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律动BlockBeats
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律动BlockBeats

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律动BlockBeats是最具有影响力的中文媒体之一。为满足区块链初学者、爱好者、从业者、投资者等多种类型读者需求,内容类型囊括区块链及数字货币入门学习文章、热门事件报道、律动原创研究、行业现象深度剖析、知名大 V 观点分享、一线高质量采访等,内容展示形式包括图文、音频及视频。
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BlockBeats message, August 12: market analysis indicates that falling energy prices helped cool July inflation. Gasoline fell 2.9% month-over-month, while fuel oil dropped 1.7%. But this easing may be temporary. As crude oil prices have recently risen again and strong refining profit margins have begun pushing up fuel costs, U.S. gasoline is currently averaging $4.03 per gallon—up notably from $3.87 a month ago. This suggests that energy could place new upward pressure on August inflation.
BlockBeats message, August 12: market analysis indicates that falling energy prices helped cool July inflation. Gasoline fell 2.9% month-over-month, while fuel oil dropped 1.7%. But this easing may be temporary.

As crude oil prices have recently risen again and strong refining profit margins have begun pushing up fuel costs, U.S. gasoline is currently averaging $4.03 per gallon—up notably from $3.87 a month ago. This suggests that energy could place new upward pressure on August inflation.
BlockBeats message, August 12, after the CPI data, investors reduced their expectations for a September rate hike. Market pricing shows that the probability of a September Federal Reserve rate hike is 45%.
BlockBeats message, August 12, after the CPI data, investors reduced their expectations for a September rate hike. Market pricing shows that the probability of a September Federal Reserve rate hike is 45%.
BlockBeats message, August 12: After the CPI data release, crypto, gold, and U.S. stocks all saw a short-term move that fell first and then rose. According to HTX market data, after the data was released, Bitcoin quickly dropped from $64,452 to around $64,000, then rose again. As of the time of writing, Bitcoin is trading at $64,146.37, up 0.83% over the past 24 hours. According to Bitget market data, U.S. stock index futures dipped slightly in the short term before quickly turning higher, with Nasdaq 100 index futures expanding their gain to 0.9%. Spot gold fell by about $30 in the short term, then rose by more than $20, and is currently quoted at $4,412.38 per ounce.
BlockBeats message, August 12: After the CPI data release, crypto, gold, and U.S. stocks all saw a short-term move that fell first and then rose. According to HTX market data, after the data was released, Bitcoin quickly dropped from $64,452 to around $64,000, then rose again. As of the time of writing, Bitcoin is trading at $64,146.37, up 0.83% over the past 24 hours.

According to Bitget market data, U.S. stock index futures dipped slightly in the short term before quickly turning higher, with Nasdaq 100 index futures expanding their gain to 0.9%. Spot gold fell by about $30 in the short term, then rose by more than $20, and is currently quoted at $4,412.38 per ounce.
BlockBeats message: After U.S. July CPI data was released on August 12, the U.S. Dollar Index rose by about 10 points in the short term, now at 99.85.
BlockBeats message: After U.S. July CPI data was released on August 12, the U.S. Dollar Index rose by about 10 points in the short term, now at 99.85.
BlockBeats news: August 12, according to Bitget quotes, spot gold dipped sharply by $50 in the short term, currently trading at $4,399 per ounce.
BlockBeats news: August 12, according to Bitget quotes, spot gold dipped sharply by $50 in the short term, currently trading at $4,399 per ounce.
BlockBeats message: August 12, U.S. July unadjusted CPI year-on-year at 3.4%, expected 3.4%, prior 3.50%.
BlockBeats message: August 12, U.S. July unadjusted CPI year-on-year at 3.4%, expected 3.4%, prior 3.50%.
U.S. stock pre-market headlines roundup: CPI draws massive attention; AI star stocks’ earnings reports bring good news; shares surge before the bellBlockBeats message, August 12. Tonight, CPI data will be the top focus for the market. Prior to that, the market opened higher before the bell. According to Bitget quotes, on Wednesday before the bell, all three major index futures rose together: Dow Jones futures rose 0.14%, Nasdaq futures rose 0.71%, and S&P 500 futures rose 0.28%. WTI crude oil rose 0.64%, and gold rose 0.61%. A roundup of key pre-market news for the U.S. stock market on Tuesday is as follows: 1. Musk’s latest remarks claimed that AI revenue will exceed all other business revenue of SpaceX by September, and said that within five years AI will account for 99% of SpaceX’s valuation. 2. Samsung Electronics and SK hynix may announce by the end of this month what could be the largest-ever shareholder return program. With the super cycle in memory chips driven by AI significantly boosting the cash-generating ability of both companies, the market has even begun to discuss that the combined scale of shareholder returns for the two, including special dividends, share buybacks, and retirement of shares, could exceed 200 trillion won.

