Blockonomi

TLDR:
Algorand v5.0.0 mencapai dukungan node sebesar 90%, menyiapkan peningkatan untuk aktivasi setelah masa pendingin (cooldown).
Akun Native Falcon-1024 memberikan dukungan tingkat protokol Algorand untuk tanda tangan pasca-kuantum.
AVM v13 memperluas smart contract dengan ukuran lebih besar, opcode baru, dan dukungan penyimpanan kotak lintas-aplikasi.
Model biaya per byte baru menargetkan transaksi yang lebih besar sambil menjaga biaya transfer standar tetap tidak berubah.
Algorand v5.0.0 telah mencapai dukungan node sebesar 90%, menyiapkan peningkatan untuk aktivasi setelah masa pendingin (cooldown).

Sorotan Utama
Raksasa chip tersebut mengungkapkan sebuah inisiatif untuk menyalurkan hingga $500 miliar ke infrastruktur AI melalui kemitraan dengan Apollo, BlackRock, Goldman Sachs, dan tiga institusi besar lainnya.
Morgan Stanley mempertahankan peringkat Overweight dengan target harga $288, sambil mengidentifikasi Nvidia sebagai pilihan investasinya di sektor semikonduktor.
Morgan Stanley memproyeksikan bahwa skema berbagi pendapatan sebesar 35% di luar level impas dapat meningkatkan laba per saham (EPS) Nvidia untuk fiskal 2029 lebih dari 10%.
Perusahaan merilis pendapatan kuartal pertama sebesar $81,61 miliar, yang mewakili lonjakan 85,2% dari tahun ke tahun dan melampaui perkiraan konsensus sebesar $78,42 miliar.

TLDR:
Anthropies targets Claude’s keyed text watermark by changing wording through an unmarked rewriting model.
The project also removes C2PA credentials, Git attribution trailers and other Claude-related metadata.
Anthropies says watermark detection indicates Claude contact but cannot independently establish who authored text.
Hoskinson’s repository links AI watermarking with wider questions about ownership, attribution and digital provenance.
Charles Hoskinson has launched Anthropies, a tool targeting watermarking and attribution markers attached to Claude outputs. The project aims to remove Claude’s keyed text watermark through rewriting with models that do not carry the same mark.
Anthropies also targets C2PA image credentials and Claude-related Git attribution trailers. The launch frames AI provenance as a growing issue around ownership, authorship and digital content.
Anthropies Targets Claude AI Watermarks and Metadata
According to the Anthropies repository, Claude can apply three separate markers across text, images and software projects. The text watermark changes token selection without adding visible characters to generated content.
The repository says a secret key determines how Claude selects between similarly suitable words during generation. Anthropies describes this watermark as difficult to remove without changing the underlying wording.
The project also addresses C2PA credentials attached to supported image files. Those credentials contain signed metadata indicating that Claude processed an asset. The repository says re-encoding or stripping metadata can remove that credential from the file.
A third marker appears through Claude Code’s Git commit trailers.
The repository says Claude Code can add a “Co-Authored-By” entry identifying Claude in commit history. GitHub can then parse that trailer and display Claude as a contributor.
I'm creating a new skill that can be used with most LLMs to strip out the Anthropic watermark. I call it Anthropies (Anthropic Herpies). I've also included a legal argument about how watermarks and the co-authored by Claude can cause issues down the road https://t.co/6eNx4br1BZ
— Charles Hoskinson (@IOHK_Charles) August 16, 2026
How Anthropies Removes Claude Attribution
Anthropies provides a command-line interface alongside an agent skill called /purge-anthropies. Its cleaning function removes attribution banners, Git trailers and invisible Unicode characters. Its humanization function instead changes prose structure through a separate rewriting model.
The repository specifically advises users against rewriting Claude output with Claude itself. It says doing so could preserve or reapply the same watermarking mechanism.
Instead, Anthropies recommends an unmarked model for the structure-changing rewrite process.
The project also presents detection limits for Claude’s text watermark. Its documentation reports stronger detection rates on longer passages, while shorter text remains harder to identify. It also stresses that detection indicates system contact rather than proving authorship.
Hoskinson’s repository connects the technical system to broader questions about AI ownership and attribution. However, those legal sections represent the project’s argument rather than an established court ruling on Anthropies. The repository itself states that its legal discussion constitutes argument rather than legal advice.
The post Cardano’s Charles Hoskinson Takes Aim at Claude Watermarks With New Anthropies Tool appeared first on Blockonomi.

