News linked to this event type.
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
“1011 内幕巨鲸”代理人 Garrett Jin 发布最新市场策略更新周报，分析近期韩国半导体、黄金、比特币及 SpaceX 等资产走势。 在韩国市场方面，Garrett Jin 表示仍在等待 SK 海力士回落至关键支撑区域后重新布局，韩国股市当前仍处于宽幅震荡阶段，而非新一轮趋势行情。海外资金此前的短线交易尚未转化为长期配置，同时杠杆 ETF 带来的压力仍在影响市场。 在宏观资产方面，黄金近期涨幅超预期，主要受美元走弱预期、美国就业数据疲软以及市场降低加息预期推动。不过短期黄金走势已偏拥挤，回调可能提供下一轮加仓机会。相比之下，比特币表现相对疲弱，目前在约 6.36 万美元附近震荡，仍受 62500 美元支撑和 65000至 70000 美元阻力区间限制，底部结构仍在逐步形成。 对于 SpaceX，Garrett Jin 认为大规模解禁叠加高空头仓位反而成为行情催化剂，市场提前消化了抛售压力。不过，SpaceX 后续仍面临持续解禁，包括 8月 20 日约 3.19 亿股，以及 9 月、10 月预计各约 7 亿股释放，因此 160 美元附近可能并非追涨位置。
Odaily News, according to Onchain Lens monitoring, a whale has once again received 40,000 HYPE tokens from Coinbase today, worth approximately $2.3 million. Over the past two months, this address has accumulated a total of 260,000 HYPE tokens through Coinbase, Bybit, and other sources, currently valued at around $15.1 million.
Odaily News According to Lookonchain monitoring, U.S. Bitcoin ETFs saw a net outflow of 1,132 BTC today, valued at $72.24 million; the 7-day net outflow stands at 202 BTC, valued at $12.89 million. Ethereum ETFs recorded a net inflow of 3,947 ETH, valued at $7.47 million; the 7-day net inflow stands at 65,900 ETH, valued at $125 million.
: Goldman Sachs analyst Robert Kaplan said the Fed's decision not to raise interest rates in July was "absolutely" correct, urging policymakers to keep an open mind ahead of September, citing the complex factors affecting inflation and warning that rigid forward guidance could be counterproductive. Kaplan noted: "If we see meaningful improvement, I might be willing to continue holding, but I want to make full use of every moment before September to assess the situation, avoiding rigidity or preconceived notions."Kaplan believes the forces currently at play include: inflationary pressures from AI infrastructure build-out, tariffs, labor constraints, and surging oil prices; meanwhile, AI applications are working in the opposite direction, accelerating the trend of disinflation. He suggested that Warsh should use his speech at this month's Jackson Hole symposium to briefly explain the Fed's reasoning for holding steady in July, rather than delivering a purely "philosophical" address. Kaplan said he is more concerned about the long end of U.S. Treasury yields than the federal funds rate itself. He noted that the rebound in long-term government bond yields globally reflects structural supply-demand imbalances driven by persistent wide fiscal deficits, rather than Fed policy. (Jin Shi)
Odaily News: According to Onchain Lens monitoring, a whale has transferred 213,810 LINK to Gnosis Safe. The whale had withdrawn the same amount of LINK from Binance two weeks ago, with the transfer valued at approximately $1.87 million.
Odaily News: Flap has announced the launch of bBroker Vault, powered by bStocks, on BNB Chain, combining Meme coin trading activity with NFT yields and tokenized stock ecosystems through a new mechanism.Under this mechanism, users are required to pay a fixed fee in corresponding tax tokens to mint bBroker NFTs, and the tokens paid are burned directly. Subsequently, trading fees from quote assets flowing into the Vault are automatically allocated to a "dividend pool" and a "floor price pool," enabling NFT holders to continuously earn dividends in quote assets without staking or locking up.Meanwhile, each bBroker NFT carries an on-chain floor price backed 1:1 by assets in the floor price pool, and holders can sell the NFT back to the Vault at any time to exit. Flap positions this mechanism as a novel on-chain economic model integrating Meme coins, NFTs, and stock assets.
Odaily News: Citrini analyst Jukan posted on X platform stating that Anthropic investors believe the surging demand for its Claude series of advanced AI models and tools is sufficient to support the company's extremely high valuation expectations. According to investor estimates, Anthropic is expected to reach an annualized revenue of $100 billion to $120 billion by the end of 2026, a figure calculated using the company's preferred method, which projects full-year sales based on recent performance. If this expectation is realized, Anthropic's revenue scale would grow more than 10 times during 2026.An institutional investor commented: "If Anthropic can achieve 800% annual growth, even at a very conservative level, its valuation could reach 30 times revenue." Based on this valuation logic, Anthropic's potential market capitalization could reach $3 trillion.
