UNITREE opens with a sharp surge, while the largest short position on Hyperliquid records an unrealized loss of over $520,000.

BitMEX co-founder and Maelstrom Chief Investment Officer Arthur Hayes has published an article addressing questions about why he is investing in AI and crypto projects despite spotting an AI bubble. Hayes responded that the current AI bubble is primarily concentrated in "debt used to build data centers" and the stock valuations of loss-making hyperscalers and leading AI labs, not in AI technology and applications themselves. "Price is what you pay, value is what you get," he stated. He added that he is "100% convinced in the agentic economy"—a new economic model driven by AI agents. Hayes further pointed out that a large number of data centers built with borrowed funds could eventually result in excess computing power, which would in turn strengthen his investment thesis and boost the development of Flop Labs, the AI-crypto project he backs. Hayes has also previously discussed the impact of AI capital expenditure on market liquidity, arguing that since ChatGPT’s commercial launch, massive funds have flowed into AI infrastructure construction, squeezing the crypto market’s access to new liquidity.

Yushu Technology (688836.SH), dubbed the "first humanoid robot stock on China's A-share market", debuted on the A-share market today, surging 629.44% at opening and hitting a peak of 1,100 yuan per share. Based on this price, new share subscribers would earn a return of approximately 7.3 times: one lot (500 shares) is valued at around 550,000 yuan, with a subscription payment of 75,000 yuan, resulting in a profit of roughly 475,000 yuan.

New developments have emerged in the Coldcard hardware wallet theft incident that took place in July 2026. An investigation by Block’s Bitkey team revealed that first-round attackers used a paid account from a leading blockchain data service provider to query affected addresses. The platform’s internal logs align closely with the attack’s request volume, timing, and execution sequence, and the attacker’s identity may now be known to law enforcement. Galaxy Research previously tracked that the first-round attack transferred 1,082.65 BTC, which remains in the attacker’s addresses. Cumulative losses from the Coldcard vulnerability incident have surpassed 1,800 BTC, affecting over 5,000 addresses. The attack stemmed from a random number generation flaw in a portion of Coldcard’s firmware, which caused insufficient entropy in private keys generated by some devices, enabling attackers to crack wallets via computation. Coldcard has since released fixes and urged affected users to migrate their funds promptly.

According to monitoring by TradingBeats (formerly Hyperinsight), a whale address starting with 0x76 has just entered the market, going long on Unitree Technology (UNITREE) with 1x leverage. Its total position size amounts to $3.06 million, making it the second-largest UNITREE long position holder on Trade.xyz. The entry price is $135, with a temporary unrealized loss of $84,000.

Unitree Robotics’ prospectus reveals that Wang Xingxing, chairman, general manager and CTO of the firm, directly holds 86.714964 million shares, representing 21.4395% of the company’s total share capital post-offering. Prior to the offering, he also indirectly holds a 9.5367% stake via equity incentive platform Shanghai Yuyi. His combined direct and indirect holdings total around 30%, with a market value exceeding 100 billion yuan, earning him the title of post-90s richest person. He surpassed Liu Jingkang, founder of Insta360, who previously topped the 2025 New Fortune Magazine’s list of post-90s entrepreneurs with a net worth of 20.2 billion yuan.

According to monitoring by TradingBeats (formerly Hyperinsight), the largest position of Yushu Technology on Trade.xyz currently has an unrealized profit of $1.1 million, a gain of 39.3%. It is reported that this address opened the position at an average price of $92.9, went long on Yushu with 2x leverage, and the position value stands at $3.61 million. So far, it has reduced its position by $668,000 and realized a profit of $218,000.