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Today · 2026-07-29 · Wed

UNDER THE FRENZIED FRENZY OF THE FED'S INTEREST RATE, BITCOIN ETF ENDED THE FLOW OF FUNDS

On 27 July, the United States-listed Bitcoin ETF experienced a significant outflow of funds at the end of last week, highlighting the vulnerability of Bitcoin to its recent rebound. The withdrawal of more than $465 million from the Bitcoin spot ETF on 23 and 24 July brought to a close the momentum of seven consecutive trading days, as concerns about a possible increase in interest rates in the Fed overshadowed the positive momentum behind the recent Clarity Act. Despite large-scale divestments on the last two trading days, the Bitcoin ETF as a whole recorded an inflow of $33.8 million last week. This marked the third consecutive week of inflow, with $8.3 billion flowing eight weeks before。

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Tesla Optimus is a well-known investor in cold water: no revenue in the short term

On 27 July, Tesla CEO Mask described human robots as “the most important product ever produced by the company”, yet a prominent American investor warned that it might take a long time for Tesla Optimus robots to be successful in their business, because they are not only difficult to manufacture but are unlikely to generate revenue in the short term. According to Ross Gerber, Chief Executive Officer of the investment company Gerber Kawasaki, the greatest obstacle to the creation of human-shaped robots is the reproduction of the unique human body capacity. Gerber also questioned the commercial opportunities for consumer-centred human robots, stating that investment levels did not match short-term income potential。

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The U.S. E.S.G.G.G.G.G.G.G.G.G.G.G.G.G.G.G.A.G.G.G.G.G.G.G.G.G.G.G.G.A.G.G.G.G.G.G

On 27 July, the fall of last Friday was reversed and the U.S. stock market light communications concept stock rose collectively today. Of these, Credo Technology increased by 5 per cent, AXT Inc, Tower Semiconductor, POET Technologies, Max Linear, Appleted Optoelectronics increased by 4 per cent, Coherent, Lumentum, Lightwave Logic, Astera Labs, Maywell Tech, Clena increased by 3 per cent, GlobalFoundries, Conning, and Bong-Bong-Bong increased by 2 per cent。

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Binance will be implementing the Capital Connect laydown standards on July 27th

On 27 July, it was officially announced that Binance would introduce, as of 27 July 2026, the Capital Connect lower shelf and access criteria, including that the trading team would be able to reapply after 180 days for failing to submit a subscription within 12 months, as a result of 30 consecutive days of non-trading or poor strategic performance (less than -10 per cent of the cumulative proceeds of a non-directive strategy and less than -30 per cent of the directional strategy)。

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Foreign media: Private credit raising in Asia has fallen to its lowest level in 12 years

Private credit fund fundraising in Asia continued to cool, influenced by the risk of corporate bankruptcy, high interest rates and macroeconomic uncertainty. According to PitchBook, in the first half of the year, only 5 private credit funds in Asia had been raised, raising $1.2 billion, the lowest level in at least 12 years, and 29 billion in 2025. If the pace of fund-raising remains unchanged in the second half of the year, 2026 will be the coldest year in Asia in at least 12 years. Over the past year, the collapse of many borrowing enterprises has led to large-scale buy-backs of private credit funds by retail investors. However, a number of large institutions are still struggling to take advantage of the opportunities offered by the withdrawal of retail funds. In Singapore, for example, San Martínez announced plans to increase private credit allocation from 2 per cent to 5 per cent by 2031. (Financial Times)

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Spokesman for the Ministry of Foreign Affairs of Iran: the United States returns to negotiations whenever energy prices soar

On 27 July, the spokesman for the Iranian Ministry of Foreign Affairs, Baghae, stated that the United States, at the beginning of the war, had believed that “Iran would collapse and surrender within three days, and that, after months, the United States was in the current situation and was proud of its crimes”. It also indicated that the United States would return to the negotiating table whenever global energy prices rose。

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Irihua: U.S. AGPU or one of the most certain Alpha opportunities for the computing track

In a message from the X platform, the founder of Liquid Capital, Irihua, stated that the most certain Alpha opportunities in the calculus track often resulted from extreme valuation differences. It noted that AGPU had recently been awarded over $1.6 billion in contracts, that forward annual recurrent income (ARR) amounted to $384 million, but that the current market value was less than $100 million and that P/ARR was only about 0.2 times. By contrast, CoreWeave (CRWV), which has a market value of about $50 billion, heavy asset input and is still in deficit, has been more competitive with the “light asset access + exclusive Build” hybrid model. According to Irihua, the size of the AGPU contract grew from zero to $1.6 billion in months. The follow-up will focus on the progress of new company orders (which management expects will reach $10 billion this year), financial performance and financing modalities。

