Odaily Planet Daily reports that Amazon disclosed in its submitted 10-Q quarterly report that it has completed a total investment of $5 billion in OpenAI. The report shows that in the first quarter of this year, Amazon invested $1.5 billion in OpenAI's Series C preferred shares and committed to an additional $3.5 billion investment. In the second quarter, Amazon had invested $1.37 billion of the committed amount to purchase OpenAI's Series C preferred shares; after the reporting period, the company completed the remaining $2.13 billion investment. Amazon stated that if OpenAI completes an initial public offering (IPO) or other liquidity event, the currently issued Series C preferred shares will convert into common stock. The company expects to be subject to a customary lock-up period after the IPO and will still need to comply with relevant securities regulations thereafter. (Cailian Press)

Odaily Planet Daily reports that the Coinbase Bitcoin premium index has been in a negative premium range for 75 consecutive days (since May 19), with the latest value at -0.0959%. Previously, the index was in negative premium for 40 consecutive days from January 16 to February 24 this year, setting the longest continuous negative premium record since the indicator was launched, surpassing the approximately 30 consecutive negative premium days during the "1011 crash" period. The Coinbase Bitcoin premium index measures the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium usually reflects greater selling pressure in the U.S. market, a decline in investor risk appetite, increased market risk aversion sentiment, or capital outflows.

Odaily Planet Daily reports that according to Lookonchain monitoring, a certain whale bought 7,919.5 ETH again today, worth 14.89 million USD. Since June 30, this whale has bought 74,265 ETH at an average price of 1,771 USD, worth 132 million USD, and bought 1,050 WBTC at an average price of 64,277 USD, worth 67.49 million USD.

Odaily Planet Daily reports that HIVE Executive Chairman Frank Holmes stated that the company's 504 NVIDIA B200 GPU cluster at Bell Canada's Manitoba AI fabric generates about $2.90 per GPU per hour; in contrast, HIVE's Bitcoin mining equipment generates about $0.12 per hour. HIVE's total revenue for fiscal year 2026 reached $298 million, a year-over-year increase of 158%; revenue from cryptocurrency generated by Bitcoin mining grew by 164%. The average hash rate during the same period was 22.2 EH/s, a 290% year-over-year increase, accounting for about 3% of the total Bitcoin network hash rate, and mined 2,885 BTC. HIVE's BUZZ HPC division, which handles AI and high-performance computing business, generated $19.5 million in revenue, up 94% from $10 million in the previous fiscal year. The company also signed approximately $220 million GPU cloud agreements with Bell and AI company Cohere, and raised $75 million through note issuance to expand AI infrastructure. HIVE is building a 320 MW AI data center in the Greater Toronto Area, planning to eventually house over 100,000 GPUs. The company stated that if the facility is fully operational in the second half of 2027, the annualized recurring revenue could reach about $360 million.

Odaily Planet Daily reports that RippleX product lead Jazzi Cooper posted on platform X that the next version of the XRP Ledger, xrpld 3.3.0, will be released next week. It will introduce five new features to validators: confidential MPT, batch transactions, delegated permissions, fee delegation and reserve, and dynamic MPT. Among them, the batch transactions and delegated permissions amendments were previously urgently withdrawn due to serious vulnerabilities discovered by security researchers. She stated that the XRP Ledger already has the capability to support tokenized assets on a large scale, and this upgrade will further promote the application of these assets in global transfer, trading, staking, and settlement scenarios.

Odaily Planet Daily News reported on August 1, according to Wall St Engine, that "AI stock god" Leopold Aschenbrenner's Situational Awareness fund faced liquidity pressure during the market crash in July, with behind-the-scenes details revealed. The report stated that after the market cooled rapidly in mid-July, the decline in Situational Awareness's stock holdings triggered margin monitoring by banks such as Goldman Sachs and Morgan Stanley, which issued margin calls. Sources said other hedge funds, upon learning of its positions, began shorting related stocks, creating a cycle of "price decline → margin call → forced selling → further price suppression." In late July, Leopold continued negotiations with his team to maintain fund operations even while holding his wedding in Carmel. On the evening of July 29, he reached a preliminary agreement with a consortium led by Greenoaks and Sequoia Capital to sell about $3.5 billion in Anthropic equity. However, from early morning July 30 until before the U.S. stock market opened, Leopold changed his decision, opting to retain the private equity portfolio and instead sell publicly traded stocks. Subsequently, Citadel and Millennium entered negotiations with the fund team, with Citadel ultimately acquiring most of the fund's public stock portfolio at a discount of over 10% below market value before Thursday's market open. This transaction helped Situational Awareness meet margin requirements and avoid formal default. After the deal was completed, related AI and semiconductor stocks rebounded on Thursday, benefiting Citadel. As of around July 31, Situational Awareness disclosed to investors that the fund suffered a net loss of about 67% in July, but still rose approximately 80% year-to-date. Leopold took "full responsibility" for the incident, stating that the fund has removed bank leverage, will continue operations and invest in public markets, and will adjust its portfolio management and risk control systems. (Wall St Engine)

