Ox 十三东生

Is it like this?

What has Trump been busy with over the past 24 hours?（2026-08-15）
1. **Will soon announce the Strait of Hormuz as “U.S. territory”** — Trump said Iran is suffering a crushing defeat, adding that “after completely defeating Iran, we will soon announce the Strait of Hormuz as U.S. territory,” then adding, “that’s the truth.”
2. **Will impose severe economic pressure on Iran** — Trump: will impose severe economic pressure on Iran; does not care about striking Iran’s economy before the midterm elections.
3. **Expected to attend a meeting related to prediction markets** — The White House plans to hold a meeting next Wednesday with people in the relevant industry. Trump and Michael Selig, chair of the U.S. Commodity Futures Trading Commission (CFTC), are expected to attend. Attendees include prediction market platform Kalshi, among others.
4. **Downplays concerns about the living conditions of “Lincoln” carrier crew** — Trump downplayed concerns about living conditions for crew arising from the long-term deployment of the aircraft carrier “Lincoln,” saying that the sailors’ families “are not worried,” and that the deployment “is nowhere near” lasting for as long as it has.
5. **Confirms that the “Lincoln” carrier deployed to the Middle East will be replaced** — On the 14th, Trump confirmed that the “Lincoln” aircraft carrier will be replaced due to questions about living conditions aboard the ship and the crew’s mental health stemming from its long deployment in the Middle East.
6. **Urges Americans to accept higher gas prices** — Trump, speaking at an event in Gardnertown, New York, urged Americans to “accept higher gas prices,” framing it as “the cost that must be paid to prevent Iran from obtaining nuclear weapons.”
7. **Trump administration: Have not heard of any plans to extend a ceasefire** — Trump: the United States has the capability to destroy Iran, but we don’t want to do that. Nobody knows how successful we are in Iran. You know who knows best how good we’ve been? Iran. Iran still has missiles and drones, but not many anymore.
8. **Reported shift in Cuba strategy toward strengthening sanctions, with military options fading** — It is said the Trump administration is increasingly focusing on strengthening sanctions and economic pressure against Cuba rather than toppling the Communist Party’s leadership in Cuba through military force.

Today's Updates

AI hottest but with high risk exposure（Jane Street due to AI hedge fund liquidation 7 月巨亏 150 亿）+ Institutions continue to build positions in BTC（Goldman Sachs $2.25B front-runs Bitcoin spot ETF returns, Jump transfers 1,560 BTC to Binance to sell）+ Storage/AI dual track（Micron $250M AI fund）+ Stablecoin compliance rolled out (OCC grants a banking license to World Liberty). On the security front, Coldcard vulnerabilities have resulted in the theft of a total of 1,778 BTC. Self-custody wallet users must remain highly vigilant.

You can definitely get rich 🤑

Microsoft Bing search engine feels great

Market Updates Quick News of the Day

US retail turns sharply cold + consumer confidence collapses to 51. Traders directly pulled back their September rate-hike bets, and the dollar has fallen for six straight weeks. But inflation expectations are still holding at 4.3%, and the Fed can at most “pause,” not “cut.” On the other side, SK Hynix spent 180 trillion won on equipment in the first half (+73%). US stocks for storage surged across the board—SanDisk up 9%. The AI-driven momentum in storage demand is firmly confirmed.

Bitcoin (BTC): BTC falls for 6 consecutive days; analysts say the bear bottom could drop another 50%–60% (currently down 41%), but institutions are buying—Norway’s sovereign fund indirectly increased its BTC holdings to 11,549, and Grayscale transferred 572 BTC to Coinbase. Strongest on both storage/AI lines: SanDisk surged more than 9% intraday; Micron and Hynix followed; mining companies collectively rushed toward AI data centers. On the AI side: OpenAI saw two top executives (COO and CRO) move over in the past week; Zhipu released GLM-5.3 (claims it is the strongest open-source model). Stablecoins in Hong Kong accelerate: the Hong Kong dollar stablecoin HKDAP officially launched, and HashKey teamed up with Wantron Insurance to conduct the first batch of institutional validations.

$BTC

Today’s Market Update

$SKHYNIX $SNDK 涨上去

$SKHYNIX $SNDK has risen up

There is no silver here as much as 300 taels$BTC

$XAU

On-the-day News $NVDAB

Summary of Today’s Core Points:
1. US ADP mini-nonfarm nearly halved: In the week of July 25, ADP added only 82.5k jobs, down from the prior 150k. The job market has clearly cooled, but it hasn’t collapsed.
2. US stock sentiment has overheated into a dangerous zone: Wells Fargo issued a warning, saying current US stock sentiment is the most frenzied since 2018. If Wednesday’s CPI comes in above expectations while employment is weak, the “stagflation” narrative could return, and the market could swing sharply.
3. SK hynix to expand NAND capacity in China by 50%: Reported by Korean media. Storage giants keep ramping up investment, but geopolitical risk (US-China tech rivalry) is still a sword hanging overhead.
4. CME silver futures to start 24-hour trading on Sep 11: Like gold, it can be traded over the weekend. This suggests precious metals are increasingly behaving like “24/7 safe-haven assets,” and there may be sentiment spillover to the crypto market as well.
5. AI hardware expansion continues: Huayang Group’s optical modules and liquid-cooling thermal management capacity expansion is about to go into production; IBM is investing $240 million to deploy NVIDIA HGX B300 on its own cloud. AI computing infrastructure buildout is still going strong.

On-the-day updates

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