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According to CoinDesk, six Bitcoin wallets that were active from 2011 to 2014 and had not moved since transferred a total of 553.59 BTC, worth about $40 million, between August 16 and 26. Five of the wallets sent Bitcoin to addresses with no known exchange associations, while one wallet transferred 40 BTC to the German crypto custody and trading service provider Boerse Stuttgart Digital. Additionally, two of these wallets are linked to a lawsuit in New York, where the pseudonymous plaintiff Noah Doe is seeking control over Bitcoin held in 39,069 dormant addresses under the state's lost property law. Data from Galaxy Research shows that the on-chain movement of dormant Bitcoin fell to its lowest level since 2022 in the second quarter, with the total movement expected to be less than half of last year's for the entire year of 2026. Galaxy Research director Alex Thorn stated that none of the many whale clients he interacts with cited quantum computing risk as a reason to sell, but some institutional investors are indeed avoiding buying Bitcoin for this reason. Following the disclosure of a vulnerability in the Coldcard hardware wallet, approximately 210,000 BTC left long-term holder wallets within a week.

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 on-chain data monitored by Catcher Predict, significant capital movements are predicted in the market Polymarket. A large whale has made a single purchase of $82,000 on "Manchester City FC" in the event "Crystal Palace FC vs Manchester City FC." Based on the current transaction price, the latest corresponding winning probability for this target is 41%.

According to Cointelegraph, Bitcoin failed to effectively break through the $80,000 mark, with BTC/USD dropping to $78,442 on the Bitstamp platform, a decline of about 1% for the day, after Federal Reserve Chairman Kevin Walsh delivered a cautiously toned speech in Jackson Hole. In his speech, Walsh reaffirmed the Fed's commitment to the 2% inflation target and downplayed the significance of the recent decline in CPI and PCE data.Walsh stated that although these broad inflation indicators have significantly retreated from their highs a few years ago, the progress over the past two years has been relatively modest. The better-than-expected PCE and CPI readings this summer do not indicate that the underlying trend has materially improved. He also noted that the forward guidance, a conventional practice introduced during the financial crisis, "is now outdated" and will not return in the future. U.S. stocks were not weighed down by his remarks, with the S&P 500 and Nasdaq indices both rising by about 0.5%.On-chain data shows that there is a dense resistance zone between the current spot price and $86,000, which suppresses upward momentum. QCP Capital analysis pointed out that even if the price breaks through, the derivatives market needs to support it by controlling funding rates and the growth rate of open interest. The key is whether the subsequent market movement is driven by spot participation or leveraged positions. As of the time of writing, BTC/USD has risen 26.35% this month, marking the best August performance since 2017.

According to Gate market data, since Federal Reserve Chairman Waller's speech, spot gold and silver have significantly retreated in the short term. Gold rebounded slightly after falling about 100 dollars from its high, reaching a low of 4530 dollars/ounce and currently reported at 4560 dollars/ounce; silver plummeted over 1 dollar during the day, hitting a low of 68.1 dollars/ounce and currently reported at 69.0 dollars/ounce.

Federal Reserve Chairman Waller stated on Friday that if policymakers cannot be confident that inflation is "declining at a clear and sufficiently rapid pace" back to 2%, the Fed "has work to do." This suggests that if price pressures do not improve, the Fed may raise interest rates next.Waller made it clear that he still adheres to the Fed's long-standing policy path of managing inflation through interest rate adjustments. This significantly increases the likelihood of the Fed's next step being a rate hike, which could create a divergence between him and President Trump, who has long sought rate cuts. This statement essentially eliminated the ambiguity that had been left previously. At the press conference at the end of July, Waller declined to respond extensively to whether a rate hike was needed to address the inflation issue, which has significantly risen this year and has been above the Fed's target for more than five consecutive years.

Federal Reserve Chairman Waller stated, "Although the PCE and CPI data released this summer were better than expected, they did not convince me that there has been a meaningful improvement in the underlying trend of inflation." "Market prices reflect that the market believes we will achieve price stability. I can assure you that the market's judgment is correct."Waller then stated that with inflation rates above 2%, the Federal Reserve's "current top priority should be prices." This highly anticipated speech by Waller comes at a time when there is criticism of its streamlined communication strategy. Economists and market participants believe that this strategy lacks clear articulation regarding the recent economic and monetary policy outlook.Waller's speech seems to address these concerns, as he elaborated more deeply than before on his views regarding the economic situation and the focus of Federal Reserve policy under his leadership. He said, "Let us also clarify another aspect of our goals: price stability will not be achieved automatically, and inflation will not necessarily return on its own. Achieving price stability is the responsibility of the Federal Reserve." It is expected that Waller will not answer questions posed by on-site central bank officials and economists.

