Crypto Morning Brief: Strategy Sold 1,690 BTC Last Week, Samsung Electronics Confirms Stablecoin Functionality to Be Introduced in Samsung Wallet Within This Year

Author: TechFlow

Yesterday's Market Dynamics

Strategy Sold 1,690 BTC Last Week, Holdings Dropped to 840,447

Strategy sold 1,690 BTC last week, and current holdings dropped to 840,447 BTC.

Crypto Investor Harry Yeh Found Dead After Falling from Luxury Apartment Building in Paraguay, Apartment Ransacked

According to IBTimes, renowned crypto investor Harry Yeh fell to his death from the 30th floor of the Jade Park luxury residential building in Asunción, capital of Paraguay, around 4:30 AM on August 8. His body was found naked and covered with a black plastic bag.

Police subsequently investigated his 30th-floor apartment, finding the door wide open and the interior in chaos, but no one was present. Police also questioned his Brazilian partner Isadora de Proenca Braganholo Carvalho (living on the 27th floor of the same building), who claimed to know nothing about the incident. Currently, police have not publicly accused anyone.

Yeh was an early Bitcoin investor who entered the market in 2013 when BTC price was around 60 USD. He later founded Quantum Fintech Group, self-reporting assets under management exceeding 2.4 billion USD, and was deeply involved in the Fantom ecosystem and DeFi projects, serving as founder and seed investor for projects such as LIF3 and L3 Reserve.

Currently, police have not ruled out any possibilities including accident, suicide, or involvement of others. Forensic autopsy results are expected to provide further clues for the case, and the investigation is ongoing.

Tokens Such as APT, ARB, YZY Will See Large Unlocks This Week

Tokens such as APT, ARB, YZY will see large unlocks this week;

LINEA will unlock on August 10, worth approximately 2.42 million USD, accounting for 3.50% of circulating supply;

IO will unlock on August 11, worth approximately 1.68 million USD, accounting for 3.46% of circulating supply;

LAYER will unlock on August 11, worth approximately 1.62 million USD, accounting for 6.22% of circulating supply;

APT will unlock on August 11, worth approximately 6.66 million USD, accounting for 0.66% of circulating supply;

PEAQ will unlock on August 11, worth approximately 1.50 million USD, accounting for 3.55% of circulating supply;

CHEEL will unlock on August 12, worth approximately 2.24 million USD, accounting for 0.80% of circulating supply;

CYBER will unlock on August 14, worth approximately 1.65 million USD, accounting for 2.76% of circulating supply;

STRK will unlock on August 14, worth approximately 2.98 million USD, accounting for 3.61% of circulating supply;

CONX will unlock on August 14, worth approximately 11.55 million USD, accounting for 1.43% of circulating supply;

SEI will unlock on August 15, worth approximately 3.67 million USD, accounting for 1.42% of circulating supply;

ARB will unlock on August 16, worth approximately 7.20 million USD, accounting for 1.61% of circulating supply;

YZY will unlock on August 16, worth approximately 35.80 million USD, accounting for 22.83% of circulating supply.

ChangXin Technology Responds to Apple Seeking Chip Procurement: Subject to Announcement Disclosure

According to The Wall Street Journal, affected by cost pressures from "Chip Inflation (Chipflation)" triggered by the AI investment boom, Apple is turning its attention to domestic storage semiconductors. In response, relevant personnel from ChangXin Technology's securities department stated: All major cooperation, capacity progress, and other information disclosed externally by the company will be based on company announcements, prospectuses, and subsequent interim reports; regarding DDR6 capacity planning, mass production progress, etc., due to information compliance management requirements, it is temporarily inconvenient to disclose externally. Regarding market rumors, etc., the company will strictly comply with listing information disclosure rules and promote relevant information disclosure work in combination with actual circumstances.

Samsung Electronics Confirms Stablecoin Functionality Will Be Introduced in Samsung Wallet Within This Year

According to Digital Asset, Samsung Electronics confirmed via written response on August 8 that it plans to introduce stablecoin account opening, overseas remittance, and payment functions in Samsung Wallet in certain countries within this year, and will subsequently gradually promote global service expansion based on regulations and market environments of various countries.

GameStop Plans to Withdraw $56 Billion Acquisition Proposal for eBay

It is reported that Cohen, CEO of GameStop (GME.N), is considering withdrawing the acquisition proposal for eBay valued at 56 billion USD.

According to Bitget market data, eBay stock price fell 2.5%, GameStop rose 3.7%

BitMEX Transfers 367 BTC from Cold Wallet to Hot Wallet, Possibly Related to User Withdrawal Processing

According to Onchain Lens monitoring, BitMEX again transferred 367.65 Bitcoins from cold wallet to hot wallet, worth approximately 23.92 million USD at current prices. In the past week, the exchange has conducted similar transfers multiple times, possibly related to processing user withdrawal demands after announcing its closure last month.

Unitree Technology Will Announce Lottery Results on August 12, Winning One Lottery Unit Expected to Require Payment of 75,400 Yuan

According to Unitree Technology's announcement, the online and offline subscription date for Unitree Technology is August 10, and the payment date is August 12. Among them, the online subscription code is "787836", and the securities code and offline subscription code are "688836". After subscription completion on August 10, lottery results will be announced on August 12, which can be queried via broker trading software or the SSE official website. Investors who win the lottery need to complete payment on August 12.

