PANews

PANews, August 15 — OKX market data shows that BTC has just broken above $63,000, currently trading at $63,003.00 per coin, up 0.03% today.

PANews, August 15 — According to Bybit market data, the three major U.S. stock indexes all closed lower: the Dow fell 0.30%, the Nasdaq fell 0.21%, and the S&P 500 fell 0.28%. Crypto-related stocks broadly declined, with COIN (Coinbase) down 3.09% on the day and HOOD (Robinhood) down 4.19%.

According to The Wall Street Journal, JPMorgan terminated its banking relationship with prediction market platform Polymarket last October over concerns about regulatory risks. The move intensified political controversy over debanking and raised concerns about the business model and compliance of prediction markets. However, the bank did not completely sever ties with Polymarket, with some business dealings and potential capital markets cooperation still remaining.

Galaxy Research updated that the Coldcard vulnerability has caused approximately 190 victims to lose 1,778.84 BTC (about $112.7 million). If potential attacks in Wave 4 are included, total losses could rise to 2,417.35 BTC (about $153 million). The main attack wave occurred before August 6, with no new wave since then, but the risk remains. Users still using single-signature Coldcard wallets should migrate immediately. Multisig wallets emerged as the winners in this incident, potentially driving the Bitcoin ecosystem to establish a more mature security framework.

PANews, August 15 — Federal Reserve’s Goolsbee said that U.S. GDP and the labor market are broadly stable, while weak retail sales were only a one-month phenomenon. Sustained consumer weakness would be concerning. CPI data are encouraging, but more data need to be observed before making a judgment.

Mubadala adjusted its US stock investments: it fully exited Apple, Salesforce, and Broadcom; it still holds 65,326 shares of NVIDIA (NVDA), increased its Palantir (PLTR) Class A shares to 95,656, up 40.4%. In semiconductors, it slightly increased its Micron holdings to 45,451 shares and reduced its GlobalFoundries holdings to 399.6 million shares, down 5.5%. Overall, it reduced its exposure to traditional technology and chip leaders while continuing to bet on AI-driven areas such as AI infrastructure, data analytics software, and memory chips.

PANews, August 14 — According to Coinbase Platform, Coinbase plans to conduct system maintenance starting at 1:00 p.m. ET on Sunday, August 16 (1:00 a.m. Beijing time on August 17), expected to last up to 4 hours. The official statement emphasized that user funds will not be affected during the maintenance, but multiple products may experience degraded performance or instability.

PANews reported on August 14 that, according to South Korean media outlet Digital Asset, Upbit operator Dunamu disclosed in its semiannual report that its second-quarter revenue was 173.5 billion Korean won and operating profit was 23.5 billion Korean won, down approximately 26% and 73%, respectively, from the first quarter. Its first-quarter revenue was 234.6 billion Korean won, and operating profit was 88 billion Korean won. Dunamu said that an overall contraction in liquidity in the global digital asset market weakened investor sentiment, affecting its performance this quarter.

PANews, August 14 — German media recently reported that corporate spend management platform Moss has completed a €30 million financing round led by Portage, with participation from existing investors including Cherry Ventures, bringing its post-money valuation to €1 billion. Moss primarily provides corporate cards, payment, and financial automation services, currently serving more than 10k companies across Europe. The new funds will be mainly used to develop AI agents that automate corporate financial processes.

Team8 announced a $365 million expansion with new funding, including $265 million for its third fund and the remainder for follow-on investments in its existing portfolio, bringing assets under management to nearly $2 billion across eight funds established since 2014. It focuses on Seed/Series A investments in cybersecurity, software infrastructure, fintech, and digital health, helping founders define problems, validate solutions, and accelerate growth through interdisciplinary teams and an executive network.

Bloomberg reports that Payward, the operator of Kraken, disclosed that adjusted earnings before interest and taxes fell 71% year over year to $23 million in the second quarter of 2026 amid a slowdown in industry trading activity, while adjusted revenue rose 17% year over year to $508 million. Despite revenue growth, weak market trading volumes continued to squeeze profitability, with fee revenue and activity declining across multiple platforms. Although Kraken is expanding its institutional business, derivatives and on-chain services, the industry cycle continues to pressure its core trading business.

Korean media reported that SK Group executives received substantial compensation in the first half: Chairman Choi Tae-won earned KRW 1.75 billion, Vice Chairman Choi Jae-won KRW 1.5 billion, and President Jang Yong-ho KRW 1.8 billion; Yoon Pung-young received KRW 7.72B, including PSU compensation. SK hynix’s sales to Nvidia exceeded KRW 17 trillion, while average employee compensation reached KRW 144 million, up 23% year-on-year. During the same period, cash spending on the acquisition of tangible assets exceeded KRW 18 trillion, and the number of shareholders rose fivefold to 3.46 million.

