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Project Overview
Current is a decentralized finance (DeFi) protocol built on the Sui network, focused on capital-efficient lending and structured financial products. The platform features an isolated-margin architecture and one-click "Multiply" functions that automate the looping of asset positions to adjust leverage. By utilizing a combination of shared and isolated asset pools, the protocol provides risk management tools designed to prevent cross-market contagion while offering users options for collateral management and yield generation.
Analyst: Current active BTC investors under 20% loss on average, cyclical adjustment still ongoing
Odaily News, CryptoQuant analyst Darkfost stated on platform X that currently, active Bitcoin investors are floating at a loss of about 20% on average, and market sentiment is in a "devaluation" phase, but has not yet reached the deep pressure levels typical of historical bear markets.Darkfost pointed out that the True Market Mean (TMM) is currently around $76,700. This indicator reflects the average cost basis of active circulating BTC supply (excluding coins that have been dormant for a long time, potentially lost, or illiquid). Historically, this level acted as a significant resistance zone in May, where some investors chose to exit the market without incurring losses or with minor losses. Meanwhile, the AVIV Ratio (Active Value to Investor Value) is currently around 0.8, meaning active investors are down approximately 20% from their cost basis. In contrast, during historical bear markets, this indicator typically drops to 0.5–0.6, corresponding to a deeper drawdown of about 40%–50%.Analysis suggests that in this cycle, the entry of institutional funds and ETFs has not changed Bitcoin's cyclical nature; the market continues to operate within its own structural framework. Although significant devaluation pressure is already evident, it may not necessarily need to fall to historical bear market extreme levels to trigger a rebound. Overall, cautious judgment regarding cyclical fluctuations remains necessary.
Gray-scale Research: AAVE Token’s Current Price Has Valuation Support; Reasonable Price in Base Case Scenario Could Reach $175 Within One Year
GreyScale Research’s report states that as the valuation framework for crypto assets gradually aligns with traditional financial analysis, decentralized finance (DeFi) protocols with clear cash flows and robust token value-capture mechanisms are attracting increased attention. Using Aave as an example, the report notes that Aave—the leading on-chain lending protocol—generates revenue primarily from lending spreads, treasury yields, and GHO-related activities (GHO being its native stablecoin). Following continuous improvements to its governance mechanism, the linkage between the protocol’s economics and the value accruing to AAVE token holders has strengthened.
Bitwise CIO: Privacy Could Be the Next “Killer App,” Arc, Canton, and Tempo Exceed $1 Billion in Total Funding
Bitwise Chief Investment Officer Matt Hougan stated that privacy is becoming a core infrastructure direction for the next phase of the crypto industry. Recently, three institutional-grade blockchains focused on stablecoins and asset tokenization—Arc, Canton, and Tempo—have accumulated over $1 billion in total funding, indicating a rapidly growing demand from institutions for "privacy-friendly on-chain financial systems."Among them, stablecoin issuer Circle contributed $222 million in funding for Arc, giving it a valuation of approximately $3 billion; Digital Asset’s Canton blockchain is reportedly seeking $300 million in funding at a $2 billion valuation; and Tempo, backed by Stripe and Paradigm, has previously completed $500 million in funding at a valuation of $5 billion.Hougan noted that this funding wave reflects three major trends: the gradual clarification of the U.S. regulatory framework, increased institutional demand for on-chain privacy, and intensified competition among new blockchain networks supported by large enterprises. Current public blockchains still face structural trade-offs between speed, cost, security, and privacy. However, scenarios involving stablecoins and RWA tokenization require systems that simultaneously offer high performance, compliance, and privacy, making “verifiable privacy” a critical prerequisite for institutional adoption of on-chain finance.Hougan further stated that, for enterprises, “all transactions being publicly broadcast” is not an advantage but a potential flaw. In the future, users and institutions may find it increasingly difficult to accept a fully transparent on-chain financial environment. He believes that privacy capabilities could become the “killer app” driving the crypto industry into its next phase of mainstream adoption. Additionally, following the passage of the U.S. Genius Act in 2025, regulatory certainty has significantly increased, providing a clearer policy foundation for institutional funds to enter the crypto infrastructure space. (CoinDesk)
