7*24

Hot topic

Market

Activities

According to Whale Alert, at 17:17:58 Beijing time, USDC Treasury minted an additional 250 million USDC on the Solana blockchain.

[USDC Treasury Mints 250 Million USDC on Solana Blockchain]According to Whale Alert, at 17:17:58 Beijing time, USDC Treasury minted an additional 250 million USDC on the Solana blockchain.

USDC Treasury Mints 250 Million USDC on Solana Blockchain

On July 27, at the Money Frontier 2026 New Infrastructure Intelligent Computing Summit, Bitcoin OG Lao Mao delivered a speech stating that over the past decade, he has firmly believed that the biggest macro trend in the world is governments continuously printing excess fiat currency, and Bitcoin, as a hedge against such currency overissuance, represents the most powerful trend. This overwhelming trend led him to disregard all other fundamentals and asset classes. However, this year, he suddenly realized that the narrative that brought the greatest value to Bitcoin has seemingly dimmed. Bitcoin's previous narrative was like a 100-watt light bulb in a dark world, but in the past two years, a 1,000-watt lamp suddenly lit up nearby, named AI. Capital has been flowing away from Bitcoin toward AI. AI has become the biggest narrative, the new macro trend. After recognizing this reality, he began to think about how to participate in this narrative. But the prerequisite is to judge how long this new narrative will last. His assessment is as follows: the AI narrative still has at least 2-3 years of room, and AI itself will be the engine of global economic growth for the next decade. While he still believes in Bitcoin, continues to hold Bitcoin positions, and trusts that one day BTC may return to the center of the narrative, the era of 100% BTC holdings is over, and Bitcoin has become just one allocation.

[Bitcoin OG Lao Mao: AI Narrative Has at Least 2-3 Years of Room]On July 27, at the Money Frontier 2026 New Infrastructure Intelligent Computing Summit, Bitcoin OG Lao Mao delivered a speech stating that over the past decade, he has firmly believed that the biggest macro trend in the world is governments continuously printing excess fiat currency, and Bitcoin, as a hedge against such currency overissuance, represents the most powerful trend. This overwhelming trend led him to disregard all other fundamentals and asset classes. However, this year, he suddenly realized that the narrative that brought the greatest value to Bitcoin has seemingly dimmed. Bitcoin's previous narrative was like a 100-watt light bulb in a dark world, but in the past two years, a 1,000-watt lamp suddenly lit up nearby, named AI. Capital has been flowing away from Bitcoin toward AI. AI has become the biggest narrative, the new macro trend. After recognizing this reality, he began to think about how to participate in this narrative. But the prerequisite is to judge how long this new narrative will last. His assessment is as follows: the AI narrative still has at least 2-3 years of room, and AI itself will be the engine of global economic growth for the next decade. While he still believes in Bitcoin, continues to hold Bitcoin positions, and trusts that one day BTC may return to the center of the narrative, the era of 100% BTC holdings is over, and Bitcoin has become just one allocation.

Bitcoin OG Lao Mao: AI Narrative Has at Least 2-3 Years of Room

According to Beating monitoring, Chinese-American mathematician Terence Tao warned in his speech at the International Congress of Mathematicians (ICM) that mathematics is entering a fundamental crisis concerning values and research methods. The ICM is held every four years, and the Fields Medal is also awarded at the opening ceremony. He first set a premise: AI will soon be able to complete a considerable proportion of research-level mathematical tasks at a reasonable cost. In the latest First Proof test, four AI systems faced 10 entirely new research problems, and at least one system solved 7 of them with publishable quality. The computational cost per problem ranged from $10 to $1,000. Tao believes that mathematics will transition from a state of 'proof scarcity' to 'proof surplus'. AI-generated proofs will pile up awaiting verification; verified results will then have to be clearly written, peer-reviewed, digested, and finally incorporated into textbooks and widely accepted theories. The truly scarce ability will no longer be just solving the problem first, but judging whether the result is important, explaining the proof clearly, and transforming it into knowledge collectively understood by humans. If the author cannot clearly and accurately explain their own work, even if the proof is AI-generated and verified, it should not be published.

[Terence Tao Warns of a New Crisis in Mathematics: Too Many Proofs for Anyone to Digest]According to Beating monitoring, Chinese-American mathematician Terence Tao warned in his speech at the International Congress of Mathematicians (ICM) that mathematics is entering a fundamental crisis concerning values and research methods. The ICM is held every four years, and the Fields Medal is also awarded at the opening ceremony. He first set a premise: AI will soon be able to complete a considerable proportion of research-level mathematical tasks at a reasonable cost. In the latest First Proof test, four AI systems faced 10 entirely new research problems, and at least one system solved 7 of them with publishable quality. The computational cost per problem ranged from $10 to $1,000. Tao believes that mathematics will transition from a state of 'proof scarcity' to 'proof surplus'. AI-generated proofs will pile up awaiting verification; verified results will then have to be clearly written, peer-reviewed, digested, and finally incorporated into textbooks and widely accepted theories. The truly scarce ability will no longer be just solving the problem first, but judging whether the result is important, explaining the proof clearly, and transforming it into knowledge collectively understood by humans. If the author cannot clearly and accurately explain their own work, even if the proof is AI-generated and verified, it should not be published.

