[Comparative Daily News Picks] Manus: It will resume operations as an independent company, and some user data will be deleted; Google Gemini app has more than 1 billion monthly active users; Bloomberg: Despite the “Clarity Act” impasse, the US SEC is preparing to announce a major crypto regulation plan; 10x Research: Bitcoin may break its correlation with the S&P 500, and Bitcoin and gold are expected to benefit if employment weakens in summer

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓

AI · Dynamic

[Manus: Will resume operations as an independent company, and some user data will be deleted]

According to Twitter News, on August 11, Manus published “A Letter to Manus Users”. Manus said it will soon resume operating as an independent company as part of resuming independent operations. At the same time, in order to comply with the regulatory requirements of specific jurisdictions, data generated by some users on or after December 29, 2025 will be deleted from 08:00 on August 23 to August 24 (SGT). Affected users can back up data from now until 08:59 (SGT) on August 23, 2026, and restore data from 08:00 (SGT) on August 25, 2026. During this time, unaffected users can use Manus as usual without taking any action.

[Google Gemini app surpasses 1 billion monthly active users]

Compared to Twitter, the Gemini app has over 1 billion monthly active users, making it the fastest growing product in Google's history.

[CoreWeave's revenue doubled in the second quarter, and the stock price surged 12% after the market]

According to news, Coreweave (CRWV.O) rose 12% in post-market trading on Tuesday, after announcing second-quarter revenue of US$2.58 billion, up 112% year on year, exceeding Wall Street expectations, showing that the market's demand for AI computing power is still growing rapidly; net loss is US$626 million, up from US$290 million in the same period last year; currently, order reserves have reached US$104 billion, and the project capacity is 1.5 gigawatts under construction.

CoreWeave is speeding up the expansion of its data center business, competing with cloud computing giants such as Amazon, Google, and Microsoft to compete for the data center market where chips are deployed and can run generative artificial intelligence models. However, CoreWeave is currently unprofitable. By the end of the quarter, the company's balance sheet debt reached $35 billion to cover Nvidia GPU and other equipment procurement costs. This quarter, Meta said it would invest an additional $21 billion into CoreWeave. Additionally, CoreWeave also announced a multi-year cooperation agreement with Anthropic and received $6 billion in committed funding from quantitative trading company Jane Street.

Crypto · Marketplace

[Bloomberg: Despite the “Clarity Act” impasse, the US SEC is preparing to announce a major crypto regulation plan]

Comparative news, according to Bloomberg, the US SEC is preparing to announce a major crypto regulation plan despite the “Clarity Act” impasse.

[CME and Silicon Data plan to launch computing power futures in October]

According to comparative news, the US CME (CME) and Silicon Data have confirmed that they will launch ComputeFutures (ComputeFutures) on October 5 this year. These innovative trading tools will provide hedging and investment tools for businesses that want to control computational costs. The two contracts, Silicon Data H100 Rental Index Futures and Silicon Data B200 Rental Index Futures, will track an index that measures the hourly rental cost of image processors (GPUs). The two new contracts will be listed on CME and are subject to New York Mercantile Exchange (NYMEX) rules, and will not take effect until approved by the Supervisory Authority.

[Polymarket reorganizes team and introduces multiple executives to accelerate compliance and US expansion to welcome the fall forecast market boom]

Comparing news, the prediction market platform Polymarket is undergoing organizational upgrades for the upcoming fall trading peak, preparing for the expansion of the US market by introducing multiple executives, restructuring the marketing system, and strengthening compliance teams. Polymarket recently hired Travis VanderZanden, founder of electric scooter sharing company Bird and a former Uber and Lyft executive, as Chief Growth Officer to be responsible for building the company's growth strategy and marketing system. VanderZanden said the forecasting market is at a critical stage of rapid development, and the company needs to further improve its management team to support long-term growth.

Macro · Organization

[Trump: Iran likes to play tricks, face to face, set behind]

Comparing news, US President Trump recently stated, “If we don't attack Iran, it will acquire nuclear weapons. So, this war is to prevent Iran from possessing nuclear weapons. However, I am dismayed by Iran's negotiation style. Iranians always use tricks, agree at the conference table, then turn around and refuse through the media. Iran's economy is in shambles.” Referring to oil prices, Trump said, “Oil prices are even lower than during Biden's administration.”

[10x Research: Bitcoin may break its correlation with the S&P 500. Bitcoin and gold are expected to benefit if employment weakens in summer]

Comparative news, according to 10x Research analysis, Bitcoin may be decoupling from the correlation with the S&P 500. If the Federal Reserve cuts interest rates in September due to weakening summer employment, Bitcoin is expected to become the main beneficiary along with gold. According to the analysis, after the FOMC meeting at the end of July 2026, bond traders were once convinced that the Federal Reserve would raise interest rates in September. Market pricing implied two interest rate hikes before the end of the year, but the agency believed that the four voters who preferred to maintain interest rates in July suddenly turned too high within six weeks.

More importantly, seasonal factors. The labor market's historically weak summer performance drove interest rate cuts in September 2024 and September 2025. With the end of the World Cup, similar weakening employment may force bond market traders to re-evaluate interest rate hike expectations. Gold and Bitcoin are expected to benefit at that time.

This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

Twitter:https://twitter.com/BitpushNewsCN

Compare the TG exchange group:https://t.me/BitPushCommunity

Compare TG subscriptions:https://t.me/bitpush