According to Morningstar, the AI platform Owner, aimed at local businesses, announced the completion of a $240 million financing round, with the company valuation reaching $2.3 billion. This round of financing was led by Growth Equity under Goldman Sachs Alternative Asset Management, with participation from existing investors Meritech, Redpoint, Headline, and Jack Altman.The company uses AI Agents to automatically complete marketing promotion, customer communication, and operational optimization services for local businesses. The new funds are intended to expand international operations and develop local business scenarios.

On August 20, MANTRA Chain released a complete review report of the security incident, confirming that the attacker exploited an unsigned integer underflow vulnerability in the balance accounting layer of the upstream dependency cosmos/evm, unauthorizedly transferring a total of 720,923,967.99 MANTRA from two addresses, valued at approximately 3.6 million dollars based on the price before the attack. Among them, the attacker transferred 600,000,035.56 MANTRA from the on-chain burn address and 120,923,932.44 MANTRA from a genesis-era multi-signature address related to an early incentive program.MANTRA stated that this incident did not involve the leakage of validator keys, administrator privileges, governance control, or multi-signature signers; the attacker did not require privileged access and could complete the attack solely through unauthorized contract deployment and self-funded wallets. The first abnormal transfer occurred at 19:06 UTC on August 20, when the attacker transferred approximately 600 million MANTRA from the burn address; subsequently, at 22:59 UTC, another transfer of approximately 120.9 million MANTRA was made. The chain subsequently stopped operating at 23:13 UTC and resumed after upgrading to v8.4.0. The entire network interruption lasted for 30 hours and 13 minutes.This vulnerability was not an issue with MANTRA's self-developed code but originated from the cosmos/evm module, which is responsible for providing EVM functionality on the Cosmos SDK. The vulnerability allowed the attacker to execute unsigned balance deductions without checking if the balance was sufficient, causing an overflow of values and bypassing normal account authorization logic. MANTRA stated that as of today, no funds have been recovered, with approximately 37.96 million MANTRA (accounting for 5.27% of the total transferred) still remaining in the attacker's address, which has been frozen due to the chain's suspension and v8.4.0 restrictions. The remaining funds have flowed to related trading platforms, and the recovery efforts have entered the law enforcement investigation stage. In the future, monitoring of accounts that cannot normally authorize transfers, burn addresses, and other historically "non-transferable" addresses will be strengthened, and efforts will be made to promote improvements in the security vulnerability disclosure process within the Cosmos ecosystem.

U.S. Federal Judge Rita Lin issued a partial summary judgment in a 59-page ruling regarding Anthropic's lawsuit against the Trump administration, determining that the government's punishment of Anthropic for publicly refusing to allow the military to use its Claude large model for mass surveillance of U.S. citizens and lethal autonomous operations constituted illegal retaliation, violating the First Amendment, due process clause, and the Administrative Procedure Act. The judge also revoked the related designations and Defense Secretary Hegseth's injunction, issuing a permanent injunction.The controversy arose from the Pentagon's demand that Anthropic remove all usage restrictions and accept terms allowing "all lawful uses," while Anthropic maintained its last two bottom lines. On February 27, 2025, Trump ordered all federal agencies to cease using the company's technology, and Hegseth subsequently prohibited any military contractors from doing business with it. During this process, the government abandoned its core claims, acknowledging that Anthropic had no backdoor access to the deployed models and that the risks of Claude were no greater than those of other "black box" systems. Lin pointed out that the government's punishment under the guise of "national security" was not a blank check, and that the government had been operating under the preliminary injunction since March without indicating any harm.Anthropic did not achieve a complete victory, as its claim that Trump's directive exceeded presidential authority was dismissed. Anthropic informed the court that if the relevant measures continued, its defense-related revenue would decrease by 50% to 100%, resulting in a loss of billions of dollars in overall revenue by 2026.

Eurozone government bond yields rose in the morning, with the yield on Germany's 10-year government bonds rising to 3.276%, a 15-year high. Deutsche Bank stated that rising oil prices, increasing inflation in the Eurozone, and the European Central Bank's hawkish stance are driving yields higher.

Researchers at the Federal Reserve Bank of Dallas, abbreviated as Dallas Fed, indicate that tokenized deposits and real-time blockchain transfers may weaken bank liquidity and limit their ability to issue long-term loans. The study was authored by Rosie Levy and Srini Ramaswamy.The research points out that of the $7 trillion in term risk borne by U.S. banks, approximately 80% is supported by the term characteristics of traditional deposits. If the weighted average term of deposits shortens by 10%, the banking system's term transformation capacity will decrease by about $580 billion, potentially increasing liquidity risk and pressure for fund outflows. Chris Turner, co-founder of Kula, stated that the speed of token transfers does not equate to the legal settlement of underlying financial claims. Tokens can be transferred through the blockchain network in seconds, but payments, ownership, and legal claims still rely on banks, custodians, clearing systems, and regulatory registries to complete the settlement.

