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Bitgo CEO deposits ~$6.3M in BTC, challenges Claude to move the funds

: Bitgo CEO Mike Belshe deposited 100 BTC into a public Bitcoin address on August 1, worth approximately $6.3 million at the time, and invited Anthropic's Claude model to attempt to move the funds out of the address. On-chain records show the wallet received the funds on July 31, and the balance had not been transferred out as of August 2. Anthropic previously disclosed that during 141,006 cybersecurity assessment runs, 3 incidents were found, with 6 evaluation sessions involving 3 models inadvertently interacting with real organizational systems. The models involved include Claude Opus 4.7, Claude Mythos 5, and an unreleased internal research model. The cause was a configuration error by third-party testing partner Irregular, which led to the test environment being connected to the internet. Anthropic stated that Claude Opus 4.7, during one evaluation, located a real website with the same name as a simulated company, exploited weak passwords and exposed services to recover infrastructure credentials, and accessed a production database containing hundreds of records. The company said the model was attempting to complete assigned tasks, not actively breaking constraints or pursuing independent goals. Belshe's challenge involves Bitgo's institutional custody platform, which uses multi-signature or multi-party computation technology to distribute signing authority across multiple independent keys. As of August 2, Anthropic had not publicly responded to the challenge.

Analysts: US-Japan Joint Intervention Raises Risks for Yen Short Sellers, but Sustained Yen Appreciation Still Needs Fundamental Support

: Multiple market analysts have stated that after the US joined Japan in intervening in the yen, shorting the yen now carries higher risks.Analysts pointed out that the joint US-Japan action has enhanced the credibility of the authorities' efforts to stabilize the yen, making it more difficult for the market to persistently bet against the currency. However, relying solely on currency intervention is unlikely to change long-term trends. Sustained yen strength will still require fundamental support, such as further policy tightening by the Bank of Japan, a decline in US yields, or an improvement in Japan's fiscal outlook. Some analysts believe that a stronger yen could put pressure on Japan's export-dependent companies and stock market, while if the intervention falls short of expectations, it could also raise concerns about further yen depreciation. (Bloomberg)

Coldcard security incident loses 1,359.882 BTC, attacker address receives 10% coin-mixing offer

Odaily News: In the Coldcard security incident involving hardware wallet company Coinkite, the amount of stolen bitcoin has risen to approximately 1,359.882 BTC. According to statistics from the Coldcard Sweep Watch dashboard, most of the identified bitcoin remains in a small number of addresses controlled by the attacker. On August 1, one of the attacker's holding addresses received a transaction containing an OP_RETURN message. The message publicly offered a 10% fee for "washing" bitcoin, KYC assistance, and withdrawal services for stolen funds, along with a Telegram contact. Coinkite has released an urgent firmware update to fix the weak random number generation issue that caused the original vulnerability. The company stated that the new firmware only protects wallets created in the future and cannot fix seeds already generated on affected versions. Some users have reported that after installing the update, their devices remain stuck on an error screen, fail to boot, or appear bricked. This mainly affects Mk4 and Q devices, though some Mk3 users have also reported similar issues. As of August 2, Coinkite has not publicly confirmed a widespread firmware defect.

Coldcard Vulnerability Causes User Losses Exceeding $88 Million, Coinkite May Face Class Action Lawsuit

Odaily News: Coinkite, the company behind hardware wallet Coldcard, may face legal action from users who collectively lost over 1,300 BTC — valued at more than $88 million — due to a vulnerability in the mnemonic generator of certain models. Thomas Braziel, founder and managing partner of 117 Partners, is investigating product liability claims and potential class action lawsuits against Coinkite, while coordinating efforts to collect information from victims worldwide. Brazilian Bitcoin advocate Felipe Ojeda has filed a police report and will file a complaint against the company in Brazil. Cris Carrascosa, CEO of ATH21, stated that Coinkite does not assume custodial responsibility for user funds tied to its products, and any lawsuit would need to prove that Coldcard could have foreseen the attack. Ana Ojeda, head of institutional business development at Blend, noted that victims do not have an automatic right to full recovery of funds, but an investigation into liability issues can be pursued.

Hyperliquid News: 7-Day TWAP Orders Now Live on August 1

Odaily News: HyperliquidNews announced on X that the 7-day (168-hour) TWAP orders went live at 09:00 UTC on August 1.

