🚨 BREAKING: The Fed just reminded markets who’s in charge.
After the speech by the Fed Chair, gold fell by about $100 from its peak, and silver also dropped more than $1 during the day.
The Fed’s message is pretty clear: inflation is still priority #1, and PCE/CPI coming in better than expected isn’t enough to confirm that core inflation has improved in a sustainable way.
The market’s first reaction: gold & silver were sold off heavily.
For crypto, this is also something to watch: if expectations for Fed easing get pushed back, risk assets could continue to face pressure.
The Fed says one line, and the whole market starts reworking the playbook. 💀
Solana’s institutional demand just crossed another major milestone.
Bitwise’s Solana Staking ETF (BSOL) has surpassed $1B in assets under management, just around 10 months after launch.
More notable: Bitwise said most of the roughly $1B in inflows showed up right during the bear market phase.
BSOL was launched in October 2025 and is a U.S. ETF that provides 100% direct exposure to SOL combined with staking. Bitwise also said the fund aims to stake all of the SOL it holds.
$1B AUM during a bear market is a pretty loud signal.
In my view, this is more noteworthy than just a simple AUM number: traditional investors are increasingly finding ways to access SOL + staking yield without having to directly manage the tokens.
If institutional inflows keep rising as the market recovers, BSOL could become one of the key bridges between TradFi and Solana.
Do you think $SOL could become the next major crypto asset that TradFi allocates heavily to, or will BTC and ETH still dominate the flow?
Walmart’s IPO still has one of the craziest lessons for SpaceX investors.
A $1,000 investment in Walmart at its 1970 IPO would be worth about $38.9M today, thanks to 56 years of compound growth and 12 stock splits.
Meanwhile, a $1,000 investment in NVIDIA at its IPO has already grown to roughly $8.4M—an enormous figure, but still far behind Walmart in long-term performance.
And this is only the part that’s most interesting for SpaceX and Anthropic.
SpaceX is currently valued at around $2T+, while Anthropic has also joined the group of AI startups valued at hundreds of billions of dollars. But both are still at a stage where future growth matters more than their current valuations.
Walmart took more than half a century to turn a small investment into a massive asset.
The real alpha might not be finding the next NVIDIA. It might be having the patience to hold the next Walmart.
If SpaceX truly becomes one of the biggest companies in the world, how much do you think $1,000 today could turn into after 30–50 years? $NVDAB #SpaceX #Walmart #NVIDIA #Anthropic #Stocks #AI #Investing
🚨 Wall Street is quietly adding more crypto to the menu.
Charles Schwab has said it plans to add Solana, Avalanche and Chainlink to its crypto trading platform in the coming months, expanding its lineup beyond Bitcoin and Ethereum.
Notably, this is the next step just about 3 months after Schwab began offering some retail customers direct trading for BTC and ETH.
If rolled out, customers could trade:
• $Sol high speed, low fees • $Avax infrastructure for custom blockchains • $LINK connects the blockchain with data from the outside world
Trades will be supported on the website, mobile app and thinkorswim, with a fee of 75 bps (0.75%) per trade.
BTC → ETH → SOL → AVAX → LINK.
In my opinion, what’s notable isn’t just the 3 new tokens.
This is another sign that crypto is gradually becoming an asset class that TradFi must provide, rather than just a market sitting outside Wall Street.
Do you think the SOL, AVAX and LINK Schwab adds will create real additional demand, or will most of the capital still concentrate on BTC and ETH?
🚨 Bitcoin nodes just received an urgent security warning.
Core Lightning has just released 26.06.7, a security update that patches multiple vulnerabilities that were identified and responsibly reported over the past 3 weeks.
Notably, the technical details of the vulnerabilities have still been kept under wraps for the past 2 weeks.
The reason is fairly simple: if they were disclosed right away, attackers could reverse-engineer the patch to find ways to exploit nodes that haven’t upgraded yet. Core Lightning recommends that all node operators upgrade immediately.
Another detail: Docker images are not available yet, and the developer clearly says not to wait for a new Docker image to upgrade.
Patch first. Details later. Don’t give the attacker a head start.
I think keeping the technical details under embargo right now is reasonable. But the question is: how many node operators actually upgrade quickly enough before the 2-week embargo ends?
🚨 Trump’s AI crackdown just hit a major legal wall.
A U.S. federal judge ruled that the Trump administration’s retaliation against Anthropic was unlawful after the company refused to remove restrictions on how Claude could be used in certain military activities.
In a 59-page ruling, the court said the government’s punishment of Anthropic for the company’s positions could violate the First Amendment, the right to a fair trial, and the Administrative Procedure Act.
The court vacated the designations and bans related to the Department of Defense and issued a permanent injunction against these measures.
Notably, during the proceedings, the government abandoned an important argument and acknowledged that Anthropic has no backdoor in the Claude models it has deployed.
If the sanctions were upheld, Anthropic estimates defense revenue could fall by 50%–100%, while overall revenue in 2026 could be at risk of losing billions of dollars.
The AI war just moved from Washington to the courtroom.
