News linked to both this project and an event.
According to TechFlow Research, a Nomura Securities report on August 12 noted that Lumentum's revenue for the June quarter increased 109% year-over-year to $1.01 billion, with component revenue growing 103% to $649 million. Narrow linewidth laser shipments grew by over 130%, pump lasers increased 80% and are expected to grow another fourfold in the coming quarters; the company holds a 70% to 80% market share in the pump laser sector. 200G EML accounts for over 25% and is expected to exceed 50% by mid-2027. OCS shipments doubled, with management guiding for triple-digit year-over-year growth in 1QFY27, progressing towards a $400 million OCS revenue target in 2H26. The supply-demand imbalance for EML and CW lasers will not ease at least from FY26 to FY27. The report judges that the technology upgrade path is clear; NPO is expected to be commercialized between late 2027 and 2028, significantly expanding the optical TAM. The global shortage of optical chips creates structural opportunities for Chinese manufacturers: Yuanjie Semiconductor is expected to gain global market share in optical chips, with Nomura giving a Neutral rating and a target price of 1,375 yuan (based on 21x 2027 expected EPS); Zhongji Innolight and Tfc Communication both receive Buy ratings, benefiting from the 800G to 1.6T upgrade, increased silicon photonics penetration, and NPO incremental opportunities.
: Cardano ecosystem wallet project SecondFi has announced the launch of a wallet migration tool and revealed a recovery plan for assets affected by the June 2026 security incident. As the project will cease operations, users are required to migrate remaining assets still held in SecondFi wallets. The migration tool is expected to go live on August 13, supporting the transfer of eligible ADA, Cardano native tokens, and NFTs to new Cardano wallets created with service providers of the users' choosing. Currently, the tool only supports Cardano network assets; non-Cardano assets must be transferred separately through corresponding network and wallet processes. SecondFi stated that the migration tool has passed an independent security assessment by security firm Bitdefender. For affected assets, SecondFi plans to launch a recovery portal before September 10, where users can verify wallet ownership via zero-knowledge proofs (ZK Proof) and submit asset claims. SecondFi reminds users to only rely on information published through official channels, including @secondfiapp, @secondfi_jp, and the official support website, to guard against phishing sites and impersonating accounts.
Odaily News: A final ruling by a Washington State court in the United States requires the prediction market platform Kalshi to stop offering event contracts related to sports, elections, politics, entertainment, culture, technology, science, and "named person mentions" in the state, and prohibits the promotion of related products to consumers in the state. Kalshi must implement geoblocking via IP addresses and user place of residence by August 19, and upgrade to a multi-source geofencing system by September 2. Contracts related to commodities, climate, economics, and finance are not subject to this ban. Kalshi previously applied for a stay of the ban, but the request was denied by the Washington State Court of Appeals.
Harmony released an incident update stating that on August 12, 2026, Beijing time, an unauthorized issuance event of the native token ONE occurred on the Harmony mainnet. Officials confirmed that the initial abnormal issuance volume was 4 billion ONE, completed through two empty block entries; additionally, on-chain reconstruction results show that the total forged cross-shard issuance volume could reach 3.0100001 trillion ONE, involving 6 forged cross-shard transactions and 4 attacker wallets, and the team is still further verifying the two sets of data.
According to the official announcement, Bybit Spot will list KII (KII/USDT) on the spot market at 1:00 PM UTC on August 14. Deposits are now open. Deposits Open: August 13, 10:00 AM (UTC); Trading Starts: August 14, 1:00 PM (UTC); Withdrawals Open: August 15, 10:00 AM (UTC) Kii is a stablecoin-powered, 24/7 on-chain foreign exchange (Onchain FX) infrastructure layer. Kii aims to provide cross-border payments, foreign exchange trading, and financial solutions for enterprises and individual users.