TLDR
Kalshi faces potential fines of $120,000 daily from Nevada gaming authorities over disputed geofencing implementation
State investigators completed nine transactions on Kalshi’s platform the day following a court-mandated geofencing implementation deadline
The platform claims it engaged a state-sanctioned verification provider and alleges investigators falsified location data to circumvent security measures
Kalshi confronts concurrent legal challenges from New York authorities, Baltimore, and the CFTC
The central legal question revolves around whether prediction markets constitute federally overseen financial instruments or state-regulated wagering activities
The prediction market operator Kalshi has mounted a vigorous defense against Nevada gaming authorities following the state’s pursuit of $120,000 in daily penalties related to allegations that the platform inadequately restricted Nevada residents from accessing specific trading contracts.
Nevada informed Kalshi it faces penalties for not complying with a geofencing order.
Kalshi has issued a letter in response saying it did comply and calling Nevada’s action an abuse of power.
Just your average Saturday in prediction-market land. pic.twitter.com/ZWsyixUETf
— Ben Horney (@BenHorney) August 15, 2026
According to Kalshi, the company fulfilled all compliance obligations. The platform contracted with GeoComply, a geographic verification service provider that has received approval from Nevada’s gaming oversight body, and maintained regular communication with state officials during implementation.
However, Nevada’s investigative team reported successfully executing nine transactions through Kalshi’s mobile application while connected to Nevada cellular networks. These trades occurred just one day following the court-imposed deadline for complete geofencing implementation.
Kalshi’s legal team has launched an aggressive counterargument. They contend that state investigators provided false residential information to circumvent the platform’s restriction mechanisms, and that at minimum one investigator discovered an alternative method to evade the system entirely. The company asserts these investigative tactics violated federal statutes.
Kalshi’s Version of Events
Rick Heaslip, Kalshi’s Chief Regulatory Officer, shared on X that the organization exceeded standard requirements in addressing the geofencing mandate. He stated the technical issue was resolved in a matter of hours, yet Nevada authorities proceeded with court action regardless.
Heaslip characterized the regulatory body as operating under “the bidding of casinos” instead of safeguarding consumer interests, describing the proposed sanctions as a “vindictive waste of taxpayer dollars.”
The geofencing mandate originated from a Nevada judge’s April decision. That judicial order established a preliminary injunction preventing Kalshi from providing particular contracts within state boundaries without first securing gaming authorization.
No court has determined that Kalshi violated any statutes. The proposed penalties and underlying allegations remain under active litigation.
Multiple State Jurisdictions Join Legal Battle
Nevada represents only one jurisdiction pursuing action against Kalshi. Baltimore initiated litigation targeting both Kalshi and Polymarket concerning sports-oriented prediction contracts. Municipal attorneys contend these contracts function identically to wagers placed via digital sportsbooks and must comply with state gaming regulations.
New York initiated proceedings against Kalshi on July 31. Governor Kathy Hochul alongside Attorney General Letitia James filed legal action alleging Kalshi operates an unauthorized gambling enterprise. The state demands Kalshi cease New York operations and seeks financial restitution plus additional remedies.
The New York City Council has additionally initiated an independent examination of prediction market platform marketing practices. This probe encompasses Kalshi, Polymarket, Coinbase, and Gemini Titan.
On August 11, the federal Commodity Futures Trading Commission intervened, exercising emergency powers to direct Kalshi to maintain operations consistent with the Commodity Exchange Act’s fundamental requirements.
Kalshi currently defends itself across numerous legal battlegrounds, with state governments categorizing its operations as gambling activities while federal authorities treat it as a regulated financial marketplace.
The post Kalshi Claims Nevada Officials Violated Federal Law While Imposing $120K Daily Penalties appeared first on Blockonomi.

