Title: 🇺🇸 Unprecedented! The Trump family obtains a federal bank charter and can issue their own coin? Everyone, we have to talk about the big news in the overseas financial circle recently! On August 15, 2026, the U.S. Office of the Comptroller of the Currency (OCC) conditionally approved the federal trust bank charter for World Liberty Trust Company, supported by the Trump family. This is the first time in U.S. history that a sitting president's family business has obtained a bank charter. Here are the key points: 1. The stablecoin USD1 issued by his family business World Liberty Financial now has a market value of $4 billion, making it the fourth largest stablecoin globally. After obtaining the charter, they can issue and custody it themselves without relying on the third party BitGo. 2. Three days before Trump took office, he issued a TRUMP meme coin named after himself. The price has since dropped from a high of $76 to $1.7, a 97% decline. 810,000 wallets have collectively lost $2 billion, while the Trump family earned over $1.4 billion just from transaction fees and licensing fees. 3. The controversy is huge: on one hand, Trump signed policies favorable to the crypto industry; on the other, the family project is making massive profits. Democratic lawmakers have directly condemned this as "the most shameless self-dealing," and foreign capital has invested in his projects through shell companies, with opaque fund flows. $BTC $ETH $SNDK #BTC成交萎缩，ETF买盘能否回暖

🤯 Rare to see! Huang bottoming out Intel? Nvidia's Q2 holdings make a big turnaround! Family, Nvidia's latest 13F holdings report is out! As of the end of Q2 2026, Huang Renxun's (Jensen Huang) cards in hand are truly shocking! 🃏 This move is completely unconventional! 🍎 Biggest highlight: From archrival to "favorite"? Can you believe it? Nvidia's largest holding is actually Intel ($INTC)! 💰 The holding market value is about $30 billion! The once "blue factory" has now become Huang's favorite, this "love-hate" drama is unexpected. 🚀 Rising star: Boosted by the Musk concept The second largest holding is $SPCX, with a market value of about $21 billion! This investment actually originated from a $10 billion injection into Musk's xAI at the beginning of the year, and later, as xAI merged into SpaceX, Huang conveniently boarded Musk's rocket! 🛰️ 📊 Other core holdings (water seller strategy?): Huang also heavily invested in AI infrastructure upstream and downstream: 🔹 $CORE Weave: about $4.7 billion (AI cloud services) 🔹 Corning (Coherent): about $3.07 billion (optical communications) 🔹 Nokia: about $2.21 billion (network equipment) 🔹 Synopsys: about $2.15 billion (chip design software)#30年期美债收益率创2007年以来新高 #黄金站上4430美元，期权资金转向看涨

🤔 Metaplanet strikes again! Using 2100 $BTC to "transform" a Nasdaq company, what's the strategy behind it? On August 18, Japanese Bitcoin treasury company Metaplanet announced it would inject 2100 BTC and $2.5 million cash into Nasdaq-listed company Super League (SLE), which will be renamed "Superplanet." This is not just an investment, but more like a carefully planned "model export." 🧐 In-depth analysis: Metaplanet's "dimensionality reduction strike" 1. From "HODLing coins" to "exporting the model" Metaplanet itself has accumulated an astonishing reserve of 43,000 BTC through the strategy of "issuing more shares to buy coins." Now, it is beginning to replicate this "Bitcoin Treasury (DAT)" model externally. Transforming an existing listed company is faster and more efficient than starting an IPO from scratch. 2. Precise capital allocation Metaplanet follows strict discipline: it only issues new shares to finance coin purchases when the stock price is higher than its Bitcoin net asset value (mNAV > 1). This shows the management deeply understands capital market rules and knows how to expand at the most advantageous time. 3. Embracing regulation, connecting two worlds By operating on Nasdaq, Metaplanet cleverly links crypto assets with traditional financial markets, providing a new model for more traditional funds seeking compliant paths to enter the crypto world.

🚀 $TSM TSMC is going crazy! A16 backside power supply black technology! 🔥 TSMC is showing off its muscle again! With the epic A16 process, it directly leaves competitors behind by a whole step! 🤔 What's so impressive? Simply put: it "flipped" the chip circuit power supply to the backside! Previously, chip power supply and signal lines were crowded on the front side, causing congestion, disorder, and high power consumption. 🚗⚡️ TSMC's SPR backside power supply moves all the "wires" to the back! It's like building an "exclusive underground power supply tunnel"! 🚇 ✅ Incredible benefits: 1. Performance boost: 8%-10% speed increase at the same power! 🚀 2. Super power saving: 15%-20% power reduction at the same speed! 🔋 3. Seamless integration: achieved without major architecture changes! In contrast, $INTC and $SAMSUNG have to start over, a clear difference! 👏 🍎 Who's most excited? Apple and Nvidia! Apple has already reserved the first batch of capacity, securing future iPhone/Mac performance! 📱 Nvidia's next-gen AI graphics cards will also adopt this, with explosive computing power! 🤯 With this "great shift," TSMC once again firmly holds the lead as the chip foundry "big brother" #30年期美债收益率创2007年以来新高 #黄金站上4430美元，期权资金转向看涨

