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8/3
01:27
DeepSeek and Alibaba reportedly launch new AI models, challenging Anthropic and OpenAI.
01:26
Upbit will temporarily suspend deposit and withdrawal services for VeraChain (BERA) starting August 5 at 20:00 KST.
01:02
Ukrainian officials fear the coming winter will be the toughest test since Russia's full-scale invasion, as Russia intensifies missile attacks and Ukraine faces a shortage of air defense systems.
Ukrainian officials, drone industry executives, and national security experts are bracing for another extremely difficult winter, fearing that Russian attacks on energy infrastructure could pose the most severe challenge of the war to date. Russia has recently intensified its missile strikes on Ukrainian cities, possibly aiming to exploit Kyiv's shortage of ballistic missile interceptors. Ukrainian President Zelenskyy emphasized the importance of ensuring the country's energy and infrastructure are fully operational and reliably protected for the upcoming heating season. Former U.S. President Donald Trump stated on July 30 that he has not yet decided whether to allow Ukraine to produce Patriot surface-to-air interceptor missiles, adding new uncertainty to one of Ukraine's most pressing needs.
01:02
Bank of Japan (BOJ) forecasts Japan's economy to grow moderately but decelerate in FY2026, then pick up from FY2027
The Bank of Japan (BOJ) released its July 2026 Outlook for Economic Activity and Prices, expecting Japan's economy to continue growing moderately in fiscal 2026, albeit at a decelerated rate. This deceleration is primarily due to the impact of rising crude oil prices reflecting the situation in the Middle East. However, the economy is expected to be underpinned by government measures, accommodative financial conditions, and increasing global AI-related demand. The BOJ projects economic growth to rise moderately from fiscal 2027 onward, as the adverse effects of high crude oil prices wane and a virtuous cycle from income to spending gradually intensifies. Projected real GDP growth rates are largely unchanged from the previous report.
01:02
Bank of Japan (BOJ) expects CPI to accelerate above 2% in H2 FY2026, then decline towards 2%; risks to CPI outlook skewed to upside
The Bank of Japan (BOJ) released its July 2026 Outlook for Economic Activity and Prices, projecting that the year-on-year rate of increase in the consumer price index (CPI, all items less fresh food) will accelerate to a level clearly above 2 percent from the second half of fiscal 2026. This is driven by ongoing wage pass-throughs, crude oil price increases, rising semiconductor prices due to global AI demand, and recent yen depreciation. Thereafter, the rate of increase is expected to decline toward around 2 percent in the second half of the projection period. The BOJ noted that risks to the CPI outlook are skewed to the upside, with a risk that underlying CPI inflation could deviate upward above 2 percent.
01:01
Alibaba's Hong Kong stocks rose over 6% during intraday trading, following the release of its flagship model Qwen3.8 and the start of public beta testing for "Qianwen Office."
Alibaba released its flagship model Qwen3.8 on August 3rd and simultaneously launched the public beta of "Qwen Office." This move is seen by the market as a crucial part of its AI narrative, with the potential to convert AI investments into revenue. The Qwen3.8 model supports a 1 million Token context and offers more competitive API pricing at 12 yuan per million input Tokens and 36 yuan per million output Tokens. Analysts generally believe that enterprise-level office scenarios can generate more stable and higher-intensity Token call volumes, thereby driving growth in Alibaba Cloud's MaaS revenue and profit. Citi defines Alibaba as a primary beneficiary of China's Token economy, while Morgan Stanley and HSBC also expect AI-related businesses to significantly improve Alibaba Cloud's performance and profit margins.
00:38
Kalshi and Polymarket's Combined Volume Reaches All-Time High in July, Surpassing $50 Billion
Notably, Polymarket US's volume rose 54% in July, while the main Polymarket platform's volume fell 26% compared to June.
00:16
South Korean stablecoin outflows top $367M in June: Report
A recent report indicates that stablecoin outflows from South Korean exchanges exceeded $367 million in June. This marks the 18th consecutive month of such outflows, occurring as regulators in the country consider implementing tighter oversight on cross-border crypto activities.
8/2
23:57
Benchmark Firm Artificial Analysis Says China AI Models Still Lag US Rivals by Three to Nine Months
23:36
Strategists Say US Treasury May Use Euros to Buy Yen to Avoid Weakening Dollar and Casting Doubt on Strong Greenback Policy
Strategists suggest the US Treasury may be using euros rather than dollars to fund its yen purchases. This approach aims to avoid weakening its own currency and prevent casting doubt on its strong greenback policy.
23:27
On-chain analyst Lookonchain reports that James Wynn has been liquidated again, marking the fifth liquidation in just three days.
23:26
Whale wallet bc1qpt, holding 16,400 BTC ($1.04B), transferred all its holdings to a new wallet 1 hour ago after 7 months of inactivity.
23:18
Alibaba released the Qwen 3.8-MAX large model, with a total of 2.4 trillion parameters, and its performance is comparable to and partially surpasses Anthropic Fable 5.
Alibaba's Qwen team officially released Qwen 3.8-MAX on August 3rd, the largest and most capable model in the Qwen family to date, with a total of 2.4 trillion parameters and 95B active parameters. This model marks the first time a Max-level model has been open-sourced, with its weights to be released next week on Hugging Face and ModelScope.

