Rebound Read as "Decoupling," But Two Tests—Funding Conditions and Index Identity—Will Determine Whether $83K Holds

Tom Lee remains a steadfast "ETH soldier," saying Ethereum could break $5,000 by year-end and potentially hit $50,000 this cycle.

Holding 470 million XRP and $300 million in cash.

Solana's outlook improves, as treasury company DeFi Development added 101,300 SOL last week.

The main theme for U.S. stocks this week was liquidity rather than AI. The labor market weakened, Waller hinted that a September rate hike may not be necessary, and the probability of a rate hike fell back to about 66%. The three major indices rebounded, Bitcoin surged to $81,379, crypto-linked stocks HOOD and MSTR led gains, while Broadcom's AI earnings were impressive but its stock price closed lower.

BTC treasury company Satsuma liquidated 669.4867 BTC, plans to delist and return assets to shareholders.

This company sold off its last BTC, delivering the most complete "exit template."

SOL财库公司动态寥寥，加密概念股首推Robinhood、Circle。

Bitcoin has reclaimed the $80,000 mark and briefly surged above $81,000, posting a 24-hour gain of approximately 4%. Behind this rebound, the Fed's September rate hike expectations have cooled to a "coin flip," Treasury yields have softened, the U.S. dollar has retreated, spot Bitcoin ETF inflows have resumed, and short covering has jointly driven a recovery in risk appetite. ETH, along with several popular altcoins and crypto-related U.S. stocks, has also strengthened in tandem. However, whether $80,000 can truly transition from a resistance level to a support level still requires monitoring subsequent ETF fund flows, Fed policy expectations, and macroeconomic data changes.

PONS generated approximately $4.73 million in single-day trading fees, exceeding the combined total of Hyperliquid, Polymarket, and Fomo.

Strive斥资1.43亿美元增持1800枚比特币；Solana财库公司DeFi Dev上周恢复购买SOL，持仓增至233万枚。

A seemingly loss-making "sell low, buy high" maneuver has helped Strategy regain the upper hand.

Pons daily revenue reached $1.4 million, setting a new all-time high.

US stock indices showed divergence in pre-market trading on August 25, with funds rotating toward defensive sectors. Strategy (MSTR) bucked the trend with a 2.83% gain. This article analyzes its Bitcoin-per-share metrics, the amplifying effect of Beta positioning, and SMTC earnings guidance.

Strategy BTC持仓账面盈利约25.3亿美元。

The crypto market recovery is lifting U.S. stocks.