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According to Catcher Predict monitoring, in the "Bitcoin August Price Prediction" event on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "Breakthrough $65,000" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 88% (a fluctuation of 38%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "WTI Crude Oil August 2026 Price Prediction" on the prediction market Polymarket, the "Yes" option in the sub-market "Below $75" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 88.5% (a fluctuation of 38.5%). Please note the impact of related breaking news.

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 report, 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—intensified 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 will bring. 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 the current valuation expectations. As of the end of Q2, the circulating supply of USDC was $73.3 billion, a 5% decrease from the previous quarter but a 19% increase year-over-year. Bernstein believes that Circle is transitioning 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 approximately 121%.

According to Bloomberg, SpaceX's stock performed relatively steadily on Thursday, following the expiration of a lock-up agreement that restricted insiders from selling shares, involving the release of approximately 911.5 million shares, valued at about $100 billion based on current estimates.Trading data shows that SpaceX's stock price fluctuated within a range of less than 3% in the early morning, as the market digested the potential selling pressure from this large-scale share release. In the first 30 minutes after the market opened, the trading volume approached 93 million shares, accounting for about 40% of the total trading volume from the previous trading day.This release occurred shortly after SpaceX's first financial report was published. Previously, due to concerns from investors about the company's investment in artificial intelligence being higher than expected, SpaceX's stock price had dropped by about 14%. However, most Wall Street analysts still maintain a long-term optimistic view of the company.The market's focus includes SpaceX's future investment plans in AI, satellite internet, and mobile communications. Although facing short-term capital expenditure pressures, analysts believe that the company's leading position in rocket launches, the Starlink satellite network, and the commercial space sector remains an important factor supporting its long-term valuation.This stock release, valued at approximately $100 billion, has also become an important event for the market to test investor confidence after SpaceX's listing. The stock price did not experience significant fluctuations, indicating that the market had certain expectations regarding the liquidity release for internal shareholders.

According to Gate market data, SpaceX's stock price rose by over 5%, reaching a new high during the trading session.

According to the announcement from Yushu Technology, after the issuer and the sponsor (lead underwriter) conducted a comprehensive assessment based on the preliminary inquiry results, considering the company's reasonable investment value, the valuation levels of listed companies in the same industry, the valuation levels in the secondary market of the industry, as well as factors such as the effective subscription multiple from offline investors, market conditions, fundraising needs, and underwriting risks, it was mutually agreed that the issuance price for this offering would be 150.80 yuan per share, and there will be no cumulative bidding inquiry for the offline issuance.

The founder of the Liebit Mining Pool (B.TOP), Jiang Zhuoer, made a prediction about the bottom of this bear market based on the previous three rounds of Bitcoin bull and bear cycles: "According to historical data fitting, the decline ratios for the four cycles are: 86.9%, 84.1%, 77.6%, 65.1% (this round prediction), corresponding to a BTC price of $44,016, expected to occur on October 31."

CryptoQuant analyst Abramchart stated that Bitcoin recorded one of the largest inflows of funds in history, with over 38,000 Bitcoins transferred to wallets typically associated with long-term holders and over-the-counter settlements. This seems to be good news. However, when combining this data with the actual prices of accumulation addresses, the situation becomes more complex. The average cost of these accumulation wallets is currently around $70,000, while Bitcoin's trading price is close to $64,000.This creates two possible scenarios: Bullish: Whales are actively accumulating in hopes of profiting in the next round of price increases. A situation worth noting: Some purchases may be aimed at lowering the average entry price so that when Bitcoin returns to the $70,000 range, they can exit at a price close to cost. In other words, today's accumulation does not necessarily mean long-term holding. It may also represent a strategic layout before reaching the breakeven point. Abramchart believes that the inflow of funds is undoubtedly substantial and worth close attention, but the $70,000 transaction price may become an important decision point. Whether these funds continue to accumulate or begin to diversify investments around this price level will provide clearer signals for the next major trend.

According to Jinshi reports, U.S. President Trump stated at an event in Las Vegas on August 5 local time that oil prices have recently fallen and stabilized, "we may have to let it rise again," but he "hopes it won't come to that." Trump did not further explain the meaning of this statement.The Associated Press analysis pointed out that although Trump has repeatedly assured that the conflict with Iran is about to end, oil prices typically rise again with the resurgence of hostilities between the two sides.

