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According to CoinDesk, Bitcoin is currently stable around $80,000, with traders focusing on Federal Reserve Chairman Kevin Walsh's keynote speech at the Jackson Hole annual meeting. The annual seminar hosted by the Kansas City Fed opened on Wednesday, and Walsh will speak on Friday morning. Current inflation remains well above the Fed's 2% target, and long-term borrowing costs are near multi-year highs, with the Fed maintaining the benchmark interest rate range at 3.5%-3.75% in recent months.Mark Connors, Chief Investment Officer of Risk Dimensions, expects Walsh to keep the option of raising interest rates but not to raise rates before the midterm elections. The July PCE inflation rate reached 3.7%, partly driven by rising energy prices following the Iran war. Samir Kerbage, Chief Investment Officer of Hashdex, stated that Bitcoin does not directly respond to the September interest rate decision but follows global liquidity and long-end yield curve trends, similar to the drivers of gold. Last week, the U.S. Treasury announced an increase in long-term Treasury bond purchases after the 30-year Treasury yield hit a 19-year high, which pushed Bitcoin higher; Kerbage described this surge as "primarily a liquidity event."This year's Jackson Hole meeting focuses on financial innovation, payments, and policy, with stablecoins, tokenized deposits, and faster settlement systems becoming the discussion highlights. Kerbage believes that if Walsh views these technologies as part of the financial system rather than risks to be curtailed, the impact could extend beyond Bitcoin, with smart contract networks and protocols handling tokenized payments and settlements benefiting more directly from this shift.

Renowned trader Killa stated that from a high time frame structure perspective, there is about an 80% confidence that the bottom for Bitcoin has formed. However, strictly according to technical confirmation standards, the current trend has not yet completed its reversal, as BTC has not yet reclaimed and stabilized above the $83,000 high on a weekly basis.$83,000 is a key position for confirming a substantial trend change. If Bitcoin breaks through and gains market recognition above this range, traders should be cautious about blindly shorting subsequent rises, as shorts may face strong squeezes, pushing the price towards around $95,000. In the short term, he expects the market to remain volatile.

Serenity stated that leveraged traders have shifted from AI stocks back to Hyperliquid (crypto market) and biotech targets, which they believe may help AI stocks recover more quickly. The Korean ETF EWY rose mainly due to the stock buyback of SK Hynix, while Samsung's foundry prices were raised by about 10% to 15%.Serenity mentioned that SK Hynix disclosed its CPO roadmap, which involves a photonic intermediary layer connecting memory, potentially expanding the addressable market and driving demand in the supply chain for lasers, photonic integrated circuits, and packaging. In addition, following the successful IPO of Changxin Memory (CXMT), Yangtze Memory (YMTC) is seeking to go public in the next quarter.Optoelectronic manufacturer Tyntek hit the daily limit, with its order visibility extending to 2028, reflecting an imbalance in supply and demand for optoelectronic diodes in the photonic industry. Furthermore, the shortage of high-end PCB drilling needles continues, with AI data centers, servers, and optical communications driving demand for PCBs, HDI, and packaging substrates, while tungsten prices are also rising.

According to CoinDesk, Bitcoin has recently shown unusually calm performance, achieving an annualized volatility of about 42% on the 30th, narrowing the gap with the S&P 500's 18% to the narrowest level on record. After narratives related to Trump and corporate treasury buying, the market has entered a prolonged compression range. Edmond Goh, Global Trading Head at B2C2, stated that retail funds are shifting towards AI stocks, tokenized stocks, and prediction markets; TradFi high-frequency trading and risk models are improving efficiency, with open interest nearing historical lows, further suppressing volatility.Shiliang Tang, Partner at Monarq Asset Management, mentioned that Bitcoin is in a price stalemate, with upward pressure from corporate treasury sell-offs (such as Strategy, MARA) and limited downward movement due to speculative leverage clearing and net accumulation in long-term wallets. Strategy has sold about 7,000 BTC by 2026. Paul Howard, Senior Director at Wincent, pointed out that institutional ETFs and DAT are driving market maturity, while clarity in U.S. regulation (CLARITY Act) is still pending, and low volatility has led to a decrease in trading volume.Greg Cipolaro from NYDIG stated that short-term traders are chasing 5x or 10x returns, with target options expanding to Nvidia, gold, perpetual stock contracts, 0DTE options, or sports event contracts. Retail in South Korea is shifting from crypto to domestic AI-related stocks, with Upbit and Bithumb's trading volume significantly dropping year-on-year. Trading in traditional asset perpetuals on crypto platforms and prediction markets like Kalshi and Polymarket has seen a significant increase.

Bond traders adjust strategies, while the options market bets on hedging against the Federal Reserve's interest rate cut risk in 2027. Despite rising long-term bond yields, options traders are focusing on signs of a weakening U.S. economy, believing it could trigger a market reversal.July inflation and slowing consumer demand have cooled market expectations for a Federal Reserve rate hike in September, prompting the options market to adjust positions and reduce the magnitude of rate hikes in the coming months.

