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According to Onchain Lens monitoring, Wintermute currently holds approximately 102.1 million USD in perpetual contract short positions and continues to deposit more funds to increase its short exposure.Data shows that its total exposure is 122.23 million USD, with unrealized profits of about 928,400 USD, a loss of 12.04 million USD in the past 30 days, and a historical cumulative profit of approximately 176.88 million USD from perpetual contracts. Among them, the largest position is a short position of 15,330 ETH, valued at about 38.47 million USD.

According to the Financial Times, the low-profile venture capital firm Vy Capital currently holds approximately $40 billion worth of SpaceX shares, with a stake of about 3.4%. According to Bloomberg data, the firm has become the fifth-largest shareholder of SpaceX, disclosing a holding size larger than that of Silicon Valley venture capital firms such as Sequoia Capital and Andreessen Horowitz. Vy Capital first invested in SpaceX in 2016 when the company's valuation was around $15 billion; after SpaceX went public this year with a valuation of about $1.75 trillion, the value of its holdings has significantly increased.Vy Capital is also the largest external investor in Elon Musk's tunnel company The Boring Company and brain-computer interface company Neuralink, and had committed $700 million for Musk's acquisition of Twitter in 2022. The firm's head, John Hering, has a close relationship with Musk, having invested over $100 million in SpaceX shortly after the Falcon 9 rocket launch failure in 2016; since 2019, he has also been involved in the early business development of Starlink, including hiring personnel and building financial models, and has held a SpaceX employee badge. Currently, Hering serves as a director of The Boring Company, and Vy Capital also participated in the company's recent $3 billion financing round.Vy Capital's assets under management have increased from $27 billion at the end of last year to $50 billion in June of this year. In a letter to investors, the firm stated that since its establishment in 2014, it has achieved a total internal rate of return of 41% and has distributed $4.6 billion to investors. Vy Capital expects that if investment judgments materialize, SpaceX's valuation will exceed $10 trillion in the next 5 to 7 years. The firm currently has only a few dozen employees, with a core investment team of four, and has stopped accepting external investors since last year.

According to on-chain analyst Yu Jin's monitoring, a suspected address related to @HypeStrat (0x6436...0103) has accumulated and staked 365,000 HYPE in the last 24 hours, worth $29.65 million.In the past half month, this address has gradually accumulated and staked 3.029 million HYPE, worth $252 million, with an average price of about $83.4. According to the data released yesterday, it currently holds 31.8 million HYPE, worth $2.513 billion.

According to on-chain analyst Ai Yi's monitoring, Arthur Hayes has established a position worth over 2.247 million dollars in UNI, with an average purchase price of 6.94 dollars. Three hours ago, Arthur Hayes bought an additional 39,800 UNI through Flowdesk, spending approximately 273,000 USDC; he currently holds 323,900 UNI, with an unrealized loss of 286,000 dollars.

According to on-chain analyst Yu Jin's monitoring, a whale holding 149,800 ETH worth $377 million through borrowing leverage sold 6,000 ETH four hours ago, exchanging it for 14.97 million USDe to repay a loan on Aave, with a selling price of $2,496.Currently, the whale holds 143,800 ETH worth $362 million and has a debt of $181 million on the lending platform, employing an overall leverage of 2 times.

According to The Defiant, the on-chain data analysis platform Arkham has attributed a holding of 3.43 million PONS (approximately 2.4 million USD) to the market maker Wintermute, making it a significant new holder of PONS. Arkham stated that Wintermute appears to be gradually buying PONS through a time-weighted strategy and speculated that it may be preparing to market make for the token on-chain.PONS is the native token of Pons, a meme coin launch platform on the Robinhood Chain, which is responsible for routing completed fundraising tokens to the Uniswap pool. Arkham's data shows that this holding accounts for approximately 0.48% of the circulating supply of PONS (712.1 million tokens) and 0.34% of the total supply (1 billion tokens). Additionally, 6.46 million and 5.58 million PONS are held in the Uniswap V3 pool and the Uniswap PoolManager contract, respectively.Previously, Uniswap Labs had also purchased PONS tokens, and the Pons project team stated that this move aims to achieve "long-term alignment."

According to BBX data, global listed companies disclosed the latest updates on digital asset treasury increases and platform operations over the weekend, with key information as follows:UK listed company B HODL increased its holdings by 1 Bitcoin: UK listed company B HODL announced that it has once again increased its holdings by 1 Bitcoin in the secondary market. Following this routine increase, the company's total Bitcoin holdings have steadily risen to 167.487 BTC.OSL Exchange retains its position as Hong Kong's largest digital asset trading platform, leading in stablecoin trading volume: According to the latest official statistics, as of September 4, 2026, the trading platform OSL Exchange, under the Hong Kong listed company OSL Group, remains the highest-ranked and largest digital asset trading platform in Hong Kong by trading volume. At the same time, its stablecoin trading volume ranks first among all licensed and operational digital asset platforms in Hong Kong, continuously solidifying its dominant position in institutional-level digital asset circulation and fiat currency channels.

According to monitoring by Lookonchain, Unipcs spent $67,700 to purchase 10.9 million tokens from the contract address 0x07f5...2241, and has never sold them since.Currently, this position is worth $7.52 million, with a profit of $7.45 million, yielding a return of over 110 times; its portfolio grew by $6.3 million in one day.

According to Lookonchain monitoring, a year ago, Unipcs drove the market capitalization of USELESS to 430 million dollars. Now, after Unipcs has issued multiple opinions, USELESS has regained attention, rising 4 times in the past two weeks.Five months ago, when the market capitalization of USELESS dropped to 30 million dollars, Unipcs began to buy in through a dollar-cost averaging strategy. In the past month, Unipcs has continued to buy USELESS and currently holds 15.9 million USELESS, with an unrealized profit of 1.68 million dollars.

