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NEWS DAILY · Daily News 2026.08.19 Wednesday 🧭 Crypto Market 1️⃣ BTC has reclaimed $64,000 and briefly surged above $65,000. The perpetual contract funding rate has risen to a 20-month high, and derivatives activity has noticeably increased ahead of the meeting between Trump and crypto executives. Great news, finally BTC is not crashing along with the US stock market. 2️⃣ US spot crypto ETFs saw a net outflow of about $385 million in a single day, diverging from the market rebound. Institutional funds have yet to confirm a return. The current rebound is mainly driven by derivatives and short-term funds. ETF fund flows remain the key indicator to judge whether the trend can continue; daily tracking of inflows and outflows is recommended. 3️⃣ ETH is fluctuating repeatedly between $1,850 and $1,900. The spot ETH ETF has had net inflows for five consecutive weeks, while Bitmine's holdings approach 5% of ETH's total supply. ETH has not been as strong as BTC recently, but fortunately, it has not crashed with the US stock market. 4️⃣ Trump's Truth Social, through Yorkville, has submitted registration documents for a Bitcoin ETF and Cronos staking fund to the SEC. The political brand is accelerating its entry into crypto asset management. The continuous expansion of products within the regulatory channel is favorable for long-term capital inflows, but the probability of the CLARITY Act passing this year has dropped to about 10%, and legislative uncertainty still suppresses sector valuations. 📌 US Stock Market 1⃣ The three major US stock indices closed lower for the third consecutive trading day. The Nasdaq fell sharply by 1.33%, the S&P 500 dropped 0.69%, and the Dow fell 116.38 points to 53,343.39. The 30-year US Treasury yield rose to a 19-year high since 2007. Under the "double hit" of stocks and bonds, high-valuation growth stocks are under the most pressure. Short-term focus is on whether long-term yields can peak and retreat. 2⃣ The semiconductor sector was severely hit, with the Philadelphia Semiconductor Index plunging about 5% in a single day. Memory and optical communication stocks led the decline, with Micron down 7%. The AI hardware chain, which had large gains earlier, is seeing concentrated profit-taking. High volatility in the sector may continue until Nvidia's earnings report is released, also affecting sentiment in the A-share computing power chain. 3⃣ Global long-term government bonds continue to be sold off. Wall Street institutions generally believe this round of bond market sell-off is unlikely to end soon. Traders have begun hedging against the risk that the Fed will delay rate cuts until 2027. Sticky inflation combined with supply pressures is causing a "passive rate hike" effect to ferment, leading to a revaluation of rate-sensitive assets. 4⃣ International oil prices have risen for the third consecutive day, with WTI approaching $84.5, hitting a two-week high. Spot gold has fallen back to around $4,330 due to soaring US Treasury yields. High oil prices reinforce sticky inflation expectations, energy stocks are relatively resilient, while precious metals are temporarily suppressed by rising real interest rates. 5⃣ The US's 50% tariff on Canadian goods took effect at midnight, raising market concerns that tariff costs will further push up inflation. North American supply chain-related sectors are under pressure, with automotive, lumber, and agricultural product chains being key areas to watch. 6⃣ Nvidia's earnings report and the Jackson Hole central bank annual meeting are scheduled this week, becoming a major test for the high-level US stock market. The market is focused on AI capital expenditure guidance and Fed rate path statements; any disappointment could amplify the current adjustment. 🌍 International Highlights 1⃣ Trump reversed his stance, saying there are "no negotiations" between the US and Iran, claiming all mines in the Strait of Hormuz have been cleared, marking the strait on the map as "new US territory," and threatening to "bomb hard" if Oman obstructs negotiations. The 60-day ceasefire memorandum expired on August 17, raising the risk of full-scale conflict in the Middle East, becoming the biggest geopolitical variable in the global market. 2⃣ Shipping costs in the Strait of Hormuz have spiraled out of control, with VLCC supertankers charging up to $31 million for a one-way trip. Daily earnings on the Middle East to China route once exceeded $500,000. The UAE also announced suspension of trade and financial dealings with Iran. The sharp rise in energy transport costs is transmitting through oil prices to global inflation, further complicating central bank policies worldwide. 3⃣ Multiple meteorological agencies warn that this El Niño event is likely to be the strongest on record. South Korea has experienced record-breaking heavy rains, and extreme weather topics have trended across multiple platforms. Global food production declines and food inflation risks are rising, making agricultural products and food security concepts key areas of investor focus. 💻 IT · AI Technology 1⃣ OpenAI announced a slowdown in frontier model training pace. After an AI autonomous network attack on Hugging Face, it is comprehensively overhauling security protocols, expanding multi-stage chain-of-thought monitoring, causing some workloads' costs to rise by 20%. This is the first time a leading lab has proactively paused capability advancement for security reasons, marking AI security governance moving from slogan to real execution. 2⃣ Humanoid robot company #Unitree Robotics officially went public today, becoming the most expensive new stock this year and breaking multiple records. Previously, its "Superman" robot could jump 2 meters vertically and run at a top speed of 12.66 meters per second. Looks like others can only watch while it enjoys the spotlight. 3⃣ DeepSeek launched the open-source Agent framework Harness, gaining over 95,000 GitHub stars within two days. Its "everything is a plugin + skill pack" architecture and 99% cache hit rate have ignited the developer community. The ecosystem already has nearly 600 plugins. Competition in open-source Agent infrastructure is heating up and may replicate the industry cost structure impact caused by DeepSeek's model open-sourcing.

