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According to The Block, on-chain analytics firm CryptoQuant stated that Bitcoin has entered the early stages of a new bull market, but it still needs to close above the 365-day moving average of nearly $83,000 to gain "official" confirmation.The company also pointed out that the short-term market appears "overheated," with traders and whales taking profits, and the exchange inflow of Bitcoin, Ethereum, and Ripple has increased.

According to monitoring by lookonchain, the trader 0xD81a, who previously incurred a cumulative loss of about 12 million dollars by buying high and selling low on ETH, has re-entered the market after nearly 6 months of silence, spending approximately 5.33 million dollars to buy 2,165 ETH, with an average purchase price of about 2,463 dollars.It is worth noting that in the trader's last transaction, they sold ETH at an average price of about 2,452 dollars, but now they are buying back at a higher price, resulting in a "sell low, buy high" operation.

The decentralized perpetual contract protocol Lighter announced that its average block proof time has decreased from about 5.3 minutes to about 1 minute over the past month. This progress was achieved through two independent optimizations launched on July 23 and August 23. Lighter can now complete block verification faster, thereby increasing processing capacity, reducing infrastructure costs, and creating space for further expansion.The first optimization is the Heavy/Light decomposition. This solution splits the transaction circuit into light circuits and heavy circuits, allowing simple quote updates, which account for the vast majority of transactions, to only pay for light constraints, thus halving the proof time. The second optimization comes from the Prover backend optimization brought about by the proof competition held in collaboration with Eigen Labs, which again halves the proof time under the same circuit conditions. The first batch of optimizations went live on August 23, with more batches still in progress. Additionally, on August 10, all Schnorr signature verifications were incorporated into a single Plonky3 proof for each block, resulting in approximately a 20% improvement.The above optimizations are orthogonal and their effects are cumulative. The remaining competition optimizations are expected to bring about an additional 2x improvement, potentially reaching a total of about 10x compared to mid-July. Currently, Lighter's sustained processing capacity has exceeded historical peak loads, and the finality limit for withdrawals has been reduced from about 21-22 minutes to about 16-17 minutes, maintaining stability during peak traffic periods.

According to The Kobeissi Letter, the call options volume for the Bitcoin ETF IBIT reached 1.58 million on Wednesday, setting a new single-day historical high; the volume exceeded 1 million for three consecutive trading days from Wednesday to Friday, as investors chased the crypto rebound.As a result, the call skew increased by 0.05 points over the past three days, marking the largest three-day increase in at least two years, more than three times the average three-day change since January 2025. This indicator measures the relative cost of upside versus downside options, and a significant increase in this metric indicates that investors are more willing to pay a premium for upside exposure.

According to TradingBeats monitoring, Huang Licheng increased his Bitcoin long position by more than 40 times 4 minutes ago, raising his position to 39.45 million USD, with an opening price of 78,890.20 USD and a liquidation price of 62,268.27 USD.Huang Licheng also holds ETH long positions, with a position value of approximately 6.25 million USD and an average entry price of 2,390 USD;He holds HYPE long positions, with a position value of approximately 2 million USD and an average entry price of 79.4 USD;He holds PUMP long positions, with a position value of approximately 14.17 million USD.

According to analysis by Glassnode, the current altcoin market has entered an optimistic state, with approximately 85% of altcoin funding rates rising above their respective averages, marking the highest level for this metric since BTC was at historical highs.During the altcoin season, a similar funding rate environment may persist for several weeks.

According to on-chain analyst Yu Jin's monitoring, the TRUMP token team address (BDNB...mx66) transferred 3.837 million tokens to OKX yesterday, worth 9.33 million USD.Since early this morning, the address has sold another 1.1 million tokens by adding unilateral liquidity, exchanging for 2.94 million USDC, with an average selling price of 2.68 USD.

According to HyperliquidNews monitoring, the average Gwei on HyperEVM rose from about 0.15 Gwei to 3 Gwei on August 22, and today it has increased to 60 Gwei, a 400-fold increase compared to before.

Pantera Capital stated that Bitcoin has been in a narrow range for the past six months, and after a consolidation ends, the market often experiences significant and large fluctuations. Current market positions are reversing, with investors shifting from a wait-and-see or even net short stance to an increasingly strong willingness to go long. Bitcoin has broken through the 200-day moving average at $69,000, attracting momentum and trend-following funds to enter the market.From a long-term perspective, digital asset prices are still discounted by about 50% compared to previous highs, but the fundamentals continue to strengthen, including stablecoin adoption, prediction markets, perpetual contracts, and agency-based commerce. When the fundamentals improve while prices remain discounted, the logic of maintaining a constructive position becomes clearer.

According to data disclosed by intangiblecoins, the net inflow for Bitcoin spot ETFs reached $1.6 billion this week, and the week is not yet over, marking the largest single-week net inflow since the historic high point in October 2025.Related statistics also show that the average cost basis for Bitcoin ETF holders is approximately $84,156.

Cryptocurrency analyst Rekt Capital released a technical chart analysis of Bitcoin, indicating that Bitcoin is facing resistance from a macro downtrend line, which is fitted with the 21-month EMA moving average.Rekt Capital believes that if Bitcoin is blocked in this fitted resistance area, it may find support at the 50-month EMA moving average (purple). Overall, Bitcoin needs to convert these two macro EMAs back into new support levels and break through the macro downtrend line to confirm a new bull market.Rekt Capital is a senior cryptocurrency technical analyst with 560,000 followers on the X platform.

