tron

The founder of the Liebit mining pool, Jiang Zhuoer, stated that last week, Bitcoin and Ethereum spot ETFs recorded inflows of approximately $1.92 billion and $700 million, respectively, with the inflow scale of the Ethereum ETF being about 36.4% of Bitcoin's. Meanwhile, the total market capitalization of ETH is currently about 18.8% of BTC, and its ETF inflow proportion is significantly higher than the market value ratio of the two.Jiang Zhuoer indicated that stronger relative capital inflows may be one of the factors for ETH's recent price increase outpacing BTC, with ETH's maximum increase this round being approximately 35.9%, higher than BTC's 26.6%. Additionally, as the United States promotes legislative structures for the crypto market and asset tokenization, the development of RWA may further enhance market attention on smart contract public chains.

Canadian Prime Minister Carney announced that due to the United States imposing a 50% tariff on $20 billion worth of Canadian goods, Canada's equivalent retaliatory tariff plan will take effect on September 8.The premiers of Ontario, British Columbia, and Quebec have expressed their support, calling for unity in responding to the United States.

Tron founder Justin Sun stated that his lawsuit against World Liberty Financial (@worldlibertyfi) superficially involves a commercial dispute of $45 million and 4 billion tokens, but fundamentally concerns the founding principles of blockchain. He pointed out that the industry is built on the principle of "your keys, your coins," meaning that everyone can truly own their assets without permission.Justin Sun indicated that the case exposes the other party's secret embedding of the power to arbitrarily freeze user assets in the contract, which was not disclosed, lacked governance, and lacked procedures, and was exercised within days of unlocking their tokens. He believes this contradicts the name of "freedom"; if the issuer can confiscate holders' assets at any time, blockchain will be no different from the old world. He will pursue the lawsuit to the end, not only to recover assets but also to establish a precedent in court that "your assets must truly belong to you."

This week, U.S. cryptocurrency policy has seen intensive progress. The Trump administration has pushed for new advancements in the CLARITY Act, the SEC has proposed a draft of regulatory rules for cryptocurrency assets for the first time, and the CFTC has stated that if congressional legislation stalls, it will promote the establishment of an independent regulatory framework for the cryptocurrency market. Trump met with leaders from several cryptocurrency companies at the White House this week and publicly called on Congress to pass a "fair version" of the CLARITY Act. Representatives from Coinbase, a16z, Ripple, Kraken, and other industry participants attended the meeting, focusing on the bill's impact on U.S. jobs, innovation, and attracting cryptocurrency companies back. Currently, the main obstacles to advancing the bill are concentrated on certain ethical clauses. Trump believes that the relevant provisions may target individuals, but industry insiders are pushing both sides to find a compromise to facilitate bipartisan support.CFTC Chairman Mike Selig stated that the CLARITY Act is key to avoiding regulatory uncertainty. If Congress continues to delay, the CFTC will use its existing authority to formulate regulatory rules for the cryptocurrency asset market. Meanwhile, the U.S. SEC has officially proposed a "Crypto Assets Rule Framework," planning to allow certain cryptocurrency financing to be exempt from full securities registration under specific conditions, including a cumulative financing cap of $5 million over four years or an annual limit of $75 million, and providing conditional safe harbor for certain token projects. Additionally, the SEC is considering limiting certain state securities registration requirements to provide a clearer compliance path for U.S. cryptocurrency companies. Market participants believe that recent actions by U.S. regulators indicate that Washington is shifting from a previous enforcement-based regulatory model to establishing a systematic regulatory framework for cryptocurrency assets.On the other hand, former Signature Bank Chairman Scott Shay has launched the N3XT Digital Dollar (NDD) digital dollar deposit project, attempting to challenge the stablecoin market. NDD operates on a public blockchain, enabling 24/7 dollar transfers, and is backed one-to-one by cash and short-term U.S. Treasury bonds. Shay stated that banks can leverage blockchain technology to create a payment system similar to stablecoins while maintaining the dollar credit advantage of the traditional financial system. The project is seen as a new attempt by banks to respond to the expansion of stablecoins. Additionally, the cryptocurrency investment market is entering a new cycle. Dragonfly partner Rob Hadick stated that although AI is attracting significant capital, cryptocurrency startup activity is still recovering, and future predictions of market, institutional applications, and improvements in U.S. regulation may drive new growth in the industry.

