橙子Joyce
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橙子Joyce
价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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On August 13, citing sources familiar with the matter, Bloomberg reported that OpenAI’s current annualized revenue has exceeded $40 billion, doubling compared with the end of 2025, laying a more solid foundation for its upcoming IPO.
The core drivers behind this growth are AI programming software, subscription sales, and a just-starting advertising business, while its core consumer business also continues to expand.
In an internal memo, Greg Brockman, OpenAI’s co-founder and president, revealed that the company’s annualized revenue grew by more than 20% month-over-month in July.
Earlier, OpenAI’s CFO Sarah Friar said that by the end of last year, the company’s annualized revenue had already exceeded $20 billion.
Revenue doubles as demand for AI Agents surges
One of the key drivers of recent growth is strong demand from enterprise customers for AI Agents.
Codex, OpenAI’s programming-focused product, and ChatGPT Work, which is designed for a wide range of tasks, have both seen a noticeable increase in demand.
At the same time, the company has reduced pricing for some models to more effectively compete in the price-sensitive customer market against Anthropic and a host of open-source model rivals.
On the same day, OpenAI announced the appointment of a new Chief Revenue Officer—this is the second time the company has changed that role in less than a year. The new hire comes from the cybersecurity industry, with the goal of accelerating enterprise sales growth.
The competitive landscape with Anthropic
OpenAI is currently engaged in an intense contest for enterprise customers with Anthropic.
Once seen as the challenger, Anthropic has gradually opened up the market with a series of AI products, including programming tools, and in May of this year announced that its annualized revenue has surpassed $47 billion. There may be differences in how the two companies calculate and report annualized revenue.
Both companies have filed confidential IPO registration documents. According to reports, Anthropic is expected to be the first to list, as early as this fall—ahead of OpenAI in terms of timing.
The core drivers behind this growth are AI programming software, subscription sales, and a just-starting advertising business, while its core consumer business also continues to expand.
In an internal memo, Greg Brockman, OpenAI’s co-founder and president, revealed that the company’s annualized revenue grew by more than 20% month-over-month in July.
Earlier, OpenAI’s CFO Sarah Friar said that by the end of last year, the company’s annualized revenue had already exceeded $20 billion.
Revenue doubles as demand for AI Agents surges
One of the key drivers of recent growth is strong demand from enterprise customers for AI Agents.
Codex, OpenAI’s programming-focused product, and ChatGPT Work, which is designed for a wide range of tasks, have both seen a noticeable increase in demand.
At the same time, the company has reduced pricing for some models to more effectively compete in the price-sensitive customer market against Anthropic and a host of open-source model rivals.
On the same day, OpenAI announced the appointment of a new Chief Revenue Officer—this is the second time the company has changed that role in less than a year. The new hire comes from the cybersecurity industry, with the goal of accelerating enterprise sales growth.
The competitive landscape with Anthropic
OpenAI is currently engaged in an intense contest for enterprise customers with Anthropic.
Once seen as the challenger, Anthropic has gradually opened up the market with a series of AI products, including programming tools, and in May of this year announced that its annualized revenue has surpassed $47 billion. There may be differences in how the two companies calculate and report annualized revenue.
Both companies have filed confidential IPO registration documents. According to reports, Anthropic is expected to be the first to list, as early as this fall—ahead of OpenAI in terms of timing.
PINNED
大仁Jaron
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S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year
On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
@英鸿³³₇
is speaking[LIVE] 🎙️ In a market without momentum, we need to research BNB from multiple angles
4.3k listens
大丽7613
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$ETH
The ETH staking ratio hits a record high, currently at 34.4%, up from just 30% at the beginning of the year.
The market interpretation is largely positive: large amounts of ETH are staked and earn yield while their circulating float shrinks, tightening spot supply elasticity.
A high staking rate suggests long-term capital is still firmly committed to the Ethereum ecosystem; however, for traders, this will amplify price volatility driven by capital flows, and it does not necessarily mean an inevitable rise.
For the short term, focus on whether the trading volume at high levels can be sustained. If momentum-chasing capital fades, the ability of pullback areas to absorb bids is more important than the staking data itself.
Note: The above is only a relay of market views and does not constitute investment advice. Crypto assets carry high volatility risk—participate cautiously.
The ETH staking ratio hits a record high, currently at 34.4%, up from just 30% at the beginning of the year.
