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Today · 2026-08-05 · Wed

Kimi K3 is on line for 48 hours approaching the limit of his ability to calculate

Kimi announced that since Kimi K3 had been online, the number of requests over the past 48 hours had significantly exceeded projections and the existing calculator cluster was nearing the carrying limit, thus suspending subscriptions to new individual users as of that date. The interests of existing members are not affected, and Kimi will give priority to current calculations for subscribers and speed up the expansion. Once the new budget is in place, the membership will be gradually liberalized, while the membership system will be adjusted, the new users will need to purchase the Kimi main product interest and the Kimi code interest, respectively, and the new programming package will use a stand-alone amount and provide additional slots。

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Intra-American companies sold a record $77.6 billion in equities in the first half of 2026

INTRA-UNITED STATES FIRMS SOLD A RECORD $77.6 BILLION IN EQUITIES IN THE FIRST HALF OF 2026, AN INCREASE OF 20 PER CENT OVER THE SAME PERIOD IN 2025. THIS FIGURE IS THE SECOND HIGHEST IN 20 YEARS, WITH THE RATIO OF SALES TO PURCHASES BEING 11 TO 1, WITH A TOTAL OF $6.9 BILLION. DESPITE LARGE-SCALE SALES FROM INSIDERS, THE TECHNOLOGY, MEDIA AND TELECOMMUNICATIONS (TMT) INDUSTRY HAS A MARKET VALUE OF 49 PER CENT IN THE STANDARD & POOR ' S 500 INDEX, A RECORD HIGH OF 9 PERCENTAGE POINTS ABOVE THE PEAK OF THE INTERNET BUBBLE IN 2000。

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The U.S. Secretary of Energy says military operations against Iran will continue

On 19 July, according to U.S. Secretary of Energy Wright stated on 19 July local time that United States military operations against Iran would continue until President Trump achieved his military objectives. In his interview, Wright stated that the aim of the Trump administration was to prevent Iran from acquiring nuclear weapons and to weaken its ability to threaten neighbouring countries and global business activities.” The task would therefore continue until the mission was accomplished

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There was an explosion from a missile attack near Abadan, Iran

On 19 July, according to information from the Iranian side on 19 July, an explosion was heard in Abadan, Iran. The Deputy Governor for Security of the Iranian province of Khuzestan stated that on the same day, the outskirts of the city of Abadan were attacked by missiles. According to the Iranian side, the attack was carried out by United States forces. The attacks occurred on the extraterritorial margins of the city ' s administrative district and no casualties are currently being caused. According to the information received, Abadan is a well-known Iranian oil town located in Khuzestan, an oil-producing area. (observed)

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Kimi K3 impact Anthropic valuation projection

On 19 July, it was projected that on the market Polymucket, Anthropic ' s probability of reaching $1.5 trillion by the end of the year had declined significantly. Polymarket linked this change to the covert issue of KimiK3 and stated that Anthropic ' s valuation was expected to be affected. On 17 July, traders assumed that the probability of touching the $1.5 trillion valuation during the year of Anthropic was about 77 per cent; by 18 July, that figure had dropped to 67 per cent, a decline of about 10 to 11 percentage points in one day. Market sentiment changed after KimiK3 was released. It is important to note that the decline is the projected contract price in the market, not the 11 per cent decline in the real valuation of Anthropic. The contract was betted on whether the Anthropic valuation could reach or exceed $1.5 trillion by 31 December 2026, and the probability changes only reflected the expectations of the participants in the transaction for that purpose. Anthropic ' s most recent open financing took place on 28 May, completing the $65 billion H round of financing, with a post-investment valuation of $965 billion. To meet the target of $1.5 trillion set by the Polymark contract, its valuation would require an additional $53.5 billion, an increase of over 55 per cent。

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ORACLE'S CDS PRICE DIFFERENTIALS ROSE TO AN ALL-TIME HIGH OF $117 BILLION

According to Ice Data Services, Oracle ' s credit default swap (CDS) price differentials rose by about 10 basis points to 198.23 on Friday, a record record record. Oracle holds approximately $117 billion in bonds in the United States high-rated corporate bond index in Bloomberg, the largest company outside the financial sector in the index. The market is sceptical about Oracle's capital-expenditure strategy and the return on AI's investment prospects。

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Public opinion: High-market cabinets have a higher than their support rate

On 19 July, according to the opinion survey published in Japan ' s Daily News on 19 July, the support rate for the Cabinet in Gao City fell from 51 per cent in June to 41 per cent, the first time since she took office that the support rate for the Cabinet fell by 50 per cent in that newspaper ' s poll; the non-support rate rose by 9 percentage points, from 35 per cent to 44 per cent. This was also a 50 per cent fall this week in the popularity of the second major Japanese media poll. Xinhua

