大晖哥Whdysseus

Thank you uni!
In the past month, spot returns were 50%, and uni’s position ratio was 77%.
$UNI
$BNB $AAVE

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Global Limited Edition of 50 Sets
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USDC在持续增发，稳定币需求依然旺盛。
截至8月20日的7天内，Circle发行约75亿枚USDC，赎回约67亿枚，净增约8亿枚。USDC总流通量达727亿枚，储备量约729亿美元。
储备构成：约481亿美元隔夜逆回购、127亿美元短期国债、114亿美元机构存款、7亿美元银行存款。

$CRCL

Trump carried out more than 21,000 securities trades throughout all of 2025, with a total value ranging from $600 million to $1.86 billion.
An average of more than 80 trades per day. This frequency is absolutely the kind of “high-frequency trading” player.

Institutional capital is accelerating into the market.
This week, U.S. spot Bitcoin and Ethereum ETFs recorded a combined net inflow of $2.6 billion, the highest since October 2025.
Of this, spot Bitcoin ETFs saw a net inflow of $1.9 billion, and spot Ethereum ETFs saw a net inflow of $697 million; both products recorded their largest weekly net inflows since 2026.
$BTC $ETH

The U.S. Office of Government Ethics disclosed that Trump made more than 1,000 securities trades in June, with a total value ranging from $78.10 million to $263.1 million.
Crypto-related transactions involved Coinbase, Strategy, and Robinhood, but their overall share was very low.
Specific trade records:
Coinbase: On June 12, 18, and 23, sold (amount range: $100.1 thousand to $2.5 million), and on June 24, bought $50,000 to $100,000
Strategy: On June 23 and 24, sold (amount range: $100.1 thousand to $500 thousand)
Robinhood: Bought $10,010 to $150,000 on June 3.
#Coinbase #Strategy #Robinhood
$COIN $HOOD

It's getting better too
And I’ve also gained the Binance total profit leaderboard—7-day profit leaderboard TOP

$UNI
$AAVE

Duquesne Family Office founder Stanley Druckenmiller built a position in Bitdeer (NASDAQ: BTDR) in the second quarter of 2026, holding approximately 4.075 million shares. As of June 30, the market value of the holdings was about $64.67 million, with a cost basis of $15.89. As of the close on August 21, the unrealized loss was 27.88%.
At the same time, Druckenmiller newly established a position in HYPE Treasury Company Hyperliquid Strategies (NASDAQ: PURR), holding 2.94 million shares, with a market value of about $23.15 million and a cost basis of $7.87. As of the close on August 21, the unrealized gain was 36.98%.
Jane Street also added to its stake in Bitdeer.
As of June 30, Jane Street, a top-tier global quantitative trading and market-making firm, held 12.933 million shares of Bitdeer, representing about 5.7% ownership. In the second quarter, it increased its position by approximately 2.713 million shares, with a market value of about $148 million.
A notable background connection
Previously, U.S. Federal Reserve Chair Kevin Warsh worked with Duquesne Family Office founder Stanley Druckenmiller for nearly a decade. Kevin Warsh had previously joined the Duquesne Family Office and served for a long time as a partner and adviser.
In the 1783CLUB community, when it was $9, the Bitdeer (BTDR) focus was shared. It later touched a low of $8.44, and the current price is $11.46.
Duquesne Family Office’s core logic for Bitdeer is not just buying a mining company, but placing bets on three main themes at once:
Digital assets (BTC mining—the most direct leveraged exposure to BTC’s rise)
AI compute infrastructure (Bitdeer is transitioning into AI and HPC data centers, with reserved orders exceeding $2 billion)
Crypto financial infrastructure (mining companies are becoming key players in compute leasing and AI infrastructure)
$BTDR.US $PURR.US

The most anti-human thing about crypto is that an 80% gain in a year can be compressed into just 10 to 20 trading days.
The remaining 300-plus days are either sideways consolidation, a slow bleed downward, or a prolonged drawdown after a violent spike.
Day after day you stare at the screen, watching your account go up less—or even drop—until you start questioning life itself.
But that’s often what a true major market looks like.
Most of the time it’s there to torture you, and only a few days are responsible for changing the shape of your returns.
So the hardest part of crypto has never been discovering a bull market—it’s staying at the table through long waiting and doubt.
$BTC $ETH

A barometer of activity in China’s A-share market
Oriental Fortune’s 2026 interim report is out:
Total operating revenue: RMB 10.505 billion, up 53.22% year over year
Net profit attributable to shareholders: RMB 8.064 billion; RMB 5.567 billion in the same period of 2025; up approximately 44.8%
Non-GAAP net profit (after deducting non-recurring gains and losses): RMB 7.727 billion, up 47.13% year over year

Later, you went to the US stock market.

You started researching NVIDIA GPUs, Micron’s DRAM, and Hynix’s HBM—talking about the “supply-demand gap” the moment you opened your mouth, and about how “2027 production capacity has already been locked up” the moment you closed it.

You’ve changed.

Remember back then? When you saw a coin with an avatar of a frog, a dog, a penguin, and a hippo—the first line would be: “CA, send it to me.” The second: “What’s the market cap?” The third: “Can I still get in?”

Three minutes later: “Already all-in.”

Come back, brothers and sisters. This is the road back—the way you came.

The founder of Yushu Technology poured a bucket of cold water on his own industry

Wang Xingxing said: In the era of ChatGPT for embodied intelligence, it will be fast in two or three years, and slow in five to ten years. We’re not there yet.

It’s not humility—it’s that we really aren’t there.

