BlockBeats reported on August 4th, citing Reuters, that a senior Iranian source stated that the provisional plan for the Strait of Hormuz, discussed with Oman, would grant Tehran complete control over inbound shipping. Outbound shipping through the Strait of Hormuz would utilize the route between Iran and Oman.

According to BlockBeats, on August 4th, OnchainLens monitoring revealed that over 5,200 addresses were affected by the Coldcard wallet vulnerability, resulting in the theft of approximately 1,816 bitcoins (about $114 million). The confirmed losses from the first to third waves of attacks totaled 1,367.05 bitcoins (about $88.6 million).

The fourth wave of attacks, using a matching pattern, resulted in 462 suspected victims losing 388.93 bitcoins. On-chain data is currently being used to identify the relevant attack cluster, but the attackers have not yet transferred the stolen funds. This attack cluster remains active, with its latest transaction record dating back only a few minutes.

According to BlockBeats, on August 4th, SK Hynix and SanDisk released the first standard specification for HBF (High Bandwidth Flash) through OCP, and showcased related AI memory solutions at FMS 2026 in Santa Clara, California.

HBF is positioned as a new storage layer between HBM and SSD. According to SK Hynix, HBF aims to provide larger capacities using NAND technology while achieving near-HBM high-speed data transfer capabilities to address the "memory wall" caused by the expansion of AI inference. The initial standard covers capacities up to 512GB, based on 8-layer and 16-layer NAND die stacking, with bandwidth divided into three levels, ranging from approximately 0.4TB/s to 3.0TB/s. For interconnect, it adopts UCIe, meaning it can be more flexibly integrated with processors such as GPUs and CPUs in the future.

This release comes amid significant volatility in memory stocks. AI storage transactions cooled sharply in July, with Barron's reporting that SanDisk and Micron fell by approximately 47% and 29% respectively that month, and the Roundhill Memory ETF dropped by about 32%. However, sentiment towards chip stocks began to recover in August, with the PHLX Semiconductor Index rising over 1% on Monday, Nvidia gaining nearly 3%, and Micron and SanDisk also rebounding. The market is simultaneously concerned about overheated valuations and continues to look for evidence that demand for AI infrastructure has not cooled.

From this perspective, the significance of the HBF standard goes beyond just a new product launch. It points to the next stage of AI infrastructure: computing clusters will no longer solely compete on the number of GPUs; memory bandwidth, capacity, energy consumption, and data transfer efficiency will also become bottlenecks in system performance. SK Hynix and SanDisk's decision to disclose the standard through OCP is also an effort to promote HBF as an open ecosystem, rather than a single vendor's specification. Google and Tensorrent have already joined the HBF alliance, and SK Hynix will also discuss with Google DeepMind and SanDisk during FMS how to use HBF to overcome memory bottlenecks.

The press release also revealed that SK Hynix publicly showcased its 10th-generation 375-layer 4D NAND wafers and products for the first time, claiming a 2.5x improvement in performance per watt compared to the previous generation, and plans to mass-produce high-performance, high-capacity eSSDs based on this technology early next year. This provides new fundamental support for enterprise-grade SSDs, NAND price increases, and AI data center storage demand, which have been repeatedly priced in by traders recently.

According to BlockBeats, on August 4th, U.S. Democratic Senator Elizabeth Warren and Connecticut Senator Richard Blumenthal jointly wrote to the SEC Chairman on Monday, requesting an investigation into Trump's Meme coin, Trump, "to determine whether the coin facilitated any illegal fraud or illicit profit-making." Warren and Blumenthal stated in the letter: "We are concerned that President Trump's Meme coin project may constitute an illegal scam." Trump launched the Meme coin days before his January 2025 inauguration. 80% of it is held by entities affiliated with the Trump Organization, and its peak valuation was approximately $9 billion, now less than $400 million. According to data from the crypto analytics platform Nansen, nearly one million investors have lost money on the coin, with total losses reaching $3.8 billion as of the end of June.

The letter links the Meme coin Trump to a Rug Pull, pointing out that it is a "soft Rug Pull" with its market capitalization support gradually waning rather than collapsing all at once.