A crypto whale has added 1001 BTC to its holdings once more; last year, it purchased over $290 million worth of Bitcoin via over-the-counter (OTC) trades.

As the U.S. Senate remains deadlocked over the CLARITY Act, prediction market Polymarket has slashed the probability of the bill being passed by the end of 2026 to 32%, the lowest level since the platform launched in January this year. Data shows this probability has dropped by roughly 30 percentage points from the market’s launch, and plummeted sharply from the 82% peak hit in February this year. Market participants believe that with the Senate’s legislative schedule tightening and bipartisan support still unachieved, the likelihood of the bill passing this year continues to decline. Reports indicate that the biggest sticking point right now is that the two parties have yet to reach an agreement on ethics provisions related to conflicts of interest for government officials involving digital assets. Democratic Senator Ruben Gallego previously stated clearly that he would not support the bill in Senate votes if it does not include the bipartisan-backed ethics provisions. The CLARITY Act aims to establish a regulatory framework for the U.S. digital asset market and clarify the jurisdictional boundaries between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). Multiple industry stakeholders testified at a House of Representatives hearing that the bill would help end "regulation by enforcement" and provide long-term, stable regulatory rules for the digital asset sector. As the U.S. Congress heads into its August recess, market expectations for the bill to be enacted into law this year are continuing to cool.

According to monitoring by crypto analytics account Ai Yi, an address linked to the Ondo team transferred 26.05 million ONDO tokens to Coinbase, worth approximately $9.79 million. The address received 150 million ONDO from the Ondo team’s multi-sig address on June 23, held the tokens for nearly a month, and transferred a portion to Coinbase 11 hours ago. The operation follows a similar pattern to prior moves: team address transfer → address holding → transfer to exchange platform, though the specific purpose of this action remains unclear.

Anthropic announced that Claude Fable 5 will be officially included in its Max and Team Premium plans starting July 20. Users can allocate up to 50% of their plan credits to Fable 5, with no temporary deadline imposed. Pro and Team Standard users will still need to access Fable 5 on a pay-as-you-go basis, and Anthropic will grant these users a one-time $100 credit. When Fable 5 launched, Anthropic only committed to offering free access to the model until June 22. The model was later suspended due to U.S. export controls; after resuming on July 1, the plan access window was extended from July 7 to July 12, then to July 19. Anthropic has consistently stated that demand is unpredictable, requiring gradual increases in computing power. This timing is hard not to link to Kimi K3, which has recently matched or surpassed Fable 5 in multiple programming and agent benchmarks, with some tasks even outperforming it. Competitive pressure may have accelerated Anthropic’s decision, though no direct evidence exists to confirm this.

At the 2026 World Artificial Intelligence Conference (WAIC), Alibaba unveiled Meoo Team, the enterprise team edition of its Miaowu enterprise-grade AI application creation platform. Its core capabilities include unified identity management, unified procurement and quota control, fine-grained permission management, and team asset sharing, among others. Meoo Team is designed to address key challenges enterprises face in AI creation, such as resource coordination, permission allocation, and asset ownership, while enhancing collaboration efficiency for teams across e-commerce, content creation, product operations, marketing, finance, education, and other fields.

According to monitoring by crypto analytics account Ai Yi, whale trader alias "Set 10 Big Goals First" posted early this morning that he has opened a long position of 69.4 BTC, valued at roughly $4.43 million, with an entry price of $63,827.06. Ai Yi notes the position was built during Bitcoin’s early-morning rally and is likely only an initial entry. Data indicates that since June 25, Jason’s three BTC long trades each exceeded $200 million in size, generating cumulative profits of approximately $3.94 million.

Analyst Serenity published a note stating that Goldman Sachs has raised its price target for China Unichip to 2,581 yuan, representing around 163.6% upside from the current share price. Serenity pointed out that, rather than the price target, what deserves more attention is Goldman Sachs’ sharp upward revisions to China Unichip’s 2026–2028 earnings forecasts, by 65%, 108%, and 119% respectively. Goldman Sachs attributes this to key drivers including surging shipments of silicon optical modules, ongoing expansion of AI infrastructure, higher average selling prices (ASPs) and margins from 1.6T/3.2T optical modules, and sustained growth in AI capital expenditure. Serenity views China Unichip as a critical barometer for the optical communication sector’s prosperity, analogous to Taiwan Semiconductor Manufacturing Company (TSMC) for semiconductor capital spending. If silicon photonics penetration continues to rise, it will further expand demand in niche segments such as continuous wave (CW) lasers and silicon-on-insulator (SOI) substrates, while higher ASPs for next-generation high-speed optical modules will also benefit the entire optical communication industry chain. Additionally, Serenity noted that China Unichip previously disclosed in communications that demand for 800G optical modules has exceeded expectations, meaning upcoming earnings results from optical communication firms including Applied Optoelectronics (AAOI) and Lumentum (LITE) also merit close attention. Serenity concluded that, amid a sharp sector pullback, Goldman Sachs’ large upward earnings revisions reflect the robust fundamentals of the AI optical communication industry chain, and the entire photonics ecosystem is poised to benefit from the new wave of AI infrastructure development.