On August 20, JustLend DAO announced the launch of the "Buy Energy" one-stop energy direct purchase service, providing TRON ecosystem users with a more efficient and economical way to acquire resources. This feature focuses on short-term energy needs, with funds arriving within 10 seconds after placing an order, eliminating the traditional 14-day staking lock-up and redemption waiting time, achieving "buy and use immediately."Single orders support bulk purchases of energy for up to 50 addresses, enhancing the convenience of multi-account operations. Compared to directly burning TRX to obtain energy, Buy Energy can save about 63% in costs, lowering the interaction threshold on the TRON chain.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated in a post that he has previously emphasized that July to August may be the last window for bottom fishing. From the historical decline patterns of Bitcoin, after experiencing a third phase of decline following the end of the last rebound, BTC's strong rebound breaking through $68,000 may indicate that the crypto market's decline cycle has ended.Investors should not attempt to bottom fish at a specific price point, nor should they try to short in the bottom range. He believes that the next two things worth paying attention to are: how to operate in the new round of rising cycle to maximize profits, and participating in development opportunities in the AI field at other times.

On August 20, according to the Korea Economic Daily, Samsung Electronics plans to announce a shareholder return plan worth approximately 150 trillion won this month, exceeding the previously reported amount of 100 trillion won. It is expected to include measures such as stock buybacks and special dividends, potentially setting a new historical high for listed companies in South Korea. Industry insiders revealed that Samsung Electronics plans to hold a board meeting this month to review the relevant proposals. Earlier, the market had anticipated that the return scale could reach as high as 200 trillion won, but considering the company's basic principle of using 50% of free cash flow (FCF) for shareholder returns, the final scale is expected to be between 150 trillion and 160 trillion won.Samsung Electronics executives stated that with the recovery of the memory chip industry, the company's cash generation ability has significantly improved. Brokerages expect Samsung Electronics' total free cash flow for this year to be approximately 263 trillion won, and the cumulative free cash flow during the shareholder return policy period from 2024 to 2026 is expected to be around 319 trillion won. Based on a 50% return ratio, the total return funds are about 160 trillion won. After deducting the 39.1 trillion won already executed and planned for execution, the remaining funds are close to 120 trillion won.The market expects that Samsung Electronics may use the remaining funds to add a large-scale special dividend in addition to maintaining the regular dividend of 1,668 won per share each year, and to promote large-scale stock buybacks. Industry insiders indicate that following SK Hynix, Samsung Electronics' launch of a large-scale shareholder return plan may become an important factor in driving the valuation increase of the South Korean stock market.

According to ZDNet Korea, Samsung Electronics is accelerating the expansion of its advanced wafer foundry capacity in the United States. The company plans to start the second phase of construction at the Taylor wafer plant in Texas by the end of this year, aiming for mass production by 2030, and has requested major equipment partners to obtain SEMI certification in advance for subsequent equipment import and export. SEMI certification is a standard for assessing the safety of semiconductor equipment and is usually a necessary procedure before equipment leaves the country.The Taylor wafer plant is responsible for Samsung's most advanced foundry mass production tasks. The first phase is currently undergoing equipment entry and installation, with a target to start production by the end of this year, focusing on a 2-nanometer mass production process, with Tesla seen as a core customer. Samsung stated in last month's second-quarter earnings call that to respond promptly to the growing customer demand, the second phase of Taylor will commence by the end of this year. Industry insiders say that although the specific specifications for the second phase have not yet been finalized, Samsung's foundry business has already pushed forward relevant preparations in advance.Previously, Samsung had postponed the investment in the first phase of Taylor multiple times due to insufficient customers and a sluggish market, until Tesla signed a foundry agreement worth approximately 22.76 trillion won in the third quarter of last year, which accelerated construction. The actual pace of mass production in the second phase will still depend on the expansion of supply to Tesla and the progress of new major customers. Additionally, there are reports that Samsung E&A is considering dispatching dozens of construction personnel locally.

According to Gate market data, Samsung Electronics' increase has expanded to 10%, with news that the company will announce a trillion won shareholder return plan.

According to the Industrial and Commercial Times, driven by the long-term growth in demand for memory and advanced packaging due to AI, Winbond Electronics has proactively initiated expansion plans for its Kaohsiung Luzhu plant, merging the originally planned phases two and three into Module B for simultaneous development. Construction of the cleanroom is expected to start in 2027, with equipment installation beginning as early as the beginning of 2029, and equipment will be phased in according to customer demand forecasts and LTA. Currently, there are already customers negotiating for capacity in 2029 and 2030.Industry sources indicate that Winbond's niche DRAM and SLC NAND are in short supply in the third quarter, with a quarterly price increase estimated at about 50%; NOR Flash benefits from large cloud service provider customers stocking up, with a quarterly price increase estimated at about 30%. The price increase for memory in the fourth quarter is expected to converge to 2% to 5%, but thanks to increased DRAM capacity and growing shipment volumes, revenue and profits can still maintain a quarterly increase. Winbond's consolidated revenue in the second quarter was NT$59.843 billion, a quarterly increase of 56.4% and a year-on-year increase of 184.7%. DRAM prices increased by about 100% quarter-on-quarter, while Flash rose by about 43%, with consolidated gross margin rising to 66.2% and after-tax earnings per share of NT$5.40.The Module B product plan includes Standard DRAM, CUBE DRAM, Wafer-on-Wafer (WoW), and silicon capacitors (Si-Cap), which will support 14-nanometer and future 12-nanometer DRAM processes, with plans to introduce EUV equipment in the future.

