PANews

PANews July 31, 2026, according to Onchain Lens monitoring, a newly created wallet withdrew 468.30 BTC from BitMEX, worth about $29.88 million. Onchain Lens said this is the first single withdrawal of more than $10 million since BitMEX announced it would close.

PANews reported on July 31: According to Bybit data, spot silver is down more than 2.00% intraday, currently at $57.79 per ounce. COMEX silver futures have fallen below $58 per ounce, with an intraday drop of 2.14%.

After UniswapV4 launched with a fee-rate switch, UNI’s rally has been significant. Robinhood Chain has become the core source of revenue, with its daily share exceeding 50%. Through the TokenJar/Firepit mechanism, trading fees are used for buyback and burn, forming a self-driven flywheel. However, it is highly dependent on Meme coin liquidity and the sustainability after the September subsidies expire, with LP incentives and valuation becoming the focus of debate.

PANews July 31 report: EU Commission officials say they are in close contact with OpenAI and Anthropic regarding AI hacking incidents. Such incidents highlight the importance for AI developers to set up monitoring activities.

Hong Kong HashKey Exchange launched its first private credit tokenization product, ACRED, on its wealth management channel. It is limited to qualified professional investors. USDC subscriptions are processed daily, while redemptions are handled through the issuer’s quarterly buybacks, with a 5% buyback quota. ACRED is a tokenized Feeder Fund that invests in the credit assets underlying the Apollo Diversified Credit Fund, expanding products on the wealth management channel and institutional-grade on-chain services.

PANews July 31 news, citing Jint 10, reported that Amazon disclosed it invested $10 billion in Anthropic in Q2 via non-voting preferred shares and $1.3 billion via convertible notes. Under the financing agreement, Amazon may also provide up to $20 billion in additional funding, and the agreement will expire 30 months after Anthropic’s initial public offering. In addition, for the six months ended June 30, Amazon invested $28.7 billion in OpenAI’s Series C preferred shares, including $13.7 billion invested in Q2.

Author: Zuo Ye Wei Bi Shan
Finance is a tool of social mobilization.
There is no Iron Curtain in the new Cold War—only mutual entanglement.
The U.S.-Soviet Cold War since 1945 is often described as localized hot wars under a comprehensive nuclear crisis, with both sides always ready for steel-on-steel collisions across the plains of Eastern Europe.
But if you bypass the bloodshed of World War II and look back to the “Great Depression” of 1929, the Soviet Union had been absorbing U.S. technology and capital, until after World War II, when London established a massive Eurodollar system, whose main beneficiaries were also the Eastern bloc and the Soviet bloc.
From this perspective, it makes sense to view the Cold War as a “trade war.” The Soviet Union built the Comecon system, which was naturally weaker than the General Agreement on Tariffs and Trade (GATT, the predecessor of the WTO), the IMF, and the World Bank, because the latter included full-scale bargaining under the financial system.
When your enemy also cannot do without the U.S. dollar, the outcome of this contest was already decided.
Old Cold War trade, new Cold War finance
Economy

This Edition’s Highlights
This weekly newsletter’s statistical period covers July 24, 2026 to July 31, 2026.
This week, the total on-chain market value of RWA remained stable at $36.8 billion. The number of holders hit a new all-time high again, with net additions of over 420k in a single month. However, the stablecoin market’s monthly transfer volume has continued to plunge for consecutive months by nearly 30%, and on-chain settlement demand has remained sluggish. The market has shown a stalemate pattern of “funds accelerating into long-term hoarding while on-chain activity shrinks.”
On the regulatory front, South Korea is advancing stablecoin legislation and is also mulling the abolition of the crypto tax. Kenya has lowered the capital threshold for issuers to $2.32 million to attract global players. Zimbabwe has launched a crypto sandbox, and regulatory frameworks across multiple countries are becoming clearer.
On the project side, Project Agorá led by the Bank for International Settlements (BIS) completed real cross-border payment tests for six currencies totaling $1 million, with an average settlement time of 80 seconds. This marks wholesale tokenization moving from trials to real-world implementation—ten European financial institutions

PANews July 31 news, according to Onchain Lens, a trader who has accumulated profits of about $6.46 million on Hyperliquid first deposited 1.5 million USDC, then opened a short position of about $8.14 million. Its main shorts include SPCX of about $2.37 million (2x leverage), DRAM of about $1.3 million (2x leverage), and MU of about $1.11 million (2x leverage), with other short positions distributed across multiple assets.

According to PeckShieldAlert, the COLDCARD cold wallet firmware by hardware wallet manufacturer Coinkite has a serious entropy generation vulnerability that affects Mk2 and Mk3, potentially reducing the security strength of mnemonic seed words. The report says this vulnerability is linked to the theft of about $38 million worth of Bitcoin. Affected users should upgrade and patch the firmware as soon as possible, regenerate a new seed, and complete asset migration.

