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AiCoin(官网:aicoin.com )是全球领先的数据分析平台,提供专业K线、价格预警、AI分析、链上数据、热点快讯、KOL社区、智能下单及套利工具等服务。🎁币安邀请码:aicoin668
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[AiCoin丨8.29 Snapshot: Fed Rate-Hike Expectations Heat Up, Nonfarm Data Shocks, Gold Falls Below 4530]1. After a speech by Federal Reserve Chair Kevin Wosh, market bets on a Fed rate hike increased After a speech by Federal Reserve Chair Kevin Wosh, market bets on a Fed rate hike increased. - original 2. The initial estimate of the U.S. 2026 nonfarm payrolls benchmark change was -79,000, far below expectations of 183,000 The initial estimate of the U.S. 2026 nonfarm payrolls benchmark change (not seasonally adjusted) was -79,000, against expectations of 183,000, and a prior value of -862,000. (Jin10) AI interpretation: The initial benchmark change in employment was far below expectations, directly revealing a significant slowdown in the labor market’s expansion momentum. This data revises earlier optimistic assessments of job growth, reflecting that the economy’s ability to absorb employment is rapidly declining. The result shatters the market’s fantasy of continued strength in the employment market and forces investors to reassess the reality of economic slowdown. Policymakers will use this data to adjust their judgment about the balance of labor supply and demand, thereby reinforcing the necessity of a shift in monetary policy toward easing. - original

[AiCoin丨8.29 Snapshot: Fed Rate-Hike Expectations Heat Up, Nonfarm Data Shocks, Gold Falls Below 4530]

1. After a speech by Federal Reserve Chair Kevin Wosh, market bets on a Fed rate hike increased
After a speech by Federal Reserve Chair Kevin Wosh, market bets on a Fed rate hike increased. - original
2. The initial estimate of the U.S. 2026 nonfarm payrolls benchmark change was -79,000, far below expectations of 183,000
The initial estimate of the U.S. 2026 nonfarm payrolls benchmark change (not seasonally adjusted) was -79,000, against expectations of 183,000, and a prior value of -862,000. (Jin10) AI interpretation: The initial benchmark change in employment was far below expectations, directly revealing a significant slowdown in the labor market’s expansion momentum. This data revises earlier optimistic assessments of job growth, reflecting that the economy’s ability to absorb employment is rapidly declining. The result shatters the market’s fantasy of continued strength in the employment market and forces investors to reassess the reality of economic slowdown. Policymakers will use this data to adjust their judgment about the balance of labor supply and demand, thereby reinforcing the necessity of a shift in monetary policy toward easing. - original
NVIDIA was reportedly preparing a US political action committee called NVPAC around August 27, 2026, with voluntary donations from eligible employees, specifically intended to support candidates at the federal level in the United States. In other words, the money appears to be coming from individual employees, but the vehicle is a PAC named after the company. Its full name is the “NVIDIA Corporation Employees Federal Political Action Committee.” The backdrop also overlaps with sensitive issues such as AI regulation and chip export controls. This design, on the one hand, helps sidestep public pressure over “direct corporate donations.” On the other hand, it also invites questions: are employees expressing their own political preferences, or are they voting on behalf of their employer’s demands regarding regulatory and export policies? For the AI and semiconductor industries as a whole, if leading companies increasingly follow a path of “employee fundraising + PAC,” policy bargaining could become more institutionalized. But it would also add another layer to the competition—one that uses political tools alongside technical rivalry. How regulators draw the boundary going forward is something worth monitoring.
NVIDIA was reportedly preparing a US political action committee called NVPAC around August 27, 2026, with voluntary donations from eligible employees, specifically intended to support candidates at the federal level in the United States.

In other words, the money appears to be coming from individual employees, but the vehicle is a PAC named after the company. Its full name is the “NVIDIA Corporation Employees Federal Political Action Committee.” The backdrop also overlaps with sensitive issues such as AI regulation and chip export controls.

This design, on the one hand, helps sidestep public pressure over “direct corporate donations.” On the other hand, it also invites questions: are employees expressing their own political preferences, or are they voting on behalf of their employer’s demands regarding regulatory and export policies?

For the AI and semiconductor industries as a whole, if leading companies increasingly follow a path of “employee fundraising + PAC,” policy bargaining could become more institutionalized. But it would also add another layer to the competition—one that uses political tools alongside technical rivalry. How regulators draw the boundary going forward is something worth monitoring.
Verified
【AiCoin丨8.28 Snapshot: BlackRock makes eight consecutive purchases, Trump escalates tariffs, Strategy remains debt-free】1. The number of U.S. initial jobless claims at 203,000 was below expectations, reinforcing expectations that high interest rates will stay in place The number of initial jobless claims in the United States for the week ending August 22 was 203,000, below expectations of 208,000. The prior value was revised from 206,000 to 207,000. AI interpretation: Initial jobless claims were below expectations and below the prior value, directly proving that demand in the U.S. labor market remains strong. This data dispels market concerns about employment cooling and further reinforces expectations of a soft landing for the economy. Strong employment performance gives the Federal Reserve confidence to maintain a high-interest-rate policy, and market bets on rate cuts in the near term were effectively suppressed. This outcome strengthens the policy narrative that the high-interest-rate environment will persist for longer. -Original text

