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Today · 2026-08-06 · Thu

CryptoQant: Bitcoin Bear City or near end, short-term holder cost has dropped to 69,000 United States dollars Dollar

On 19 July, CriptoQuant analyst Darkfost wrote that Bitcoin Bear had been in existence for about nine months, affecting both short-term and long-term holders. The short-term holder cost base has been reduced to a long-term holder cost base and confirmed after three days, triggering the "Bear City Towards End" signal. In calculating the cost base of long-term holders, the indicator excludes the holding of BTCs for more than seven years in order to more accurately reflect the long-term hold that remains economically active. Darkfost emphasizes that the signal does not mean that the bear market ends immediately, nor that the bottom of the market has been determined, but rather that the market may enter the final phase of the bear market, during which it may be more rational to adopt a fixed-investment strategy. He said that if the short-term holder cost base was then to go up to the long-term holder cost base, it could be considered a confirmation signal from the beginning of the cattle market phase and could serve as a reference for closing off a given investment. The short-term holder cost base has been reduced from $112,500 to $69,000。

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American media: the conflict between the United States and Iraq intensified, and the Pentagon deployed more warplanes to the Middle East

ACCORDING TO THE WEBSITE OF THE UNITED STATES AIR FORCE AIR FORCE AIR FORCE MAGAZINE AND THE WALL STREET JOURNAL, AS THE CONFLICT BETWEEN THE UNITED STATES AND IRAN INTENSIFYS, THE PENTAGON IS STEPPING UP THE DEPLOYMENT OF ADDITIONAL WARPLANES TO THE MIDDLE EAST REGION, INCLUDING F-16 “HOLFER” AND F-35 “MOLNIYA II” INVISIBLE WARPLANES. THE AIRCRAFT DEPLOYED INCLUDED F-16S FROM THE 480TH UNITED STATES AIR FORCE (U.S. AIR FORCE) SQUADRON FROM SPANDRUM AIR BASE, GERMANY, AS WELL AS F-35S FROM THE 48TH UNITED UNITED STATES AIR FORCE (U.S. AIR FORCE) FROM THE R.I.A.L.L.L.A. BASE. IN ADDITION, SEVERAL AIR REFUELLING AIRCRAFT ARE TRAVELLING TO THE MIDDLE EAST. ACCORDING TO THE ANALYSIS, THIS INCREASE IN UNITED STATES WARPLANES INDICATES THAT THE TRUMP GOVERNMENT IS SEEKING TO PRESSURE IRAN TO AGREE TO ANOTHER AGREEMENT AND THAT THE WAR IS LIKELY TO EXPAND。

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U.S. encryption policy transferred to the states and New Hampshire signed the Basic Block Chain Law

According to Forbes, some of the important advances in United States encryption policy are moving from the federal level to the states. New Hampshire recently signed the HB 639 Basic Law on Block Chains, which provides legal protection for the use of digital assets, self-custody, mining, validation of nodes and related business activities, and plans to establish specialized court files to deal with block chain disputes. The strategic Bitcoin Reserve Advisory Committee has been set up in Texas, and a stable FRNT issued by the hosting and mobile service provider Wyoming was opened to the public in January this year. According to the article, the cantons could test first in the areas of self-custody, public asset management, currency stabilization and judicial proceedings, but could not solve federal problems such as the division of competence between the SEC and the CFTC, and the national harmonization of rules on transactions. The Clarity Act has not yet passed a Senate plenary vote, and a unified regulatory framework for encryption at the federal level has not yet been completed。

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Mike Selig: The United States has become a global city of encrypted money that will drive the CIA Bill. Land

CFTC Chairman Mike Selig said that one year after the Genius Act became law, the United States had become the global home of encrypted currency and thanked the President of the United States and Senator Bill Hagerty for their leadership. Selig stated that CFTC would push the CLARITY bill to land, provide a clear and well-defined regulatory environment for the United States, improve the rules of the digital asset market, and help the United States to remain a leader in the global encryption competition。

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SemiAnalysis: Kimi K3 lower KV bandwidth, and IA network demand is not diminished

According to SimiAnalysis, according to the early release of In 2021, Kimi K3 uses KDA technology to reduce the KV cache bandwidth by up to 10 times, but the AI network demand will not contract. Kimi K3 has 2.8 trillion parameters and requires about 1.5 TB HBM bandwidth for each forward calculation and still needs to connect chips through high bandwidth networks such as GB300 NVL72. Wideep spreads 896 expert models to multiple GPUs, requiring more than 120 one-way calculations, and large expert models generate more extended network needs than KDA saves. More efficient attention mechanisms may drive the context length from 1 million tokens to more than 5 million tokens, which will increase the size of AI and increase network demand。

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U.S. REGULATORS FAILED TO PUT IN PLACE THE STABLE CURRENCY RULES UNDER THE GENIUS ACT AS SCHEDULED

