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

According to monitoring by OnchainLens, two cryptocurrency market-making firms, Galaxy Digital and Wintermute, currently hold significantly bearish positions on Hyperliquid. Wintermute holds approximately $99.82 million in short positions and $5.12 million in long positions, while Galaxy Digital holds around $26.41 million in short positions and $6.21 million in long positions. Combined, the two firms hold roughly $126.23 million in total short positions, compared to just about $11.33 million in long positions. Over the past 30 days, addresses associated with both firms have posted losses: Wintermute lost approximately $15.3 million, and Galaxy Digital lost around $5.96 million.

U.S. President Donald Trump stated Friday local time at the White House: "We sank numerous vessels in the Strait of Hormuz last night, are transporting large volumes of oil, and have control over the Strait of Hormuz. We may soon launch an attack on Kao Mountain; the time for action is approaching. Should the situation in Iran deteriorate in any way, we will strike it heavily. Frankly, we have essentially taken over Iran. For me, the Iran issue is merely a military conflict, not a war, as it is just a trivial matter for us, nothing of significance."

Beating AI Express News: According to a Financial Times report, artificial intelligence firm Anthropic is nearing finalization of key roles for Morgan Stanley (MS.N) and Goldman Sachs (GS.N) in its initial public offering (IPO), and plans to publish its listing documents as early as next week. Sources familiar with the matter said Morgan Stanley currently holds the lead as the "left lead underwriter," responsible for IPO strategic advisory work; Goldman Sachs is expected to serve as the stabilization agent, tasked with stabilizing trading during the company’s early post-listing period. Banks including JPMorgan Chase (JPM.N), Citigroup (C.N), and Barclays (BCS.N) are also expected to play important roles in the transaction. Anthropic is projected to list in New York at the end of September or early October, and this IPO will test investor demand for fast-growing AI companies.

According to market data from BIT (bit.com), US stocks closed on Friday: the Dow Jones Industrial Average initially fell 0.51%, the S&P 500 dropped 0.38%, and the Nasdaq declined 0.29%. Tesla (TSLA.O) fell 5.92%, Apple (AAPL.O) dropped 2.51%, and Microsoft (MSFT.O) decreased 2.04%. The AI chip industry sector advanced, with SanDisk (SNDK.O) up 11.9%, SK Hynix (SKHY.O) gaining 8.14%, Micron Technology (MU.O) rising 6.1%, and Intel (INTC.O) increasing 4.51%. For crypto-related concept stocks, MSTR fell 1.39%, CRCL dropped 1.14%, COIN declined 4.18%, BMNR decreased 5.60%, SBET fell 3.34%, PURR dropped 4.62%, and HOOD declined 2.09%.

Stronger-than-expected August U.S. employment data has reignited market bets on a potential Federal Reserve interest rate hike, though Wall Street’s risk assets have not seen notable panic. The data, which showed growing resilience in the labor market, led traders to raise their expectations for a rate hike at the Fed’s September 16 meeting. U.S. Treasuries were sold off, the U.S. dollar strengthened, and the S&P 500 index fell on Friday but still notched a weekly gain. Unlike past rate hikes that often triggered capital flight, this round of bond market adjustment has not spread to other risk assets. Credit spreads remain at low levels, and pressure in corporate bond and equity index markets is limited. JPMorgan noted that liquidity in U.S. Treasuries has deteriorated significantly, but similar stress has not emerged in corporate bond ETF and stock index futures markets. The market’s resilience stems mainly from economic growth and corporate earnings, particularly as AI investments continue to drive tech firms to maintain large-scale capital expenditures. Analysts pointed out that the market is currently more focused on whether yields will rise rapidly rather than the single employment data itself. The market’s next focus will shift to inflation data and whether the Fed will reconsider its rate hike path due to inflationary pressures. If yields rise further and rapidly, it may force investors to reduce their risk exposure.

U.S. President Donald Trump once again publicly called on the Federal Reserve to slash interest rates sharply on Friday, pressuring the Fed and its Chairman Kevin Wash, claiming the U.S. should have the world’s lowest interest rates. He even threatened that if relevant countries continue running massive trade surpluses with the U.S., America may halt trade with nations that hold trade deficits against it. This statement stands in sharp contrast to the strong U.S. jobs data released the same day. U.S. August non-farm payrolls rose by 162,000, far exceeding the market consensus of 56,000. July’s figure was also sharply revised from a previously reported decrease of 23,000 to an increase of 21,000, while the unemployment rate held steady at 4.1%. The robust jobs data further dimmed market expectations for Fed rate cuts, prompting markets to reassess the September monetary policy path. Investors are now awaiting August’s CPI data, due next week, to assess inflation trends and the Fed’s future policy direction. Bloomberg Economics projects that August’s year-on-year headline CPI growth may climb to 3.4%, while core CPI year-on-year growth could drop to 2.4%. Market analysts note that Trump’s persistent demand for rate cuts is in clear conflict with the current labor market resilience and the reality that inflation remains above the Fed’s 2% target. Ahead of the September Fed meeting, CPI and energy price movements will be key variables shaping policy expectations.