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AI · Dynamic
Unitree Technology will list on the STAR Market on August 19.
Beijing News reports that Unitree Technology has announced that its shares will be listed on the STAR Market of the Shanghai Stock Exchange on August 19, 2026.
Anthropic's annual revenue surpassed $65 billion before its IPO.
BlockBeats news, according to sources familiar with the matter, Anthropic’s current performance suggests the company’s annualized revenue is on track to exceed $65 billion, more than seven times its level at the end of last year. The sources said that as of the end of July, Anthropic’s annual recurring revenue (ARR) had reached $65 billion. One source noted that Anthropic shared this data with investors during regular updates on the company’s status. The significant acceleration in revenue has further strengthened Anthropic’s confidence in advancing its IPO plans. Both Anthropic and OpenAI have confidentially filed IPO-related documents, and Anthropic is expected to debut on Wall Street as early as this fall, potentially ahead of OpenAI.
[OpenAI's super data center has officially launched, with NVIDIA providing a maximum guarantee of $105 billion]
Blockworks reports that OpenAI’s Ohio super data center has officially been signed. The project had previously been disclosed, at which time OpenAI was negotiating a long-term lease with SB Energy, and NVIDIA was only considering providing a guarantee. Now, the first phase of 4.25 GW has officially been finalized, and NVIDIA can continue to secure the remaining approximately 3.75 GW. Earlier, the two parties discussed a maximum guarantee of $250 billion, but the initial liability cap has been set at $105 billion. This is not direct funding to OpenAI. NVIDIA is only required to cover any shortfall if OpenAI goes bankrupt or fails to pay rent and the project, upon re-leasing or sale, still leaves a gap. OpenAI will later repay NVIDIA for any actual funds advanced. NVIDIA will also invest $1.5 billion in the developer SB Energy, and the campus will primarily utilize NVIDIA’s AI computing power. Jensen Huang estimates that each generation of systems deployed here could correspond to approximately 1.5 million GPUs and $100 to $200 billion in revenue.
Previously, outsiders questioned this model as circular financing: NVIDIA guarantees infrastructure for its customers, who then use the funds to buy large quantities of NVIDIA chips. Huang Renxun addressed this directly, emphasizing that NVIDIA only assumes specific risks related to rent, electricity, and asset residual value—not the entire project for OpenAI.
Crypto · Market
Ethereum developers plan to prioritize privacy transaction proposals in the 2027 Hegotá upgrade, confirmed by FOCIL.
BitPush News: Ethereum Foundation researcher Toni Wahrstätter stated that the protocol architecture team aims to prioritize Frame Transactions (EIP-8141) and FOCIL (EIP-7805) in the planned Hegotá upgrade in 2027. Frame Transactions can work in conjunction with Keyed Nonces and Recent Roots (EIP-8272) and Transaction Assertions (EIP-7906) to enable privacy pools to pay for transaction fees themselves and allow wallets to set execution conditions after transaction submission.
FOCIL provides protocol-layer inclusion guarantees for eligible transactions. Currently, FOCIL is the only confirmed proposal included in Hegotá, while Frame Transactions-related proposals are among the 66 proposals under evaluation. Other candidate proposals involve transaction pricing, state growth, block access lists, and optional zkEVM proofs for mainnet. Vitalik Buterin previously proposed enhancing Ethereum’s privacy, quantum resistance, and reducing reliance on layer-two networks. Hegotá will follow Glamsterdam, with developers planning to complete Glamsterdam by the end of 2026.
CleanSpark, BitFuFu, and Canaan's Bitcoin production in July decreased by approximately 5%, 10%, and 28% month-over-month, respectively.
Beepush news, according to The Block, Bitcoin production by mining companies CleanSpark, BitFuFu, and Canaan declined again in July, dropping approximately 5%, 10%, and 28% compared to June, respectively. The relevant stock tickers are CLSK, FUFU, and CAN.
Meanwhile, the price of Bitcoin rebounded in July, rising from approximately $58,500 at the beginning of the month to nearly $63,000 by month-end. The production data reflects a month-over-month decline in output from these mining companies, while the coin price showed a recovery during the same period.
Strategy's Bitcoin holdings are currently underwater by $9.904 billion, and Bitmine's Ethereum holdings are underwater by $8.513 billion.
According to chain analyst Yujin, Bitcoin treasury company Strategy (MSTR) currently holds 840,447 BTC ($53.452 billion) at an average cost of $75,385, with an unrealized loss of $9.904 billion (-15.6%).
Last week, Ethereum treasury company Bitmine (BMNR) purchased 9,926 ETH (approximately $18.77 million) at an average price of $1,891. They now hold a total of 5,815,164 ETH ($11.06 billion), with an average cost basis of $3,366 and an unrealized loss of $8.513 billion (-43.5%).
Macro · Institutions
[U.S.-Iran tensions add new uncertainty, 30-year U.S. Treasury yield hits highest level in 19 years]
CoinDesk reports that on Monday local time, U.S. Treasury yields rose broadly. The 30-year Treasury yield, which is typically sensitive to geopolitical events, climbed more than 4 basis points to 5.311%, reaching its highest level since June 2007. The 10-year Treasury yield—the primary benchmark for mortgage, auto loan, and credit card rates—rose over 2 basis points to 4.724%. The 2-year Treasury yield, which typically moves in response to the Fed’s short-term interest rate decisions, increased over 1 basis point to 4.182%. Oil prices rose as the 60-day window for a potential peace agreement between the U.S. and Iran expired on Monday, with Iran ruling out any extension of the deadline. Investors are now awaiting the release of the Fed’s meeting minutes later this week for further insight into the central bank’s latest monetary policy decisions and future interest rate trajectory. At its July 29 meeting, the Fed voted 9 to 3 to keep rates unchanged in the range of 3.50% to 3.75%. The three dissenting committee members—Harker, Kashkari, and Logan—called for a 25-basis-point rate hike.
[Drop to 33%, President Trump's approval rating hits a new low for this term]
According to BitPush News, a poll conducted by Reuters/Ipsos and concluded on Monday showed that President Trump’s approval rating has dropped to its lowest level since he took office. Meanwhile, the vast majority of Americans are concerned that a war between the United States and Iran would last a long time. In this four-day survey, only 33% of respondents approved of Trump’s performance in the White House, while 64% disapproved. Trump’s approval rating is lower than the 35% recorded in a poll concluded earlier this month and represents the lowest level of his current presidency, tying the lowest approval rating he reached during his previous term in December 2017.
Morgan Stanley sees strong AI growth potential for Amazon: AWS could become a $1 trillion business
Beijing News reports that Morgan Stanley stated that if Amazon's cloud computing business, AWS, accelerates further, the company's stock price could reach $500 by the end of 2027, nearly doubling from current levels.
Morgan Stanley’s optimistic scenario is based on AWS’s potential to grow into a $1 trillion annual revenue business, driven primarily by increasing demand for AI computing power and data center expansion. As competition in AI infrastructure intensifies, Amazon is significantly increasing its investments in AI. The company recently raised its AI capital expenditure forecast for 2026 to $220 billion, focusing on expanding cloud infrastructure, AI computing power, and data center capabilities.
Morgan Stanley believes AWS will continue to play a central role in the AI wave, as enterprise adoption of generative AI services could further drive revenue growth for AWS through increased demand for cloud computing and inference power.
However, Morgan Stanley currently maintains a base target price of $335 for Amazon, representing approximately a 28% upside from the current stock price. The $500 target price reflects a more optimistic scenario, contingent on AWS achieving faster growth and fully capturing opportunities in the AI infrastructure market.
This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)
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