几米2026

In a critical moment in the Iran nuclear negotiations, the top security official is suddenly replaced.

Supreme Leader Mojtaba appoints Zolagar Del as a political adviser, while Rezaei takes over as secretary of the Supreme National Security Council and also serves as the Leader’s representative.

Both are hardliners, and both have previously headed the Revolutionary Guards.

At this moment, Iran is at a diplomatic make-or-break stage in reaching an agreement to reopen the Strait of Hormuz.

Some political figures say that Zolagar Del’s resignation is not related to security issues; the conditions for reopening the strait that he had previously proposed align with Mojtaba’s views.

After the personnel change, how will Tehran’s position change?

No one can say for sure.

U.S. Treasury bonds have broken through the 40-trillion-USD mark, while China is quietly doing something big: reducing its holdings of U.S. Treasury bonds and increasing gold.

China’s foreign exchange asset allocation is undergoing a major shift.

The scale of U.S. Treasury bond holdings has continued to decline, reaching its lowest level in nearly a decade and a half.

Gold reserves, however, have been rising steadily and have hit a historical high.

This is not a short-term move, but a reallocation that has been ongoing for years.

As one of the world’s largest holders of foreign exchange reserves, each adjustment is a reassessment of future risks and asset value.

Gold has no default risk and is not affected by the credit of any single country.

The higher the level of global uncertainty, the more gold becomes an important option for central banks.

It’s not just China—over the past few years, many central banks around the world have also been increasing their gold holdings.

There is only one purpose: to make asset allocation more stable.

Markets always reflect trends in advance.

When ordinary investors start discussing it, those who are positioning themselves are already ahead.

This is not only an adjustment of assets—it may also be a signal that the U.S.-China game is entering deeper waters.

Wells Fargo Tokenized Deposits Coming Soon

Wells Fargo plans to roll out tokenized deposits to some corporate customers by the end of 2026.

The basic setup is this: the bank uses its own private blockchain to process transfers of USD and GBP, which can be traded 24/7 for seven days. It’s no longer constrained by traditional bank counter operating hours.

In 2027, it will expand to support more currencies and more customers.

Note: this is not a stablecoin.

Your money is still a deposit at the bank and remains protected by regulation. The blockchain is just the underlying pipeline, responsible for moving funds—essentially like equipping traditional currency with a high-speed highway.

This is not an experiment by Wells Fargo alone. Large banks such as JPMorgan Chase, Citigroup, and Bank of America are also building their own tokenized deposit networks.

So, the path worth watching now is this: big banks on Wall Street may not need to issue new coins, but could instead move the existing USD system directly onto the blockchain.

Hyperliquid total trading volume has just broken through $5.11 trillion.

This milestone is kind of interesting. While trading volume is surging, Hyperliquid is pushing into a bunch of new markets via HIP-3—it’s long since stopped just focusing on the small slice of crypto perps.

If this momentum keeps up, it may be growing from a derivatives DEX into a foundational layer for on-chain asset trading.

So the question is: with how the market is pricing it right now, does it still see Hyperliquid as a DEX—or has it already started valuing it as a true on-chain exchange? Will the valuation logic behind $HYPE change along with that?

DAPPOS is about to launch TGE

Binance, OKX, Sequoia, IDG, Polychain crowd onto the same investor roster—what kind of star power is this

DAPPOS has been making moves fast lately: the token economic model has been released, an airdrop portal has gone live, and the pre-market FDV is around $330 million

The funding track record is truly luxurious. The pre-seed round raised money from YZi Labs (Binance Labs). The seed round brought in $5 million with a $50 million valuation. Sequoia China, IDG Capital, OKX Ventures, HashKey Capital, and Foresight Ventures all participated. The Series A raised $15.3 million with a $300 million valuation. Polychain led the round, with Nomad Capital, Flow Traders, NGC Ventures, Amber Group, and IDG Blockchain following

On the product side, it’s not just empty talk either: xBubble’s real subscription revenue exceeds $6.8 million, and user interactions are already in the million-plus range

For both the team and investors, there’s zero unlock at TGE—12-month cliff followed by linear release over 48 months. The token distribution structure looks healthy

Right now, there’s only one question left: will the exchanges go all-in? And how will trading move right at open?

Worth keeping an eye on

Exactly one year since the peak, and Bitcoin is still stuck halfway up the hill

On August 1, 2025, BTC surged to a new all-time high of $126,208.
Today, a year later, it hovers around $65,010.
It has pulled back by nearly half from the peak.

