大晖哥Whdysseus

Thank you uni!
In the past month, spot returns were 50%, and uni’s position ratio was 77%.
$UNI
$BNB $AAVE

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The family of 1783DAO is so powerful

Japan’s permanent residency requirements tightened significantly: annual income must meet the standard, and pension must be high enough
Japan’s Immigration Services Agency (ISA) has announced a new plan for permanent residency, with conditions clearly stricter than before. The new scheme will undergo a public consultation, to be implemented in April next year; however, the annual income thresholds will apply starting from applications submitted from this April.
Key changes:
First, the economic requirements are raised substantially. Under current rules, applicants must be “able to independently support their livelihood.” The new plan changes this to “economic conditions equal to or better than those of Japanese nationals,” requiring a sustained annual income level that exceeds the average for Japanese households.
Second, a new pension eligibility threshold is introduced. The expected pension amount must reach the level of someone who has paid into the Employees’ Pension for 30 years. If applicants cannot meet this standard, they may supplement with financial assets.
Third, the required length of residence is extended. The current spouse special exception is “marriage lasting 3 years or more + 1 year of residence in Japan.” In the future, this will be raised to “marriage lasting 5 years or more + 3 years of residence in Japan.”
Japan’s permanent residency visa is shifting from a “time-based threshold” to an “income-based threshold.” For ordinary employees and international students, this path is becoming narrower.

Surging demand for AI infrastructure has triggered large-scale shortages of components such as storage chips, prompting leading PC manufacturers including HP, ASUS, and Acer to begin using ChangXin Technology’s DRAM chips.
According to sources, several major PC manufacturers completed the validation process for ChangXin Technology’s DRAM chips by the middle of this year, and have started limited-scale deployment in laptop computers. However, quantities and model options remain very limited, as ChangXin prioritizes much of its production capacity to serve mainland China customers such as Huawei.
In addition, PC manufacturers are relatively cautious about adopting Chinese chips, fearing it could anger major global storage chip suppliers such as Micron, Samsung Electronics, and SK hynix.
ChangXin’s DRAM entering the global PC supply chain is just the first step, but it still has a considerable way to go before reaching large-scale adoption.
$KORU $SOXL

A trend worth paying attention to:
On-chain decentralized exchanges (DEX) are steadily eroding the spot market share of centralized exchanges (CEX).
Latest data shows:
• DEX/CEX spot trading volume share reaches 24%, a new all-time high
• A year ago, this figure was only 17%
• Spot trading volume is expected to fall to $670 billion, the lowest in nearly 12 months
• The peak within 2026 reached $2.23 trillion, a decline of nearly 70%.
Why?
1. CEX spot trading remains weak; centralized exchanges such as Coinbase and Gemini have been cutting jobs and focusing on cost reduction and efficiency.
2. DEX user experience is improving rapidly, such as on Uniswap:
• Aggregators provide better liquidity
• Cross-chain routing is faster
• Execution efficiency continues to improve
3. Users are becoming increasingly accustomed to trading on-chain and self-custodying assets.
This means:
In the past, the debate was about CEX vs DEX.
In the future, what’s more worth watching is:
Whether crypto trading will gradually migrate from “platform” to “protocol.”
24% may be just the beginning.
$UNI

Suppose you have a batch of BTC in your hands that you haven't moved because you think, "it's too complicated to use." Now imagine this process: you don't have to send the coins to any platform, you don't need to convert them into wBTC—just store the native BTC in a vault as collateral, then borrow USDC on Ethereum for emergencies or to carry out other operations. All the while, the private keys stay entirely in your own control.
This is basically the scenario that Babylon @BabylonLabs_io and the Trustless Bitcoin Vault (TBV) aim to achieve. The first application is native Bitcoin lending in cooperation with Aave v4, and the public testnet is already live.
For people who have been holding BTC long-term but don't know how to put it to use, this direction is definitely worth paying attention to.
$BABY #baby

The U.S. Department of Homeland Security has issued its latest list of import restrictions, effective August 3.
43 Chinese companies, including Chia Tai Foods, Sincere Foods, and Septwolves, have been included.
For products like sunflower seeds, dumplings, and tangyuan, the bar for entering the U.S. market is now higher.

What is the stated reason for the sanctions?

The U.S. side accuses these companies of sourcing raw materials from Xinjiang and of involvement in so-called “forced labor.”

Chia Tai Foods: Has long purchased agricultural raw material such as sunflower seeds and dried jujubes from Xinjiang
Septwolves: Purchases and uses Xinjiang long-staple cotton as a raw material for clothing
Sincere Foods: Its supply chain involves procurement channels for related raw materials from Xinjiang

The A-share broad market hasn’t dropped much, so the national team likely won’t step in.
In this situation, my personal advice is: don’t take “flying knives” (impulsive trades) without caution.
For tech stocks’ downward trend like this, you must wait for a sideways move, consolidation, and stabilization before it’s worth looking at.
If trading volume is above 400 billion (RMB), it indicates the market is staying calm and active funds have started to become more conservative.
With more than 3,700 stocks rising, most people’s subjective experience today should be fairly good.
But subjective feel and making money are two different things.

