Odaily Planet Daily News "White-Haired Stock God" Serenity has published a post questioning the development strategy of Sivers Photonics (SIVE), arguing that the company remains overly focused on the Swedish market, while U.S. investors may be more interested in its future growth potential and the actual economic value brought by its orders.

Serenity stated that U.S. analysts are more likely to focus on what the two recently secured wafer fab capacity allocations mean for Sivers, and how much revenue and operating leverage these capacities will translate into amid supply bottlenecks and rising ASPs (average selling prices). Furthermore, topics such as NPO/CPO, pluggable optical modules, CPO vendors like Ayar ramping up in 2028, the ELS product collaboration with O-Net, and the scale and potential TAM (Total Addressable Market) of six newly added pluggable customers are also more worthy of in-depth discussion.

In contrast, questions raised by the local market tend to center on "how to stop the bleeding," why private customers cannot be disclosed, why the company focuses on transceivers, and what the "business opportunity pipeline" actually means—forcing management to spend significant time responding to skepticism rather than discussing future growth.

Serenity believes that the more time Sivers spends in the Swedish market, the more its valuation becomes constrained by the investment logic of that market. Therefore, the company needs to more aggressively present future growth opportunities and the underlying economic value to U.S. investors.

Odaily News: Arthur Hayes stated that investors should prepare to buy Bitcoin, and he expects Bitcoin to perform well over the next few years. He believes that if the U.S. continues to expand its money supply, the price of Bitcoin could eventually rise to $250,000.

Bitcoin has risen about 20% since mid-August, adding $300 billion to its total market capitalization within hours. Scott Bessent previously pledged to support the bond market, and this week it was suggested that the Treasury may tap nearly $1 trillion from its General Account to fund bond purchases.

Gadi Chait, an investment manager at Xapo Bank, said Bitcoin rose approximately 23% last week, marking its biggest weekly gain since March 2023; during the same period, U.S. spot Bitcoin ETFs saw net inflows of about $1.9 billion, and record short liquidations further fueled the rally. (Forbes Digital Assets)

Odaily星球日报讯 Bitcoin News 在 X 平台发文表示，阿富汗塔利班政府已在全国范围内实际禁止比特币及加密货币交易，并以起诉交易者和相关企业相威胁。赫拉特 20 多家加密商店已关闭，至少 13 名交易者据报道被捕。阿富汗加密货币月度流入已从峰值超过 1.5 亿美元降至不足 8 万美元。阿富汗基本被切断全球银行体系后，比特币和稳定币曾成为储蓄及汇款的重要工具。塔利班官员称数字资产具有欺诈性，并认为加密货币投机行为依据伊斯兰法律类似赌博。尽管相关行动已压缩阿富汗可见的加密货币市场，但比特币仍可通过互联网、私钥及交易对手方进行交易。

Odaily星球日報訊 DefiLlama 數據顯示，Robinhood 鏈 DeFi TVL 現報 6.83 億美元，過去一週增長 17.78%，增速位列頭部區塊鏈第一。DEX 成交量方面，該網路近 24 小時成交額達 8.9 億美元，位列全網第五；近 24 小時費用達 27.9 萬美元，位列全網第六。Robinhood 鏈於 7 月初上線，上線僅兩個月便已在 TVL、交投活躍度等維度成為加密領域主流區塊鏈。

Odaily星球日报讯 Robinhood 链 meme 币 COPPERINU 上线后市值一度达到 1000 万美元，随后回落至 898 万美元，成交额已超过 570 万美元。该代币开发者将 40% 的代币转至加密 KOL him 的钱包。him 随后表示，愿意为该代币开发质押、申领和销毁功能，并将这部分代币用于社区空投。COPPERINU 名称源自加密 KOL Cobie 今年 1 月的一条推文，Cobie 曾调侃真实大宗商品铜的交易不会受到 Copper Inu 影响，也不会有人在 Pump.fun 上持续推出新的铜主题产品。加密 KOL him 曾主导当时在 Solana 上发行的 meme 币 COPPERINU 传播，被社区视为该题材的主要持有者和叙事推动者。

Odaily星球日報訊 GOLD 代幣開發者啟動資金可追溯至 KuCoin，15 個操盤錢包資金可追溯至幣安；該團夥還部署了 Trump Digital Platinum 代幣 PLATINUM。

Odaily星球日报讯 据 Lookonchain 监测，James Wynn (0x507...edb6)开立 20 倍杠杆比特币空单，做空 1.33 枚比特币，名义价值 10.3 万美元，清算价格为 80483.47 美元。

Odaily星球日報訊 區塊鏈技術公司 Starkware 表示，8 月 26 日一筆採用研究員 Avihu Levy 抗量子比特幣（QSB）方案的交易在比特幣主網完成挖礦，無需軟分叉、硬分叉或修改共識規則。

