BTC/USDT$64,794.90+1.53%ETH/USDT$1,917.05+0.94%SOL/USDT$74.51+1.57%BNB/USDT$592.70+4.18%USDT/USDT$1.00+0.00%USDC/USDT$1.00-0.02%XRP/USDT$1.09+1.54%TRX/USDT$0.33+0.79%FIGR_HELOC/USDT$1.04+0.73%HYPE/USDT$54.76-0.35%DOGE/USDT$0.07+0.33%USDS/USDT$1.00-0.03%BTC/USDT$64,794.90+1.53%ETH/USDT$1,917.05+0.94%SOL/USDT$74.51+1.57%BNB/USDT$592.70+4.18%USDT/USDT$1.00+0.00%USDC/USDT$1.00-0.02%XRP/USDT$1.09+1.54%TRX/USDT$0.33+0.79%FIGR_HELOC/USDT$1.04+0.73%HYPE/USDT$54.76-0.35%DOGE/USDT$0.07+0.33%USDS/USDT$1.00-0.03%
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Today · 2026-07-31 · Fri

603.71 BTCS FOR A WHALE 40 TIMES MORE. DOLLAR

On 25 July, according to ai 9684xtpa monitoring, a whale address (0x854...c775e) opened at 22:30 last night a 40-fold-leveraging BTC with 603.71 BTCs at a warehouse price of approximately US$ 64,469, with a nominal warehouse value of approximately US$ 38.67 million. The position is currently at a loss of approximately $259,000. In addition, the address contained a price limit of approximately $31,441,000 between $63,500 and $63,674. If the deal is made in full, its BTC multi-head hold will be expanded to approximately $7,011,000. The data show that the address was previously dominated by a short-term trading strategy and that the holding time usually lasted only a few hours. This one-size-fits-all has reached the sixth largest warehouse this year, and if all subsequent price limits are in place, they will become the largest BTC operation in the year。

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Midjourney's acquisition of a star-taking application, Co-Star CEO, as chief designer Officers

On 25 July, Midjourney, an AI image generation tool, announced the acquisition of Co-Star and appointed Co-Star CEO Banuguler as Chief Design Officer of Midjourney. Banu Guler will be responsible for the formation of a cross-functional design, product and front-end team to facilitate the development of Midjourney ' s product orientation. Midjourney states that the Co-Star application will continue to operate and will be fully managed by Banu Guler. This acquisition marked the further expansion of Midjourney ' s product and design capability。

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AMD CEO SOZE: THE AI CHIP MARKET WILL REACH $1.4 TRILLION BY 2030

On 25 July, according to AMD CEO Souzif at the Advancing AI 2026 Conference, the market for AI chips has grown much faster than previously expected as the industry accelerates its progress towards AGI. AMD had predicted last year that the market for AI chips would reach $500 billion by 2028, but that figure still seemed too conservative today. Sutizou expects that by 2030, the global market for AI chips will have grown to about $1.4 trillion, close to today ' s full semiconductor market. In her view, better models would lead to greater use, which in turn would drive the growth of computing demand. While the AI chips will take many forms in the future, it is expected that most of the market will continue to take place as algorithms and work loads continue to change rapidly and have more programmable GPUs。

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Claude is suspected to have stopped showing a complete picture of his thoughts

On July 25, a professor at the University of Pennsylvania, Ethan Mollick, found that Claude may have stopped showing complete summary thought marks and published a comparison. Mollick considered this to be a significant loss that would undermine the interpretability of the model. He pointed out that even the summarised traces of thought could help users to diagnose errors in ways that otherwise would not be possible, and that they were per se of invisible value. Anthropic has not yet explained this change。

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Meta AI launched a new feature to support the development of plans, connection to the mail calendar and mandate

On 25 July, Meta Platforms stated that, based on Muse Spark 1.1 technology, Meta AI now had the capacity to plan, connect to e-mail and calendar applications, produce presentations and process multiple tasks on behalf of users. Meta stated that the Meta AI application and the new Meta.ai functionality would be rolled out from 24 July in part of the market and would be extended to more countries and platforms, including whatsApp, in the coming weeks。

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Anthropic CEO: Supply agreements signed with Samsung Electronics and SK Hercules

