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08-03

Morgan Stanley Report: Enterprise SSD Shipments to Double by 2026

Huoxing Finance reports that on August 3, Morgan Stanley released a report stating that June HDD/SSD data continued to indicate strong demand for data centers. TSR forecasts that enterprise SSD shipment capacity for data centers will reach 525 EB in 2026, a 100% year-over-year increase; nearline HDD

Over 32,000 BTC Sent to Exchanges at a Loss by Short-Term Holders on August 1

Short-term holders transferred over 32,000 BTC to exchanges at a loss on August 1.The event ranks among the largest loss-selling episodes in the past 30 days.Heavy capitulation by short-term holders can signal heightened market volatility.On August 1, short-term Bitcoin holders sent more than 32,000

Coinbase Increases Bitcoin Holdings in Q1–Q2 2026, ETH Holdings Slightly Decline

CoinDesk reports:Coinbase's latest disclosure shows that the company continued to increase its Bitcoin holdings in the first half of 2026, while its Ethereum holdings slightly declined. Due to a decline in digital asset prices, the fair value of its crypto asset portfolio shrank significantly compar

Kioxia Q1 Profit Exceeds 1.3 Trillion Yen; Morgan Stanley Upgrades Outlook

Huo Xing Finance reports that on August 3, J.P. Morgan released a report stating that Japanese memory storage company Kioxia recorded record first-quarter results, with sales reaching ¥1.7671 trillion, a 415% year-over-year increase and a 76% quarter-over-quarter increase; Non-GAAP operating profit

Coldcard suspected fourth attack results in 389 BTC loss

CoinMarketCap reports:Storing a cold wallet in a drawer doesn't mean the risk is locked away too.A suspected fourth-wave attack on Coldcard, labeled "Galaxy’s Thorn," has compromised 389 bitcoins. While the number is striking, what’s more alarming is not the scale of the loss itself, but the familia

In July 2026, crypto market funding reached $2.235 billion, with CeFi and infrastructure leading the way.

According to HainCatcher, based on RootData’s funding data, the cryptocurrency primary market disclosed 46 funding events in July 2026, with a total raised amount of approximately $2.235 billion—a 148.9% month-over-month increase from $898 million in June and a 90.0% year-over-year increase from $1.

Global Investors Withdraw $13 Billion from South Korean Stocks, Continue Buying Chipmakers

South Korea’s stock market just had the kind of month that makes portfolio managers reconsider their life choices. Foreign investors yanked approximately 18.5 trillion won, roughly $13 billion, out of Korean equities in July 2026 alone. But buried inside that wave of selling was a curious exception:

Morgan Stanley: Xiaomi's Q2 smartphone shipments surpass expectations; maintains 'Outperform' rating

ME News reported on August 3 (UTC+8) that Morgan Stanley released a research report stating that Xiaomi Corporation (01810.HK) will announce its second-quarter results on August 18. The report anticipates strong smartphone shipment volumes and gross margins, with expected total quarterly revenue exc

NVIDIA Rubin Ultra HBM reduced to 192GB due to supply and power constraints

Huoxing Finance reports that on August 3, research firm SemiAnalysis released a report stating that NVIDIA’s preview specifications for Rubin Ultra fell below prior market expectations. The report notes that the mainline SKU of Rubin Ultra will still utilize HBM4, with theoretical peak FLOPs remaini

Zhibao Tech Signs $154.7M PIPE Deal with 2,380 BTC Payment and Board Control

ChainCatcher report, according to CryptoSlate, Nasdaq-listed Zhibao Technology (a Chinese insurtech company) signed a $154.7 million PIPE (Private Investment in Public Equity) agreement on July 31, with investors paying in 2,380 bitcoins (at a fixed price of $65,000 per bitcoin). Each of the 10 inv

CryptoD Predicts Q3 and Q4 as the Key Window for Bottom-Up Positioning Before the Next Bull Market

Huoxing Finance reports that on August 3, renowned trader CryptoD posted on social media: “Recently reviewing community messages, I’ve noticed that the entire Meme ecosystem has become highly fragmented. The Chinese and non-Chinese markets are gradually developing into separate ecosystems, causing c

Morgan Stanley: Xiaomi's Q2 smartphone shipments surpass expectations; maintains 'Overweight' rating

Odaily Planet Daily reports that Morgan Stanley released a research report stating that Xiaomi Corporation (01810.HK) will announce its second-quarter results on August 18. Current expectations indicate strong smartphone shipment volumes and gross margins, with the company’s quarterly total revenue

Zhizhao Tech Secures $155M PIPE Deal with 2,380 BTC Payment

Odaily Planet Daily reports that Nasdaq-listed Zhibao Technology signed a PIPE agreement worth approximately $155 million on July 31, with investors paying 2,380 bitcoins at a fixed price of $65,000 per bitcoin, in exchange for board control. The agreement lists ten investor entities, each allocated

Coldcard 89M USD vulnerability sparks Bitcoin flow back to exchanges

CoinMarketCap reports:During the FTX collapse, users rushed to withdraw their coins; after this $89 million Coldcard vulnerability incident, some Bitcoin has instead flowed back into exchanges.Given the same security panic, why are funds moving in opposite directions?Transferring coins back to the e

Citadel Invests in Exchange, Alpaca Secures $135M in July Funding

CoinDesk reports:Markets are most excited about new cryptocurrencies, yet often underestimate the value of who controls the entry and exit points.In July, two funding rounds brought this trend to the forefront: a $400 million investment into an exchange, and Alpaca, a stock tokenization infrastructu

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