Odaily星球日报讯 法国兴业银行分析师基特·朱克斯在一份报告中表示，随着持有美元多头头寸的理由减弱，投机者正缩减对美元走强的押注，目前市场交投清淡。他表示：“也许本月美国数据向我们发出了虚假信号（虽然只是一个月的数据，但范围相当广泛——消费、通胀、就业均弱于预期）。”这些数据已促使市场下调对美国加息的预期。朱克斯表示，现在的问题是等待 9 月数据，还是接受美元指数在今年剩余时间内可能在 95-100 区间徘徊的预期。(金十)

Odaily News: The Board of Hong Kong Exchanges and Clearing Limited has approved a three-year contract renewal for Group Chief Executive Officer Bonnie Y Chan, who previously supported the launch of a virtual asset index series to help investors make informed investment decisions by providing transparent and reliable real-time benchmarks, thereby supporting the healthy development of the virtual asset ecosystem and consolidating Hong Kong's position as an international financial center. (BAU)

Odaily News According to a report by Morgan Stanley analysts, low volatility in the G10 foreign exchange market is expected to persist through late August and early September. Data from now until the September Federal Reserve meeting should align with expectations that the Fed will hold interest rates steady this year, which will prompt markets to gradually digest rate hike expectations. "Given the long-term weak correlation between Fed policy pricing and FX volatility, we expect FX volatility to face downward pressure." In addition, ahead of the U.S. midterm elections, Middle East risks may continue to be digested by the market, while August has historically been a relatively calm period for markets. (Jin Shi)

Odaily News: Goldman Sachs prime brokerage data shows that in the week ending August 13, hedge funds recorded their largest net buying of stocks in six months. The Goldman team noted this was the third consecutive week of net buying, with volumes coming in 1.6 standard deviations above the average capital flows of the past year. Overall, the week's aggressive buying did not push portfolio risk exposure above levels seen at the start of the week. What changed was mainly the composition of holdings rather than the scale of risk.

Odaily讯 据 Onchain Lens 监测，某地址疑似正在对 CXMT 相关仓位进行大规模操作。

监测信息显示，该地址此前建立了约 2000 万美元规模仓位，目前正在通过主动交易方式锁定利润（locking in positions）。与此同时，CXMT 价格持续走弱，该地址在上方布设价差限价订单（spread limit orders），并开启两组 TWAP（时间加权平均价格）策略进行平仓。

Odaily News: Gary Hoffman, Chairman of UK digital bank Monzo Bank Ltd., is set to step down from his role next month. According to sources familiar with the matter, Monzo board member Karen Peacock will temporarily assume the chairman position. Monzo declined to comment on the matter. It is understood that Gary Hoffman has held executive roles at multiple fintech and payment companies, and his departure comes amid intensifying competition in the digital banking sector. (Bloomberg)

Odaily News According to reports from the Americas, Europe, and the Middle East, family offices of ultra-high-net-worth investors are significantly increasing their investments in SpaceX, with total exposure reaching approximately $3.8 billion. This shows that private wealth institutions are competing for investment opportunities in the rocket, satellite, and artificial intelligence company founded by Elon Musk.

According to data compiled by Bloomberg based on regulatory filings (13F), as of the end of June, the family office of Nick Pritzker, heir to the Hyatt hotel fortune, held a SpaceX investment position valued at approximately $1.8 billion.

The report states that as SpaceX gains market attention following its initial public offering (IPO), more and more family offices are positioning themselves in the company through private market investment channels. Since SpaceX remains a high-valuation, scarce private technology asset, its equity opportunities have long been sought after by institutional investors and ultra-wealthy individuals.

Investors value not only SpaceX's leading position in the commercial aerospace sector, but also its Starlink satellite internet business and its future potential in artificial intelligence infrastructure. As the AI wave prompts global capital to reassess the value of computing power, communications, and space infrastructure, SpaceX is gradually becoming an important investment target connecting the aerospace, satellite communications, and AI industries.

However, due to the limited liquidity of SpaceX's private equity transactions and their high valuations, the large-scale bets by family offices also mean that investors are taking on higher long-term valuation and exit risks. (Bloomberg)

Odaily reported that World Liberty Financial, a crypto project backed by the Trump family, is partnering with Hong Kong-based AI platform WorldClaw. Among the 90 AI models offered by WorldClaw, 43 come from Chinese companies such as Alibaba, Baidu, and DeepSeek, some of which have been placed on U.S. government restriction lists due to national security or intellectual property risks. The platform accepts payments in crypto assets, including the USD1 stablecoin issued by World Liberty, and the Trump family holds a 38% stake in the project, standing to benefit from it. Reuters noted that there is currently no evidence the partnership violates the law, but experts argue it creates a clear tension with the U.S. government's tough stance on Chinese AI. (Reuters)

Odaily News: U.S. President Trump has confirmed the existence of a secret communication channel between himself and officials of Iran's Islamic Revolutionary Guard Corps, stating that he is "in no hurry" to resolve the Iran issue. Trump also warned, "If Oman obstructs, we will strike it hard."

