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According to Gate market data, Nasdaq futures fell 1% at the beginning of trading on Monday, and S&P 500 index futures dropped 0.5%.

The research institution Sage Road Research released an executive summary of "The AI Trade," stating that since the beginning of this year, the Magnificent Seven has underperformed the Russell 3000 index by about 8 percentage points and the MSCI ACWI by nearly 9 percentage points. In July, the CBOE NDX volatility index relative to the VIX reached its highest point since the internet bubble, and after entering a correction, the Nasdaq index saw a 5% rebound over four days. As of the writing of the report, AI company stock prices have dropped 20% from their 52-week highs in June.Companies are struggling to achieve returns on investment amid soaring AI costs, with Uber, Amazon, Meta, and Walmart implementing restrictions on employee AI usage. Model homogenization limits pricing power, and Chinese open-source models have become a cheap alternative to OpenAI and Anthropic. AI capital expenditures have exceeded expectations, with the consensus for 2026 rising from $527 billion at the end of 2025 to about $800 billion by mid-year. Capital expenditures for hyperscale cloud providers in 2027 are expected to account for 3% of U.S. GDP, more than double the peak of 1.2% during the late 1990s telecom fiber construction. Allianz Research calculates that there is nearly a 46% growth gap between AI investment and sales, worse than the 32% during the 2001 telecom bubble.As of June, hyperscale cloud providers and related entities like Nvidia issued $225 billion in bonds, a year-on-year increase of 973.7%. The off-balance-sheet liabilities of tech giants have increased eightfold over four years to $1.65 trillion.

According to GMGN data, the Meme coin LAPTOP issued by Biden's son went online for 40 minutes, with its FDV peaking over 300 billion dollars, then dropping to the current 5 billion dollars, with a trading volume of 6.89 million dollars in 40 minutes.

Goldman Sachs executives stated that the refined oil flow through the Strait of Hormuz is at 35% of pre-war levels, while crude oil is at 70%. The impact of the Middle East supply shock on refined oil is greater than on crude oil, especially for heavy products like diesel.Kpler data shows that last year, approximately 2.2 million barrels of refined oil were exported daily through the Strait of Hormuz, while crude oil was 14.95 million barrels per day.

Strategy CEO Phong Le stated in an interview that Strategy does not make decisions based on the specific price of Bitcoin. Over the past two months, Strategy has not purchased Bitcoin but has strengthened its balance sheet. Currently, Strategy's total assets amount to $72 billion, which includes $65 billion in Bitcoin and $7 billion in cash reserves, with cash reserves increasing by 34% over the past two months.Meanwhile, Strategy has reduced its net liabilities from approximately $7 billion to zero. Phong Le mentioned that by strengthening the balance sheet, Strategy has enhanced its equity value, making the sale of MSTR and the purchase of Bitcoin more profitable. Previously, Strategy increased its Bitcoin holdings again last week after a two-month interval.

PPP prediction market tool monitoring shows that the probability of Polymarket "ETH dropping to $2400 in the remaining period of August" has decreased to 30%, a 31% drop in 24 hours; the probability of dropping to $2300 has decreased to 4%, a 4% drop in 24 hours. This market is based on the Binance ETH/USDT trading pair.During the specified month in the title (from 00:00 on the 1st of the month Eastern Time to 23:59 on the last day), if the highest price of any 1-minute candlestick equals or exceeds the specified price in the title, it will be settled as Yes immediately; otherwise, it will be No. Only the 1-minute candlestick High price of Binance ETH/USDT is considered, and prices from other exchanges or trading pairs are not included.

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.

Cointelegraph reported that the active buy/sell ratio of ETH on Binance has dropped to 0.81, one of the most extreme readings on the sell side ever recorded.The active buy/sell ratio measures the volume ratio of market buy/sell transactions for contracts, with 1 being balanced. A ratio of 0.81 indicates that the active sell orders for ETH contracts on Binance significantly dominate, with a large number of traders choosing to sell at market price to exit. This indicator only reflects short-term trading sentiment and should not be used alone as a basis for price judgment.

After reaching an all-time high on May 13, Alphabet's stock price has fallen 15% from its peak, with a market value evaporating by $692 billion.The market is concerned about its advantages in the field of artificial intelligence and talent loss, leading to a decline in investor confidence.

For the week ending August 15, the number of continuing unemployment claims in the United States was 1.778 million, lower than the expected 1.79 million, and the previous value was revised from 1.799 million to 1.796 million.

According to Gate market data, U.S. stock cryptocurrency concept stocks fell broadly, including: MSTR down 3.52%; COIN down 3.23%; CRCL down 3.53%; SBET down 1.44%; BMNR down 0.09%; PURR down 3.92%; ABTC down 8.66%.

