Captain

Bitdeer已宣布签署一项为期五年的购电协议，协议金额约为4亿美元，覆盖其在马来西亚9.5兆瓦AI云设施产能的约一半。该战略交易旨在确保长期收入来源，并扩大公司在AI与云计算领域的影响力。
据ChainCatcher称，该协议表明Bitdeer致力于开发其AI云数据中心业务，计划在2028年第一季度将产能提升至最高350兆瓦。公司当前在手的活跃项目储备已超过20亿美元，反映出其激进的增长目标以及对基础设施的重大投资。

Morgan Stanley has projected that gold prices could surpass $5,000 per ounce by 2027, or even earlier, following a recent break above $4,450 per ounce. The bank’s outlook is based on a combination of improving macroeconomic conditions and rising demand for gold ETFs, which are gaining traction as investors seek safe-haven assets amid changing global financial dynamics.
According to Jin10, Morgan Stanley highlighted that expectations for Federal Reserve rate hikes are diminishing, and this shift is supporting gold prices. The weakening of the U.S. dollar further bolsters gold’s appeal, making it more attractive to international investors and those holding other currencies.
In addition to macroeconomic factors, strong central bank purchases and firmer physical demand are playing a significant role in underpinning gold prices. Central banks around the world continue to add gold to their reserves, reflecting a broader trend of diversification and hedging against economic uncertainty.
Morgan Stanley’s bullish forecast suggests that gold could continue its upward trajectory as these supportive factors persist, potentially reaching new record levels in the coming years. Market watchers will be paying close attention to macroeconomic developments, monetary policy signals, and central bank activity that could influence gold’s future performance. #Gold #GoldPrices #Macroeconomics

彼得·奇尔（Peter Tchir），Academy Securities 的宏观策略负责人，对美国财政部近期提高对现有10年至30年期债务的计划购买规模表示怀疑。根据彭博社的说法，他将这一举措形容为“有点平庸”，暗示它可能不会对市场动态或长期债券市场产生显著影响。
奇尔表示，美联储应将重点转向讨论降息，并彻底将加息选项从桌面上移除。他强调，当前的货币政策立场可能需要进行调整，以更好地支撑经济增长和金融稳定，尤其是在持续的宏观经济不确定性背景下。

Ping An Insurance reported an 11.2% increase in its first-half life insurance new business value, reaching RMB24.847 billion, according to Ming Pao. This growth indicates a positive trajectory in the company’s core insurance operations during the period.
The data shows that first-year premiums used to calculate new business value rose by 19% to RMB101.825 billion, reflecting strong demand for Ping An’s insurance products. However, the company’s new business value margin declined by 1.4 percentage points to 29%, suggesting increased competition or higher costs impacting profitability.
At the end of the first half, Ping An had a total of 325,000 individual life insurance sales agents, a figure that has decreased, indicating a potential shift in sales strategy or workforce adjustments. Despite the reduction in agents, the company managed to sustain growth in new business value and premiums.
Overall, Ping An’s results demonstrate resilience in its life insurance business, though margin pressures highlight ongoing challenges in balancing growth and profitability. Market watchers will keep an eye on how the company manages these dynamics in the coming quarters. #PingAn #LifeInsurance #FinancialResults

据 Jin10 称，CrowdStrike Holdings（CRWD.O）在盘前交易中下跌 2%。该跌幅反映出投资者在即将开始的常规交易前情绪谨慎，可能受到更广泛的市场走势或公司特定因素的影响。
该股早盘下跌表明，交易者正在在持续的市场波动中重新评估其持仓。作为一家网络安全公司，CrowdStrike 的表现可能会对科技板块的情绪变化、财报情况或影响科技股的宏观经济消息较为敏感。

