News linked to this event type.
Odaily News, the "Fed Whisperer" Nick Timiraos stated in an article that U.S. Treasury Secretary Bessent's policy reaction function has shifted to being less dovish. His remarks this year suggest that the Federal Reserve should continue to hold interest rates steady. Earlier this year, Bessent cited models indicating that the Fed's interest rate level could be anywhere from over 25 basis points to more than 100 basis points above the neutral rate. Today (August 4), he made two points. First, he defended Warsh's decision last week not to elaborate on any policy reaction function: "I think every meeting should be open, and market participants should judge for themselves... I believe Warsh wants to keep options open to achieve the best outcome."Second, he did put forward a policy reaction function that could be viewed as dovish, arguing that recent shocks should be ignored: "What impact will a rise in short-term interest rates really have? We will wait and see." He raised the question but then responded by pointing out that underlying inflation is "very mild... very steady." "In core inflation, excluding the more energy-affected volatile items, the rest has been very steady. I think this will continue."
Odaily News: Hester Peirce, Commissioner of the U.S. Securities and Exchange Commission, stated that she remains optimistic about Congress passing the CLARITY Act, adding that there is still much that can be done even if the bill does not pass. Peirce noted that the SEC will continue advancing related work, making efforts regardless of whether the legislation is enacted. Even if the CLARITY Act fails to materialize, the regulator still retains considerable room to push forward the construction of a digital asset regulatory framework. Peirce has repeatedly called for clearer regulatory rules for crypto assets, arguing that a well-defined market structure would help the United States maintain competitiveness in the digital asset sector and reduce the long-standing uncertainty facing the industry.
Galaxy Digital Head of Research Alex Thorn stated that based on new victim reports received following the incident, the number of attackers exploiting the Coldcard vulnerability has reached at least 15.Thorn noted that information provided by victims helped the research team uncover previously unidentified attack activity. Unlike thefts from centralized exchanges, correlations between the attackers in this vulnerability exploit require confirmation through on-chain analysis and victim feedback.He added that a single victim reporting less than 1 BTC stolen helped the team discover a previously unknown attack, which siphoned approximately 12 BTC from 126 addresses.According to Galaxy Research's earlier estimates, the Coldcard vulnerability has led to at least three rounds of attacks, with losses amounting to approximately $100 million in BTC. Additionally, Galaxy has identified a suspected fourth round of attacks, which could bring total losses to approximately $130 million.Meanwhile, the incident has also sparked discussions regarding the security of Bitcoin self-custody. Dragonfly Managing Partner Haseeb Qureshi stated that "AI security hardening costing around $2" could potentially have prevented this vulnerability, and noted that some AI models were able to rediscover related vulnerabilities within a relatively short timeframe. However, industry insiders pointed out that current claims about the speed of AI discovering vulnerabilities lack rigorous blind testing and verification.Researchers believe that as AI model capabilities improve, the costs of vulnerability discovery and attacks in the crypto industry may continue to decline, requiring wallet developers to further strengthen code audits and security protections. (Cointelegraph)
According to CoinDesk, U.S. Senator Hagerty publicly called on the Senate to pass the CLARITY Act as soon as possible, emphasizing that "the U.S. must not fall behind in the digital asset space." Supporters argue that regulatory clarity is key to retaining builders and capital in the crypto industry; otherwise, there will continue to be a risk of talent and capital outflow to other jurisdictions. The next Senate vote is regarded as a critical milestone for the crypto industry.
According to TechCrunch, Apple Inc. has formally applied for a preliminary injunction against OpenAI, requiring it to stop developing AI devices and related products based on Apple technology. Apple's latest investigation shows that, in addition to Senior Systems Engineer Chang Liu and Chief Hardware Officer Tang Yew Tan named in the previous complaint, another 11 former Apple employees may be involved in trade secret theft, with some having privately retained work equipment issued by Apple upon departure. Apple has simultaneously applied for an expedited discovery process, involving parties including OpenAI, its foundation, and the device startup io co-founded by Jony Ive. In response, OpenAI publicly stated that Apple's allegations are "based on misinformation and completely unnecessary," and counterclaimed that Apple has security procedure vulnerabilities, resulting in former employees still being able to access its internal systems.
