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Today · 2026-08-05 · Wed

The money chain is in the lead in the monetization of the United States Treasury

The money chain has taken the lead in the monetization of the United States Treasury debt market and is now prominent in the category of national debt in the real assets (RWAs). During the first six months of the year, market speculation cooled, and RWAs had the opportunity to show their organic growth data. According to the BSC Daily report, an assessment of the growth of the money chain in the network of monetization of US Treasury bonds shows that US Treasury bonds have been monetized to date at approximately $2.8 billion, ahead of competitors at Etherport at about $1.3 billion. The national debt of monetization represents a close link between traditional finance and Web3.0. Many of the major issuers are traditional finance companies, such as Franklin Templeton, which leads by over $1.6 billion in national monetization, surpassing the $1.5 billion of the Stabilized Money giant, Circle. Although the monetized national debt market is relatively new, it has shown strong growth, indicating that there is still significant room for further adoption. The growing dominance of the money chain in the monetization of the United States Treasury debt market may have increased the market attractiveness of BNB。

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Ali introduced Qwen 3.8 at night consumption as low as 2%

Ali officially launched the Token Plan personal version of Qwen 3.8, which can be accessed by users in tools such as claude code, cursor and qwen code. The personal editions are priced at a maximum of $39, $139 and $499 per month. The team version has been accompanied by reductions of $150 per seat, $550 per seat and $1398 per seat, respectively, for standard seats, senior seats and per seat. The amount of Qwen3.8-max-preview ' s consumption is also reduced by a deduction of credits at 10 per cent of normal usage during the day and a further 20 per cent at night, equivalent to 2 per cent of normal usage。

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SemiAnalysis: Kimi K3 will reverse the pull of Yvette and HBM

On 19 July, Kimi K3, a large model under the cover of the month, introduced linear attention mechanisms, raising concerns about the possible weakening of the demand for Yin Weida, HBM and network equipment. However, SemiAnalysis, a semiconductor research institute, has recently made quite different judgements: the large size of K3 parameters and the need for a reasoning structure not only does not weaken high-end AI hardware requirements, but may further enhance demand for high-end GPU, HBM and high-speed interconnection equipment. SemiAnalysis states that the K3 parameter size exceeds 2.8 trillion and the model weight capacity exceeds 1.5 TB HBM. Even in a relatively limited number of user scenarios, KV caches still require large amounts of offloading to CPU DDR5 memory and NVME storage, and HBM space does not generate significant surplus. More importantly, the dark side of the month had previously revealed that the efficient reasoning deployment of K3 required a large-scale extended-area structure of at least 64 chips. This hardware requirement corresponds to the design direction of a stage AI system such as GB200/GB300 NVL72 in Weida. SemiAnalysis argued that the logic of the market's prior understanding of linear attention as “dividing GPU demand” was biased. The real impact could be the opposite: a more efficient model structure reduces AI reasoning costs and will drive more applications to land, thus stimulating the long-term demand for GPU, HBM, DRAM and network infrastructure. (Grunting)

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Japan Logistics Corporation introduced stabilization currency payments and is expected to be the first large-scale business case

according to daily news reports, the japanese logistics company az-commaru and holdings, which had taken over distribution operations in japan in the amazon, will introduce stable currency payments to some 2,300 cooperative transport companies and individual truck drivers to pay for commissioning fees, etc. the company will use the yen-stable currency issued by the financial technology company jpyc, jpyc, which is expected to be the first case of large-scale enterprise in japan. z-commaru and will also establish operational cooperation with jpyc and contribute 1 billion yen。

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Iran condemns the “terrorist attack” by the United States on a nuclear power plant

The Atomic Energy Organization of Iran issued a 19-day statement condemning the United States “terrorist attack” on a site where a nuclear power plant was being built. According to the Atomic Energy Organization of Iran, at approximately 3.39 a.m. on the same day, the United States attacked the site of the project at the nuclear power plant in Dharhowin, which Iran was building. It condemned the attack as a violation of international law。

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Michael Hartnett: Market sentiment is overheating, suggesting a summer shift from risk assets to defensive assets

According to early release In A, the Bank’s chief investment strategist, Michael Hartnett, stated that the Bank’s targets had risen to an extreme level of 9.6, and that investor optimism was based on a modest economic landing, a non-interest rate for the Federal Reserve, an unmitigated AI capital expenditure and the Democratic Party’s failure to sweep Congress’s four assumptions. The United States equities received a net inflow of $55.8 billion, the money market fund recorded a net outflow of $119.6 billion and the science and technology block received a three-week inflow of $48.8 billion. Hartnett proposes to evacuate the risk assets during the summer and shift to long-term national debt, defensive blocks, high dividends and United States dollars. He pointed out that if oil prices fell by $65, the cyclical block would be drawn down, and a breakthrough of $70 would constitute an entry signal. The biggest tail risk lies in the fact that the megatech companies cut AI capital spending and failed to drive the MAG7 innovation。

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Latin American Insight: Proximity of the Bolivian Stable Currency, Market of the Venezuelan P2P, Libra, Argentina

The Latin American Insight report shows that Bolivia is assessing the integration of Tether ' s USDT into its payment system, that Venezuela ' s encrypted P2P economy has reached a new high, and that the Argentine federal judge has issued a new freezing order in the Libra case. This is the most relevant encrypted news collection in Latin America over the past week。

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The Flaming Currency HTX United ForeGate and other institutions launched the World Cup's reception, with a total of USDT 8 million