Germany’s Bundesbank has indicated that, despite the recent energy shock caused by the ongoing Middle East conflict, there has been no significant impact on broader wage inflation within the country. According to Bloomberg, the central bank stated that it currently sees no evidence of second-round effects from the Iran war influencing wage growth, suggesting that the initial energy price increases have not yet translated into widespread labor cost pressures.
The Bundesbank emphasized that the energy market disruptions have yet to feed into the wage-setting process across the broader economy. This observation is notable because energy shocks often lead to inflationary pressures that can eventually result in higher wages as workers seek compensation for increased living costs.
Despite the persistent energy price increases, the central bank remains cautious about expecting immediate wage-driven inflation. It highlighted that current data does not support concerns of a wage-price spiral stemming from the conflict, and that the overall inflation outlook remains manageable for now.
The Bundesbank’s assessment provides some reassurance that the current energy shock has not yet triggered a broader inflationary cycle through wages, which could have complicated policymakers' efforts to manage inflation and interest rates. Market watchers will continue to monitor wage and inflation data closely for signs of any emerging second-round effects. #Germany #WageInflation #EnergyShock

印度为确定200多只股票收盘价而新推出的基于拍卖的定价系统引发了审视。在初步测试中，该系统在市场收盘阶段出现了意料之外的剧烈波动。据彭博社称，该系统仍处于早期阶段，但市场参与者已对潜在操纵以及价格设定流程的准确性提出担忧。
新系统旨在用拍卖模型取代传统的收盘价机制，以提高价格发现和透明度。然而在测试阶段，交易员观察到收盘时出现了显著且突发的价格波动，这引发了对系统稳健性以及其被操纵的易感性的质疑。

据Jin10报道，恒逸石化的股票出现显著上涨，连续三个交易日累计涨幅超过20%。这种走势已促使市场对异常交易波动进行复核，此类波动通常受到监管机构和市场分析人士的密切关注，以识别可能的市场操纵或重大但尚未披露的信息。
公司澄清称，尚未发现任何可能对股价产生重大影响的未披露重要信息，并确认其此前披露的信息仍准确且完整。恒逸石化强调，公司运营及财务披露符合监管要求，目前无需进行更正或补充。

Thales SA is preparing to launch a dual-tranche bond offering on Thursday to raise funds for its acquisition of maritime robotics company Exail Technologies SA, according to Bloomberg. The move aims to support Thales’s strategic expansion into advanced maritime and defense technologies through this significant investment.
The bond issuance is part of Thales’s broader financial strategy to facilitate the acquisition, which is expected to enhance its capabilities in maritime robotics and autonomous systems. Details of the bond, including the size and interest terms, have not been disclosed publicly, but the offering underscores the company’s commitment to funding growth through debt markets.
This bond sale aligns with Thales’s focus on strengthening its portfolio in the defense and security sectors, particularly in areas like maritime security and autonomous systems. The acquisition of Exail Technologies is seen as a key step in expanding Thales’s technological edge and market reach in these high-growth areas.
Investors and market observers will be watching closely to see how the bond offering performs and how it supports Thales’s strategic objectives. The transaction highlights the company’s active approach to financing and its focus on leveraging debt markets to fund key acquisitions in the defense technology space. #Thales #BondIssuance #MaritimeRobotics

周四，香港及内地市场上涨，医疗保健板块大幅走强，科技股反弹带动整体表现。恒生指数收涨203点，涨幅0.8%，报25,698点，成交量为2,690亿港元，反映在行业板块出现特定领域的反弹之际，投资者情绪有所升温。
科技指数上涨18点，涨幅0.4%，至4,700点，因科技股从近期抛售中恢复。与此同时，中国企业指数上涨76点，涨幅0.9%，至8,547点，得益于市场对中国经济前景的重新信心以及政府对重点行业的支持。

市场监测数据显示，8月20日30分钟内有两个钱包被清算，总清算金额达到4577万美元。据BlockBeats链上检测称，这些清算反映了显著的市场活动，可能意味着该时段出现了更高的波动性或快速的价格波动。
第一个钱包，地址为0x50b3，发生清算281 BTC，表明其持有了较大规模的仓位，因保证金要求或价格触发而被迫平仓。第二个钱包，地址为0x66f8，清算了240 BTC以及3,738 ETH，代表其在这两种资产上存在较大的综合敞口。