Anthropic Receives VC Investment Intentions Valuing Up to $800 Billion, Far Exceeding Current Valuation
Odaily News Anthropic has recently received investment intentions from multiple venture capital institutions, with some offers valuing the company as high as $800 billion, significantly above its current valuation level.Previously, Anthropic completed a funding round in February of this year with a valuation of approximately $380 billion; meanwhile, secondary market data from Caplight indicates its valuation has risen to around $688 billion. Data shows the company's annualized revenue has grown to approximately $30 billion, a substantial increase from the end of last year.Market participants stated that with the rapid development of AI models and related products, investor attention on Anthropic continues to rise, and the company is also seen as a potential IPO candidate. (Business Insider)
STRC Perpetual Preferred Shares Record $1.1 Billion in Daily Trading Volume, Continuously Fueling the Engine for BTC Accumulation
Odaily News Bitcoin treasury company Strategy's perpetual preferred shares, STRC, recorded approximately $1.1 billion in trading volume on April 13, representing a nearly 47% increase from the previous record. This has become a core financing tool for the company to accelerate its Bitcoin accumulation. Strategy raises capital by selling preferred shares like STRC and uses the funds for high-frequency Bitcoin purchases.Data shows that Strategy recently purchased 13,927 BTC for approximately $1 billion, bringing its total holdings to 780,897 BTC. The related funds primarily came from the issuance of over 10 million STRC shares. Within the overall capital plan, STRC, along with STRK, STRF, STRD, and common stock financing, constitutes its "42/42" financing framework. The goal is to raise $84 billion by 2027 for continuous Bitcoin purchases. Current market views suggest that STRC is gradually becoming the dominant instrument within this financing system. (The Block)
Prominent Trader: Circle, Coinbase, and ETH Are Core Targets for Reshaping the Financial System, Current Key Allocation Direction
Trader Doctor Profit stated that his current key positioning is the "Galactic Three", namely Circle, Coinbase, and ETH, believing that the three correspond to compliant stablecoin issuance, crypto asset custody and trading, and tokenization and smart contract infrastructure respectively, and are core targets in the reshaping of the financial system in this new cycle.
The next four weeks are the final window for the US Congress to pass the Clarity Act this year
: Industry insiders indicate that after the US Senate reconvenes, it will enter a critical window of approximately four weeks, determining whether the Clarity Act can pass this year. The bill needs to complete the finalized text, Senate debate, and voting before the August recess, and secure at least 60 votes of support in the Senate. Current negotiation focuses include whether to retain the exemption clause for non-custodial developers within the "Blockchain Regulatory Certainty Act," and establishing an "ethics framework" for official conflicts of interest regarding President Trump's cryptocurrency business interests. Meanwhile, the passing of Senator Lindsey Graham and the absence of Mitch McConnell have weakened Republican voting power, increasing the importance of securing support from Democratic senators.
Federal Reserve's Williams: Current monetary policy stance helps restore inflation to 2%
Federal Reserve's Williams stated the current monetary policy stance is in a favorable position to bring inflation back to the Fed's 2% target level, while also acknowledging that risks remain in achieving its dual mandate. Williams said: "Given that inflation is at a high level, we must persistently bring it back to the long-term target of 2%. The current monetary policy stance is fully capable of achieving this goal." Williams noted that inflation is "undoubtedly at a high level" and far above the committee's 2% target. He expects inflation data to edge down slightly in the coming quarters, although significant risks remain.
Viewpoint: Mythos’ breach of the NSA signals that AGI is drawing near; 9% inflation will not become the norm
Anthony Pompliano, Chairman of Bitcoin treasury company ProCap Financial, posted on X stating that Mythos allegedly breached the U.S. National Security Agency’s (NSA) classified systems within hours—a development that will further intensify public concerns about AI risks and prompt increased regulatory intervention. Yet the more critical signal conveyed by this incident is that AGI (Artificial General Intelligence) is, in fact, drawing near. Current AI technologies not only surpass humans in capability but are also self-training and improving at an incomprehensible pace—“humans cannot compete with these models.”