Today’s news highlights:
New York State Attorney General has filed a lawsuit against Kalshi, seeking at least $36.0 billion in damages
AI startup Simile completed a $200 million Series B round at a $2 billion valuation
A hedge fund under former OpenAI researcher Leopold has closed positions at a loss, selling most of its stocks to investment firm Citadel
Crypto mining companies pivoting to AI saw a broad rally in share prices: IREN rose 30.54%, while Bitdeer rose 24.72%
ByteDance launched the Seedance 2.5 model: a single generation takes 30 seconds, with a breakthrough in long-form narrative capabilities
Strategy reported a net loss of $8.2 billion in Q2, and its Bitcoin holdings increased by 11%
Meta said its future spending commitments are nearing $700 billion, involving AI data centers and cloud computing
Coinbase

Fupeng from Xinhuo Group believes AI is still in a transition period from midstream to downstream: infrastructure layers such as Nvidia have matured, but downstream applications have yet to achieve a milestone breakthrough. If, in the second quarter, technology giants’ free cash flow goes back to zero and application returns are insufficient, the growth rate of capital expenditures will slow, putting pressure on the upstream chain. In digital assets, Bitcoin has shifted from crypto-sector narratives to a standard financial asset; when liquidity tightens, it becomes an early indicator on the denominator side. It is recommended to focus on large companies’ free cash flow and U.S. stock options structure to judge the turning point.

On the first day that South Korea’s regulators imposed restrictions on stock-specific leveraged ETFs, trading volumes for related products fell sharply. The total trading volume for 16 leveraged and inverse ETFs was 3.3071 trillion won, down 75.3% from 12.4485 trillion won the previous day. Excluding inverse ETFs, trading volume for 14 leveraged ETFs was 2.4686 trillion won, down 64.4% from 6.9354 trillion won the previous day. Compared with the July monthly average of 12.27 trillion won, capital flows were clearly suppressed.

PANews July 31 news, according to Onchain Lens, a whale first transferred 500 BTC into a newly created wallet, and about 23 minutes later deposited all 500 BTC (about $31.89 million) into Binance.

This article is jointly produced by PANews and BIT US Stocks. BIT US Stocks provides 10,000+ U.S. main-board stocks and ETFs, supports stablecoin deposits and withdrawals as well as traditional USD wire transfers, and offers complete shareholder rights and dividend voting privileges.
BTC monthly chart is nearly closing, with options settlement locking in a 64k battleground
Bitcoin rebounded with risk assets on Thursday. Intraday, it briefly pushed through $65,000, and the month is up 10.52%. Several Wall Street traders noted that BTC around $63,000 shows extremely strong capital backing support, while $67,000 above is the most severe area for short-term profit-taking sell pressure.
Although U.S. tech stocks rebounded sharply, they did not lift the crypto market in tandem. Currently, the crypto market lacks new USD liquidity, and capital returning remains weak. However, ETF flows show positive signals: U.S. spot Bitcoin ETFs saw a net inflow of 2.331b.

Bitcoin’s price is stuck in a narrow trading range, volatility has fallen to a six-month low, and daily average trading volume has dropped to $2.2 billion—the lowest since November 2023. Analysts say the volatility is cyclical: the longer the calm lasts, the more likely it is to trigger a sudden breakout. A similar situation occurred in January last year; afterward, the price first rose to nearly $98,000 and then fell back to about $60,000, with trading volume increasing in the meantime.

On July 31, the three major stock indexes rose then fell back: the Shanghai Composite gained 0.72%, the Shenzhen Component rose 2.21%, and the ChiNext Price Index jumped 3.06%. This month still saw a sharp decline, with the Shanghai and Shenzhen markets down more than 23% and the STAR 50 down nearly 26%. Total trading volume on both exchanges was 2541.7 billion yuan, with volume increasing. Hotspots rotated quickly, with more than 4,600 stocks advancing; ChangXin Memory rose more than 2%, to 53.97 yuan, and its gain in the first week after listing reached 523%, with trading value exceeding 50 billion yuan. The AI concept continued to climb; Chuan Zhi Education notched five consecutive daily limit-ups, with multiple stocks hitting the limit up. The banking sector weakened, with Ningbo Bank down more than 3%, and major banks including Industrial and Commercial Bank, Agricultural Bank, China Construction Bank, and 招商银行 also fell.

Aster Vault Beta has officially ended and is now open to all users. Traders can turn perpetual contract strategies into investable vaults, with public trading records and revenue sharing based on realized profits. Investors can directly invest in the vault and share strategy gains and losses proportionally, without executing any single trade. To set up, you must hold ≥100 $ASTER in a perpetual account and lock it, and deposit at least $100 of the specified assets (USDF/USDT/USD1/USDC/U). Admins can configure lock-up terms, the level of publicity, and profit sharing. The vault is built and managed by users themselves; Aster does not endorse strategies. In the future, new features will be added to enhance allocation and management flexibility.

PANews July 31 news: According to OKX market data from OKX, BTC has just fallen below $64,000 and is currently at $63,986.10 per coin, down 1.16% intraday.