Key Highlights
Shares of AMD surged 6.19% on Friday, finishing the session at $512.93
The company successfully completed a $4.75 billion debt offering, marking its largest investment-grade bond issuance to date
BofA Securities increased its server CPU market projection for 2030 to more than $210 billion, designating AMD as its preferred stock pick
Company leadership forecasts server revenue expansion exceeding 80% during the latter half of 2026
Analyst community maintains a Strong Buy rating with a consensus price objective of $647.04
Advanced Micro Devices experienced a notable rally on Friday, with shares advancing 6.19% to settle at $512.93, fueled by a pair of significant developments that emerged nearly simultaneously.
The semiconductor manufacturer successfully executed a $4.75 billion bond offering, representing its most substantial investment-grade debt transaction in company history. Structured across four separate maturity tranches, the offering attracted robust institutional demand, enabling AMD to price its longest-maturity securities below initial market expectations. This pricing dynamic reflects solid investor sentiment regarding the company’s strategic trajectory.
The capital raised from this offering is earmarked to support AMD’s artificial intelligence hardware expansion initiatives and substantial capital expenditure requirements.
BofA Securities Elevates Server CPU Outlook
Vivek Arya, an analyst at Bank of America Securities, revised the firm’s server CPU total addressable market estimate for 2030 upward from approximately $170 billion to beyond $210 billion. AMD received designation as the bank’s premier investment choice within the semiconductor space.
Arya’s investment rationale focuses on the emergence of “agentic AI,” which he believes is transforming data center infrastructure toward a more equitable CPU-to-GPU configuration. This represents a departure from the GPU-centric deployments that characterized recent infrastructure builds, positioning AMD favorably due to its superior processing speeds and elevated core configurations.
The analyst highlighted both cloud infrastructure providers and enterprise server markets as key expansion opportunities for AMD moving forward.
Artificial Intelligence Partnerships and Product Pipeline
AMD’s Technology Leadership Forum further bolstered investor optimism. Company executives provided guidance indicating server revenue expansion surpassing 80% in the second half of 2026 and no less than 70% throughout 2027. The company’s comprehensive AI data center segment is anticipated to expand by more than 100% in the upcoming year.
Regarding product developments, AMD is scheduled to commence deliveries of its Helios AI rack systems in September. Major technology companies including Meta, OpenAI, and Anthropic have all executed multi-gigawatt computing agreements. Anthropic independently committed to as much as 2 GW of MI450-series computing capacity.
The company further revealed Day 0 compatibility for the Qwen3.8 27B artificial intelligence model across its Ryzen AI Max+ platform and Radeon AI PRO product line, a strategic initiative designed to strengthen its positioning among AI development communities.
Financial results released on August 4th demonstrated AMD delivered earnings per share of $1.66, surpassing the consensus projection of $1.62. Total revenue reached $11.54 billion, representing 50.1% year-over-year growth and exceeding analyst expectations of $11.31 billion.
Institutional investors currently control 71.34% of AMD’s outstanding shares. Baird maintains a $1,250 price objective on the stock, while Goldman Sachs recently elevated its target to $640.
The consensus Wall Street price target currently stands at $647.04, suggesting approximately 31% appreciation potential from Friday’s closing price. Regarding potential concerns, company insiders have divested $74.7 million in shares during the previous 90-day period, and AMD’s valuation metrics remain stretched with a price-to-earnings ratio of 132.23.
The post AMD (AMD) Stock Surges 6% Following Massive Bond Offering and BofA’s Bullish Outlook appeared first on Blockonomi.

Key Highlights
PATH shares have climbed 25.5% from July 31, finishing Friday’s session at $16.01
First quarter fiscal 2027 revenue increased 17% from the prior year to $418 million
UiPath delivered GAAP operating income of $28 million, achieving profitability for the first time
The stock currently trades 20.8% higher than the $13.25 analyst consensus target
Second quarter outlook indicates a 4.9% sequential revenue decrease to $397.5 million at the midpoint
Shares of UiPath (PATH) finished Friday’s trading at $16.01, representing a 6.4% weekly gain and a remarkable 25.5% advance since the end of July. The stock’s current level now exceeds price targets set by major firms including UBS, BMO Capital, DA Davidson, and Bank of America.
This significant upward movement followed UiPath’s first quarter fiscal 2027 earnings release, which demonstrated tangible financial improvement. The automation software company’s revenue expanded 17% on a year-over-year basis to reach $418 million. Annual recurring revenue grew 12% to $1.901 billion. Most notably, the company achieved GAAP operating income of $28 million, representing its inaugural profitable quarter under generally accepted accounting principles.
The company added $49 million in net new ARR during the quarter, a meaningful improvement from the $27 million recorded in the comparable period of the previous year.
Chief Executive Officer Daniel Dines indicated that the company’s “agentic products are moving from pilot to production,” highlighting the strategic emphasis on AI-powered automation as a central element of future expansion.
Analyst Community Maintains Conservative Stance
Notwithstanding the strong share price performance, Wall Street analysts have maintained their reserved outlook on the stock. The consensus rating from 16 analysts remains at Neutral, with an average price target of $13.25. This suggests a potential downside of approximately 17% from Friday’s closing price.
UBS maintains a Hold recommendation with a $12 price objective. BMO Capital and DA Davidson similarly rate the shares as Hold with targets ranging from $12 to $13. Bank of America has assigned a Sell rating alongside a $13 target.
PATH is currently trading 34.5% above its 50-day moving average and 25.7% above its 200-day moving average. The 52-week high stands at $19.84, meaning shares remain approximately 19% below that level.
Thursday marked the stock’s largest single-session gain, rising 9.3% to reach $16.68 before experiencing a modest retreat on Friday. Friday’s trading volume totaled approximately 52.1 million shares, below the three-month daily average of 64.4 million.
Second Quarter Forecast Shows Sequential Decline
UiPath provided second quarter fiscal 2027 revenue guidance in the range of $395 million to $400 million. The $397.5 million midpoint represents a 4.9% sequential decline from the first quarter, though it marks a 9.8% increase compared to the second quarter of last year.
The company expects non-GAAP operating income of $75 million for the second quarter, a decrease from the $92 million achieved in the first quarter.
Management projects ARR will climb to $1.932 billion by the conclusion of the second quarter, representing a 1.6% sequential gain.
UiPath’s strong gross margin profile provides flexibility to continue investing in AI innovation and go-to-market activities while maintaining a debt-free balance sheet.
Customer attrition among smaller accounts represents a potential headwind. The majority of customer departures are concentrated in this segment, creating uncertainty around the pace of future net new ARR expansion.
Chief Accounting Officer Hitesh Ramani divested 50,000 PATH shares during Thursday and Friday’s sessions for approximately $831,250 in total proceeds. These transactions occurred under a Rule 10b5-1 trading plan established in March, indicating they were predetermined rather than opportunistic sales. Ramani continues to hold 235,052 shares in direct ownership.
The company is scheduled to announce its next quarterly results on September 3 following the market close.
The post UiPath (PATH) Surges 25% This Month Following Debut Profitable Quarter appeared first on Blockonomi.

