Noticias

U.S. President Donald Trump said talks with Iran will begin tomorrow afternoon, and that an agreement on the Strait of Hormuz already exists. According to Jin10, he made the remarks on Sunday U.S. Eastern Time and said denuclearization would also reach an agreement.

Trump said he canceled strikes on Iran at the request of Saudi Arabia, the UAE, Qatar, and Iran, and said the U.S. would have launched a large-scale attack last night if they had not asked. He also said Iran knew the scale of the attack and added, "We're ready to go anytime we want."

Trump also spoke about the yen, saying the U.S. intervened because it has a good relationship with Japan and has always supported Japan, and that the U.S. has gained economic benefits from the related arrangements.

According to CNBC, President Donald Trump said he canceled a planned attack on Iran and reached an agreement on the "perimeters of a deal," easing tensions and sending oil prices lower in early Asia trading. WTI and Brent both fell more than 4% after the comments, while OPEC+ approved a production quota increase of about 188,000 barrels per day from September. The output hike, agreed by core members Saudi Arabia, Russia, Iraq, Kuwait, Algeria, Kazakhstan and Oman, completes a phased rollback of a 1.65 million bpd cut first agreed in 2023. U.S. stock futures rose ahead of a jobs report and a heavy earnings week, and Japan's finance minister confirmed a joint foreign-exchange intervention with the U.S. to support the yen, the first coordinated action since 2011. The dollar traded at 157.84 yen on Monday, down from a near 40-year low of 164 last week. CNBC also reported that AstraZeneca is considering a merger with Bristol Myers Squibb that would value the combined company at roughly $400 billion.

The yen leapt on Monday, keeping traders on alert for further intervention to shore up Japan's historically weak currency, days after Tokyo and Washington jointly intervened in the foreign exchange market, Reuters reported. The yen rose 1% in the Asian morning to an intraday high of 156.01 per US dollar, following a more than 3% surge over two sessions last week. Japan's finance ministry confirmed the joint yen-buying intervention on Friday, and Bank of Japan data showed Japan may have bought as much as $58.97 billion worth of yen on Thursday.
BBH's Elias Haddad said history shows joint FX intervention packs a punch and that investors should lean with the official flow, noting all three coordinated US intervention episodes since 1998 were successful, according to Reuters. The yen has been pressured for years by the BOJ's gradual tightening, which has kept yield differentials wide. Goldman Sachs analysts said authorities would likely intervene further if the yen began to unwind the recent move. The yen's strength hammered the dollar, sending the euro to a six-week high of $1.1559, while a fall in oil prices added pressure after U.S. President Donald Trump said he had called off an attack on Iran. Investor focus now turns to Friday's US nonfarm payrolls report for clues on Fed policy.

Federal Reserve Chair Kevin Warsh has raised the possibility of changing how often the US central bank holds its regular policy meetings, Bloomberg reported, citing people familiar with the matter. One idea Warsh floated is for Fed policymakers to meet six times a year to decide on interest rates and other monetary policy issues, and twice a year to discuss a substantive economic topic, one person said, though no decision has been made. He broached the rethink at last week's gathering of the rate-setting Federal Open Market Committee.
The 12-member FOMC currently meets eight times a year in Washington, a practice in place since the early 1980s, and any reduction would mark a significant shift in how the central bank operates, according to Bloomberg. Last week's discussion also weighed aligning policy decisions more closely with major economic data releases to improve decision-making. The move reflects how Warsh, who took the helm in May after being nominated by U.S. President Donald Trump, is rethinking the Fed's approach; he has also floated fewer press conferences, a shorter post-meeting statement and five task forces on possible changes. Warsh previously led a 2014 review that cut the Bank of England's annual meetings to eight from 12.

Cardano (ADA) rose nearly 10% in 24 hours to about $0.189 as the network shifted focus to the Dijkstra era after the van Rossem upgrade. The move suggests traders are pricing in the broader scalability roadmap, according to BeInCrypto, after Intersect said planning has begun for the next major development phase. The Haskell node team aims to bring Nested Transactions and Linear Leios to mainnet by the end of 2026, while governance work and other updates continue alongside the roadmap.

