ecosystem.

1. Iranian media: reports that Iran has agreed to reopen the Strait of Hormuz are false;

2. Small Bitcoin transfers hit a new high since the FTX collapse, with the Coldcard security incident sparking self-custody debate;

3. Leopold responds to the dismal performance of its fund in July, apologizing to investors: "We let you down";

4. Nvidia releases Video Codec SDK 13.1: introduces zero-copy transcoding and precise frame positioning capabilities;

5. CICC: AI pullback is highly similar to the four drawdowns in 2000, and stabilization this time requires easing of three major pressures;

6. Analysis: U.S. stock valuations face pressure, and the Fed's rate hike landing is expected to release the suppression;

7. OpenAI AI models achieve a mathematical breakthrough: releasing research results on 10 long-standing unsolved problems in cryptography, quantum computing, and more;

8. Coldcard attack investigation mired in AI dilemma, Galaxy research head says he had to turn to Chinese open-source models to track stolen funds;

9. South Korean stock market turmoil triggers a "reverse capital migration": over 24 trillion won flows into time deposits at the top five banks;

10. South Korea's Financial Services Commission may be granted "emergency intervention powers": extreme market conditions could limit leveraged ETF multiples and set investment caps.

Odaily News: The U.S. Commodity Futures Trading Commission (CFTC) has issued a Notice of Proposed Rulemaking (NPRM), seeking public comment on amendments to Parts 37, 38, and 39 of the CFTC Regulations, as well as Rules 1.52 and 1.55. The comment period will remain open for 60 days following publication in the Federal Register. The proposed amendments aim to address potential conflicts of interest arising from the increasingly interconnected relationships among regulated entities, including Derivatives Clearing Organizations (DCOs), Designated Contract Markets (DCMs), Swap Execution Facilities (SEFs), Futures Commission Merchants (FCMs), and market makers. CFTC Chairman Michael S. Selig stated that the new rules would establish a principles-based regulatory framework for vertically integrated market structures, supporting innovation in U.S. derivatives markets while maintaining market integrity.

Odaily News: Bitcoin price has come under renewed pressure, slipping to a two-week low amid late-July volatility, with market attention focused on whether it may extend declines toward the $62,000 zone. Analysts noted that during periods of sharp fluctuations in South Korean equities, trading activity in the crypto market increased noticeably, signaling a growing correlation between cryptocurrency liquidity, regional stock positioning adjustments, and overall sentiment in the tech sector.

Despite Bitcoin's relatively strong performance in July, traders are warning that August could see a repeat of the bear-market dynamics seen in 2022. Data shows BTC/USD finished July trading up approximately 8.5%—its strongest July performance since 2022. Some traders anticipate the rebound could extend into August, and drawing parallels with the 2022 bear-market cycle, they suggest the market may go through a phase of recovery before establishing a longer-term bottom.

Odaily News: A spokesman for Iran's Islamic Revolutionary Guard Corps, introducing the "Victory-2" operation, stated that the data processing center of the American company Amazon in Bahrain was listed as a target because it provides intelligence support, cloud computing, and services related to the U.S. military command system.

The spokesman did not specify the timing of the strike but said the operation was one of Iran's responses to U.S. attacks. (CCTV News)

Odaily News: Affected by a sharp decline in artificial intelligence (AI)-related stocks, investment firm Situational Awareness suffered a severe drawdown in July, with the fund's net value falling 67% in a single month. Aschenbrenner previously gained attention for publishing the research report "Situational Awareness: The Decade Ahead" on AI development trends, which discussed topics such as AI capability advancement, industrial competition, and AI safety over the next decade. This significant fund drawdown also highlights the challenges facing AI-themed investing: even with a long-term bullish view on technological transformation, concentrated bets on a few high-growth tech assets can still lead to剧烈 short-term volatility.

The fund's founder and AI researcher Leopold Aschenbrenner acknowledged that market performance in July fell far short of expectations and said in a letter to investors: "We let you down."

The Situational Awareness fund previously attracted attention for its bets on long-term AI industry growth, with an investment strategy focused on AI infrastructure, AI chips, and related technology companies. However, the AI sector underwent significant adjustments in July, with high-valuation tech stocks facing sell-offs that dragged down the fund's performance.