The market interpretation is largely positive: large amounts of ETH are staked and earn yield while their circulating float shrinks, tightening spot supply elasticity.
A high staking rate suggests long-term capital is still firmly committed to the Ethereum ecosystem; however, for traders, this will amplify price volatility driven by capital flows, and it does not necessarily mean an inevitable rise.
For the short term, focus on whether the trading volume at high levels can be sustained. If momentum-chasing capital fades, the ability of pullback areas to absorb bids is more important than the staking data itself.
Note: The above is only a relay of market views and does not constitute investment advice. Crypto assets carry high volatility risk—participate cautiously.
周周1688
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🚀🚀August 13, 2026 ‖ Crypto Daily
$BNB 🧧🧧
The macro market remains cautious, while institutions keep adding to their positions.
BTC is trading sideways in the $63,400–$63,900 range, and ETH is around $1,875–$1,900.
Yesterday’s CPI came in line with expectations, so the market reaction was limited; we’re now waiting for the PPI to provide the next signal.
Total market cap is about $2.18T–$2.19T, and Fear & Greed is around 37–38.
A few directions worth watching today:
① Goldman Sachs ramps up crypto asset management
Goldman Sachs announced it will acquire NEOS Investments, with a deal value of up to about $2.25B.
This will bring Goldman crypto options-income ETF products, including those tied to Bitcoin and Ethereum.
Traditional finance is further entering the crypto market through ETFs and yield-oriented products.
② Metaplanet launches Bitcoin BitBonds
Japan’s Bitcoin Treasury company Metaplanet has issued the first batch of BitBonds, with a size of about ¥200M, an annual yield of roughly 4.0%–4.3%, and a term of about 3 years.
The core logic is straightforward:
Debt financing → obtain funding → continue accumulating BTC.
Bitcoin Treasury is seeing an increasing number of new financing models.
③ RWA / Tokenization continues to advance
The SEC’s discussions about tokenized stocks are still ongoing.
Meanwhile, Binance Wallet launched Stock Hub to help users find and compare opportunities related to tokenized stocks on-chain.
Traditional assets are steadily moving onto the blockchain.
④ Security risks still can’t be ignored
Harmony (ONE)’s abnormal mint event is still affecting market sentiment.
In addition, an incident has also been reported where about 200K XRP was moved out via a logic exploit on an XRP bridge; the bridge service has already been paused.
As the market matures, the importance of security infrastructure grows even more.
⑤ Binance ecosystem
🔥 Binance Alpha kicks off the DAPPOS (DOS) trading competition, with a $200K prize pool.
📚 Binance Academy has launched a new Crypto Risk Management course.
At the same time, PROM (+62.8%), NBIS (+26.4%), and QNT (+23.5%) have been standout performers, as capital continues to search for high-volatility opportunities.
Summary:
Today’s market isn’t surging wildly,
but institutions haven’t stopped.
Goldman is strengthening its ability to manage crypto assets.
Metaplanet is looking for new BTC financing routes.
RWA continues migrating onto the blockchain.
Security note: true market infrastructure is the core of the next phase.
$BTC $ETH
#1688家族family
$BNB 🧧🧧
The macro market remains cautious, while institutions keep adding to their positions.
BTC is trading sideways in the $63,400–$63,900 range, and ETH is around $1,875–$1,900.
Yesterday’s CPI came in line with expectations, so the market reaction was limited; we’re now waiting for the PPI to provide the next signal.
Total market cap is about $2.18T–$2.19T, and Fear & Greed is around 37–38.
A few directions worth watching today:
① Goldman Sachs ramps up crypto asset management
Goldman Sachs announced it will acquire NEOS Investments, with a deal value of up to about $2.25B.
This will bring Goldman crypto options-income ETF products, including those tied to Bitcoin and Ethereum.
Traditional finance is further entering the crypto market through ETFs and yield-oriented products.
② Metaplanet launches Bitcoin BitBonds
Japan’s Bitcoin Treasury company Metaplanet has issued the first batch of BitBonds, with a size of about ¥200M, an annual yield of roughly 4.0%–4.3%, and a term of about 3 years.
The core logic is straightforward:
Debt financing → obtain funding → continue accumulating BTC.
Bitcoin Treasury is seeing an increasing number of new financing models.
