blockbeats

📰 BlockBeats Daily Report 2026-08-08 | 2 articles in total

1. After DeepMind changes leadership, Google Cloud is viewed as the biggest near-term beneficiary: TPU system orders exceed $150 billion, and cloud revenue growth in 2027 may reach around 150%.
2. Morgan Stanley maintains its “Buy/Accumulate” view on SK hynix and Samsung, with target prices implying about 74% / 65% upside. However, DRAM/NAND price increases are expected to ease quarter by quarter, with a shift to the later stage of the cycle expected in 2026Q4.
3. Driven by AI compute demand, the 2027 forecast for cloud capex growth is raised from 14% to 29%, and cloud providers’ capacity is still tight.
4. Long-term order visibility improves: SK hynix has already signed contracts with about 10 key customers, and Samsung plans to include 60–70% of production capacity in long-term agreements.
5. Risk points: CXMT (ChangXin Memory) is expected to start supplying HBM to the China market as early as 2027. DRAM gross margin is near 90%, close to its historical peak, and valuation has already started to pull back.

#BlockBeats #Web3日报 #AI算力 #存储芯片 #TPU

📰 BlockBeats Latest News Summary

1. Bitcoin ETF net inflows were $454.8 million versus the previous day, while Ethereum ETF net inflows were $186.8 million

2. Ansem: Equal-weight allocations to BTC, ETH, SOL, HYPE, and PUMP; the next two years may see a 3x to 5x rise

3. NeoSoul completes a $11 million Pre-A financing round, accelerating its rollout of an AI economy

4. The “giant whale” “sets 10 major targets first” to restart Binance spot trading; currently shorting $222 million worth of BTC and ETH

5. Korean stocks rebound strongly by nearly 6%; foreign investors net bought stocks worth KRW 1.7 trillion

6. Crypto options with a notional value exceeding $1.8 billion expire and settle tomorrow; BTC’s biggest pain point is $66,000

7. Over the past 24 hours, liquidations across the entire network exceeded $3 billion, with more than 170,000 people worldwide being liquidated

8. Bitcoin breaks $70,000, with a 24-hour gain of 8.6%

9. On Hyperliquid, the third-largest long position in HYPE shows an unrealized profit of $14.58 million; after going 10x long at a low level, there were no other operations

10. A certain whale withdrew 98,490 HYPE (about $6.11 million) from Coinbase Prime over the past two weeks

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. Bloomberg: Bitcoin is nearing $70,000, triggering an epic short squeeze and the crypto market’s biggest rebound since March

2. US-listed crypto-related stocks surge across the board: Strategy rises nearly 12%, while Coinbase climbs 9%

3. Trump again criticizes the Fed’s high-interest-rate policy, saying the US should bear lower financing costs

4. Controversy erupts over Trump’s rapidly growing crypto wealth; the White House meets with industry giants to push regulatory reform

5. Kalshi applies for CFTC approval for copper perpetual futures, predicting that prediction market platforms will accelerate into the derivatives space

6. The ETH short position for 「pension-usdt.eth」was liquidated, with losses of about $26.66 million

7. Multicoin Capital transfers another 62,700 HYPE to Coinbase Prime, worth approximately $4.37 million

8. Bitcoin quickly rallies and briefly touches $70,000

9. Trump: The “war” against cryptocurrencies is completely over; the US is leading the industry’s development

10. HYPE jumps more than 22% in 24 hours. Trump says the US SEC chair is pushing Hyperliquid to enter the United States in a compliant way

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. US-listed crypto-related stocks surge across the board; Strategy and Circle both rise more than 10%

2. Nvidia facilitates between GPU holders and data center operators to accelerate AI computing deployments in Northern Europe

3. The US 30-year Treasury yield falls by 10 basis points intraday to 5.18%

4. The White House Tech Leaders Meeting is held today; Trump will attend with the SEC and CFTC chairs and several crypto industry executives

5. X Layer launches an RWA ecosystem liquidity incentive program with a total incentive pool of $5 million

6. The Nasdaq biotechnology index hits a new high; MRNA jumps 153%

7. A surge in retail investors’ purchases of bearish options in the US increases defensive demand, but tech stocks are still being bought on dips

8. Binance Blockchain Week will be held in Bangkok, Thailand in November, focusing on the integration of traditional finance and the crypto industry