Boya Interactive (00434.HK) released its interim results for the three months and six months ended June 30, 2026. In the second quarter of 2026, the group achieved revenue of HKD 125 million, an increase of 12.94% year-on-year; gross profit was HKD 90.202 million, an increase of 21.25% year-on-year. In the first half of 2026, the group achieved revenue of HKD 258 million, an increase of 16.05% year-on-year.As of now, the company disclosed that it holds a total of 4,201 bitcoins, with an average price of USD 68,047.

According to Cointelegraph, U.S. companies' spending in the field of artificial intelligence is rapidly increasing. Data shows that the top 1% of companies are currently spending a record $7,400 per employee per month on AI-related expenses, which is 600 times higher than the median company spending level.Related statistics reflect a significant divergence in AI investment between leading companies and average companies, with top firms significantly increasing their investment in AI applications and infrastructure at a rate far above the industry average.

Crypto analyst Ali Charts posted that, based on Bitcoin's four-year cycle, he expects BTC to reach the market bottom between October 6 and 16.He believes that before the final capitulation phase arrives, investors should develop a dollar-cost averaging strategy in the range of $62,000 to $48,000, gradually accumulating Bitcoin. He assesses that the current bear market is nearing its end and states that now is the time to start turning bullish.

According to The Block, the average daily trading volume on Robinhood Chain rose to 11.6 million last Sunday, setting a new historical high, an increase of about 30% compared to the previous week; the total value locked (TVL) on the chain increased to $473 million, a weekly increase of 32%.However, the number of daily active accounts grew only 3.3% week-on-week and is still 11% lower than the peak on July 16, indicating that the growth in trading and funds mainly comes from existing users rather than new users.

Federal Reserve's Musalem stated that there are no conditions seen that could shake the dollar's status as the primary reserve currency.

FlashRescue co-founder @DarcyAri posted on the X platform that recently, during a joint investigation with partners on a case, Tether experienced a transfer of funds from one address during the execution of a proposal to freeze addresses, resulting in a decrease in the frozen amount. Further review by FlashRescue revealed that this is not an isolated incident. As of August 3, 2026, through an analysis of 2,955 Tether freeze events on the Ethereum and Tron networks, it was found that among addresses involved in risks such as entity sanctions, fraudulent activities, money laundering, FATF blacklist jurisdictions, and malicious attacks: 60 addresses cleared their assets and completed front-running transfers before the formal execution of the freeze, with a total net outflow of 20,429,847 USDT, starting transfers an average of 13 minutes and 59 seconds after the freeze proposal was submitted, and completing the main fund transfers within 15 minutes and 15 seconds; additionally, 113 addresses transferred some assets before the freeze was executed, involving approximately 35,524,300 USDT.The average time from the submission of the freeze proposal to the formal execution of the freeze by Tether is 2 hours, 16 minutes, and 15 seconds, indicating a long time window between the public announcement of the freeze proposal and its actual execution. On July 3, a cluster of addresses transferred funds continuously within minutes and then split the transfers to the same address. The above cases suggest that some high-risk addresses may be actively monitoring Tether freeze proposals and utilizing the time difference between the public announcement of the proposal and the actual effectiveness of the freeze to implement front-running transfers. This mechanism leads to the failure of freezing the involved funds and undermines the actual effectiveness of sanctions, anti-money laundering, and law enforcement cooperation measures.

Coinbase released its Solana validator node operation report for the second quarter of 2026, stating that its operated Solana validator nodes outperform the network average in terms of yield, stability, and infrastructure distribution.Data shows that Coinbase currently stakes approximately 41.63 million SOL through 23 validator nodes, accounting for 9.72% of the total staked amount on Solana, with nodes distributed across 7 countries, including the United States, the United Kingdom, Germany, Japan, Singapore, and others.Key operational data is as follows: Staking scale: 41.63 million SOL, accounting for 9.72% of the total staked amount; staking yield: Q2 2026 APY is 6.52%, higher than the network average of 6.38%, leading by 14 basis points; block skip rate: 0.035%, lower than the network average of 0.136%, about one-fourth of the network average.Coinbase stated that its validator nodes adopt a multi-client architecture, currently running 4 clients including Harmonic, Jito, JitoBAM, and Firedancer. All solutions have been reviewed by the Solana Foundation, and aggressive MEV time strategies that may affect user experience are not used.In terms of infrastructure, Coinbase has deployed its validator nodes on two independent bare-metal service providers and configured off-site backups for each node to reduce single points of failure risk. At the same time, the company stated that it has migrated the entire validator node cluster to the DoubleZero network, achieving approximately 99.9% session availability.Coinbase also revealed that it is preparing for the Alpenglow consensus upgrade expected to be advanced by Solana later in 2026, including running community test nodes, developing new consensus health monitoring tools, and completing related voting account upgrade verification.

The S&P 500 Index and the Nasdaq Index priced in Bitcoin have broken through the 200-week moving average for the first time since 2012. This level had previously constrained each round of stock gains relative to BTC.This change indicates that the parabolic rise of BTC relative to U.S. stocks may have come to an end.

According to The Kobeissi Letter analysis, cryptocurrency trading activity continues to decline. Data from 44 spot exchanges tracked by Kaiko shows that last week, the average daily trading volume for cryptocurrency spot trading dropped to about $15 billion, the lowest level of the year, down approximately 70% from the peak in January. In comparison, there were two trading days in February where the trading volume exceeded $100 billion.It states that since December 2025, the trend of average daily trading volume has decreased by about 50% to $20 billion, also the lowest level of the year. Meanwhile, trading volume remains highly concentrated, with the largest 6 exchanges accounting for over 60% of total trading activity, and liquidity in the cryptocurrency market is drying up.