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IREN Co-Founder and Co-CEO Daniel Roberts stated that each new AI data center will further increase rather than decrease AI demand.Roberts believes that simply comparing the current AI infrastructure cycle to past technology booms is misleading. More powerful AI requires more computing power, and lower-cost AI will drive more users and applications to use AI.He pointed out that each leap in AI capabilities creates a large number of new application scenarios that did not exist before, so demand can grow rapidly at the pace of software development, but the supply of computing power cannot expand at the same speed.The construction of computing power infrastructure is limited by real-world conditions such as power access, transmission lines, concrete, steel, and construction personnel, making it difficult to quickly increase the speed of supply expansion.Roberts stated that in past technology boom cycles, technological advancements often helped the supply side catch up with demand, but the current AI technology itself is driving demand to grow exponentially, while the speed of infrastructure construction in the real world struggles to keep up.

Tudor Investment Corp, the macro hedge fund founded by Paul Tudor Jones, disclosed in its latest 13F filing with the U.S. Securities and Exchange Commission (SEC) that it held 688,529 shares of the BlackRock iShares Bitcoin Trust (IBIT) as of June 30, 2026, with a position value of $22.9 million.The institution's holdings this quarter increased by 18.9% compared to the 579,083 shares disclosed in the previous quarter. Tudor Investment Corp manages approximately $106 billion in assets, and its spot Bitcoin ETF holdings gain exposure to Bitcoin through the fund structure. Paul Tudor Jones first disclosed Bitcoin exposure in May 2020, when he allocated a low single-digit percentage of assets through Bitcoin futures. In October 2024, he stated that he holds gold and Bitcoin, and does not hold fixed income assets.

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.

According to GMGN market data, the market value of the BNB Chain Chinese meme coin "Niu Lai" briefly surpassed 15 million USD, currently reported at 14.36 million USD, with a 24-hour increase of over 150 times.Recently, the animated film "Niu Lai," released during the summer season, gained attention due to controversies over its production quality. A friend of the director stated that this is a film created by the director and his mother, with both personally involved in the production. It took 5 years to make, without hiring a team, relying solely on their own efforts. As of now, today's box office has reached 852,800 yuan.

Recently, DeepSeek-V4 announced a price increase and the introduction of peak and off-peak pricing. On August 15, the B.AI platform announced the launch of a major benefits program to help developers use Deepseek without fear of costs.New users can log in through Binance Wallet, Bitget Wallet, or imToken wallet to receive 1 million free Credits. By entering an invitation code, they can receive an additional 300,000, for a total of up to 1.3 million; both new and existing users can also enjoy an extra bonus of up to $100 in Bonus Credits when recharging. Users can prepare their B.AI accounts in advance to unlock benefits early.

According to gate market data, COW has risen above $0.15, currently reported at $0.1542, with a 24-hour increase of 54.66%.

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.

GMGN data shows that the market capitalization of BSC Meme Coin CETS briefly surged past 15 million USD, currently reported at approximately 14.36 million USD, with a daily increase of over 180%.Market news reminds users that Meme Coin prices are highly volatile, and most lack practical use cases. Please pay attention to asset protection and avoid FOMO.

According to official data, in the 7 days ending August 13, Circle issued approximately 5.4 billion USDC, redeemed about 5.3 billion USDC, and the circulation increased by approximately 100 million. The total circulation of USDC is 71.9 billion, with reserves of about 72.6 billion USD, including overnight reverse repurchase agreements of approximately 47.7 billion USD; Treasury bonds with maturities of less than 3 months of about 13.5 billion USD; deposits from systemically important institutions of about 10.2 billion USD; and other bank deposits of about 1.2 billion USD.

Soros Fund Management disclosed an increase in its holdings of 29,004 shares of Apple (AAPL.O), raising its total holdings to 529,538 shares.

