Odaily reported that MSCI is considering new rules that could remove companies primarily engaged in asset accumulation rather than operating businesses from its global equity indices, which may put new financing pressure on Strategy. If this methodology were applied using May data, Strategy, Japan's bitcoin reserve company Metaplanet, and uranium investment company Yellow Cake would be removed. Strategy has so far funded the purchase of over $60 billion in bitcoin through securities issuance. A potential index removal could shrink the pool of investors required to hold its stock, weaken demand for the shares, and increase the difficulty of continuing to raise funds to buy bitcoin.

Odaily星球日报讯 芯片制造商英伟达于 8 月 26 日发布面向边缘 AI 的 Jetson Orin Nano 2，计划于明年上半年上市。该产品可提供 78 TOPS 算力，配备 8GB 内存和八核 Arm CPU，面向高能效视频处理场景。

Jetson Orin Nano 2 的推理性能较前代 Jetson Orin Nano Super 提升一倍，采用相同外形尺寸，并升级 Tensor Cores 及内存带宽。其 15 瓦模式下功耗降低 40%。

Cognex、Doosan Bobcat、Matic 和 Wing 可能成为该产品客户，相关公司正将 AI 能力用于智能无人机、家用机器人和视觉 AI 应用。英伟达同时提供载板、硬件系统、参考方案及大语言模型和视觉语言模型软件支持，支持 英伟达 Cosmos、Nemotron、Gemma 4 和 Qwen 3 等开放模型。（TheElec）

Odaily News: MicroBit today launched Hong Kong's first Bitcoin and gold exchange-traded fund on the Hong Kong Stock Exchange.

Odaily News In premarket trading, here are the key market and financial news investors need to watch:

1. The three major U.S. stock index futures are mixed. Dow Jones futures are up 0.11%, S&P 500 futures are down 0.05%, and Nasdaq 100 futures are down 0.28%.

2. International oil prices continue their decline. WTI crude oil futures are down 2.46% to $80.338 per barrel; Brent crude oil futures are down 2.12% to $85.420 per barrel.

3. International spot gold and silver prices are mixed. Spot gold is down 0.72% to $4,625.02 per ounce; spot silver is up 0.09% to $68.70 per ounce.

4. Europe's three major stock indices are edging higher. The UK's FTSE 100 is up 0.03%, France's CAC 40 is up 0.59%, and Germany's DAX 30 is up 0.45%.

5. Nvidia will release its Q2 fiscal 2027 earnings in the early hours of August 27 Beijing time. The market expects the company to report Q2 revenue of $92.2 billion and earnings per share of $2.09, while market expectations for Q3 revenue guidance have already risen to $103.7 billion.

6. Samsung Electronics and SK Hynix plan to increase their supply of 8-layer HBM4 memory to Nvidia in the second half of this year. It is understood that the 8-layer memory is highly likely to become the flagship product for the next-generation HBM4E.

7. SpaceX has announced plans to build a new Starship rocket launch site in southern Louisiana, with a total investment of $100 billion. Construction is set to begin next year, with the first Starship launch mission expected to take place in 2029.

8. Anthropic may disclose to IPO investors that its total addressable market (TAM) exceeds $30 trillion, and is seeking an IPO valuation of approximately $2 trillion, potentially raising up to $100 billion.

9. SoftBank Group is reportedly in discussions with investment banks regarding a potential bond issuance of $10 billion to $20 billion to help refinance its investment in OpenAI.

10. Waymo, Google's autonomous driving company, will launch autonomous driving tests in Munich, Germany, with plans to officially roll out ride-hailing services by the end of next year.

11. Barclays strategists noted that the continued expansion of U.S. AI infrastructure is sparking voter backlash, which could introduce political risks to the market's favored AI trades ahead of the U.S. midterm elections.

Odaily News - Ripple's stablecoin RLUSD has surpassed a $2 billion market cap, becoming one of the fastest-growing projects in the stablecoin market.

Data shows that RLUSD's total issuance currently stands at approximately $2 billion, with about $963 million deployed on the XRP Ledger and approximately $1.1 billion issued on the Ethereum network. Ripple previously stated that RLUSD will integrate with its global payment network to provide enterprises and financial institutions with more efficient on-chain liquidity solutions. (CoinDesk)

Odaily News: The unveiling ceremony of Zhejiang Data Group Co., Ltd. was held in Hangzhou, marking the official launch of the provincial platform for data resource development, utilization, and AI industry growth. According to reports, Zhejiang Data Group is wholly funded by Hanggang Group, with an initial registered capital of 2 billion yuan. The company is responsible for the authorized operation of public data across the province, the construction of provincial-level data hubs, and supporting the province's "unified computing network" initiative to achieve centralized construction, scheduling, and operation of computing resources throughout the province.

Odaily News: BNB Chain has announced its participation in the Mastercard Crypto Partner Program, collaborating with the Mastercard ecosystem to drive the adoption of digital assets in global payments and everyday commerce scenarios.