What I find most striking is: if the government can ban an AI company for the way it sets limits on how technology is used, where exactly does the line between national security and government retaliation lie?
Do you think this ruling paves the way for Anthropic—or will the Trump administration continue to appeal?
Chainlink just added another 92K LINK to its strategic reserve.
Chainlink yesterday added 92K $LINK , worth about $1.10M, to its strategic reserve vault.
More notably, the accumulation rate is increasing fairly quickly:
• 92K LINK added in 24 hours • 598.3K LINK accumulated over 30 days • Total reserves currently stand at 5.67M LINK • Total reserve value is roughly $66.44M
The standout number I find most notable is 598.3K LINK over 30 days. This is no longer a single isolated transaction—it’s becoming a fairly clear accumulation trend.
Chainlink is quietly stacking its own token. 💀
Do you think Chainlink’s continuous increase in its strategic reserve will build more confidence in $LINK , or will the market still only care about price action?
The Sandbox just promised to make bridge victims whole.
The Sandbox will compensate valid users holding bridged $SAND on Base and BNB Chain before the attack on August 21 on a 1:1 basis.
Key points:
• About 14.74M SAND was withdrawn from the Ethereum vault, worth roughly $697K
• The compensation will be paid in SAND on Ethereum from the treasury
• No additional tokens will be minted
• Claims are expected to open for 2 weeks and be extended by another 2 weeks
• Two CEXs holding over 72% of the eligible balances will directly distribute compensation to users
• The exploited bridge will be permanently disabled
The vulnerability lies in the bridge verification mechanism on Base and BNB Chain, allowing the attacker to create SAND without collateral. More than 339 trillion SAND without reserves has been minted but is isolated and cannot be moved across chains or converted.
One positive takeaway is that The Sandbox chose to use the treasury to make repayments instead of minting more SAND, thereby not increasing the current Ethereum supply.
Bridge got hacked. Treasury got the bill. 💀
Do you think 1:1 compensation will help $SAND regain trust, or will this bridge exploit continue to haunt the token for a long time?
Chairman of Liquid Capital, JackYi, believes that the resistance zone around $81,000 has not been broken through completely.
His scenario:
• BTC may continue to consolidate slightly over the next few days
• Then surge strongly and break $81K
• The next resistance target is around $86K
• JackYi plans to close the long position at the $86K area
• He expects this area could see a major correction Notably, JackYi still assesses that a bull market is coming. Even at the resistance zone, he says he would only consider a short rather than actually opening a short position.
$81K is the gate. $86K is the exit. 💀
What do you think: does BTC have enough strength to break $81K and move toward $86K, or will the $81K zone remain a tough wall to overcome? #bitcoin $BTC #crypto
🔥 Trump’s AI watchdog is hitting a wall as Big Tech pours money into Washington.
A Trump administration executive order to establish a new AI oversight agency is being stalled, as technology and AI businesses dramatically increase political spending in Washington.
According to data cited in the previous article: • U.S. companies have spent a record $646M on federal political campaigns in the 18 months through June 2026 • Crypto: $206M • Online betting: $76M • Big Tech / AI / Data Centers: $62M • These three groups account for about 53% of total corporate contributions in the 2026 cycle • The figure of $646M is more than 40% higher than total corporate contributions across the entire 2024 presidential election cycle
Notably, AI has just become one of the industries spending to influence policy, while also facing the fact that the new AI regulatory apparatus is stalled.
I think this is the part worth watching: as AI becomes an industry worth hundreds of billions of dollars, the battle isn’t only about models or compute—it’s also about who has a voice in the lawmaking process.
AI is building the future. Washington decides the rules. 💀
Do you think the stalled AI oversight agency is due to complex political procedures, or does it show that the U.S. administration still hasn’t reached consensus on how to regulate the AI industry?
🚨 AI companies are pouring millions into U.S. politics. The 2026 midterms are getting expensive.
U.S. businesses have made a record $646M contribution to political campaigns in the 18 months through June 2026, up 40% from the total amount corporate spending during the entire 2024 presidential election cycle.
Notably, AI is emerging as one of the largest contributing industries to the 2026 midterm election.
A few notable figures: • Total corporate donations: $646M • Up 40% compared to the full 2024 election cycle • Crypto, betting, and AI combined account for more than half of total corporate contributions, roughly $344M • AI-related contributions reported to the FEC reached about $62M • PAC Leading the Future, linked to OpenAI, reported $50M in contributions and raised about $140M in donations + commitments And this still isn’t the whole picture.
The $646M figure does not include dark money, spending across multiple state and local races, or personal money that billionaires/CEOs directly put in.
The most notable thing to me is that AI is no longer just a game of models, chips, and data centers.
As AI increasingly affects regulation, labor, national security, and consumer protection, the industry is starting to pour money in to have a voice in policy.
AI used to compete for compute. Now it’s competing for political influence. 💀
Do you think this AI industry is protecting its interests, or a sign that technology is having too much political influence?
🔥 BlackRock has been buying Bitcoin and Ethereum for 8 straight trading days.
