Odaily News - SK Hynix CEO Kwak Noh-jung stated that the global memory chip shortage is expected to persist until the end of 2030, with a low risk of supply glut, as memory chips are no longer "merely standardized commodities" in the AI era. Despite market concerns over an AI investment bubble, he said he "sees no" signs of supply glut risk or a potential memory downcycle, as demand from AI customers remains robust.

"If we cross the AI peak or face another downcycle in the future, challenges could arise. However, I believe the next downcycle will differ from the downturns we have experienced over the past few decades. Even if a downcycle occurs, I expect it will not be a sharp decline, but rather a slow drop in demand, possibly even stabilizing." (Jin Shi)

Odaily星球日报讯 据链上分析师 Ai 姨监测，某巨鲸于今日凌晨 3 点左右在 Hyperliquid 开启 403.44 枚 BTC 的 10 倍多单，价值 3149 万美元；同时开启 4781 枚 ETH 的 12 倍多单，价值 1175 万美元，目前浮亏 36.2 万美元。该笔交易为该巨鲸在 Hyperliquid 上的首次合约交易。

Odaily Planet Daily News According to Lookonchain monitoring, Unipcs (@theunipcs) spent 67,300 tokens on the Solana chain address 2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH to purchase 10.96 million tokens on the Ethereum chain address 0x07f5b6823751c2e2cd4560f28af75ff887102241, and has not sold them yet. The current value of this position is $2.55 million, with Unipcs profiting $2.48 million, representing a 37x return rate.

Odaily News - StonkBrokers development team Clutch Markets announced on X the launch of the STORMM (Stock Token Optimized Regenerative Market Maker) mechanism, and plans to launch Leverage Machine, a permissionless on-chain options exchange built on this mechanism, in September. On Leverage Machine, users can provide stock token or ETH liquidity and earn LP fees, option premiums, and stock token multiplier dividends. Other users can purchase call or put options based on the corresponding liquidity. Notably, every option position on the platform will be minted as a tradable NFT, recording position size, strike price, expiration time, and in-the-money status, and can be traded on NFT marketplaces such as OpenSea.

In addition, Leverage Machine will introduce Easy Mode, where users only need to input their predictions on stock token price and time horizon, and the system will automatically match the corresponding strike price liquidity and complete the option trade. For option buyers, this mode has no forced liquidation like perpetual contracts—positions will simply expire worthless or be exercised if in-the-money at expiration.

1. realtrumpcoins: Never authorized the issuance of any digital tokens, currently cooperating with relevant authorities to investigate the incident;

2. Robinhood Chain hits record high with $945 million in single-day DEX trading volume;

3. Total value of Robinhood Chain stock tokens surpasses $50 million, with number of holding addresses doubling since the start of the month;

4. Analysis: Short-term holders' unrealized profit margin reaches highest level since July 2025, which may be one of the reasons BTC is stalling around the $80,000 mark;

5. Viewpoint: Billion-dollar tokens on Robinhood Chain often experience a 60%-95% pullback before entering a second round of rally;

6. South Korea's top 10 securities firms post nearly $4.356 billion in Q2 net profit, yet share prices remain under collective pressure;

7. Hyperliquid founder: HIP-4 will enable permissionless deployment after the next network upgrade;

8. Zcash has risen approximately 19x over the past year, and Grayscale believes it remains undervalued.

Odaily News: According to Lookonchain monitoring, a whale purchased another 243,713 HYPE over the past 10 hours, valued at $20.24 million.

Odaily报道，据 Lookonchain 监测，一名沉寂了8个月的巨鲸从 Hyperliquid 购入了 7.69 万枚 SOL，价值约 800 万美元。

Odaily News Cryptoquant founder and CEO Ki Young Ju stated that the peak of Bitcoin's current bull market cycle may be driven by institutional capital outside the United States and ETF demand. He pointed out that deeper stablecoin liquidity and tokenized asset infrastructure will expand global market participation.

Ki Young Ju cited South Korea as an example, noting that the country currently has no spot Bitcoin ETFs, retail investors cannot purchase overseas-listed spot Bitcoin ETFs, and most companies are unable to open trading accounts to buy BTC. South Korea has gradually opened up corporate participation in phases, with the Financial Services Commission (FSC) roadmap covering approximately 3,500 listed companies and qualified professional investors, but financial institutions and other businesses remain excluded.

Strategy's Bitcoin bank adoption index evaluated 25 major institutions covering trading, custody, digital asset products, financing, and corporate participation, with an overall adoption rate of 32%. As of August 29, RWA.xyz data shows that the distributed asset value of global tokenized assets is $38.63 billion, up 2.65% from 30 days ago.