【AiCoin丨8.28 Snapshot: BlackRock makes eight consecutive purchases, Trump escalates tariffs, Strategy remains debt-free】

1. The number of U.S. initial jobless claims at 203,000 was below expectations, reinforcing expectations that high interest rates will stay in place
The number of initial jobless claims in the United States for the week ending August 22 was 203,000, below expectations of 208,000. The prior value was revised from 206,000 to 207,000. AI interpretation: Initial jobless claims were below expectations and below the prior value, directly proving that demand in the U.S. labor market remains strong. This data dispels market concerns about employment cooling and further reinforces expectations of a soft landing for the economy. Strong employment performance gives the Federal Reserve confidence to maintain a high-interest-rate policy, and market bets on rate cuts in the near term were effectively suppressed. This outcome strengthens the policy narrative that the high-interest-rate environment will persist for longer. -Original text
BTC surged past $80,000 and then fell back—there’s so much good news, so why can’t it break out? Over the past couple of days, BTC’s been a bit frustrating to watch. PCE came in on the hot side, Nvidia’s earnings again beat expectations, and there are about $6.4 billion worth of BTC options expiring on Friday. News comes one after another: BTC pushed up toward $80,000, then turned around and slid back. The sell pressure above $80,000 doesn’t seem to have fully been digested yet. With PCE still running a bit hot, the market has become more cautious about expectations for rate cuts, so chasing breakout entries naturally gets tempered. And even with Nvidia’s performance so strong, risk appetite hasn’t been fully ignited—this also suggests the market’s reaction to good news isn’t as fierce as earlier. Add the large options expiry on Friday, and seeing these back-and-forth sweeps over the last few days isn’t really surprising. Right now, when I watch the chart, I focus on three signals: Can BTC hold above $80,000; Is there clear volume expansion when it breaks through; And is spot capital actually moving in. Once all three show up, it’s much easier to feel comfortable staying bullish for a bit longer. If it only spikes near $80,000 and then keeps pulling back, I’ll keep waiting. After all, it’s already risen from $60,000 to here—so this isn’t exactly a low position anymore. At lower levels, you can speculate a bit; at higher levels, you need to see whether the market gives confirmation. The real question worth asking now is just one: Above $80,000, how much capital is still willing to step in to buy? For market information sharing only and does not constitute investment advice. Crypto assets are highly volatile—please make decisions carefully.#英伟达营收超预期股价涨4% #比特币64亿美元期权将到期
BTC surged past $80,000 and then fell back—there’s so much good news, so why can’t it break out?

Over the past couple of days, BTC’s been a bit frustrating to watch.
PCE came in on the hot side, Nvidia’s earnings again beat expectations, and there are about $6.4 billion worth of BTC options expiring on Friday.
News comes one after another: BTC pushed up toward $80,000, then turned around and slid back.

The sell pressure above $80,000 doesn’t seem to have fully been digested yet.
With PCE still running a bit hot, the market has become more cautious about expectations for rate cuts, so chasing breakout entries naturally gets tempered.
And even with Nvidia’s performance so strong, risk appetite hasn’t been fully ignited—this also suggests the market’s reaction to good news isn’t as fierce as earlier.
Add the large options expiry on Friday, and seeing these back-and-forth sweeps over the last few days isn’t really surprising.

Right now, when I watch the chart, I focus on three signals:
Can BTC hold above $80,000;
Is there clear volume expansion when it breaks through;
And is spot capital actually moving in.

Once all three show up, it’s much easier to feel comfortable staying bullish for a bit longer.
If it only spikes near $80,000 and then keeps pulling back, I’ll keep waiting.
After all, it’s already risen from $60,000 to here—so this isn’t exactly a low position anymore.
At lower levels, you can speculate a bit; at higher levels, you need to see whether the market gives confirmation.

The real question worth asking now is just one:
Above $80,000, how much capital is still willing to step in to buy?
For market information sharing only and does not constitute investment advice. Crypto assets are highly volatile—please make decisions carefully.#英伟达营收超预期股价涨4% #比特币64亿美元期权将到期
U.S. spot Bitcoin ETFs saw approximately $314.3 million in net inflows on August 25, according to another data provider, marking the seventh consecutive day of net fund inflows. On the same day, spot Ethereum ETFs also recorded net inflows of about $179.8 million. Mizuho analyst Dan Dolev believes that this rebound is driven more by spot holdings and ETFs. Open positions denominated in coin (the underlying asset) declined back to a one-month low after an initial rise, suggesting that the presence of high-leverage funds is waning. In other words, the market is being supported more by funds that are willing to build positions gradually through compliant products, rather than by a group of short-term traders wielding leverage of a dozen times or more. This type of structure carries relatively more controllable risk in terms of potential cascading liquidations. Of course, a “healthier” funding structure does not mean price will move in only one direction. The upward pace may be slower, and pullbacks will still occur. The key to watch next is whether these ETF net inflows can be sustained and whether they will expand to include more crypto assets.
U.S. spot Bitcoin ETFs saw approximately $314.3 million in net inflows on August 25, according to another data provider, marking the seventh consecutive day of net fund inflows. On the same day, spot Ethereum ETFs also recorded net inflows of about $179.8 million.

