The three major indices of China's A-share market all turned positive in the afternoon.

Against the backdrop of Nvidia’s upcoming earnings report and growing volatility in the AI sector, Goldman Sachs has further raised its outlook for the semiconductor equipment cycle. The bank believes AI demand is extending the current cycle of wafer fabrication equipment (WFE) spending, with global WFE expenditure set to continue expanding from 2026 to 2028. Goldman Sachs projects global wafer fab equipment spending will reach $150 billion in 2026, rise to $218 billion in 2027, and climb to $281 billion in 2028, corresponding to year-over-year growth rates of 36%, 45%, and 29% respectively. Key drivers include capacity expansion for DRAM, high-bandwidth memory (HBM), and advanced process node foundry production. The report also notes that tight DRAM supply is likely to persist through 2028, which will keep capital expenditure for memory manufacturers at elevated levels.

According to GMGN market data, PONS is currently trading at $0.0975, with a market capitalization of approximately $97.54 million. It hit a high of $100.19 million within the past hour, briefly breaking through the $100 million threshold. Over the last 24 hours, PONS has surged 47.18%, with a 24-hour trading volume of around $18.9 million. PONS is the native token of Pons, a leading meme coin launchpad on Robinhood Chain.

According to monitoring by TradingBeats (formerly Hyperinsight), the so-called "819 insider whale" that placed a heavy $38.72 million position roughly one hour before Ethereum (ETH)’s rally on August 19 has not sold a single ETH, with its unrealized profit now expanding to $11.5 million. As of press time, ETH is trading at $2509.8, up approximately 29.6% from its entry price of $1936. The address continues to hold a 4x leveraged full position of 20,000 ETH, bringing the long position’s value to around $50.196 million, for a return of 118.6%. It is noted that this new address was activated on August 19, receiving $20 million in three separate transfers from the same source address within about two minutes. It then opened a full long position of 20,000 ETH at 20:52, just about an hour before ETH’s major uptrend kicked off. No additional positions, sell-offs, or take-profit/stop-loss orders have been observed so far. On-chain Perpetual (Perp) and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, tracing whale operations from addresses, and delivering in-depth, comprehensive analysis.

According to Lookonchain’s monitoring, two addresses suspected to belong to the same crypto whale closed out their BTC long positions an hour ago, after holding them for nearly two months and locking in a profit of $11.6 million.

According to SolanaFloor's monitoring, Circle minted approximately 1 billion additional USDC tokens on the Solana blockchain over the past 24 hours.

Ethereum developer Kevaundray and fellow contributors have submitted a new Ethereum Improvement Proposal (EIP) draft, proposing the introduction of a post-quantum-ready deposit contract. The proposal would leverage variable-length validator deposit contracts and irreversible BLS key retirement mechanisms to provide Ethereum’s validator deposit contracts with a future-proof upgrade path against quantum computing threats. The draft remains in the Draft stage and requires further deliberation.