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📰 BlockBeats Daily Report 2026-08-08 | 2 articles in total

1. After DeepMind changes leadership, Google Cloud is viewed as the biggest near-term beneficiary: TPU system orders exceed $150 billion, and cloud revenue growth in 2027 may reach around 150%.
2. Morgan Stanley maintains its “Buy/Accumulate” view on SK hynix and Samsung, with target prices implying about 74% / 65% upside. However, DRAM/NAND price increases are expected to ease quarter by quarter, with a shift to the later stage of the cycle expected in 2026Q4.
3. Driven by AI compute demand, the 2027 forecast for cloud capex growth is raised from 14% to 29%, and cloud providers’ capacity is still tight.
4. Long-term order visibility improves: SK hynix has already signed contracts with about 10 key customers, and Samsung plans to include 60–70% of production capacity in long-term agreements.
5. Risk points: CXMT (ChangXin Memory) is expected to start supplying HBM to the China market as early as 2027. DRAM gross margin is near 90%, close to its historical peak, and valuation has already started to pull back.

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📰 BlockBeats Latest News Summary

1. After the release of the “small nonfarm” data, the probability that the Federal Reserve will keep interest rates unchanged in September is 37.8%

2. The share price of Nakamoto, owned by David Bailey’s crypto ally under Trump, is down about 99% from its peak, as he tries to rebuild the business

3. Chair of the Solana Foundation: Funds, assets, and ownership are entering a “token supercycle”

4. Fed Williams: Inflation remains the top priority; the current interest rate level is appropriate

5. The Trump administration plans to impose additional chip tariffs, providing exemptions for U.S. manufacturers

6. U.S. stock index futures rise across the board; S&P 500 index futures up 0.19%

7. U.S. August ADP employment: 38,000, vs. expected 48,000

8. Oppenheimer raises its SpaceX target price to $280 and maintains a “beats the market” rating

9. U.S. Treasury yields fall sharply; the 30-year Treasury yield drops 5 basis points from its intraday high

10. “BTC OG insider whale” agent: Don’t short BTC during its consolidation phase

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📰 BlockBeats Latest News Roundup

1. U.S. Central Command: Begins a new round of strikes against Iran

2. The U.S. launches attacks within Iran, with airstrikes targeting sites near the Strait of Hormuz

3. International oil prices rise in the short term due to U.S. attacks within Iran

4. Insider: The U.S. launches attacks within Iran

5. SB Energy files for an IPO, highly dependent on OpenAI, expected to raise $5 billion to $7 billion

6. Reports say the U.S. is considering “periodic strikes” against Iranian military targets near the Strait of Hormuz

7. Diesel prices rise to a four-month high as supply tightness intensifies

8. SpaceX shares return above the IPO issue price, with Wall Street accelerating institutionalization

9. On the X platform, a sudden large-scale password reset email wave occurs; multiple accounts in the crypto industry receive abnormal requests

10. After aggressive expansion, SpaceX reportedly reorganizes leadership of its data centers

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📰 BlockBeats latest news roundup

1. Perspective: There is a divergence between crypto market sentiment and price momentum, with pullback risks heating up

2. Apple’s newly appointed CEO compensation revealed: annual salary of $3 million, with equity awards valued at $55 million

3. Robinhood Chain data keeps setting new highs: 24-hour revenue rises another 76%, 10 times the combined total of the other four major mainstream chains

4. UU remote optimization for the phone “Vibe Coding”: multi-agent parallelization, seamless handoff between computer and phone

5. A certain contract whale launches a major short of BTC, ETH, and U.S. stocks, becoming the top short seller for 14 U.S. stock benchmarks

6. Germany’s 2-year government bond yield first breaks above 3% since 2024, up about 6 basis points intraday

7. Anthropic’s OTC market cap is currently reported at $1.968 trillion

8. Analysis: Bitcoin futures demand cools off, and near-term price action may face further pressure

9. Crypto-related stocks broadly fall in premarket U.S. trading; Robinhood dips 1.28%

10. Meta’s new ASR model tops the charts for real-time transcription, costing just $0.18 per hour

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📰 BlockBeats latest news roundup

1. Nvidia rises nearly 5%, market cap now stands at $5.49 trillion

2. “BTC OG insider giant whale” agent: Bitcoin has held the $76,600 support level; if it breaks above $79,000 or targets a higher high

