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As of August 15, Bitcoin miners' holdings have dropped to approximately 1.1919 million BTC, a decrease of 885 coins from a week ago, marking a new low since May 31.During the same period, the overall network hash rate has declined, and the Puell Multiple remains at 0.75.

According to the U.S. Securities and Exchange Commission (SEC), H&H International Investment, managed by Duan Yongping, had a total market value of approximately $19.1 billion at the end of the second quarter, a decrease from about $20 billion at the end of the first quarter.H&H continued to increase its holdings in Pinduoduo, Berkshire Hathaway Class B shares, and Disney, while establishing a new position in Alibaba, and significantly reducing its holdings in Nvidia, Google, and Microsoft, completely exiting from TSMC and CrowdStrike.

ElizaOS founder Shaw accused daos.fun founder baoskee of insider trading during the renaming and migration process of the ai16z project, claiming that he profited approximately $6.6 million by selling ai16z. Shaw stated that in June 2025, the project team promised to launch Snapshot voting so that the community could decide whether to rename the project, after a16z had requested a name change to avoid trademark disputes.Shaw claimed that, despite the voting mechanism not being launched as promised, baoskee sold all ai16z in the daos.fun execution wallet after being aware of the pressure to rename and the subsequent migration arrangements, and continued to sell before the project migrated to elizaOS, causing the token price to drop. Shaw believes that baoskee had information that other holders did not possess at that time. In response, baoskee denied the allegations, stating that the Snapshot voting had actually been launched, and that daos.fun had also self-funded to increase and lock over $1 million in ai16z liquidity. He also countered that Shaw had serious issues regarding project operations, token migration, and the use of development funds. Currently, there are significant discrepancies between the two parties' statements, and Shaw indicated that he would attach relevant Solscan on-chain records at the end of the article.

As SpaceX went public on June 12 on Nasdaq, the Q2 13F reports first focused on disclosing institutional holdings after its listing. According to third-party 13F platform Giantsight, as of June 30, approximately 1,697 reporting entities disclosed their positions in SpaceX, covering various types of funds including pre-listing investors, venture capital, asset management institutions, and pensions.SEC filings show that Alphabet, Google's parent company, reported holding 551 million shares of SpaceX (valued at $94.18 billion), making it the largest 13F reported position currently; Valor Management holds 503 million shares ($86.01 billion), FMR LLC holds 303 million shares ($51.66 billion), Gigafund Management holds 172 million shares ($29.36 billion), and the Saudi Public Investment Fund holds 154 million shares ($26.34 billion), while BAMCO under Baron holds 146 million shares ($24.91 billion).Other key reporting entities include Nvidia holding 123 million shares ($20.98 billion), Baillie Gifford holding 51.4 million shares ($8.78 billion), BlackRock holding 51.04 million common shares ($8.72 billion), Ontario Teachers' Pension Plan holding 50.68 million shares ($8.66 billion), and Harvard University's endowment holding 12.935 million shares ($2.21 billion).In terms of source of holdings, Alphabet and Gigafund are pre-listing investors in SpaceX; Nvidia's position in SpaceX comes from its prior investment in xAI. FMR, BAMCO, BlackRock, and Baillie Gifford mainly represent asset management funds. The aforementioned positions first appeared in the 13F and do not imply that the related institutions all purchased from the secondary market after SpaceX's listing.The amounts mentioned are the end-of-period reported values as of June 30. On that day, SpaceX closed at $170.86, and as of August 14, it closed at $140, a decline of approximately 18.1% from the end of the quarter. If the number of shares held has not changed, the current market value of the related common stock positions would correspondingly decrease. The 13F primarily reflects long positions in reportable securities at the end of the quarter and some held options, without disclosing short stock positions, option sell positions, specific purchase times, transaction costs, or trades after the end of the quarter.

According to on-chain analyst Ai Yi's monitoring, a certain address spent $121.4 two days ago to build a position in bulls at an average price of $0.0006339, with the current price at $0.02568; the address has sold 47.8% of its holdings, with the remaining holdings showing a floating profit of $258,000.