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 reports from South Korean media, SK Group Chairman Chey Tae-won received a salary of 1.75 billion won in the first half of this year.According to the Financial Supervisory Service, SK Corporation disclosed this information in its semi-annual report released that day. The chairman's salary level in the first half of this year is the same as the same period last year, and he did not receive any bonuses apart from his salary. The chairman's younger brother, SK Group Vice Chairman Chey Jae-won, received a salary of 1.5 billion won during the same period. SK Corporation President Chang Yong-ho received a total of 1.8 billion won, including 1 billion won in salary and 800 million won in bonuses.In addition, SK Supex Pursuit Council Chairman Yoon Bong-yong was disclosed to have received a total of 7.715 billion won, which includes 500 million won in salary, 800 million won in bonuses, and 6.415 billion won in compensation from 12,103 performance stock units (PSUs) granted three years ago. SK Hynix's sales from Nvidia in the first half of this year exceeded 17 trillion won, accounting for about 13% of the company's total sales.The average salary of SK Hynix employees reached 144 million won (approximately $104,000) in the first half of this year, an increase of 23% year-on-year. SK Hynix significantly increased its capital expenditures and research and development (R&D) investments in the first half of this year. Cash expenditures for acquiring tangible assets exceeded 18 trillion won, an increase of over 70% year-on-year. The number of small shareholders of SK Hynix has grown more than fivefold in a year, surpassing 3.46 million.

According to Binance spot market data, the market has experienced significant fluctuations. TUT has risen by 32.67% in 24 hours, and LINK has increased by 11.11%, reaching a new high for the week.At the same time, MOVR has shown a "high pullback" state, with a 24-hour decline of 14.11%. SCRT has also exhibited a "high pullback" state, with a 24-hour decline of 21.55%. The other tokens PIVX, SOXLB, CRWVB, and MVLLB have also shown a "high pullback" state, with declines of 7.08%, 5.58%, 8.85%, and 5.06%, respectively.On the other hand, PROM and TST have shown a "bottom rebound" state, with increases of 19.77% and 5.78%.

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 on-chain analysis platform Lookonchain (@lookonchain), the whale address 19pFLW has once again purchased 300 BTC, worth approximately 19.03 million USD.This address currently holds a total of 1,120 BTC, with a total market value of about 70.43 million USD, and an average acquisition price of 69,294 USD.

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.

The Nanya Plastics Electronic Materials Division has issued a price increase notice due to a severe imbalance in supply and demand in the global electronic materials market, with core raw material prices continuously rising across the board. The shortage of glass fabric is particularly severe, and procurement costs are uncontrollably rising. The company has decided to increase the prices of copper foil substrates (CCL) and prepreg by 20% to 25%, effective September 1. This is one of the larger-scale price adjustments in the upstream materials industry for PCBs recently. Copper foil substrates are core raw materials for printed circuit boards, and their price fluctuations will directly impact the PCB and downstream electronic terminal industries. The notice is based on the shipping date and will take effect from September 1. Nanya Plastics stated that it will continue to monitor supply chain dynamics and respond to changes in the market environment.

Metaplanet CEO Simon Gerovich disclosed that the company's revenue for the first half of the fiscal year 2026 was 4.94 billion yen, a year-on-year increase of 134%; operating profit was 3.33 billion yen, a year-on-year increase of 136%; and net assets were 340.88 billion yen, a decrease of 25.7% compared to the end of the fiscal year 2025.

According to GMGN market data, the market capitalization of the Binance Wallet stock meme token UTILITY has fallen back to $7.3 million, with a 24-hour increase narrowing to 18.5 times, and a 24-hour trading volume reaching $20.3 million. Last night, the market capitalization of UTILITY once broke through $10 million.CZ previously stated on January 30 that GME should issue a utility token on the blockchain, preferably on BSC. bStocks officially retweeted CZ's old post and announced that GMEB (the tokenized stock version of GameStop) is now trading on the platform.The trading pair for UTILITY is UTILITY/GMEB, rather than the common BNB or USDT as the liquidity pair, belonging to the current popular "stock meme" play on BSC, using bStocks' US stock token (here GMEB) as the base, focusing on the classic narrative of retail investors battling Wall Street and meme stocks. Users are reminded that meme coins often have no practical use cases, and price fluctuations can be significant, so investment should be approached with caution.