Key Highlights
Berkshire Hathaway expanded its Alphabet stake by 48 million shares during Q2, representing an 83% surge that elevated the position to $37.8 billion and made it the portfolio’s third-largest holding.
Stanley Druckenmiller’s Duquesne Family Office established a completely new Alphabet position in Q2, separate from Berkshire’s moves.
The two legendary investors also coincidentally purchased Delta Air Lines and D.R. Horton shares during the identical timeframe.
Alphabet delivered Q2 earnings of $9.11 per share against revenue of $119.8 billion, reflecting 24.2% annual growth.
GOOG shares changed hands at $343.54, supported by analyst consensus “Buy” recommendations and a mean price objective of $415.55.
Warren Buffett and Stanley Druckenmiller represent opposite ends of the investment spectrum. Buffett embodies the disciplined, long-term value investor from Omaha. Druckenmiller operates as a nimble macro strategist famous for his legendary bet against the British pound. Yet during Q2 2026, these two titans executed identical moves: they both accumulated Alphabet shares.
GOOG shares were priced at $343.54 heading into Friday’s session, operating within a 52-week trading band spanning $197.46 to $404.47. The technology behemoth commands a market valuation of $4.20 trillion alongside a price-to-earnings multiple of 17.25. Wall Street analysts maintain a collective “Buy” recommendation with a consensus price objective of $415.55.
Berkshire Hathaway accumulated approximately 48 million additional Alphabet shares throughout Q2, representing an 83% expansion. This acquisition pushed its total GOOG/GOOGL holdings to roughly 106 million shares valued at $37.8 billion, constituting 10.2% of the conglomerate’s stock portfolio. Alphabet now ranks as Berkshire’s third-largest equity investment, trailing only Apple at $70 billion and American Express at $51.9 billion.
Approximately 60% of these additional shares originated from Berkshire’s $10 billion private placement transaction with Alphabet completed in June, specifically designated for artificial intelligence infrastructure investments. The balance of roughly $7 billion represented secondary market acquisitions.
Buffett clarified to CNBC during a June interview that the Alphabet investment was his personal initiative, noting that Berkshire began establishing the position during Q3 2025. While he’s delegated routine portfolio management to CEO Greg Abel, Buffett confirmed they continue collaborating on significant capital allocation decisions.
Druckenmiller’s Separate Decision
Druckenmiller’s Duquesne Family Office, which manages $5.21 billion exclusively for his personal wealth, disclosed its Q2 13F filing revealing a completely fresh Alphabet investment. The regulatory document additionally unveiled new positions in Advanced Micro Devices and Fox, while Amazon holdings surged by over 1,000% and United Airlines stakes nearly tripled.
Druckenmiller completely eliminated positions in Broadcom, Intel, and Micron Technology during this identical quarter. These transactions showcase his characteristic approach as a focused sector rotator capable of executing swift portfolio adjustments without facing redemption constraints.
Both legendary investors also separately purchased Delta Air Lines and D.R. Horton shares during Q2. Berkshire expanded its Delta stake by 44% to reach 57.3 million shares. Druckenmiller launched a 603,000-share Delta position alongside a $48 million investment in D.R. Horton.
Solid Operating Performance Validates the Investments
Alphabet’s Q2 financial performance provided substantial justification for both investment decisions. The technology giant announced earnings of $9.11 per share, significantly exceeding the $2.87 analyst consensus forecast. Revenue reached $119.8 billion, surpassing projections of $116.53 billion while expanding 24.2% compared to the prior year.
Net profit margin registered at 54.77% with return on equity achieving 51.32%.
Alphabet additionally announced a quarterly cash dividend of $0.22 per share, scheduled for September 14 distribution to shareholders registered as of September 7.
Among institutional investors, Jennison Associates reduced its holdings by 2.1% during Q2, divesting 303,257 shares while maintaining 14.01 million shares worth approximately $4.95 billion. Multiple other fund managers including Barclays, Franklin Resources, and Magellan similarly documented position reductions.
BMO Capital Markets elevated its price target to $465 accompanied by an “outperform” designation. Barclays maintained an “overweight” rating with a $425 objective. JPMorgan established a $420 target alongside an “overweight” recommendation.
The post Why Warren Buffett and Stanley Druckenmiller Converged on Alphabet (GOOGL) Stock appeared first on Blockonomi.

