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Today · 2026-08-13 · Thu

Money Morning News | Binance: Aim to be a encryption "superappliance"

On 15 July: 1. Binance: committed to becoming a encrypted “super-application”; 2. Capital Group increased ETF's new investment of $8 million, with a total of 1.66 million; 3. The number of holders of monetized shares exceeded 464,000 and the chain assets were close to $1.9 billion; 4. Launched with ethsystems, a private technology company of the Taifeng, with multi-funded support; 5. Galaxy launched an institutional chain financing scheme with a minimum loan of $1 million; 6. Re-locking accounts with time to enhance the security of its smart accounts; 7. EU sanctions against Russian hackers associated with Trick Bot; 8. Looki financing hundreds of millions of dollars to be recommended as the physical world AIA engine; 9.00-plus BTCs of 42.71, with current gains and losses of US$ + 19,255.29; 10。

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The BTC-ahr999 hoarding index rose to 0.5080 a month or so

According to data published in the early days of A, the BTC-ahr999 stocking index rose to 0.5080, up from a high of almost one month, and is now in a “set-off” position. This indicator was created by Ahr999 and is intended to assist the users of Bitcoin to make investment decisions in the context of a choice of opportunities strategy. The data are for information purposes only and do not constitute any investment proposal。

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Goldman Sachs: Gulf States accelerating the construction of oil pipelines around the Strait of Hormuz

ACCORDING TO THE GOLDMAN SACHS ANALYSIS, GULF STATES ARE ACCELERATING THE CONSTRUCTION OF OIL PIPELINES AROUND THE STRAIT OF HORMUZ TO REDUCE THEIR DEPENDENCE ON THE STRAIT. GOLDMAN SACHS' ANALYSIS SUGGESTS THAT THE RISKS IN THE STRAITS OF HORMUZ WILL GRADUALLY DIMINISH AND THAT THE CURRENT GEOPOLITICAL PREMIUMS IN BRENT AND WTI OIL PRICES ARE UNLIKELY TO RECEDE RAPIDLY. GOLDMAN SACHS EXPECTS THAT BY THE END OF 2027, MORE THAN 45 PER CENT OF GULF OIL EXPORTS WILL BE ABLE TO AVERT RISKS IN THE STRAIT OF HORMUZ, AND THAT THIS PROPORTION IS EXPECTED TO RISE TO OVER 60 PER CENT BY THE END OF 2028。

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The U.S. Government cleared Alameda Research/FTX seizure wallets, and ETH assets were decentralized to eight new addresses

On 15 July, after being monitored by Onchain Lens, yesterday was the seizure of assets in the Bitfinex hacker case, today it is the Alameda Research/FTX case. The United States Government has cleared another wallet containing seized assets and diverted funds to eight new addresses. The assets transferred included: 4,110 AXS (approximately $4.11 million), 5.37 YFI (approximately $1.14 million), 1,230 COMP (approximately $2.11 million), 311,600 MANA (approximately $2.18 million), 0.533 WBTC (approximately $3.44 million), 4,050 NMR (approximately $399 million), 138,950 RLC (approximately $4.07 million), 209.18 ETH (approximately $3.91 million). The balance of the original wallet is now zero。

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Japan ' s manufacturing confidence has been hampered by the cost of services as the demand for chips remains optimistic

