山寨币 · 2997

Jiang Zhuoer: Be wary of extreme market bursts. It is recommended to use a position-by-position model for high-leverage transactions

Comparing news, Jiang Zhuoer, founder of Libitt Mining Pool (B.TOP), wrote an article saying that today at around 13:10 Beijing time, there was a small flash crash in the entire market. BTC, ETH, and various altcoins all showed obvious pinned prices, and even non-cryptographic assets such as crude oil also fluctuated sharply over a short period of time. It is recommended not to use a unified account to hold multiple orders with a large number of high-value altcoins at the same time, because under the joint margin model, if a currency suddenly crashes by 50%, the account margin may be insufficient, which in turn will trigger other assets in the account to be liquidated in tandem. If you want to trade highly leveraged altcoins, it is recommended to use a position-by-position model to isolate positions from each other to prevent extreme market conditions in a single currency from affecting the entire account. Although it is relatively troublesome to operate position by position, at least in extreme market conditions, only one explosion will explode, which can reduce the risk of the entire asset inventory being instantly liquidated.

4h ago

Altcoins generally rose, TRB and ZEC rose more than 40% during the day

Comparative news, according to OKX market data, altcoins generally rose today. Among them, TRB rose more than 45% and now reported $21.6; ZEC rose more than 42% during the day, breaking through a record high of $815; GALA rose more than 34% to report $0.002 during the day; STX rose more than 34% to report $0.2 during the day; and PEPE rose more than 32% during the day.

10h ago

[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓ AI · News [Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus]. According to CNBC, Anthropic is expected to list the public's negative sentiment about artificial intelligence and data centers as a risk factor in the IPO prospectus to be released in the next few weeks. According to people familiar with the matter, Anthropic recently held a pre-listing “market trial” meeting with bankers and investors. Investors focused on competitive pressure, the impact of open source models on profit margins, and the risks that may be brought about by a slowdown in data center construction. Anthropic is currently valued at close to $1 trillion in the private equity market and is preparing to hit a major IPO. However, as Americans' concerns about AI replacing employment and data center expansion heat up, the related backlash sentiment is becoming a new challenge facing the company's listing. The company has previously achieved an annualized revenue operating rate of more than 65 billion US dollars. [Apple cuts Siri and Vision Pro team positions, and resources shift to AI and new devices] Compared to news, Apple (AAPL.O) is laying off employees from various teams responsible for Siri's digital assistants and Vision Pro headsets. The total impact of this layoff is more than 200 people. Of these, about 100 jobs in the Vision Pro department have been abolished, and about 100 other positions in the Siri and software teams have been cut. The move is part of the company's efforts to focus resources on new devices and artificial intelligence. People familiar with the matter said that in this adjustment, Apple has basically shut down a team dedicated to the Vision Pro game business, while also reducing the size of the department responsible for producing immersive video content for the device. Apple admitted in a statement that the company is making adjustments to some teams “to drive business development and provide the best experience for users.” [Castle Securities: Over 80% of the overall risk in the Situational Awareness Fund portfolio has been divested] According to the Financial Times, Castle Securities founder Ken Griffin responded to the company's acquisition of Situational Awareness assets under Leopold (Leopold) in a letter to clients on Friday. According to a letter obtained by CNBC, Griffin told clients that Castle Securities had divested more than 80% of the overall risk in the original purchased portfolio by conducting more than 100 major transactions (with a market value of more than $4 billion). In his letter, Griffin wrote, “A transaction of this scale would not have been possible without the full cooperation of the transaction teams and lead brokerage teams of the banks serving the two companies. I am very grateful for their dedicated efforts to complete the portfolio transfer quickly.” Griffin also confirmed that the company's flagship multi-strategy fund, the Wellington Fund, had a return of 5.94% in July, which is the fund's best monthly performance since 2022. [AI cloud company Nscale seeks to raise 3 billion US dollars in US IPOs] In comparison, AI cloud company Nscale is reportedly seeking to raise 3 billion US dollars in a US IPO. In the crypto market [Strategy stock price hit a two-month high, STRC returned above $96], the Bitcoin treasury company Strategy (MSTR) stock price rose to a two-month high today as the Bitcoin price briefly broke through $79,400. It broke through $120 during the intraday period, then partially regained its gains. Meanwhile, the price of STRC, Strategy's preferred stock product, also surpassed $96 for the first time since June. Previously, STRC's price once fell below $70 due to concerns about its ability to pay dividends and the ability of the stock price to maintain the $100 target for a long time. [Bernstein: Even if the Clarity Act is not passed, the SEC and CFTC will speed up rulemaking] Comparing news, the Bernstein analyst team led by Gautam Chhugani released a report stating that regardless of the procedural voting results of the “Clarity Act” on September 15, the certainty of US crypto regulation is expected to increase. They expect the SEC and CFTC to accelerate rulemaking in areas such as native crypto asset issuance, tokenized stocks, perpetual futures, computing power derivatives, and predictive markets. This regulatory clarity of expectations has become one of the broader supporting factors in the crypto market. 【A...

