
Safety
stable currency
invest
policy
AI
Weekly Editor's Picks (1017-1023)
High-quality in-depth analysis articles and a weekly roundup of top hot topics.
24H Hot Coins & Headlines | Anthropic's IPO Expected to Match or Surpass SpaceX; HYPE Briefly Breaks Above $73.4 (August 21)
NYSE parent company ICE is considering further increasing its investment in Polymarket.
2026-08-21
invest
CZ
AI
Prediction Market
Trump

Dialogue with Crypto OG: BTC's 10% surge was unexpected, but averaging in near the 200-day moving average while DCA-ing is never wrong
"I hope it hasn't bottomed out yet, so I can buy more at a cheaper price."
2026-08-20
BTC
invest
AI

Why Are Long-Term U.S. Treasuries Increasingly Difficult to Sell? The Real Problem May Not Be Inflation
Widening fiscal deficits, shifting Japanese demand, and AI-driven debt issuance are collectively intensifying supply-demand pressures on long-dated bonds.
2026-08-20
finance
policy
currency

Institutions Have Already Positioned Early—Is Bitcoin’s $70,000 the Starting Point of a Bull Revival or a Local Peak?
In Q2 2026, institutional Bitcoin ETF holdings increased by 7.5%, with the institutional share of total holdings reaching a new all-time high.
2026-08-20
BTC
invest
currency
CZ
Trump
Strategy

Circle's $50 Billion Valuation Logic: The Market Sees Only USDC, Overlooking the Payment Network
Circle is severely undervalued by the market, which treats it as just another stablecoin issuer. Its payment network and the true moat of its full-stack money platform are sufficient to support a revaluation scenario at a $50 billion market cap.
2026-08-20
stable currency
Circle

The Treasury doubled its long-term bond buyback to support the market, yet U.S. stocks barely rose—is the real signal hidden in Bitcoin?
The adjustment in the AI sector may not be over, but the underlying logic of the market is shifting from "grabbing existing liquidity" back to "waiting for incremental liquidity." Once the liquidity spigot is turned back on, the stage for market movements may be far broader than it has been over the past month or more.
2026-08-20
invest
AI

HYPE Surges 26.86%, Approaching New Highs—What Is the Market Buying?
This is Hyperliquid's closest moment to becoming a "U.S.-compliant on-chain Perp DEX," personally highlighted by Trump.
2026-08-20
finance
invest
policy
SEC
Coinbase
Trump
Perp DEX

Here is the translated English version: Meta 1.4 Trillion Dollar Verdict, Some Thoughts on This Trade During the Trial
A century-defining lawsuit with a fine range spanning five orders of magnitude is steadily draining Meta's market cap during the trial. The author argues that what may truly be mispriced isn't the lottery-ticket options on the verdict date, but Meta's earnings multiple and its advertising machine.
2026-08-20
invest
AI

The AI debt flood is approaching, and September is the real test for U.S. Treasuries
U.S. Treasuries just caught a breather, but the September storm is coming! Tech giants are fueling an AI financing frenzy, with $200 billion in corporate bond issuance poised to hit the market.
2026-08-20
invest
policy
AI

40 trillion is just the "appetizer"? SK Hynix buyback lands ahead of schedule, Wall Street predicts another $130 billion on the way
JPMorgan believes the shareholder return policy upgrade from "no more than 50% of free cash flow" to "no less than 50%"—shifting from a ceiling to a floor—sends a clear signal to the market: future shareholder returns will only increase, never decrease.
2026-08-20
invest
policy
AI

一文全览主要 CEX 加密股票产品方案
As the primary vehicle in this space, CEXs are evolving from pure Crypto Exchanges into comprehensive financial trading platforms.
2026-08-20
Kraken
Coinbase
OKX
Gate.io
Bitget
xStocks

13F New Signal: AI Isn't Fading—Wall Street Is Just Getting More "Selective"
As AI becomes the market's biggest consensus, it means that while it remains the main storyline, the era of "blindly buying AI" is coming to an end.
2026-08-20
invest
AI

Stripe Investor Letter: The Singularity Has Arrived, and the Strategic Logic Behind Acquiring OpenRouter
Building the economic infrastructure for the internet and building the economic infrastructure for AI are fundamentally the same endeavor.
2026-08-20
invest
AI

热门交互合集 | Amadeus Protocol上线积分活动;Flop Labs角色申请(8月20日)
融资2500万美元的GTE今晨开放早期预注册。
2026-08-20
airdrop

Saving US Debt the "Soros Style": From Forex to Interest Rates, Can Bessent Outsmart the Market?
Bessent, the "Soros protégé" who once assisted Soros in shorting the British pound and the Japanese yen, is known for his knack for "finding cracks." Now, he is applying the same market instincts, shifting from offense to defense, trying to pin down US Treasury yields.
2026-08-20
finance
policy
currency

HYPE on the Eve of an Explosion: AQAv2 Begins Revenue Accrual This Month, HIP-4 Poised for Launch
The AQAv2 stablecoin reserve revenue sharing is expected to generate approximately $200 million annually for HYPE buybacks.
2026-08-20
stable currency
USDC
Perp DEX