9. Over the past 24 hours, a total of $298 million was liquidated across the entire network, with long liquidations outweighing shorts

10. American Bankers Association: supports the passage of the CLARITY Act, but calls for tightening the stablecoin reward provisions

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats latest news roundup

1. Coinbase CEO: Bitcoin may rise to $300,000–$400,000 in the coming years

2. Ethos to launch a WHUF token auction on September 1, with an initial FDV of $1 million

3. The three major U.S. stock indexes continue to decline, with the Nasdaq down 1%

4. Federal Reserve’s Moussalem: Rate hikes now may help avoid taking more aggressive action in the future

5. Bitcoin is nearing the formation of a “golden cross,” with long-term bullish signals reappearing

6. Coldcard releases new firmware to enhance security; affected users need to regenerate their recovery seed phrase and migrate their assets

7. U.S. Treasury Secretary: Will monitor U.S. Treasury bonds and whether more action is needed

8. U.S. Treasury Secretary: Will hold a press conference next Monday on economic sanctions against Iran to discuss related actions

9. U.S. Treasury Secretary: The fiscal statement may be released this weekend or early next week

10. U.S. Treasury Secretary: The bond buyback cap may exceed $4 billion

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. SK hynix rises more than 10%, South Korea’s KOSPI index rises more than 6%

2. JPMorgan: The U.S. Treasury’s bond buybacks carry reputational risk

3. The “giant whale” sets “10 big targets in advance,” flips from long to short, with a stop-loss at $70.4k

4. A-share leading stocks: Unitree opens lower, down 15.01% at present

5. Duan Yongping discloses Micron Technology option holdings: after selling Put, he was allocated shares

6. Arthur Hayes publishes “The Book of Genesis,” detailing the Flop Network and an AI compute-economy concept

7. South Korea’s KOSPI index hits the daily limit up, and the KRX again activates the sidecar mechanism

8. “The Fed’s megaphone”: A U.S. senator asks Worsh to disclose the transcript of conversations with Trump, questioning the Fed’s transparency

9. Trump says AI scale may surpass the internet, calling for regulations not to hinder industry development

10. Nebius plans to issue a $4.5 billion convertible bond to expand data centers and buy GPUs

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest Breaking News Summary

1. Pre-market US stocks: Trump delivers remarks in support of cryptocurrencies; the CFTC accelerates its embrace of crypto derivatives

2. Fed’s Daly: Doesn’t believe AI investments will push overall inflation higher

3. CryptoQuant founder: Bitcoin’s futures and spot demand turned positive at the same time for the first time; a new bull-market cycle may already be underway

4. US 30-year Treasury erases gains from yesterday’s US Treasury buyback announcement

5. Fed’s Daly: No evidence seen that suggests the need for an earlier rate hike

6. Micron launches the Micron Research Laboratory, planning to invest $10 billion over the next decade

7. US: Initial jobless claims for the week ending August 15 were 206,000, vs. the expectation of 210,000

8. Riot signs an $9.8 billion AI data center leasing agreement with two technology companies

9. Rally in altcoins continues; ETH rises more than 18% in 24 hours

10. Optimism’s core development team’s key voting outcome reversed; $49.70 million OP will be moved from user airdrops into the strategic ecosystem fund

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. ETH rebounds, rescuing a whale that had a $88.5 million unrealized loss; $270 million long positions fully recover and exit the red

2. Over the past 30 minutes, two wallets were liquidated in total: $45.77 million BTC and ETH short positions

3. “The bull is here” market cap briefly breaks $60 million, setting a new all-time high again, up over 43% in 24 hours

4. Widespread gains across established Solana ecosystem meme coins; BOME is up over 46% in 24 hours

5. A $85.55 million BTC short-position whale is nearing liquidation, with an unrealized loss already exceeding $5.28 million

6. Whale “sets 10 big targets first” reduces holdings by 419.62 BTC and 9,969.37 ETH; the remaining position is still down over $2.64 million

7. The three whales today cumulatively withdrew over 54,700 ETH from Binance

8. Whale “sets 10 big targets first” — the $222 million BTC and ETH short positions are down by over $4.2 million

9. Bitcoin breaks $71,000, up 10.46% over the past 24 hours

10. Pre-market U.S. stocks: crypto-related shares continue the rally; BitMine is up nearly 8%, and Strategy is up over 6%

