4

The Federal Reserve discount rate meeting minutes show that 4 out of 12 regional Federal Reserve banks voted in July to support an increase in the discount rate.

According to monitoring by Catcher Predict, in the market prediction event on Polymarket "ITF M25 Oviedo Men's Singles Alejandro Garcia Carbajal vs. Javier Barranco Cosano", the sub-market "Spread +/-1.5" option "Cosano" has experienced a dramatic fluctuation in winning probability, soaring from 26.5% an hour ago to the current 51% (a fluctuation of 24.5%). Please note the impact of related breaking news.

Bitcoin has risen about 24% in the past week, approaching $79,000, marking its best performance of 2023. Ethereum has increased about 30% during the same period, surpassing $2,500, but the Total3 index, excluding Bitcoin and Ethereum, fell back after a morning surge, currently around $753 billion, recording a decline over the week.Bitcoin's dominance briefly rose to about 61% this week before falling back to around 59%, close to its yearly high. The CoinMarketCap altcoin season index is at 46, far below the 75 threshold that defines altcoin season, indicating that most altcoins have underperformed Bitcoin over the past 90 days.This round of market activity is mainly driven by the U.S. Treasury's announcement to double the long-term bond repurchase scale from $2 billion to $4 billion, with a weaker dollar prompting funds to flow into Bitcoin as a hedge against inflation. Trump subsequently met with crypto executives at the White House and pushed Congress to pass the Clarity Act. After Bitcoin broke through $70,000, it triggered a short squeeze, with Bitget Wallet research analysts estimating that over $4 billion in crypto shorts were liquidated within two to three days. If it continues to break through $80,000, it may open the way to $82,000 to $87,000.

According to The Kobeissi Letter, the total on-chain transactions of Solana reached a record 4.2 billion in July, a month-on-month increase of 13.5%. Compared to December 2025, the transaction volume increased by 2 billion, a growth rate of 91%. During the same period, Solana's native token SOL rose by 40% within 8 days, reaching its highest level since February 3.The increase in on-chain transaction activity was also driven by tokenized assets, with the current market value of RWA exceeding $38 billion. Several on-chain platforms contributed to this growth, with Jupiter currently handling 71% of DEX aggregator transaction volume on Solana. Since August 16, the total market capitalization of cryptocurrencies has increased by $58 billion, and on-chain transaction activity has returned to historical highs.

According to Coinglass data, Binance has seen a net outflow of 230 million USDT in the past 24 hours.

According to Ibtimes, SpaceX CEO Elon Musk stated that the company is collaborating with NVIDIA to advance the launch of the first satellites equipped with AI computing capabilities to the fourth quarter of 2027, previously targeted for 2028.Musk mentioned that SpaceX and NVIDIA have designed the Vera Rubin NVL72 system optimized for the space environment, which is planned to be launched into orbit in the fourth quarter of 2027 and will achieve large-scale deployment in 2028. SpaceX will also utilize NVIDIA processors to provide orchestration, code execution, and data processing capabilities for the next generation of Agentic AI.Following the announcement, SpaceX's stock price strengthened, rising about 2.9% during trading to $138.92.Meanwhile, SpaceX is re-advancing its small modular nuclear reactor project, mPower. As the power demand for AI data centers rapidly increases, the company is seeking to provide stable, low-carbon, round-the-clock power through solutions such as small modular nuclear reactors.

