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

On-chain analyst Ai Yi (@ai_9684xtpa) reported that half an hour ago, address 0x9a3…9513c withdrew 327,872 UNI tokens from Flowdesk, valued at approximately $2.045 million, with an average withdrawal price of around $6.24. Since the withdrawal source of this address differs from that of the HashKey-linked address, it remains unconfirmed whether the two belong to the same entity.

Beating AI Express: BitFun is an open-source desktop AI Agent. Users can directly instruct it to modify code, look up information, or draft documents, and it can also operate browsers, terminals, and desktop applications to complete tasks. A unique feature is its Mini Apps capability: when given a task, it can directly generate corresponding charts, dashboards, forms, or control panels. In subsequent conversations, the Agent will read the current state of this Mini App, removing the need to re-explain progress and context each time. BitFun supports Windows, macOS, and Linux, and is not tied to a fixed model. Users can integrate their own model APIs, as well as extend MCP, Skills, Hooks, and custom Agents.

According to TradingBeats' monitoring, Garrett Jin, the agent of the "BTC OG Insider Whale", is currently shorting 32,759.57 ZEC, with a position value of around $31.71 million and an average entry price of $444. ZEC is now trading at approximately $967.97, up 16.6% in 24 hours and 118% above its cost price. The short position currently has an unrealized loss of about $17.165 million, with a return of -236%. Additionally, Jin holds a long position of 1,331.88 BTC at an average price of $77,089.9, worth roughly $108 million, with an unrealized profit of around $4.996 million. The unrealized loss on the ZEC short is about 3.4 times the BTC long’s unrealized profit, bringing the combined unrealized loss of both positions to approximately $12.169 million. On-chain Perpetual (Perp) and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, offering in-depth analysis from address tracing to whale operations, all at a glance.

Per an official announcement, Binance Alpha will delist the following tokens: MTP, BDXN, TALE, BOS, MAIGA, TIMI, SAROS, U (Union), SERAPH, RVV, AIAV, PENGUIN, ODOS, and SN3. After the delisting, Binance Alpha will continue to support withdrawals and sales of these tokens.

According to CNBC, as of July 26, Nvidia’s equity investment holdings have surged to $99 billion, more than ten times the roughly $7 billion it held a year prior, and just $2.2 billion two years ago. Since 2026, the company has committed over $40 billion in investments, positioning it as one of the world’s largest strategic tech investors—on par with Alphabet and Amazon, which each hold equity stakes exceeding $100 billion. Nvidia’s investments span leading AI labs, emerging cloud service providers, and infrastructure firms. The firm has allocated nearly $50 billion to frontline AI labs, including a $30 billion investment in OpenAI in February; this year, it also put $2 billion each into CoreWeave and Nebius, and has committed at least $6.5 billion total to optical communications companies. Additionally, Nvidia’s $5 billion investment in Intel has risen in value to $30 billion, while its stake in SpaceX was valued at $21 billion as of June. Nvidia stated these investments aim to expand growth opportunities, nurture the AI ecosystem, and strengthen its competitive standing; analysts note the move also helps clients secure the funding needed to purchase Nvidia’s GPUs.

At 8:30 PM Beijing Time, the U.S. will release its August non-farm payrolls (NFP) report. The market expects non-farm payrolls to rise by 56,000, following an unexpected decline of 23,000 in July. Economists’ forecasts range from a drop of 25,000 to an increase of 121,000, reflecting significant market divergence over labor conditions. The unemployment rate is projected to hold steady at 4.1%, though some economists forecast it will rise to 4.2%; annualized wage growth is likely to cool from 3.2% to 3%. Morgan Stanley’s chief economist Michael Gapen estimates that the revocation of temporary protected status (TPS) for Haitian immigrants could drag down non-farm payrolls by around 15,000, while a rebound in employment in local government education, leisure and hospitality sectors may provide support. Most economists believe that unless the NFP data brings a major surprise, the report is unlikely to directly decide the interest rate outcome of the Federal Reserve’s September 15-16 meeting, as market focus will shift to next week’s Consumer Price Index (CPI). Fed Governor Waller clearly stated on Thursday that if upcoming data confirms cooling inflationary pressures, he is inclined to support keeping interest rates unchanged this month. Currently, the market expects a 50% probability of a September rate hike, down from 63.2% on Wednesday.