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Wednesday, 26/08/2026

Jiang Zhuoer: The probability of Bitcoin dropping back below $67,000 is very low, and ETH is still the engine of this bull market

Jiang Zhuoer, the founder of the Liebit Mining Pool (B.TOP), stated in a post that on the first trading day of U.S. stocks after a weekend surge, ETF fund flows have become a key observation indicator. Data shows that Bitcoin ETF net inflows reached $314 million, while Ethereum ETF net inflows were $180 million. U.S. stock funds are chasing long positions, which means that this round of increases has further confirmed funding, and the probability of Bitcoin falling back below the $67,000 starting point is very low.At the same time, the inflow of funds into the Ethereum ETF is equivalent to 57.2% of Bitcoin, significantly higher than the ETH/BTC total market capitalization ratio of 18.8%. Based on this, he believes that ETH will continue to play the role of the "engine" in this bull market. With Trump significantly embracing blockchain and the advancement of the CLARITY Act, financial assets such as the U.S. dollar, U.S. stocks, and U.S. bonds may further go on-chain, be tokenized, and become smart contract-enabled in the future. He believes this will drive more traditional financial professionals to understand and invest in the related blockchain ecosystem.

Analyst: Long-Term Holders Transfer Over 297,000 BTC to Exchanges, Potential Selling Pressure Rises

Odaily News: CryptoQuant analyst Darkfost stated on X that as BTC price approaches $80,000, selling activity among long-term holders (LTH) has noticeably increased. Data shows that long-term holders had been in a net accumulation phase, with their monthly average net supply increase reaching 286,000 BTC in early June. However, this has now turned into a net decrease of approximately 21,000 BTC, marking the first time this year that the amount of BTC sold or transferred by long-term holders exceeds the amount newly entering long-term holding status.

Meanwhile, the amount of BTC transferred by long-term holders to exchanges has risen to its highest level since 2026, with holders of 6 to 18 months being the most active, transferring over 297,000 BTC to exchanges. This signal warrants close attention. Although market demand has improved, increased selling pressure from long-term holders could again tilt the market supply-demand balance toward the sell side.

MINIMAX: H1 Revenue Reaches $117 Million, Up 283.1% YoY

Odaily News: MINIMAX-W (00100.HK) announced on the Hong Kong Stock Exchange that its revenue for the first half of 2026 was $117 million, a year-on-year increase of 283.1%; the loss for the period was $358 million, a year-on-year decrease of 11%; gross profit was $20.813 million, a year-on-year increase of 464.8%.

In addition, revenue from AI-native products in the first half of the year increased by 100.9% year-on-year, from $21.2 million to $42.6 million, mainly driven by improved user engagement, stronger willingness to pay, and the continued commercialization of Hailuo AI and other AI-native products. (Jin Shi)

Catcher Predict: "Counter-Strike: Aurora Gaming vs G2 - BLAST Open Porto Group A" "Match Winner" win rate plummets by 16%

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Counter-Strike: Aurora Gaming vs G2 - BLAST Open Porto Group A", the "Match Winner" sub-market option "Aurora Gaming" has experienced significant fluctuations in win probability, dropping from 47.5% an hour ago to the current 31.5% (a fluctuation of 16%). Please note the impact of relevant breaking news.

Ansem Invests $57,600 in NetNet Capital Token on Robinhood Chain DeFi Protocol

Odaily News: Trading records show that Ansem invested $57,600 to purchase NET tokens. NetNet Capital is a DeFi protocol on the Robinhood chain, and its token NET represents reserve shares backed by at least 1 USDG in the protocol's on-chain asset portfolio. NetNet Capital accumulates productive assets such as stablecoins and stocks through various mechanisms; when the net asset value is 1.75 times the underlying treasury value, NET token stakers can earn a yield of 1.2% per day. Currently, NET is trading at approximately 11 times the treasury value, and the treasury is growing faster than the 1.2% NET issuance rate. Ansem stated that the protocol's founder has given several interviews and mentioned discussions with the Robinhood team about future collaboration; the founder was also previously involved in the NBA Topshot project.

X Demands Permanent Shutdown of Open-Source Third-Party Client Nitter, Accuses It of Illegally Scraping Platform Data

Odaily News: X has sent a cease-and-desist letter to Nitter, an open-source third-party X front-end project, demanding the permanent shutdown of Nitter-related instances and the removal of the project's code repository. Currently, nitter.net is offline, development has been temporarily halted, and developers are seeking legal advice.

X accuses Nitter of illegally using and bypassing its API, scraping X platform data, and accessing accounts and sessions, in violation of platform rules and relevant laws. X requires Nitter to cease operations by 5:00 PM ET on August 25.

Nitter allows users to view public posts without logging into an X account, and removes ads, tracking cookies, and JavaScript. (TechCrunch)

Hong Kong family office Anther Capital establishes a multi-billion dollar artificial intelligence investment portfolio

According to Bloomberg, the Hong Kong single-family office Anther Capital Ltd. has quietly established an artificial intelligence-related investment portfolio worth billions of dollars. The institution was founded by hedge fund veteran Larry Chen.According to the U.S. 13F filings, as of the end of the first half of this year, Anther Capital's exposure to U.S. listed stocks reached at least $3.9 billion. The institution began disclosing related holdings for the first time in the previous quarter.

