holding

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.

According to on-chain analyst Ai Yi's monitoring, a bit-related entity (0x6c9...259a4) that previously made a profit of 55.095 million dollars opened a long position of 8000 ETH during the drop of ETH in the early morning, with an opening price of 2440.49 dollars.Currently, this entity holds a total of 29,500 ETH long positions, valued at 72 million dollars, making it the fifth largest position in ETH on Hyperliquid, with an unrealized loss of 1.042 million dollars.

BitcoinTreasuries.NET posted on platform X that Strive experienced its best week ever, with MSTR rising again. Strive's ASST increased its holdings by 2,680 bitcoins in 5 days, setting a historical record, and has risen 100% in a month.@TheOtherParker_ and @TylerCompiler will analyze its performance in the options market.

SBI Holdings, a Japanese financial services group, announced an investment of $270 million in the Indonesian multi-asset investment platform Ajaib Group, acquiring approximately 20% minority equity, making the Jakarta-based Ajaib an equity method associate of SBI. Ajaib confirmed this strategic investment in a LinkedIn post on Friday, stating that it is the largest tech financing in Indonesia since 2022, bringing its total funding since 2019 to over $500 million.Ajaib offers investment channels including domestic and international stocks, bonds, mutual funds, exchange-traded funds, crypto assets, stablecoins, commodities, and foreign exchange, while also covering payment and savings services, and providing over-the-counter stablecoin settlement services and liquidity support for Indonesian businesses and institutional investors. SBI stated that this collaboration will promote the adoption of digital assets in Asia and continue to expand its business footprint in the region.The SBI Group operates the Japanese crypto exchange SBI VC Trade, the Singapore exchange Coinhako, and the UK market maker B2C2. Other digital asset projects include the yen stablecoin JPYSC and the Layer 1 blockchain Strium developed for financial applications. SBI Holdings Chairman and President Yoshitaka Kitao stated that in the era of tokenization, the importance of global infrastructure for digital assets is increasingly prominent. SBI is establishing a network of digital asset exchanges in Southeast Asia through the "SBI APAC Digital Economic Zone" initiative, and Ajaib's model of combining traditional financial products with digital assets aligns with this strategy.

According to the latest announcements from major companies, global listed enterprises have disclosed recent developments in cryptocurrency asset allocation and strategic mergers and acquisitions. The core information is as follows:Alpha Modus (NASDAQ: AMOD) advances strategic transactions, planning to incorporate 3,170 BTC into its treasury: Nasdaq-listed company Alpha Modus officially announced that it is actively promoting a significant strategic transaction. If the transaction is successfully completed, it is expected to directly add 3,170 bitcoins to its balance sheet, with a total value exceeding $200 million based on current market prices.DeFi Development Corp resumes buying, increasing its holdings by 19,000 SOL: Nasdaq-listed SOL treasury company DeFi Development Corp announced the formal resumption of its purchasing plan for SOL. The latest data shows that the company has invested approximately $1.86 million, increasing its holdings by 19,000 SOL at an average price of $98.14. Following this acquisition, its total holdings of SOL have increased to approximately 2.33 million, with a fair value of about $182 million.

According to market news, SATA has raised enough funds today to purchase 429 bitcoins, with a trading volume of 50 million USD, marking the highest single-day volume this week.This week, SATA has raised funds to buy 1,084 bitcoins, which is more than 5% of its total holdings in four days, equivalent to Strategy buying 42,659 bitcoins in a week.

According to Glassnode data, the spot price is around $79,000, with the first significant cost-intensive zone located between $83,000 and $86,000, where there is a supply of approximately 1.05 million BTC held by long-term holders. This portion of chips has basically not been sold during the entire round of corrections and will become a key area to test whether "patient supply will sell near the break-even point."In the lower range of $62,000 to $65,000, there are about 1.44 million BTC, of which nearly two-thirds are held by recent buyers. Glassnode states that recent buyers are providing support, while long-term chips constitute the supply wall above. The cost basis for short-term holders is around $70,000.

According to on-chain data, two wallets suspected to be related to Hermeneutic have sold approximately $15 million worth of HYPE tokens in the past three days. The data shows that these two wallets currently still hold about 660,000 HYPE, valued at approximately $56 million, and are continuing to reduce their holdings at a slower pace.Market participants believe that the continued selling by large holding addresses may put pressure on HYPE's short-term price, but due to the remaining position size still being relatively large, subsequent capital movements are still worth monitoring.

