performance

According to official news, Lido announced an adjustment to the EarnETH Vault fee structure, reducing the fixed management fee from the original 1% to 0.2%, while increasing the performance fee from 10% to 15%.In the future, the maximum fee will be 0.5% management fee + 20% performance fee, and the specific rates will be adjusted based on Vault performance. The current actual fees charged will continue to be displayed on the EarnETH Vault interface.

HashKey Holdings Limited announced its unaudited consolidated interim results for the six months ended June 30, 2026, on August 27. During the reporting period, revenue was HKD 342.5 million, a year-on-year increase of 20.6%; gross profit was HKD 207.5 million, a year-on-year increase of 12.5%; gross margin improved from 51.0% in the second half of 2025 to 60.6%; adjusted losses narrowed by 21.0% to HKD 314.8 million.Revenue from transaction facilitation services was HKD 267.9 million, a year-on-year increase of 38.6%. Platform transaction volume reached HKD 2,822 billion, a year-on-year increase of 31.8%, of which institutional transaction volume was HKD 2,315 billion, a year-on-year increase of 58.8%, accounting for 82.0% of total transaction volume. The on-chain RWA TVL reached HKD 2,678.5 million, a year-on-year increase of 167.8%, and completed Hong Kong's first real estate RWA project and the first regulated silver RWA token. The asset management scale was HKD 5,941.2 million, with segment revenue of HKD 38.84 million, launching stablecoin and Bitcoin financial products as well as the industry's first Bitcoin mining power fund.HashKey was established in 2018 and listed on the Hong Kong Stock Exchange on December 17, 2025. Its business covers transaction facilitation, on-chain services, and asset management. During the period, its wholly-owned subsidiary signed a framework agreement for the acquisition of Singapore's Asia Pacific Exchange, HashKey Capital made a strategic investment in Vietnam's CAEX and led the B+ round of SignalPlus, while deepening cooperation with JPMorgan, DBS, and others.

According to Gate market data, Okta's US stock rose 19.3% in pre-market trading due to its second-quarter performance exceeding expectations.

Charu Chanana, Chief Investment Strategist at Saxo Markets, stated that Nvidia's performance strongly validates the investment logic in artificial intelligence infrastructure. She pointed out that as capacity continues to expand, storage, networking, optical communication, power infrastructure, and some cloud service providers will benefit, but the market increasingly needs to see that AI investments can yield returns.Storage remains one of the clearest beneficiary areas, and Nvidia's profit margin guidance confirms that supply remains tight. After Nvidia's earnings announcement, Asian storage chip stocks generally rose. However, Chanana added that the next phase of the storage chip market will increasingly depend on AI demand and whether the storage capacity of each accelerator can absorb the continuously increasing supply capacity, rather than solely relying on supply shortages to drive price increases.

According to Gate market data, after-hours trading on Wednesday for U.S. stocks saw Nvidia's new quarterly results continue to exceed market expectations, with a forecast of approximately 70% sales growth for the next fiscal year, driving AI concept stocks higher in after-hours trading.The storage sector collectively strengthened, with SK Hynix rising 4.48%, SanDisk up 3.71%, Micron Technology up 3.67%, Seagate Technology up 3.15%, and Western Digital up 3.11%. The Neocloud sector saw widespread gains, with Nebius up 6.27%, CoreWeave up 4.76%, Applied Digital up 3.26%, and both IREN and Core Scientific up 3.16%.Optical communication stocks rose across the board, with Applied Optoelectronics up 4.25%, Marvell Technology up 4.08%, Credo up 3.78%, Coherent up 3.35%, and Astera Labs up 3.34%. Semiconductor stocks also strengthened, with Arm up 4.18%, Marvell Technology and Nvidia both up 4.08%, Lam Research up 2.65%, and KLA up 2.42%.

NVIDIA CEO Jensen Huang stated that the company has never provided performance guidance a year in advance.

Salesforce's stock price rose 12% in after-hours trading on the U.S. stock market, as its reported performance and guidance exceeded Wall Street expectations. The company's second-quarter revenue was $11.35 billion, with a net profit of $3.53 billion, an 87% year-over-year increase. It gained $2.6 billion from its investment in Anthropic.For the third fiscal quarter, adjusted earnings per share are expected to be between $3.42 and $3.44, with revenue between $11.42 billion and $11.5 billion. The full-year earnings per share are expected to be between $16.67 and $16.71, with revenue between $46.1 billion and $46.4 billion.