Mizuho analyst Dan Dolev believes that this rebound is driven more by spot holdings and ETFs. Open positions denominated in coin (the underlying asset) declined back to a one-month low after an initial rise, suggesting that the presence of high-leverage funds is waning.

In other words, the market is being supported more by funds that are willing to build positions gradually through compliant products, rather than by a group of short-term traders wielding leverage of a dozen times or more. This type of structure carries relatively more controllable risk in terms of potential cascading liquidations.

Of course, a “healthier” funding structure does not mean price will move in only one direction. The upward pace may be slower, and pullbacks will still occur. The key to watch next is whether these ETF net inflows can be sustained and whether they will expand to include more crypto assets.
【AiCoin丨8.27 Snapshot: PCE beats expectations, gold plunges, stablecoin alliance】1. US July PCE inflation came in above expectations, and the probability of a Fed rate hike in September rose to 42% The US July PCE price index year-over-year was 3.7%, unchanged from the previous month and above the market expectation of 3.6%. -Original 2. Trump is attempting to influence the Fed’s monetary policy through four personnel windows US President Trump is trying to influence monetary policy by replacing Federal Reserve officials. In the future, there are four windows that could affect the Fed’s personnel arrangements: the firing of Cook case, the end of former Fed Chair Jerome Powell’s term, whether Jefferson stays or leaves, and the appointment of a candidate for Atlanta Fed president. -Original

【AiCoin丨8.27 Snapshot: PCE beats expectations, gold plunges, stablecoin alliance】

1. US July PCE inflation came in above expectations, and the probability of a Fed rate hike in September rose to 42%
The US July PCE price index year-over-year was 3.7%, unchanged from the previous month and above the market expectation of 3.6%. -Original
2. Trump is attempting to influence the Fed’s monetary policy through four personnel windows
US President Trump is trying to influence monetary policy by replacing Federal Reserve officials. In the future, there are four windows that could affect the Fed’s personnel arrangements: the firing of Cook case, the end of former Fed Chair Jerome Powell’s term, whether Jefferson stays or leaves, and the appointment of a candidate for Atlanta Fed president. -Original
[There is a buy order for $78 million under BTC, and it has been sitting there for 38 hours…] This money hasn’t been canceled yet. Now BTC is around $78,000, and it’s getting closer. I just checked the AiCoin PRO data: on the 45-minute timeframe, BTC is testing the EMA55. If EMA55 can’t hold, first look at EMA89: $78,435. Below that is the area where this large order sits. On Binance’s BTC perpetuals, there are currently 5 buy orders sitting between $77,088 and $77,788, totaling $78.17 million. All of them have been in place for more than 1 day and 14 hours. Four of them are placed at: $77,088 / $77,288 / $77,488 / $77,688 They’re exactly spaced every $200, and the order times are also fairly close. Looking at the order book, this placement does look like layered orders. However, just because the orders are sitting there all the time doesn’t necessarily mean they will get filled. What matters more is whether this $78 million is still there if BTC drops further. If BTC reclaims the moving average, the first targets above are $79,945—$80,000. For tonight’s price action, I will first keep an eye on the orders below. The above is only market data observation and personal opinion, and does not constitute investment advice. Crypto asset prices can fluctuate significantly—please be mindful of risks. #比特币受阻于81000美元50周均线
[There is a buy order for $78 million under BTC, and it has been sitting there for 38 hours…]

This money hasn’t been canceled yet.

Now BTC is around $78,000, and it’s getting closer.

I just checked the AiCoin PRO data: on the 45-minute timeframe, BTC is testing the EMA55. If EMA55 can’t hold, first look at EMA89: $78,435. Below that is the area where this large order sits.

On Binance’s BTC perpetuals, there are currently 5 buy orders sitting between $77,088 and $77,788, totaling $78.17 million. All of them have been in place for more than 1 day and 14 hours.

Four of them are placed at:
$77,088 / $77,288 / $77,488 / $77,688

They’re exactly spaced every $200, and the order times are also fairly close.

Looking at the order book, this placement does look like layered orders.

However, just because the orders are sitting there all the time doesn’t necessarily mean they will get filled. What matters more is whether this $78 million is still there if BTC drops further.

If BTC reclaims the moving average, the first targets above are $79,945—$80,000.

For tonight’s price action, I will first keep an eye on the orders below.

The above is only market data observation and personal opinion, and does not constitute investment advice. Crypto asset prices can fluctuate significantly—please be mindful of risks.
#比特币受阻于81000美元50周均线
U.S. Las Vegas businessman Brent Kovar was convicted of being involved in a $24 million Ponzi scheme tied to a crypto project called Profit Connect, with the maximum sentence (or potential) reaching up to 280 years in prison. The project was packaged to the public as “mining returns,” but the Department of Justice said its operation was actually a textbook case of “using funds from new investors to pay off old investors”—it may look like it’s cashing in on computing power gains, but at its core it’s the same old game of robbing Peter to pay Paul. As of 2026, countries around the world are tightening regulation of digital assets. This case is seen as part of the U.S.’s continuing crackdown on crypto-related fraud, and it serves as a warning to projects raising funds under banners like “stable, high mining returns”: the compliance boundaries are being redrawn more clearly than ever. Next, the final sentencing outcome will be key, along with how other judicial jurisdictions will respond to similar models. Market participants—whether teams or users—need to re-examine the true risk structure behind “high-yield mining.”
U.S. Las Vegas businessman Brent Kovar was convicted of being involved in a $24 million Ponzi scheme tied to a crypto project called Profit Connect, with the maximum sentence (or potential) reaching up to 280 years in prison.

