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According to TechCrunch, AI lab Thinking Machines, founded by former OpenAI CTO Mira Murati, is in talks to raise $1 billion at a valuation of at least $40 billion, with existing investor Accel leading the round. The company was established early last year and launched the open-source weight model Inkling in July, charging for computing power based on usage through the Tinker platform, with annual revenue exceeding $100 million.Previously, Thinking Machines completed a $2 billion financing round at a valuation of $12 billion, led by a16z, with participation from Nvidia, GV, and others. Since then, several co-founders, including Lilian Weng and Luke Metz, have returned to OpenAI. If this round is completed, the valuation will be lower than the rumored target of $50 billion at the end of last year.

BTC OG insider whale agent Garrett Jin released a market outlook indicating that the macro environment has clearly tightened this week, with Brent crude oil approaching $95, and the yield on the U.S. 10-year Treasury bond breaking through 4.8%. The market's expectation of a rate hike by the Federal Reserve in September has risen to about 70%. Bitcoin has slightly retraced under this pressure but successfully held the key support level of $76,600, then rebounded to the high range of $77,000.On-chain cost basis data shows that a significant amount of new supply has formed in the $75,000 to $80,000 range, providing strong support for the market; the $80,000 to $82,500 range is currently the largest concentration of resistance. A daily close above $82,500 and a successful retest confirmation will be a key signal for supply clearance. In terms of ETF liquidity, there was a net inflow of about $3.5 billion into U.S. spot ETFs in August, but a two-way flow has appeared at the start of September, with a net outflow of about $237 million on Tuesday, and retail activity has also cooled down.Regarding downside risks, if the daily close falls below $76,600, and ETF flows, Coinbase premiums, and 7-day net realized profits all weaken simultaneously, it will be seen as a clear warning signal. This Friday's non-farm payroll data will be the next important macro testing point; if the data is hot, it will strengthen rate hike expectations, and the $76,600 support may come under pressure again.

According to Cointelegraph, the U.S. Department of Commerce has officially adopted Chainlink to publish core macroeconomic data on-chain, covering key indicators such as actual GDP, PCE price index, and real final sales of private domestic purchasers, marking the first deep integration of traditional government data with blockchain infrastructure.

David Heinemeier Hansson (DHH), founder of Ruby on Rails and partner at Basecamp, posted on the X platform that the Omacom Foundation has received an additional $1 million support each from TapTap founder Dai Yunjie and Coinbase CEO Brian Armstrong, bringing the total support amount from founding patrons to $12 million.The Omacom Foundation website shows that the two have joined its Founding Patrons. Omacom stated that it will reserve an important position for cryptocurrency in its operating system and community.

Greeks.live researcher Adam stated: "I see some people discussing the Strategy to restart buying coins. This short-term stimulus does not affect the long-term trend, and the Strategy is also a big trap. BTC now has no possibility of market manipulation, and no one can predict the trend. It can only be said that after the Strategy has floating profits, there is more room to buy coins. Looking at the long term, the overall ETF is still flowing out, and it is very difficult to stabilize at $80,000, with significant selling pressure.On the macro front, whether it is the Federal Reserve's hawkish remarks or the escalation of the US-Iran conflict, both are challenging the already fragile investors. The short-term volatility is decreasing rapidly, and it is difficult to support a bull market with just one bullish candle. I hope that after a slight correction, it can reach above $85,000; otherwise, arbitrageurs and sellers will create significant selling pressure. The Gex at the end of the month is gathering, and we need to maintain this momentum."

According to Reuters, Yorkville America, the asset management company responsible for managing the Truth Social brand ETF under Trump, is nearing the completion of an acquisition deal aimed at further expanding its product line by acquiring an institutional asset management company. The deal is expected to be completed in September.Yorkville CEO Steve Neamtz stated that this acquisition will be an important step in the company's strategic expansion, pushing its business from the current product line focused on "America First" themed ETFs into a broader digital asset management field. Neamtz added that this marks Yorkville's first entry into the digital assets and cryptocurrency products sector, and the company has already submitted applications to launch approximately 12 additional ETFs in the coming weeks to months, covering various themes such as the digital economy and macro strategies.Meanwhile, Yorkville also announced the launch of the MANGOS Plus Index ETF, which will be listed on the New York Stock Exchange (NYSE) and NYSE Texas. This is Yorkville's first ETF not managed under the Truth Social brand, primarily betting on popular companies in the AI industry chain. The index tracked by this ETF includes companies such as Meta, Anthropic, NVIDIA, Alphabet, OpenAI, and SpaceX, while also incorporating AI concept stocks like Micron and SanDisk.

OpenAI has purchased tens of thousands of Macs for reinforcement learning training, while Anthropic uses a rental approach for Macs. Both companies have incorporated Apple computers into their AI research and development processes.It is reported that NVIDIA has regarded Apple as the number one competitor in the local AI field, as Macs are gaining increasing attention among the AI developer community. Official data from Apple shows that in the third quarter of fiscal year 2026, Mac revenue grew by 29% year-on-year, making it the fastest-growing product category.

