24H热门币种与要闻｜英伟达发布第二季度财报；汇丰香港要求客户9月12日前确认资金来源（8月27日）
- Quan điểm chính: Thị trường giai đoạn này có sự phân hóa rõ rệt, AI và hạ tầng tiền mã hóa trở thành tâm điểm: Doanh thu của NVIDIA vượt kỳ vọng, tiến gần mốc 100 tỷ USD; SEC đề xuất cải cách quy định lưu ký tài sản mã hóa; Ethereum thúc đẩy nâng cấp chống lượng tử; Gã khổng lồ tài chính truyền thống JPMorgan đang xem xét ra mắt stablecoin.
- Các yếu tố then chốt:
- Doanh thu quý 2 của NVIDIA đạt 96,2 tỷ USD, tăng hơn 100% so với cùng kỳ; quý tới dự kiến lần đầu tiên vượt mốc 100 tỷ USD, cho thấy nhu cầu sức mạnh tính toán AI tiếp tục bùng nổ.
- SEC Hoa Kỳ đã trình dự thảo lên Nhà Trắng, đề xuất cải cách quy định về lưu ký tài sản mã hóa cho các cố vấn đầu tư, xóa bỏ các yêu cầu lỗi thời nhằm làm rõ khuôn khổ tuân thủ.
- Các nhà nghiên cứu của Ethereum đưa ra đề xuất mới, tái cấu trúc hợp đồng ký quỹ của validator để hỗ trợ chữ ký chống lượng tử, ứng phó với rủi ro tấn công từ máy tính lượng tử trong tương lai.
- JPMorgan gần đây đã từng đánh giá việc ra mắt stablecoin riêng, trước đó đã khám phá các ứng dụng thanh toán và token hóa trên blockchain cấp tổ chức thông qua nền tảng Kinexys.
- Thị trường CEX có sự phân hóa: SOL dẫn đầu trong nhóm đồng tiền chủ đạo (+4,04%), BICO dẫn đầu bảng tăng giá (+29,52%), các Meme nổi bật trên chuỗi tập trung vào Solana và Robinhood Chain.
- Hyperliquid phối hợp với tradeXYZ kêu gọi CFTC phê duyệt hợp đồng vĩnh cửu năng lượng, nhấn mạnh blockchain có thể cung cấp kênh phòng ngừa rủi ro 24/7.
1. CEX Top Coins
CEX Top 10 by Trading Volume and 24-Hour Change:
- BTC: -0.12%
- ETH: +1.64%
- XRP: -2.43%
- SOL: +4.04%
- BNB: +1.15%
- ZEC: +3.69%
- DOGE: +0.24%
- TRX: -0.03%
- RE: -7.85%
- ENA: -3.1%
24-Hour Gainers (Data Source: OKX):
- BICO: +29.52%
- ONT: +22.37%
- xOKTA: +21.56%
- CVX: +20.01%
- ARG: +18.3%
- LSK: +16.2%
- NAVX: +15.35%
- S: +15.25%
- xCRM: +14.9%
- KITE: +12.5%
24-Hour Top Gainers in Tokenized Stocks (Data Source: msx.com):
- SRM.M: +51.49%
- LITX.M: +18.84%
- WDCX.M: +15.49%
- TTMI.M: +13.97%
- MVLL.M: +13.32%
- CRM.M: +12.89%
- CRWD.M: +12.74%
- STXX.M: +12.13%
- SIMO.M: +11.67%
- COHX.M: +11.55%
- NCTY.M: +10.3%
- AAOX.M: +10.14%
2. Top 5 On-Chain Meme Coins (Data Source: GMGN):
- fone (Solana)
- CLAN (Robinhood Chain)
- BISCOTTI (Robinhood Chain)
- Dundun (BSC)
- Shiba Bro (BSC)
Headlines
Chip design company Nvidia reported its fiscal 2027 second-quarter results, with revenue of $96.221 billion, more than doubling year-over-year, exceeding both the company's prior guidance of $91 billion and market expectations of $92 billion by over $4 billion. Operating profit stood at $63.734 billion, also more than doubling year-over-year.
According to reports, HSBC Hong Kong has recently been sending notices to some existing mainland investment clients, requiring them to submit the "Declaration for Opening/Maintaining Account" via the HSBC Hong Kong App before September 12 and update their contact information. The declaration includes confirming that funds for investment activities come from legitimate sources outside mainland China and acknowledging that the bank may disclose personal information upon request from law enforcement or regulatory authorities. The notice also states that investment-related services may be suspended if the declaration is not submitted before August 20, and may be terminated if not submitted by September 12.
Bank of Korea Announces 25 Basis Point Rate Hike
The Bank of Korea announced a 25 basis point rate hike, raising the benchmark interest rate from 2.75% to 3.0%, marking the second consecutive meeting with a rate increase, in line with market expectations.
Industry News
U.S. July Core PCE Price Index Monthly Rate at 0.2%, Expected 0.20%; U.S. Q2 Real GDP Annualized Quarterly Rate Revised to 1.5%, Expected 1.50%, Previous 1.50%
U.S. SEC Submits Draft to White House to Reform Crypto Custody Rules
The U.S. Securities and Exchange Commission (SEC) has submitted a new rule proposal to the White House Office of Management and Budget (OMB) regarding investment advisers holding client digital assets. The rule aims to clarify the framework for investment advisers and investment companies to custody crypto assets and plans to remove certain existing custody requirements deemed outdated due to market evolution and current trading and custody practices. The proposal will need to undergo OMB review, SEC commissioner voting, and public comment before taking effect.