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. US stocks rose across the three major indexes this morning. Moderna surged 177%, and crypto-related stocks skyrocketed

2. The US CFTC seeks public input on AI computing power futures

3. Highlights of Trump’s pro-crypto remarks: he revealed that the US government has discussed accumulating a “considerable quantity” of Bitcoin; he said it would completely end the crypto war; and he urged the passage of the “Genius Act” as soon as possible

4. US Treasury takes action to expand Treasury buybacks, betting on proactive intervention to push down long-term bond yields

5. Bloomberg: Bitcoin approaching $70,000 triggered an epic short squeeze. The crypto market saw its biggest rebound since March

6. Crypto- and blockchain-related stocks surged collectively in US markets: Strategy jumped nearly 12%, and Coinbase rose 9%

7. Trump again criticized the Federal Reserve’s high-interest-rate policy, saying the US should bear lower financing costs

8. Controversy over Trump’s explosive crypto wealth increase: the White House met with industry giants to push for regulatory reform

9. Kalshi applies for CFTC approval for copper perpetual futures, predicting that market platforms will accelerate into the derivatives space

10. The ETH short position of “pension-usdt.eth” was liquidated, with losses of about $26.66 million

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. Li Li Hua: A bear market won’t change the value of crypto; on-chain finance and AI will bring a new round of opportunities

2. Bitcoin short-term holders transferred 44,300 BTC to CEX yesterday, the largest profit-taking since the beginning of this year

3. X is exploring using stablecoins to pay content creators, with USDC as a potential option

4. Binance has launched the “24/7 Financial Convenience Store” page, covering services including crypto, stocks, and ETFs

5. Two major whales sold a total of 5,250 ETH and 550 BTC, netting a profit of $6.26 million

6. KuCoin obtained ISO/IEC 42001 Artificial Intelligence Management System certification

7. Li Li Hua: Bitcoin’s strong rebound breaking through $68,000 may indicate that the crypto downtrend cycle has ended

8. The whale “set 10 big targets in advance” has closed out $222 million worth of BTC and ETH short positions, with a loss of $6.283 million

9. Bitcoin breaks $72,000, up 11.8% over the past 24 hours

10. Insider: Samsung Electronics’ shareholder return program scale may reach 150 trillion won

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. Recap of “prophet” that surged on 8.19: CZ hinted hours earlier, and Arthur Hayes returned a day in advance with the project

2. Well-known trader: After Bitcoin breaks strongly, watch for potential short-term pullbacks

3. Epic short squeeze! In the past 24 hours, short liquidations totaled $2.7 billion; over 10.11 became the largest short-squeeze liquidation day in nearly two years

4. SK hynix’s gains expand to 13%, Samsung Electronics up 9.7%

5. Surge in U.S. AI debt financing momentum may attract market attention in September

6. CASHCAT up more than 36% in 24 hours; market cap rises to $121 million

7. Samsung to announce a KRW 100 trillion shareholder return plan

8. Meme coins tied to the presidency rally across the board: TRUMP up more than 26% in 24 hours, MELANIA up more than 13%

9. SK hynix up more than 10%; South Korea’s KOSPI index up more than 6%

10. JPMorgan: There are reputation risks associated with U.S. Treasury bond buybacks

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. Spot silver surged 2% intraday, trading at $68.34 per ounce

2. After BTC and ETH’s big rally, crypto OI share rose to 67%, but nearly 90% of the increase came from price revaluation

3. Starbucks lays off more than 100 employees as it completes its reorganization

4. “The bull is coming” issues addresses again to mint new coins; total fee income exceeds $130,000

5. Morgan Stanley: expects gold price to break $5,000 per ounce in 2027

6. Coinbase CEO: it’s very likely that we are currently on the eve of the next bull cycle

7. Bitcoin wallets that were dormant for 11 years collectively “wake up,” transferring 1,214 BTC within 24 hours

8. A certain large whale “shorts against the trend,” with 20,000 ETH and 500 BTC

9. A new wave of chip price hikes is coming; semiconductor companies have announced price increases in batches

10. Waymo, Google’s subsidiary, has developed custom chips for its self-driving ride-hailing cars and is already mass-producing