The project was packaged to the public as “mining returns,” but the Department of Justice said its operation was actually a textbook case of “using funds from new investors to pay off old investors”—it may look like it’s cashing in on computing power gains, but at its core it’s the same old game of robbing Peter to pay Paul.

As of 2026, countries around the world are tightening regulation of digital assets. This case is seen as part of the U.S.’s continuing crackdown on crypto-related fraud, and it serves as a warning to projects raising funds under banners like “stable, high mining returns”: the compliance boundaries are being redrawn more clearly than ever.

Next, the final sentencing outcome will be key, along with how other judicial jurisdictions will respond to similar models. Market participants—whether teams or users—need to re-examine the true risk structure behind “high-yield mining.”
[AiCoin丨8.26 Snapshot: Giant Whales Move In, Bitcoin Breaks Below $80K, IBIT Lowers Threshold]1. China warns that U.S. sanctions on Iran disrupt the global economy, and may take retaliatory measures China warns that U.S. sanctions on Iran are disrupting the global economy. - Original text 2. X platform announces plans to allow users to buy Bitcoin X platform announces plans to allow users to buy Bitcoin. - Original text 3. Bitcoin falls below the $80,000 mark; gold declines to $4,605 per ounce Bitcoin surged on Tuesday to as high as $81,265, then pulled back, once dipping to $78,111 and falling below the $80,000 mark. Gold moved in tandem lower; spot gold at one point slid nearly 2% to $4,605 per ounce, after having risen to $4,697. As U.S. Treasury yields retreated, the S&P 500 rose 0.2% and the Nasdaq gained 0.5%, while the yield on the U.S. 30-year Treasury note fell below 5.2%. The market estimates there is about a 61.9% probability that the Fed will keep interest rates unchanged in September. Attention has shifted to the U.S. July PCE inflation data and Nvidia’s earnings report. - Original text

[AiCoin丨8.26 Snapshot: Giant Whales Move In, Bitcoin Breaks Below $80K, IBIT Lowers Threshold]

1. China warns that U.S. sanctions on Iran disrupt the global economy, and may take retaliatory measures
China warns that U.S. sanctions on Iran are disrupting the global economy. - Original text
2. X platform announces plans to allow users to buy Bitcoin
X platform announces plans to allow users to buy Bitcoin. - Original text
3. Bitcoin falls below the $80,000 mark; gold declines to $4,605 per ounce
Bitcoin surged on Tuesday to as high as $81,265, then pulled back, once dipping to $78,111 and falling below the $80,000 mark. Gold moved in tandem lower; spot gold at one point slid nearly 2% to $4,605 per ounce, after having risen to $4,697. As U.S. Treasury yields retreated, the S&P 500 rose 0.2% and the Nasdaq gained 0.5%, while the yield on the U.S. 30-year Treasury note fell below 5.2%. The market estimates there is about a 61.9% probability that the Fed will keep interest rates unchanged in September. Attention has shifted to the U.S. July PCE inflation data and Nvidia’s earnings report. - Original text
BTC-2.26%
TSLAB-1.74%
IBITETF-3.15%
NVIDIA announced two things on August 24, 2026: the Groq 3 LPX inference accelerator will fully go into production, and SpaceXAI will deploy the Vera CPU, with plans to expand the Vera Rubin platform to space/on-orbit computing scenarios. Vera is a CPU built specifically for agentic AI, integrating 88 in-house Olympus cores, along with the Rubin GPU and Groq 3 LPX. The goal is to turn “large-model token generation” into a pipeline. Reports say the Groq 3 LPX may reach around 3,400 tokens per second (to be verified); on the inference side, it targets high-throughput, low-latency scenarios. Compared with the traditional model that sells only GPUs, this looks more like an integrated solution spanning CPU, GPU, inference accelerators, and space/edge computing. In the short term, we’ll need to see the real shipments of Groq 3 LPX and how well the ecosystem adopts it. In the long term, it will come down to whether Vera Rubin can deliver benchmark applications in orbit.
NVIDIA announced two things on August 24, 2026: the Groq 3 LPX inference accelerator will fully go into production, and SpaceXAI will deploy the Vera CPU, with plans to expand the Vera Rubin platform to space/on-orbit computing scenarios.

Vera is a CPU built specifically for agentic AI, integrating 88 in-house Olympus cores, along with the Rubin GPU and Groq 3 LPX. The goal is to turn “large-model token generation” into a pipeline. Reports say the Groq 3 LPX may reach around 3,400 tokens per second (to be verified); on the inference side, it targets high-throughput, low-latency scenarios.

