CZ: Bitcoin still follows a four-year cycle, and currently it is the most policy friendly period for the cryptocurrency industry

L1 public chain Harmony shard 0 and shard 1 have both reached the legal quorum. The rollback of the second phase GO has been activated, and validators who have completed the first phase need to follow the official guidelines. The team will update the progress after confirming network health, normal block production, and finalization. Harmony will retain block 92730034 of shard 0 and block 94978278 of shard 1 (15:25:37 on August 12, 2026) as the recovery starting point, and the verifier will use the corresponding replacement database to regenerate new blocks from heights 92730035 and 94978279.

According to Bloomberg, AI chip startup Fractile plans to raise $600 million at a valuation of $6.5 billion, an increase from $1 billion three months ago. This round of funding is led by Lightspeed Venture Partners, Redpoint Ventures, Thrive Capital, and Founders Fund. Fractile has reached a $250 million chip supply agreement with Anthropic, and the related chips are expected to be put into use in 2027.

According to BIT (bit. com) market data, BitMine's stock price closed up 10%, with investors buying 181684 call options, which is about 25% higher than the average daily trading volume of 145316. Marex Group increased its holdings of BitMine by 560.1% in the fourth quarter of last year, holding approximately 10.02 million shares; Weiss Asset Management increased its holdings by 363.6% in the first quarter of this year, holding approximately 4.32 million shares; Morgan Stanley increased its holdings by 25.8% in the fourth quarter of last year, holding approximately 12.19 million shares.

[Binji Pande: Joining Ethereum Labs, Focusing on Ethereum Ecosystem and ETH Growth] Binji Pande announced that he has joined Ethereum Labs as a founding member, with future work focusing on the Ethereum ecosystem and the growth of ETH.

[UBS Research Report Indicates Murata Manufacturing Has 20% Production Increase Potential, Product Mix Upgrade Drives Margin Growth] According to Trend Research, UBS's August 18 research report pointed out that Murata Manufacturing's Takeo Fukui plant has a 20% production increase potential through yield improvement and process optimization with its existing equipment. UBS maintains a 'Buy' rating for Murata Manufacturing, with a target price of ¥13,200. Murata Manufacturing is shifting general-purpose products overseas while focusing its Japanese factories on advanced products. The product mix upgrade is expected to drive operating profit margins from 15.4% in fiscal year 2026 to 37.6% in fiscal year 2029. UBS evaluates that the industry structure is likely to improve over the next six months, with a potential upward revision of performance guidance around October 31.