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According to SoSoValue data, on August 13, Eastern Time, the total net inflow of Ethereum spot ETFs was $6.7169 million. The Ethereum spot ETF with the highest single-day net inflow was Grayscale Ethereum Trust ETF ETH, with a single-day net inflow of $6.4748 million, bringing the historical total net inflow for ETH to $1.819 billion.Following that is Morgan Stanley Ethereum Trust MSSE, with a single-day net inflow of $810,300, and the historical total net inflow for MSSE currently stands at $21.8789 million. The Ethereum spot ETF with the highest single-day net outflow was Blackrock ETF ETHA, with a single-day net outflow of $569,200, and the historical total net inflow for ETHA has reached $11.633 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs is $10.572 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) of 4.64%, and the historical cumulative net inflow has reached $11.453 billion.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $131 million. The Bitcoin spot ETF with the highest single-day net inflow yesterday was Grayscale Bitcoin Trust ETF BTC, with a single-day net inflow of $38.9268 million, and the total historical net inflow of BTC has reached $2.739 billion. The second is Morgan Stanley ETF MSBT, with a single-day net inflow of $7.0806 million, and the total historical net inflow of MSBT has reached $436 million.The Bitcoin spot ETF with the highest single-day net outflow yesterday was the ETF ARKB from Ark Invest and 21Shares, with a single-day net outflow of $58.8155 million, and the total historical net inflow of ARKB has reached $1.277 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $77.271 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.07%, with a historical cumulative net inflow of $51.846 billion.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $61.1637 million. The Bitcoin spot ETF with the highest single-day net outflow is the Fidelity ETF FBTC, with a single-day net outflow of $46.8221 million. Currently, the historical total net inflow of FBTC has reached $9.9445 billion.The second is the Blackrock ETF IBIT, with a single-day net outflow of $14.3416 million. Currently, the historical total net inflow of IBIT has reached $61.157 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $77.369 billion, and the ETF net asset ratio (the market value compared to the total market value of Bitcoin) is 6.06%. The historical cumulative net inflow has reached $51.977 billion.

According to SoSoValue data, the total net inflow for Ethereum spot ETFs is $7.3791 million. The Ethereum spot ETF with the highest single-day net inflow is the Blackrock ETF ETHA, with a single-day net inflow of $7.3791 million. Currently, the historical total net inflow for ETHA has reached $11.634 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.532 billion, and the ETF net asset ratio (the market value relative to the total market value of Ethereum) is 4.63%. The historical cumulative net inflow has reached $11.446 billion.

According to SoSoValue data, the total net inflow of Bitcoin spot ETFs is $4.8862 million. The Bitcoin spot ETF with the highest single-day net inflow is the Blackrock ETF IBIT, with a single-day net inflow of $50.1956 million. Currently, the historical total net inflow of IBIT has reached $61.172 billion.The Bitcoin spot ETF with the highest single-day net outflow is the Franklin Bitcoin ETF EZBC, with a single-day net outflow of $16.4616 million. Currently, the historical total net inflow of EZBC has reached $310 million. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $77.457 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.06%. The historical cumulative net inflow has reached $52.038 billion.

According to SoSoValue data, the total net outflow of Ethereum spot ETFs is $1.7644 million. The Ethereum spot ETF with the highest net inflow in a single day is Blackrock ETF ETHA, with a single-day net inflow of $563,800, and the historical total net inflow of ETHA has reached $11.626 billion. The Ethereum spot ETF with the highest net outflow in a single day is Fidelity ETF FETH, with a single-day net outflow of $2.3283 million, and the historical total net inflow of FETH has reached $2.119 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.479 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.61%, with a historical cumulative net inflow of $11.439 billion.

