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Cryptocurrency trader Unipcs (also known as "Bonk Guy") posted that he has incurred a floating loss of 3.6 million dollars on FOMO in the past 24 hours, exceeding the total profit and loss of the top two traders on the FOMO platform during the same period.He stated that he shares this situation to present a more balanced perspective, emphasizing that the market does not always go up, and investors need to endure such fluctuations. He mentioned that he has not been affected by the drawdown and believes that even without adding any new tokens, his current portfolio is still expected to grow to at least 50 million dollars in the coming months.

According to Onchain Lens monitoring, a certain whale has withdrawn 97,670 HYPE from four exchanges in the past hour, worth approximately 8.25 million USD.Among them, 46,000 HYPE was withdrawn from OKX, worth about 3.88 million USD; 29,000 HYPE was withdrawn from Bybit, worth about 2.45 million USD; 13,000 HYPE was withdrawn from Kraken, worth about 1.1 million USD; and 9,670 HYPE was withdrawn from Gate, worth about 816,000 USD.

According to on-chain analyst @ai_9684xtpa's monitoring, a new address (0x362...95c45) withdrew 1000 PAXG from OKX in the past 7 hours, worth 4.428 million USD.After the rise in gold prices, the address has an unrealized profit of 36,000 USD.

According to on-chain analyst Yu Jin's monitoring, in the past day, the institution continued to transfer 39,500 ETH to multiple CEXs, worth 95 million USD.In the 4 days since August 30, the institution has transferred a total of 142,800 ETH to multiple CEXs, worth 345 million USD, with an average price of about 2,420 USD. The institution's address also holds 29,735 ETH, worth 70.9 million USD.

According to on-chain analyst Yu Jin's monitoring, the TRUMP token team address transferred 11.01 million TRUMP two days ago, worth 26.65 million USD; this morning, another 800,000 TRUMP, worth 1.74 million USD, was transferred to Binance.Currently, this address has transferred a total of 2.8 million TRUMP to centralized exchanges in one day, worth 6.52 million USD.

According to Bloomberg, UBS analysts expect that China's semiconductor manufacturing capabilities may struggle to make sufficient progress in the next decade to develop solutions that can truly replace ASML's cutting-edge EUV lithography technology. UBS analysts wrote in their report, "The stage they are currently at seems comparable to ASML's in 2004." Based on patent application activities, especially in the fields of light sources and laser subsystems, China's current technological maturity is roughly equivalent to ASML's level 15 years before it began mass production of EUV equipment.UBS also expects that China is likely to have the capability for mass production of immersion DUV lithography machines within the next two to five years. Although immersion DUV is not as advanced as EUV, it remains an indispensable tool in chip manufacturing. ASML's immersion DUV machines are priced at nearly $90 million, while EUV equipment costs over $200 million each. China is one of ASML's largest markets, but due to export restrictions, ASML is prohibited from selling EUV equipment to China. UBS pointed out that considering the yield and capacity gaps and regulatory restrictions, Chinese lithography equipment is unlikely to be applied overseas. An ASML spokesperson did not respond to requests for comment. The report is based on UBS analysts' predictive views, and actual progress will depend on industry dynamics.

The research institution Sigmaintell has released a storage price indicator showing that in the third quarter of 2026, the overall supply and demand in the global storage market remains tight. Prices for all categories of DRAM (Dynamic Random Access Memory) and NAND Flash (flash memory) continue to rise month-on-month, but the rate of increase has significantly slowed compared to the second quarter, with the month-on-month increase for some storage chips narrowing to within 10%.

According to Lookonchain monitoring, the whale or institutional address 0x2Ea2 is selling 51,387 ETH, worth approximately 125.9 million USD.In the past two days, this address has deposited 40,881 ETH to exchanges, equivalent to about 100.7 million USD, and currently still holds 10,506 ETH, worth approximately 25.52 million USD.

According to Lookonchain monitoring, a certain whale has bought 243,713 HYPE again in the past 10 hours, worth 20.24 million USD.

According to GMGN market data, the market value of the Solana ecosystem Meme coin Trump Digital Gold (GOLD) plummeted over 95% within 1 minute, and its current market value has dropped to 1.8 million USD.This Meme coin is narrated as "Trump Digital Gold," published by the official Twitter account @realtrumpcoins1, which specializes in promoting and selling official collectible coins/medals related to Trump and is an official partner of The Trump Organization. As more details have not been disclosed, the community generally questions the authenticity of this Meme coin, and there are suspicions that this official Twitter account may have been hacked.

The cryptocurrency protocol Ethena, which issued $4 billion in synthetic US dollars (USDe), announced plans to expand its basis trading strategy to stock perpetual contracts. According to Ethena's data, the open interest in stock perpetual contracts has grown tenfold to $6.2 billion since March. Over the past few months, the funding rates on Hyperliquid and Binance averaged approximately 14% and 17.5%, respectively, while the Bitcoin funding rate during the same period was only in the low single digits.Ethena pointed out that the average Bitcoin funding rate was 11% in 2024, 4.9% in 2025, and has dropped to 2.2% as of August 11 this year. In contrast, stock perpetual contracts had positive funding rates on 94% of trading days on Hyperliquid and 97% on Binance, with a median funding rate of 13.9%, while Bitcoin's was 3.9%. Co-founder Guy Young stated that stocks tend to rise in the long term, creating a continuous demand for leveraged longs to pay fees, and that the funding rate for stocks has almost no correlation with Bitcoin, providing USDe with a revenue source that relies less on the crypto market.The global stock market had a market capitalization of approximately $166.5 trillion in July, far exceeding the crypto market's approximately $2.2 trillion. This expansion is one of Ethena's initiatives to seek new revenue sources after the supply of USDe fell from a peak of about $15 billion to below $5 billion. Last week, it also announced a $1 billion financing arrangement with FalconX.

