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Today · 2026-08-02 · Sun

The U.S. has received $13 billion in Venezuelan oil, but the money is missing

On 22 July, according to the British Financial Times, the Trump Government earned more than $13 billion this year from Venezuelan oil sales. However, the Government has rarely disclosed the specific use of these funds. The United States Government has stated that these funds “will be used for the benefit of the American and Venezuelan peoples”. But six months after the United States controlled these funds, economists have stated that there are relatively few signs of economic recovery in Venezuela - This may indicate that the United States has not returned all its revenues to Caracas. After the earthquake, the Venezuelan economy was in crisis and the country had been trying to obtain funds stored abroad, such as those held at the International Monetary Fund and gold held by the British Central Bank. Kim Xian

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Galaxy Digital established a $5 million special fund to respond to future quantum counting threats

On 22 July, GLXY announced the establishment of a $5 million fund to finance the development of technology by Bitcoin developers to protect the Bitcoin network from potential security threats from future quantum calculations. According to Galaxy, **Galaxy Bitcoin Quantum Reardines Initiative ( bitcoin Quantum Security Plan)** is open as of that date. Funding focuses on the development of digital signature programmes that are resistant to quantum attacks, the development of wallet migration tools and security audits. Galaxy also expressed the hope that in the future more businesses would join, co-finance and research support to accelerate the transition of bitcoin to antiquantic cryptography。

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The founder of the encryption research institute, Hazeflow, declared the company closed, leaving the encryption industry for at least a month

On 22 July, Pavel Paramonov, founder of the encryption research company Hazeflow, announced that it would be officially closed today. He indicated that the decision had been taken under duress and that there was some disappointment at the encryption industry. Paramonov mentioned that several researchers and designers in the team were currently looking for new jobs and would welcome contact from the demand side. He himself planned to suspend the encryption-related work for at least a month before considering the next plan。

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Polygon Ithaca's hard-wired fork will go online on July 29th to improve the reliability of payments

On 22 July, the Polygon Foundation announced Ithaca ' s hard-wired fork Successfully deployed to the Amoy test network, it is planned to launch on 29 July at 2200 hours on the Polygon main line, corresponding to 50,185,000 blocks of the Polygon main network. This upgrade has made Polygon's payments more reliable: the auto-failover mechanism can keep transactions running smoothly in the very few cases where block producers have stalled; new security measures can stop transactions that may slow down or destabilize the network; and nodal operators will also gain better visibility, allowing everything to work seamlessly at the bottom. All nodes operators should be upgraded as soon as possible to ensure compatibility and network security。

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A midday review of major developments on 22 July

7.00-12 noon Keywords: Winklevoss, Openai, Tom Lee 1. Winklevoss Brothers donate $10 million bitcoin to MAGA; 2. Trump approves the Saudi 30-year nuclear agreement or opens the Riyadh uranium enrichment gate; 3. The United States House of Representatives passed an interim grant bill to avoid the pre-election suspension of the Government; Only 7.1 per cent of the US$ 100 million decorative value that has been on the line since 4.2024 is higher than TGE prices; 5. Tom Lee relays the analyst ' s view: predicts the market or underestimates the probability that Clarity Act will pass; 6.OpenAI: Tests the AI model to escape from the sandbox environment, resulting in the invasion of Hugging Face infrastructure; 7. Korea ' s five-large encryption exchange transactions dropped by 88 per cent a year and Korbit was forced to sell assets to operate。

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a16z crypto: monthly transfers of monetized stocks amounted to $9.22 billion in june this year, with a synchronized increase of more than 170 times

On 22 July, a16z crypto wrote that transfers of monetized shares were on the rise, with monthly transfers of monetized stocks reaching $9.22 billion in June this year, a significant increase of more than 170 times over the $53 million last June. The indicator measures all relevant activities in the chain, including transactions, money transfer between wallets and the deposit of collateral into the DeFi agreement. a16z crypto indicates that the monetized stock market is still small compared to the traditional stock market, which is trading up to several trillions of dollars a month, but that a growing number of issuers and platforms are moving forward in the monetizing stock, an area that is showing a continuing trend。

