Pump.fun sold an additional 84,800 SOL today, pushing its cumulative sales past 4.82 million SOL.

JPMorgan Chase strategist Nikolaos Panigirtzoglou’s team noted in a research report that if hedge fund buying retreats, tech stocks will increasingly rely on alternative funding sources including retail investors, leveraged ETFs, options trading, and margin accounts going forward. These funds can amplify upward trends during rallies but also exacerbate drawdown pressure as volatility rises. At the same time, prime brokers may impose stricter limits on high-volatility tech positions, and the pace of institutional re-leveraging will slow.

According to HTX market data, OVERTAKE (TAKE) is currently trading at $0.06739, with a 24-hour increase of 69.07% and a peak near $0.07.

According to monitoring by OnchainDataNerd, addresses linked to Amber Group (@ambergroup_io) withdrew approximately $9.97 million in assets from Binance 10 hours ago, involving five tokens: 38.89 million ENA (worth ~$3.58 million), 28,262 AAVE (~$2.52 million), 1,140 ETH (~$2.18 million), 2,017 BNB (~$1.2 million), and 59,202 LINK (~$490,000).

Against the backdrop of surging demand for AI infrastructure, TrendForce’s latest AI server industry research shows that the total capital expenditure of the world’s nine major cloud service providers (CSPs) is projected to grow by around 90% year-on-year in 2026. Recently, hyperscale CSPs and Tier-2 data center operators have significantly increased their willingness to procure NVIDIA’s GB/VR and other containerized AI server solutions. Additionally, Google and Amazon Web Services (AWS) will start ramping up shipments of their next-generation ASIC platforms in the second half of 2026. Coupled with Chinese operators expanding their adoption of local AI solutions to meet cloud large language model (LLM) AI demands, TrendForce has revised its 2026 AI server shipment growth forecast from the original 28% to nearly 31%.

According to data from BofA Global Research, AI-related financing has reached $344 billion since the start of 2026, far exceeding the full-year 2025 total of $136 billion, with AI infrastructure financing accelerating significantly. In terms of financing structure, U.S. hyperscale cloud providers contributed $157 billion, non-U.S. hyperscale cloud providers $62 billion, data center project financing $51 billion, Nvidia and SpaceX-related financing $50 billion, and chip sector financing $23 billion, including the senior debt portion of the $35 billion APCHIP transaction. AI financing has grown gradually over the past few years, picked up notably in 2025, and climbed further in 2026. Hyperscale cloud providers, chip manufacturers, and data center developers are locking in computing power and infrastructure capacity at an unprecedented scale. Overall, the expanding financing volume signals that AI infrastructure demand remains highly visible in the medium to long term, with capital continuing to flow into computing power, chips, data centers, and other segments of the AI industry chain. However, the final return on capital and project execution will determine whether this round of large-scale capital expenditure can be sustained.

Japanese Bitcoin treasury firm Remixpoint has released its crypto operations performance announcement. As of July 31, 2026, the company’s Bitcoin lending principal stood at approximately 1,501.27 BTC, with cumulative borrowing fees earned between February and July totaling around 12.44 BTC (equivalent to roughly 133 million yen). Additionally, the firm holds staked ETH of roughly 901.45 ETH and staked SOL of approximately 13,920 SOL, with total related staking rewards amounting to about 28.89 million yen.