3. JINQIAN/FAMI’s market cap has fallen more than 70% from its peak; crypto KOL Rune says the idea of acquiring Nasdaq was generated by Claude

4. Crypto KOL Rune: the idea of acquiring Nasdaq was generated by Claude; related data is fabricated and exaggerated

5. Gemini 3.8 Flash goes live: price unchanged; multiple reviews outperform Opus

6. Trump proposes renaming the Strait of Hormuz as the “Trump Strait”

7. A trader spent $190,000 to buy JINQIAN and made about a 10x profit

8. Unipcs spent $987,000 to buy JINQIAN, with current unrealized gains of about $1.4 million

9. Meme coin JINQIAN briefly fell more than 70% from its peak; it has since rebounded to $42 million

10. Could crypto-and-stock meme plays be pressuring a short squeeze against Nasdaq-listed companies? JINQIAN/FAMI’s surge may be linked to KOL Rune’s acquisition of Farmmi Inc shares

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📰 BlockBeats Latest News Roundup

1. Buying spree in July for Zhipu, and another in August for MiniMax: Southbound funds have targeted domestic AI model stocks for two consecutive months

2. ByteDance raises option prices, with an increase of about 5%

3. Uniswap recorded over 7 million trades yesterday, setting a new all-time high

4. Ilya warns: the next time AI goes out of control, it may seize GPU cloud capacity and keep replicating itself endlessly

5. Binance contracts will adjust the settlement frequency for funding rates across multiple USD-based TradFi perpetual contracts

6. A certain trader’s Meme-coin AI position has floating profits exceeding $81 million per coin, with returns reaching 382x

7. Insiders: Korea’s FX Stabilization Fund has purchased around $20 billion

8. Strategy CEO: will not make decisions based on Bitcoin’s price; the company’s net debt has already fallen to zero

9. Dyson new product: a $499 AI toothbrush with a camera that automatically finds your gaps between teeth

10. In the Robinhood ecosystem, the Meme coin MOO briefly surpassed a market cap of $30 million, up more than 115% in 24 hours

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📰 BlockBeats Latest News Summary

1. Bitget has launched U-margined AKE perpetual contracts

2. Nvidia CEO Jensen Huang urges the G20 to accelerate AI applications to drive economic growth

3. The Bank of Canada maintains interest rates as scheduled

4. Affected by the announcement that Binance Alpha has listed it, FLORK surged more than 85% in the short term

5. Binance Alpha lists FLORK and PONS

6. At the opening of U.S. stocks, storage and semiconductor stocks turned from decline to rise; losses narrowed for Neocloud and optical communications shares

7. Dell rose more than 11%; the company raised its full-year guidance above expectations

8. Moonshot AI (Kimi) submitted its IPO filing confidentially to the HKEX, officially kickstarting the IPO process

9. Saudi AI model HUMAIN M3 clarifies that its model backbone is based on MiniMax M3

10. Wyoming adopts Chainlink Proof of Reserves to provide near real-time on-chain verification for FRNT

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📰 BlockBeats Latest News Summary

1. Analysis: Bitcoin futures demand cools off; near-term price action may face further pressure

2. Crypto-related stocks broadly fall in pre-market trading in the US; Robinhood dips slightly by 1.28%

3. Meta’s new ASR model tops the charts for real-time transcription, at just $0.18 per hour

4. Binance will add four bStocks tokenized securities as collateral assets

5. Y Li Hua: Bitcoin may see a pullback in the short term, but the outlook remains bullish afterward, targeting $86,000

6. Base launches a creator funding program, offering up to $4,000 in content-creation grants

7. Raft, an agent-collaboration app, will release its code publicly; the founder admits the startup went off course

8. UK 10-year government bond yields rise to a new high since August 2007

9. Italy’s 2-year government bond yields briefly touch the highest level since 2024

10. A certain ETH trader records a “four-win streak,” closing out profits of $817,000

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📰 BlockBeats Latest News Roundup

1. Meme coin JINQIAN sees a brief drop of more than 70% from a recent high point, now rebounding to $42 million

2. Meme coin in the crypto stock market—are they pushing for a short squeeze of Nasdaq-listed companies? JINQIAN/FAMI surge sharply, possibly related to KOL Rune’s acquisition of shares in Farmmi Inc

