US stock market's optical communication sector declined across the board, with LITE down 5.54%.

Tether minted 1 billion additional USDT on the Tron network 7 hours ago.

Serenity stated in a post that financial publication Barron’s may have underestimated the analytical complexity of the optical communications sector when planning to report on optical module supply chain firms such as AAOI. Serenity noted that the optical module industry involves complex technical and commercial factors including supply chain structure, CW laser bottlenecks, internal capacity planning, revenue growth trajectories, and margin forecasts, requiring a background in engineering and industrial research. Serenity quipped that Barron’s hired a new recruit from a non-profit communications consulting role for the relevant position, then tasked them with building revenue and profit models, analyzing supply bottlenecks and capacity on their first day on the job. The new hire likely found the analysis of the complex semiconductor and optical communications industry chain "hard to grasp" and labeled the related companies as "meme stocks". Serenity criticized that if media outlets themselves lack an understanding of industry logic, their coverage will ultimately revolve around market sentiment and hype labels rather than delivering in-depth industry analysis.

According to Bitget market data, Brent crude oil has surpassed $86 per barrel for the first time since July 31, climbing 5.53% intraday. WTI crude oil is currently up 5.3%.

Goldman Sachs' latest report confirms that storage components are expected to account for roughly 62% of the bill of materials (BOM) for NVIDIA's next-generation "Vera Rubin" superchip. Citing Goldman Sachs' analysis, ZeroHedge reports that in the Vera Rubin platform, the cost share of the SOCAMM2 memory module on the CPU side is significantly higher than that of the HBM4 high-bandwidth memory on the GPU side. Goldman Sachs previously noted in May that as demand for AI infrastructure continues to grow, memory has become a key component of AI server hardware cost structures. This latest report further underscores the importance of the storage segment in the AI chip supply chain, especially as demand for high-performance memory for next-generation AI computing platforms surges rapidly.

August 3–August 9, 2026 #LookonchainWeeklyReport ?? Overview Stablecoin supply grew by $931.4M last week, DEX spot volume fell and perp volume fell, while public companies shed 66 BTC. ?? Stablecoin Market The total stablecoin market cap increased by $931.4M. ?? Spot & Perps Trading Volume on DEXs DEX spot volume fell 11.95% and perp volume fell 25.00% WoW. ?? Protocol Revenue Protocol revenue slipped 2.14% WoW, while Pyth led weekly revenue growth with a 3320% increase. ?? Last week, 5 compa...

According to disclosures from The Data Nerd, bitcoin mining firm MARA sold far more bitcoin in the first half of this year than earlier market reports indicated. Data shows MARA sold a total of 23,093 BTC in H1 2026, valued at roughly $1.6 billion, with an average selling price of about $70,631 per coin. As of press time, MARA still holds 35,577 BTC, worth approximately $2.3 billion at current market value. The Data Nerd noted that prior market focus has centered more on MARA’s bitcoin reserve growth, but its actual selling volume is also substantial. This move reflects that mining companies, amid high capital expenditures and shifting market conditions, are adjusting their capital structures by selling a portion of their BTC holdings.