Harvard University's latest 13F filing shows that as of June 30, it still holds 3,044,600 shares of BlackRock's spot Bitcoin ETF IBIT, valued at approximately $101.4 million, with the number of shares unchanged from the end of the first quarter, ending a previous trend of two consecutive quarters of reduction. Harvard reduced its IBIT holdings by 21% in the fourth quarter of 2025 and by another 43% in the first quarter of 2026.Currently, IBIT accounts for about 2.4% of Harvard's disclosed $4.26 billion U.S. stock portfolio. Its gold-related product holdings are even more valuable; as of the end of the second quarter, the combined value of iShares Gold Trust (IAU) and SPDR Gold Trust (GLD) is approximately $171.2 million. Harvard has previously liquidated its position in BlackRock's spot Ethereum ETF, valued at $86.8 million, and did not add any new Ethereum-related positions in the second quarter.Harvard University's largest holding is SpaceX, totaling 12,935,100 shares, valued at $2.21 billion, making it the largest single stock holding disclosed in the filing. The total value of U.S. stock assets disclosed by Harvard this time is approximately $4.3 billion, meaning that the SpaceX holding accounts for 52%.Among other institutions, the Abu Dhabi sovereign wealth fund Mubadala and the Abu Dhabi Investment Authority each maintained their holdings of 14,721,900 shares and 8,218,700 shares of IBIT, respectively, with a combined value of approximately $764 million. JPMorgan increased its IBIT holdings from about 8.3 million shares to 10.4 million shares; Morgan Stanley reduced its holdings from 17.3 million shares to about 16.5 million shares, a decrease of 4.5%.

According to DefiLlama Research data, from January to June 2026, approximately 169,000 wallets made their first transaction in the RWA market on Hyperliquid, accounting for 31.7% of new users during the same period.DefiLlama co-founder 0xngmi stated that among users who made their first transaction in RWA, about 80.9% continued to trade RWA thereafter but did not further enter the cryptocurrency trading market.The data shows that Hyperliquid's RWA product has indeed brought in a new user base, but most users remain in the RWA trading space and have not converted to cryptocurrency trading users, indicating a clear user stratification between RWA and crypto trading demand.

According to monitoring by Catcher Predict, in the Polymarket prediction market for the "St. Louis Cardinals vs. Chicago Cubs" event, the "St. Louis Cardinals" option in the sub-market "St. Louis Cardinals vs. Chicago Cubs" has experienced significant fluctuations in its winning probability, soaring from 66.5% an hour ago to the current 81.5% (a fluctuation of 15%). Please note the impact of related breaking news.

According to CoinDesk, Swiss banking giant UBS significantly increased its exposure to BlackRock's iShares Bitcoin Trust (IBIT) in the second quarter, with its nominal position in IBIT call options rising from 80,000 shares to approximately 1.95 million shares, an increase of over 24 times; during the same period, its directly held IBIT shares increased from 364,371 shares to 407,890 shares, an increase of about 12%.In contrast, UBS's nominal exposure to IBIT put options decreased from 303,300 shares to 143,300 shares, a decrease of about 53%. Regulatory filings did not disclose the options' strike prices and expiration dates, nor did they specify whether the changes were driven by client trading demand, market-making hedges, active management, or proprietary trading.

Coinbase's official account posted that AiFi (the application form combining AI and finance) is already happening. The post pointed out that when AI agents generate funding needs, they will choose to use Coinbase-related services.The post also included a promotional link, emphasizing Coinbase's positioning in AI agent payment and fund processing scenarios. Currently, the publicly available information mainly consists of directional statements, and specific product details, partner lists, or transaction data have not yet been disclosed.

According to data from DefiLlama, Robinhood Chain's DEX trading volume in the past 24 hours exceeded $503 million, ranking fifth across all chains, only behind Solana, Ethereum mainnet, BNB Chain, and Base.

According to the announcement from the Shanghai Stock Exchange, Yushu Technology has released the announcement of the results of its initial public offering and listing on the Sci-Tech Innovation Board, as well as the prospectus for the initial public offering and listing on the Sci-Tech Innovation Board. It disclosed that the online and offline subscription payment work has been completed, and after the adjustment mechanism was activated, the final number of shares issued offline was 22,650,148 shares, accounting for approximately 70% of the number of shares issued after deducting the final strategic placement. The final number of shares issued online was 9,707,000 shares, accounting for approximately 30% of the number of shares issued after deducting the final strategic placement.In addition, before this issuance, the actual controller of Yushu Technology, Wang Xingxing, directly held 86,714,964 shares of the company, controlling a total of 34.763% of the shares. Through the arrangement of special voting rights, the proportion of voting rights controlled by Wang Xingxing in the company was 68.7816%. After this issuance, the proportion of voting rights controlled by Wang Xingxing will decrease to no more than 65.309%.

In the second quarter 13F holdings report for 2026 (reporting period ended June 30, 2026), Bridgewater Associates, founded by Ray Dalio, disclosed a reduction of 1,359,038 shares of Micron Technology, still holding approximately 116,700 shares, with a reduction ratio of about 92%.