Tether Co-Founder: Stablecoins Will Enter the 2.0 Era—Future Reserve Yields Should Be Shared with Users
According to FinanceFeeds, Reeve Collins, co-founder of Tether, stated that the stablecoin industry is entering a “2.0 era.” Current stablecoin infrastructure still suffers from structural issues, and next-generation solutions must address users’ inability to earn returns on reserve assets. The core logic of Stablecoin 1.0 is “users provide $1, and issuers mint one token,” yet users only gain payment and transfer convenience—without sharing in reserve earnings. In the future, financial services will increasingly become infrastructure: “Users won’t care which bank sends funds,” and AI agents may select different financial ecosystems based on user interests. The next phase of stablecoin competition will center on financial infrastructure and yield-distribution models. On regulatory matters, Reeve Collins revealed he continues to hold Bitcoin long-term. He also noted that USD-pegged stablecoins remain, in essence, extensions of the U.S. financial system—exposing them to regulatory reach—and differ fundamentally from central bank digital currency (CBDC) models, which may offer stronger programmability and financial surveillance capabilities.
Bitcoin Falls Below $65,000: Fed Meeting Looms, Structural Concerns Over Strategy and Leverage Risks Converge
Bitcoin continues to face pressure amid macroeconomic uncertainty and institutional wait-and-see sentiment, hovering around $64,500, down approximately 2% on the day. The market is awaiting the outcome of the Fed FOMC meeting, which will be chaired by Kevin Warsh for the first time, with widespread expectations that interest rates will remain unchanged in the 3.50%–3.75% range.Analysts point out that the focus of this meeting has shifted from "whether to cut rates" to "policy path and inflation signals." Current US inflation is believed to remain near three-year highs, with energy prices and geopolitical developments keeping the market cautious about the future policy direction.Pressure is also emerging simultaneously on the chain and institutional levels. Structural concerns surrounding Strategy (formerly MicroStrategy) continue to escalate, with its preferred stock STRC falling to $91.79 on June 16, over 8% below its $100 par value, seen as a sign of weakening corporate Bitcoin buying power.Although spot Bitcoin ETFs recorded net inflows of approximately $10.1 million on June 16, with BlackRock's IBIT contributing the majority, the capital scale remains significantly lower than in previous periods, indicating limited buying momentum.Market research firms Bitfinex and QCP note that the recent Bitcoin rebound appears more like a "technical recovery driven by exhausted selling pressure" rather than being fueled by new demand. In the derivatives market, rising implied volatility in options and a skew towards put protection suggest traders are pricing in tail risks.In terms of price structure, Bitcoin is considered to be oscillating in the short term within the $60,000 to $68,000 range. If the Fed signals a hawkish stance or institutional buying weakens further, a pullback to the $62,000–$63,000 range is possible.Overall, the current market presents a combination of "macro wait-and-see, marginal institutional weakening, and heightened derivatives defense." The short-term direction still depends on FOMC policy signals and the potential return of ETF and corporate capital flows. (The Block)
Prominent Trader: Circle, Coinbase, and ETH Are Core Targets for Reshaping the Financial System, Current Key Allocation Direction
Trader Doctor Profit stated that his current key positioning is the "Galactic Three", namely Circle, Coinbase, and ETH, believing that the three correspond to compliant stablecoin issuance, crypto asset custody and trading, and tokenization and smart contract infrastructure respectively, and are core targets in the reshaping of the financial system in this new cycle.
Morningstar: Nvidia's Fair Value Estimate Set at $280 Per Share, 44% Higher Than Current Levels
Odaily News: Investment research firm Morningstar stated in a report on July 30 that it has set Nvidia's fair value estimate at $280 per share, 44% higher than the current level of approximately $194. The firm believes that Nvidia's 17% decline since mid-May has begun to diverge from its fair value estimate.Morningstar also assigned Nvidia a "very high" uncertainty rating. The risks it listed include the possibility of hyperscale cloud providers developing their own AI hardware in the future, as well as related customers cutting spending in response to investor demands.Morningstar Senior Equity Analyst Brian Colello stated that the likelihood of strong AI capital expenditure in the near and medium term remains high, and Nvidia's growth prospects are being underestimated. He also noted that the stock appears to exhibit undervaluation characteristics.