This summer, Hong Kong’s rental housing market has gone absolutely wild.
Hong Kong rents have surged the most in 9 years, with a 50-square-meter two-bedroom renting for 34,000 HKD per month
For a two-bedroom unit of 500 sq ft in Sheung Wan (about 46.5 sq m), the rent has already caught up to Manhattan in New York.
In the first half of the year, the rental index rose cumulatively by 3.87%, the biggest year-on-year increase in nearly 9 years. It has set new record highs for 8 consecutive months, breaking the usual seasonal dip pattern in the off-season.
Three major types of demand are pouring in at the same time: nearly 130,000 applications approved under the High Talent Pass, a sharp increase in mainland students, and the return of overseas executives. On the supply side, the short-term supply can hardly make up for the 100,000-unit-level shortfall.
It is expected that rents will rise another 5%-8% this year, and that rents in prime locations will not turn back in the short term.

iPhone is expected to increase in price by $100 to $200, or about RMB 675 to RMB 1,350.

Why is it rising? Three reasons:
First, there is a shortage of memory chips and main device processors. Memory prices are experiencing a “once-in-a-century” surge. Industry data shows that since 2024, the prices of memory and storage chips have risen to four times the original level, and the upward trend is expected to continue through 2027.
Second, the camera costs for the iPhone 18 Pro and Pro Max are rising significantly. The two new models will be the first to use the 2nm A20 Pro chip. The new variable-aperture lens costs about 50% more than the previous generation. The material cost of the 1TB iPhone 18 Pro Max will increase by nearly $300 compared with the iPhone 17 Pro Max.
Third, the design and manufacturing costs of the first foldable-screen iPhone are far higher than those of regular models.

How much will it rise?
The expected increase will be consistent with recent iPads and Macs—an additional $100 to $200. The starting price of the standard iPhone may be raised from $799 to $899, and the price threshold for the Pro lineup will also increase accordingly.

Foldable-screen iPhone: at least $2,000
The first foldable-screen iPhone is expected to be released alongside the iPhone 18 lineup in September 2026, with a starting price of at least $2,000—making it the iPhone model with the highest starting price in Apple’s history.
$AAPL

Binance will list GigaDevice (GIGADEV) perpetual futures at 13:30 on August 3, corresponding to GigaDevice (HKEX:03986) on the Hong Kong Stock Exchange.

People in the industry have talked a lot for years about using Bitcoin as collateral, but there aren’t many truly native, end-to-end solutions. Most of them still stay at the stage of “wrapping it and then using it.”
Babylon @BabylonLabs_io has evolved from its early Bitcoin staking protocol (when TVL peaked at $7.2 billion) to the present trustless Bitcoin vault (TBV). The core idea has remained consistent:
Enable native Bitcoin to participate directly in the broader on-chain economy without going through wrapping and cross-chain bridges. The first live deployment scenario is chosen in collaboration with Aave v4, enabling native BTC collateralized borrowing and lending.
If this architecture can be made to work and integrated by more applications, the room for imagination in the entire on-chain credit market is still quite large—after all, BTC’s scale is right there.
$BABY #baby #BTC

Roundhill Storage ETF (DRAM) has added CXMT (CXMT) to its holdings, with a weight of 2.52%.

As of August 2, the top three DRAM holdings are:

Samsung Electronics: 26.39%
Micron Technology: 24.54%
SK hynix: 22.77%
Other holdings include Seagate, Western Digital, SanDisk, Kioxia, Nanya Technology, and Macronix.

$DRAM

Bull run ends and money returns quickly

Oil price $CL crashes violently

$KORU $SOXL skyrockets

The Trump family has started high-buying and low-selling, with cumulative losses reaching $555 million

The Trump family’s Nasdaq-listed company Trump Media (DJT) has begun high-buying and low-selling
In 2025, it bought 11,542 BTC at an average price of $118,529, with total investment of about $1.368 billion.
Since 2026, it has sold 7,281 BTC at an average price of $74,860, raising about $545 million; the realized loss is $318 million.
It currently still holds 4,261 BTC, worth about $268 million; the mark-to-market unrealized loss is still $237 million.
Based on the current price, Trump Media’s cumulative loss is $555 million.
Standing guard at the mountaintop, cutting losses halfway down the slope—the rest is still at a loss.