BlackRock continues to accumulate crypto on a multi-billion-dollar scale, as buy-side flows into BTC and ETH have been sustained for eight consecutive trading sessions.
• 27.7K BTC worth about $2.2B • 385.6K ETH worth about $961M • Total value bought about $3.161B
Notably, BlackRock is not only increasing its exposure to Bitcoin, but is also buying Ethereum at a scale of nearly $1B.
I think the key point to watch isn’t just how much BTC and ETH are being bought, but that institutional demand continues to emerge in both of the two largest assets in the market.
8 days. $3.16B. BlackRock keeps stacking. 💀
Do you think BlackRock is kicking off a bigger institutional accumulation wave for BTC and ETH, or is this just a normal ETF inflow cycle?
🚨 Grayscale thinks Zcash could actually steal market share from Bitcoin.
Grayscale Research says that Zcash ($ZEC ) genuinely has the opportunity to gain market share from Bitcoin ($BTC) thanks to certain advantages that Grayscale calls “latecomer advantages.”
Notably: • 🔐 Financial privacy: ZEC could meet the need for financial security in the era of AI surveillance • 🌉 Cross-chain: expands interoperability through NEAR Intents • 🛡️ Security: continues to be developed to address cybersecurity threats • ₿ BTC & ZEC: Grayscale believes these two assets can complement each other rather than fully competing head-to-head
What I find interesting is that this argument isn’t simply “ZEC will replace BTC.”
Bitcoin has advantages in network effects, liquidity, and status as the largest crypto asset, while Zcash is trying to build a different narrative: privacy in a world increasingly monitored by AI and data.
Bitcoin is the digital gold. Zcash is asking: what if digital gold needs a privacy mode? 💀
🚨 Today is a macro-heavy day. Markets better keep their eyes open.
On August 28, a slew of important economic data will be released in Japan, Europe, and the United States.
Notably:
• 🇯🇵 Japan: July unemployment rate • 🇫🇷 France: Preliminary August CPI • 🇩🇪 Germany: Final Q2 GDP + July unemployment data • 🇨🇭 Switzerland: KOF Economic Barometer • 🇪🇺 Eurozone: August Economic & Industrial Confidence • 🇺🇸 United States: August Chicago PMI • 🇺🇸 Michigan Consumer Sentiment + 1-year inflation expectations • 🇺🇸 Nonfarm Payrolls benchmark revision data • 🎤 Fed Chair Waller will also deliver remarks
This is the kind of day where a few CPI prints, jobs numbers, or consumer sentiment that deviate from expectations can move the USD, Treasury yields, and crypto all at once.
Macro doesn’t care about your leverage. It just comes for it. 💀
I’ll pay particular attention to the U.S. data + the Fed’s speech, since they could continue to shape expectations for monetary policy in the coming weeks.
Do you think August 28 will be a risk-on or risk-off day for crypto?
🚨 AI companies are pouring millions into U.S. politics. The 2026 midterms are getting expensive.
U.S. businesses have made a record $646M contribution to political campaigns in the 18 months through June 2026, up 40% from the total amount corporate spending during the entire 2024 presidential election cycle.
Notably, AI is emerging as one of the largest contributing industries to the 2026 midterm election.
A few notable figures: • Total corporate donations: $646M • Up 40% compared to the full 2024 election cycle • Crypto, betting, and AI combined account for more than half of total corporate contributions, roughly $344M • AI-related contributions reported to the FEC reached about $62M • PAC Leading the Future, linked to OpenAI, reported $50M in contributions and raised about $140M in donations + commitments And this still isn’t the whole picture.
The $646M figure does not include dark money, spending across multiple state and local races, or personal money that billionaires/CEOs directly put in.
The most notable thing to me is that AI is no longer just a game of models, chips, and data centers.
As AI increasingly affects regulation, labor, national security, and consumer protection, the industry is starting to pour money in to have a voice in policy.
AI used to compete for compute. Now it’s competing for political influence. 💀
Do you think this AI industry is protecting its interests, or a sign that technology is having too much political influence?
The Ethena Foundation has just announced 4 major changes for the $ENA ecosystem: • Buy back all ENA that has been locked from certain seed investors who sold tokens in the past 9 months.
• Continue to align the value of ENA tokens with Ethena Labs, with the value/IP generated belonging to the fund and being managed by ENA holders.
• Propose using the net revenue from all Ethena products to buy back ENA through a recurring program.
• Cancel the mechanism for monthly VC token unlocks in the future, reducing the pressure of regular selling on the market.
The last point, in my opinion, is the most noteworthy.
If revenue → ENA buyback, while VC no longer unlocks monthly, tokenomics shifts from the story of “how will the supply be dumped?” to “how much does the protocol earn, and how much of it is used to buy back tokens?”
$ENA is also reacting quite strongly to this news, up nearly 10% according to the data in the article.
VC unlock cancelled. Buybacks activated. The token just got a little less “exit liquidity.” 💀
Do you think this is a true turning point for ENA tokenomics, or is the market pumping first and only asking about fundamentals later?