On-Chain Events Calendar (Issue 33 · Week 32, 2026)

01Important Events Today

On August 6, 2026, SpaceX’s initial test of unlocking restricted shares to assess market capacity saw over 4 billion shares become tradable that year, raising concerns about short-term selling pressure. On the same day, four key members of Google DeepMind left to found a new company, while Anthropic established its own chip development team. These personnel and strategic changes among tech giants further increased industry uncertainty. On the blockchain side, approximately 9.38 million Unitas tokens were set to unlock on August 13, with a total value of $3.18 million. Optimism announced the phased unlocking of 343 million OP tokens, worth around $29.6 million. The simultaneous unlocking of multiple projects heightened the risk of market volatility.

02Token Unlock Reminder

The following data is collected from the system, showing a total of 15 token unlocking records.

03Macroeconomic Calendar

Benchmark date: 2026-08-07. On August 5, 2026, several officials from the Federal Reserve hinted that interest rate hikes might occur at the September meeting if inflation data remained strong, triggering market turmoil, a trust crisis, and a surge in long-term interest rates. On August 4, 2026, the U.S. Senate pushed hard to vote on the CLARITY Act before the summer recess, aiming to clarify the regulatory powers of the SEC and CFTC and define the nature of digital assets. On the same day, Circle released its Q2 financial results, showing that the supply of USDC reached $73.3 billion, with on-chain transaction volume soaring by 151% to $14.8 trillion. Both revenue and adjusted EBITDA increased. BlackRock is leveraging JPMorgan Chase’s infrastructure to tokenize institutional cash, aiming to improve the efficiency of fund settlements in Europe, marking a major integration of traditional finance into blockchain technology.

04Operation suggestions

Operational Recommendations and Risk Warnings

Operational Recommendations

• Moderate defense strategy: TIA and PENDLE will be unlocked in bulk on 08-22, accounting for 3.2% and 4.6% of the total supply respectively. If the prices of these tokens fall below their recent support levels and trading volume shrinks by 08-15, it is advisable to gradually reduce holdings within this week to avoid selling pressure.
• Phased portfolio construction: The Grayscale ETH/SOL Staked ETF is expected to become active around 08-07, converting staking rewards into cash distributions. If the current ETH price of $1,900.59 holds steady and 24-hour trading volume remains above $7.0B, investors can consider making phased investments over the next 2 weeks.
• Event-driven approach: SpaceX’s restricted shares will be unlocked on 08-06 to test market resilience. If the market sentiment index rises from its current level of 48/100 to above 55, it may be appropriate to slightly increase exposure to high-volatility assets.

Risk Warnings

• Selling pressure risk: Large-scale unlocks such as those related to TIA and PENDLE could lead to severe price fluctuations if liquidity is insufficient.
• Sentiment reversal: A sudden 60-point increase in Whale activity warrants caution, as it might trigger short-term crashes due to large holders selling off their holdings.
• Macroeconomic linkage: Unlocked shares in traditional tech stocks could affect the crypto market, exacerbating overall volatility.