Bitcoin has risen about 24% in the past week, approaching $79,000, marking its best performance of 2023. Ethereum has increased about 30% during the same period, surpassing $2,500, but the Total3 index, excluding Bitcoin and Ethereum, fell back after a morning surge, currently around $753 billion, recording a decline over the week.Bitcoin's dominance briefly rose to about 61% this week before falling back to around 59%, close to its yearly high. The CoinMarketCap altcoin season index is at 46, far below the 75 threshold that defines altcoin season, indicating that most altcoins have underperformed Bitcoin over the past 90 days.This round of market activity is mainly driven by the U.S. Treasury's announcement to double the long-term bond repurchase scale from $2 billion to $4 billion, with a weaker dollar prompting funds to flow into Bitcoin as a hedge against inflation. Trump subsequently met with crypto executives at the White House and pushed Congress to pass the Clarity Act. After Bitcoin broke through $70,000, it triggered a short squeeze, with Bitget Wallet research analysts estimating that over $4 billion in crypto shorts were liquidated within two to three days. If it continues to break through $80,000, it may open the way to $82,000 to $87,000.

Chairman of BitMine, Tom Lee, stated on CNBC that next week could be a turning point for the stock market. Currently, AI stock trading has stagnated, mainly suppressed by concerns over data centers and political opposition in the United States.The key issue is whether confidence in AI can return after the stagnation. If NVIDIA CEO Jensen Huang can demonstrate that the demand for AI computing power remains strong at the upcoming event, it will help to reinject confidence into the market and drive the AI sector out of its consolidation.Tom Lee also emphasized that uncertainty surrounding the Federal Reserve continues to accumulate, and the upcoming public appearances of a series of Federal Reserve officials will become another significant market signal. The S&P 500 has recently hovered around 7678 points, with a cumulative decline of about 1.4% this week, as the market grapples with dual concerns over the sustainability of AI capital expenditures and the path of monetary policy.Next week's positioning is a key window to observe the market's directional choice. Whether the signals of AI demand can resonate with expectations of Federal Reserve policy will determine the short-term direction of risk assets.

According to market news, Strive's SATA fundraising amount is expected to be sufficient to purchase more than 160 bitcoins.

Crypto KOL Ansem stated in a podcast that Robinhood is a potential dark horse in this market cycle, due to its public support for on-chain activities (including meme coins and RWA) and its rapid listing of tokens.Ansem believes that Robinhood's proactive stance may attract more retail liquidity and innovative projects, highlighting the traditional financial platform's quick adaptation to the crypto space.

AI chip startup Etched recently completed a $700 million financing round at a valuation of $21 billion, but its technology claims are facing industry skepticism. The well-known hacker George Hotz's AI computing team, the tiny corp, publicly criticized Etched's marketing approach: there are many investors, orders, and hardware photos, but there is too little third-party data to truly verify performance.Etched's core selling point is LVI (Low Voltage Inference) technology, claiming it allows trillion-parameter sparse MoE chips to run at over 80% of theoretical peak computing power (MFU). Chip design professional Wesley Yue raised technical doubts about this: high MFU does not necessarily represent absolute performance—if the chip's peak computing power is low, even with an 80% utilization rate, actual performance may still lag behind competitors. Yue believes that Etched's design "does not make sense from first principles" and may be a result of repackaging after its early Transformer ASIC faced power consumption issues.Etched has not yet disclosed complete computing power, power consumption, and third-party benchmark data; the official website only states that "early customer tests have reached leading levels," and detailed performance data will be "released later." There is currently no evidence to prove that Etched is fraudulent. Etched has not publicly responded to this matter.

Cerebras released its fourth-generation AI inference system CS-4 this week, based on the same 5nm WSE-3 wafer, achieving double the performance by doubling the clock frequency and power consumption. A single CS-4 cabinet accommodates 3 wafers (CS-3 has 2), featuring a modular "backpack" design that simplifies manufacturing and deployment, with a TDP of approximately 125 to 135kW. The CS-4 can provide an inference speed of nearly 4000 tokens/second/user, about twice that of the CS-3, and supports decomposed inference with heterogeneous systems such as AMD and AWS Trainium.Cerebras claims that the CS-4 offers about 2000 times the on-chip memory bandwidth of NVIDIA's Rubin (43PB/s), but the 44GB SRAM capacity remains unchanged, and long-context inference still requires multi-wafer stacking. For example, with the DeepSeek V4 Pro (1.6T parameters), approximately 20 systems are needed for a 1M context window, and about 40 systems are required for 256 concurrent users, corresponding to a CAPEX exceeding 20 million USD. Cerebras is collaborating with clients such as OpenAI and plans to achieve approximately double performance improvements each year, aiming for a 20-fold throughput increase by 2027. The "backpack" cabinet design of the CS-4 will continue into the next-generation "Nexus" platform.

Bitcoin News posted on platform X that BlackRock found through an analysis of the rolling 10-year period ending May 2026 that allocating 1% or 2% of Bitcoin in a traditional 60/40 portfolio can enhance the assumed annualized return and improve risk-adjusted performance.The analysis shows that the Sharpe ratio of the traditional 60/40 portfolio is 0.81; after allocating 1% Bitcoin, the Sharpe ratio rises to 0.9; after allocating 2% Bitcoin, the Sharpe ratio rises to 0.96. The portfolio with a 2% Bitcoin allocation also generates an alpha of 1.85% with a maximum drawdown of 20.9%; the traditional 60/40 portfolio has a maximum drawdown of 20.3%.BlackRock stated that Bitcoin remains a "unique portfolio diversification tool and currency alternative option," and long-term investors may increasingly consider moderate Bitcoin allocations outside of traditional holdings.

