August 26: 💥💥💥 Market Performance! BTC pulls back, and most altcoins decline across the board. US stocks rise, with AI chip stocks leading. Oil prices fall, while US Treasury yields retreat. The market is waiting for the PCE inflation data and Nvidia’s earnings report, and after a series of rebounds, crypto is taking some short-term profits.
💥💥💥💥💥 Market hotspots: 1. Hype is up about 1.4% against the trend; on-chain contracts’ leading names still attract capital. High-beta assets like ZEC, TRUMP, ENA, and FET saw larger declines. 2. Futures small-cap coins diverge: Lobster is up about 62%, BMT is up about 52%, and ONT, PROM, STX rise. But PEOPLE, Storj, UAI, Velvet, and Portal plunge. 3. US spot BTC ETFs record net inflows for the 7th consecutive day. On Monday, net inflows were about $338 million, but after BTC broke above $80,000, there was a short-term pullback. 4. CryptoQuant says BTC has entered an early bull market stage, but to confirm more clearly that the bear market has ended, it needs to stay above the 50-week moving average around $81,000–$82,000 on the weekly chart.
August 26: Today’s big token surge overview: 1. Lobster (Lobster) is a BNB Chain Meme token. It has no VC and no private placement—fully community-driven. It went viral thanks to the “Lobster” nickname used for the AI project OpenClaw, with no official affiliation to that technical project. The surge is fueled by the heat around the AI agent track, which has sparked FOMO. Liquidity is concentrated and the circulating supply is small, making it extremely easy for capital to push the token—short-term inflows rapidly drive up market cap.
2. BMT is the native token of Bubblemaps, an on-chain visualization and analytics platform. Total supply is 1 billion. It’s used to unlock advanced data analysis features and community governance. With rising popularity in the on-chain tools sector and the platform’s user base expanding quickly, the market sees strong practical value in its “source tracking and wallet/coin auditing” capabilities. Circulating supply is relatively small, so rapid capital inflows quickly push the price higher.
3. STAR is the native token of the DePIN energy project Starpower. Total supply is 1 billion. It’s used for equipment contribution rewards and community governance. It focuses on a distributed virtual power plant, connecting home energy storage and solar equipment to obtain computing-power incentives. The surge is driven by rising DePIN sector momentum. With a small circulating float and high elasticity, the market is betting on the distributed energy narrative in the AI era. Community chatter amplified FOMO, and short-term capital concentrated inflows pushed the price up.
August 26: $ETH spot ETF total holdings continue to increase to 5,944,988.45 ETH, with a net increase of 65,633.84 ETH in a single day. Although the daily net increase has declined compared with 88,900 ETH on August 20 and about 68,500 ETH on August 21, it is still at a very high inflow level, and has already maintained net accumulation for 7 consecutive trading days.
August 25: 💥💥💥 Market trend! BTC is consolidating at high levels, while altcoins are diverging with a pullback. The U.S. stock market is mixed: the Dow is up, while the S&P 500 and the Nasdaq are down. AI/semiconductors weigh on risk appetite. Oil prices are still high after a big drop, and gold continues to rise.
💥💥💥💥💥 Market hotspots: 1. Major altcoins are diverging. SOL is up; XRP, DOGE, SUI, and HYPE are pulling back. The BTC “blood-sucking” effect has been strengthened again. 2. Meme coins are clearly pulling back. Trump is down about 12%, PUMP is down about 11%. PENGU is relatively holding up better, and short-term funds have pulled out of high-beta positions. 3. Small-cap contract coins are swinging violently. PROM, UAI, PORTAL, and STORJ are up. VELVET has crashed by about 77%, and TUT is down about 28%. STORJ funding rates are around -567% annualized, while SAND, ACE, and BICO are still deeply in negative funding. 4. “Hyperliquid’s largest multi-head” closed 60,000 ETH and 1,200 BTC early this morning, realizing a profit of $45.3 million! 5. BitMine increased its holdings by 32,447 ETH last week; total holdings rose to 5.8476 million ETH!