Terence Tao Warns of a New Crisis in Mathematics: Too Many Proofs for Anyone to Digest

On July 27, Metaplanet CEO Simon Gerovich reviewed Strategy's Bitcoin treasury strategy, stating that in August 2020, a software company with a market cap of about $1 billion added $250 million worth of Bitcoin to its balance sheet. At the time, most people considered it a gimmick. Later, when the stock price increased tenfold, it was hailed as visionary; when it dropped nearly 90%, it was seen as a failed experiment. He noted that despite the market's shifting opinions, Strategy's Bitcoin holdings have continued to increase. Currently, it holds 843,775 BTC, worth over $50 billion, and its underlying logic has not changed.

[Metaplanet CEO: Strategy's Bitcoin Strategy Endures Market Skepticism, Core Logic Unchanged]On July 27, Metaplanet CEO Simon Gerovich reviewed Strategy's Bitcoin treasury strategy, stating that in August 2020, a software company with a market cap of about $1 billion added $250 million worth of Bitcoin to its balance sheet. At the time, most people considered it a gimmick. Later, when the stock price increased tenfold, it was hailed as visionary; when it dropped nearly 90%, it was seen as a failed experiment. He noted that despite the market's shifting opinions, Strategy's Bitcoin holdings have continued to increase. Currently, it holds 843,775 BTC, worth over $50 billion, and its underlying logic has not changed.

Metaplanet CEO: Strategy's Bitcoin Strategy Endures Market Skepticism, Core Logic Unchanged

On July 27, both U.S. and Brent crude oil extended their intraday losses to 8%, with WTI crude falling below $82 per barrel and Brent crude currently at $85.58 per barrel.

[U.S., Brent Crude Oil Plunge 8% Intraday]On July 27, both U.S. and Brent crude oil extended their intraday losses to 8%, with WTI crude falling below $82 per barrel and Brent crude currently at $85.58 per barrel.

U.S., Brent Crude Oil Plunge 8% Intraday

On July 27, according to Lookonchain monitoring, over the past two hours, three newly created wallets (likely belonging to the same whale) spent 50.04 million DAI to purchase 25,425 ETH at an average price of $1,968 per ETH.

[Three New Wallets Likely from Same Whale Acquire Over $50M in ETH]On July 27, according to Lookonchain monitoring, over the past two hours, three newly created wallets (likely belonging to the same whale) spent 50.04 million DAI to purchase 25,425 ETH at an average price of $1,968 per ETH.

Three New Wallets Likely from Same Whale Acquire Over $50M in ETH

According to monitoring by Beating, OpenAI and Anthropic employees discussed on X that once open-source models catch up to the strongest closed-source models, automated attack capabilities will no longer be under platform control. However, former Anthropic employee Noah Lebovic said that currently, real hackers are primarily using Claude Code and Codex. Some attackers he knows purchase discounted subscription tokens from gray and black markets. When their accounts are banned, they simply switch to new accounts. Closed-source models are more capable and have lower subscription prices; security restrictions are just a hurdle to bypass. Legitimate security teams, on the other hand, rely more on open-source models. They cannot jailbreak in violation of rules, nor can they constantly switch accounts. Real vulnerabilities, attack commands, and exploit code easily trigger interception by closed-source models. Lebovic stated that he knows three authorized penetration testing teams that have adopted GLM 5.2 as their primary model. Lebovic previously used Opus 4.6 in authorized testing to take over a bank account and read medical records. He believes that existing guardrails are more effective at stopping rule-abiding defenders, while those with malicious intent can still bypass them.

[Former Anthropic Employee: Hackers Use Claude and Codex, White Hats Use Open Source Models]According to monitoring by Beating, OpenAI and Anthropic employees discussed on X that once open-source models catch up to the strongest closed-source models, automated attack capabilities will no longer be under platform control. However, former Anthropic employee Noah Lebovic said that currently, real hackers are primarily using Claude Code and Codex. Some attackers he knows purchase discounted subscription tokens from gray and black markets. When their accounts are banned, they simply switch to new accounts. Closed-source models are more capable and have lower subscription prices; security restrictions are just a hurdle to bypass. Legitimate security teams, on the other hand, rely more on open-source models. They cannot jailbreak in violation of rules, nor can they constantly switch accounts. Real vulnerabilities, attack commands, and exploit code easily trigger interception by closed-source models. Lebovic stated that he knows three authorized penetration testing teams that have adopted GLM 5.2 as their primary model. Lebovic previously used Opus 4.6 in authorized testing to take over a bank account and read medical records. He believes that existing guardrails are more effective at stopping rule-abiding defenders, while those with malicious intent can still bypass them.

