News linked to this event type.
Odaily News: Goldman Sachs data shows that global hedge funds have increased their stock holdings for the second consecutive week, reversing the significant reduction in risk exposure seen in late July, indicating that institutional investors' risk appetite is warming up.The report shows that overall hedge fund trading activity has risen to its highest level in seven weeks, with long buying volume exceeding short selling volume at a ratio of 1.4:1. Meanwhile, single-stock trading has seen its first net buying in nearly a month, suggesting that fund managers are beginning to re-establish exposure to individual stocks.In terms of sector allocation, the materials sector has emerged as one of the areas with the strongest capital demand, experiencing the largest short-covering rally in nearly two years. Goldman Sachs noted that the recent improvement in market sentiment has led to the rapid unwinding of previously established short positions, further boosting related sector performance.Earlier, hedge funds significantly reduced their stock positions in late July due to concerns over economic growth, heightened market volatility, and policy uncertainty. This consecutive buying spree suggests that some institutions are once again betting on a rebound in risk assets.
Odaily News: Standard Chartered Bank's Head of Global Digital Assets Research, Geoff Kendrick, stated that as the tokenization of Real World Assets (RWA) accelerates, the price of Chainlink (LINK) tokens could rise to $200 by the end of 2030, representing an increase of over 25 times from its current level of approximately $8.In his latest report, Kendrick predicts that the scale of tokenized RWA will reach $4 trillion by the end of 2028. As more traditional assets are brought on-chain, the demand for secure and reliable off-chain data is expected to increase significantly, which could further boost Chainlink's fee revenue and drive up LINK's valuation.The report also projects that by the end of 2030, the scale of tokenized assets and crypto-native assets deployed in decentralized finance (DeFi) will grow approximately 37-fold to reach $2.7 trillion. Kendrick believes these assets require trusted data, cross-network interoperability, privacy-preserving compliance mechanisms, and integration with the existing financial system—infrastructure that Chainlink currently has the capability to provide.Demand for RWA tokenization has continued to grow recently. Data shows that trading volume of tokenized RWAs on decentralized exchanges (DEXs) hit an all-time high of $14.1 billion in July, up 19.5% month-over-month, driven primarily by public market assets such as tokenized stocks.Currently, Chainlink remains one of the largest decentralized oracle service providers in the crypto industry, with a Total Value Secured (TVS) of approximately $34.4 billion—significantly higher than second-ranked Chronicle's $7.36 billion.However, Kendrick also noted that the prediction of LINK reaching $200 still faces risks, including institutional tokenization projects progressing slower than expected, intensified competition from specialized oracle service providers, and potential technical issues. (Cointelegraph)
Odaily News: Fintech and crypto-friendly bank Revolut has announced that it has obtained a full banking license in France, marking its second full EU banking license after Lithuania. The license was granted following a joint review by the French Prudential Supervision and Resolution Authority (ACPR) and the European Central Bank, and was approved by the ECB's Governing Council. With this license, Revolut Bank S.A. can now offer a wider range of banking services in France, including loans, mortgages, and regulated savings products.France is Revolut's core market in Western Europe. Previously, the company conducted payment and financial services there under its Lithuanian license. Moving forward, it will gradually migrate its French operations to a local French entity and further expand into Germany, Ireland, Italy, Portugal, and Spain. Revolut stated that it has invested over EUR 1 billion in Western Europe in recent years, creating more than 600 new jobs, and plans to establish its Western European headquarters in Paris by 2027.The license comes with regulatory conditions. The European Central Bank may impose product restrictions on Revolut's new French operations. Drawing on the regulatory requirements previously applied to its Lithuanian entity, the rollout of loan and savings products could be subject to pacing constraints. This year, Revolut has continued to achieve regulatory breakthroughs globally, securing a UK banking license in March and an Australian banking license in July. The company's business now spans 40 markets, and its valuation stood at USD 115 billion following secondary stock trading in 2026. (Techfundingnews)
Odaily News - Trump Media is selling trading institutions early access to President Trump's Truth Social posts, with some institutions paying up to $1.2 million per year to get earlier insights into information that could impact market movements.The service is considered to have potential market value. Previously, Trump announced on Truth Social the cancellation of planned military strikes against Iran, and following the post, WTI crude oil prices fell approximately 5% in a single day, demonstrating that presidential statements can have a significant impact on financial markets.According to reports, the arrangement has raised concerns about information fairness in the market. Critics argue that if trading institutions can gain early access to presidential announcements that may affect market prices, it could create an information advantage and undermine fair competition among investors.Currently, Trump Media has not publicly disclosed the specific client base or the lead time of the service, but the model has already sparked discussions among regulators and market participants regarding the commercialization of political information and the risks of insider information.
