BonkGuy’s holdings have surged by over $9.8 million in the past month, with PONS, USELESS, and MARSCOIN contributing the bulk of its unrealized gains.

Per Whale Alert monitoring, Circle minted an additional 250 million USDC on the Solana network at 18:13 Beijing time.

Beating AI News Flash: Cursor has integrated Namespace Devboxes with its Cloud Agents. Users can now directly select a macOS environment when running Agents. Namespace spins up a temporary Apple M5 Mac for each session, allowing Agents to modify code, compile, and run tests on a genuine macOS system. This addresses a key practical limitation of Cloud Agents. Cursor’s default cloud development environment has long been Ubuntu. While it works fine for web and backend development, Linux cannot handle full builds for iOS and macOS native development. Members of the Cursor community had previously repeatedly asked when Cloud Agents would support Mac. This update is not a layer of Mac compatibility running on Linux. Cursor remains responsible for model inference and task planning, while actual shell commands, file modifications, Git operations, compilation, and testing are all handled by Namespace’s macOS DevBox. The DevBox is destroyed after the task is completed.

According to TradingBeats' monitoring, a certain address has been steadily building a Bitcoin (BTC) long position since 05:42 today, purchasing a total of 400 BTC via regular trades and three Time-Weighted Average Price (TWAP) orders, with a total transaction value of approximately $31.046 million. Of this, the address bought 250.65 BTC through regular trades for about $19.493 million, while the three TWAP orders combined executed 149.35 BTC worth roughly $11.553 million. Two of the TWAP orders completed purchases of 68 BTC and 50 BTC respectively, while the third was originally planned to acquire 200 BTC but was terminated early after executing just 31.35 BTC. The address currently holds a 400 BTC long position with 20x cross leverage, with the position valued at approximately $31.035 million, an average entry price of $77,613.7, an unrealized loss of around $11,000, and a liquidation price of about $72,863.8.

CryptoQuant analyst Zizcrypto noted in a recent post that the 90-day reading of the Stablecoin Supply Ratio (SSR) Oscillator had surged rapidly into the "strong stablecoin buying demand" territory, hitting 3.74 on August 21—near the ~4.00 peak seen in November 2024. The indicator has since begun to pull back, with BTC currently trading around $77,000. This sharp rebound in the stablecoin demand metric coincided with a robust liquidity pulse that hit the market earlier. However, the key focus now is not the short-term spike itself, but whether this demand signal will hold. If the 90-day SSR Oscillator continues to decline and falls back below the "high zone", its confirmation of sustained growth in stablecoin buying demand will weaken. The current shift appears more like a temporary liquidity pulse rather than a fully formed, sustained demand expansion cycle. While stablecoin-side demand signals have indeed strengthened notably recently, the 90-day oscillator has already cooled from its 3.74 peak. If it fails to remain in the "high zone" moving forward, it remains unclear whether this round of liquidity improvement can translate into more lasting demand growth.

Solana’s official podcast *House of Sol* recently interviewed Geoff Kendrick, global head of digital assets at Standard Chartered. Kendrick noted that global monthly stablecoin trading volume has reached roughly $7 trillion, with Solana handling about one-fifth of these transactions. The two also discussed trends in stablecoin payments and settlement by 2026, as well as how different blockchain networks are developing their own application niches. Kendrick further shared progress on enterprise adoption of stablecoins, stating that enterprise use cases will be a key driver for the further mainstream adoption of stablecoins.

Serenity has issued a statement noting that Sivers Semiconductors (SIVE) plans to expand its indium phosphide (InP) manufacturing capacity in Glasgow, Scotland, targeting an annual production output of approximately 100 million continuous-wave distributed feedback (CW DFB) lasers, with the expanded capacity set to launch in Q4 2027. The expansion plan was officially announced by Sivers. Based on Sivers’ historical pricing of roughly $50–$100 per 8-laser array, Serenity estimates the new capacity could generate potential annual revenue of $625 million to $1.25 billion—this is a model projection, not the company’s official revenue guidance. Serenity said it was surprised by the scale of capacity unlocked via Sivers’ hybrid manufacturing model, particularly amid ongoing laser supply constraints in the AI data center optical communications industry. The expansion is primarily aimed at meeting demand for AI data centers and high-speed optical interconnects.