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24H Liquidation
BTC ETF 7D net inflow
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ETH 7D Inflation Rate
Crypto Index
According to BlockBeats, on August 5th, news that the United States plans to restrict imports of optical components for Chinese AI data centers is becoming a new trading theme in the optical module sector.
US stocks reacted first overnight. Stimulated by related news, optical communication stocks such as Marvell, Coherent, Lumentum, Applied Optoelectronics, and Corning collectively surged, with funds rapidly flowing into the US optical communication supply chain. A-share optical module chain stocks, however, faced downward pressure today, with North American AI supply chain-related stocks such as InnoLight Technology, NewEasy, and Tianfu Communication becoming the focus of market attention.
Wall Street opinions are beginning to diverge. Morgan Stanley and Citigroup both released quick reviews on August 4, but their focuses differed.
Morgan Stanley emphasizes the positive impact on the US optical communications supply chain. They believe that if the US ultimately restricts Chinese optical transceivers from entering the AI data center supply chain, non-Chinese suppliers will have the opportunity to shift market share, with Coherent being the clearest beneficiary. AAOI and Fabrinet are also expected to absorb some of the incremental demand. Lumentum's logic is relatively indirect, mainly stemming from the possibility that the tight supply cycle for EML lasers may be prolonged, potentially postponing previous market concerns about supply easing and profit margin peaking pressure.
However, Morgan Stanley also acknowledges that enforcing the ban will be very difficult. Currently, non-Chinese suppliers lack sufficient production capacity to meet the capital expenditure needs of AI, and key materials such as upstream InP substrates still rely on Chinese supply chains. If the US restricts Chinese optical modules, China may retaliate in key materials sectors. Morgan Stanley even mentioned that one potential solution might be for Chinese cloud vendors to increase their purchases of US optical communication components.
Citigroup's assessment is more cautious. They believe this potential ban is unlikely to become a simple, clear rule. Seven of the world's top ten optical transceiver companies are Chinese, supplying over 50% of the high-speed optical modules to major US cloud vendors; meanwhile, the AI optical module supply chain remains tight, with Chinese manufacturers holding advantages in cost, product iteration, and delivery capabilities. Citigroup anticipates that, given the current supply and demand constraints, the policy will likely include some exemptions.
Citigroup ranks the impact on Chinese companies as follows: Tianfu Communication is most indirectly affected, Dongshan Precision is in the middle, and Xin Yisheng is more directly affected due to its business nature. Tianfu Communication is mainly a passive component supplier, with direct customers being overseas optical module companies, so the short-term impact is manageable; Xin Yisheng, on the other hand, has an overseas capacity buffer because approximately 88% of its revenue will come from Thailand in 2025. What really needs to be watched out for is whether US policies will further cover the production capacity of Chinese-backed companies in third countries.
This also explains the market split: expectations of order transfers in US stock trading, and compliance risks and valuation discounts for North American clients trading A-shares.
Based on the two reports, the current consensus on Wall Street is clear: if the ban is implemented, it will be beneficial for the short-term valuation repricing of the US optical communication chain. The disagreement lies in whether the order migration can proceed smoothly. AI data center construction is still accelerating, and cloud vendors need a stable, low-cost, and high-speed delivery supply chain. Policy can change expectations, but production capacity, certification, yield, and material supply will determine the final outcome.
For the optical module sector, the market is now focusing not only on the title of the ban, but also on three other things: whether the final rule will cover third-party domestic production, whether North American cloud vendors will reallocate orders, and whether overseas factories of Chinese suppliers can continue to act as a buffer.
BlockBeats reported on August 5th that SlowMist detected a large-scale npm supply chain attack affecting the Keyv/Cacheable ecosystem. The attackers have released over 2000 malware package versions within the relevant ecosystem, including [email protected].
Keyv is a widely used key-value storage abstraction layer that supports backends such as Redis, SQLite, PostgreSQL, and MongoDB. With approximately 127 million downloads per week, it may pose a significant risk to the downstream supply chain.
This attack method is highly similar to the previous Shai-Hulud npm worm campaign, demonstrating strong automation and spread capabilities. Potential behaviors include stealing credentials, leaking environment variables, disclosing CI/CD keys, remotely delivering payloads, and lateral propagation through infected development environments.