The AlphaArena Bali Grand Finals will be held on August 20 during CoinFestAsia in Bali, Indonesia. The event is sponsored by MEXCVentures and co-hosted by TRIV, with a total of 20 professional traders expected to participate. The lineup consists of players who advanced from regional online competitions and TRIV participants, with a total prize pool equivalent to $100,000 for this season.The finals will adopt an esports-style DEMO simulated trading format, featuring timed rounds, real-time profit and loss simulations, live leaderboards, and event commentary. The public can watch the competition through the official livestream and AlphaArena channels.

CryptoQuant CEO Ki Young Ju stated that early Bitcoin traders have achieved the highest unrealized gains ever in this cycle.Unlike previous cycles where the selling pressure was mainly absorbed by cryptocurrency exchange traders, the main buying force in this market comes from structural purchases such as spot trading exchange-traded funds and inflows of digital asset funds. This change has driven the unrealized profits of Binance platform traders to nearly three times the peak in 2021.

According to Decrypt, the prediction market platform Kalshi announced a partnership with DoubleZero to provide real-time market data subscription services to trading institutions through DoubleZero Edge.The initial data covers Kalshi sports event contracts and cryptocurrency perpetual futures, including Level 1 (best quotes and transaction records) and Level 2 (multiple buy and sell orders) data, which can be directly used for pricing, hedging, and automated trading strategies. DoubleZero uses a multicast system to synchronize and push machine-readable data to all connected parties, significantly lowering the access threshold.

Traders continue to bet on the possibility of a Federal Reserve rate hike in September at 45%.

According to the official announcement, Bitget CFD has launched the Pro mode based on the existing ECN and STP models, providing independent quote depth for high-frequency and large-volume traders. This feature is now available on the web, and the app version is expected to be opened on August 21.The trading varieties in Pro mode uniformly use the .pro suffix, and the fee structure and rebate rules are consistent with the ECN model, with a fixed handling fee charged per lot based on the variety, and overnight fees charged normally. This mode is only open to qualified professional clients, who can contact their account manager or official customer service to apply for activation.Previously, Bitget CFD launched liquidity solutions for institutional traders, supporting multi-level depth aggregation and 100% STP execution. The launch of the Pro mode further enriches Bitget CFD's support for professional trading scenarios.

According to Lookonchain monitoring, several traders have opened BTC positions with high leverage. Four traders have shorted a total of 3,895 BTC, with a position value of 249.4 million USD, and the liquidation prices are 64,600.83 USD, 66,281.28 USD, 66,305.03 USD, and 66,545.09 USD respectively.Two traders have gone long on a total of 1,547 BTC, with a position value of 99.08 million USD, and the liquidation prices are 61,200.15 USD and 61,831.74 USD respectively.

According to Jinshi reports, the market pricing no longer bets on the Bank of England raising interest rates by 25 basis points this year.

According to CryptoSlate, Solana increased the block computation unit limit from 60 million to 100 million on July 29, a 66.7% increase. This adjustment provides more parallel processing space for unrelated transactions, reducing the block occupancy rate of a single popular account from the original 20% to 12%.However, the computation limit for writing to the same account in each block remains at 12 million CU, and the incremental data limit for accounts is still 100 MB, which means the congestion bottleneck for popular accounts has not been fundamentally resolved. If a large number of transactions need to be written to the same popular account (such as a high-volume DEX or liquidation contract), they are still subject to this limit. The officials did not provide actual comparative data on transaction confirmation rates, fees, block propagation, or replay before and after the upgrade.

According to on-chain analyst Onchain Lens, a trader who has accumulated approximately $6.46 million in profits on the Hyperliquid platform established a short position with a total scale of about $8.14 million after depositing 1.5 million USDC.Their main short positions include: SPCX approximately $2.37 million, DRAM approximately $1.3 million, MU approximately $1.11 million, with leverage of 2 times. In addition, the trader has allocated additional short positions across multiple assets.

According to The Block, Nansen CEO Alex Svanevik stated that the number of AI trading agents is expected to surpass human traders in about two years. Nansen is shifting its product from a pure analytics tool to "direct trading" and is restructuring the platform around "trading all assets on-chain with agents." Currently, this feature has achieved a cumulative trading volume of over $500 million.Svanevik mentioned that about 10 of the top 15 perpetual contracts by trading volume on Nansen are non-crypto assets, including SpaceX, the S&P 500 index, gold, and crude oil. Nansen plans to open up higher autonomy trading agents after completing backtesting and paper trading to reduce inference costs and control the risk of input poisoning.

Crypto KOL Phyrex posted on platform X, stating, "BitMart and BitMex did not close due to a collapse; it is very different from the sacrifice of FTX. These two primarily faced business issues."According to him, in 2023, BitMart had approached his associates about an acquisition, and they had done a lot of data analysis at the time, but it ultimately came to nothing. In fact, part of the decline of many third-tier exchanges is due to the impact from Binance Alpha.Small exchanges are essentially the stronghold of various altcoins, pump coins, Ponzi coins, and community coins, but the emergence of Alpha has provided better sources for these coins, which has also led to a significant reduction in listing fees for third-tier exchanges and a decrease in profits from joint market-making.Another reason is the signal teachers. In fact, the total number of signal teachers is not very large, but they have waves of associates. These teachers generally move between various exchanges, and once a new exchange offers better profits, these teachers quickly lead their followers to switch. The recent well-known cases of exchanges running away generally follow this pattern.