Odaily News – The U.S. Commodity Futures Trading Commission (CFTC) has released the agenda for the first meeting of its Innovation Advisory Committee (IAC). The committee will convene its inaugural session on August 20, focusing on regulatory topics in emerging areas such as crypto assets, artificial intelligence, and prediction markets.CFTC Chairman Michael S. Selig stated that the United States has long been a global hub for financial innovation, and expressed hope that through dialogue with innovative entrepreneurs, researchers, and industry builders, the committee can explore how emerging technologies and financial products can drive market development, and jointly chart the "new frontier of finance."The meeting will be livestreamed via the CFTC's official website. Committee members and participants will discuss topics including digital asset regulatory frameworks, the impact of AI technology on financial markets, and the development of prediction markets.The public may submit comments before August 27, which will be published on Regulations.gov, the U.S. federal regulations website. The CFTC noted that the meeting agenda may be adjusted based on the committee's subsequent priorities.The Innovation Advisory Committee aims to provide the CFTC with recommendations on emerging technologies, financial products, and market innovation trends. Its discussions cover critical areas—including digital assets and artificial intelligence—that could shape the future structure of financial markets.
Odaily News, Conflux Network announced that the v3.1.0 network hard fork upgrade will introduce multiple network improvements, including EVM compatibility updates, bug fixes, RPC changes, and security enhancements. CIP-173 is expected to be activated on August 26.
According to The Block, the Blockchain Association filed an amicus curiae brief on August 13 supporting Custodia Bank's appeal to the U.S. Supreme Court, requesting a review of the legality of the Federal Reserve Bank's refusal of its master account application. The Blockchain Association pointed out that this case concerns whether legitimate digital asset enterprises can compete in a fair environment, and warned that the lower court ruling provides a precedent for federal regulators "to debank unpopular industries in the future without the intervention of state regulators." Custodia Bank was founded by Wall Street veteran Caitlin Long, applied for a Fed master account in October 2020, was rejected by the Federal Reserve Bank of Kansas City in January 2023 on the grounds that the crypto business model posed risks, subsequently lost twice in the district court and the Tenth Circuit Court of Appeals, and was denied rehearing by the full court in a 7 to 3 vote in March 2026. The Federal Reserve Bank of Kansas City must respond to the Supreme Court application by September 11.
cirBTC was officially launched on Ethereum on June 8. Data from its Ethereum contract shows a maximum total supply of approximately 40.02 tokens, with 11 holder addresses in total. Eligible institutional participants can mint and redeem cirBTC through Circle Mint. Currently, Ethereum is the only network where it has been launched, with future support planned for Circle's own blockchain Arc and additional networks. cirBTC is issued by Circle International Bermuda Limited, with the underlying Bitcoin held in custody by Circle National Trust and segregated from Circle's own assets. Reserve data from August 11 shows that cirBTC supply stands at 40.02159077 tokens, with 42.5070808 BTC held in reserves. Circle has publicly disclosed the reserve addresses and balances, and employs Chainlink's Proof of Reserve mechanism to publish verified reserve data on-chain. By comparison, WBTC has a circulating supply of approximately 116,100 tokens with a market cap of about $7.362 billion, while cbBTC has a circulating supply of approximately 97,200 tokens with a market cap of about $6.162 billion. cirBTC has not yet established a trackable market price or market capitalization.
Decentralized stablecoin USDD announced that it will add exclusive TRX rewards to Pendle's sUSDD market, while simultaneously increasing base USDD rewards. The total rewards for this campaign amount to 21,000 USDD and 12,000 TRX, plus PENDLE tokens valued at approximately 30% of the combined value of the aforementioned USDD and TRX. The event runs from 8:00 on August 13 to 8:00 on August 20 (Singapore Time). According to the official announcement, Pendle has integrated PT-sUSDD into the PT Looping module, allowing users to further connect to Morpho's USDC and USDT markets to expand yield potential. Meanwhile, preparations are underway with Pendle for the renewal of the sUSDD market, with specific arrangements to be announced separately.
According to the official announcement, Huobi HTX listed the APR/USDT perpetual contract on August 13, supporting 1-20x long and short positions. Meanwhile, from now until August 18, 15:00 (UTC+8), Huobi HTX is launching a New Coin Futures Trading Competition. Users who complete registration, participate in contract trading of participating tokens, and meet specified thresholds will have the opportunity to share a total prize pool of 1 billion $HTX tokens.
