星球早讯
1. JP Morgan: The probability of the Clarity Act passing within the year has decreased, which is unfavorable for the crypto market outlook;
2. Sources: Citadel has acquired most of the stock portfolio of the fund managed by the "AI stock guru";
3. Multicoin is long on Robinhood (HOOD), and HOOD is the firm's largest stock position;
4. Sources: The fund managed by the "AI stock guru" is liquidating positions after suffering massive losses;
5. The New York State pension fund still holds $29.8 million worth of Strategy stock and sold $1.06 million worth of MSTR;
6. Arthur Hayes: Fed policy opens room for upside for DeFi projects with proven product-market fit;
7. Dragonfly partner: Without the development of the crypto industry, today's AI boom might not have emerged;
8. Polymarket's crypto up/down market settlement will switch to TWAP, with $1 million in liquidity rewards added in August;
9. Quantum Solutions, the largest ETH holder among Japanese listed companies, sold 1,000 ETH to fund its AI infrastructure business;
10. Bloomberg ETF analyst: Bonds have recently failed to hedge stock declines, with increased inflows into money market funds and buffer ETFs.