Compared with the traditional model that sells only GPUs, this looks more like an integrated solution spanning CPU, GPU, inference accelerators, and space/edge computing. In the short term, we’ll need to see the real shipments of Groq 3 LPX and how well the ecosystem adopts it. In the long term, it will come down to whether Vera Rubin can deliver benchmark applications in orbit.
【BTC Breaks $80,000: This Time, It’s Really a Bit Different】 To be honest, when it hit $62,000, I didn’t expect to see $80,000 again so quickly. In just one week, BTC surged from around $63,000 to above $80,000—up more than 20%. Now, when I look at this move, there’s one change that’s quite obvious: This time, it doesn’t look like a pure emotional rebound. First, the shorts were repeatedly squeezed out. After BTC broke $70,000 and $75,000, shorts started cutting losses and getting liquidated, which kept adding fuel to the rally. But if it were only a short squeeze, usually it would be about enough once it reaches this level. What truly made me start paying attention is that ETF capital is back. Last week, U.S. spot BTC ETFs recorded net inflows for five straight trading days—about $1.92 billion for the week. The logic is pretty simple: Short covering is buying, and ETF inflows are also buying. One is forced buying, and the other is real, cash-driven allocation. With both happening at the same time, the nature of the market move is different. Looking further up, the U.S. dollar, interest rates, and expectations for liquidity are also starting to affect BTC again. So when BTC reclaims $80,000 this time, I actually think what happens after $80,000 matters more than the breakout itself. Right now, I’m watching three key things: Can BTC hold above $80,000? Can ETF inflows continue? Will macro data and Jackson Hole cool off risk assets? If a pullback to $80,000 can be absorbed—turning the resistance level into support—then this move may still have room to run. But if it spikes up and then quickly falls back, then be careful—that could just be a very pretty fakeout. So it’s still not time to shout, “The bull market is back.” But at least one thing is clear: When BTC was at $62,000, what people feared was further declines. At $80,000, what the market is starting to fear is missing out. That’s the real place where sentiment has changed. #btc触及80000美元
【BTC Breaks $80,000: This Time, It’s Really a Bit Different】
To be honest, when it hit $62,000, I didn’t expect to see $80,000 again so quickly.
In just one week, BTC surged from around $63,000 to above $80,000—up more than 20%.
Now, when I look at this move, there’s one change that’s quite obvious:
This time, it doesn’t look like a pure emotional rebound.
First, the shorts were repeatedly squeezed out.
After BTC broke $70,000 and $75,000, shorts started cutting losses and getting liquidated, which kept adding fuel to the rally.
But if it were only a short squeeze, usually it would be about enough once it reaches this level.
What truly made me start paying attention is that ETF capital is back.
Last week, U.S. spot BTC ETFs recorded net inflows for five straight trading days—about $1.92 billion for the week.
The logic is pretty simple:
Short covering is buying, and ETF inflows are also buying.
One is forced buying, and the other is real, cash-driven allocation.
With both happening at the same time, the nature of the market move is different.
Looking further up, the U.S. dollar, interest rates, and expectations for liquidity are also starting to affect BTC again.
So when BTC reclaims $80,000 this time, I actually think what happens after $80,000 matters more than the breakout itself.
Right now, I’m watching three key things:
Can BTC hold above $80,000?
Can ETF inflows continue?
Will macro data and Jackson Hole cool off risk assets?
If a pullback to $80,000 can be absorbed—turning the resistance level into support—then this move may still have room to run.
But if it spikes up and then quickly falls back, then be careful—that could just be a very pretty fakeout.
So it’s still not time to shout, “The bull market is back.”
But at least one thing is clear:
When BTC was at $62,000, what people feared was further declines.
At $80,000, what the market is starting to fear is missing out.
That’s the real place where sentiment has changed.
#btc触及80000美元
Verified
BitMine Immersion Technologies increased its ETH holdings by 32,447 within a week. Its latest total holdings are 5,847,611 ETH, or about 4.8% of Ethereum’s total supply. Total assets are approximately $14.9 billion, of which cash and marketable securities are only about $308 million. In other words, this listed company’s balance sheet is already highly tied to ETH: a small cash buffer, a large Ethereum position, plus a small amount of BTC (about 210 coins), roughly $180 million in other crypto assets, and a basket of investments referred to as “Moonshots.” For the Ethereum market, this means nearly 5% of the supply is concentrated in a single institution’s account. Long-term lockups may tighten the circulating supply, but any volatility at the company level could also amplify market swings at certain points. Next, the key question is whether BitMine will continue accumulating at high levels, or whether changes in regulation, accounting rules, or pressures from its own operations force it to adjust this highly concentrated treasury strategy.
BitMine Immersion Technologies increased its ETH holdings by 32,447 within a week. Its latest total holdings are 5,847,611 ETH, or about 4.8% of Ethereum’s total supply. Total assets are approximately $14.9 billion, of which cash and marketable securities are only about $308 million.

In other words, this listed company’s balance sheet is already highly tied to ETH: a small cash buffer, a large Ethereum position, plus a small amount of BTC (about 210 coins), roughly $180 million in other crypto assets, and a basket of investments referred to as “Moonshots.”

For the Ethereum market, this means nearly 5% of the supply is concentrated in a single institution’s account. Long-term lockups may tighten the circulating supply, but any volatility at the company level could also amplify market swings at certain points.