It is recommended that the security team immediately identify and remove the affected version, upgrade to a verified secure version, check dependency lock files and build logs, monitor abnormal external links, and rotate potentially exposed credentials; if the environment is suspected of being compromised, it should be rebuilt from a trusted source.
According to BlockBeats, Farside reported on August 5th that the US spot Bitcoin ETF saw a net inflow of $211.5 million, while the spot Ethereum ETF saw a net inflow of $53.1 million.
BlockBeats reported on August 5th that despite repeated denials from Iranian officials, US President Trump stated that Washington and Iran were having "very good discussions." "We're having very good discussions. It's a little unsettling that they won't admit it," Trump said in an interview with Fox News. "The only thing that matters is action. They want to make a deal, and we'll see. If they don't end up making a deal, that's going to be terrible," he added. (Jinshi)
Top Funding Rate
PF_ORCAUSD | 2.0260%4h |
PF_CSPRUSD | 1.2356%4h |
LRC_USDT_SWAP | 0.3750%8h |
PF_KSMUSD | 0.2730%4h |
BABAUSDT | 0.2425%8h |
Long/Short Ratio
BTC | 0.98 | |
ETH | 0.96 | |
SOL | 1.12 | |
XRP | 0.93 | |
DOGE | 0.93 |
Global Index
ChainData
# | Name | Price | Change(24H) | Change(7D) | Market | Trading Volume/Amount | Circulating Supply | 7D Price Trend | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $64177.1 | +0.59% | +0.35% | $1,287.67B | $16.4B 256.14KBTC | ![]() 95.6% | |||
2 | ETH Ethereum | $1867.4 | +0.13% | -2.23% | $225.4B | $29.72B 3.58METH | ![]() ∞ | |||
3 | USDT Tether | $1 | +0.09% | +0.09% | $182.81B | $647.42M 659.12MUSDT | ![]() ∞ | |||
4 | BNB Binance ... | $599.1 | +1.35% | +5.01% | $79.9B | $888.86M 1.49MBNB | ![]() 66.6% | |||
5 | USDC USD Coin | $1.0006 | -0.01% | -0.05% | $72.23B | $6.11B 6.11BUSDC | ![]() ∞ | |||
6 | XRP Ripple | $1.0675 | -0.94% | -1.04% | $66.77B | $1.81B 1.62BXRP | ![]() 62.5% | |||
7 | SOL Solana | $73.78 | +0.10% | +0.16% | $42.89B | $2.24B 22.17MSOL | ![]() ∞ | |||
8 | TRX TRON | $0.3267 | -0.66% | +0.51% | $30.93B | $369.14M 1.12BTRX | ![]() ∞ | |||
9 | GDT Golden D... | $0.2298 | -0.08% | -0.08% | $22.91B | $19,766.42 86.06KGDT | ![]() 100% | |||
10 | STETH Lido Sta... | $1865.74 | -0.03% | -2.77% | $17.51B | $1.25M 665.63STETH | ![]() ∞ | |||
11 | HYPE Hyperliq... | $56.019 | +3.33% | +2.46% | $12.46B | $139.39M 2.51MHYPE | ![]() 22.2% | |||
12 | DOGE Dogecoin | $0.06977 | -0.76% | -1.47% | $10.3B | $1.34B 18.56BDOGE | ![]() ∞ | |||
13 | USDS USDS Sta... | $1.0007 | -0.03% | -0.04% | $9.84B | $692,911.6 693.00KUSDS | ![]() ∞ | |||
14 | LEO UNUS SED... | $9.749 | -0.67% | -0.02% | $8.98B | $1.99M 204.14KLEO | ![]() ∞ | |||
