Viewpoint: Bitcoin’s rebound is supported by liquidity contraction, with no new demand emerging yet.

According to disclosures from the Hong Kong Exchanges and Clearing (HKEX), Goldman Sachs raised its long position ratio in Zhongji Innolight H shares from 11.65% to 12.19% on August 3, 2026. JPMorgan Chase increased its long position ratio in Zhongji Innolight H shares from 5.6% to 13.72% on July 31, 2026. Additionally, Morgan Stanley cut its long position ratio in Zhongji Innolight Co., Ltd. H shares from 6.31% to 5.92% on August 3, 2026.

Singapore-based AI infrastructure startup Acrab has announced the completion of a $130 million Series B funding round, with Vertex Growth among the participants. To date, the company’s total cumulative financing exceeds $480 million. Acrab develops a full-stack AI computing platform covering self-developed chips, edge AI models, and software orchestration, to support the real-time operation and task execution of AI Agents. The new capital will be used to expand product production capacity, expand its technology ecosystem, and accelerate research and development of the next-generation AI computing platform.

According to crypto analyst alicharts, based on Ethereum’s nearly six years of historical price trends, ETH typically finds support when it rebounds to the MVRV 0.8 level, then advances toward its realized price (approximately $2,300). Furthermore, this signal aligns with the four prior MVRV momentum golden crosses, each of which delivered gains ranging from 50% to 166%. Alicharts identifies $3,000 as a key resistance zone, given that over 10 million ETH have historical trading records at this level.

According to an official announcement, Binance Alpha will launch the "Alpha Blind Box" airdrop at 19:00 (UTC+8) this afternoon. The event adopts an upgraded "Alpha Blind Box" model, with the airdrop prize pool including tokens from multiple projects. Users holding at least 245 Alpha points are eligible to claim one token reward on a first-come, first-served basis. Claiming the airdrop will require the consumption of 15 Alpha points.

The U.S. Senate will enter recess on August 7, leaving an extremely narrow window for the CLARITY Act to pass before then. If a vote is not completed this week, the next viable timeline will be pushed to September; a further delay could push the bill’s implementation to after the midterm elections, meaning it may not take effect until 2027. Key sticking points on the bill currently involve Democrats’ insistence on adding ethics clauses for senior government officials engaged in crypto-related work, though the merged draft has not yet incorporated such provisions. During the regulatory vacuum, large crypto institutions like Coinbase and Circle are better able to adapt to uncertain environments thanks to their capital strength: ARK Invest increased its holdings in both companies this week, while Circle secured a federal national trust bank charter in July. By contrast, small and mid-sized crypto firms and DeFi projects continue to face pressure. On the market front, Polymarket data shows the probability of the CLARITY Act passing in 2026 has dropped to 23%, a sharp decline from Galaxy Research’s mid-May forecast of 67% to 75%. (Cryptopolitan)

According to Saudi media outlet Alhadath, senior sources have stated that Iran and Oman have reached a preliminary consensus on reopening the Strait of Hormuz. The deal could be announced in the coming days, though it still requires approval from Iran's Supreme National Security Council. The 60-day agreement is designed to restore navigation in the strategic waterway.