Odaily News: Apple has limited the number of vulnerability reports a single researcher can submit at one time because its security team has received a large number of submissions generated by AI, many of which do not actually contain real flaws. Apple stated that researchers can request a higher limit at any time, and the company is also using AI internally to triage submissions.Bynario, a Milan-based cybersecurity startup, said it used OpenAI's ChatGPT to discover more than 50 vulnerabilities in the latest version of macOS within three weeks, including a privilege escalation chain that could give attackers full control of a Mac device.Bynario stated that it was unable to report this vulnerability because Apple had already rejected further submissions. Bynario CEO Alfredo Pesoli estimated the vulnerability's value on the criminal market at $100,000 to $200,000. Apple said it has reached out to the company and reviewed its work. In June, Apple added a submission cap and a 30-day cooldown period to its security portal. In a recent security update, Apple listed vulnerabilities discovered with the assistance of Anthropic and OpenAI software, with the number of fixes approximately five times that of a normal cycle. (Decrypt)
Odaily News: Bonk Guy posted on the X platform, stating that he had made major mistakes due to blindly staying loyal to his holdings and the community. During the last cycle, in pursuit of social influence, he gave back all of his eight-figure gains, and when the market turned, community members not only failed to support him but mocked him instead.Bonk Guy said he will not make the same mistake this cycle. He believes social influence is merely a fleeting vanity metric, and when the market reverses, communities can easily turn their backs on participants.He advises investors to stay loyal to their own interests, rather than to their holdings or any community, and to continuously take profits on any token within the bounds of legality, compliance, and ethics.
According to CoinDesk, BNY Mellon (The Bank of New York Mellon) announced a partnership with crypto financial services company Galaxy (GLXY), planning to add staking functionality to its digital asset custody platform. Institutional clients will be able to stake digital assets in custody directly through the BNY platform without needing to transfer tokens to third-party service providers. The service is pending regulatory approval before officially launching. Galaxy will be responsible for providing staking infrastructure and will participate in platform expansion as a design partner.
Odaily News: Capital One stated in its latest court filing that the closure of Trump-related accounts in 2021 was based on anti-money laundering (AML) reviews and banking regulatory requirements, rather than political reasons, and requested the court to dismiss the lawsuit filed by Trump's side.The lawsuit was filed by Trump's financial holding company shortly after he took office for the second time. Trump's side alleged that Capital One illegally closed his accounts for political reasons following the Capitol riot, characterizing the move as "debanking."Trump's legal team stated that Capital One and other major banks debanked Trump, his family, and his businesses "for obvious political reasons," and said they would continue to pursue the litigation. Capital One responded that the account closure decision was made after months of analysis and reviewed by the bank's anti-money laundering team in accordance with internal policies and regulatory guidelines.Capital One disclosed that it never publicly announced the account termination decision or the internal review process, and gave Trump-related businesses several months to find new banking services. Trump previously held more than 300 accounts at the bank, covering multiple Trump-branded businesses including golf courses and wineries. Trump had maintained a banking relationship with Capital One for over a decade. The account closures were not a political statement, but rather because certain account activities triggered anti-money laundering risk reviews. The case will ultimately depend on whether the court accepts Capital One's explanation of compliance review and risk management.Trump has also previously sued JPMorgan Chase, accusing the bank of ceasing to provide banking services for political reasons after he left office. Both banks have denied cutting ties with Trump, his family, and related businesses due to political factors. (Fortune)
Prediction market platform Kalshi has announced a partnership with compliance technology company Comply to provide enterprise clients with prediction market trading monitoring and compliance management tools. Comply will integrate prediction market trading data from Kalshi into its regulatory software system. Enterprises using Comply's services will be able to review employees' trading activities in event contracts to ensure compliance with company trading policies and prevent trading based on material non-public information (MNPI). This compliance capability will also extend to perpetual futures contracts launched by Kalshi in the future. (CNBC)
According to CoinDesk, the 30-day implied volatility index BVIV, which measures expected volatility in the Bitcoin options market, has continued to decline, now falling to 36%, the lowest level since May 31, significantly down from the high near 60% in early June. Recent influencing factors include the Coldcard wallet attack incident involving tens of millions of dollars, weak institutional demand, and uncertainty in the regulatory and macroeconomic environment, but there are no obvious signs of panic in the market. However, volatility has mean-reverting characteristics. When the indicator falls to historical lows, a rebound often follows. Currently, BVIV has approached levels that have previously formed support multiple times. If volatility rebounds quickly in the future, it may be accompanied by a significant directional move in Bitcoin; whether up or down, traders need to remain vigilant.
