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NVIDIA announced two things on August 24, 2026: the Groq 3 LPX inference accelerator will fully go into production, and SpaceXAI will deploy the Vera CPU, with plans to expand the Vera Rubin platform to space/on-orbit computing scenarios.

Vera is a CPU built specifically for agentic AI, integrating 88 in-house Olympus cores, along with the Rubin GPU and Groq 3 LPX. The goal is to turn “large-model token generation” into a pipeline. Reports say the Groq 3 LPX may reach around 3,400 tokens per second (to be verified); on the inference side, it targets high-throughput, low-latency scenarios.

Compared with the traditional model that sells only GPUs, this looks more like an integrated solution spanning CPU, GPU, inference accelerators, and space/edge computing. In the short term, we’ll need to see the real shipments of Groq 3 LPX and how well the ecosystem adopts it. In the long term, it will come down to whether Vera Rubin can deliver benchmark applications in orbit.

【BTC Breaks $80,000: This Time, It’s Really a Bit Different】
To be honest, when it hit $62,000, I didn’t expect to see $80,000 again so quickly.
In just one week, BTC surged from around $63,000 to above $80,000—up more than 20%.
Now, when I look at this move, there’s one change that’s quite obvious:
This time, it doesn’t look like a pure emotional rebound.
First, the shorts were repeatedly squeezed out.
After BTC broke $70,000 and $75,000, shorts started cutting losses and getting liquidated, which kept adding fuel to the rally.
But if it were only a short squeeze, usually it would be about enough once it reaches this level.
What truly made me start paying attention is that ETF capital is back.
Last week, U.S. spot BTC ETFs recorded net inflows for five straight trading days—about $1.92 billion for the week.
The logic is pretty simple:
Short covering is buying, and ETF inflows are also buying.
One is forced buying, and the other is real, cash-driven allocation.
With both happening at the same time, the nature of the market move is different.
Looking further up, the U.S. dollar, interest rates, and expectations for liquidity are also starting to affect BTC again.
So when BTC reclaims $80,000 this time, I actually think what happens after $80,000 matters more than the breakout itself.
Right now, I’m watching three key things:
Can BTC hold above $80,000?
Can ETF inflows continue?
Will macro data and Jackson Hole cool off risk assets?
If a pullback to $80,000 can be absorbed—turning the resistance level into support—then this move may still have room to run.
But if it spikes up and then quickly falls back, then be careful—that could just be a very pretty fakeout.
So it’s still not time to shout, “The bull market is back.”
But at least one thing is clear:
When BTC was at $62,000, what people feared was further declines.
At $80,000, what the market is starting to fear is missing out.
That’s the real place where sentiment has changed.
#btc触及80000美元

BitMine Immersion Technologies increased its ETH holdings by 32,447 within a week. Its latest total holdings are 5,847,611 ETH, or about 4.8% of Ethereum’s total supply. Total assets are approximately $14.9 billion, of which cash and marketable securities are only about $308 million.

In other words, this listed company’s balance sheet is already highly tied to ETH: a small cash buffer, a large Ethereum position, plus a small amount of BTC (about 210 coins), roughly $180 million in other crypto assets, and a basket of investments referred to as “Moonshots.”

For the Ethereum market, this means nearly 5% of the supply is concentrated in a single institution’s account. Long-term lockups may tighten the circulating supply, but any volatility at the company level could also amplify market swings at certain points.

Next, the key question is whether BitMine will continue accumulating at high levels, or whether changes in regulation, accounting rules, or pressures from its own operations force it to adjust this highly concentrated treasury strategy.

Gold broke through the $4,650 mark directly this morning.🟡
This move has been quite strong today.
In the early part of the gold trading session, spot gold briefly pushed past $4,650 per ounce, with an intraday gain reaching 1%, immediately setting a fresh high in nearly three months.
But looking at it now, the price has pulled back somewhat from its highs.

So to me, what really matters about $4,650 isn’t whether price can “touch” it—it’s whether it can hold its ground afterward.
Several variables behind this gold rally are pretty clear:
The U.S. dollar is weakening, concerns about U.S. fiscal and debt issues are heating up, and on top of that, the market is once again pricing in expectations for Fed policy—all of which are giving gold a boost.
Last week alone, gold’s week-over-week gain also exceeded 5%.

What’s interesting is this: as gold keeps surging upward like crazy, how will BTC move?
If gold is strong but BTC shows no reaction, it suggests that capital is still leaning toward a defensive stance.
But if gold stays strong and BTC starts moving along too, then the market’s risk appetite may be changing a bit.

So over the next few days, besides watching BTC, I’ll also keep an eye on gold and the U.S. dollar together.
Once $4,650 is broken, the key question is whether it can hold.
Do you think BTC will follow, or will it keep moving on its own?👀
#BTC #黄金 #金价逼近三个月高位

It’s Monday—let’s briefly cover the market first.

BTC pushed up to around 79,555 over the weekend, and has since pulled back into the 77,300–77,400 range, trading sideways. After the move down from the highs, the pace has clearly slowed—both bulls and bears are holding back and waiting.

Next, we mainly need to see whether price can reclaim 77,500–78,000, and whether support around 77,000 can hold. There are also plenty of announcements this week, so be careful—volatility may increase.

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<a>#BTC </a> <a>#AiCoin </a> <a>#周一行情 </a>

BTC breaks above $79,000 during trading!🔥

It peaked around $79,555, but what really deserves attention now isn’t how much higher it can go.

Instead: above $79K— is there real money actually stepping in?

