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Сообщение ChainCatcher, 25 августа, исследовательский отчет CITIC Securities сообщает, что 21 августа OpenAI снизила цену на GPT-5.6 SolAPI более чем на 20%, что further снижает стоимость вызова высокопроизводительных моделей и может способствовать росту использования высоких токен-сценариев, таких как агент и генерация кода, продолжая стимулировать спрос на вычислительные мощности на стороне вывода.Последний квартальный доход AI Cloud and Compute Services Alibaba составил около 48,4 миллиарда юаней, что на 45% больше по сравнению с прошлым годом. Доходы от продуктов, связанных с ИИ, демонстрируют трехзначный рост на протяжении 12 кварталов подряд, что подтверждает, что спрос на ИИ ускоряется к коммерческой реализации. Мы продолжаем положительно смотреть на возможности в цепочке поставок, такие как оптические модули, серверы, жидкостное охлаждение и облачные вычисления, которые будут стимулированы коммерциализацией больших моделей и ростом спроса на вычислительные мощности.

ChainCatcher Сообщение, согласно отчету Jinshi, CITIC JianTou указал, что SpaceX с оценкой в 1,75 триллиона долларов вышла на Nasdaq, собрав 75 миллиардов долларов, а рыночная капитализация в первый день превысила 2 триллиона долларов, став седьмой по величине технологической компанией в мире и установив исторический рекорд IPO. Три основных направления бизнеса: Starlink, многоразовые ракеты и космический ИИ подтверждают коммерческий замкнутый цикл, ускоряя процесс коммерциализации космической экономики. В 2026 году в нашей стране несколько жидкостных ракет будут интенсивно проходить первые полеты и испытания на возврат, что, вероятно, значительно снизит затраты на запуск и ускорит строительство созвездий. Рекомендуется обратить внимание на:1）Ракетный сегмент: двигатели, структура корпуса ракеты и другие области с высокими барьерами входа;2）Спутниковый сегмент: полезная нагрузка, антенны и терминалы лазерной связи;3）Наземное оборудование: гражданские терминалы и технологии прямого подключения к мобильным телефонам;4）Операционные услуги: компании с редкими лицензиями и квалификациями.

Public data shows that since the launch of evoevo, the AI economy project NeoSoul's self-evolving Agent network has accumulated a Token consumption of over 15 billion, with the number of Agents in the network reaching over 200,000 and the number of Agent activities exceeding 1.5 million.The above data reflects to some extent that market attention to AI Agent applications that operate continuously is on the rise. Compared to single-question-and-answer tools, Agents that can operate long-term, record behaviors, and adjust based on feedback are becoming an important direction for the development of AI applications.NeoSoul's AI Agents primarily make judgments and interact around real-world issues, with related activities being recorded on-chain for observing and training their long-term performance.In the future, NeoSoul will continue to build around the real-world operation and behavior recording of Agents, further exploring the direction of the AI Economy.NeoSoul Co-founder Kaelan stated, "The key to the AI Economy is not just how many Agents are created, but whether these Agents can continuously interact in real environments. They need to form judgments, receive feedback, leave records, and accumulate long-term capabilities in the process."

According to Coinglass data, if Bitcoin falls below $67,000, the cumulative long liquidation intensity on mainstream CEX will reach $776 million. Conversely, if Bitcoin breaks above $71,000, the cumulative short liquidation intensity on mainstream CEX will reach $903 million.The liquidation chart does not show the exact number of contracts to be liquidated or the exact value of contracts being liquidated. The bars on the liquidation chart actually represent the significance of each liquidation cluster relative to nearby liquidation clusters, that is, the intensity. Therefore, the liquidation chart shows the extent to which the underlying price reaching a certain position will be affected. A higher "liquidation bar" indicates that once the price reaches that point, there will be a stronger reaction due to liquidity waves.

The French listed company Capital B (ALCPB) is seeking shareholder approval to raise up to $5.82 billion through the issuance of new shares and to raise up to $116.4 billion through the issuance of credit instruments for increasing its holdings in BTC.

