Binance's latest Launchpool has received over 18.4 million BNB

Since Yi Lihua, founder of Liquid Capital (formerly LD Capital), first expressed optimism about Axe Compute (NASDAQ: AGPU) on July 27, the company’s stock price has risen more than 50%, pushing its market capitalization to $123 million. Yi Lihua initially argued, “The most certain alpha opportunities in the computing power track often lie in extreme valuation gaps! U.S.-listed AGPU has recently secured over $1.6 billion in contracts, with its forward annual recurring revenue (ARR) reaching $384 million, yet its market cap is under $100 million, translating to a P/ARR ratio of just 0.2x! Compared to CRWV (market cap of $500 billion), which is asset-heavy, cash-burning and mired in losses, AGPU’s 'asset-light access + dedicated build' hybrid model is a clear dimensionality reduction strike.” He later published another article today, stating that the company is severely undervalued and its Q2 financial report delivers four major positive catalysts.

US stocks opened lower: The Dow Jones Industrial Average fell 0.2%, the S&P 500 declined 0.5%, and the Nasdaq Composite dropped 1.1%. The storage sector saw broad losses, with SanDisk (SNDK.O) down 5% and Micron Technology (MU.O) falling 4.6%. Most major tech stocks retreated: Meta Platforms (META.O) slipped 1.9% as the company faces a trial for an astronomical damages lawsuit on Tuesday. Baidu (BIDU.O) fell 9% following its earnings release.

According to monitoring by Ai Yi, a suspected insider address for LAB (0x0d9…751d0) transferred 9.1 million LAB tokens to 10 new addresses three hours ago, worth around $720,000. No further transfers or selling activity has been detected from the receiving addresses as of now. The address was previously identified as a LAB market manipulator, and market participants are closely monitoring whether this dispersed transfer signals potential continued selling. LAB’s current market capitalization stands at approximately $36.85 million.

Yilihua, founder of Liquid Capital (formerly LD Capital), published an article noting that AGPU’s Q2 financial report releases four key signals: First, the advance payment ratio per contract ranges from 20% to 40%, with $317 million in advance payments received in August, demonstrating customer credibility and the company’s delivery capabilities. Second, the contracts boast strong profitability, with an expected EBITDA margin of 62% to 76%, higher than CRWV’s 59% and NBIS’s 50%. Third, AGPU is shifting toward becoming a computing power center holder. It will partner with DUOS to build data centers, holding a 49% stake. Going forward, it will not only provide computing power but also directly own server room and power assets, which is expected to boost long-term cost control and bargaining power. Fourth, short-term financing relies mainly on customer advance payments and bond issuances, which fully covers construction funds, reducing reliance on equity financing and shareholder dilution pressure. Yilihua argues that although AGPU’s stock price has risen notably since his previous research report, it remains severely undervalued relative to its expected $10 billion-level order contracts. The core reason is the time mismatch between order signing, computing power delivery, and financial report recognition. Earlier, on July 27, Yilihua analyzed computing power firm AGPU, stating it "is about to announce a new $1.5 billion contract, bringing its total contracts to over $3 billion, with the potential to hit $10 billion in total contracts this year. Critically, AGPU’s financing method avoids ATM equity, safeguarding investor interests, and these contracts will soon be reflected in upcoming financial reports."

Key premarket news for US stocks on Tuesday: 1. Possibly impacted by Anthropic’s annual revenue coming in below expectations, US premarket major indices, storage, and optical communication sectors all declined. Bloomberg previously reported that Anthropic’s annualized revenue run rate as of the end of July was approximately $65 billion. Against a backdrop where some third-party data and AI industry optimistic expectations had pointed to over $80 billion, the $65 billion figure signals a slowdown in growth momentum. 2. Aggregating 13F regulatory filing data, more than ten family offices held a combined total of at least $3.8 billion in SpaceX (SPCX.O) shares in the first half of 2026. 3. Prediction markets are pricing in a 55% probability that Tesla (TSLA.O) and SpaceX (SPCX.O) will merge before 2027. 4. A major lawsuit against Meta Platforms (META.O) alleging child safety harms and privacy violations will commence trial starting local time on Tuesday. 5. US metaverse firm Super League (SLE.O) rose over 20% in premarket trading, after receiving a 2,100 BTC investment from Metaplanet plus an additional $2.5 million in cash. Upon deal completion, Metaplanet is expected to hold approximately 95.7% of Super League’s shares. 6. Bank of America’s latest global fund manager survey shows that global fund managers’ allocation to stocks has risen to its highest level in nearly five years, with market consensus being highly crowded. A net 56% of respondents are overweight stocks, the highest since November 2021, while cash holdings dropped to a historic low of 3.5%. 7. Baidu (BIDU.O) reported Q2 2026 revenue of 31.3 billion yuan, compared to 32.713 billion yuan in the same period last year. 8. Goldman Sachs (GS.N) announced an agreement to acquire LCN Capital Partners, with an upfront transaction consideration of approximately $260 million. The proposed deal also includes around $150 million in deferred and contingent consideration.

According to market data from BIT (Bit.com), pre-market trading in U.S. metaverse firm Super League saw its stock gain surge to as high as 90% at one point, with the rise now retreating to 70%. In related news, Metaplanet will inject 2,100 BTC (valued at roughly $132 million) plus an additional $2.5 million in cash into Nasdaq-listed Super League (SLE). Super League will be renamed "Superplanet", and its stock ticker is set to change to SUPA. Upon the transaction’s completion, Metaplanet is expected to hold around 95.7% of Superplanet’s shares, establishing a U.S.-listed Bitcoin treasury platform to raise capital through the U.S. capital markets.