On 25 July, the Chief Executive Officer of Anthropic, Dario Amodei, announced that supply agreements had been signed with Samsung Electronics and SK Hercules. According to a recent report by Bloomberg, senior officials in the Korean presidential palace have revealed that Samsung Electronics and SK Hercules will sign agreements with top United States technology firms involving large sums of money during Lee ' s visit to Ming. Relevant cooperation is expected to include contracts for the supply of long-term storage chips, strategic investment partnerships and memorandums of understanding, the scale of which will be disclosed when the enterprise is officially announced. Lee will arrive in San Francisco on Friday, local time, and attend the Artificial Intelligence Summit, where he talks with the heads of United States science and technology enterprises, such as Young Weida CEO Wong In-hoon, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Chase Hock Tan。

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Trump mocked the price of the Fed's renovation

On 25 July, the President of the United States, Trump, opened the White House Press Association dinner with a joke about the dinner award and then boasted that the cost of building the venue was far lower than the cost of the Fed building. Trump said, “It's great to be back where I'm familiar, because I built it.” “I'm very proud of it, because I built it at $2.9 billion lower than the Fed building, which, by the way, is much smaller.”

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SpaceX successfully conducted the 13th test flight of the Starship

On 25 July, according to live footage of the launch, SpaceX successfully carried out the thirteenth test flight of the super-heavy rocket starship at the Texas Star Base, after a number of delays that were automatically suspended for weather reasons and before launch. This 13th mission was postponed three times before. The first attempt was to be stopped at the last minute — the automatic system stopped countdown seconds before launch due to technical parameter problems; the subsequent delay was related to adverse weather conditions around the Texas Star Base launch site. Kim Xian

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Anthropic: Claude Opus 5's ability to detect cyber-security holes close to the top model Mythos 5

On 25 July, Anthropic released a new generation of artificial intelligence model Claude Opus5, stating that the model ' s ability to detect network security gaps was almost comparable to the company ' s more advanced Mythos5 model. Anthropic states that Claude Opus 5 is a generic model that has been upgraded in such tasks as self-censorship, scientific research and code optimization. According to the company, although the model is close to Mythos5 in its ability to detect loopholes, it is still "manifestly behind" in the actual use of these loopholes. In addition, Anthropic emphasizes that Claude Opus 5 performed in many capacity categories close to its most advanced Fable5 model, but at a cost of only about half the latter, and is expected to be the default option for an enterprise to handle day-to-day office tasks. As businesses continue to focus on AI input costs, several AI companies, including OpenAI, Meta and SpaceX AI, are accelerating competition for more cost-effective models. Anthropic states that the market's focus on AVP and practical application is increasing。

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TRUMP TEAM ADDRESS UNLOCKED AND TRANSFERRED 10837,000 TOKENS WORTH APPROXIMATELY $1.691 MILLION

On 25 July, according to EmberCN, the TRUMP team ' s token address was unlocked 45 minutes ago and transferred 10,837,000 TRUMPs, currently valued at approximately $1.691 million. The data show that the coins were transferred from the addresses of the TRUMP team. On the basis of the two previous unlocked transfers, the coins may subsequently be transferred to BitGo and further to the centralized trading platform, including OKX。

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HWANG IN-HOON'S X-HOUR FAN COUNT IS OVER 580,000

ON 25 JULY, THE CEO HOANG IN-HOON RECEIVED 584,000 FANS FOR 12 HOURS ON THE X PLATFORM, WHOSE FIRST TWEET HAS INCREASED TO 332,29,000 VIEWS ON THE IMPORTANCE OF THE OPEN-SOURCE MODEL IN A LETTER SIGNED BY BRITISH WEIDA. ARTIFICIAL INTELLIGENCE WILL CHANGE EACH INDUSTRY, EMPOWER EACH COMPANY AND BE BUILT IN EACH COUNTRY. OPEN SOURCE MODELS ENHANCE SAFETY AND CYBERSECURITY, ACCELERATE INNOVATION AND DIFFUSION, AND ACHIEVE SOVEREIGNTY. THE TWEET WAS SUBSEQUENTLY FORWARDED BY MASK. HOANG IN-HOON IS NOW FOCUSING ON 52 ACCOUNTS, WITH THE EXCEPTION OF THE OFFICIAL ACCOUNT MATRIX IN WEIDA, THE FOCUS OF WHICH IS ON THE TECHNOLOGY COMPANY GIANT CEO AND THE AMERICAN ENTERPRISE FOUNDER, WITH ALMOST ALL THE FOCUS ON THE AI INFRASTRUCTURE ECOLOGY。

