Microsoft Azure demand continues to outstrip capacity, with nearly 90% of its cloud business revenue generated from clients other than frontier model companies such as OpenAI.

Citrini analyst Jukan commented on the embedding of invisible text watermarks in Anthropic’s new Claude models, stating: “Anthropic’s decision to do this on the eve of its IPO is the most serious self-inflicted damage.” Earlier reports noted that Anthropic has begun adding machine-recognizable “invisible watermarks” to text generated by Claude. The rollout covers Claude, Claude Code, Cowork, its API, and supported models on AWS, Google Cloud, and Microsoft Foundry. New models will support the watermarking feature upon launch, while existing models are being integrated gradually. The move is reportedly to comply with transparency requirements under Article 50 of the EU AI Act. The watermarks are embedded directly into text content, can be transmitted via copy-paste, are globally applicable, and do not impact readability.

Proof-of-Work (PoW) blockchain Ravencoin announced via tweet that a critical consensus vulnerability has emerged on its network and been exploited, resulting in vulnerable nodes accepting invalid blocks. The first known invalid block appeared at block height 4,487,776. Currently, 2Miners and RavenMiner, which control the majority of the network’s hash rate, have stated they are mining a chain that excludes the exploited branch starting from block height 4,487,776. If this chain becomes dominant, it could lead to a deep chain reorganization of approximately three days. The official recommends centralized exchanges (CEXes) temporarily suspend RVN deposits and withdrawals until the network stabilizes; transactions confirmed after block height 4,487,775 should be considered risky. The official also emphasized that this notice is intended to enhance transparency and risk awareness, and does not constitute endorsement of any rollback or recovery plan.

According to Santiment data, the number of addresses holding at least 10,000 BTC has climbed to 90, marking a six-month high, with six new such addresses added over the past eight weeks. Meanwhile, since July 29, addresses holding between 10 and 10,000 BTC have collectively accumulated around $1.5 billion worth of BTC, while smallholder addresses continue to shrink. Santiment points out that BTC holdings are shifting from retail investors to large holders, which may boost the likelihood of an upward price breakout in the next cycle.

According to Lookonchain monitoring, a wallet linked to Maven11 Capital withdrew 202,705 HYPE tokens from OKX roughly four hours ago, worth approximately $11.17 million.

The SushiSwap community has released a "SUSHI Token Economic Restructuring" proposal. Key measures outlined in the proposal include: building a strategic reserve via weekly SUSHI purchases; allocating remaining protocol revenue to Sushi Ops to support growth and operations; and transferring part of the protocol’s deployed liquidity to active trading markets on Robinhood Chain, starting with the ETH–USDG trading pair.

Have institutions stopped selling $HYPE and started buying? A wallet linked to Maven11 Capital withdrew 202,705 $HYPE($11.17M) from #OKX 4 hours ago.