Trump Has Not Yet Determined Successor for White House Press Secretary Leavitt
Trump has not yet determined a successor for White House Press Secretary Karoline Leavitt. Leavitt's last working day is this Friday.
JPMorgan Recently Evaluated Launching Its Own Stablecoin
According to sources familiar with the matter, JPMorgan recently evaluated launching its own stablecoin. As one of the world's largest banks, JPMorgan has previously explored institutional-grade blockchain payments and tokenization applications through its blockchain platform Kinexys and has launched digital asset solutions for institutional clients.
Project News
MINIMAX: H1 Revenue of $117 Million, Up 283.1% Year-Over-Year
MINIMAX-W (00100.HK) announced on the Hong Kong Stock Exchange that its H1 2026 revenue was $117 million, up 283.1% year-over-year; loss for the period was $358 million, down 11% year-over-year; gross profit was $20.813 million, up 464.8% year-over-year.
Hyperliquid Policy Center Joins tradeXYZ in Calling on CFTC to Approve Energy Perpetual Contracts
The Hyperliquid Policy Center, together with tradeXYZ, submitted a joint comment letter to the U.S. Commodity Futures Trading Commission (CFTC), calling on regulators to include energy perpetual contracts in the U.S. regulated derivatives market. The two companies stated that during unexpected events such as Middle East conflicts that shut down traditional energy markets, market participants lack tools to manage crude oil risk in real time, while blockchain-based perpetual contract markets can provide 24/7 price discovery and risk hedging channels.
Ethereum researchers have proposed a new proposal to restructure the deposit contract used for validators to join the network, preparing for future defenses against quantum computing attacks.
The proposal aims to upgrade Ethereum's validator registration mechanism by adding cryptographic algorithm switching capabilities, enabling the network to support quantum-resistant signature schemes in the future. Currently, Ethereum validators use BLS signatures to verify transactions, and the elliptic curve cryptography this scheme relies on could theoretically be vulnerable to quantum computers running Shor's algorithm.
Anthropic to Lease Data Centers from AI Infrastructure Firm Nscale for $45 Billion
Anthropic will lease data centers from AI infrastructure company Nscale for $45 billion. Nscale will provide computing power from its data center in West Virginia and plans to invest $71 billion in developing the project. Anthropic will receive 460 megawatts of computing capacity from NScale's data centers.
Fundraising
Emerald AI Completes $150 Million Series A Round, Co-Led by Energize Capital and DCVC
AI data center power management software company Emerald AI completed a $150 million Series A round at a valuation of $1.05 billion. The round was co-led by Energize Capital and DCVC, with participation from multiple financial and strategic investors. Following the round, the company's cumulative fundraising has exceeded $220 million.
AI Startup Wrtn Completes Over $72 Million Series C Round at $870 Million Valuation
South Korean AI startup Wrtn Technologies announced the completion of an approximately KRW 100 billion (around $72.32 million) Series C round, with a post-money valuation of KRW 1.2 trillion (around $870 million). Coreline Ventures, Eugene Asset Management, Goodwater Capital, Antler Global, Woori Venture Partners, Sui Generis Partners, the Korea Development Bank, and Capstone Partners participated. The company's platform allows users to create or enter fictional worlds and interact with AI characters. The new funds will be used to accelerate global market expansion.
AI Agent Development Company Runable Completes $21 Million Series A Round, Led by SVC et al.
AI agent development company Runable announced the completion of a $21 million Series A round, co-led by Susquehanna Venture Capital (SVC) and Nexus Venture Partners, with participation from Together Fund and Array VC. The company's AI Agents can generate websites, applications, and presentations through natural language, and can also handle basic tasks such as deployment and data analysis. The new funds will be used to optimize AI inference costs and integrate infrastructure, marketing, and distribution capabilities.
AI Security Startup Alice Completes $140 Million Funding Round, Valuation Nears $1 Billion
AI security startup Alice announced the completion of a $140 million funding round, led by Apax Digital, a fund under private equity firm Apax Partners, with participation from cybersecurity company SentinelOne and Samsung Electronics. Following this round, the company's valuation has approached $1 billion. Alice provides security protection for AI models, helping enterprises reduce risks of AI system misuse, attacks, and abnormal behavior. The company has already established partnerships with leading AI industry players including Anthropic and Google.
People & Voices
Uniswap Founder: Tokenization Will Reshape Market Making Landscape, AMM Still in Its Infancy
Uniswap founder Hayden Adams stated that as real-world assets accelerate tokenization, the path for AMM to become the core trading engine of global financial markets is becoming increasingly clear. Blockchain can unbundle the vertically integrated capital, execution, and settlement functions of traditional market makers, enabling liquidity providers holding assets and asset issuers to participate in market making at lower capital costs.
Adams cited an example where 10 tokenized stocks on Robinhood Chain have formed Uniswap liquidity pools with SPY, accumulating approximately $33 million in trading volume over 12 days since launch, with some trades executed directly between different stocks without going through the U.S. dollar.
Bernstein: Bitcoin Could Rise to $150,000 by Mid-2027, Peak at ~$300,000 in 2029
Bernstein predicts that as currency debasement trades gradually emerge, Bitcoin will hit an all-time high of approximately $150,000 by mid-2027 and may reach a cycle peak of around $300,000 in 2029. The firm also maintains its Outperform rating on Strategy (MSTR) but has lowered its price target from $450 to $350, primarily due to an updated outlook on the Bitcoin market cycle and consideration of dilution from Strategy's accelerated stock issuance.