U.S. stock pre-market headlines roundup: CPI draws massive attention; AI star stocks’ earnings reports bring good news; shares surge before the bell

BlockBeats message, August 12. Tonight, CPI data will be the top focus for the market. Prior to that, the market opened higher before the bell. According to Bitget quotes, on Wednesday before the bell, all three major index futures rose together: Dow Jones futures rose 0.14%, Nasdaq futures rose 0.71%, and S&P 500 futures rose 0.28%. WTI crude oil rose 0.64%, and gold rose 0.61%.
A roundup of key pre-market news for the U.S. stock market on Tuesday is as follows:
1. Musk’s latest remarks claimed that AI revenue will exceed all other business revenue of SpaceX by September, and said that within five years AI will account for 99% of SpaceX’s valuation.
2. Samsung Electronics and SK hynix may announce by the end of this month what could be the largest-ever shareholder return program. With the super cycle in memory chips driven by AI significantly boosting the cash-generating ability of both companies, the market has even begun to discuss that the combined scale of shareholder returns for the two, including special dividends, share buybacks, and retirement of shares, could exceed 200 trillion won.
BlockBeats message, August 12, according to Arkham monitoring, Alameda Research-related addresses transferred a total of 8.25 million USD worth of SOL from their addresses to BitGo custody wallets via 24 transactions, presumably for distributing compensation to FTX creditors. Arkham data shows that Alameda still holds SOL worth more than $200 million.
BlockBeats message, August 12, according to Arkham monitoring, Alameda Research-related addresses transferred a total of 8.25 million USD worth of SOL from their addresses to BitGo custody wallets via 24 transactions, presumably for distributing compensation to FTX creditors.

Arkham data shows that Alameda still holds SOL worth more than $200 million.
Summary of Institutional Views After CoreWeave’s Earnings Report: Overall Positive, with 5 Institutions Raising Target PricesBlockBeats message: August 12, regarding AI-dedicated compute cloud service provider CoreWeave’s Q2 performance (revenue of $2.575 billion, up 112% year over year). Wall Street analysts overall maintained a constructive outlook, believing that the company’s results exceeding expectations were mainly driven by strong growth in demand for AI infrastructure and improved profit margins. Among them, five analysts raised their target prices: Wells Fargo to $160 (buy rating), Piper Sandler to $153 (buy rating), and Baird to $130 (outperform rating). They highlighted growth in net新增 active megawatts, strong Q3 bookings, and the diversification of enterprise-level AI applications.

Summary of Institutional Views After CoreWeave’s Earnings Report: Overall Positive, with 5 Institutions Raising Target Prices

BlockBeats message: August 12, regarding AI-dedicated compute cloud service provider CoreWeave’s Q2 performance (revenue of $2.575 billion, up 112% year over year). Wall Street analysts overall maintained a constructive outlook, believing that the company’s results exceeding expectations were mainly driven by strong growth in demand for AI infrastructure and improved profit margins.
Among them, five analysts raised their target prices: Wells Fargo to $160 (buy rating), Piper Sandler to $153 (buy rating), and Baird to $130 (outperform rating). They highlighted growth in net新增 active megawatts, strong Q3 bookings, and the diversification of enterprise-level AI applications.
BlockBeats message: On August 12, Goldman Sachs analyst James Schneider maintained a Buy rating for Nvidia and a target price of $285 ahead of the company’s Q2 earnings release. The firm expects that investors’ focus will center on the details of a $500 billion financing platform recently announced by Nvidia together with partners, the trajectory of the Rubin product ramping up in the second half of the year, future gross margin trends, and potential upside from agentic AI for CPUs.
BlockBeats message: On August 12, Goldman Sachs analyst James Schneider maintained a Buy rating for Nvidia and a target price of $285 ahead of the company’s Q2 earnings release.

