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Wednesday, 08/26/2026

Anthropic and Nscale reach a $45 billion AI computing power agreement

Anthropic has agreed to pay Nscale $45 billion over the next 6 years to rent approximately 460 megawatts of AI computing power at its Monarch data center in West Virginia. Nscale will use NVIDIA's Vera Rubin chips, which are expected to be operational by the end of next year. The project was originally planned to be rented by Microsoft, but after Microsoft withdrew, Anthropic became the tenant.

Anthropic to Lease Nscale Data Centers in $45 Billion AI Infrastructure Deal

Odaily News: Anthropic will lease data centers from AI infrastructure company Nscale for $45 billion. Nscale will provide computing power from its data center in West Virginia and plans to invest $71 billion in developing the project. Anthropic will obtain 460 megawatts of computing capacity from Nscale's data center. (Jin Shi)

Meme Flash: NPCCAT Sparks Community Buzz on Robinhood, Market Cap at $1.56M

According to Odaily News: Meme Flash monitoring, the Robinhood ecosystem Meme project NPCCAT has recently attracted attention in the community. On-chain data platform GMGN shows that the token's current market cap is approximately $1.56 million.

Community discussions focus on its association with the early NPC ecosystem. User @zeroedthegame posted on Aug. 26, stating that NPCCAT was launched by the "original NPC developer," and that this developer holds a large number of tokens and has not yet sold the related supply. Some community members believe that the project may be connected to the original NPC culture and developer ecosystem.

According to community information, NPCCAT is described as a combination of "NPC meme culture" and "cat-themed internet culture," and is associated with the Non-Playable Coin (NPC) ecosystem. Currently, NPCCAT's market attention mainly stems from community narratives, developer background, and interest in the Robinhood-related Meme ecosystem. However, Meme token prices are highly volatile, and community-related information still requires further on-chain verification.

"Meme Flash" is curated by Odaily's exclusive AI model to select potential community-hyped targets. The content is compiled based on public information and does not constitute investment advice. Please exercise your own judgment and be aware of the high volatility risk of Meme coins.

Dallas Fed Warns Tokenized Deposits Could Reduce Bank Lending Capacity

Odaily News: The Federal Reserve Bank of Dallas (Dallas Fed) reported that tokenized deposits could allow customers to move funds more quickly in search of higher yields, weakening bank funding stability. The bank estimates that a 10% increase in deposit rate sensitivity could reduce banks' capacity to bear interest rate risk by approximately $700 billion.

The report notes that tokenized deposits differ from stablecoins such as USDT and USDC, as they are regulated deposits that can earn interest, but instant settlement, smart contracts, and AI could reduce deposit stickiness. If demand deposits can be transferred more easily between institutions, banks' willingness to hold long-term fixed-rate assets may decline.

The bank also stated that if the weighted average maturity of deposits shortens by 10%, the banking system's maturity transformation capacity could decrease by $580 billion. Institutions such as Custodia, Vantage, Barclays, BMO, and Swift have already tested or advanced projects related to tokenized deposits and 24/7 settlement. (Decrypt)

Survey: 77% of Americans View Crypto in Retirement Plans as Risky

Odaily News: A survey by the National Institute on Retirement Security (NIRS) shows that 77% of Americans consider cryptocurrencies in workplace retirement plans to be risky, with 46% viewing them as highly risky; 53% oppose employers offering crypto investment options.

The survey found that 80% of respondents believe the U.S. is facing a retirement crisis, up from 67% in 2020; 61% worry about achieving financial security after retirement. Additionally, 68% say preparing for retirement is increasingly difficult, and 77% say debt hinders their ability to save adequately.

The survey, conducted by Greenwald Research from Oct. 24 to Nov. 14, 2025, covered 1,203 Americans aged 25 and older, with results weighted by age, gender, and income.