Strive CEO Matt Cole posted on the X platform, stating that for the past decade, he has believed that the US Dollar Index (DXY) is in a structural downtrend, and it may currently be approaching a larger downward phase, which will have a significant impact on Bitcoin.If this judgment holds, the next 5 to 7 years could become one of the most favorable macro environments in Bitcoin's history.

According to the Dong-A Ilbo, Samsung Electronics plans to expand the core project of the P5 1·2 factory (Fab 5·6) in Pyeongtaek, Gyeonggi Province, from a dual-layer wafer factory to a three-layer wafer factory to respond to the global artificial intelligence semiconductor and memory supercycle and maximize production capacity. Samsung Electronics has recently submitted a plan to change the industrial park, proposing to increase the floor area ratio from 350% to a maximum of 490%. This change must be reviewed by the Gyeonggi Province governor and approved by the Ministry of Land, Infrastructure and Transport's industrial site policy review committee before it can be finalized.The Pyeongtaek P5 1·2 factory is the largest semiconductor factory in the world under a single standard, which began construction in 2022 and aims to be completed by 2030. It will produce high bandwidth memory (HBM), high-end DRAM, next-generation V-NAND, and advanced foundry products. The currently operational Pyeongtaek P4 uses a dual-layer structure with four clean rooms in a single building; if the change is approved, P5 will be configured with up to six clean rooms, and the number of clean rooms and production capacity is expected to increase by about 1.5 times. SK Hynix also plans to use a three-layer structure for all newly constructed wafer factories in the Yongin semiconductor cluster.Market research firm Counterpoint Research expects the global memory market size to increase from approximately 360 trillion won last year to 1,500 trillion won this year and 2,100 trillion won next year. In the context of increasingly difficult access to electricity, water, and land, increasing the floor area ratio to build three-layer wafer factories has become an important path to overcome the physical limitations of limited space and rely on the existing semiconductor industry ecosystem.

According to official news, the TRON community is expected to initiate a proposal vote for the activation of network parameters #95 and #96 on the mainnet on August 25, aiming to enable the Prague and Osaka upgrade features introduced in GreatVoyage - v4.8.2 (Pyrrho), further enhancing the compatibility of TVM with the Ethereum ecosystem. Currently, the Nile testnet has passed the relevant proposal on August 13, and developers can go experience the new features and conduct DApp joint debugging and compatibility testing.TRON reminds that nodes that have not completed the upgrade need to update to v4.8.2 or v4.8.2.1 by August 25, otherwise, they may not be able to synchronize blocks properly after the relevant parameters are activated. The community also welcomes developers to participate in proposal discussions and continue to pay attention to subsequent voting and official implementation progress.

Binance co-founder He Yi cited data from the research team, stating that among users investing in U.S. stocks on the Binance platform, about three-quarters are net buyers, and about one-fifth have never sold. Generation Z users show the strongest willingness to hold long-term, with the highest net buying ratio and the lowest trading frequency. He Yi stated that this reflects how, after lowering investment barriers, a new generation of investors is participating in the market with patience and a long-term perspective.

Moody's expects NVIDIA (NVDA.O) balanced capital allocation policy to support its "exceptionally strong net cash position and credit metrics."

Brian Armstrong posted on the X platform expressing appreciation for Paul S. Atkins and the SEC for their progress on token classification, calling it a long-awaited step towards modernizing the financial system. He stated that he has been advocating for clear cryptocurrency rules for years, and token classification is a necessary measure for the U.S. to maintain innovation.Brian Armstrong also expressed anticipation for the SEC to release the Innovation Exemption to promote on-chain trading of tokenized stocks. He mentioned that relevant progress is being made and that the CLARITY Act should be pushed through as soon as possible, moving the market on-chain before leading the way in other regions.

NVIDIA's Senior Director Huang Maidi visited LG Electronics' robotics research and development center in South Korea on Tuesday, meeting with LG Electronics executives to discuss plans to expand cooperation in the fields of artificial intelligence infrastructure and robotics.Last week, LG Electronics announced plans to launch a next-generation humanoid robot capable of bipedal walking in the first quarter of 2027, relying on NVIDIA's robotics platform.