$73.82 million long position: A Hyperliquid trader deposited 15.29 million USDC and opened a long position with up to 20x leverage
Odaily Odaily reports, according to monitoring by Onchain Lens, a Hyperliquid trader deposited 15.29 million USDC and then opened a long position worth approximately $73.82 million. Current main positions include: SP500 long position of $62.02 million with 20x leverage; MU long position of $6.88 million with 10x leverage; SNDK long position of $4.92 million with 10x leverage. Historical cumulative profit is approximately $1.6 million.
100% short positions: A Hyperliquid whale deposited 31.12 million USDC in 3 days and holds a $64.9 million short position
According to Onchain Lens monitoring, a Hyperliquid whale has deposited 31.12 million USDC into Hyperliquid over the past 3 days, currently holding a $64.9 million short position. The latest deposit was 5.12 million USDC. Current positions include a $43.93 million short on SKHX, a $17.07 million short on BRENTOIL, as well as other shorts on SMSN, HIMS, and NVIDIA. This wallet is currently 100% short.
Analyst: BTC Current MVRV Percentile Drops to 5%, Possibly Reflecting Long-Term Bottom Characteristics
CryptoQuant analyst Darkfost stated that after Bitcoin fell below $60,000 in February this year and the MVRV percentile dropped below 10% into the "capitulation zone", this situation has appeared again since June.
Morgan Stanley Warns AI-Driven Memory Crisis Will Continue to Worsen, Storage Prices May Rise Over 25% in a Single Quarter
Citrini analyst Jukan, citing Morgan Stanley analyst Joseph Moore, stated on X that the memory shortage in the data center sector is continuing to deteriorate, with no signs of easing market supply pressure, and the tightness of memory supply remains higher than expected. Currently, compared to the projected levels for the second quarter of 2026, prices for memory products with the same specifications have already risen by at least 25% in the third quarter, exceeding previous forecasts by Morgan Stanley and third-party institutions.The tight memory supply situation could further intensify in 2027 and 2028. Current available memory resources in the market cannot meet the rapidly growing demands of the artificial intelligence industry, and this situation is unlikely to change in the short term. AI is consuming a large amount of DRAM production capacity, reducing the memory resources available for other industries, and the production of consumer electronics such as PCs and smartphones has already been affected.AI is consuming a large amount of DRAM production capacity, reducing the memory resources available for other industries, and the production of consumer electronics such as PCs and smartphones has already been affected. The demand from AI is not only impacted by the memory shortage; memory itself is gradually becoming one of the key bottlenecks limiting AI development, on par with data center space and power supply. Additionally, some cloud computing customers are paying higher-than-expected prices to secure memory products delivered six weeks early. The market believes that as AI server construction continues to expand, pressure on the supply chains for High Bandwidth Memory (HBM) and DRAM may persist further.
Anthropic AI Model Weakens HAWK Minimum Key Strength in 60 Hours
: Anthropic's Claude Mythos Preview model discovered a flaw in the proposed HAWK digital signature scheme, effectively halving its minimum key strength. HAWK is one of the candidate schemes to replace current network and bank signatures in a post-quantum environment. This AI-driven attack took approximately 60 hours, with a computational cost of around $100,000, reducing the effort required to break HAWK's minimum parameter set from roughly 2^64 operations to 2^38 operations, and diminishing the attractiveness of larger compensating key sizes. Current Bitcoin and Ethereum signatures remain unaffected. The results indicate that the capabilities of classical cryptanalysis attacks are improving, while Bitcoin and other networks continue to discuss when and how to migrate to quantum-resistant cryptography.
Lumi Finance Suspected to Be Attacked, Current Losses Approximately $270,000
According to Blockaid monitoring, the Lumi Finance protocol on Arbitrum is under attack, and approximately $270,000 in funds have been transferred out so far.
Thetanuts Responds to Security Incident: Affected Vault Is an Abandoned Contract Unrelated to Current Products
DeFi structured protocol Thetanuts Finance issued a statement responding to a security incident involving one of its Vaults. According to preliminary findings, the affected Vault was an outdated contract version deprecated and fully migrated years ago, and bears no relation to any currently active contracts or products. Further investigation into the details is ongoing, and a comprehensive post-mortem report will be published once additional information becomes available. Earlier reports indicated that Thetanuts Finance may have suffered a hack, with estimated losses totaling approximately $2.1 million.
