Odaily News: Israeli AI security startup Zenity has completed a $125 million Series C funding round, betting on the new security risks introduced by enterprise deployment of AI agents. The round was led by Norwest Venture Partners, with participation from SoftBank Vision Fund 2, Hitachi Ventures, and LG Technology Ventures, among others.

Zenity's core product monitors AI agents' operations in enterprise environments in real time, determining whether their behavior deviates from preset goals, and blocking or adjusting actions that could compromise corporate data, customer assets, or system security. Zenity co-founder and CEO Ben Kliger stated that in the past, AI security primarily focused on the models themselves and user prompt inputs, but as AI agents begin to autonomously execute tasks, make decisions, and connect to enterprise systems, the security focus is shifting toward "agent behavior itself." (Fortune)

Odaily News, July saw the U.S. manufacturing PMI rise to 55.6, the highest since 2022, with both production and employment recovering. However, strong demand and geopolitical inflation concerns have roiled the bond market, with Bank of America warning that the Federal Reserve is facing a credibility test. The hot manufacturing performance, coupled with geopolitical inflation threats, has sent U.S. Treasury markets into sharp turbulence. Long-dated Treasuries have recently faced heavy selling, with yields briefly surging to near two-decade highs.

Mark Cabana, Head of U.S. Rates Strategy at Bank of America, commented on this, calling the bond market's violent swings a "textbook inflation credibility shock."

Cabana noted that the core driver of the market turmoil is not the data itself, but the Fed's lack of policy communication. He specifically pointed to Fed Chair Kevin Warsh's performance at a recent press conference, arguing that Warsh failed to clearly articulate how the Fed would achieve its 2% inflation target.

"Standing firm on the inflation target is one thing, but if you don't tell the market the specific path, investors won't buy it," Cabana said bluntly in a Bloomberg TV interview. "The bond market cannot be fooled; it sees through all appearances." (Jin10)

According to data from MSX.COM, Odaily reported that SpaceX's gains expanded to 3.2%, reaching $111.95 per share.

Earlier report: X platform user Gali stated that SPCX's current trend "presents a wild opportunity" and believes it is the right time to buy, attaching a chart of SPCX's stock price movement. In response, Musk reposted and said, "I think so too," publicly agreeing that now is a buying opportunity for SPCX.

Odaily News: According to MSX.COM data, the Philadelphia Semiconductor Index has turned positive, now up 0.02%, currently at 11,313.7 points, after previously plunging 3%. Nvidia stock is up 2.66%, SanDisk stock is up 3.6%, AMD stock is up 0.73%, and ASML stock is up 0.6%.

According to Odaily, sources familiar with the matter have revealed that the Trump administration has invited representatives from major tech companies including OpenAI, Google, and Anthropic to the White House on Tuesday to review a completed AI regulatory framework.

The framework is expected to establish a voluntary AI model submission and review mechanism, allowing AI labs to submit their models to the government for evaluation before releasing them to partners and the public.

Sources said the mechanism aims to enhance the government's understanding of advanced AI system development and improve safety assessments of high-capability models before public deployment. At present, the framework remains voluntary in nature and is not a mandatory regulatory measure.

The meeting reflects the U.S. government's ongoing exploration of a balance between AI innovation and safety regulation. As companies such as OpenAI, Google DeepMind, and Anthropic continue to roll out more powerful foundation models, how to assess model capabilities and mitigate potential risks has become a key topic in U.S. AI policy-making. (The Information)

According to GMGN data, Odaily reports that the market cap of SOL Meme coin CATE briefly surged past $64 million, with a 24-hour gain of over 220%, now standing at $63 million.

Previous report: DOGE owner clarifies: CATE is unrelated to me, only DOG and COCORO are recognized as official projects.

Odaily reminds users that Meme coin prices are highly volatile, and investors should participate with caution.

Odaily News: Jasjeet Sekhon, Chief Strategy Officer at Google DeepMind, stated that one of the key investment theses behind the unprecedented capital influx into the AI industry is betting on future AI systems achieving "Recursive Self-Improvement" (RSI).

Sekhon recently stated at the Agentic AI Summit held at the University of California, Berkeley, that the massive capital currently being poured into the AI industry ultimately needs to be validated by a more advanced capability—namely, AI's ability to autonomously improve itself and create more capable next-generation systems.

He noted that RSI has become a critical component of AI investment logic. Unlike traditional models that rely on manual research, development, and training iterations, recursive self-improvement envisions AI systems that can autonomously optimize algorithms, refine model architectures, and continuously enhance their own capabilities.

Sekhon believes that RSI is replacing AGI (Artificial General Intelligence) as the new core narrative in the AI field. As companies like OpenAI, Google, and Anthropic, along with cloud computing giants, continue to invest enormous sums in computing infrastructure, the market is betting that AI may transition from a "scaling" phase to a "self-enhancement" phase in the future.

