下周必关注｜CLARITY法案有望迎来参议院表决；SpaceX、Circle公布财报（8.3-8.9）
- 核心观点：下周（8月3日至9日）将成为加密及科技领域的关键节点，SpaceX、特朗普家族矿企American Bitcoin、Hut 8及Circle等机构密集发布二季度财报，同时SpaceX迎来首次股票解锁，美国7月非农报告和CLARITY Act表决等宏观与监管事件也集中落地。
- 关键要素：
- 8月3日：American Bitcoin盘前发布Q2财报并召开电话会议；DeFi追踪器Zapper及钱包Ctrl Wallet宣布关停；LayerZero弃用v1中继器。
- 8月4日：SpaceX发布2026年Q2财报；比特币矿企Hut 8公布业绩，市场关注其AI基础设施及数字资产持仓。
- 8月5日：Circle公布Q2财报，展示稳定币业务进展；宇树科技科创板IPO启动初步询价。
- 8月6日：SpaceX股票首次解锁，占总股本8%或最高达12%，后续8月21日至10月26日间另有五次各2.8%的解锁。
- 8月7日：美国劳工部公布7月非农报告，预测新增9万人；参议院需在休会前对CLARITY Act争取60票支持，众议院已以294:134通过。
- 8月8日：BIP-110强制信号发送启动，需监测老链与新链差异；XRP Ledger新版本xrpld 3.3.0下周发布，新增批量交易等五项功能。
- 监管动态：CLARITY Act合并道德条款，拟通过SEC与CFTC分工建立联邦规则，州总检察长可执行官员代币禁令。
Key Events Next Week
August 3
August 4
- SpaceX to release Q2 2026 earnings on August 4;
- Bitcoin miner Hut 8 to announce Q2 2026 results on August 4;
August 5
- Circle to announce Q2 earnings on August 5;
- Unitree Robotics: Initial inquiry date set for August 5, offline subscription on August 10;
August 6
August 7
- US to release July nonfarm payroll report at 20:30 on August 7;
- Trump weighs ethics counterproposal to CLARITY Act, Senate seeks 60 votes before August 7;
Below is a detailed rundown of notable events from August 3 to August 9.
August 3
Odaily News - American Bitcoin (ABTC), a bitcoin mining company associated with the Trump family, announced it will officially disclose its full Q2 results before the US market opens on August 3 (ET). At 8:30 AM that same morning, management will host a conference call and webcast to review key operational metrics, including quarterly mining output, bitcoin holdings, and operating revenue and expenses.
Zapper to fully shut down on August 3, website, mobile app, and API services to go offline
Odaily News - Seb Audet, CEO of DeFi portfolio tracker Zapper, announced that after nearly 7 years of operation, the company has decided to shut down entirely. All features, including the website, mobile app, and API services, will officially go offline on August 3. Founded in 2019, Zapper was once a leading portfolio tracking tool in the DeFi space, offering features such as liquidity pool monitoring, yield farming tracking, DEX aggregation, and NFT support. At its peak, the project boasted 2 million monthly active users and processed over $13 billion in transaction volume.
Zapper previously raised a $15 million Series A round led by Framework Ventures, with participation from investors including Mark Cuban. Seb Audet stated that after evaluating multiple options, the company concluded that an orderly shutdown was the best course of action.
Ctrl Wallet to cease operations on August 3, already delisted from app stores
Odaily News - Crypto wallet app Ctrl Wallet has announced it will cease operations on August 3. Ctrl Wallet has been removed from the App Store, Play Store, and browser extension stores. For users who have already installed the app, it will continue to function normally until August 2. Starting August 3, sending, receiving, swapping, and DApp connections within the app will no longer be available, with only export functionality supported.
LayerZero to deprecate relayers serving v1 on August 3
Odaily News - LayerZero will deprecate relayers serving v1 (ULNv2) on August 3. Teams using ULNv2 must re-anchor to ULNv301, otherwise message delivery will cease.
Upbit to delist AQT and AERGO tokens on August 3
Odaily News - South Korean crypto exchange Upbit will delist Alpha Quark (AQT) and Aergo (AERGO) on August 3. Upbit had previously designated AQT and AERGO as cautionary trading items on June 18. After review, the exchange determined that the issues had not been resolved and decided to terminate trading support.
August 4
SpaceX to release Q2 2026 earnings on August 4
Odaily News - SpaceX announced on X that it will release its Q2 2026 financial and operational results on August 4, 2026.
Bitcoin miner Hut 8 to announce Q2 2026 results on August 4
Odaily News - According to official sources, bitcoin miner Hut 8 has announced it will release its Q2 2026 financial results before the US market opens on August 4, 2026.
The company stated that it will hold an earnings conference call and webcast at 8:30 AM (ET) the same morning to present quarterly performance to investors and market participants, and discuss business developments.
