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Today · 2026-08-01 · Sat

LIANG WENBING: THERE IS AN HISTORIC OPPORTUNITY FOR THE REPLACEMENT OF THE NATIONAL AI CHIP, WHICH WILL BE VALIDATED OVER THE NEXT YEAR AS "THE ECOLOGY OF THE NATIONAL CHIP IS COMPLETELY INTACT"

On 23 July, the founder of DeepSeek, Liang Wenzine, stated at a recent investor exchange, “We now have about 20,000 H-equivalent calculations, most of which have just arrived, in the last month or two. The gap between us and the United States lies mainly in resources, and there is almost no difference between people, because it is the same people. Our gap with the United States may be 12 months behind, 12 to 18 months behind, or 6 to 12 months behind. The moat of CUDA in Weida was quickly destroyed. On the one hand, there is now AI, and AI can write codes, and I can build this ecology with AI; on the other hand, there are new technologies, such as a technology called TileLang, which uses this advanced language to write CUDA's calculations, which can be written all over the entire ecosystem of Inweida very quickly. The other point is that the market for cards is smaller than the game card, and now the market for cards is bigger than the game card, so there is no reason why the two should be combined. There is now a historic opportunity for the replacement of the national AI chip. We believe that within the next year we can see one thing proven: the ecology of the national chips is completely clean. It was considered problematic, it was not useful and it was not useful, but in the coming year I think we can reverse that perception. We want to buy China for the 950s, but we want to help China do this. With 950 ultranodes, the performance and prices of China can be completely offset by GB200 and GB300 in Inverda. Prices must be expensive, but limited. The only price is four valet cards for the top, and two years behind. Two years behind is two years behind. The 950 ultranode is this year's Q3 or Q4, and the British GB200 is Q3 two years ago. In Weeda's card is basically depreciable for five years. Wigand's card is depreciated for up to three years. It's good to have 950 this year, but next year I think it'll be okay, and then it'll be too much of a charge."

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The Korea Finance Commission intends to include digital asset hosting in independent operations to regulate and follow the EU regulatory initiative

ON 23 JULY, THE KOREA FINANCE COMMISSION (FSC) INDICATED THAT THE GOVERNMENT BILL ON THE DIGITAL ASSETS BASIC LAW (SECOND PHASE OF LEGISLATION) WOULD BE SUBMITTED AS SOON AS POSSIBLE AND THAT THE ISSUANCE OF GUIDANCE ON THE ENCRYPTED ASSET TRANSACTIONS OF LEGAL PERSONS WOULD BE CARRIED FORWARD IN COORDINATION WITH THE LEGISLATIVE PROCESS, WITH THE PROPOSED INCLUSION OF DIGITAL ASSET TRUST IN INDEPENDENT OPERATIONAL REGULATION AND A CAUTIOUS APPROACH TO THE REMOVAL OF THE TRUST FROM THE MANDATORY EXCHANGE. IN ADDITION, IT WOULD PROVIDE A MORE ACCESSIBLE ACCESS MECHANISM FOR TRADITIONAL FINANCIAL INSTITUTIONS TO APPLY FOR VASP LICENCES, TAKING INTO ACCOUNT EU PRACTICE. IN RESPONSE TO MARKET CONCERNS ABOUT THE SEGREGATION OF EXCHANGE HOSTING OPERATIONS, THE KCFC INDICATED THAT THERE ARE FEW CASES OF FORCED DISTRIBUTION ABROAD AND THAT THERE IS A GREATER TENDENCY TO PROTECT AGAINST CONFLICTS OF INTEREST BY IMPROVING BEHAVIOUR REGULATION RATHER THAN REQUIRING THE EXCHANGE TO OPERATE INDEPENDENTLY。

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VerusCoin was attacked and about $7.53 million of assets were transferred out

On 23 July, according to CertiK Alert monitoring, there was a security breach attack on VerusCoin in the Taifong Bridge, which resulted in the transfer of approximately $7.53 million of assets. CertiK states that this loophole may have been related to the failure of the bridge contract to correctly verify whether the amounts entered at the Verus chain level matched the amounts actually paid, a similar issue that had arisen in the event of May。