Odaily News: Part of hardware wallet manufacturer Coldcard's firmware had a random number generation vulnerability in 2021, causing some mnemonic phrases generated by the devices to carry predictable risks. The vulnerability was only discovered years later, and by then approximately 5,200 addresses and around 2,000 BTC had been stolen, with losses totaling about $130 million. Following the incident, some investors turned to Wall Street custody products. U.S. spot Bitcoin ETFs saw net inflows of approximately $626 million within days of the event. ETF analyst Eric Balchunas noted that security incidents like this could further drive capital flows into ETFs. The Bitcoin core community continues to uphold the principle of self-custody. Casa co-founder Jameson Lopp said recent events should not weaken user confidence in self-custody, as third-party custody carries risks as well. Early Bitcoin Core developer Peter Todd stated that self-custody has a better long-term security track record than centralized institutions. Michael Tanguma, co-founder of Bitcoin custody platform Onramp, said both approaches have flaws: concentrating large amounts of assets in a single institution creates a "honey pot," while hardware wallets face risks related to supply chains, firmware, and random number generation. Michael Tanguma proposed a "multi-institution custody" approach, in which multiple regulated institutions each hold keys through a multi-signature mechanism, and any transaction requires joint signing by multiple institutions to reduce the risk of single points of failure. Critics argue that while multi-institution custody improves security, it also introduces permissioned management, which conflicts with the decentralized ideals Bitcoin originally pursued. As Bitcoin enters pension funds, trusts, and institutional asset allocation, the industry is seeking custody solutions suitable for long-term wealth management. How to strike a balance among security, decentralization, and usability remains a challenge facing the Bitcoin ecosystem.
据 CNBC 报道，OpenAI 表示，因担忧未发布模型 Astra 可能具备自主发起网络攻击的能力，公司已暂停部分内部活动，并加强高能力模型的隔离测试、监控与检测措施。与此同时，Meta、Anthropic 等机构近期也出现涉及 AI 系统的安全事件，推动美国与欧盟加快前沿模型监管与风险控制措施的制定。
The People's Bank of China proposed in the "People's Bank of China '15th Five-Year' Reform and Development Plan" to optimize financial infrastructure and the central bank service system, improve payment, treasury, and cash services, steadily develop the digital yuan, and promote the high-quality development of the credit reporting industry and strengthen anti-money laundering supervision, so as to support the building of a financial powerhouse and high-quality economic development. It will strengthen the governance foundation for the central bank's fulfillment of responsibilities and comprehensively advance the construction of a rule-of-law central bank and a digital central bank.
Odaily News: Citrini analyst jukan posted on X platform, stating that SK Group has reportedly asked the government to relax regulations on repeat listings in order to support the Nasdaq initial public offering of Solidigm, a NAND subsidiary of SK hynix.
According to The Wall Street Journal, affected by cost pressures from "chip inflation (Chipflation)" triggered by the artificial intelligence investment boom, Apple is turning its attention to domestic storage semiconductors. In response, a representative from the Securities Department of Changxin Technology stated: All information regarding the company's major external collaborations, capacity progress, etc., is primarily based on company announcements, prospectuses, and subsequent interim reports; as for DDR6 capacity planning, mass production progress, etc., due to information compliance management requirements, it is temporarily inconvenient to disclose externally.
据 The Guardian 报道，南澳大利亚州总理 Peter Malinauskas 于周一宣布成立人工智能皇家委员会，委员会将于 2026 年 10 月启动，并于 2027 年 7 月前提交报告。委员会将重点审查 AI 在教育、工业、公共卫生、艺术与文化等领域的影响、风险与机遇，并研究 AI 在学校及政府服务中的部署方式。 Malinauskas 表示，AI 的快速发展不能"不受约束"，此前其已赴美与 AI 领袖会面并与 OpenAI 签署合作备忘录。他强调："人类历史上从未面对过比我们更聪明的事物，现在有了，我们必须确保变革按我们的意愿推进。"
According to Cointelegraph, the Australian anti-money laundering regulator AUSTRAC has suspended cryptocurrency ATM operator Cryptolink's Virtual Asset Service Provider (VASP) registration for three months due to "ongoing violations," with its 96 Bitcoin ATMs ceasing operations effective immediately. AUSTRAC stated that Cryptolink failed to fulfill basic reporting obligations (particularly threshold transaction reports) and refused to respond to the regulator's information requests. Previously, Cryptolink had signed an enforceable undertaking with AUSTRAC in October 2025 and paid a fine of $56,340. Cryptolink's ATMs are mainly distributed in major cities such as Sydney, Melbourne, and Brisbane.