Arthur Hayes posted on the X platform stating that his article "Yen-quake" will introduce how Buffalo Bill Bessent plans to manipulate the USD/JPY exchange rate and restart the currency printing press. Arthur Hayes mentioned that the continuous weakening of the yen over the past decade has driven up global asset markets, but this situation will eventually come to an end. The yen is the lowest valued currency globally and is also a focal point of controversy among the two major powers, the United States and China, as well as ordinary Japanese voters.There are three ways to address the yen issue, but the U.S. Treasury and Japanese politicians only lean towards one of them. He will explain the operational mechanisms of each method for yen appreciation and why the last option is the preferred solution; he will also discuss how to politically implement the third option. He stated that as U.S. dollar liquidity rises significantly, Bitcoin and cryptocurrencies will increase.The three options include: 1. The Bank of Japan significantly raises interest rates, eliminating the interest rate differential between the dollar and the yen at least on the short end. 2. The government persuades domestic institutions and public entities like GPIF to change their investment mandates, selling overseas assets and buying local assets. 3. Preferred option: The Japanese Ministry of Finance hands over its U.S. Treasury holdings to the Federal Reserve through repurchase transactions in exchange for dollars; subsequently, it sells dollars in the foreign exchange market and buys yen.Arthur Hayes stated that before delving into details, speculators should consider why the discussion of yen appreciation is happening now. For decades, many have claimed that the yen was about to appreciate, leading to the unwinding of global carry trades. Two weeks ago, monetary policy officials from the U.S. and Japan conducted a joint currency manipulation action, merely referring to it as intervention. U.S. Treasury Secretary Buffalo Bill Bessent expressed a desire to raise the counterparty limit for the FIMA repurchase mechanism so that the Japanese Ministry of Finance could utilize its vast asset reserves to defend the yen. The Japanese Ministry of Finance also stated that it is closely cooperating with the U.S. to promote a decline in the USD/JPY exchange rate. Relevant officials are conveying to the market that they support changes in global currency relations, and thus the market must pay attention to this.

According to SoSoValue data, yesterday (Eastern Time August 7), the total net inflow of Bitcoin spot ETFs was $98.8453 million.The Bitcoin spot ETF with the highest net inflow yesterday was Blackrock's ETF IBIT, with a net inflow of $86.7064 million. Currently, IBIT's historical total net inflow has reached $6.1175 billion.The second was Fidelity's ETF FBTC, with a net inflow of $40.9544 million. Currently, FBTC's historical total net inflow has reached $1.0036 billion.The Bitcoin spot ETF with the highest net outflow yesterday was the ETF BTCO from Invesco and Galaxy Digital, with a net outflow of $19.3722 million. Currently, BTCO's historical total net inflow has reached $15.2 million.As of the time of publication, the total net asset value of Bitcoin spot ETFs is $79.497 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.1%. The historical cumulative net inflow has reached $5.2178 billion.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $49.601 million.The Ethereum spot ETF with the highest net inflow in a single day is the Blackrock ETF ETHA, with a single-day net inflow of $38.1476 million. Currently, the historical total net inflow of ETHA has reached $11.65 billion. The second is the Fidelity ETF FETH, with a single-day net inflow of $11.4535 million. Currently, the historical total net inflow of FETH has reached $2.125 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.744 billion, and the ETF net asset ratio (the market value compared to the total market value of Ethereum) is 4.65%. The historical cumulative net inflow has reached $11.455 billion.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $92.1509 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $81.1376 million, and the historical total net inflow of ETHA has reached $11.611 billion.The second is Grayscale Ethereum Trust ETF ETH, with a single-day net inflow of $4.5496 million, and the historical total net inflow of ETH has reached $1.804 billion. As of the time of publication, the total net asset value of Ethereum spot ETFs is $10.645 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 4.63%, with a historical cumulative net inflow of $11.406 billion.

According to SoSoValue data, on August 6th Eastern Time, the total net inflow of Bitcoin spot ETFs was $129 million. The Bitcoin spot ETF with the highest single-day net inflow yesterday was Blackrock ETF IBIT, with a single-day net inflow of $128 million, bringing IBIT's historical total net inflow to $61.088 billion. The second was Morgan Stanley ETF MSBT, with a single-day net inflow of $14.9424 million, and MSBT's historical total net inflow currently stands at $429 million.The Bitcoin spot ETF with the highest single-day net outflow yesterday was VanEck ETF HODL, with a single-day net outflow of $32.7708 million, and HODL's historical total net inflow currently stands at $1.104 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $78.775 billion, with an ETF net asset ratio (the market value compared to the total market value of Bitcoin) reaching 6.09%, and the historical cumulative net inflow has reached $52.079 billion.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $60.8576 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $50.3442 million, and the historical total net inflow of ETHA has reached $11.53 billion.The second is Blackrock Staked ETH ETF ETHB, with a single-day net inflow of $4.9382 million, and the historical total net inflow of ETHB has reached $555 million. As of the time of publication, the total net asset value of Ethereum spot ETFs is $10.606 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 4.58%, with a historical cumulative net inflow of $11.313 billion.

