Odaily星球日报

According to Odaily Planet Daily, CryptoQuant analyst Darkfost published an article on the X platform stating that the altcoin market has recently shown clear signs of recovery, with a changing market structure, and the "altseason" may have entered its early stages. Data shows that between August 19th and 22nd, the total market capitalization of altcoins increased by approximately $215 billion, a rise of over 24% in just three days, pushing the total market capitalization of altcoins back above $1 trillion.
Darkfost points out that small- and mid-cap altcoins have performed the strongest in this round of price increases. Due to their lower circulating market capitalization, these assets are more sensitive to capital inflows and also have a higher risk of two-way volatility.

Odaily Planet Daily reports that CryptoQuant analyst Darkfost said in a post on the X platform that there are clear signs of a recent recovery in the altcoin market, and that the market structure is undergoing changes. “The Altseason” may have entered an early stage. Data shows that from August 19 to 22, the total market capitalization of altcoins increased by about $215 billion, and within just three days the gain exceeded 24%, driving the total market cap of altcoins to break back above $1 trillion.
Darkfost pointed out that during this round of gains, mid- and small-cap shanzhai (clone) coins have shown the strongest performance. Because their circulating market capitalization is lower, these assets are more sensitive to inflows of capital, while also carrying a higher risk of two-way volatility.

Odaily Planet Daily News: (Rich Dad Poor Dad) author Robert Kiyosaki said on the social platform X that the United States’ new round of quantitative easing (QE) could lead to a decline in the purchasing power of the U.S. dollar and further increase inflation risks. After the U.S. Treasury announced the next round of QE, the U.S. dollar index (DXY) may weaken, which means inflation pressure will rise and people holding cash U.S. dollar savings could become the biggest group to be harmed. He warned investors not to rely on fiat currencies that keep depreciating and instead to focus on assets that can appreciate over time.
Robert Kiyosaki said that investors with financial knowledge often allocate assets such as gold, silver, Bitcoin, and some real estate, while investors lacking financial education who hold “false assets” in the long term may face wealth shrinkage. He once again stressed the importance of financial education and cited his “Rich Dad” perspective: “The biggest cost isn’t the time and money spent on financial education, but the money that could have been earned but was missed.”

Odaily Planet Daily, according to a research report by CITIC Securities: the recent pullback in technology stocks cannot be simply attributed to high U.S. long-term Treasury yields. Behind the adjustment lies the issue of forward pricing for AI-related stocks. There are three key narrative variables:
1) Whether the pace and space of commercialization can keep up with market expectations;
2) Whether computing power advantages translate into market share and pricing power advantages;
3) Whether the current computing power gap will significantly widen the future AI model gap.
The current consensus concern is the pace and room for commercialization. The biggest potential variable is whether “anti-distillation” will, in the future, once again widen the gap between models. As for macro factors, the impact of the U.S. Treasury’s announcement to buy back long-term bonds is very limited; however, in the short term, a weakening U.S. dollar and reduced expectations for further rate hikes are both favorable for the convergence of the market’s K-shaped divergence worldwide. That said, the factors causing U.S. long-end yields to keep rising have not changed fundamentally. Over the coming period, there may still be ongoing disruptions. Under the influence of these external shocks, the capital structure in China’s A-share market continues to increase the complexity of market competition. In this choppy market phase, investors should manage expectations and avoid too many grand narratives.

Odaily Planet Daily News (Rich Dad Poor Dad) Author Robert Kiyosaki posted on the social platform X saying that the United States’ next round of quantitative easing (QE) could lead to a decline in the purchasing power of the U.S. dollar and further increase inflation risks. After the U.S. Treasury announced the next round of QE, the U.S. Dollar Index (DXY) may weaken, which means inflationary pressure will rise. People holding cash U.S. dollar savings may become the biggest group to be harmed. He warned investors not to rely on continuously depreciating fiat currency, but to focus on assets that can appreciate over time.
Robert Kiyosaki said that investors with financial knowledge often allocate assets such as gold, silver, Bitcoin, and some real estate. Meanwhile, investors who lack financial education and hold “false assets” for the long term may face a shrinking of their wealth. He once again emphasized the importance of financial education and cited his “Rich Dad” viewpoint, saying: “The biggest cost isn’t the time and money spent on financial education, but the money that could have been earned but was missed.”