August 25: 💥💥💥💥💥 VELVET saw an intraday plunge of over 76%. Binance’s derivatives market saw a sharp increase in open interest. At its peak, open interest reached $15.2 million. The open interest-to-market-cap ratio briefly rose to 3.9%. During the selloff, market cap fell from over $400 million to $270 million, indicating rapid and intense capital inflows and outflows.
💥💥💥 AAVE integrated Coinbase tokenized stock, becoming the first on-chain lending protocol to let users borrow stablecoins using Coinbase stock as collateral. This feature will go live with Aave V4 on the Base chain, available only in certain regions and excluding the United States. The move marks an upgrade to on-chain credit use cases, bringing traditional financial assets into the DeFi ecosystem.
💥💥💥 UNI’s on-chain burn volume over 24 hours hit a new high of 62,000 tokens. Over the past 7 days, a total of 656,000 were burned, bringing the all-time total burned to more than 109 million. This burn is mainly driven by Uniswap’s fee revenue-sharing mechanism, reflecting a recent increase in on-chain trading activity.
August 25: BTC briefly broke through the $80,000 mark, then pulled back, setting a new 101-day high. ETH strengthened in tandem, reaching a peak not seen since January at $2,535.
The momentum was driven by U.S. Treasury Secretary Bessent saying that $1 trillion in TGA funds could be mobilized to stabilize the market, together with this week’s net inflow of $1.9 billion into spot Bitcoin ETFs, significantly boosting market liquidity.
Institutions such as BitMine increased their holdings of ETH in large amounts. The derivatives market for BTC recorded the biggest weekly buy-side pressure in history ($1.18 billion), while spot buying hit a new high since February 2021 ($1.56 billion).
August 24: 💥💥💥 Market performance! BTC consolidates at high levels, while altcoins are diverging but leaning slightly stronger.
The U.S. stock market rebounded last Friday, and on Sunday the index futures were mostly flat but a bit weak; oil prices slipped slightly but remained in a high range.
💥💥💥💥💥 Market highlights: 1. BTC stays strong. After earlier shorts covered, it entered a period of consolidation. Capital continues to revolve around crypto legislation, expectations of interest-rate cuts, and USD-credit trading. 2. DeFi keeps leading. Morpho surged by about 28%. Aave, Pendle, and UNI also followed higher. Market preference has shifted from BTC to on-chain beta. 3. Meme rotation is clearly evident. Trump, Pengu, and Pump rose. Trump’s trading volume expanded; Pengu continues to stay strong. 4. Privacy and old coins remain active. ZEC breaks above around 850, with a 7-day gain of about 76%. However, XMR is weakening, and within the sector, internal differentiation is starting. 5. Data: Ethereum mainnet’s on-chain revenue over the past 7 days reached $3.46 million, up 149% month-over-month!
August 24: A List of Tokens That Skyrocketed Today: 1, SPK is the native governance token of Spark, an Ethereum DeFi protocol. Total supply is 10 billion tokens; initial circulating supply is 17%. Developed by the original MakerDAO team, it is used for protocol governance and staking. Platform revenue can be used to buy back tokens, creating a deflationary mechanism. The narrative of real yield has gained capital recognition; there is rotation within the DeFi sector, with institutions and large amounts of capital entering.
2, MORPHO is the governance token of Morpho, an Ethereum DeFi lending protocol. Total supply is 1 billion tokens, with no additional minting. The token is used for protocol governance and staking dividends; it allows holders to share lending fee revenue. It focuses on P2P lending matching, improving capital utilization efficiency. The surge is driven by rotation within the DeFi sector; the protocol’s TVL continues to climb, and the narrative of real fee revenue has gained capital recognition; capital keeps flowing in.
3, GRASS is a token in the DePIN track on Solana. Total supply is 1 billion tokens; current circulating supply is about 65%. No additional minting. It is used for bandwidth mining rewards, staking, and governance. Users contribute idle bandwidth to earn token rewards and support AI data collection. The core reason for the surge is the breakout in the AI + DePIN sector; real-world deployment stories have attracted capital; the market’s risk appetite rises, and speculative capital concentrates and pours in.
