[Comparative Daily News Picks] DeepSeek plans to increase API service pricing; Nvidia is reportedly considering lowering the memory capacity of Rubin Ultra chips; the Coinbase Bitcoin Premium Index has had a negative premium for 80 consecutive days, setting the longest “negative” record; data: RWA deposits soared to US$7.4 billion, tripling year-on-year, and DeFi TVL shrinks by nearly 15%; Trump announced additional tariffs on polysilicon and derivatives

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AI · Dynamic

[DeepSeek plans to increase API service pricing]

Comparing the news, DeepSeek issued an announcement stating, “We plan to increase the overall pricing of the DeepSeek API service in the near future. The increase is expected to be significant. Please make reasonable arrangements for your use. The specific plan is subject to the official notice.”

[Nvidia is reportedly considering lowering the memory capacity of Rubin Ultra chips]

Comparatively, according to “The Information”, Nvidia (NVDA.O) is considering a major measure to deal with the shortage of high-end high-bandwidth memory chips. Nvidia is considering using a lower graphics memory configuration than originally planned for the next generation Rubin Ultra graphics processor. People familiar with the matter revealed that Nvidia has tested at least three versions of Rubin Ultra video cards in the past few weeks, and some versions have lower memory than the specifications initially announced. Part of the reason for this adjustment is that it may not be able to obtain enough high-end memory to meet the supply requirements of the original design. Reduced video memory will have an impact on chip performance, but Nvidia can make up for it in other ways. However, if other artificial intelligence companies use this reduced video memory chip to run large-scale AI models, they will need to use more chips than the original one.

[Yushu Technology: Determined the issuance price of 150.80 yuan/share]

Comparative news, according to Yushu Technology's announcement, the issuer and sponsor (lead underwriter) comprehensively assessed the company's reasonable investment value, the valuation level of listed companies in the same industry, and the second-level market valuation level of the affiliated industry, and fully took into account factors such as the effective subscription ratio, market conditions, capital raising requirements and underwriting risks of offline investors, and determined the issuance price was 150.80 yuan/share. The offline offering was no longer subject to cumulative bidding inquiries. Investors are requested to purchase online and offline on August 10, 2026 (T-day) at this price. No subscription funds are required at the time of purchase.

[Alphabet's hyperscale bond issuance receives $115 billion order]

In comparison, Alphabet (GOOG.O) received an order of about 115 billion US dollars in the latest round of hyperscale bond issuance, indicating that investors have regained interest in debt related to the AI boom after the recent sell-off. According to people familiar with the matter, this bond issuance attracted four times more demand than the expected maximum issuance of 25 billion US dollars. This demand exceeds the subscription scale obtained by companies such as Amazon and SpaceX recently issued other AI-related bonds. Alphabet's current bond issuance provided investors with relatively high issuance benefits to attract demand.

Crypto · Marketplace

[The Coinbase Bitcoin Premium Index has had negative premiums for 80 consecutive days, setting the longest “consecutive negative” record]

Comparatively, according to Coinglass data, the Coinbase Bitcoin Premium Index has been in a negative premium range for 80 consecutive days (May 19 to date), with the latest value of -0.0978%. Historical data shows that long-term negative premiums often accompany the exit of US institutional capital, so we need to be wary of short-term pullback pressure.

Previously, the index had a negative premium for 40 consecutive days from January 16 to February 24 this year, setting a record for the longest “consecutive negative” since the launch of the indicator, exceeding the number of consecutive days of negative premiums for about 30 days during the “1011 crash”.

[Bloomberg: Wintermute will trade commodities, crypto ETFs, and tokenized stocks after approval]

According to Bloomberg, cryptocurrency market maker Wintermute plans to expand its business into commodities, cryptocurrency ETFs, and tokenized stock trading after receiving regulatory approval.

Wintermute is currently one of the world's largest crypto liquidity providers, and this expansion marks an extension of its strategy from pure crypto assets to the intersection of traditional finance and digital assets. If approved, the company will be able to provide customers with a wider range of asset class trading services and further open up the liquidity connection between traditional financial markets and the blockchain ecosystem.

[Data: RWA deposits soared to $7.4 billion, tripling year-on-year, and DeFi TVL shrank by nearly 15%]

In comparison, according to reports from CoinShares and Token Terminal, as of Q2 2026, tokenized real asset (RWA) deposits on lending platforms and DEX reached 7.4 billion US dollars, more than tripling the 2.3 billion US dollars in the same period in 2025. Over the same period, the total amount of DeFi deposits dropped by about 15%. The growth was almost entirely driven by traditional financial products, including tokenized treasury bonds, gold tokens (such as XAUT, PAXG), and private equity loans. DEX spot trading volume fell 70%, but RWA trading volume bucked the trend and surged 220%. Ethereum accounts for nearly 70% of RWA deposits.

Macro · Organization

[Trump Announces Additional Tariffs on Polysilicon and Its Derivatives]

Comparative news is that on August 6, local time, US President Trump signed an executive order to adopt minimum import prices and additional tariff measures on imported polysilicon and its derivatives in accordance with section 232 of the 1962 Trade Expansion Act to support the US domestic polysilicon, semiconductor, and solar energy supply chain.

According to the announcement, the minimum import prices are: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules. Meanwhile, the US will impose 15% ad valorem tariffs on polysilicon ingots and related derivatives listed in the annexes to the announcement. The relevant measures will take effect on December 4, 2026 at 12:01 a.m. EST. The announcement also authorized the Department of Commerce to establish a “return to America” incentive program. Companies that promise to build, refurbish, or expand polysilicon, silicon ingots, wafers, or solar cell production facilities in the US and start construction before January 20, 2029 can apply for exemption from Section 232 tariffs on some imported equipment and related products. (CCTV News)

[Financial Times: Walsh insists on prudent market guidelines, if inflation is strong, may consider raising interest rates in September]

Comparative news, according to the British Financial Times, even after deciding not to reveal too many details of interest rate strategies, leading to a sharp sell-off of treasury bonds, Federal Reserve Chairman Walsh maintained his consistent style of simple communication. People close to Walsh said he admitted that he made some mistakes during his first 10 weeks in charge of the world's most important central bank, including failure to reinforce its key message on price stability and causing confusion about whether his long-term plan to reform the Federal Reserve will affect recent policy decisions. But they insist that these mistakes are not sufficient reason to reverse Walsh's plan to reform the Federal Reserve.

People familiar with the matter also revealed that if the inflation data released in the next few weeks is strong and the market's expectations of rising borrowing costs also rise, Walsh is preparing to raise interest rates at the September meeting. People familiar with the matter added that although the Federal Reserve Chairman proposed the possibility of reducing the central bank's $6.7 trillion balance sheet to tighten monetary policy, interest rates are currently still the main tool — to be used at upcoming meetings if needed.

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