Real Henry

Don’t hear “large-scale rollout” as “starting today everyone must use digital rubles.” What’s being mandated is the gateway, not the people.

Central Bank’s position: Starting September 1, 12 systemically important banks (with 80%+ of the payments market) must enable customers to open digital ruble accounts. Another nine payment-important institutions also need to connect; among them, three only received their status in February this year, so they can be deferred until the end of the year. For citizens: you can open one if you want—there won’t be any automatic enrollment.

And don’t misread the merchant scale either. The first wave isn’t “everyone whose revenue exceeds 1.2 billion rubles gets included.” The official threshold is annual revenue above 120 million rubles, and on January 1, 2026 they must already have signed an electronic payment acquiring contract with a payment-important institution—both conditions must be met to enter the first wave. After that: 2027-09-01 (over 30 million), and 2028-09-01 (not less than 20 million). Single-store revenue under 5 million, offline-only shops, and purely B2B wholesale are not covered by the mandatory rollout.

One more look at the timeline window: the pilot has been running since August 15, 2023. By this July, there were about 30 banks connected to the platform; natural persons were roughly 3,500 and legal entities about 500. The original date for major-bank mandates was July 1, 2025, later postponed until today. So “large-scale” is about who must provide the channel—not an overnight explosion of millions of wallets.

The figures come from the Bank of Russia press release and Federal Law 248-FZ—go verify them yourself. Don’t hype it, and don’t guess what it will do to the market.
#俄罗斯9月1日启动数字卢布大规模推广

That batch of figures from the Korean exchanges is quite eye-catching: 16 single-stock leveraged/inverse ETFs tied to Samsung Electronics and SK Hynix. On August 26, the total trading value was KRW 842.9 billion; compared with the average daily KRW 877 billion over the past three months, it dropped by as much as 90.4% in one go.

Behind it, it’s not just that “everyone suddenly stopped liking to trade.” Starting July 31, the cash margin requirement was raised from KRW 10 million to KRW 30 million. From August 19, new investors also had to complete five trading days—five hours of simulated trading—before investing. With the threshold raised, leveraged positions backed off first.

Quick glance as well: of these 16 products, which were listed on May 27 using a benchmark of KRW 20,000, by the close on August 26 all had fallen below the issue price. Over the past month, net redemptions for the top products totaled about KRW 1.048 trillion. Leveraged products come with negative compounding; after a few rounds of price moves up and down, your principal could end up losing on both sides—so it’s more reliable to read the prospectus than to just look at the headline.

No stock-picking calls, and no guessing the outlook. The numbers come from the Korea Exchange (as compiled by the media); you decide for yourself.
#韩国单股杠杆ETF交易下降

Gold futures on Friday lost 134.10 USD in a single day, receiving 4529.90, down 2.88%.

Compare it for a clearer picture. The day opened at 4656, hit a high of 4688, a low of 4495.50, with about 268,800 lots traded. The market was closed over the weekend, and these figures are pinned to Friday’s close.

In the room, many people are watching the week-to-week drop. From 4688 down to 4495.50 in one day—first make sure you understand this single candle. The source is Yahoo Finance’s delayed quotes for the COMEX Gold December contract.

No calls, and no guessing whether next week will still be green. Just a reminder: over the weekend, don’t treat Friday’s settlement as if the market is still jumping around.
#黄金本周下跌3.24%

That anti-quantum transaction on the mainnet—sent 10,000 sats. The fee was 5,179 sats. Size: 1,403 bytes.

StarkWare’s Avihu Levy wrote up the plan in April. At 4:48 AM Beijing time on August 27, it was included in block 964199. The consensus rules didn’t change, and there was no soft fork. mempool.space can verify it.

Don’t take the headline as “Bitcoin is already quantum-resistant.” The official source wrote themselves: this is just a construct that ran end-to-end on the mainnet; the network itself didn’t change. The format isn’t standardized—ordinary nodes won’t relay it. You have to send it directly to miners via MARA Slipstream. Even old addresses with publicly known public keys can’t be protected by this trick.

That’s all that can be verified: it’s already in the mainnet, the protocol hasn’t changed, and ordinary wallets still can’t broadcast it right now. They also said their own soft fork remains a better long-term solution.

