Odaily News: According to Iran's Tasnim News Agency, the Chief of Staff of the Iranian Armed Forces stated: Although the countries on the southern coast of the Persian Gulf have indicated through various statements that they will not allow the United States to use their territories against Iran, they must understand one fact: nothing can escape our eyes. It seems unlikely that such a large number of military aircraft, especially tanker aircraft, could appear at regional bases without the knowledge of the host countries. We issue another solemn warning: any assistance or facilitation provided to the U.S. aggressor forces will be regarded as coordinated participation with the U.S. military. (Jin Shi)
1. Bitcoin spot ETFs saw a total net inflow of $189 million yesterday, while Hashdex DEFI announced its delisting;
2. Ethereum spot ETFs recorded a total net inflow of $71.468 million yesterday, with BlackRock's ETHA leading at $64.6814 million in net inflows;
3. Arthur Hayes: The AI bubble is concentrated in data center debt and unprofitable AI companies; he remains bullish on the Agentic Economy;
4. Serenity: Unitree's listing provides a valuation benchmark for humanoid robot companies in the public market;
5. HSBC upgraded its rating on the Korean stock market to overweight;
6. BitBox discovered two critical vulnerabilities and one bootloader issue in its firmware and has released a fix update;
7. AI token prices are falling but trading volume is expanding; Cathie Wood says market demand for AI has enormous price elasticity;
8. A single allotment yielded a profit of 475,000 yuan; Unitree's opening price of 1,100 yuan corresponds to a market cap of 445 billion yuan;
9. Liang Wenfeng gained a paper profit of 1.1 billion yuan from subscribing to Unitree's IPO, while affiliates of Lei Jun's Shunwei Capital saw paper gains exceeding 15.2 billion yuan;
10. Zhibao Technology completed a $154.7 million PIPE financing round, adding 2,380 Bitcoin to its corporate asset reserves.
Odaily News: It is understood that Unitree Robotics angel investor Yin Fangming invested 2 million yuan in August 2016 for a 15% stake in the company, at a post-investment valuation of only 13 million yuan. After subsequent rounds of financing dilution, as of before the IPO, Junwan Hongyi, controlled by Yin Fangming, held 11.1749 million shares, representing approximately 2.76% of the company, making it the tenth-largest shareholder of Unitree Robotics. Based on the issuance market value of 61 billion yuan, the stake was valued at approximately 1.685 billion yuan; currently, Yin Fangming still holds approximately 16.62% of Junwan Hongyi.
As Unitree Robotics debuted on the Science and Technology Innovation Board (STAR Market) today and its stock price briefly surged past 1,100 yuan, the market value of Junwan Hongyi's stake once climbed to 12.292 billion yuan. At present, Unitree's stock price is tentatively reported at 884 yuan, with Junwan Hongyi's stake still valued at as much as 9.878 billion yuan, representing paper gains of 9.876 billion yuan, a gain multiple of up to 4,938 times. Compared with the 840-fold return based on issuance market value, the gains have nearly sextupled. The look-through market value corresponding to Yin Fangming's remaining personal interest is approximately 1.638 billion yuan. Counting only this portion of equity and the 1.3106 million yuan in equity transfer income disclosed in 2018, Yin Fangming's book return on his 2 million yuan angel investment has exceeded 819 times.
Odaily Planet Daily News: Danske Bank senior analyst Kirstine Kundby-Nielsen and chief analyst Jens Peter Sorensen stated that the Federal Reserve is expected to hike interest rates once in December 2026 and once in March 2027, respectively, to address potential inflationary pressures. At that point, the key policy rate would rise to 4.00%-4.25%.
In their report, they noted: "We still believe a rate hike could come earlier, but the latest disappointing data has made the risk profile more balanced." Money markets currently price in a 23-basis-point rate hike by the Fed in December and a cumulative 33 basis points of hikes by March 2027. (Jin Shi)
Odaily News: Market data shows Unitree Technology's afternoon gains narrowed to 486%, with shares reported at 883.85 yuan.
The contract price for Unitree Technology on trade.xyz is currently reported at $123.63.
Odaily News According to market data, the A-share humanoid robot sector continued to decline in the afternoon, with more than 10 stocks including Julun Intelligent, Wuzhou Xinchun, Qinchuan Machine Tool, and Meihu Co., Ltd. hitting the daily limit down. Harmonic Drive, Jiangsu Beiren, Fengguang Precision, and Shangwei New Materials fell by more than 15%.
Odaily News Bybit today released its H1 2026 Risk and Security Report. Following the security incident in February 2025, Bybit has comprehensively upgraded its security architecture, transitioning toward a new defense model characterized by earlier detection, faster response, and continuous adaptation. Key highlights from the report are as follows:
User Fund Protection: In H1, over 30,000 suspicious withdrawals were intercepted, protecting nearly 20,000 users from potential losses exceeding $700 million. The average initial review time was just 4.7 minutes (with 95% completed within 10 minutes).
100% On-Chain Monitoring: Monitoring covers all business-related on-chain activities (including listed tokens, ecosystem contracts, and hot/cold wallets). In H1, 10 security incidents involving listed token projects were handled with zero platform losses; of these, responses to 8 incidents were faster than other major exchanges, and 2 attacks were detected before the project teams themselves. Additionally, approximately $212 million in potentially fraudulent on-chain funds was identified, and over 10,000 malicious addresses were blacklisted.