Sorotan Utama
Platform AI Qwen milik Alibaba telah mencapai lebih dari 3 miliar total unduhan di seluruh dunia, sekaligus melampaui Meta dan Google.
Data Hugging Face menunjukkan Qwen mengumpulkan 2,045 miliar unduhan pada tahun 2026, sementara Google mencapai 418 juta dan Meta mencatat 227 juta.
Platform ini memiliki lebih dari 460 model open-source dan telah menginspirasi lebih dari 300.000 kreasi turunan.
Di Hugging Face, para pengembang telah membangun 151.448 model berbasis Qwen, yang mewakili 2,6 kali volume turunan berbasis Meta.

TLDR:
Coinbase Bitcoin Premium Index tetap negatif selama 90 hari, menunjukkan lemahnya permintaan beli dari AS.
Bitcoin bertahan di dekat $63.000 meski Coinbase diperdagangkan di bawah Binance pada indeks premi.
Michaël van de Poppe mengidentifikasi $63.400 sebagai resistance kunci untuk langkah potensial berikutnya Bitcoin.
Analisis siklus Crypto Rover mengarah pada kemungkinan dasar Bitcoin sebelum Oktober.
Bitcoin menghadapi sinyal permintaan yang terus-menerus karena Coinbase Bitcoin Premium Index mencatat rentetan negatif terpanjang yang pernah terjadi. Indeks tersebut tetap berada di bawah nol sejak 19 Mei, mencapai sekitar -0,1066% pada 16 Agustus.

