Odaily星球日报讯 花旗策略师表示，美国财政部扩大长期美债回购规模后，长期美债收益率上行压力有所缓解，但其短期代价可能是美元走弱。花旗认为，通过压低长期借贷成本来稳定债市，可能进一步对美元构成压力，因此建议投资者结束美元多头交易，并利用美元作为融资货币，买入收益率更高的新兴市场货币。

同时，花旗上调对黄金和久期资产的看法，认为随着收益率曲线长端压力受到控制，黄金仍有上涨空间，并取消此前对久期资产的低配观点。花旗还预计，美联储未来两次会议均不会加息。

Odaily News: BitGo announced that its Korean entity has obtained Virtual Asset Service Provider (VASP) registration from the Korea Financial Intelligence Unit (KoFIU), becoming the first foreign-invested holding company to secure this registration.

Odaily News, AIxCrypto Holdings plans to orderly exit its crypto asset holdings and pivot to a robot leasing business. As of June 30, the company held 46 Bitcoin, 616 Ethereum, 6,659 Solana, 1,308 BNB, and small amounts of ADA, LINK, TRX, USDT, and XRP, with a total cost basis of $10.43 million and a fair value of $5.21 million. The company's operating cash burn in the first half of the year was $7.94 million, with cumulative losses of $150 million and quarter-end cash of $577,000. The company did not conduct any crypto asset purchases or sales in the second quarter and stated that volatility, market depth, and custody restrictions could cause actual realized value to be significantly lower than book value.

Odaily News: Following SK Hynix's U.S. listing and a sharp decline in AI-related stocks, the financing costs for global investors leveraging SK Hynix's Korean shares have halved in recent weeks. According to insiders, several banks, including Bank of America, Citigroup, Goldman Sachs, and JPMorgan, are quoting clients a premium of approximately 150 to 300 basis points over the Secured Overnight Financing Rate (SOFR) for exposure to SK Hynix's Korean shares through swap transactions. In mid-June this year, some banks quoted premiums exceeding 1,000 basis points over SOFR for clients looking to establish new SK Hynix swap contracts or renew existing ones. Since May 1, SOFR has fluctuated between 3.50% and 3.69%.

Previously, banks quoted extremely high financing rates to allocate limited quotas among clients to meet demand for new SK Hynix swap transactions, and in some cases, even directly rejected client requests. At that time, the AI boom drove SK Hynix's Korean shares to rise 11-fold in the 12 months through June 22. As market sentiment turned extremely bullish, banks worried about overconcentration of their portfolios in such stocks, which pushed up their financing costs in the repo market. Insiders noted that some banks that had previously declined client requests are now proactively seeking new business. (Jin Shi)

Odaily News, Greeks.live Research Institute's Adam posted on the X platform stating that after Bitcoin broke through $70,000, implied volatility remains at 32%. He noted that, as previously mentioned, sellers have ample capital, and buyers still have many trading opportunities.

Odaily Planet Daily News: 10x Research's latest report indicates that after months of narrow-range consolidation, Bitcoin has finally seen a breakout. It stated that its most preferred strategy this month is buying call options with a strike price of $70,000. The option was priced as low as around $300 on August 5th, dipped to $30 three days ago, then soared to a high of $1600, and is currently trading at approximately $1300.

10x Research also stated that a better trading strategy is the $70,000/$80,000 strike price call spread expiring in September. This structure is more bullish while still retaining some flexibility.

In addition, Circle is also one of 10x Research's most favored trades this month. Earlier, it suggested buying on dips when Circle fell to around $60-$61, and its stock price has now risen to $80, an increase of over 31%. In terms of gold, the previously predicted breakout has also materialized, with prices rising from $4100 to $4571, an increase of about 11%. It believes that the US debt level is about to break through the $40 trillion mark, which is one of the core drivers of the current macro outlook. Related market attention may continue to drive gold prices and could further support Bitcoin's rise.

Odaily News: Two addresses have been building positions by chasing gains during the ETH rebound. Address 0x226…6f0C4 withdrew 6,704 ETH from Binance 7 hours ago, valued at $14 million, with an average price of $2,087.2. Address 0x2f1…840c3 purchased 1,910.05 ETH on-chain over the past 2 hours, valued at $4.314 million, with an average price of $2,259.08. The combined position building amount of the two addresses exceeds $18.31 million.

Odaily News, market data shows that Samsung Electronics' stock price on the Korean exchange has expanded its gains to nearly 9%.