On 19 July, according to official media sources, a special event was held on the occasion of the World Cup “48 Hours of Final War: No Closing Forecast”, co-organized by HTX United ForeGate, OKX, WEEX, OneBullEx, Interlace, Billion Live and others. The event will continue until 20 July at 21:30 (UTC+8), with users viewing the event live through Billion Live, experience pre-Ai predictions through ForeGate, participation in the races and interactions, and participation in the X Space AMA, finals and lucky draws, with a total pool of 8,000,000 USDT. The event focused on the final 48 hours of the World Cup, with the central theme of “AI vs genre vs vs human judgment”, integrating a variety of games such as AI prognosis, live broadcast of events, round guesses, red bags, X Space deep disks, and building the final 48 hours of the World Cup into an all-embracing immersion prediction experiment. Not only can users test the performance differences between AI models, empirical judgements and “genetic” predictions in real time, but they can also win rich rewards in their interactions and bear witness to the ultimate challenge of the convergence of technology, intuition and luck。

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CHEN MOBO: HONG KONG WILL PUT IN PLACE POLICIES TO SUPPORT SMES TO ADOPT AI

The Director-General of Finance of the HKSAR Government, Chen Mobo, announced on 19 September that the HKSAR Government would introduce an optimized version of the Digital Transition Support Pilot Programme to support small and medium-sized enterprises (SMEs) in the implementation of a ready-made artificial intelligence programme. Hong Kong ' s AI layout has been advanced on a case-by-case basis into the system layout phase, with a view to enabling AI to do its job. According to Chen Mobo, Hong Kong, as the International Centre for Innovation Science and Technology, with the advantages of interconnectivity under the “one country, two systems”, is both a place of R & D transformation and a strategic adaptation of the Mainland AI enterprise to sea, which can assist in the interface of cutting-edge technologies and business models with international standards and applications. He indicated that the HKSAR Government attached great importance to AI-related infrastructure and ecology. The Sailing Data Park has begun work and will provide approximately 180,000 PFlops by 2032, or 36 times the current total in Hong Kong; the Artificial Intelligence Research and Development Institute is also about to become operational; and the Hong Kong Investment Corporation, which is fully owned by the HKSAR Government, has invested 56 per cent of its funds last year in hard technology, including AI. According to Chen Mobo, STI and AI have rapidly become indispensable elements of life, and this generation of young people can be described as growing up with AI, which is a partner in day-to-day work and in the process of thinking, whether it is supporting learning or collecting thematic information. He said that artificial intelligence was a major trend in technological change and that the HKSAR Government promoted “AllA” to promote awareness, learning and use of artificial intelligence throughout society and to encourage young people to pay more attention to science, technology and innovation, which would help them to start up their studies and future jobs. Xinhua

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Bubblemaps: 63 per cent of Robinwood's top 50 meme traders are in deficit

According to Bubblemaps, 164,538 traders out of the top 50 meme coins in Robinhod were involved, 63 per cent of whom were in deficit and 37 per cent were profitable. According to Bubblemaps, the Robinwood meme currency trading environment is “quite cruel”. Some of the token distributions are also cited, such as the relatively dispersed distribution of cashcat and Tendies, while in Cashdog there is a concentration of funds for currency holding addresses through one-time contracts。

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Zcash founder Zooko announced a hard-wire freeze on July 28th

The co-founder of Zcash (ZEC), Zooko Wilcox, revealed an urgent strategy to protect the mathematical integrity of the currency. The network will activate the Ironwood hard fork (nu6.3) on 28 July 2026, permanently isolating vulnerable orchard ponds in block 3,428,143 and locking in any potentially counterfeit ZEC. Previously, researcher Taylor Hornby discovered a loophole that might allow hackers to forge ZEC undetected in a private orchard pool. The developers quickly repaired the loophole and found no evidence of its actual use. The Zooko strategy eliminates the need for blind trust, and the new orchard pool will replace the pool and ensure financial security. Any user who runs a personal node can independently verify the accuracy of the supply. Some exchanges may temporarily suspend ZEC deposits and withdrawals, but this is considered a conventional technical adjustment and does not threaten the security of user assets。

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Trump confirmed to the finals of the World Cup

ON 19 JULY, ACCORDING TO THE NEWS, THE FINALS OF THE UNITED STATES WORLD CUP WERE TO BE HELD AT 3 A.M. IN NEW YORK ON 20 JULY AT THE NEW JERSEY STADIUM, CONFIRMED BY UNITED STATES PRESIDENT TRUMP, AND THE UNITED STATES HAS LAUNCHED “FIRST-DEGREE” SPECIAL SECURITY OPERATIONS. F-16S, MILITARY SNIPERS AND THOUSANDS OF FBI AGENTS WILL BE DEPLOYED ON THE GROUND, AS WELL AS TEMPORARY FLIGHT RESTRICTIONS AND NO-FLY ZONE CONTROLS IN NEW YORK AND NEW JERSEY. ROADS AROUND THE STADIUM ON THE DAY OF THE EVENT WERE CONTROLLED, FANS WERE REQUIRED TO ARRIVE FOUR HOURS BEFORE THE OPENING, AND THE MEDIA WERE REQUIRED TO COMPLETE THE ENTRANCE AND SECURITY CHECK BY 12.30 P.M. 19 EAST AMERICAN TIME。

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DeepSeek V4 will be released tomorrow

According to market news, the earliest official version of DeepSeek V4 will be released tomorrow. At present, a number of people have been given prior permission to test DeepSeek V4 (GA) greyscale. There are two versions: DeepSeek V4 Flash, DeepSeek V4 Pro. The blogger, AiBattle, gave a popular "testing machine": the first person to read the COT. If the model's thinking is "I'm" "I'll" instead of "Let me". Performance close to Opus 4.8, coded straight after GPT-5.6Sol, but lower price. The API introduced the Peak Valley bill, which doubled the peak price and was extremely low in the Cache. Performance may not be the first of all, but the price butcher still presses Opus-level capacity to one seventh. (Sinjimoto)

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