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Tristar was reported to have invested in the Mistral valuation or 20 billion euros

On 22 July, according to the British Financial Times, informed sources revealed that Samsung was negotiating a new round of financing involving the artificial intelligence start-up company, Mistral, which could bring the estimate of Mistral to approximately 20 billion euros. This will help the French company become the main alternative to the United States technology giant. One of the sources indicated that Samsung had previously supported the company through its venture capital sector and that it might have invested about 1 billion euros in a new round of financing. This negotiation reflects the widespread search by artificial intelligence developers for partnerships with semiconductor suppliers to respond to a situation in which intra-industry computing demand is well beyond supply. The interest of European and Asian enterprises and governments in US-led AI-based alternatives has been increasing since the Trump government banned foreign users from accessing the recent Mythos and Fable models of Anthropic last month. Since its establishment, Mistral has focused on the development of open-source AI models, allowing customers to customize and control them, which means that no company or government can shut them down. Kim Xian

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The Kremlin's attitude has been learned to be tougher and reluctant to give up on the occupied territories of Ukraine

On 22 July, it was revealed by persons close to the Kremlin that Russia was no longer willing to return the part of its territory to Ukraine in any agreement to end the war, but planned to retain it as a buffer zone. According to three informed sources, Russian President Putin remains committed to full control of the Donetsk region in eastern Ukraine by force, and intends to retain parts of Sume and Kharkov near the Russian border as buffer zones. According to these sources, Putin has given up his territorial concessions, because Russia believes that the increasingly confrontational statements of the United States suggest that the informal consensus between Putin and Trump at the Alaska summit no longer exists. "The New Wave"

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Trump approved the 30-year Saudi nuclear agreement or opened the Riyadh uranium enrichment gate

On 22 July, United States President Trump approved a 30-year nuclear cooperation agreement with Saudi Arabia, according to the Wall Street Journal. A number of government officials have revealed that this so-called historic arrangement, with an estimated value of tens of billions of dollars, will support the establishment of a civil nuclear energy programme in Saudi Arabia and may open the way for uranium enrichment activities in Saudi Arabia. As agreed, United States companies will occupy a central place in the construction of Saudi nuclear infrastructure, while excluding other foreign competitors. The agreement is expected to be submitted to Congress for consideration in the coming days, and the United States Secretary of Energy, Chris Wright, is expected to sign the document on Wednesday; the Saudi Minister of Energy, Prince Prince Abdulaziz bin Salman, will also sign the agreement. Trump approved the agreement last week. During his first mission to the region in April 2025, Reyt discussed elements related to this arrangement with Abdelaziz。

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Japan ' s demand for 40-year-old national debt auctions has been high since March 2025

On 22 July, Japan ' s 40-year national debt auction attracted the strongest demand since March 2025 and investors attracted higher rates of return. The tender for the Wednesday auction was 2.82 times greater, 2.702 times higher than the previous auction and 2.55 times higher than the average for the last 12 months. Upon the conclusion of the auction, the prices of Japan ' s national debt were almost equal. Recent statements by Japanese government officials have highlighted the importance of a large government pension investment fund to increase investment in domestic financial assets, a statement that underpins Japanese domestic debt. The rate of return on the 40-year-old national debt currently hovers around 3.895 per cent, after reaching a historical high of 4.355 per cent in May. Some investors, however, remain concerned about Prime Minister Takahashi’s expansionary fiscal policy agenda, the expectation that the Central Bank of Japan will slow down interest rates, and still large interest rate differentials. Kim Xian

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Polymarket: Bitcoin reached a 75% chance of $675 million in July

