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Today · 2026-08-09 · Sun

The US-I confrontation will end with negotiations

For five consecutive days, the United States forces have launched a strike against Iran with the intention of reducing its ability to attack on this critical channel in the Strait of Hormuz. Trump is even more threatening to blow up the Iranian power plant and bridge next week if an agreement is not reached, while Tehran warns that war will spread if the United States continues to attack. Dr. Faman Farmanian, a lecturer in international politics at Cambridge University, said that the White House would soon have to return to the negotiating track, particularly in view of the approaching mid-term elections in the United States. She noted that the Iranian side was eager to negotiate, that the door was open, and that the Iranian economy was “very bad” before the conflict erupted. She added, however, that, to date, Iran has completely lost its trust in the United States. In Iran ' s view, the United States again withdrew from the memorandum of understanding, as it did from the Iran nuclear agreement during the first term of Tromp. Earlier this year, following a joint strike against Iran with Israel, Trump concluded a memorandum of understanding with Tehran, in which the parties committed themselves to a permanent ceasefire within 60 days. However, the ceasefire quickly broke down — Iran attacked its vessels, which it accused of attempting to pass through the Strait of Hormuz without permission, while the United States responded with an escalating blow. Farman Farmanian suggested that the war was not sustainable. She stated that the economic situation in Iran was undoubtedly forcing them to the negotiating table. By the same token, higher oil, inflation and fertilizer prices would force the US to return to negotiations. After all, Trump faced medium-term elections, which, if anything else, were crucial to its political legacy. Kim Xian

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Microsoft's new head of security operations, Hayete Gallot, is restructuring the security sector

On 16 July, it was reported that the new head of Microsoft's security operations, Hayete Gallot, was restructuring the security sector for over 10,000 people. At least 8 former heads of administration were replaced and hundreds of positions were cut off from recent reductions. Microsoft redirects resources to the Security Copilot, Code Hole Scan and AIAgent Management Tool. Businesses such as the traditional threat detection product Sentinel reduce inputs and the core terminal safety product Defender is given higher priority. Microsoft is also using Anthony's AI safety product. The new tool MDASH, which automatically searchs for holes in multiple models, has been used to check Windows. Microsoft repaired a record number of 622 loopholes in July, claiming that the increase was due in part to MDASH. This round of adjustments is directly aimed at business concerns about AI attacks. Microsoft would like to use an AI security tool to pull the acceleration, while avoiding Anthropic and OpenAI stealing the new budget。

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MICROSOFT'S SECURITY BUSINESS HAS CHANGED BLOOD: DECIMATING HUNDREDS OF PEOPLE

The head of Microsoft security operations, Hayete Gallot, is restructuring the security sector for more than 10,000 people, with the replacement of at least eight former heads of management and the reduction of hundreds of posts in recent layoffs. Microsoft redirects its resources to Security Copilot, Code Hole Scan and AI Agent Management Tool, while traditional threat detection products, such as Sentinel, reduce their inputs and the core terminal safety product Defender is given higher priority. Microsoft is also drawing on Anthropic ' s AI safety product, and the new tool MDASH, which can use multiple models to automatically search for loopholes, has been used to check Windows. In July, Microsoft repaired a record 622 loopholes, claiming that part of the increase was from MDASH. This round of adjustments was directly targeted at business concerns about the AI attack, and Microsoft hoped to use the AI security tool to pull the rate of increase while avoiding anthropic and OpenAI taking the new budget。

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The big model of national production, MiniMax, officially landed on the offshore debt market

On 16 July, MiniMax, the head company of the Large National Production Model, officially landed on the offshore debt market and, according to the system, the company had successfully issued HK$6.5 billion in guaranteed convertible bonds at an initial swap price of HK$ 335, which is 25 per cent higher than the reference price of HK$268. According to the solicitation notes, the bond was arranged by Morgan Stanley and the Swiss Bank at an annual rate of 2.75 cents, with a semi-annual interest rate of 102.75 per cent of the principal at maturity, and the bond would expire in 2027. Previously, on the day the ban expired (10 July), rare technology announced that 35.6 million new shares would be sold at HK$268 per share to raise approximately HK$ 9.5 billion. It was also announced that HK$6.5 billion will be issued as a zero-interest-convertable bond, totalling some HK$ 16 billion. It is worth noting that the trigger threshold for for foreclosure for the issuer of the negotiable debt is 120 per cent, whereas the common trigger threshold for offshore transactions is 130 per cent, and foreclosure can be exercised after 20 trading days and the trigger condition is 10 of 20 trading days. China Gold ' s solid collection team indicated that the condition was more friendly to the issuer. (Sinhua)

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CoinGecko issued the 2026 Q2 encryption report: market value dropped by 12.6 per cent

Wu stated that the 2026 Q2 report issued by CoinGecko indicated that by the end of June the total market value of encrypted currencies had fallen by 12.6 per cent to $2.1 trillion. The market value of the stable currency fell by 1.6 per cent to $30.5 billion, the first since Q3 in 2023. The market volume of nominal transactions is projected to grow by 48.7 per cent, with total Q2 to $113.8 billion in 2026. The CEX spot trade fell by 27.9 per cent to $195 trillion, with a new low of $62 billion in May and a small rebound to $69.5 billion in June. In contrast, the performance of the CEE for sustainable contract transactions was more resistant, with Q2 transactions amounting to $12.7 trillion, a decline of only 10.0 per cent. Despite the overall weakness of the market, the monthly turnover of sustainable contracts remained at over $4 trillion。

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Abraxas Capital's main address ETH was 205.45

The main address of Abrahams Capital was an additional 205.45 empty ETH, approximately USD 388,393.97. The average price was adjusted from $1,796.81 to $1,817.15, with current surpluses and losses of $65,640.55 (-37.52 per cent) and current currency prices of $1,888.00 and liquidation of $14,950.02. The address was created in May with a large blank list, previously the largest contract-funded whale of HyperLiquid, and has been in surplus since November with a warehouse size of $920 million。

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Ali will integrate QoderWork, Goku and MuleRun to launch new productivity AI products

On 16 July, Alibaba is integrating the Agent product line under the flag: based on QoderWork, integrating the capabilities of Goku, MuleRun, and upgrading to a stronger, business-oriented, AI product. The new product is under Chen Woo-Son ' s responsibility. Ali Baba's response: QoderWork, Goku and MuleRun's existing product services will be seamlessly upgraded in the future without prejudice to all user interests. Kim Xian

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Iran: The Strait of Hormuz will not be reopened due to US pressure

On 16 July, local time, on 16 July, the Iranian Embassy in Lebanon issued a statement stating that the Strait of Hormuz would not be reopened as a result of United States pressure, but only on “Iranian terms”. The statement stated that the United States should accept this reality and that there were only two ways to resolve the problem, namely, to compel it to comply with “the conditions set by Iran” through dialogue or acceptance of Iranian military force. (observed)

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The former Chief Economist of the Federal Reserve in New York, ‌, will maintain interest rates

On 16 July, the former Chief Economist of the Federal Reserve in New York, Hodge, stated that in the foreseeable future, the Federal Reserve might prefer the price stabilization component of its “double mission”. Hodge stated that the Federal Reserve, led by Walsh, would maintain interest rates, as they were observing whether the impact of external price pressures had gradually diminished。

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