According to a report by Decrypt, security company Socket released research results linking 77 Firefox extensions to what it calls a "wallet theft factory," with 40 confirmed to have malicious behavior.These extensions disguise themselves as Web3 products like OKX, Rabby Wallet, and TronLink, tricking users into importing wallets through fake wallet interfaces or using modified real wallet code to steal mnemonic phrases and private keys as users input them. Mozilla's signature records show that this activity lasted from March 9 to August 3, and multiple extensions were still online at the time of Socket's report.About half of the extensions displayed realistic wallet interfaces and prompted users to import existing wallets, thereby intercepting the inputted mnemonic phrases or private keys; another 13 were modified versions of Rabby that sent account data stored in wallets to external servers while functioning normally; and 5 specifically collected saved credentials and clipboard content.Additionally, 37 extensions disguised themselves as password generators, dark mode toggles, VPNs, currency converters, and note-taking tools, but actually ran sports score applications sharing the same hardcoded credentials. Nine confirmed malicious extensions were initially released as score applications for sports like football and basketball, with subsequent updates replacing them with wallet theft code.Socket named this activity the "wallet theft factory," but cautioned that it has not confirmed whether all extensions are controlled by the same operator. The Socket team stated that any user who has entered mnemonic phrases or private keys into these extensions should consider it a "permanent leak" and immediately transfer funds to a new wallet, as uninstalling the extensions cannot undo the mnemonic phrases sent elsewhere.

According to GMGN monitoring, the Solana ecosystem's meme coin CYBERLEEK, issued by the GTA 6 hacker, has risen over 40% in the past 4 hours, with a market cap recovering to $14.5 million.The hacker organization claiming to be Cyberleek launched the Solana chain meme coin CYBERLEEK by leaking clips of the game "GTA 6," and claims to release a PC download client for GTA 6, allowing everyone to play this $2 billion blockbuster without spending a dime (the client claim has now been debunked). On August 22, Cyberleek publicly destroyed about 270 million developer-reserved tokens, accounting for approximately 27% of the total supply, claiming it "proves they won't dump and run," but still retains a large number of tokens and continues to profit from transaction fees.For more detailed reports, see "The hacker who leaked GTA 6 issued a coin, rising 20 times in one day." According to market news, meme coins generally have no practical use cases, and price fluctuations are significant, so investment should be approached with caution.

According to Gate market data, ETH/USDT is currently priced at $2449.96, with a 24-hour decline of 1.76%.

According to Bloomberg, AI security startup Alice announced the completion of a $140 million financing round, led by the private equity firm Apax Partners through its fund Apax Digital, with investments from cybersecurity company SentinelOne and Samsung Electronics. After this round of financing, the company's valuation is close to $1 billion.Alice primarily provides security protection for AI models, helping enterprises reduce the risks of AI systems being abused, attacked, and exhibiting abnormal behavior. Currently, the company has partnered with leading AI industry firms including Anthropic and Google.

JPMorgan reiterated its "overweight" rating on SpaceX (SPCX.O) and a target price of $240, citing increasing confidence in the prospects of Grok artificial intelligence. The firm highlighted SpaceX's acquisition of Cursor, which reportedly has an annual recurring revenue (ARR) of about $4 billion, with 75% coming from enterprise business.JPMorgan expects that Cursor will enhance SpaceX's enterprise artificial intelligence strategy, model training data, and the performance of Grok.

YZi Labs announced that its flagship incubation program EASY Residency has selected 24 early-stage companies for its fourth season, with each receiving an investment of $500,000. This season lasts for 10 weeks, starting online and then bringing founders together in Bhutan. The focus this season is on the next generation of global financial infrastructure, covering areas such as stablecoin payments, on-chain foreign exchange, institutional-grade market infrastructure, privacy, credit, and AI-native execution.The themes of the selected teams include stablecoin payments and cross-border settlement, on-chain foreign exchange and credit and new banking, institutional-grade liquidity and market making, digital asset privacy compliance and financial operations, AI agents and automated execution, on-chain financial consumption and enterprise interfaces, as well as AI-native security and creator infrastructure. YZi Labs manages assets exceeding $10 billion, with a portfolio covering over 300 projects in fields such as Web3, AI, and biotechnology.

