1. Strategy 披露上週出售 1,690 枚 BTC；
2. Bitmine 上週增持 7,391 枚 ETH，總持倉量增至約 580.5 萬枚；
3. 王純：不支持 BIP-54，但若按 BIP-9 機制獲絕對多數支持將升級節點；
4. 創 4 月中旬以來最佳週表現，美國現貨比特幣 ETF 上週流入 8.54 億美元；
5. 「先定十個大目標」：比特幣 5.8 萬美元附近或為階段性底部，6.4 萬美元成本減倉為風險控制；
6. CLARITY Act 將於 9 月 15 日進行參議院程序性投票，需獲 60 票推進；
7. Vitalik 更新以太坊路線圖：量子安全、隱私保護和 AI 輔助形式化驗證成為新重點；
8. 美軍特種部隊一級軍士長涉利用非公開資訊交易，CFTC 民事案件被裁定暫停；
9. Michael Saylor：Strategy 美元儲備增加 6.5 億美元並回購 1.09 億美元 STRC；
10. 川普媒體公司出售 Truth Social 提前獲取總統貼文權限年費最高 120 萬美元；
11. 謝家印：Bitget 宣布將補償 TUT 等受影響用戶，補償總額近 4000 萬美元。
Odaily Planet Daily News: Arthur Hayes posted on the X platform, stating that his article "Yen-quake" will explain how Buffalo Bill Bessent plans to manipulate the USD/JPY exchange rate and restart the money printing machine. Arthur Hayes said that over the past decade, the continued weakening of the yen has driven gains in global asset markets, but this situation will eventually come to an end. The yen is the lowest-valued currency globally and is also a point of contention among the United States, China—the two major powers—and ordinary Japanese voters. There are three ways to resolve the yen issue, but the U.S. Treasury and Japanese politicians favor only one of them. He will explain the mechanics of each yen appreciation method and illustrate why the last option is the preferred one; he will then discuss how to execute this third option at the political level. He said that as dollar liquidity rises significantly, Bitcoin and cryptocurrencies will move higher. The three options include:. 1. A significant rate hike by the Bank of Japan, eliminating the USD/JPY interest rate differential, at least on the short end. 2. The government persuading domestic institutions and public entities such as GPIF to change their investment mandates, selling overseas assets and buying local assets. 3. Preferred option: Japan's Ministry of Finance sells its U.S. Treasury holdings to the Federal Reserve through repurchase agreements in exchange for dollars; it then sells dollars and buys yen in the foreign exchange market. Arthur Hayes said that before getting into the details, speculators should think about why the yen's appreciation is being discussed now. Over the past few decades, many people have claimed that the yen was about to appreciate, triggering a global unwind of carry trades. Two weeks ago, monetary policy officials from the United States and Japan carried out a joint exchange rate manipulation operation, merely calling it intervention euphemistically. U.S. Treasury Secretary Buffalo Bill Bessent said he hopes to raise the counterparty limit for the FIMA repurchase facility so that Japan's Ministry of Finance can use its massive asset reserves to defend the yen. Japan's Ministry of Finance also said it is working closely with the United States to push the USD/JPY exchange rate lower. Relevant officials are signaling to the market that they support a shift in global monetary relations, so the market must pay attention to this.
Odaily星球日報訊 交易員 Ansem（@blknoiz06）在 X 平台發文表示，目前鏈上有數十億美元穩定幣資金處於觀望狀態，等待重新進入風險資產市場。
Ansem 認為，未來幾週市場參與者將逐漸意識到，主流加密資產（Majors）並不需要創出歷史新高，資金輪動也可能提前發生。
他表示，隨著穩定幣資金重新流入風險資產市場，市場可能迎來更強勁的上漲行情。
Odaily News NVIDIA CEO Jensen Huang stated that the company has reached partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital in the long term to support AI infrastructure construction.
Huang noted that the AI industry is transitioning from a phase of "enterprises purchasing chips and building data centers project by project" into a new era where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, replicable construction, and usage by diverse customers.
NVIDIA stated that AI factories encompass not only GPUs but also high-speed networks, system software, AI frameworks, and the CUDA ecosystem. Built on widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.
In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. NVIDIA will provide the AI factory platform, while financial institutions will handle long-term capital and financing capabilities.
Huang stated that in some projects, NVIDIA may provide residual value support of up to 25%, but this will be carefully assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, institutional investors' independent judgment.
He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. In the future, growing demand for AI computing will form a cycle where "more computing power drives stronger AI, stronger AI creates more revenue, and further drives computing demand."
Odaily星球日报讯 交易员“先定十个大目标” Jason（@Jason60704294）发文表示，中长期趋势并未改变，仍认为当前区域属于阶段性底部。在没有出现极端结构性崩盘的情况下，其认为比特币 5.8 万美元附近将是本轮底部区域。
Jason 表示，此前在比特币约 6.4 万美元成本附近减仓三分之二，并非改变看多方向，而是主动降低仓位风险，为极端行情预留空间。若后续走势符合预期，将寻找机会逐步买回此前减仓仓位。
他提醒，近期比特币主要处于震荡行情，仓位管理是控制风险的关键。其表示自己通常使用 3 至 5 倍杠杆交易，而 10 倍、20 倍甚至更高杠杆可能面临更大爆仓风险。
Odaily星球日報訊 川普媒體科技集團 (DJT) 週一發布的財報顯示，其面向交易員提供快速獲取「真相社交」熱門帳號貼文的 Truth API 服務，目前已簽約「超過 10 家」客戶，並開始產生收入。該服務允許用戶更快獲取「真相社交」頂級帳戶（包括川普帳號）的資訊。美國政府監督機構和國會民主黨人士此前批評該服務，認為該公司是在向投資者出售獲取可能影響市場資訊的管道。川普媒體科技集團第二季營收 170 萬美元，淨虧損 2.38 億美元，但由於 Truth API 於 8 月 1 日上線，該季度業績並未計入該業務收入。此前有報導稱，Truth API 訂閱費用為每月 10 萬美元；若簽訂多年合約，價格可降至每月 6 萬美元。川普媒體公布第二季財報後，美股盤後股價下跌 0.7%。(金十)
