Odaily News, "Fed Whisperer" Nick Timiraos stated that the US Treasury recently announced it will raise the single-operation buyback cap for long-term nominal coupon Treasury securities from $2 billion to at least $4 billion starting September 9.

Timiraos, citing interest rate strategists, noted that the timing of this decision is worth attention: it comes only about two weeks after the Treasury's previous quarterly refunding announcement, and just hours after the announcement, the Treasury had planned to issue $16 billion in 20-year Treasury bonds. This unconventional timing may indicate that Treasury officials "do not like what is happening in the market."

Odaily News: According to Lookonchain monitoring, 13 hours ago, a whale created a new wallet, deposited 20 million USDC into Hyperliquid, and opened a 4x long position on 20,000 ETH, valued at $45.38 million. Shortly after opening the position, ETH began to rise, and the long position currently holds an unrealized profit of $6.66 million.

Odaily News Google has signed a custom AI chip development and supply agreement with semiconductor design company Marvell, which has also granted Google warrants to acquire approximately 59 million shares of its common stock. If Google exercises all rights, the total investment would reach $12.18 billion.

Google will receive warrants in stages based on its procurement volume from Marvell, with the majority of rights gradually granted for every $500 million worth of products purchased. If Google meets all procurement conditions, Marvell could generate cumulative revenue of up to $120 billion.

Marvell will supply Google with custom chips including AI inference accelerators, storage and network interfaces, memory interface controllers, and near-memory computing solutions. Google previously collaborated primarily with Broadcom on TPU and AI infrastructure chip development, with both parties having signed a joint development agreement extending through 2031. This new collaboration does not replace Broadcom. (ZDNet)

Odaily星球日报讯 高盛正在试探投资者对一笔约 11.5 亿美元垃圾债券的认购兴趣，募集资金将用于建设位于美国弗吉尼亚州、由 CoreWeave 租赁的 Digital Drive 数据中心，相关债券预计于 9 月发行。

报道称，在今年 AI 基础设施相关债券大量发行后，投资者正变得更加谨慎，并要求更高收益率。由于 CoreWeave 信用评级属于投机级，其相关数据中心项目融资成本也高于由 Alphabet 等大型科技公司支持的项目。上个月，由 CoreWeave 租约支持的 Galaxy Digital 35 亿美元垃圾债券最终收益率达到 10%。（彭博社）

Odaily News: OpenRouter CEO Alex Atallah announced that Stripe has signed an agreement to acquire OpenRouter. Upon completion of the transaction, OpenRouter will retain its current name, products, roadmap, and mission unchanged, and will continue to adhere to the principle of model neutrality, with its model routing decisions remaining unaffected by the change in parent company.

Atallah stated that OpenRouter currently integrates over 400 AI models, serves more than 10 million developers and enterprises, processes over 10 trillion tokens daily, and has seen its inference volume grow at least 10-fold annually since its inception. Regarding the choice of Stripe, Atallah noted that Stripe possesses a vast customer network, global infrastructure operation experience, and mature fraud and abuse management capabilities, and the combination of the two will enable OpenRouter to expand more rapidly without sacrificing neutrality or its mission.

Odaily Planet Daily News: Fox Business crypto reporter posted on X platform, citing two people familiar with the matter, that a small group of crypto industry executives met with U.S. Commerce Secretary Howard Lutnick ahead of President Trump and industry leaders' remarks at the White House today. Attendees included Brian Armstrong, Chris Dixon, Brad Garlinghouse, and Arjun Sethi. The group broadly discussed the importance of passing the Clarity Act, the significance it could have for U.S. jobs and economic growth, and the potential to bring crypto entrepreneurs and companies back to the United States. The group also discussed remaining obstacles to the bill's passage, including ethical concerns, and how the White House could help advance a bipartisan agreement.

Odaily News: According to Lookonchain monitoring, a total of 174,350 traders were liquidated over the past 24 hours, with total liquidations reaching $2.98 billion, ranking as the eighth-largest liquidation event in cryptocurrency history.

Odaily News: According to Gate data, the South Korean KOSPI index expanded its intraday gain to 4%, now at 6,732.17 points.

