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U.S. Senator Cynthia Lummis stated that if the Clarity Act fails to pass in this Congress, the next real opportunity to reintroduce market structure legislation will not come until 2030. Completing this work now could prevent wasting job opportunities, investments, and tax revenue in the coming years.

Berkshire Hathaway CEO Greg Abel stated in an interview with CNBC that the company plans to hold its stakes in Japan's five major trading companies as a long-term investment, expecting to hold them for decades. Currently, Berkshire holds over 10% of shares in each of the five major trading companies and is continuously exploring other cooperation opportunities in Japan and overseas with these enterprises. Abel also mentioned that despite the 10-year Japanese government bond yield rising to about 3%, the five major trading companies do not view the rise in interest rates as a fundamental challenge, and Berkshire still plans to issue yen bonds as needed.Regarding AI investments, Abel stated that the rapid development of artificial intelligence and the practical applications of AI by Berkshire's subsidiaries are among the important reasons for the company's optimism about Alphabet. On the construction of AI data centers, he believes that energy supply and related infrastructure development remain major constraints, which also presents significant opportunities for Berkshire and Berkshire Energy. Abel pointed out that the company is willing to provide energy services for large tech companies' data centers, but on the condition that it does not harm the interests of other customers and should bring net benefits to the local community.In terms of the U.S. housing market, Abel stated that Berkshire takes a long-term view of the housing industry, believing that the "American Dream" will continue, but there will not be a rapid recovery in the short term, and the industry may still face fluctuations for some time. Regarding the overall economy, he noted that most of Berkshire's large businesses performed strongly as of the second quarter, with demand still robust, but American consumers are under significant pressure and need to be more cautious in managing their income; overall, the economic fundamentals that Berkshire currently sees remain "very strong."

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.

Rapha Zagury, CEO of Twenty One Capital and founder of Elektron Energy, stated during his speech at Bitcoin Asia 2026 that the Bitcoin network is experiencing its first-ever bear market in hashrate. The hashrate of the Bitcoin network was close to 1.3 ZH/s at the end of last year, but has since been slowly declining, with the duration of this decline from the historical peak now setting a record. Zagury believes that Bitcoin mining is not simply a "good business" or "bad business"; it largely depends on where the mining company stands on the cost curve. Mining companies with lower energy costs and higher machine efficiency can maintain higher profit margins, while those with high energy costs and low equipment efficiency may be forced to shut down.Currently, while the Bitcoin hashrate price has improved compared to before, it is still at a relatively low level when measured against historical standards. When the price of Bitcoin rises faster than the growth of the network's hashrate, mining is more likely to outperform BTC. For companies, he believes that the best risk-adjusted allocation is not simply choosing to "buy BTC" or "mine," but rather a combination of both; however, if only $1 can be allocated, he suggests prioritizing the purchase of BTC. Regarding energy issues, Zagury stated that energy consumption itself does not imply waste; energy is the foundation of economic development and human progress. He believes that one of the greatest characteristics of Bitcoin mining is its highly flexible load, as mining machines can quickly turn on and off based on energy supply, thus helping the grid absorb idle or surplus electricity and enhancing grid stability to some extent. Additionally, he believes that Bitcoin mining is generating "option value" that was not previously apparent, including aspects such as energy utilization, market share, proximity to the Bitcoin protocol, and infrastructure. With the growing demand for AI and high-performance computing (HPC), the existing energy and data center infrastructure of mining companies may also gain additional application scenarios such as AI computing power. Currently, among large publicly listed mining companies, there are fewer and fewer that can continue large-scale Bitcoin mining, and the industry is at a critical stage where the energy revolution intersects with the Bitcoin revolution.

Liquid Capital founder Jack Yi stated on the X platform: "As expected, there has been a slight pullback. If it continues to pull back to around $75,500, it will be a great new opportunity, and I remain optimistic about the rise after the slight pullback. Investing and trading are the hardest things. I entered the mining circle in 2015 at a low BTC price and later successfully invested in Quantum and others, catching the crazy bull market of 2017. This was entirely a matter of luck, but at the time, I thought it was skill, as I had previously achieved some success in entrepreneurship and investment in classical industries.Later, I crazily invested in hundreds of projects, most of which failed and a few succeeded. As investment opportunities decreased, I began to work hard on learning trading, which requires even more respect. I succeeded in trading nine times in a row, but the tenth failure brings me back to square one."

