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AI · Dynamic
DeepSeek plans to increase API service pricing
Beepush reports that DeepSeek has issued a notice: “We plan to significantly increase the pricing of DeepSeek API services in the near future. Please plan your usage accordingly. The final details will be confirmed in the official notification.”
NVIDIA is reportedly considering reducing the memory capacity of the Rubin Ultra chip.
BlockBeats reports, according to The Information, NVIDIA (NVDA.O) is considering a significant adjustment to address the shortage of high-end high-bandwidth memory chips. NVIDIA is contemplating using a lower memory configuration than originally planned on its next-generation graphics processor, Rubin Ultra. Sources familiar with the matter say NVIDIA has tested at least three versions of the Rubin Ultra GPU over the past several weeks, some with less memory than initially disclosed. This adjustment is partly due to potential difficulties in securing sufficient high-end memory to meet the original design’s supply demands. Reducing memory will impact chip performance, but NVIDIA can compensate through other means. However, other AI companies using this reduced-memory chip to run large AI models would need to deploy more chips than originally intended.
[Unitree Technology: The offering price has been set at RMB 150.80 per share]
BitPush News: According to a notice from Unitree Technologies, based on the preliminary inquiry results and after comprehensively evaluating the company’s reasonable investment value, valuation levels of peer-listed companies, and secondary market valuation levels in the industry, and fully considering factors such as the oversubscription ratio of offline investors, market conditions, fundraising requirements, and underwriting risks, the issuer and the sponsor (lead underwriter) have jointly determined the offering price at RMB 150.80 per share, and no further cumulative bidding inquiry will be conducted for the offline offering. Investors are requested to participate in both online and offline subscriptions at this price on August 10, 2026 (T-day), without the need to pay subscription funds at the time of subscription.
Alphabet's massive bond offering receives $115 billion in orders
Beats News: Alphabet (GOOG.O)’s latest massive bond offering received approximately $115 billion in orders, indicating renewed investor interest in debt tied to the AI boom following recent sell-offs. According to sources familiar with the matter, demand for this bond issuance exceeded four times the upper limit of the $25 billion targeted offering. This demand surpassed subscription levels seen in other recent AI-related bond offerings by companies such as Amazon and SpaceX. Alphabet offered investors a relatively high issuance premium to attract demand.
Crypto · Market
The Coinbase Bitcoin Premium Index has recorded 80 consecutive days of negative premium, setting a new record for the longest streak of negative premiums.
Beijing News, according to Coinglass data, Coinbase’s Bitcoin premium index has been in a negative premium zone for 80 consecutive days (since May 19), with the latest figure at -0.0978%. Historical data shows that prolonged negative premiums often coincide with U.S. institutional capital outflows, warranting caution regarding short-term pullback pressure.
Previously, the index experienced a continuous 40-day negative premium from January 16 to February 24 this year, setting a new record for the longest streak of negative premiums since the metric's launch, surpassing the approximately 30 consecutive days of negative premium during the “1011 crash.”
[Bloomberg: After approval, Wintermute will trade commodities, crypto ETFs, and tokenized stocks]
According to Bloomberg, the cryptocurrency market maker Wintermute plans to expand its business into commodities, crypto ETFs, and tokenized stocks upon receiving regulatory approval.
Wintermute is already one of the world’s largest cryptocurrency liquidity providers, and this expansion marks its strategic move into the intersection of traditional finance and digital assets. If approved, the company will be able to offer clients a broader range of asset classes for trading, further bridging liquidity between traditional financial markets and the blockchain ecosystem.
[Data: RWA deposits surge to $7.4 billion, up two-fold year-over-year, while DeFi TVL shrinks nearly 15%]
According to CoinShares and Token Terminal, as of Q2 2026, deposits of tokenized real-world assets (RWA) on lending platforms and DEXs reached $7.4 billion, more than tripling from $2.3 billion in the same period of 2025. During the same period, total DeFi deposits declined by approximately 15%. The growth was almost entirely driven by traditional financial products, including tokenized Treasuries, gold tokens (such as XAUT and PAXG), and private credit. Spot trading volume on DEXs fell by 70%, while RWA trading volume surged by 220% in contrast. Ethereum accounts for nearly 70% of RWA deposits.
Macro · Institutions
Trump announces tariffs on polysilicon and its derivative products
Beats News: On August 6 local time, U.S. President Trump signed an executive order under Section 232 of the Trade Expansion Act of 1962, implementing minimum import prices and additional tariffs on imported polysilicon and its derivative products to support the U.S. domestic polysilicon, semiconductor, and solar supply chains.
The announcement sets minimum import prices at: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules. Additionally, the United States will impose a 15% ad valorem tariff on polysilicon ingots and related derivative products listed in the annex to the announcement. These measures will take effect at 12:01 a.m. Eastern Time on December 4, 2026. The announcement also authorizes the Department of Commerce to establish a “Reshoring to America” incentive program. Companies that commit to building, renovating, or expanding production facilities for polysilicon, silicon ingots, wafers, or solar cells in the United States, and commence operations before January 20, 2029, may apply for partial exemption from Section 232 tariffs on imported equipment and related products. (CCTV News)
Financial Times: Wash maintains cautious market guidance; may consider a September rate hike if inflation remains strong
BlockBeats news, according to the Financial Times of the UK, even after deciding not to disclose many details of its interest rate strategy, which triggered a sharp sell-off in Treasury bonds, Fed Chair Walsh has stuck to his一贯的简洁沟通风格. People close to Walsh acknowledge that he made some mistakes during his first 10 weeks leading the world’s most important central bank, including failing to reinforce his key message on price stability and creating confusion about whether his long-term plans to reform the Fed might affect near-term policy decisions. But they insist these mistakes are not sufficient grounds to overturn Walsh’s reform agenda for the Fed.
Insiders also revealed that if upcoming inflation data over the next few weeks comes in strong and market expectations for higher borrowing costs rise accordingly, Waugh is prepared to raise interest rates at the September meeting. The insiders added that although the Federal Reserve Chair has suggested the possibility of reducing the central bank’s $6.7 trillion balance sheet to tighten monetary policy, interest rates remain the primary tool—and will be used at the upcoming meeting if necessary.
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