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CoinShares Research Director James Butterfill stated that Bitcoin is currently facing an "unusual combination"—short-term bearish and medium-term bullish factors are present at the same time.In the short term, the U.S. core CPI rose 0.3% month-on-month in August, higher than market expectations. Butterfill said, "The CPI data is marginally negative, increasing the probability of monetary policy tightening, which may limit Bitcoin's immediate upside potential." CME FedWatch data showed that market bets on the Federal Reserve's next rate hike reached as high as 85%.In the medium term, he pointed out that the U.S. Treasury's expanded bond buyback program has failed to effectively lower long-term yields. If this situation continues, it may force authorities to implement larger intervention measures, raising concerns about currency depreciation, which would instead benefit Bitcoin and gold valuations. CoinShares believes that Bitcoin's short-term upside may be limited to below $80,000.

Market observers indicate that Anthropic executives are calling for a slowdown in technological development, which may temporarily drag down chip manufacturers and supply chain stocks, but the long-term impact may be limited.Investors will assess whether a more cautious approach to developing advanced models will suppress profits. Nevertheless, the demand for chips, energy, and computing power continues to exceed supply, and any weakness may be short-lived.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the well-known trader @XXAntiWar's related addresses have currently completed 3 ZEC short positions, with a total profit of approximately $727,000 and a settled trade win rate of 100%. In addition, they still hold a 3x ZEC short position worth $4.5 million, currently facing an unrealized loss of about $23,000.Specifically, the address 0xfe5...5d850 previously shorted ZEC twice near $1273 and $1181, with a total profit of approximately $693,000; the address 0x0c4...5d516 shorted ZEC worth $3.56 million at an entry price of $1129, making a profit of about $34,000.The address 0x9bb...9bbf2 opened a 3x ZEC short position worth $4.5 million at 5 AM today, with an entry price of $1120.8, currently facing an unrealized loss of about $23,000.

Pump.fun announced the launch of the "Holder Reward" mechanism and the cancellation of the Cashback model. From now on, when token creators issue new coins, they can choose between the standard "Creator Fee" model and the "Holder Reward" model.In the Holder Reward model, the relevant fees will be transferred to the Pump.fun distribution wallet, and the platform will automatically conduct multiple proportional distributions every hour. Users with a holding value exceeding 20 USD will receive rewards, with more holdings resulting in more rewards. Rewards are paid in the quoted token of the trading pair; for example, tokens paired with SOL will distribute rewards in SOL.Existing Cashback and Creator Fee model tokens can apply to be converted into Holder Reward tokens, and the conversion cannot be reversed. The SOL and USDC trading pairs will continue to use a tiered fee rate that decreases as market value increases; custom trading pairs can set a fixed rate between 0.01% and 3%, which cannot be modified once determined.

The Solana meme coin launch platform Pump.fun announced two updates: the introduction of holder rewards and the removal of the cashback model. Holder reward tokens can earn rewards simply by holding them, with higher limits for longer holding periods, aimed at community development.The cashback model is no longer an option for launches. Creators can choose between creator fees or holder reward tokens. Existing tokens can apply for an irreversible switch, submitted by the team or community, with review criteria based on objective information beneficial to the token and community. Custom trading pairs must set a fixed fee rate of 0.01% to 3%, while SOL/USDC will continue to use the market cap tiered fee rate.Fees go into the Pump.fun distribution wallet, automatically distributed multiple times per hour based on holding proportions, with participation allowed for holdings over $20 in value. Protocol fees are the same across all types, and rewards are distributed in quoted tokens.

The U.S. Commodity Futures Trading Commission (CFTC) has previously secretly approved at least three insider trading investigations related to Polymarket trading, involving contracts related to Biden's pardons, the Iran war, and Google-related events. The relevant investigation documents were obtained by WIRED through the Freedom of Information Act.Among them, CFTC Chairman Michael Selig approved an investigation into contracts related to Biden's pardons in May, after a trader had profited over $300,000 in the relevant market; in the same month, the CFTC also approved an investigation into Iran war contracts, after a group of suspicious accounts was reported to have profited $2.4 million with a win rate of about 98%. In July, the CFTC further initiated an investigation into Google-related Polymarket contracts, focusing on individuals who may have traded using non-public information regarding Google's 2025 search rankings. The Southern District Attorney's Office in New York is also conducting a parallel investigation.It is currently unclear whether the aforementioned accounts are connected to previously investigated individuals. Polymarket stated that the company would refer the relevant matters to law enforcement and cooperate with the investigation. As the prediction market rapidly expands, U.S. regulators are clearly intensifying their scrutiny of insider trading and market manipulation.

According to on-chain analyst Ai Yi's monitoring, Queen @XXAntiWar (0xfe5...d850) today closed 4,765,432 PONS long positions, with a position value of 2.943 million USD, realizing a profit of 87,000 USD; closed 3,478.95 ZEC short positions, with a position value of 4.078 million USD, realizing a profit of 27,000 USD. Adding yesterday's ZEC profit of 660,000 USD, @XXAntiWar has made a profit of 774,000 USD since returning to Hyperliquid and has used another address (0x0c4...5d516) to deposit 2 million USD in margin.

According to Bitcoin.com, an independent Bitcoin miner mining through Braiins Solo successfully mined a block with a height of 966351, receiving the full block reward of 3.147 BTC, worth approximately $245,000.This is the first time in nearly 40 days that an independent miner has successfully mined a block on the Bitcoin network. The last occurrence was on August 2, when a miner mining through Solo CKPool received a reward of 3.1569 BTC. Currently, the five major mining pools—Foundry, Antpool, F2Pool, ViaBTC, and Spiderpool—collectively control about 78.31% of the Bitcoin network's hash rate, making the probability of independent miners successfully mining a block relatively low.