Odaily News: According to on-chain analyst Ember CN, an address went long 20,000 ETH at 9 PM last night when ETH's price rebounded to $1,936, with a notional value of $38.72 million. Subsequently, as ETH rose to $2,300, the address realized a profit of $6.55 million.

Odaily News: BIP-110 supporters are discussing a hard fork to change the stalled minority chain's mining algorithm from SHA-256d to BLAKE2b. Transaction history before the fork remains shared by both chains. If transaction and signature rules remain consistent, the same transaction could be replayed on the other chain, creating a replay attack.

BIP-110's peak miner support was approximately 2.53%. After the consensus rules took effect on August 8, the minority chain produced only two consecutive blocks before stalling, while the Bitcoin main chain continued operating and widening the block height gap. The BIP-110 proposal was subsequently marked as closed, and supporters shifted focus to discussing the BLAKE2b proof-of-work scheme.

Bitcoin Knots plans to add a new signature hash option, but RDTS will still maintain compatibility with Bitcoin Core's existing signature hash types. Regular transactions may continue to be valid on both chains. Users will need to use the new option and rely on wallets or hardware signing firmware that support it to achieve asset separation.

Luke Dashjr stated on August 18 that Bitcoin should bear the responsibility for replay protection, calling it "Spamcoin." If the BLAKE2b fork proceeds around September 1, exchanges, wallets, and holders will need to distinguish between cross-chain transactions and chain-specific transactions. (Bitcoin.com News)

Odaily News: Linera announced on X that it will soon conduct an LNRA token sale. The company stated that its goal is to build products along Hyperliquid's development path, adopting a model that features a dedicated blockchain, a small team, consumer-focused products, real revenue, and a user-first approach. It will also launch a real-time prediction market capable of settling within 1 minute.

Linera noted that it employs a parallelizable “microchains” architecture, where each user and market can run on an independent microchain, with most blocks achieving finality within 1 second. Currently, its prediction market operates in a pure PvP mode, without relying on market makers for external liquidity. Linera also announced that full details of the LNRA token sale will be released soon, and holders of product badges will be eligible for exclusive access to a dedicated subscription pool.

Odaily News: Coinbase has announced that users can now generate ALIGN deposit addresses on coinbase.com, the Coinbase App, and Coinbase Exchange. However, deposits will only be enabled once the asset issuer unlocks transfers. Previously, Aligned released the ALIGN airdrop details and opened airdrop eligibility checks, though the TGE date has yet to be confirmed.

Odaily News Quantitative trading firm Hudson River Trading (HRT) recorded record trading revenue of $11.4 billion in the second quarter, up more than threefold year-over-year; net profit for the same period reached $7.4 billion, with adjusted EBITDA of approximately $8 billion, a more than 350% increase from $1.75 billion in the same period last year.

Additionally, HRT remained profitable during the July AI stock sell-off and held no direct exposure to Situational Awareness. During the same period, Jane Street posted a $15 billion loss in July, impacted by factors including investments in Situational Awareness, marking its first monthly loss in a decade. (Bloomberg)

Odaily News, Coinbase CEO Brian Armstrong posted on X platform, listing his "vision checklist" for the upcoming market: first, the CLARITY Act will receive strong bipartisan support and pass the vote on September 15, followed by "Uptober," and the start of the next crypto bull market. Armstrong stated, "Everything is unfolding as predicted."

Odaily News: Billionaire Ken Fisher's eponymous firm appears to be betting on a rally in the longest-dated U.S. Treasuries, seeking to capitalize on opportunities presented by yields near 20-year highs through a contrarian move. Earlier this month, Fisher Investments was the primary driver behind a record $4 billion inflow into a BlackRock exchange-traded fund (ETF) that invests in U.S. Treasuries with maturities of 20 years or longer.

Meanwhile, a separate BlackRock U.S. Treasury fund with a shorter average duration saw outflows of a similar magnitude, indicating a shift of funds toward the longer end of the yield curve. A spokesperson for Fisher Investments said the company cannot comment on individual securities due to its fiduciary duty to clients. (Cailian Press)

Odaily News: According to Onchain Lens monitoring, Hyperliquid generated $4.4 million in revenue over the past 24 hours, and HYPE tokens worth $4.24 million have been burned.