Four new addresses have built positions totaling 1,540 BTC, worth approximately $99.4 million.

According to an official announcement, Upbit will list the NCT/KRW trading pair.

This week, global central bank officials will convene in Jackson Hole, Wyoming, USA, to focus on re-examining global inflation and the prospect of further rises in borrowing costs amid new inflation threats. Spyros, an economist at Frankfurt-based Thin Ice Macro, stated: "Global central banks are likely to adopt a cautious stance, viewing inflation as their most undesirable risk. You never know when the next supply shock will strike suddenly." Subadra Rajappa, Head of US Research at Société Générale, noted that countries differ in the urgency they attach to inflation, partly due to varying exposure to energy cost volatility, which in turn depends on their import volumes. She pointed out that Europe and Japan are "more sensitive to developments in the Middle East and oil prices." Jari Stehn, Chief European Economist at Goldman Sachs, said: "We estimate that policy rates in the US and UK remain restrictive." "Different starting positions mean countries face varying pressures in responding to energy shocks, giving the Federal Reserve and Bank of England more time to monitor how this shock evolves." Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, remarked: "The Iran situation has changed how people discuss issues and make policy choices, and there currently appears to be no sign of an end." "This makes this year's Jackson Hole symposium completely different, as we are now in a typical supply shock environment, or more precisely, multiple supply shocks hitting the global economy simultaneously." (Jinshi)

Bernstein forecasts that as "currency devaluation trades" gain traction, Bitcoin will hit a record high of around $150,000 by mid-2027, and could reach a peak of roughly $300,000 in this cycle by 2029. The firm also retained an "outperform" rating on Strategy (MSTR), but lowered its target price for the stock from $450 to $350, primarily citing its updated outlook on the Bitcoin market cycle and the equity dilution impact from Strategy’s accelerated stock issuance.

Beating AI News Insight: MiniMax’s H1 revenue hits $117 million, up 283.1% year-over-year, surpassing its full-year 2023 revenue in just six months. The fastest-growing segment is enterprise and developer API calls for MiniMax models: revenue here surged from $9.2 million to $73.93 million, up 703.1% YoY, accounting for 63.4% of total revenue. Growth was driven by more paying users and enterprise clients, higher API call volumes, and the popularity of token packages. Revenue from AI products like Hailuo AI doubled to $42.64 million, though its share of total revenue dropped to 36.6%. Overseas remains MiniMax’s core market, with revenue outside mainland China making up 60.8% of total. Profitability improved: gross margin rose from 12.1% to 17.9%, while sales and marketing expenses fell 17.9%. However, R&D remains cash-intensive: H1 R&D spending hit $297 million, roughly 2.5 times the period’s revenue. Reported net loss narrowed 11% YoY to $358 million, but this was largely due to a sharp reduction in fair value losses on financial liabilities post-listing. Excluding these items, adjusted net loss widened 111.2% YoY to $293 million.

Jiang Zhuoer, founder of BTC.TOP (莱比特矿池), noted in a post that on the first U.S. stock trading day after the weekend’s sharp rally, ETF fund flows are a key indicator to monitor. Data shows Bitcoin ETFs saw a net inflow of $314 million, while Ethereum ETFs recorded a net inflow of $180 million. U.S. stock funds are piling into longs, meaning this rally has been further confirmed by capital, making it highly unlikely for Bitcoin to fall back below its $67,000 starting point. Additionally, Ethereum ETF inflows equal 57.2% of Bitcoin’s inflows, a figure significantly higher than ETH’s 18.8% share of the total BTC market cap. Based on this, he believes ETH will continue to act as the "engine" of this bull market. With Trump’s strong embrace of blockchain and the advancement of the CLARITY Act, financial assets including the U.S. dollar, U.S. stocks, and U.S. Treasuries may become further on-chain, tokenized, and smart-contract integrated in the future. He holds that this will drive more traditional finance professionals to understand and invest in related blockchain ecosystems.

Hyperliquid co-founder Jeff Yan announced that HyperCore’s manual borrowing feature has launched on the testnet. All borrowing functions on the mainnet remain restricted to the portfolio margin model for now. HyperEVM smart contracts can now access HyperCore’s lending functions via CoreWriter and read-only precompiled contracts.