JAPAN ' S MANUFACTURING CONFIDENCE, UNDERPINNED BY ROBUST SEMICONDUCTOR DEMAND, REMAINED RELATIVELY OPTIMISTIC AT 13 IN JULY. HOWEVER, NON-MANUFACTURING CONFIDENCE DECLINED AS A RESULT OF THE MIDDLE EAST CONFLICT, THE WEAK YEN AND RISING INTEREST RATES PUSHED UP COSTS, AND THE SHORT-TERM NON-MANUFACTURING WINDFALL INDEX FELL FROM 32 TO 25. MANUFACTURING ENTERPRISES REPORTED A RECOVERY IN THE SEMICONDUCTOR MARKET, A RAPID EXPANSION OF CHIP APPLICATIONS AND ORDERS FOR PRODUCTS RELATED TO THE AI SERVER AND A GENERAL RISE IN ELECTRONIC PARTS ORDERS. THE MANAGER OF A SOPHISTICATED MACHINE MANUFACTURER STATED THAT THE ORDER VOLUME AND THE ORDER VOLUME WERE AT UNPRECEDENTED LEVELS AND FEARED THAT THE CAPACITY WOULD NOT KEEP PACE. LOOKING AHEAD, MANUFACTURERS EXPECT THAT CONFIDENCE WILL REMAIN STABLE, THAT THE OCTOBER CLIMATE JUDGEMENT INDEX IS EXPECTED TO RISE SLIGHTLY TO 14, AND THAT THE NON-MANUFACTURING INDEX IS EXPECTED TO REMAIN AT 25, AS ENTERPRISES ARE ASSESSING THE IMPACT OF GEOPOLITICAL RISKS AND SUPPLY CHAIN CHALLENGES。

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THE WHITE HOUSE LAUNCHED THE GOLDEN EAGLE AI INITIATIVE ON CYBERSECURITY

THE WHITE HOUSE ANNOUNCED THE LAUNCH OF THE “GOLDHAWK” AI INITIATIVE ON CYBERSECURITY, A PLATFORM DESIGNED TO COORDINATE RESPONSES TO CYBERSECURITY GAPS IN ORDER TO SIMPLIFY PROCESSES AND ADVANCE ARTIFICIAL INTELLIGENCE INNOVATION. THE WHITE HOUSE, THE MINISTRY OF FINANCE, THE DEPARTMENT OF HOMELAND SECURITY AND THE MINISTRY OF DEFENCE HAVE WORKED TOGETHER ON THIS INITIATIVE TO PRIORITIZE ADDRESSING NETWORK LOOPHOLES。

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The CFTC has ordered Kalshi to perform the Michigan deal and to compete with the state's regulatory powers

On Tuesday, 15 July, the United States Commodity Futures Trading Commission (CFTC) ordered Kalshi, the predictive market platform, to perform all contracts of dealing involving residents of Michigan, directly calling for a previous court decision to set aside the relevant transactions. About two weeks ago, the Michigan Regional Court ordered Kalshi to cease providing a forecast contract for sporting events and requested that the part of the transaction that had been executed be cancelled. However, the CFTC made it clear that the Länder had no right to interfere in market transactions under federal supervision. In his statement, the Chairman of CFTC, Michael Selig, made a strong statement: “The state government cannot impose a contractual market in violation of federal obligations and federal law does not allow discrimination against residents of any state. Revoking implemented transactions is an unprecedented and dangerous initiative that could trigger a market chain reaction, undermining contractual certainty, a central building block of market operations.” Currently, CFTC has engaged in a positive exchange with several states on projected market jurisdiction, and has brought lawsuits against Connecticut, Illinois and New York, in an attempt to clarify the regulatory dominance that Congress has given to federal agencies. This race for power between the Federation and the Länder may ultimately be decided by the Supreme Court。

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Mizuho lowers the Circle rating to the big game, calling OpenUSD competitive or compressed profit margin

On 15 July, Mizuho lowered the Circle rating from neutral to large, and lowered the target price from $85 to $50, alleging rising competitive pressure from OpenUSD. The Bank indicated that OpenUSD ' s straight-through model could force Circle to share more reserve revenues with distribution partners, thus reducing profit margins. Mizuho revised the EBITA projection downwards to $699 million, which is about 25 per cent lower than the Wall Street Consensus forecast, after the 2027 adjustment, and warned that the upcoming Cinbase revenue split may increase pressure。

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THE WHITE HOUSE LAUNCHED THE GOLDEN EAGLE AI INITIATIVE ON CYBERSECURITY

On July 15th, the statement showed that the White House of the United States launched the Golden Eagle initiative, a platform designed to coordinate the response to cyber-security gaps to simplify processes and advance artificial intelligence innovation. The White House, the Ministry of Finance, the Department of Homeland Security and the Ministry of Defence have worked together on this initiative to prioritize addressing network loopholes。

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