NEWS DAILY · Daily News 2026.08.18 Tuesday 🧭 Crypto Market Focus 1️⃣ The US spot BTC ETF saw a net outflow of about $390 million last week. BTC has been trading sideways between $63,000 and $64,000 for nearly five weeks. On Monday during the Asian session, it briefly rose above $64,000, giving the impression it won’t fall further. Short-term advice is to control leverage and adopt a range-bound strategy, with key attention on whether ETF fund flows can turn positive. 2️⃣ BTC and ETH ETFs continue to face pressure, while altcoin ETFs like SOL and XRP are attracting funds against the trend. SOL’s daily trading volume expanded to about $1.25 billion. The market is beginning to see capital rotation, but altcoins carry significantly higher volatility risk. 3️⃣ The FTX bankruptcy estate is distributing a new round of about $200 million worth of SOL. Previously, over 200,000 SOL were transferred to custody accounts, with about 5 million remaining to be handled. Although mainly completed through OTC trades, the ongoing release may suppress SOL’s medium-term performance. 4️⃣ Morgan Stanley’s BTC ETF has been listed for 85 days with a book loss of about $66.8 million but still received net subscriptions of $371 million. Continued institutional buying indicates the long-term allocation logic remains unchanged and provides some market support. 📌 Domestic Highlights 1️⃣ Wang Manyu defeated Wang Yidi 4-2 to win the women’s singles championship, with the national table tennis team finishing with 2 golds and 1 silver; in men’s singles, Lebrun defeated Harimoto Tomokazu 4-1 to claim the title. The women’s team maintained their advantage, while the men’s team’s performance sparked market discussion. 2️⃣ In July, residents’ deposits decreased by 630 billion yuan, with funds reallocating to wealth management, stock markets, and other assets. The "deposit migration" has drawn attention, making residents’ fund flows an important indicator for observing consumption and investment willingness. 3️⃣ CCTV exposed chaos in low-cost tours in Yunnan, where 999 yuan six-day five-night low-price groups were suspected of forced shopping. Relevant travel agencies have been investigated, bringing renewed focus on regulating low-cost tours in the summer travel market. 🌍 International Highlights 1️⃣ Ukraine launched the largest drone attack this year; Russia claims to have shot down 822 drones overnight. Russia also states it shot down over 1,400 Ukrainian drones within 24 hours. Both sides have escalated long-range strikes, putting negotiation prospects under pressure. 2️⃣ Global food inflation risks are rising. JPMorgan expects global food inflation to rise from 2.8% in the first half of this year to 5%, with emerging markets in South Asia, Southeast Asia, and Africa facing greater pressure. El Niño, fertilizer prices, and the situation in the Strait of Hormuz may further push up food prices. 3️⃣ Iran and the US have escalated confrontational rhetoric around the Strait of Hormuz, while multiple fronts in the Middle East remain tense. If the situation worsens, oil prices and global shipping costs may face upward pressure. 💻 IT · AI Technology 1️⃣ Anthropic’s Claude experienced widespread login and loading failures. As enterprises and developers increasingly rely on single AI services, the impact of such infrastructure failures is being amplified. 2️⃣ Stripe is reportedly planning to acquire OpenRouter for over $7 billion. If the deal goes through, it will be one of Stripe’s largest acquisitions, further indicating that AI model routing and invocation distribution infrastructure is becoming a new strategic entry point. 3️⃣ DeepSeek’s price increase alongside open source has drawn attention, with some API prices rising up to 1100%, causing a sharp drop in third-party platform call volumes; meanwhile, its open-source Harness framework gained 44,600 GitHub stars overnight. The balance between AI model API commercialization and open-source ecosystems has once again become an industry focus.