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The Korea Financial Regulatory Authority has initiated sanctions against the Upbit operator Dunamu

According to the Korean Federation, the Korea Financial Regulatory Authority has issued an investigation report to the Upbit operator, Dunamu, to initiate sanctions procedures. The company had previously been subjected to a 44.5 billion won hacker attack. Since the incident, the Financial Supervisory Authority (FSS) has been investigating whether there have been violations of the Virtual Asset User Protection Act, but it remains uncertain whether there are no direct penalties for hacking or computer system failure, which would result in severe disciplinary action. The Financial Supervisory Authority plans to inform the company in advance of its sanctions opinion, which includes the level of sanctions, after the company has provided an explanation. The final sanctions will then be determined by resolutions of the Sanctions Review Committee, the Securities and Futures Monitoring Committee and the Financial Services Committee。

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THE ORACLE DEFAULT RISK INDEX (CDS) HAS SOARED TO ITS HISTORICAL PEAK

On 19 July, Oracle ' s credit risk index rose to its historical peak, reflecting deep market concerns about the sustainability of the investment boom in AI. According to ICE Data Services, the price differential for Oracle credit default swap (CDS) rose by about 10 basis points to 198.23 on Friday, a record record record, surpassing the previous peak of 198.18 on 27 March. This means that the cost to investors of protecting Oracle debt from default has risen to unprecedented levels. Oracle owns approximately $117 billion in bonds in the Bloomberg high-rated corporate bond index, making it the largest company outside the financial sector in the index. At the same time, the release of the new AI model Kimi K3 raised concerns about the competitiveness of existing AI products and the overall pressure on the technology unit. The above-mentioned overlap has further deepened the market ' s doubts about Oracle ' s aggressive capital-expenditure strategy and the return on AI ' s investment prospects。

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The issuer of a stable currency abroad, Tether, is required to comply with the requirements of the Genius Act

Foreign stabilizers such as Tether may need to meet the requirements of the Genius Act by July 2028, or face the risk of losing their qualifications on the United States Centralized Exchange. Compliance requirements may include registration with the United States Monetary Supervisory Authority (OCC), compliance with United States freezing and seizure orders, and adjustment of the USDT reserve structure. The implementing regulations have not yet been finalized by the federal regulatory bodies。

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Jordanian armed forces reported intercepting three Iranian-launched missiles

On 19 July, the Jordanian Armed Forces Command-General issued a statement on 19 July, local time, that the Jordanian air defence system had successfully intercepted and shot down three of the four Iranian missiles launched against targets in Jordan on that day, and that one missile had landed in a remote area in southern Jordan far from populated areas. The statement stated that the incident had not resulted in loss of life or property. The Royal Jordanian Engineers Force has travelled to the missile crash site to conduct disposal and on-site alerts in accordance with the relevant technical and safety procedures. The statement stressed that the Jordanian armed forces would continue to maintain the highest level of alert and to maintain constant control over Jordanian airspace and would respond resolutely to any act that threatened the national security of Jordan and the lives of its citizens。

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Kuwait ' s power generation and desalination plants were attacked in three consecutive days

The Kuwaiti Ministry of Electricity, Water and Renewable Energy issued a 19-day statement stating that the power generation and desalination plants that had been attacked in the country on 17 December were again attacked that same day. This was the third time in three days that power generation and desalination plants were attacked in the country. According to the unit, the attack was launched by Iran, which caused a fire in the plant area and affected the operation of a large number of generators. The Government of Kuwait immediately initiated a contingency plan to contain the damage, maintain the stable functioning of the national electricity grid and call on the local population to reduce the electricity system load by saving electricity。

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Kraken introduced a United States dollar cash settlement of bitcoin and a European-style option at Kraken Pro

Kraken announced the introduction of United States dollar cash settlement bitcoin and ETA options on Kraken Pro, initially open through RFQ to eligible international customers outside Europe, North America and Australia, and then the European market will be launched. The product aims to lower the right-to-trade threshold through a dollar-denominated settlement, a unified account and a default portfolio bond, and in the future plans to launch a public order book, expand area coverage and support more assets。

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Jordanian armed forces reported intercepting three Iranian-launched missiles

On 19 July, local time, the Jordanian Armed Forces Commander-in-Chief issued a statement that the Jordanian air defence system had successfully intercepted and shot down three of the four Iranian missiles launched against targets in Jordan on that day, while another missile landed in a remote area in southern Jordan far from populated areas. The statement stated that the incident had not resulted in loss of life or property. The Royal Jordanian Engineers Force has travelled to the missile crash site to conduct disposal and on-site alerts in accordance with the relevant technical and safety procedures. The statement stressed that the Jordanian armed forces would continue to maintain the highest level of alert and to maintain constant control over Jordanian airspace and would respond resolutely to any act that threatened the national security of Jordan and the lives of its citizens。

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