Benchmark tests show that Qwen 3.8-MAX performs comparably to Anthropic Fable 5 across multiple metrics for programming agents and general agents. For example, its PaperBench score is 93.0, higher than Fable 5's 88.8. The model also demonstrates excellent capabilities in long-range autonomous programming, office task processing, and chip design optimization.

Regarding API pricing, calls made through the Qwen AI platform (Alibaba Cloud) will be priced at $2.0/million tokens for input and $6.0/million tokens for output.
22:47
Taiwan Security Chief Says China's 'Hybrid Warfare' Tests Whole Region
Joseph Wu, Secretary-General of Taiwan’s National Security Council, stated that China's "hybrid warfare" presents a fresh challenge to the entire region. He specifically highlighted China's mass deployment of its coast guard and other vessels to enforce territorial claims, re-branding maritime aggression as routine police work. Wu noted this is a challenge not only for Taiwan.
22:36
Goldman Sachs: AI Giants’ Capital Expenditures Are “Astounding,” but the Returns Are Equally Impressive; Amazon’s Annualized AI Revenue Has Exceeded $25 Billion, with Triple-Digit Year-Over-Year Growth
Goldman Sachs In his latest weekly report, analyst Mark Wilson noted that hyperscale cloud computing companies are demonstrating staggering levels of capital expenditures and returns. Goldman Sachs forecasts that Google (Alphabet)’s capital expenditures will reach $415 billion by 2028, Amazon’s will reach $366 billion during the same period, and Microsoft’s will reach $284 billion.Wilson bluntly described this scale as “staggering,” but the business performance was equally impressive: Google cloud growth accelerated to 82% year-over-year, Amazon and AWS revenue growth accelerated to its highest level since the COVID-19 pandemic. Amazon During the earnings call, management noted that the annualized AI revenue scale had risen significantly quarter-over-quarter, now exceeding $25 billion, with triple-digit year-over-year growth, and that the AI business was delivering strong profit margins and returns.
22:36
Goldman Sachs: The world is entering “the largest cycle of capital demand in human history”; factors such as AI and reindustrialization are driving capital costs higher, and the Federal Reserve is merely a “passenger”
Goldman Sachs Mark Wilson, Head of European Hedge Fund Operations, noted in his latest weekly report that the global economy is moving beyond the era of “excess savings” and entering “the most capital-hungry investment cycle in history,” driven by AI infrastructure development, reindustrialization, defense restructuring,power grid reconstruction, supply chain restructuring, and sovereign debt financing—a “cycle of investment with the greatest appetite for capital in history.” He believes this competition for capital will be a persistent medium-term feature, driving capital pricing and costs higher and thereby transforming the investment paradigm.Wilson emphasized that the Federal Reserve is more of a “passenger than a driver” in this discussion; the fundamental driver of rising yields is not monetary policy but structural capital demand, and one should not expect the 30-year U.S. Treasury yield—which recently broke through a key threshold—to reverse course anytime soon.
22:32
Binance The contract will be listed on GIGADEVUSDT USDⓈ-M Perpetual Contracts
Binance Binance Futures will launch the GIGADEVUSDT USDⓈ-M perpetual contract on August 3, 2026.
22:28
Lookonchain: Two Wallets Heavily Long 1,364 BTC ($86.2M), Liquidation Prices at $61,079 and $61,096
According to blockchain analytics firm Lookonchain, two wallets are heavily long a combined position of 1,364 BTC, valued at $86.2 million. Their respective liquidation prices are $61,079.4 and $61,096.7.
22:25
The A-share STAR 50 Index fell more than 4%, with chip stocks leading the decline while power sector stocks surged against the trend; the Hong Kong Hang Seng Tech Index rose 1.08%, with Alibaba surging nearly 6%.
On August 3, A-shares fluctuated lower during early trading, with the STAR 50 Index falling more than 4%, led by semiconductor stocks. Meanwhile, power-sector stocks—including those related to nuclear power, nuclear fusion, smart grids, and virtual power plants—surged against the broader market trend. Hong Kong stocks opened higher and continued to rise, with the Hang Seng Tech Index up 1.08% and Alibaba surging nearly 6%. Most domestic commodity futures fell, with polysilicon rising more than 6%, while coking coal, coke, iron ore, lithium carbonate, and crude oil were among the top decliners.
22:17
Upbit announced that it has distributed the GAS airdrop for the fifth week of July
South Korean cryptocurrency exchange Upbit issued an announcement confirming that it has completed the GAS airdrop payments for the fifth week of July 2026.

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