Japan Plans Blockchain-Based Settlement System for Stocks and Government Bonds by Early 2030s

Odaily News: Japan's Financial Services Agency, the Ministry of Finance, the Bank of Japan, and major financial institutions plan to build a nationwide blockchain-based settlement infrastructure for stocks and Japanese government bonds. A working group is set to be established this summer, with work potentially starting as early as 2027. If officially approved and tests go smoothly, the new system could be operational by the early 2030s at the earliest.

According to the plan, the Bank of Japan will convert a portion of reserves held at the central bank into digital tokens, serving as a wholesale CBDC for use among financial institutions. Currently, Japanese stocks and government bonds settle on T+2 and T+1 cycles, respectively. The new system aims to shorten both to near real-time settlement. Additionally, major Japanese banks such as MUFG, SMBC, and Mizuho have already conducted pilot projects related to tokenized stocks and Japanese government bonds. (CoinDesk)

Revolut launches euro stablecoin EURR in three European markets

Revolut has begun rolling out its first euro-pegged stablecoin EURR to select customers in Denmark, Poland, and Portugal. The token is issued by Bridge Building S.A., a Luxembourg entity of Stripe's stablecoin infrastructure company, and will be integrated into the Revolut retail app, with plans to support multiple blockchain networks and external wallet transfers.EURR will initially launch on Ethereum, with external wallet transfers immediately available to select customers and expanding as liquidity increases. The stablecoin is designed to maintain a value of 1 euro, with reserves managed by Bridge in accordance with EU MiCA regulations, and Revolut Digital Assets Europe responsible for providing the token. Revolut stated that EURR is the first step in its broader stablecoin strategy, with other currency-pegged tokens being developed through independent regulatory pathways.Previously, Revolut announced the withdrawal of USDT from the European Economic Area and Switzerland, with remaining USDT balances to be converted to customers' base currencies after August 31. The launch of EURR coincides with Revolut receiving principled approval for crypto services from UAE authorities.

Lisk Chain will cease operations on October 31, and projects can optionally migrate to Celo

Ethereum L2 network Lisk tweeted that it will undergo a strategic shift, focusing on a modern financial operations platform for finance teams. Lisk Chain will officially cease operations on October 31, while maintaining normal operations until then.Lisk has opened an optional path for projects currently deployed on the network to migrate to Celo. Migration is not mandatory, and each project can decide based on its own product, users, and technical circumstances.

MetaMask Leads Hyperliquid Builder Rankings with $1.32M in 30-Day Revenue

Odaily News: In the Hyperliquid Builder 30-day revenue rankings, MetaMask leads with approximately $1.3248 million, Phantom ranks second with approximately $1.2568 million, and Trust Wallet ranks third with approximately $900,200.

The detailed rankings are as follows: MetaMask revenue $1.3248 million, 30-day trading volume $1.43 billion; Phantom revenue $1.2568 million, 30-day trading volume $2.29 billion; Trust Wallet revenue $900,200, 30-day trading volume $1.5 billion; Invo revenue $658,400, 30-day trading volume $1.87 billion; fomo revenue $430,100, 30-day trading volume $971 million; 0xc7...b71a revenue $291,600, 30-day trading volume $294 million; 0x7c...e781 revenue $242,300, 30-day trading volume $636 million; Trasia revenue $229,000, 30-day trading volume $457 million; Rabby revenue $227,700, 30-day trading volume $1.13 billion; Blockchain revenue $181,200, 30-day trading volume $160 million.

The Hyperliquid Builder Code mechanism allows wallets, trading frontends, trading tools, or bots to add source attribution to trading orders via the on-chain Builder field and earn a percentage of fees from the trading flow they route. Data shows that MetaMask and Phantom have each earned over $1.2 million in Builder revenue over the past 30 days.

SemiAnalysis Founder: By 2028, most of the new AI computing power will belong to two companies

In the latest podcast, SemiAnalysis founder Dylan Patel predicts that by 2028, OpenAI and Anthropic may account for 70% to 80% of the world's new AI computing power, with the total computing power scale potentially exceeding 100GW. Patel stated that the two companies currently account for about 30% of the world's annual new computing power, and this proportion is still rising rapidly.Patel pointed out that the business model of leading AI laboratories is changing, with a significant increase in the efficiency of AI computing power output. Currently, Anthropic's revenue per megawatt of computing power has reached about $50 million and may further rise to $100 million. This allows OpenAI and Anthropic to procure or lease computing power at high prices ranging from $25 million to $50 million per megawatt.Patel expects that global AI-related capital expenditures will reach about $11 trillion from 2024 to 2029, with over $5 trillion needing to be financed through debt. Due to the potential return on investment of AI infrastructure being far higher than that of traditional industries, tech giants may accept higher financing costs, thereby pushing up overall credit rates and squeezing the valuations of traditional assets and highly leveraged economies. Additionally, Patel believes that the new computing power may not primarily be used for providing model inference services externally, but may instead flow more towards internal research and development and self-improvement of models within AI laboratories.