PANews

According to Token Unlocks data, next Wednesday will see large unlocks of three tokens: Succinct (PROVE) with about 208 million tokens, at 21:00 Beijing time on August 5, with a circulating-supply ratio of about 104.17% and a market cap of about $35.4 million; Hyperliquid (HYPE) with about 433 thousand tokens, at 8:00 Beijing time on August 6, with a circulating-supply ratio of about 0.19% and a market cap of about $22.67 million; Ethena (ENA) with about 171 million tokens, at 15:00 Beijing time on August 5, with a circulating-supply ratio of about 1.97% and a market cap of about $15.1 million.

PANews August 2 news: OKX market data shows that BTC has just fallen below $63,000; it is currently trading at $62,983.60 per coin, down 0.03% during the day.

PANews says that “white-haired bull god” Serenity reported that Lumentum’s CEO warned that the InP laser supply chain for AI data centers is facing a more severe shortage than storage chips. Even with 5 InP wafer fabs, shipments may be more than 30% lower than demand, as the expansion of AI infrastructure is encountering a bottleneck in optical communication components. The pressure is currently concentrated in the EML field, but an InP laser shortage may spread. Serenity is optimistic about bottleneck-related investment opportunities in the optical communication laser supply chain, focusing on AAOI, SIVE, LITE, COHR, and others. As AI compute power expands, related infrastructure may be repriced again, and the InP shortfall may become a key constraint.

PANews August 2 news: According to China Central Television (CCTV) News, on August 2 local time, an Iranian Islamic Revolutionary Guard Corps spokesperson, while describing the “Victory-2” operation, said that a U.S. Amazon data processing center located in Bahrain has been designated as a target for attack because it provides intelligence support, cloud computing, and services related to the U.S. military command system. The spokesperson did not specify the time when the strike would be launched, but said that the operation is one of Iran’s responses to U.S. attack actions.

In July, the Situational Awareness Fund suffered a severe drawdown; the net asset value fell 67% month-on-month, and the founder, Aschenbrenner, expressed disappointment to investors. The fund had long bet on AI infrastructure and chips, but in July, AI stocks saw a sharp pullback and valuations retreated from high levels, highlighting the high-volatility risk of AI-themed investing. In addition, Aschenbrenner previously authored *Situational Awareness: The Decade Ahead*, discussing issues such as AI capabilities, industrial competition, and security.

After Coldcard wallet was suspected to have been hacked, BTC small transfers surged to the highest level since the FTX collapse: about 39,600 transfers of under 1 BTC per day, nearing the November 2022 record. CryptoQuant said the scale of voluntary retail transfers is unprecedented, viewed as a proactive response to risk; the incident has also reignited debate about the safety of self-custodied assets.

Xinhua, citing sources, said that the plan to reopen the Strait of Hormuz is purely a rumor and that no agreement has been reached. A military source said that as long as the U.S. side continues its hostility, the strait will remain closed, and ships can only follow the published routes and must obtain permission to pass from the Islamic Revolutionary Guard Corps Navy. Another report said that an Israeli channel claimed that Iran’s foreign minister agreed to the reopening proposal put forward by the U.S. and Qatar, which allegedly prompted Trump to cancel plans for strikes against Iran.

Korea’s financial regulators are moving forward with amendments to the Capital Markets Act, aiming to grant emergency intervention powers to regulators during periods of extreme volatility in the stock market, with a focus on addressing leveraged ETFs on a single stock. Proposed measures include leveraged adjustments, investment caps, and reducing individual investment allowances to about 20%, among others—establishing limits on net capital inflows and rolling out real trading simulations to improve risk awareness. Previously, starting July 31, the minimum margin requirement for leveraged ETFs was raised from 10 million won to 30 million won, and the trading value on the first day fell sharply.

Today’s News Highlights:
1. Next week’s macro outlook: Non-farm payroll data may improve slightly; SpaceX will release its first earnings report after its IPO
2. Leopold previously agreed to sell $3.5 billion worth of its Anthropic stake when facing margin pressure, but the deal was withdrawn on the second day
3. Galaxy Research: Losses caused by the Coldcard vulnerability have risen to $88.6 million, involving over 4,500 addresses
4. Trump Media transferred 2,628 BTC to an exchange; total expected losses are $555 million
5. BNB

Analysts say Roundhill made a major rebalance of its DRAM-themed fund this week, cutting its stake in Samsung Electronics and buying China’s leading memory company, CXMT. From Tuesday to Wednesday, it cumulatively bought 65 million shares of CXMT, raising its weighting in the DRAM ETF to 2.47%. Over the same period, it sold about 1 million shares of Samsung Electronics per day, for a three-day total reduction of 3 million shares. This marks the first time China’s memory leader has entered mainstream DRAM investment products listed on US stocks.

