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Today · 2026-08-08 · Sat

INSTITUTIONS: NEW CLOUD PROVIDERS WILL ACCOUNT FOR 20 PER CENT OF THE AI CLOUD MARKET BY 2030

Gartner predicts that in 2030, new cloud-end (neocloud) providers will account for 20 per cent of the market in the AI cloud-end market, or $267.0 billion. New cloud-side providers are often more competitive in pricing in the form of high performance and flexible AI load deployments, combined with a differential advantage for high input to data sovereignty. The AI cloud market is entering a new phase, with sovereignty, performance and infrastructure specialization becoming the primary factors in corporate decision-making. GPU-intensive work load demand has accelerated, and general cloud patterns are difficult to keep pace and create conditions for new cloud-side providers to deliver AI infrastructure on a large scale。

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Gartner predicts that the new cloud provider will account for 20% of the AI cloud market in 2030

According to AIOIN, in 2030 the new cloud-side (neocloud) provider will account for 20 per cent of the AI cloud-end market, which is expected to reach $267 billion。

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Bitcoin Jaban plans to issue bonds to finance and purchase bitcoin for the first time

According to Coinpost, the Japanese-listed company Bitcoin Japan plans to raise funds through the issuance of 1.5 billion yen of unguaranteed convertible corporate bonds and 593,779 new equity subscriptions, with net financing after deduction of fees of approximately 965 million yen, of which 660 million yen (approximately US$ 4.069 million) will be used to purchase bitcoin for the first time。

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Visa launched an open-dollar-stabilization platform, and Circle is facing new competition

Visa announced the launch of a stable currency platform to support the opening of the United States dollar to provide banks and financial technology companies with the tools to issue, store, transfer and convert digital dollars. This has made Visa the new competitor of Circle。

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In a record quarter, a 7.3 per cent collapse in stock prices and the sale of Asian chips

IN THE SECOND QUARTER OF 2026, THE ELECTRICITY STOCK (TSMC) GENERATED $40.2 BILLION IN REVENUES AND INCREASED GROWTH PROSPECTS, BUT ITS SHARE PRICE FELL BY 7.3 PER CENT, TRIGGERING WIDESPREAD SALES OF ASIAN CHIPS。

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Swaps, Figure Markets and Lange will be added to the Stellar network as a first-level validation node

On 17 July, Figure Markets, the digital asset department under the Figure flag, and Lange, the stabilization currency infrastructure, will be added to the Stellar network as a first-level validation node. Officially, each certification node could select other nodes of its trust to reach agreement on the status of the account. The identity of the certifying officer is transparent and transparent and maintains the highest standards of operating time in order to safeguard the safety and vitality of the network as a whole。

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Central Wrestling Company Ltd

On 17 July, according to the documents of the Hong Kong office, the Central Wrestling Corporation Ltd. was heard on the market through the Hong Kong office。

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SWITEL BANK: The technology unit has been sold in part because of the projected capital increase due to the build-up

On 17 July, Ipek Ozkardeskaya, an analyst at the Bank of Sartre, stated that the anticipated capital adjustment of the electricity stock might raise market concerns and lead to the sale of the Science and Technology Unit. She noted that, despite the record high profits in the second quarter, stock prices had not been boosted, reflecting the market ' s belief that the chip stock was currently overvalued. As a result of the risk of overcapacity, investors may be increasingly concerned about large-scale artificial intelligence construction, but STI companies continue to spend. Next week, major US technology companies will publish their financial statements or are expected to improve market sentiment in the near future. However, there are indications that companies such as Alphabet are further increasing infrastructure expenditures, which may further slow stock prices。

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State-owned banks in India expect $30 billion in inflows from overseas deposit schemes

STATE-OWNED INDIAN BANKS ARE EXPECTED TO RECEIVE ABOUT $30 BILLION IN INFLOWS FROM THE SPECIAL FCNR(B) DEPOSIT SCHEME OF THE RESERVE BANK OF INDIA, AND AS OF MID-JULY NEARLY $10 BILLION HAD BEEN MOBILIZED。

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Gemini, 3.5 Pro-month jump, not as good as Muse Spark

OneMillion AI reported that the Google flagship model Gemini 3.5 Pro had been extended for months and was scheduled to be launched in June, but code capacity did not meet internal targets. Following the update of training data in late June, the results remain unsatisfactory. According to insiders, 3.5 Pro's latest assessment may not even be as good as Meta's Muse Spark. Test privileges for some associated business staff were withdrawn and only the model team was able to continue to use and view the results. Gemini's team morale is low, and some staff are concerned about team integration and lay-offs and are beginning to consider joining other AI laboratories. Recently, Noam Shazeer moved to OpenAI, and John Jumper, the AlphaFold core researcher, left Google to join Anthropic. However, the claim that Pro was cancelled is currently not supported by reliable evidence. Google responded that the model was still being tested with partners, while the upgraded version of the Flash model was being tested。

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HyperInsight: suspected a16z connections sold 104,500 hypes today

