Arthur Hayes: I bet that Bitcoin will surpass $110,000 before retracing to $76,500

Michael Burry, the real-life prototype of *The Big Short*, disclosed his latest portfolio adjustments via his Substack account today, noting that he has further increased his short position in Micron Technology (MU) with an average entry price of approximately $880. He also continued to raise his short exposure to NVIDIA (NVDA) and added to his short position in the semiconductor ETF SOXX at an average price of around $506. Meanwhile, Burry increased his long positions in several individual stocks: he added to Lululemon (LULU) at an average price of roughly $118, DraftKings (DKNG) at about $23.40, and Zoetis (ZTS) at around $76; he also further upped his holdings in Flutter (FLUT). Notably, Burry made no adjustments to his existing positions in Tesla (TSLA) and Palantir (PLTR), keeping his original holdings unchanged.

According to Bitget market data, the USD/JPY pair saw a sharp short-term plunge, with an intraday drop of 0.5% to 158.63.

Coinbase increased its Bitcoin holdings by 819 coins in the second quarter of 2026, bringing its total Bitcoin position to 17,311, making it the ninth-largest corporate entity holding Bitcoin.

According to Bitget market data, Hong Kong stocks closed with the Hang Seng Index up 0.1% and the Tech Index rising 0.53%. Nanfang’s 2x Long SK Hynix surged over 67.5%, Nanfang’s 2x Long Samsung Electronics gained more than 48%, Zhipu rose over 14.5%, and MiniMax increased by more than 13%.

According to market data from BIT (bit.com), in pre-market trading of US stocks, Amazon (AMZN.O) climbed 11% after its Q2 cloud business revenue beat expectations. Apple (AAPL.O) dropped 6.7% as its Q4 revenue guidance fell short of forecasts. SK Hynix (SKHY.O) rose 7% in pre-market trading.

According to data on current account and earn products of major centralized exchanges (CEXs) compiled on July 30, stablecoin current yields on platforms including HTX, Binance, OKX, and Bitget are mainly structured as "high yields for small amounts, tiered reductions for excess amounts", with small-tier yields for USDT and USDC standing out relatively. In terms of USDT: HTX offers an annualized yield of 10% for the 0-200 USDT tier, dropping to 1.95% for amounts exceeding 200 USDT; Bitget’s 0-300 USDT tier yields 6.42% annually, falling to 1.76% for excess amounts; Binance’s 0-200 USDT tier has a 4.69% annualized yield, with excess amounts at 1.69%; OKX’s USDT yield is 1.65%. For USDC: HTX’s 0-200 USDC tier shows an annualized yield of 8%, dropping to 2.75% for amounts over 200 USDC; Binance’s 0-200 USDC tier yields 7.09% annually, with excess amounts at 2.09%; Bitget’s 0-300 USDC tier has a 6.66% annualized yield, falling to 1.36% for excess amounts; OKX’s USDC yield is 1.96%. For other stablecoins: HTX’s USDT VIP tier offers an annualized yield of 6%-9% for a limit of 50,000-100,000 USDT; Bitget’s USDT VIP 0-300,000 tier yields 1.88% annually, with excess amounts at 1.06%. USDE’s displayed annualized yields on HTX, Binance, and Bitget are tiered at 5%/3%, 4.00%, and 1.00% respectively; HTX’s USDD yields 4.00%; Binance’s U product has an annualized yield of 8.55% for the 0-8,000 tier, dropping to 0.55% for excess amounts. Overall, current high stablecoin current yields on major CEXs are concentrated in small amounts, with yields generally declining for large sums. When comparing related products, users should not only focus on nominal annualized yields but also consider tier limits, interest calculation rules, supported currencies, and real-time product availability. The above data are platform-displayed yields and do not constitute investment advice.