Solana's official announcement "Building Fully On-Chain Perpetual Contracts on Solana" aims to vigorously promote the ecological construction of fully on-chain perpetual contracts (Perps) in the future, with the goal of making Solana the world's strongest on-chain financial derivatives infrastructure. Currently, the trading volume of crypto derivatives is mainly concentrated on centralized trading platforms or hybrid models that rely on off-chain matching engines, which Solana believes is a transitional phase. It hopes to make a truly fully on-chain derivatives market a reality through the characteristics of high-performance blockchain—where all processes such as order submission, price updates, matching, and clearing are completed on-chain, while maintaining institutional-level speed and low costs.The Solana Foundation will provide funding, technical support, and resource allocation, focusing on supporting projects that meet the following criteria: fully on-chain execution, price discovery based on real bilateral liquidity (rather than purely pool pricing), Solana priority with revenue flowing back on-chain, teams with derivatives experience, and core code being open source. It also welcomes the co-construction of surrounding infrastructure such as front ends, aggregators, vaults, and market-making tools.

According to Coinglass data, if BTC breaks through $76,298, the cumulative short liquidation intensity on mainstream CEX will reach $1.271 billion. Conversely, if BTC falls below $69,686, the cumulative long liquidation intensity on mainstream CEX will reach $914 million.

According to Coinglass data, if ETH breaks through $2,118, the cumulative short liquidation intensity on mainstream CEX will reach $761 million. Conversely, if ETH falls below $1,920, the cumulative long liquidation intensity on mainstream CEX will reach $663 million.

According to Coinglass data, if BTC breaks through $77,192, the cumulative short liquidation intensity on mainstream CEX will reach $908 million. Conversely, if BTC falls below $70,398, the cumulative long liquidation intensity on mainstream CEX will reach $878 million.

According to Coinglass data, if ETH breaks through $2,101, the cumulative short liquidation intensity on mainstream CEX will reach $791 million. Conversely, if ETH falls below $1,917, the cumulative long liquidation intensity on mainstream CEX will reach $549 million.

According to Coinglass data, if BTC breaks through $77,218, the cumulative short liquidation intensity on major CEXs will reach $819 million. Conversely, if BTC falls below $70,378, the cumulative long liquidation intensity on major CEXs will reach $786 million.

According to Coinglass data, if BTC breaks through $77,238, the cumulative short liquidation intensity on mainstream CEX will reach $785 million. Conversely, if BTC falls below $70,702, the cumulative long liquidation intensity on mainstream CEX will reach $785 million.

According to Coinglass data, if BTC breaks through $77,245, the cumulative short liquidation intensity on mainstream CEX will reach $806 million. Conversely, if BTC falls below $70,557, the cumulative long liquidation intensity on mainstream CEX will reach $806 million.

According to Coinglass data, if BTC falls below $70,301, the cumulative long liquidation intensity on mainstream CEX will reach $712 million. Conversely, if BTC breaks above $77,065, the cumulative short liquidation intensity on mainstream CEX will reach $691 million.

According to Coinglass data, if ETH breaks through $2,098, the cumulative short liquidation intensity on mainstream CEX will reach $887 million. Conversely, if ETH falls below $1,900, the cumulative long liquidation intensity on mainstream CEX will reach $818 million.

According to Coinglass data, if BTC falls below $69,910, the cumulative long liquidation intensity on mainstream CEX will reach $1.48 billion. Conversely, if BTC breaks above $76,826, the cumulative short liquidation intensity on mainstream CEX will reach $1.264 billion.

According to Coinglass data, if BTC falls below $69,647, the cumulative long liquidation intensity on mainstream CEX will reach $1.769 billion. Conversely, if BTC breaks above $76,885, the cumulative short liquidation intensity on mainstream CEX will reach $1.459 billion.

According to Coinglass data, if BTC breaks through $77,436, the cumulative short liquidation intensity on mainstream CEX will reach $1.861 billion. Conversely, if BTC falls below $70,121, the cumulative long liquidation intensity on mainstream CEX will reach $1.775 billion.

According to Coinglass data, if BTC breaks through $77,215, the cumulative short liquidation intensity on mainstream CEX will reach $2.274 billion. Conversely, if BTC falls below $69,961, the cumulative long liquidation intensity on mainstream CEX will reach $1.725 billion.