15 | ZEC Zcash | $513.39 | +5.85% | +11.04% | $8.58B | $230.89M 460.36KZEC | ![]() 79.9% | |||
16 | WBTC Wrapped ... | $64021.8 | +0.47% | +0.05% | $7.45B | $9.41M 146.84WBTC | ![]() ∞ | |||
17 | ADA Cardano | $0.1903 | -3.36% | +14.63% | $7.12B | $1.75B 1.51BADA | ![]() 83% | |||
18 | WBETH Wrapped ... | $2059.1 | +0.21% | -2.18% | $6.93B | $3.32M 1.61KWBETH | ![]() ∞ | |||
19 | XMR Monero | $355.72 | -1.92% | +3% | $6.68B | $74.52M 208.87KXMR | ![]() ∞ | |||
20 | WBT WhiteBIT... | $55.45 | +0.61% | -0.83% | $6.54B | $41.51M 746.43KWBT | ![]() 29.5% | |||
21 | LINK ChainLin... | $8.125 | -0.90% | -3.61% | $6.08B | $386.23M 47.46MLINK | ![]() 74.8% | |||
22 | XLM Stellar | $0.167 | -2.41% | -4.08% | $5.73B | $127.59M 762.52MXLM | ![]() 68.6% | |||
23 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.59B | $255,629.11 256.19KDAI | ![]() ∞ | |||
24 | WETH wETH | $1866.34 | +0.12% | -2.23% | $4.26B | $6.61M 3.54KWETH | ![]() ∞ | |||
25 | BCH Bitcoin ... | $211.1 | -1.04% | -1.64% | $4.24B | $964.77M 2.07MBCH | ![]() 95.6% | |||
26 | GRAM Gram (pr... | $1.388 | -0.72% | -3.95% | $3.8B | $38.96M 28.08MGRAM | ![]() ∞ | |||
27 | TON Toncoin | $1.67 | +0.00% | +0.00% | $3.72B | $4.63M 2.77MTON | ![]() ∞ | |||
28 | LTC Litecoin | $44.82 | +1.01% | -3.03% | $3.47B | $813.76M 6.05MLTC | ![]() 92.2% | |||
29 | USD1 World Li... | $1 | +0.02% | +0.02% | $2.99B | $260.61M 260.59MUSD1 | ![]() 100% | |||
30 | HBAR Hedera | $0.06906 | -3.05% | +0.10% | $2.94B | $31.44M 452.07MHBAR | ![]() 85% | |||
31 | SHIB Shiba In... | $0.0{5}4917 | -1.66% | +5.90% | $2.9B | $134.98M 27.40TSHIB | ![]() 100% | |||
32 | AVAX Avalanch... | $6.629 | -3.54% | +1.90% | $2.86B | $272.03M 29.97MAVAX | ![]() 60% | |||
33 | SUI Sui | $0.6889 | -0.98% | -0.08% | $2.81B | $338.89M 475.25MSUI | ![]() 40.7% | |||
34 | PYUSD PayPal U... | $1.0005 | -0.01% | -0.03% | $2.75B | $7.62M 7.62MPYUSD | ![]() ∞ | |||
35 | CRO Cronos | $0.05416 | -1.75% | -2.35% | $2.56B | $1.74B 96.11MCRO | ![]() 47.3% | |||
36 | XAUT Tether G... | $4111.4 | +1.72% | +2.18% | $2.52B | $138.86M 33.17KXAUT | ![]() ∞ | |||
37 | UNI Uniswap | $3.922 | +2.53% | +2.61% | $2.45B | $2.1B 534.70MUNI | ![]() 62.5% | |||
38 | NEAR NEAR Pro... | $1.701 | -3.58% | +4.22% | $2.22B | $761.93M 447.22MNEAR | ![]() ∞ | |||
39 | TAO Bittenso... | $197.6 | +3.40% | +0.45% | $2.21B | $97.33M 495.81KTAO | ![]() 53.3% | |||
40 | ONDO Ondo | $0.3765 | +1.15% | -6.35% | $1.83B | $77.12M 209.77MONDO | ![]() 48.7% | |||
41 | PAXG PAX Gold | $4122.3 | +1.76% | +2.36% | $1.82B | $82.71M 20.20KPAXG | ![]() ∞ | |||
42 | OKB OKB | $86.34 | -0.04% | +1.48% | $1.81B | $64.16M 739.86KOKB | ![]() 100% | |||
43 | SDG ShineDog... | $1.66 | +0.60% | +10.66% | $1.66B | $15,329.55 9.26KSDG | ![]() 100% | |||