Key Highlights
Gen Z equity trading volume included 25% ETF allocations on Binance in early August, climbing from 21.9% the previous month
Younger investors executed just 13 monthly TradFi perpetual trades compared to Millennials’ 17 and Gen X’s 16.5
Among Gen Z direct-equity investors, 22% have never executed a sell transaction
Popular holdings for Gen Z buy-and-hold accounts include Broadcom, Tesla, and Schwab U.S. Dividend Equity ETF
Binance’s bStocks temporarily surpassed Kraken’s xStocks as the second-largest tokenized equity platform before falling back
According to fresh data released by Binance Research, Gen Z investors using the platform are allocating larger portions of their portfolios to exchange-traded funds while executing fewer transactions compared to their older counterparts.
The research shows that ETFs represented 25% of Gen Z equity trading activity during early August. This marks an increase from the 21.9% of net equity capital flows recorded in July and 18.5% observed in June.
Gen Z is rotating into ETFs.
Unleveraged ETFs rose to 21.9% of Gen Z equity net flow (June→July), and ETF trading share climbed to 25% in early August (vs 9.5% for Millennials).
More baskets, fewer single names—diversification over speculation.
Read more … pic.twitter.com/jlim9amBHO
— Binance (@binance) August 15, 2026
During this same timeframe, the proportion directed toward individual company stocks declined from 77% in June to 74.2% by July.
Younger Investors Show Lower Trading Frequency and Higher Hold Rates
The exchange analyzed trading patterns across multiple generations including Gen Z, Millennials, Gen X, and Baby Boomers. The analysis examined direct equity positions, tokenized stock products, and traditional finance perpetual contracts.
Gen Z investors completed an average of 13 monthly transactions in TradFi perpetuals. By comparison, Millennials executed 17 trades while Gen X completed 16.5.
Within Gen Z direct-equity portfolios, 22% had not executed a single sell transaction. This compares to 19% for Gen X investors and only 9% among Baby Boomers. Interestingly, Millennials demonstrated the highest percentage of buy-only portfolios at 30%.
The most popular holdings among Gen Z buy-only portfolios included Broadcom, Tesla, and the Schwab U.S. Dividend Equity ETF.
The exchange did not clarify whether this buy-only pattern represents a deliberate long-term investment philosophy. Since Binance’s direct-equities offering only debuted in June, the available data represents a limited timeframe.
Limited Appetite for Leveraged ETF Products
Younger investors demonstrated minimal engagement with leveraged and inverse ETF products. The research indicated that 88.2% of Gen Z TradFi perpetual portfolios showed zero activity in these instruments.
This percentage was comparatively lower among Millennials at 84.5% and Gen X at 85.9%, indicating Gen Z demonstrated the least participation in leveraged ETF trading across working-age demographics.
The exchange did not provide analysis on the underlying factors driving this disparity, whether related to risk management preferences, product access restrictions, or other considerations.
The tokenized equity market experienced continued expansion throughout this timeframe. RWA.xyz data showed $2.37 billion in distributed tokenized stock valuation as of Saturday, representing approximately 5% growth over the previous 30-day period.
Binance’s bStocks platform temporarily overtook Kraken’s xStocks to claim the second-largest position among tokenized stock providers. During its peak, bStocks commanded approximately $624 million compared to xStocks’ $579 million.
As of Saturday, xStocks had regained the lead with $603 million, while bStocks dropped to $535 million. Ondo Finance maintained its position as the dominant issuer with $962 million.
The overall market has experienced substantial user base expansion. DWF Labs reported in July that holder counts across five leading tokenized stock platforms surged 92% within 30 days, reaching 752,000 total holders.
Robinhood commanded the largest holder base with 328,000 users but maintained just $44 million in tokenized stock valuation. Meanwhile, Ondo controlled $857 million and xStocks maintained $487 million during that period.
Crypto.com has also launched its entry into this sector, introducing tokenized derivatives linked to 1,500 U.S. equities and ETFs for qualified users across the European Economic Area and additional authorized jurisdictions.
The post Gen Z Investors Favor ETFs and Buy-and-Hold Strategy on Binance, New Data Reveals appeared first on Blockonomi.

Ringkasan Cepat
Bitcoin mempertahankan posisinya di dekat $63.000, menjadi indikator utama untuk aset digital
Ethereum turun di bawah $1.900, namun produk ETF AS menarik arus masuk bersih sebesar $103,9 juta selama satu minggu
Solana memperluas kapasitas blok hingga 100 juta unit komputasi sambil bergerak di kisaran $75
Chainlink mendekati $10 setelah mengumumkan kemitraan baru dan merilis platform agen beta
Hyperliquid mencatat kenaikan sekitar 154% selama enam bulan pertama tahun 2026
Pasar mata uang kripto mengalami gejolak, namun penurunan harga sering kali menciptakan peluang bagi investor strategis. Lima aset digital—Bitcoin, Ethereum, Solana, Chainlink, dan Hyperliquid—patut mendapat perhatian di lingkungan saat ini.

