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According to Coinglass data, if BTC falls below $60,043, the cumulative long liquidation intensity on mainstream CEX will reach $756 million. Conversely, if BTC breaks above $65,739, the cumulative short liquidation intensity on mainstream CEX will reach $755 million.

According to Bitcoin Magazine, investment advisory firm Edelman Financial Engines disclosed a position of approximately $34 million in a spot Bitcoin ETF, primarily allocated to the BlackRock iShares Bitcoin Trust (IBIT) and Grayscale-related products. Although this position still represents a small percentage of its overall portfolio, it has surpassed its holdings of about $25 million in Amazon. This move aligns with the public stance of the company's founder, Ric Edelman, who has advocated for a Bitcoin ETF since 2019 and established the Digital Assets Council of Financial Professionals to provide cryptocurrency and blockchain education for financial advisors.On the same day, related disclosures showed that Tudor Investment Corporation, led by legendary macro trader Paul Tudor Jones, held 688,529 shares of IBIT as of June 30, valued at approximately $22.9 million, an increase from 579,083 shares in the previous quarter. The report noted that Jones is known for his long-term analysis of inflation cycles, and the scale of this increase has garnered some market attention.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $5.282 billion, with long positions of $2.58 billion, accounting for 48.84% of the holdings, and short positions of $2.702 billion, accounting for 51.16% of the holdings. The profit and loss for long positions is -$11 million, while the profit and loss for short positions is $36.0718 million.Among them, the whale address 0xff84..1d has shorted BTC with a 40x leverage at a price of $63,581.5, currently realizing an unrealized profit and loss of $1.1031 million.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $166 million, with long positions liquidated at $96.4261 million and short positions liquidated at $69.1273 million. Among them, Bitcoin long positions were liquidated at $26.8053 million, Bitcoin short positions at $3.965 million, Ethereum long positions at $11.3938 million, and Ethereum short positions at $3.7955 million.In addition, in the last 24 hours, a total of 88,830 people were liquidated globally, with the largest single liquidation occurring on Binance - SNDKUSDT worth $2.0559 million.

Tiger Global Fund made significant adjustments in the second quarter, reducing its holdings in Broadcom by 51.1% to 1.8 million shares, Google A by 45.4% to 5.8 million Class A shares, TSMC by 12.3% to 4.9 million ADS, Microsoft by 9.3% to 2.3 million shares, Meta Platforms by 8.5% to 2.8 million Class A shares, NVIDIA by 6.8% to 11.2 million shares, and JD.com by 41.5% to 201,500 ADS.Increased holdings in Intel to 4.3 million shares, established new positions in AMD with 674,000 shares and SpaceX with 375,000 shares, and completely exited Netflix.

According to Cointelegraph, Morgan Stanley's latest 13F filing submitted to the U.S. SEC shows that as of June 30, it held approximately 16.5 million shares of BlackRock IBIT, an increase of 23% from 13.4 million shares in the first quarter. However, due to the decline in Bitcoin prices during the quarter, the market value of this holding dropped from $667 million to $549 million, a decrease of about 18%.During the same period, Morgan Stanley also held 2.57 million shares of MSBT, valued at approximately $43.3 million, and increased its holdings in Grayscale Bitcoin Mini Trust, Bitwise Bitcoin ETF, and Fidelity FBTC, with FBTC holdings increasing by nearly 38%.In terms of Ethereum, its ETHA holdings increased by about 202% to 4.6 million shares, and the Grayscale Ethereum Staked Mini ETF holdings increased by about 26% to 5.1 million shares. Additionally, Morgan Stanley also established new positions in the Grayscale Solana Staked ETF and Fidelity Solana Fund, with market values of approximately $4.25 million and $2.26 million, respectively.On the individual stock front, Morgan Stanley's holdings in Circle (CRCL) surged from about 1.46 million shares to 8.32 million shares, while also increasing positions in mining companies and infrastructure firms such as Cipher Digital, Core Scientific, Hut 8, and Bitdeer; on the other hand, it reduced its holdings by about 550,000 shares in Coinbase, reduced over 3.1 million shares in CleanSpark, and completely exited approximately 8 million shares in Bitfarms.

According to Coinpedia, JPMorgan, with an asset management scale of approximately $5.1 trillion, submitted its Q2 13F filing to the SEC, showing significant adjustments in its crypto-related ETF holdings. In terms of Bitcoin, the bank held approximately 10.4 million shares of BlackRock's IBIT as of June 30, valued at about $355.7 million, up from about 8.3 million shares and nearly $162 million in Q1; the number of IBIT call options increased to about 3.94 million, while put options decreased from about 4.75 million to about 3.5 million.Regarding Ethereum, JPMorgan held nearly 1.17 million shares of BlackRock's ETHA, valued at approximately $14.3 million, a significant increase of 338% compared to the previous quarter, but the value of Bitcoin positions still exceeds that of ETHA by more than twenty times. For XRP, after the related positions were reduced to zero in Q1, the bank re-established its holdings, holding small shares of Bitwise XRP ETF and Grayscale XRP Trust ETF, as well as approximately 19,900 shares of Armada Acquisition Corp II related to Ripple-supported trading, valued at about $207,000.In addition, the filing also showed that JPMorgan established a new position in Bitwise Solana Staking ETF, holding about 47,500 shares. The article also mentioned that there has been a recent net outflow from the U.S. spot Bitcoin ETF, with the next 13F covering Q3 expected to be disclosed in November.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $5.165 billion, with long positions of $2.536 billion, accounting for 49.1% of the total holdings, and short positions of $2.629 billion, accounting for 50.9%. The profit and loss for long positions is -$124 million, while the profit and loss for short positions is $51.412 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 $1.7325 million.