A few technical bottlenecks are very real:

Efficiency isn’t as good as people’s. At the moment, robots can do simple assembly in factories, but their efficiency is still lower than humans’. For a new task, you have to retrain the model from scratch—there’s no way to reuse it.

A few centimeters of error, and the success rate drops sharply. When a robot is trying to pick something, it looks like it’s about to grab it, but in the end it’s off by just a little—and currently there’s no good way to correct it.

Severely lacking generalization ability. In a fixed scenario, with enough data, you can reach a 100% success rate. But if the scenario changes even slightly, the success rate collapses.

Data problems. Large language models can rely on simply stacking data, but embodied intelligence is different—even if you have data, you still can’t make practical use of it in real training.

Calmness on the hot wind is still quite rare.

Actually, getting back to break-even isn’t that hard—it’s only a matter of a few days.
Strategy (NASDAQ:MSTR) has already broken even.
Strategy’s average BTC holding price is around $75,000. Not long ago, when Bitcoin dropped to over $50,000, the unrealized loss temporarily reached nearly $10 billion.
From an unrealized loss of nearly $10 billion to getting back to break-even took just a few days.
$MSTR
$BTC

US stock funds are fleeing to avoid risk.
AI and tech stocks are consolidating after a high level, and capital is starting to look for safer places.
Gold has been down for more than half a year, and Bitcoin has been moving sideways for nearly a year—both are relatively near the bottom. Compared with chasing AI at higher prices, the value here is better.
US tech stocks: high, crowded, and volatile
Gold: in the bottom area, with little room left to fall
Bitcoin: sideways for months, gathering momentum
This round may not be about chasing AI, but rather a logic of risk aversion plus a catch-up rally.

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Event rules:
Register via the exclusive link. During August, complete real-name verification. Deposit ≥100 U and keep it for ≥48 hours, and complete any spot or futures contract trade.

For the first 50 users: 20 U back per user, to be issued before September 17.

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Limited spots—first come, first served.

Musk’s X is exploring using USDC to pay creators. In the future, you can earn money from posts and have it deposited directly in USDC—no bank intermediaries, and no cross-border fees.
This isn’t just a different way to pay people—stablecoins are shifting from a “trading tool” to an “internet payments” tool.
If X can make this work, the creator economy plus stablecoin payments would be a very large application scenario.

BTC surges overnight by 7%, ETH climbs nearly 20% in a single night—four drivers broken down
Last night’s violent rebound was driven by four forces:
1/ The U.S. Treasury expands buybacks
Starting in September, the scale of long-term Treasury buybacks doubles (from 2 billion per operation to 4 billion+), lowering long-end yields and boosting risk appetite. Expectations for macro liquidity are improving.
2/ Regulatory signals turn warmer
Trump met with executives from Coinbase, Ripple, and others at the White House, along with SEC/CFTC leadership. Market expectations for the regulatory environment are improving at the margin.
3/ ETF inflows return + large holders restart accumulation
BlackRock’s IBIT and Fidelity’s FBTC shift from net outflows to net subscriptions. On-chain whales end roughly 60 days of selling pressure and begin accumulating again.
4/ Liquidation of concentrated short positions
Highly leveraged shorts are selectively blown up, further amplifying the rally.
With these four factors stacking together, a rebound resonance forms. Whether the trend can continue depends on whether capital inflows can stay sustained afterward.

Chasing pumps and selling dips is the standard move for retail traders.
In late June, they called the storage high point—no one believed it.
Crypto was telling people to get on board for two months; in the group, about 80% of the people probably still haven’t bought in.
ETH surged nearly 20% in one night. After so long of sideways movement, it finally printed a big bullish candle.
If you have no position, there’s no need to chase it on a short-term trade right now—unless you’re long-term capital.
If you have a futures position, you can consider closing some to reduce leverage.
For price increases driven by major events, it’s often a one-wave move. If the rebound is too fierce, you should be more cautious.
$ETH

Binance Officially Confirms: The 2026 Blockchain Week Will Be Held in Bangkok, Thailand, from November 28 to 29 at the Queen Sirikit National Convention Centre (QSNCC).
This marks the second time Binance Blockchain Week has returned to Asia, following Singapore, Istanbul, Paris, and Dubai. As Bangkok serves as an important hub for the Southeast Asian crypto market, the choice of venue sends a clear signal—Asia remains one of the core battlegrounds for the crypto industry.

Bitcoin spot ETF market inflows have continued to rebound. BlackRock’s IBIT led net inflows, but divergence across the industry has intensified: smaller ETFs, disadvantaged by their scale, have been forced to liquidate.
1. On August 18 in U.S. Eastern Time, the total net inflow for Bitcoin spot ETFs in a single day reached $189 million, of which BlackRock’s IBIT accounted for $144 million, or about 76.2%.
2. BlackRock’s IBIT has recorded cumulative historical net inflows of $61.4 billion. Fidelity’s FBTC had a net inflow of $23.92 million on the day, and cumulative historical net inflows of $10.02 billion.
3. On net outflows, VanEck’s HODL saw a net outflow of $16.92 million on the day, while its cumulative historical net inflow stands at $1.07 billion.
4. The Bitcoin spot ETF DEFI under Hashdex began liquidation due to factors including asset size, liquidity, and operating costs. It concluded trading on August 17, and starting August 18 will liquidate the remaining Bitcoin holdings. Cash payments are expected around August 24.
5. As of July 30, DEFI’s assets under management were only about $7.28 million, highlighting the survival dilemma faced by smaller ETFs in competition.
6. As of now, the total net asset value of Bitcoin spot ETFs is $79.3 billion. The ETF net asset ratio (as a percentage of Bitcoin’s total market value) is 6.12%, and cumulative historical net inflows total $52.28 billion.
$BTC