According to the official announcement from Bitget, the platform has officially launched Stock+ US stock margin trading services. Users only need to open a Bitget Stock+ account to use this feature. The first batch supports margin trading for over 3,800 underlying stocks and short selling for over 2,300 underlying stocks (currently only supporting short selling ETB), with a maximum leverage of 3 times. Among them, the annual interest rate for margin trading is 5%; during the promotional period for short selling, the annual interest rate is as low as 0%.The launch of this product further enriches the trading scenarios for US stocks in Stock+. Users can use margin trading to borrow funds to buy securities by using securities or assets in their accounts as collateral; they can also borrow securities to sell through short selling, and buy them back to return after the stock price drops, in order to meet the needs of both long and short trading and improve capital efficiency.

CryptoQuant analyst Darkfost stated on the X platform that the inflow of XRP whale funds on the Binance platform has recently seen a significant decline, dropping to the lowest level since 2021 based on a 3-month average.Data shows that the current inflow of XRP whales to Binance is approximately $61 million, a substantial decrease compared to previous levels. In contrast, this metric reached $456 million in January 2025 and $355 million in October 2025, with the current level being about 6 to 8 times lower than before.Although XRP has been struggling to maintain the critical $1 price level recently, the inflow behavior of whale funds that previously preferred to conduct large transactions through Binance is decreasing. However, the net inflow of XRP remains positive at around $18.8 million, indicating that inflow funds still temporarily dominate.Darkfost pointed out that this trend is similar across the entire crypto market, with overall trading volume and fund inflows declining, which may reflect that selling pressure is easing, but new demand in the market has not yet shown a significant rebound. The cooling of whale trading activity is a positive signal for XRP, but it is still insufficient to confirm that the market has reversed, and it is too early to determine if XRP is starting a new upward trend.

Binance Research data shows that Generation Z investors are gradually shifting towards long-term asset allocation tools such as ETFs. Compared to Millennials, Generation X, and Baby Boomers, their trading frequency is lower, and their preference for leverage is also weaker.Data indicates that at the beginning of August, ETFs accounted for 25% of the stock trading volume among Generation Z users. In July, the proportion of net inflows into stocks from ETFs for Generation Z reached 21.9%, up from 18.5% in June; during the same period, the proportion of individual stock investments decreased from 77% to 74.2%.Binance Research analyzed trading behaviors in direct stocks, tokenized stocks, and traditional financial perpetual contracts. The data shows that Generation Z's trading activity in all three asset classes is lower than that of other working-age groups.Among them, Generation Z's traditional financial perpetual contract accounts traded an average of 13 times per month, lower than the 17 times of Millennials and 16.5 times of Generation X. In direct stock accounts, 22% of Generation Z users have never sold stocks, higher than the 19% of Generation X and 9% of Baby Boomers.Among Generation Z accounts that bought but did not sell, the assets with the highest cumulative purchase amounts include Broadcom, Tesla, and Charles Schwab U.S. High Dividend Stock ETF.In terms of leveraged products, Generation Z shows a lower risk appetite. Data indicates that 88.2% of Generation Z's traditional financial perpetual contract accounts have never traded leveraged or inverse ETFs, higher than the 84.5% of Millennials and 85.9% of Generation X.Additionally, the tokenized stock market continues to expand. Data shows that Binance's bStocks recently briefly surpassed Kraken's xStocks, becoming the second-largest tokenized stock issuance platform globally. As of the latest data, Ondo Finance ranks first with approximately $972 million in tokenized stock value, while xStocks and bStocks are approximately $611 million and $580 million, respectively.

According to Techtimes, AI model evaluation company Vals AI completed a $40 million Series A funding round with a valuation of $400 million, led by a16z, with participation from 8VC, Pear VC, Bloomberg Beta, as well as new investors HRT Ventures and Next Ladder Ventures.Vals AI uses an independent system to evaluate cutting-edge models launched by companies such as OpenAI, Anthropic, Google, Meta, and xAI, rather than using traditional public benchmark tests. The new funding will be used to expand evaluation infrastructure and launch testing tools for creating programming benchmarks based on enterprise GitHub code repositories.

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.

Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

According to Ai Yi's monitoring, @Skylinee participated in the LAB public offering in October 2025 with $5,000. Subsequently, based on the token price, the value of their holdings once reached approximately $5.6 million, with a paper return of about 1,120 times.However, after the project team unilaterally postponed the token unlocking time, this participant recently finally received the unlocked tokens, which are currently worth only about $3,219, a decrease of approximately 99.94% from the previous paper peak.