Odaily星球日报讯 据链上分析师余烬监测，长鑫科技（长鑫存储）今日上涨 5%，市值达到 4 万亿元。某空头在长鑫科技上市前一日以 6.5 美元、对应人民币 43.5 元的价格做空 290 万股长鑫存储，持有空单一个月后，长鑫存储价格升至 8.6 美元、对应人民币 59 元，价格亏损 630 万美元，并支付资金费用 452 万美元，累计亏损 1082 万美元。
Odaily Planet Daily News Digital asset investment platform Rockawayx has acquired digital asset hedge fund Relayer Capital, incorporating its directional long/short strategy into its approximately $2 billion investment platform. Relayer Capital founder Austin Barack will continue to manage the strategy and will serve as Chief Investment Officer of the renamed Rockawayx Liquid Opportunities Fund.
Rockawayx CEO Viktor Fischer stated that the fund will invest in highly liquid crypto tokens and digital asset-related stocks, focusing on identifying assets that are mispriced relative to their business, market position, or growth prospects. The fund is currently open to new external investors.
Rockawayx disclosed that the strategy's estimated net return from the beginning of 2026 through August 21 is approximately 70%, outperforming a weighted portfolio of Bitcoin, Ethereum, and Solana by 86 percentage points. Major contributing positions include Venice AI, Hyperliquid, Grass Network, Pump.fun, and Zcash, with investment themes concentrated on AI and tokenized real-world asset markets.
This acquisition adds the directional liquidity strategy to Rockawayx's venture capital and market-neutral businesses. Rockawayx also operates infrastructure and on-chain liquidity divisions, stating that these capabilities support its team in identifying blockchain market opportunities from early-stage financing and token issuance to public market trading phases. (Bitcoin.com News)
Odaily星球日报讯 据 Politico：据八名了解相关讨论的人士透露，尽管科技公司警告称此举可能会断送美国在人工智能领域占据主导地位的希望，但特朗普政府仍在考虑对半导体征收新一轮全面关税。(金十)
Odaily星球日报讯 据香港交易所披露，摩根士丹利对中际旭创(03308.HK)H 股的多头持仓比例于 2026 年 8 月 24 日从 7.26%增至 8.23%。(金十)
Odaily星球日报讯 HyperliquidNews 모니터링에 따르면, Hyperliquid에서 Unit의 Zcash 네이티브 현물 거래량이 전체 암호화폐 시장에서 3위를 기록했으며, 거래량은 4,830만 달러에 달해 Coinbase와 바이낸스에 이어 두 번째로 높은 수준입니다.
Odaily星球日报讯 Justin Sun 在香港 Bitcoin Asia 2026 大会表示，量子计算对区块链及整个金融系统的威胁普遍存在，摩根大通等传统银行同样面临风险。由于比特币社区高度去中心化，涉及矿工、交易所、WBTC 等多方参与者，达成抗量子共识需要较长时间。Justin Sun 表示，波场 TRON 过去一年一直在研发抗量子机制，今年上半年已发布抗量子地址方案并在测试网上线，计划在今年年底前将整个网络升级为具备抗量子能力的主流加密网络。
모니터링 결과, predict.fun의 "LCK 플레이오프 와일드카드 NS 대 BFX" 예측 이벤트에서 NS가 BFX를 이길 확률이 현재 76%로 보고되었습니다.
오늘 오후 4시, LCK 플레이오프 와일드카드에서 NS와 BFX가 맞붙습니다. 이번 경기는 BO5 방식으로 진행되며, 현재 스코어는 1:0으로 NS가 앞서고 있습니다. 이번 경기 승자는 다음 라운드에 진출하여 BRO와 마지막 플레이오프 티켓을 두고 겨루게 되며, 패자는 이번 시즌을 바로 마감하게 됩니다.
두 팀은 정규 시즌에서 두 차례 맞붙었으며, NS가 모두 2:1로 BFX를 꺾었습니다. 가장 최근 맞대결은 8월 23일이었습니다.