Market expectations for the Bank of Japan tightening monetary policy are heating up, with weak demand for Japan's two-year government bond auction, the bid-to-cover ratio at 2.97, lower than last time's 3.63 and the past 12 months' average of 3.74. The tail difference is 0.034, higher than last month's 0.007, marking the weakest since 2016. The government led by Prime Minister Sanae Takaichi supports an interest rate hike as early as September, with overnight index swaps indicating a probability of about 84% for a rate hike in September.

Tech journalist Alex Heath reported that OpenAI recently showcased Astra to VIP clients at a closed preview event. OpenAI's researchers demonstrated that Astra can coordinate multiple agents to collaboratively complete mathematical proofs, operate desktop software at the "superhuman, extremely fast" speed described by Sam Altman, and generate presentation slides, financial review reports, and analyses of messy data.Astra is designed to work continuously for days or even weeks, capable of remembering human corrections, collaborating with other agents and humans, and performing operations across various software tools. Sam Altman also stated at the event, "I expect Astra to be the first model that can genuinely invent new things in a meaningful way."

Analysis of the AI semiconductor and infrastructure cycle indicates that the demand for AI infrastructure will continue to exceed that of the internet era, as user penetration and per capita token are multiplied and converted into tokens, significantly raising the ceiling. User penetration has surpassed 50%, with growth primarily coming from the still-early per capita token; the median monthly AI spending per employee in U.S. companies is about $12, which could long-term approach around 10% of white-collar salaries, approximately $1,000 per month, leaving nearly two orders of magnitude of space in between. Unlike the flat subscriptions and extremely low marginal hardware consumption of the internet, the high costs of inference make the marginal cost of a single access higher, requiring greater infrastructure intensity.After developers program, the next ARR growth will still mainly come from broad programming: non-programmers use programming infrastructure to complete non-programming tasks across industries, with programming becoming the default execution kernel for agents. Tasks related to broad programming account for about 60% to 70% of ARR. As of June 2026, Codex accounted for 64% of the total output tokens from Codex and ChatGPT among OpenAI's enterprise clients; since February, Codex has seen a much higher weekly growth in verticals such as law, sales recruitment, and marketing compared to engineering. In Anthropic's revenue, narrow development/software accounts for about 40%, while finance and insurance exceed 20%, with law, life sciences, retail, and others also having considerable shares.The demand-side token growth logic remains, with a high overlap between funders and beneficiaries.

TIME magazine announced the 2026 TIME100 AI list, selecting the 100 most influential figures in the global AI field. The leaders category includes the OpenAI trio Sam Altman, Mark Chen, Greg Brockman, SpaceX CEO Elon Musk, Anthropic co-founders Dario and Daniela Amodei, IBM CEO Arvind Krishna, ByteDance CEO Liang Rubo, Amazon founder Jeff Bezos, Huawei board member He Tingbo, Alibaba CEO Wu Yongming, Broadcom CEO Hock Tan, and others.Innovators include OpenEvidence founder Daniel Nadler, Cursor CEO Michael Truell, BYD Executive Vice President Stella Li, Moonshot AI CEO Yang Zhilin, Manus founder Xiao Hong, and others. Shapers include Sequoia Capital co-leaders Pat Grady and Alfred Lin, Anthropic co-founder Jack Clark, and others.

According to CNBC, Goldman Sachs analyst Jim Schneider stated in an interview with CNBC that Nvidia's latest announcement of its second-quarter performance for fiscal year 2027 exceeded market expectations, and the revenue guidance for the next quarter is also higher than analysts' estimates. Driven by the company's optimistic outlook for revenue growth in the next fiscal year, Nvidia's stock price rose about 4% in after-hours trading.Schneider pointed out that Nvidia expects revenue for fiscal year 2028 to still achieve about 70% growth, indicating that the demand for AI infrastructure remains strong. The current focus of the market has shifted from short-term performance to whether the AI computing investment cycle can be sustained, and whether Nvidia's high growth expectations for the next few years can be realized.

Elon Musk, CEO of SpaceX, Jensen Huang, CEO of NVIDIA, and Sam Altman, CEO of OpenAI, are scheduled to speak next week at the G20 Tech Conference in North Carolina. The event is organized by the Director of the White House Office of Science and Technology Policy, Alondra Nelson, and Secretary of Commerce Gina Raimondo, as part of the lead-up to the G20 summit in December.

According to official news, Lido announced an adjustment to the EarnETH Vault fee structure, reducing the fixed management fee from the original 1% to 0.2%, while increasing the performance fee from 10% to 15%.In the future, the maximum fee will be 0.5% management fee + 20% performance fee, and the specific rates will be adjusted based on Vault performance. The current actual fees charged will continue to be displayed on the EarnETH Vault interface.