Trader Wang Xiaoer posted that he has recently reflected on missing several leading projects of Robinhood Chain, believing that this ecosystem is one of the few incremental markets in the cryptocurrency space, while also having its own token listing channels. Therefore, he sees certain opportunities in the leading projects emerging on-chain.He also stated that the market is not far from the next bull market, and there is no need to feel anxious about missing previous opportunities. He will return to on-chain trading through the Pump.fun App to practice trading skills for the potential bull market.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Monterrey Open: Nikola Bartunkova vs Elise Mertens," the option "Nikola Bartunkova" in the sub-market "Monterrey Open: Nikola Bartunkova vs Elise Mertens" has experienced a drastic fluctuation in winning probability, plummeting from 93.5% an hour ago to the current 30.5% (a fluctuation of 63%). Please note the impact of related breaking news.

At the Bitcoin Asia Conference, Simon Gerovich, CEO of the Japanese listed company Metaplanet, stated that the bottom of Bitcoin has already appeared, and the opportunity moment for Asia has arrived. He pointed out that the past few cycles belonged to the West, while the first Asian cycle has begun.Gerovich revealed that since Metaplanet shifted from hotel and technology businesses to Bitcoin reserves in 2024, it currently holds approximately 43,000 Bitcoins, valued at about $3.3 billion. He emphasized that Japanese households hold about $14 trillion in financial assets, with approximately half stored in nearly zero-yield bank deposits, and these savings are looking for new destinations.Gerovich called on Asian businesses, institutions, and savers to seize the current market conditions and build Bitcoin infrastructure in their respective regions. He stated that the end of cash hoarding strategies coinciding with the introduction of new regulatory rules together constitute the biggest opportunity in today's Asian market.

AI market prediction project Fortune Protocol officially announces the integration of liquidity from Polymarket and, together with the previously integrated Predict.fun, provides more prediction markets and liquidity for Fortune Markets.After this update, users can directly explore markets from different liquidity sources within Fortune Markets and discover and compare the liquidity, trading volume, and probabilities of different markets more quickly through a brand new market interface. Fortune Protocol has optimized the trading and asset management experience, adding a streamlined trading process that supports result selection and position browsing; the Portfolio feature is unified, allowing users to view their current positions, settled markets, and complete trading history in one place.Fortune Protocol states that by continuously integrating liquidity from various mainstream prediction markets, Fortune Markets will further build a unified market layer, providing users with a more open, efficient, and integrated prediction market trading experience.

Venture capitalist Tomasz Tunguz pointed out that the narrative of AI infrastructure resembles a slow relay race, with bottlenecks sequentially transmitting from GPUs to memory, CPUs, and storage, each link freezing the supply chain of the next for years and locking in higher baseline costs. At the beginning of 2023, the GPU shock caused H100 rental prices to exceed $9 per hour, and server shipments fell by 22%; subsequently, manufacturers shifted capacity to HBM, leading to an 80% quarterly increase in enterprise SSD prices and over a 60% rise in DRAM.By the end of 2025, the workload of intelligent agents will push the CPU to GPU ratio to about 1:1, with the average price of server CPUs rising by 27% year-on-year; in 2026, nearline HDD annual capacity will be sold out. The construction cost of data centers has risen to about $20 billion per gigawatt, with orders for long-cycle equipment such as transformers and turbines scheduled as far out as 2029 to 2031.Tunguz referred to this as the long whip effect in the hardware sector: years of manufacturing delays amplify downstream demand shocks upstream, and when pressure is relieved at a certain bottleneck, it will be delayed in transmitting to the next link, with transformers scheduled for delivery in 2027 to 2028, NAND wafer fabs, and turbine production lines potentially facing the risk of overcapacity.

