JamesL0111

The U.S. Treasury’s announcement of increased buybacks of long-term government bonds gave yields only one day of relief; on Thursday, the 30-year Treasury yield rebounded to 5.25%, the 10-year yield rose to 4.704%, oil prices climbed in tandem, and the Dow plunged more than 700 points at the close.

Elon Musk’s space exploration technology company SpaceX is about to face another wave of insider share-sale lockup expirations, but its share price is not under pressure; instead, it has strengthened as the market grows optimistic about future Token demand.
According to reports from Barron’s and MarketWatch, a team led by UBS analyst John Hodulik said that SpaceX’s future share-price performance may “continue to depend on Token demand.” Token is the basic unit used in AI data processing. The team is bullish on the “advantages” brought by SpaceX’s latest cutting-edge AI models, as well as the c

The U.S. Treasury announced that it would double the size of its long-term Treasury buybacks and raise the per-operation cap to at least $4 billion, prompting yields to retreat; but a breakdown of the fund flows shows that this is actually a debt swap exchanging short-term debt for long-term debt. The Federal Reserve’s balance sheet has not expanded, so this is not genuine quantitative easing (QE).
The U.S. Treasury took action last night (19th), announcing that it would directly double the size of its long-term Treasury buyback operations. Following the announcement, the 30-year Treasury yiel

Data shows that Machi Big Brother opened another long position of approximately 1,790 ETH at an average price of $1,889.9 on August 17, with a single-position notional value of $3.39 million. Compared with the position of just 2,500 ETH held on August 14, the long position surged by approximately 71.6% within three days, bringing the overall average entry cost to $1,894.8.
Although, as of the latest snapshot, Ethereum’s mark price was approximately $1,905.2, resulting in an unrealized profit of about $44.7k (a return of approximately 13.72%), the account has extremely low risk tolerance due to

“Machibro” Jeffrey Huang has always taken bold positions in the cryptocurrency market, and his recent highly leveraged Ethereum (ETH) trading has once again drawn significant market attention. According to the latest account data from decentralized derivatives exchange Hyperliquid, Huang increased his position again on the evening of August 17, expanding his Ethereum long position to 4,290 ETH while maintaining 25x leverage. The position’s notional value has now surpassed $8.18M (approximately NT$260 million), but as his holdings increased, its liquidation price also rose to $1,865.5, leaving

The U.S. stablecoin regulatory framework has taken a crucial step forward! According to an official press release issued by the U.S. Treasury Department on the 17th, the department has published a Notice of Proposed Rulemaking (NPRM) for the GENIUS Act, seeking public comments on regulations governing the issuance, provision, and sale of payment stablecoins in the United States. The Treasury Secretary said the move aims to provide regulatory certainty for businesses while consolidating the dollar’s dominant position as the global reserve currency.

This project is now called watermarks-remover, is licensed under MIT, and is written in Python, but opening its documentation reveals a migration note: its original name was remove-claude-marks, and the old invocation command /remove-claude-marks is still retained.

Anthropic announced on August 11 that text generated by the latest Claude models would be embedded with invisible watermarks, while images would include C2PA digital signatures. This is to comply with the transparency code of conduct under the EU AI Act, first applying to models launched in the EU from August 2, before expanding globally. BlockTempo reported on this matter at the time, and the online response was not positive, with community reactions being particularly direct: some people were angry that the watermarks would catch them secretly using AI for work and school assignments.

Over the past week, the number of new BTC wallets on the network reached 2.27 million, the highest level in nearly a year; the number of active wallets reached 751k, setting a new record in 10 months. However, a key catalyst behind the growth in on-chain activity was security concerns triggered by the Coldcard wallet incident. The incident prompted some users to transfer funds, create new wallets, adjust custody arrangements, and reassess asset security risks, thereby driving a significant increase in wallet creation and on-chain interactions.

After the sharp volatility and rapid pullback in the U.S. stock market at the end of July, funds flowed back into risk assets, and U.S. stocks quickly began to rebound. The S&P 500 and Dow Jones indexes both recovered most of their previous losses and hit record highs this week. Technology stocks became the core driver of this rebound, with semiconductor and AI-related sectors surging across the board and significantly boosting market sentiment.
At the same time, the precious metals sector once again attracted investor interest. Spot gold has risen for several consecutive days, at one point br

From Q4 2025 to Q2 2026, the actual hashrate of publicly listed Bitcoin mining companies fell 13.4%, a larger decline than that of the entire network. In Q2, Core Scientific and TeraWulf’s non-mining revenue surpassed their mining revenue, while AI data centers and HPC high-performance computing are reshaping Bitcoin mining’s economic model.

