Odaily News: According to SoSoValue data, yesterday (August 7, Eastern Time) Bitcoin spot ETFs saw a total net inflow of $98.8453 million.
The Bitcoin spot ETF with the highest single-day net inflow yesterday was Blackrock's ETF IBIT, with a net inflow of $86.7064 million. To date, IBIT's historical total net inflow has reached $61.175 billion.
Next was Fidelity's ETF FBTC, with a single-day net inflow of $40.9544 million. To date, FBTC's historical total net inflow has reached $10.036 billion.
The Bitcoin spot ETF with the largest single-day net outflow yesterday was Invesco and Galaxy Digital's ETF BTCO, with a net outflow of $19.3722 million. To date, BTCO's historical total net inflow has reached $152 million.
As of press time, the total net asset value of Bitcoin spot ETFs stands at $79.497 billion, with the ETF net asset ratio (market value as a percentage of Bitcoin's total market cap) at 6.1%. The historical cumulative net inflow has reached $52.178 billion.
Odaily星球日报讯 Bybit 今日宣布，已在美国哥伦比亚特区联邦地区法院正式对朝鲜（DPRK）、其侦察总局（RGB）以及 Lazarus Group 提起民事诉讼，追究该组织在 2025 年 2 月针对 Bybit 发动的大规模网络攻击的法律责任。
据悉，Bybit 已成功向法院申请初步禁令，冻结了被不明身份个人和实体（即“John Doe”被告）持有或转移的已识别被盗数字资产。法院在批准初步临时限制令时，将此事件描述为“历史上最大的加密货币盗窃案之一”，并认定 Bybit 在案件实质上“具有胜诉的可能性”。此次民事诉讼独立于美国执法部门的刑事调查，旨在为追回资产提供额外的司法途径。
在资产追回与全球协作方面，Bybit 联合区块链分析公司、多家交易所、托管机构及国际执法部门取得了显著成果。截至目前：
已成功追回约 4840 万美元的被盗资产；
已成功冻结约 3050 万美元的涉案资产（分布在超 28 家交易所和托管机构）。
上述努力也支持了更广泛的执法行动，打击被指用于洗白被盗资金的关键基础设施：德国当局已捣毁加密货币交易所 eXch；德国与瑞士当局其后又联合捣毁了混币平台 Cryptomixer.io，切断了转移非法所得的关键渠道。这些行动共同展现了私营部门与执法机构有效协作打击跨国网络犯罪的成效。
Bybit 联合创始人兼 CEO Ben Zhou 表示：“我们的核心目标从未改变：优先保护用户、尽最大努力追回资产，并确保幕后黑手受到法律制裁。Lazarus 的攻击不仅针对 Bybit，更是对整个加密行业信任底线的挑衅。我们将继续深化与执法机构、监管部门及法院的合作，让加密世界成为犯罪分子难以藏身的地方。”
Bybit 强调，将持续投资先进的区块链追踪技术，动用一切可用法律手段打击国家级黑客组织，推动建立更具韧性的数字资产生态系统。目前该民事诉讼仍在进行中。
Odaily News: At the "All Core Devs consensus call" held by the Ethereum community on August 6 (a biweekly meeting to discuss consensus-layer changes), Jerome introduced EIP-8363, a proposal aimed at introducing a decreasing burn mechanism for Ethereum. Once the staking ratio exceeds 50%, the staking incentive for validators would drop to zero.
However, other participants expressed concerns about the proposal's potential negative impact on small validator nodes and the risk of centralization. They also questioned the actual benefits for stakers and the complexity of implementation. As a result, the proposal was ultimately recommended for removal from consideration for inclusion in the Hegota upgrade. Jerome and other proposal authors were also advised to respond to all comments on the EIP thread on the Eth Magicians forum.
It is understood that EIP-8363 was submitted as a draft on August 4 in an attempt to meet the Hegota upgrade's non-core EIP submission window (deadline August 6), but it
triggered considerable controversy within the community regarding timing, its impact on staking/DeFi, and centralization risks. Public opposition came from figures across the Ethereum ecosystem, including SharpLink CEO Joseph Chalom, Aave founder Stani Kulechov, and Ether.fi founder Mike Silagadze.
Odaily星球日报讯 美国银行在闪迪（SanDisk）最新财报后重申买入评级，并维持 2500 美元目标价，较参考价格意味着约 85%上涨空间。美国银行认为，市场仍低估了闪迪盈利能力的持续性。虽然存储芯片长期具有周期属性，但 AI 数据中心需求、企业 SSD 增长以及长期供货协议正在改变 NAND 行业模式。
此外，美国银行还表示，闪迪 2027 财年 EPS 将增长至约 233.85 美元，并认为当前约 6 倍远期市盈率相比美光约 12 倍估值更具吸引力。（The Street）
Odaily News, August 7 — The Senate announced that the vote on the Clarity Act will be postponed to September. Senator Lummis, a supporter of the Clarity Act, stated on the X platform, "You can imagine how frustrated I am right now, given how long and hard I have worked for this bill. Someday I will have more to say, but for now, allow me to say this: we have come this far, and this is absolutely not the time to give up."