③ RWA / Tokenization continues to advance
The SEC’s discussions about tokenized stocks are still ongoing.
Meanwhile, Binance Wallet launched Stock Hub to help users find and compare opportunities related to tokenized stocks on-chain.
Traditional assets are steadily moving onto the blockchain.
④ Security risks still can’t be ignored
Harmony (ONE)’s abnormal mint event is still affecting market sentiment.
In addition, an incident has also been reported where about 200K XRP was moved out via a logic exploit on an XRP bridge; the bridge service has already been paused.
As the market matures, the importance of security infrastructure grows even more.
⑤ Binance ecosystem
🔥 Binance Alpha kicks off the DAPPOS (DOS) trading competition, with a $200K prize pool.
📚 Binance Academy has launched a new Crypto Risk Management course.
At the same time, PROM (+62.8%), NBIS (+26.4%), and QNT (+23.5%) have been standout performers, as capital continues to search for high-volatility opportunities.
Summary:
Today’s market isn’t surging wildly,
but institutions haven’t stopped.
Goldman is strengthening its ability to manage crypto assets.
Metaplanet is looking for new BTC financing routes.
RWA continues migrating onto the blockchain.
Security note: true market infrastructure is the core of the next phase.
$BTC $ETH
#1688家族family
从0开始1688
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Tether Completes the Largest-Ever Initial Financial Audit
With one hand holding $122 billion in short-term U.S. Treasury bills, and with the other holding 146 tons of gold and $6.3 billion in excess reserves.
"stablecoin leader boss Tether"
Finally completed the largest-ever initial financial audit. KPMG issued an unreserved opinion; reserves exceed liabilities by $6.814 billion.
On August 14, Tether, the issuer of USDT, announced that it had completed a full independent audit of its fiscal year 2025 financial statements by KPMG in the United States, and had received an unreserved audit opinion with a signing of no exceptions. This is the most positive opinion that an independent audit firm can issue. The audit is known as the “largest-ever initial financial audit.” KPMG conducted comprehensive substantive testing on Tether’s balance sheet, the composition of reserve assets, issued token liabilities, the statement of profit and loss, the statement of changes in equity, and the cash flow statement. It also physically inventoried every gold bar held by Tether to verify its existence and identifying information, rather than relying only on custodian reports.
"stablecoin leader boss Tether"
Finally completed the largest-ever initial financial audit. KPMG issued an unreserved opinion; reserves exceed liabilities by $6.814 billion.
On August 14, Tether, the issuer of USDT, announced that it had completed a full independent audit of its fiscal year 2025 financial statements by KPMG in the United States, and had received an unreserved audit opinion with a signing of no exceptions. This is the most positive opinion that an independent audit firm can issue. The audit is known as the “largest-ever initial financial audit.” KPMG conducted comprehensive substantive testing on Tether’s balance sheet, the composition of reserve assets, issued token liabilities, the statement of profit and loss, the statement of changes in equity, and the cash flow statement. It also physically inventoried every gold bar held by Tether to verify its existence and identifying information, rather than relying only on custodian reports.
大丽7613
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[Replay] 🎙️ What do you think about today’s market trends? Build BNB together
02 h 28 m 18 s · 16.4k listens
Hawk自由哥
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#Hawk Live every afternoon at 16:00 🧧🧧🧧🧧🧧
When prices fall, emotions are the easiest to sway, and the noise is the loudest. But what truly matters has never been short-term ups and downs—it’s what we do. We haven’t stopped building. We haven’t disappeared just because the market has cooled. And we haven’t changed course because of doubt. We choose to keep doing things:
Take what needs to be done and do it step by step, finish the roads that need to be walked one step at a time. #Hawk is never something shouted into existence, nor something driven by emotion—it’s something accumulated slowly through long-term action. Markets will keep repeating, cycles will come around again—but the real thing that truly has life is that, even in the low point, there are still people building, persisting, and pushing forward. If you feel lost right now, that’s completely normal. But remember—
We exist not to please the short-term market, but to do something that truly matters all the way through. Keep building long-term and keep moving forward. Time will speak for Hawk. Because we firmly believe Hawk will not let those who have faith down!
