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Today · 2026-08-08 · Sat

Joao Wedson: Bitcoin decoupling from traditional assets for the next three years or new cattle

According to Joao Wedson, there was a strong correlation between Bitcoin and the IShares extension technology and software industry ETF by the end of 2025, but this correlation was gradually diminishing. In his view, that change was extremely positive and meant that Bitcoin was gradually moving away from reliance on traditional assets and closer to the original vision of the Chinese. He predicted that, over the next three years, equities would be weak, while encrypted currencies would enter the new cattle market, and that the reverse trend might confuse many analysts who still relied on traditional market indicators。

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Kalshi suspended flights and cancelled the contract because of social media opposition

The decision by Kalshi, the predictive market platform, to suspend its latest product, the flight cancellation plan, stems from concerns among social media users about potential malicious acts. Users fear that some outlaws may cause confusion at the airport to obtain compensation. In addition, BrightAware, a well-known aviation tracking service, stated that Kalshi could not use its data to resolve those contracts. Kalshi had planned to cancel the contract on Wednesday to start the listing, but the company spokesperson indicated on Thursday that it had decided not to proceed for the time being. The contract applies to the cancellation within the airport, not to individual flights, and contains detailed rules prohibiting in-house personnel (including TSA agents and airport and trade union officials) from making bets. Nevertheless, skeptics have warned that airport staff may collaborate in the cancellation of flights or that the perpetrators may falsely alert the police to shut down air travel. Despite the ban on in-house betting, it is not clear whether concerns about the Kalshi flight contract are justified, especially in cases of severe criminal penalties for threats or pranks against the airport industry。

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Adviser to the Supreme Leader of Iran: attacks on infrastructure will endanger regional energy supply

On 17 July, at local time, the Iranian Supreme Leader ' s adviser, Mohbé, wrote in social media warning that the recent attacks in Awas and Shaher, Iran, were in the same line of action as the previous attack on a school in Minab, targeting civilians. Muhebel stated that all parties supporting related attacks should recognize that attacks on Iran ' s security and infrastructure could lead to the destruction of the energy supply chain throughout the region. He claims that an attack on Iran ' s infrastructure would have serious consequences for energy security in the region. The Iranian Deputy Governor of Khuzestan stated on the evening of 15 local time that the capital of the province, Awas, had been attacked in various locations by United States forces. According to reports, several shells hit areas near a local hospital. In addition, the Iranian Deputy Governor of Sistan-Baluchistan confirmed on 9 October local time that an Iranian fireman was killed in an attack on Shahl airport that morning. (In Russian)

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Microchip technology stocks could fall to $361 at worst

Microchip (Micron, NASDAQ code: MU) stocks may fall to $361 in the worst-case scenario, about 58 per cent below current prices of $850. The company's stock fell $850 in a Thursday deal, touching a minimum of $849 in the daytime, attracting a sense of obscurity. Analysts predict that microchips may face a severe decline in the global market or other monetary policy changes. Investors need to be cautious and, if the market remains stable, microchip stock investors need not worry。

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The chairman of OpenAI said that there was no interest in the business secrets of other companies

On 17 July, Apple previously filed a lawsuit against OpenAI employees for stealing their business secrets, and later Chairman of OpenAI, Bret Taylor, denied that the company was trying to obtain proprietary information from its competitors. “We have no interest in the business secrets of other companies and absolutely no,” Taylor said in an interview with the CNBC, adding that the investigation was ongoing and that he could not comment further. However, he did promote OpenAI ' s initiative to develop customized AI hardware. “Our focus on hardware is very simple: we just really want to achieve our mission, which is to ensure that universal artificial intelligence benefits humanity,” Taylor said. “I think it is important to explore this type of smart hardware.”

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Google Gemini 3.5 Pro ' s delivery is months behind schedule owing to technical capacity not meeting expectations

On 17 July, informed sources revealed that Google had fallen behind schedule for several months in delivering its most powerful flagship AI model, Gemini 3.5 Pro, and that the company was trying to take the opportunity to upgrade its capabilities, particularly in code writing. This delay triggered frustration among Google engineers, AI researchers and management, who feared that the company would be exposed to the risk that its competitors, Anthropic and OpenAI, would take market advantage. According to these sources, Google involved multi-level stakeholders in the preparation of the release of the model and was working to integrate artificially intelligent technologies into a broad portfolio of products, including search, maps and YouTube, which could lead to project delays。

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BitPay, licensed by the Dutch MICA encryption asset service provider, will expand European operations

BitPay, with the approval of the Financial Markets Authority of the Netherlands, obtains the permission of an encrypted asset service provider to operate within the framework of the code for the encrypted asset market in EU member States. BitPay will expand encryption payments and stabilize currency payments in Europe. As of 1 July, all entities are subject to regulation. Jonathan Arler, European head of BitPay, said that Europe was one of the most important areas in future development。

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Cambridge study: US carries about 31% at Taifung node, over 1/3 node offline or final confirmation of impact

On July 17, a recent study by Cambridge Center for Alternative Finance showed that about 31 per cent of ETA activities were in the United States and about 39 per cent were in the EU, which did not include Britain, indicating that the geographical distribution of ETAs remained more concentrated in Western countries. According to Alexander Neumuller, the research director, nodal distribution is not currently concentrated in a single country, but relies mainly on a few cloud service providers, including Hetzner, Amazon AWS and OVH. It is a matter of concern that the ETA network does not require half of the certifiers to fail before problems arise, and when more than one third of certifiers are offline at the same time, the network may not be able to complete the final confirmation of the block check point (finalization). Neumuller noted that node is not a match to a certifier and that there may be multiple certifiers running behind a single node, so that it is not possible to determine with precision the actual impact of a node or service provider failure on the certification network. In addition, the study re-evaluated energy consumption after the integration of the Etheraf. The data show that the current annual energy consumption in the Ether is about 7.9 GWh, equivalent to about 1 MW, at about 0.02 per cent of pre-merger levels, and that energy consumption has decreased by about 99.98 per cent. The current rate of use of sustainable energy in the Taifa network is over 56 per cent, above the global average. At the same time, it was noted that customer-based software concentration was also one of the potential risks, and that gaps in the dominant client could affect a large number of network participants. The report was published by the Cambridge Alternative Financial Research Centre and supported by the Taifung Foundation。

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Defituna's lending pool leak was exploited and $580,000 stolen

Wu stated that it had been informed that the CLMM leverage agreement on Solana, Defituna, had indicated that about seven hours earlier an attacker had used his lending pool leak to transfer $580,000, resulting in a $580,000 shortfall in the USDC lending pool. The route of the attack has been identified and mitigating measures have been taken, the team is still investigating the incident and trying to recover the money, and further information will be made available。

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