LearnBits

Nvidia Could Put Another $3 Billion Behind the AI Boom 🤖

$NVDA is in talks to invest as much as $3 billion in SB Energy, a SoftBank subsidiary developing a massive data-center project in Ohio for OpenAI. The potential investment is tied to plans for the campus, according to a report cited by Reuters.

The proposed project is enormous. Nvidia, $OPENAI and SB Energy are also discussing around $100 billion in credit support for the planned Ohio data-center campus.
Nvidia could invest half of the $3 billion when the Ohio project agreement is signed, with the remainder potentially coming alongside SB Energy’s planned IPO. Nothing has been finalized yet, so the discussions could still change.$NVDAB
If completed, the deal would underline how deeply Nvidia is becoming involved in the infrastructure surrounding AI — not just supplying the chips that power it.

The AI spending race is starting to look less like a simple hardware cycle and more like a full-scale infrastructure buildout. ⚡

Bitcoin’s Biggest ETF Just Saw a Major Institutional Shift 🏦

BlackRock’s spot Bitcoin ETF has become the center of a fresh institutional positioning story after major investors disclosed large holdings in the fund. New regulatory filings show several institutions maintained or increased their exposure through the second quarter, keeping billions of dollars of Bitcoin exposure inside traditional investment portfolios.

The filings include hedge funds, banks and sovereign-linked investors, showing that Bitcoin ownership is becoming increasingly embedded across different parts of the financial system. Some investors added shares while others held steady, suggesting institutions aren't all taking the same approach to the latest crypto volatility.

The important caveat: these filings show positions at the end of June, not necessarily what those investors hold today. Still, the data provides a useful snapshot of how traditional capital was positioned heading into the second half of the year. 👀

Bitcoin’s institutional story is no longer just about ETF launches. The more interesting question is how long major investors are willing to maintain exposure through different market cycles—and whether today's holders become tomorrow's long-term allocators.

$HEMI is pumping, $H is surging, and $AIO is climbing. Which one gets rekt first?
🔻 🔻

$YDES.US
🧬 YD Bio Expands U.S. Cancer Detection Laboratory Network

YD Bio has expanded the U.S. laboratory footprint of its affiliate, EG BioMed US, with new clinical laboratory licenses in Rhode Island and Pennsylvania. The approvals bring the company's authorized operating reach to 47 U.S. states and several U.S. territories, expanding access to its DNA methylation-based cancer detection services. 🔬

The latest licenses cover clinical genetics in Rhode Island and clinical chemistry and hematology in Pennsylvania. YD Bio said the broader laboratory network is intended to support wider patient access and generate additional real-world molecular data for its cancer detection platform. The company is building its U.S. operations around early cancer detection, precision diagnostics and related clinical services. 🧪

$IMXI.US 💰
Western Union Deal Moves Closer as Intermex Receives Regulatory Approval
International Money Express received an important regulatory approval for its pending acquisition by Western Union, removing a key remaining condition for the transaction. Western Union agreed to acquire Intermex in an all-cash deal valued at approximately $500 million, or $16 per share, when the transaction was announced in 2025. 🤝

The approval represents another step toward completion of the combination, which is designed to strengthen Western Union’s retail money-transfer presence in the United States and expand its coverage of Latin America and the Caribbean. Intermex operates through a network of agents and digital channels, giving Western Union additional reach across important remittance corridors. 🌎 The transaction remains subject to the remaining closing conditions required under the agreement.

$UMAC.US 🛸 Unusual Machines Names Ernst & Young as New Independent Auditor

Unusual Machines has appointed Ernst & Young LLP as its new independent registered public accounting firm for the fiscal year ending December 31, 2026. The change was approved by the company’s audit committee after Salberg & Company, P.A. was dismissed from the role, marking the latest corporate governance update for the drone technology company. 🔎

The company also amended its bylaws, changing the voting standard for stockholder actions other than director elections. Under the revised provision, those actions will generally be approved when votes cast in favor exceed votes cast against, unless Nevada law or the bylaws require a different threshold. The changes took effect on August 12. 📋

$DOGE Sees Record Leverage as Futures Open Interest Hits 2026 High

Dogecoin futures open interest has climbed to about $1.21 billion, the highest level recorded in 2026, according to CoinGlass data cited by CoinDesk. The increase comes as DOGE trades near $0.07, with the token down nearly 70% over the past year.

The rise in open interest means more futures contracts remain outstanding, showing that traders have increased leveraged exposure even while #DOGE remains near recent lows. CoinDesk reported that speculative activity has returned to levels last seen around October 2025.