According to Odaily, based on official announcements, Binance Wallet recently stated that Binance Alpha has launched the AIA trading competition, with a total prize pool of $200,000. Users can click "Join" on the event page within the Binance App to start tracking their trading volume. Eligible Alpha competition traders can unlock a 1.2x trading volume multiplier; the Early Bird Multiplier has also been activated simultaneously—the earlier you participate in trading, the higher the multiplier, with trades executed on the first day of the event enjoying a 2.0x multiplier. The competition only counts buy volume, while sell volume is not included in the statistics.
It is understood that the competition rewards will be distributed in two batches, with each batch's prize pool amounting to approximately $100,000 (equivalent to approximately 1.666 million AIA tokens at a price of $0.06), and each batch is expected to cover 2,000 winning users, with an average reward of around $50 per person (approximately 833 AIA tokens).
In addition, DeAgentAI currently plans to launch the "Catch $AIA" AI motion-sensing interactive mini-game as a side activity for the trading competition, forming a multi-channel, multi-structured triple-benefit package alongside the competition rewards. Users can unlock shared rewards through the interactive gameplay.
Odaily星球日报讯 据链上分析师 Ai 姨监测，某地址在 ETH 价格再度突破 2500 美元后开启 1.5 万枚 ETH 多单，目前持有价值 3800 万美元的 20 倍多单，开仓价为 2529.77 美元。自 8 月 24 日以来，该地址通过做多比特币和 ETH 累计盈利超 85.2 万美元。
Odaily星球日報訊 Hyperbot 數據顯示，麻吉大哥黃立成此前做多清單新增山寨幣 ENA，但僅僅 1 小時後便將 10 倍槓桿 ENA 多單全部平倉，同時也將其 PUMP 多單全部平倉，截止目前其持倉價值降至約 1.17 億美元：
價值 6035 萬美元 25 倍以太坊多單；
價值 4132 萬美元 40 倍比特幣多單；
價值 1632 萬美元 10 倍 HYPE 多單。
Odaily星球日报讯 根据 MSX.COM 数据，英伟达(NVDA.O)美股盘前涨幅扩大至 7%。存储、云计算服务商、半导体股盘前走高，NEBIUS 涨超 6%，迈威尔科技、SK 海力士、CoreWeave、美光科技、闪迪涨超 4%。
Odaily星球日报讯 据链上分析师 Ai 姨监测，某巨鲸以 20 倍杠杆做空价值 3807 万美元的 BTC，持仓 60 小时后因止损亏损 28.8 万美元离场。这是该巨鲸自 8 月 19 日转为空头以来第 16 次失败，近一个月累计亏损 525 万美元。
Odaily星球日报讯 在英伟达最新财报电话会议上，公司 CEO 黄仁勋以调侃的口吻表示，2026 年最佳美股交易策略就是看他和谁一起吃饭，第二天他们的股票价格就会翻倍。
英伟达此前公布财报，披露 2027 财年第二季度营收同比增长逾一倍至 962.2 亿美元，高于 LSEG 统计的市场预期 921.7 亿美元；截至 7 月 26 日的 3 个月内，调整后每股收益为 2.22 美元，超过预期的 2.10 美元。作为核心业务的数据中心收入同样增长逾一倍至 890 亿美元，高于市场预期的 850.8 亿美元。
Odaily星球日报讯 行情数据显示，香港恒生指数收跌 0.34%，恒生科技指数跌 0.13%。PCB、光通信、芯片股走强，澜起科技涨超 12%，建滔积层板涨超 10%，长飞光纤光缆涨超 10%，兆易创新涨超 7%，华虹宏力涨超 4%，中芯国际涨超 2%。AI 大模型股上涨，智谱涨超 12%，MiniMax 涨近 4%。百度集团涨超 5%，新增香港为主要上市地，将于 9 月 1 日完成双重主要上市。