GitHub Updates Security Incident Investigation: Employee Compromised by Malicious VS Code Plugin, Approximately 3,800 Internal Repositories Stolen
GitHub posted on X platform, sharing more investigation details regarding the unauthorized access incident to its internal repositories. Yesterday, GitHub detected and contained an attack on an employee's device involving a malicious VS Code plugin. GitHub has removed the malicious plugin version, isolated the endpoint, and immediately initiated an incident response.Current assessment indicates that this activity only involved the theft of GitHub's internal repositories. The attackers' claim of approximately 3,800 repositories aligns with GitHub's investigation direction so far. GitHub has taken swift action to mitigate risks, rotating critical keys yesterday and overnight, and prioritizing the most impactful credentials. GitHub will continue analyzing logs, verifying key rotations, and monitoring subsequent activities. A more comprehensive report will be released upon completion of the investigation.
THORChain: Network Paused Due to Security Incident, Suspected Single Malicious Node Exploiting GG20 TSS Vulnerability to Steal Funds
Odaily Odaily, THORChain posted on platform X that its developers have released an incident update on Discord. Current evidence points to a node thor16uc...cn84q, which recently joined the network, as being associated with the attack. This node is operated by a single malicious actor. The primary hypothesis is that the attacker exploited a vulnerability in the GG20 TSS implementation, causing sensitive key material of vault participants to leak over time. This ultimately enabled the reconstruction of the vault's private key and the execution of unauthorized outgoing transactions.Regarding network status, the network has been paused after multiple node operators executed `make pause`. RUNE transfers and on-chain observation may resume within approximately 12 hours, but transactions, LP operations, signing, and other sensitive operations remain paused.Discussed recovery plans include slashing the affected node's bond, covering losses with protocol-owned liquidity (POL), or other community-driven solutions. THORSec and Outrider Analytics are continuing their investigation. The Treasury is gathering forensic data and coordinating with relevant law enforcement agencies. Full functional recovery is expected to take several days or longer.
Bitcoin BIP-110 Forced Signaling Window Opens in Less Than Two Weeks, Current Support Rate ~2.64%
Odaily Odaily News: The Bitcoin BIP-110 forced signaling window will open at block height 961632, expected around August 9, 2026. As of 8:40 AM (EDT) on July 27, the chain height is 959842, approximately 1790 blocks away from this activation block. The current BIP-110 signaling support rate is around 2.64%. BIP-110, officially named "Reduced Data Temporary Softfork," proposes to limit the size of certain data fields within Bitcoin transactions, targeting Ordinals-like inscriptions, large OP_RETURN payloads, and similar high-data-volume use cases. If activated, the restrictions will take effect at block 965664 and automatically expire after 52,416 blocks (approximately one year). Current signaling support primarily comes from Ocean, independent miners, and small-scale operators. Major mining pools such as Foundry, Antpool, ViaBTC, and F2pool have not yet switched to supporting the proposal. Foundry has requested clients to vote based on their average hashrate; only when “support” votes exceed 51% of the participating weighted hashrate will the pool switch all its blocks to signaling support. If the current signaling level persists until block 961632, nodes enforcing BIP-110 will reject blocks that have not signaled version bit 4 and will instead follow the minority of blocks that do signal. Unupgraded nodes will continue to accept both signaling and non-signaling blocks, and will follow the chain with the most cumulative proof of work.
ServiceNow's AI Business Annual Contract Value Exceeds $1 Billion in Q2
: Enterprise software company ServiceNow released its earnings report, with subscription revenue surging 25% year-over-year to $3.9 billion, exceeding TD Cowen's expectations of approximately $3.8 billion. Current remaining performance obligations reached $13.2 billion, surpassing TD Cowen's forecast of $13 billion.ServiceNow has raised its full-year subscription revenue guidance to $15.76 billion - $15.78 billion, with the upper end aligning with TD Cowen's estimates. The company's stock price has fallen 50% over the past year, as the market focuses on the potential substitution impact of generative AI on certain enterprise software services.OpenAI launched "Presence" on Wednesday morning, helping enterprises set up and run AI agents for automating tasks such as customer service, sales, and employee IT service request handling. ServiceNow is integrating AI into its existing products while launching new AI-driven offerings.ServiceNow stated that its AI business annual contract value exceeded $1 billion in the second quarter, and the number of customers deploying AI agents that have been put into production has grown ninefold over the past nine months. The company also signed 123 net new transactions with annual contract values exceeding $1 million, an increase of nearly 40% year-over-year.