The Bank for International Settlements (BIS) stated that stablecoins have the potential to enable faster, programmable payments, but current designs may pose financial integrity, liquidity, and monetary risks. Ki Young Ju pointed out that U.S. spot Bitcoin ETFs recorded cumulative net inflows of approximately $57 billion in the first two years since launch, and the next phase will be global institutionalization, with more institutions adopting BTC as a strategic asset, and countries lacking ETFs will also improve relevant investment channels. (Bitcoin.com News)

Odaily星球日报讯 Avici 更新称，相关退款已全部处理完毕，并额外提供 10%的返现，发卡合作伙伴 Rain 承担全部退款费用。此次事件仅涉及通过 Avici 充值流程存入资金的 Solana 卡合约余额，常规 Avici Solana 和 EVM 钱包未受影响；上述钱包均为自托管钱包。EVM 卡余额、法币入金与出金及代币兑换功能均未受影响。相关 Solana 合约已完成升级，目前未发现进一步异常活动，团队将持续监控。此前消息称，Avici 因卡片合约漏洞遭攻击，约 50 万美元资金受到影响，团队承诺全额退款。

Odaily News: According to on-chain analyst Ember's monitoring, over the past few days BTC and ETH prices have been fluctuating at high levels, and Machi Big Brother's funds have fallen from $11.15 million to $8.8 million. Ember stated that the decline in funds was due to frequent stop-loss position reductions during minor price dips. Machi Big Brother's ETH long position has an entry price of $2,463 and a liquidation price of $2,307.

Odaily News, Hyperliquid founder Jeff Yan stated in Discord that HIP-4 will open permissionless deployment following the next network upgrade. Different market templates will be gradually rolled out through validator voting.

Odaily News, realtrumpcoins posted a statement on the X platform stating that reports claiming Trump Coins have launched, promoted, or authorized the issuance of digital tokens are "completely false" and that the information stems from malicious third-party actions. It emphasized that Trump Coins has never authorized, and will not launch, promote, or authorize the issuance of any digital tokens. The team is currently cooperating with relevant authorities to investigate the matter and will hold those responsible accountable.

Previously reported, the Meme coin GOLD was created on Solana yesterday. After @realtrumpcoins1 posted a tweet containing the GOLD contract address, the token's market cap briefly surged to $66 million. The tweet was subsequently deleted, and GOLD's market cap plummeted from $55 million to $1 million in approximately 30 seconds.

Odaily News, according to GMGN data, the Robinhood ecosystem token CLAN surged rapidly this morning, with its market cap briefly breaking through $5.5 million to hit an all-time high. It has now pulled back to around $5 million, with intraday gains exceeding 83%.

It is understood that the project behind CLAN, clan.tech, launched on Robinhood Chain today and is built on FOMO. The platform focuses on trading "Clan Keys," where holders can gain access to corresponding private chat rooms to communicate with other traders.

Odaily reminds that this token's price is highly volatile and susceptible to market sentiment and hot topics. Please be mindful of trading risks.

Odaily News, Darkfost posted on the X platform stating that during this rally to $80,000, the average unrealized profit margin for short-term holders is close to 15%. Their cost basis is currently estimated at around $70,100, and the current profit level is the highest since July 2025.

Darkfost pointed out that the market has now entered a zone where short-term holder profits are beginning to heat up significantly. As paper profits expand, the holding stability of these investors may decline, leading to increased profit-taking pressure. Therefore, it is not surprising that the BTC price has temporarily stalled around $80,000 recently.

Odaily News: Cosmos Labs has released an analysis report on the EVM module security incident. Between August 20 and August 25, attackers exploited a vulnerability in Cosmos EVM to steal funds from multiple Cosmos chains. After MANTRA first issued a notification, the Cosmos security team coordinated with approximately 40 chains to assess risks and deploy mitigation measures. A total of 6 networks were attacked, with approximately $2.87 million in assets sold on DEXs after being bridged, and another approximately $2.85 million in assets sold on CEXs. The CEX accounts used by the attackers have been frozen, and related investigations are ongoing. An additional 13 potentially vulnerable networks completed patches, halted chains, or took other protective measures in a timely manner, with no further losses reported. The vulnerability was first reported as early as April 25 through the bug bounty program.

Odaily News: Bitwise CEO stated on the X platform that Solana, Ethereum, and Bitcoin are currently the only three crypto assets globally whose ETF scale has grown to exceed $1 billion.