🚨 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. 💀
AI is making investment scams harder to spot — and far more expensive.
In 2025, losses from investment scams in the U.S. exceeded $8B, up 38% from 2024, with 144,041 consumers reporting being victimized. Notably, AI is helping scammers upgrade nearly the entire process:
• Clone voices and generate deepfake videos
• Impersonate financial experts or celebrities
• Run social media ads for fake projects
• Create trading websites with fake balances and profits A fairly sophisticated tactic is to have victims successfully withdraw a small amount to build trust. Then the platform asks them to deposit more money or pay a “fee” to withdraw a larger amount.
Meanwhile, FBI data shows that reported damages from cybercrime in the U.S. in 2025 reached up to $20.877B, including complaints related to crypto totaling about $11.37B in losses.
AI didn’t make scams smarter. It made scammers scalable.
In my view, the biggest risk is no longer a crypto project looking “too fake,” but rather a scam packaged by AI with enough professionalism to appear like a real investment opportunity.
Do you think AI will help detect scams faster, or will it ultimately help scammers stay one step ahead?
OpenAI just cut Cursor off after the SpaceX acquisition.
OpenAI has just announced that it will end its model supply contract for Cursor, with the expected access stop date being 12/11/2026.
The direct reason is that SpaceX has acquired Cursor, completing the deal on 14/8. OpenAI said it cannot be certain that SpaceX will use its technology in accordance with the service terms, and it also cited a history of contract disputes with companies owned by Elon Musk.
Notably, Cursor is not directly accused by OpenAI of violating the contract. The termination was triggered by the change-of-control clause following the acquisition. OpenAI also said that future models such as Astra will not be provided to Cursor.
Cursor is currently not entirely dependent on OpenAI. The platform has integrated many other models, and SpaceX wants to push Grok + AI coding + compute after the deal.
One acquisition just turned an AI partnership into a model-access war.
In my view, this isn’t only about Cursor losing access to OpenAI. It shows that AI infrastructure is increasingly being pulled into competition between ecosystems, where owning an application can determine which models are allowed to run inside it.
Do you think Cursor will fully tilt toward Grok after losing OpenAI, or will it still find a way to keep OpenAI through an API/gateway?
DeepSeek’s founder is quietly positioning for China’s next IPO wave.
Liang Wenfeng, the founder of DeepSeek, is taking High-Flyer, the quantitative fund behind DeepSeek, deeper into China’s pre-IPO market.
High-Flyer is said to have participated in pre-IPO deals in sectors that Beijing is prioritizing, such as AI, semiconductors, and robotics, including CXMT and Unitree Robotics.
What’s notable is that this strategy isn’t just about investing. DeepSeek is reportedly aiming for an IPO on the STAR Market in Shanghai, turning the AI company that once jolted global markets into one of the major candidates in China’s technology IPO wave.
If this model succeeds, Liang Wenfeng won’t just be building an AI lab.
He is using quant + AI + private markets to gain access to an entire technology ecosystem before it goes public.
The AI race is becoming an IPO race too.
What do you think—could DeepSeek’s IPO become the next boost for China Tech, or is the Chinese market pricing AI too far beyond fundamentals?
The net inflow of spot Bitcoin ETFs in the U.S. on August 28 came in at -$201.81M, ending the previous streak of positive fund flows.
Notably, across the tracked ETF group, only Morgan Stanley’s MSBT recorded an inflow, with +$9.34M on the day.
On the other hand, ARKB by Ark Invest & 21Shares led the outflows with -$114.89M.
Meanwhile, total net assets of spot Bitcoin ETFs are currently about $97.59B, equivalent to 6.28% of Bitcoin’s market capitalization, while cumulative net flows since launch are around $54.63B.
$201M walked out in one day. ETF buyers finally hit the brakes.
What I’ll be watching is whether this is just a single profit-taking session after a strong inflow streak, or whether there are signs of a change in institutional demand beginning to emerge.
Do you think ETF flows will bounce back immediately in the next session, or will Bitcoin face more selling pressure?
Strategy’s Bitcoin strategy just hit a narrative problem.
According to Bitfinex analysts, Strategy sold 6,948 BTC between late May and early August. While this scale is relatively small compared with daily spot BTC liquidity, each sale still creates psychological pressure because Strategy is currently the largest corporate holder of Bitcoin.
Notably, over the past two consecutive weeks, Strategy did not buy or sell any BTC, keeping its holdings unchanged at 840,447 BTC.
At a BTC price around $78,700, these holdings are worth nearly $66B, higher than the average cost basis of about $75,385 per BTC. The total cost to build the position is approximately $63.36B.
Meanwhile, Strategy is still raising capital through MSTR stock. Just in the 17–23/8 period, the company raised about $2.01B while also increasing its cash reserves to roughly $6.69B.
According to Bitfinex, this indicates that Strategy is currently neutral rather than actively buying BTC. The company appears to prioritize raising funds via stock issuance instead of selling additional Bitcoin—at least under current conditions.
The biggest corporate Bitcoin holder not buying is becoming part of the market narrative.
In my view, this is the key point to watch: if Strategy returns to aggressive buying, that could be an important signal.
But if it continues to stay on the sidelines, the market will have to absorb the BTC amount that Strategy had previously been frequently accumulating.
Do you think Strategy will soon resume buying BTC, or is the “Strategy buys every dip” era temporarily coming to an end?
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