Following NVIDIA's earnings report, institutions including Citigroup and JPMorgan Chase have collectively raised their price targets.

Liquid Capital founder Yi Lihua stated that Bitcoin has yet to break through the resistance level near $81,000, and expects a minor pullback in the coming days before resuming its upward trajectory to breach that zone. The next key resistance level to watch is around $86,000. He plans to close his long positions when Bitcoin nears $86,000, as this level could trigger a substantial pullback. Still, he maintains that the bull market trend has already arrived: even if prices enter the resistance zone and turn short-term bearish, he will only close out long positions, not open any short positions.

Bitcoin has recently returned to the $80,000 mark. BlackRock’s head of digital assets, Robbie Mitchnick, believes the market is refocusing on Bitcoin’s safe-haven attributes and its role as a hedge against currency devaluation. Unlike previous rallies that largely tracked the Nasdaq and tech stocks, this upswing appears to be a macro repricing driven by growing concerns over debt, deficits, and the U.S. dollar’s creditworthiness. This assessment aligns with recent market movements. Bitcoin has rebounded sharply from its $60,000 range low, briefly topping $81,000; meanwhile, gold has also held strong, with U.S. long-dated Treasury yields and U.S. fiscal sustainability emerging as key market talking points. BlackRock argues that when debt, deficits, and currency devaluation return to investors’ radar, scarce assets like Bitcoin and gold will see stronger allocation demand. Funding conditions have also shown signs of improvement. Spot Bitcoin ETFs posted a net inflow of around $2.4 billion in August, marking one of their strongest months so far this year. Meanwhile, Bitcoin’s correlation with the Nasdaq has declined significantly, with some traders noting its recent performance is more similar to gold’s. This signals that the market is shifting back from "risk asset trading" to "macro hedging trading."

Yihua Yi, founder of Liquid Capital, noted that Bitcoin has yet to break through the resistance level around $81,000, and is likely to see a minor pullback in the coming days before resuming its rally to breach that zone. The next key resistance level to monitor stands at roughly $86,000. He plans to close his long positions when Bitcoin approaches $86,000, as this level could trigger a substantial pullback. Still, he maintains that the bull market trend is already in place: even if the price enters the resistance zone and turns short-term bearish, he will only close out long positions, not open short ones.

Garrett Jin, agent of the "BTC OG Insider Whale", posted a statement saying it is time to start re-accumulating ETH during the upcoming consolidation phase and stake it.

OKX Director Lennix was invited to participate in the "The Rise of Financial Super Apps" roundtable forum at Bitcoin Asia 2026, where he shared insights on the integration of traditional finance and crypto markets, the foundational construction of financial super apps, and the development prospects of tokenized stocks. Lennix noted that financial products are accelerating convergence into a unified account system. Going forward, users will expect to trade and manage various categories of financial assets under the same pool of funds, single account, unified margin, and risk control framework—this will be a key direction for the industry’s continuous evolution. He pointed out that while financial super apps superficially allow trading of crypto, traditional stocks, forex, commodities and other assets within one application, the real challenge lies in integrating the underlying infrastructure of these assets: coordination between banking systems, wallets, trading accounts, shared margin, and risk control and compliance backends. Meanwhile, Lennix mentioned that the tokenization of stocks and other traditional financial assets is essentially an upgrade to traditional markets. By connecting such assets to crypto exchanges’ matching, margin, risk control and compliance systems, the market can achieve extended trading and risk management, and continue to provide price signals outside regular trading hours. On institutional partnerships, Lennix stated that Intercontinental Exchange’s strategic investment in the OKX Group reflects the broader financial market’s shift toward tokenization and 24/7 trading. As tokenized stock business continues to grow, this segment is poised to become a major growth area for the future financial market.

Solana development firm Anza announced that the Solana testnet has activated Phase 1 of the SIMD-0437 proposal, officially launching testing of its account rent reduction mechanism. The proposal includes a total of 5 functional gates; only the first is currently active, and not all adjustments have been completed or deployed to the mainnet. Once all 5 phases are finalized, Solana’s per-byte storage parameter lamports_per_byte will drop from 6960 to 696, a total 90% reduction. Taking token accounts as an example, the deposit required to keep an account rent-free is projected to fall from approximately $0.16 to $0.016, cutting costs for account creation and application deployment.