Flash News

Auto-synced blockchain, market and macro-finance updates

Auto
Today · 2026-08-04 · Tue

MORGAN STANLEY: INCREASED MEMORY SHORTAGE, 3RD QUARTER RING RATIO OR AT LEAST 25 PER CENT INCREASE IN DRAM PRICES

On 21 July, a Morgan Stanley analyst, Joseph Moore, stated that, following an exchange with data centre buyers last week, there were no signs of abating the current supply of memory, and that the price of memory products such as DRAM was expected to increase by at least 25 per cent on a comparable basis from the second to third quarters, higher than Morgan Stanley and third-party agencies had previously anticipated. Moore points out that the memory shortage may have further deteriorated in 2027 and 2028, and that AI needs are consuming DRAM capacity in large quantities, thus affecting the supply of other areas, such as PCs and smart phones. Morgan Stanley argues that the current market is not only facing the growth of AI's demand for memory, but is itself becoming one of the major bottlenecks in the expansion of AI。

View Details

Clarity Act has stalled in the Senate and industry organizations are concerned about the deletion of article 604

Clarity Act remains in the Senate one week after its adoption by the United States House of Representatives. Coin Center and Blockchain Association see Article 604 as key provisions for the protection of open-source innovation. Stefan Muehlbauer, the head of United States government affairs in Certik, stated that the deletion of section 604 mixed software development with financial services and made the developers subject to the Bank Secrecy Act. OpenPayd CEO Iana Dimitrova indicated that the need for a federal regulatory framework was made clearer by the expansion of the transfer of stable currency across borders. The bill deals with accounting standards and recognizes that the SEC Staff Accounting Bulletin SAB 121 has been withdrawn. According to GoMining CEO Mark Zalan, bitcoin still faces regulatory gaps such as tax processing。

View Details

Hackers attacked the Kenyan presidential network and demanded five bitcoin ransoms

On 21 July, the Government of Kenya is investigating a hacker attack on the official website of President William Ruto. On 18 July, the attackers briefly tampered with the President ' s website and demanded payment of five BTC ransoms, otherwise undisclosed data would be disclosed. The Minister of Information, Communication and Digital Economy of Kenya indicated that the Government had launched a cyber-security response mechanism and had jointly conducted forensic investigations with relevant agencies. There is no evidence of unauthorized access to or disclosure of sensitive data, and government digital services remain operational。

View Details

Founder of Nansen: Watch apples, end-side AI and hardware advantages or new growth dynamics

On July 21st, the founder of Nansen, Alex Svanevik, wrote that once again look after Apple. In his view, Siri and the search function in the iOS 27 Beta version had improved significantly and, while there was room for improvement, it was moving in the right direction. In addition, he stated that the development of the small model would significantly benefit apples and that the high-quality AI reasoning was about to be realized; the new CEO Ternus had the hardware background and was expected to further enhance the hardware advantage of apples. At the same time, the fact that apples still have a strong free cash flow and maintain their position as the most influential brand in the technology industry underpins their long-term vision。

View Details