$BTC $DJT.US

The Ethereum “Glamsterdam” upgrade is about to go live, the largest protocol change since The Merge
Ethereum’s next batch of feature updates, “Glamsterdam,” is scheduled to be deployed on the mainnet, expected to launch in the second half of 2026. This is the largest-scale protocol change for Ethereum since “The Merge.”
Two core upgrades:
EIP-7732: Embedded Proposer-Builder Separation (ePBS)
Separate the responsibilities of block building and block proposing, directly embedding them into the protocol core. The goal is to eliminate reliance on trust in third-party relays, reduce the space for MEV manipulation, and improve network efficiency.
EIP-7928: Block-level Access Lists (BALs)
Introduce a new data structure that allows validators to declare in advance which accounts and contract data a set of transactions will access. This lays the foundation for parallel transaction processing, enabling the network to handle non-interfering transactions at the same time and significantly increase throughput.
Other improvements:
In terms of developer experience, EIP-7708 makes logs for ETH transfers and burning easier to track, EIP-8024 introduces new opcodes, and EIP-7954 raises the maximum contract size to about 32 KiB. For gas fees, EIP-7778 implements a new gas accounting approach with no refunds, EIP-8037 increases the gas cost for creating states, and EIP-7976 and EIP-7981 respectively increase the costs of calldata and access lists.
Three key goals:
Faster processing (parallelization), greater capacity, and preventing database bloat.
Timeline:
Mainnet launch targeted for the second half of 2026. As of June, the upgrade has entered the final development testnet stage.
Glamsterdam aims to rebuild Ethereum L1’s transaction processing from the ground up, paving the way for the next stage of scaling.
$ETH
#以太坊 #Glamsterdam #EIP7732 #EIP7928 #ETH

Market share surpasses 10%. HYPE has pulled back 32% from its peak—August’s big test is just beginning.
Market share: 10.2%
Based on open interest contract size, including all major centralized exchanges such as Binance, Bybit, OKX, etc., Hyperliquid has captured 10.2% of the global perpetual contracts market, slightly below last week’s new all-time high of 10.4%.
Price performance: down from 77 to 52, a 32% drawdown
The HYPE token has fallen from an all-time high of around $77 (set on June 16) to about $52, representing a drawdown of roughly 32%.
However, since 2026, it still remains up about 115.65%. Market cap is about $13.2 billion, and total market cap is about $50 billion.
August unlock: about 9.92 million tokens
On August 6, about 9.92 million HYPE will be unlocked to core contributors, accounting for roughly 1% of total supply. At the current price, it is worth about $516 million.
Cumulative net inflows for the HYPE spot ETF: $278 million
As of July 31, the HYPE spot ETF’s cumulative net inflows total $278 million.
$HYPE

The US Visa Now Requires a “Deposit” as Well, Up to $20,000

The U.S. State Department has announced that a visa security deposit system for citizens of 50 countries will be made permanent, with a maximum payment of up to $20,000.

The new rule takes effect on August 3 and applies to people applying for B1 (business) and B2 (tourism) visas. Consular officers may, at their discretion, require applicants to pay a security deposit as a condition for issuing the visa. Deposits are not refunded for violations; if rules are followed, the deposit will be refunded.

Changes in the amounts:

During the pilot period, the three tiers are $5,000, $10,000, and $15,000. Under the new rule, the $5,000 tier is removed, and the highest tier is increased to $20,000.

The affected 50 countries:

Africa (30 countries): Algeria, Angola, Benin, Botswana, Burundi, Cabo Verde, Central African Republic, Côte d’Ivoire, Djibouti, Ethiopia, Gabon, Gambia, Guinea, Guinea-Bissau, Lesotho, Malawi, Mauritania, Mauritius, Mozambique, Namibia, Nigeria, São Tomé and Príncipe, Senegal, Seychelles, Tanzania, Togo, Tunisia, Uganda, Zambia, Zimbabwe

Asia (12 countries): Bangladesh, Bhutan, Cambodia, Georgia, Kyrgyzstan, Mongolia, Nepal, Papua New Guinea, Tajikistan, Turkmenistan, Tuvalu, Vanuatu

The Americas (6 countries): Antigua and Barbuda, Cuba, Dominica, Grenada, Nicaragua, Venezuela

Oceania (2 countries): Fiji, Tonga

Countries such as China, India, and Russia are not on the list.

What will the impact be?

Pilot period data: In 2024, about 45,500 people from these 50 countries overstayed or remained illegally. After the pilot, the number of people who overstayed fell to fewer than 50.

The cost is that about 20,000 people were asked to pay a security deposit; nearly half of them directly gave up on their applications, and the number of B1/B2 visas issued dropped by 83%.

There is quite a bit of controversy:

The burden on citizens of poor countries is too heavy, and it hinders legitimate travel. Some U.S. cities that rely partly on the tourism industry could also be affected.

The bar has been raised, fewer people come, and the number of overstayers does drop as well.

After playing in the crypto coin circles for so many years, I’ve seen too many “innovative solutions” ultimately die because of trust issues—either the custodian runs off, or the cross-chain bridge gets hacked. In the end, it’s all about adding another layer and introducing a new attack surface.

So when I saw that Babylon @BabylonLabs_io is doing this time a trustless Bitcoin Vault (TBV), my first reaction was: “Finally, someone is seriously solving this problem,” not just putting together yet another wrapped-asset scheme.

With TBV, native BTC is used directly as collateral—no wrapping, no bridge. The first use case is native BTC lending in collaboration with Aave v4.

For veteran players who’ve been through a few rounds of bridge-hack incidents, the four words “trustless” indeed carry real weight.
$BABY
#baby #BTC #Aave