The forecast market shows that, in Polymarket's “bitcoin touched prices in July” forecast market, bitcoin defaulted 75 per cent of the probability of touching $67.5 million, 34 per cent of the probability of touching $70,000 and 12 per cent of the probability of touching $7.25 million. Recently, Bitcoin has continued to rebound, and OKX shows that the BTC came close to $67,000 last night, and that market sentiment continues to warm up. In addition, the “ten big targets” previously announced for the Dobitcoin whale left the field in the early hours of yesterday morning, but its message on platform X stated that “the trend seems to be changing, and the profits have been closed and settled”

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Tom Lee relays the analyst's point of view: predicting the market or underestimating the probability that Clarity Act will pass

On 22 July, Tom Lee forwarded the opinion of analyst Sean Farrell on the probabilities of the adoption of the Clarity Act, stating that his communication with policymakers indicated that the passage of the bill was more likely than the current pricing of the forecast market, and that “near term restrictions” prevented the insiders from making transactions on the basis of that result, so that the forecasted markets of Polymarket and Kalshi might underestimate the probabilities of the adoption of the bill. In its forwarding, Tom Lee indicated that this judgement was biased。

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Winklevoss brothers donate $10 million bitcoin to MAGA

On 22 July, according to CryptoSlate, the latest United States Federal Electoral Commission (FEC) documents show that Cameron and Tyler Winklevoss donated a bitcoin worth $10,018,464.91 (US$5,006,604.47 and US$5,011,860.44, respectively) on 19 June 2026 to Maga Inc., the super-political action committee of the Trump camp. The donation took place 23 days after the Commodity Futures Trading Commission (CFTC) announced that it had joined the Gemini suit in its encryption exchange, seeking annulment of the 2025 judgement. FEC records show that it sold donated bitcoin through Gemini. CFTC had previously indicated that, as the original complaint was based on unreliable whistleblower statements and procedural defects, it should not have brought an action under the current criteria, and had therefore agreed to jointly request the court to set aside the consent order with Gemini, but that the $5 million fine paid by Gemini in 2025 would not be refunded。

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SURVEY: ABOUT 70% OF UNITED STATES ENCRYPTED TRADERS WOULD LIKE AI TO MANAGE THEIR PORTFOLIO

OKX ' S SURVEY OF 1,400 UNITED STATES ENCRYPTED TRADERS SHOWED THAT ABOUT 70 PER CENT OF RESPONDENTS WERE WILLING TO ALLOW AI TO MANAGE ITS PORTFOLIO WITHOUT A CASE-BY-CASE REVIEW, INCLUDING FULL AUTONOMY OR AUTOMATIC DECISION-MAKING WITHIN SELF-SET RISK LIMITS. YOUNG RESPONDENTS ARE MORE WILLING TO HAND OVER CONTROL, WITH 38 PER CENT OF Z GENERATION TRADERS AND 37 PER CENT OF THE MILLENNIUM GENERATION EXPRESSING THEIR WILLINGNESS TO GRANT FULL AND UNSUPERVISED AUTHORITY TO AI, COMPARED WITH 11 PER CENT OF THE BABY BOOM GENERATION. THE SURVEY ALSO REVEALED THAT 51 PER CENT OF RESPONDENTS USED AI TOOLS TO CONDUCT RESEARCH OR TRADE SEVERAL TIMES A WEEK, AND 77 PER CENT HAD STUDIED ENCRYPTED SPACE IN THE PAST THREE MONTHS USING GENERIC CHAT ROBOTICS. SEVENTY-NINE PER CENT OF RESPONDENTS INDICATED THAT, IF OTHER EXCHANGES PROVIDED BETTER AI TOOLS, THEY WOULD CONSIDER REPLACING THEM. THE UNITED STATES SEC, FINRA AND STATE SECURITIES REGULATORS HAVE REMINDED INVESTORS TO VERIFY PLATFORM REGISTRATION INFORMATION AND BE ALERT TO LOW-RISK, HIGH-RETURN COMMITMENTS。

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