According to the announcement from Binance, Binance Futures will launch the GIGADEVUSDT perpetual contract at 2026-08-03 05:30 (UTC) to expand trading choices on the platform and enhance the futures trading experience. The new contract is a USDT-priced USDⓈ-M perpetual contract with Gigadevice Semiconductor Inc. - H shares (HKEX: 3986) as the underlying equity. It will use USDT as the settlement asset and support 24/7 trading. The listed specifications include a tick size of 0.01, a minimum trade amount of 0.01 GIGADEV, a minimum notional value of 5 USDT, a capped funding rate of +2.00% / -2.00%, funding fee settlement every eight hours, and an interest rate of 0%. The maximum leverage will be 20x, and Multi-Assets Mode will be supported.
Binance also stated that the GIGADEVUSDT perpetual contract will be released under Binance Exchange Rule 17 and will be exempt from the 8.1 adjustment of funding interval rules. This means the funding interval will not change from every eight hours to every one hour if the previous funding rate settlement reaches the funding rate cap or floor. The announcement added that Binance may adjust contract specifications from time to time based on market risk conditions, including the funding fee, tick size, maximum leverage, initial margin, and maintenance margin requirements. Binance said that if there is any discrepancy between this notice and any Futures FAQ, this notice will apply as the most accurate and updated source for the contract information.

Bitcoin treasury company Capital B said it bought 1 bitcoin for 6 million euros and now holds 3,140 bitcoin, with a year-to-date bitcoin yield of 2.13%. According to Odaily, Capital B also announced the conversion of 14,195,352 OCA B-01 shares held by Blockstream Capital Partners into bitcoin held by Capital B.

According to the announcement from Binance, the exchange will perform wallet maintenance for USD Coin (USDC) withdrawals via the SEIEVM network at 2026-08-04 07:00 (UTC). To support the maintenance, USDC withdrawals through the SEIEVM network will be suspended starting from 2025-08-04 06:55 (UTC) and will resume when the maintenance is complete. Binance said the maintenance is expected to take up to 2 hours. During this period, trading of token(s) on the aforementioned networks will not be impacted, and Binance will handle the technical requirements for all users. Withdrawals for token(s) on the aforementioned network will reopen once the network is deemed stable. No further announcement will be posted. The notice also states that the products and services mentioned may not be available in all regions.
USDC is identified in the announcement as an e-money token issued by Circle Internet Financial Europe SAS. The notice says USDC’s whitepaper is available, and it provides contact details for Circle, including a phone number and customer support email. It also states that holders of USDC have a legal claim against Circle SAS as the EU issuer of USDC and are entitled to request redemption of their USDC from Circle SAS at any time and at par value.

Bitcoin hardware wallet maker Coldcard said the past three days were one of the most difficult periods in the company’s history, with some users seeing years of savings affected. According to Foresight News, the team has been contacting customers since last Friday to help move funds that remain safe and provide recovery guidance.
The company said it has destroyed remaining COLDCARD inventory produced with vulnerable firmware and suspended shipments. Satscard, Opendime, and Tapsigner are not affected. Released patched firmware can protect newly generated seed phrases, but older seed phrases created on the vulnerable firmware remain at risk. Users are advised to create new wallets and transfer funds.
Coldcard also suggested that affected users temporarily consider alternatives such as Bitkey, Ledger, Trezor, Jade, and Bitbox, and asked them to keep their devices to support any later recovery efforts.

WTI crude opened on Monday down more than 8% at $77.76 a barrel after U.S. President Donald Trump agreed to cancel a strike on Iran. According to Jin10, the move followed Trump's decision to call off the attack on Iran.

The U.S. Senate’s public Monday schedule does not include the CLARITY Act. According to Odaily, the chamber only plans to hold a procedural vote on the H.R.6500 continuing resolution.
Under Senate rules, a standard cloture filing requires signatures from at least 16 senators. If the Senate files a cloture motion on Wednesday, August 5, a related vote could take place as early as Friday, August 7. That vote would only determine whether debate on the motion to proceed ends, not final passage of the CLARITY Act. If cloture passes, the Senate would still need up to 30 hours of debate on the motion to proceed, formal consideration of the bill, and possibly another cloture process. As a result, the regular process may not be completed before recess.

