🚨 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. 💀
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
🔥 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? 💀
🚨 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?