Odaily Planet Daily News: A research report by Citic Securities believes that the recent pullback in technology stocks cannot be simply attributed to the elevated U.S. long-term bond yields. Behind the adjustment are issues related to the forward pricing of AI-related stocks, with three key narrative variables:
1) Can the pace and space for commercialization keep up with market expectations;
2) Does a computing power advantage translate into advantages in market share and pricing power;
3) Will the current gap in computing power noticeably widen the gap between future AI model capabilities?
At present, the common concern is the speed and space of commercialization. The biggest potential variable is whether “anti-distillation” will, in the future, once again widen the gap between models. As for macro factors, the impact of the U.S. Treasury’s announcement to repurchase long-term bonds is very limited. However, in the short term, the weakening of the U.S. dollar and the weakening of rate-hike expectations are beneficial to the convergence of the market’s “K-shaped” divergence globally. That said, the factors causing U.S. long-end yields to keep rising have not undergone any fundamental change, and there may still be ongoing disturbances over the next period. Under the influence of these external disturbances, the short-term capital structure in China’s A-share market continues to increase the complexity of market game-playing. In this kind of volatile, range-bound market, it is important to manage psychological expectations and avoid too many grand narratives.

Odaily Planet Daily News reports that “White-haired Stock God” Serenity said in a post on the X platform that after the U.S. government released a series of policy fact sheets recently, it is possible to see more clearly the industry directions the United States will prioritize and lay out for the future.
Serenity noted that this week, the U.S. government released policy documents related to “The Golden Age of Space Transportation,” with the space industry becoming a key area of focus. She believes that the policy objectives will drive the development of the launch industry and may be beneficial for companies in the space industry chain, including rocket manufacturers.

Odaily Planet Daily News reported: “White-haired stock god” Serenity posted on the X platform saying that after the U.S. government released a series of policy fact sheets recently, it is now possible to more clearly see the industries the U.S. plans to prioritize for support and development in the future.
Serenity noted that this week, the U.S. government released policy documents related to the “Golden Age of Space Transportation,” and the space industry has become a key area of focus. She believes the goals of these policies will drive development in the launch sector and may benefit space-industry supply-chain companies, including rocket manufacturers and other firms.

Odaily Planet Daily reports: In a post on social platform X, crypto analyst Ali said that in the final stages of the two bear-market phases in Bitcoin’s history, there was a key characteristic—an abrupt, strong weekly reversal. This kind of “giant bullish candle” often catches most market participants off guard and may become a signal that a new bull market is about to start. Such行情 is typically driven by a short squeeze. As Bitcoin’s price rises, bearish traders keep adding to their short positions. But as the rally accelerates, these short positions are forced to be closed, which further pushes the price higher.

Odaily Planet Daily reports that data released by the Korea Financial Investment Association shows that the six foreign-invested securities firms—JPMorgan, Goldman Sachs, Merrill Lynch, UBS Securities, Morgan Stanley, and Citigroup Global Securities—collectively generated a net profit of 630.5 billion won (about $450 million) in the Korean stock market this second quarter. This was up 213.8% year over year and up 133.3% quarter over quarter; operating profit reached 828.9 billion won, up 220.7% year over year.
Among them, JPMorgan stands out the most, with second-quarter net profit reaching 204.5 billion won (about $147 million), ranking first among six foreign-invested securities firms. Goldman Sachs, Merrill Lynch, and UBS Securities recorded second-quarter net profits of 137.1 billion won, 98.2 billion won, and 77.2 billion won, respectively. Morgan Stanley and Citigroup Global Securities also achieved net profits of 59.9 billion won and 53.6 billion won, respectively. By contrast, the net profit of Korea’s 10 largest securities firms in the second quarter grew 141% year over year and 37% quarter over quarter (Econovill).

Odaily Planet Daily News: On social media platform X, crypto analyst Ali said that in the final stages of the two bear markets in Bitcoin’s history, a key feature had appeared—namely, a sudden, strong weekly reversal rally. This kind of “giant bullish candle” often catches most market participants off guard, and may serve as a signal that a new bull market is about to start. Such rallies are typically driven by a “short squeeze.” When the price of Bitcoin rises, bearish traders continuously add to their short positions; as the upward move accelerates, these short positions are forced to be closed, which further pushes the price higher.

Odaily Planet Daily reports: Data released by the Korea Financial Investment Association shows that JPMorgan, Goldman, Merrill, UBS Securities, Morgan Stanley, and Citigroup Global Markets—six foreign securities firms—collectively generated net profits of 630.5 billion won (about $450 million) in the Korean stock market this second quarter. This represents a year-over-year increase of 213.8% and a quarter-over-quarter increase of 133.3%. Operating profit reached 828.9 billion won, up 220.7% year over year.
Among them, JPMorgan stands out the most. Its second-quarter net profit reached 204.5 billion won (about $147 million), ranking first among six foreign-investment securities firms. Goldman, Merrill, and UBS Securities recorded second-quarter net profits of 137.1 billion, 98.2 billion, and 77.2 billion won, respectively. Morgan Stanley and Citigroup Global Markets also posted net profits of 59.9 billion and 53.6 billion won, respectively. By comparison, the 10 largest brokerages in South Korea saw their second-quarter net profits rise 141% year over year and 37% quarter over quarter (Econovill).