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The asset management company Grayscale's crypto research team stated that the Federal Reserve's interest rate hike on Wednesday is unlikely to impact Bitcoin prices. Grayscale's research director Zach Pandl wrote in a report on Thursday: "We believe yesterday's action is a mid-cycle adjustment rather than a cyclical change. We doubt that the one or two rate hikes expected in 2026 will lead to significant changes in capital allocation."Pandl added that when the Federal Reserve began raising interest rates in 2022 to curb inflation, it "may have put pressure on Bitcoin prices," as this "significantly affected the opportunity cost of holding non-yielding assets." However, he believes this situation is more akin to 1997, when the Federal Reserve made a one-time rate hike while the Nasdaq index continued to rise.The Federal Reserve raised interest rates for the first time since 2023 on Wednesday, causing Bitcoin prices to fluctuate sharply before stabilizing, with a slight increase of about 1% within 24 hours. Bitcoin prices recently approached $76,581, rising 18% over the past 30 days. Federal Reserve Chairman Kevin Warsh stated that the central bank is focused on reducing inflation. U.S. President Trump expressed on his Truth Social platform that U.S. interest rates should be 1% or lower.

According to Bitcoin Magazine, renowned financial advisor and founder of Edelman Financial Engines, Ric Edelman, stated on Bitcoin Magazine TV that buying Bitcoin now is like buying Amazon in 1999, and he predicts that the price of this leading cryptocurrency will reach at least $500,000 before 2030.Edelman noted that in 1999, people were still debating whether to invest in Amazon, but now there is no debate, and everyone owns it. He believes Bitcoin will follow the same trajectory in the future. He also mentioned that if everyone in the world allocated 1% of their assets to Bitcoin, the corresponding price would be $500,000, and he claims his prediction is actually conservative, as the final price could exceed $500,000 and the timeline could be earlier than 2030.Edelman is a long-time Bitcoin advocate, and he revealed that when he introduced Bitcoin to his peers in the financial services industry in 2013, he was often booed off stage. Today, most people in traditional finance at least acknowledge that the asset "has established a foothold." The article also mentioned that Bitcoin's recent price is about $76,522, up 1% in the past 24 hours, achieving its best performance in years in August, but still far below the historical high of $126,080 set in October.

According to CoinDesk, documents from the asset seizure order released by the U.S. Department of Justice (DoJ) show that the military branch of Hamas, the Al-Qassam Brigades, suggested in a letter to potential donors not to use Binance for transferring funds, but instead recommended platforms such as Bybit, OKX, Kast, and Redotpay. The letter advised using Tether's USDT stablecoin and the TRC-20 network, which is used to create and manage fungible tokens on the Tron blockchain.The Al-Qassam Brigades stated in the letter: "It is best not to use the 'Binance' platform for transferring support, and do not input any data indicating our official name, to avoid your wallet being blocked, and for your safety (inputting any fictitious data as the recipient); you can transfer through applications like Trust Wallet, RedotPay, OKX, Kast, BYBIT, etc." The organization claimed that Binance "can only be used to purchase currency, and then another application is needed to complete the transfer process."Binance's Chief Compliance Officer Noah Perlman responded that the terrorist organization's suggestion for people to avoid Binance indicates that its control measures are working. OKX stated that the wallet address mentioned in the February 10, 2025 communication is unrelated to them and has been identified by their internal controls as being associated with illegal activities, and related transfers will be flagged and blocked. Kast stated that it has a dedicated financial crime compliance department. The U.S. Treasury noted in its 2026 Terrorism Financing Risk Assessment that organizations such as Hamas and ISIS continue to use digital assets for donations and transfers.

Cryptocurrency analyst Willy Woo stated, "I personally believe the probability of the cryptocurrency market hitting the bottom is 90%. Based on the liquidity of long-term investors returning, we are currently in an early bull market structure. The core of the judgment is the liquidity structure of BTC; there is an intention to avoid historical cyclical patterns, although these cyclical patterns have performed exceptionally well in determining market bottoms so far. According to cyclical patterns, the consensus probability among other analysts is about 40%.From the perspective of liquidity structure, we are currently in an early bull market, and the market bottom has likely already occurred. If this judgment is correct, then there is another question: how long will this bull market last? Will it last for 3 years? I wouldn't necessarily bet on that, as historical cyclical patterns are gradually losing effectiveness. As long as the inflow of investor funds does not show significant weakness, the bull market structure will continue, but the duration is currently uncertain."

X has launched the U.S. Cashtag Partner Program, with partners including Coinbase, Kraken, Gemini, Interactive Brokers, and Moomoo.Users can click on supported stocks, ETFs, or cryptocurrency Cashtags to view price charts and related posts, then select "Trade" to jump to the app or website of the participating broker. Trades are executed by the broker, not on X.