Odaily News, According to on-chain analyst Ai Yi's monitoring, an address (0xb37...a66ca) is currently going long on XYZ100 (Nasdaq 100 Index) through a TWAP strategy with 20x leverage. The cumulative amount is 1,006.8 XYZ100, with approximately $32 million worth of positions already filled, corresponding to 1,065 shares at an entry price of $29,778. The remaining portion is still being gradually executed.
Odaily Planet Daily: Crypto asset trading platform Bullish has announced its financial results for Q2 2026. The company stated that as global securities markets gradually migrate to public blockchains, Bullish is planning to build a comprehensive issuer-supported tokenized securities service system covering issuance, listing, trading, and tracking.Bullish CEO Tom Farley stated that the global securities market, valued at nearly $300 trillion, is transitioning to public blockchains, and Bullish aims to work with issuers to drive this process. Upon completion of the proposed acquisition of Equiniti, the company will form an integrated platform covering tokenized securities issuance, listing, trading, and tracking.Financial data shows that Bullish's Q2 digital asset sales reached $32.6 billion, down from $58.6 billion in the same period last year; the net loss was $280 million, compared to a net profit of $108.3 million in the same period last year, corresponding to a diluted loss per share of $1.78.However, the company's core business performance improved. Q2 adjusted revenue (non-IFRS) reached $92.6 million, up 62% year-over-year from $57 million in the same period last year; among which subscription, services, and other revenue hit a record $62.7 million. Adjusted trading revenue was $29.9 million, up 24% year-over-year; adjusted EBITDA was $29.5 million, compared to $8.1 million in the same period last year; adjusted net profit was $14.3 million, compared to a loss of $6 million in the same period last year.In terms of business progress, Bullish stated that the acquisition of UK fintech company Equiniti is progressing and is expected to be completed in early 2027, subject to customary conditions including regulatory approvals. Additionally, Bullish's CoinDesk indices continue to gain institutional adoption. Morgan Stanley has launched Bitcoin, Ethereum, and Solana-related trading products based on CoinDesk benchmark indices, attracting over $400 million in inflows during Q2.On the regulatory front, Bullish has received approval from the Gibraltar Financial Services Commission (GFSC) to provide secondary trading services for tokenized securities, becoming one of the first regulated platforms to offer issuer-supported tokenized securities trading.The company has also raised and refined its full-year 2026 guidance, projecting subscription, services, and other revenue (non-IFRS) of $225 million to $245 million, adjusted operating expenses of $225 million to $230 million, and financing costs of $52 million to $60 million. (Globenewswire)
Odaily News: Individual investors in the Japanese stock market are increasingly using leverage to bet on the AI rally. According to a report by Nikkei on the 13th, as of July, the total margin trading amount by individual investors in the Japanese stock market reached 123 trillion yen (approximately 1.09 trillion yuan), doubling from the beginning of the year and hitting the highest level since comparable data began in 2016.Data shows that in June, the margin trading volume of Japanese individual investors hit a record high, and remained elevated in July. Meanwhile, margin trading’s share of total individual investor trading volume rose to 83%, also setting a new record.AI-related stocks have been a key driver behind the surge in margin trading. As AI stock prices fluctuate significantly, investors are borrowing funds or shares for short-term trades to capture pricing opportunities. Among them, AI memory stock Kioxia Holdings saw its margin buying balance reach 13.23 million shares as of August 7, making it one of the hot targets.Tomohiro Kubota, an analyst at Matsui Securities, noted that popular AI stocks such as Kioxia have recently exhibited high volatility, with active trading centered around short-term profit opportunities.Benefiting from the recent rise in the Japanese stock market, leveraged investors have performed relatively well overall. The floating profit rate of margin trading investors briefly turned positive in June—a rare occurrence—and although it slipped back to a loss of 8.4% at the end of July, it remains better than the 10-year average loss of -10.2%.However, analysts warn that the heating up of AI-themed trading has also amplified market volatility risks. Should popular AI stocks experience a sharp pullback, highly leveraged retail investors could face margin call pressure.
