Odaily News - Arthur Hayes recently sat down for a video interview on the Altcoin Daily podcast. During the interview, Arthur once again expressed his strongly bullish view on ETH: "In this liquidity-driven rally in the crypto market, it will outperform all other large-cap crypto assets."
When the host asked, "Assuming BTC reaches $200,000 within the next five years, where will ETH stand?" Arthur replied: "I don't know what the exchange rate will be—maybe $20,000, $25,000, or even $30,000... Right now, BTC's market dominance is around 60%, while during the DeFi Summer of 2020 to 2021, it dropped to roughly 25%–26%. I don't think it will fall that low again, but a drop to 40% is possible—and most of that shift will be driven by ETH. Because it's the largest asset by size, and no other asset can appreciate enough, both in magnitude and speed, to meaningfully reduce BTC's dominance."
Odaily News According to on-chain analyst Ai Yi's monitoring, Hyperliquid's largest LIT short position added $2.5 million in margin today, with a current floating loss of $5.605 million. The short position holds 2.528 million LIT tokens, valued at approximately $8.9 million, with an entry price of $1.3. After LIT was listed on Upbit today, its price surged briefly, prompting the short position to add margin to reduce liquidation risk. Currently, the margin for this single position stands at $7.16 million, with a liquidation price of $5.78.
Odaily News: Bernstein analysts have assigned Circle an “Outperform” rating with a price target of $140, noting that its growth cycle does not depend on the progress of the Clarity Act. The analysts pointed out that USDC supply grew by $1.7 billion over the past week, and the stablecoin trading volume market share continues to expand. (The Block)
Odaily News: Arthur Hayes recently sat down for a video interview on the Altcoin Daily podcast. During the interview, Arthur shared more details about his new venture, Flop Network. Arthur mentioned that FLOP has the potential to become one of the top two tokens in the cryptocurrency market.
Arthur further explained: "This is the kind of binary bet—either it becomes the foundational currency of the entire AI Agent economy, or it becomes nothing. I love binary bets, just like when I bet on whether Bitcoin derivatives would ever gain traction. The key is whether the project or company you're investing in is on the track to compete for the crown. Obviously, this laurel won't be decided in a year or two, but if the market reaches a consensus and believes that FLOP will become the core currency of the largest economy in the known universe (the AI Agent economy), then its market cap would be fully capable of rivaling Bitcoin—or even surpassing it."
Odaily讯 韩国消息人士周一表示,韩国总统李在明本周可能会与三星电子会长李在镕举行会晤,双方可能讨论以半导体和人工智能为核心的韩国三大超级项目。就在数日前,李在明刚刚会见 SK 集团会长崔泰源。
消息人士称,李在明本周还可能与现代汽车集团执行董事长郑义宣举行会晤。在外界猜测美国正要求韩国按照首尔对美投资承诺,加大对美国半导体产业投资之际,上述会谈引发关注。不过,韩国产业通商资源部长官金正宽此前表示,韩国尚未与华盛顿就相关问题举行会谈。(金十)
Odaily News, Arthur Hayes recently sat down for a video interview on the Altcoin Daily podcast.
During the interview, Arthur revealed more details about his new venture, Flop Network. He mentioned that Flop Network is expected to airdrop 20% of its total 10-year supply — though this figure may be adjusted later, with the announcement intended to gather community feedback.
Odaily Planet Daily News Metaplanet CEO Simon Gerovich stated that his long-term bullish outlook on Bitcoin is not based on price trends, but rather on AI transforming the concept of scarcity in the economy. As AI significantly reduces the production and replication costs of software, content, analytics, and other products, future value may increasingly flow to assets whose supply cannot be expanded through technology.
Gerovich noted that Bitcoin's 21 million supply cap is enforced by network rules and cannot be increased by improvements in production efficiency or intelligence levels. Meanwhile, as an asset that cannot be replicated or diluted and can be settled 24/7 globally, Bitcoin's scarcity attributes will become even more pronounced in a context where AI is driving more goods and services toward abundance.
