Odaily News Trader Ansem (@blknoiz06) stated in a post on platform X that billions of dollars in stablecoins are currently sitting on-chain, waiting to re-enter risk asset markets.

Ansem believes that in the coming weeks, market participants will gradually realize that major crypto assets (Majors) do not necessarily need to hit new all-time highs, and capital rotation may occur sooner than expected.

He noted that as stablecoin funds flow back into risk assets, the market could see a stronger upward rally.

Odaily News Nvidia CEO Jensen Huang announced that the company has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.

Huang stated that the AI industry is transitioning from a phase where "enterprises purchase chips and build data centers project by project" to a new stage where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, repeatable construction, and usage by diverse customers.

Nvidia noted that AI factories encompass not only GPUs but also high-speed networking, system software, AI frameworks, and the CUDA ecosystem. Built on globally widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.

In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. Nvidia will provide the AI factory platform, while the financial institutions will handle long-term capital and financing capabilities.

Huang indicated that in some projects, Nvidia may provide up to 25% residual value support, but this will be prudently assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, the independent judgment of institutional investors.

He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. Going forward, growing demand for AI computing will create a virtuous cycle where "more compute drives stronger AI, stronger AI generates more revenue, and more revenue further fuels compute demand."

Odaily News Trader "First Set Ten Big Goals" Jason (@Jason60704294) stated that the medium-to-long-term trend has not changed and still believes the current area is a cyclical bottom. Barring an extreme structural collapse, he believes the area around $58,000 for Bitcoin will be the bottom zone for this cycle.

Jason said that previously reducing his position by two-thirds at a cost basis of around $64,000 was not a change in his bullish outlook, but rather an active effort to lower position risk and reserve room for extreme market conditions. If future price action aligns with expectations, he will look for opportunities to gradually buy back the positions he trimmed.

He reminded that Bitcoin has recently been in a range-bound market, making position management key to controlling risk. He noted that he typically uses 3x to 5x leverage for trading, while 10x, 20x, or even higher leverage may carry a greater risk of liquidation.

Odaily Planet Daily News: Trump Media & Technology Group (DJT) released its earnings report on Monday, revealing that its Truth API service—which provides traders with rapid access to popular accounts' posts on "Truth Social"—has already signed on "more than 10" clients and has begun generating revenue. The service allows users to faster retrieve information from top "Truth Social" accounts, including Trump's own account. U.S. government oversight bodies and congressional Democrats have previously criticized the service, arguing that the company is selling investors access to potentially market-moving information. In the second quarter, Trump Media & Technology Group posted revenue of $1.7 million and a net loss of $238 million, though since Truth API launched on August 1, the results for that quarter did not include revenue from the business. It was previously reported that Truth API subscriptions cost $100,000 per month; with multi-year contracts, the price could drop to $60,000 per month. Following the release of Trump Media's Q2 earnings, the stock slipped 0.7% in after-hours trading. (Jin Shi)