$BTC Bitcoin is testing the pivot point of $64,000 again. BTC price once dropped to a low of $63,000, then found buyers and rebounded to $64,529, followed by selling pressure, finally stabilizing around $64,000. This level is the most important right now. Hold at $64,000 first, then watch $65,000, and then $65,700. If it can successfully reclaim $65,700, this will be a significant structural shift and open the door to reclaiming $67,200. But if the $64,000 level fails, I expect another drop back to $63,000. A 4-hour close below $63,000 means the rebound is invalid. Then I estimate it will go down to $61,000. For me, this map is simple: $63,000 = bottom price $64,000 = pivot point $65,700 = confirmation $67,200 = next major resistance Bitcoin price has rebounded. Now it needs to prove the correctness of this move. I’d rather wait for confirmation than blindly chase. #30年期美债收益率创2007年以来新高 #闪迪收涨逾8%，长期协议受关注 #黄金站上4430美元，期权资金转向看涨

So, we only need to track the MLCC cycle: ComponentNews has classified the shortage level of multilayer ceramic capacitors (MLCC) for servers as "severe," as reported by ETNews: According to DigiKey's shipment data, the delivery cycle for some high-capacitance MLCCs from $SAMSUNG Samsung has reached about 40 weeks. Earlier this year, broader reports showed a runtime of about 20 weeks, so the MLCC bottleneck issue for AI servers continues to worsen. - Murata was about 24 weeks pregnant in June. In July, some babies were about 30 weeks gestational age. Now some babies have reached about 36 weeks gestational age. This is interesting: "The expansion plan for new capacity will be postponed from Q4 2026 to 2027." It didn't specify which company's expansion project... maybe Murata? But if the capacity expansion project really stalls, the bottleneck issue should become more severe in the short term. Delivery cycles are a good way to track demand imbalances. #财报观察员：小米即将发布财报，你更看好哪条业务线？ #30年期美债收益率创2007年以来新高 #闪迪收涨逾8%，长期协议受关注

💣 US Treasury bonds exploded! Is your money still safe?  US debt has surpassed $40 trillion, with the 30-year yield soaring to 5.27%, a 19-year high! The UK isn't doing much better, with debt close to 95% of GDP and borrowing costs the highest in the G7. The whole world is borrowing crazily 💸 Impact on various assets 👇 📉 US Stocks: High interest rates are pulling funds away, corporate financing costs are soaring, and the three major indexes are collectively under pressure $SNDK ₿ Crypto: $BTC Bitcoin is fluctuating around $63,000, with a risk-free yield of 5% available, making institutions more inclined to earn passively 🥇 Gold: $XAU is actually the winner! US Treasury credit is shaky → central banks worldwide are hoarding gold aggressively, with gold prices up over 26% this year In short: The higher US debt goes, the more the dollar's credit cracks, gold is bullish in the long term, and risk assets face short-term pressure #30年期美债收益率创2007年以来新高 #闪迪收涨逾8%，长期协议受关注 #黄金站上4430美元，期权资金转向看涨

🔥AI servers are crowding out production capacity, causing a surge in the consumer-grade MLCC shortage! 📊 Core data overview: ● 22µF / 47µF MLCCs (consumer/general models) are completely out of stock, with some manufacturers halting orders ● July 6: The AI high-end MLCC production crowding effect spreads to automotive and consumer markets ● July 28: Monthly shipments by Japanese and Korean MLCC suppliers hit record highs, with consumer-grade orders surging ● August 12: Trendforce confirms capacity shifting from consumer-grade to AI-oriented products 📈 Key beneficiaries: ● $MU (Micron): Dual benefits from AI storage + MLCC ● Samsung Electro-Mechanics (009150.KS): Biggest winner in AI server MLCC capacity ramp-up ● $SKHY SK Hynix (000660.KS): HBM + MLCC linkage ● Taiyo Yuden (6976.T): Large overall MLCC share, small AI share, biggest beneficiary of spillover effect ⏰ Timeline forecast: ● Second half of 2026: Consumer-grade MLCC shortage begins to appear ● Early 2027: Bottleneck fully erupts, similar to the DRAM Vietnam War market ● Late second half of 2027: Supply-demand conflict peaks 💡 Investment logic: AI server MLCC usage per unit is 10x+ that of traditional servers