Kimi K3 demand far exceeds expectations, suspending new subscriptions and expanding computing capacity
Kimi posted on platform X, stating that the market response to K3 has far exceeded expectations since its launch, with user demand in the past 48 hours approaching the upper limit of existing GPU computing capacity. To ensure the user experience for existing subscribers, new subscription services have been temporarily suspended. Current subscribers will not be affected, and the company is working to expand computing resources as quickly as possible, gradually resuming new user subscriptions in batches.Additionally, the future membership system will be split into two more targeted products: "Kimi Membership," designed for Kimi's web interface, app, and office scenarios, and "Kimi Code Membership," focused on programming workflows, to achieve more precise resource allocation and improve service stability.
The next four weeks are the final window for the US Congress to pass the Clarity Act this year
: Industry insiders indicate that after the US Senate reconvenes, it will enter a critical window of approximately four weeks, determining whether the Clarity Act can pass this year. The bill needs to complete the finalized text, Senate debate, and voting before the August recess, and secure at least 60 votes of support in the Senate. Current negotiation focuses include whether to retain the exemption clause for non-custodial developers within the "Blockchain Regulatory Certainty Act," and establishing an "ethics framework" for official conflicts of interest regarding President Trump's cryptocurrency business interests. Meanwhile, the passing of Senator Lindsey Graham and the absence of Mitch McConnell have weakened Republican voting power, increasing the importance of securing support from Democratic senators.
Core PCE Inflation Rate May Be Revised Down by 0.2 Percentage Points; US BEA to Adjust Some Calculation Methods for PCE
Odaily Planet Daily reported that the U.S. Bureau of Economic Analysis (BEA) recently announced adjustments to some calculation methods for the Personal Consumption Expenditures Price Index (PCE). The relevant changes are expected to be reflected in the data revision scheduled for release on September 30, 2026. Market estimates broadly indicate that this adjustment will likely lower the core PCE inflation rate by approximately 0.2 percentage points. Current data shows that over the 12 months ending May 2026, core PCE inflation stood at 3.4%, remaining above the Federal Reserve's 2% target since March 2021. The BEA's primary adjustments this time focus on three specific sectors: portfolio management and investment advisory services, computer software and accessories, and legal services, modifying their respective price calculation methods.Former Federal Reserve Governor Miran stated in a speech last December that "some of what should have been recorded as an increase in the quantity of service consumption has instead been recorded as a price increase." In May of this year, Miran, along with Fed economists Alessandro Barbarino and Anthony M. Diercks, published a paper analyzing the shortcomings of existing statistical methods, including issues with the measurement of products like portable storage devices and video games. JPMorgan economist Abiel Reinhart remarked, "‘Grand Theft Auto 6’ might also have a chance to influence the U.S. Treasury yield curve."
Gray-scale Research: AAVE Token’s Current Price Has Valuation Support; Reasonable Price in Base Case Scenario Could Reach $175 Within One Year
GreyScale Research’s report states that as the valuation framework for crypto assets gradually aligns with traditional financial analysis, decentralized finance (DeFi) protocols with clear cash flows and robust token value-capture mechanisms are attracting increased attention. Using Aave as an example, the report notes that Aave—the leading on-chain lending protocol—generates revenue primarily from lending spreads, treasury yields, and GHO-related activities (GHO being its native stablecoin). Following continuous improvements to its governance mechanism, the linkage between the protocol’s economics and the value accruing to AAVE token holders has strengthened.
