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Today · 2026-08-04 · Tue

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。

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Macro Cay: Possible reversal of the United States Treasury Performance Curve

The Kaiser macro said that, as a result of the tensions and interest rate hikes in the Strait of Hormuz, the margin of return on United States Treasury debt over the 10-year and two-year periods would narrow and the yield curve could be upside down. The Kaiser Macro forecasts that the Fed will increase interest rates by 75 basis points in the coming year, with the current market reflecting 40 basis points。

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BTC OG INNER WHALE "BTC MULTIWARE TOP 1": BTC OG INNER WHALE WITH A SINGLE LOSS OF UP TO $13.43 MILLION

THE SINGLE-DEFICIT BTC OG WHALE NARROWS FROM $15.506 MILLION (-95.67 PER CENT) TO $13.435 MILLION (-80.83 PER CENT). THE AVERAGE PRICE OF THE WHALE IS US$ 76,117.30, CURRENTLY US$ 65,524.95 AND THE LIQUIDATION PRICE IS US$ 20,618.54 AND THE SIZE OF THE WAREHOUSE IS US$ 83,101.76. THE ADDRESS, WHICH HAD MORE THAN 50,000 BTCS IN ITS POSSESSION, GRADUALLY CHANGED PARTS OF THE BTC TO ETH AFTER EIGHT YEARS OF SILENCE, OPERATING AT A HIGH LEVEL IN KEEPING WITH THE STATEMENTS OF TRUMP AND THE UNITED STATES POLICY MOVEMENT。

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The former Microsoft AI team created Skyfall AI, proposed a $1 million acquisition company and tested AI for CEO responsibility

On 20 July, Skyfall AI, a start-up company founded by former members of the Microsoft AI team, announced that it would test the feasibility of a fully operated company with artificial intelligence by acquiring a small B2B Saas or an electrician company, with the aim of having AI assume a similar role as CEO. Skyfall plans to invest up to $1 million in the acquisition of a real business and to make the AI system responsible for the core business chain of pricing, marketing, customer support, finance and operations, while reducing manual intervention. The aim of the company is to double the revenues of the acquired enterprise in the event that the experimental process is publicly documented。

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CZ: AI IMPROVES PRODUCTIVITY, BITCOIN HAS INFLATIONARY VALUE STORAGE PROPERTIES

The founder of Binance, CZ, wrote that AI promoted productivity growth, while Bitcoin had a fixed supply to counter inflation and protect wealth. CZ states that the AI industry contributes to industrial change by investing billions of dollars in infrastructure, but that AI companies can issue equity financing, and the value of investment depends on business performance. By contrast, the total supply of bitcoin is fixed at 21 million, and the holders have scarce assets that cannot be diluted. CZ considered AI to be not a competitive relationship with bitcoin, but a complementary asset。

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KOREAN OFFICIAL: KOREA MUST DEVELOP ITS OWN LOCAL FRONT-LINE AI LARGE MODEL

Korea ' s Minister of Science and Technology, Bae Kyung-hoon, declared on Monday that the front-line large artificial intelligence model or geostrategic asset that would evolve into a comparable nuclear weapon, and reiterated the need for Korea to develop its own home-grown front-line AI large model. Just a month ago, on security grounds, the United States Government suddenly banned offshore users from accessing the top-of-the-line Fable and Mythos models of Anthropic. BaeKyun-hoon, who came on the first anniversary of his appointment as Minister, stated at the relevant meeting: “The nuclear-weapon-like strategic attributes of the front-level AI mega-models are increasing, and the desire of some States to control such top-level AI systems will only increase. He added: “We are developing specific programmes and are actively coordinating the relevant departments within the Government. Korea must take up the challenge and study its own front-line AI megamodels as a way to build a global level of artificial intelligence competitiveness.”

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Superseed relinquished its own L2 network and users had to complete the transfer of assets by 15 August

Superseed has renounced its own L2 network and moved to the Etherman network. Superseed focused its resources on the original loan agreement, Suprusd and Super Strategies development. The Supersed L2 chain will be discontinued on 15 August, and users holding assets such as USDC, USDT, CBBTC, ETH will have to complete the cross-chain transfer by that date. If a user in possession of a SUPR currency misses the deadline, the balance will be recorded at the time of disablement, followed by an exclusive contract to claim SUPR from the original ETA。

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base announces that cobalt will launch new functionality in september

base sent that cobalt would be launched in september, with focused functions including sponsorship, batt calls and session keys. of these, sponsorship allows for the application of user-sponsored transaction costs, achieves free gasbatch calls to support the packing of multiple transactions in one case, while reduced operational steps so as to allow user authorization to be used to sign transactions on behalf of a given range and reduce duplication。

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