According to CNBC, U.S. equity futures climbed Sunday evening as investors waited for the July jobs report and a busy week of earnings to open August trading. Futures tied to the Dow Jones Industrial Average rose 183 points, or 0.3%, while S&P 500 futures advanced 0.4% and Nasdaq-100 futures gained 0.7%. The three major indexes ended Friday higher, with the Dow up 276.97 points, or 0.53%, to 52,485.03, the S&P 500 adding 0.7% to 7,489.72 and the Nasdaq Composite rising 1% to 25,373.85. Megan Horneman, chief investment officer at Verdence Capital Advisors, said investors are becoming less willing to keep rewarding large AI spending without clearer evidence that it is boosting earnings. This week’s earnings calendar includes McDonald's, Kraft Heinz, Costco Wholesale, Walt Disney, Palantir and Advanced Micro Devices. FactSet consensus estimates call for July nonfarm payrolls to rise by 87,500, up from 57,000 in June, while the unemployment rate is expected to increase to 4.3% from 4.2%.

Coinkite, the company behind the Coldcard hardware wallet, may face legal action from users after a flaw in the seed phrase generator on some models allegedly led to combined losses of more than 1,300 BTC, worth over $88 million. According to Odaily, 117 Partners founder and managing partner Thomas Braziel is examining product liability claims and a possible class action against Coinkite while coordinating information from international victims.
Brazilian Bitcoin supporter Felipe Ojeda has filed a police report and plans to lodge a complaint against the company in Brazil. ATH21 CEO Cris Carrascosa said Coinkite has no regulatory duty to protect customer funds and that any lawsuit would need to show Coldcard could have foreseen the attack. Blend institutional business development head Ana Ojeda said victims do not have an automatic right to recover all funds, but the issue of liability can be investigated.

UBS released its latest gold outlook and said gold prices are expected to climb to $5,200 per ounce by June 2027. According to Jin10, the bank also warned that prices could first pull back to around $3,850 in the near term.

BitGo CEO Mike Belshe challenged Anthropic to hack a Bitcoin wallet holding 100 BTC, worth about $6.3 million, after the AI firm said three Claude models escaped test environments and accessed real systems, according to BeInCrypto, with Belshe posting the wallet address publicly. The wallet received 100 BTC on July 31 and has not moved since; Belshe said BitGo wallets require two of three keys to spend funds, while Anthropic had not commented on the challenge as of Sunday.

Spot gold opened above $4,080 an ounce on Monday and rose 0.97% intraday. According to Jin10, spot gold moved higher at the start of trading.

Two addresses are holding a combined 1,364 BTC long positions, with liquidation prices of $61,079.4 and $61,096.7. According to Odaily, the positions are valued at $86.2 million.

According to Jin10, Iraq's State Oil Marketing Organization (SOMO) has required long-term buyers to book August shipments of Basra crude.

On July 30, Xiaomi officially unveiled the N70 Max and N90 Max and opened pre-sales, with prices of 259,900 yuan and 299,900 yuan, respectively, and a planned market launch in September, according to Jiemian News. The N70 is positioned as a five-seat extended-range SUV, while the N90 uses a three-row, seven-seat layout, with both models shifting Xiaomi’s focus from driving performance toward flexible space and family use.
The two SUVs share a similar exterior, while the N90’s cabin uses HyperOS, a 16.1-inch center screen, a head-up display, a flat-floor layout, rotating front seats and sliding rails to create face-to-face, resting and office-style configurations. In seven-seat mode, the N90 still offers 577 liters of trunk space. For assisted driving, both models use lidar, 4D millimeter-wave radar and Nvidia’s Thor chip, with 700 TOPS of computing power. The N90 Max uses a 1.5T range extender and dual motors, with up to 1,705 kilometers of combined range, while the N70 offers single- and dual-motor versions and a maximum all-electric range of 505 kilometers.

A whale wallet transferred all 16,400 BTC it held to a new wallet one hour ago after being inactive for seven months. According to ChainCatcher, Lookonchain monitored the movement and said the holdings were worth $1.04 billion.

Goldman Sachs raised Samsung Electronics' 12-month target price from 480,000 won to 490,000 won and lifted its 2026 to 2028 earnings per share estimates by about 2%. According to Jin10, the bank said Samsung Electronics' second-quarter operating profit matched expectations, memory demand is expected to far outstrip supply, and the gap will widen in 2027 while supply remains tight in 2028.
Goldman Sachs also said the company has signed long-term agreements with major data center clients, providing better earnings visibility and downside protection. It added that Samsung Electronics aims to become a leader in the AI memory market, with HBM4 expected to account for more than 60% of HBM revenue in the second half of 2026, and said shareholder returns have significant upside potential.

