1783CLUB

Wintermute knows what it's doing.
The large short positions it previously established on Hyperliquid have returned to profitability as the market pulled back.
It currently holds approximately $149 million in short positions and only about $5.01 million in long positions, with overall unrealized gains of approximately $1.73 million.
Short breakdown: approximately $58.36 million in ETH, $26.11 million in SOL, and $19.16 million in BTC.
$ETH $SOL bitcoin:native #Wintermute #Hyperliquid

The platform token PONS of Pons, the native token issuance platform on Robinhood Chain, briefly surpassed a market cap of $360 million, reaching a new all-time high, with a 24-hour gain of over 100%.
Pons supports the creation and issuance of fixed-supply tokens, using the collected WETH fees to buy back PONS, while the collected PONS fees are directly burned—a dual deflationary and buyback mechanism. It is seen as the Pump fun on Robinhood Chain.
The Robinhood Chain ecosystem is expanding rapidly, and PONS is one of the most direct beneficiaries of this round.
#Robinhood $hood $Pump $PONS

The total value of Robinhood’s on-chain stock tokens has reached $50 million, while the number of holders with positions worth more than $1 has doubled since early August.
The integration of on-chain stock tokens with DeFi is also expanding, with access to DEXs such as Uniswap, Lighter perpetual contracts, and the Morpho lending protocol.
The flourishing Robinhood Chain ecosystem directly benefits UNI, LIT, and MORPHO.
UNI and LIT were first mentioned as early as the beginning of July, when the Robinhood Chain ecosystem was just getting started, and both have posted solid gains. LIT has contin

On August 28, Ethereum spot ETFs recorded $102 million in net inflows, marking the 10th consecutive day of net inflows.
Bitcoin spot ETFs saw $202 million in net outflows, ending the previous streak of nine consecutive days of net inflows.
ETH strongly attracted funds, while BTC faced short-term pressure, with capital rotating between the two major assets.

It has fallen quite a bit, so we need to watch it a little longer in the short term.
Gold has also fallen.
This rally was mainly driven by Crypto and gold, and both are now pulling back, indicating that the factors behind the rally are starting to lose their effect.
For now, observe in the short term and don't rush to act. Reassess the direction once a new catalyst emerges.

UNI’s 30-day rolling annualized burn amount surpassed $100 million for the first time, while the 7-day rolling annualized burn amount reached $150 million, both setting new all-time highs.
Uniswap’s protocol fee burn mechanism is accelerating.
As new use cases such as Robinhood Chain and Launches continue to drive trading volume, UNI’s deflation rate is visibly accelerating.
An annualized burn of $150 million corresponds to a deflation rate of 6%+, and with UNI fully circulating, its narrative is shifting from a “governance token” to a “deflationary asset.”
$UNI

August 26, CAI Wensheng shared in Hong Kong: Don’t wait for VCs to start a business—act when you identify a pain point
CAI Building owner and Longling Capital founder CAI Wensheng discussed several views at the event:
1. For innovative entrepreneurship, you must come to Hong Kong. In terms of policy, capital, and talent, Hong Kong is a bridgehead connecting East and West.
2. If you identify a pain point, act on it immediately. Don’t wait for VCs, and don’t start by thinking about obtaining a license. First validate the model, then raise funds when expanding.
3. Web3 requires patience. While ot

They actually said “there will always be a storage shortage” to make me miss the Crypto bull market.
Fortunately, at the end of June, I was the only one across the entire internet to say: storage has peaked—short it quickly.

BitMine increased its holdings by 32.45k ETH last week. As of August 23, its total holdings reached 5.85M ETH, approximately 4.8% of Ethereum’s total supply.
Among them, BitMine has staked 5.07M ETH, accounting for 87% of its total holdings and worth approximately $12.4 billion, with annualized staking rewards of approximately $330 million.

Are you scared yet? The big move is coming.
ETH rose 30% over the past week. This was its largest weekly gain since May 2025; before that, it was July 2021.
Interestingly, after the previous two instances of a weekly gain of this magnitude, ETH went on to stage an even bigger rally.
July 2021: subsequently rose 167%
May 2025: subsequently rose 170%
History does not necessarily repeat itself, but at the very least, it shows that weekly moves of this magnitude are never just a simple rebound.

Crypto mining veteran and BTC.TOP mining pool founder Jiang Zhuoer recently shorted ETH, holding the position from $1,834 all the way to a stop-loss at $2,100, losing several million dollars.
This was his largest single loss since he began swing trading. He also acknowledged that he made multiple mistakes in the process.
Without the stop-loss, he could have lost several million more, or even tens of millions of dollars.

Alibaba will issue 710 million new shares through a targeted offering at HK$112.70 per share, representing approximately 3.6% of its existing share capital.
Based on the closing price of HK$123 on August 21 (Friday), this represents an 8.37% discount.
The offering will raise approximately HK$80 billion, with net proceeds of approximately HK$79.7 billion after expenses.

To avoid repeating dYdX’s mistakes, Ondo is abandoning plans for a public chain and switching to an execution-layer approach, with public chains such as Ethereum handling final asset settlement.
Ondo Finance announced that it is shifting from its self-built Layer1 “Ondo Chain” to “Ondo Network”.
Core change: separating transaction execution from final settlement.
Ondo Network is responsible for: executing transactions at high speed and with privacy
Public chains such as Ethereum are responsible for: final asset settlement
Timeline:
February 2025: Ondo Chain announced as an institutional-grade

USDC issuance continues to grow, and demand for stablecoins remains strong.
In the 7 days through August 20, Circle issued approximately 7.5 billion USDC and redeemed approximately 6.7 billion, for a net increase of approximately 800 million. Total USDC in circulation reached 72.7 billion, with reserves of approximately $72.9 billion.
Reserve composition: approximately $48.1 billion in overnight reverse repos, $12.7 billion in short-term Treasury bills, $11.4 billion in institutional deposits, and $700 million in bank deposits.
$crcl $USDC #Circle

Trump conducted more than 21,000 securities trades throughout 2025, with a total value ranging from $600 million to $1.86 billion.
More than 80 trades per day on average. At this frequency, he is definitely a “high-frequency trading” type of player.

Institutional capital is accelerating its entry.
U.S. spot Bitcoin and Ethereum ETFs recorded combined net inflows of $2.6 billion this week, the highest since October 2025.
Spot Bitcoin ETFs recorded net inflows of $1.9 billion, while spot Ethereum ETFs recorded net inflows of $697 million; both products posted their largest single-week net inflows since 2026 began.

The U.S. Office of Government Ethics disclosed that Trump conducted more than 1,000 securities transactions in June, with a total value ranging from $78.1 million to $263.1 million.
Crypto-related transactions involved Coinbase, Strategy, and Robinhood, but accounted for a very small share of the total.
Specific transaction records:
Coinbase: Sold on June 12, 18, and 23, respectively (amounts ranging from $1,001 to $250k); bought $50k to $100k on June 24
Strategy: Sold on June 23 and 24, respectively (amounts ranging from $1,001 to $50,000)
Robinhood: Bought $1,001 to $15k on June 3.
#Coinbase