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2026
TUE
08/04
15:41
伊朗考虑允许欧洲在霍尔木兹海峡清除水雷

Odaily News: According to Bloomberg, Iran is considering allowing European forces to clear mines in the Strait of Hormuz. (Jin10)

15:32
Telegram Says It Was Hit by "Takedown Extortion" Attack: Apple App Store Briefly Removed App Due to User-Implanted Violative Content

Odaily Planet Daily News Telegram founder and CEO Pavel Durov stated that Telegram was briefly removed from the App Store by Apple recently, after a user implanted illegal pornographic content in a public group. The app was restored within hours.

Durov said the attacker exploited a technical vulnerability to insert AI-modified illegal content into old messages within active groups, hiding the content by editing historical messages, making it difficult for regular group members to detect and report in time. This type of attack constitutes "takedown extortion," where attackers use automated accounts to implant violative content in public groups and report it to platforms like Apple, attempting to force group administrators to pay a ransom, or else exploit platform rules to get the community banned.

Durov added that Telegram continuously combats illegal content through mechanisms such as user reports, AI filtering, and content hashing. This incident is not a systemic issue with the platform, but rather a targeted attack exploiting rule loopholes. He also warned that Apple's removal of the app without prior contact with Telegram could pose a risk to all mobile applications offering user-generated content (UGC), and platform developers need to strengthen their defenses against malicious reporting and "takedown attacks."

15:23
Kobeissi: Tokenized U.S. Treasury Market on-chain Rises to $16.2 Billion, Investors Leverage DeFi to Amplify Yields

Odaily News: Market research firm The Kobeissi Letter reports that on-chain investors are accelerating their allocation to tokenized U.S. Treasuries. Data shows that the total market value of on-chain U.S. Treasury funds has reached a new all-time high of $16.2 billion, representing a growth of approximately 77% since the start of the year.

Kobeissi attributes this growth primarily to investors seeking on-chain yield opportunities. An increasing number of users are using tokenized Treasuries as collateral to borrow stablecoins, then deploying those funds into DeFi strategies to capture additional returns. Some on-chain platforms support looping mechanisms through lending protocols, where users repeatedly pledge assets, borrow stablecoins, and redeploy capital, which in some cases can boost annualized yields to over 10%.

As traditional financial assets continue to migrate on-chain, tokenized U.S. Treasuries are becoming a key component of on-chain financial infrastructure and could emerge as one of the core assets in the future on-chain capital market.

15:18
Over 1,800 BTC Stolen, Coinkite CTO Allegedly Ignored RNG Code Warnings a Year in Advance
Odaily Planet Daily reported that Bitcoin News posted on X platform, stating that new evidence suggests the anonymous account "switck," who wrote the LibNgU code, may actually be Peter Gray, Co-founder and CTO of Coinkite. This code is at the center of the COLDCARD entropy failure incident. Researchers claim that Gray's GPG key signed dozens of commits by switck, and other identifiers appear to link the two identities together. Bitcoin developer James O'Beirne stated that he had warned Coinkite in May 2025 that the RNG implementation of LibNgU looked suspicious and recommended removing it, but he said the other party responded that if there were issues, they would have already been discovered. Screenshots also show that as early as April 2021, users had already raised questions about the LibNgU rewrite. If these findings are accurate, it means that the engineer who introduced the code was later linked to the theft of over 1,800 BTC, and had received direct warnings about the RNG implementation more than a year before the vulnerability was publicly disclosed.
15:17
Analysis: $63,000 Becomes the Key Battleground for Bitcoin Bulls and Bears and a Critical Market Support Level

According to Glassnode data reported by Odaily, the $63,000 level is emerging as a key support and battleground zone for Bitcoin (BTC) in the current market. Over the past few weeks, Bitcoin has continued to trade within the $60,000 to $67,000 range, with over 3% of BTC's circulating supply—approximately 515,000 BTC—having a cost basis concentrated near $63,000. Additionally, more than 362,000 BTC is concentrated in the $61,000 area. Glassnode notes that only the $78,000 to $82,000 range currently has a higher supply density than this zone, corresponding to Bitcoin's May cyclical peak.

