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On July 29, the Federal Reserve's July interest rate decision will be announced on Thursday at 2:00 AM, followed by Chairman Warsh's press conference at 2:30 AM. The market estimates the probability of a rate hike versus holding steady at about 30% to 70%, and has priced in a "hawkish" stance, indicated by one to three officials possibly dissenting in favor of a rate hike. Warsh is also expected to firmly uphold a zero-tolerance policy for inflation exceeding the target. (Jin10)

[Fed Rate Decision to Be Announced on Thursday at 2:00 AM]On July 29, the Federal Reserve's July interest rate decision will be announced on Thursday at 2:00 AM, followed by Chairman Warsh's press conference at 2:30 AM. The market estimates the probability of a rate hike versus holding steady at about 30% to 70%, and has priced in a "hawkish" stance, indicated by one to three officials possibly dissenting in favor of a rate hike. Warsh is also expected to firmly uphold a zero-tolerance policy for inflation exceeding the target. (Jin10)

Fed Rate Decision to Be Announced on Thursday at 2:00 AM

On July 29, the official Solana account announced that 100M CU (compute unit) blocks have officially gone live on the mainnet. According to the SIMD-0286 proposal, the block compute unit limit has been increased from 60 million to 100 million, boosting capacity by 66%.

[Solana Mainnet Block Compute Unit Limit Raised to 100 Million, Capacity Increased by 66%]On July 29, the official Solana account announced that 100M CU (compute unit) blocks have officially gone live on the mainnet. According to the SIMD-0286 proposal, the block compute unit limit has been increased from 60 million to 100 million, boosting capacity by 66%.

Solana Mainnet Block Compute Unit Limit Raised to 100 Million, Capacity Increased by 66%

On July 29, SlowMist reported a recently discovered recruitment scam targeting Web3 professionals. Attackers impersonate recruiters, tricking victims into installing an AI meeting software called 'Relay,' which is actually information-stealing malware. The malware targets both macOS and Windows users, capable of stealing browser credentials, cryptocurrency wallet-related data, Keychain data, Telegram sessions, and other sensitive information. SlowMist has completed sample analysis and disclosed the attack chain's operation. SlowMist reminds users to exercise caution when participating in online interviews or recruitment processes, avoid installing unfamiliar software, refrain from running unverified applications, and be wary of unusual installation requests or system password prompts.

[SlowMist: New Recruitment Scam Targeting Web3 Professionals, Malware Disguised as AI Interview Tool]On July 29, SlowMist reported a recently discovered recruitment scam targeting Web3 professionals. Attackers impersonate recruiters, tricking victims into installing an AI meeting software called 'Relay,' which is actually information-stealing malware. The malware targets both macOS and Windows users, capable of stealing browser credentials, cryptocurrency wallet-related data, Keychain data, Telegram sessions, and other sensitive information. SlowMist has completed sample analysis and disclosed the attack chain's operation. SlowMist reminds users to exercise caution when participating in online interviews or recruitment processes, avoid installing unfamiliar software, refrain from running unverified applications, and be wary of unusual installation requests or system password prompts.

SlowMist: New Recruitment Scam Targeting Web3 Professionals, Malware Disguised as AI Interview Tool

On July 29, according to a security alert released by SlowMist, its MistEye system detected a recruitment scam targeting Web3 professionals. The attackers impersonated recruiters, tricking victims into installing an AI meeting tool named 'Relay,' which is actually malware. The malicious program targets both macOS and Windows users, attempting to steal sensitive information such as browser credentials, wallet-related data, Keychain data, Telegram sessions, and more. SlowMist has analyzed the samples and disclosed details of the attack chain, reminding users to be cautious when installing software during online interviews or recruitment processes and to avoid executing unverified applications.

[SlowMist Warns: Recruitment Scam Uses Fake AI Meeting Tool to Steal Data from Web3 Professionals]On July 29, according to a security alert released by SlowMist, its MistEye system detected a recruitment scam targeting Web3 professionals. The attackers impersonated recruiters, tricking victims into installing an AI meeting tool named 'Relay,' which is actually malware. The malicious program targets both macOS and Windows users, attempting to steal sensitive information such as browser credentials, wallet-related data, Keychain data, Telegram sessions, and more. SlowMist has analyzed the samples and disclosed details of the attack chain, reminding users to be cautious when installing software during online interviews or recruitment processes and to avoid executing unverified applications.

