Ansem: Over 10 billion-dollar crypto protocols could emerge in the next 18 months.

According to TradingBeats' monitoring, Garrett Jin, the agent of the "BTC OG Insider Whale", is currently shorting 32,759.57 ZEC, with a position value of around $31.71 million and an average entry price of $444. ZEC is now trading at approximately $967.97, up 16.6% in 24 hours and 118% above its cost price. The short position currently has an unrealized loss of about $17.165 million, with a return of -236%. Additionally, Jin holds a long position of 1,331.88 BTC at an average price of $77,089.9, worth roughly $108 million, with an unrealized profit of around $4.996 million. The unrealized loss on the ZEC short is about 3.4 times the BTC long’s unrealized profit, bringing the combined unrealized loss of both positions to approximately $12.169 million. On-chain Perpetual (Perp) and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, offering in-depth analysis from address tracing to whale operations, all at a glance.

Per an official announcement, Binance Alpha will delist the following tokens: MTP, BDXN, TALE, BOS, MAIGA, TIMI, SAROS, U (Union), SERAPH, RVV, AIAV, PENGUIN, ODOS, and SN3. After the delisting, Binance Alpha will continue to support withdrawals and sales of these tokens.

According to CNBC, as of July 26, Nvidia’s equity investment holdings have surged to $99 billion, more than ten times the roughly $7 billion it held a year prior, and just $2.2 billion two years ago. Since 2026, the company has committed over $40 billion in investments, positioning it as one of the world’s largest strategic tech investors—on par with Alphabet and Amazon, which each hold equity stakes exceeding $100 billion. Nvidia’s investments span leading AI labs, emerging cloud service providers, and infrastructure firms. The firm has allocated nearly $50 billion to frontline AI labs, including a $30 billion investment in OpenAI in February; this year, it also put $2 billion each into CoreWeave and Nebius, and has committed at least $6.5 billion total to optical communications companies. Additionally, Nvidia’s $5 billion investment in Intel has risen in value to $30 billion, while its stake in SpaceX was valued at $21 billion as of June. Nvidia stated these investments aim to expand growth opportunities, nurture the AI ecosystem, and strengthen its competitive standing; analysts note the move also helps clients secure the funding needed to purchase Nvidia’s GPUs.

At 8:30 PM Beijing Time, the U.S. will release its August non-farm payrolls (NFP) report. The market expects non-farm payrolls to rise by 56,000, following an unexpected decline of 23,000 in July. Economists’ forecasts range from a drop of 25,000 to an increase of 121,000, reflecting significant market divergence over labor conditions. The unemployment rate is projected to hold steady at 4.1%, though some economists forecast it will rise to 4.2%; annualized wage growth is likely to cool from 3.2% to 3%. Morgan Stanley’s chief economist Michael Gapen estimates that the revocation of temporary protected status (TPS) for Haitian immigrants could drag down non-farm payrolls by around 15,000, while a rebound in employment in local government education, leisure and hospitality sectors may provide support. Most economists believe that unless the NFP data brings a major surprise, the report is unlikely to directly decide the interest rate outcome of the Federal Reserve’s September 15-16 meeting, as market focus will shift to next week’s Consumer Price Index (CPI). Fed Governor Waller clearly stated on Thursday that if upcoming data confirms cooling inflationary pressures, he is inclined to support keeping interest rates unchanged this month. Currently, the market expects a 50% probability of a September rate hike, down from 63.2% on Wednesday.

According to GMGN data, the stock-meme project GME (GameStop) on Robinhood Chain briefly saw its market capitalization exceed $16 million, hitting an all-time high. It has since retreated to $14.2 million, with a 24-hour gain of over 440% and trading volume of $4.3 million. GME leverages the Robinhood stock trading platform, pairing with tokenized U.S. stock GameStop (ticker: GME) as its liquidity pool, using the GME/GME trading pair to provide liquidity. BlockBeats Note: Stock Meme refers to an emerging trend that combines traditional meme coins with tokenized U.S. stocks: instead of pairing meme coins with USDT or ETH, they are directly matched with on-chain U.S. stock tokens (such as NVDA, TSLA, AAPL, etc.). This retains meme coins' high volatility and community-driven speculative attributes while tying to the popularity and narrative of real stocks. A portion of transaction fees typically flows back to the community treasury to accumulate corresponding U.S. stock tokens, forming a dual-driven model of "sentiment speculation + real asset anchoring". Prices are highly volatile; investors should exercise caution.

Dongcha’s Beating AI News Flash: OpenCode has launched another anonymous model, Omen Alpha, but its identity appears to have been exposed early. OpenCode’s own data page directly lists it under Zhipu. Zhipu has not yet officially acknowledged the model, nor has it revealed which GLM model it is. This comes just 9 days after the previous anonymous model was unveiled. Previously, Zhipu used the alias Ox Alpha for GLM-5.3-Flash, offering it for free testing on OpenRouter and OpenCode. It only officially revealed the model’s true identity and opened its weights on August 26. This time, there’s no free access: Omen Alpha is only available to OpenCode Go subscribers paying $10 monthly, with the plan including $100 worth of Omen usage. It charges $0.20 per million input tokens and $0.66 per million output tokens—roughly 30% higher than GLM-5.3-Flash’s official price. However, GLM-5.3-Flash is currently on a 50% discount, so Omen Alpha is about 1.6 times more expensive at current rates. Omen Alpha’s official specifications remain unannounced: OpenCode has not disclosed details on its context window, input modalities, or maximum output. Some in the community speculate it could be a new GLM-5.x or Omni variant.