3. On the Robinhood chain, the meme coin JINQIAN market cap breaks $70 million, setting a new all-time high again

4. Arthur Hayes: BTC could rise to $1 million by 2030, but ETH is his current preferred choice

5. The 30-year US Treasury bond yields have stayed above 5% for 41 straight trading days—high interest rates are becoming normalized

6. On the Robinhood chain, the meme coin JINQIAN market cap briefly breaks $50 million, hitting a new all-time high

7. On the Robinhood chain, the meme coin FAMI market cap briefly breaks $30 million, hitting a new all-time high

8. Thailand will provide free access to the world’s top AI models to citizens aged 15 and above, with plans to reach at least 5 million people

9. Bitwise launches a PAPY RWA vault on Morpho, tokenizing real-world assets to support on-chain yield

10. At the US stock market open, most crypto-related concept stocks are up, with HOOD rising nearly 3%

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📰 BlockBeats Latest News Summary

1. CZ: Some hot money is flowing back from AI into the crypto market; the financial sector won’t disappear

2. Ansem: The crypto market is still in the early stage of a bull market, and retail investors are bringing in more capital

3. Glassnode: Bitcoin will remain in a range-bound pattern; the resistance zone is $83,000–$86,000

4. "Bull Run" market cap briefly fell below $70 million, down by half from the high

5. Arbitrum DAO’s first-half revenue was $6.19 million; Robinhood Chain became a new source of revenue

6. Make money by using FOMO sentiment? On Uniswap, the JINQIAN LP APR peaked at as high as 83,832%

7. Nvidia is up nearly 5%; its market cap is now reported at $5.49 trillion

8. "BTC OG insider whale" agent: Bitcoin has held the $76,600 support level; if it breaks through $79,000 or pushes toward higher highs

9. JINQIAN/FAMI market caps are both down more than 70% from their peak; crypto KOL Rune says the idea to acquire the Nasdaq company was generated by Claude

10. Crypto KOL Rune: The idea to acquire the Nasdaq company was generated by Claude; the related data were fabricated and exaggerated

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📰 BlockBeats Latest News Summary

1. Capital B receives Adam Back investment of $8.8 million, plans to increase its holdings by 376 BTC

2. Kimi API has natively added support for Codex and Claude Code

3. The Sality botnet was dismantled; it previously stole funds by tampering with BTC and ETH payment addresses

4. A trader liquidated 7,201 ETH, about $17.2 million

5. Wintermute: RWA may become the next liquidity channel for the next crypto bull market

6. The Kingdom of Bhutan government transfers out another 400 BTC, about $30.62 million

7. Analysis: Concerns over U.S. debt and fiscal deficits are intensifying; Bitcoin faces pressure and drops back, as the market watches whether Bessent will intervene in the bond market again

8. Tron network USDT supply rises to $94.27 billion, surpassing the Ethereum network

9. Trader Bonk Guy: Robinhood and BNB Chain’s recent market moves are just a warm-up; the real bull market may begin in Q4

10. JPMorgan: Rising U.S. Treasury yields to 5% could pose risks to the stock market

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📰 BlockBeats Latest News Roundup

1. PwC: Global data center investment scale over the next 25 years could reach $3.2 trillion

2. OpenAI’s latest model Astra uses Byte architecture: Transformers repeatedly calculate the same layer

3. After 7 months of silence, a trader opened a 25x ETH long position worth $44.85 million

4. Yesterday, US Bitcoin spot ETFs saw net outflows of $237 million, while Ethereum spot ETFs saw net inflows of $8.6 million

5. Hang Seng Index fell 0.96%, with optical communications stocks declining

6. European Central Bank Executive Board member Makhrova: Must be prepared for further rate hikes

7. Nikkei 225 plunged 3% intraday, currently at 64,225.19 points

8. Jefferies cuts its Oracle target price to $290

9. SOL breaks below the $100 mark, down 3.56% over 24 hours

10. Google adds a video agent to Gemini: costs reduced by up to 66%

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📰 BlockBeats Latest News Summary

