News linked to both this project and an event.
: Cathie Wood has re-bought Robinhood (HOOD) after a 9-day pause, adding 28,589 shares via the ARK Innovation ETF on September 4, valued at approximately $3.5 million. She had previously sold 25,009 shares on August 26.Robinhood has been performing strongly recently, with its stock price climbing over 30% in the past month. During the same period, Bitcoin rose about 23% and is approaching $80,000. On September 4, Deutsche Bank raised its price target from $115 to $136, maintaining a "Buy" rating, driven by explosive growth in Robinhood Chain fee revenue — daily revenue jumped from under $200,000 in mid-August to over $3 million in early September. Deutsche Bank projects the annualized run rate will exceed $100 million.As of September 4, HOOD has become the seventh-largest holding in the ARK Innovation ETF, with a weight of 4.28%. During the same period, Wood also bought shares of Veracyte, Intellia Therapeutics, and the 3iQ Solana Staking ETF, while reducing positions in Tempus AI and Twist Bioscience.
According to CoinDesk, Bitcoin has faced persistent pressure near the $83,000 key resistance level, failing to surpass its earlier May high before retracing below $80,000. Data from Glassnode reveals that wallet cohorts have collectively entered a net distribution phase for the first time since early June, with whale wallets holding at least 1,000 BTC displaying the clearest selling trend. Previously, Bitcoin rallied from around $64,000 to $79,000 in mid-August. Currently, Bitcoin is also encountering resistance near the 50-week moving average, but if the 50-day moving average crosses above the 200-day moving average to form a "golden cross," it may provide some support to bulls.
CryptoQuant analyst Axel Adler Jr. stated that Bitcoin's 30-day realized market cap change rate turned positive on August 24 after being negative for 87 consecutive days, reaching +0.88% on September 6. The realized market cap hit $1.068 trillion, increasing by $9.36 billion over the past 30 days, indicating an improvement in the on-chain cost basis after a prolonged contraction, which continued to rise while Bitcoin's price fluctuated around $80,000.
Analyst Edgy from The DeFi Edge stated that Bitcoin ETFs attracted approximately $3.54 billion in August, while Ethereum ETFs drew in around $1.84 billion. During the trading week of August 24–28, SOL ETFs registered a net inflow of $142.7 million, XRP ETFs $110.5 million, and HYPE ETFs $56.8 million, totaling roughly $310 million, highlighting market demand beyond BTC and ETH. However, in the following week of August 31 to September 4, SOL’s net inflow plummeted to $4.9 million, HYPE dropped to $12.3 million, whereas Bitcoin ETFs continued to attract $987 million during the same period. Analysts noted that capital inflows into altcoin ETFs have yet to establish a sustained trend, and whether they can maintain steady absorption capacity over the next month remains a key metric to watch.
According to on-chain analyst Aunt Ai (@ai_9684xtpa), gnomelabs.eth (@gnome_labs) withdrew 6,339 ETH (approximately $12.02 million) from Binance on August 17 at an average price of $1,896.83. After holding for 21 days, the address deposited 4,020 ETH (valued at $9.97 million) back to Binance 9 hours ago at a deposit price of approximately $2,480. If sold at this level, it would yield a return of 30.7%, resulting in an estimated profit of approximately $2.345 million.
Jiang Zhuo'er stated that the "magnet effect" was the primary reason he sold his entire Bitcoin position at $82,000 two days ago. He believes that since Bitcoin rallied on August 20, the market has yet to experience a significant pullback, and it remains in the early stages of a bull market characterized by widespread distrust and skepticism, leaving investors concerned about sharp downside moves. According to the heatmap, a larger concentrated liquidation zone exists near $76,000 below, making it more susceptible to being triggered by market movements compared to the $83,000 zone above.
According to data from South Korea's securities information portal, between September 1 and 4, Korean individual investors significantly reduced their holdings in multiple U.S. semiconductor stocks while rotating into leveraged semiconductor ETFs. During this period, Korean retail investors net sold over $100 million worth of Micron, $68.61 million of SanDisk, $49.37 million of Marvell Technology, and $15.56 million of Nvidia. SK Hynix's ADR, which debuted on the NYSE in July, also saw net selling of $46.16 million during the same period, following cumulative net purchases of $811 million through the end of August.Conversely, Korean retail investors net purchased $431 million of SOXL (Direxion Daily Semiconductor Bull 3X Shares), which aims to deliver 3x the daily return of the Philadelphia Semiconductor Index.Market analysts suggest that this "selling individual stocks, buying the sector" approach may reflect Korean retail investors reducing single-chipmaker exposure risk while continuing to bet on upside in the broader semiconductor sector. After the sharp rally in semiconductor stocks, some investors may be taking profits at the individual stock level while maintaining or even expanding their overall semiconductor exposure through leveraged ETFs. (Daum)
According to Korean media outlet MK and data from the Korean Securities Information Portal, since September, Korean individual investors have significantly trimmed their positions in multiple U.S. semiconductor stocks while simultaneously adding to semiconductor leveraged ETF holdings. Net selling exceeded $100 million for Micron, $68.61 million for SanDisk, $49.37 million for Marvell Technology, and $15.56 million for NVIDIA. The SK hynix ADR, which recently debuted on the NYSE in July, recorded net selling of $46.16 million during the same period, contrasting with cumulative net purchases of $811 million through the end of August.
