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Аналитики исследовательской и брокерской компании Bernstein поддерживают рейтинг "покупать" для Robinhood Markets с целевой ценой 160 долларов, утверждая, что недавно запущенная сеть второго уровня Robinhood Chain стала источником прибыли для компании. С момента запуска 1 июля эта сеть накопила около 39 миллионов долларов сборов, и ожидается, что к 2028 году годовые сборы могут достичь 160 миллионов долларов. За последние 15 дней Robinhood Chain с примерно 33 миллионами долларов сборов заняла первое место среди всех цепочек, опередив Solana (около 11 миллионов долларов) и BNB Chain (около 9 миллионов долларов).Согласно отчету Bernstein, Robinhood удерживает около 90% сборов, около 10% идет компании Arbitrum, предоставляющей технологии, и менее 1% выплачивается Ethereum в качестве сборов за данные. Стоимость токенизированных акций на Robinhood Chain за последние два месяца выросла с примерно 10 миллионов долларов до 140 миллионов долларов, на неделе, заканчивающейся 30 августа, она составила около 32% от общего объема токенизированных акций, уступая лишь BNB Chain. Общая эмиссия стейблкоинов на этой цепочке достигла около 1 миллиарда долларов, значительно увеличившись с примерно 241 миллиона долларов в начале июля, из которых USDG составляет около 66%, а USDe — около 33%.Акции Robinhood упали на 2,09% в прошлую пятницу, закрывшись на уровне 122,11 долларов, целевая цена предполагает около 31% потенциала роста. Американский рынок в понедельник был закрыт из-за государственного праздника.

Согласно мониторингу Catcher Predict, на прогнозном рынке Polymarket в событии "LoL: Unicorns Of Love Sexy Edition против Kaufland Hangry Knights" подрынок "Убийства барона обеими сторонами" показал резкие колебания в проценте победы опции "Да", который вырос с 50% за час до текущих 90% (колебание составило 40%). Обратите внимание на влияние соответствующих срочных новостей.

Согласно мониторингу Catcher Predict, в предсказательном рынке Polymarket событие "LoL: BIG против Unicorns Of Love Sexy Edition - плей-офф 1-го дивизиона Prime League" в подрынке "Убийства Нэшера обеими сторонами" вероятность выбора "Да" резко колебалась, увеличившись с 50.5% час назад до текущих 90% (колебание составило 39.5%). Обратите внимание на влияние соответствующих срочных новостей.

According to Gate market data, the Nasdaq 100 index has turned positive, and market sentiment has warmed up.

Gold supporter and long-time Bitcoin critic Peter Schiff recently stated that he believes there is excessive optimism in the current Bitcoin market, and that it is still a long way from truly bottoming out. Schiff predicts that if Bitcoin falls below the $50,000 mark, the price could quickly drop further to below $20,000, shaking the confidence of long-term holders (HODLers) and triggering a larger-scale sell-off.Schiff also mentioned that the market needs to pay attention to whether a decline in Bitcoin will become a precursor to a broader adjustment in risk assets. If a Bitcoin crash is limited to the crypto market, it may be due to factors within the industry itself; however, if it simultaneously affects stocks and other risk assets, it could indicate that deeper macro risks are accumulating.He further pointed out that in such a scenario, investors may turn back to gold, cash, and other traditional safe-haven assets, seeking higher security and certainty.

According to GMGN monitoring, the Chinese meme coin "Lobster" on the BSC chain has risen since this morning, with a current market value of 9 million USD and a 24-hour increase of 31%, while the trading volume during the same period reached 950,000 USD.Meme coin trading is highly volatile, largely relying on market sentiment and speculative concepts, with no actual value or use cases; investors should be aware of the risks.

According to The Block, regarding the gradual shutdown of the Cardano ecosystem data analysis and infrastructure platform TapTools, Cardano founder Charles Hoskinson responded that TapTools is another loss in the ecosystem following JPG Store, and warned of a potential "wave of failures," expecting more projects to shut down, DeFi operations to cease, and industry consolidation in the second half of the year.He stated that some older projects no longer have investment value, resources to support struggling projects are limited, and he lacks direct control over ecosystem funding decisions and treasury allocation.