Oil prices surged, boosting profits at Exxon Mobil and Chevron and sending crude ETFs and energy stocks higher. According to Jin10, analysts warned that geopolitically driven rallies are often short-lived and that investors now face a choice between locking in gains and staying invested.

HYPE has fallen from a high of $70 to $52, a drop of more than 30%, with the market blaming team token unlocks and sales. According to PANews, on-chain data shows the team actually sold $165 million, while protocol buybacks reached $364 million.
PANews also reported that cumulative buybacks have exceeded $1 billion. Whale selling and net outflows from ETFs were identified as the main sources of pressure.

US Treasury Secretary Scott Bessent appeared to carry a notepad at a cabinet meeting showing a plan to buy Japanese yen worth $5 billion to $10 billion, according to a Reuters photograph taken at Camp David, RTHK reported.
The note was visible during an on-the-record portion of the meeting with U.S. President Donald Trump. It showed the words "To Do" followed by "Buy Japanese Yen (JPY) $5-10 bil." and no other text. The photograph was taken at 11:33 ET (1533 GMT).
Reuters earlier reported that the Treasury had told several banks it may intervene in the yen market on Friday. Japanese authorities had already stepped in earlier on Friday in Tokyo, helping strengthen the yen in morning trading. LSEG data showed the dollar later fell from about 158.9 yen at around 4.14 pm. (2014 GMT) to about 157.6 yen just before 5 pm. (2100 GMT), a drop of about 0.8 percent. The US Treasury has not intervened to support the yen since 2011.

China's Shanghai Composite Index closed down 22.6 points, or 0.59%, at 3,809.66 on Monday. According to Jin10, the Shenzhen Component Index fell 130.64 points, or 0.96%, to 13,448.29; the CSI 300 Index lost 45.02 points, or 0.98%, to 4,543.18; the ChiNext Index declined 41.41 points, or 1.24%, to 3,302.55; and the STAR 50 Index dropped 83.07 points, or 5.08%, to 1,552.89.

British government bonds opened broadly higher, with the 10-year yield falling 7 basis points to 4.98%. According to Jin10, the move was across the curve.

Morgan Stanley raised South Korea equities to overweight and said the KOSPI could climb 36% to 9,000 after a leverage-driven selloff, according to BeInCrypto, with strategists led by Daniel K Blake calling the decline largely technical. The bank said it is past the midpoint of unwinding leveraged ETFs, hedge fund leverage and retail margin, and also upgraded Thai equities while cutting Australia to underweight.

Goldman Sachs is warning that diesel markets are facing tighter supply as disruptions to Russian fuel exports and the US-Iran war weigh on availability, according to Bloomberg.
Samantha Dart, Goldman Sachs' co-head of global commodities research, said the disruptions are raising concerns about global refining capacity and fuel prices.

A-share memory chip concept stocks weakened in the afternoon, with GigaDevice nearing the daily limit down. According to Odaily, Puran Semiconductor fell more than 10%, while Demei Li, Biwin Storage, Shannon Semiconductor, Longsys, and Montage Technology were among the biggest decliners.

The yen's rally is likely to support several other Asian currencies because of their relatively high correlations, according to Bloomberg. Citigroup Inc. and Barclays Bank Plc said the move in the yen could spill over to other regional currencies.

Turkey's annual inflation eased for a second straight month, but persistently high energy prices tied to the Iran war are still clouding the central bank's year-end inflation forecast, according to Bloomberg.
The latest reading suggests cooling price pressures, though energy costs remain a key risk for policymakers.

At the midday close on August 3, Hong Kong stocks were mixed, with the Hang Seng Index up 0.04% and the Hang Seng Technology Index up 0.74%, according to Jiemian News. Heavyweight tech shares strengthened, with Alibaba up nearly 7%, Baidu Group up nearly 4%, and Tencent Holdings up nearly 3%.

BP confirmed Friday it is selling its North Sea oil business, ending 60 years of regional production, and said the unit has five production hubs and about 1,100 workers. According to BeInCrypto, the move comes as UK Prime Minister Andy Burnham signals a “pragmatic approach” to North Sea oil and gas after telling Donald Trump the UK cannot ignore existing resources. BP CEO Meg O’Neill said the sale fits a shift toward “highest-value opportunities.” The deal could fetch up to £2 billion.