DWF Labs posted on X that, based on fund size, the ETH spot ETF has outperformed the BTC spot ETF in terms of fund flows since June. In June, the net outflow of the ETH ETF accounted for 4.65% of the fund size, lower than the BTC ETF's 8.09%; in July, the net inflow of the ETH ETF accounted for 3.19%, while the BTC ETF was 0.34%, making the former approximately 9.4 times that of the latter.DWF Labs pointed out in May that institutions generally lacked interest in ETH, and net fund flows gradually decreased. However, this trend began to change in the past few weeks.

Upbit operator Dunamu announced its performance for the second quarter of 2026, with quarterly revenue of 173.5 billion won (approximately 12.3 million USD) and operating profit of 23.5 billion won (approximately 1.665 million USD), a decrease of about 26% and 73% respectively compared to the first quarter.In the first quarter, Dunamu's revenue was 234.6 billion won (approximately 16.6 million USD) and operating profit was 88 billion won (approximately 6.234 million USD). Dunamu stated that the decline in performance this quarter was mainly affected by the overall liquidity contraction in the global digital asset market, leading to weakened investor sentiment.

B.AI platform announces the official launch of Grok 4.6 on the B.AI API. Compared to Grok 4.5, the new version achieves a comprehensive leap in complex task handling, deep reasoning, and overall intelligence level, demonstrating significant leading performance in the GPDVal-AA V2 evaluation, further expanding the application boundaries in large-scale reasoning and high-difficulty task scenarios. This launch simultaneously opens up dual-channel access for "official" and "self-selected service providers," and introduces an exclusive 40% discount for both official and self-selected service providers, enabling developers to easily access Grok 4.6 with more flexible choices and lower costs, enjoying cutting-edge AI computing power. Starting today, users can experience the upgraded capabilities through the B.AI API.

According to SoSoValue data, the overall cryptocurrency market sector shows a slight upward trend, with Bitcoin (BTC) rising 0.57%, breaking through $65,000; Ethereum (ETH) rising 0.48%, breaking through $1,900. The meme sector performed outstandingly, rising 0.36% in 24 hours, with Tutorial (TUT) rising 52.38%, Pump.fun (PUMP) rising 11.39%, and Pepe (PEPE) and FLOKI rising 2.47% and 2.81%, respectively.In other sectors, the Layer1 sector rose 0.27% in 24 hours, with Solana (SOL) rising 1.44%; the PayFi sector rose 0.25%, with Monero (XMR) rising 3.8%; the CeFi sector rose 0.14%, with Aster (ASTER) rising 1.59%; the Layer2 sector fell 0.23%, with zkSync (ZK) rising 2.41%; the DeFi sector fell 0.91%, with Curve DAO (CRV) rising 6.39%; additionally, the AI sector fell 1.76%, but Worldcoin (WLD) rose 6.61%; the GameFi sector fell 3.97%, with Audiera (BEAT) falling 6.65% and WEMIX falling 3.08%.The cryptocurrency sector indices reflecting historical market trends show that the ssiNFT, ssiMeme, and ssiAI indices rose 2.85%, 0.63%, and 0.6%, respectively.

According to The Block, research firm Bernstein reaffirmed its "Outperform" rating and maintained a target price of $140 after Circle announced its Q2 2026 financial results, believing that the company's latest performance constitutes a "reverse validation" of the market's bearish views. Bernstein analysts stated that the market currently underestimates USDC's long-term growth potential and Circle's advantages in distribution channels, liquidity, and regulatory compliance, due to two major core concerns regarding Circle—intensifying competition in stablecoins and changes in the interest rate environment that may affect reserve income.Investors may not have fully accounted for the future revenue opportunities from transaction fees, partner ecosystems, and the Arc blockchain that Circle could generate. The firm specifically pointed out that several infrastructure initiatives recently advanced by Circle, including obtaining a national trust bank license in the U.S., expanding the Circle Payments Network, and the planned launch of the Arc public chain mainnet on September 16, could all become future growth drivers. Additionally, Bernstein noted that Circle has raised its guidance for other revenues and profit margins after deducting distribution costs for 2026, expecting to confirm approximately $180 million in Arc token presale revenue.Analysts believe that future staking yields, gas fees, and ecosystem partnership revenues from Arc have not been fully reflected in current valuation expectations. As of the end of Q2, the circulating supply of USDC was $73.3 billion, a decrease of 5% from the previous quarter but an increase of 19% year-over-year. Bernstein believes that Circle is shifting from a purely crypto trading infrastructure to payments, real-world asset (RWA) tokenization, and broader financial infrastructure, which will drive USDC into the next phase of growth. Circle's stock closed at $63.28 on Wednesday, and Bernstein's target price of $140 implies a potential upside of about 121%.