橙子Joyce

@橙子Joyce 🧧🧧🧧🧧🧧🧧🧧🧧💰💸

@橙子Joyce 🧧🧧🧧🧧🧧🧧🧧🧧💰💸

@橙子Joyce 🧧🧧🧧🧧🧧🧧🧧🧧💰💸

Bitcoin Asia 2026 (Asian Bitcoin Conference) will be held on August 27–28, 2026 at the Hong Kong Convention and Exhibition Centre (HKCEC). It is hosted by BTC Inc. (a subsidiary of Nakamoto Inc.), and Metaplanet is the naming sponsor. It is one of the largest Bitcoin-themed conferences in Asia.

According to the official announcements and confirmations released by multiple media outlets (including the first wave and subsequent updates, as of the eve of the event), the major big names/key speakers in the crypto community and related fields include:
Core Headliners

• CZ (Changpeng Zhao): Founder of Binance (later focusing on education and regulatory consulting, etc.); already confirmed to deliver a keynote on the main stage.

• Balaji Srinivasan: Founder of Network School and author of The Network State; featured as the top-tier closing keynote guest.

• Justin Sun (孙宇晨): Founder of TRON; advisor to WBTC/HTX, etc.

• Simon Gerovich: CEO of Metaplanet (the largest corporate Bitcoin holder in Japan; naming sponsor of the conference).

• David Bailey: CEO & Chairman of Nakamoto Inc. (NASDAQ: NAKA).

• Gracy Chen: CEO of Bitget.

• Mark Yusko: Managing Partner at Morgan Creek Digital.

• AJ Scaramucci: Founder and CEO of Treasure Trove.

Other Important Confirmed Guests

• Hugh Hendry: Founder of Acid Capitalist; former macro hedge fund manager (publicly shifted to supporting Bitcoin as a monetary asset).

• Matt Cole: Chairman and CEO of Strive (companies related to publicly listed Bitcoin treasuries).

• Jack Kong: Founder of Nano Labs; related to Hong Kong Cyberport.

• Bonnie Chang: Founder and host of Bonnie Blockchain.

• Policy and institutional side: Dr. Hon. Johnny Ng (吳杰庄) (Hong Kong Legislative Council member, member of the National Committee of the Chinese People’s Political Consultative Conference), Bilal Bin Saqib (Chairman of Pakistan’s virtual asset regulatory authority), etc.

In addition, there will be many speakers from exchanges, custodianship, mining, development, institutional investment, and other fields (the official website lists 150+ people, including figures such as Stephan Livera, Bitget/BitGo/Bitdeer, and others). The agenda covers institutional adoption, macro finance, regulation, infrastructure, and more.

For the complete latest list and agenda, please visit the official website: asia.b.tc/speakers and the agenda page.

Apple (AAPL) will hold the biggest product launch of this year at its Cupertino headquarters at 10:00 a.m. Pacific Time on September 9 (1:00 a.m. the next day Beijing time). This will also be the first time that John Ternus, after taking over as CEO, will lead a major new product launch. Apple is expected to unveil its first foldable-screen iPhone, with a device size roughly like a standard passport; when unfolded, the screen size will be close to that of a small iPad. This will be the most significant design change for the iPhone in nearly 20 years since it was introduced. Apple also plans to release iPhone 18 Pro and Pro Max, featuring a faster chip, improved battery life, and a major upgrade to the camera—at least the larger models will be equipped with a mechanical aperture. The second-generation iPhone Air and the standard iPhone 18 are expected to be delayed until next spring. A new Apple Watch could also be unveiled around the same time. Tim Cook, who is stepping down as CEO, will continue to serve as Executive Chairman.

Despite a potential price as high as $2,500 for Apple’s first foldable-screen iPhone launching in September, first-year shipments are still expected to exceed 10 million units, helping to restart growth in the foldable phone market. Market expectations are that global shipments of foldable-screen phones will grow by 12.6% this year and 18% next year; by 2027, Apple will account for 40% of worldwide foldable phone shipments. At the same time, due to rising prices for components such as memory chips and supply constraints, the global overall smartphone market is expected to shrink by a record 16.7% this year, with the claim that “the era of cheap smartphones has already ended.”
$AAPL

USDC issues nearly $2 billion more in one week—what supports Circle’s next growth cycle?

1.USDC ends nearly six months of sideways, weak performance, adding about $1.7 billion to $2.0 billion in supply within a week, becoming a direct signal that Circle’s fundamentals are recovering.

2.Awarded Circle a “beat the broader market” rating with a $140 target price, the long-term thesis hinges on whether Arc can convert institutional partnerships into assets, settlement, and revenue.

3.USDC’s total supply still lags behind USDT, but in transaction volumes after excluding bots and high-frequency activity, USDC’s share has already risen to 60% or more in 2026.

4.Real-world stablecoin payments are growing at about 30% year over year, but they currently account for only around 3% of adjusted transaction volume—so they have not yet become a major source of demand.

5.AI agent payments see nearly 19 million monthly transactions, but the value is only about $1 million; at this stage, it mainly reflects infrastructure adoption.