According to HyperInsight monitoring, the suspected a16z link addresses have today sold 10,544,000 hypes for approximately $6.48 million, at an average price of approximately $61.49, and 190,000 hypes have been transferred to the relevant contours of trading platforms such as Bybit, but it is not yet possible to confirm that all of them have been sold. The address cumulatively transferred 315,000 hypes today and currently has a balance of approximately 451,000 on Hyperevm. According to the OKX story, HYPE now reported approximately $59.30, a decline of 9.26 per cent over the past 24 hours, with a minimum impact of $58.89。

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BRENT FELL BY 1.33 PER CENT IN THE DAY. WTI CRUDE OIL DROPS BY OVER 1.0% PER DAY

ON 17 JULY, BRENT'S CRUDE OIL FELL BY $83 PER BARREL, FALLING BY 1.33 PER CENT DURING THE DAY. WTI CRUDE OIL FELL BY MORE THAN 1.0 PER CENT PER DAY AND IS NOW REPORTED AS USD 78.66/BARREL. KIM XIAN

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Abraxas Capital's home address added 147.75 to the GoLD space

The main address of Abrahams Capital was increased by 147.75 GoLD empty units, amounting to approximately USD 172,167.47, and the size of the warehouse was USD 5,601,937.36, with the average price adjusted from USD 4,325.27 to USD 4,299.58. The current level of surplus and deficit is US$ 418,357.70 (+29.87 per cent), while the current price is US$ 4,000.80 and the liquidation price is US$ 13,625.06. The address, which had been built since May, had been the largest contracted whale of HyperLiquid ' s size, and had ceased to be active since November, with a hold of $920 million。

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The co-founder of Runestone proposed the DOG model to expand bitcoin trade access

The co-founder of Runestone introduced the concept of the DOG model, which aims to expand access to bitcoin transactions. The proposal is intended to improve the user-friendliness of transactions and the details are yet to be further disclosed。

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Four percent of the day share is low

On 17 July, closings fell by 2694.42 points per day on 17 July (Friday) and by 4.03 per cent, reporting 64141.12 points, with a six per cent drop in the disc and 63,000 points being missed; the Japanese East Certificate Index fell by 2.72 per cent; a stockman fell by 16 per cent, a soft silver drop by 8.5 per cent and the Edwan test by 8 per cent. Korean stock market is closed today. Kim Xian

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Money Ann will support the Cardano network upgrade and hard fork

On 17 July, according to an official announcement, on 19 July 2026, at 04:44 (Eastern Sector 8 Time) it was expected that the Cardano (DAA) network would be suspended for token charging and cashing operations in support of its network upgrades and forklifts. Network upgrades and hard-drives are expected to take place on 19 July 2026 at 05:44 in Sector East VIII。

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MICHAEL BURRY, "THE BIG BANG", SAYS HONG KONG STOCK MARKET HAS AN OPPORTUNITY TO BUY AFTER THE AI HEAT

On 17 July, Michael Burry, the “Blank” advised investors to look for low-price opportunities in the Hong Kong stock market. On Friday, he wrote on the social platform that “it is particularly appropriate to focus on the Hong Kong market, looking for low-priced shares that are expected to perform well after the loss of the ETF light ring in Korea, Japan and the iShares semiconductor”. Earlier this month, he indicated that he held additional shares in Kyoto. Morgan Stanley had also previously advised investors to increase their ownership of the Hong Kong stock market, in part because of good business prospects. Kim Xian

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Enso disclosed that the malicious liquidity pool attack caused an overprice of $225,000

The DeFi Infrastructure Company Enso disclosed a malicious mobile pool attack, which resulted in the return of a false offer by manipulating a trade simulation. A manipulated Curve pool handles more than 129,000 conversions, resulting in an overpriced price of approximately $225,000, and more than 37,000 transactions rolled back and consumed nearly $30,000 in gas fees. On Polygon, a malicious Uniswap V4 Hook triggered a 99.1 per cent failure rate. Enso has updated its enforcement protection product Enso Shield to detect false quotations in the environment of Ethereum and Polygon。

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Korea's Antimonopoly Investigation of Montage Technology

The Korean prosecution raided the offices of Montage Technology, Reza Electronics and Rambus and investigated the memory chip price manipulation. As a result of this news, Montage Technology's share price fell by more than 20 per cent。

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Suspected a16z addresses have sold 105,000 hypes and 190,000 to the trading platform

The suspected a16z-associated enforcement address has today sold a total of 10,544,000 hypes in cash, with a value of approximately $6,482,000, at an average value of approximately $61.49 and a cumulative value of about 114,000. The chain records indicate that the entity ' s main address was transferred to the above-mentioned executive address twice today to a total of 120,000 hypes. At the same time, an additional 100,000 HYPE transit addresses were remitted to the Bybit integration path at the main address and 90,000 HYPEs were quickly transferred to the trading platform through a different address for the wallet. The 190,000 above-mentioned HYPEs are currently only able to confirm that they have entered the relevant routes of the trading platform and cannot be deemed to have been sold in full. The home address today cumulatively transferred 315,000 hypes and the balance currently on HyperEVM is approximately 451,000. Previous monitoring indicated that the whale had continued to pay for TWAP through more than a dozen related addresses during the height of the HYPE in early June, buying 687,000 HYPEs within four days, and accumulating a cumulative stock of 6.617,000。

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