Goldman Sachs: Storage costs account for roughly 62% of the bill of materials (BOM) for Nvidia’s next-generation Vera Rubin superchip.

US President Trump posted a statement saying Iran is demanding compensation for losses it incurred from military conflicts over the past five months. I am also demanding compensation from Iran, and have instructed my representatives to firmly raise this demand in all future negotiations.

F2Pool co-founder Wang Chun stated in a post that his mining pool does not currently support the BIP-54 proposal. However, if the proposal strictly follows BIP-9 (Bitcoin Improvement Proposal activation mechanism) and meets the required absolute majority signal threshold, his team will update the pool's nodes. Wang Chun added that his team will not participate in BIP-54's signal voting until the formal activation conditions are satisfied. BIP-54 is one of the protocol upgrade proposals under recent discussion in the Bitcoin community, concerning adjustments to Bitcoin's consensus rules. Wang Chun's remarks reflect that some miners remain cautious about the proposal, preferring to advance upgrades via the standardized BIP-9 process and community consensus.

According to market sources, NVIDIA is collaborating with multiple companies on a $500 billion AI financing deal, including Apollo, Blackstone, and BlackRock. BlockBeats previously reported that on July 28, NVIDIA and OpenAI were in discussions over a roughly $500 billion mega AI data center project located in southern Ohio, USA, with a projected maximum power capacity of 10GW, potentially making it the world’s largest data center project. The report noted that NVIDIA may provide around $250 billion in funding to OpenAI for leasing a data center campus developed by SoftBank’s energy subsidiary SBEnergy. The project’s total cost is expected to exceed $500 billion, including up to $350 billion in AI chip purchases. The first phase of the data center is scheduled to be completed in 2028, with an initial power capacity of approximately 800MW. If fully implemented, its 10GW power scale will far outpace most current large-scale AI infrastructure projects, equivalent to meeting the electricity needs of around 8.4 million American households.

Analysts attribute the recent drop in Bitcoin’s price primarily to net selling activity on Binance and OKX’s spot markets. The net selling volume on both exchanges continues to swell, representing a major source of downward pressure for the current market. By comparison, Coinbase’s spot market has remained in net buying territory, suggesting that some institutional capital is still accumulating Bitcoin on dips. At the same time, buying momentum in Bitcoin’s futures market is strengthening rapidly. Data indicates that amid the price correction, large investors (whales) in the futures space are consistently purchasing Bitcoin, signaling that some funds are leveraging the downturn to open long positions.

According to Bitget market data, spot silver has broken above $65 per ounce, gaining 2.66% intraday. Spot gold is currently trading at $4360.96, up 0.46% on the day.

OpenGradient co-founder Matthew posted that his market maker (MM) team’s funds on the BitMart exchange are currently unavailable for withdrawal, reportedly due to the platform being insolvent. Matthew noted that BitMart still required token holders to lock their assets on the exchange a week before halting related services, describing the move as “shocking”. He argued that BitMart’s prior push for users to lock assets was essentially aimed at securing liquidity. To date, BitMart has not responded to the related allegations. The incident has sparked community concerns over fund security, asset custody, and liquidity management risks associated with centralized crypto exchanges.