据 The Block 报道，德克萨斯州州长 Greg Abbott 本周一下令要求公用事业委员会（PUCT）及电网运营商 ERCOT 对州内所有在队列中的数据中心项目展开审计，ERCOT 随即暂停了原定本月公布结果的"Batch Zero"大型用电审批流程。目前数据中心申请占 ERCOT 474GW 互联队列的约 90%。 Bernstein 分析师在周二发布的客户报告中指出，此次监管审查将抑制投机性开发、压缩新增电力容量供给，从而提升已获批电力容量的稀缺价值，利好现有比特币矿企及 AI 运营商。报告点名 Cipher Digital（CIFR）、CleanSpark（CLSK）及 Core Scientific（CORZ）受审计影响较大，因其近期扩张计划依赖德州电网接入；而 Terawulf（WULF）因电力资产分布于肯塔基、马里兰及纽约等多州，抗风险能力较强；Riot Platforms（RIOT）和 IREN 则因已在 ERCOT 拥有大规模获批运营资产而受益。
According to CNBC, the European Commission officially gained the power to investigate, restrict, and fine AI models this Sunday, marking the latest progress in the phased implementation of the 2024 EU AI Act. Under the new rules, the European Commission can require AI companies to submit assessments before publicly releasing models in Europe and has the authority to restrict their EU market access. Violating companies face fines of up to €15 million or 3% of annual turnover (whichever is higher). The new rules apply to all companies providing general-purpose AI models within the EU, regardless of their headquarters' location, and non-EU companies must designate an authorized representative within the EU. Anthropic, OpenAI, and Google are all covered by the new rules. Currently, the EU has been seeking access to Anthropic's Mythos model for several months and has entered into negotiations with OpenAI and Anthropic regarding cyber attack issues triggered by their AI models.
Odaily News The U.S. crypto market structure bill, the CLARITY Act, enters a critical week. According to Senate procedure, if lawmakers still hope to proceed into the August recess as planned, Senate Majority Leader and Republican Senator John Thune needs to file a motion to proceed on Tuesday to schedule a procedural vote for Thursday. John Thune said on Monday that the Senate may stay in session until it completes a series of pending matters, including a stopgap government funding measure, the Russia sanctions bill, nominations, the college athletics bill, and a procedural vote on the crypto market structure bill. Republicans are currently uncertain whether they can secure the 60 votes needed to begin debate and allow for amendment discussions.
According to The Bell, Alexander Samoilov, an official from the 12th Center of the Federal Security Service of Russia (FSB), disclosed at the KROS Network Technology Annual Conference held in Sochi in May 2026 that the FSB plans to extend SORM (System for Operative Investigative Activities) installation requirements to cryptocurrency exchanges and gaming platforms, mandating them to share user data with security departments in real-time. It is worth noting that Samoilov also admitted that although 10 years have passed since the "Yarovaya Law" was enacted in 2016, the implementation rate of relevant provisions is only about 80%, and market participants believe this estimate is still on the high side. According to The Bell's investigation, after the Crocus City Hall terrorist attack, the FSB's Second Service further strengthened its control over the Russian internet by taking the opportunity of a large-scale inspection of the SORM system.