Hong Kong’s HashKey Exchange and YF Life Insurance completed the first real transaction involving the regulated HKD stablecoin HKDAP, using real funds for subscription and redemption. HKDAP may be used to pay premiums in the future, enhancing near-real-time settlement and payment flexibility and promoting the adoption of stablecoins in insurance payments and other scenarios.

本期看点
Highlights of this issue
本期周刊统计周期覆盖2026年8月7日- 2026年8月14日。
This weekly report covers the period from August 7, 2026, to August 14, 2026.
本周RWA链上总市值温和升至38.29B美元，持有者总数飙升至1.79M，单月净增超58%，稳定币市场则延续“市值平稳、转账量萎缩、活跃地址回落”的静默蓄势格局，持币地址扩张与链上活跃度持续背离，表明资金加速沉淀于低波动储备，高频交易意愿低迷。
This week, the total on-chain market capitalization of RWA rose moderately to $38.29 billion, while the total number of holders surged to 1.7935 million, a monthly net increase of over 58%. The stablecoin market continued its quiet buildup, characterized by “stable market capitalization, shrinking transfer volumes, and declining active addresses.” The expansion of holder addresses continued to diverge from on-chain activity, indicating that funds are increasingly settling into low-volatility reserves while the appetite for high-frequency trading remains weak.
监管层面：中国央行在“十五五”规划中明确稳步发展数字人民币，欧盟决定修订MiCA框架以缓解非欧盟稳定币发行商被挡在门外的现象，英国推进数字英镑实验室第二阶段并着手制定代币化黄金监管框架。
On the regulatory front: The People’s Bank of China explicitly called for the steady development of the digital yuan in the 15th Five-Year Plan. The European Union decided to revise the MiCA framework to ease the exclusion of non-EU stablecoin issuers, while the UK advanced to the second phase of its digital pound laboratory and began formulating a regulatory framework for tokenized gold.
项目层面：渣打支持的Anchorpoint正式启动港元稳定币HKDAP首
At the project level: Standard Chartered-backed Anchorpoint officially launched the first HKDAP Hong Kong dollar stablecoin

撰文：Lacie Zhang，Bitget Wallet 研究员
Some say that the true global reserve currency has never been the US dollar, but rather the Eurodollar. The name originated from a bank’s telex address, but ultimately came to refer to all US dollars held outside the United States.
70 years ago, to avoid having their dollar accounts in the United States frozen, the Soviet Union and Eastern European countries deposited dollars with the Banque Commerciale pour l'Europe du Nord established in Paris and Moscow Narodny Bank established in London. The Banque Commerciale pour l'Europe du Nord’s telex address was “Eurobank”—the origin of the name Eurodollar. However, it was the United Kingdom that turned these dollars into a large-scale credit market. After the 1956 Suez Crisis, the UK tightened foreign exchange controls, prompting London bankers to lend out these offshore dollar deposits, giving rise to the Eurodollar credit business. By 1957, the Bank of England

AI compute assets are taking shape. A rebound in GPU rental rates and higher discounted value of future rental income are boosting residual value expectations, giving GPUs financial collateral value. NVIDIA, together with six Wall Street institutions, plans to build a compute financing platform of up to $500 billion, using GPUs and data centers as collateral to create a closed loop of collateralized financing, compute leasing, and principal-and-interest repayment, lowering financing costs for Neo-Clouds and driving AI infrastructure expansion. The industry is divided over hardware depreciation and residual value: upgrades on the training side may depress the value of older machines, while inference demand could extend GPUs’ economic life, determining asset pricing and risk.

Guangdong’s first specialized financial product for the token economy, Token Loan, was launched in Guangzhou’s Haizhu District. It targets small, medium-sized and micro computing-power enterprises in Haizhu District, with financing limits determined based on contracts/Token consumption quotas. Financing is primarily secured through credit, accounts receivable pledges and order-financing guarantees, with guarantees, collateral and other methods also available in combination to increase the financing limit. New companies can obtain order financing using materials from their original operating enterprises or guarantees. Initial pilot order credit funds reached 28 million yuan.

Binance announced that deposits and withdrawals in the spot market were restricted and prices deviated due to the Harmony security incident. At 20:00 on August 14, the latest price protection (LPP) for the ONEUSDT USDⓈ-M perpetual contract will be enabled. Under LPP, the mark price will be based on the average execution price over the latest 10 seconds, with per-second fluctuations capped at 1%; the funding rate limits will be reduced from ±2% to ±0.005%. The measure will end once prices converge across multiple exchanges and the spot index stabilizes, with a separate announcement to follow.

PANews, August 14 — According to a report by Cailian Press, regulatory filings show that SK hynix recognized derivative transaction losses of 3.98 trillion Korean won in the first half of 2026 related to exchangeable bonds issued in April 2023. The losses stemmed from the relevant bondholders exercising their exchange rights and the increase in the price of SK hynix’s shares listed in South Korea.
SK hynix stated that the aforementioned accounting losses would not result in an actual cash outflow. Meanwhile, gains from the disposal of treasury shares recognized when the exchangeable bonds were converted into shares had largely offset the related losses.