According to analyst Adler's latest post, the Bitcoin Impulse indicator, which reflects Bitcoin price momentum, has dropped to -59, indicating that market momentum has quickly turned negative; meanwhile, the 30-day Net Taker Volume Position Change indicator, which measures changes in active buying and selling power, has also fallen below the zero axis for the first time in nearly three months, suggesting that the active buying demand that drove the previous upward trend has basically been exhausted.Momentum indicators typically lead changes in capital flow. Currently, both the fast and slow momentum indicators are in deep negative territory, with the fast momentum close to -90 and the slow momentum quickly dropping to -59 after falling below the zero axis at the end of May. On the other hand, although the 30-day active buying demand indicator has just turned negative, it has not yet entered the "bear market zone."Adler believes that the current market is transitioning from a "buyer-dominated" phase to a "seller-dominated" phase, with an overall risk-off state. If active buying demand further declines and enters the bear market zone, while momentum continues to remain negative, it will further confirm the market's bearish trend; conversely, if active buying returns above the zero axis, it may provide an opportunity for market rebound.

According to Reuters, the UK's Financial Conduct Authority (FCA) has warned football clubs, including Premier League clubs, that entering into sponsorship agreements with unauthorized cryptocurrency companies and trading platforms may expose clubs to legal liabilities, money laundering risks, and reputational damage.The FCA stated that some unlicensed cryptocurrency businesses operating in the UK are reaching large fan bases through football sponsorships, potentially violating UK financial promotion rules. The regulatory body has contacted some clubs regarding these partnerships and urged them to strengthen due diligence on their partners.Lucy Castledine, the FCA's Director of Consumer Investments, stated that millions of fans trust club brands, and clubs should not allow unauthorized financial institutions to exploit this trust to promote potentially risky products to fans. UK Sports Minister Stephanie Peacock also stated that while sponsorship revenue is crucial for the football industry, fans have the right to know whether the companies partnering with clubs are safe, responsible, and compliant.

According to The Wall Street Journal, Florida has launched a fierce attack in an increasingly intense protest against the so-called safety flaws of artificial intelligence chatbots, becoming the first state to sue OpenAI and its CEO Sam Altman.The lawsuit filed by Florida Attorney General James Uthmeier on Monday claims that OpenAI and Altman were aware of the safety risks associated with their products but ignored warnings that could harm users.

According to Yu Jin monitoring, after Binance Life rose 40% today, a certain address transferred 3.5 million Binance Life to Binance 30 minutes ago, worth 2.38 million USD.This address purchased 18.5 million Binance Life for 2.14 BNB within half an hour after Binance Life was deployed and launched last October, worth 2,480 USD, with an average price of 0.00013 USD. Currently, this address still holds 15 million Binance Life on-chain, worth 10 million USD.

According to an article by "Federal Reserve Mouthpiece" Nick Timiraos, in a speech on Sunday evening local time, former Federal Reserve Chairman Powell stated that if any administration finds an excuse to dismiss Federal Reserve officials simply due to policy disagreements, the Federal Reserve will not be able to survive. Powell currently serves as a Federal Reserve Governor. While speaking generally about topics such as institutions and the rule of law, he did not name any specific president or express any personal grievances. However, when discussing the institutional framework designed to keep monetary policy decision-making power out of presidential control, his wording was extremely precise.Powell emphasized the legal protections aimed at preventing Federal Reserve officials from being arbitrarily dismissed and specifically pointed out that the executive branch "does not play any role in selecting or overseeing the 12 regional reserve bank presidents," who, along with the Federal Reserve Governors, vote together to determine interest rates. "If any administration finds an excuse to dismiss Federal Reserve officials simply due to policy disagreements, then future administrations will surely follow suit," Powell said.He noted that the credibility built up by the Federal Reserve over decades is an "invaluable asset," and he and his colleagues "have a responsibility to defend it."

