ana

According to Coinpedia, JPMorgan, with an asset management scale of approximately $5.1 trillion, submitted its Q2 13F filing to the SEC, showing significant adjustments in its crypto-related ETF holdings. In terms of Bitcoin, the bank held approximately 10.4 million shares of BlackRock's IBIT as of June 30, valued at about $355.7 million, up from about 8.3 million shares and nearly $162 million in Q1; the number of IBIT call options increased to about 3.94 million, while put options decreased from about 4.75 million to about 3.5 million.Regarding Ethereum, JPMorgan held nearly 1.17 million shares of BlackRock's ETHA, valued at approximately $14.3 million, a significant increase of 338% compared to the previous quarter, but the value of Bitcoin positions still exceeds that of ETHA by more than twenty times. For XRP, after the related positions were reduced to zero in Q1, the bank re-established its holdings, holding small shares of Bitwise XRP ETF and Grayscale XRP Trust ETF, as well as approximately 19,900 shares of Armada Acquisition Corp II related to Ripple-supported trading, valued at about $207,000.In addition, the filing also showed that JPMorgan established a new position in Bitwise Solana Staking ETF, holding about 47,500 shares. The article also mentioned that there has been a recent net outflow from the U.S. spot Bitcoin ETF, with the next 13F covering Q3 expected to be disclosed in November.

According to the official announcement, Bitget CFD will adjust the leverage and margin tier rules for XAUUSD (gold against the US dollar) and USDCNH (US dollar/offshore RMB) starting from August 15.Among them, when the nominal value of the XAUUSD contract is below $100,000, a maximum leverage of 800 times can be supported; when the nominal value of the USDCNH contract is below $1,000,000, a maximum leverage of 100 times can be supported. For positions exceeding the corresponding range, the platform will adopt a tiered margin calculation method, and the margin rate will be adjusted as the nominal value of the position increases. Users can reasonably allocate their positions according to their asset needs.

According to exclusive information from Intelligent Era AGI, DeepSeek is actively recruiting for emotional intelligence data product manager positions, with a daily salary of 510 yuan. The role is responsible for optimizing DeepSeek's model performance in emotional scenarios, enhancing the realism and immersion of role-playing and emotional interactions, and deeply exploring Badcases in emotional scenarios for attribution analysis.This recruitment information indicates that DeepSeek is expanding from basic capabilities like programming towards emotional interactions that are closer to human language. The product positioning is similar to Doubao, aiming to create a more "personalized" AI model system, rather than being limited to programming scenarios. Previously, DeepSeek launched the Harness preview version for developers on August 13. According to Citigroup's research report and Analysys data, the current market competitor WorkBuddy has surpassed 20 million cross-platform MAU, with 20.97 million monthly visits on the PC side. DeepSeek has not yet provided details on specific product planning for emotional AI.

Solstice Finance launches strcUSX on Solana, splitting the dividend income and price risk of the Nasdaq-listed company Strategy's Series A perpetual preferred stock STRC into two types of tokens: senior and junior. The annual dividend yield of STRC is 12%.The senior tranche SR-strcUSX targets an annual yield of approximately 7%, with priority for dividend income and principal repayment; the junior tranche JR-strcUSX bears the first loss from market value fluctuations and receives the remaining income after payments to the senior tranche, targeting an annual yield of over 20%. Users can deposit USX into the strcUSX vault to receive tokens corresponding to the risk level. Both types of tokens are native assets on Solana, tradable, usable as collateral, or accessible for DeFi applications.Solstice Finance will also integrate USX into Zebec Network's payroll infrastructure, which processes over $500 million in payroll annually and has over 50,000 monthly active users.

Goldman Sachs announced the acquisition of NEOS Investments, which is an ETF issuer managing assets totaling $30 billion, including the Bitcoin High Income ETF (BTCI), which manages assets of $1.1 billion.

According to Catcher Predict monitoring, in the market prediction event "LoL Weibo Gaming vs Ninjas in Pyjamas LPL Group Nirvana" on Polymarket, the "Yes" option win rate for the sub-market "Both teams kill a dragon" has experienced a sharp fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to ChianCatcher news, as reported by CoinDesk, the U.S. SEC's Investment Management Division has issued a no-action letter to Franklin Templeton, allowing its registered funds to use the on-chain money market fund FOBXX (also known as BENJI) to manage cash and collateral via blockchain, rather than following traditional custody rules.This letter is based on Section 17(f) of the Investment Company Act of 1940 and Rule 17f-2, allowing registered funds to hold shares of FOBXX without meeting certain physical custody requirements. This supports intraday trading, hourly net asset value calculations, and faster transaction processing. FOBXX primarily invests in U.S. government securities and aims to maintain a stable share price of $1, and has expanded to multiple blockchains.

