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08:26
Perpetual futures trading volume on centralized crypto exchanges (CEX) has dropped to $4 trillion, reaching its lowest point in 31 months and since late 2023. Additionally, perpetual trading on decentralized platforms (DEX) has also neared a one-year low.
08:14
US stock futures advanced before the opening bell on Friday after President Donald Trump stated that negotiations between Iran and Oman regarding the Strait of Hormuz were "moving along." Markets also remained focused on incoming jobs data.
08:13
Bank of America warns investor optimism has reached its most extreme level since 2021, with its Bull & Bear indicator jumping to 9.7, recommending rotating toward defensive assets, bonds and the US dollar.
08:05
比特币改进提案(BIP-110)旨在暂时限制比特币区块链上非支付数据的存储,该提案预计将于8月9日左右进入其长期规划的强制信号期。尽管目前矿工支持率不足3%,但由于其用户激活软分叉(UASF)设计,该提案仍将继续推进。支持者认为,BIP-110将通过使Ordinals和Runes等铭文技术变得不切实际,从而恢复比特币作为数字货币的初衷。反对者,包括Michael Saylor和Adam Back,则认为比特币的优势在于其高门槛的共识规则变更,并主张应由网络费用市场决定区块空间的使用。一些比特币交易所计划在激活窗口期暂时暂停存取款以作预防。
07:57
Research and brokerage firm Bernstein released a report with differentiated ratings for two Bitcoin miners, CleanSpark (CLSK) and MARA Holdings (MARA), that are transitioning to AI infrastructure. Bernstein upgraded CleanSpark's rating to "Outperform" with a price target of $24, citing its progress in AI leasing, including signing an anchor tenant and commencing data center construction, and a $6.6 billion 20-year triple-net lease agreement covering 175 MW of IT capacity at its Sandersville, Georgia site. Meanwhile, Bernstein maintained MARA's "Market Perform" rating with a price target of $17, as it is still awaiting its first commercial AI contract, despite management expressing confidence in signing at least two AI lease agreements by year-end.
07:48
Barclays attributes the return of this trade to uncertainty over Fed policy, a potential yen carry-trade unwind, and concerns over AI spending, which are driving volatility. Despite this, US equities continue to reach new highs, supported by strong corporate earnings. Barclays remains constructive on stocks but warns that strong jobs or inflation data could quickly rekindle Fed concerns and heighten market volatility.
07:44
美国内政部与德国能源公司RWE达成协议,支付RWE 12亿美元以终止其在美国的离岸风电项目。RWE表示,将把这笔资金再投资于传统天然气项目,包括在路易斯安那州的一个液化天然气(LNG)出口终端项目。此举是特朗普政府旨在停止离岸风电项目、转而支持化石燃料的最新举措。此前,特朗普政府已与法国道达尔能源和杜克能源达成类似协议,终止其在美国的离岸风电项目,并引导投资转向LNG工厂和上游常规石油开发。
07:36
JPMorgan Chase released a report on August 7, stating that the Japanese government's push for tax cuts and expanded fiscal support will increase pressure on the Bank of Japan (BOJ) to tighten monetary policy. The bank acknowledged a significant increase in the risk of a Bank of Japan (BOJ) rate hike in September but maintained its baseline forecast for a rate hike in October. At the same time, JPMorgan Chase raised its Bank of Japan (BOJ) rate hike forecast for 2027 from two to three, expecting the policy rate to reach 2% by the end of 2027. The report warned that domestic political pressure in Japan to slow down rate hikes could lead the Bank of Japan (BOJ) to continue lagging behind inflation, and future catch-up rate hikes might push the terminal rate above the currently predicted 2%.
07:25
University of Chicago Professor Robert Pape states US President Trump is caught in an 'escalation trap' with Iran, facing choices of surrender or further escalation for a potential symbolic victory ahead of midterms.
07:23
SpaceX's revenue has reached $7.8 billion, a year-over-year increase of 92%. Argus believes that despite increased AI infrastructure spending and potential stock price volatility, SpaceX's rapid growth and long-term prospects outweigh these risks.
07:19
Christopher Hodge anticipates the upcoming US jobs report will show a modest increase in the unemployment rate.
07:12
President Trump's schedule for August 7, 2026, includes executive time and policy meetings at the White House, followed by a roundtable discussion on American Mining at the U.S. Department of State at 3:00 PM. Later, he is scheduled to depart Washington en route to Bedminster, New Jersey, arriving at Trump National Golf Club.
07:06
The exchange announced it will also remove the automatic adjustment mechanism for funding rate collection intervals, with the change taking effect on 2026-08-07 16:00 UTC.

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