Strategy holds 843,775 BTC, Michael Saylor's post sparks accumulation expectations

On August 2, Strategy Executive Chairman Michael Saylor posted "Bitcoin Drive engaged" along with a chart tracking the company's Bitcoin reserves. The chart shows that Strategy holds 843,775 BTC, with a market value of approximately $53.25 billion, an average cost of $75,653 per coin, and an unrealized loss of $10.58 billion. Strategy's real-time ledger shows that the company has had a total of 116 disclosed treasury events, purchasing 843,775 BTC for approximately $63.69 billion, at an average price of $75,476 per coin. The ledger also shows that Strategy recently sold a total of 3,588 BTC in two transactions—1,363 and 2,225 coins respectively—reducing its holdings from 847,363 to 843,775 BTC. Strategy disclosed in an SEC filing that the BTC sales were used to pay preferred stock distributions and replenish dollar reserves. Recent disclosures also show that the company did not purchase BTC during the week ending July 26, and increased its dollar reserves to approximately $3.75 billion, enough to cover about 2.1 years of preferred stock dividends and debt interest.

Serenity: AI Data Center InP Laser Supply Gap May Exceed Memory Chips, Highlighting the Value of Optical Communication Bottlenecks

Odaily News, "White-Haired Stock God" Serenity stated that Lumentum CEO Michael Hurlston has issued a warning that the indium phosphide (InP) laser supply chain for AI data centers is facing a more severe supply gap than memory chips. Even with Lumentum's five InP wafer fabs, product shipments could still fall more than 30% short of customer demand, indicating that AI infrastructure expansion is encountering a critical bottleneck in key optical communication components.Serenity pointed out that current supply pressure is mainly concentrated in the EML (electro-absorption modulated laser) segment, but the InP laser shortage could continue to spread. He remains bullish on the "bottleneck investment" opportunities in the optical communication laser supply chain, keeping an eye on companies including Applied Optoelectronics (AAOI), Sivers Semiconductors (SIVE), Lumentum (LITE), and Coherent (COHR). As AI data center capital expenditures continue to rise, optical modules, lasers, and other infrastructure segments that were previously undervalued by the market are now undergoing repricing, and the InP laser supply bottleneck could become a key limiting factor in the expansion of AI computing power.

Michael Saylor has once again released Bitcoin Tracker information, with potential disclosure of position changes next week

Odaily News: Michael Saylor, founder and Executive Chairman of the bitcoin treasury company Strategy, has once again published Bitcoin Tracker-related information. Based on previous patterns, Strategy typically discloses changes in its bitcoin holdings the day after such announcements.

Tom Lee: More institutions have voiced support for the CLARITY Act; the U.S. must avoid losing its leading position in digital finance

Odaily News, Tom Lee, Chairman of Bitmine, an Ethereum treasury company, said in a post on X that an increasing number of public institutions and major organizations have stepped forward to support the CLARITY Act. If the Act fails to pass smoothly, the U.S. could lose its leading edge in the digital finance sector and cede dominance to other countries. He also expressed that, as Ethereum marks its 11th anniversary, he looks forward to "exponential progress" for Ethereum over the next 11 years, continuing to drive growth in the digital asset and blockchain ecosystem.

Snap 将于 9 月 16 日举办专场活动,全面展示首款消费级 AR 眼镜 Specs

According to IT Home, Snap announced it will hold a dedicated event in Los Angeles, USA on September 16 to fully showcase its consumer-grade AR glasses Specs for the first time. CEO Evan Spiegel will personally introduce the device's functions and application scenarios. Specs opened for pre-order in June this year at a price of $2,195 (approximately 14,858 RMB), featuring dual Qualcomm Snapdragon processors, self-developed LCoS display technology, a 51-degree field of view, and AI real-time contextual assistance. It can operate independently without an external computing unit, with a mixed usage battery life of about 4 hours, extendable to 20 hours with the charging case.