ON 19 JULY, UNITED STATES REGULATORS FAILED TO INTRODUCE, WITHIN ONE YEAR, THE REGULATIONS FOR THE IMPLEMENTATION OF THE STABILIZATION CURRENCY UNDER THE GENIUS ACT. AS AT 18 JULY, THE MAIN REGULATORY BODIES, SUCH AS THE MINISTRY OF FINANCE, OOCC, FDIC AND NCUA, HAD NOT YET COMPLETED FINAL RULES, AND MANY OF THE CORE SYSTEMS WERE STILL AT THE STAGE OF PROPOSALS OR CONSULTATIONS. AMONG THEM, THE CALL FOR OPINIONS ON THE RULES FOR THE IDENTIFICATION OF CUSTOMERS OF ISSUERS OF STABLE CURRENCY WILL CONTINUE UNTIL 21 AUGUST, AND THE PROPOSAL BY FDIC ON BANK SECRECY AND COMPLIANCE WITH SANCTIONS WILL BE OPEN FOR COMMENT UNTIL 4 AUGUST. RULES SUCH AS RESERVE ASSETS, CAPITAL, LIQUIDITY, TRUSTEESHIP, FORECLOSURE, RISK MANAGEMENT AND COUNTY-LEVEL REGULATORY RECOGNITION ARE ALSO NOT YET FINALIZED. THE GENIUS ACT ENTERED INTO FORCE ON 18 JULY 2025, REQUIRING THE REGULATOR TO COMPLETE THE ACCOMPANYING RULES WITHIN ONE YEAR. THE ACT HAS ESTABLISHED REQUIREMENTS FOR THE STORAGE, FORECLOSURE, DISCLOSURE, LICENSING AND SUPERVISION OF THE ISSUER OF THE PAYMENT-TYPE STABLE CURRENCY, INCLUDING THE MAINTENANCE OF 1:1 OF THE CURRENT ASSET RESERVE, THE DISCLOSURE OF THE FORECLOSURE POLICY AND MONTHLY DISCLOSURE OF THE RESERVE, AND PROHIBITS THE DIRECT PAYMENT OF INTEREST OR PROCEEDS TO THE HOLDER. REGULATORY DELAYS DO NOT AUTOMATICALLY DELAY THE ENTRY INTO FORCE OF THE LAW. THE GENIUS ACT WILL ENTER INTO FORCE NO LATER THAN 18 JANUARY 2027, IMPLYING A FURTHER REDUCTION IN THE LEAD-UP FOR REGULATORS AND POTENTIAL STABLE ISSUERS。

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The BONK bank attacker transferred 400 billion BONK to Coinbase again, approximately $1.11 million

On 19 July, according to the chain analyst's residual ashes monitoring, the BONK vault attackers again transferred 40 billion BONKs to Coinbase five hours ago, valued at approximately $11.11 million. The address was previously obtained from the BONK Treasury through a governance proposal in the amount of 4.4.26 trillion BONK, valued at approximately $21.2 million, of which 2.4.26 trillion had been transferred to CEX, valued at approximately $7.88 million. Within 12 days of the transfer of the relevant coins from the treasury, the BONK price fell from $.0.00047 to $.0.000027, a cumulative decline of approximately 41 per cent。

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Serena: SK Hercules ADR over 25% of the Korean stock premium

According to the early release of In 2021, Serenity stated that SK Hercules ADR exceeded the Korean local stock premium by 25 per cent. Following the opening of the conversion mechanism on 29 July, arbitrage transactions could contribute to narrowing the price gap between the two locations. Currently, only about 2.5 per cent of SK Hercules shares are in circulation ADR, and about 22.5 per cent of future shares will have conversion space. arbitrage funds affect the price of the two shares by buying local Korean shares and converting them into ADRs。

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Ballistic missile attack in Kyiv, Ukraine

Between 0125 and 0148 hours local time, Xinhua journalists heard three rounds of intense and intense explosions in the Ukrainian capital city of Kyiv. According to the UA, Russian forces fired several ballistic missiles from the Bryansk and Kursk regions into Kiev. In a social media statement, the UAF stated that Russian ballistic missiles were coming from the north, east and south-east to alert the citizens of Kyiv to the risks. In a social media publication, the Mayor of Kyiv, Krich, stated that buildings in the Jesnjansky, Shevchenkokovski, Sviatoshensky and Solominski districts of the city had been hit by fire and that UER staff and medical personnel were on their way to the site of the attack。

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The coded panic index is up to 28, free of the "extreme panic" zone

On July 19, according to Alternative data, today's encrypted currency panic and greed index stands at 28 (compared to 25 yesterday) and the market has moved from “extreme panic” to “fright”. Note: The Panic Index threshold is 0-100 and includes indicators: Volatility (25 per cent) + Market Transactions (25 per cent) + Social Media Heat (15 per cent) + Market Survey (15 per cent) + Bitcoin as a proportion of the market as a whole (10 per cent) + Google Thermal Analysis (10 per cent)。

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Ostium disclosed the attack of 15 July, with losses exceeding $23.75 million

Ostium's RWA trading platform on its Arbitrum disclosed a hacker attack on 15 July, resulting in a loss of over $23.75 million in the chain infrastructure associated with the agreed price system. Ostium is working with Mandiant, Zero Shadow, Collisionless, Seal 911 and law enforcement, and coordinating exchanges, bridges and stable currency issuers. Ostium is currently isolating and strengthening the infrastructure and has indicated that users will be notified at least 24 hours before the unfreezing of the trade contract and that the traders ' hold will be marked at the current price after reopening。

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BONK Treasury attackers transferred 400 billion BONKs to Coinbase, valued at $1.11 million

According to the chain analyst's after-effect monitoring, the BONK financier transferred 400 billion BONK to Coinbase, valued at approximately $1.11 million. The address obtained from the BONK Treasury, through the governance proposal, 4.4.26 trillion BONK, valued at approximately $21.2 million, of which 2.4.26 billion had been transferred to CEX, valued at approximately $7.88 million. Within 12 days of the transfer of coins from the treasury, the BONK price fell from US$ 0.000047 to US$ 0.000027, a cumulative decline of about 41 per cent。

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