TOP Chinese Technology Innovation Society states that Yan Wentao, a partner at Hillhouse Capital, is expected to join DeepSeek as CFO, with an anticipated start date soon.DeepSeek has begun preparations for its Sci-Tech Innovation Board IPO, with CITIC Securities currently conducting due diligence, but both parties have not yet signed a formal listing advisory agreement. DeepSeek hopes to initiate the IPO process this year.Yan Wentao is a post-90s partner at Hillhouse Capital, responsible for technology investments for a long time, with publicly disclosed investment projects including ByteDance, MiniMax, and Zhipu AI. DeepSeek currently does not have a CFO or a formal investor relations team.

"BTC OG Insider Whale" agent Garrett Jin released a market perspective stating that Bitcoin bulls are currently in an unfavorable position, with BTC continuing to hover above $76,500.Garrett Jin expressed that he is not optimistic about the current prolonged bottoming market, believing that the longer the consolidation period, the more likely BTC is to break below the $76,500 support and further seek lower support levels, rather than immediately reversing.He pointed out that if Bitcoin wants to show a stronger trend again, it needs to at least regain and maintain above $78,300.

According to CoinDesk, European financial and cryptocurrency industry organizations have written to the EU Council and the European Parliament, urging lawmakers to remove the cap on the scale of tokenized securities platforms or set it at least at €1.5 trillion (approximately $1.74 trillion), arguing that the €100 billion cap proposed by the European Commission will hinder industry development. Signatories include the French Digital Asset Association Adan, Crypto Council for Innovation, the European Ethereum Institute, as well as companies like Nasdaq and Boerse Stuttgart.The EU's distributed ledger pilot regime allows operators to test the trading and settlement of tokenized stocks, bonds, and investment funds while exempting some existing financial rules. After observing "moderate" participation, the European Commission proposed to expand the pilot framework and raise the current €6 billion cap to €100 billion. Adan stated that considering the development of the global market, this increase is still insufficient, and their preferred option is to completely remove the cap or at least set it to €1.5 trillion, which is 15 times the proposed cap.The joint letter pointed out that some existing European projects have reached a scale of €350 billion and plan to grow further, but did not disclose specific projects or calculation methods. The letter also emphasized that the relevant threshold targets the market capitalization of admitted securities rather than trading volume and opposed giving central securities depositories a significantly higher differentiated cap than other blockchain market operators, arguing that this would be detrimental to emerging service providers.The alliance also compared the restrictive measures in Europe with an unnamed mainstream settlement platform in the United States, which can tokenize assets like stocks without a trading volume cap; if the cap is retained, the alliance hopes the Commission can flexibly raise it as the market grows, without presetting a maximum limit.

Bitmine Chairman Tom Lee recently expressed the view that Ethereum (ETH) is more like "digital land" rather than cash. Lee believes that the core value of quality assets lies in their ability to store value, meaning that investors believe they can effectively hold and allocate capital over the long term.Lee pointed out that stocks can become store of value assets because investors expect companies to manage capital effectively when they buy stocks; real estate, on the other hand, has both store of value and cash flow properties, generating income through rentals. Within this framework, he believes Ethereum is closer to the stock market or land, with its long-term value primarily derived from the network itself as underlying infrastructure.Bitmine has been increasing its holdings for 65 consecutive weeks. As of August 30, 2026, its total Ethereum holdings reached 5,901,112, accounting for approximately 4.9% of the total Ethereum supply.

Famous trader Bonk Guy posted on his personal channel stating, "I love China's Bitcoin." It is reported that Bonk Guy currently holds 17.3 million b-money, with an unrealized profit of $205,000, and refers to it as "Chinese Bitcoin."According to GMGN data, the market capitalization of b-money briefly surpassed $19 million before falling back, currently reported at $11.35 million, with a 24-hour increase of 1231.6%.

According to CoinDesk, Bitget CEO Gracy Chen told CoinDesk that Bitget is in talks with several large global financial institutions, including BlackRock, to help expand the distribution of digital asset products in Asia. Gracy Chen cited BlackRock, the world's largest asset management company, as an example, stating that it hopes to expand the distribution of tokenized ETFs in Asia and mentioned, "We maintain very close communication with BlackRock regarding distribution in the Asian market."A spokesperson for BlackRock responded that the company's cryptocurrency exchange-traded products (ETPs) have been launched in Asia and confirmed that it regularly collaborates with virtual asset service providers on different projects, but did not comment on specific expansion plans in the Asian market. According to an OECD report, as of June 2025, the trading volume of blockchain cryptocurrency assets in Asia is expected to grow by 69% year-on-year, the highest growth rate among all global regions.BlackRock manages assets totaling $11.6 trillion. At the 2026 Hong Kong Consensus conference, Nicholas Peach, head of BlackRock's Asia-Pacific iShares division, stated that Asian household wealth is approximately $108 trillion, and even if only 1% is allocated to cryptocurrency assets, it could lead to nearly $2 trillion in inflows. Bitget has 125 million registered users globally, with about half located in East Asia and Southeast Asia. Company data from Q1 2026 shows that 52% of users hold both cryptocurrencies and traditional stocks.