Odaily News: The Australian Transaction Reports and Analysis Centre (AUSTRAC) has announced the suspension of digital asset ATM operator Cryptolink's Virtual Asset Service Provider (VASP) registration for a period of 3 months, effective from Sunday, during which its Bitcoin ATMs must not operate. AUSTRAC stated that Cryptolink failed to meet basic reporting requirements, particularly by not submitting threshold transaction reports and failing to respond to information requests. The agency said it continues to have concerns about Cryptolink's ability to manage high-risk transactions processed through cryptocurrency ATMs. This measure comes after Cryptolink entered into an enforceable undertaking with AUSTRAC in October 2025. Previously, the Cryptocurrency Taskforce found suspected late transaction reporting and inadequate risk assessments, and AUSTRAC additionally issued a penalty notice of $56,300, which Cryptolink has paid. The company operates 96 ATMs across Australia, with the majority located in major cities such as Sydney, Melbourne, and Brisbane. (Cointelegraph)
According to TechFlow Research, BofA's Bull & Bear Indicator rose to 9.7, hitting the highest level since 2021, triggering a "sell" signal. In the past week, $52.9 billion flowed into cash, $32.9 billion into equities, and $23.1 billion into bonds. The technology sector saw its first outflow in six weeks ($700 million), and semiconductor ETFs saw an outflow of $2.4 billion. Credit spreads for AI hyperscalers continue to widen; BofA believes the Mag 7 index needs to return above 50 to eliminate the threat of "China's cheap computing power ending the AI capex boom." 12-month forward EPS rose 33%, benefiting from $35 billion in tariff rebates over the past three months. BofA strategy suggests a "Summer retreat or rotation," exiting risk assets or rotating into defensive sectors (consumer staples), duration assets (REITs, small-cap stocks, biotech), and the USD. BofA believes policymakers view the stock market as "too big to fail," and joint exchange rate intervention validates the willingness to backstop liquidity. The midterm elections are the biggest variable in the second half of the year; the Republican Party retaining the Senate majority is bullish for the market. BofA recommends going long on consumer stocks and gold to hedge against market volatility that K-shaped economy voters may trigger in the midterm elections.
Odaily News: On August 5, the minority staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs stated that the July 22 version of the CLARITY Act fails to meet five minimum standards. The bill, numbered H.R. 3633, aims to divide digital asset regulatory authority between the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC). The analysis suggests that the bill's two-tier system could remove certain blockchain assets from SEC oversight, allowing issuing companies to self-certify exemptions from securities regulation. Healthy Markets and five labor organizations have raised concerns over pension protections and securities law loopholes, while minority staff also noted that investors' private right of action and state and tribal enforcement powers could be weakened. Minority staff stated that DeFi-related companies could be exempt from anti-illegal financing obligations even if they earn millions of dollars from platform transactions; some crypto mixers may circumvent U.S. sanctions by exploiting the "Tornado Cash loophole." The Independent Community Bankers of America (ICBA) and the Conference of State Bank Supervisors (CSBS) warned that stablecoin yields could drain deposits from community banks, and the Systemic Risk Council has flagged related banking activities as potential bailout risks. Minority staff noted that Donald Trump alone earned over $1.4 billion from crypto businesses in 2025, with related enforcement solely under the purview of his Attorney General, and that obligations would terminate upon his departure from office. Elizabeth Warren and Richard Blumenthal, citing $3.8 billion in investor losses, have separately called on the SEC to investigate Trump memecoin. The Senate is scheduled to hold a cloture vote on September 15 on the motion to proceed, with the bill needing 60 votes to advance. (Bitcoin.com News)
According to IBTimes, well-known cryptocurrency investor Harry Yeh (Ye Junde) fell to his death from the 30th floor of the Jade Park luxury residential building in Asuncion, the capital of Paraguay, around 4:30 AM on August 8. His body was found naked and covered with a black plastic bag. Police subsequently investigated his 30th-floor apartment, finding the door wide open and the interior in a mess, but no one was present. Police also questioned his Brazilian partner Isadora de Proenca Braganholo Carvalho (residing on the 27th floor of the same building), who claimed to know nothing about the incident. Currently, police have not publicly charged anyone. Yeh was an early Bitcoin investor who entered the market in 2013, when the BTC price was around $60. He later founded Quantum Fintech Group, reporting assets under management exceeding $2.4 billion, and was deeply involved in the Fantom ecosystem and DeFi projects, serving as a founder and seed investor for projects such as LIF3 and L3 Reserve. Currently, police have not ruled out any possibilities including accident, suicide, or foul play. Forensic autopsy results are expected to provide further clues for the case, and the investigation is still ongoing.