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$79K has already been broken. This weekend, we’ll see whether the incoming funds can hold up
#比特币两个月来首破7万美元

【Greed index surged to 62 overnight, BTC returns to $690,000: is this a real bull market or a short squeeze?】
Yesterday, people were already worried that $60,000 might not hold; today, discussions have started about $70,000.
On August 20, the Fear & Greed Index moved from 46→62, back into the Greed zone; BTC also briefly climbed above $70,000, hitting a new high since early June.

But don’t rush to call it a bull market yet.
This rally likely has an important driving force:
Too many shorts were crowded.
After BTC broke through key resistance, short-covering turned into buying:
price rises → shorts close → buy orders increase → prices keep rising → more shorts are forced to buy back
A typical short-squeeze pattern.
Of course, a weaker US dollar, falling yields on U.S. Treasuries, and improved regulatory expectations also provide support for BTC.
So right now it’s more like: the squeeze is accelerating things, while capital determines how far the move can go.

Next, watch these three things:
① Whether ETF inflows keep up
For it to be healthier, prices rise and capital keeps flowing in.
② Whether $70,000 can hold
Breaking above $70,000 isn’t hard; what matters is whether there are buyers on the pullback.
③ The US dollar and U.S. Treasury yields
If the dollar stays weak and yields keep falling, that’s more favorable for BTC.

So there’s no need to rush to declare, “the bull market is back.”
62 is when sentiment turns greedy again; $70,000 is the real exam hall.
The next pullback will be the true test of this uptrend.#比特币时隔三月重返6.9万美元

Unitree soars 629%: Why did robots suddenly rush into Crypto?

Today Unitree Technology went public. Its offering price was 150.8 yuan, and at one point at the open it surged to 1,100 yuan—up about 629%. At 10:45, Binance simultaneously listed the UNITREEUSDT perpetual contract.

In the same morning, it appeared in both the A-share market and the Crypto market.

Founded in 2016, Unitree grew from a robotic dog to a humanoid robot. What truly ignited the market was AI: moving from “you tell it what to do” to “it understands, judges, and acts on its own”—embodied intelligence. AI thinks, and the robot moves. If it all works, factories, logistics, and even homes could all be changed.

Crypto logic is straightforward: real-world hot topic → consensus → narrative → candlestick chart. A-shares price the company; Crypto prices the UNITREE narrative. What traders are trading is the same expectation—will robots become the next big track?

But don’t get carried away. A 629% jump doesn’t mean fundamentals improved 6-fold overnight. The market cap of over 4.4 trillion yuan has already priced in a large portion of the future. Mass production, costs, deployment, and monetization still need to be verified. Stocks can make people lose their heads easily, but Crypto contracts move even faster.

A decade ago, it was one robotic dog. Today, it stands at the intersection of robotics, AI, and Crypto. Imagination can push prices up, but execution determines whether it can truly hold its ground.

The above is only personal observation and does not constitute investment advice. Crypto assets are highly volatile—judge independently and manage risk.#宇树科技上市首日涨629%

【BTC finally not following the U.S. stocks down, but we still have to get through one more hurdle tonight】
The past two days’ market for BTC has been kind of interesting.
While U.S. stocks are still in turmoil, BTC has actually reclaimed the $64,000 level, and during the day it even surged to as high as $65,000.
Finally, it’s not falling along with U.S. stocks—great news 😂

But what I care about more right now is one data point: the perpetual contract funding rate has already surged to a 20-month high.
In simple terms, longs are getting a bit too excited again.
On top of that, Trump and crypto industry executives met, and the activity in derivatives has clearly picked up—market sentiment is definitely warmer than it was a few days ago.
So this move can be a little more optimistic, but don’t get overly excited.

The question now isn’t “is anyone bullish?” but rather:
With so many longs piling in, can BTC still keep moving higher?

If $64,000 can hold and $65,000 keeps getting eaten upward, then of course the trend has more room to play out.
But if it can’t break through, and the funding rate stays high the whole time, then with longs becoming too crowded, it’s easier for the market to “clean house.”

And tonight there’s another key variable.
At 2:00 a.m. on August 20 Beijing time, the FOMC meeting minutes will be released.
This time we don’t need to wait for the rate decision—the focus is mainly on how concerned the committee members are about oil prices and inflation, and whether there are obvious disagreements internally about the future policy path.
If the wording is more hawkish than what the market expects, BTC’s rebound could shake around again.
If it’s not that hawkish, the market may actually feel more at ease.

So today, just watch two things:
Whether BTC can hold above $64,000, and what the Fed says at 2 a.m.
BTC finally didn’t follow U.S. stocks,
hope it doesn’t end up ruining itself again.😂
The above is for personal market observation only and does not constitute investment advice. The crypto market is highly volatile—please manage risk.
#比特币永续合约资金费率创20个月新高

Bull run? No—it’s the smart money that got in long ago!

Amid the wild celebration waves of on-chain PVP and the Meme market, rushing in while chasing fake news and blindly shouting buy/sell calls often ends with you becoming the bag holder for the giant whales. The real “bull market dimensionality reduction” is to put the moves of the smart money (Smart Money) and the whales directly onto your K-line chart—so you can see everything at a glance!

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Location is everything: Don’t rely on post-hoc hindsight after the chart moves—first look at the key areas where signals appear and the distribution of funds/positions, and you’ll instantly understand the ebb and flow of capital.

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Reject messy data: Can’t make sense of massive on-chain addresses? AI automatically sorts address quality, fund flows, position changes, and the correlation with price.

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Decisions with evidence: Stop blindly following based on hunches. After you see the win rate and the cost, decide whether to one-click follow that address.

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