Key Takeaways
Bitget will enforce compliance measures against 16 crypto platforms including HTX and EXMO in three phases: August 7, 13, and 23.
The restrictions align with Binance’s actions and respond to US OFAC sanctions plus the EU’s 21st Russia sanctions framework.
HTX disputes the limitations, with Justin Sun claiming they impact only UK and EU users, as settlement negotiations proceed.
Bitget’s Stock Dual Investment offering has grown from 6 to over 20 U.S. stock and ETF-linked tokens.
Available assets include tokens tracking Nvidia, Tesla, Apple, Coinbase, Meta, and leveraged semiconductor ETFs.
This week, Bitget executed two significant strategic initiatives: implementing stricter compliance measures against sanctioned cryptocurrency platforms while simultaneously broadening its stock-linked investment offerings for non-US users.
Bitget Implements Restrictions Following Binance’s Lead
The cryptocurrency exchange announced it will implement enhanced compliance protocols targeting 16 designated platforms across three distinct phases.
Phase one, launched August 7, affects Aban Tether Exchange and Shelbit. Both platforms face US OFAC sanctions for allegedly facilitating cryptocurrency transactions related to Iran sanctions circumvention, including transfers associated with the Islamic Revolutionary Guard Corps.
Phase two, scheduled for August 13, encompasses A7 Africa, A7 Nigeria, and PilotFinance Ltd.
Phase three, the most extensive rollout on August 23, includes HTX, EXMO, ABCeX, Aifory Pro, BitPapa, Exnode, Monease, NoOnecrypto, Rapira, Tradex, and WhiteBird. These entities are covered under the EU’s 21st Russia sanctions framework, which was implemented in July 2026.
HTX is aware of the recent developments regarding the UK sanctions designations. The HTX exchange is committed to full compliance with all applicable laws and to cooperation with law-enforcement agencies worldwide.
The UK’s designation arrived today without prior notice or any…
— HTX (@HTX_Global) May 26, 2026
Just one day prior, Binance disclosed nearly identical measures, targeting the same entities with matching implementation dates. This synchronized approach indicates both platforms are responding to shared regulatory mandates.
According to Bitget’s announcement, transactions involving any listed entity may result in rejection, account investigation, or closure.
HTX has challenged these measures. On X, Justin Sun stated the restrictions affect only UK and EU users, regions where HTX claims it doesn’t operate.
UK authorities countered this position. The Office of Financial Sanctions Implementation determined the designation applies to HTX’s platform due to its ownership by Huobi Global SA. HTX confirmed ongoing settlement discussions with both UK and EU regulatory bodies.
Stock Dual Investment Portfolio Grows to Over 21 Tokens
In parallel developments, Bitget announced on August 14 an expansion of its Stock Dual Investment portfolio, increasing from 6 offerings to more than 21 products in less than a month since its July 25 debut.
The expanded lineup features tokens tied to Nvidia, Tesla, Apple, Meta, Advanced Micro Devices, Intel, Taiwan Semiconductor, Coinbase, Circle, and Strategy. Additionally, users can access two leveraged semiconductor ETF tokens: rSOXL and rSOXS.
The Buy Low mechanism allows participants to subscribe using USDT, select a target price, and acquire the token if that price is reached at settlement. Otherwise, they receive their USDT plus accrued interest. The Sell High mechanism operates inversely, with participants staking tokens and receiving USDT upon reaching the price target.
Settlement timing has been adjusted to 11:30 p.m. UTC+8, positioning it 90 minutes following the 9:30 a.m. ET opening of the Nasdaq and NYSE.
The platform categorizes Dual Investment as a non-principal-guaranteed instrument. Capital remains locked until expiration, and participants may receive different assets than initially subscribed depending on market movements.
In July, Bitget CEO Gracy Chen revealed tokenized traditional assets represented 20 to 30 percent of spot trading volume during the previous quarter, with stock-linked products surpassing $100 million in aggregate volume.
US residents currently cannot access the Stock Dual Investment product. Chen indicated the company intends to secure US money-transmitter, derivatives, and broker-dealer licenses before offering services to American clients, though no timeline has been announced.
The post Bitget Enforces Sanctions on 16 Crypto Platforms While Adding 20+ US Stock Tokens appeared first on Blockonomi.

Poin-Poin Utama
Mantan CEO Binance, CZ, menyoroti bahwa individu kaya mungkin tidak mampu membeli kepemilikan Bitcoin yang utuh
Penambangan telah merilis lebih dari 20,07 juta koin dari total pasokan maksimum Bitcoin sebanyak 21 juta
Antara 10-20% dari seluruh Bitcoin yang ditambang bisa hilang secara permanen, menurut perkiraan CZ
23,6 juta orang jutawan di Amerika lebih banyak daripada seluruh pasokan Bitcoin yang tersedia
Binance mengumumkan pembatasan transaksi yang memengaruhi 16 bursa mata uang kripto akibat sanksi
Dengan Bitcoin yang bertahan di sekitar angka $63.000, komentar terbaru dari seorang tokoh industri terkemuka kembali memicu perbincangan tentang meningkatnya kelangkaan mata uang kripto tersebut.

Sorotan Utama
Tudor Investment meningkatkan kepemilikan IBIT sebesar 18,9%, mencapai 688.529 saham senilai $22,9 juta pada 30 Juni 2026
Posisi sebelumnya perusahaan berada pada 579.083 saham pada akhir Q1 2026
Opsi call yang terkait dengan IBIT turun drastis sebesar 85,2%, sementara posisi put menurun secara moderat
Jones secara konsisten mengadvokasi bitcoin sebagai alat perlindungan inflasi yang optimal, dengan menekankan pasokan yang terbatas
Keterbukaan ini muncul pada minggu yang sama ketika Edelman Financial mengungkapkan investasi sebesar $34 juta pada produk Bitcoin ETF