The divergence between elevated derivatives positioning and weak spot performance has become the most notable recent development around Dogecoin. Higher open interest increases the amount of capital tied to futures positions, making derivatives activity a significant part of the current DOGE market structure.
#TradersCutFedRateHikeBetsBeforeMid2027

Wall Street Is Putting Solana ETFs Onchain 🔥
Bitwise is exploring a partnership with Superstate to tokenize shares of its $SOL Solana staking ETF, according to The Block. The proposal would let eligible investors hold a tokenized version of the ETF shares onchain while retaining the same economic rights as traditional book-entry shares.

This is bigger than simply putting an ETF on a blockchain. Bitwise already operates a U.S. Solana staking product, and tokenization could connect traditional investment products with programmable blockchain infrastructure. 👀

The move adds another layer to the growing race to bring regulated financial assets onchain. If the structure moves forward, it could give institutional investors a more seamless bridge between conventional ETF markets and decentralized blockchain rails.

$COW pumps 60%
Me: checks portfolio
Me: doesn't hold COW
Me: cries in poor
Congrats to everyone who caught this one, y'all are living the dream. I'll just be here watching from the sidelines. Again.

Russia Just Put $BTC and Ethereum on the Retail Menu 🇷🇺

Russia’s central bank has proposed allowing non-qualified investors to trade Bitcoin, $ETH and USDT through licensed exchanges under a new regulated framework. The proposal would also require investors to pass a suitability assessment before gaining access.

The draft sets an annual purchase limit of 300,000 rubles per intermediary for non-qualified investors. Qualified investors would face fewer restrictions and could access a broader range of digital assets.

This is a notable shift because Russia has historically taken a cautious approach toward crypto. The proposed framework is focused on regulated investment activity, not turning cryptocurrencies into legal tender or opening the door to unrestricted crypto payments.

The timing is important. Russia’s new cryptocurrency market rules are scheduled to take effect on September 1, giving the central bank a framework to build around as the country formalizes its approach to digital assets. 👀

The proposal is still subject to public consultation, so the final rules could change. But if adopted, limiting ordinary investors to Bitcoin, Ethereum and $USDT would make Russia’s regulated crypto market one of the more selective major markets in terms of which digital assets receive official access.

$CYS is sending it, $COW is ripping, and $AKE is catching a bid🔻🔻🔻
Which one tanks hardest tomorrow?🙄🤔

Anthropic’s IPO Could Be Valued on Numbers Years Away 🤖

Anthropic is preparing for what could become one of the biggest tech IPOs ever, and investors are already looking far beyond its current business. Wall Street discussions are reportedly putting heavy weight on the AI company’s potential 2028 revenue.

The numbers are enormous. People familiar with the plans say Anthropic’s valuation could hinge on forecasts calling for roughly $190 billion to $200 billion in revenue by 2028.

That shows how differently investors are valuing leading AI companies. Instead of focusing only on today’s earnings, markets are trying to price the scale of future AI demand and spending.

But there’s a lot riding on those projections. If AI adoption keeps accelerating, the valuation case could strengthen dramatically. If growth falls short, expectations this high leave plenty of room for disappointment. 💰

Cboe Wants to Turn Bitcoin and Ether Into a 3x Trade ⚡

Cboe has asked the SEC for permission to list the first U.S. exchange-traded funds offering three-times leveraged exposure to Bitcoin and Ether, according to The Block. If approved, the products would give traders a way to seek roughly three times the daily performance of the underlying assets without directly holding them.

That would be a major expansion of crypto’s regulated derivatives ecosystem. But leverage cuts both ways: a 3x product can magnify gains and losses, and its performance over periods longer than one day can differ significantly from three times the asset’s return because of daily resets and volatility. 👀

The proposal also shows how far traditional market infrastructure has moved into crypto. Spot ETFs brought Bitcoin and Ether into mainstream portfolios; now exchanges are pushing for increasingly sophisticated tools around those same assets. The SEC’s decision could determine just how much leverage U.S. investors will be able to access through regulated crypto products.

Reddit Just Got a Major Wall Street Upgrade 🚀

Reddit shares jumped more than 11% Friday after the company was selected to join the S&P 500, replacing AvalonBay Communities. The change is scheduled to take effect before trading opens on August 24.
The move could create meaningful buying pressure. JPMorgan estimates that index funds tracking the S&P 500 may need to purchase roughly 16.7 million Reddit shares to reflect the new addition.

That matters because inclusion in the index can bring a wave of demand from passive funds that track the benchmark automatically. Reddit's stock has already been moving sharply, so the announcement adds another potential catalyst for investors watching the social-media company.