The firm expects that investors’ focus will center on the details of a $500 billion financing platform recently announced by Nvidia together with partners, the trajectory of the Rubin product ramping up in the second half of the year, future gross margin trends, and potential upside from agentic AI for CPUs.
BlockBeats message, on August 12, BofA released a report stating that Intel’s $20 billion equity offering will dilute earnings per share by approximately 4%-5% due to the increase in the number of shares, but this is still a “good leading indicator” of management’s growing confidence in the foundry business. The institution believes that the financing is overall a net positive factor, because the scale of foundry operations and customer confidence will drive long-term revenue growth and improvements in operating efficiency, more than offsetting the modest EPS dilution in the short term, the analyst added. He reiterated a Buy rating for Intel, but lowered the institution’s price target from $160 to $145 to reflect the modest EPS dilution and the recent re-adjustment of valuation multiples for AI compute peers.
BlockBeats message, on August 12, BofA released a report stating that Intel’s $20 billion equity offering will dilute earnings per share by approximately 4%-5% due to the increase in the number of shares, but this is still a “good leading indicator” of management’s growing confidence in the foundry business.

The institution believes that the financing is overall a net positive factor, because the scale of foundry operations and customer confidence will drive long-term revenue growth and improvements in operating efficiency, more than offsetting the modest EPS dilution in the short term, the analyst added. He reiterated a Buy rating for Intel, but lowered the institution’s price target from $160 to $145 to reflect the modest EPS dilution and the recent re-adjustment of valuation multiples for AI compute peers.
BlockBeats news. On August 12, JPMorgan Trading Desk released its latest scenario analysis for tonight’s CPI data, showing that if the core CPI prints at 0.15%—0.20%, the S&P 500 is expected to rise by about 0.5%—1%. Even if it falls within the benchmark range of 0.20%—0.25%, gains are still expected to be about 0.25%—0.75%. However, JPMorgan expects that if the core CPI comes in at 0.25%—0.30%, the S&P 500 could fall by about 0.5%—1.25%.
BlockBeats news. On August 12, JPMorgan Trading Desk released its latest scenario analysis for tonight’s CPI data, showing that if the core CPI prints at 0.15%—0.20%, the S&P 500 is expected to rise by about 0.5%—1%. Even if it falls within the benchmark range of 0.20%—0.25%, gains are still expected to be about 0.25%—0.75%.

However, JPMorgan expects that if the core CPI comes in at 0.25%—0.30%, the S&P 500 could fall by about 0.5%—1.25%.
Before CPI data, traders bet on a 50% chance of a September rate hike; the bond market pricing favors a data-mild outcomeBlockBeats messages: On August 12, based on swap market trading conditions, the probability that traders currently price in a 25-basis-point rate hike is about 50%. After the unexpectedly weak nonfarm payrolls report in July, Wall Street has essentially reached an extreme 50/50 split pricing on whether the Fed will hike rates by 25bp in September. However, under the Fed leadership of Powell, forward guidance has clearly been reduced, forcing the market to once again rely on hard data to determine the policy path. The impact of July CPI is clearly asymmetric—mild inflation data can further weaken the case for a rate hike, but upside-hot data is more likely to quickly turn September’s rate hike back into the baseline scenario. For the 10-year U.S. Treasury yield, often seen as the “anchor of global asset pricing,” the risk-reward in the bond market has already visibly shifted toward the pricing direction of “July’s mild CPI-driven yields falling rapidly,” mainly because macro data and the CTA bond market positioning structure are generating a positive resonance. (Zhitong Finance)

Before CPI data, traders bet on a 50% chance of a September rate hike; the bond market pricing favors a data-mild outcome