According to Bloomberg, the stablecoin payment company RedotPay has postponed its plans for an IPO in the United States. Sources reveal that the company previously aimed to complete its IPO as early as this year, but the listing date may now be delayed until next year or even later. RedotPay needs to obtain regulatory approval from the country where it operates before advancing its IPO, and the company is also facing related legal issues that need to be addressed.

According to exclusive information from Intelligent Era AGI, DeepSeek is actively recruiting for emotional intelligence data product manager positions, with a daily salary of 510 yuan. The role is responsible for optimizing DeepSeek's model performance in emotional scenarios, enhancing the realism and immersion of role-playing and emotional interactions, and deeply exploring Badcases in emotional scenarios for attribution analysis.This recruitment information indicates that DeepSeek is expanding from basic capabilities like programming towards emotional interactions that are closer to human language. The product positioning is similar to Doubao, aiming to create a more "personalized" AI model system, rather than being limited to programming scenarios. Previously, DeepSeek launched the Harness preview version for developers on August 13. According to Citigroup's research report and Analysys data, the current market competitor WorkBuddy has surpassed 20 million cross-platform MAU, with 20.97 million monthly visits on the PC side. DeepSeek has not yet provided details on specific product planning for emotional AI.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the largest on-chain Bitcoin short has increased its position to $125 million, with an unrealized profit of $1.794 million.The whale added another 258 BTC 5 minutes ago, bringing the latest position update to 1,900 BTC, with an opening price of $63,582.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $236 million, with long positions liquidated at $129 million and short positions liquidated at $107 million. Among them, Bitcoin long positions were liquidated at $51.8932 million, Bitcoin short positions at $6.0097 million, Ethereum long positions at $24.4674 million, and Ethereum short positions at $7.2829 million.In addition, in the last 24 hours, a total of 74,842 people were liquidated globally, with the largest single liquidation occurring on Binance - SNDKUSDT worth $2.0559 million.

According to CoinDesk, the index provider MSCI has launched a new round of consultations, proposing to exclude so-called "non-operating companies" from its Global Investable Market Indexes. This classification will no longer use the proportion of crypto assets as the sole threshold but will adopt a two-step screening process: first, it will check whether operating assets exceed 50% of total assets; those that do not pass will then be assessed based on five financial ratios: operating asset intensity, expense intensity, cash flow, fair value intensity, and capital dependence. If at least four of these do not meet the standards, they will not qualify for inclusion.If the current data is applied to the MSCI ACWI IMI Index, Bitcoin-holding companies Strategy (MSTR), Metaplanet (3350), and uranium holder Yellow Cake will be excluded. Strategy has cumulatively held approximately 840,400 BTC since 2020, while Metaplanet holds about 43,000 BTC. MSCI's description of "non-operating companies" refers to businesses that create value by accumulating and holding non-operating assets, have limited operating cash flow, and rely on external financing for expansion.The consultation for collecting opinions will end on September 30, with results expected to be announced around October 16; even if approved, the related adjustments will not take effect until the index review in November 2026 at the earliest. Previously, a consultation in October 2025 regarding "digital asset treasury" companies, which set a standard of 50% for crypto asset proportion, had caused market fluctuations and industry opposition, ultimately being postponed.

According to regulatory documents, Switzerland's largest bank UBS has increased its holdings in BlackRock iShares Bitcoin Trust (IBIT), raising its total position to over $83 million, corresponding to approximately 2.5 million shares. The bank has gradually increased its Bitcoin exposure since the approval of BlackRock's Bitcoin ETF in 2024, with the total holdings in related cryptocurrency ETFs amounting to about $90 million.BlackRock IBIT manages assets totaling approximately $47.3 billion. UBS also holds a position of about $1.5 million in the Bitcoin mining company American Bitcoin Corp., supported by Eric and Donald Trump Jr. Previously, there were reports that UBS plans to offer Bitcoin trading services to some private clients in Switzerland.