Trader Murphy (@Murphychen888) posted on the X platform that the realized price for Bitcoin short-term holders (holding period < 3m) is currently about $67,900. Since June 20, BTC has been continuously suppressed after rebounding close to this cost line, and it has been nearly 2 months now. Meanwhile, the slope of this cost curve has approached zero, indicating that the related chip turnover activity continues to decline.Analysis points out that a similar situation occurred at the end of the bear markets in 2018 and 2022, when BTC was suppressed by the < 3m realized price for about 3 consecutive months, followed by severe fluctuations due to the BCH hash war and the FTX incident, respectively. Continuous suppression by this cost line may reflect that the market is in a structurally weak equilibrium state, and any external force could break this weak equilibrium.

According to Whale Alert monitoring, USDC Treasury has minted 250 million USDC on Solana.

Marinade Finance posted on platform X that the Solana network nearly came to a halt this morning, with 28.83% of staked SOL going offline, approaching the 33.34% halt trigger threshold, involving 90 validator nodes, resulting in a loss of approximately 333 SOL rewards.The fault originated from a routing error by the service provider Teraswitch: the erroneous routing from the Miami node was broadcast to Europe and the Asia-Pacific region, causing 12 nodes (LON1, AMS1-3, DUB1-2, FRA2, SGP1-2, TYO1-3) to lose effective routing, while North America was unaffected, and the fault was resolved after 10 minutes.Marinade Finance pointed out that ASN AS20326 hosts more than a quarter of the total staking volume on the network, and during the fault, 94% of that staking volume was offline simultaneously, accounting for 27.34%, which has exceeded the 25% limit set by SFDP. The second-largest node on the network, Helius, was offline for 33 minutes, with only a few nodes achieving smooth failover. Marinade Finance stated that it will review the staking concentration limit and promote the disclosure of failover capability information by validator nodes.

According to The Block, a K33 research report states that the 30-day average trading volume of BTC/USDT perpetual contracts on Binance and Bybit has dropped to $10.8 billion, the lowest level since 2023, with only 5% of trading days recording lower volumes. Meanwhile, the average daily trading volume of Bitcoin spot has decreased by 18% from last week to $1.8 billion, and the 7-day volatility has also fallen to 0.6%, the lowest since Christmas 2025.K33 research director Vetle Lunde pointed out that low trading activity creates a self-reinforcing "hibernation cycle" in the market. Notably, the open interest in Bitcoin perpetual contracts remains high, with an average of about 300,000 BTC from June to August, above the average for 2025-2026, indicating a higher risk of liquidation-driven volatility.The market is currently awaiting the release of the U.S. July CPI data on Wednesday, with economists expecting a year-on-year increase of 3.4% in CPI and a year-on-year increase of 2.5% in core CPI. CME FedWatch shows that the probability of a 25 basis point rate hike in September is about 50%. Bitcoin has been oscillating between $60,000 and $80,000 for six consecutive months, down about 50% from the historical high of October 2025.

Bitget announced the launch of the "Project Archimedes," establishing a special fund with a total scale of $300 million to provide capital support for quantitative trading firms, asset management institutions, and market makers. The plan includes two sub-projects: a $100 million "Capital Support Program," which focuses on supporting emerging and growth-oriented quantitative institutions that adopt market-neutral strategies; and a $200 million "Interest-Free Lending Program," aimed at institutions with mature strategies and a certain trading scale, which can obtain interest-free funds by meeting corresponding trading volume or position standards to reduce financing costs and expand strategy scale.Bitget CEO Gracy Chen stated that as competition in institutional trading intensifies, capital, execution efficiency, and risk control are becoming important factors in whether strategies can achieve scalability. The Archimedes plan aims to help capable teams expand their strategy scale through capital support, with expectations to support over 50 projects in the next six months. Meanwhile, relying on Bitget's Unified Trading Account (UTA), institutions can use rToken spot positions as collateral for derivatives, allowing them to maintain tokenized stock exposure and contract strategies simultaneously without cross-account transfers, further enhancing capital efficiency.The Archimedes plan will adopt a long-term cooperation framework, implementing rolling access and phased deployment, and will regularly disclose progress such as the number of participating institutions, capital deployment scale, and strategy distribution.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Non-Farm Payrolls Surprise Ignites Rate Cut Trading: Which Will Break Through First Among U.S. Stocks, Gold, and BTC?" At that time, crypto KOLs such as Pump Pump Superman, Xiao Zhi, 77, and Grace will be invited to attend, discussing the unexpected changes in non-farm data, the rising expectations for rate cuts in the market, and the interlinked trends of the three major assets: U.S. stocks, gold, and BTC. They will analyze market trading opportunities and potential risks under changes in macro liquidity.