14h agoBitpushNews#Compare Daily Picks

Analyst: Altcoins are diverging and rebounding, but the “full counterfeiting season” is yet to arrive

Comparing news, altcoin gains expanded further on Friday. ENA rose 48%, and HYPE was approaching a record high, but there was a clear catalyst for this rebound: ENA received $1 billion in credit from FalconX, and HYPE benefited from CFTC compliance expectations. The founder of MN Capital said that unlike the previous round of the “general upward copycat season,” the current round showed structural differentiation — Bitcoin's dominant position was still 59.8%. The CMC counterpart index fell from 51 to 33, and liquidity or spillover spread to copycat after BTC surged, but current quantities and indicators show that the full copycat season has yet to be confirmed, and capital favors targets supported by fundamentals or policies.

18h agoWendy#starters

Arthur Hayes: Ethereum has plenty of room to make up, if it breaks through 3000, it depends on $5,000

Comparing news, Arthur Hayes said during the Laura Shin podcast that ETH is one of the most hated large-cap altcoins in the market. It is the second-largest currency by market capitalization, but it has yet to break through its 2021 all-time high. From a risk-reward perspective, at least according to the way I managed my portfolio at Maelstrom, this is currently our biggest position outside of Bitcoin. I'm not particularly worried about waking up one morning to find that ETH has returned to zero. Of course this could happen, but compared to other cryptocurrencies, this risk is much lower, so I'm happy to put in a large position on this trade. Since it didn't increase much in this cycle, I think it still has a lot of room to make up for growth. Once it starts to rise, the self-reliant train will start. There are so many people who want to go long with ETH for various reasons, and it really makes sense why they haven't done it in the past few years. Once we break through the 3000 mark, I think you'll actually see the ETH train launch, and it may soon surpass 5000. My year-end goal is right around the corner.

23h ago

Altcoin rally continues, ONG rises above 109% in 24 hours

Comparative news, according to HTX market data, altcoin gains continued as Bitcoin surpassed $7.5 million. Among them: ONG is currently priced at $0.1302, a 24-hour increase of 109.49%; NEIRO is currently priced at $0.0001098, a 24-hour increase of 59.71%; COLLECT is currently priced at $0.07143, a 24-hour increase of 45.39%; ENA is currently priced at $0.12931, a 24-hour increase of 39.25%; PEOPLE is currently priced at $0.010856, a 24-hour increase of 35.55%; BOME The current price is $0.0012523, a 24-hour increase of 34.74%; SPK is now priced at $0.01865, a 24-hour increase of 28.62%.

