Foresight says the capital structure behind AI infrastructure is changing fast. The AI-related capex of the top five cloud providers rose from 20%–30% of operating cash flow in 2020–2023 to nearly 94% in 2025, with confirmed 2026 capex already above $700 billion. The article argues that take-or-pay contracts, GPU lending, and rising public-market demand from open-source models are pushing compute toward pricing benchmarks, forwards, and derivatives. It also notes that after DeepSeek V4 launched, H100 rental rates rose about 7.5% within two weeks, while similar strength appeared around the launches of Kimi K3 and GLM 5.2. The larger point is that compute only becomes financialized once enough of it is traded openly, priced repeatedly, and separated from the balance sheets that used to absorb the risk.

A White House crypto gathering set the tone for the day’s market and policy headlines. U.S. President Donald Trump urged Congress to move the CLARITY Act forward, calling it a powerful market-structure bill, while saying Commodity Futures Trading Commission Chair Michael Selig is working to bring Hyperliquid into the U.S. in a fully compliant way. HYPE rose more than 20% over 24 hours following those remarks. The event came ahead of the first meeting of the CFTC’s Innovation Advisory Committee, which is scheduled to cover crypto regulation, AI in trading and compliance, and prediction markets. At the same time, Coinbase said it has integrated Hyperliquid into Base App to offer perpetual futures trading to eligible users with up to 50x leverage in supported jurisdictions. Outside the policy story, VanEck said Bitcoin has triggered eight of its 12 capitulation indicators, suggesting the market is approaching historical bear-market bottom zones, though not necessarily a confirmed bottom. PANews’ daily roundup also highlighted Unitree’s launch of a 7-axis bionic robotic arm starting at 9,900 yuan, fresh ETF flow data, new funding deals across AI infrastructure, and several project updates spanning Berachain, Nethermind, Aligned, Linera and Flop Labs.

BlockBeats reported on Aug. 20 that several tokens moved lower after Binance announced plans to delist them. According to market data from HTX, STORJ fell more than 9% over the past hour and was trading at $0.0375. ICX was down 11%, while SCRT slipped 3% in one hour. SCRT’s 24-hour decline reached 16%. The price moves came after Binance said it would delist STORJ, ICX and SCRT. No other details were provided in the brief market update.

ChainCatcher, citing Binance spot market data, reported sharp moves across several tokens. HOME posted the largest 24-hour decline in the group, down 15.27%. GUN rose 12.5% over the same period and reached a new high for the day. ZAMA moved the other way, falling 7.16% and touching a daily low. WLFI also stood out on the upside, climbing 8.65% and reaching a new high for the week. SCRT, PYR, and BICO were described as showing a rebound after dipping, with gains of 5.18%, 8.16%, and 5.52%, respectively. In another set of moves, FTT was marked by a small five-minute decline of 3.24%, while PIVX was described as pulling back after a rise, with a drop of 9.65%. The figures were attributed to Binance spot data in the ChainCatcher market update.

Applied Materials reported a record FY2026 third quarter, with revenue of $9.115 billion and adjusted earnings per share of $3.50, both above market expectations. Management said the company delivered the highest quarter-over-quarter revenue increase in its history, with semiconductor systems serving as the main engine of growth. Segment results showed semiconductor systems revenue at $7.04 billion, up 26.5% year over year, while Applied Global Services brought in $1.781 billion and other businesses contributed $294 million. Margins also stayed firm. GAAP gross margin came in at 50.3%, while non-GAAP gross margin reached 50.4%, marking the 13th straight quarter of year-over-year gross margin expansion, according to the company. For the next quarter, Applied Materials guided revenue to $9.75 billion-$10.75 billion, with a midpoint of $10.25 billion, and adjusted EPS to $3.82-$4.22, both above consensus estimates. The company also raised its 2026 semiconductor systems revenue outlook, said it expects full-year growth to outpace the broader market, and described 2027 as another year of strong growth. During the quarter, it launched six new process systems targeting DRAM and advanced packaging, added new deposition and etch equipment, expanded advanced cleanroom capacity at its $500 million Tampines campus in Singapore, and brought Broadcom, the University of California, Berkeley, and SCREEN Semiconductor Solutions into its EPIC center partnership network.

Binance said it will remove 20 spot trading pairs and end related Spot Trading Bot services at 11:00 AM on February 6, 2026, citing liquidity, trading volume, and user interest in its review process.

Major cryptocurrencies moved lower over the past 24 hours, with Bitcoin at $90,705.09, Ethereum down 3.3%, and XRP off 5.0%. At the same time, several smaller tokens posted sharp gains against the broader market decline.

Scroll's SCR token has plunged 97% from its all-time high of $1.45 to $0.043, wiping out over 99% of its peak valuation. Airdrop controversy, loss of major app ether.fi, and shrinking liquidity triggered the collapse. The team pivots to real-world finance with Cloak and USX stablecoin.