"I will not give up, because I deeply believe that this industry deserves to thrive under clear rules on American soil; consumers deserve to be protected from fraud and to have confidence in participating in our digital economy; and law enforcement should also have the necessary tools to hold bad actors accountable."
"The Clarity Act is the only path to achieving these goals. The status quo is flawed in every way, and I will not rest until we fix this broken system. I will continue to work with my colleagues to reach this goal — this fight is far from over."
Odaily News According to Bloomberg data, Asian companies raised over $83 billion in cumulative financing in July through IPOs, private placements, and block trades, setting a new single-month record. Among them, South Korean chip giant SK Hynix raised $26.5 billion through a U.S. listing, becoming the largest financing deal.
Equity financing activities in Asia remained active in August, with the Indian government selling shares in state-owned insurance giant LIC, raising $3.3 billion. Cathy Zhang, head of Morgan Stanley's Asia-Pacific ECM division, stated: "We remain bullish on the capital markets outlook for the second half of this year, especially in Hong Kong, mainland China, and Taiwan." She expects multiple deals exceeding $1 billion to launch in the coming months, primarily focused on consumer internet, industrial technology, and AI-related sectors. (Bloomberg)
Odaily星球日報訊 SK海力士股價近期出現回調，8月3日股價下跌8.79%，雖然隨後8月4日和5日分別小幅反彈0.64%和5.77%，但在8月6日股價又大跌10.37%，收於149.5萬韓元；8月7日進一步下跌4.88%，收報142.2萬韓元。
在市場波動加劇背景下，SK集團發布廣告引用創始人崔鐘賢（최종건）的名言：「絕望與希望是一枚硬幣的兩面，可以像翻轉手掌一樣將絕望轉變為希望」並將其改寫為：「AI時代的不安與期待也是硬幣的兩面，可以將不安轉變為期待」，藉此傳遞對AI產業長期發展的信心。
證券機構認為，短期股價波動並未改變SK海力士的基本面，市場應關注其HBM4技術領先優勢以及長期供貨協議（LTA）帶來的業績穩定性，其中：
1、現代汽車證券預計SK海力士第三季度DRAM和NAND比特增長率分別達到9.7%和1.5%，隨著HBM4銷售貢獻擴大，即使長期供貨協議佔比提升，DRAM平均售價（ASP）仍有望環比上漲19.9%。OpenAI、Anthropic等企業正在推進自建超大型AI數據中心，並計劃通過IPO融資投入相關建設，即使部分大型科技公司未來調整資本開支（Capex），也可能被其他AI基礎設施需求抵消。此外針對中國長鑫存儲（CXMT）帶來的競爭擔憂，考慮到美國持續強化半導體設備出口限制，以及美光擴大美國本土投資，蘋果等主要企業採用中國存儲芯片的可能性較低。
2、SK證券同樣看好SK海力士競爭優勢，認為憑藉HBM領域領先地位、與北美主要GPU企業的合作關係，以及AI驅動的LTA需求，SK海力士在市場中的位置依然穩固。目前HBM供需滿足率不足70%，長期供貨協議的核心價值在於通過客戶與供應商之間的「相互綁定結構」，確保利潤持續性和業績穩定性。隨著ADR上市等價值重估舉措推進，以及出售與鎧俠（Kioxia）相關SPC資產帶來的分紅收益，公司達到淨現金100萬億韓元目標的時間可能提前。未來股東回報政策逐步明確，將有助於市場重新認識LTA模式價值，並推動SK海力士估值進一步提升。（Daum）
Odaily星球日报讯 英伟达（NVDA）本周股价累计上涨超过 10%，费城半导体指数（SOX）同期上涨超过 8%。此前市场因担忧 AI 基础设施投资规模和芯片公司高估值，对半导体板块进行抛售，但近期情绪有所修复。
英伟达上涨部分受到 SpaceX 利好推动。马斯克在 SpaceX 首次财报电话会议上表示，公司未来将在地面和太空建设数据中心，并且将完全采用英伟达芯片。
与此同时，市场仍关注 HBM 内存供应压力。据 The Information 报道，英伟达正在测试降低 HBM 配置的 Rubin Ultra 芯片版本，以应对全球高带宽内存短缺。（Yahoo Finance）