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. ICE, parent company of the NYSE, considers making further investments in Polymarket

2. Robinhood CEO: Tokenization will “consume” the entire financial system

3. US stock storage sector is up against the trend in early trading; SK hynix rises more than 6%

4. On-chain mega-whale continues to build positions in ETH; total invested across three addresses reaches $12.42 million

5. Moderna falls 16%; it closed up more than 170% yesterday

6. US crypto-related stocks broadly rise; Strategy up more than 5%

7. US stocks open; the three major indexes fall across the board

8. Pump.fun fee address transfers 72,000 SOL to Kraken, about $6.303 million

9. Morgan Stanley: The job displacement effect of AI is still limited, but increasingly significant

10. US CFTC chair: Regardless of whether the “Clarity Act” passes or not, the crypto industry will ultimately face regulatory rules

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats latest news roundup

1. In a night of crypto short-squeeze action, BitMine bullish options show abnormal trading activity, with institutional investors having already positioned early and added more

2. U.S. Democratic senator warns: rushing to advance the CLARITY bill for a vote could set the legislative process back

3. A member of the Ethereum Foundation, Binji Pande, will join Ethlabs as a founding member

4. BIT transferred 894.72 BTC out of Binance, worth approximately $61.93 million

5. The biggest positive catalyst behind this rally? An overview of insights from leading figures in the industry on the draft “Regulation of Crypto Assets”

6. CZ: Bitcoin is still following its four-year cycle, and crypto is entering the most policy-friendly period

7. Bulls surged back overnight— the crypto fear index rose to 62, hitting a new high since 10.11

8. Circle adds the minting of 500 million new USDC on Solana

9. 8.19 epic short-squeeze day settlement leaderboard: several whale short positions liquidated at the level of hundreds of millions

10. Goldman Sachs: September rate-hike pricing is leaning hawkish; pressure on U.S. stocks comes from fluctuating rate-expectation moves

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. Hudson River signs a deal worth several billion dollars with Coreweave for AI trading

2. Garrett Jin: Bitcoin’s key resistance zone is $80,000 to $82,500; the “short squeeze” momentum can’t be sustained long-term

3. Institutions: Inflation remains the Fed’s top policy concern

4. Spot gold falls 1% on the day; currently at $4,477.46 per ounce

5. Alibaba’s Wu Yongming: Alibaba AI annualized revenue exceeds RMB 49.5 billion

6. Germany’s 5-year government bond yield rises by 1 basis point, first touching 3% since 2008

7. “Bull season” profit leaderboard #1 reduces the position to lock in gains; total unrealized profit exceeds $600,000

8. UBS Group: raises Modena’s target price from $50 to $150

9. Cronos co-founder: In Q4, will release CRO’s new tokenomics; plans to push for revenue buyback-and-burn

10. Walmart drops more than 6% pre-market; Q2 comparable sales miss expectations

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. KuCoin obtains ISO/IEC 42001 artificial intelligence management system certification

2. Yili Hua: Bitcoin’s strong rebound and breakout above $68,000 may indicate that the downtrend cycle in crypto has ended

3. The “giant whale” that set “10 big targets first” has closed out $222 million in BTC and ETH short positions, incurring a loss of $6.283 million

4. Bitcoin breaks through $72,000, up 11.8% over the past 24 hours

5. Industry insiders: Samsung Electronics’ shareholder return plan size could be as large as 150 trillion won

6. US media: The US side believes the Iran-Iraq talks had already fallen apart weeks ago

7. “Bull Is Coming” market cap briefly exceeds $70 million, setting a new all-time high again; up more than 60% in 24 hours

8. The “giant whale” that set “10 big targets first” stops out again and significantly reduces its BTC and ETH short positions; the remaining positions still show an unrealized loss of over $2 million

9. ETH rebounds, recouping the giant whale’s unrealized loss of $88.5 million; $270 million long positions are fully back in the green

10. Over the past 30 minutes, a combined total of $45.77 million BTC and ETH short positions were liquidated across two wallets

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. A certain whale withdrew 98,490 HYPE tokens from Coinbase Prime over the past two weeks, worth about $61.1 million