Next, the key question is whether BitMine will continue accumulating at high levels, or whether changes in regulation, accounting rules, or pressures from its own operations force it to adjust this highly concentrated treasury strategy.
【AiCoin丨8.25 Snapshot: Repo Program Boost, Raised Gold Targets, Reserve Purchases】1. Bloomberg: The U.S. will impose an additional 7.5% tariff on Chinese goods According to Bloomberg, the U.S. will impose an additional 7.5% tariff on Chinese goods. - Original 2. Tom Lee: The U.S. Treasury’s nearly $1 trillion repo program is bullish for stocks and cryptocurrencies Tom Lee says that the U.S. Treasury’s nearly $1 trillion repo program will push down long-term interest rates, benefiting long-term assets such as stocks, cryptocurrencies, gold, and real estate. - Original 3. Citibank raises its near-term gold target to $4,800 per ounce, while keeping its 6–12 month target at $5,000 Citibank has raised its 0–3 month gold price target from $4,500 per ounce to $4,800 per ounce, while keeping its 6–12 month target at $5,000 per ounce unchanged. Physical demand needs to catch up in order to sustain this round of gains. - Original

【AiCoin丨8.25 Snapshot: Repo Program Boost, Raised Gold Targets, Reserve Purchases】

1. Bloomberg: The U.S. will impose an additional 7.5% tariff on Chinese goods
According to Bloomberg, the U.S. will impose an additional 7.5% tariff on Chinese goods. - Original
2. Tom Lee: The U.S. Treasury’s nearly $1 trillion repo program is bullish for stocks and cryptocurrencies
Tom Lee says that the U.S. Treasury’s nearly $1 trillion repo program will push down long-term interest rates, benefiting long-term assets such as stocks, cryptocurrencies, gold, and real estate. - Original
3. Citibank raises its near-term gold target to $4,800 per ounce, while keeping its 6–12 month target at $5,000
Citibank has raised its 0–3 month gold price target from $4,500 per ounce to $4,800 per ounce, while keeping its 6–12 month target at $5,000 per ounce unchanged. Physical demand needs to catch up in order to sustain this round of gains. - Original
Gold broke through the $4,650 mark directly this morning.🟡 This move has been quite strong today. In the early part of the gold trading session, spot gold briefly pushed past $4,650 per ounce, with an intraday gain reaching 1%, immediately setting a fresh high in nearly three months. But looking at it now, the price has pulled back somewhat from its highs. So to me, what really matters about $4,650 isn’t whether price can “touch” it—it’s whether it can hold its ground afterward. Several variables behind this gold rally are pretty clear: The U.S. dollar is weakening, concerns about U.S. fiscal and debt issues are heating up, and on top of that, the market is once again pricing in expectations for Fed policy—all of which are giving gold a boost. Last week alone, gold’s week-over-week gain also exceeded 5%. What’s interesting is this: as gold keeps surging upward like crazy, how will BTC move? If gold is strong but BTC shows no reaction, it suggests that capital is still leaning toward a defensive stance. But if gold stays strong and BTC starts moving along too, then the market’s risk appetite may be changing a bit. So over the next few days, besides watching BTC, I’ll also keep an eye on gold and the U.S. dollar together. Once $4,650 is broken, the key question is whether it can hold. Do you think BTC will follow, or will it keep moving on its own?👀 #BTC #黄金 #金价逼近三个月高位
Gold broke through the $4,650 mark directly this morning.🟡
This move has been quite strong today.
In the early part of the gold trading session, spot gold briefly pushed past $4,650 per ounce, with an intraday gain reaching 1%, immediately setting a fresh high in nearly three months.
But looking at it now, the price has pulled back somewhat from its highs.

So to me, what really matters about $4,650 isn’t whether price can “touch” it—it’s whether it can hold its ground afterward.
Several variables behind this gold rally are pretty clear:
The U.S. dollar is weakening, concerns about U.S. fiscal and debt issues are heating up, and on top of that, the market is once again pricing in expectations for Fed policy—all of which are giving gold a boost.
Last week alone, gold’s week-over-week gain also exceeded 5%.

What’s interesting is this: as gold keeps surging upward like crazy, how will BTC move?
If gold is strong but BTC shows no reaction, it suggests that capital is still leaning toward a defensive stance.
But if gold stays strong and BTC starts moving along too, then the market’s risk appetite may be changing a bit.

So over the next few days, besides watching BTC, I’ll also keep an eye on gold and the U.S. dollar together.
Once $4,650 is broken, the key question is whether it can hold.
Do you think BTC will follow, or will it keep moving on its own?👀
#BTC #黄金 #金价逼近三个月高位
It’s Monday—let’s briefly cover the market first. BTC pushed up to around 79,555 over the weekend, and has since pulled back into the 77,300–77,400 range, trading sideways. After the move down from the highs, the pace has clearly slowed—both bulls and bears are holding back and waiting. Next, we mainly need to see whether price can reclaim 77,500–78,000, and whether support around 77,000 can hold. There are also plenty of announcements this week, so be careful—volatility may increase. That weekend’s AiCoin “experience officer” event has ended. The winners are: Congratulations <a>@Square-Creator-3f9031f4b5d18 </a>—you’ve received a 1-day AiCoin membership. Please contact official customer service as soon as possible and send 「winner + your AiCoin ID」, and we’ll help you activate it as quickly as we can~ <a>#BTC </a> <a>#AiCoin </a> <a>#周一行情 </a>
It’s Monday—let’s briefly cover the market first.

