The US SEC will hold a public meeting on Friday, where it plans to discuss rules for the customized issuance of crypto asset investment contracts.

Serenity noted in a report that Riot Platforms (RIOT) has signed a $9.1 billion agreement with Anthropic, with a 20-year term; if all subsequent extension options are exercised, the total value could reach up to $16.1 billion. It also stated that AMD has exercised its option to expand its existing partnership with Riot, and Riot has signed a letter of intent (LOI) with a potential tenant for another 1GW campus. On project timelines, Serenity pointed out that the revenue inflection point for most data center hosting-related stocks is likely to occur in the second half of 2027. For example, the Riot-Anthropic partnership is scheduled to deliver its first 96MW capacity in December 2027, while the AMD-related 50MW capacity is expected to be fully operational by May 2027. Serenity said it is "interesting" to see companies like IREN, which were once primarily focused on Bitcoin mining, gradually growing into AI data center and computing power infrastructure providers.

The battle between $BTC bulls and bears is heating up. Today, several gamblers opened massive $BTC positions with high leverage. 4 gamblers are short 3,895 $BTC($249.4M) in total, with liquidation prices at $64,600.83, $66,281.28, $66,305.03, and $66,545.09. 2 gamblers are long 1,547 $BTC($99.08M) in total, with liquidation prices at $61,200.15 and $61,831.74.

Oraichain released a statement saying that yesterday’s incident stemmed from a vulnerability in the EVM cross-chain transfer path, which led to the unauthorized minting of ORAI tokens. Since 04:00 UTC on August 9, the network has been suspended, and bridge contracts, cross-chain paths, and public interfaces have been restricted to contain the incident’s impact. Oraichain noted that the relevant vulnerable path has been identified and addressed, and associated fund transfer routes have also been restricted. The team is working closely with partners and centralized exchanges to limit further fund flows and protect affected assets. Investigations and account reconciliations are ongoing, while the team is preparing to restore ORAI’s standard token supply—including burning the unauthorized minted balance, as well as verifying and repairing the state of affected protocols.

According to Bitget data, South Korea's KOSPI index posted an intraday gain of 0.9%. Samsung Electronics rose 4.1% among its constituents, while SK Hynix reversed its earlier decline to currently stand 0.1% higher.

On-chain analyst Ai Yi (@ai_9684xtpa) monitored that a whale which had previously opened a BTC short position worth around $102 million added to its position after suffering an unrealized loss of $811,000. In the early hours of today, the whale increased its BTC short position by 533.02 coins, bringing its total holdings to 1313 BTC, valued at approximately $84.02 million, with an average entry price of $64,183. The position now has an unrealized profit of around $251,000, and remains the largest single BTC position on Hyperliquid. The short was opened on August 5, nearly a week ago. After BTC broke below $64,000 for the first time recently last night, the short turned profitable again.

SK Hynix has become the largest shareholder of Japanese NAND flash manufacturer Kioxia indirectly via the special purpose company SPC2 it invested in. Kioxia disclosed that its largest shareholder has changed from Toshiba to BCPE Pangea Cayman2 (SPC2), which currently holds a 14.19% stake in the firm. Toshiba previously held a 15.10% stake in Kioxia, but after selling shares in seven tranches between July 15 and August 3, its holding dropped to 14.06%—lower than SPC2’s 14.19%. In 2018, SK Hynix invested approximately 4 trillion won in Kioxia via two special purpose companies, with SPC2 (which it retains) accounting for around 1.3 trillion won of that total, structured as convertible bonds. If the relevant convertible bonds are converted into shares, SK Hynix could become a voting shareholder of Kioxia. However, for SK Hynix to obtain voting rights, it still needs approval from competition laws and antitrust regulators across multiple countries. The Japanese government may also reject the application over concerns for protecting its domestic semiconductor supply chain, so the possibility of SK Hynix directly influencing Kioxia’s operations remains low for now. Kioxia is Japan’s largest NAND flash manufacturer, and currently ranks third in global NAND market share, trailing Samsung Electronics and SK Hynix.