44 | HTX HTX DAO | $0.0{5}1793 | -10.34% | +0.75% | $1.61B | $47.38M 26.30THTX | ![]() 89.8% | |||
45 | M MemeCore | $1.1966 | +2.29% | +6.45% | $1.59B | $4.22M 3.53MM | ![]() 13.3% | |||
46 | USDD Decentra... | $0.9985 | -0.03% | -0.02% | $1.58B | $1.49M 1.49MUSDD | ![]() ∞ | |||
47 | WLFI World Li... | $0.05453 | -0.43% | +0.05% | $1.49B | $14.69M 268.89MWLFI | ![]() 27.3% | |||
48 | DOT Polkadot | $0.8461 | +0.73% | +10.87% | $1.44B | $99.16M 117.18MDOT | ![]() 80.8% | |||
49 | USDF Falcon U... | $0.996 | -0.02% | -0.02% | $1.42B | $163,572.68 164.22KUSDF | ![]() ∞ | |||
50 | AAVE Aave | $90.98 | -1.56% | -8.99% | $1.4B | $842.14M 9.24MAAVE | ![]() 96.4% | |||
51 | JLP Jupiter ... | $3.5922 | +0.38% | +0.29% | $1.34B | $2,649.66 738.78JLP | ![]() ∞ | |||
52 | MNT Mantle | $0.4006 | +0.80% | -0.58% | $1.32B | $6.81M 17.04MMNT | ![]() 53.1% | |||
53 | BFUSD BFUSD | $0.999 | -0.04% | -0.05% | $1.32B | $3.25M 3.25MBFUSD | ![]() ∞ | |||
54 | SKY Sky Prot... | $0.05582 | -0.63% | -2.98% | $1.31B | $9.2M 164.59MSKY | ![]() 99.7% | |||
55 | MCS Money Co... | $0.2527 | +0.00% | +0.00% | $1.26B | $0 0.00MCS | ![]() 100% | |||
56 | RUBX RUBx | $0.01237 | +0.00% | +0.00% | $1.24B | $0 0.00RUBX | ![]() 100% | |||
57 | PEPE Pepe | $0.0{5}2849 | -5.04% | +2.15% | $1.2B | $265.94M 92.78TPEPE | ![]() 100% | |||
58 | ICP Internet... | $2.09 | -1.37% | -0.81% | $1.16B | $20.3M 9.69MICP | ![]() ∞ | |||
59 | WLD Worldcoi... | $0.3204 | -2.47% | +4.60% | $1.15B | $1.59B 4.96BWLD | ![]() 35.8% | |||
60 | BGB Bitget T... | $1.6291 | +0.68% | -1.73% | $1.14B | $12.67M 7.85MBGB | ![]() 35% | |||
61 | U United S... | $1.0002 | -0.02% | -0.07% | $1.11B | $57.4M 57.39MU | ![]() ∞ | |||
62 | USDGO USDGO | $1.0008 | -0.02% | -0.04% | $1.11B | $3.45M 3.44MUSDGO | ![]() ∞ | |||
63 | WBNB Wrapped ... | $598.9841 | +1.45% | +4.97% | $1.05B | $4.17M 6.96KWBNB | ![]() ∞ | |||
64 | ETC Ethereum... | $6.526 | -1.34% | -2.46% | $1.03B | $105.94M 16.10METC | ![]() 74.9% | |||
65 | ASTER Aster | $0.6072 | -0.10% | -1.59% | $1.01B | $28.36M 46.70MASTER | ![]() 20.7% | |||
66 | PUMP Pump.fun | $0.002415 | +10.47% | +23.21% | $956.05M | $99.68M 42.09BPUMP | ![]() 39.5% | |||
67 | PI Pi Netwo... | $0.08454 | +1.85% | +9.11% | $926.87M | $3.95M 47.31MPI | ![]() 11% | |||
68 | KCS KuCoin T... | $6.553 | +1.26% | -2.49% | $892.86M | $5.69M 875.20KKCS | ![]() 68.6% | |||
69 | ENA ENA | $0.09018 | -1.63% | +9.85% | $885.4M | $191.48M 2.09BENA | ![]() 65.5% | |||
70 | QNT Quant | $60.3 | +0.36% | +0.01% | $877.16M | $2.99M 49.59KQNT | ![]() 99.5% | |||
71 | JST JUST GOV | $0.1057 | -0.39% | +4.70% | $865.68M | $16.54M 156.07MJST | ![]() 82.7% | |||
72 | ALGO Algorand | $0.09004 | +1.14% | +12.94% | $809.63M | $140.45M 200.08MALGO | ![]() 89.7% | |||
