PANews Editor's Note: PANews has selected high-quality content from this week to help everyone check and fill in gaps during the weekend. Click the title to read.
Products Born from the AI Boom
Manus Season 2, the Prodigal Returns
Manus's acquisition by Meta was reversed due to a ban from the Ministry of Commerce, and after the deal was canceled, it resumed independent operations with an ARR still reaching $300 million, zero team turnover, and the founder announced the start of his third entrepreneurial venture.
Riot signed a $9.1 billion computing power deal with Anthropic, transforming Bitcoin mining companies into AI data centers, fundamentally reshaping valuation logic as mining companies shift towards computing power leasing.
Will AI Suddenly "Evolve"? Paradigm Answers This Question with a Game
Paradigm launched the RSI simulator to experience the intelligent explosion curve of AI recursive self-improvement, revealing the game between computing power, human resources, and data. It shows why crypto VCs heavily invest in cutting-edge technology.
Global capital is shifting from surplus savings to scarcity, AI leveraging is collapsing, US Treasury rates have hit a 19-year high, and repeated ceasefires in the Strait of Hormuz; the confluence of liquidity disruptions may lead to high volatility becoming the new normal.
AI big models are reshaping the offensive and defensive landscape of crypto security, lowering attack thresholds while accelerating defense. Domestic open-source models have become essential tools for security audits, identifying 85 serious vulnerabilities in just 30 hours.
Macroeconomic Insights
US Stocks and Gold Rise Together, Bitcoin's Absence in the Rebound—Are Bottom Signals Emerging?
Traditional assets like US stocks and gold are rising together, yet Bitcoin continues to lag; ETF fund inflows failed to push for a rebound. Several bottom-fishing indicators are lighting up, is the cycle bottom near?
Arthur Hayes: A Yen "Earthquake" is Brewing, and a Liquidity Tsunami Will Ignite Bitcoin and Gold
A stronger yen will force the Federal Reserve to quietly print money through FIMA repurchase agreements, causing global dollar liquidity to flood again, with Bitcoin and gold primed for sharp increases. He has heavily invested in related assets.
JPMorgan Global Market Strategy: Are Today's Commodities Reminiscent of 2022?
Federal Reserve interest rate hikes are expected to be brought forward to December; will commodities repeat the downturn of 2022? Gold is under pressure, while copper prices are bullish—a detailed explanation of market risks and opportunities.
Hash Global: Bitcoin Hasn't Risen Yet, Why Do We Sense the Bear Market Might Be Ending?
The crypto market hasn't started yet, while FOMO capital in the AI space is still at play, and funds within the industry are awaiting a potential final dip, but the bear market may be nearing its end.
Institution and Celebrity Insights
A team of 200 with an annual trading volume of $178 billion, valued at $22 billion; sports trading accounts for nearly two-thirds. What differs from Polymarket? Connections with the Trump family, Zuckerberg’s entry.
The largest catalysts are in the model portfolios of wealth platforms like Morgan Stanley and Wells Fargo; just incorporating a 1%-2% crypto allocation could mean a continuous inflow of hundreds of billions of dollars.
NFTs, play-to-earn, the metaverse, and DAOs have all been popular and then quieted down, but failure often just happens because the timing was not right. Now that the infrastructure is complete, tracks that didn’t work five years ago are seeing new opportunities.
Veteran investor Lao Bai conducts a deep review: Only stablecoins and perpetual contracts have actually run in Crypto; issuing tokens is a liability, and Crypto VCs are about to disappear.
This year's first five months saw a highly concentrated market, with stocks with large capital expenditures performing well; after June, the logic reversed, and software assets were sold off, while the CLARITY Act might trigger a token rebound.
Seizing Opportunities
Tiger Research: 7 trillion won fleeing overseas, the Korean market is Missing the Entire Crypto Era
Why are Korean investors going overseas? The report tracks 120,000 wallets, revealing that about 7 trillion won is flowing into overseas exchanges and on-chain services, with the capital return window approaching.