BTC pushed up to around 79,555 over the weekend, and has since pulled back into the 77,300–77,400 range, trading sideways. After the move down from the highs, the pace has clearly slowed—both bulls and bears are holding back and waiting.

Next, we mainly need to see whether price can reclaim 77,500–78,000, and whether support around 77,000 can hold. There are also plenty of announcements this week, so be careful—volatility may increase.

That weekend’s AiCoin “experience officer” event has ended. The winners are:

Congratulations <a>@热巴不热 </a>—you’ve received a 1-day AiCoin membership.

Please contact official customer service as soon as possible and send 「winner + your AiCoin ID」, and we’ll help you activate it as quickly as we can~

<a>#BTC </a> <a>#AiCoin </a> <a>#周一行情 </a>
AiCoin官方
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BTC breaks above $79,000 during trading!🔥

It peaked around $79,555, but what really deserves attention now isn’t how much higher it can go.

Instead: above $79K— is there real money actually stepping in?

📊 Weekend focus 👇
On-chain distribution|large trades|liquidation data|trading volume

Want to watch this move together and see these data in real time? Join the VIP group.

🎁 VIP group entry is in the comments
To get an extra AiCoin 1-day membership trial, comment or DM "体验官" in the back channel to claim.

⏰ Event time: Aug 21 17:30 — Aug 23 23:59 (UTC+8). Limited spots—first come, first served!

$79K has already been broken. This weekend, we’ll see whether the incoming funds can hold up
#比特币两个月来首破7万美元
【AiCoin丨8.24 Snapshot: U.S. Senator calls for a ban on president profiting, Trump pushes the Clarity Act, and the largest financial assault by the U.S.】1. U.S. Senator Gillibrand calls for a ban on presidents and officials profiting from cryptocurrencies during their terms in office According to a report from Bitcoin.com News, U.S. Senator Kirsten Gillibrand said on August 23 that Congress should prohibit the president, their spouse, and senior officials from issuing, initiating, or profiting from cryptocurrencies during their term in office, and incorporate this ethics ban into a bill governing the structure of the digital asset market. A survey found that 63% of respondents believe that the alleged cryptocurrency profit-taking by Trump and his family is improper. In his annual filing, Trump disclosed that his cryptocurrency-related income in 2025 exceeded $1.4 billion. The controversy extends to the Senate’s Digital Asset Market Clarity Act, which will be subjected to its first procedural vote in the Senate on September 15. Kirsten Gillibrand said she would not vote in favor of allowing the president to profit from public office with support from taxpayers. - Original text

【AiCoin丨8.24 Snapshot: U.S. Senator calls for a ban on president profiting, Trump pushes the Clarity Act, and the largest financial assault by the U.S.】

1. U.S. Senator Gillibrand calls for a ban on presidents and officials profiting from cryptocurrencies during their terms in office
According to a report from Bitcoin.com News, U.S. Senator Kirsten Gillibrand said on August 23 that Congress should prohibit the president, their spouse, and senior officials from issuing, initiating, or profiting from cryptocurrencies during their term in office, and incorporate this ethics ban into a bill governing the structure of the digital asset market. A survey found that 63% of respondents believe that the alleged cryptocurrency profit-taking by Trump and his family is improper. In his annual filing, Trump disclosed that his cryptocurrency-related income in 2025 exceeded $1.4 billion. The controversy extends to the Senate’s Digital Asset Market Clarity Act, which will be subjected to its first procedural vote in the Senate on September 15. Kirsten Gillibrand said she would not vote in favor of allowing the president to profit from public office with support from taxpayers. - Original text
[AiCoin丨8.23 Snapshot: Whale Selling, ETF Net Inflows, Gold Price Bullish]1. Yi Lihua: Remain bullish. Weekend adjustments do not affect the trend. He advises against shorting Yi Lihua posted that he remains bullish. Weekend tweaks are just the bears using times when liquidity is weaker to counter, and it won’t affect the overall trend. He advises not to short. If price rises to a certain level, profits can be taken on longs, and pullbacks will occur at a staged position. -Original text 2. A mysterious whale sold 7,700 BTC over 3 days, worth $576.6 million A mysterious giant whale has cumulatively sold 7,700 BTC over the past 3 days, worth $576.6 million. This includes 2,700 BTC sold recently, worth $211.8 million. -Original text

[AiCoin丨8.23 Snapshot: Whale Selling, ETF Net Inflows, Gold Price Bullish]