1d ago

Trump named Hyperliquid, and it wasn't a surprise

On August 19, when Trump met with crypto and financial industry executives at the White House, he suddenly read out the name Hyperliquid. His original statement was that CFTC Chairman Michael Selig is working to bring Hyperliquid to the US in a “fully compliant and legal” manner. After Trump's speech, HYPE rushed from around $60 to above $70, rising 20% to 22% in the short term, once again approaching a record high of around $76.8 in June this year. HYPE had a minimum of about $3.2 when it first entered the market in November 2024, and it has increased tenfold in less than two years. However, the entire crypto market also surged on the same day. Bitcoin is at $7.2 million, and Ethereum is rising at the same time as other altcoins. Macro liquidity and US regulatory news are driving up risk appetite. Why is it called Hyperliquid? Other factors aside, it has evolved to the point where US regulators and traditional exchanges cannot ignore it. Hyperliquid's main business is perpetual contracts. According to The Block data, in March 2025, its monthly perpetual trading volume was about 3.5% of all centralized exchanges (CEX); by March 2026, this ratio was close to 6%, and the monthly turnover was close to 200 billion US dollars. It rose to 6.63% in May, reaching 14.4% compared to Binance's perpetual trading volume, both of which were new highs at the time. It is no exaggeration to say that it is eating away at CEX's business step by step. Not all of Hyperliquid's assets have been growing the fastest recently. HIP-3 allows third parties to deploy a sustainable market. Since this year, contracts for stocks, indices, commodities, etc. have been rapidly sold. In May, HIP-3 sold more than 62 billion US dollars in a single month; by July, it had contributed nearly half of Hyperliquid's average daily sustainable transactions. It also explains why Wall Street is staring at it. How did the low-key team get on with Trump? Hyperliquid's past style is very different from typical crypto projects. Jeff Yan said in a lengthy interview in 2025 that the core team at the time was only 11 people, about half of whom were engineers; the team did not have a dedicated BD department, nor a business team that connects agencies around the clock. Even HYPE was not a centralized exchange, they didn't invest much resources to promote it. The Hyper Foundation's official website still says “No investors. “No paid market makers” is clearly written. Judging from public sources, there is no public evidence of any personal relationship or commercial ties between Jeff Yan and Trump himself. All I can find is news related to my own business. In May 2025, Hyperliquid Labs officially submitted submissions to the CFTC to discuss how the US handles 24/7 derivatives and perpetual contracts. At the same time, the document also clearly stated that the front-end developed by Hyperliquid Labs was prohibited for US users to trade. In February 2026, Hyper Foundation supported the establishment of the Hyperliquid Policy Center with 1 million HYPE cards. According to the current currency value of about 29 million US dollars, this agency was doing policy research and regulatory communication in Washington. The person in charge, Jake Chervinsky, had previously been the chief policy officer of the Blockchain Association and is also a familiar lawyer in the US crypto regulatory community. The introduction to HPC is straightforward: introducing Hyperliquid to lawmakers and regulators, and promoting regulatory frameworks in DeFi, perpetual contracts, and more. As of July 15 of this year, “Hyperliquid Strategic Inc. and Hyperliquid Labs” appeared in the CFTC official minutes. In other words, Hyperliquid was already in formal contact with the CFTC prior to Trump's public nomination. So, what we can guess is that Hyperliquid wasn't good at, or even very bad at traditional business relationships; it started this past year...

1d agoBitpushNews#CFTC #HYPERLIQUID #SEC #original #Perpetual contracts #Trump #custodial #viewpoints

Altcoins generally rose, and ETH rose more than 19% in 24H

Comparing news, the OKX market shows that altcoins are generally rising, among which: ETH now reports 2295.4 USDT, up 19.34% in 24H; ORDI now reports 4.372 USDT, up 29.34% in 24H; BIO now reports 0.0317 USDT, up 26.04% in 24H; NEIRO now reports 0.000079 USDT, up 26.14% in 24H; PNUT now reports 0.05195 USDT, up 26.41% in 24H; HYPE is currently reporting 71.944 USDT, up 22.53% in 24H. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

2d agoburnking

The biggest benefit of this round of growth? Draft Regulation Crypto Assets: A list of opinions from industry leaders

Comparing news, bulls in the crypto market regained control. BTC remained near $69,000 after a strong rise, and ETH reported around $2240. The market generally believes that in addition to being boosted by liquidity expectations brought about by the US Treasury's expansion of the scale of long-term treasury bond repurchases, it is also related to the SEC's latest draft Regulation Crypto Assets. The core benefit of this draft is that US public token financing has once again seen a path of compliance. According to the SEC disclosure, Reg Crypto will establish a special issuance framework for some investment contracts involving crypto assets, including two registration exemptions: projects can raise up to US$5 million in 4 years, or up to US$75 million within 12 months, subject to corresponding disclosure. More importantly, the draft also proposes a conditional safe haven: when the issuer completes or permanently stops the key management efforts promised in the investment contract, the relevant crypto assets are expected to be removed from the investment contract category. SEC Chairman Paul Atkins said the proposal is aimed at providing a clear path for crypto entrepreneurs and market participants to finance under federal securities laws and reduce incentives for projects to operate offshore. The industry's reaction quickly turned positive. Coinbase CEO Brian Armstrong believes that the SEC's advance in token classification is a long-awaited step in modernizing the US financial system, and that clear rules will help keep innovation in the US. Coinbase Chief Policy Officer Faryar Shirzad is more straightforward: in the past, crypto builders have always been asked to sign up, but there isn't a single door that fits the way the crypto network develops, and Reg Crypto is starting to build this door. Crypto attorney Jake Chervinsky also sees this as a key development. He believes that Reg Crypto will create exemptions for public token sales and provide a safe haven away from investment contract classification, which is an important step for the industry towards regulatory clarity. A16z Crypto General Counsel Miles Jennings said that this provides blockchain builders with a new funding and transparent operating path, while urging Congress to advance the CLARITY Act. The interpretation of traders and market KOLs is more emotional. According to Solana Legend, if news similar to the US legal ICO safe harbor appears in 2021, BTC and SOL may see increases of 10% to 15%; the reaction is now relatively restrained, which indicates that the market is still in the mood stage of clear time. Blockworks co-founder Jason Yanowitz said it's encouraging to see the SEC advance Reg Crypto, and transparency itself helps protect investors. However, there are also opinions that remind that this does not mean that the ICO will return without a threshold. Reg Crypto is still in the public comment phase, project financing needs to be disclosed, and the safe harbor depends on the issuer's commitment to complete or permanently cease. As far as the market is concerned, the short-term focus remains on whether BTC can stabilize the $69,000-$70,000 range and whether the rotation of ETH and altcoins can continue; in the medium term, it depends on whether Reg Crypto and the CLARITY Act can jointly reprice the regulatory gap as a compliance entry.