Nor will it let the builders who follow with a sincere heart and right intention 🌈
#韩国批准修法收紧加密交易所监管 #MoneyGram将现金加密兑换扩展至Solana
When prices fall, emotions are the easiest to sway, and the noise is the loudest. But what truly matters has never been short-term ups and downs—it’s what we do. We haven’t stopped building. We haven’t disappeared just because the market has cooled. And we haven’t changed course because of doubt. We choose to keep doing things:
Take what needs to be done and do it step by step, finish the roads that need to be walked one step at a time. #Hawk is never something shouted into existence, nor something driven by emotion—it’s something accumulated slowly through long-term action. Markets will keep repeating, cycles will come around again—but the real thing that truly has life is that, even in the low point, there are still people building, persisting, and pushing forward. If you feel lost right now, that’s completely normal. But remember—
We exist not to please the short-term market, but to do something that truly matters all the way through. Keep building long-term and keep moving forward. Time will speak for Hawk. Because we firmly believe Hawk will not let those who have faith down!
Nor will it let the builders who follow with a sincere heart and right intention 🌈
#韩国批准修法收紧加密交易所监管 #MoneyGram将现金加密兑换扩展至Solana
晚风1688
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Keep improving yourself ✨, starting with making progress a little every day 💪.
There is no flower that starts out as a flower 🌷.
Effort is never wasted; all experiences will turn into the road beneath your feet 🚶.
Your life experience is the confidence time gives you 💛,
and every step shapes the better you 🌟.
Come on 🔥
$BNB 📈📈📈
#Shein据报最早8月20日启动港股IPO认购
#1688家族family
There is no flower that starts out as a flower 🌷.
Effort is never wasted; all experiences will turn into the road beneath your feet 🚶.
Your life experience is the confidence time gives you 💛,
and every step shapes the better you 🌟.
Come on 🔥
$BNB 📈📈📈
#Shein据报最早8月20日启动港股IPO认购
#1688家族family
花涧空
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✨
📊 Current status: ETH price is $1,880. 24h trading volume is $6 billion. Over the past week, it has mostly been moving back and forth within the $1,854–$1,935 range. The latest hourly candle closed around $1,878.
$ETH
📉 Short-term rhythm: Over the past few trading days, the highs have been stepping down ($1,934 → $1,928 → $1,918). The lows have repeatedly tested the $1,855–$1,870 area as well. This is a typical pattern of 【late stagnation at higher levels and shifting the center downward】. Short-term momentum is weak, but it hasn’t broken down.
🎯 Key levels:
Support: $1,855–$1,860 (the lower edge of the range). If this breaks, it will likely move down to look for the $1,800 psychological level.
Resistance: $1,900 and $1,920–$1,935 (the upper edge of the range). Only a breakout with increased volume can open room.
💡 Trading suggestions:
If you already hold positions: Don’t panic. As long as the range hasn’t broken, hold. If it breaks below $1,850, then consider trimming.
If you’re on the sidelines: Don’t chase. Wait for a pullback to $1,855–$1,865 and试多 with a small position size. Set a stop loss below $1,845.
For swing traders: As long as the range hasn’t been broken, it’s a high-sell / low-buy setup.
⚠️ Risk warning: Right now, ETH is moving with the overall market rhythm—when <$BTC > moves, ETH has to shake along with it. Don’t take positions that are too heavy, okay.
✨✨✨✨✨
This is only a technical analysis of the chart and does not constitute investment advice.
#美国7月CPI与PPI数据本周出炉
#ETH质押比例创34.4%纪录
📊 Current status: ETH price is $1,880. 24h trading volume is $6 billion. Over the past week, it has mostly been moving back and forth within the $1,854–$1,935 range. The latest hourly candle closed around $1,878.
$ETH
📉 Short-term rhythm: Over the past few trading days, the highs have been stepping down ($1,934 → $1,928 → $1,918). The lows have repeatedly tested the $1,855–$1,870 area as well. This is a typical pattern of 【late stagnation at higher levels and shifting the center downward】. Short-term momentum is weak, but it hasn’t broken down.
🎯 Key levels:
Support: $1,855–$1,860 (the lower edge of the range). If this breaks, it will likely move down to look for the $1,800 psychological level.
Resistance: $1,900 and $1,920–$1,935 (the upper edge of the range). Only a breakout with increased volume can open room.
💡 Trading suggestions:
If you already hold positions: Don’t panic. As long as the range hasn’t broken, hold. If it breaks below $1,850, then consider trimming.