1. Yi Lihua: Remain bullish. Weekend adjustments do not affect the trend. He advises against shorting
Yi Lihua posted that he remains bullish. Weekend tweaks are just the bears using times when liquidity is weaker to counter, and it won’t affect the overall trend. He advises not to short. If price rises to a certain level, profits can be taken on longs, and pullbacks will occur at a staged position. -Original text
2. A mysterious whale sold 7,700 BTC over 3 days, worth $576.6 million
A mysterious giant whale has cumulatively sold 7,700 BTC over the past 3 days, worth $576.6 million. This includes 2,700 BTC sold recently, worth $211.8 million. -Original text
Verified
【AiCoin丨8.22 Snapshot: Whale dip-buying, Musk’s holdings, SEC new rules consultation】1, A giant whale bought $80 million worth of BTC and ETH when MicroStrategy’s coin-selling announcement on July 6 triggered a market drop. According to on-chain analyst Yu Jin monitoring, on July 6, when a certain giant whale’s coin sale prompted a market downturn after the MicroStrategy announcement, the whale bought $80 million worth of BTC and ETH. The BTC opening price was $62,353, and the ETH opening price was $1,762. Over the course of one and a half months, the whale’s position was up by $21.1 million. -Original 2, Musk said Bitcoin is his largest individual holding other than Tesla and SpaceX Elon Musk said that Bitcoin is his largest individual holding besides Tesla and SpaceX. -Original

【AiCoin丨8.22 Snapshot: Whale dip-buying, Musk’s holdings, SEC new rules consultation】

1, A giant whale bought $80 million worth of BTC and ETH when MicroStrategy’s coin-selling announcement on July 6 triggered a market drop.
According to on-chain analyst Yu Jin monitoring, on July 6, when a certain giant whale’s coin sale prompted a market downturn after the MicroStrategy announcement, the whale bought $80 million worth of BTC and ETH. The BTC opening price was $62,353, and the ETH opening price was $1,762. Over the course of one and a half months, the whale’s position was up by $21.1 million. -Original
2, Musk said Bitcoin is his largest individual holding other than Tesla and SpaceX
Elon Musk said that Bitcoin is his largest individual holding besides Tesla and SpaceX. -Original
BTC breaks above $79,000 during trading!🔥 It peaked around $79,555, but what really deserves attention now isn’t how much higher it can go. Instead: above $79K— is there real money actually stepping in? 📊 Weekend focus 👇 On-chain distribution|large trades|liquidation data|trading volume Want to watch this move together and see these data in real time? Join the VIP group. 🎁 VIP group entry is in the comments To get an extra AiCoin 1-day membership trial, comment or DM "体验官" in the back channel to claim. ⏰ Event time: Aug 21 17:30 — Aug 23 23:59 (UTC+8). Limited spots—first come, first served! $79K has already been broken. This weekend, we’ll see whether the incoming funds can hold up #比特币两个月来首破7万美元
BTC breaks above $79,000 during trading!🔥

It peaked around $79,555, but what really deserves attention now isn’t how much higher it can go.

Instead: above $79K— is there real money actually stepping in?

📊 Weekend focus 👇
On-chain distribution|large trades|liquidation data|trading volume

Want to watch this move together and see these data in real time? Join the VIP group.

🎁 VIP group entry is in the comments
To get an extra AiCoin 1-day membership trial, comment or DM "体验官" in the back channel to claim.

⏰ Event time: Aug 21 17:30 — Aug 23 23:59 (UTC+8). Limited spots—first come, first served!

$79K has already been broken. This weekend, we’ll see whether the incoming funds can hold up
#比特币两个月来首破7万美元
Verified
【AiCoin丨8.21 Snapshot: False Breakout at 72k, Anticipation of a Signed Bill, Breakthrough to 5,000】1. Peter Schiff said that BTC breaking above $72,000 was a false breakout, attributing it to U.S. Treasury buyback operations Peter Schiff said that BTC breaking above $72,000 was a false breakout, and attributed this rise to U.S. Treasury buyback operations. -Original text 2. In the week ending August 15, the U.S. had 206,000 initial jobless claims, below expectations of 210,000 In the week ending August 15, the number of initial jobless claims in the United States was 206,000, below expectations of 210,000. AI interpretation: Initial jobless claims were below expectations and remained at a low level, directly proving that demand in the U.S. labor market is still strong. This tight job environment supports wage growth and, in turn, increases pressure on services inflation. The Fed’s confidence in maintaining a high-interest-rate policy is therefore strengthened, and market expectations for a rate cut in the near term are further suppressed. This data clearly releases a signal that economic resilience is stronger than expected, forcing investors to reassess the tightening cycle of monetary policy. -Original text

【AiCoin丨8.21 Snapshot: False Breakout at 72k, Anticipation of a Signed Bill, Breakthrough to 5,000】

1. Peter Schiff said that BTC breaking above $72,000 was a false breakout, attributing it to U.S. Treasury buyback operations
Peter Schiff said that BTC breaking above $72,000 was a false breakout, and attributed this rise to U.S. Treasury buyback operations. -Original text
2. In the week ending August 15, the U.S. had 206,000 initial jobless claims, below expectations of 210,000
In the week ending August 15, the number of initial jobless claims in the United States was 206,000, below expectations of 210,000. AI interpretation: Initial jobless claims were below expectations and remained at a low level, directly proving that demand in the U.S. labor market is still strong. This tight job environment supports wage growth and, in turn, increases pressure on services inflation. The Fed’s confidence in maintaining a high-interest-rate policy is therefore strengthened, and market expectations for a rate cut in the near term are further suppressed. This data clearly releases a signal that economic resilience is stronger than expected, forcing investors to reassess the tightening cycle of monetary policy. -Original text
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