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Today · 2026-08-04 · Tue

Clarity's Crash Morality Clause narrowed through the window in August

According to Crypto In America, there is still no indication that the Clarity Bill is ready for consideration by the Senate as a whole. The encryption money industry is dismayed by the fact that no date has been set for the vote, that no updated legislative text has been published and that negotiations on the most controversial issues of the bill are still under way; and that only 14 working days remain until the senators leave Washington for the August recess. The issue of ethics remains an inescapable major challenge; finding a viable solution that enjoys both the support of Democrats and the approval of some Republicans is likely to determine whether the Clarity Bill will enter the full-house deliberations this month. However, Democrats have stated that in recent weeks they have had little knowledge of the ethics-related issues - including a meeting in the White House last Thursday afternoon, which aimed to secure presidential support for the provisions to prevent government officials from using digital assets for profit. Although it is not clear what the specific discussions will be and whether the President has made any commitments, sources familiar with the negotiations have indicated that as of this morning, the White House has not clearly expressed its support for the ethical guidelines, which could further delay the release of an updated version of the Republican bill. Summer Mersinger, Chief Executive Officer of the Block Chain Association, stated that “The Committee on Agriculture is still finalizing the details of the text. They say that at this stage only a few technical revisions are left.” The prevailing view in Parliament Hill is that negotiators must be ready by the end of the weekend for a “closing debate vote” on “motion to move forward”, which will require 60 votes to move the bill forward to the entire Senate. If the bill fails to enter into the full-house review next week, the window for its adoption before the August recess is effectively closed。

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Hacken Report: Institutional investors are more concerned with ongoing surveillance and incident response

In its security and compliance report for the second quarter of 2026, Hacken indicated that institutional investors were no longer relying solely on smart contract audits, but were focusing more on ongoing surveillance, signatory control and incident response capacity. Of the 1,427 projects tracked by Hacken, only 9 per cent had third-party monitoring and 4 per cent had monitoring, leakage payments and security audits. The report indicates that 88.3 per cent of the approximately $764 million in stolen funds in the second quarter was related to the destruction of private keys, signatories and infrastructure. The report states that 14 of the targeted projects were previously audited, but most of the losses were outside the scope of the traditional smart contract audit。

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Bernstein raised the target price of Robinwood from $130 to $160

On 20 July, THE BLONK reported that Bernstein had raised the target price of Robinhood from $130 to $160 and maintained the “Outperform” rating. The agency expects that, with the promotion of this new generation of trading bets by Rothera and Robinson Chain, the market will be expected to replace encrypted currency at the earliest in the second quarter as one of the main sources of income for Robinwood。

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Aliyun release light application server "Specific case for smart body"

On 20 July, Ariyun launched a case-by-case case for the smart body of a light application server, packing vCPU, memory, cloud disks, 200 Mbps peak bandwidth (flow-free) with the large model Tokens (between 100 million and 3.2 billion) as a prepaid set to provide a one-stop AI Agent operating environment for users. Currently online in 12 regions, including Beijing, Shanghai and Guangzhou, support will be given to more national and overseas territories in the future。

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OKX World Cup Forecasting Activity, X Layer Ecology has been over $136 million for almost 30 days

On 20 July, according to official data, the OKX World Cup forecast was officially accepted on 19 July, with a cumulative total of 433,590 participants and a total award pool of approximately $4.2 million, covering 104 competitions. As of 20 July, the OKX X Layer ecology had reached a total of 136,048,079 transactions in 30 days and the chain delay and block settlement frequency was below 100 ms. According to the information received, the OKX World Cup forecast was launched on 3 June and is the first self-employed application of the OKX-based trading infrastructure Exchange OS. The event was based on the projection of events, further reflecting X Layer ' s carrying capacity in high-frequency interactive, low-delayed settlement and chain-to-trad infrastructure。

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Wigang Chen White: One of the most scarce resources in the next decade is stored and prices are still rising in the second half of the year

According to Chairman Chen Libai, one of the world ' s most scarce resources in the next decade is storage and electricity (especially green electricity). He expected that storage prices would continue to rise in the second half of the year, and that there would be expected to be a sustained increase in the second half of the year as long as the prices of the products were high and there was sufficient supply for sale and the profits of the enterprises concerned were not justified。

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Damo: With Burnham as British Prime Minister, the British political risk premium fell

On 20 July, Morgan Stanley strategist stated in a report that the British political risk premium had declined with Andy Burnham coming to the post of new British Prime Minister on Monday. The strategists stated that geopolitical concerns continued to press British Treasury debt, but political concerns were easing. They indicated that if tensions in the Middle East eased, the return on British Treasury debt was expected to decline。

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Polymarket World Cup Championships has lost over 66 per cent of their addresses, and large profits are concentrated in a few traders

On 20 July, according to @defioasis, of the more than 194,000 independent trading addresses that Polymarket projected to belong to the World Cup market, close to 130,000 addresses forecast losses, representing 66.7 per cent, of which 114,000 had losses of $100 and an average loss of less than $10; 43 had losses of more than $100,000 and a total loss of $15 million. On the profit side, most of the profits are within $100, with an average of less than $5; the real large gains are mainly from a small number of traders, with 54 addresses that have successfully earned more than $100,000 and earned more than $22 million。

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President of Iran: No concessions in any of the memorandums of understanding

At the meeting of the Supreme Council of the Judiciary, Iranian President Pezerhziang stated that today we are in a state of war and that it is no longer possible to govern the country in accordance with the usual rules and procedures of the past. Today more than ever, we need solidarity, consensus, decision-making based on collective wisdom and synergy among national institutions. The Iranian Government will also use all its resources to seriously promote reform of unjust structures and to serve its people. At the faith level, it is unacceptable to live in a society where people suffer from livelihood, unemployment, poverty and misery. In that 14-point memorandum of understanding, we made no concessions on rights, principles, national interests, revolutionary values and beliefs. Not only have we not made any concessions against national interests, but, after careful examination of the terms of the agreement, most of the results have been in favour of the Islamic Republic of Iran; indeed, no provision has been found that would bring unilateral benefits to the United States side. Kim Xian

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Kimi K3 is approaching the upper limit of the calculator

According to Deedy Das, a partner of Menlo Ventures, Kimi K3's fire brought him to the upper limit of his calculus and suggested a "calculative multi-head" logic. K3 went online for two days and entered the top 10 of OpenRouter's usage, processing approximately 140 billion tokens daily. The demand was then brought closer to the dark side of the month and new subscriptions were suspended. Das determined that the most valuable in the coming years would be those who would lock up GPU, clouds and electricity in advance. As long as the strongest model continues to be smart, users continue to pursue top-level capabilities and reason that prices have not fallen sharply, the ability to calculate will long run short of demand. This logic is premised on the fact that, once model capabilities have peaked, ordinary tasks have shifted to cheap models, or the cost of reasoning has suddenly decreased significantly, and the scarcity of computing has diminished. Modellers may also have high revenues, but they are still being dragged into losses and losses by training, talent and cost-recovery。

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