AI-Driven Security Operations: More than 100,000 security alerts were processed. AI-assisted audits identified critical vulnerabilities at an efficiency 3-5 times that of manual efforts; the automated red team platform reduced the time from asset discovery to initial testing to within 24 hours (compared to weeks with traditional manual methods), and the cycle from security assessment to testing was shortened from two weeks to two hours.
Accountability and Asset Recovery: In collaboration with law enforcement agencies and blockchain intelligence firms, stolen assets are being traced, and legal action has been taken against North Korea and the Lazarus Group to hold them accountable and recover funds.
David Zong, Head of Risk Control and Security at Bybit Group, stated: "The cybersecurity arms race has entered the era of 'minute-level' response. Leveraging AI to strengthen risk control capabilities and ensuring the security of AI systems themselves is our top priority, but critical security decisions remain centered on human judgment."
Odaily News: Darkfost stated on the X platform that retail demand for Bitcoin is increasing, approaching the highest level seen in the past two years. Historical data shows a clear correlation between growth in retail demand and local price tops in Bitcoin. Although the current BTC rebound is relatively weak, retail demand is rising rapidly. Darkfost believes this may reflect "impatience" among retail investors, who have become more sensitive to minor fluctuations in BTC.
Monitoring by the PPP Prediction Market Tool shows that in the Polymarket event "Will the Fed hold interest rates steady in September?", an account (0xfbe66593e49c4e7a7180a2582f041158bfb800f8) that has earned over $160,000 in profit over the past month purchased $278,000 worth of shares betting the Fed will keep rates unchanged in September, at an average entry price of 50.7¢, holding 389,715.1 shares.
According to the settlement rules, this market will settle based on the interest rate change following the Fed's September 2026 FOMC meeting. If the rate adjustment magnitude does not fall within existing options, it will be rounded up to the nearest 25 basis points—for example, a 12.5 basis point rate cut or hike would be calculated as 25 basis points. If no relevant statement is released before the meeting concludes, the event will settle as "unchanged."
The Fed's next FOMC meeting is scheduled for September 15-16, 2026. Previously, at its July meeting, the FOMC voted 9 to 3 to hold interest rates steady.
Join the PPP Signal Push Community to stay ahead of the curve and seize the initiative.
Odaily Planet Daily News Morgan Stanley has lowered its core revenue forecast for Baidu (BIDU.O) for 2026 to 2028 by 1% to 9%, and its non-GAAP operating profit forecast by 6% to 31%, reflecting weak revenue and increased artificial intelligence investment. The US-listed share price target for Baidu has been significantly cut by 38.5% from $130 to $80, equivalent to 10 times the projected price-to-earnings ratio for 2027, with the rating downgraded from "market perform" to "underweight."
Odaily News: HSBC analysts, led by Herald van der Linde, Head of Asia-Pacific Equity Strategy at HSBC, stated that the recent pullback in the South Korean stock market has effectively cleared a significant amount of excess leverage. The bank has upgraded its rating on the South Korean stock market from neutral to overweight, noting that while volatility remains elevated, it has retreated from its peaks. HSBC also noted that if the South Korean stock market continues to perform strongly, active funds may find it increasingly difficult to increase exposure without breaching concentration limits, which could lead to sustained selling pressure. However, as long as domestic demand for equities remains robust, this should not pose a major obstacle. (Cailian Press)
According to Odaily, data from SoSoValue shows that yesterday (August 18, Eastern Time), Bitcoin spot ETFs recorded total net inflows of $189 million.
The Bitcoin spot ETF with the highest single-day net inflows yesterday was BlackRock's ETF IBIT, with net inflows of $144 million. To date, IBIT's cumulative historical net inflows have reached $61.4 billion.
Next was Fidelity's ETF FBTC, with single-day net inflows of $23.92 million, bringing FBTC's cumulative historical net inflows to $10.02 billion.
The Bitcoin spot ETF with the largest single-day net outflows yesterday was VanEck's ETF HODL, with net outflows of $16.92 million. HODL's cumulative historical net inflows currently stand at $1.07 billion.
Additionally, Hashdex's Bitcoin spot ETF DEFI has initiated closure and liquidation procedures due to factors such as asset scale, trading liquidity, and operational costs. It concluded trading on NYSE Arca on August 17 and will subsequently be delisted. The fund will liquidate its remaining Bitcoin holdings starting August 18, with cash liquidation proceeds expected to be paid to holders around August 24. According to Bloomberg data, as of July 30, DEFI's assets under management were approximately $7.28 million.
As of press time, the total net asset value of Bitcoin spot ETFs stands at $79.3 billion, with the ETF net asset ratio (market value as a percentage of Bitcoin's total market cap) reaching 6.12%. Cumulative historical net inflows have reached $52.28 billion.
Odaily News – Ava Labs former President John Wu announced that Charley Cooper has been appointed President of Ava Labs, where he will oversee day-to-day operations and drive the next phase of growth. Cooper previously served at the U.S. Department of Defense, the CFTC, as well as traditional financial institutions such as Deutsche Bank and State Street, and brings over a decade of blockchain industry experience. In addition, Lydia Chiu has officially assumed the role of CFO, having previously served as Interim CFO.
John Wu will transition to Senior Advisor at Ava Labs, where he will continue to contribute to long-term strategy and focus on deepening Avalanche's relationships with Wall Street and Silicon Valley.
Odaily News: predict.fun has launched a prediction event titled "Unitree Technology IPO Closing Market Cap Reaches Target." Data shows that the probability of the market cap exceeding 300 billion is currently 97%; the probability of exceeding 350 billion is 80%; the probability of exceeding 400 billion is 40%; and the probability of exceeding 450 billion is 30%.