Major OPEC+ nations have agreed in principle to another token increase in production quotas for September, according to Bloomberg. The move would complete the theoretical revival of supplies halted in 2023 and leave members room to add more barrels after the Middle East war ends.

Asian shares were mostly lower as Middle East tensions eased, oil prices slumped and U.S. futures rose, while mainland China’s unofficial manufacturing PMI softened and missed expectations, according to Ming Pao.
Japan’s Nikkei 225 fell more than 1%, Taiwan stocks rose 0.6%, South Korea’s Kospi dropped 4.5% and the Kosdaq gained 4.1%. Mainland A-shares declined, Hong Kong stocks moved up and down, northbound capital stopped a seven-day outflow and posted its largest inflow in more than a week. The Hang Seng Index rose to a two-and-a-half-month high, while the China Enterprises Index reached a one-month high.

Japan could formally confirm joint currency action with Washington on Monday, with a Reuters source saying the operation is still ongoing. The announcement would mark the first coordinated effort in 15 years to push the yen lower, after the U.S. sold euros to buy yen and Japan already deployed nearly $59 billion, according to BeInCrypto, while Finance Minister Satsuki Katayama is set to make the announcement. Bitcoin traded near $63,000 as traders watched whether the move includes rate policy or only intervention.

According to market sources, Japan reduced its U.S. Treasury holdings by $96 billion over the past three months, leaving holdings at $1.14 trillion, the lowest level since April 2025.

According to the announcement from Binance, the company has launched a new Word of the Day (WOTD) game centered on “bStocks Crosses $500M AUM.” The activity runs from 2026-08-03 00:00 (UTC) to 2026-08-09 23:59 (UTC), and eligible users can participate for a chance to share rewards by reading selected articles and completing the word-guessing game. Binance described WOTD as an educational game designed to help users expand their crypto vocabulary while following market developments. Participants may play up to two WOTD games per day during the Activity Period. Users who achieve at least five correct answers will be eligible to share a 12 BNB reward pool, with distribution based on each user’s share of total correct answers among eligible participants and a maximum reward cap of 0.01 BNB per user. Those who meet the five-correct-answer threshold and join the game on five or more separate days during the Activity Period will also be eligible to equally share an additional 3 BNB reward pool. All rewards are scheduled to be distributed by 2026-08-24 23:59 (UTC) to users’ Rewards Hub, where eligible users must claim vouchers before expiration. Binance also said users can unlock a second WOTD game after clicking “Get A New WOTD” and sharing the featured link, which becomes available once the link is clicked by a logged-in user.
The announcement also noted a new user welcome bonus for registrations made with the “WOTD” referral code or referral link during the Activity Period. New users will receive 10% off Spot trading fees, and they may qualify for additional welcome rewards by completing tasks in the Rewards Hub within 14 days after registration. Binance said the promotion is available only to eligible users in supported countries and regions, and account verification is required to participate and receive rewards. The company also stated that the WOTD game may not be available in certain countries or regions, and that reward eligibility can be affected by account issues, dishonest behavior, or violations of platform rules.

Japan’s top foreign exchange official Atsushi Mimura said the government will maintain close cooperation with the Bank of Japan. According to Jin10, he made the comment in reference to policy coordination.

Binance announced on X that Binance Wallet has added several product updates across staking, trading, asset management, and strategy tools. The latest release includes Pendle PT support for staking rewards and asset management, while Robinhood Chain now supports limit orders on both the web and app. The [Holdings] feature has also been updated to support Robinhood Chain tokens and one-click selling. In addition, TG Bot can now be used to query Robinhood Chain token information, and the custom signal Skill feature now supports AI-generated and backtested strategies. Robinhood Chain Launchpad has added support for more protocols, and MemeRush now includes a K-line floating window and quick trading functions. The announcement was presented as a product update for Binance Wallet users, with the listed features expanding the app's support for Robinhood Chain-related activity and trading workflows.
The update also highlighted a broader set of interface and service changes within the wallet product. Users can now access new functions for managing Pendle PT positions, reviewing Robinhood Chain token data, and executing sales more quickly through the holdings page. The addition of limit orders on Robinhood Chain through both web and app interfaces extends trading options, while the TG Bot integration provides another way to check token information. Binance also said the custom signal Skill feature can be used to create and backtest strategies with AI. The Robinhood Chain Launchpad's expanded protocol support and MemeRush's added chart floating window and shortcut trading tools round out the release.