诺富诺思（Novonesis A/S）在哥本哈根交易屏幕上创下超过一年来的最高水平。原因是该公司宣布上调财务展望，并披露首次回购自家股份的计划。该公司专注于工业酶，表示积极势头源于对蛋白质的强劲需求，这种需求持续支撑其业务运营。
该公司上调预期的决定体现了其在持续的市场强势背景下对增长路径的信心。此外，诺富诺思表示，股份回购计划旨在向股东回馈价值，并传递公司对未来前景的信心。此举标志着企业战略的一个显著转变，强调对股东的回报。

Morgan Stanley has revised its outlook on Kuaishou, cutting its target price from HK$65 to HK$40 and downgrading the stock from Overweight to Equal-Weight. The firm cited a significant reduction in Kuaishou’s full-year profit guidance, which has been cut in half, as a key factor behind the downgrade.
According to Jin10, Morgan Stanley noted that a potential turning point for Kuaishou’s performance remains at least several quarters away. The bank’s analysis suggests that the company’s current challenges and the slowdown in growth are likely to persist before any substantial recovery can be expected.
Morgan Stanley also slashed its earnings forecasts for Kuaishou by a range of 43% to 71%, reflecting a more cautious outlook for the company’s profitability. The new forecast now projects core profits of approximately 14 billion HKD, indicating a significant decline from previous estimates.
The downgrade and target price cut highlight ongoing concerns about Kuaishou’s near-term prospects amid a challenging market environment. Investors and analysts will be watching closely to see how the company navigates these headwinds and whether its strategic adjustments will eventually lead to a rebound. #Kuaishou #StockUpdate #MorganStanley

Mike Cagney, co-founder and Executive Chairman of Figure, announced that the company will soon launch a new mobile app called The Wallet Co. According to Odaily, this app aims to blend the simplicity and user-friendly experience of modern fintech with the security and decentralization features of self-custody and blockchain-native products.
The Wallet Co will provide users with spendable, interest-bearing cash accounts, along with options for Real-World Asset (RWA) yield and securities prediction markets. Each wallet will be integrated with an AI agent, designed to assist users in managing their finances and making smarter investment decisions through personalized insights and automation.
Cagney emphasized that the app is built to bridge the gap between traditional banking convenience and the innovative potential of blockchain technology. By combining these elements, The Wallet Co aims to offer a seamless user experience while empowering individuals with control over their assets and investment strategies.
This initiative reflects Figure’s broader goal of democratizing access to financial services and harnessing AI to enhance user engagement. The Wallet Co is expected to target both mainstream users and crypto enthusiasts, providing a comprehensive platform that supports a wide range of blockchain-native financial activities. #Fintech #Blockchain #AI

B.AI announced on August 20 that its DeepSeek-V4-Flash free access campaign remains active on both the web and API platforms. The platform stated that this initiative is designed to lower the barriers to AI adoption, aiming to support developers and Web3 users in building and deploying Agentic applications more easily.
According to ChainCatcher, B.AI highlighted that its one-stop AGI infrastructure aggregates multiple frontier models, providing a unified platform for advanced artificial intelligence development. The platform uses intelligent routing to enhance performance, ensuring that users can access the most suitable models efficiently for their specific needs.
The ongoing free access campaign emphasizes B.AI’s commitment to fostering innovation within the AI and Web3 communities by removing cost barriers and simplifying the deployment process. This initiative is expected to encourage more developers and users to experiment with and develop AI-driven applications without financial constraints.
By maintaining open, free access to its advanced infrastructure, B.AI aims to accelerate the adoption of AI technologies and support the growth of an ecosystem where developers can innovate freely. The platform’s efforts could help catalyze new AI-powered solutions across various sectors, including decentralized applications and smart contract automation. #AI #Web3 #AgenticApplications