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Liang Wenzine: The strongest model will open up because there is no benefit in seeing the closed source

On July 23, the founder of DeepSeek, Liang Wenzine, said at a recent investor exchange, “I think we are open, and then our strongest model may be open. Because I can't see the benefits of closing the source. Even if it's a model open source, you tell people everything. It's a very high threshold. The threshold is very high for others to use. With only six times the profits we make, open source has no impact. But if you're going to make a hundred times the profit, then the open source does affect you to make a hundred times the profit. We were also open-source, not because you're a rival. This is already part of the open source. I do not fear that others will deploy our models to compete with us, and I hope that they will. I am only concerned that he will not be able to deploy, that some of the details will not be done correctly, that the results will be worse or that the costs will be higher. We give open source models the same as our own models. We don't say open source is a near model, and we use a better model when we deploy ourselves. Throughout last year, at the C end I was basically the open source, and then the C end service didn't see any conflict.”

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There have been three hack attacks today, with cumulative losses of approximately $35.55 million

On 23 July, there were three cyberattacks today, with cumulative losses of approximately $35.55 million, monitored by Lokonchain. Of these, AFX Trade was attacked, resulting in losses of approximately US$ 24.15 million; VerusCoin was attacked, resulting in losses of approximately US$ 7.55 million; and B2 Network was attacked, resulting in losses of approximately US$ 3.86 million。

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Liang Wenzeng: DeepSeek does not have KPI and written vision, but is based on world kindness and commitment to AGI

On 23 July, the founder of DeepSeek, Liang Wenzine, stated in a recent investor exchange, “We started out as a company with no intention of how much I'm going to make at last. In general, we did this with a great deal of goodwill towards the world, and then we thought it would be useful for humanity, which is something other than money. Managing a large company depends not on your rules, but on your vision. Vision is what you do, not how. In fact, we are unorganized, driven by vision, organized by vision. We have nothing to do with it, we have no money or say that our personnel are better than other companies. We are a very common group. Our company is run by two lines: one from top to bottom and one from bottom to top. Bottom up, it's everybody who wants to do what they want to do, who doesn't care, who doesn't have KPI. As a general rule, we would like to formally refrain from taking half of all staff time. He has half the time left unscheduled and does whatever he wants. COT does not represent resources. He does research, he doesn't consume cards, he just needs a few cards, he needs ideas. The threshold is low, anyone can touch it, but who knows what to find, and I don't know if it's a gift or something.”

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LIANG WENZINE: AI HAS NO LACK OF TASTE OR INTUITION, BUT IS LACKING IN CONTINUOUS LEARNING

On 23 July, the founder of DeepSeek, Liang Wenfeng, stated at a recent investor fair that the development of AI was understood as a ladder. Last year the ladder was Cot, the thought chain. This year's ladder is Agent. After Agent, we felt that the problem to be addressed was continuous learning. After continuous learning, perhaps we will come to a strange point. The strange thing is, when the model can continue to learn, it can do everything that humans can. It will be able to develop its own version, to study it again, and then to develop its next version, and to develop more advanced artificial intelligence models. This is not a singularity, but a gradual process. This process may also be a long gradient, not a mutation. After this step, I think it's smart. When it's smart, it walks into the real world and gives you housework and old age. We feel that the road map is the easiest. We can avoid overtime on this road map. But if the road map is the other way round, for example, if it has to be smart first, then it's a hard job to do here. AI now lacks both taste and intuition, and it lacks capacity for continuous learning. There's no problem with the taste and intuition of AI. You let it write, it's taste and intuition, and I don't think it's a problem。

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Bithumb's misdirected bitcoin recovery will be the first judgement delivered on August 27th

According to information received on 23 July, according to Digital Asset, on 27 August, the Korean court will deliver its first trial judgement in respect of the Bythumb misdistribution of bitcoin, in which the user was alleged to have mistook the BTC and held approximately 194 million won in cash. Bithumb had previously initiated undue profit-return proceedings against four users, in the amount of approximately 500 million won. In February of this year, Bithumb erroneously recorded the Korean Won credits as bitcoin in the distribution of the activity incentives, followed by recovery proceedings, claiming that 99 per cent of the 1,788 BTCs had been recovered as at 10 March。

