Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Per monitoring by OnchainLens, whale address 0x2117 saw its 40x leveraged Bitcoin short positions partially liquidated four times in the past 24 hours. The address has had a total of 97.99 BTC liquidated, worth approximately $6.18 million, with a cumulative realized loss of around $298,800. Even so, the trader still holds 67.98 BTC (valued at roughly $4.26 million) in 40x leveraged short positions, with a current unrealized loss of about $179,200. Its liquidation price is only approximately $902 higher than the current BTC market price.

According to monitoring by Onchain Lens, the address "9oxDc" sold 8.06 million ANSEM tokens approximately 17 days ago at a price of $974.81. At the time of the sale, the project’s market cap stood at roughly $54,000 to $134,000. With ANSEM’s price surging sharply, the batch of tokens is now valued at around $2.39 million. Based on current prices, the trader missed out on approximately $2.389 million in potential profits due to selling too early.

This week, the digital asset industry’s discussions centered on topics including AI, the EU’s Markets in Crypto-Assets (MiCA) regulation, stablecoins, and Bitcoin. On the AI front, multiple industry insiders noted that current market capital is shifting from digital assets to AI infrastructure development, and future value in the AI sector may be captured more by application layers and infrastructure providers rather than just large language model developers. Additionally, some argue that if the U.S. government acquires equity in OpenAI, it could further exacerbate the trend of centralization in the AI industry. On the regulatory side, as MiCA’s transition period has officially ended, EU crypto asset service providers must now obtain full MiCA licenses to continue operating. Industry players believe that regulatory compliance will gradually become a key competitive advantage for crypto payment and digital asset service providers in Europe. Regarding stablecoins, the industry continues to focus on the newly launched Open USD (OUSD). Analysts believe its ecosystem, involving over 140 institutions including Visa, Mastercard, Stripe, Coinbase, BlackRock, and BNY, is poised to challenge the existing stablecoin market landscape (such as USDC) by leveraging distribution advantages. However, some point out that OUSD still faces challenges including liquidity cultivation and governance coordination. On the Bitcoin front, market views are divided over recent capital operations by Michael Saylor’s firm Strategy. Some analysts argue that the company’s recent financing arrangements mean it may still sell Bitcoin to meet future funding needs; others believe the move effectively eases market concerns about its liquidity and default risks, representing a positive risk management measure.

According to monitoring by Onchain Lens, a whale address withdrew 4,942 ETH from Binance, valued at approximately $8.83 million, and immediately staked it via Lido to receive around 3,990 wstETH. Additionally, the same address also withdrew 211.5 WBTC from Binance over the past 24 hours, worth roughly $13.25 million. As of now, the whale has withdrawn a total of approximately $22.08 million worth of ETH and WBTC from Binance in the last 24 hours, with all the withdrawn ETH used for on-chain staking.

Crypto influencer @TCryptochicks released a series of "riddle" images, after which Binance founder CZ retweeted and replied "Water (drop) your BNB wallet" — reigniting hype around celebrity-themed meme coins. In response, multiple CZ-themed meme coins emerged on the Binance Smart Chain (BSC), surging sharply in a short period. Among them: - CZ (The Final Form Bull): Market cap briefly topped $41 million, now pulled back to $29.82 million, with a 24-hour trading volume of $28 million and a 24-hour gain of 18,200%. - CZ (The Bull): Market cap briefly exceeded $11 million, now at $3.88 million, with a 24-hour trading volume of $6.1 million and a 24-hour gain of 2,400%. Market observers note this mirrors the "Ansem effect" previously seen on Solana, where topics linked to prominent KOLs or celebrities trigger explosive rallies in meme coins bearing the same or similar names. CZ has in the past indirectly driven BSC meme coin trends via social media interactions, such as references to his dog "Broccoli", the number "4" meme, and his book title "Binance Life". However, he has repeatedly clarified his tweets do not constitute endorsements. Related tokens have historically seen sharp surges followed by rapid pullbacks, so investors should be alert to high volatility and rug pull risks.

Despite the U.S. stock market hitting successive new highs, Bitcoin has underperformed so far this year, but asset management firms Hashdex and Charles Schwab both believe this divergence will not persist long-term. Hashdex Chief Investment Officer Samir Kerbage noted that current market capital is flowing more into themes like AI infrastructure, IPOs, and interest rate trading rather than digital assets, a reflection of shifts in capital allocation rather than a deterioration of the crypto sector’s fundamentals. He pointed out that stablecoin trading volume in the first half of this year has already exceeded the full-year 2025 level, the size of tokenized real-world assets (RWAs) has grown by over 60% year-to-date, crypto network transaction activity has also hit an all-time high, and the divergence between on-chain fundamentals and market valuations has reached a historic high. Meanwhile, Jim Ferraioli, Head of Digital Assets Research at Charles Schwab, holds that Bitcoin’s current trajectory still aligns with historical cycles following previous halving events. He explained that Bitcoin typically takes over a year to rebound above the production cost of inefficient miners, which currently stands at around $95,000, while the market’s average cost basis is roughly $80,000 – meaning the price may face ongoing selling pressure from investors exiting losing positions during a rebound. Ferraioli noted that while the "four-year halving cycle" is not an absolute rule, this pattern has profoundly shaped investor behavior. As the Bitcoin market matures, the magnitude of volatility in each future cycle may moderate somewhat.