According to Odaily, the yen has continued to strengthen recently, pushing the U.S. dollar index (DXY) lower and providing short-term support for dollar-denominated assets such as Bitcoin and gold. Data shows that the U.S. dollar against the yen (USD/JPY) fell 1.4% intraday to 156.40, after already declining 0.9% on Wednesday; the euro, pound, and Australian dollar all edged higher against the dollar. As a result, the DXY fell 0.4% to 99.22, approaching its 200-day moving average.Analysts believe this trend typically favors dollar-denominated assets like Bitcoin, while also helping to ease global financial conditions and boost market risk appetite. However, if the yen appreciates too rapidly, this logic could quickly reverse.Over the past decade-plus, many investors have used low-cost yen financing to invest in stocks, bonds, and even cryptocurrencies. If the yen appreciates sharply, yen carry trades could unwind, triggering a sell-off in risk assets. When yen carry trades were unwound in August 2024, Bitcoin fell roughly 20% within days.Market expectations are currently growing that the Bank of Japan will raise its policy rate from 1% to 1.25% on September 18, and the yen continues to face further appreciation pressure. Reports also indicate that officials from the U.S. and Japan have previously taken action to address "disorderly yen movements." Therefore, while a moderate yen appreciation is currently favorable for Bitcoin, if it evolves into a rapid, disorderly appreciation, it could instead become a risk factor for BTC. (CoinDesk)
Monad announced that it has been added to the Visa on-chain analytics dashboard, with stablecoin transaction volume reaching nearly 1 million in August, marking its highest month to date.
Odaily News – In the latest weekly report, Garrett Jin, agent for the “1011 Insider Whale,” stated that despite oil prices rising to around $95 this week, the 10-year U.S. Treasury yield breaking above 4.8%, and market expectations for a September Fed rate hike climbing to approximately 70%, Bitcoin has held its key support at $76,600 and has since recovered to above $77,000.Garrett noted that the $75,000 to $80,000 range has formed a substantial new cost basis, providing firmer support for the market. If Bitcoin closes above $82,500 on the daily chart and subsequently holds around $80,000 during a pullback, it would signal that the market is absorbing selling pressure and gearing up for further strength. Conversely, if the daily close falls below $76,600—accompanied by weakness in at least two of the following metrics: ETF flows, Coinbase premium, and 7-day net realized profit/loss—it would constitute a clearer downside warning.On the capital front, U.S. spot Bitcoin ETFs saw net inflows of approximately $3.5 billion in August, but September opened with two-way flows, recording net outflows of around $237 million on Tuesday. Garrett believes that Bitcoin holding key support amid heightened macro rate pressures suggests recent spot demand is not entirely driven by short-squeeze dynamics. He maintains a constructive outlook for Bitcoin's performance toward year-end, though he notes that future trajectory will depend on whether U.S. Treasury yields can halt their sustained upward trend.
Odaily News - Echo Base, an institution focused on stable digital asset companies, assisted in forming the BitMart Creditors' Committee on September 2 to represent users holding frozen assets, and has retained legal counsel to evaluate recovery options, including filing for unfunded bankruptcy proceedings.On August 6, Echo Base proposed a funding package of up to $10 million to support BitMart in filing a pre-negotiated bankruptcy application, but received no response from BitMart. Echo Base stated that its actions stem from BitMart's failure to respond to the restructuring proposal and users' withdrawal requests.Sonn Law Group has launched an investigation into users with frozen assets of $500,000 or more on BitMart, assessing potential claims and asset recovery options. Echo Base CEO Roshan Dharia stated that BitMart's employee plan can only sustain operations until January 2027, and the longer the delay, the fewer viable options remain. (Bitcoin.com News)
CryptoQuant analyst Darkfost stated that crypto market liquidity saw a slight recovery in August, with stablecoin funds beginning to flow into exchanges. Binance recorded over $1 billion in net stablecoin inflows for the month, but relative to the overall fund flow volume on its platform, it remains relatively modest.