This drawdown reflects the high volatility risk within the AI investment boom. Although the market remains optimistic about the long-term development of artificial intelligence, some AI-related assets that had previously seen rapid valuation gains underwent noticeable corrections amid changes in interest rates, earnings expectations, and capital flows. (Cointelegraph)

Odaily reported that as the suspected hacking incident involving Coldcard wallets continues to unfold, Bitcoin small-value transfers have surged significantly, reaching their highest level since the FTX exchange collapse, reigniting market discussions on Bitcoin self-custody security.

Julio Moreno, Head of Research at CryptoQuant, disclosed data on X platform showing that the number of on-chain Bitcoin transfers below 1 BTC has risen to its highest level since November 2022, with approximately 39,600 BTC transferred in a single day—only about 300 BTC below the record of 39,900 BTC set on November 16, 2022, just days after FTX filed for bankruptcy. He believes that users proactively taking action to address risks is a positive signal. Additionally, Eric Balchunas, Senior ETF Analyst at Bloomberg, noted that Bitcoin ETFs, backed by a mature regulatory framework and convenience, may offer some users a safer investment approach.

However, industry insiders point out that the Coldcard incident more likely reflects issues with a single wallet provider or specific security processes, rather than indicating a failure of the entire Bitcoin self-custody system. This event once again highlights the importance of security awareness, risk diversification, and wallet usage habits in personal asset management.

Odaily News - South Korea's financial regulatory authorities are pushing forward with amendments to the Capital Markets Act, planning to grant regulators "emergency intervention powers" to directly implement market stabilization measures during periods of severe stock market volatility. The Financial Services Commission (FSC) has initiated related legislative revisions together with the Financial Supervisory Service (FSS), focusing on single-stock leveraged ETF products that are believed to have amplified volatility during the recent market plunge. Proposed measures include adjusting leverage multiples and setting investment caps.

Currently, certain single-stock leveraged ETFs in the Korean market employ leverage of up to 2x. Regulators are discussing whether to allow temporary reductions in leverage multiples during abnormal market fluctuations to mitigate risks arising from concentrated fund trading. This approach draws on recent regulatory measures in Hong Kong. The Securities and Futures Commission (SFC) of Hong Kong has previously permitted institutions that meet asset management capability, risk control standards, and disclosure requirements to adjust the multiples of listed leveraged and inverse products, providing room for dynamic market oversight.

Korean regulators believe that under the current system, matters involving changes to return structures may require approval from fund holder meetings, making it difficult to meet the need for rapid response in extreme market environments. Therefore, they plan to establish an emergency regulatory mechanism that can be activated without complex procedures. Additionally, Korean financial regulators are considering: setting individual investment limits on single-stock leveraged ETFs, capping investment limits uniformly at approximately 20% to prevent excessive capital concentration, and introducing a simulation-based trading system to enhance investors' understanding of risks associated with leveraged products.

Korean regulators stated that raising the basic margin requirement primarily raises the investment threshold, while investment limits function as a "cap" on capital inflows. Together, the two measures will form a complementary risk control system.

Previously, starting July 31, South Korea raised the minimum margin requirement for investors in single-stock leveraged ETFs from 10 million Korean won to 30 million Korean won. Data shows that on the first day of the new rule's implementation, the trading volume of 16 related leveraged ETFs stood at approximately 3 trillion Korean won, only about one-fourth of the 12.4 trillion Korean won recorded the previous trading day and down roughly 80% from the 15 trillion Korean won level on July 29. (NATE)

Odaily News - Analyst qinbafrank disclosed that U.S. ETF manager Roundhill made significant adjustments to its DRAM-themed fund this week, reducing its stake in Samsung Electronics while simultaneously buying into ChangXin Memory Technologies (CXMT), marking the first time a Chinese memory chip leader has entered a mainstream U.S. DRAM investment product. On Tuesday and Wednesday of this week, Roundhill cumulatively purchased 65 million shares of CXMT, rapidly lifting CXMT's weight in the DRAM ETF to 2.47%. Meanwhile, Roundhill reduced its Samsung Electronics holdings by approximately 1 million shares per day from Monday to Wednesday, selling a total of 3 million shares over the three-day period.

Odaily News: According to Iranian media outlet Fars News, some "media affiliated with adversaries" previously claimed that Iran had agreed to a plan to reopen the Strait of Hormuz. However, informed sources denied this claim and emphasized that Iran's policy regarding this strategic waterway has not changed in any way. (Jin10)