链捕手ChainCatcher

ChainCatcher message: According to data from Bloomberg and remarks posted on X by Eric Balchunas, a senior ETF analyst at BlackRock, on September 1, since BlackRock’s iShares Bitcoin Trust (IBIT) launched in January 2024, its cumulative return has reached 71%, outperforming the S&P 500 index fund (VOO) from Vanguard by 66% in total return over the same period. Balchunas described IBIT’s upward path as violently fluctuating like a roller coaster, while VOO’s performance, by comparison, has been much steadier.
In 2024, the U.S. Securities and Exchange Commission approved 11 spot Bitcoin ETFs after a decade of rejections. Trading for IBIT began that same year. At present, IBIT manages assets of $61.4 billion, making it the largest Bitcoin ETF; the #2 fund, Fidelity’s Wise Origin Bitcoin Fund, has nearly $11 billion in assets under management. BlackRock, with assets exceeding $15 trillion, shook up the crypto market after filing a spot Bitcoin ETF application in 2023. Its product offers traditional investors exposure to Bitcoin and enjoys higher daily trading activity than other similar ETFs.

By: Synzhiyuan

Today, there’s even more exciting news.
In the latest podcast, Altman revealed that Astra’s ability to operate a computer has already reached human level!
And Fable 5.1 isn’t far off either.
It was discovered that Anthropic’s latest model, Fable 5.1, has already quietly appeared in the API routes of Amazon AWS Bedrock!
It’s very likely that Astra and Fable 5.1 may be released around the same time, back-to-back.
Exciting moments are just around the corner.
Astra operating a computer has reached human level
So far, this podcast has only released a teaser of more than a minute.

ChainCatcher message: The global bond bear market continues to intensify. On Tuesday, Japan’s 10-year government bond yield rose to 3%, the first time since 1996; the 30-year government bond yield also broke through a historical high of 4.18%. Meanwhile, the U.S. 10-year government bond yield rose in tandem to a multi-year high, reaching 4.78%. Global long-term sovereign bond yields are already at their highest level since the 2008 financial crisis.
Against this backdrop, Bitcoin has remained range-bound, trading around $78,000, with a slight pullback from an earlier high near $79,000. There is a dense resistance area between the current spot price and $86,000, which has limited Bitcoin’s upside momentum. In the short term, market sentiment remains cautiously optimistic. The $76,000 to $82,000 range is seen as the key battleground for the coming weeks.

ChainCatcher message: Arbitrum’s token ARB has risen more than 30% in the past 24 hours, reaching about 11 cents and breaking through the range of 7 to 10 cents it has been trading in since June. According to DefiLlama data, Robinhood Chain, an Ethereum layer-2 network launched by Robinhood on July 1, generated revenue of $1.92 million in the past 24 hours—ranking first among all blockchains. Canton followed closely with $1.76 million; Tron, Base, and Ethereum recorded $974,000, $98,000, and $75,000, respectively. The chain’s cumulative revenue over the past 30 days was $5.92 million, with nearly one-third coming from the past 24 hours, and more than two-thirds concentrated in the most recent week.

ChainCatcher report: According to The Information, sources revealed that in recent weeks, Elon Musk has reshuffled the team responsible for SpaceX’s data center construction, replacing multiple executives and bringing in senior executives from the rocket and satellite internet businesses to strengthen data center infrastructure development.
Two sources said the data center reorganization was due to certain civil engineering issues and ongoing reliability problems at SpaceXAI’s existing data center facilities in Tennessee and Mississippi.
During the early stages of AI infrastructure development, SpaceXAI rushed to build these data centers quickly, resulting in some facilities running for months without redundant cooling and power systems. Sources say this increases the risk of system downtime.

ChainCatcher message: B.AI platform’s daily token throughput has set a new record at 1.33 trillion. Daily API call volume has surpassed 10.86 million, and the growth flywheel is accelerating with booming momentum.
Since the free event launched on August 17, daily throughput has increased by 289 times. Cumulative token throughput has surpassed 8.19 trillion, cumulative新增 API users have exceeded 220,000, and cumulative API call volume has surpassed 62.58 million times.
Passing one day with stable throughput beyond one trillion is not the end—it’s a brand-new starting point. From code generation to multi-agent orchestration, more and more developers are deploying their core workloads on the B.AI platform, propelling the platform into a new phase of large-scale expansion. B.AI is continuously strengthening its underlying infrastructure capabilities, rapidly evolving toward a “global intelligent settlement layer.”