2. JPMorgan Chase: SK hynix may further increase shareholder returns by an additional $130 billion

3. Strategy’s Bitcoin holdings’ unrealized loss narrowed to $4.77 billion

4. Stocks in Korea and Japan opened strong and closed higher; SK hynix rose more than 13%

5. Bitunix analyst: $40 trillion in U.S. Treasury pressure heats up; the Treasury intervenes to push down long-term bond yields, the U.S. dollar tumbles, and BTC and gold rise in tandem

6. Not getting carried away—"Maji" is continuing to cut the HYPE long position

7. Preliminary pay deal reached between SK hynix management and labor: a 6.3% salary increase; the six-month performance bonus changed to stock distribution

8. The day before the U.S. Treasury stepped in, mysterious capital bought $123 million worth of long-term U.S. Treasury ETFs

9. "Inside story of HYPE being listed" whale longs held unmoved for 10 months, with unrealized profits over $44 million; funding fees already paid $4.71 million

10. Affected by Binance delisting, the relevant tokens fell by nearly 10% in the short term

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats latest news roundup

1. Hyperliquid’s largest ETH short position’s unrealized loss has expanded to $19.17 million; liquidation price currently stands at $2,189

2. A $125 million Bitcoin short “whale” position has been fully liquidated, with losses of about $2.9 million

3. On Hyperliquid, the second-largest BTC long position’s unrealized profit has expanded to $5.82 million, while ETH longs are showing an unrealized profit of $3.05 million

4. A whale posted trades after “setting 10 big targets,” going long on Bitcoin; unrealized profit exceeds $13.04 million

5. Ansem: Retail activity has significantly rebounded for the first time in years; Q3 could be the bottom of the crypto market

6. Trump: Negotiations with Iran may take place at some point

7. In the past 24 hours, liquidations across the entire web surged to $1.411 billion, with more than 100,000 people worldwide liquidated

8. Ethereum briefly breaks above $2,100; 24-hour increase of 8.55%

9. Bitcoin breaks above $69,000; 24-hour increase of 6.5%

10. Bitcoin breaks above $67,000

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Roundup

1. MSX second phase of pre-IPO redemption opens; Polymarket subscription yield reaches 33.3%

2. Viewpoint: Bitcoin is approaching a key resistance level; watch for a potential pullback

3. A-share market: Unitree fell over 17% intraday; on trade.xyz, daily trading volume for top orders surpassed 100 million

4. Multicoin Capital deposited 136,174 HYPE tokens into Coinbase Prime today

5. Duan Yongping’s investment advice: take half positions in both Kweichow Moutai and Pop Mart

6. Crypto short-squeeze night: BitMine’s bullish options show unusual trading activity; institutional investors have positioned and added ahead of time

7. A warning from a Democratic Party U.S. senator: rushing the CLARITY bill to a vote may set the legislative process back

8. Binji Pande, a member of the Ethereum Foundation, will join Ethlabs as a founding member

9. BIT withdrew 894.72 BTC from Binance, worth about $61.93 million

10. Biggest bullish catalyst of this rally? A roundup of viewpoints from industry leaders on the draft “Regulation Crypto Assets”

#BlockBeats #加密货币 #快讯 #Web3

📰 BlockBeats Latest News Summary

1. Goldman Sachs: September rate-hike pricing is slightly hawkish; U.S. stock pressure comes from repeated interest-rate expectations

2. A certain Bitcoin whale sold 2,000 BTC at dawn

3. Pool big shot confirms the bottom! F2Pool co-founder posted that the bear market has ended

4. CZ on Trump’s new crypto policy: the policy tailwind won’t only be for Hyperliquid—it’s a positive signal for the entire industry

5. An ETH whale that built a position at low levels a month ago with over 10,000 ETH has started trimming

6. 819 surge suspicious insider addresses roundup: newly created addresses go long 20,000 ETH

7. Rabby Wallet browser extension exposes a signing-extraction vulnerability; the official says it was fixed on the 11th

8. Glassnode: Bitcoin is still in the “capitulation phase”; the current rebound should be viewed as a local rebound during the bottoming process

9. During the ETH rally, on-chain liquidations of shorts over the past 24 hours exceed $1.1 billion

10. Tom Lee takes a breather: Bitmine’s Ethereum holdings saw an overnight unrealized loss drop by nearly $2 billion

#BlockBeats #加密货币 #快讯 #Web3