Matrixport: US Macro Data Weakness May Trigger Market Turbulence, Bitcoin Rally Hard to Sustain

According to Reuters, NVIDIA is in talks to invest up to $3 billion in SB Energy, a subsidiary of SoftBank Group. SB Energy is developing power and data center infrastructure for a large data center project planned by OpenAI in Ohio, U.S. This potential investment is part of the financing arrangements between NVIDIA, OpenAI, and SB Energy for the Ohio data center project, with the three parties currently discussing providing around $100 billion in credit support for the initiative. NVIDIA is considering investing $1.5 billion when the project agreement is signed, and another $1.5 billion when SB Energy holds its planned IPO. SB Energy could go public as early as next month, and plans to raise at least $5 billion via its IPO. Founded in 2019, the company is currently constructing multiple large-scale power and data center projects to meet infrastructure demands driven by the growth in AI workloads. Additionally, NVIDIA has adjusted its support plan for OpenAI’s Ohio data center project, with the initial guarantee expected to be less than $120 billion, a significant drop from the previously discussed $250 billion.

What can you do with $120? This guy made $205.8K with only $120, an 822x return! He spent $120 to buy 19.1M $牛来, then sold 9.1M $牛来 for $25.9K and still holds 10M $牛来 ($180.2K). Total profit: $205.8K. Wallet: 0x639cf6961b227d73fc4015380104249571c73da4

According to Lookonchain’s on-chain monitoring, a trader spent just $120 to buy 19.1 million units of BSC-based meme coin "Niu Lai". The trader later sold 9.1 million of these tokens for $25,900, and currently holds the remaining 10 million tokens, worth roughly $180,200. The total profit amounts to approximately $205,800, delivering an 822x return on the initial investment.

Iranian Foreign Ministry spokesman Bahaei stated on the 15th that the current situation in the Strait of Hormuz is a direct outcome of the "illegal actions" of the United States and Israel. Recently, the US and Iran have engaged in sharp exchanges over the Strait of Hormuz, with both sides repeatedly voicing their stances on the issue and refusing to back down. In this regard, some analysts noted that the ongoing standoff between the two sides, with irreconcilable differences, could lead to a vicious cycle of tensions, making full navigability of the Strait of Hormuz unlikely in the short term. Analysts hold that given the current standoff between the US and Iran on the Strait of Hormuz, neither side is likely to make major concessions on the issue in the near term. Unless the US opts to launch a new large-scale military strike against Iran, the deadlock of ongoing games will not change significantly, and Trump’s ambitions of "defeating Iran" and "incorporating the Strait of Hormuz into US territory" will remain nothing but empty talk. (CCTV News)

According to official announcements, Coinbase has announced a full-scale push into the "Agentic Economy", covering three groups: users who utilize AI agents, enterprises that provide services to AI agents, and developers building products and infrastructure for AI agents. Coinbase says it is constructing a comprehensive financial service system for AI agents: AI agents can conduct research, planning, decision-making, and trading on its "Everything Exchange", covering assets including cryptocurrencies, stocks, derivatives, and more. The company is also launching Coinbase Advisor, an AI investment advisor built into the Coinbase app to assist users in making investment decisions. On the enterprise front, Coinbase is introducing payment capabilities for AI agents, allowing businesses to accept USDC payments from AI agents via Coinbase Business, with native integration of the x402 standard—no need to build separate payment processes. Coinbase notes that this solution eliminates credit card-style chargeback risks, idle USDC can earn 3.35% rewards, and enterprises can manage funds, reconcile accounts, and withdraw funds all within the same account. Additionally, Coinbase has launched the CDP x402 SDK, enabling developers to integrate AI agent payment capabilities into APIs or MCPs with just approximately 3 lines of code, without requiring deep expertise in x402 technology. Coinbase adds that as AI agents gain autonomous payment capabilities, they also require a marketplace to discover and purchase services. The x402 is emerging as an open payment standard for machines, enabling agent-to-agent transactions without human intervention; when AI agents need capital, they can turn to Coinbase. The company refers to this entire ecosystem as "AI Finance" (AiFi), stating that the global economy is being restructured around AI agents.

According to GMGN market data, the market capitalization of the Meme coin "Niu Lai" on BNB Chain briefly exceeded $15 million, and is currently trading at $14.2 million, surging more than 150 times in 24 hours. Recently, the summer animated film "Niu Lai" unexpectedly gained widespread attention due to controversies over its visual production. A relative of the director revealed that the film was created entirely by the director and his mother—no production team was hired, and all work was done manually over five years. As of press time, today's box office has reached 852,800 yuan. BlockBeats reminds users that most Meme coins lack practical use cases, feature highly volatile prices, and thus require caution for investment.