NEWS DAILY · Daily News 2026.08.14 Friday 🧭 Crypto Market 1️⃣ BTC continues to consolidate, direction choice approaching BTC has been oscillating between $63,000–$64,000, with volatility dropping to a two-year low. The US spot BTC ETF saw a net outflow of $61.16 million on Wednesday, while the ETH ETF saw a counter-trend inflow of $7.38 million. Short-term funds remain cautious, focusing on whether a breakout above $65,600 can be effectively achieved; leverage risk should be noted at the end of this low volatility period. 2️⃣ Russia advances compliant crypto trading The Russian central bank proposes opening compliant on-exchange trading of BTC, ETH, and USDT to retail investors, with an initial individual investment limit of about $58,000. Regulatory compliance is favorable for long-term incremental capital inflow, but has limited short-term impact on the market. 3️⃣ Miners continue selling, becoming potential BTC selling pressure Data shows that listed miners have reduced about 28,000 BTC since the beginning of the year, corresponding to approximately $1.78 billion in selling pressure. Coupled with ETF fund outflows, BTC has dropped about 27% this year. Going forward, attention should be paid to whether miner balances stabilize, which could be an important signal for a phase bottom. 4️⃣ Massive BTC short positions building, squeeze risk rising On-chain data shows four large traders collectively hold about $343 million in BTC short positions, with some positions already closed early. If BTC breaks key resistance upwards, it may trigger a chain of short liquidations; short-term focus should be on areas of concentrated forced liquidations. 📌 Domestic Highlights 1️⃣ Domestic refined oil prices lowered for the fifth time this year at 24:00 on the 14th; filling a tank is expected to save about ¥11. 2️⃣ The Ministry of Finance and Emergency Management Department urgently allocated ¥80 million in central natural disaster relief funds to support emergency rescue in Henan, Hubei, and Anhui. 3️⃣ The Ministry of Commerce decided to continue imposing anti-dumping duties on imported single-mode optical fiber originating from India for five years. 4️⃣ The central bank conducted a 1 trillion yuan, 6-month term outright reverse repo to release liquidity and stabilize the market. 🌍 International Highlights 1️⃣ US-Iran tensions continue to escalate Iran warned that if subjected to a nuclear strike, it will retaliate against US global bases and claimed full control over the Strait of Hormuz. The US formed a multinational drone task force and is preparing to deploy the USS Washington aircraft carrier to the Middle East. The Chinese embassy also advised local citizens to evacuate promptly. Geopolitical risks are heating up, potentially increasing volatility in energy and safe-haven assets. 2️⃣ US long-term Treasury yields remain under pressure The US Treasury completed a $42 billion 10-year bond auction with a winning yield of 4.683%; 10-year and 30-year Treasury rates are at their highest since 2007. High inflation and fiscal deficits continue to push long-end rates up, putting pressure on global risk asset valuations. 3️⃣ US plans to tighten scientific cooperation with China The White House proposes new rules restricting scientific cooperation with China; the US scientific community believes this may backfire and weaken US own research competitiveness. 4️⃣ Israel-Lebanon ceasefire framework hit again Israeli attacks in southern Lebanon caused multiple casualties; the Lebanese government accuses Israel of violating the ceasefire agreement. 💻 IT · AI Technology 1️⃣ DeepSeek intensive updates, Agent competition heats up DeepSeek open-sourced the intelligent agent framework Harness and launched the V4 Pro official version, enhancing Agent and image capabilities, and announced an API peak-valley pricing scheme, with off-peak prices only half of peak prices. AI Agent ecosystem competition accelerates further. 2️⃣ Google launches another price war Google released Gemini 3.7 Flash, focusing on strengthening coding and Agent workflows, with prices cut 50% compared to the previous generation. Large model competition is shifting from pure performance to price, efficiency, and practical application. 3️⃣ Domestic hard tech continues to attract funding Storage chip maker ChangXin Memory Technologies' market value surpassed Tencent, becoming China's highest-valued listed company; DeepSeek founder Liang Wenfeng participated in Yushu Technology's IPO subscription, with paper gains possibly exceeding ¥700 million. Domestic chip and robotics sectors continue to heat up. 4️⃣ Anthropic valuation approaches $2 trillion Anthropic's valuation may exceed $2 trillion, with a possible IPO launch as early as October this year. Capital market valuations of leading AI companies continue to set new records. I tested positive for COVID today, feeling terrible ε=(´ο｀*))) sigh, hope to recover soon.