According to Forbes, JPMorgan CEO Jamie Dimon warned about the U.S. cryptocurrency market structure bill, the CLARITY Act, stating that if stablecoin issuers are allowed to provide returns to users in a manner similar to bank deposit interest, the related model could eventually collapse.Dimon stated that the bill allows cryptocurrency companies to offer returns similar to deposit interest through stablecoin accounts without the corresponding regulatory protections, and the banking industry would not accept such arrangements. He said, "I am not worried about stablecoins themselves, but if this happens, I will not participate, and it will ultimately collapse."The CLARITY Act aims to clarify the regulatory framework for the U.S. cryptocurrency industry and delineate the responsibilities of regulatory agencies. Previously, Patrick Witt, Executive Director of the U.S. Digital Asset Advisory Committee, stated that the Trump administration planned to push for the bill's passage before July 4. However, Polymarket data shows that the probability of the CLARITY Act passing by 2026 has fallen from nearly 70% to just above 50%.

According to BusinessInsider, billionaire investor and hedge fund founder of Third Point, Dan Loeb, stated in a podcast that current market concerns about the "bubble theory" of artificial intelligence (AI) are greatly exaggerated, and the development stage of the AI industry is completely different from that of the internet bubble period.Loeb pointed out that technology giants, including Alphabet, Microsoft, Amazon, and Meta, have collectively exceeded $700 billion in capital expenditures this year, which may reach $1 trillion next year, with the vast majority allocated for AI infrastructure development. He stated that to believe these capital expenditures will not yield returns is equivalent to thinking that companies are "burning money for no reason," but currently, these companies have strong profitability and ample cash flow, allowing them to support investments with their own balance sheets.Loeb emphasized that this is different from the situation during the internet bubble when "valuations detached from fundamentals," and does not constitute a traditional valuation bubble. He also mentioned that AI companies like Anthropic are experiencing rapid revenue growth and accelerated product applications, indicating that the industry is still in the early stages of expansion.Reports indicate that Anthropic's latest financing valuation is nearing $965 billion, with annualized revenue jumping from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, there are still some investors in the market, including Michael Burry, who express concerns about the overheated valuations of AI, believing that massive investments may struggle to yield corresponding returns. Loeb, on the other hand, stated, "We haven't even scratched the surface of AI development," and believes that we are still in the early stages of long-term growth.

According to Coindesk, JPMorgan CEO Jamie Dimon has once again harshly criticized Coinbase CEO Brian Armstrong and warned that if lawmakers do not address traditional banks' concerns about stablecoin regulation, the latest version of the Digital Asset Market Clarity Act may ultimately fail. Dimon believes that the bill would allow stablecoin issuers to effectively pay interest on deposits without bank-like protections and predicts that if adopted as is, the bill "will ultimately fail."

The crypto analysis platform Swissblock stated on platform X that Bitcoin has chosen to revert to a risk-averse mode. This is the defensive shift it had previously warned about. As the risk index accelerates into high-risk territory, the dominance of USDT has risen again, indicating that funds are rotating back to a protective mode. The observed sequence is: risk expansion, Bitcoin losing structural strength, and a rebound in USDT dominance. In this environment, the market prioritizes survival over upside potential.

According to CoinDesk, Elena Carletti, an executive at UniCredit Bank in Italy, warned that Europe may struggle to cope with the financial shocks related to crypto companies and banks. Carletti pointed out that when Silicon Valley Bank and Signature Bank collapsed in 2023, the United States decided to protect all deposits, including funds held by stablecoin issuers, a measure that helped stabilize the crypto market.Carletti stated that Europe cannot easily take the same measures. The EU's MiCA regulations require stablecoin issuers to hold reserve assets in liquid assets such as bank deposits and government securities, which ties them more closely to traditional banks. However, the European deposit guarantee system typically only protects up to €100,000 per bank per depositor. If large stablecoin reserve accounts come under pressure, this limit may not be sufficient to absorb the shock. Carletti described this as a "double weakness."

According to Cointelegraph, VanEck CEO Jan Van Eck stated that he remains optimistic about Bitcoin in the long term, but warned that 2026 is historically a down year in the four-year halving cycle. He noted that institutional adoption has fundamentally remained unchanged, lacking catalysts for significant price increases.