"White-haired stock god" Serenity posted on the X platform, stating that after a series of fact sheets released by the U.S. government recently, the future key industries that the U.S. will support and develop can be seen more clearly.Serenity pointed out that this week the U.S. government released policy documents related to the "Golden Age of Space Transportation," with the space industry becoming a key focus area. She believes that the relevant policy goals will promote the development of the launch industry and may benefit companies in the space industry chain, including rocket manufacturers.The U.S. government has set a goal of achieving 1,000 launches and re-entry missions annually by 2030, with rocket companies like Rocket Lab (RKLB) expected to be beneficiaries. In addition, Serenity mentioned that this month the areas of focus for U.S. policy also include: tariffs on drone components; U.S. mining and critical mineral resource cooperation; adjustments to polysilicon supply chain tariffs; and other strategic industry policies. By continuously observing U.S. government policy documents, one can more intuitively judge the industry directions that the capital market will focus on in the future and help investors discover potential industrial opportunities.

Citi stated that it remains optimistic about the stock market performance and advises investors to consider increasing equity asset allocation if the market experiences a pullback before the U.S. midterm elections. It currently maintains an "overweight" view on U.S. stocks, believing that corporate earnings expectations are improving and the market liquidity environment is becoming more accommodative. Despite recent concerns related to artificial intelligence, there are no significant risk signals in the overall market.Citi continues to be optimistic about the U.S. stock market and believes that sector rotation may limit the market's downside potential. Historical data shows that the market often experiences a strong year-end performance following a weak phase before the U.S. midterm elections, suggesting that there may be opportunities to buy on dips currently.

AI+ Prediction Market Project Fortune Protocol officially discloses the latest financing information. The project has previously completed multiple rounds of financing, including Seed and Pre-A rounds, with a total financing amount exceeding 4 million USD.It is reported that participating institutions include K24 Ventures, CGV FoF, MH Ventures, Mapleblock Capital, and others. Fortune Protocol states that this round of funding will primarily be used to promote the technological upgrades of Fortune AI Agent, the integration and expansion of prediction market liquidity, and ecological construction.With the TGE approaching, Fortune Protocol is committed to building intelligent infrastructure for the next generation of prediction markets, promoting the industry towards a more intelligent, efficient, and open direction.

According to official social media news, Huobi HTX asset research analyst YT will be a guest at the sixth session of the Huobi Celebrity Lecture "Beyond Crypto: New Opportunities in TradFi Trading" today at 19:00 (UTC+8). At that time, YT will present on the topic "TradFi Perpetual Contracts: From Trading Entry to Macro-Driven Asset Allocation," sharing insights on the trading logic of TradFi perpetual contracts, core assets, and macro driving factors, analyzing how crypto traders can understand the TradFi market, and further exploring asset allocation and trading opportunities.YT has been deeply involved in the digital asset industry for many years, possessing a composite experience in industry research, project due diligence, on-chain data analysis, asset evaluation, risk control, and macro research. YT has participated in the rating and risk review of hundreds of projects, covering team backgrounds, token economics, holding structures, market value management, and compliance risks. Currently, YT focuses on the linkage between macroeconomics and the crypto market, identifying market trends and potential risks by combining global liquidity, on-chain capital flows, and derivative structures, and providing research support for TradFi decision-making.

"White-haired stock god" Serenity stated that AI investment may be simpler than the market imagines, as Nvidia and its CEO Jensen Huang have actually been releasing signals of future industry trends in advance, but the market often chooses to ignore these trends before they truly explode. Serenity noted that when Nvidia heavily locked in EML (Electrically Modulated Laser) and laser production capacity in 2025, the market questioned the photonics sector, believing that related companies had issues with speculation or even management. However, a year later, the stock prices of related optical communication companies surged significantly. Among them, LITE rose by 678%, and AAOI rose by 475.12%.Serenity believes that the market is currently repeating a similar pattern. In 2026, Nvidia locked in continuous wave (CW) laser and EML production capacity through long-term agreements, while clearly promoting the transition to an 800V power architecture and repeatedly emphasizing that co-packaged optics (CPO) and "Physical AI" will become important trends in the next phase. The market may once again underestimate the industry signals released by Nvidia, but Nvidia and Jensen Huang's judgments often serve as leading indicators of AI industry trends.