Serenity: A large number of U.S. companies are using DeepSeek to cut costs, weighing on revenue growth for high-end models.

Data shows that the amount of Ethereum (ETH) staked has hit an all-time high, with around 41.7 million ETH currently locked in staking, accounting for roughly one-third of Ethereum’s total supply. Meanwhile, ETH’s price has been weak, falling from about $3,400 in January this year to around $1,900, yet its staking scale keeps expanding. Market analysis points out that as Ethereum’s staked volume grows, the staking reward mechanism continues to generate returns: validators keep earning rewards and reinvest a portion of these proceeds into staking, further boosting the size of staked ETH. The rising staking ratio of ETH signals that long-term holders and institutions’ confidence in Ethereum’s network security and future ecosystem development is growing, though the large amount of ETH locked in staking may also affect market liquidity.

US President Trump posted a statement saying Iran is demanding compensation for losses it incurred from military conflicts over the past five months. I am also demanding compensation from Iran, and have instructed my representatives to firmly raise this demand in all future negotiations.

F2Pool co-founder Wang Chun stated in a post that his mining pool does not currently support the BIP-54 proposal. However, if the proposal strictly follows BIP-9 (Bitcoin Improvement Proposal activation mechanism) and meets the required absolute majority signal threshold, his team will update the pool's nodes. Wang Chun added that his team will not participate in BIP-54's signal voting until the formal activation conditions are satisfied. BIP-54 is one of the protocol upgrade proposals under recent discussion in the Bitcoin community, concerning adjustments to Bitcoin's consensus rules. Wang Chun's remarks reflect that some miners remain cautious about the proposal, preferring to advance upgrades via the standardized BIP-9 process and community consensus.

According to market sources, NVIDIA is collaborating with multiple companies on a $500 billion AI financing deal, including Apollo, Blackstone, and BlackRock. BlockBeats previously reported that on July 28, NVIDIA and OpenAI were in discussions over a roughly $500 billion mega AI data center project located in southern Ohio, USA, with a projected maximum power capacity of 10GW, potentially making it the world’s largest data center project. The report noted that NVIDIA may provide around $250 billion in funding to OpenAI for leasing a data center campus developed by SoftBank’s energy subsidiary SBEnergy. The project’s total cost is expected to exceed $500 billion, including up to $350 billion in AI chip purchases. The first phase of the data center is scheduled to be completed in 2028, with an initial power capacity of approximately 800MW. If fully implemented, its 10GW power scale will far outpace most current large-scale AI infrastructure projects, equivalent to meeting the electricity needs of around 8.4 million American households.

Analysts attribute the recent drop in Bitcoin’s price primarily to net selling activity on Binance and OKX’s spot markets. The net selling volume on both exchanges continues to swell, representing a major source of downward pressure for the current market. By comparison, Coinbase’s spot market has remained in net buying territory, suggesting that some institutional capital is still accumulating Bitcoin on dips. At the same time, buying momentum in Bitcoin’s futures market is strengthening rapidly. Data indicates that amid the price correction, large investors (whales) in the futures space are consistently purchasing Bitcoin, signaling that some funds are leveraging the downturn to open long positions.

According to Bitget market data, spot silver has broken above $65 per ounce, gaining 2.66% intraday. Spot gold is currently trading at $4360.96, up 0.46% on the day.