According to South Korean media ZDNet Korea, Samsung Electronics is adjusting the original purpose of its NRD-K Line 2 at the Giheung campus from a research and development facility to a wafer foundry line, with the main target product being the 2nm base chips required for NVIDIA's HBM. This production line is expected to be operational in the second half of 2028, adopting a "Send-Fab" model, which involves receiving wafers from other mass production lines and performing specific processes.NRD-K is the most advanced composite research and development campus built by Samsung Electronics to seize future semiconductor technology, with a total investment of approximately 20 trillion won, planning for three production lines, of which the first line is scheduled to be completed by the end of 2024. This adjustment aims to proactively respond to the expansion of HBM demand driven by investments in AI infrastructure. Samsung plans to first apply the 2nm process to custom HBM and HBM5 to maintain performance advantages.Industry insiders point out that the scale of NRD-K Line 2 is relatively small, making it suitable for operation in the Send-Fab format. However, there are still about two years until the production line is operational, and the final purpose may be adjusted again based on market conditions. Samsung had previously considered using this production line for DRAM production, but after modifications to the relevant plans this month, DRAM capacity will be more concentrated in the Pyeongtaek campus. Equipment procurement orders have not yet been officially issued.

On-chain analyst Murphy stated that currently, all chips bought in BTC in 2025 are basically in a state of loss. Therefore, apart from wallet migrations, the reduction in the scale of 2025 chips likely means that holders are cutting losses and selling. Data shows that as of now, approximately 4.77 million BTC chips bought in 2025 remain, a decrease of 41.5% from the peak in December last year.From the downward trend, this group has experienced two phases: a rapid decrease in chips before February this year, and a significant slowdown in the rate of decline after February, although it still maintains a certain slope. Murphy believes that the 2025 chips may be the largest potential supply side in the current market scale. In contrast, the BTC chips formed in 2024, 2023, and 2022 have basically completed the release of high-level locked positions due to still having unrealized gains, and the slope of the curve is gradually flattening, indicating that the selling pressure from long-term holders is weakening.Historical data shows that during the bottom phases of the past two bear markets, high-level chips have shown a significant decline: at the bottom of the bear market in 2022, the chips bought at high levels in 2021 decreased by about 51%; at the bottom of the bear market in 2018, the chips bought at high levels in 2017 decreased by about 62%. If we refer to historical cycles, Murphy believes that in this bear market bottom phase, the reduction of high-level chips in 2025 may be in the range of 50%-60%, and the current decline of 41.5% indicates that there is still some room for release. However, this judgment has not yet considered the BTC bought by institutional investors such as spot ETFs and MicroStrategy, as this portion of chips is mostly in a long-term locked state, which may reduce the actual market supply pressure.

According to on-chain analysts, a Bitcoin whale who has held their position for three years has a cost basis as low as $20,000, with peak unrealized profits exceeding $15.31 million.This address deposited 158.7 BTC, worth $10.01 million, to Coinbase 8 hours ago, with the funds sourced from another address that withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, this whale did not choose to take profits; if they sell now, they will make a profit of $6.206 million, which is more than a 40% reduction from the peak profit.

According to on-chain analyst Ai Yi's monitoring, a certain whale previously shorted Bitcoin with a scale of 114 million dollars. After three stop-losses, it added 330 BTC again in the early morning, pushing the long position to exceed 110 million dollars, reaching 1742 BTC, with an opening average price updated to 63709 dollars.Currently, the floating profit is 292,000 dollars, and it has earned 118,000 dollars through funding fees.

Founder of Formula News, Vida, stated that he has hedged through the BTC/USD1 perpetual contract when Bitcoin was around $63,000, exiting about one-third of his BTC position, while still retaining two-thirds of his spot holdings.He indicated that he remains optimistic about Bitcoin in the long term, but the current BTC narrative has been significantly overshadowed by AI, and he expects that a new core narrative will be difficult to emerge in the next 1 to 2 years. He believes that the next bull market for Bitcoin may need to be driven by issues with U.S. Treasuries or the dollar, or rising concerns about fiat currency devaluation, and that prior to this, global assets may first experience repricing.Based on this judgment, he anticipates the opportunity to buy back the positions he exited in the range of $45,000 to $55,000 over the next 1 to 3 years, while retaining two-thirds of his BTC spot as a long-term base.

On the evening of August 14, the U.S. Securities and Exchange Commission (SEC) announced that the "Regulation Crypto" rule proposal meeting originally scheduled for August 15 was canceled due to "unforeseen scheduling issues," and a new meeting date has not yet been announced. This rule is seen as the SEC's first significant rule-making attempt in the digital asset space, expected to provide a limited exemption framework for crypto securities issuance, allowing issuers to advance projects without triggering full registration requirements, and potentially allowing for a gradual exit from SEC oversight in later stages.SEC Chairman Paul Atkins had previously identified this rule-making as one of the core components of the digital asset regulatory agenda. The industry had also anticipated that the SEC would simultaneously advance the "tokenized securities innovation exemption," but this matter is also facing delays. Meanwhile, the legislative process for the Senate's "Digital Asset Market Clarity Act" remains unresolved, with negotiations between both parties and the White House yet to reach a consensus on crossing the 60-vote threshold. The two regulatory paths for the crypto industry, administrative rule-making and legislative advancement, are currently at a standstill.