1. Tether sued by two Thai businessmen after $42.4 million USDT freeze

2. Hang Seng Index Company: Shein to be quickly included in the Hang Seng Composite Index

3. Binance contracts to launch multiple U-margin TradFi perpetual futures

4. Doubao enables multiple Agents to work simultaneously; Mac can directly operate the computer

5. Binance spot and fast exchange trading platform adds 4 new bStocks trading pairs

6. Coinbase co-founder is seeking to gain control of at least three oil fields in Venezuela

7. Figure completes a $717 million acquisition of Kiavi and adds a tokenized loan scale of $7.0 billion

8. Iranian Revolutionary Guards: Two tankers were hit by mine attacks in the Strait of Hormuz and have stopped navigating

9. A whale accumulates $12.91 million worth of HYPE and transfers it into staking

10. Gemini 3.8 Flash has been listed on the Gemini App via Grayscale

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📰 BlockBeats latest news roundup

1. A whale holding 45,000 ETH is currently down $4.1 million, with a position size of up to $107 million

2. Berkshire Hathaway CEO Abel will give a rare television interview today

3. Spot gold falls to $4,300 per ounce, down 0.67% on the day

4. Pump.fun launches an on-chain limit order feature on Solana

5. UShu Technology drops below 550 yuan, cutting in half from the intraday high of 1,100 yuan on the first trading day

6. The U.S. SEC releases the agenda for its U.S. stock “24-hour trading” roundtable meeting, with participants including Robinhood, the NYSE, BlackRock, and others

7. Fei-Fei Li releases Atlas: using just a few photos to reconstruct a 3D world—virtual camera angles can fly however you want

8. The TRUMP token team address transfers 2 million TRUMP tokens to Binance, worth about $4.78 million

9. Musk issues multiple major predictions: by the end of next year, AI will complete all digital-domain work; within 10 years, humanoid robot productivity will surpass all of humanity

10. Trump: I have not tried to force Iran back to the negotiating table

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📰 BlockBeats Latest News Summary

1. Analysis: Bitcoin is undergoing its first-ever “hashrate bear market,” and large-scale mining opportunities for major mining firms are becoming increasingly prominent

2. Korea’s Financial Services Commission: To extend the operation of the virtual asset TF until 2028, preparing for the implementation of the framework act on digital assets

3. Analysis: Bitcoin demand turns negative again, and the short term may face another round of declines

4. YAM Finance faces a governance takeover attack; the attacker submits a blank proposal aiming to seize control of the Timelock

5. a16z leads the $200 million Series C funding round for U.S. remittance startup Felix Pago, focusing on stablecoin remittances and financial services

6. microduck’s market cap surpasses $32 million, currently trading at $0.0322

7. Japan BOJ board member Hayata Takada: The pace of rate hikes may need to be adjusted flexibly and should not be limited to 25 basis points each time

8. South Korea’s KOSPI index falls 4% intraday; SK Hynix and Samsung Electronics both drop by more than 4%

9. Wintermute currently holds $125 million in short positions, with 83 underlying assets totaling an unrealized gain of $1.43 million

10. PwC: Global data center investment over the next 25 years could reach $3.2 trillion

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📰 BlockBeats latest news roundup

1. Fogo mainnet has been restarted, and 237 million stolen tokens are permanently removed after being recovered

2. Altcoins see a modest broad uptrend; CRV is up 9.36% over the past 24 hours

3. A certain whale sent 95 BTC to Galaxy Digital, possibly for over-the-counter sale transactions

4. Musk: Grok4.7 will be released in ten days

5. UNI is up about 14% over the past 24 hours, up more than 150% from the bear-market low

6. Anthropic locks down Claude’s reasoning chain: change one line of context and it’s invalid—aimed at preventing model distillation

7. A trader claiming to “like going all-in” with allin.eth went long on gold and got liquidated; the amount reached $1.27 million

8. HYPE treasury company Hyperliquid Strategies increases its financing limit to $2.5 billion, intended for its reserve strategies

9. “Whale tracking” — the BTC pullback triggers a $60 million whale-prepared plan; the first tranche of $9.3 million has already entered

10. U.S. Energy Secretary: In the coming years, Venezuela’s crude oil production will more than double

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📰 BlockBeats Latest News Roundup

1. Middle East situation tracking: Fighting flares up again. The U.S. military strikes targets inside Iran, and Trump delivers a tough statement—completely erasing Iran