Odaily News, According to blockchain detective Specter's monitoring, it has identified a cluster of wallets holding 28,600 BTC, valued at approximately $1.8 billion, suspected to be related to wallets previously attributed to the Zhimin Qian money laundering case. A few weeks ago, a Bitcoin wallet that had been dormant since 2017 transferred 1,020 BTC, valued at approximately $60 million, and began distributing funds to multiple addresses in a manner consistent with money laundering patterns. After tracing these transactions, Specter discovered that the related wallet cluster connects to addresses publicly associated with the UK's investigation into Zhimin Qian. Between 2014 and 2017, Zhimin Qian organized large-scale investment fraud in China, with over 128,000 victims. UK authorities later traced substantial criminal proceeds flowing into Bitcoin, and the Met Police ultimately seized 60,000 BTC, marking the largest cryptocurrency seizure in UK history at the time. In July 2021, UK authorities transferred the seized BTC, creating identifiable on-chain links. Following the recent transfer of 1,020 BTC, Specter identified additional wallets that collectively hold 28,600 BTC, valued at approximately $1.8 billion, and these wallets have remained largely dormant since June 2021. Based on on-chain evidence, it remains unclear whether these wallets are still controlled by the same actor, other custodians, or have already been identified by law enforcement.
According to Bitcoin.com, Fireblocks released the 2026 "Financial Grid" survey report, covering over 600 executives. The report shows that 99% of Continental European institutions and 100% of UK institutions expect regulatory policies to support digital asset development. Influenced by the clarity of the MiCA regulatory framework, 53% of European institutions have completed capital commitments before 2026, higher than the global average of 42%; as the UK's regulatory framework is still being formulated, this proportion is only 36%, but an additional 59% of UK institutions plan to complete budget allocations within 2026. In terms of product strategy, European institutions lead in tokenized money market funds (62% vs 45%) and tokenized securities; the UK is more aggressive in stablecoin issuance, with 50% of institutions planning to issue stablecoins independently, higher than Europe's 40%. Both markets list 24/7 settlement and real-time payments as primary application scenarios.
According to CNN reports, U.S. Democratic Senators Warren and Blumenthal have requested the U.S. Securities and Exchange Commission (SEC) to investigate the "TRUMP" Meme coin issued by Trump to confirm whether the project involves fraud or improper profit. In a letter to SEC Chairman Paul Atkins, the two stated that the Trump Meme coin project "may constitute an illegal scam," and requested the regulatory agency to investigate whether the token involves "illegal fraudulent conduct or facilitates improper profit acquisition." Warren and Blumenthal focused in the letter on whether the project resembles a "Rug Pull" (exit scam) in the crypto industry. They believe that even if it is not a sudden divestiture-style rug pull in the traditional sense, it may still belong to a "soft rug pull" that causes investor losses by gradually withdrawing market support. The SEC should investigate whether the Trump Meme coin poses fraud risks and prevent investors from continuing to suffer losses. As of now, the SEC has not commented on this.
Odaily News: U.S. Democratic Senator Alex Padilla plans to introduce new legislation that would prohibit presidents from offering paid services that provide users with early access to their public statements or social media posts. The bill targets a recently launched paid service by Trump Media & Technology Group that allows users to receive real-time alerts on posts from Trump and other figures on social platforms, some of which may involve information affecting financial markets.Alex Padilla stated that Trump's public remarks should not be sold as an "early trading advantage" to specific paid users. He believes that if market participants can gain faster notifications of presidential statements through payment, it could create an unfair information gap. As of now, Trump Media & Technology Group has not responded to the legislative proposal.
据福布斯报道，美国联邦通信委员会（FCC）于 2026年 7月 27 日正式宣布，禁止进口外国制造的 AI 人形机器人，理由是国家安全威胁。FCC 将这类设备定性为"特洛伊木马"——其搭载的高精度传感器可持续采集用户家庭及企业的敏感数据，并将其传输至境外实体，存在被用于大规模监控或情报活动的风险，且相关设备还可能遭远程操控。 禁令虽针对所有外国制造商，但实际上对中国影响最为显著，因中国目前在全球 AI 人形机器人市场占据较大份额。推动本土制造业发展亦是此次禁令的重要次要目标。