From “100k is just the starting point” to the renewed debate over support levels.
From mass FOMO to dwindling trading volume, low morale, and faster altcoin rotation.
That massive bearish candle on the daily chart that crashed from 126k has been hanging overhead ever since.
Prices have been chopping around the $60k area, as if digesting the bubble built up over the past year.

But don’t forget—this isn’t the first time Bitcoin has gone into a deep squat.
In 2018, it fell from $20k to $3k.
In 2022, it dropped from $69k to $15k.
After every major drawdown, it’s the launch point for the next round of even more aggressive rallies.

What the market needs most isn’t blind optimism, nor despair-driven capitulation, but clarity:
Has the macro environment started to loosen?
Are institutional funds still flowing in continuously?
Is real on-chain demand beginning to recover?

History may not repeat itself exactly, but human nature always does.
That quiet period after a bubble bursts is often when smart money starts positioning.
Has this leg of the sell-off bottomed?
Or is $60k only a temporary support?
Feel free to leave a comment and discuss rationally.

Bitcoin’s “on-chain small ads” new rules—miners are not buying it

The protocol upgrade proposal BIP-110 is approaching its most critical moment.
Only 41 blocks remain before the mandatory signaling phase.
But miner support is still very low.
To trigger activation, within a 2016-block period, 55% of blocks must clearly signal support.
What does BIP-110 want to control?
It aims to restrict certain types of data written into Bitcoin.
In plain terms, it’s about reducing “junk” that doesn’t directly relate to transactions and takes up block space.
So that unrelated data doesn’t clog up the chain and reduce the efficiency of real transfers.
But if, after entering the mandatory phase, most miners still don’t signal,
the nature of the situation changes.
The focus of the discussion is no longer whether there’s enough “block space.”
Instead, it becomes: whose decision should determine Bitcoin’s consensus.

That 11 o'clock email

A SpaceX engineer submitted an 80-page hot-fire analysis report for the Raptor engine.

Three senior engineers reviewed it, approved it, and were ready to put it into practice.

Two days later, at 11 p.m.

Musk sent an email with one line: “In your heat-flux calculations on page 34, you assumed steady-state conditions, but the load cycles are transient—recalculate.”

The engineer stared at the email for five minutes. Not because it was harsh, but because it was correct.

The assumption was hidden in a sub-calculation, and none of the three reviewers caught it.

Musk caught it—in a document he didn’t even need to read, on a page number nobody would think he’d look at, late on Tuesday night.

The engineer said that’s how SpaceX culture grows:

It’s not built on speeches. He hardly gives speeches. It’s built on everyone understanding this—every page you hand over might be read line by line by a person who will find the one mistake that everyone else missed.

Not to punish anyone.

To keep the error on paper, not in the hardware. A mistake hidden in hardware is an explosion.

That kind of fear isn’t fear of being fired. It’s fear of turning in work that isn’t good enough, and then having the whole company see: that error was something you were supposed to catch yourself.

That kind of fear can produce better engineering than a hundred inspirational posters.

Rosatom, the Russian nuclear energy company, announced that seven Chinese cargo ships will transit via the Arctic and sail directly to Europe. China Ocean Legend Shipping will launch the first weekly scheduled container liner service on this route.

The Arctic route is clearly positioned—as a substitute for the Suez Canal when the waters of the Persian Gulf are unstable.

The U.S. said it was going to hit Iran—then it slammed the brakes. Back and forth, endlessly stalling.
Trump isn’t being soft-hearted—he’s doing the math.
Even the U.S. Central Command is reportedly asking analysts for new ways to fight.
Put it in plain terms: the old moves don’t work on Iran anymore.

Iran has been under sanctions for forty-seven years, yet it has ended up building its own missile and drone system.
The U.S. brought in aircraft carriers, fighter jets, and tankers, burning through huge amounts of precision-guided munitions.
Supplies may be running low, but Iran still hasn’t caved.
Keep fighting, and you run out of ammunition.
Stop, and Iran might strike back.
Meanwhile, the U.S. defense industry can’t fill that gap in the short term.

What Trump fears most is the casualty numbers.
Iran is targeting exactly that.
A few flights, a few radar systems—America might not even blink.
But for every additional soldier killed, domestic anti-war sentiment and election pressure rise by one point.
Trump isn’t suddenly becoming kind—he realized that if the fighting continues, what gets burned isn’t just the defense budget, it’s also votes.

Now look at the energy bill.
The Strait of Hormuz is one of the world’s most important oil shipping routes.
Once a war starts, oil prices jump.
When oil prices rise, U.S. gas prices and inflation rise right along with them.
In the end, the bill is paid by ordinary American households.
So a strange rhythm emerges:
A few days of threatening war to push oil prices up.
A few days later, announcing negotiation progress to pull oil prices back down.