USDC re-expands, and the top-tier competitive landscape has not changed for now

Even with supply below USDT, USDC captures more effective trading volume

Payments grow steadily, while AI agents remain stuck in “small-ticket, high-frequency”

Arc will be the real test of Circle’s platformization

At this stage, Circle’s most certain growth still comes from the rebound in USDC supply and an increase in trading share. Payment rails, tokenized asset economics, and AI agent activity also offer further room to expand valuation potential, but these businesses still need to go through the transformation from partnership announcements to infrastructure adoption, and ultimately to asset realization and revenue capture.

Next, the market needs to watch four variables:
1.Can USDC supply continue to grow?
2.Can the adjusted transaction share hold steady?
3.Can the share of real-world payments increase?
4.After Arc goes live, can it attract real assets and pull transactions in?

$BTC

$BNB

SpaceX plans to build a $100 billion Starship launch base on the southern coast of Louisiana, adding a third Starship launch site. The facility will be located on Pea Island, covering about 125,000 acres. It is planned to construct five launch complexes, 10 launch pads, as well as propellant production, power generation, spacecraft processing, and employee housing facilities. The base will help SpaceX increase the frequency of Starship launches and support plans to build up to 1 million data center satellites in the future. Starship will also be used to launch upgraded Starlink satellites, with the earliest orbit data center mission planned for 2027, and NASA astronauts for a Moon landing as early as 2028.

Acquiring Cursor is an important step for SpaceX to expand its enterprise-grade artificial intelligence capabilities, because Cursor’s technology and data can help improve the performance of Grok.

After integrating Cursor’s data into Grok’s supplemental training, Grok’s performance has already improved significantly. Grok 4.6 combines powerful AI capabilities with costs that are substantially lower than comparable products, making it more appealing to users and supporting broader applications.

As enterprise customers’ profitability potential for Grok becomes increasingly important over time, artificial intelligence may become a larger contributor to SpaceX’s revenue. More widespread applications and continuously improving profitability will provide new momentum for growth beyond SpaceX’s existing business.

Now SpaceX’s stock price is very attractive, and positioning ahead of time to buy is the best investment strategy. In the next 3–5 years, you could see multiple times the returns!
For reference only!
$SPCXB

A very professional analysis

On August 26 at 20:30, the July PCE data will be released. If the reading comes in hotter than expected, expectations for the Federal Reserve’s September policy path are likely to be affected, and fluctuations in U.S. Treasury yields may move in tandem with global risk assets. In addition, the revised estimate of the U.S. real GDP for Q2 will be released on August 26 at 20:30. On a month-over-month basis, investors expect the Fed’s preferred inflation gauge—the core PCE price index—to rise by 0.2%. If the increase is larger, it could lead investors to reconsider expectations that the Fed will stay on hold in September, potentially opening the door for a pullback in gold. Conversely, if the monthly core PCE inflation data is weaker than expected, it may help gold move higher further.

Then on Thursday, August 27, traders will focus on the weekly initial jobless claims report. At 22:00 on Friday, the preliminary annual benchmark revision to nonfarm payrolls data will also be released, along with the final reading of the University of Michigan’s August consumer sentiment index.

The preliminary annual benchmark revision to nonfarm employment data will indicate whether previously reported U.S. employment figures were overestimated or underestimated. After recent signs of softer hiring, this revision may become even more important. If it suggests a significant weakening in the labor market, it could affect expectations for Fed policy.

The momentum of U.S. economic growth is accelerating. S&P Global’s U.S. Composite PMI rose by 1.5 points in August to 56.0, the highest level since April 2022 and the third consecutive month of gains. At the same time, the Services PMI increased by 2.2 points to 56.8, the highest level since March 2022. The Manufacturing PMI fell by 0.7 points to 53.9, the lowest level in the past five months, but it remains in the expansion range.

Meanwhile, U.S. firms’ hiring activity is led by the services sector, with headcount increasing at the fastest pace since January 2025. These data suggest that the United States’ year-on-year GDP growth rate in Q3 2026 will reach +3.0%, compared with +1.5% in Q2. Artificial intelligence is driving a historic wave of growth.

【Anthropic is expected to match or exceed SpaceX’s IPO record】

Previously, reports said that Anthropic’s preliminary revenue in the second quarter exceeded $11.5 billion, while it was only $787 million in the same period of 2025. By the end of July, the company’s annualized revenue run rate had reached $65 billion.

According to people familiar with the matter, the AI company Anthropic expects its IPO size to match or exceed the record set by SpaceX. As the AI company accelerates its preparations for going public, a mega-IPO is being lined up. The people familiar with the matter said that Anthropic is conducting related calculations and preparing to file for a potentially large IPO as early as later this month. They added that a recent investor communications meeting chaired by Chief Financial Officer Klao avoided discussing valuation. Data shows that at the time of its IPO, SpaceX—an aerospace company for rockets and satellites—raised $75 billion, becoming the largest initial public offering in history. Because it exercised so-called over-allotment options, the figure ultimately rose to $86.2 billion. This mechanism is typically triggered in the early period after the stock begins trading. Anthropic’s target reflects how leading companies in the AI industry are reshaping the tech investment landscape in an extremely short time. Previously, reports said that Anthropic’s preliminary revenue in the second quarter exceeded $11.5 billion, while it was only $787 million in the same period of 2025. By the end of July, the company’s annualized revenue run rate had reached $65 billion.