SlowMist Warns: Recruitment Scam Uses Fake AI Meeting Tool to Steal Data from Web3 Professionals

According to Beating monitoring, Anthropic had Claude Mythos Preview independently search papers, propose hypotheses, write code, and run experiments to find mathematical weaknesses in cryptographic algorithms. It proposed two new attacks: one against the post-quantum signature scheme HAWK that has not yet been deployed, and another against a simplified version of AES. The first took about 60 hours, and the core idea of the latter was mainly proposed by the model. HAWK can be understood as stamping digital files, designed to resist future quantum computers. Claude broke the HAWK-256 specifically used for testing, and downgraded the security estimate for larger parameters. Its value is to identify problems in candidate algorithms early, not to break already deployed systems. AES is the encryption standard widely used by websites, banks, etc., but the full AES has not been broken. The experiment only targeted a 7-round version that stripped 3 rounds of protection, and it would require about 2^105 specially crafted inputs. The so-called speedup of 200 to 800 times merely makes a theoretical attack that could not be practically executed faster. Claude can already participate in cryptographic research, but cannot independently complete research. It found the key idea for AES in a few days, but Anthropic researchers still spent hundreds of hours and nearly a month verifying. At this stage, Claude can accelerate research, cannot replace experts, and certainly cannot directly break real-world systems.

[Claude Begins Challenging Global Encryption Systems, but the Internet Remains Secure]According to Beating monitoring, Anthropic had Claude Mythos Preview independently search papers, propose hypotheses, write code, and run experiments to find mathematical weaknesses in cryptographic algorithms. It proposed two new attacks: one against the post-quantum signature scheme HAWK that has not yet been deployed, and another against a simplified version of AES. The first took about 60 hours, and the core idea of the latter was mainly proposed by the model. HAWK can be understood as stamping digital files, designed to resist future quantum computers. Claude broke the HAWK-256 specifically used for testing, and downgraded the security estimate for larger parameters. Its value is to identify problems in candidate algorithms early, not to break already deployed systems. AES is the encryption standard widely used by websites, banks, etc., but the full AES has not been broken. The experiment only targeted a 7-round version that stripped 3 rounds of protection, and it would require about 2^105 specially crafted inputs. The so-called speedup of 200 to 800 times merely makes a theoretical attack that could not be practically executed faster. Claude can already participate in cryptographic research, but cannot independently complete research. It found the key idea for AES in a few days, but Anthropic researchers still spent hundreds of hours and nearly a month verifying. At this stage, Claude can accelerate research, cannot replace experts, and certainly cannot directly break real-world systems.

Claude Begins Challenging Global Encryption Systems, but the Internet Remains Secure

On July 29, according to monitoring by ai_9684xtpa, after SK Hynix's earnings report, address 0xc8b…48891 added 1.817 million USDC as margin to Hyperliquid, then opened a 4x leveraged long position of 31,968.24 SKHX, worth approximately $31 million, with an entry price of $981.91. The position currently shows an unrealized loss of about $401,000.

[A Whale Opens $31M SKHX Long Position After Adding Margin]On July 29, according to monitoring by ai_9684xtpa, after SK Hynix's earnings report, address 0xc8b…48891 added 1.817 million USDC as margin to Hyperliquid, then opened a 4x leveraged long position of 31,968.24 SKHX, worth approximately $31 million, with an entry price of $981.91. The position currently shows an unrealized loss of about $401,000.