Binance will launch 6 USDT-quoted perpetual contracts on traditional financial assets on August 14, with underlying assets covering Hong Kong stocks, Korean stocks, and the South Korea KODEX 200 ETF, including Zhongji Innolight (3308.HK), Samsung Electro-Mechanics (009150.KS), Hanmi Semiconductor (042700.KS), LG Electronics (066570.KS), NAVER (035420.KS), and KODEX 200 ETF (069500.KS).
Odaily News According to official announcements, Gate will list 9 USD1 perpetual contracts at 14:00 (UTC+8) on August 13, covering assets such as BTC, ETH, SOL, XAU, SPCX, SNDK, MU, SK HYNIX, and XAG. Meanwhile, Gate will launch a limited-time promotional fee discount for USD1 contract trading starting from 14:00 (UTC+8) on August 13. During the campaign period, users from VIP 0 to VIP 16 trading any USD1 perpetual contract will enjoy zero taker fees for maker orders and a 75% discount on taker fees.In addition, Gate will launch the USD1 Contract Pioneer Challenge from 15:00 on August 13 to 15:00 on August 20 (UTC+8). Users who participate in trading designated USD1 contract pairs and complete a cumulative trading volume of 1,000 USD1 for the first time can claim a 20 USD1 contract position experience voucher; those who check in for 7 consecutive days of trading can share a 50,000 USD1 contract position experience voucher prize pool; and the top 100 users by cumulative trading volume can also share a 50,000 USD1 cash reward. The three reward tiers—first trade, daily check-ins, and leaderboard ranking—can be stacked, with a total prize pool of 140,000 USD1 equivalent.
Odaily News According to the official announcement, OKX will list DOS (DappOS) spot trading. The DOS/USDT spot trading pair will officially open at 18:00 (UTC+8) on August 13, 2026; deposits are now open, and users can place orders one hour before the spot trading goes live.It is reported that DappOS is a Web3-oriented AI operating system designed to integrate research and analysis, content creation, strategy planning, and on-chain execution into a unified platform.
Odaily News: The specification for Bitcoin's proposed soft fork BIP-54 (Consensus Cleanup) was completed in May 2026, aiming to fix four consensus rule boundary issues without adding new Bitcoin features. On August 10, Wang Chun, co-founder of digital asset mining pool F2pool, stated that he does not support BIP-54. He said that if the proposal obtains the required majority through the standard BIP-9 process, F2pool will upgrade its mining nodes, but will not issue a signal of support ahead of time. BIP-54 has been tested in Bitcoin Inquisition, a Signet-based testing environment. Mining pools MARA and ViaBTC have voluntarily produced compatible coinbase transactions; the official activation parameters have not yet been determined, and the mainnet vote has not been completed. Previously, BIP-110, which attempted to restrict certain non-financial data in Bitcoin transactions, failed to gain sufficient miner support and stalled around block height 961,635; BIP-54 does not involve restricting general script functionality. (Bitcoin.com News)
Odaily News – Bitcoin miner MARA Holdings disclosed in its latest quarterly SEC filing that it has pledged 18,750 BTC as collateral for two Bitcoin-backed loans, totaling $750 million in principal.Among these, financing provided by Coinbase Credit includes a refinancing of the original $150 million credit facility plus an additional $300 million in new funds; Two Prime Lending separately provided a $300 million loan. Both loans have been fully drawn, with a combined financing cost of approximately 7.56%, primarily maturing in August 2028.The pledged 18,750 BTC were valued at approximately $1.2 billion at the time of the transaction. If a decline in Bitcoin's price pushes the collateral ratio below the agreed level, MARA could face margin call requirements; otherwise, the related BTC may be subject to liquidation risk.The new funds will mainly be used for general corporate purposes and to support MARA's acquisition of Long Ridge Energy & Power. The transaction has an enterprise value of approximately $1.5 billion. Long Ridge owns a natural gas power plant in Ohio, USA, with an expected installed capacity of 505 MW, along with over 1,600 acres of industrial land. MARA plans to further develop the site into a base for Bitcoin mining, AI, and high-performance computing infrastructure. (Crowdfund Insider)