According to SolanaFloor, Solana's treasury company DeFi Development Corp announced the resumption of SOL purchases, with the latest acquisition of 19,000 SOL, investing approximately 1.86 million USD, at an average purchase price of 98.14 USD.After this acquisition, DeFi Development Corp's SOL treasury holdings increased to approximately 2.33 million SOL, valued at about 182 million USD at current prices.

According to Bloomberg, the Orange County Employees Retirement System invested $60 million in SpaceX about eight years ago, and now that investment has grown to approximately $2 billion.Although the significant appreciation of the investment has brought considerable returns to the pension fund, it has also resulted in a concentration of assets that is significantly higher than expected. As a result, the fund needs to reassess and adjust its risk management and portfolio strategy to address the long-term management challenges posed by the high proportion of a single high-volatility asset.

According to BBX data, yesterday global publicly listed companies in the U.S. stock market disclosed the latest official ledgers on cryptocurrency asset mining operations, ecological treasury financial reports, and on-chain data infrastructure. The core updates are as follows:Bitdeer (NASDAQ: $BTDR) July production surged 322% year-on-year, total exclusive computing power reached 81.7 EH/s: Nasdaq-listed Bitcoin mining company and AI infrastructure company Bitdeer released its production and operation update for July 2026. In terms of mining, the company mined a total of 1,190 Bitcoins that month (a year-on-year increase of 322%). In terms of computing power scale, self-operated computing power reached approximately 76.7 EH/s, other exclusive computing power 5.0 EH/s, and joint mining computing power 18.7 EH/s, totaling an exclusive computing power of 81.7 EH/s. As of the end of July, the company's balance sheet held a total of 257 Bitcoins (excluding customer deposits).Avalanche Treasury Company AVAT (NASDAQ: $AVAT) holds 15.3 million AVAX, plans to repurchase $10 million in stock: Avalanche ecological cryptocurrency treasury company Avalanche Treasury Company released its financial report for the second quarter of 2026. The company reported a net loss of $44.7 million for the quarter (loss per share of $1.54), of which approximately $35.7 million (about 80%) was a non-cash accounting loss due to changes in the market value of AVAX holdings, and approximately $15.2 million was a one-time cost incurred from business mergers, with core administrative expenses of about $3.5 million. The company's board has approved a $10 million repurchase plan for Class A common stock. As of June 30, the company held approximately 15.3 million AVAX (book value of about $100 million), with net staking income of about $1.5 million for the second quarter (cumulative approximately $3.6 million for the first half of the year).Solana Treasury Company DFDV (NASDAQ: $DFDV) launches State of Solana data dashboard: Nasdaq-listed SOL treasury company DeFi Development Corp announced the launch of the public real-time data research platform State of Solana. This platform integrates Solana's market price, network performance, staking rate, validator distribution, on-chain revenue, and ecological indicators into a unified dashboard, aiming to provide investors with a comprehensive fundamental perspective beyond price fluctuations, and will continue to expand the dataset and visualization analysis tools in the future.

Bitcoin News posted on the X platform that Strive Asset Management purchased 1,110 bitcoins for approximately $81.5 million, increasing its bitcoin holdings to 21,356 bitcoins. Based on a bitcoin price of about $80,000, the holdings are valued at approximately $1.7 billion, making it the seventh largest company by bitcoin reserves among publicly traded companies.According to documents submitted to the U.S. Securities and Exchange Commission, Strive completed the purchase between August 17 and 21, with an average purchase price of $73,409 per bitcoin, including fees and related expenses. This purchase increased its bitcoin holdings by approximately 5.5% from the previous 20,246 bitcoins.Strive raised funds through the issuance of ASST common stock and SATA preferred stock to execute its bitcoin reserve strategy. During the same period, its Class A shares increased by approximately 3.65 million shares, reaching 79.89 million shares, and it issued 441,313 shares of SATA preferred stock. Due to the increase in the number of shares, Strive's total bitcoin holdings grew by approximately 5.5%, but the bitcoin holdings per fully diluted share only increased by about 1.4%.Strive CEO Matt Cole posted on the X platform that the company added 1,110 bitcoins at an average cost of $73,409 per bitcoin, bringing the total holdings to 21,356 bitcoins.Previously, in August, Strive purchased 147 bitcoins at an average price of over $64,800 per bitcoin, and subsequently purchased 79 bitcoins at an average price of $63,231 per bitcoin, totaling 226 bitcoins. In June, Strive purchased 2,500 bitcoins for $185.2 million, increasing its holdings to 19,000 bitcoins.As of August 21, Strive's cash and cash equivalents increased from approximately $154.8 million to $171.9 million. The price of SATA preferred stock is approximately $100, and the annualized dividend yield was raised to 13% in April.