Leopold responds to his fund's dismal July performance, apologizing to investors: "We let you down"

Odaily News: Affected by a sharp decline in artificial intelligence (AI)-related stocks, investment firm Situational Awareness suffered a severe drawdown in July, with the fund's net value falling 67% in a single month. Aschenbrenner previously gained attention for publishing the research report "Situational Awareness: The Decade Ahead" on AI development trends, which discussed topics such as AI capability advancement, industrial competition, and AI safety over the next decade. This significant fund drawdown also highlights the challenges facing AI-themed investing: even with a long-term bullish view on technological transformation, concentrated bets on a few high-growth tech assets can still lead to剧烈 short-term volatility.The fund's founder and AI researcher Leopold Aschenbrenner acknowledged that market performance in July fell far short of expectations and said in a letter to investors: "We let you down."The Situational Awareness fund previously attracted attention for its bets on long-term AI industry growth, with an investment strategy focused on AI infrastructure, AI chips, and related technology companies. However, the AI sector underwent significant adjustments in July, with high-valuation tech stocks facing sell-offs that dragged down the fund's performance.This drawdown reflects the high volatility risk within the AI investment boom. Although the market remains optimistic about the long-term development of artificial intelligence, some AI-related assets that had previously seen rapid valuation gains underwent noticeable corrections amid changes in interest rates, earnings expectations, and capital flows. (Cointelegraph)

$282 Million in Bitcoin and Litecoin Stolen in Trezor Impersonation Support Scam

Odaily News, January 10 - A Bitcoin and Litecoin holder provided a 12-word recovery phrase to attackers impersonating Trezor support personnel, resulting in the theft of approximately $282 million in assets, including about $139 million in Bitcoin and $153 million in Litecoin. Blockchain forensics firm ZeroShadow stated that the incident stemmed from a social engineering attack, not a compromise of wallet software or private key infrastructure. The stolen funds were split via the THORChain cross-chain bridge within minutes and converted into Monero through instant exchange services. ZeroShadow's monitoring team flagged and froze approximately $700,000 in funds within 20 minutes. Under the BIP39 standard, a 12-word recovery phrase contains approximately 128 bits of entropy, while a 24-word phrase contains 256 bits of entropy. Chainalysis estimates that up to 23% of all mined Bitcoin is permanently inaccessible due to lost keys, involving millions of BTC, with causes including forgotten recovery phrases, damaged backups, and a lack of inheritance planning.

NVIDIA Releases Video Codec SDK 13.1: Introducing Zero-Copy Transcoding and Precise Frame Positioning Capabilities

Odaily News: NVIDIA has officially released Video Codec SDK 13.1, offering developers multiple video encoding and decoding upgrades, including AV1 layered reference mode, zero-copy transcoding architecture, precise frame-level search, enhanced hardware decode statistics, and a new Docker development environment, further improving performance and efficiency in AI video processing, streaming, and large-scale content distribution scenarios. On the decoding front, SDK 13.1 adds per-macroblock decode statistics for H.264/H.265 without requiring additional CPU parsing overhead.NVIDIA stated that as demand for high-quality video streaming, generative AI video tools, remote collaboration, and large-scale content distribution continues to grow, Video Codec SDK 13.1 will help developers build more efficient, lower-latency, and more scalable video processing pipelines.

OpenAI AI Model Achieves Mathematical Breakthrough: Releases Research Results on 10 Long-Standing Unsolved Problems in Cryptography, Quantum Computing, and More

Odaily News, OpenAI released research findings stating that its next-generation AI model, Astra, has made progress in mathematics and theoretical computer science, covering fields such as high-dimensional geometry, coding theory, group theory, quantum complexity, post-quantum cryptography, and extremal combinatorics. The 10 results published cover: the high-dimensional sphere packing problem, binary and spherical coding problems, non-sofic group problems, Connes rigidity conjecture, arithmetic circuit complexity problems, quantum parallel repetition problems, the closest vector problem, Ehrhart volume conjecture, multicolor Ramsey number problems, and extremal graph theory conjectures.According to reports, these results were derived by an internal version of the Astra model, with the computational cost of finding solutions amounting to approximately $2,000 (calculated based on Sol API pricing). Subsequently, human researchers used the same model to help compile the results into papers and generated verifiable proof certificates through the Lean formal proof system.

National Supercomputing Internet launches DeepSeek-V4-Flash API, available for one-click access and invocation

The National Supercomputing Internet has officially launched the DeepSeek-V4-Flash-0731 model API calling service and model files. This version has undergone extensive post-training, significantly enhancing agent and instruction-following capabilities, with performance in multiple benchmark tests rivaling the strongest closed-source models. Enterprises and developers require no environment configuration and can invoke the service with one-click access. The platform's AI community has aggregated more than 1,700 open-source large models and has become the nation's first 100,000-card-level super-intelligence converged computing power resource pool.