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 on-chain analyst Ai Yi's monitoring, Majic has lost $6.161 million in the past 7 days, gained $4.202 million in the past 30 days, and has a total account cumulative loss of $30.7 million.Currently, Majic still holds long positions in BTC and ETH worth approximately $128 million. Among them, 39,100 ETH long positions have an unrealized loss of $980,000, with a liquidation price of $2,342.78, about $60 away from the current price; 440 BTC long positions have an unrealized gain of $175,000.

Digital asset management company Grayscale stated that by the end of 2025, the proportion of company stocks held directly and indirectly by American households' financial assets will reach 46.71%, up from 43.99% a year ago. Grayscale's research director Zach Pandl pointed out that the increase in stock asset concentration and high valuations has enhanced the opportunity for cryptocurrency to be used for portfolio diversification.Grayscale indicated that the long-term earnings growth expectation for the S&P 500 index rose to over 25% on August 28, significantly higher than the historical range concentrated between 10% and 15%. The agency believes that after the market adjustment, the valuation, leverage levels, and investors' long positions in cryptocurrency assets have all decreased.Data released by Grayscale shows that the 90-day correlation between Bitcoin and the Nasdaq 100 index has dropped from over 60% to about 33%, while its correlation with gold has risen from nearly 0 to over 50%. Grayscale also noted that Bitcoin's historical volatility is higher than broad equity indexes and does not always serve as a safe-haven asset.

According to Onchain Lens monitoring, a certain whale execution wallet has accumulated the purchase of 155,980 HYPE, worth approximately 12.91 million USD, at an average price of about 82.77 USD, without selling any HYPE.The accumulated HYPE has been transferred to another wallet and staked, while the execution wallet still has about 4.34 million USD in USDC available and continues to buy.

According to monitoring by Lookonchain, a certain whale received 167,855 ETH from multiple wallets, worth $408 million, and has begun depositing it into exchanges.In the past 2 days, this whale has deposited 70,739 ETH into multiple exchanges, worth $174 million, and currently still holds 97,115 ETH, worth $237 million.

Bitcoin is currently hovering around the $78,000 mark, with a 24-hour decline of 0.04% and an increase of about 1% over the past week. The overall cryptocurrency market is under pressure due to the strengthening dollar and changes in interest rate expectations, with Solana and Dogecoin leading the decline at around 2%, followed closely by Hyperliquid and XRP; Ethereum, BNB, Zcash, and TRON are basically flat.Meanwhile, the yen has fallen below the 160 mark against the dollar and is trading near the Tokyo market. Market strategists believe that a further depreciation of the yen to around 161 could trigger intervention, while the 162 to 163 range may face stronger intervention pressure. Previously, after Federal Reserve Chairman Waller's speech in Jackson Hole, market expectations for rising U.S. interest rates have heated up, leading bond investors to start pricing in the possibility of a Fed rate hike, which in turn strengthened the dollar.This round of interest rate expectation repricing has previously led institutional funds to withdraw from Bitcoin ETFs. The market will focus on the monthly fund flows of Bitcoin ETFs.

According to on-chain analyst Yu Jin's monitoring, the prices of BTC and ETH have fluctuated at high levels in the past few days, with the funds of Ma Ji Da Ge dropping from 11.15 million dollars to 8.8 million dollars.Yu Jin stated that the fund decrease came from frequent stop-loss liquidations during the slight price decline. Ma Ji Da Ge's ETH long position entry price was 2463 dollars, and the liquidation price was 2307 dollars.

B.AI platform announced yesterday that its free model lineup is fully ready, covering six top models including GLM-5.3-Flash, DeepSeek-V4-Flash, DeepSeek-V4-Flash-Vision-Exp, Hy3 (Tencent Hunyuan), MiMo-V2.5 (Xiaomi), and Qwen3.8-Flash, all available to users with zero barriers for free.Among them, the debuting GLM-5.3-Flash is the "Ox Alpha" that has attracted widespread attention. As the first native multimodal model in the GLM-5 series, it features a total of 320B parameters and 18B active parameters, using a sparse + linear attention hybrid architecture and supporting 1M ultra-long context, combining rapid response with strong reasoning capabilities, making it the cost-effective choice for high-frequency calling scenarios. This free lineup covers various scenarios including pure text, multimodal, code generation, and Agent scheduling. Whether developers or deep AI users, they can access cutting-edge large model capabilities at zero cost through the B.AI platform, simply by logging in at chat.b.ai/chat to start an efficient workflow.

Cointelegraph reported that Goldman Sachs is the largest known holder of the spot Solana ETF, with an exposure of approximately $88.1 million according to the 13F filing.

According to HyperliquidNews monitoring, Abraxas Capital holds a total of over $472 million in perpetual contract short positions, including $126 million in Bitcoin native asset short positions, $120 million in Ethereum native asset short positions, $73 million in SOL short positions, and $72 million in Hyperliquid native asset short positions.The wallet has made a profit of $21 million in the last 24 hours, with total equity exceeding $200 million.

According to on-chain analyst Yu Jin's monitoring, the Garrett Jin whale entity (0x92ea...50e9) increased its position by 600 BTC long contracts at a price of $79,000 in the early morning, worth $47.4 million.This entity has held BTC long contracts for 3 months, currently holding 1,868 BTC long contracts, worth $147 million, with an average price of $77,090, resulting in an unrealized profit of $2.78 million; at the same time, it holds 32,700 ZEC short contracts with an average opening price of $444, worth $25.28 million, resulting in an unrealized loss of $10.74 million.