Trump also stated that Iran should "raise the white flag of surrender" (Xinhua News Agency)

Odaily News Bitfinex's latest report indicates that Bitcoin (BTC) has been fluctuating within a narrow range recently, with volatility, trading activity, and market liquidity all compressed to levels similar to those seen at the end of a bear market.

Currently, Bitcoin's price remains above the "Median Realised Price" of around $63,200, while the key level for short-term holders (STH) to achieve overall profitability stands at $67,176. Meanwhile, market demand is weakening: U.S. spot Bitcoin ETFs recorded net outflows of approximately $385 million last week, corporate Bitcoin reserve-related activity has turned negative, spot trading volume has fallen to multi-year lows, and Bitcoin transfer speed has dropped to its lowest level in seven years.

Bitfinex stated that in the current extremely thin liquidity environment, even slight changes in capital flows could trigger significant Bitcoin price fluctuations. At the same time, weak retail activity, declining real income, and deteriorating consumer confidence indicate that U.S. household demand is under pressure. Bitfinex noted that the current market shows a clear divergence: accommodative financial conditions are driving traditional risk assets higher, but the crypto market has not yet received corresponding capital inflows.

Bitfinex believes that the core market question has shifted from "whether monetary policy will improve" to "whether improved liquidity can translate into capital inflows for crypto assets." If Bitcoin spot ETFs resume sustained net inflows in the future, coupled with stablecoin supply expansion, this would signal a restart of the crypto market's liquidity transmission mechanism and could become a key catalyst for BTC breaking out of its prolonged low-volatility state.

Before capital returns, although the macro environment is gradually improving, the crypto market's upside still lacks capital support. However, given that market participation has dropped to extremely low levels and BTC continues to hold key realized price support levels, once liquidity re-enters the market, it could trigger violent fluctuations. The current structure leans toward an upward breakout once demand recovers.

Odaily News: Unitree Technology has not yet officially gone public, but trading around this hot new stock has already begun ahead of schedule. Multiple listings for acquiring and selling Unitree Technology IPO allotment rights have appeared on second-hand trading platforms such as Xianyu. Currently, several intermediaries are acquiring shares of this new stock through various channels, with widely varying quotes. Some intermediaries are bidding 520 yuan/share (issue price: 150.8 yuan/share), while others quote 410 yuan/share. Among certain investors and intermediary groups, some refer to this trading as a "gray market."

At present, this trading remains an extremely limited activity. Multiple market participants, including brokers and public fund managers, said they had not previously heard of any so-called "gray market" in STAR Market IPO subscriptions. Its sudden emergence may be related to Unitree Technology's extremely low allotment rate and high expected listing returns. The current private acquisition of new stock shares in the A-share market is a verbal agreement between private parties and is not protected by law. (Caixin)

1. Unitree Robotics unveils "Super Human," pushing beyond the limits of all humanity;

2. BitMart employees publicly voice five demands, requiring the company to disclose assets and repayment plans before August 19;

3. Consumer confidence hits an all-time low, while Bitcoin misses the capital rotation as stocks reach record highs;

4. Binance will adjust the minimum tick size for five contracts including BEATUSDT;

5. Goldman Sachs reviews US Q2 earnings: AI spending continues to surge, but profits remain elusive;

6. predict.fun launches predictions for the Hang Seng Index's rise and fall;

7. A whale holding $125 million in BTC short positions triggers a fourth stop-loss, with cumulative realized losses of $988,000;

8. South Korean retail investors pile into leveraged ETFs on individual stocks, with brokers and exchanges raking in over 100 billion KRW in fees within two months;

9. Hong Kong stocks close with optical communications and chip stocks gaining strength, as Yangtze Optical Fibre and Cable (06869.HK) rises 12%;

10. CXMT's token climbs above $9 as a whale's short position of 2.9 million tokens accumulates losses exceeding $11 million.

Odaily News - Nasdaq-listed Bitcoin mining company BitFuFu has released its unaudited financial results for the second quarter ending June 30, 2026. The report shows that the company's total quarterly revenue reached $42.76 million, with cloud hash rate business revenue at $24.9 million, accounting for 58.2% of total revenue; self-mining business revenue was $14 million, up 22.8% quarter-over-quarter from $11.4 million in the first quarter; hosting and other business revenue stood at $3.9 million, up 254% year-over-year from 2025. On the operational front, as of the end of the quarter, the company managed total hash rate of 15.3 EH/s, with proprietary hash rate growing 9.4% to 3.5 EH/s; power capacity stood at 273MW.

During the second quarter, the company continued to adjust its hash rate allocation around its self-mining operations while maintaining an average miner efficiency of 17.8–18.1 J/TH, and procured and deployed approximately 3,200 next-generation S21 XP miners. Meanwhile, in June and July, the company further secured additional hash rate, which is expected to come online progressively in August, driving total managed hash rate back to approximately 20 EH/s by mid-August. On the financial side, the company's adjusted EBITDA was negative $18.4 million, a significant improvement from the negative $34.4 million in the first quarter, with losses narrowing by approximately 46.5% quarter-over-quarter. As of the end of the quarter, the company held total cash, cash equivalents, and digital assets of $119.5 million, including 1,671 Bitcoin.

Odaily News: According to Fox News, Trump threatened to bomb Oman if Oman obstructs the U.S. (Jin10)