01

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $5.401 billion, with long positions totaling $2.642 billion, accounting for 48.93% of the holdings, and short positions totaling $2.758 billion, accounting for 51.07%. The profit and loss for long positions is -$92.3069 million, while the profit and loss for short positions is $15.5249 million.Among them, the whale address 0xff84..1d has shorted BTC with a 40x leverage at a price of $63,581.5, currently showing an unrealized profit and loss of $967,100.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $63,014.92 in the "LoL: Bilibili Gaming vs Team WE - LPL Group Stage" event, specifically on the "Match Winner" bet. Based on the current transaction price, the latest corresponding win rate for this bet is 95%.

According to Onchain Lens monitoring, BlackRock transferred 249.16 BTC, worth approximately $15.65 million, and 301.76 ETH, worth approximately $566,000, from its IBIT and ETHA wallets to Coinbase Prime 3 hours ago.

According to the Nikkei News, individual investors in the Japanese stock market are accelerating their use of leverage to bet on AI trends. As of July, the amount of credit trading by individual investors in the Japanese stock market reached 123 trillion yen (approximately 1.09 trillion yuan), doubling since the beginning of the year and reaching the highest level since related statistics began in 2016.Data shows that in June, the scale of credit trading by Japanese individual investors hit a historical high, and in July it continued to maintain a high level. At the same time, the proportion of credit trading in the overall trading amount of individual investors rose to 83%, also setting a new record.AI concept stocks have become the main driving force behind the surge in credit trading, among which the credit buy balance of AI storage concept stock Kioxia reached 13.23 million shares as of August 7, making it one of the popular targets.Benefiting from the recent rise in the Japanese stock market, the overall performance of leveraged investors has been decent. The floating yield of credit trading investors briefly turned positive in June, although it fell back to a loss of 8.4% by the end of July, it is still better than the average loss level of the past 10 years (-10.2%).

According to Cointelegraph, Metaplanet CEO Simon Gerovich stated that the company transferred 5,014 bitcoins between custody addresses, which is a routine operation.He emphasized that no bitcoins were sold, and the company's holdings remain at 43,000 bitcoins.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $5.001 billion, with long positions totaling $2.479 billion, accounting for 49.57% of the holdings, and short positions totaling $2.522 billion, accounting for 50.43%. The profit and loss for long positions is -$84.4771 million, while for short positions it is $15.4502 million.Among them, the whale address 0x66f8..a9 has shorted BTC with a full position at 40 times leverage at a price of $64,038.7, currently showing an unrealized profit and loss of -$151,700.

According to on-chain analyst Ai Yi's monitoring, a whale that previously opened a $102 million BTC short position has increased its holdings by 1,010 BTC for the third time, raising its total position to 1,792.56 BTC ($114 million), with an average opening price of $63,999, yielding an unrealized profit of $335,000, still making it the largest position in Hyperliquid BTC.

According to OnchainLens monitoring, this morning Alameda Research / FTX's bankruptcy wallet address unstaked 201,740 SOL, approximately 15.2 million USD.The funds have been transferred to multiple BitGo custody wallets and may be used for payments to creditors.

KuCoin announced that it has obtained ISO 22301:2019 Business Continuity Management System (BCMS) certification, further strengthening its global operational resilience and service continuity capabilities. As an internationally recognized business continuity management standard, ISO 22301 aims to help enterprises identify operational risks, improve business continuity mechanisms, and enhance the ability to maintain and restore critical services in the event of sudden interruptions.This certification, along with ISO/IEC 27001:2022 and SOC 2 Type II, constitutes the three pillars of the KuCoin trust framework, covering information security, operational reliability, and business continuity. The three international standards and certifications complement each other, reflecting KuCoin's ongoing commitment to improving global operations and security systems, ensuring the stable operation of critical services, and providing safe and reliable digital asset services to global users.

According to Onchain Lens monitoring, Alameda Research's bankruptcy wallet has unstaked 201,740 SOL after staking for 5 years, worth approximately $15.27 million.This position initially held 164,380 SOL, earning approximately 37,360 SOL in staking rewards, currently valued at about $2.83 million; the value of this staked asset has increased from around $352,000 at that time to the current approximately $15.27 million.

The perpetual contract DEX Extended, developed by the former Revolut team, has announced the results of its points program update, excluding 5,038,989 points generated through non-natural or manipulative activities. This adjustment covers 4,017 affected accounts and 35 identified Sybil operations and other prohibited behaviors.After the update, the total amount of the points program is 64,673,031 points (as of August 10, 2026). The excluded points have been returned to the program budget, available for genuine participants to continue earning. The total allocation cap for the points program remains no more than 70 million.The review scope includes cross-account wash trading, self-referral, Sybil wallet groups, and coordinated multi-account activities, with adjustments made based on the quantitative rules under the points program terms.