According to Jinshi reports, the main theme of this week's market is dominated by changes in expectations regarding Federal Reserve policy. After Federal Reserve Chairman Waller's speech on Friday, the dollar quickly surged, closing at 99.69, up 0.85% for the week. Against the backdrop of rising U.S. Treasury yields and a stronger dollar, gold faced overall pressure, falling 3.24% for the week; spot silver dropped 3.82% this week.Here are the key points the market will focus on in the new week (all in Beijing time): Monday is pending, the G20 finance ministers and central bank governors meeting will be held until September 1; Tuesday at 17:00, Eurozone August CPI data; Eurozone July unemployment rate; Tuesday at 22:00, U.S. August ISM Manufacturing PMI, U.S. July JOLTs job openings, U.S. July construction spending month-on-month; Tuesday is pending, the 2026 SCO member states heads of state council meeting will be held; Wednesday at 20:15, U.S. August ADP employment change; Wednesday at 22:00, U.S. July factory orders month-on-month; Thursday at 02:00, the Federal Reserve will release the Beige Book on economic conditions; Thursday at 16:00, Eurozone August Services PMI final value; Thursday at 17:00, Eurozone July PPI month-on-month; Thursday at 20:30, U.S. initial jobless claims for the week ending August 29, Federal Reserve Governor Waller will be interviewed; Friday at 03:00, 2026 FOMC voting member Harker will deliver an opening speech at the "Federal Reserve Community" event; Friday at 20:30, U.S. August unemployment rate, U.S. August seasonally adjusted non-farm payrolls, U.S. August average hourly earnings year-on-year and month-on-month.The highlight of next week's data will be the U.S. August employment report on Friday. This report is the last employment data before the September 16 interest rate meeting and is a key window to assess the policy path after Waller's hawkish stance. Previously, Nvidia's strong performance and an expected revenue growth of about 70% for the next fiscal year have reignited enthusiasm for AI trading. Dell (DELL.O) will release its second-quarter earnings report after the market closes on Tuesday (September 1), with the market expecting an adjusted earnings per share of $4.91, more than doubling from the same period last year. Broadcom (AVGO.O) will release its third-quarter earnings report for fiscal year 2026 after the market closes on Wednesday (September 2).

According to the public account of Power Heart, Bitmain released two new water-cooled mining machines at the World Digital Mining Summit (WDMS) in Hong Kong: the flagship model S23 XP Hyd has a computing power of 600 TH/s, an energy consumption ratio of 8.9 J/T, a total power consumption of 5,340W, and a futures price of $25.5/T (total machine $15,300), expected to be delivered from November 2026 to January 2027.The 2U rack-mounted water-cooled mining machine S23e U2H, adapted for standard IDC cabinet modifications, has a computing power of 865 TH/s, an energy consumption ratio of 10 J/T, a promotional price of $11/T, and a total machine price of $9,515.

According to Lookonchain monitoring, Machi (@machibigbrother) (0x020...5872) currently holds over 100 million USD in ETH long positions, making it the largest ETH bull on-chain. After the market decline, Machi closed part of the position 7 hours ago, incurring a loss of 1.96 million USD.His current holdings include 41,000 ETH, valued at 100.01 million USD; 75,000 HYPE, valued at 6.03 million USD; and 45 bitcoins, valued at 3.5 million USD.

Fidelity Global Macro Research Director Jurrien Timmer stated that Bitcoin has maintained its power law curve bottom and has adjusted long enough to meet the time factor of the four-year cycle.

According to The Wall Street Journal, Barret Zoph, co-founder of Thinking Machines Lab, will join Google as Vice President of Research. Zoph suddenly left the startup to join OpenAI after a dispute with CEO Mira Murati earlier this year, and after a brief tenure at OpenAI, he changed employers again.Previously, Zoph served as Chief Technology Officer at Thinking Machines Lab and led efforts to sell artificial intelligence products to enterprises during his time at OpenAI. Google has confirmed this appointment. Recently, Google has lost several high-profile researchers in succession.

Robert Mitchnick, head of digital assets at BlackRock, stated that the macro investment logic for Bitcoin is continuously strengthening. Even though regulatory issues have temporarily taken a backseat, fiscal concerns continue to drive demand for Bitcoin in the market.Mitchnick pointed out that the fiscal pressures in the current macro environment have become an important factor supporting Bitcoin's appeal, further reinforcing its narrative as a hedging tool. This perspective reflects institutions' ongoing focus on Bitcoin's long-term macro positioning.

Apple (AAPL.O) has launched a new Mac mini, equipped with M6 and M5 Pro chips, significantly enhancing its artificial intelligence performance and further strengthening the capabilities of this leading desktop computer in continuous intelligent computing.

According to a report by the Financial Associated Press, sources reveal that Apple is accelerating preparations to launch the next-generation Mac mini desktop computer, marking the first significant update for this product in nearly two years. The relevant insiders stated that this brand new desktop is expected to officially debut in the coming days, with the release likely occurring before the iPhone new product launch event in September.This updated Mac mini is part of Apple's new product lineup for the second half of this year, which will also include new Apple Watch, AirPods, and a smart home device with a screen that can recognize users through facial recognition.

According to monitoring by Lookonchain, Machi (@machibigbrother, 0x020...872) was once liquidated to an account balance of less than $60,000. Currently, his account balance has increased nearly 200 times and has opened long positions in BTC and ETH worth $113 million, including 23,350 ETH valued at $59 million; 668 BTC valued at $54 million.

According to PRNewswire, Nasdaq-listed company BTC Digital Ltd. announced that its 10MW cryptocurrency computing power infrastructure project located in Georgia, USA has completed construction and is entering the deployment preparation stage.The company expects to deploy high-performance mining machines and start digital asset mining operations within approximately the next two months.

Real Vision founder Raoul Pal stated that the charts he closely monitors show that Bitcoin has entered an oversold zone of more than two standard deviations relative to the Nasdaq and is currently rising rapidly. He mentioned that he will continue to observe but believes that in the long term, crypto assets should outperform the Nasdaq.Raoul Pal pointed out that such long-term structural trends are of significant reference value for asset allocation. This view is based on the relative strength performance of Bitcoin against the Nasdaq.