Microsoft’s Associated Data Center Bond Issuance May Rise to $3.9 Billion

Whale 0x8447 bought another 5,000 $ETH($9.53M) 7 hours ago and staked it. This whale has bought a total of 10,657 $ETH($20.07M).

According to monitoring by Onchain Lens, a newly created wallet has withdrawn a cumulative total of 57,000 HYPE tokens from Coinbase, valued at approximately $3.36 million.

Morgan Stanley cut Pop Mart’s target price from HK$247 to HK$214, citing high base pressure in the second half of the year and a sharp slowdown in overseas sales. Analysts noted in the report that amid a lack of incremental information and high-frequency data pointing to a sharp slowdown in overseas sales, investors are broadly bearish ahead of the earnings release, anchoring on the most negative metrics. Excessive expectations among retail investors remain a key downside risk, as they account for a large proportion of the shareholder base. The firm forecasts 29% year-on-year growth in first-half revenue and an 18% rise in net profit to RMB 5.4 billion. It expects management to guide for second-half revenue exceeding the first half, while remaining cautious on the year-on-year outlook. Morgan Stanley maintained an "Overweight" rating, projecting a 13% compound annual growth rate (CAGR) in earnings from 2026 to 2028, driven mainly by a reacceleration in overseas market sales, and forecasts total revenue will resume growth in 2027.

Security firm Bitdefender announced this week that a surge of pirated download files masquerading as the newly released blockbuster *The Odyssey* have surfaced online, each bundled with the Lumma Stealer information-stealing malware. The malware is designed to siphon sensitive data including cryptocurrency wallet credentials. Per Bitdefender, these malicious files began appearing just days after the film’s premiere, disguised as high-definition WEBRip and Blu-ray copies, with filenames crafted to mimic legitimate torrent resources. In truth, the files are Windows executables that infect devices upon launch, not media for viewing. To amplify their deception, attackers frequently use icons resembling VLC Media Player or standard video files to mask the malicious programs. Because Windows hides file extensions by default, many users cannot easily distinguish an '.exe' executable from a genuine video file, raising the risk of accidental execution.

Michael Saylor, founder of Strategy, said share repurchases are not a current priority, but the company may buy back its own stock if MSTR’s share price falls to a sufficiently cheap level. During a Monday Q&A event, Saylor stated: “If MSTR trades at a very, very deep discount to its net asset value (NAV), you might see us take such action.” Saylor added that the company plans to maintain a large cash reserve to gain greater flexibility, which can be used to purchase Bitcoin, repurchase MSTR shares or preferred stock, or pay down debt. This flexibility also applies to Bitcoin. “We must be able to both sell Bitcoin and buy Bitcoin,” he noted. The company’s strategy prioritizes the development of STRC, cash reserves, and credit operations over share repurchases. He also explained how Bitcoin’s price will impact Strategy’s future purchase plans: when BTC trades well above its 200-week moving average, Strategy may hold onto more of the cash it raises; when Bitcoin’s price approaches or falls below this long-term average, it could be viewed as a buying opportunity. For MSTR investors, Saylor said they should view the investment with a minimum four-year time horizon, ideally holding for 7 to 10 years. He concluded: “I can feel your pain. But I think we must be prepared to go through tough years.”

South Korea has denied reports that it was discussing making semiconductors its first investment in the U.S. The South Korean presidential office said Tuesday, "The claim that the two countries discussed semiconductors as a candidate for the first strategic investment project is not true." The presidential office did not disclose details of negotiations between Seoul and Washington on the investment commitment. Earlier, JoongAng Ilbo reported that South Korea’s first investment project, which it had planned to announce later this month, faced uncertainty after Washington suddenly sought investment in U.S. memory chip facilities. According to the newspaper, the request was the focus of a closed-door trade meeting held at the presidential office on August 13. South Korea had initially targeted the energy sector for its first major investment in the U.S., and officials present generally deemed investing in a U.S. memory chip factory unrealistic, as Samsung Electronics and SK Hynix have pledged to invest at least $880 billion in building chips and data centers.