下周必关注｜杰克逊霍尔央行年会召开；英伟达公布Q2财报（8.24-8.30）
- 核心观点：未来一周（8月24日至30日）是区块链行业的关键节点，多链网络升级、多家中心化交易所（CEX）运营调整及重要宏观事件密集落地，Hyperliquid推出的AQAv2稳定币收益机制或将为HYPE代币带来每年约2亿美元的回购支撑。
- 关键要素：
- Hyperliquid AQAv2机制于8月26日启动，90%稳定币收益将用于回购和销毁HYPE代币，最高可带来约2亿美元年收入，Circle已完成44亿美元USDC跨链转移测试。
- 欧盟自8月25日起将白俄罗斯加密禁令扩大至所有MiCA服务提供商，并新增14家境外加密平台交易禁令，强化对俄制裁力度。
- BNB Chain于8月25日启动Pasteur硬分叉，通过BEP-675优化将测试网吞吐量从1237 TPS提升至2324 TPS，推动2026年下半年扩展目标。
- BitMart宣布有序停运，8月26日停止全部交易服务；BitMEX同日实施风险限额，为9月23日关闭做准备。
- Coinbase于8月26日暂停10种代币永续合约交易，包括MEME、SAND、BLUR等，剩余头寸自动结算。
- 宏观事件密集：杰克逊霍尔年会8月27日召开，美联储主席沃什次日演讲；韩国央行同日公布利率决议；英伟达发布Q2财报。
- DeFi Kingdoms的DFK Chain于8月28日停运，优先迁移用户资产至Avalanche C-Chain；EulerFinanceBot小程序8月27日关闭。
Key Events to Watch Next Week
August 26
- AQAv2 revenue-sharing mechanism expected to contribute $200 million annually to HYPE buybacks, launches August 26;
- BitMart to wind down operations in an orderly manner, ceasing all trading services on August 26;
- BitMEX to implement risk limits starting August 26;
August 27
- Jackson Hole central bank symposium kicks off; Warsh to deliver keynote on the second day;
- Bank of Korea to announce interest rate decision on August 27;
- NVIDIA to release Q2 earnings;
Other (Exact Dates TBD)
From August 24 to August 30, here are more details on notable industry events worth watching:
August 24
None
August 25
EU expands Belarus crypto ban to all MiCA service providers, effective August 25
Odaily News – The EU will prohibit Belarusian citizens and residents from owning, controlling, or managing MiCA-regulated crypto exchanges and other crypto service providers starting August 25. The measure appears in amendments to the EU sanctions framework adopted on Thursday, targeting Belarus's involvement in Russia's war against Ukraine. It extends restrictions previously limited to crypto wallets, accounts, or custody services to all crypto asset businesses as defined under MiCA, including operating trading platforms, crypto asset exchange, executing client orders, investment advice, and portfolio management. The decision took effect on July 24, with the expanded crypto provisions applying from August 25.
Earlier, following the end of the MiCA transitional period on July 1, the EU had already required unauthorized crypto firms to cease operations or face enforcement action. As part of the 21st round of sanctions against Russia adopted on Thursday, the EU also extended the trading ban to 14 offshore crypto service platforms and established a mechanism to prohibit transactions with foreign crypto service providers used by Russia to circumvent sanctions. (Cointelegraph)
BNB Chain to activate Pasteur hard fork on August 25
Odaily News – BNB Smart Chain (BSC) has announced that the Pasteur hard fork will go live on mainnet at 10:30 Beijing Time on August 25 (02:30 UTC on August 25). Node operators are required to upgrade to client version v1.7.7 in advance.
The upgrade includes three improvements — BEP-682, BEP-695, and BEP-675 — focusing on enhancing cross-chain security, validator governance mechanisms, and network throughput. Specifically, BEP-682 strengthens the BNB Chain cross-chain bridge validation mechanism, preventing permission bypass risks caused by duplicate counting of validator signatures and improving the security of cross-chain asset transfers. BEP-695 optimizes the validator key rotation mechanism, ensuring that old keys no longer retain management authority after exit, while also fixing potential vulnerabilities related to slashing and governance voting.
On the performance side, BEP-675 optimizes the block construction process, reducing time consumption from validators re-executing transactions. In BNB Chain's internal QANet test environment, the solution increased throughput from 1,237 TPS to 2,324 TPS, and, while maintaining the 450ms block time and 100 million Gas block limit unchanged, raised average block Gas usage from 46.35 million to 84.15 million.
BNB Chain stated that this upgrade is primarily aimed at validators and block builders, designed to provide greater capacity during network peak periods and advance the throughput expansion goals outlined in BNB Chain's roadmap for H2 2026.
Conflux Network to undergo v3.1.0 network hard fork upgrade on August 25
Odaily News – Conflux Network has announced that the v3.1.0 network hard fork upgrade will introduce several network improvements, including EVM compatibility updates, bug fixes, RPC changes, and security enhancements. CIP-173 is expected to be activated on August 26.
Odaily News – Binance will suspend token deposits and withdrawals on the Conflux Network (CFX) at 07:00 (UTC+8) on August 25, 2026 to support its network upgrade and hard fork. The network upgrade and hard fork are expected to take place at 08:00 (UTC+8) on August 25, 2026.