According to Gate market data, NVIDIA's stock price has risen over 4%, currently reported at $220.43 per share, reaching a new high since June 4, with a total market capitalization of $5.33 trillion. NVIDIA's stock price has increased for 5 consecutive days.

According to CryptoQuant analyst Novaque Research, the Federal Reserve voted 9 to 3 on July 29 to maintain the interest rate target range at 3.50% to 3.75%. However, maintaining the interest rate is different from cutting rates and did not bring new liquidity stimulus, and Bitcoin's internal demand indicators reflect this constraint.Novaque stated that the Coinbase premium index continues to be deeply negative, close to -0.11, indicating that Bitcoin's pricing on Coinbase is weaker than on offshore platforms, pointing to sluggish spot demand in the U.S.; total open interest remains below the 100-day moving average, and CME options exposure has significantly contracted from the peak in the first quarter; exchange reserves have rebounded from the April low to about 2.72 million BTC, indicating an increase in supply that can be sold at any time. It believes that against the backdrop of weak demand in the U.S., simply pausing interest rate hikes can only prevent further tightening and cannot create a favorable environment for price increases, and Bitcoin prices will remain under pressure in the short term.

According to the ranking data from RootData stock derivatives exchanges, as of the time of writing, the top three exchanges with the largest spreads among the Top 20 are BingX, OrangeX, and Aster, with spreads of 0.299%, 0.281%, and 0.182%, respectively.In addition, KuCoin has a spread of 0.133% and Phemex has a spread of 0.142%, both exceeding 0.1%.It is reported that this spread is the weighted average spread based on the 24-hour trading volume, and a higher value usually indicates higher trading costs.

According to South Korea's Digital Daily, Apple has recently negotiated with Changxin Memory Technologies (CXMT) on the supply prices of mobile DRAM such as LPDDR5X to reduce costs for the next generation of iPhones and smart devices, but was rejected. Changxin Memory insists on maintaining a price level comparable to or even higher than that of Samsung Electronics and SK Hynix, breaking Apple's usual bargaining advantage as an end manufacturer.The report analyzes that Chinese terminal companies such as Huawei and Xiaomi have locked in a large amount of Changxin Memory's production capacity through long-term high-price contracts, providing a solid price defense line in the domestic market. Meanwhile, Samsung Electronics and SK Hynix are facing reduced supply of general DRAM due to the continuous expansion of HBM capacity, combined with Changxin Memory holding the price floor, significantly alleviating the shipping pressure and price decline risks for Korean manufacturers in the general DRAM sector, allowing them to focus resources on high-value AI storage products such as HBM4, LPCAMM2, and eSSD. Industry insiders expect that in the second half of the year, the operating profit margins of the Korean semiconductor camp and global market pricing power will further strengthen.

According to Jinshi reports, JPMorgan has raised the target price for SpaceX (SPCX.O) from $225 to $240.

The S&P 500 Index and the Nasdaq Index priced in Bitcoin have broken through the 200-week moving average for the first time since 2012. This level had previously constrained each round of stock gains relative to BTC.This change indicates that the parabolic rise of BTC relative to U.S. stocks may have come to an end.

Recently, the silver market has continued its upward trend, and the trading activity in the metal sector is heating up. According to market data from the Gate platform, silver (XAG) is currently priced at $60.93, with a 24-hour high of $61 and a 24-hour increase of 3.52%. According to CoinGlass data, the open interest for Gate XAG contracts has reached $85.4502 million, firmly ranking among the top two in the industry.

According to Jinshi News, Piper Sandler has lowered the target price for SpaceX (SPCX.O) from $156 to $140.

According to Jinshi, U.S. President Trump stated that energy prices will decrease, and businesses should start lowering prices.

Palantir's second-quarter revenue and adjusted earnings per share both exceeded market expectations, with the stock price rising nearly 30% in after-hours and the following day's trading. According to CoinGlass data, the current total contract value of PLTR across the network is approximately $38.1997 million. From the platform distribution perspective, tradeXYZ, Binance, and Bitget rank in the top three in terms of open interest, among which:tradeXYZ: approximately 69,000 PLTR, corresponding to a value of about $11.0056 millionBinance: approximately 57,200 PLTR, corresponding to a value of about $9.1368 millionBitget: approximately 26,400 PLTR, corresponding to a value of about $4.2124 million