Analyst: Bitcoin bear market may be nearing its end, short-term holders' cost has dropped to $69,000.

Binance founder CZ published a post noting that some "hot money" is flowing back from the AI sector to the crypto market. Currency-related industries will not disappear, as both individuals and AI will still need currency in the future.

Crypto KOL Ansem posted an article stating that the crypto market is still in the early stages of a bull run, and the key to generating returns at this stage is to identify assets with asymmetric upside while tolerating short-term volatility. Over the past two years, rotating between meme coins and new trading pairs has been the dominant strategy, with lower valuation caps leading traders to favor short-term holdings; however, in a bull market, high-quality assets offer greater upside potential, so extending holding periods after careful selection may prove more advantageous. Ansem believes retail investors are entering the crypto market with more capital. The growth of mobile users on Pump.fun and Fomo, as well as Robinhood Chain’s ongoing efforts to convert stock traders to on-chain activities, all indicate that market liquidity may increase in the future. New users pay relatively less attention to market capitalization changes, so tokens that gain widespread traction may receive stronger capital inflows. He also noted that the trend toward short-form video has led fewer and fewer investors to read project whitepapers or research token differences, which in turn creates opportunities for those willing to build a complete investment thesis and exercise patience. However, traders still need to set criteria for when they are wrong, review the reasons for missing out on high-growth assets, and define conditions for re-entering the market after selling too early.

An unaudited report released by the Arbitrum Foundation shows that Arbitrum DAO generated $6.19 million in revenue in the first half of 2026, with sources including Arbitrum One transaction fees, Timeboost sequencing priority auctions, scaling program licensing fees, and treasury management returns. The protocol’s gross profit margin exceeded 97%, and non-ARB treasury assets stood at $125 million as of the end of June. In H1 2026, Arbitrum processed a total of 478 million transactions, accounting for roughly 18% of its cumulative lifetime total of 2.7 billion transactions; monthly average stablecoin transfer volume surpassed $70 billion, and the number of stablecoin holders rose 40% to 10.5 million. Additionally, Arbitrum has deployed over 2,000 tokenized RWAs. Robinhood Chain, built on Arbitrum’s tech stack, launched its mainnet on July 1, contributing $360,000 in licensing fees to the DAO that month, making up 35% of its monthly revenue. On September 1, Robinhood Chain hit daily fees of $3.75 million, decentralized exchange (DEX) volume exceeding $1.5 billion, and total value locked (TVL) of over $750 million.

Garrett Jin, the representative of the "BTC OG Insider Whale", stated in a post that Bitcoin (BTC) has held the critical level of $76,600. If BTC climbs further above $79,000, the price may attempt to form a higher high. However, even if BTC does post a higher high, this would still not be sufficient to confirm a genuine breakout in the market.

According to market data from BIT (bit.com), NVIDIA's stock rose 4.82%, with its current market capitalization standing at $5.49 trillion.

Tonight, the "short squeeze on underlying stocks" narrative surrounding JINQIAN/FAMI on Robinhood’s blockchain has been denied by the parties involved, putting an end to the on-chain hype. However, a review of the entire incident shows that the biggest gains were not only made by top on-chain traders; smart money also reaped substantial profits by setting up JINQIAN trading pair liquidity provider (LP) pools on Uniswap. According to data from Uniswap’s official page, during JINQIAN’s first rally from a $7 million market cap to $60 million, the peak APR of its main trading pair JINQIAN/ETH hit 83,832%, and has since dropped to 79,708%. As of press time, the JINQIAN/USDG trading pair still has a 6% transaction fee, with the pool’s annualized APR reaching as high as 126,440%. This means that if traders bought JINQIAN tokens during the rally, then established liquidity pools at higher price levels, timely collected LP fees, and sold off part of their JINQIAN holdings, their risk-reward ratio would be far higher than that of simply holding JINQIAN tokens. However, current market sentiment has become overly FOMO, and on-chain scams are on the rise. Even setting up LP pools for individual popular meme coins cannot fully avoid risks from token price fluctuations, so users should exercise caution with their investments.