Related news
Prominent Trader: Circle, Coinbase, and ETH Are Core Targets for Reshaping the Financial System, Current Key Allocation Direction
Trader Doctor Profit stated that his current key positioning is the "Galactic Three", namely Circle, Coinbase, and ETH, believing that the three correspond to compliant stablecoin issuance, crypto asset custody and trading, and tokenization and smart contract infrastructure respectively, and are core targets in the reshaping of the financial system in this new cycle.
Morningstar: Nvidia's Fair Value Estimate Set at $280 Per Share, 44% Higher Than Current Levels
Odaily News: Investment research firm Morningstar stated in a report on July 30 that it has set Nvidia's fair value estimate at $280 per share, 44% higher than the current level of approximately $194. The firm believes that Nvidia's 17% decline since mid-May has begun to diverge from its fair value estimate.Morningstar also assigned Nvidia a "very high" uncertainty rating. The risks it listed include the possibility of hyperscale cloud providers developing their own AI hardware in the future, as well as related customers cutting spending in response to investor demands.Morningstar Senior Equity Analyst Brian Colello stated that the likelihood of strong AI capital expenditure in the near and medium term remains high, and Nvidia's growth prospects are being underestimated. He also noted that the stock appears to exhibit undervaluation characteristics.
Anthropic AI Model Weakens HAWK Minimum Key Strength in 60 Hours
: Anthropic's Claude Mythos Preview model discovered a flaw in the proposed HAWK digital signature scheme, effectively halving its minimum key strength. HAWK is one of the candidate schemes to replace current network and bank signatures in a post-quantum environment. This AI-driven attack took approximately 60 hours, with a computational cost of around $100,000, reducing the effort required to break HAWK's minimum parameter set from roughly 2^64 operations to 2^38 operations, and diminishing the attractiveness of larger compensating key sizes. Current Bitcoin and Ethereum signatures remain unaffected. The results indicate that the capabilities of classical cryptanalysis attacks are improving, while Bitcoin and other networks continue to discuss when and how to migrate to quantum-resistant cryptography.
Robinhood CFO: July stock, options, and prediction market trading volumes roughly flat with Q2
Robinhood CFO Shiv Verma said during the earnings call that the average daily trading volume for stocks, options, and event contracts in July was roughly flat with the second quarter levels. Current net deposits for July are approximately $4 billion, excluding deposits from Trump accounts.Verma also revealed that 7 million children have registered for Trump accounts, and deposits have neared $1.5 billion since the launch in July.
$73.82 million long position: A Hyperliquid trader deposited 15.29 million USDC and opened a long position with up to 20x leverage
Odaily Odaily reports, according to monitoring by Onchain Lens, a Hyperliquid trader deposited 15.29 million USDC and then opened a long position worth approximately $73.82 million. Current main positions include: SP500 long position of $62.02 million with 20x leverage; MU long position of $6.88 million with 10x leverage; SNDK long position of $4.92 million with 10x leverage. Historical cumulative profit is approximately $1.6 million.
Bitcoin BIP-110 Forced Signaling Window Opens in Less Than Two Weeks, Current Support Rate ~2.64%
Odaily Odaily News: The Bitcoin BIP-110 forced signaling window will open at block height 961632, expected around August 9, 2026. As of 8:40 AM (EDT) on July 27, the chain height is 959842, approximately 1790 blocks away from this activation block. The current BIP-110 signaling support rate is around 2.64%. BIP-110, officially named "Reduced Data Temporary Softfork," proposes to limit the size of certain data fields within Bitcoin transactions, targeting Ordinals-like inscriptions, large OP_RETURN payloads, and similar high-data-volume use cases. If activated, the restrictions will take effect at block 965664 and automatically expire after 52,416 blocks (approximately one year). Current signaling support primarily comes from Ocean, independent miners, and small-scale operators. Major mining pools such as Foundry, Antpool, ViaBTC, and F2pool have not yet switched to supporting the proposal. Foundry has requested clients to vote based on their average hashrate; only when “support” votes exceed 51% of the participating weighted hashrate will the pool switch all its blocks to signaling support. If the current signaling level persists until block 961632, nodes enforcing BIP-110 will reject blocks that have not signaled version bit 4 and will instead follow the minority of blocks that do signal. Unupgraded nodes will continue to accept both signaling and non-signaling blocks, and will follow the chain with the most cumulative proof of work.