Although Metaplanet denied selling this time, the large-scale on-chain transfer still signals that institutional custody operations are becoming more active in the crypto market. As more listed companies adopt Bitcoin as part of their asset allocation, fund flows from custody addresses will become a new market indicator to watch.
Going forward, keep an eye on:
Whether Metaplanet plans to further increase its holdings to reach a target of 50k BTC or more
Whether MicroStrategy’s selling pace accelerates, affecting the overall Bitcoin supply
Whether other corporate treasury companies (such as Kee

The “Selling Season” for Corporate Reserves? MicroStrategy Strikes First
Unlike Metaplanet, industry leader Strategy (formerly MicroStrategy) has indeed been selling BTC recently. To pay preferred stock dividends, repurchase STRC preferred stock, and replenish its U.S. dollar reserves, Strategy has sold thousands of bitcoins.
This has prompted the market to ask: Are corporate Bitcoin reserves entering a new phase of “accumulating while selling”?

Such large-scale transfers are common on-chain, as custodians typically adjust fund distributions regularly, change cold wallet addresses, or prepare for upcoming asset allocation operations. Metaplanet also moved 3,881 BTC to a cold wallet in early August, and likewise did not reduce its holdings at the time.

Key figures of this transfer:
Transfer amount: 5,014 BTC (approximately $320 million)
Source: Metaplanet custody wallet
Destination: Another Metaplanet custody address
Transfer time: August 13 (Wednesday), within 24 hours
Remaining holdings: Approximately 37,986 BTC (excluding the transferred amount; total holdings remain unchanged at 43k BTC)

Japan-based Bitcoin reserve company Metaplanet saw a large-scale on-chain transfer on August 13, with 5,014 BTC moved out of custody addresses, sparking speculation of a sale. CEO Simon Gerovich clarified in a post on X that this was a routine scheduled operation between custody addresses, and the company’s total holdings remain 43k BTC.
Gerovich stated:
“Over the past 24 hours, we transferred 5,014 BTC between Metaplanet’s custody addresses as part of routine custody operations. No Bitcoin was sold, and our holdings remain at 43k BTC.”

As demand for generative AI explodes, computing costs have become the heaviest burden for cloud service providers (CSPs). To ease the financial pressure brought by hardware investment and power consumption, major players such as Microsoft, Google, and AWS are accelerating adjustments to their pricing models, shifting from the single subscription model of the past toward more refined “pay-as-you-go” and “tiered pricing.” The recent emergence of multiple low-cost, lightweight models is a concrete effort by providers to optimize gross margins by reducing inference costs while maintaining high-per

As demand for generative AI explodes, computing power is transforming from a simple cloud resource into a “digital commodity” with financial attributes, completely reshaping the financial boundaries of the technology industry. Cloud giants such as Microsoft, Google, and AWS are currently accelerating the shift in their pricing models from traditional fixed subscriptions to more flexible “pay-as-you-go” and “computing power futures” mechanisms, allowing enterprises to lock in future capacity in advance to hedge against hardware depreciation risks. This shift toward “computing power as revenue”

Goldman Sachs CEO David Solomon said the world is at a critical juncture in a historic AI investment cycle, and Goldman Sachs is very eager to create a credit market backed by NVIDIA computing power. Blackstone President Jon Gray also noted that AI computing power will eventually be viewed as a financeable asset class, much like residential mortgages.

NVIDIA founder and CEO Jensen Huang said in an interview with CNBC that this is the first time technology chips have become an “investable asset class.” Huang emphasized that NVIDIA’s hardware is now a productive, durable, fungible, and flexible revenue-generating asset. Because NVIDIA hardware has been widely adopted and can be flexibly transferred among different customers, lenders can reliably underwrite computing power as an asset with long-term value.
Huang also stressed that we must now view computers (computing power) as part of the infrastructure, just as we view electricity or the int