Former Anthropic Employee: Hackers Use Claude and Codex, White Hats Use Open Source Models

On July 27, Bitcoin ETFs listed in the U.S. experienced significant outflows at the end of last week, highlighting the fragility of Bitcoin's recent rebound. More than $465 million was withdrawn from spot Bitcoin ETFs on July 23 and 24, ending a seven-day streak of inflows, as concerns over a potential Federal Reserve rate hike overshadowed the positive momentum generated by the recent Clarity Act. Despite the massive outflows over the past two trading days, Bitcoin ETFs still recorded net inflows of $33.8 million for the week overall. This marks the third consecutive week of inflows, reversing a previous trend of eight weeks of outflows totaling $8.3 billion.

[Bitcoin ETF Inflows Halt Amid Fed Rate Hike Concerns]On July 27, Bitcoin ETFs listed in the U.S. experienced significant outflows at the end of last week, highlighting the fragility of Bitcoin's recent rebound. More than $465 million was withdrawn from spot Bitcoin ETFs on July 23 and 24, ending a seven-day streak of inflows, as concerns over a potential Federal Reserve rate hike overshadowed the positive momentum generated by the recent Clarity Act. Despite the massive outflows over the past two trading days, Bitcoin ETFs still recorded net inflows of $33.8 million for the week overall. This marks the third consecutive week of inflows, reversing a previous trend of eight weeks of outflows totaling $8.3 billion.

Bitcoin ETF Inflows Halt Amid Fed Rate Hike Concerns

On July 27, senior macroeconomist and head of research at Goldmoney, Alasdair Macleod, warned that the current valuation bubble in U.S. stocks may have surpassed the level seen on the eve of the Great Depression in 1929, and financial markets are facing the risk of an "ultimate total crash." Macleod stated that imbalances in the U.S. Treasury market, reduced allocations from overseas buyers, and rising U.S. debt pressures could drive yields higher and eventually impact stock valuations. He believes that if market confidence reverses, the S&P 500 index could face a value drawdown of more than 90%. The scale of U.S. debt continues to climb, with financing and refinancing pressures of approximately $10 trillion to $11 trillion over the next 12 months. As buyers of U.S. Treasuries dwindle, the Federal Reserve may be forced to expand its balance sheet and print money to stabilize markets, further weakening the purchasing power of fiat currency. Macleod argues that modern financial assets are inherently dependent on the credit system, with stocks, bank deposits, and U.S. dollars all carrying a certain degree of counterparty risk. In contrast, gold and silver, as physical assets independent of government credit, could become safe-haven choices in an environment of extreme financial risk.

[Analysis: U.S. Stock Bubble May Surpass 1929, S&P 500 Faces Extreme Correction, Gold and Silver as Safe Havens]On July 27, senior macroeconomist and head of research at Goldmoney, Alasdair Macleod, warned that the current valuation bubble in U.S. stocks may have surpassed the level seen on the eve of the Great Depression in 1929, and financial markets are facing the risk of an "ultimate total crash." Macleod stated that imbalances in the U.S. Treasury market, reduced allocations from overseas buyers, and rising U.S. debt pressures could drive yields higher and eventually impact stock valuations. He believes that if market confidence reverses, the S&P 500 index could face a value drawdown of more than 90%. The scale of U.S. debt continues to climb, with financing and refinancing pressures of approximately $10 trillion to $11 trillion over the next 12 months. As buyers of U.S. Treasuries dwindle, the Federal Reserve may be forced to expand its balance sheet and print money to stabilize markets, further weakening the purchasing power of fiat currency. Macleod argues that modern financial assets are inherently dependent on the credit system, with stocks, bank deposits, and U.S. dollars all carrying a certain degree of counterparty risk. In contrast, gold and silver, as physical assets independent of government credit, could become safe-haven choices in an environment of extreme financial risk.

Analysis: U.S. Stock Bubble May Surpass 1929, S&P 500 Faces Extreme Correction, Gold and Silver as Safe Havens

HTX data monitoring shows that BTC has fallen below 65,000 USDT, currently reported at 64,998.48 USDT, with a 24H increase of 0.78%.

【BTC falls below 65000 USDT】HTX data monitoring shows that BTC has fallen below 65,000 USDT, currently reported at 64,998.48 USDT, with a 24H increase of 0.78%.

BTC falls below 65000 USDT

Bitcoin Consolidates for Next Move, HYPE Restarts Bearish Trend | Guest Analysis

Avalanche: Why AVAX is stalling despite a 20x surge in daily transactions

Zhongji Innolight Leads Investment in a Tsinghua '90s Postgraduate

Trump Relents on Ethics Provisions, 《CLARITY Act》 Makes Final Push Before Senate Recess

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

BTC falls below 65000 USDT

Penafian：Konten diatas tidak merepresentasikan posisi HTX.，HTX tidak memberikan rekomendasi perdagangan apa pun.。

Artikel Terkait

Semua Komentar0TerkiniHangat

Topik Trending

Artikel Terkait