链捕手ChainCatcher

ChainCatcher report: On-chain analyst Ai Yi monitored that trader Loracle opened 3x short positions on Hyperliquid for PONS starting September 3, holding 25.04 million PONS (about $19.41 million). The opening average price is $0.6553, accounting for 19% of Hyperliquid’s total PONS positions. The position is still being increased, and the trader is currently sitting on an unrealized loss of nearly $3 million. The trader themselves created a zero-fee fork of Pons.
An overseas analyst, @mlmabc, posted publicly on September 6 calling for funding to jointly target this short seller, saying that there are funding commitments at the 100-million level. The liquidation price for Loracle’s short position is $1.83, meaning PONS needs to rise another 128% to trigger liquidation. Previously, a similar “hunt” operation by Hyperliquid against 50x-leveraged Bitcoin shorts in March 2025 attracted attention.

ChainCatcher reports that Korean brokerage KB Securities warned that the memory semiconductor inventories of Samsung Electronics and SK Hynix have fallen to less than 10 days of supply, and available supply next year will be significantly insufficient. In a report on Monday, the firm said AI infrastructure investment is expanding at an unprecedented pace, and the memory chip market is facing a severe supply shortage. The key factor is the transition to HBM4: the wafers required for HBM4 are about three times those for traditional DRAM, and limited wafer capacity will reduce available capacity for conventional DRAM.
KB Securities expects next year's DRAM and NAND demand to exceed supply by more than 10 percentage points. Research head Kim Dong-won said that AI servers will consume HBM, server DDR5, and enterprise SSDs, potentially leading to a historic shortage. Global hyperscale data center operators have raised their expectations for AI infrastructure investment next year to $1.3 trillion, up 60% from the previous year. The firm expects memory semiconductors to account for 57% of total AI infrastructure investment next year, up from 14% last year, and TrendForce estimates this share could be as high as 68%. Samsung Electronics' share price has fallen nearly 28% from its peak, while SK Hynix has fallen nearly 40%.

As the AI industry fully enters a new stage of high-frequency Agent collaboration, the compute supply of single-point large models is no longer able to meet the demands of complex long-chain business scenarios. As a next-generation AI infrastructure platform, B.AI is precisely positioned, with forward-looking vision, “above all models and below all Agents,” and is committed to building the “AI grid” that connects the entire intelligent era and solidifying the “global settlement layer” of the agent economy.
With a top-tier compute scheduling architecture and a “compute for all” mechanism, on August 31, the B.AI platform’s single-day network-wide Token throughput historically surpassed 1.33 trillion, with more than 10.86 million API calls in a single day. Backed by a powerful and flexible compute scheduling foundation, B.AI has further solidified its industry-leading position as a next-generation AI infrastructure, continuously providing global developers with system-level network capabilities that are highly available, transferable, and billable.

ChainCatcher reported that Arthur Hayes posted the new FLOP white paper on social media. FLOP is a Proof of Useful Inference (PoUI) blockchain and native currency for the agent economy, allowing AI agents to use FLOP to pay miners for inference fees. The network uses an architecture combining PoUI and an account-based chain. Agents submit session requests to the mempool containing the model weight hash, maximum latency, compute amount, confidentiality flag, and fee. Miners complete the inference and return proof, and validators include the proof hash in a block to complete settlement.
The FLOP genesis supply is approximately 2.48346 billion tokens, all allocated through an airdrop, with no VC pre-mint or auction. The initial reward distribution is 75% for miners, 10% for validators, 10% for Agents, and 5% for ordinary stakers. The network’s average block time is 1 second, with a roadmap target of sub-second block times. The initial block reward is 96 FLOP, halving once every 730 days for a total of five halvings, after which it will be permanently maintained at 3 FLOP.

ChainCatcher news, according to the data dashboard on ChainCatcher's official website, in terms of BTC wallet balances over the past 7 days, among the top 10 exchanges by balance, Bybit saw the largest decline at 1.5%, while OKX saw the largest increase at 1.4%.
In terms of exchange asset transparency proof, over the past 7 days, only two exchanges saw net outflows of reserve assets: Bybit and MEXC, with net outflows of $59.493 million and $50.7179 million, respectively; the top three net inflows were Binance (+$518 million), Bitfinex (+$203 million), and Bitget (+$82.6782 million).

ChainCatcher news: a16z's AI infrastructure team backed two acquisitions in quick succession within five days: Cursor was acquired by SpaceX, and Stripe announced the acquisition of OpenRouter. (The Information) said the combined value of a16z's holdings corresponding to these two investments has already exceeded $8 billion.
In 2024, a16z participated in Cursor's $60 million Series A round, when the company was valued at only $400 million. Now SpaceX has acquired Cursor for $60 billion. Bloomberg previously said that a16z was Cursor's largest external shareholder, holding about 10%, which would be worth about $6 billion at the acquisition price.

ChainCatcher news, trader BonkGuy (@theunipcs) posted that he has cumulatively invested more than $500,000 to buy MEME at an average market capitalization of around $45 million, and denied allegations of insider trading. BonkGuy said that MEME is at the core of the meme/stock narrative, and this sector has already given rise to several high-market-cap projects (AI reached $320 million, MARSCOIN reached $260 million, and STONK reached $220 million).
At present, Robinhood founder Vlad Tenev and the AMC CEO are engaged in a public dispute over the legality of meme/stock tokens. BonkGuy believes that if the regulatory controversy ultimately benefits this sector, MEME has the potential to reach a market cap of billions of dollars, and he expects it may eventually be listed on the Robinhood platform. Partly affected by this, MEME briefly broke through $130 million and is now reported at $122 million.