According to Bloomberg, investment firm Dragoneer Investment Group is raising approximately $1 billion for a new continuation fund using equity from its star assets such as OpenAI, SpaceX, Databricks, and wealth management firm Creative Planning as "chips." However, sources indicate that Dragoneer's initial fundraising target was $2 billion, and it is currently unclear what specific assets are included in the final $1 billion fund raised.It is reported that Dragoneer hopes to enhance the fund's appeal to investors by establishing a continuation fund that allows for the continued holding of some existing assets for a longer period. This fundraising also reflects that, as the valuations of popular private tech companies like OpenAI and SpaceX continue to attract market attention, holding early or private equity in these companies is becoming an important chip for asset management firms in fundraising and asset restructuring.

According to South Korean media Chosun Biz, SK Hynix's NAND is lagging in the transition of old process lines, making it difficult to narrow the efficiency gap. As of the second quarter of this year, its 176-layer products still account for about 50%, while Samsung has completed the transition mainly to 236 layers. Omdia data shows that Micron's 232-layer products account for 53%, and YMTC reaches 68%.During the rising cycle of NAND prices, companies with a higher proportion of advanced processes see better cost and profit improvements. SK Hynix (including Solidigm) saw its NAND revenue share drop from 21.4% in the fourth quarter of last year to 16.4% in the first quarter of this year, while YMTC increased from 11.5% to 16.2%. SK Hynix prioritizes equipment investment in DRAM and HBM, with NAND investments decreasing for three consecutive years, from $3.5 billion in 2023 to $2.9 billion in 2025, slowing down the transition. It is currently considering impairing old NAND assets to optimize costs.

According to Bloomberg, the Taiwanese research institution TeamT5 stated that the scale of cyberattacks linked to China has significantly increased after incorporating DeepSeek and other open-source AI models into their operations. Since they began delegating daily tasks to AI and using it to develop more advanced malware, the number of attacks carried out by the relevant organizations has more than doubled.Researchers noted that it is not always possible to accurately identify the specific AI models used by attackers, but products related to DeepSeek are popular among hacker groups in the country due to their high performance and ease of customization. The report indicates that experienced attackers are leveraging relatively limited AI tools to scale up their operations and achieve breakthroughs, highlighting the attackers' ability to use basic AI tools to target overseas objectives.

According to Fortune, Hyperliquid is accelerating its entry into the regulated market in the United States, with its related listed company Hyperliquid Strategies actively participating in the promotion of domestic compliance business layout in the U.S.Fortune pointed out that Hyperliquid has currently established a strong market influence in the perpetual contract trading sector and is repurchasing and destroying HYPE through platform fee income.

According to the Economic Daily, semiconductor silicon wafers have seen a significant price increase for the first time since the COVID-19 pandemic, covering the full range of specifications including 6-inch, 8-inch, and 12-inch, with an increase starting at 10%. Industry insiders believe this is the first price adjustment in over three years, and major Taiwanese silicon wafer suppliers such as GlobalWafers, TSMC, and Hejian are expected to see improvements in revenue and profitability.GlobalWafers stated that recent demand in some end markets has gradually improved, inventory adjustments in the supply chain are healthier than in the past, and market signals are more positive than last year, but prices still depend on the product, specifications, and customer situations. TSMC mentioned that under cost pressures and demand support, they have begun communicating price adjustments with customers, and operations in the second half of the year are expected to outperform the first half. Hejian indicated that they are actively negotiating price adjustments with customers and continuing to promote advanced packaging and related products.Industry analysis suggests that this round of price increases mainly reflects the rebound in chip demand driven by AI, with increased usage in advanced and mature processes, allowing the upstream silicon wafer industry to gradually feel the recovery. Currently, the negotiation progress varies among factories and customers, with some 12-inch polished wafers already subject to new quotes with double-digit percentage increases, and discussions for 8-inch and 6-inch products are also moving in a similar upward direction.

According to Forbes, thanks to early investments in tech companies like OpenAI and SpaceX, potential buyer of the NBA's Los Angeles Lakers, Josh Kushner, has seen his wealth grow nearly threefold this year, and the assets of his firm Thrive Capital have also nearly doubled due to bets on the artificial intelligence wave. As the founder of Thrive Capital, Josh Kushner previously earned substantial returns by investing in companies such as Instagram, Spotify, and OpenAI, and has become one of Silicon Valley's most successful venture capitalists in recent years.In recent months, Josh Kushner has frequently appeared at core events in the tech and capital circles. As the investment frenzy in artificial intelligence continues, venture capital firms that own core AI assets like OpenAI and SpaceX are becoming one of the biggest beneficiaries.It is reported that Josh Kushner is currently preparing to acquire the Los Angeles Lakers with former Disney CEO Bob Iger, with the deal valued at $1.25 billion. If completed, it will become one of the most notable capital operations in the history of professional sports in North America.

Robert Kiyosaki, the author of "Rich Dad Poor Dad," posted on the X platform stating that the new round of quantitative easing (QE) policy in the United States may lead to a decline in the purchasing power of the dollar and further increase inflation risks. Those holding cash dollar savings may become the biggest affected group.Investors should not rely on continuously depreciating fiat currency but should focus on assets that can appreciate over time.