Odaily News: Wintermute's current top five short positions total approximately $108 million, with ETH shorts being the largest at around $48.99 million; BTC and SOL shorts are approximately $25.65 million and $13.85 million respectively, while HYPE and XRP shorts stand at around $10.75 million and $9.03 million respectively.
Odaily News: Santiment posted on X platform that Bitcoin's price has risen approximately 22% recently, with leveraged positions being unwound accordingly. Open interest denominated in Bitcoin has fallen from approximately 353,500 BTC before the rally to approximately 312,600 BTC as of August 23, a decline of about 11%, marking the lowest level in at least a month. Between August 12 and 18, the average price of Bitcoin was approximately $63,500, rising to approximately $77,700 on August 23. Open interest denominated in USD grew by approximately 8% over the same period, with price appreciation outpacing the pace of position unwinding.
Odaily News: According to MSX.COM data, US optical communications stocks broadly declined in pre-market trading, with Coherent down nearly 5%, Lumentum down over 4%, Marvell Technology down over 5%, and Corning down nearly 4%.
Odaily News, CryptoQuant analyst Axel Adler Jr. stated that as BTC rose from approximately $63,000 to $77,000 over the past 8 days, the proportion of BTC short-term holders (STH) in profit has climbed from 26.1% on August 17 to 74.9%, indicating that the majority of short-term holders have returned to a profitable state.
Meanwhile, the net profit/loss indicator for short-term holders flowing to exchanges has turned positive, reaching +28,600 BTC as of August 24, surpassing the +25,000 BTC level. Axel Adler Jr. pointed out that if this indicator continues to stay above +25,000 BTC while BTC's upward momentum begins to slow, the risk of concentrated selling by short-term holders will further increase. Conversely, if the indicator falls back to near zero while BTC's price remains stable, it would suggest that potential selling pressure is easing.
Odaily Planet Daily News: A user lost approximately 550,000 USDC after clicking a Google sponsored ad that led to a fake Hyperliquid website. The case involved the use of a professional "coin-stealing service" infrastructure linked to the Inferno system. The service recruited clients via Telegram accounts, offering malicious scripts, automated theft, cross-chain withdrawals, and automatic profit distribution. In this case, the phishing group was responsible for purchasing ads, deploying fake entry points, and providing the final receiving addresses; after the theft succeeded, the backend automatically split the funds.
Odaily News: He Yi posted on X platform stating that CZ does not use WeChat. Currently, the highly active "Binance Mall" and CZ in WeChat groups are both fake Binance and fake CZ, and they are conducting offline promotional schemes. Please remind each other and be cautious of scams.
Odaily News: BitcoinTreasuries.NET posted on X platform, stating that U.S. President Trump has disclosed the sale of Strategy stock valued between $16,000 and $65,000.
Odaily News: Darkfost posted on X platform, stating that the bull/bear market indicator has just transitioned into the early stage of a bull market. Although this indicator is not a perfect market signal, this change confirms that market conditions have significantly improved. In the coming weeks, this trend is worth continuous attention.
Odaily News: On August 21, 2026, PeaqOS integrated World ID, allowing robots and machines operating on PeaqOS to natively request and verify World ID proofs via robotic.sh, confirming that the interacting party is a real and unique human—without collecting names, facial information, or other personal data.
The system employs zero-knowledge proofs, meaning machines receive cryptographic proof that the user is a real human, rather than identity information. As a coordination layer, PeaqOS connects to World ID through decentralized identifiers (DIDs) and machine markets, recording auditable interaction logs.
This solution can be applied in scenarios such as autonomous delivery, shared machines, and pharmaceutical delivery. Users can verify multiple times in the World App and during the delivery process, allowing robots to confirm that the recipient is the same person associated with the order. PeaqOS also plans to extend zero-knowledge verification to more DePIN projects. (Bitcoin.com News)