Odaily Planet Daily reports that the trading volume in South Korea's virtual asset market continues to shrink, and the competitive landscape among the five major KRW exchanges is changing. During the market downturn, funds are further concentrating on platforms with leading liquidity, while small and medium exchanges are seeking breakthroughs through cooperation with securities firms, institutional market layout, and business restructuring. Data shows that in the first half of this year, the cumulative trading volume of South Korea's five major KRW exchanges (Upbit, Bithumb, Coinone, Korbit, Gopax) was approximately $366.58 billion, down 54.6% year-on-year. From July 1 to 27, the cumulative trading volume of the five major exchanges was about 17.34 trillion KRW, a 16.9% decrease compared to the same period last month. Among them, Upbit's trading volume was about 11.69 trillion KRW, down 10%, but its market share rose from 62.3% to 67.4%; Bithumb's trading volume dropped to 4.71 trillion KRW, with its share falling from 30.7% to 27.1%, widening the gap between the two to 40.3 percentage points. Market analysis believes that the decline in volatility of Bitcoin and altcoins is an important reason for the shrinking trading volume. In the first half of this year, Bitcoin's average daily volatility was 1.25%, and the altcoin index volatility was 1.79%, both lower than the 4.67% of South Korea's stock market KOSPI index. Against the backdrop of shrinking market liquidity, investors' willingness to trade has declined, and exchanges relying solely on trading fee income face greater pressure. Meanwhile, mid-to-lower-tier exchanges are beginning to seek integration with traditional financial institutions. Industry insiders believe that changes in South Korea's exchange industry are similar to global trends. The US exchange Coinbase has recently faced pressure on trading revenue but has reduced reliance on fees through subscription services, custody, and other non-trading businesses. The market is shifting from pure trading volume competition to competition in financial ecosystems, institutional services, and asset infrastructure. (NexBlock)

1. Bitcoin spot ETFs had a total net outflow of $265 million yesterday, with BlackRock IBIT leading with a net outflow of $123 million; 2. Ethereum spot ETFs had a total net inflow of $9.0295 million yesterday, with BlackRock ETHB leading with a net inflow of $15.3831 million; 3. Bitdeer sold 271.3 BTC this week, continuing to maintain zero holdings; 4. Hong Kong received 25 cases of online romance scams in a single week, with a woman in her fifties being induced to invest in virtual currency and losing over HKD 26 million; 5. Sushi launched the Robinhood Chain native token issuance platform Sushi Launch; 6. Insider sources: OpenAI may postpone its IPO launch until next year; 7. Starting August 15, the Russian government bans cryptocurrency mining in Moscow and other areas until the end of 2032; 8. Nunchuk responded to the Coldcard vulnerability: platform keys will not be used directly; 9. Month-on-month growth of 177.2%, with the crypto industry suffering hacker attack losses of $210.3 million starting July 30; 10. trade.xyz has completed compensation for the SKHYNIX abnormal liquidation on July 27, with losses under $10,000 already compensated, and excess amounts to be verified and compensated further.

Odaily Planet Daily reports that "White-Haired Stock God" Serenity posted that the media and social platforms' evaluation of AI investor Leopold is "seriously inaccurate," and describing his years-long investment strategy as a "collapse" or "failure" is unfair. Serenity stated that Leopold's previous long-term investment judgments around companies from SanDisk (SNDK) to Bloom Energy (BE) had yielded significant returns, but after the market's sharp decline in July, not only was his investment strategy criticized, but personal attacks were also made, which is disappointing. Serenity believes that the market crash in July did expose issues in the strategy regarding leverage use, liquidity management, and hedging mechanisms, but Leopold's overall performance this year still achieved about an 80% return, placing him at the forefront of the hedge fund industry.

Odaily Planet Daily reports that "White-Haired Stock God" Serenity summarized the capital expenditure guidance in the latest earnings reports of Amazon, Meta, Google, and Microsoft, stating that the four major tech giants are expected to have combined capital expenditures of approximately $720 billion to $745 billion in 2026, higher than the previous market expectations of $695 billion to $725 billion. The market has recently seen significant deleveraging, as well as position liquidations by retail and institutional investors due to margin pressure. Short-term adjustments may continue, but from a medium to long-term perspective, it is difficult to maintain a bearish attitude toward upstream semiconductor companies and new cloud computing infrastructure. Serenity also proposed the "bottleneck investment" logic, believing that when trillions of dollars flow into supply chain segments previously regarded as low-value commodities, such as storage chips and even companies in the energy infrastructure sector, these companies may experience a valuation reshaping. Many currently popular AI industry chain companies were previously overlooked by the market during telecom cycles, but as AI infrastructure construction enters an accelerated phase and capital expenditures flow into their balance sheets, these companies may be revalued.