Citrini stated that the investors of Leopold Aschenbrenner's Situational Awareness Fund acknowledge its AI development judgment and long strategy. The fund has risen by about 2200% since its establishment in 2024, but recently experienced a pullback due to the decline in related stocks. If an investor invests $100 million when the fund is established, even if they lose 90% in July, based on a cumulative return of 2200%, their position is still worth approximately $230 million. Citrini expects that after the completion of Situational Awareness fundraising, some short-term hedging may be lifted and new capital will be invested in the market, driving AI stocks to form a temporary bottom.

According to Hyperinsight monitoring, Polymarket trader xm39 tested the Yes share that the United States will invade Iran before 2027 for $803, holding a total of 806700 shares at a cost of approximately $223000. The Hyperliquid address associated with xm39 is the largest long position for WTI crude oil. Yesterday, it added 133300 WTI crude oil contracts CL, with a transaction volume of approximately 10.791 million US dollars. The address currently holds 155200 CL multiple orders at 20 times full position, with a position value of approximately 13.22 million US dollars and a floating profit of approximately 510500 US dollars. Today, the address withdrew $246400 from HyperEVM, of which $100000 was transferred out, and xm39 invested $222200 in Polymarket to increase its position.

[Hong Kong SFC Freezes Futu Securities Client Assets of HK$125.247 Million] On July 30, 2026, the Hong Kong Securities and Futures Commission issued a restriction notice to Futu Securities International (Hong Kong) Limited, prohibiting the disposal of HK$125.247 million in assets within a specific entity's client account. The entity is suspected of involvement in an IPO fraud scheme. Futu Securities International (Hong Kong) Limited is not the subject of the investigation, and the restriction notice does not affect other clients. The investigation is ongoing.

The South Korean Finance Minister has confirmed that the country's cryptocurrency tax policy will be postponed until January 2027. （Cointelegraph）

CryptoQuant analyst Axel Adler Jr. stated that the short-term market pressure index for Bitcoin has risen to 16, driven by price volatility rather than increased exchange selling pressure. The pressure index consists of price pressure, capital flow pressure, and leverage pressure, with current price pressure being the main factor. Historical data shows that the index only rises above 50 when there is an increase in liquidity pressure on the exchange.