2. HYPE Treasury company PURR doubles its equity financing commitment to $2.5 billion. A new transaction platform cap mechanism is introduced to curb dilution from low-price share issuance

3. Escalation in the Iran-U.S. conflict boosts crude oil prices, weighs on U.S. stocks. Global sovereign debt yields hit a multi-year high. U.S. stock sectors including data storage, optical communications, and crypto all fall across the board

4. Multicoin Capital transfers 971,800 HYPE to Coinbase, worth about $8.18 million

5. An important Iranian energy hub port is hit by a U.S. military strike

6. Anthropic releases Fable 5.1, saying programming abilities are improved and costs are lowered

7. Iran has begun striking U.S. military bases, threatening Bahrain and Kuwait with: “The gift is on the way”

8. In the past 4 hours, total liquidations across the web reached $166 million, with the main burst being long positions

9. Bitcoin falls below $77,000; Ethereum falls below $2,400

10. Trump: Iran is crazy and stupid again—if it dares to commit another offense, it will be completely erased

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📰 BlockBeats Latest News Roundup

1. Morgan Stanley raises Robinhood's target price to $150

2. Apple’s new leadership day saw a 3% jump; new CEO Tunnus promises an extraordinary major release next week

3. Nvidia reportedly will finalize the $14 billion acquisition of Hugging Face this week

4. Coinbase announces that cbHYPE and cbZEC are now live on the Base network

5. An institution has transferred 109,806 ETH to CEXs in batches, worth $266 million

6. Controversy erupts as Robinhood Wallet and Fomo support purchasing Meme coins with credit cards, possibly bypassing credit card crypto transaction rules

7. Sui ecosystem DeFi protocol Full Sail will gradually stop operations

8. Crypto markets fall again: Bitcoin briefly breaks below $77,000; UNI continues its strong run, surging past $5.9

9. Long.xyz coin stocks Meme leads the Robinhood market; AI and MOO hit new highs, with microduck and MOO rising sharply

10. South Korea’s KOSPI index opens down 2.79%; SK Hynix and Samsung Electronics both fall by about 3%

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📰 BlockBeats Latest News Roundup

1. CASHCAT market cap hits a new all-time high of $259 million, up 18% in 24 hours

2. Iran–Israel conflict boosts oil prices; “two oils” rise to recent highs, with one crude oil main futures short losing $1.26 million in a single day

3. Qwen3.8-Max upgraded again: all 8 programming tests show gains, with some exceeding Opus 5

4. TD Cowen cuts its year-end Bitcoin target price to $97,500, and trims the Strategy target price to $260

5. Kalshi has applied to launch FX and interest-rate perpetual contracts

6. Pons’ trading volume on the Robinhood Chain has surpassed $4.54 billion

7. Robinhood Chain cumulative fee revenue sets a new all-time high; Arbitrum has reportedly received about $1.3 million in revenue-sharing

8. Meme info roundup: attention remains concentrated on the Robinhood Chain; AI sets a new high again, and microduck is up nearly 160%

9. Meme coin microduck’s market cap briefly breaks $28 million, setting yet another record high

10. “Maqi” has nearly $100 million worth of Ethereum long positions at risk of liquidation; only $63 away from the liquidation price

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📰 BlockBeats Latest News Roundup

1. The U.S. is reportedly considering “regular strikes” on Iranian military targets near the Strait of Hormuz

2. Diesel prices rise to a four-month high as supply tightness worsens

3. SpaceX’s stock price returns above its IPO offer price, as Wall Street accelerates institutionalization

4. X platform sees a sudden large-scale password reset email incident; multiple crypto industry accounts received abnormal requests

5. After an aggressive expansion, SpaceX is reportedly reshuffling the leadership of its data centers

6. Up chasing “bull’s arrival,” down more than $500,000 in unrealized losses? Crypto KOL XXAntiWar shows their holdings, asking “Don’t let it keep falling”

7. 21 international financial institutions will jointly establish a stablecoin company, planning to launch a U.S. dollar stablecoin in the first half of 2027

8. Alkemya Metacore raises $50 million via tokenized equity financing; Gumi Cryptos Capital leads the round

9. Ahead of the midterm elections, the White House is hit by a “resignation wave”; multiple key Trump aides step down one after another

10. A fake Claude desktop app spreads malware; RevStealer targets more than 50 crypto wallets

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