August 24: A week of major highlights— the economic data, central bank meetings, and earnings reports everyone in the market is watching are all here! On the macro front, the Jackson Hole conference is the biggest macro anchor next week. Fed Chair Waish will make his first appearance at the annual meeting on August 28, and Wall Street is eagerly waiting to see him lay out an anti-inflation roadmap. Currently, the yield on the 30-year U.S. Treasury has returned to the 5.26% high. After the Treasury stepped up long-bond buybacks, the effect only lasted briefly.
August 23: 💥💥💥💥💥 Zcash (ZEC) is a mainstream privacy coin. The intraday gain reached 9.2%. It was driven by market expectations that the U.S.’s first privacy-coin ETF is about to be approved, following Grayscale’s filing for a Zcash ETF listing. As a result, funds flowed in rapidly. The ZEC price broke its all-time high, with a 24-hour increase of over 30%, and its market cap rose to $12.46 billion. Grayscale chairman Barry Silber publicly reposted the related news, further boosting institutional attention. 💥💥💥 XMR (Monero) is a mainstream privacy coin. Recently, it has been gradually approaching the $420 resistance level, and it has consolidated in the $290–$420 range for about 200 days. The overall heat in the privacy-coin sector is rising. ZEC saw a sharp surge recently, which has fueled market attention on the privacy track. 💥💥💥 TAC is a small-cap cryptocurrency. Over the past 24 hours, TAC’s open interest on its contracts on Binance surged by 119.6% to $2.5 million, accounting for 20.2% of its market cap. Meanwhile, the TAC price crashed by 50.3% within 24 hours, including a 47.2% drop in the past hour. This extreme行情 indicates that the market saw a large amount of leveraged trading and heavy sell pressure within a short period of time.
August 23: A List of Today’s Skyrocketing Tokens: 1, TUT is a BNB Chain Tutorial project token with a total supply of 1 billion coins. Some tokens have been burned. It blends AI education with Meme attributes, used for platform privileges and content incentives, and is positioned as an AI assistant for popularizing Web3 knowledge. Small-cap circulating supply can be easily pushed by capital; combined with a rebound in market risk appetite, it drives the token price to surge. Oversold rebound!
2, TRUMP is a Solana Chain political-themed Meme token with a total supply of 1 billion coins. It focuses on political speculation. The core reason for the surge is that Trump’s personal IP brings massive traffic across the internet, along with market expectations of a pro-crypto policy—speculative capital becomes highly concentrated, pushing up the token price.
3, PUMP is the native token of the Solana Chain Meme token-launching platform shturl.c, with a total supply of 1 trillion coins. About 40% is in circulation. It is used for platform privileges and activity incentives. Half of the platform fees are used for buybacks and burns, featuring a deflationary mechanism. The core driver behind the surge is the breakout of hype in the Meme sector: the platform’s token issuance and fee revenue both jump significantly, and buybacks/burns reinforce scarcity. Large unlocks face real sell pressure that is far lower than market expectations, helping to absorb supply; on top of that, the Solana ecosystem market is rebounding—capital is optimistic about Meme coin infrastructure, leading to concentrated inflows that lift the token price.
August 22: In three days, Bitcoin has almost recovered the losses from the past two months. Only after short positions were massively liquidated does the real test begin—what’s needed now is sustained, genuine buying to keep the momentum going. Where will BTC go next week?
August 21: Market trend. The U.S. Treasury expanded its long-term Treasury repurchase, while the Federal Reserve simultaneously bought short-term bills, releasing liquidity. Combined with Trump’s public remarks supporting Bitcoin and digital assets, market sentiment shifted to extremely optimistic. Bitcoin surged sharply, while altcoins generally rose. U.S. stocks fell, while oil prices rose.
💥💥💥💥💥 Market highlights: 1. BTC continues to break out; regulatory tailwinds and expectations for the Clarity Act are driving crypto beta. U.S.-listed stock mappings such as MSTR, CRCL, etc. also followed higher. 2. XRP jumped sharply—spot prices up about 16%. Derivatives volume ranked just behind BTC and ETH, and funds clearly flowed back into older mainstream holdings. 3. Memecoins and issuance platforms surged. PUMP rose about 28%, with broad gains for BOME, Neiro, People, PEPE, Pengu, and others; Trump pulled back. 4. In the “bull is here” market, market cap briefly broke above $60 million, setting another record high. 5. Samsung plans to announce a shareholder return program, with a scale possibly as high as $79 billion.
