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BitDigest · Aug 1, 2026

Saturday August 1, 2026

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Greg Landegger · BitDigest

◾ Senators strike ethics compromise to save Clarity Act before recess (CoinDesk)

◾ X rolls out X Money to US premium, premium+ subscribers (X)

◾ Decentralized storage network Storj announces Chapter 11 bankruptcy (Storj)

◾ Circle $CRCL acquires IBM blockchain patent portfolio, over 680 patent families (Circle)

◾ Payward to acquire Magic Labs’ wallet infrastructure business (Business Wire)

◾ Ten major European banks launch Regulated Layer One, member-owned blockchain for tokenized assets (RL1)

◾ Binance plans to offer prediction markets to US customers (Eleanor Terrett)

◾ Fanatics to acquire exchange, clearinghouse from $BGC Group (GlobeNewswire)

◾ OpenAI’s rogue AI agent also accessed Modal Labs (Reuters)

◾ Trump administration to ban Chinese humanoid robots, inverters (Reuters)

◾ OpenAI, Anthropic back call for governments to help pace AI development (Washington Post)

◾ Leading US tech firms sign letter defending open-source AI as Trump admin weighs Chinese lab restrictions (Microsoft)

◾ Zuckerberg opposes banning Chinese AI, urges US to compete instead (FT)

◾ Hundreds of Claude chats exposed in Google search results (BBC)

◾ Anthropic CEO denies supporting ban on open weight models (Anthropic)

◾ $NVDA working on $750B in new AI infrastructure deals (Bloomberg)

◾ Nvidia $NVDA in talks to guarantee $250B data center financing for OpenAI (WSJ)

◾ DeepSeek suspends fundraising after investors leak CEO comments (Bloomberg)

◾ Sam Altman warns singularity reached (Business Insider)

◾ CFTC tells prediction markets to stop using broad certifications for event contracts (CFTC)

◾ 44 state AGs argue CFTC lacks authority over sports prediction markets (CNBC)

◾ Nevada regulators force Kalshi to geofence, stop prohibited wagers in state or pay $120K daily penalty (CDC Gaming)

◾ Judge blocks Minnesota from enforcing prediction markets ban (Reuters)

◾ NFL says CFTC’s draft prediction market rules fall short on consumer protections (Closing Line)

◾ European soccer teams consider World Cup boycott over private investor plans (ESPN)

◾ SpaceX $SPCX completes successful Starship flight 13 with soft splashdown in Indian Ocean (SpaceX)

◾ FAA proposes rules to speed commercial space mission approvals (Reuters)

◾ Amazon $AMZN Leo files application for 5,105 direct-to-device satellites (About Amazon)

◾ Report suggests $SPCX heat shields won’t meet rapid-reusability requirements (LinkedIn)

◾ Lockheed Martin $LMT provided bank guarantee for ULA (SpaceNews)

◾ Chinese rocket survives lightning hit at takeoff (Space.com)

◾TenX Protocols $TNX FY’26: Revenue C$142.8K | Net loss C$17.9M (Newsfile)

◾ Samsung Electronics $SSNLF Q2’26: Revenue ₩171.5T +130% y/y | Op income ₩89.5T +1,814% y/y | Net income ₩71.3T | EBITDA margin 59% (Samsung)

◾ Microsoft $MSFT Q4’26: Revenue $90.0B +18% y/y | Op income $40.6B +18% y/y | Net income $35.8B +31% y/y (Microsoft)

◾ Meta Platforms $META Q2’26: Revenue $60.8B +28% y/y | Op income $18.8B -8% y/y | Net income $15.8B -14% y/y (Meta)

◾ SK hynix $SKHY Q2’26: Revenue ₩79.3T +257% y/y | Op income ₩60.5T +557% y/y | Net income ₩93.9T +1242% y/y (SK hynix)

◾ Boeing $BA Q2’26: Revenue $24.6B +8% y/y | Op income $156M | Net loss $428M (Boeing)

◾ Airbus $EADSY Q2’26: Revenue €20.5B +28% y/y | Op income €2.5B +120% y/y | Net income €1.7B +126% y/y | EBIT Adjusted of €2,427M (+54% y/y) (Airbus)

◾ Visa $V Q3’26: Revenue $11.6B +14% y/y | Op income $6.9B | Net income $5.6B +7% y/y (Visa)

◾ Qualcomm $QCOM Q3’26: Revenue $9.9B -4% y/y | Op income $1.6B | Net income $2.0B -25% y/y (SEC Filing)

◾ PayPal $PYPL Q2’26: Revenue $8.7B +5% y/y | Op income $1.4B -5% y/y | Net income $1.1B -12% y/y (PayPal)

◾ Robinhood $HOOD Q2’26: Revenue $1.3B +32% y/y | Net income $573M +48% y/y | aEBITDA $741M +35% y/y (Robinhood)

◾ Arm Holdings $ARM Q1’27: Revenue $1.3B +22% y/y | Op income $91M -20% y/y | Net income $270M +108% y/y (Arm)

◾ KRAFTON Q2’26: Revenue ₩1.3T +94.9% y/y | Op income ₩410.9B +67.0% y/y | Net loss ₩29.9B | aEBITDA ₩478.5B (KRAFTON)

◾ Ubisoft $UBSFY Q1’27: Revenue €268.2M -13.7% y/y (Ubisoft)

◾ Core Scientific $CORZ Q2’26: Revenue $164.2M | Op loss $78.5M | Net loss $1.2B | aEBITDA $41.1M (Core Scientific)

SOL Strategies’ $STKE Houdini swap posted $1.1MM CAD revenue and 60%+ EBITDA margin in its first month (Newsfilecorp)

◾ Memory chipmaker CXMT becomes China’s most valuable China-listed company after 466% IPO surge (CNBC)

◾ OpenAI’s annualized recurring revenue in July exceeded the entire second quarter (CNBC)

◾ Nvidia’s $750 Billion in Deals Reignite Circular AI Fears (Bloomberg)

Sam Altman - How to Make an Abundant Future (Invest Like the Best)

◾ Silicon Valley Splits Over Closing the Borders to Chinese A.I. (NYTimes)

◾ China’s commercial space boom poses strategic challenge for the US (FT)

◾ Elon Musk’s Boring Company Eyes $20 Billion Valuation in New Funding Round (WSJ)

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