特朗普关联财务公司 ALT5 Sigma 转移近亿美元 WLFI

据链上分析师 Onchain Lens(@OnchainLens)监测,与特朗普家族支持的 World Liberty Financial 相关联的财务公司 ALT5 Sigma 将 18.15 亿枚 $WLFI(约 9977 万美元)转移至一个新地址。转移后,ALT5 Sigma 仍持有 50.9 亿枚 $WLFI,价值约 2.82 亿美元。

South Korean police arrested over 5,200 drug suspects in the first half of the year and will strengthen crackdowns on online and foreign-related drug crimes in the second half.

According to Yonhap News Agency, data released by the National Investigation Headquarters of the Korean National Police Agency shows that during the concentrated crackdown campaign in the first half of this year (March to June), a total of 5,203 drug suspects were caught and 1,039 were detained, representing a year-on-year increase of 1.8% and 7.8% respectively. Among them, suspects involved in online drug transactions reached 2,178, accounting for 41.9% of the total number of suspects caught, an increase of 300 people compared to the same period last year; there were 848 foreign nationals involved in drug-related activities, an increase of 114 people year-on-year, with supply-related crimes accounting for up to 47.2%. During this period, the police also successfully extradited Philippine drug lord Park Wang-yeol and recovered criminal proceeds of 3.84 billion Korean won. In the second half of the year (August to December), the police will focus on strengthening crackdowns on drug sales channels on social platforms such as Telegram, and establish a 41-member special tracking team for virtual assets, while jointly strengthening efforts to crack down on drug crimes involving foreign personnel with international law enforcement agencies.

OpenAI: ChatGPT Global Active Users Surpass 1 Billion, Enterprise Customers Exceed 2 Million

Odaily News: OpenAI announced that as of the end of July, ChatGPT's global active users surpassed 1 billion, and the number of enterprise customers exceeded 2 million.Data shows that ChatGPT gained over 1 million registered users within just 5 days of its launch, after which its user base grew rapidly, surpassing 200 million, 500 million, and 800 million users in August 2024, August 2025, and October 2025, respectively. OpenAI had previously projected internally that its user count would exceed 1 billion by the end of last year, but growth subsequently stalled, with the addition of 100 million new users taking about 5 months.OpenAI is bolstering its service competitiveness through GPT-5.6 Sol, the agent tool ChatGPT Work, as well as the lower-priced models GPT-5.6 Terra and GPT-5.6 Luna. OpenAI is also advancing the Stargate project in the U.S. with Oracle and SoftBank, and building data centers in South Korea with Samsung and SK.

Central Bank: Improve Digital RMB Cross-Border Infrastructure, Advance RMB Cross-Border Payment System Construction

The People's Bank of China held a work conference for the second half of 2026. The conference emphasized steadily deepening financial reforms and opening-up. Cooperation on inter-central bank currency swaps and local currency settlement will be carried out actively and prudently. Support and facilitation will be provided for more overseas institutions to participate in the issuance of Panda bonds. The development of the offshore RMB market will be coordinated, supporting Shanghai in enhancing its cross-border finance and offshore financial service capabilities, and consolidating Hong Kong's status as an offshore RMB business hub. Reforms to facilitate cross-border trade and investment and financing will be deepened. Construction of the Cross-Border Interbank Payment System will be advanced, international cooperation on cross-border payments strengthened, and cross-border infrastructure for the digital RMB improved.

Galaxy Research Head: Coldcard attack ongoing, will update affected address count statistics

Odaily News, Galaxy Research Head Alex Thorn posted on X platform, stating that the attack targeting wallet addresses with weak random numbers generated by Coldcard is still ongoing. Users who still hold funds in Coldcard single-signature wallets should immediately migrate to secure addresses. New victim addresses and attacker addresses are continuously being added to the investigation database, and Galaxy Research plans to release updated statistics on the number of affected addresses.He noted that the previously identified waves 1, 2, and 3 of the attack exhibit clear programmatic characteristics, and the stolen BTC currently remains in the attacker's addresses without any transfers. However, in recent times, smaller-scale attackers have begun exploiting the vulnerability to steal funds and move them through peeling chains, cross-chain services, and other methods. It is certain that single-signature wallet addresses generated by Coldcard after the March 2021 firmware upgrade are all potentially at risk, and users should migrate funds as soon as possible.Previously reported, Galaxy Research has disclosed that the Coldcard vulnerability attack has affected approximately 1,367.05 BTC (approximately $88.6 million), involving around 4,585 addresses.