On the news front, market reports indicate that Samsung Electronics will announce a 100 trillion KRW shareholder return plan.

Odaily Planet Daily News: CFTC Chairman Michael Selig said at this morning's White House cryptocurrency meeting, regarding the inaugural meeting of the CFTC's Innovation Advisory Committee to be held tomorrow, that more details on the future regulatory path will be shared tomorrow — a path that will provide greater certainty for innovators while boosting market confidence in the coming decades.

Selig added: "Innovation depends on regulatory clarity. Clear rules bring confidence, confidence attracts investment, investment creates jobs, strengthens our markets, and attracts the world's top talent to build in the United States."

Odaily News: Robinhood Chain ecosystem Meme coin CASHCAT briefly surged past $0.125, now reported at $0.1232, with a 24-hour increase of 36.06%.

Odaily News, August 20: According to SoSoValue data, the cryptocurrency market has surged across the board, with 24-hour gains generally ranging from 2% to 12%. On the news front, Trump urged Congress to advance the CLARITY Act at a White House crypto event. The DeFi sector stood out, rising 12.68%, with Meteora (MET) climbing 23.64%. Additionally, following Trump's statement that he is working to bring Hyperliquid into the U.S. market in a "fully compliant and legal" manner, HYPE surged 18.45%.

Meanwhile, Bitcoin (BTC) rose 8.21%, breaking through $69,000; Ethereum (ETH) gained 18.38%, surpassing $2,200.

Notably, MAG7.ssi rose 9.12%, DEFI.ssi gained 13.51%, and MEME.ssi rose 8.11%.

In other sectors, the PayFi sector rose 10.45% in 24 hours, with XRP up 11.50%; the Layer 2 sector gained 7.65%, with Arbitrum (ARB) rising 16.12%; the Meme sector rose 7.42%, with OFFICIAL TRUMP (TRUMP) up 27.42%; the Layer 1 sector gained 6.66%, with Solana (SOL) rising 11.32%; and the CeFi sector rose 3.97%, with Cronos (CRO) gaining 8.42%.

The crypto sector indices tracking historical sector performance show that the ssiDeFi, ssiLayer1, and ssiPayFi indices rose 13.84%, 13.09%, and 10.82%, respectively.

Odaily News: Market sources indicate that Samsung will unveil a shareholder return program worth 100 trillion Korean won.

Odaily Planet Daily News According to on-chain analyst Ai Yi's monitoring, three addresses belonging to the same whale entity have purchased 13,300 ETH on-chain over the past 7 hours at an average price of $2,098.43, with a total value of $27.93 million. The entity currently holds a cumulative total of 15,718 ETH, worth $35.65 million. The entity's funds originated from Tornado, where ETH was received from the mixer in batches 11 months ago, then sold and converted into stablecoins.

Odaily News The Kobeissi Letter posted on X platform, stating that the U.S. stock market is experiencing one of the best decades in history. The S&P 500 index has risen 141% since the end of 2019. If this pace continues, the index will end the decade with a cumulative gain of approximately 277%, making it the second-best decade on record, trailing only the 316% gain during the internet bubble from 1989 to 1999, while surpassing the 257% gain during the post-war boom from 1949 to 1959.

By comparison, between 2010 and 2020, the S&P 500 index delivered a return of 190% following the 2008 financial crisis. The 2020s are becoming one of the greatest decades in the history of the U.S. stock market.

Odaily News: Robinhood CEO Vlad Tenev called on Trump this morning at a White House cryptocurrency meeting to relax U.S. "tokenization" regulation.

Vlad stated: "Through tokenization technology, Robinhood is extending ownership of U.S. assets to users in more than 120 countries worldwide. Yet this innovation is reaching overseas investors before benefiting investors here at home—and this opportunity extends far beyond public markets. Tokenization will open up markets that have long been out of reach, including private enterprises (unlisted companies). In today's market, too much economic value is being created before ordinary investors ever get a chance to participate."

Vlad urged: "Innovation and investor protection are not opposing goals. America became the global capital markets leader precisely by balancing both. The SEC and CFTC chairs in this room know full well that it is American companies building this technology, American markets powering it, and American assets at its core. U.S. investors should not be the last to benefit. We look forward to continuing to work together to expand ownership, build the next generation of capital markets, and ensure America stays ahead on this path."

Odaily News, according to OKX market data, TRUMP has surged over 26% intraday, reaching a high of $1.865, and is currently trading at $1.779.