According to Coinglass data, Coinbase’s Bitcoin premium index has been in a negative premium range for 76 consecutive days, with the latest value at -0.1012%. Previously, from January 16 to February 24, it was in a negative premium range for 40 straight days, setting the indicator’s longest “continuous negative” record, exceeding the negative premium of about 30 days during the 1011 crash period. Long-term negative premium is often associated with US institutional capital exiting the market, so be alert to short-term pullback pressure.

PANews August 2日消息, according to Iranian media Fars News, some “media linked to the other side” had previously claimed that Iran had agreed to a plan to reopen the Strait of Hormuz. However, insiders denied the claim and emphasized that Iran’s policy toward this strategic waterway has not changed in any way.

According to CICC research, from the middle to late part of June, global AI-chain assets saw a significant pullback. South Korea was particularly hard hit due to the combination of high leverage and crowded positioning, macro disturbances (rising oil prices driven by expectations of Federal Reserve rate hikes and tensions around the Strait of Hormuz), and concerns about an AI bubble. Historically, before bubbles burst, there have been multiple rounds of pullbacks. Three elements need to be eased in sync: digestion of crowded leverage, rate-hike expectations being implemented or easing, and new catalysts brought by the earnings season in July and August.

Galaxy research chief Alex Thorn warned again on X about the risks of Coldcard wallets, saying that single-sig wallets that have used Coldcard firmware since March 17, 2021, but did not apply dice-random entropy enhancement and did not set a passphrase should migrate. Unless you import high-entropy seeds or extensively randomize the dice, you should fully migrate. Attackers have begun emptying wallet addresses that meet the criteria; affected users should complete asset transfers as soon as possible to avoid waiting until an attack occurs.

The State Administration of Foreign Exchange held a work exchange meeting for foreign exchange administration in the second half of 2026, deployed measures to strengthen supervision in the foreign exchange sector and promote amendments to the《Foreign Exchange Administration Regulations》; improve supervisory capabilities by using new technologies such as artificial intelligence and big data to empower foreign exchange supervision, strengthen oversight of market trading behaviors, and severely crack down on illegal cross-border financial activities; enhance the professional level of operations and management of foreign exchange reserves, advance the construction of the international payments and receipts statistical system, deepen the development of “digital foreign exchange regulation” and “secure foreign exchange regulation,” and accelerate exploration and implementation of application scenarios for “smart foreign exchange regulation.”

OpenAI announced that its Astra model has produced 10 results in mathematics and theoretical computer science, covering areas such as high-dimensional geometry, coding theory, group theory, quantum complexity, post-quantum cryptography, and extremal combinatorics, including high-dimensional sphere packing, coding, non-sofic groups, Connes rigidity, arithmetic circuits, Ramsey numbers and extremal graph theory. The internal derivation cost is about $2,000, after which human researchers used the same model to organize it into a paper and obtained verifiable proof certificates through Lean.

The People’s Bank of China convened its 2026 second-half work meeting, stressing the orderly deepening of financial reform and further opening-up to the outside world. It called for advancing central bank currency swap arrangements and cooperation on settlement in the local currency, and for supporting overseas institutions to participate in issuing Panda Bonds. The meeting coordinated the offshore RMB market, improved cross-border financial and offshore financial services in Shanghai, and strengthened Hong Kong’s position as an offshore RMB hub. It further advanced the facilitation of cross-border trade and investment and financing, promoted the development of the RMB cross-border payment system, expanded international cooperation on cross-border payments, and improved the cross-border infrastructure for digital RMB.

PANews reported on August 2 that the Coldcard vulnerability attacks are still ongoing. Three rounds of large-scale attacks have been identified, and the stolen BTC remains in the attackers’ addresses and has not been moved. The stolen BTC has an average dormancy of 3.18 years, with a median of 3.55 years, mostly held by long-term holders. Alex Thorn said that some U.S. large language models limit the tracking of funds, so the team has switched to using China’s open-source AI to help protect assets and conduct on-chain tracking. They plan to push for related discussions at the government and industry level.

South Korean police have formed a 41-member virtual asset tracking investigation team. Starting August 3, they will step up investigations into drug sales networks on platforms such as Telegram to crack down on trafficking conducted through virtual assets. In the first half of the year, they arrested 5,203 drug offenders and detained 1,039 people, up by 94 (1.8%) and 75 (7.8%) respectively compared with the same period last year.

PANews August 2 news: According to Onchain Lens monitoring, ALT5 Sigma, a financial company associated with WLFI, has transferred 1.81B WLFI (about $99.77 million) to a new address. ALT5 Sigma currently still holds 5.09B WLFI (about $282.18 million).