CZ comments on Trezor data breach incident

[HSBC States CSP Capital Expenditure Has Not Peaked, Leverage Capacity Supports AI Until 2028] According to Trend Research, HSBC's report on August 12 pointed out that market concerns over CSP capital expenditure peaking are excessive. The growth rate of capital expenditure for the five major CSPs is expected to decline from 95% in 2026 to 11% in 2028, with free cash flow shifting from $34 billion to -$104 billion. HSBC's analysis indicates that when capital expenditure reaches $1.0 to $1.6 trillion in 2027 or $1.9 to $2.5 trillion in 2028, CSP's net debt-to-equity ratio will still remain within a controllable range. HSBC's top recommendations include Marvell, Intel, TSMC, and ASML, with target prices of $300, $200, NT$3,400, and €2,149 respectively. It also maintains target prices for Alphabet at $420, Amazon at $310, Microsoft at $595, Meta at $830, and Oracle at $316.

OpenAI Chief Revenue Officer Denise Dresser has announced her departure, and Wiz's former President and COO Dali Rajic will take over and be responsible for enterprise sales and revenue growth. OpenAI also had former COO Brad Lightcap resign this week, AGI business leader Fidji Simo stepped down last month, and co-founder and president Greg Brockman is taking over more business responsibilities and forming a management team.

[HYPE Whale Sells 923,700 Tokens, Totaling 1.95 Million Tokens Sold in the Past Two Weeks] According to monitoring by Lookonchain, a whale holding 2.93 million HYPE tokens, with a total value of approximately $16.337 million, has been continuously selling HYPE. Two weeks ago, they sold 1.03 million HYPE tokens, valued at approximately $5.744 million. One hour ago, they sold another 923,743 HYPE tokens, valued at approximately $5.302 million. The address currently still holds 969,595 HYPE tokens, valued at approximately $5.55 million.

Harmony Protocol confirms that an abnormal issuance of ONE occurred on August 12th, where attackers exploited a cross shard receipt duplicate verification vulnerability to mint tokens. The survey shows that the first round will issue 4 billion ONE, and the latest on chain restructuring shows a cumulative issuance of about 3.01 trillion ONE. The Harmony Protocol has fixed the vulnerability and deployed Mainnet v2026.1.1 version on August 12th at 14:30 (UTC+8). The bridging service has been suspended, and Harmony Protocol is coordinating to freeze funds and prepare to roll back the network to block 92730034.

S&P Dow Jones Indices announced that Reddit will officially be included in the S&P 500 index before the opening on August 18th, replacing AvalonBay Communities. After the announcement, Reddit's after hours stock price rose by over 11%.