One lottery unit for this online subscription is 500 shares. Market analysis estimates that winning investors will need to pay approximately 75,400 yuan, belonging to new stocks with higher IPO subscription thresholds this year.

FalconX Transfers 120 BTC to Coinbase, Worth Approximately 7.82 Million USD

According to Onchain Lens monitoring, FalconX transferred 120 Bitcoins to Coinbase about 24 minutes ago, worth approximately 7.82 million USD at the price at that time.

Today's Market Conditions

Recommended Reading

New Silicon Valley Mafia: OpenAI and Anthropic Are Mass-Producing Founders

https://www.techflowpost.com/article/33136

OpenAI and Anthropic are becoming the new "Silicon Valley talent incubators". As large model competition enters deep waters, it has become difficult for frontier talents to start businesses by training foundation models alone. Instead, they are beginning to seek opportunities around the next layer of AI demands: AI automated research, trustworthy verification, Agent workflows, security governance, and AI hardware.

Similar to the PayPal Mafia 20 years ago, a batch of researchers and engineers who experienced top AI companies from 0 to 1 are leaving big tech firms, using wealth, experience, and technical accumulation to start businesses again. The difference is that the PayPal Mafia faced an internet infrastructure boom, while this batch of AI entrepreneurs faces a more concentrated era—they are betting not on the models themselves, but on how models truly enter the real world.

But there are also risks behind the opportunities. The AI startup track is rapidly becoming crowded, with capital, talent, and direction highly concentrated; most companies may eventually disappear. At the same time, these startup directions highly depend on the continuous progress of large models. Once model capability growth slows down, part of the commercial space may also be compressed.

However, an obvious trend has emerged: those who understand AI best are leaving the places where models are made to solve the biggest bottlenecks in the AI implementation process. Whoever can solve the problem of "making AI work, verifying AI, constraining AI" may become the winner of the next generation AI era.

Morgan Stanley Research Report Interpretation: Four Major Cloud Vendors 2027 Capital Expenditure Raised Another 20%

https://www.techflowpost.com/article/33135

The four major hyperscale vendors plus SpaceX, total capital expenditure in 2027 will reach 1.15 trillion USD.

This figure is 20% higher than market expectations in July. A 47% year-over-year growth rate means that even in the most optimistic AI narrative, the arms race among cloud giants is still accelerating. But Morgan Stanley believes that what the market truly underestimates is 2028. The 1.15 trillion consensus for 2027 has already caught up; the 11% growth rate expectation for 2028 is the weakest link in the entire prediction curve.

In the weekly report released this week, Morgan Stanley's European Software & Services team redefined the boundaries of computing power investment with a set of data. Why is capital expenditure still going up? The judgment framework given by Morgan Stanley is: the diversification of the model ecosystem is strengthening computing power demand. Closed-source models, open-source weight models, hybrid deployment, more choices mean more demand for computing and storage. Morgan Stanley clearly stated in the report that capital expenditure forecasts for hyperscale vendors will continue to face upward pressure.

Naked Fall of Crypto OG: Harry Yeh's Wealth, Gambles, and Final Early Morning

https://www.techflowpost.com/article/33129

Harry Chun Tak Yeh was an early crypto player, starting with 500 USD worth of Bitcoin. He once became a well-known industry investor through the Fantom ecosystem and DeFi boom, and his fund once claimed to manage over 2.4 billion USD in assets.

In August 2026, he fell to his death in an apartment in Asunción, Paraguay. Abnormal details at the scene triggered external speculation about "wrench attacks", but police currently have not ruled out possibilities such as accident or suicide.

His story reflects another side of the crypto industry: wealth can be written on-chain, but security risks are also exposed. When code becomes increasingly difficult to breach, attack targets are shifting from wallets to the people holding the assets themselves.

Podcast Notes | Dissecting AI Industry Personnel Earthquake: Google DeepMind Changes Leadership, Talent Drain Intensifies, Four of Eight Transformers Have Left

https://www.techflowpost.com/article/33125

This week's review of Limitless Podcast focuses on the heaviest personnel earthquake in the AI industry this week: Google's two Level 11 Senior Fellows (only these two in the whole company) Jeff Dean and Sanjay Ghemawat resigned simultaneously after 27 years of service, and co-founded DiscoveryLoop with Quoc Le and Oriol Vinyals, aiming to turn scientific research itself into an automatically running loop. On the same day, DeepMind CEO Demis Hassabis stepped back to become Chairman, CTO Koray Kavukcuoglu took over daily operations. Google stock price fell about 5% in a single day, market capitalization evaporated about 180 billion USD. The two hosts had obvious disagreements on Google's short-term prospects: EJ is bearish, Josh temporarily maintains bullish.

Another clue is that AI security issues are escalating sharply. Internal test models of Anthropic and OpenAI were successively found to break through sandboxes. Among them, a supply chain attack attempt by Claude and swarm collaboration attack by OpenAI GPT-6 (codename Astra) have already prompted frontier laboratories to actively slow down training pace.