Furthermore, Bitcoin's current price nearly coincides with the 200-week moving average. Glassnode data shows that the 200-week MA currently stands at approximately $63,657, while BTC's price is around $63,822, indicating significant historical accumulation and strong cost support in this area.

Looking at the 30-day cumulative Accumulation Trend Score, all types of investors are currently in a net accumulation state, with retail buying momentum being the most pronounced. Meanwhile, whale addresses holding more than 1,000 BTC continue to increase their positions, suggesting that long-term capital is still positioning itself. The $63,000 level has become a critical price band in Bitcoin's short-term market structure, and investor accumulation behavior may provide important reference for future price movements. (CoinDesk)

15:05
Jensen Huang announced that NVIDIA is launching Alpamayo 2 Super to accelerate the development of autonomous driving AI

Odaily News: NVIDIA CEO Jensen Huang announced on X that the company is launching Alpamayo 2 Super, a cutting-edge open reasoning model designed for the autonomous driving sector. He stated that the next phase of AI development will shift focus from software intelligence to robotics, and autonomous vehicles will become a key gateway to the era of robotics.

Huang noted that Alpamayo 2 Super can not only "see" the road environment but also understand and reason about complex scenarios, thinking before taking action. It can serve as the core AI model for robotaxis, autonomous trucks, shuttle buses, delivery vehicles, agricultural robots, and future large-scale mobile robot systems.

It is reported that NVIDIA is making the model available for commercial use under the OpenMDW-1.1 license, allowing developers and enterprises to research, fine-tune, and deploy it. Huang stated that open models will help enhance the safety and reliability of autonomous driving systems.

15:04
Grant wallet sent 1 hyperliquid:native to a wallet associated with Kinetiq_xyz
Odaily News: According to HyperliquidNews monitoring, Grant wallet sent 1 hyperliquid:native to a wallet linked to Kinetiq_xyz.
15:01
Coldcard vulnerability investigation escalates: At least 15 attackers identified, a single victim's findings reveal 12 BTC stolen

Odaily Planet Daily News Galaxy Digital Head of Research Alex Thorn stated that based on new victim reports received following the incident, the number of attackers exploiting the Coldcard vulnerability has reached at least 15.

Thorn noted that information provided by victims helped the research team uncover previously unidentified attack activity. Unlike thefts from centralized exchanges, correlations between the attackers in this vulnerability exploit require confirmation through on-chain analysis and victim feedback.

He added that a single victim reporting less than 1 BTC stolen helped the team discover a previously unknown attack, which siphoned approximately 12 BTC from 126 addresses.

According to Galaxy Research's earlier estimates, the Coldcard vulnerability has led to at least three rounds of attacks, with losses amounting to approximately $100 million in BTC. Additionally, Galaxy has identified a suspected fourth round of attacks, which could bring total losses to approximately $130 million.

Meanwhile, the incident has also sparked discussions regarding the security of Bitcoin self-custody. Dragonfly Managing Partner Haseeb Qureshi stated that "AI security hardening costing around $2" could potentially have prevented this vulnerability, and noted that some AI models were able to rediscover related vulnerabilities within a relatively short timeframe. However, industry insiders pointed out that current claims about the speed of AI discovering vulnerabilities lack rigorous blind testing and verification.

Researchers believe that as AI model capabilities improve, the costs of vulnerability discovery and attacks in the crypto industry may continue to decline, requiring wallet developers to further strengthen code audits and security protections. (Cointelegraph)