Odaily News: BitcoinTreasuries.NET posted on X, stating that AllianceBernstein, which manages $800 billion in assets, has lowered its price target for bitcoin treasury company Strategy from $450 to $350, while maintaining an outperform rating. The target price still implies 180% upside.

Odaily News: MiniMax disclosed at its mid-2026 performance briefing that its annual recurring revenue (ARR) for August has exceeded $800 million. (STAR Market Daily)

Odaily News: Digital asset infrastructure service provider Taurus SA announced that its tokenization and custody platform has completed integration with Swift's blockchain-based distributed ledger, the international bank communication network.

Taurus stated that following this integration, clients can connect their existing digital asset infrastructure to Swift's blockchain ledger and conduct payment transactions using bank-issued tokenized deposits. The first batch of client integrations is expected to go live within days, with the first transactions based on this distributed ledger technology (DLT) expected to be completed within weeks.

In July 2026, Swift announced that its blockchain ledger was ready for initial use, with 17 banks from six continents planning to pilot cross-border payments based on tokenized deposits through the system. Subsequently, Standard Chartered and HSBC completed the first real-time cross-border transactions supported by the ledger, establishing connectivity between their respective tokenized deposit systems.

Swift stated that the blockchain ledger will serve as a coordination layer for cross-border payments, supporting round-the-clock transfers of tokenized deposits held on participating banks' balance sheets, while continuing to complete clearing through existing financial infrastructures such as real-time gross settlement (RTGS) systems during the final settlement phase. (Cointelegraph)

Odaily News - IBM announced today that it has completed the acquisition of HRL Laboratories, LLC (HRL), a leading research and development institution specializing in quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science. The acquisition also complements IBM's broader innovation and investment in quantum manufacturing and infrastructure. HRL's expertise in silicon-based quantum technology creates opportunities for future collaboration with IBM's pure-play quantum foundry, Anderon, supporting scalable manufacturing methods and accelerating learning cycles across multiple quantum computing paradigms. Boeing and General Motors (HRL's former owners) will continue to work with IBM and HRL on quantum applications and advanced technology development. Financial terms of the transaction were not disclosed.

Odaily News: Dallas Fed economists Rosie Levy and Srini Ramaswamy estimate that if tokenized deposits increase depositors' sensitivity to interest rates by 10%, U.S. banks' capacity to bear interest rate risk from long-term loans and securities could decline by approximately $700 billion. If tokenized deposits lead to a 10% early outflow of deposits, that capacity could fall by roughly $580 billion. The study is based on the assumption that deposits remain on average for four years. Currently, "other deposits," excluding large certificates of deposit, support $5.8 trillion of the approximately $7 trillion in long-term interest rate exposure held by the U.S. banking sector.

Odaily reported that the Hyperliquid Policy Center, together with tradeXYZ, has submitted a joint comment letter to the U.S. Commodity Futures Trading Commission (CFTC), urging regulators to bring energy-based perpetual contracts into the U.S. regulated derivatives market. The two firms stated that during periods when traditional energy markets are closed due to sudden events such as conflicts in the Middle East, market participants lack real-time tools to manage crude oil risk, while blockchain-based perpetual contract markets can provide round-the-clock price discovery and risk hedging channels.

HPC noted that during previous Middle East conflicts, traditional U.S. energy futures markets were closed, while overseas traders were able to manage risk through crude oil perpetual contracts on Hyperliquid. Data shows that during the first weekend of the conflict, approximately two-thirds of the price movement in global oil prices—from Friday's close to the reopening of traditional markets—had already been completed in advance via on-chain markets.

Odaily News Trader Bonk Guy stated that JUGGERNAUT is currently one of the Meme coins he is closely monitoring within the Robinhood Chain ecosystem, and he believes the token is currently significantly undervalued.

Bonk Guy noted that JUGGERNAUT's narrative stems from the "The Juggernaut" Meme frequently used by Robinhood co-founder Vlad Tenev, which holds strong viral potential. JUGGERNAUT previously surged to around $22 million in market cap following CASHCAT's first breakthrough of the $100 million mark, before retreating and consolidating in the $2 million to $4 million range for about a month. However, community activity and trading volume have remained strong.

Bonk Guy believes this price action aligns with his criteria for identifying assets "before a major repricing," suggesting JUGGERNAUT could see a more substantial upside in the future.

Odaily News: According to market sources, Micron Technology (MU.O) has announced new leadership appointments to accelerate innovation and growth, naming Manish Bhatia as President and Chief Operating Officer, and Scott DeBoer as President and Chief Technology and Product Officer. (Jin Shi)

According to Odaily, as per GMGN market data, the Robinhood ecosystem Meme coin JUGGERNAUT's market cap briefly surpassed $10 million, and is now reported at approximately $9.5 million, with an intraday increase of over 88%.

Odaily reminds that Meme coin prices are highly volatile and susceptible to market sentiment and hot topics. Please be aware of trading risks.