Let’s do the numbers and talk again.
#首笔抗量子比特币交易主网完成 $BTC

Spot Bitcoin ETF turned red-to-green on Friday: net outflows of $201.9 million.

Compare it for a clearer picture. Farside data shows that over the nine trading days from August 17 to 27, spot BTC ETFs saw continuous inflows totaling about $3.044 billion; on August 28 alone, they shed $201.9 million. Broken down by fund, ARKB had the largest outflow at $114.9 million, BITB $49.7 million, IBIT $33.4 million, and only MSBT still posted a small net inflow.

In the room, many people are watching the price decline. On the institutional channels: after nine straight green days, the first big red candle is more worth checking than just looking at the price moves alone. Source: Farside Investors’ daily spot BTC ETF table. Since there were no new trading days over the weekend, this set of numbers is the version as of Friday’s close.

No trade calls, and no guessing whether next week will be green again. Just one reminder: when prices are noisy, pull up the ETF net inflow numbers and cross-check—don’t let emotions run the show.
#比特币24小时跌3.4%至7.74万美元 $BTC

PCE year 3.7%, half-year annualized 4.1%. The target is still 2%.

What Vaish said yesterday, quoting his exact words at Jackson Hole: underlying inflation is moving toward the target, but the pace still has to be enough—or there’s more work to do. In the PCE basket, 54% of the components that rose over the past year are still above 3%. Unemployment rate is 4.1%.

Bitcoin is at 77690 on Yahoo right now, down 3.50% over the past 24 hours.

Let’s do the math and chat again.
#沃什称通胀是美联储首要关注 $BTC

Tonight during the session it touched 81149, and now it's back around 79359. It went a bit above 80,000, then pulled back.

On Yahoo, this daily candle opened at 80262, with a range from 79035 to 81149. From the high, it has given back about 1784.

Let's do the numbers and chat more. #比特币守于7.94万美元

Wednesday close 209.66, Thursday close 227.98. 18.32 yuan in a day, up 8.74%.

Nvidia’s own quarterly report: Q2 revenue was $96.2 billion, up 106% year over year. Data center revenue was $89.0 billion, up 117%. Q3 guidance is $108.0 billion, plus or minus 2%. Adjusted earnings per share were 2.22.

Let’s crunch the numbers and talk again.
#英伟达营收超预期股价涨4%

Tonight during the intraday session it touched 80488, and now it’s back around 79288. I probed near 80,000, but it backed off again.

On Yahoo, this daily (day K) range is from 78622 to 80488. This morning spot was still around 78800, and by the evening the high was higher by about 1700.

Let’s crunch the numbers and talk more. #比特币升破8万美元创三月新高

Friday 4:00 PM Beijing time: Deribit still has about 81,700 bitcoin options expiring, with a notional value of roughly 6.44 billion.

Spot is currently around 78,800. The biggest pain point is at 68,000—it's just a little over 10,000 away. The 75k call open-interest notional is 236 million, and 80k is 157 million; the price is trapped between these two strikes.

Let’s run the numbers and chat again. ##比特币64亿美元期权将到期

Touched the 7-day high at 1.69; tonight spot is back around 1.41. In one day, it dropped by about 4.6%.

CoinGecko’s rolling 7 days is still +40.3%, within a range of 1.02 to 1.69. The label says 44%—that’s the figure from this recent surge, not the increase that’s still hanging there tonight.

Current price is 1.41, which is still 0.28 away from the 7-day high. Let’s do the math and talk again #XRP一周上涨44%

Friday intraday high point was 79464, and on Monday early trading it returned to around 77200. Two thousand yuan has landed first.

This Yahoo weekly K moved from the Sunday close of 62819 to the Saturday close of 77083—up 22.7% for the week. Along the way, the highest it touched was 79464; the difference between the week’s open and the week’s high was 16,000.

I went back and compared the weekly gains from 2023 to now: only the stretch in March 2023 is steeper than this week (26.6%). The week at the end of February 2024 was 22.1%, which is still about half a notch lower. The current price is still sitting at 77200; on the first early session after the rise, I’ll compare the high point with the current price.