If you’re on the sidelines: Don’t chase. Wait for a pullback to $1,855–$1,865 and试多 with a small position size. Set a stop loss below $1,845.
For swing traders: As long as the range hasn’t been broken, it’s a high-sell / low-buy setup.
⚠️ Risk warning: Right now, ETH is moving with the overall market rhythm—when <$BTC > moves, ETH has to shake along with it. Don’t take positions that are too heavy, okay.
✨✨✨✨✨
This is only a technical analysis of the chart and does not constitute investment advice.
#美国7月CPI与PPI数据本周出炉
#ETH质押比例创34.4%纪录
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🎙️ What do you think about today’s market trend? Build BNB together
End
02 h 28 m 18 s
16.1k
39
@Follow the live room
听澜321
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[Replay] 🎙️ Build Binance Square, set up DCA for BNB｜Friday, where does the money in the crypto world go? No market? Then buy BNB—let’s chat
05 h 12 m 42 s · 9.1k listens
Lily雪莉呀
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The setting sun returns to the mountains and seas, while my worries are tucked away in my heart.
come
路人1688-luren
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The road is long and arduous, and I will go up and down in search of it. I am not afraid of wind and rain; I quietly wait for the blossoms to bloom. The future is all worth looking forward to ✨
Crypto狼少
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🧧🧧No more talk—Binance Coin red packet benefits continue to be arranged 🧧🧧
🎁🎁 If you’re passing by, reach out and tap to follow with a prosperous little hand 🎁🎁
❤️❤️ Thank you for your support all the way! ❤️❤️
🎁🎁 If you’re passing by, reach out and tap to follow with a prosperous little hand 🎁🎁
❤️❤️ Thank you for your support all the way! ❤️❤️
@橙子Joyce 🧧🧧🧧🧧🧧🧧💰💸
橙子Joyce
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The Federal Reserve’s $6 billion cap on the FIMA facility is a key trigger point for the bitcoin liquidity crisis.
Arthur Hayes noted that the Federal Reserve’s FIMA facility, with a $6 billion cap, is a key trigger point for the bitcoin liquidity crisis. He expects this limit to be lifted to accommodate larger pools of capital such as Japan’s government pension funds, which would in turn drive a significant surge in the BTC price.
This perspective is directly linked to the structural bottlenecks in the current global macro liquidity—namely, existing mechanisms cannot accommodate the intervention of sovereign funds on an ultra-large scale, thereby limiting the upside potential of risk assets.
The deeper reason lies in the operating logic of FIMA (the Foreign and International Monetary Authorities’ Repurchase Facility) and the constraints imposed by current rules. This mechanism allows authorized foreign official accounts to temporarily obtain dollars by pledging U.S. Treasury bonds as collateral. The relevant monetary authorities first hand over the Treasuries to the Federal Reserve in exchange for dollars, and then use those dollars to buy yen. This structure does not require the direct sale of Treasuries and can therefore provide funding support for currency intervention.
This perspective is directly linked to the structural bottlenecks in the current global macro liquidity—namely, existing mechanisms cannot accommodate the intervention of sovereign funds on an ultra-large scale, thereby limiting the upside potential of risk assets.
The deeper reason lies in the operating logic of FIMA (the Foreign and International Monetary Authorities’ Repurchase Facility) and the constraints imposed by current rules. This mechanism allows authorized foreign official accounts to temporarily obtain dollars by pledging U.S. Treasury bonds as collateral. The relevant monetary authorities first hand over the Treasuries to the Federal Reserve in exchange for dollars, and then use those dollars to buy yen. This structure does not require the direct sale of Treasuries and can therefore provide funding support for currency intervention.
@StevenSeely Alliance
StevenSeely Alliance
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ALERT
: Trezor disclosed its first customer data breach since 2013, affecting 11,742 hardware wallet buyers.
An unauthorized actor accessed order data through fulfillment provider ShipMonk, exposing customers’ names, phone numbers, email addresses and home addresses.
@币安广场
#Hacker
: Trezor disclosed its first customer data breach since 2013, affecting 11,742 hardware wallet buyers.
An unauthorized actor accessed order data through fulfillment provider ShipMonk, exposing customers’ names, phone numbers, email addresses and home addresses.
@币安广场
#Hacker
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