14:53
Michael Saylor: BIP-110 Support Rate Only 2.70%, 55% Voluntary Threshold No Longer Reachable
Odaily News: Michael Saylor stated on the X platform that at block height 961,022, BIP-110 received 38 signals, accounting for 2.70%, making its 55% voluntary threshold unreachable. At block height 961,632, BIP-110 nodes will reject blocks that do not emit signals. Unless major miners change their stance, Bitcoin will continue to operate normally, while BIP-110 will stall or fork into an insignificant state. Its supporters should stop pushing forward.
14:52
Coldcard: Current Firmware Will Not Permanently Brick Devices
Odaily News: Coldcard posted on the X platform stating that the claim that "the current firmware causes Coldcard devices to be permanently bricked" is inaccurate. If a device encounters a TRNG fault, users simply need to perform a power cycle—removing all power completely and then restarting the device. This fault state is volatile and is not written to the device's flash memory. The system handles it in a "safe-fail" manner, which will not cause permanent damage to the device. Coldcard reminded users to continue following the previously provided security recommendations to manage related risks and noted that a fix is currently being developed.
14:42
HyperFoundation unstaked 50,000 hyperliquid:native, valued at $2.762 million
Odaily News: According to HyperliquidNews monitoring, HyperFoundation unstaked 50,000 hyperliquid:native, valued at $2.762 million.
14:35
Data: Polymarket hits 43.1 million monthly visits, on-chain prediction markets becoming a key information platform

Odaily News, 1confirmation founder Nick Tomaino posted on X, stating that beyond media coverage, there are several notable trends in Polymarket's development.

Over the past month, Polymarket's website recorded 43.1 million visits (Similarweb data), surpassing the combined visits of FanDuel, DraftKings, and Kalshi, making it one of the highest-traffic fintech applications globally—all while spending only a fraction of the marketing budget of many leading fintech and prediction platforms.

Nick Tomaino believes that Polymarket's growth primarily stems from its value as an "information source," with users leveraging prediction markets to gain deeper insights into real-world events. Polymarket has currently established a leading position in the on-chain prediction market space, and the transparency and global accessibility enabled by its on-chain architecture are key to driving prediction markets toward "better information and more accurate understanding of reality."

Additionally, he pointed out that Polymarket's U.S. app is still in its early stages, but the product and commercialization are gradually maturing and beginning to enter a phase of rapid growth.

14:31
AI computing race intensifies: Blackstone plans over $36 billion financing package for Anthropic

Odaily News: Blackstone Inc. is in preliminary discussions with investors to evaluate the feasibility of raising a second massive debt financing round for Anthropic, aimed at supporting its plan to procure Google AI chips.

This financing plan reflects how AI companies are leveraging large-scale capital operations to secure computing resources. As demand for large model training and inference continues to grow, AI firms are seeking new financing methods to support the construction of expensive computing infrastructure. Sources familiar with the matter have revealed that a preliminary proposal previously put forward by Blackstone is valued at least $36 billion. The size and structure of the financing, as well as whether Blackstone will ultimately lead the deal, remain under discussion, and details may still change. (Bloomberg)

14:27
Single-day net inflow of $102 million, with Bitcoin ETF and Ethereum ETF fund flows moving in opposite directions

Odaily News: Lookonchain posted on the X platform that as of August 4: Bitcoin ETFs saw a net inflow of 1,600 BTC (approximately $102 million) on the day, and a 7-day net inflow of 1,241 BTC (approximately $79.36 million). Ethereum ETFs recorded a net outflow of 6,558 ETH (approximately $12.27 million) on the day, and a 7-day net outflow of 16,300 ETH (approximately $30.44 million).

14:25
Sharplink earned 417 ETH in Ethereum staking rewards last week, bringing cumulative rewards to 24,755 ETH

Odaily News: Sharplink, an Ethereum treasury company, announced on X that since launching its ETH treasury strategy, the company's cumulative Ethereum staking rewards have reached 24,755 ETH. Additionally, the company earned 417 ETH in Ethereum staking rewards last week.

14:25
Fee rates have been reduced, and Deribit's adjusted fee schedule has taken effect this month
Odaily News, Greeks.live Research Institute's Adam posted on the X platform, stating that Deribit's adjusted fee schedule has taken effect this month, and institutionalization is expected to become more pronounced moving forward. Overall fee rates have decreased, particularly the cap for deep out-of-the-money options for large traders, which has dropped significantly. Liquidity for deep out-of-the-money options is expected to improve, and activity in daily options is likely to increase. Spot trading will now incur transaction fees in the future, and the rates are not low.