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OpenAI says it's going to release a technical report on Hugging Face's Blackout

On 25 July, OpenAI: We note that there are many questions and speculations surrounding the invasion of Hugging Face. We are continuing the comprehensive review, in cooperation with external consultants and under the supervision of the Safety and Security Committee. When the review is completed, we plan to issue a technical report in the coming weeks to share the lessons and insights we have learned from it。

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LEE MING: KOREA WILL BE AN IRREPLACEABLE CORE OF THE GLOBAL AI SUPPLY CHAIN

ON 25 JULY, ACCORDING TO THE KOREAN FEDERATION, KOREAN PRESIDENT LEE JAE-MING ANNOUNCED A VISION TO MAKE KOREA A TRUSTED AI SEMICONDUCTOR PRODUCTION BASE AND SUPPLY PARTNER, AND PLEDGED TO LEAD KOREA AS A KEY PLAYER IN THE GLOBAL AI SUPPLY CHAIN. THIS SPEECH WAS DELIVERED AT A HIGH-LEVEL MEETING HELD IN SAN FRANCISCO, UNITED STATES, ON THE SAME DAY, AND THE SAN FRANCISCO AI DECLARATION WAS OFFICIALLY ISSUED. THE CONFERENCE BROUGHT TOGETHER THE HEADS OF GLOBAL SCIENCE AND TECHNOLOGY ENTERPRISES, AS WELL AS THE HEADS OF KOREA'S LARGE ENTERPRISE GROUPS, INCLUDING THE PRESIDENT OF SAMSUNG ELECTRONICS, LEE, AND THE PRESIDENT OF THE SK GROUP. LEE STATED: “THE REPUBLIC OF KOREA WILL DEVELOP ACROSS BORDERS AS AN IRREPLACEABLE CORE NATION IN THE GLOBAL AI SUPPLY CHAIN.” HE ADDED THAT “BASED ON THE WORLD'S TOP COMPETITIVE AND PRODUCTIVE CAPACITY IN THE FIELD OF CHIP STORAGE, KOREA WILL BE A TRUSTED AI CHIP PRODUCTION BASE AND SUPPLY CHAIN PARTNER”

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THE YING WEIDA PROJECT HAS A $50 BILLION COOPERATION AGREEMENT WITH THE KOREAN SK GROUP

On Friday, 25 July, we announced that we would work with the South Korean SK Group on an AI plan to cover large-scale AI data centre construction and next-generation memory technology. The plan includes a long-standing partnership with SK Hercules, which aims to ensure that Young Wida has access to the next generation of storage devices and to jointly develop high bandwidth storage (HBM) for AI training, AI intelligence and physical AI applications. SK Telecommunications plans to construct an AI data centre with an installed capacity of 2 GW, which will operate with the Vera Rubin chip in Wevda and HBM4 high bandwidth storage in SK Hercules, the first of which is expected to be operational in 2027. Kim Xian

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MOODY'S WARNING A.I. INVESTMENT BOOMS INTO THE FINANCIAL SOUNDNESS OF THE TECHNOLOGY GIANTS

On 25 July, as global technology giants compete to build artificial intelligence infrastructure, Moody ' s rating warns that the AI investment boom is eroding the free cash flow of large cloud computing service providers and pushing up balance sheet risk, future investors will pay more attention to whether these firms will be able to reap sufficient returns from large AI inputs. In a study released this week, Moody indicated that six scientific and technological enterprises, including Microsoft (MSFT.US), Amazon (AMZN.US), Google parent company Alphabet (GOGL.US), Meta (META.US), Orcl.US and CoreWeave (CRWV.US), were moving from the “light assets” business model that used to rely on software, intellectual property rights and cloud services to a “heavy assets” model that required large-scale infrastructure, such as data centres. Moody noted that this shift required unprecedented capital inputs and financing and could undermine the credit quality of the companies. The Agency expects that AI infrastructure investment will continue to climb, with capital expenditures of six companies to reach approximately $78.5 billion in 2026 and a further $1 trillion in 2027. The report notes that generating AI requires a large number of hardware inputs, such as data centres, GPU servers and high-performance chips, compared to traditional software operations, leading to a fundamental change in the technological industry ' s long-standing path to maintain high profitability and robust balance sheets based on the light asset model。

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