MicroStrategy bought another 2,530 $BTC($243M) at an average price of $95,972 last week!

According to Bitget market data, the Nikkei 225 index closed down 2134.31 points on Wednesday, August 19, with a 3.16% drop, ending at 65326.42 points. South Korea’s KOSPI index fell 398.66 points, or 5.8%, to close at 6471.17 points on the same day.

Today, Unitree Robotics successfully completed its IPO. Wang Xingxing, Neil Shen of Sequoia Capital, and renowned singer Wang Leehom all attended the head table at the company’s post-IPO banquet. Notably, Wang Leehom has deep ties with Unitree: public reports show he once paid a special visit to founder Wang Xingxing to learn about the firm’s technology. In addition, last December, Wang Leehom used Unitree’s G1 humanoid robot as a dance partner at his Chengdu concert, marking the world’s first concert stage featuring a robot. Prominent tech figures including Elon Musk have shared related videos to express their admiration.

Garrett Jin, agent of the "BTC OG Insider Whale", commented on Arthur Hayes' comeback to lead a crypto AI project, stating: "His timing is impressive. Cryptocurrency is a game of cycles. Understand the cycles and ride the tailwinds."

According to Bitget’s market data, South Korea’s SK Hynix stock price’s decline widened to 10% in the late trading session. Affected by this, the Southern 2x Leveraged Long SK Hynix product dropped by 19.3%.

Unitree Robotics' trading volume exceeds 20 billion yuan, its price increase has fallen back to 463.66%, and its current share price is quoted at 850 yuan.

Newly released 13F regulatory filings show that Peter Thiel’s Thiel Macro LLC significantly built new positions in power, utilities, and energy-related stocks during the second quarter, indicating that as AI data center electricity demand continues to surge, some tech investors are viewing energy supply as a key bottleneck in the next phase. As of June 30, the fund’s U.S. stock holdings were valued at approximately $419 million. Of this, energy, power, and utilities-related positions totaled around $301 million, accounting for roughly 70% of the portfolio, making it the most prominent allocation in the second quarter. Specifically, Thiel Macro’s new positions include Argentine shale oil and gas company Vista Energy (valued at ~$75.91 million), U.S. power generation firm Vistra (~$59.13 million), American Electric Power (~$42.22 million), DTE Energy (~$40.29 million), FirstEnergy (~$39.90 million), and CMS Energy (~$39.56 million). Additionally, the fund holds approximately $3.67 million in nuclear energy-related firm X-Energy. Amazon remains its largest single holding, valued at around $118 million. Vistra is one of the representative targets in this year’s AI power trade. As major cloud providers continue expanding data centers, the market expects power generation assets, grid capacity, power purchase agreements, and nuclear energy revival to become key components of AI infrastructure investment. However, 13F filings only disclose long U.S. stock positions at quarter-end, and do not reflect short positions, full derivative exposures, or that current positions remain unchanged. Still, based on the portfolio structure at the end of Q2, Thiel Macro’s concentrated allocation to energy and utilities sends a clear signal for AI infrastructure trades: amid the ongoing expansion of computing power demand, power constraints will become increasingly hard for investors to ignore.