According to US CNBC, the latest study published in the academic journal "Review of Accounting Studies" shows that among U.S. taxpayers holding virtual currency, the proportion actually reporting transactions to the federal government is only 32% to 56%. As the IRS mandates intermediaries to submit the virtual currency tax form "Form 1099-DA" starting from 2025, discrepancies between industry reports and taxpayer filings will be more easily identified by authorities. In the initial year, this form only requires reporting gross proceeds, while the reporting obligation for acquisition cost (Cost Basis) will be formally included starting from 2026.
According to Cointelegraph, former U.S. Secretary of Defense Mark Esper wrote in the Financial Times, calling on the Senate to pass the CLARITY Act as soon as possible and emphasizing that the bill is not only a financial services bill but also a national security bill. Esper pointed out that China is heavily investing in state-led payment systems to bypass U.S. regulation and undermine the dominance of the U.S. dollar, while weak digital asset regulatory rules also provide loopholes for North Korean hacking organizations such as the Lazarus Group to evade U.S. financial controls. He stated that the CLARITY Act will expand the Treasury Department's special measures authority under Section 311 of the USA PATRIOT Act and is a powerful weapon to combat malicious actors.
According to South Korean media outlet MBN, People Power Party lawmaker Jung Sung-kook has formally proposed the "Partial Amendment to the Income Tax Act," intending to postpone the implementation date of the virtual asset income tax from the current January 1, 2027, to January 1, 2030, a delay of three years. Under current regulations, income from virtual asset transfers and lending will be classified as other income, and the portion of annual gains exceeding 2.5 million Korean won shall be subject to a 22% tax rate (including local income tax). Jung Sung-kook stated that virtual asset taxation should be implemented only after the investor protection system and the basis for fair taxation are fully improved, emphasizing that priority should be given to ensuring a system preparation period to minimize market disruption as much as possible. Previously, lawmakers from the same party, including Song Eon-seok, had proposed an amendment to delete clauses related to virtual asset income tax, which has currently been submitted to the National Assembly Strategy and Finance Committee for deliberation; however, the government is expected to actively argue for the necessity of taxation, and the bill still faces resistance in its progression.
: Former US Secretary of Defense Mark Esper stated that the CLARITY Act is not only a financial services bill but also a national security bill, and it should be passed as soon as possible. He pointed out that weak digital asset regulatory rules could provide opportunities for North Korea and China to undermine US financial power. Mark Esper stated that China is investing in state-led payment systems to circumvent US oversight and weaken the dollar's core status; the bill would also expand the Treasury Department's authority to take special measures under Section 311 of the Patriot Act, targeting those who evade financial controls, such as North Korea's Lazarus Group. The US Senate is expected to vote on the bill on September 15, and Senate Majority Leader John Thune has already filed a motion to end debate.
Polymarket data shows that the probability of the CLARITY Act becoming law by December 31 stands at 21%, with related contract trading volume exceeding $5.5 million as of August 9. Galaxy Research had previously lowered its expectation for the bill's passage in 2026 from 50% to 30%. On August 8, the U.S. Senate filed a motion to invoke cloture on the motion to advance the bill, but no full chamber vote was held. Senators will return on September 14, and per procedural rules, the first cloture vote is scheduled for September 15. The CLARITY Act aims to delineate the regulatory authority of the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) over digital assets. Senate negotiations still involve three unresolved issues: ethics enforcement, illicit financial activity provisions, and stablecoin yield. The bill will need 60 votes to overcome a filibuster.