August 21: A list of the today’s skyrocketing tokens: 1. ONG is a utility token for the main chain (Ontology), which uses a dual-token model. ONT is responsible for governance staking, while ONG is used to pay on-chain transaction fees and execute smart contracts, supporting the operation of a decentralized identity ecosystem. Through governance proposals and voting, 200 million tokens are burned, permanently reducing the total supply cap to 800 million, enhancing scarcity. The 2026 roadmap will advance an AI + data monetization wallet. Lower on-chain fees are expected to attract developers, significantly boosting trading volume. As capital concentrates and flows in, it strengthens the market trend.
2. AVAAI is an AI Agent sector token issued by Holoworld AI. It runs on the Solana chain and is used to generate audio-visual AI virtual agents. The token can be burned to access AI compute power and staked to participate in the ecosystem’s launchpad. It also connects with multiple NFT and IP collaborations. The AI Agent sector market has seen a surge in heat, and the project has delivered interactive virtual-person products. Large capital has集中进入 in the short term, with a spike in buy orders pushing the market higher.
3. BOME is a meme token on the Solana chain, introduced by the well-known meme artist Darkfarms. It focuses on archiving internet meme culture on-chain. Leveraging decentralized storage to preserve digital content, it has a fixed total supply and fairly launches with no team pre-mine, primarily community-driven. As popularity spreads across overseas social platforms, retail and institutional funds have concentrated into the market. Rising FOMO sentiment boosts buy pressure, enabling a significant short-term surge.
August 21: US $BTC spot ETF total holdings rise to 1,233,315.77 BTC, with a net increase of 6,749.75 BTC on the day. This marks the third consecutive trading day of net inflows since August 17, and the daily inflow amount continues to expand. Over the past 7 trading days, the cumulative figure has also increased again to +10,430.80.
August 20: 💥💥💥💥💥 Bull run: Four key drivers behind the crypto market’s overnight surge across the board:
This round was not driven by a single factor; instead, it’s the combined result of several overlapping forces—macroeconomic liquidity tailwinds, a warming regulatory signal, and the clearing of heavily leveraged short positions.
Reason 1: The U.S. Treasury doubled the size of its long-term repurchase (repo) program, lowering yields on 10–30 year Treasuries, which effectively releases liquidity. This boosts market risk appetite and lifts the crypto market.
Reason 2: The White House holds a crypto summit, while the SEC issues a new draft rule set. Together they push the bill forward, releasing a friendlier regulatory signal, easing policy uncertainty, and drawing capital back.
Reason 3: Spot Bitcoin ETFs end net outflows and return to subscriptions, with institutional capital replenishing. On-chain large holders also end their 60-day selling period and begin accumulating, providing support and stabilizing prices at the spot level.
Reason 4: A squeeze-driven liquidation event erupts. In 24 hours, the entire network liquidates a total of $2.98 billion, with shorts making up an extremely high share. When short positions are liquidated and forced-buy orders trigger, it creates a positive feedback loop that accelerates the rally.
August 20: 💥💥💥💥💥 Market Trend! The Fed meeting minutes showed no rate-cut sentiment! Bitcoin returned to $69,000 after three months, surging hard; altcoins broadly rallied too. US stocks edged up, and US Treasury yields fell.
💥💥💥💥💥 Market Highlights: 1、ETH surged about 17%, clearly outperforming BTC. The ETH/BTC pair rebounded, lifting DeFi and L2 as well. ARB jumped about 20%; ENA, OP, AAVE, UNI, PENDLE, MORPHO all rallied! 2、Mainstream coins saw broad gains. SOL, XRP, LINK, ZEC, UNI, WLD, and AAVE led the way, with HYPE up over 20%, hitting new strength. 3、Meme coins bounced. TRUMP rose about 25%, while PEPE, BOME, and Fartcoin also climbed. PUMP is consolidating in a high range. 4、The U.S. Treasury Secretary stepped in to expand Treasury buybacks, betting on proactive intervention to push down long-term bond yields! 5、OpenAI CFO: The company plans to go public in 2027; if the business continues to perform well, it may also happen earlier!