However, whether RSI can actually be achieved remains highly contentious. While current AI models already possess capabilities such as code generation, tool invocation, and automated optimization, moving toward true autonomous recursive improvement still faces significant technical, safety, and controllability challenges. (The Information)

Odaily News: According to SoSoValue data, as of 8:00 AM ET on August 3, 2026, the total weekly net buying of Bitcoin by global listed companies (excluding mining companies) last week was $1.16 billion, an increase of 7,186.43% compared to the previous week.

On August 3, Strategy generated approximately $105 million in revenue, selling 1,638 Bitcoin at a price of $63,957, reducing its holdings to 842,138 BTC, and spending $81.2 million to repurchase 912,143 shares of STRC preferred stock.

Japanese listed company Metaplanet did not purchase Bitcoin last week, marking the third consecutive week without any Bitcoin purchases.

In addition, five other companies purchased Bitcoin last week. Ethereum asset company Bitmine announced on July 27 that it purchased 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 208 BTC; asset management company Strive announced on August 3 that it spent $1.26 million to purchase 20 Bitcoin at a price of $63,191, bringing its total holdings to approximately 20,020 BTC; Brazilian Bitcoin company OrangeBTC announced on August 3 that it spent $1.9933 million to purchase 30 Bitcoin at a price of $66,443, bringing its total holdings to 3,948 BTC; UK Bitcoin company The Smarter Web Company announced on August 3 that it invested $750,000 to purchase 11.89 Bitcoin at a price of $63,328, bringing its total holdings to 2,712 BTC; French Bitcoin company Capital B announced on August 3 that it purchased 1 Bitcoin at a price of $64,601.90, bringing its total holdings to 3,140 BTC.

As of press time, global listed companies (excluding mining companies) covered in the statistics hold a combined total of 1,138,643 Bitcoin, a decrease of 0.07% compared to last week, with a current market value of approximately $71.42 billion, accounting for 5.7% of Bitcoin's circulating market capitalization.

Odaily News: Stablecoin issuer Circle has announced the acquisition of nearly 1,000 blockchain-related patents from IBM. Circle has characterized the acquisition as a key step in "advancing global internet-native financial infrastructure," and the company's stock rose approximately 2% following the announcement.

However, analysts remain cautious about the acquisition. IBM's own blockchain business has largely been deemed a failure, with its patent portfolio reflecting patent filing strategies more than genuine technological innovation. There are concerns that Circle may use these patents to file lawsuits against competitors, charge patent licensing fees, or pressure startups, and it is also possible that Circle could transfer them to patent trolls for extortionate enforcement. (Fortune)

Odaily News Eric Trump, son of Donald Trump, stated that the company's Bitcoin mining firm American Bitcoin (ABTC) achieved its strongest Bitcoin production performance since its inception in Q2 2026, with the company's Bitcoin reserves now grown to approximately 8,300 BTC. Eric Trump shared data showing ABTC's key metrics at the end of Q2 are as follows:

BTC Reserves: Approximately 8,002 BTC, up 14% quarter-over-quarter

Quarterly Mining Output: 932 BTC, up 14% quarter-over-quarter

Satoshis Per Share: 10,989 sats, up 11% quarter-over-quarter

Mining Revenue: Approximately $67 million, up 8% quarter-over-quarter

He noted that the company has maintained a gross margin of approximately 49% or above every quarter since its founding, and in Q2, selling, general, and administrative expenses (SG&A) accounted for only about 11% of revenue, sustaining an industry-leading low-cost structure.

Eric Trump stated that despite pressure in the digital asset market, ABTC still delivered a strong quarterly performance. The company has now become the 16th largest publicly listed Bitcoin-holding entity globally and has achieved rapid expansion just 11 months after going public.

The Hut 8 team has also been involved in building ABTC's related operations. The company previously disclosed that it is working to create a publicly listed company model centered on BTC asset accumulation by expanding its Bitcoin reserves and improving mining efficiency.

Odaily News: X user Gali posted that SPCX's current trend "will be a crazy opportunity," believing it is the right time to buy, and attached a chart of SPCX's stock price movement.

In response, Musk reposted and said, "I think so too," publicly agreeing that now is a buying opportunity for SPCX.

Odaily Planet Daily News SpaceX (SPCX) will release its Q2 2026 earnings report after the U.S. stock market closes on Tuesday. This is the company's first quarterly performance disclosure since its IPO in June. The market will use this report to evaluate the actual performance of its three major businesses—rocket launches, satellite internet, and artificial intelligence—and determine whether the current high valuation can be supported by revenue growth and returns on AI investment. Cantor Fitzgerald analyst Colin Canfield previously stated that the first quarterly report may see "extreme expectation deviations," meaning there could be significant discrepancies between actual results and market forecasts. According to FactSet data, the market expects SpaceX to report Q2 revenue of approximately $6.88 billion, with a loss per share of 23 cents; it also projects quarterly EBITDA of approximately $2.1 billion, full-year revenue of approximately $39 billion, and EBITDA of approximately $17.3 billion. (Jin Shi)