Odaily News: U.S. financial services firm Charles Schwab began rolling out Bitcoin and Ethereum spot trading to retail clients in batches on May 13, 2026, with a transaction fee rate of 75 basis points per trade. The company disclosed client assets of $13.1 trillion and 39.8 million brokerage accounts, with Paxos handling execution and sub-custody. During the July earnings call, Charles Schwab stated that related business progress is on track, launched a crypto asset transfer pilot, and has taken an equity stake in Paxos. Initially, only Bitcoin and Ethereum are supported, with no deposits or withdrawals available, and no SIPC protection, except in New York State and Louisiana. Charles Schwab clients already hold approximately $25 billion in crypto ETPs. Morgan Stanley's E*Trade launched Bitcoin, Ethereum, and Solana trading on July 16 via Zerohash, with a fee rate of 50 basis points; Fidelity's fee rate is 1%, while Coinbase's implied fee rate for consumer trades is approximately 1.75%. (Forbes Digital Assets)
According to the official announcement, Bitget has launched a net deposit interest rate hike campaign. The participation period is from 00:00 on August 14 to 00:00 on August 28 (UTC+8). During the event, users who reach the specified net deposit threshold and subscribe to the corresponding flexible Simple Earn crypto products for U, USDT, or USDC can receive corresponding interest rate hike rewards; regular users can enjoy an interest rate hike of up to 10% APR, while VIP users can enjoy an interest rate hike of up to 15% APR. The event does not require manual registration. The system will verify based on users' daily net deposit status, and eligible users will automatically receive the corresponding interest rate hike earnings. For more details, please refer to the Bitget official platform.
Korea Investment Corporation (KIC) established a position in Circle stock in the second quarter, with holdings of 65,443 shares valued at approximately 4.09 million USD. Additionally, it reduced holdings in Strategy, Coinbase, and Riot Platforms during the same period, and increased holdings in Block and Robinhood stock.
Odaily News: Trader Murphy (@Murphychen888) posted on the X platform stating that the Realized Price for Bitcoin short-term holders with a holding period of less than 3 months (
Odaily News, Glassnode reports that Bitcoin is currently trading between a median realized price of approximately $63,000 and a short-term holder cost basis of approximately $68,700. Spot trading volumes have dropped to their lowest levels since 2019, with the market in an extremely quiet state of compression. Core inflation fell to 2.5% in July and stock markets hit new highs, yet Bitcoin has shown almost no reaction or has even weakened, indicating a clear absence of demand. Selling pressure is subsiding, with profitable supply approaching levels seen at previous bear market bottoms. The seller exhaustion indicator has hit cycle lows, and the adjusted SOPR has been rejected near the breakeven line nine times.Meanwhile, buyers continue to stay on the sidelines, with negligible net inflows into ETFs and Bitcoin still flowing into exchanges. Derivatives leverage has already been heavily skewed toward longs ahead of time, open interest remains relatively high compared to trading volume, and order book bid depth is thinning. Glassnode identifies key levels to watch at approximately $68,700 to the upside and $58,500 to the downside. Only a decisive break above the former, accompanied by a recovery in trading volumes and ETF inflows, would confirm market improvement. If the latter is lost, an accelerated decline is likely given thin buying support and crowded long positioning. Glassnode states that Bitcoin is currently in the late-stage bear market compression phase, and no genuine demand signal has yet emerged.
Bitwise Chief Investment Officer Matt Hougan stated in an interview with Bloomberg that the Bitcoin price has not reacted significantly to negative news recently, such as the Coldcard security incident, Strategy sell-off, and the CLARITY Act's progress falling short of expectations, which may indicate that Bitcoin has approached or reached the bottom of this bear market.
According to Onchain Lens monitoring, a whale has deposited 60,000 HYPE into Hyperliquid and sold 31,560 of them, cashing out approximately 1.77 million USD. Currently, the address still has two HYPE Time-Weighted Average Price (TWAP) sell orders being executed, including one sell order sized at approximately 40,000 HYPE valued at approximately 2.1 million USD, with remaining execution time of approximately 15 hours. Additionally, the address also transferred approximately 1.67 million USDC to Coinbase.
Michael Burry's latest position adjustments show he has further increased short positions on multiple technology-related assets, including adding to short positions on Nebius (NBIS) at around $247, Micron (MU) at around $924, and Oracle (ORCL) at around $152, as well as increasing short positions on the Semiconductor ETF (SOXX).
Uniswap founder Hayden Adams stated that tokens created during the previous Pools.trade testing process were not expected to be discovered externally. In response, Uniswap has canceled all creator fee rights related to employee test tokens and transferred them all to an automatic buyback and burn contract.