Iran has already figured out this pattern.
Trump says both sides are negotiating—then Iran publicly denies it.
Trump says the strait is about to open—Iran stresses that navigation issues must be decided by Iran and relevant parties such as Oman.
If the U.S. wants to fight, Iran is ready to hit back.
If the U.S. wants to stop, Iran doesn’t necessarily stop right away.

Iran isn’t just fighting for the outcome of a battle.
It’s fighting for who will manage the future of the Strait of Hormuz.
Whoever can influence that waterway can influence the global energy market.
If Iran gains more say over shipping—and even shipping-fee revenue—it can bring in foreign exchange and then invest that money back into missiles and drones.

Trump now faces three options:
Keep escalating—meaning more casualties, more ammunition consumption, and higher oil prices.
Accept Iran’s conditions—essentially bowing to the opponent.
Fully withdraw—meaning admitting the U.S. has failed strategically in the Middle East.

U.S. think tanks can list a long string of bombing targets, but they can’t answer the most crucial question:
What happens after the bombing?
How do you end it in a dignified way?

Nine words sum up America’s predicament: can’t fight, can’t talk, can’t afford to lose.
Trump is used to a business-style approach—maximum pressure, then abruptly stopping and declaring he has won.
But national strategy isn’t a short-term deal.
Promises overturned today won’t be believed by allies and won’t scare opponents.
The one standing at the crossroads isn’t Iran—it’s the United States itself.

The Lightning Network is being raided by hackers

BTCPay Server has issued a warning. A vulnerability is being exploited on a large scale. After obtaining LND credentials, the hackers directly take over the node and move the funds.

Some nodes from Foundation and Citadel21 have already been emptied. Multiple Lightning channels have been forcibly forced to close.

This time, it’s not Bitcoin’s fault. And it’s not a flaw in LND itself.
The problem lies in the layer where BTCPay Server connects to LND.
So users who run only LND and don’t use BTCPay are not affected in this incident.

BTCPay has released version 2.4.2, and the official recommendation is to upgrade immediately. If you can’t upgrade for the time being, shut down the server first.

The lesson here is very straightforward: risks in the cryptoverse don’t come only from smart contract vulnerabilities or exchanges running away with funds. Leaked credentials can also wipe you out—especially when your node holds transfer permissions.

For friends running Lightning nodes, check your BTCPay and LND now. Don’t wait until your channels are emptied to react.

Three-week project, floor price flips BAYC.

STONKBROKER floor price: 9.23 ETH; BAYC floor price: 8.01 ETH. At floor price, a brand-new three-week project outperformed the king of the 2021 NFT bull market.

But it’s not selling pictures.

4,444 NFTs, each linked to an on-chain ERC-6551 wallet. When minting, the wallet gets stuffed with tokenized stocks—Tesla, Apple, Nvidia. If you hold the NFT, the protocol’s collected fees go to buy real U.S. stocks, then are airdropped into your wallet.

A meme coin’s shell, the core of RWA dividends. From $50 to $12,000—240x in three weeks. On August 8, STONKBROKER’s market cap briefly surged past $66 million, making it the #2 largest project on Robinhood’s chain.

New York Times Exposé: The Trump administration is increasing pressure on Cuba while exploring the possibility of replacing the current leadership.

The conditions set by Washington are: Cuba loosens economic controls, opens more areas to U.S. businesses, buys more U.S. oil, and reduces ties with Russian and Chinese intelligence agencies.

In return, there would be humanitarian assistance and eased sanctions.

But U.S. intelligence officials believe that there are few truly pragmatic successors; many potential replacements would in fact be tougher, making the leadership-change plan especially complicated.

8 days and 7 consecutive daily limit-up moves—this Chinese civil explosive company suddenly went viral.

On August 7, Gaosheng Civil Explosives’ stock closed at RMB 54.16, up 9.99%.
Total trading value for the day was RMB 1.191 billion, with a turnover rate of 8.15%.
Its total market cap has reached RMB 15.005 billion, with a P/E ratio of 79x.

Just before that, starting from July 29, over just 8 trading days the price surged with 7 limit-ups, with a gain of nearly 108.39% across the period.

Retail investors are fervently driving the hype, but the company couldn’t sit still.

That evening, Gaosheng Civil Explosives issued a risk warning announcement, laying out three sentences straight to the point:
The stock has been included by the Shenzhen Stock Exchange in its key monitoring list.
If irrational volatility continues, the company may apply for a suspension to undergo review.
The company’s main business is civil explosives and blasting services; it has not carried out mine investments, nor are there plans to inject mining assets or pursue reorganization.