According to Binance spot market data, the market has experienced significant fluctuations. STX has increased by 21.63% in the last 24 hours and has reached a rebound state.On the other hand, PORTAL has decreased by 14.34% in the last 24 hours and has shown a "high to low" state. RAY, JASMY, ORDI, and VIRTUAL have also shown a "high to low" state, with declines of 5.22%, 5.79%, 5.02%, and 5.22% respectively. Meanwhile, ARB and LTC have reached new lows today, with declines of 6.25% and 5.84% respectively. MUBARAK has slightly decreased by 10% within 2 hours.

According to monitoring by Lookonchain, a dormant whale for 4 years recently sold 1,400 BTC, worth approximately 111.61 million USD.This whale received 2,200 BTC at an average price of 45,024 USD 4 years ago, with a total value of about 99.05 million USD, and did not sell during the period when unrealized profits peaked at 178 million USD. Currently, it has begun to sell BTC, with cumulative profits of approximately 76.5 million USD.

On August 25, Bank of America data showed that actively managed long-term funds significantly reduced their holdings in global semiconductor stocks last month, selling approximately $44.4 billion, indicating that institutional funds are withdrawing from the most crowded AI trades. The flow of funds has shifted towards telecommunications, energy, materials, and grid modernization, reflecting a more noticeable redistribution within the AI theme.This set of data explains part of the recent market pressure. Ahead of NVIDIA's earnings report, the market still holds high expectations for AI demand, but semiconductor stocks have previously risen too much, and positions have become more concentrated. Once long-term interest rates rise, AI revenue expectations cool, or the return on capital expenditures for cloud vendors is questioned, the semiconductor sector will be the first to bear the pressure of position reduction. Bank of America also pointed out that the themes that funds sold the most in the past year include AI computing and quantum computing, indicating that funds have not completely left AI but are reducing exposure to highly crowded sectors.Bank of America expects that semiconductor stocks will continue to be influenced in the short term by NVIDIA's performance, cloud vendor guidance, and interest rate trends; in the medium term, funds may be more willing to allocate to sub-sectors such as electricity, equipment, networks, and storage that can share in AI infrastructure spending.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $681 million, with long positions liquidated at $221 million and short positions liquidated at $460 million. Among them, Bitcoin long positions were liquidated at $70.0686 million, Bitcoin short positions at $284 million, Ethereum long positions at $44.7434 million, and Ethereum short positions at $112 million.In addition, in the last 24 hours, a total of 98,796 people were liquidated globally, with the largest single liquidation occurring on Bitget - BTCUSDT_UMCBL worth $103 million.

According to the Gate platform's Hong Kong stock market data, Yingxing Holdings (01440) rose by 18.55%, currently reported at HK$16.10; Kantarong (01912) rose by 18.23%, currently reported at HK$2.01; Kylin Pharmaceutical (06821) increased by 18.18%, currently reported at HK$131.30.

According to Coinglass data, on August 25 at 15:46, 62.7014 million USDT was detected transferring from an unknown wallet to Binance.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $7.146 billion, with long positions at $3.423 billion, accounting for 47.9% of the holdings, and short positions at $3.723 billion, accounting for 52.1%. The profit and loss for long positions is $476 million, while the profit and loss for short positions is -$515 million.Among them, the whale address 0x5b5d..60 has shorted BTC with 5 times leverage at a price of $69,877.9, currently showing an unrealized profit and loss of -$16.9766 million.

According to CoinGecko data, in the past 24 hours, Upbit's trading volume was approximately $1.446 billion, an increase of 138.2% compared to the previous 24 hours.The top five trading pairs by trading volume are: XRP/KRW (accounting for 20.16% of the trading volume, with a transaction amount of approximately $338 million); BTC/KRW (accounting for 12.09% of the trading volume, with a transaction amount of approximately $203 million); USDT/KRW (accounting for 11.57% of the trading volume, with a transaction amount of approximately $194 million); ETH/KRW (accounting for 6.89% of the trading volume, with a transaction amount of approximately $116 million); PROM/KRW (accounting for 5.31% of the trading volume, with a transaction amount of approximately $89.18 million).