Signs of hope in the Iran Strait agreement; $400 million in miners’ sell-pressure needs vigilance
📰 Crypto Morning News | 2026-08-09 09:00
🔥 Major Events
1. Iran nears an agreement with Oman on managing the Strait of Hormuz — The two sides are very close to reaching an agreement on the strait’s legal framework and vessel passage routes, but whether the strait can be reopened depends on whether the U.S. makes up for actions allegedly violating the so-called memorandum of understanding.
2. Ukrainian drone attack near Bulgaria’s natural gas pipeline — A drone carrying a large amount of explosives struck near an important natural gas pipeline within Bulgaria, and the geopolitical conflict continues to spread.
3. Iran’s war depletes U.S. weapons stockpiles — The Pentagon is seeking to accelerate arms production, while the U.S. is also drawing on weapons inventories from Asian and European allies to meet wartime demand.
4. A vessel attacked and caught fire east of Oman — Security conditions in the Middle East continue to deteriorate.
📊 Market Data
5. Suspected miners have recharged a total of 6,494 BTC to Binance in nearly 20 days ($421 million) — The average recharge price is about $64,798, and large-scale sell-pressure is a concern.
6. Ethereum monthly chart shows a double-buy signal — The TD Sequential indicator shows a "black 9" and "S13"; after historical confirmation, gains have previously reached 236%-258%. Watch the $3,000 target zone.
7. Ethereum ICO participants go quiet for 11 years, then move assets — A $620 ICO investment received 2,000 ETH, now worth $3.83 million, a 6,184x return.
8. Only 1.5% of circulating BTC can generate yield — Stacks data: among 20.05 million active supply, only 311,000 can generate yield; there’s huge room for BTC yield-ization.
🏛️ Regulatory Policy
9. The most volatile phase for Korean stocks may already be over — Volatility has fallen to a two-month low, and Morgan Stanley estimates that more than half of deleveraging is already complete.
10. SK hynix considering selling equity in Chongqing plant — Valuation is about $3.0 billion; potential investors include China-based funds.
💡 Project Updates
11. Berkshire Q2 net investment in stocks: $19.8 billion — Ending Buffett’s three-year streak of net selling; $10 billion is allocated to Alphabet.
12. Amazon plans to launch Trainium 4 chips in 2027 — Annualized revenue from the AI chip business has already exceeded $25 billion.
13. OpenAI acquires NextSlide — The presentation deck team joins the ChatGPT project.
14. OKX lists 48 spot stocks and 29 equity perpetual contracts in July — Expanding tokenized markets.
15. SpaceX may complete the Cursor acquisition next week — A major merger in the AI programming tools space.
📊 Market Snapshot
BTC: $64,945.1 | 24h +0.084% | Funding rate 0.0035%
ETH: $1,917.66 | 24h +0.226% | Funding rate 0.0033%
BNB: $604.53 | 24h +2.215% | Funding rate 0.0034%
XRP: $1.0398 | 24h +1.484% | Funding rate 0.01%
📍 Daily Trading Levels
BTC daily sell point $65,133 | daily buy point $64,754
ETH daily sell point $1,924 | daily buy point $1,910
BNB daily sell point $612 | daily buy point $591
$BTC #BTC $ETH #ETH
📰 Crypto Morning News | 2026-08-09 09:00
🔥 Major Events
1. Iran nears an agreement with Oman on managing the Strait of Hormuz — The two sides are very close to reaching an agreement on the strait’s legal framework and vessel passage routes, but whether the strait can be reopened depends on whether the U.S. makes up for actions allegedly violating the so-called memorandum of understanding.
2. Ukrainian drone attack near Bulgaria’s natural gas pipeline — A drone carrying a large amount of explosives struck near an important natural gas pipeline within Bulgaria, and the geopolitical conflict continues to spread.
3. Iran’s war depletes U.S. weapons stockpiles — The Pentagon is seeking to accelerate arms production, while the U.S. is also drawing on weapons inventories from Asian and European allies to meet wartime demand.
4. A vessel attacked and caught fire east of Oman — Security conditions in the Middle East continue to deteriorate.
📊 Market Data
5. Suspected miners have recharged a total of 6,494 BTC to Binance in nearly 20 days ($421 million) — The average recharge price is about $64,798, and large-scale sell-pressure is a concern.
6. Ethereum monthly chart shows a double-buy signal — The TD Sequential indicator shows a "black 9" and "S13"; after historical confirmation, gains have previously reached 236%-258%. Watch the $3,000 target zone.
7. Ethereum ICO participants go quiet for 11 years, then move assets — A $620 ICO investment received 2,000 ETH, now worth $3.83 million, a 6,184x return.
8. Only 1.5% of circulating BTC can generate yield — Stacks data: among 20.05 million active supply, only 311,000 can generate yield; there’s huge room for BTC yield-ization.
🏛️ Regulatory Policy
9. The most volatile phase for Korean stocks may already be over — Volatility has fallen to a two-month low, and Morgan Stanley estimates that more than half of deleveraging is already complete.
10. SK hynix considering selling equity in Chongqing plant — Valuation is about $3.0 billion; potential investors include China-based funds.
💡 Project Updates
11. Berkshire Q2 net investment in stocks: $19.8 billion — Ending Buffett’s three-year streak of net selling; $10 billion is allocated to Alphabet.
12. Amazon plans to launch Trainium 4 chips in 2027 — Annualized revenue from the AI chip business has already exceeded $25 billion.
13. OpenAI acquires NextSlide — The presentation deck team joins the ChatGPT project.
14. OKX lists 48 spot stocks and 29 equity perpetual contracts in July — Expanding tokenized markets.
15. SpaceX may complete the Cursor acquisition next week — A major merger in the AI programming tools space.
📊 Market Snapshot
BTC: $64,945.1 | 24h +0.084% | Funding rate 0.0035%
ETH: $1,917.66 | 24h +0.226% | Funding rate 0.0033%
BNB: $604.53 | 24h +2.215% | Funding rate 0.0034%
XRP: $1.0398 | 24h +1.484% | Funding rate 0.01%
📍 Daily Trading Levels
BTC daily sell point $65,133 | daily buy point $64,754
ETH daily sell point $1,924 | daily buy point $1,910
BNB daily sell point $612 | daily buy point $591
$BTC #BTC $ETH #ETH