As for the so-called “mine big pie” that the market is trading on— the company said itself that it doesn’t have it.

A reminder to everyone: no matter how hot the bandwagon is, if you show up late, you’ll still end up holding the bag.

The US wants to regulate cryptocurrencies, but the industry shouldn’t think it can write its own rules

US Senator Elizabeth Warren has stated that the US indeed needs a legal framework for cryptocurrencies, but this law must never allow the crypto industry to draft it itself.

She was very direct: if the industry writes the rules, what it ultimately produces will only protect the industry's interests—not protect investors.

The backdrop to these remarks is that the US Congress is currently in heated debate over several pieces of digital-asset regulatory legislation.

Warren has long been one of the most familiar critics in the crypto space, and for years has called for tighter regulation, arguing that everyday investors need someone to stand in front of the line.

Put simply, what she’s saying is: technology can innovate, but the rules can’t be set by yourself.

Reuters: The United States expects Iran and Oman to reach an agreement soon, reopening the Strait of Hormuz for commercial shipping.

A U.S. official said that if unrestricted passage through this strategic waterway is restored, Washington will lift the sanctions on Iranian ports.

For now, Tehran and Muscat are still negotiating the specific terms for reopening.

Dogecoin drops to a three-year low, but strange signals appear on-chain

Dogecoin falls to $0.067, down more than 85% from its $0.48 high at the end of 2024.

Just looking at the price, you’d think it’s done for.

But on-chain data throws out eerie signals:

Weekly active addresses up 16%
A huge whale quietly accumulates 200 million DOGE
Open interest rises to $1.1 billion
The price lands right within the historical accumulation range of 0.048 to 0.063

How uncanny is this range?

In 2022 and early 2024, DOGE twice traded near this range, sparking rebounds of 224% and 887%, respectively.

So, how do you put it—Dogecoin, you think it’s dead, and it bounces a little from despair every time. You think it’s alive, and then it just lies down again.

Eight years, day after day—kept alive by sentiment and memes.

Will a whale stocking up at the low be setting up the next breakout, or waiting to catch a falling knife?

Anyway, if you can’t make sense of it, just wait for the experts in the comments to discuss.

SpaceX will launch its “Starlink Mobile” cellular service.
It is aiming directly at T-Mobile, Verizon, and AT&T.
It is expected to go live by the end of 2027.
The satellite internet giant is starting to go after business from traditional carriers.

At the close of trading on U.S. stocks overnight, an extremely rare scene unfolded.
Optical communications surged 13%, while storage continued to tumble 4%.
The S&P 500 hit a new high, and the Nasdaq gained 5% over the week.
Yet behind the apparent market prosperity, there are three truths hidden.

First: Optical communications isn’t just a “concept trade”—it’s a turning point built with Nvidia’s real money. Coherent rose 13% in a single day, Ciena climbed 8%, and Lumentum gained 6%. In March this year, Nvidia invested $2 billion each in Coherent and Lumentum, securing key capacity for the next three to five years. With 1.6T optical modules ramping up, the global optical interconnect market is expected to reach $92 billion by 2028, with a three-year compound growth rate of 65%. Optical communications accounts for less than 10% of AI-capex on compute infrastructure—there’s still plenty of room.

Second: Storage keeps sliding for two straight days—not because demand has peaked, but because expectations are a trap. Micron plunged 10% the day before; the next day it fell only 4%. Hynix narrowed its decline from 6% down to 3%. Supply shortages are expected to last at least through 2027, and inventories would only be down to about four to six weeks. The issue isn’t whether prices fall—it’s that the market’s prior expectation of the price increase trajectory was too aggressive. When it narrowed from 30% to 20%, everyone panicked. Optical communications is rising while storage is falling—fundamentally they come from the same source: AI compute investment is shifting from broad-based “spray and pray” to precise targeting. Optical modules must be built up to address the bandwidth bottleneck, while storage can be optimized with software, so it’s being saved for later.

Third: The S&P 500 hitting new highs isn’t because the economy is doing well—it’s because the economy has stalled and people can only “trade AI.” Nonfarm payrolls turned negative by 23,000, yet the unemployment rate still fell to 4.1%, and the labor force participation rate dropped to the lowest level since 1976.

According to Bloomberg, despite sanctions not being lifted, North Korea earned about $22 billion in foreign currency between 2022 and 2025, mainly through arms sales and military support following Russia's invasion of Ukraine.
This unexpected windfall helped Kim Jong-un expand his nuclear arsenal, military capabilities, and economic scale, while also easing pressure on him in negotiations with the West.