該交易消耗 1 萬枚聰，並透過 MARA Foundation 的 Slipstream 服務完成處理，因格式非標準，通常無法在比特幣公共記憶體池中傳播。測試耗時數小時 GPU 計算，成本約 150 至 200 美元。

QSB 採用基於雜湊函數的抗量子支出條件，並透過簽名試挖降低量子攻擊風險，但仍需用戶主動遷移資金，無法保護公鑰已暴露的資產。Starkware CEO Eli Ben-Sasson 仍支持透過軟分叉推出協議級方案。（Bitcoin.com News）

1. 易理華：看好小幅回調後上漲，BTC 回調至 75,500 美元附近將是新上車機會

2. 江卓爾：比特幣將迎來 8 月 19 日以來首次考驗，已賣出 50% ETH 現貨倉位；

3. 王小二：Robinhood Chain 是目前幣圈少有的增量市場，鏈上龍頭存在確定性機會；

4. 獲利 101 萬美元，Trump Digital Gold 騙局執行方售出全部 82.454% GOLD 代幣；

5. CZ：比特幣將在下一輪牛市超越黃金市值；

6. 未受 Avici 安全事件影響，Jupiter Card 用戶卡餘額提現已恢復；

7. Hyperliquid 上 LIT 最大空頭再開 SOL、HYPE 和 AVAX 空單；

8. 長鑫存儲起訴美國國防部。

Odaily星球日报讯 据 Bitcoin News 监测，爱尔兰刑事资产局转移了 2021 年从一名大麻经销商处没收的 500 枚比特币，价值 3800 万美元。

Odaily Planet Daily News Polygon Labs has issued an urgent notice stating that after the activation of the Austin and Kyoto hard forks, Polygon PoS nodes still running older versions of Bor or Heimdall have fallen out of consensus and need to upgrade their clients and catch up with the network's progress. Austin was activated at mainnet block 91,949,700, requiring nodes to run Bor v2.10.0 or above; Kyoto was activated at block height 51,533,000, requiring nodes to run Heimdall v0.11.0 or above. Austin addresses two types of Bor resource exhaustion risks: L1 to L2 bridge state sync events were not counted toward the gas limit, potentially slowing down block processing; the TxDependency field lacked size limits, which could cause peer nodes to crash.

Odaily星球日报讯 易理华发文表示，市场正如预期出现小幅回调，若 BTC 继续回调至 75500 美元附近，将是新的机会，并继续看好小幅回调后的上涨。投资和交易是最难的事，其于 2015 年比特币价格低位时进入行业并挖矿，后来成功投资量子等项目，赶上 2017 年牛市，但认为这其中存在运气成分，当时却将其视为能力，毕竟此前在传统行业已有创业和投资经历。后来其投资了几百个项目，大部分项目失败，少部分项目成功。随着投资机会减少，其开始学习交易，并表示交易更需要保持敬畏，交易连续成功 9 次后，第 10 次失败就会回到原点。

Odaily News According to GMGN data, the Robinhood ecosystem Meme coin microduck's market cap briefly surpassed $22 million, now reported at $21.85 million, with an intraday increase of approximately 415.8%.

Odaily reminds that Meme coin prices are highly volatile and easily influenced by market sentiment and hot events. Please be aware of trading risks.

Odaily星球日报讯 Ajna 表示，协议遭漏洞攻击，目前正在调查异常资金流动，建议用户取出全部资金、偿还贷款并暂停与协议交互。此次事件涉及 syrupUSDC、wstETH、rETH、cbETH、WBTC、WETH/USDC、sDAI 等资金池，损失约 77.5 万美元，归因于清算会计操纵攻击。

Odaily Planet Daily News Stablecoin issuer Circle has natively deployed USDC and EURC on the Plasma chain, and launched the cross-chain transfer protocol CCTP and Bridge Kit, providing this Layer 1 with native USD and EUR stablecoins and cross-chain transfer functionality. CCTP enables cross-chain transfers by burning USDC on the source chain, obtaining a Circle-signed attestation, and minting an equivalent amount of USDC on the destination chain, eliminating the need to create wrapped USDC or rely on liquidity pools. Circle stated that eligible institutions can access fiat on/off ramps through Plasma, and developers can integrate USDC and EURC into their applications. Currently, USDC is natively supported on 37 blockchains, EURC is natively supported on 8 blockchains, and CCTP covers 28 blockchains.

Odaily星球日報訊 DeFi 執行平台 ORO（原 Oroswap）宣布完成 300 萬美元策略融資，MH Ventures 和 Mapleblock Capital 領投，M2M Capital、Archer Capital、x21 Digital、BlockRise、Zerone Venture、Beenco Labs、Velion Venture、Disrupt.com 和 ZIGChain 參投。該項目可將自然語言指令轉化為鏈上操作，支援兌換、質押、借貸、跨鏈橋接及多協議資產管理。