The market will be closely watching Hut 8's latest progress in bitcoin mining capacity expansion, data center operations, AI infrastructure deployment, and digital asset holdings. As one of North America's major bitcoin mining companies, Hut 8 has been steadily transforming from a pure mining operation into a comprehensive digital infrastructure provider in recent years.
August 5
Circle to announce Q2 earnings on August 5
Odaily News - Circle Internet Group, Inc. announced it will release its Q2 2026 financial results on August 5, 2026. The company will host a live video webcast at 20:00 Beijing time on August 5 to discuss Q2 financial results and business progress.
Unitree Robotics: Initial inquiry date set for August 5, offline subscription on August 10
Odaily News - Unitree Robotics announced that its initial public offering of shares on the STAR Market will be conducted through a combination of strategic placement, offline issuance, and online issuance. The company plans to publicly offer 40,446,434 shares, representing 10% of the total post-offering share capital, which will be 404,464,340 shares. The initial inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a dual-class share structure in place, under which actual controller Wang Xingxing collectively controls 68.78% of voting rights.
August 6
SpaceX stock unlock wave enters countdown, first 8% to unlock on August 6
Odaily News - As SpaceX announced it will release Q2 2026 earnings on August 4, per the company's IPO prospectus, eligible internal shareholders' shares will begin unlocking two days after the release of Q2 2026 results.
This means the SpaceX stock unlock wave is also entering its countdown, with the first major unlock arriving on August 6. Early shares representing 8% of total share capital (20% of the early lock-up pool) will be unlocked. If the stock price rises 30% above the IPO price and meets that threshold on 5 out of 10 trading days, an additional 10% can be unlocked, bringing the maximum unlockable shares on August 6 to 12%.
In addition to August 6, ahead of SpaceX's Q3 2026 earnings release, further unlocks of 2.8% each are scheduled for August 21, September 10, September 25, October 12, and October 26.
August 7
US to release July nonfarm payroll report at 20:30 on August 7
Odaily News - The market focus next week will be the July nonfarm payroll report released on Friday, August 7, which includes the US July unemployment rate, seasonally adjusted nonfarm payroll employment, average hourly earnings year-over-year, and average hourly earnings month-over-month. Following a lackluster increase of 57,000 jobs in June, analysts forecast a modest improvement of 90,000 jobs for July.
Trump weighs ethics counterproposal to CLARITY Act, Senate seeks 60 votes before August 7
Odaily News - US President Donald Trump is weighing a bipartisan ethics counterproposal to the CLARITY Act, with Senate negotiators needing to finalize crypto conflict-of-interest rules before the August 7 recess. The bill aims to establish a federal regulatory framework for crypto companies by dividing responsibilities between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).
Republican Senator Thom Tillis and Democratic Senator Ruben Gallego submitted a state attorney general enforcement plan to the White House on July 29. The plan would allow state-level agencies to enforce a ban on federal officials issuing or sponsoring digital tokens, rather than leaving enforcement solely to the Department of Justice.
The US House of Representatives passed its version of the bill on July 17 with 294 votes in favor and 134 against, with more than 70 Democrats voting in support. The Senate has not yet held a floor vote; the bill requires 60 votes to pass, meaning at least 7 Democrats would need to vote in favor if all Republicans support it.
Musk: Grok 4.6 to be released around August 7
Odaily News - Musk stated that Grok 4.6 is expected to be released around August 7. This version will feature a 1.5 trillion parameter model and deliver significant improvements in supervised fine-tuning (SFT) and reinforcement learning (RL).
Grok 4.7 will follow in a few weeks, expected to use a 2.1 trillion parameter model. This version will surpass Grok 4.6 in all aspects, with the only shortfall being slightly slower inference speed, though token efficiency will be further improved.
August 8
Around August 8, BIP-110 forced signaling to begin
Odaily News - Bitcoin News stated on X that BIP-110 forced signaling will begin around August 8. Differences between the legacy chain and the BIP-110 chain can be tracked via the dashboard below.
August 9
No events scheduled
Others (Exact Timing TBD)
CLARITY may face full Senate floor vote next week
Odaily News - A new draft of the CLARITY Act has been released, merging the Senate Banking Committee and Agriculture Committee versions and incorporating ethics provisions for the first time. A motion to proceed is expected to be filed Monday or Tuesday, with a full floor vote possible during the week of August 3.
Coming next week, new XRP Ledger version xrpld 3.3.0 to feature five new capabilities
Odaily News - Jazzi Cooper, RippleX Product Lead, stated on X that the next version of XRP Ledger, xrpld 3.3.0, will be released next week, introducing five new features to validators: confidential MPT, batch transactions, delegated permissions, fee sponsorship and reserves, and dynamic MPT. Among these, the batch transactions and delegated permissions amendments were previously withdrawn urgently after security researchers discovered critical vulnerabilities. She noted that XRP Ledger already has the capability to support tokenized assets at scale, and this upgrade will further drive the adoption of these assets in global transfers, trading, collateralization, and settlement scenarios.