Odaily News, according to on-chain analyst Ai Yi’s monitoring, since August 30, two addresses associated with @XXAntiWar have spent approximately $1.787 million in total to build positions in Niu Lai (Bull Market), with an average entry price below $0.086. Most of these positions were established when Niu Lai’s market cap reached $86 million. In recent days, the related addresses have transferred 17.57 million Niu Lai tokens to 7 addresses through multiple intermediaries, which should still be at a floating loss. Although Fomo shows that @XXAntiWar has fully exited its positions, this is actually due to the fact that the new holding addresses have not yet been recorded.
According to monitoring by on-chain analyst Yujin, over the past day, an entity continued to transfer 39,500 ETH worth approximately $95 million to multiple centralized exchanges. Over the four days since August 30, the entity has cumulatively sent 142,800 ETH to centralized exchanges, valued at roughly $345 million, at an average price of around $2,420. The address currently holds 29,735 ETH, worth approximately $70.9 million.
Odaily News, glassnode report: The short squeeze in mid-August drove Bitcoin's rebound, pushing it above $80,000 on August 27. However, the price subsequently encountered resistance in the long-term supply zone above, retreating to around $76,000 and triggering a series of long liquidations. Currently, the $83,000-$86,000 range has accumulated a large number of potential short liquidation positions, while the $60,000-$63,000 zone below holds undigested long liquidation clusters, leaving Bitcoin sandwiched between the two.On-chain data shows that when Bitcoin traded near $78,000 in May this year, approximately 65% of the supply was in profit. When the price returned to the same level at the end of August, that proportion had risen to 68%. The summer redistribution of coins has pushed short-term holders' cost basis to around $71,000, and at this same price level, more profitable coins are now activated, increasing potential selling pressure. Combining cost basis and coin distribution, $62,000-$65,000 serves as an accumulation support zone, while $83,000-$86,000 represents a concentrated supply zone for long-term holders.During the rebound, the 7-day average net inflow for US spot Bitcoin ETFs peaked at $290 million per day, but secondary market daily trading volume remained at around $3 billion, significantly lower than the previous expansion phase. Meanwhile, the yield on the US 10-year Treasury briefly fell to 4.6% following the Treasury's buyback announcement on August 19, but returned to 4.8% in just 8 trading days, hitting a new cycle high.In the options market, short-term optimism has cooled while long-term options demand persists. Open interest for Deribit and IBIT options expiring on September 25 stands at approximately $14 billion, with a substantial portion of positions concentrated above $80,000, which could serve as an important volatility and positioning anchor in the coming weeks. Until the supply above $83,000-$86,000 is absorbed, Bitcoin will continue to trade in a range, with $62,000-$65,000 serving as the primary downside reference zone.
According to Chaoxiang Research, Goldman Sachs' August 31, 2026 research report indicates that Texas and Pennsylvania governors signed executive orders in August to tighten data center development regulations. Goldman Sachs utilities analysts note minimal impact on high-quality, large-scale projects, while speculative, undercapitalized ventures will bear the brunt. SMCI's F4Q26 earnings report reveals single-quarter orders exceeding $60 billion, with FY27 revenue guidance set at $65 to $72 billion, reflecting a 75% year-over-year increase, approximately 70% of which is tied to pure AI deployments.
According to monitoring by Ai Yi, ETH has broken below $2,400, with a whale holding approximately 45,000 ETH in long positions on Hyperliquid currently facing unrealized losses of around $4.1 million. The whale previously added 28,300 ETH to its position on August 31 when ETH dipped below $2,500, bringing its total position value to over $107 million and making it the second-largest ETH position on Hyperliquid. With an entry price of $2,486.37 and a liquidation price of $2,252.68, the position is currently approximately $233.69 away from liquidation.
According to on-chain analytics platform Lookonchain (@lookonchain), an anonymous whale address, 0x6436, repurchased 141,442 $HYPE tokens today, valued at approximately $11.88 million. Previously, the address purchased 243,713 $HYPE tokens on August 30 within a 10-hour span, worth around $20.24 million.
Odaily News, according to reports, U.S. Treasury Secretary Bessent recently urged Japan to raise interest rates to curb the continued depreciation of the yen. Analysts believe this highlights that traditional monetary policy is susceptible to government and external influences. In contrast, Bitcoin's monetary policy is preset by code, with new coin issuance following a fixed schedule and halving approximately every four years, offering greater predictability. In the short term, Bitcoin still finds it difficult to shake off shocks from traditional financial markets. If Japan's rate hike drives a rapid appreciation of the yen, low-interest yen financing trades accumulated over the long term could be unwound, potentially triggering sell-offs in stocks, bonds, and crypto assets. In August 2024, the Bank of Japan's rate hike strengthened the yen and put pressure on risk assets, including Bitcoin. On the technical front, BTC's 50-day moving average has been rising steadily and is close to crossing above the 200-day moving average, potentially forming a "golden cross." Analysts note that moving averages are lagging indicators, and the historical predictive performance of the golden cross as a standalone indicator has been unstable.