BlockBeats messages: On August 12, based on swap market trading conditions, the probability that traders currently price in a 25-basis-point rate hike is about 50%. After the unexpectedly weak nonfarm payrolls report in July, Wall Street has essentially reached an extreme 50/50 split pricing on whether the Fed will hike rates by 25bp in September. However, under the Fed leadership of Powell, forward guidance has clearly been reduced, forcing the market to once again rely on hard data to determine the policy path.
The impact of July CPI is clearly asymmetric—mild inflation data can further weaken the case for a rate hike, but upside-hot data is more likely to quickly turn September’s rate hike back into the baseline scenario. For the 10-year U.S. Treasury yield, often seen as the “anchor of global asset pricing,” the risk-reward in the bond market has already visibly shifted toward the pricing direction of “July’s mild CPI-driven yields falling rapidly,” mainly because macro data and the CTA bond market positioning structure are generating a positive resonance. (Zhitong Finance)
After shutting down eight ETFs and laying off 14%, Bitwise is still pushing new productsOriginal title: (Shutting down eight ETFs and laying off 14%, why is Bitwise still rolling out new products?) Original author: ChandlerZ, Foresight News Bloomberg reported on August 12 that crypto asset management firm Bitwise has laid off about 14% of its employees. Bitwise later confirmed by email that its headcount fell from roughly 180 to about 155 employees—based on two groups of approximations—equivalent to a reduction of around 25 positions. The company did not disclose the specific departments affected, any compensation package, or plans for further adjustments. In its response, Bitwise CEO Hunter Horsley said the adjusted team is still the largest in the company’s eight-year history, and the company expects it to continue growing as crypto assets are integrated into the global economy. The company remains optimistic about long-term growth, but current staffing and product configurations have already started to tighten.

After shutting down eight ETFs and laying off 14%, Bitwise is still pushing new products

Original title: (Shutting down eight ETFs and laying off 14%, why is Bitwise still rolling out new products?)
Original author: ChandlerZ, Foresight News
Bloomberg reported on August 12 that crypto asset management firm Bitwise has laid off about 14% of its employees. Bitwise later confirmed by email that its headcount fell from roughly 180 to about 155 employees—based on two groups of approximations—equivalent to a reduction of around 25 positions. The company did not disclose the specific departments affected, any compensation package, or plans for further adjustments.
In its response, Bitwise CEO Hunter Horsley said the adjusted team is still the largest in the company’s eight-year history, and the company expects it to continue growing as crypto assets are integrated into the global economy. The company remains optimistic about long-term growth, but current staffing and product configurations have already started to tighten.
BlockBeats messages: On August 12, according to Reuters, a senior Iranian official said: “At present, there are no discussions between Iran and the United States regarding extending the ceasefire. From Iran’s perspective, the ceasefire does not have an effective date, so there is no need to extend it. The United States violated the interim agreement 48 hours after it was reached and exited the agreement a few days later. One of the issues currently under discussion is the United States’ return to the understanding memorandum, and determining a timeline for the U.S. to fulfill its related commitments.”
BlockBeats messages: On August 12, according to Reuters, a senior Iranian official said: “At present, there are no discussions between Iran and the United States regarding extending the ceasefire. From Iran’s perspective, the ceasefire does not have an effective date, so there is no need to extend it. The United States violated the interim agreement 48 hours after it was reached and exited the agreement a few days later. One of the issues currently under discussion is the United States’ return to the understanding memorandum, and determining a timeline for the U.S. to fulfill its related commitments.”
But Bing’s U.S. stock holdings undergo a ‘major reshuffle’: he increased exposure to AI chips—Intel newly entered becomes the second-largest heavyweight, while Apple and Tesla were fully exitedBlockBeats news: On August 12, the U.S. SEC disclosed a 13F filing dated August 11. As of June 30, 2026, But Bing’s Orient Harbour overseas fund held 13 U.S. stocks with a market value of approximately $1.650 billion, up 45.6% from the end of the first quarter. Google Class C shares remain the top holding, while Intel and Nvidia rank second and third, with portfolio weights of 15.7% and 13.2%, respectively. Regarding rebalancing, Orient Harbour newly established positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom, and Lumentum, and increased Micron Technology’s shareholding to 147,600 shares, a quarter-on-quarter increase of about 102%. In the same period, holdings were reduced in Google Class C shares, Nvidia, TSMC, Amazon, and Meta.