The dollar assets of Bitcoin Treasury Company Strategy have reached $6.69 billion, nearly equivalent to its $6.75 billion outstanding convertible bonds, with the net leverage ratio dropping to nearly zero. Driven by ongoing buybacks and the rebound of Bitcoin prices to around $80,000, its preferred stock STRC has rebounded over 35% since the low in June, currently reported at $97.23, still below the $100 par value.Executive Chairman Michael Saylor stated that USD Cash has enhanced the company's digital credit capital framework, specifically for the general purposes of Bitcoin Treasury Company, including increasing BTC holdings, paying preferred stock dividends and interest, repurchasing MSTR/preferred stock, repaying convertible bonds, and increasing dollar reserves. In May, Strategy repurchased $1.5 billion of convertible bonds maturing in 2029 to alleviate its debt burden.Competitor Strive Asset Management eliminated all debt earlier this year, and its preferred stock SATA has rebounded to the $100 par value, with shares issued last week through an ATM program. Analysts pointed out that eliminating debt will strengthen STRC's position in the capital structure, but ongoing buybacks, ample dollar liquidity, and the rebound in Bitcoin prices may provide more direct support for the preferred stock to return to par value.

According to Jinshi reports, C Yushu-W's stock price opened lower and continued to decline. By the close, it reported 603.08 yuan, down over 10%, with a total market value of 243.9 billion yuan. Based on the closing price of the previous trading day, Yushu Technology's market value evaporated by over 20 billion yuan during the day, and has decreased by over 200 billion yuan compared to the opening on the first day of listing.

According to Bloomberg, investments received by British fintech companies in the first half of this year have fallen to the lowest level since at least 2016, as funders are shifting towards AI-related companies that can demonstrate long-term growth.

PPP prediction market tool monitoring shows that the probability of "BTC reaching $80,000 during the remaining period of August" on Polymarket has dropped to 43%, a 19% decrease in 24 hours. Additionally, the probability of rising to $85,000 has decreased to 12%, a 7% drop in 24 hours.According to the settlement rules, this market is based on the Binance BTC/USDT trading pair. Within the specified month in the title (from 00:00 on the 1st of the month to 23:59 on the last day, Eastern Time), if the highest price of any 1-minute candlestick equals or exceeds the specified price in the title, it will be settled as Yes immediately; otherwise, it will be No. This market only uses the 1-minute candlestick High price of Binance BTC/USDT, and prices from other exchanges, trading pairs, or spot markets are not counted.In terms of market conditions, Bitcoin approached $80,000 on Friday, reaching a high of about $79,500, and then fell back over the weekend, briefly dropping below $76,000, but has now rebounded to around $76,000.

PPP prediction market tool monitoring shows that the probability of "ETH reaching $1900 in August" on Polymarket has dropped to 7%, a 43% decrease in 24 hours. Additionally, the probability of rising to $2400 has increased to 42%, a 40% increase in 24 hours. This market is based on the Binance ETH/USDT trading pair.During the specified month in the title (from 00:00 on the 1st of the month to 23:59 on the last day, Eastern Time), if the highest price of any 1-minute candlestick is equal to or higher than the specified price in the title, it will be settled as Yes; otherwise, it will be No. Only the 1-minute candlestick High price of Binance ETH/USDT will be used; prices from other exchanges or trading pairs will not be counted.

According to a report by Token Terminal, the DeFi protocol Fluid, developed by the Instadapp team, released data for the second quarter of 2026. The average TVL for the quarter was $3.4 billion, a decrease of 21.1% quarter-on-quarter, but an increase of 84.9% year-on-year; active loans were $1.5 billion, down 15.1% quarter-on-quarter, but up 92.9% year-on-year; trading volume was $18.1 billion, down 37.3% quarter-on-quarter; fees were $9.5 million, down 21.5% quarter-on-quarter; protocol revenue was $1.8 million, down 29.3% quarter-on-quarter, but up 9.8% year-on-year; monthly active users were 70.7 thousand, down 43.8% quarter-on-quarter.The capital structure continues to lean towards Jupiter Lend, which collaborates with Solana, with an average TVL of about $1.7 billion, accounting for nearly half and achieving quarter-on-quarter growth, becoming the largest lending deployment. At the beginning of the quarter, there was an outflow influenced by third-party events such as Resolv, but the Fluid contract was not attacked, and related bad debts were covered by the treasury and others, with no loss of user funds. During this period, Bitwise began managing the USDe market on Jupiter Lend, Liquidity-as-a-Service was launched with approximately $100 million in sUSDai liquidity facilities, and RWA-related assets such as Huma PST were also integrated into Fluid.The team stated that they will continue to promote institutional-level deployments, Jupiter DEX, and Sui expansion, introducing incremental capital and improving revenue efficiency through vertical products and institutional collaborations.

According to Binance spot data, the market has experienced significant volatility. GNO has dropped by 21.97% in 24 hours, and ALPINE has dropped by 22.18%, showing a "high and then low" state.In addition, JUV, ACE, and EUL have also shown a "high and then low" state, with declines of 5.22%, 10.86%, and 5.08%, respectively. On the other hand, EDEN, OPN, and KORUB have demonstrated a "bottoming out and rising" state, with increases of 8.08%, 5.83%, and 19.49%, respectively. Meanwhile, CITY reached its 24H highest price, with an increase of 7.05%.

Trader 0x4B1 purchased tokens accounting for approximately 0.85% of the total supply for about $1.29 million when CASHCAT was listed on Robinhood, with an average market cap of about $150 million at the time of purchase.After CASHCAT was listed on Robinhood, the price dropped by about 30%. The trader is currently facing an unrealized loss of approximately $412,000, but on-chain data shows that they have not sold any tokens to date.