NEWS DAILY · Daily News 2026.08.13 Thursday 🧭 Crypto Market 1️⃣ BTC continues sideways: US July CPI year-on-year 3.4%, month-on-month 0.1%, as expected, but BTC remains stuck in the $62,000–$66,000 range. BTC ETF net inflow is only $4.89 million, while ETH ETF sees a net outflow of $1.8 million, showing clear market hesitation. Meanwhile, listed mining companies have brought about $1.78 billion in selling pressure this year, basically offsetting ETF buying, with bulls and bears still tugging. 2️⃣ Goldman Sachs increases crypto asset management: Goldman Sachs plans to acquire NEOS Investments for up to $2.25 billion and integrate its Bitcoin and Ethereum options yield ETFs into its asset management system, as traditional finance continues to move closer to crypto assets. 3️⃣ BTC ETFs continue lowering thresholds: BlackRock reduces IBIT physical subscription/redemption threshold from $25 million to $1 million; Nasdaq also proposes removing the 25,000 contract position limit on crypto ETF options. ETF products keep expanding, which is generally positive for long-term capital inflows. 4️⃣ Frequent risk events in crypto circle: The case of Chinese crypto tycoon and crypto OG Ye Junde’s full-nude fall death continues to develop; investigation results have not yet been released. 📌 Domestic Highlights 1️⃣ Comrade Zhu Rongji passed away: The CPC Central Committee, Standing Committee of the National People's Congress, State Council, and National Committee of the Chinese People's Political Consultative Conference issued obituaries. 2️⃣ Closure of Pangdonglai’s old store in Xuchang draws attention; reportedly related to a sharp rent increase, surrounding merchants also affected by reduced foot traffic. 3️⃣ Marriage registrations continue to decline: Ministry of Civil Affairs data shows 3.275 million marriage registrations and 1.383 million divorce registrations nationwide in the first half of 2026. 4️⃣ Persistent heavy rainfall in many areas: Typhoon "White Dolphin" impact not fully over, new typhoon "Langka" formed; Henan, Xi’an, Hunan and other places continue to be affected by heavy rain and strong winds. This weather just won’t end... 🌍 International Highlights 1️⃣ Lakers may see the biggest sports deal in history: According to multiple sources, Lakers owner Walter plans to sell the team for about $12 billion to Josh Kushner and Bob Iger; if completed, it will set a record for professional sports club transactions. 2️⃣ US July CPI meets expectations: Year-on-year up 3.4%, month-on-month up 0.1%, cooling for the second consecutive month. After data release, the dollar strengthened and the yen weakened; market expectations for a September rate hike dropped from 55% a week ago to 40%. 3️⃣ US lifts federal government device TikTok ban: The US believes TikTok no longer poses a threat after business restructuring; after twists and turns, this ban finally loosens. 💻 IT · AI Technology 1️⃣ DeepSeek V4 Pro officially released: DeepSeek launched V4 Pro official version late at night, API updated simultaneously, Agent capabilities further enhanced, and Responses API supported. Some test results are close to or even surpass some leading overseas models; domestic large model competition heats up. 2️⃣ Honor releases Robot Phone: The first robot phone officially unveiled, starting at ¥9999, equipped with Snapdragon 8 Elite Gen5, 7060mAh battery, titanium alloy gimbal imaging architecture, and self-developed Yuguang H1 chip; sold out immediately upon launch, awaiting further reviews. 3️⃣ Grok 4.6 climbs charts again: xAI released next-gen Grok 4.6, ranking further up on the Artificial Analysis list and integrated by Cognition into Devin multi-model programming platform. Elon Musk even vowed to beat OpenAI and Anthropic; this AI large model arms race is truly intensifying.