Let’s do the math and then talk again.
#比特币创2023年3月来最强周涨幅

On Tuesday, 30-year U.S. Treasury yields touched 5.337, the highest since 2007. In the same week, spot gold also rose more than 5%; on Friday during trading hours it hit a peak of 4620, the highest since May 15.

With interest rates this high, gold prices should have been pressured. The Ministry of Finance has just raised the long-term bond repo to at least $4 billion per tranche; with the dollar weakening, gold has still climbed this much.

Let’s check the numbers and talk again.#黄金反弹近5%

The square has a sign you can touch up to 3.4. In this CoinGecko chart, the 24-hour high is already 3.60, while the low is still 1.75. Right now it’s about 2.41.

Circulating supply is about 248 million, total supply is 1 billion.

Let’s double-check and talk again. #TRUMP突破3.4美元创3月21日以来新高 $TRUMP

Last night the square was still talking about 75500. CoinGecko right now has the current price at about 77900, and the 24-hour high has already touched 79320.

In its Friday note, CoinDesk said the intraday high was around 79400—up roughly 24% from Monday. They described it as the strongest week since March 2023. On CoinGecko’s chart, the 24-hour low is still 73784.

For ETH, the current price is about 2511, the 24-hour high is 2542, and the low is 2338.

Let’s crunch the numbers and talk again.
#比特币日内触及75500美元 $BTC $ETH

Full-year record in 2020: 203 trillion won. This package approved by Samsung’s board today is expected to be in the range of about 900 trillion to 1.1 quadrillion won in 2026.

It includes about 300 trillion won in cash dividends for the third quarter first; the exact figure will be finalized at the end of October. Then, how the remainder will be distributed—whether or not there will be share buybacks—will be decided after reviewing this year’s financial results in January next year. The board also approved about 150 trillion won in share buybacks, the purpose of which is to cover employee compensation; it is separate from the return package.

#三星拟周五公布新股东回报计划

Back when it was the evening paper, it was higher—72490—but it didn’t hold. CoinGecko is at 73617 now, with a 24-hour high of 73887.

The low was 68898; it’s up about 6% for the day. Farside’s 8/19 totals 517.2 million is already complete, with IBIT at 284.7 million. On 8/20’s table, the IBIT column is still empty, and the total written so far is only 103.3 million—don’t treat it as the close yet. ETH 2336, with the high having touched 2351.$BTC $ETH

Binance spot 72002, 24-hour high 72490. Neither side held the key integer levels.

The low was 64808; it’s up about 11% in a day. At this moment, CoinGlass shows 24-hour short positions at approximately $3.1 billion, with 195,000 traders liquidated. ETH spot 2292, peaking just above 2334. $BTC $ETH

6.35 million and the label is still hanging there; Binance spot just traded at 69,551.24. The 24-hour low is 64,166, the high is 70,000, up 7.75%.

At dawn, the July minutes were released: 9 votes maintained the range at 3.5% to 3.75%, while 3 votes (Hammack, Kashkari, and Logan) called for an additional 25 basis points. The minutes originally said many participants; if inflation does not ease, it could be tightened again.

Yesterday, the U.S. Treasury announced: the single-transaction cap for 10-year to 30-year repo operations was raised from $2.0 billion to at least $4.0 billion. It takes effect on September 9 and will run through November 4. It’s not starting to buy today. Cailian Press this morning cited the CME FedWatch: for September, 67.3% to hold, with 32.7% for a 25-basis-point hike. The official website for the White House crypto meeting attendee list has not been published yet.
#FOMC会议纪要 #比特币徘徊63500美元

Open 1100, close 845. Unitree 688836 listed on the STAR Market today. Its offering price was 150.80. It opened up 629%, and continued to rise 460% when it closed. Its market cap fell from 444.9 billion yuan to 341.8 billion yuan. The tradable float is about 30.08 million shares, or 7.44% of the total share capital. For the first 5 trading days, there is no daily price limit.

That IPOP on Hyperliquid: CoinDesk reported that before the open, it had roughly reached $38 billion. After Shanghai opened, it was about $66 billion. IPOP is cash-settled—no stock.
#宇树科技上市首日涨629% #HyperliquidTradeXYZ吁SEC为IPOP设新规