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F2Pool-Chun Wang deposited some $15.6 million in ETH and WBTC to Binance

On 23 July, on the basis of Onchain Lens monitoring, the co-founder of F2Pool, Chun Wang (@satofishi), deposited with Binance 6009 ETH (approximately $11.56 million) and 62.31 WBTC (approximately $4.09 million) with a total value of approximately $15.6 million. The source of the asset included a withdrawal from SparkFi, the release of the ETH pledge in Lido Finance and the conversion of WETH to WBTC through CoWSwap。

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A midday review of important developments on 23 July

7.00-12:00 Keywords: Ondo Points, Galaxy Digital, AFX Trade 1. Ondo Points Scores; 2. Galaxy Digital sought $3.5 billion in debt financing for the Texas data centre; 3. Perp DEX AFX Trade was attacked and 24.15 million USDCs were stolen three hours ago; 4. Japan proposed the introduction of BitcoE ETF in 2028, or personal funds as the main source of inflow; 5. United States Senator Lummis: encryption of the ethical provisions of the Clarity Act; 6.ARK Investment bought nearly $15 million worth of SpaceX yesterday, less more than $10 million of Robinwood stock; 7. Multicoin Capital: the release of large amounts of HYPE was not essential for the agency to sell。

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Binance will suspend transactions for system upgrade on July 25th

On 23 July, it was officially announced that Binance would support the coupons in a planned system upgrade and that stock exchange services would be suspended from 10:50 to 14:00 (UTC) on 25 July. During the upgrade, users will not be able to submit stock exchange orders. According to Binance, this upgrade is scheduled to take place outside the normal United States share trading period and services are expected to resume automatically upon completion of the upgrade, which may be earlier or later than the planned window, and users are advised to schedule the related transactions in advance。

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The Money Front 2026 Hong Kong Summit will be opened on 27 July to explore new scenarios for the AI computing infrastructure Bureau

The Money Front 2026 Hong Kong Summit, hosted by Money Frontier, will take place from 27 to 28 July at Hong Kong Union Hotel. Of these, on 28 July, the KUAI.CLOUD team focused on the planning and organization of the Centre. The Summit will bring together Dr. Yang Zhengxing, founder of the polar electronics research, the head executive of the GPU company, the chief architect of the telecommunication cloud, as well as core guests from the fields of cloud services, data centres, energy, AI applications and industrial capital, to discuss front-line issues such as the national production of GPU, AI ASIC, Agent landing, AI Factory, Data Centre Out-of-Sea and electrical resource re-engineering. As the host, BUAI.CLOUD focused on the landing of Enterprise AI applications, providing large model access, Agent customization development and integrated software and hardware deployment services. The special session will further connect chips, algorithms, data centres and business applications to explore new paths for AI infrastructure from technological breakthroughs to scale-down。

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Iranian sources say Iran is ready to respond to the US ground invasion

On 23 July, the Russian media quoted an Iranian military source who reported that the Iranian military had launched a variety of United States military offensive scenarios and was preparing for a United States military ground invasion. According to today's Russian news agency, “the Iranian armed forces have prepared a wide range of responses to any new attack that the United States may launch, especially if the United States Government has mistakenly launched a ground invasion”. The source added that if the United States forces were to strike at Iran ' s nuclear facilities or infrastructure again, Iran ' s response would exceed the expectations of the United States. The threat of United States President Trump will only lead the Iranian armed forces to raise their level of readiness against possible invasion. Xinhua

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Ondo Perps online Ondo Points credit scheme

On 23 July, according to official sources, Ondo Perps has now introduced a dual-revenue mechanism: on the one hand, traders can receive a portion of the USDC incentive pool by inviting new users, and the volume of the autonomous transactions is also included in the award pool; on the other hand, on the other hand, each transaction will receive Ondo Points credits in line with the volume of the transaction and the hold (Open Interest)。

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