Odaily News: ZEC treasury company Cypherpunk Technologies (Nasdaq: CYPH) has released its Q2 2026 financial report, posting a net profit of $39.39 million, or $0.18 diluted earnings per share; in the same period last year, the company reported a net loss of $16.64 million and an operating loss of $4.69 million. R&D expenses stood at $0.2 million, down from $10.54 million in the same period last year, primarily due to the completion of clinical trials; general and administrative expenses reached $4.49 million, up $2.75 million year-over-year, mainly driven by increased stock-based compensation. As of June 30, the company's cash balance was $7.6 million. During Q2, the ZEC price rose from $243.35 to $400.09, generating approximately $46 million in non-cash unrealized gains for the company. As of August 11, 2026, the company held a cumulative total of 323,400 ZEC, with an average cost basis of approximately $341.83, representing about 1.92% of ZEC's total circulating supply. On the business development front, the company has appointed Dev Ojha, founder of Valar Group, as an advisor. Valar Group focuses on Zcash network development and research, and has led the development of the high-performance full node software Zakura and the Ironwood shielded pool. The company's subsidiary, Leap Therapeutics, has reached an agreement with the U.S. FDA on the Phase III clinical trial design for sirexatamab (anti-DKK1 monoclonal antibody), and received FDA Fast Track designation in May 2026 for the treatment of patients with second-line metastatic colorectal cancer with high DKK1 expression. The company has also initiated a strategic process to evaluate pathways for advancing sirexatamab development through independent financing or collaboration with partners.
It is reported that Bybit has recently launched a USDC ecosystem incentive campaign with a total prize pool of 100,000 USDC. During the event period from today until August 22, users can participate in the reward distribution by trading designated USDC trading pairs. This campaign will further enrich USDC trading scenarios and enhance the market liquidity and user participation of relevant trading pairs.
According to the official announcement, Bitget CFD has launched Pro mode based on the existing ECN and STP modes, providing independent quote depth for high-frequency and large-volume traders. Currently, this feature is live on the web platform, and the mobile app is expected to open on August 21. Trading instruments in Pro mode uniformly use the .pro suffix; the fee structure and rebate rules are consistent with ECN mode, with a fixed handling fee charged per lot per instrument, and overnight fees charged as normal. This mode is open only to qualified professional clients; users can contact their account managers or official customer service to apply for activation. Previously, Bitget CFD launched liquidity solutions for institutional traders, supporting multi-tier depth aggregation and 100% STP execution. The launch of Pro mode further enriches Bitget CFD's support for professional trading scenarios.
According to TechFlow Research, a Bernstein research report on August 10 pointed out that Microsoft's current lease liabilities increased 33% year-over-year to $114.4 billion, future lease obligations surged 255% year-over-year to $329.1 billion, and fiscal 2027 procurement commitments reached $169 billion. The report believes the market has misread these figures: existing leases are spread over a 13-year period, with rent expiring in 2027 at approximately $13.2 billion; the $329.1 billion future leases will commence sequentially between 2027 and 2033, assuming an average lease term of 12 to 15 years, the annualized rent growth rate is approximately 12% to 16%, roughly in line with Microsoft's commercial cloud revenue historical growth rate; among the $169 billion procurement commitments, GPU servers account for only a portion and are concentrated within 12 months, with only $25 billion for fiscal 2028 and beyond. The report maintains Microsoft's "Outperform" rating, with the price target raised from $647 to $660 and the P/E multiple raised from 26.5x to 27x. Bernstein believes that data center designs support hybrid deployment of CPU and GPU, and if AI demand slows down, capacity can be shifted to traditional cloud business. AI accounts for approximately 16% to 17% of Microsoft's commercial cloud revenue, but since AI gross margin is approximately 27%, far lower than traditional cloud business, AI accounts for approximately 40% of commercial cloud cost of sales. Management stated at the Q4 earnings call that current demand still far exceeds available supply.