A Whale Opens $31M SKHX Long Position After Adding Margin

On July 29, ahead of the Federal Reserve's interest rate decision, the market is no longer facing the binary choice of rate hike or hold, but a change in the model of monetary policy decision-making. Wash has continuously downplayed forward guidance, causing the market to lose the basis for predicting policy based on officials' speeches. Wall Street can only find answers through probability trading and hedging positions, which is why the open interest of federal funds futures has hit a new high recently, and the demand for rate hike hedging has risen simultaneously. Even though most institutions still expect the rate to remain unchanged this time, what truly drives market volatility will be how Wash defines inflation risks, whether he accepts the short-term impact of energy prices, and whether he establishes a new policy framework through post-meeting remarks. In other words, the core of this FOMC meeting is not the interest rate outcome, but whether the market can gradually understand Wash's future reaction function, as this will directly affect the global repricing of risk premiums for dollar assets. At the corporate level, changes in capital allocation thinking are also evident. Amazon has chosen to scale back its internal AI models and concentrate resources on frontier model research, reflecting that the AI competition has shifted from 'number of models' to 'model quality and resource concentration.' This means large tech companies are beginning to place greater emphasis on capital efficiency rather than unlimited expansion of R&D. The market's focus is gradually converging on return on investment and cash flow efficiency, and the valuation logic of high-valuation tech stocks may also change accordingly. On the other hand, the situation in the Middle East remains highly sensitive. Although the US and Iran are still seeking diplomatic solutions through third parties like Oman, and talks between Trump and Netanyahu have also signaled cooperation, Iran's missile attack on a US military base, the Houthi attack on a Saudi oil tanker, and the dispute over control of the Strait of Hormuz all indicate that the conflict remains highly prone to recurrence. The market has not yet fully priced in the worst-case scenario, so each military skirmish could push up the risk premium on oil, further affecting inflation expectations and the Fed's policy space. OPEC+ has signaled that it will maintain stable production levels for 2026 after September, meaning the supply side will not increase significantly in the short term. If Middle East supply is disrupted again, oil prices will become more susceptible to event-driven volatility. It is noteworthy that the KOSPI index has already corrected over 30% from its June high, showing that Asian markets have taken the lead in adjusting high-valuation tech stocks and global liquidity conditions, in stark contrast to the relatively high levels of U.S. stocks. If the Fed sends a more hawkish signal than the market expects, U.S. tech stocks may face valuation pressure similar to that of Asian markets; conversely, if Wash keeps rates unchanged and continues the 'data-dependent' stance, the market focus will quickly revert to corporate earnings and verification of AI capital expenditure. In the short term, what the global market is really waiting for is not an interest rate answer, but whether the three main threads of policy framework, corporate earnings, and geopolitics can jointly drive the current elevated risk premium lower.

[Bitunix Analyst: Neither Rate Hike Nor Pause Is the End; Market Trades on Wash's Policy Function]On July 29, ahead of the Federal Reserve's interest rate decision, the market is no longer facing the binary choice of rate hike or hold, but a change in the model of monetary policy decision-making. Wash has continuously downplayed forward guidance, causing the market to lose the basis for predicting policy based on officials' speeches. Wall Street can only find answers through probability trading and hedging positions, which is why the open interest of federal funds futures has hit a new high recently, and the demand for rate hike hedging has risen simultaneously. Even though most institutions still expect the rate to remain unchanged this time, what truly drives market volatility will be how Wash defines inflation risks, whether he accepts the short-term impact of energy prices, and whether he establishes a new policy framework through post-meeting remarks. In other words, the core of this FOMC meeting is not the interest rate outcome, but whether the market can gradually understand Wash's future reaction function, as this will directly affect the global repricing of risk premiums for dollar assets. At the corporate level, changes in capital allocation thinking are also evident. Amazon has chosen to scale back its internal AI models and concentrate resources on frontier model research, reflecting that the AI competition has shifted from 'number of models' to 'model quality and resource concentration.' This means large tech companies are beginning to place greater emphasis on capital efficiency rather than unlimited expansion of R&D. The market's focus is gradually converging on return on investment and cash flow efficiency, and the valuation logic of high-valuation tech stocks may also change accordingly. On the other hand, the situation in the Middle East remains highly sensitive. Although the US and Iran are still seeking diplomatic solutions through third parties like Oman, and talks between Trump and Netanyahu have also signaled cooperation, Iran's missile attack on a US military base, the Houthi attack on a Saudi oil tanker, and the dispute over control of the Strait of Hormuz all indicate that the conflict remains highly prone to recurrence. The market has not yet fully priced in the worst-case scenario, so each military skirmish could push up the risk premium on oil, further affecting inflation expectations and the Fed's policy space. OPEC+ has signaled that it will maintain stable production levels for 2026 after September, meaning the supply side will not increase significantly in the short term. If Middle East supply is disrupted again, oil prices will become more susceptible to event-driven volatility. It is noteworthy that the KOSPI index has already corrected over 30% from its June high, showing that Asian markets have taken the lead in adjusting high-valuation tech stocks and global liquidity conditions, in stark contrast to the relatively high levels of U.S. stocks. If the Fed sends a more hawkish signal than the market expects, U.S. tech stocks may face valuation pressure similar to that of Asian markets; conversely, if Wash keeps rates unchanged and continues the 'data-dependent' stance, the market focus will quickly revert to corporate earnings and verification of AI capital expenditure. In the short term, what the global market is really waiting for is not an interest rate answer, but whether the three main threads of policy framework, corporate earnings, and geopolitics can jointly drive the current elevated risk premium lower.

