10 #Bitcoin ETFs inflows 2,586 $BTC(+$247.92M) and 9 #Ethereum ETFs outflows 20,884 $ETH(-$70.69M) yesterday.

According to monitoring by Onchain Lens, Chainlink has completed another LINK repurchase operation, acquiring 127,740 LINK tokens valued at approximately $1.12 million, and transferred the tokens to its reserve wallet. Data shows that Chainlink Reserve currently holds around 5.48 million LINK, worth roughly $48.5 million, with an average acquisition cost of $11.14 per token.

According to Bloomberg, Anthropic’s preliminary second-quarter revenue exceeded $11.5 billion, growing at least 14-fold from $787 million in the year-ago period and outpacing the first quarter’s $4.73 billion. The company posted positive adjusted operating profit in the quarter. Once a laggard in the AI race, Anthropic has seen its growth accelerate significantly as more professionals use its software to streamline workflows such as programming. In May this year, Anthropic’s annualized revenue crossed $47 billion. For comparison, OpenAI previously disclosed annualized revenue of over $40 billion, though the two firms’ calculation methodologies may not be fully aligned. Competition in the AI sector is heating up, with year-to-date IPO financing reaching $256.4 billion, a new high since 2021 (excluding financial instruments like SPACs).

According to BIT (Bit.com) market data, Broadcom closed nearly 6% lower on Friday. Market concerns have emerged over the financing model behind Broadcom’s AI infrastructure expansion. Bank of America analysts estimate that the financing platform Broadcom has set up for its AI chip clients could accumulate up to $370 billion in senior debt by mid-2029, with new issuances alone reaching around $150 billion in 2027. This estimate is based on a 20-gigawatt data center scale. The debt is held by the financing platform, not Broadcom directly, but Broadcom has provided guarantees for some clients’ lease payments, with the first transaction’s guarantee amounting to roughly $290 billion. This financing model launched in June this year, led by Apollo Global Management and Blackstone Group, providing $350 billion in funding for Broadcom’s AIXPV platform. The first tranche of funds will be used to support Anthropic in building over 1 gigawatt of computing capacity, with the platform targeting over 20 gigawatts of computing power by 2028. As AI infrastructure expands, Broadcom’s future guarantee scale has become a key focus for the market.

According to a Financial Times report, Wall Street quantitative trading giant Jane Street suffered major losses from its investment in AI hedge fund Situational Awareness, posting roughly $15 billion in losses in July. People familiar with the matter revealed that Jane Street disclosed the loss figures in a financial update to its creditors, tied to a roughly $14.6 billion private debt financing deal. Led by JPMorgan Chase, the transaction involved shifting around $11 billion in public debt to private investors including Pacific Investment Management Company (Pimco). The loss stemmed from a sharp pullback in U.S. AI stocks in July. Situational Awareness is an AI-themed hedge fund founded by former OpenAI employee Leopold Aschenbrenner, which had received investment from Jane Street. The fund, which had previously made concentrated, highly leveraged bets on AI stocks, was hit hard during the market reversal and forced to sell some of its public stock positions to Citadel. Despite the massive monthly loss, Jane Street has maintained strong profitability in recent years. Data shows the firm’s net trading revenue hit a record $16.1 billion in the first quarter of 2026, and roughly $40 billion for full-year 2025. Market observers note that the loss is unusual for a long-time low-profile proprietary trading firm that holds a significant position in global markets. Jane Street’s subsequent shift to the private debt market for financing will also reduce the scope of its financial disclosures to public markets.

News that the U.S. Securities and Exchange Commission (SEC) delayed its tokenized securities regulatory plan weighed on market sentiment, with multiple crypto firms focused on asset tokenization seeing their stock prices fall on Friday. Among them, digital asset platform Bullish saw its stock drop around 8% at one point in morning trading, while blockchain lender Figure fell roughly 9%; Coinbase’s stock declined about 2%, and stablecoin issuer Circle dipped nearly 4%. Additionally, Securitize, the issuer of BlackRock’s tokenized fund BUIDL, saw its stock fall 5% at one point during the session. The market volatility stems from the SEC’s renewed delay of its long-awaited "innovation exemption" program, which was originally expected to lower regulatory barriers for firms issuing and trading tokenized securities and push Wall Street into the on-chain securities space. Meanwhile, the SEC canceled a planned related meeting that was set to discuss whether to introduce a new regulatory framework for certain crypto asset investment contracts. Amid regulatory uncertainty, the tokenization concept has not only hit listed companies but also weighed on broader crypto market performance. Uniswap’s native token UNI, the decentralized exchange’s token, fell around 7% over the past 24 hours, making it one of the worst-performing assets in the CoinDesk 20 Index. Owen Lau, a senior analyst at Clear Street, said the SEC’s delay acts as a "speed bump" for the tokenization sector but does not alter its long-term trajectory. Firms including Coinbase and Bullish are still advancing their tokenized stock businesses, while the Nasdaq and New York Stock Exchange are also building out related infrastructure. Market focus will now shift to when U.S. regulators will clarify rules for tokenized securities, and whether the Digital Asset Market Structure Act (CLARITY Act) and disputes over the SEC’s authority will further impact the industry’s development process.

According to monitoring by EmberCN, the monthly unlock of tokens held by the Pump.fun team and investors was completed 5 hours ago, releasing a total of 4.94 billion PUMP tokens valued at approximately $13.6 million. Data shows the unlocked tokens were subsequently distributed to 125 wallet addresses. It remains unclear whether the related wallets will sell the tokens on the market, but large-scale unlocks typically increase short-term circulating supply pressure, and the market will closely monitor subsequent fund movements.