Interestingly, the broader market wasn't nearly as enthusiastic. The S&P 500 slipped 0.17% Friday after hitting a record high the previous session. 📈

$CROSS SEC Suddenly Pulls the Plug on a Major Crypto Rule Vote ⚠️

The SEC has abruptly canceled its August 14 open meeting, where commissioners were expected to consider advancing a major crypto-focused regulatory proposal known as Regulation Crypto. The agency cited an unforeseen scheduling issue and did not immediately announce a new date, according to Reuters.

The proposal was closely watched because it could create new exemptions for certain crypto fundraising activities and give digital-asset startups a clearer regulatory path. Its cancellation comes after the Senate also left Washington without voting on the industry-backed CLARITY Act, leaving both major regulatory tracks in limbo. 🇺🇸

For crypto investors and companies, the timing is significant. The SEC has been moving toward a more defined framework for digital assets, but this latest delay shows that the transition isn't happening in a straight line. The next question is simple: when will the SEC put Regulation Crypto back on the calendar?

🚀 SanDisk Sets Ambitious 2030 Targets as AI Storage Demand Surges

SanDisk laid out an aggressive long-term growth plan at its Investor Day, forecasting mid-to-high-teens annual revenue growth from fiscal 2028 through 2030. The company also targets adjusted gross margins of about 80%, supported by rising demand for NAND flash storage as artificial intelligence drives greater data-center capacity requirements. 📈$SNDK.US
A key part of the strategy is SanDisk’s use of multiyear New Business Model agreements, which are designed to provide greater visibility and reduce exposure to the traditional NAND market cycle. The company said eight customers have signed these agreements, covering about half of expected fiscal 2027 bits and roughly two-thirds of fiscal 2028 bits. SanDisk also plans to return excess cash to shareholders after funding business investments. 🤖
$SNDK

#SanDiskExtendsGainsTo11%

$AKE is sending it, $EDEN is ripping, and $SCRT is just along for the ride.....
Which one tanks first tomorrow❓

$TRX TRON Inc. Plans to Become a Super Representative on TRON Network.

Tron Inc., the largest publicly traded holder of TRX, announced plans to seek election as a top-tier Super Representative on the TRON network. The company said the move is intended to deepen its participation in the TRON DAO ecosystem and expand into infrastructure businesses that can generate recurring on-chain revenue.

Super Representatives are responsible for producing blocks, validating transactions and participating in TRON's on-chain governance. Tron Inc. said it has accumulated more than 709 million TRX since launching its digital asset treasury strategy in June 2025, making its planned role a direct extension of its existing TRX holdings.

The company also plans to develop additional infrastructure around the network as part of the initiative. Its proposed participation would give a publicly traded TRX treasury company a direct operational role in securing and governing the blockchain, alongside its existing position as a major holder of the asset.

$XRP ETFs Lock Nearly 1 Billion Tokens From Circulation
Seven U.S. spot XRP ETFs collectively held 992.5 million XRP as of August 13, according to SoSoValue data cited by TheStreet. The funds had attracted $1.51 billion in cumulative net inflows, with the tokens held through regulated investment products rather than directly on cryptocurrency exchanges.

The amount represents about 1.6% of XRP’s circulating supply, which stood near 62.5 billion tokens. Unlike Ripple’s scheduled escrow activity, the reduction in liquid supply through ETFs is driven by investors holding XRP exposure through fund structures. The latest trading session recorded no additional net ETF inflows, but the existing holdings remained in place.

The development adds another measurable change to XRP’s supply structure as institutional products accumulate tokens. Nearly one billion XRP being held inside ETF vehicles means those assets are no longer readily available on exchange order books, while Ripple’s separate escrow holdings remain subject to its established release and re-locking process.

$LRCX
🔬 Lam Research Raises Outlook as AI Chip Investment Boosts Wafer-Fab Demand
Lam Research reported stronger-than-expected quarterly results, with revenue reaching about $5.85 billion as semiconductor manufacturers continued increasing spending on equipment for advanced logic and memory production. The company also issued a quarterly revenue outlook above Wall Street expectations, supported by sustained investment tied to AI infrastructure. 📈

Demand for equipment used in advanced memory manufacturing remains a major growth driver as chipmakers expand capacity for high-bandwidth memory and other components needed by AI accelerators. Lam's portfolio includes etch and deposition systems used at critical stages of semiconductor fabrication, while its installed base generates recurring revenue through services and upgrades. 🤖
$LRCX.US