U.S. policymakers are pushing to include alternative assets in retirement plans such as 401(k)s. The U.S. Department of Labor withdrew related prudent guidance in May 2025; on Aug. 7, Donald Trump signed an executive order requiring expanded access to alternative assets in defined contribution retirement plans and directing the Department of Labor and the U.S. Securities and Exchange Commission (SEC) to study related regulatory adjustments. In March 2026, the Department of Labor proposed a rule to include alternative assets, and Bernie Sanders, Elizabeth Warren, and Bobby Scott called for the proposal's withdrawal in June. (Cointelegraph)

CryptoQuant: Bitcoin has entered the early stage of a new bull market and needs to rise above the $83,000 moving average for confirmation

According to The Block, on-chain analytics firm CryptoQuant stated that Bitcoin has entered the early stages of a new bull market, but it still needs to close above the 365-day moving average of nearly $83,000 to gain "official" confirmation.The company also pointed out that the short-term market appears "overheated," with traders and whales taking profits, and the exchange inflow of Bitcoin, Ethereum, and Ripple has increased.

US July PCE Rises 3.7% YoY, Devere Group CEO Warns of Stagflation Risk

Odaily News: Data released by the Bureau of Economic Analysis (BEA) of the U.S. Department of Commerce showed that the Personal Consumption Expenditures (PCE) price index rose 0.2% month-over-month and 3.7% year-over-year in July; core PCE, excluding food and energy, rose 0.2% month-over-month, with inflation still above the Federal Reserve's 2% target.

Nigel Green, CEO of global financial advisory firm Devere Group, stated that the U.S. economy is sending stagflation warnings, with economic growth stalling and inflation refusing to decline. He pointed out that the Federal Reserve finds it difficult to simultaneously curb inflation through rate hikes and support growth through rate cuts, and expects the federal funds rate to remain unchanged.

Following the release of the PCE data, major U.S. stock indices opened higher, gold prices fell to $4,626 per ounce, and silver fell to $68.31. Bitcoin traded within a range of $77,250 to $79,539 over 24 hours, and was trading at $77,600 at 11:00 a.m. Eastern Time on Wednesday. (Bitcoin.com News)

Nvidia Q2 Earnings Preview: Revenue Expected to Nearly Double to $92.17B, Market Eyes AI Chip Demand and Supply Chain Pressures

Odaily News: Nvidia will report its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst expectations compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected at $92.17 billion.

The market expects Nvidia's revenue to grow nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of AI infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also participating in the construction of new AI data centers through financing support and other means.

However, after nearly three years of significant gains, investors have become more cautious in their expectations for Nvidia. As of Tuesday's close, Nvidia has risen about 14% this year, slightly outperforming the Nasdaq index. Market focus includes pressure from competitors such as AMD and Google, as well as rising costs due to a global shortage of memory chips.

Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers such as Microsoft and OpenAI. Investors will focus on the sales progress and supply situation of the Rubin and Blackwell series chips, as well as the company's future outlook for AI computing demand.

Nvidia CEO Jensen Huang previously stated that he expects the current product cycle based on Blackwell and Vera Rubin architectures to bring cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5 p.m. Eastern Time. (CNBC)

Morgan Stanley Raises Long-Term Value Assessment for SpaceX, Spaceport Plan Enhances Long-Term Value

Odaily News: Morgan Stanley stated that as SpaceX advances its $100 billion spaceport project in Louisiana, the company's current valuation remains attractive and its long-term growth potential is strengthening. Analysts believe that SpaceX's continued expansion of its global space infrastructure footprint, including launch capabilities, satellite internet business, and commercial space services, is expected to further enhance the company's strategic value.

Previously, SpaceX disclosed plans to build a large-scale space infrastructure project in Louisiana, with an estimated investment of $100 billion. The project is seen as an important move for the company to expand its capabilities in rocket launches, satellite deployment, and related commercial services. Morgan Stanley noted that although SpaceX is not yet publicly listed, the company's asset value may be further unlocked as demand for the space economy, satellite communications, and AI infrastructure grows. Investors continue to monitor its future financing, listing plans, and business expansion progress. (CNBC)

XRP leads the decline in the cryptocurrency market, with leveraged liquidations testing the upward trend

XRP has dropped 6.23% in the past 24 hours to around $1.38, making it the token with the largest decline among the top ten cryptocurrencies by market capitalization. Previously, XRP surged from around $1 on August 18 to $1.69, an astonishing increase within four days, briefly touching the psychological level of $1.7.The pullback is mainly due to leveraged liquidations. XRP has still risen 35.55% over the past week, second only to Hyperliquid's 38.65% weekly increase. Notably, XRP-related ETFs have recorded net inflows for nine consecutive days, indicating that institutions have not withdrawn, and the issue mainly lies in the leverage aspect rather than capital outflows.After breaking through $80,000 on Tuesday, Bitcoin has retreated to around $78,000, dragging down the overall altcoin market. The market is awaiting tonight's core PCE inflation data and Nvidia's earnings report; whether XRP can hold the $1.4 support level will determine if this rally is a healthy correction or a further decline.