According to Bitcoin.com, an independent Bitcoin miner mining through Braiins Solo successfully mined a block with a height of 966351, receiving the entire block reward of 3.147 BTC, worth approximately $245,000.This is the first time in nearly 40 days that an independent miner has successfully mined a block on the Bitcoin network. The last occurrence was on August 2, when a miner mining through Solo CKPool received a reward of 3.1569 BTC. Currently, the five major mining pools—Foundry, Antpool, F2Pool, ViaBTC, and Spiderpool—collectively control about 78.31% of the Bitcoin network's hash rate, making it relatively low for independent miners to successfully mine blocks.

Goldman Sachs continues to predict that gold prices will reach $4,900 per ounce by the end of 2026, and believes there are net upside risks. Goldman Sachs pointed out that if demand from central banks remains strong and ETF investor inflows recover, gold prices could far exceed the forecast. Additionally, if expectations for Federal Reserve interest rate hikes increase, it could lead to a sharp correction in gold prices.

Chevron's CEO stated that the early buffer in the oil market has disappeared, and the price risks brought by the Iran war are now higher.

Metaplanet CEO Simon Gerovich published a letter to shareholders stating that the company's board of directors has decided to further adjust the arrangements related to the Series 10 stock purchase warrants and cancel 41% of the related shares, resetting the conversion ratio to the level prior to the international issuance in September 2025.According to the new arrangement, the conversion ratio of the warrants to shares will be reset from the previously fixed 1:696 to 1:410. Metaplanet stated that this move will eliminate over $220 million in warrant value, reduce the number of related potential shares by 41%, and correspondingly lower the fully diluted equity, while increasing the fully diluted Bitcoin holdings per share by approximately 8.8%.In addition, all unvested warrants will be subject to longer-term exercise restrictions, with one-third becoming exercisable in 2029, 2030, and 2031, respectively. The previously agreed five-year lock-up period remains unchanged. The company will also cancel the originally planned allocation of 20% of the warrants to the employee incentive pool and will work with global compensation consultants to design a new compensation incentive plan.

According to CoinDesk, Bitcoin formed a golden cross earlier this week (the 50-day moving average crossing above the 200-day moving average), but subsequently did not experience a sustained increase, instead retreating from around $80,000 to about $77,000. It is noteworthy that most of the recent rise occurred before the golden cross—Bitcoin had previously risen from $62,000 to $82,000.The article points out that similar situations have historically repeated multiple times: after the golden cross in 2021, BTC fell from $52,000 to $40,000; after the golden cross in February 2023, it retreated from $23,000 to $20,000; after the golden cross in October 2024, it slid from $70,000 to $67,000; and after the golden cross in May 2025, it corrected from $110,000 to $100,000. Analysts believe that while the golden cross is seen as a long-term bullish signal, it may essentially be a lagging indicator, as a significant portion of the gains often have already been realized by the time the signal appears.

According to on-chain analyst Ai Yi's monitoring, @XXAntiWar (0xfe57...d850) has started its third battle after returning:Building a long position: A total expenditure of approximately 1.787 million USD, with an average price below 0.086 USD. If not sold, the expected profit exceeds 750,000 USD;Shorting ZEC: Shorted 5,199.97 ZEC at 1,273 USD, with a position value of approximately 6.62 million USD, and closed the position at 1,145.4 USD, realizing a profit of 660,000 USD;Going long on PONS: Went long on 4,765,400 PONS at 0.5984 USD, with a position value of approximately 3.15 million USD, currently floating a profit of 308,000 USD.

Micron Technology announced on Friday that its direct labor employees in Taiwan will receive a total bonus for the fiscal year 2026 equivalent to 35 to 68 months of salary, with a minimum cash compensation of 1.7 million New Taiwan Dollars (approximately 53,809.39 USD).Employees in Taiwan who joined before August 29, 2025, will receive a cash bonus of 1 million New Taiwan Dollars (approximately 31,652.58 USD) for the fiscal year 2026. This announcement comes after union members representing about two-thirds of Micron's employees in Taiwan generally supported a strike.

According to Forward Industries (NASDAQ: $FWDI) in a public letter, the company's General Counsel Georgia Quinn officially responded to SEC Commissioner Hester Peirce's statement on July 22, 2026, titled "Headstands and Summervaults," and proposed a three-tier vault regulatory framework centered on "management freedom" as a core variable:• Type I - Use: Developers provide out-of-the-box software, and users configure parameters themselves without registration;• Type II - Follow: Referencing the SEC's 2013 no-action letter regarding AngelList, Angels set strategies for others to follow, meeting conditions such as co-investment and information disclosure, without needing to register as investment advisors;• Type III - Advised: Involves active management, requiring registration or applicable exemptions, suggesting that the SEC and CFTC jointly regulate to avoid dual compliance conflicts.The article also presents five baseline requirements applicable to all vaults, including conflict of interest disclosure, code public audit, exclusion of disqualified persons, applicability of anti-fraud rules, and state law preemption. The article specifically notes that Peirce's statement did not mention the CFTC, and the inter-agency regulatory issues regarding mixed-asset vaults urgently need to be addressed by the SEC and CFTC.

Former U.S. President Trump stated in a Fox News program that although a war with Iran might affect the U.S. midterm elections, he does not regret starting the war.He emphasized that if he could do it all over again, he would do it exactly the same way as before, and he dismissed speculation from supporters who are dissatisfied due to the war. Trump also stated that this war would end immediately after the midterm elections.

According to Bloomberg, informed sources say that Nasdaq will invest $100 million in Payward, the parent company of the cryptocurrency exchange Kraken, through its venture capital department to continue building infrastructure that supports stock tokenization trading.This investment brings Payward's valuation to $21 billion and further expands the partnership announced by both parties in March of this year.