73 | POL POL (ex-... | $0.07465 | +2.07% | +4.43% | $798.64M | $20.23M 271.32MPOL | ![]() ∞ | |||
74 | BEAT Audiera | $2.543 | -13.39% | -25.63% | $783.93M | $18.98M 7.12MBEAT | ![]() 30.9% | |||
75 | BNSOL Binance ... | $83 | +0.12% | +0.24% | $750.77M | $335,183.33 4.04KBNSOL | ![]() ∞ | |||
76 | JITOSOL Jito Sta... | $95.65 | +0.26% | +1.02% | $734.1M | $492,167.35 5.16KJITOSOL | ![]() ∞ | |||
77 | KAS Kaspa | $0.02651 | +2.51% | -4.82% | $731.31M | $5.25M 197.96MKAS | ![]() 96.2% | |||
78 | NEXO Nexo | $0.7207 | -0.93% | -0.60% | $721.15M | $1.77M 2.46MNEXO | ![]() 100% | |||
79 | ATOM Cosmos | $1.358 | -1.03% | +4.86% | $711.1M | $435.73M 265.68MATOM | ![]() ∞ | |||
80 | RENDER Render N... | $1.334 | -2.13% | -5.53% | $692.17M | $17.64M 13.12MRENDER | ![]() 80.5% | |||
81 | GT Gatechai... | $6.47 | +0.15% | -1.53% | $688.27M | $967,602.51 149.79KGT | ![]() 74.7% | |||
82 | GFO GoodFund... | $0.06881 | -0.55% | +2.21% | $687M | $21,389.36 309.93KGFO | ![]() 100% | |||
83 | STABLE Stable | $0.03215 | +1.34% | -10.71% | $656.85M | $1.8M 56.50MSTABLE | ![]() ∞ | |||
84 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ![]() ∞ | |||
85 | LSETH Liquid S... | $2097.9 | +0.75% | -1.79% | $639.2M | $9,328.57 4.41LSETH | ![]() ∞ | |||
86 | JUP Jupiter ... | $0.1885 | -2.84% | -1.78% | $598.03M | $10.11M 53.32MJUP | ![]() ∞ | |||
87 | FIL Filecoin | $0.7128 | -0.98% | +2.38% | $580.99M | $98.14M 137.69MFIL | ![]() ∞ | |||
88 | MXN MXN | $0.05609 | +1.20% | +1.59% | $561.3M | $68,349.42 1.23MMXN | ![]() 100% | |||
89 | VVV Venice T... | $0.09558 | +11.89% | +22.82% | $553.46M | $5.22M 446.41KVVV | ![]() ∞ | |||
90 | ARB Arbitrum | $0.08057 | -3.08% | +2.74% | $533.67M | $126.21M 1.56BARB | ![]() 66.1% | |||
91 | XDC XDC Netw... | $0.02655 | +1.88% | -2.29% | $528.8M | $6.37M 240.69MXDC | ![]() ∞ | |||
92 | LIT Lighter | $2.113 | +5.36% | -5.25% | $528.73M | $33.51M 16.20MLIT | ![]() 25% | |||
93 | 币安人生 币安人生 | $0.527 | -3.92% | -15.29% | $527.27M | $8.75M 16.42M币安人生 | ![]() 100% | |||
94 | FLR Flare | $0.006069 | -2.21% | -3.07% | $526.84M | $2.17M 355.09MFLR | ![]() ∞ | |||
95 | TUSD TrueUSD | $0.9962 | -0.03% | -0.08% | $492.64M | $4.76M 4.78MTUSD | ![]() ∞ | |||
96 | INJ Injectiv... | $4.826 | -3.97% | +4.98% | $482.48M | $14.18M 2.91MINJ | ![]() ∞ | |||
97 | METH Mantle S... | $2041.67 | -0.03% | -2.62% | $470.05M | $138,876.92 67.86METH | ![]() ∞ | |||
98 | CAKE PancakeS... | $1.4236 | -0.80% | +2.38% | $457.14M | $11.19M 7.86MCAKE | ![]() 80.5% | |||
99 | VET VeChain | $0.004679 | -1.02% | +3.12% | $400.6M | $2.39M 512.95MVET | ![]() 99.2% | |||
100 | DASH Dash | $31.27 | -0.04% | +0.70% | $399.87M | $20.51M 655.22KDASH | ![]() 67.7% |

























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