Bitunix Analyst: Neither Rate Hike Nor Pause Is the End; Market Trades on Wash's Policy Function

On July 29, the Hyperliquid platform's SK Hynix related contracts SKHX and SKHY saw a record high in trading volume over the past 24 hours, surging to a total of $2.339 billion, surpassing BTC ($1.695 billion over the same period), and becoming the platform's most actively traded asset. Among them, SKHX 24h trading volume was $1.858 billion, with open interest (OI) of $602 million; SKHY 24h trading volume was $480 million, with open interest of $74.28 million.

[Hyperliquid SK Hynix Related Contracts 24h Trading Volume Hits Record High, Exceeding $2.3 Billion]On July 29, the Hyperliquid platform's SK Hynix related contracts SKHX and SKHY saw a record high in trading volume over the past 24 hours, surging to a total of $2.339 billion, surpassing BTC ($1.695 billion over the same period), and becoming the platform's most actively traded asset. Among them, SKHX 24h trading volume was $1.858 billion, with open interest (OI) of $602 million; SKHY 24h trading volume was $480 million, with open interest of $74.28 million.

Hyperliquid SK Hynix Related Contracts 24h Trading Volume Hits Record High, Exceeding $2.3 Billion

On July 29, according to Reuters, the Russian Federal Security Service accused Telegram founder Pavel Durov of aiding terrorist activities. The authorities have issued an international arrest warrant.

[Russian Federal Security Service Accuses Telegram Founder of Aiding Terrorist Activities]On July 29, according to Reuters, the Russian Federal Security Service accused Telegram founder Pavel Durov of aiding terrorist activities. The authorities have issued an international arrest warrant.

Russian Federal Security Service Accuses Telegram Founder of Aiding Terrorist Activities

Web3 advertising company HypeLab was founded by former Google product manager Ed Weng with a background in digital advertising, aiming to provide customer sales services to consumers eager to stay ahead and connect with an increasing number of blockchain solutions and products.

[Web3 Advertising Company HypeLab Completes $4M Funding Led by Shima Capital and Makers Fund]Web3 advertising company HypeLab was founded by former Google product manager Ed Weng with a background in digital advertising, aiming to provide customer sales services to consumers eager to stay ahead and connect with an increasing number of blockchain solutions and products.

Web3 Advertising Company HypeLab Completes $4M Funding Led by Shima Capital and Makers Fund

Claude's Major New Feature: Screen Recording + Voice, Distilling Your Skills into AI Tasks in One Click

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

BUILDon loses 15% as Futures activity cools down — Another decline incoming?

Is Bitcoin nearing another accumulation zone? THIS signal says yes

Pons V2 brings RWA trading pairs as Robinhood Chain broadens its ambitions

From OpenSea to OpenRouter: Is Alex Atallah Repeating His 'Exit at the Peak' Playbook?

2 Months, Valuation Soars from $8.8B to $68B! The Largest AI Model Hub OpenRouter May Be Acquired

Web3 Advertising Company HypeLab Completes $4M Funding Led by Shima Capital and Makers Fund

Isenção de responsabilidade：O conteúdo acima não representa as posições da HTX.，A HTX não faz quaisquer recomendações de negociação.。

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