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Hyperliquid test network to add a new Stars feature to the deployment to create white-listed DEX transactions

Rajiv Patel-O'Connor sent a message on platform X that the Hyperliquid test observed new functions stars. This feature allows a deploying person to create a DEX authorized by a white list with an HIP-3 address, which is currently tested at a maximum of 10,000 addresses, and an address that is not on the white list can only be submitted to a reduce-only order or a funded account。

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Treasure: Treasure Tiger's Inner Power Trading Locked up 310 accounts

According to new financial reports, the case of insider trading around United States options for the Freeway Holdings (NASDAQ:FUTU) and Tiger Securities (NASDAQ:TIGR) continues, with an increasing number of suspected illegal profit-making accounts emerging. Financial Monopolies was informed that TradeUP, the United States voucher entity under the umbrella of Eros and Tiger securities, had provided the plaintiff with more than 280 account information and that the plaintiff had served more than 280 account holders. Futu Clearing, the United States liquidating entity under the banner of Fortune, provided the plaintiff with identification information for approximately 30 account holders. The plaintiff party was still discussing access to other account information with Fouway counsel, some of which was stored outside the United States. This means that at least 310 accounts are currently identified for suspected insider trading. However, not all of the above-mentioned account holders have been formally classified as accused and participation in the related transactions is not equivalent to being found to have engaged in insider trading. Despite the large number of accounts involved, profits are highly concentrated. The plaintiff ' s preliminary analysis showed that only eight of the traders had earned more than $80 million in profits from the related transaction, accounting for nearly 60 per cent of the plaintiff ' s estimate of an overall illicit gain of $137 million. It was previously reported that the first two defendants had appeared, one natural person and one investment agency. The natural person, who had previously worked for the head of the country, had a father known for A, while a same-named agency denied that it was related to the case

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Mr. Connor Fitzgerald, Head of the Stripe Partnership, was separated

On 27 July, Connor Fitzgerald, Head of the Stripe Partnership, announced that he had left this week. During his tenure, Connor Fitzgerald had facilitated a partnership between Stripe and Visa, among others, to support the wallet / Financial Technology Corporation in issuing the Visa card, which was supported by a stable currency. Within one year, operations were expanded to 100 markets, achieving the first stable currency settlement in the United States。

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AMERICAN SCIENCE AND TECHNOLOGY CUT OFF 140,000 POSITIONS THIS YEAR

On 27 July, AI was affecting the number of posts, and according to the British Financial Times, USSTEC had cut nearly 140,000 jobs since the beginning of the year. Four of these companies, Amazon, Oracle, Meta and Microsoft, combined, cut some 50,000 jobs. The above-mentioned company announced a reduction of staff, while investing hundreds of billions of dollars in the construction of the AI data centre. Recently announced cuts were made by the work management software company Monday.com. In its submission to the United States Securities and Exchange Commission last week, it indicated that about 20 per cent of its workforce (over 600 people) would be cut as a “restructuring plan” for the company, in support of the “continuing transformation of product, market promotion and market entry strategies”, leading to a more streamlined and focused business model and investment in “AI-driven growth strategies”. Other major science and technology companies that recently announced reductions include Microsoft, which announced a reduction of approximately 4,800 positions early this month, mostly from the Xbox sector; Oracle, which announced a reduction of 21,000 employees over the past year; and Gitlab, which reduced some 350 staff last month. The reasons for these layoffs are all AI-related. However, other technology companies are still actively recruiting. Anthropic and OpenAI, for example, are absorbing downsized talent. Some of the downsized companies are also reassigning staff rather than simply eliminating jobs, such as Meta's earlier reduction of 8,000 and the redeployment of some 7,000 staff to AI-related posts; when IBM layoffs are made, it is announced that the base positions in AI and mixed cloud areas will triple。

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Kimi K3 is expected to open at 11:00 tonight

On 27 July, the dark side of the month set up the KimiK3 model page at the Hugging Face official account and opened the countdown of the weights. The page shows that the model is expected to be on line at 2300 hours Beijing time on 27 July, and 1356 people have now subscribed to the release alarm. KimiK3 is the latest flagship model of the dark side of the month, with a total parameter of 2.8 trillion, which is mainly oriented towards long programming and Agent missions. Once the weights are open, the developers will be able to download, deploy and test themselves。

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