August 26
Odaily News – Hyperliquid's AQAv2 stablecoin model protocol, which previously received support from 19 of 26 validators, is expected to officially begin revenue accrual on August 26. Circle has transferred approximately $4.4 billion in USDC to Coinbase via the AQAv2 mechanism on HyperEVM, setting a record for the largest single USDC transfer on HyperEVM. The first revenue payment is expected to enter the Assistance Fund on October 3. AQAv2 (Aligned Quote Asset v2) was unveiled by Hyperliquid in May this year, allowing stablecoins not exclusively issued by Hyperliquid, including USDC, to qualify for "Aligned" status. According to public information, AQAv2 returns the majority of stablecoin revenue to the Hyperliquid ecosystem, with 90% of the revenue allocated to related mechanisms, subsequently 100% used for HYPE token buybacks and burns. Coinbase has been designated as the capital deployment party, with Circle responsible for technical deployment, and both parties will also stake HYPE to participate in the mechanism. The mechanism previously required stablecoins to be Hyperliquid-exclusive assets; AQAv2 removes this restriction and focuses applications on HIP-4 standardized markets and perpetual contract markets operated by validators. AQAv2 is expected to generate up to approximately $200 million in revenue, with token value capture realized through the HYPE buyback and burn mechanism.
BitMart to wind down operations in an orderly manner, ceasing all trading services on August 26
Odaily News – BitMart announced on X that, after careful evaluation of its operational status, market environment, and future strategic direction, it has decided to wind down its trading platform operations in an orderly manner. New registrations, deposits, and new trading orders will be suspended starting from 01:30 UTC on July 26, 2026; all trading services will cease at 01:00 UTC on August 26, 2026; and platform operations will officially terminate at 15:59 UTC on January 31, 2027. Withdrawal services will remain available.
BitMart also advised all users to close positions, complete KYC, and withdraw assets as early as possible.
BitMEX to implement risk limits starting August 26
Odaily News – BitMEX will officially shut down on September 23. The exchange will implement risk limits starting August 26 to prevent users from opening new positions (position reductions only).
Coinbase to suspend perpetual futures trading for MEME and 9 other tokens on August 26
Odaily News – Coinbase will suspend trading for the following perpetual futures around 21:00 on August 26: Memecoin (MEME-PERP), The Sandbox (SAND-PERP), Moonbirds (BIRB-PERP), Blur (BLUR-PERP), Katana (KAT-PERP), SPX6900 (SPX-PERP), ZORA (ZORA-PERP), Axie Infinity (AXS-PERP), Gensyn (AI-PERP), and LayerZero (ZRO-PERP). At that time, remaining open positions will be automatically settled at a final settlement price equal to the average index price over the 60 minutes preceding the trading suspension, with the funding rate for the last funding period set to zero.
August 27
Jackson Hole central bank symposium begins; Warsh to deliver keynote on August 28
Odaily News – The Jackson Hole Global Central Bank Symposium will be held from August 27-29. Federal Reserve Chair Warsh will deliver his first keynote address at the symposium on August 28 (Friday) at 22:00 Beijing Time.
Bank of Korea to announce rate decision on August 27
Odaily News – The Bank of Korea will announce its interest rate decision on Thursday, August 27 (Beijing Time).
Odaily News – NVIDIA will release its fiscal Q2 2027 earnings after market close on August 26 U.S. Eastern Time (early morning of August 27 Beijing Time).
First verdict in Bithumb erroneous Bitcoin transfer case expected August 27
Odaily News – A South Korean court will deliver the first-instance verdict on August 27 regarding Bithumb's erroneous Bitcoin transfer incident. The involved users are accused of selling the erroneously received BTC and holding approximately 194 million KRW in cash. Bithumb previously filed unjust enrichment lawsuits against 4 users, with the highest claim amount reaching approximately 500 million KRW. In February, Bithumb mistakenly credited KRW points as Bitcoin during an event reward distribution, subsequently initiating a recovery process, claiming that as of March 10, 99% of the 1,788 unrecovered BTC had been retrieved.
Permanent shutdown: EulerFinanceBot Telegram mini-app to cease service on August 27
Odaily News – According to Euler Labs monitoring, due to network maintenance, the EulerFinanceBot TAC Telegram mini-app will be permanently shut down on August 27. The team reminds users with remaining balances in the protocol to withdraw as soon as possible; after shutdown, the app and all its remaining funds will be inaccessible.
August 28
DeFi Kingdoms' DFK Chain to cease operations on August 28
Odaily News – According to DeFi Kingdoms, the Avalanche L1-based DFK Chain will cease operations on August 28. The team stated that priority will be given to completing the secure migration of player assets to Avalanche C-Chain, and plans to open an SDK to allow third-party developers to build on DeFi Kingdoms' systems, mechanics, and assets. More asset migration details will be announced in the coming weeks.
August 29
None
August 30
None
Other (Exact Dates TBD)
Odaily News – Arthur Hayes stated on X that the FLOP whitepaper has not yet been released, as the team is still communicating with stakeholders to ensure the final technical design and tokenomics plan are refined. The team previously announced it would gather more feedback, with a concise infographic containing tokenomics details expected to be released starting next week.