But Bing’s U.S. stock holdings undergo a ‘major reshuffle’: he increased exposure to AI chips—Intel newly entered becomes the second-largest heavyweight, while Apple and Tesla were fully exited

BlockBeats news: On August 12, the U.S. SEC disclosed a 13F filing dated August 11. As of June 30, 2026, But Bing’s Orient Harbour overseas fund held 13 U.S. stocks with a market value of approximately $1.650 billion, up 45.6% from the end of the first quarter. Google Class C shares remain the top holding, while Intel and Nvidia rank second and third, with portfolio weights of 15.7% and 13.2%, respectively.
Regarding rebalancing, Orient Harbour newly established positions in Intel, SanDisk, AMD, Marvell Technology, Arm, Broadcom, and Lumentum, and increased Micron Technology’s shareholding to 147,600 shares, a quarter-on-quarter increase of about 102%. In the same period, holdings were reduced in Google Class C shares, Nvidia, TSMC, Amazon, and Meta.
Musk: AI Will Account for 99% of SpaceX’s Valuation; Target to Build 10-GW Computing Power by the End of Next YearBlockBeats message. On August 12, Musk said that AI has become a “crucially important” part of SpaceX’s future, and expects the company’s AI business revenue to exceed that of all other business lines in September. In the fourth quarter, he said it will “significantly exceed” revenue from other business lines, adding that within five years AI will account for 99% of SpaceX’s valuation. SpaceX has built the “world’s strongest AI training cluster in terms of computing power,” planning to expand its existing computing capacity by about tenfold by the end of next year, aiming to reach 10 gigawatts—corresponding to potential annual revenue of between $300 billion and $500 billion. He also predicted that Starlink in the future may carry more than 90% of global internet traffic.

Musk: AI Will Account for 99% of SpaceX’s Valuation; Target to Build 10-GW Computing Power by the End of Next Year

BlockBeats message. On August 12, Musk said that AI has become a “crucially important” part of SpaceX’s future, and expects the company’s AI business revenue to exceed that of all other business lines in September. In the fourth quarter, he said it will “significantly exceed” revenue from other business lines, adding that within five years AI will account for 99% of SpaceX’s valuation.
SpaceX has built the “world’s strongest AI training cluster in terms of computing power,” planning to expand its existing computing capacity by about tenfold by the end of next year, aiming to reach 10 gigawatts—corresponding to potential annual revenue of between $300 billion and $500 billion. He also predicted that Starlink in the future may carry more than 90% of global internet traffic.
BlockBeats message, on August 12, according to Lookonchain monitoring, as BTC rose, the 1,793 BTC short positions (worth about $114.4 million) held by trader 0xff84 once came very close to liquidation. The trader closed part of the position in advance, thereby avoiding liquidation. Currently, the trader’s short position is 1,543 BTC, worth about $98.97 million, and the new liquidation price is $64,225.35.
BlockBeats message, on August 12, according to Lookonchain monitoring, as BTC rose, the 1,793 BTC short positions (worth about $114.4 million) held by trader 0xff84 once came very close to liquidation. The trader closed part of the position in advance, thereby avoiding liquidation. Currently, the trader’s short position is 1,543 BTC, worth about $98.97 million, and the new liquidation price is $64,225.35.
BlockBeats news: August 12, according to market sources, Pakistan stated that the final deadline for the China–Iran understanding memorandum can be extended. (Jin10)
BlockBeats news: August 12, according to market sources, Pakistan stated that the final deadline for the China–Iran understanding memorandum can be extended. (Jin10)
BlockBeats messages, August 12: according to an official announcement, the Binance Wallet has launched a Stocks section. This is a brand-new dedicated page that helps users more conveniently discover, compare, and view available third-party stock-related products and opportunities on-chain. Previously, when users searched for a company, they might see multiple tokenized stock versions provided by different third-party issuers. At the same time, related products such as tokenized stocks, stock perpetual futures contracts, and stock wealth-management sections were spread across different areas of the Binance Wallet. The Stocks section brings all this content together under a single entry point, making it easier for users to browse third-party tokenized stocks, see available products, and compare different options before trading.
BlockBeats messages, August 12: according to an official announcement, the Binance Wallet has launched a Stocks section. This is a brand-new dedicated page that helps users more conveniently discover, compare, and view available third-party stock-related products and opportunities on-chain.

Previously, when users searched for a company, they might see multiple tokenized stock versions provided by different third-party issuers. At the same time, related products such as tokenized stocks, stock perpetual futures contracts, and stock wealth-management sections were spread across different areas of the Binance Wallet. The Stocks section brings all this content together under a single entry point, making it easier for users to browse third-party tokenized stocks, see available products, and compare different options before trading.
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