According to SoSoValue data, yesterday (Eastern Time August 5), the total net inflow of Bitcoin spot ETFs was $244 million.The Bitcoin spot ETF with the highest net inflow yesterday was Blackrock ETF IBIT, with a net inflow of $197 million for the day, bringing IBIT's historical total net inflow to $60.96 billion. Following that was Ark Invest and 21Shares' ETF ARKB, with a net inflow of $37.6304 million for the day, currently bringing ARKB's historical total net inflow to $1.346 billion. The Bitcoin spot ETF with the highest net outflow yesterday was VanEck ETF HODL, with a net outflow of $14.6712 million, currently bringing HODL's historical total net inflow to $1.136 billion.As of the time of publication, the total net asset value of Bitcoin spot ETFs was $79.206 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.09%, and the historical cumulative net inflow has reached $51.951 billion.

According to Lookonchain monitoring, Arthur Hayes (@CryptoHayes) has bought another 10.9 million ENA ($985,000).In the past 5 days, he has accumulated a total of 22.64 million ENA ($2 million).

According to Lookonchain monitoring, Arthur Hayes (@CryptoHayes) bought 2.69 million ENA 2 hours ago, worth $246,000.In the past 4 days, Arthur Hayes has accumulated a total of 11.74 million ENA, worth $1.02 million, with an average price of $0.087.

According to SoSoValue data, yesterday (Eastern Time August 4) the total net inflow of Bitcoin spot ETFs was $211 million.The Bitcoin spot ETF with the highest net inflow yesterday was Blackrock ETF IBIT, with a net inflow of $170 million for the day, bringing IBIT's historical total net inflow to $60.763 billion. Following that was Fidelity ETF FBTC, with a net inflow of $19.5752 million for the day, and FBTC's historical total net inflow currently stands at $9.972 billion. As of the time of publication, the total net asset value of Bitcoin spot ETFs is $78.258 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.06%, and the historical cumulative net inflow has reached $51.706 billion.

According to SoSoValue data, yesterday (Eastern Time August 4) the total net inflow of Ethereum spot ETFs was $53.7474 million. The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock ETF ETHA, with a single-day net inflow of $42.4582 million, and the historical total net inflow of ETHA has reached $11.48 billion.Next was Fidelity ETF FETH, with a single-day net inflow of $9.3424 million, and the historical total net inflow of FETH has reached $2.109 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.316 billion, and the ETF net asset ratio (the market value compared to the total market value of Ethereum) is 4.56%, with a historical cumulative net inflow of $11.253 billion.

Arthur Hayes published a new article titled "Situationship," suggesting that the AI bubble may eventually burst, but its subsequent impact could drive global liquidity expansion and become a catalyst for the next Bitcoin bull market. Hayes believes that the key to determining whether AI is a bubble lies in how investors define AI infrastructure construction. He points out that the market generally views the trillions of dollars in AI capital expenditure as "technology investment" and assigns high growth valuations, but its essence is closer to "real estate investment."He states that the current AI infrastructure construction is actually about building data centers, power facilities, and other underlying assets that support computing power, rather than directly investing in technology companies like Apple. "Financial institutions, private credit funds, and governments may mistakenly believe that investing in AI data centers is equivalent to investing in tech giants, while in reality, it is more akin to investing in highly leveraged infrastructure projects." Hayes believes that the core reason for the AI bubble's burst is not that corporate profits cannot be realized, but rather excessive credit expansion. He indicates that, supported by the U.S. and Chinese governments, financial intermediaries may overbuild data centers, power facilities, and related supply chains, ultimately creating credit cycle risks similar to those of the 2008 financial crisis, rather than a profit valuation crisis like that of the 2000 internet bubble.However, Hayes believes that the long-term value of AI remains immense. He points out that the computing resources operating within data centers will drive the development of "silicon-based life," having a profound impact on human civilization similar to that of the railroad era. Regarding market impact, Hayes expects that after the AI bubble bursts, governments and central banks may adopt more aggressive monetary easing measures, repairing the financial system through "massive money printing," pushing risk assets back into an upward cycle, and ultimately benefiting Bitcoin. Hayes states that the core variable of the current AI cycle is whether the capital market has mispriced AI infrastructure, and this judgment will determine the future direction of the market.