According to Yu Jin monitoring, in the past half hour, a certain address spent 13.55 million USDT to buy 5,425 ETH, with an average purchase price of 2,498 dollars.

SOL has risen over 8% in the past 24 hours, with a cumulative increase of about 44% this month, marking the strongest single-month performance since 2024, with prices returning above $105. This round of increase coincides with the conclusion of the first on-chain binding governance vote for the Solana network, where traders have already priced in expectations of supply contraction this week.This vote includes three Solana governance proposals (SGP). SGP-1 approves the Solana Constitution, formally establishing the future on-chain voting mechanism. SGP-2 (SIMD-550), proposed by Helius engineers, doubles the deflation rate from 15% to 30%, bringing the inflation rate down to the 1.5% lower limit by 2029, reducing the issuance of approximately 18.9 million SOL over the next six years. SGP-3 (SIMD-553), proposed by Temporal, splits transaction fees into a base fee and a resource fee, with the latter being directly burned, and the daily burn amount expected to increase from about 650 SOL to a maximum of 9000 SOL.Both economic proposals require a two-thirds absolute majority of the staked weight to pass. The Nasdaq-listed Solana Company (HSDT) supports the constitutional proposal but opposes the two deflation and burn proposals on the grounds of timing, believing that current institutional stakers value predictable returns more. The voting results are expected to be announced within a few hours after the end of epoch 1023.

The Sandbox released an update on the security vulnerability attack incident involving the SAND cross-chain bridge, stating that the attacker modified the verification mechanism to forge cross-chain deposit messages and mint unbacked SAND. This incident resulted in approximately 14.7423 million SAND being withdrawn, valued at about $697,000. Additionally, some uncollateralized SAND was profited through market trading, leading to an overall economic impact of approximately $1.497 million, of which the attacker actually obtained about $987,000.The Sandbox stated that the attack did not affect the supply of SAND on Ethereum and Polygon, with the total amount of SAND on Ethereum remaining unchanged at 3 billion. There were also no super administrator privileges stolen, and the attack stemmed from a vulnerability caused by the combination of the general call function in the token contract and the design of bridge permissions. Currently, the related addresses have been marked, and collaboration has begun with exchanges, security agencies, and the LayerZero team.For affected users, The Sandbox promises to compensate wallets holding legitimate bridged SAND with a 1:1 ratio of SAND on the Ethereum chain based on an on-chain snapshot taken before the attack. The compensation application process is expected to open within two weeks and will last for two weeks.

CryptoQuant analyst Axel Adler Jr. pointed out that Bitcoin's two profit and loss indicators have reversed simultaneously in the past ten days. The 90-day realized profit and loss ratio has risen above 1 for the first time since the end of July (reaching 1.003 on August 26), and the unrealized loss ratio has decreased from 18.57% on August 16 to 7.35%, a drop of about 60%, marking the lowest level since May 11.The analyst stated that losses are no longer dominating the market, but the current readings are almost exactly at the breakeven line and need to be continuously confirmed. Historically, during the capitulation phase from 2022 to 2023, this ratio remained below 1 for 241 days, with a minimum drop to 0.368. The current loss pressure is still distant from historical deep capitulation. Both indicators show that holders' financial conditions have significantly improved compared to the low point in August, but true confirmation requires the realized profit and loss ratio to remain consistently above 1 and unrealized losses to stay low.

According to on-chain analyst Ai Yi's monitoring, address 0x9c6...fa4ed has made a floating profit of 11.63 million dollars by leveraging SOL 20 times within 18 days, with an entry average price of 79.32 dollars and a margin of 2.63 million dollars, and has not taken profit even after SOL broke 100 dollars.

Galaxy Research tracking data shows that six dormant Bitcoin wallets from 2011, 2012, and 2014 transferred a total of 553.59 BTC, worth approximately $40.15 million, between August 16 and 26. The earliest batch of coins was purchased in June 2011, when the price was about $14, and their value has since increased over 460,000 times; the most recent wallet transferred 40 BTC to the German crypto custody bank Boerse Stuttgart Digital, with profits reaching up to 1.53 million times.Among the six wallets, two are labeled "Salomon Client Dusted," associated with the pseudonymous plaintiff Noah Doe. Noah Doe filed a lawsuit in the New York Supreme Court, requesting the court to declare 39,069 dormant Bitcoin addresses as unclaimed property under the state's lost property law, and to deliver notice by sending dust transactions to thousands of wallets. Additionally, the panic transfers triggered by the recent Coldcard hardware wallet vulnerability incident are also seen as one of the possible reasons for the awakening of old wallets.

According to Onchain Lens monitoring, the Fireblocks custody wallet (9Ryc...fCxk) transferred 10 million USD1 to Binance again 13 minutes ago, with a total of 66 million USD1 transferred to Binance over the past week.

The decentralized AI infrastructure DGrid AI completed its TGE yesterday at 16:00, with $DGAI simultaneously launching on multiple exchanges including OKX Boost, Gate, Bitget, KuCoin, Kraken, MEXC, and PancakeSwap.According to CoinMarketCap data, the opening price of $DGAI was $0.1, reaching a high of $0.85 within 12 hours after launch, an increase of 8.5 times. As of today at 16:00, $DGAI is priced at $0.72, with a current FDV of approximately $720 million.$DGAI is the native token of the decentralized AI network DGrid, primarily used for node staking, AI service payments, ecosystem incentives, and governance.