Poin-Poin Utama
Endowment Harvard mempertahankan kepemilikan ETF bitcoin BlackRock IBIT sebesar 3.044.612 saham senilai $101,4 juta selama Q2 2026, menghentikan tren penjualan selama dua kuartal
Dua dana investasi pemerintah Abu Dhabi, Mubadala dan ADIC, mempertahankan eksposur gabungan sebesar $764 juta terhadap IBIT dengan nol penyesuaian portofolio
JPMorgan menambah kepemilikan IBIT menjadi 10,4 juta saham, sementara Morgan Stanley mengurangi posisinya sebesar 4,5%
Tudor Investment Corporation milik Paul Tudor Jones meningkatkan porsi IBIT-nya, kini mengelola 688.529 saham senilai $22,9 juta

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Bitcoin telah anjlok sekitar 50% dari puncak Oktober 2026 sebesar ~$126.080, dan saat ini diperdagangkan di kisaran low-$60.000
Kerangka analitik GEO milik VanEck mengindikasikan adanya sinyal kemungkinan terbentuknya titik dasar
Analitik on-chain dari CryptoQuant menunjukkan bahwa pemegang jangka panjang mengalami kerugian yang belum direalisasikan lebih dalam daripada rata-rata investor — sebuah penanda historis dari siklus terendah
Analis teknikal Katie Stockton dari Fairlead mengidentifikasi kondisi terlalu jual (oversold) yang signifikan dan adanya pergeseran momentum yang mulai muncul pada Bitcoin

TLDR:
Arus masuk ETF Gen Z naik menjadi 21,9% dari arus ekuitas bersih Juli, sementara eksposur saham tunggal turun menjadi 74,2% secara keseluruhan.
Perdagangan ETF mencapai 25% dari volume ekuitas Gen Z pada awal Agustus, dibanding hanya 9,5% untuk Milenial.
Penempatan ekuitas Gen Z turun 17,4% pada bulan Juli, tetapi arus masuk ETF tanpa leverage turun hanya 2% selama bulan tersebut.
Pemegang ETF Gen Z meningkat 2,9%, sedangkan pemegang Milenial dan Gen X masing-masing turun 4,5% dan 5,9%.
Investor Gen Z mengarahkan lebih banyak aktivitas ekuitas ke exchange-traded funds (ETF), sementara porsi mereka dalam eksposur saham tunggal menurun. Binance Research menunjukkan ETF tanpa leverage menguasai 21,9% dari arus masuk ekuitas bersih Gen Z pada Juli, naik dari 18,5% pada Juni.

TLDR:
Monero mencapai rekor $797,73 pada 14 Januari 2026, meski terjadi delisting besar untuk XMR di Binance dan OKX.
Binance menghentikan perdagangan spot XMR pada Februari 2024, sementara Kraken menghentikan perdagangan EEA pada Oktober berikutnya.
Aturan UE yang mulai berlaku pada 10 Juli 2027 menargetkan koin yang meningkatkan anonimitas, tetapi tidak melarang kepemilikan pribadi.
Grafik Patel menandai $400 sebagai level kekuatan awal, dengan $180–$120 diidentifikasi sebagai dukungan jangka panjang.
Monero telah muncul sebagai ujian apakah delisting berulang dari bursa terpusat dapat secara permanen melemahkan struktur pasar jangka panjang sebuah kripto. Grafik per 15 Agustus dari analis Crypto Patel melacak XMR dari sekitar $0,22 pada Januari 2015 hingga mendekati $799 pada Januari 2026.

TLDR:
Harga Chainlink naik 8,2% menjadi $9,47 saat volume spot harian meningkat 114,89%, mengangkat kenaikan mingguan LINK menjadi 13,48% dalam tujuh hari.
Open interest futures LINK naik 15% menjadi $685,97 juta, sementara turnover derivatif meningkat 140% menjadi $973,04 juta dalam satu hari.
Pemegang Chainlink mencapai rekor 3,96 juta, alamat aktif berlipat dua menjadi 4.800, dan transaksi besar meningkat di seluruh jaringan.
Michaël van de Poppe lebih menyukai entri di bawah $9,20 atau $8,60 daripada mengejar LINK, dengan $10,87 dan $11 sebagai area resistensi.

TLDR:
Futures Anthropic yang tokenized diperdagangkan antara $1.600 dan $1.842, sehingga mengimplikasikan valuasi perusahaan AI sebesar $1,6 triliun hingga $1,842 triliun.
Produk ANTHROPICUSDT dari Binance adalah derivatif yang diselesaikan dalam USDT yang memberi trader eksposur harga tanpa ekuitas atau hak suara.
Dibandingkan dengan pembiayaan May senilai $965 miliar dari Anthropic, kisaran futures ini mencerminkan premi tersirat sekitar 66% hingga 91%.
Anthropic telah mengajukan draf S-1 yang bersifat rahasia, tetapi belum menetapkan harga IPO, jumlah saham, ukuran penawaran, atau jadwal final.