BSC Meme Coin Niulai Surges Past $50M Market Cap, Up 34.76% in 24H

Odaily News: According to GMGN data, the BSC Meme coin Niulai has surged in the short term, with its market cap breaking through $50 million and currently reported at approximately $48.13 million, up 34.76% in 24 hours.

Odaily reminds users that Meme coin prices are highly volatile, and investors should be aware of the risks.

Previously reported, Zhipu launched and open-sourced the "Niulai" model GLM-5.3-Flash. Zhipu stated that to collect extensive and professional feedback from users, it conducted large-scale testing on OpenCode and OpenRouter under the anonymous model Ox-Alpha (known as Niulai in the Chinese community) before the official release. Ox-Alpha quickly became the most popular model of the week, setting new records for call volumes on both platforms, with all request traffic powered by domestic chips.

Bitkub co-founder suspected of transferring $26 million in ZEC to a related wallet, selling it, and then buying 238 BTC

According to Lookonchain monitoring, a wallet cluster suspected to be associated with Bitkub co-founder and former chairman Sakolkorn Sakavee has removed privacy protection and transferred a total of 34,100 ZEC to Hyperliquid in the past 24 hours, worth approximately $26.1 million.Subsequently, the address has sold 24,100 ZEC, worth about $18.5 million, and purchased 238 BTC. Currently, there are still about 10,000 ZEC on Hyperliquid, valued at approximately $7.6 million, with related sell orders priced around $780. Note: This is currently only a speculation about wallet associations by the on-chain data analysis platform, and there is no official information confirming that these addresses belong to Sakolkorn Sakavee.

The U.S. SEC submitted a proposal to the White House for the modernization of cryptocurrency asset custody rules

The U.S. Securities and Exchange Commission (SEC) has submitted a proposal to the White House aimed at providing a "clarifying framework" for the custody of crypto assets held by investment advisors and companies. The rule change was submitted on Tuesday, with the SEC stating its desire to "improve and modernize" the regulatory framework surrounding crypto asset custody.The proposal was made after the vote on the Clarity Act was postponed. Previously, pro-crypto lawmakers hoped to pass the bill before Congress's August recess, but the vote was delayed until September. SEC Chairman Paul Atkins stated that he is "committed to supporting Congress in advancing" the bill.Additionally, earlier this month, the SEC also proposed its own framework allowing token issuers to raise funds in the U.S. without violating securities laws. Since President Trump took office, regulators have taken a markedly different approach to the digital asset space.

Tokenized Stock Perpetual Trading Volume Surpasses $590B in 2026, Underlying Structure Determines Investor Rights

Odaily News: Research shows that the tokenized stock market has continued to grow recently. As of 2026, the trading volume of tokenized stock perpetual contracts has increased from approximately $16 billion in 2025 to over $590 billion, with spot trading volume also exceeding $88 billion. Currently, the market mainly features three models: issuer-supported, custodial, and synthetic.

Issuer-supported tokens directly represent stock ownership and correspond to rights such as voting, dividends, and corporate actions; custodial tokens provide corresponding economic rights through securities intermediaries; synthetic tokens are essentially contractual claims against third parties, do not represent direct ownership of the underlying stock, and may face risks such as counterparty, tracking, and corporate action transmission. As the regulatory framework gradually clarifies and blockchain settlement infrastructure matures, demand for tokenized stocks will continue to grow. Investors need to discern whether their holdings represent real equity or synthetic exposure built on top of it, as this will directly determine the rights they enjoy, the risks they bear, and the legal protections they receive. (CoinDesk)

Catcher Predict: "Augsburg: Facundo Mena vs. Kai Wernert" A single large whale purchase of $62,389.51 for "Augsburg: Facundo Mena vs. Kai Wernert"

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $62,389.51 in the event "Augsburg: Facundo Mena vs. Kai Wernert" for the bet "Augsburg: Facundo Mena vs. Kai Wernert." Based on the current transaction price, the latest corresponding winning probability for this bet is 83%.