CZ: Unable to predict crypto hotspots for the next bull run; both RWA and AI are very strong, while existing narratives will also continue to develop.

According to market sources, Kioxia and SanDisk plan to invest $31 billion in Japan to expand their memory factories.

According to BIT (bit.com) market data, NVIDIA’s US stock rose nearly 6% in pre-market trading. Earlier reports noted that Jensen Huang explicitly stated during NVIDIA’s post-market conference call that “the inflection point for AI has arrived”.

Beating AI Express: Grok Bot significantly lowers access barriers. The official announced that all SuperGrok and Cursor Pro subscribers can now use Grok Bot, with weekly usage quotas reset for existing users. Cursor Pro is priced at $20 per month. Grok Bot is a long-running AI Agent, with each bot equipped with its own cloud computer. It can log into websites, operate applications, process files, and handle terminals, and continues working even when the user’s device is turned off. Multiple bots can also work in parallel on different tasks. On August 21, the official expanded Grok Bot access to SuperGrok Plus, Cursor Pro+, and Cursor Teams; in less than a week, the minimum access threshold has been lowered to Cursor Pro. Grok Bot has its own separate weekly usage quota, which does not directly consume Cursor’s regular model quota. However, if it further calls Cursor Cloud Agent, the latter will still count toward the standard Cursor quota. Many Cursor Pro users view this as a free long-running AI Agent added to their original programming subscription package. That said, Grok Bot remains in beta: some users have reported instability issues with web operations and login persistence, while a number of Pro subscribers have not yet received the new access permissions.

Likely boosted by NVIDIA CEO Jensen Huang’s "AI inflection point theory" mentioned during the company’s earnings call, the U.S. AI sector saw broad pre-market gains. According to market data from BIT (bit.com), NVIDIA’s U.S. pre-market price rose nearly 6%. In the chip sector, Micron Technology gained 4.07%, SK Hynix climbed 4.48%. The storage sector saw SNDK rise 4.32% and WDC advance 3.29%. CPO concept stocks AAOI jumped 6.28% and LITE gained 3.61%. Huang said in remarks late last night that artificial intelligence has reached an inflection point. AI is now delivering truly useful work, and the tokens it generates are creating productivity and profits. Currently, computing power equals revenue, and demand is accelerating.

Insight Beating AI Flash News: OpenAI core product lead Tibo Sottiaux recently appeared on Matthew Berman’s interview. After the episode aired, netizens noticed his appearance in the footage differed sharply from his original profile photo—he had longer hair and looked far more worn out. Soon, the meme “OpenAI aged him” went viral on X. Some users posted the two photos side by side, asking: “What did OpenAI do to you?” Tibo responded: “Hair grows, and it can also be cut.” He later launched a poll asking if he should get a haircut. Today, Tibo changed his X profile photo to the “exhausted version” from the interview, leaning into the netizens’ meme. He joked that at OpenAI, a few weeks of work equals the workload of years at other firms: “Getting this old in just a few days is insane.” Shortly after, he added that he felt like he hadn’t pressed the reset button in 20 years, and planned to dig it out and dust it off tomorrow. This line is effectively a playful reminder to Codex users: “Hurry up and upgrade!”

Binance founder Changpeng Zhao (CZ) told attendees at the Bitcoin Asia 2026 conference that the crypto industry would develop far more slowly if it only consisted of Bitcoin. "Having other blockchains does not weaken Bitcoin; Ethereum, BNB Chain, and other networks actually help Bitcoin grow. Without alternative blockchains, Bitcoin would be smaller. What benefits Bitcoin also benefits other blockchains, so this industry is not a zero-sum game—there is no need to compete by taking from each other," Zhao said. Bitcoin has its own unique value: it is the largest cryptocurrency by market capitalization, the most decentralized, and will remain a reserve asset for a long time to come, Zhao noted. However, other blockchains offer more innovation, making it easier to test new concepts there. If Bitcoin can later adopt those innovations, that would be ideal, he added. "Most Bitcoin maximalists also recognize that pushing only Bitcoin is not always the best approach. I am a firm supporter of Bitcoin. This is a Bitcoin conference, now called Bitcoin Asia. In the early days, the entire crypto industry was referred to as the Bitcoin industry; we later started using the term 'crypto'." Zhao also pointed out that the term "crypto" is not ideal: most ordinary people find it too intimidating and overly mathematical, creating a sense of distance for non-mathematical audiences. He noted that "Web3" is a better name. "Terms and labels don't matter much to me. I strongly believe we should drive the entire industry forward. There should be multiple blockchains, exchanges, decentralized exchanges, and products—everything should be diversified. This fosters competition, more innovation, and greater momentum. Since the industry's core principle is decentralization, we should embrace diversity with an open attitude, not pit one part against another."