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Today · 2026-08-04 · Tue

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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Former New York State Governor Cuomo joined the board of board

OKX official announcement that Andrew M. Cuomo, former Governor of New York State, had joined the OKX Board. Cuomo was the Attorney General of the State of New York and the United States Minister of Housing and Urban Development, providing advisory support to OkX on United States regulatory and institutional strategies since 2023. OKX stated that the appointment would bring public sector and regulatory experience to United States market outreach and traditional financial and digital infrastructure development. Prior to this, OkX and ICE, the parent company of the New Haven, announced the establishment of a 50:50 joint venture。

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Stammer officially left British Prime Minister: my work is done

British Prime Minister Stammer, speaking out on Downing Street, said, “My work is done. In six and a half years, I led our party out of the historic defeat of 2019, turning it into a party capable of facing the country and winning an overwhelming victory in the general elections of 2024. Since then, it has been an honour for me to serve you and this great country as Prime Minister. I believe that Britain is now stronger and fairer than it was two years ago. However, I will always remember that the most modest thing about this job is that you can sit in the front row and witness the performance of the country's greatest thing. Countless tenacity can be seen daily — from the perseverance, perseverance, integrity and compassion of those who serve their country.” “We must remember the greatness of Britain. When we debate how to solve the problem, we inherit something from our national and national identity, and we can give us confidence that we can make our country better. We can create a Britain where every child can walk further with talent, and if we do not succumb to division, we can bring people together under a common flag. I therefore wish Andy Burnham every success as I hand him the baton now. He has my full support... I thank the British people for the opportunity to serve me. I leave with dignity and with a smile, and I am proud of all that we have achieved.” Kim Xian

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HSBC: IF THE AI CYCLE COOLS GLOBAL TRADE GROWTH OR SLOWS DOWN

On 20 July, HSBC economists stated in a report that global trade growth could slow if AI-related demand subsided. They noted that global trade remained closely linked to the AI cycle and that, in nominal terms, related commodities contributed to 80 per cent of global export growth. These commodities account for about 80 per cent of Taiwan ' s total exports and 27 per cent of United States imports. They noted that export performance was weak after the removal of scientific and technological products, and that growth in other categories of exports had been largely stagnant since 2024. In addition, AI is supporting the growth of trade in services. However, they believe that, according to the capital expenditure projections of the world ' s leading super-massive cloud service providers, the AI boom is expected to continue for some time, even if next year ' s investment growth slows. Kim Xian

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FATF: 83 PER CENT OF THE JURISDICTIONS SURVEYED HAVE ADVANCED ENCRYPTION CONTROL AND IMPLEMENTATION OF TRAVEL RULES

THE FINANCIAL ACTION TASK FORCE (FATF) ISSUED THE SEVENTH TARGETED UPDATE OF THE STANDARDS FOR VIRTUAL ASSETS AND VIRTUAL ASSET SERVICE PROVIDERS, REPORTING THAT 83 PER CENT OF THE JURISDICTIONS SURVEYED HAD ADVANCED ENCRYPTION AND TRAVEL RULES AND 11 JURISDICTIONS WERE STILL WORKING ON THEM. FATF REQUIRES JURISDICTIONS TO PROMOTE THE REGULATION, LICENSING AND REGISTRATION OF VIRTUAL ASSET SERVICE PROVIDERS (VASP) AND REFERS TO OFFSHORE VASP REGULATORY CHALLENGES AND CASES OF CURRENCY ABUSE, INCLUDING THE ISSUANCE OF A MONEY-LAUNDERING NODE IN CAMBODIA AND THE PROMOTION OF A STABLE CURRENCY THAT CAN RESIST THE ASSET FREEZE。

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slow fog: malice track ide extension disguised as solidity plugin

according to slow fog reports, malice track ide extended juannegro.solity disguised as solidity plugin and acted as a cross-platform malicious software deliveryer. the extension will be self-executed and sustained after the ide start, and the dynamic c2 configuration will be stored and acquired using the taifung smart contract, allowing the attackers to update the c2 endpoint and payload without re-dispatch. although the extension has been removed from open vsx, it is still available through the trae marketplace as of 18 july, and installed users should immediately delete and check for damage to the system。

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