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Today · 2026-08-08 · Sat

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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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 Test privileges for some associated business staff were withdrawn and only the model team was able to continue to use and view the results.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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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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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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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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Bitget has over 2,800 equity options online

Bitget announced on 17 July that it would cover more than 2,800 United States-owned options, covering most of the mainstream United States stockmarks. All users are entitled to “0 commission” privileges when trading their United States share options in Bitget and 30 days of free real-time options. The options trading capability supported on-line at this time included long-call and long-put buy-in and flat-out, and non-standard options contracts only support flat-out. The period of the transaction is 9:30 am-4:00 pm United States Eastern Time, and the financing is limited to supporting only cash transactions and not to supporting the financing to buy-in options。

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Ansem: Valuation does not depend solely on the purchase of a token, and the team trusts the premium or is more critical

On 17 July, encryption dealer Ansem stated that repurchases did not necessarily support the valuation of tokens. In the case of Hyperliquid and Pumpfun, for example, annualized income of approximately $800 million and $440 million respectively, both of which continued to buy off tokens with partial profit, while the total diluted valuation of HIPE and PUMP was approximately $65 billion and $1.4 billion, respectively. Ansem believes that the difference is mainly due to team implementation and community trust. Hyperliquid is less over-committed and distributes its benefits to its core users on an ongoing basis; while Pumpfun has a high income, previously promised user drops have not materialized, undermining its “trust premium”。

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Runeston co-introduces to start a bitcoin client, Doug Mode, to circumvent BIP 110 to limit non-financial data

On 17 July, CoinDesk reported that the co-founder of Runestone, Leonidas, had announced that it was launching an open-source Bitcoin client named Dog Mode, which was designed to circumvent BIP 110 restrictions on non-financial data. DOG Mode will raise the maximum weight unit for standard transactions from 400,000 to 3.9 million, close to the entire block capacity, and reduce the dust limit from 294 to 546 to 1 hearing. Leonidas stated that the removal of the dust restrictions would release some $25 million of idle funds. The BIP 110 proposal limits arbitrary data through user-activation of soft fork, requiring 55 per cent of the support of miners and currently close to zero. DOG Mode does not require any consensus or vote, only changes to the individual node forwarding rules, and transactions are confirmed if sufficient node runs and miners accept them. Leonidas indicated that Doug Mode was far less deviating from Core than Knots and that there was no code repository or version available, and he called for developers to contribute codes and miners to add support。

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0x0ddf...a902: ETH Shrink to $6.32 million

The ETH single-deficit deficit, which addresses pension-USDT.ETH, has narrowed from $840.67 million (-27.00 per cent) to $6.3217 million (20.77 per cent). The average value of the address was $1,700.06, the current currency value was $1,826.49, the liquidation price was $2,176.86 and the size of the warehouse was $9132.5 million. The whale is often profitable through band trade, and since October it has accumulated over $20 million。

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