Despite the rare coordination between the United States and Japan in promoting the strengthening of the yen, U.S. Treasury Secretary Yellen and Japanese Prime Minister Kishi Sanae's fundamental disagreements regarding the Bank of Japan may undermine their efforts. Yellen believes that tightening monetary policy is crucial to addressing the yen's weakness, while Kishi is cautious about raising interest rates, fearing it may impact economic recovery. The Bank of Japan's benchmark interest rate remains at 1%.

CryptoQuant analyst MorenoDV_ stated that data shows the Ethereum Unspent Net Profit and Loss (NUPL) on the Binance platform has fallen back to around -0.35, entering a range that has historically corresponded to significant price bottoms multiple times.This indicator reflects the unrealized profit and loss status of a specific group of holdings, and the current negative value indicates that the overall Ethereum holdings are in a relatively deep unrealized loss.

Bitwise CEO posted on the X platform that a large bank has allowed customers to borrow against the Bitwise Solana Staking ETF (BSOL), with a maximum loan-to-value ratio of 25%. He expressed his pleasure in seeing cryptocurrency continue to integrate into the mainstream financial system.

According to CoinDesk, the cross-border payment company MoneyGram announced the expansion of its cash and cryptocurrency exchange service MoneyGram Ramps to Solana, allowing wallets, exchanges, and developers within the Solana ecosystem to access its global cash network.The service supports two-way exchanges between cash and digital assets, with cash deposits covering over 25 countries and cash withdrawals covering over 170 countries and regions. MoneyGram had previously launched a cash deposit and withdrawal service based on USDC in partnership with Stellar and issued the dollar-backed stablecoin MGUSD, continuously expanding its stablecoin payment and remittance business.

Economists say that the mixed July employment report released last week has heightened the importance of inflation data. LPL Financial Chief Economist Jeffrey Roach pointed out that the path of the Federal Reserve's interest rate hikes will depend on how long inflation remains elevated.Vanguard analyst Hicklin believes that the July employment report and the expected improvement in inflation will strengthen the Federal Reserve's reasons to hold steady before the end of the year. Recent data releases have bolstered market confidence that the Federal Reserve will keep interest rates unchanged this year.

Analyst Murphy (@Murphychen888) posted that Glassnode's latest metric, the BTC Seller Exhaustion Index, has entered the "extreme exhaustion zone" for the first time in this bear market. This metric comprehensively measures low volatility and high loss conditions.Murphy pointed out that historically, similar signals usually appear at the bottom range of bear markets, but the first trigger does not necessarily correspond to an absolute low; if subsequent prices maintain fluctuations or continue to decline, while the index does not set new lows, the historical certainty of the second signal is usually higher.

ChianCatcher news, Solana Foundation Chair Lily Liu tweeted that the foundation's work revolves around two main goals: attracting top talent and capital to Solana. Capital and talent are interdependent and mutually prerequisite. She pointed out that "king-making" is shortsighted and self-limiting, and that "trustworthy neutrality" is feasible in code, but insufficient when applied to humans who require judgment. The foundation's principle is to be open to talent: actively promoting competition and letting the market decide the outcome. No one can rise above the market.Regarding perpetual contracts, the foundation has always supported diversity among builders, and the recent efforts include making the perpetual plan and cutting-edge trader program public. It is not true that only one team on Solana can build fully on-chain perpetual contracts; several teams have recently challenged this. A fully on-chain architecture is more valuable for DeFi and Solana's future. The foundation does not determine success or failure; the market does.