According to businesswire, Nasdaq-listed Avalanche Treasury Company (AVAT) disclosed that as of June 30, it held approximately 15.3 million AVAX, with a book value of about 100 million dollars; the net staking income for the second quarter was 1.5 million dollars, totaling 3.6 million dollars for the first half of the year.The company reported a net loss of 44.7 million dollars in the second quarter, of which approximately 35.7 million dollars came from the fair value changes, realized losses, and impairments of its AVAX holdings, while about 15.2 million dollars were one-time transaction costs incurred from completing the business combination. The company's board also approved a Class A common stock repurchase plan of up to 10 million dollars.

According to Forbes, Bitcoin rose about 20% in the past week, breaking the $80,000 mark for the first time since May. Robbie Mitchnick, head of digital assets at BlackRock, stated that the scale of its Bitcoin spot ETF IBIT will continue to grow as BlackRock is still expanding channels for investors to access and allocate Bitcoin. BlackRock has lowered the minimum size for investors to directly exchange Bitcoin for IBIT shares from $25 million to $1 million. This mechanism allows eligible investors to convert their held Bitcoin directly into ETF shares without having to sell Bitcoin on the market first, potentially avoiding capital gains tax from asset sales.Since its launch, IBIT has become the fastest-growing ETF at multiple scale nodes, currently representing investors holding over 765,000 Bitcoins, valued at approximately $6 billion. Mitchnick noted that real-world risks such as kidnapping, extortion, and custody failures are driving some Bitcoin holders to shift all or part of their self-custodied assets to ETFs. Recently, attacks on some Coldcard hardware wallets have further intensified market concerns about the security of self-custody.Data shows that the 13 Bitcoin spot ETFs in the U.S., led by IBIT, recorded the strongest single-week inflow in nearly 10 months. Talos researchers indicated that this week, Bitcoin's approximately 23% increase and rise in volatility are among the highest in history, with similar trends typically corresponding to above-average returns in the medium to short term. Unlike the breakthrough in May, which lacked ETF funding support and subsequently fell back, this round of increase has structural buying support that was not present before.

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.

According to Onchain Lens monitoring, Wintermute (0xecb...2b00) has reduced its short exposure on Hyperliquid from $212 million to $80.48 million since the last update, still holding $80.48 million in short positions and $5.51 million in long positions.Its HYPE short exposure increased from $5.6 million to $10.2 million, with an unrealized loss of $568,800.

According to Lookonchain monitoring, after two months of silence, the mysterious whale 0x6436 has once again accumulated HYPE, withdrawing 79,800 HYPE (6.5 million USD) from the exchange.This wallet has accumulated a total of 1.36 million HYPE (95.6 million USD) withdrawn from the exchange, with an average price of 70 USD.

The Bitcoin treasury company Strategy currently has a Bitcoin holding valued at $66.7 billion, with annual obligations such as preferred stock dividends and interest amounting to approximately $1.76 billion. Regime Intelligence analysis shows that the company's 840,447 Bitcoins correspond to about $22 billion in debt and preferred claims, making continuous access to capital markets for financing the basis for its performance.Stress tests indicate that the Bitcoin price would need to drop by about 96% for Strategy's Bitcoin holdings and reserves to be insufficient to cover convertible bonds; its debt is not traditional Bitcoin collateral margin loans, and there is no BTC margin call mechanism triggered by price declines. Report author Sherif Saad stated that Strategy needs to maintain a financing cycle to cover annual debt and preferred stock expenses, with cash reserves currently covering about 2.6 times the related annual expenses. If the financing environment worsens, the company may rely more on reserves and selling Bitcoin to fulfill its obligations.Since May, Strategy has sold Bitcoin four times, with the most recent sale of 1,690 Bitcoins, with the proceeds used to pay preferred stock dividends, buy back shares, and increase dollar reserves. CEO Phong Le stated earlier this month that the amount of Bitcoin purchased by the company this year is about 25 times the amount sold, and plans to resume purchases later this year.

According to Businesswire, the Nasdaq-listed company Empery Digital announced its latest balance sheet and data center investment progress, revealing that its Bitcoin holdings have decreased to 1,179 coins.In addition, it also holds approximately $62 million in cash and $35 million in debt.

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.