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Today · 2026-08-02 · Sun

Bitwise CEO: BSOL has a higher investment risk than direct investment SOL

Bitwise CEO stated on platform X that BSOL had a high investment risk, which could lead to significant fluctuations and significant or total losses. BSOL is not registered under Investment Company Act of 1940 and is not protected by mutual funds or ETF. An investment in BSOL is different from a direct investment in SOL, which is preceded by a reading of the statement of equity. Marketing agents are Foreside Fund Services, LLC。

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Chinese-Chinese securities: continue to take a comprehensive view of the national value chain

In its research, CSI indicated that it continued to take a comprehensive view of the national value chain. Waic 2026 maintains a high level of attention, with new products released by companies in the field of power chips, such as day-to-day think cores, orient cores, to accelerate performance catch-up on advanced overseas products. The hypernodes have become the central focus of the General Assembly, guiding the important direction of future calculus development towards a systemic level. AI infrastructure technologies, such as connectivity, have accelerated landfall, the domestic production base has increased further, and industry competition has shifted from single-calories to chips, high-speed interconnections, whole-branch structures and the application of full-chain eco-coordinate competition。

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The giant whale's "ten big goals ahead" has been able to make about $6 million

According to the chain analyst @ai 9684xtpa monitoring, the contracted whale "first set 10 big targets" stopped in the morning and made a profit of $6,019 million, with the actual excess holding of 40,6.47 BTCs, resulting in a total of $258 million for over $64,614.7 and $66,160.47. According to it, "the trend seems to be the same, and the list is profitable, with a two-day break in the bag. The cumulative profit of four more single deals since June 25 is $9.96 million, one in three and one in advance of the achievement of 10 big goals。

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U.S. military operations against Iran have increased, and Brent's crude oil is approaching $92

AS BRENT'S CRUDE OIL PRICES APPROACHED $92, MILITARY CLASHES LED TO A CONTINUED DECLINE IN TANKER SHIPMENTS. SINCE THE RESUMPTION OF THE AMERICAN-IRAQ CONFLICT, THE PRICE OF BRENT CRUDE OIL HAS INCREASED BY MORE THAN 20 PER CENT, AND THE PRICE OF WTI CRUDE OIL HAS EXCEEDED $84 WITH HIGHER INFLATIONARY PRESSURES AND DELAYS IN THE FEDERAL RESERVE INTEREST RATE HIKE. ON TUESDAY, BRENT'S CRUDE OIL PRICE WAS CLOSE TO US$ 92, AND THE HEAVY FIGHTING BETWEEN THE UNITED STATES AND IRAN CONTINUED INTO ITS TENTH DAY。

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Supercomputers up by 7 per cent and up by 20 per cent

According to data published in the early days of A, the nanocomputer (SMCI) increased by 7 per cent, and more than 20 per cent after being released. Microcomputers publish an initial business update for the fourth quarter of fiscal year 2026, with projected revenues approaching the threshold of $11 billion to $12.5 billion, with the GAP and non-GAAP Māori rates projected at between 15 and 17 per cent, and new orders totalling over $60 billion in the fourth quarter。

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U.S. utilities and data centre companies have committed to charging electricity to residents

According to the Wall Street Journal, the largest United States utility company and data centre developer have signed a “user-charge protection” commitment by United States President Trump to cover additional costs for running the new electricity requirements of the AI model in order to alleviate external concerns about AI's driving electricity prices up. Nearly 200 institutions, including Nextera Energy, Duke Energy, Equinix and Digital Reality, have joined the initiative. White House officials indicated that Trump was expected to officially announce the commitments at the United States Environmental Protection Agency (EPA) event on Thursday, and that Republican governors such as Jeff Landry, Governor of Louisiana, and Brian Camp, Governor of Georgia, had signed and planned to attend。

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Trump signed a code of ethics to prohibit federal officials from issuing digital assets

According to The Block, the new code of ethics for encryption signed by United States President Trump prohibits federal officials from issuing digital assets and is implemented by the Department of Justice. This arrangement provoked controversy among Democrat parliamentarians, and Senator Angela Alsobrooks of Maryland stated that it was not a serious proposal for the Ministry of Justice to implement the ethics clause. This provision relates to a conflict of interest in the Tromp family encryption project World Liberty Financial, which was previously reported in the financial report as having generated millions of dollars from World Liberty Financial。

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KNOWN: INTEL AND SK HERCULES DID NOT NEGOTIATE A DEAL FOR INTEL'S CRYSTAL MILL IN OHIO

On 22 July, according to the United States financial media, Semafor: informed sources, Intel and SK Hercules did not negotiate a deal with Intel's Crystal Circle in Ohio. Intel issued a statement stating that “as is customary, we will not comment on media speculation about future business agreements. However, Intel is committed to development in Ohio and will continue to promote investments to accelerate preparations for the commissioning of the site.” Kim Xian

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Trump: The generic zero-tariff policy will be followed by 100 per cent, 200 per cent for two years

On 22 July, United States President Trump indicated that, effective 1 August 2026, all imported generics into the United States would continue to receive a two-year zero-tariff treatment; the tariff would then be raised to 100 per cent (one-year) and 200 per cent thereafter. The aim was to promote the return of generic pharmaceutical production to the United States and to impose penalties on enterprises that failed to establish production facilities and equip them within a specified period of time. The purpose of this policy is to protect the American population. The existing policy on patented, branded or innovative medicines, which has achieved significant results, will remain unchanged. At present, pharmaceutical facilities are being built on an unprecedented scale throughout the United States。

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UBS UP TO 8100 POINTS ON THE STANDARD 500 TARGET, WITH AN EXPECTED PROFIT REBOUND UNDERESTIMATED

UBS RAISED THE END-OF-YEAR TARGET FROM 7,500 POINTS TO 8100 POINTS, ARGUING THAT A MORE PROFITABLE BUSINESS OUTLOOK SUPPORTS A MORE OPTIMISTIC VIEW OF UNITED STATES EQUITIES. THE TARGET REPRESENTS AN INCREASE OF OVER 8 PER CENT FROM THE CURRENT 7440 POINT LEVEL. THE UBS EXPECTS A PROFIT GROWTH OF MORE THAN 28 PER CENT THIS YEAR FOR THE STANDARD 500, WELL ABOVE THE MARKET CONSENSUS, AND SEMICONDUCTOR COMPANIES WILL BE THE MAIN DRIVERS. UBS ALSO NOTED THAT THE GROWTH OF CAPITAL EXPENDITURE AND DEMAND WENT BEYOND THE SCIENCE AND TECHNOLOGY INDUSTRY, ARGUING THAT THE WIDESPREAD PROFITABILITY OF TECHNOLOGY COULD OFFSET CONTINUING GEOPOLITICAL AND MACROECONOMIC RISKS。

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