Bear Market Reversal Sample: How Fomo Uses Social Trading to Ignite a Chain Breakthrough Battle?
Fomo, with a 17-person team, rises against the bear market trend, raising $94 million; social trading products become a new on-chain entry, forcing Pump.fun off the field to recruit users.
Gas Rises Tenfold, Rewards Cut in Half: How Aptos Achieved a Value Reversal?
Aptos moves from a huge loss to net gain: net income for token holders THNI turns positive, after increasing Gas tenfold and halving staking rewards, network income surges 16 times.
Protocol earns $7.4 billion a year, but the token drops 70%—where is the problem?
Dissecting the four gates from "revenue" to "token holders", understanding the valuation truth behind Hyperliquid rising 1400% and Pump dropping 60%.
Is it time to end the era of Perp DEX burning money for growth?
Perp DEX growth relies on token incentives, but points from airdrops may not attract long-term traders. PopDEX proposes a 100% value return, exploring new answers to incentive mechanisms.
Web3 Matters
ENS Completes a Quiet “Self-Revolution”
ENS DAO has officially passed the "Next Era" proposal to establish a physical foundation, with the treasury locked on-chain and time-locked gains; will governance reform open up new paths for the DAO industry?
588 Days, Over 300 Web3 Projects Have sunk into the Deep Sea
Since 2025, more than 78 Web3 projects have been shut down, consuming over $900 million in funding. Insufficient capital, lack of demand, and unsustainable models are the main reasons.
Supply Surge of 30 Trillion, Long-standing Public Chain Harmony Hit Again by a Fatal Blow
Harmony has suffered another hacking attack, utilizing cross-shard receipt verification vulnerabilities to mass counterfeit receipts, illegally minting over 30 trillion ONE tokens, leading to a 38% price drop.
After Halving Trading Volume, Two Major Korean Crypto Exchanges Spark a New Listing Battle
As the Korean stock market cools down, the listing competition between Upbit and Bithumb heats up, reigniting the listing battle around existing funds and retail attention.
Stablecoin transfer volumes have hit record highs, but over 90% actually come from flash loans and market makers? USDC's annual turnover rate is 741 times, which is ten times that of USDT.
Key Information
- Kalshi is negotiating with Sequoia Capital and Wellington Management to raise $750 million at a $40 billion valuation
- Tether completes its first full independent financial audit, with KPMG issuing an unqualified opinion
- DeepSeek API price adjustment announcement, effective August 17
- US July PPI Year-on-Year Growth of 4.7%, Lower than Market Expectations
- 1kx releases first-half income report for the crypto industry: total revenue fell 23% year-on-year to $47 billion
- Trump family's crypto project WLFI postpones token issuance plan for Maldives resorts
- AMD plans to finance up to $5 billion through bond issuance
- The probability of the Federal Reserve maintaining interest rates in September is 65.2%
- Reddit will be included in the S&P 500 index, with its stock price rising by 11%
- Binance Alpha will launch KiiChain (KII) on August 14
- Analysis: Investors are betting on Anthropic's revenue reaching hundreds of billions by the end of the year, valuation may hit $30 trillion
- Bit Digital increased its holdings by 8,568 ETH in Q2, total revenue reached $32.1 million, a 15% quarter-on-quarter increase
- Crypto exchange Bullish's Q2 report: net loss of $280 million, with digital asset trading volume at $32.6 billion
- “1011 Insider Whale” agent: Korean semiconductors welcome a buy point, focus on the unlocking window of SpaceX
- Founder of Equation News: I've reduced my Bitcoin holdings by one-third near $63,000, expecting to buy back at a lower price within 1-3 years
- Garrett Jin lost $16 million by going long on Bitcoin
- Ark Invest increased its stake in Securitize by approximately $1.09 million
- Huobi HTX has launched perpetual contracts for SAMSUNGEM, HANMI, NAVER, LGELECTRONICS, KODEX200, and VST
- The three major US stock indexes all closed up, with HOOD rising over 4.40%
- The crypto market showed mixed results, with the DeFi sector increasing by over 1%
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