According to Gate market data, the Dow Jones Index opened down 17.5 points on August 10, a decrease of 0.03%, reporting at 54,019.43 points; the S&P 500 Index opened down 1 point, a decrease of 0.01%, reporting at 7,756.46 points; the Nasdaq Composite Index opened down 19.93 points, a decrease of 0.08%, reporting at 26,670.69 points.

According to SoSoValue data, during the trading days (Eastern Time from August 3 to August 7), the net inflow of XRP spot ETF was $1.0127 million.The XRP spot ETF with the highest net inflow last week was the Canary ETF XRPC, with a weekly net inflow of $1.1467 million, and the total historical net inflow of XRPC has reached $468 million; followed by Franklin Templeton ETF XRPZ, with a weekly net inflow of $561,600, and the total historical net inflow of XRPZ has reached $427 million.The XRP spot ETF with the highest net outflow last week was Bitwise XRP ETF (XRP), with a weekly net outflow of $695,600, and the total historical net inflow has reached $510 million. As of the time of writing, the total net asset value of XRP spot ETFs is $953 million, and the ETF net asset ratio (market value compared to the total market value of XRP) is 1.49%, with a historical cumulative net inflow of $1.51 billion.

According to token unlocking data from the crypto asset data platform RootData, Aster (ASTER) will unlock approximately 16.467 million tokens at 0:00 Beijing time on August 17, worth about 101 million USD.

According to on-chain analyst Yu Jin's monitoring, an address suspected to belong to miners transferred 1,019 BTC (approximately $66.42 million) to Binance 7 hours ago.This portion of BTC originated from an institutional trading platform, FalconX, received a year ago at an average price of $116,110. After being held for a year and losing 44% of its value, it began to be transferred to the exchange.

According to on-chain analysts, a certain ancient whale that acquired 40,000 ETH during the 2015 ICO extracted 7,020.84 MKR at an average price of $828.92 between September 2018 and May 2019, worth $5.81 million.After holding for over seven years, the whale transferred 3,510.42 MKR to a new address for the first time 4 hours ago, worth approximately $4.41 million, with an unrealized profit of $1.506 million, and has not yet transferred or sold.

According to Coinglass data, if ETH breaks through $2,013, the cumulative short liquidation intensity on mainstream CEX will reach $627 million. Conversely, if ETH falls below $1,829, the cumulative long liquidation intensity on mainstream CEX will reach $575 million.

"1011 Insider Whale" agent Garrett Jin released a weekly analysis stating that he previously suggested gradually positioning in storage chips and buying on dips, but the market did not experience the expected pullback. He has sold half of the previously rebounded positions during the surge, not because the investment logic has changed, but because he noticed the funding structure driving the rise, stating, "This is more like a short squeeze rather than a final confirmation of the market fundamentals." Rapid capital replenishment of short positions can create short-term increases in stocks like SK Hynix, but cannot solely support a sustained trend. The risks of Korean leveraged ETFs have not been fully released, but the decline in asset scale mainly comes from net value shrinkage rather than investor exit. Currently, the cumulative net subscription of related financial products remains at historical highs and has not turned negative.Garrett Jin emphasized that the decline in the scale of Korean leveraged ETFs does not indicate a bearish outlook on storage demand. SK Hynix's 2026 capacity is already sold out, and Micron's orders are covered until 2028, with strong demand expected to continue until the second half of 2027. However, the storage industry is essentially a cyclical industry, and stock prices have already risen by hundreds of percentage points in advance. Cyclical stocks are usually difficult to sustain long-term growth through valuation expansion. The current market is entering a new phase of the AI capital expenditure cycle, shifting from "rewarding investment" to "evaluating investment returns." Regarding Bitcoin, Garrett Jin stated that it continues to meet the bottoming conditions since the low in July and maintains the position view established around $60,000.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $49.601 million.The Ethereum spot ETF with the highest net inflow in a single day is the Blackrock ETF ETHA, with a single-day net inflow of $38.1476 million. Currently, the historical total net inflow of ETHA has reached $11.65 billion. The second is the Fidelity ETF FETH, with a single-day net inflow of $11.4535 million. Currently, the historical total net inflow of FETH has reached $2.125 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.744 billion, and the ETF net asset ratio (the market value compared to the total market value of Ethereum) is 4.65%. The historical cumulative net inflow has reached $11.455 billion.

A Bitcoin wallet that has not been used since 2011 transferred approximately 49.97 BTC, worth about 3.2 million dollars at current prices.