A significant volume of crypto options, totaling $1.82 billion in notional value, is scheduled to expire and settle tomorrow. According to Odaily, the majority of this volume is in Bitcoin options, which account for $1.57 billion of the total, with a put-to-call ratio of 0.65. The maximum pain point for Bitcoin options is set at $66,000, indicating where the greatest number of options contracts would see value erosion if the price remains near that level at expiration.
Ethereum options make up the remaining $250 million of the total, with a put-to-call ratio of 0.77. The maximum pain level for ETH options is at $1,950, which suggests traders anticipate that ETH could gravitate towards this price point to minimize losses for the largest number of open positions.
The upcoming expiration will likely influence market sentiment and trading activity, as traders adjust their strategies ahead of the settlement. Large options expiries often lead to increased volatility, especially if the underlying assets approach or breach the maximum pain levels or key strike prices.
Market participants will be watching closely to see how prices move relative to these levels and whether the expiration triggers significant swings. The data underscores the importance of options expiry dates in shaping short-term market dynamics for $BTC and $ETH . #Bitcoin #Ethereum #OptionsExpiry

Ryan Kirkley，全球结算网络（Global Settlement Network）首席执行官，在2026年怀俄明州区块链峰会上警告称，AI代理可能会显著扩大网络攻击的规模和复杂度，进而打击加密领域。他强调，这些由AI驱动的代理可能以史无前例的水平攻破Wi-Fi网络、密码和钱包，从而对数字安全构成新的威胁。
Kirkley指出，过去针对仅持有约2万美元资产的个人持有者的攻击，被认为成本高且在规模化方面可行性较低。然而，随着先进AI代理的出现，一名单一的恶意AI现在可能同时攻击所有目标，从而大幅降低成本并扩大网络威胁的范围。

TSMC has announced that it has completed the development and verification of its new 1.6nm-class A16 process technology. The company plans to initiate mass production of this advanced process in the fourth quarter of this year, marking a significant step forward in semiconductor manufacturing capabilities.
The A16 process employs backside power delivery network technology, known as Super Power Rail (SPR), which separates power and signal lines to enhance efficiency and performance. This innovative approach allows power to be supplied from the back of the wafer while maintaining compatibility with existing chip designs, reducing the need for extensive redesigns.
According to Wallstreetcn, the development of the A16 process aims to improve chip performance, power efficiency, and scalability, enabling the production of more powerful and energy-efficient chips suitable for a range of high-performance applications. The new process is expected to support a variety of cutting-edge technologies, including AI, 5G, and high-speed computing.
TSMC’s move to ramp up mass production of the A16 process underscores its commitment to maintaining technological leadership in the semiconductor industry. The company’s advancements are likely to influence the future landscape of chip manufacturing, supporting the growing demand for sophisticated semiconductors in various sectors. #TSMC #Semiconductors #A16Process

据 BlockBeats 链上监测数据，近日一只鲸鱼从集中式交易所提走了 42,460 HYPE。此次最新转账属于一系列动作的一部分，因为同一鲸鱼在过去两周内从同一家 CEX 总计提走了 98,490 HYPE。
提领模式表明，这只鲸鱼可能正在整合其持仓，或将资产在不同钱包或平台之间重新布局。如此大额的转账往往会引起交易者和分析师的关注，因为它们可能反映市场情绪的变化，或是主要持有者的战略举措。

Iranian Parliament Speaker Mohammad Bagher Ghalibaf met with Iraq's National Security Adviser during his visit to Iraq, according to Jin10. The meeting signifies ongoing diplomatic engagement between Iran and Iraq, focusing on regional security and cooperation.
Details of the discussions have not been fully disclosed, but the meeting underscores the importance of Iran and Iraq strengthening their bilateral relations amid regional tensions. Both officials are likely to have addressed issues related to border security, economic cooperation, and regional stability.
The visit highlights Iran’s efforts to maintain and deepen its diplomatic ties with neighboring countries, especially Iraq, as part of its broader regional strategy. Such high-level meetings are seen as a sign of ongoing diplomatic efforts to foster stability and address mutual concerns.
Observers note that this engagement could influence regional dynamics, particularly in the context of ongoing geopolitical challenges. The outcomes of such meetings often shape future cooperation and policy directions between Iran and Iraq. #Iran #Iraq #Diplomacy