2d ago

Skyrocketing! The crypto market picked up overnight, who ignited the fire behind it?

After months of silence, the crypto market finally ushered in a round of general rise after a long absence. In the US market on August 19, Bitcoin quickly rose from a low of about 64,100 US dollars during the day, and recently hit 69,000 US dollars again. At the beginning of June, Bitcoin fell below 70,000 US dollars and returned to around 69,000 US dollars. Since then, it has fluctuated more than 60,000 US dollars for most of the time. Now, after a lapse of nearly 3 months, it has once again reached this position, and market sentiment has clearly heated up. At one point, Ethereum rose by about 8.6%, and altcoins such as XRP and SOL all rose by more than 6%. The Fear and Greed Index also rebounded from the extreme fear range to a neutral fear level of around 40. This wave of markets is coming very fast, but it's not without any signs. Over the past few weeks, Bitcoin has been stuck in a sideways trade of more than $60,000. Prices are falling little, and buying is not strong enough, and the market is waiting for new catalysts every day. As of today, several factors have just come together: the fall in US bond yields, the weakening of the US dollar, improved US regulatory expectations, and the continued absorption of funds by large players on the chain have finally ignited the market. The first flash came from the US Treasury bond market, which had the biggest impact on the market today, and came from the US Treasury. The US Treasury Department announced that it will increase the liquidity support repurchase scale of 10-year to 30-year treasury bonds. The maximum limit for a single operation will be raised from 2 billion US dollars to at least 4 billion US dollars, which will be implemented on September 9. After the news came out, the yield on US long-term treasury bonds fell rapidly. The 30-year US Treasury yield fell by nearly 10 basis points, the 10-year yield returned to around 4.65%, and the US dollar index also weakened markedly. This is important for Bitcoin. US bond yields have remained high for some time. The 30-year US Treasury yield was once close to 5.34%, a multi-year high. As far as global capital is concerned, when US Treasury bonds can provide a yield of about 5%, capital is naturally more cautious; there is not much need to chase the volatile Bitcoin. Now that long-term yields have begun to decline, the US dollar is weakening at the same time, market concerns about liquidity have temporarily eased, and high-risk assets are also taking a breather. Jeremy Stretch, head of foreign exchange strategy at CIBC, believes that the actions of the US Treasury indicate that the policy level has noticed the pressure on the long-term bond market and the impact of this pressure on other assets. Second catalyst, SEC's new draft token issuance The US SEC proposed a new draft rule called “Regulation Crypto Assets” on August 18. It plans to establish a more targeted issuance system for some investment contracts involving crypto assets, including a maximum issuance exemption of up to 5 million US dollars for startup projects and a financing exemption of up to 75 million US dollars every 12 months. The key benefit is the “safe harbor” rule. Simply put: In the past, many crypto projects could be treated as “securities” by the SEC as “securities” and faced fines and removal at any time. Now, the draft provides a clear way out: the project party has completed (or officially stopped) the promised development and operation, and after reporting to the SEC, this coin is no longer considered a security. In the future, everyone will be able to trade and trade more freely, and there is no need to worry about sudden regulatory action. In addition, early projects can raise up to 5 million US dollars, and the procedures are much simpler. One sentence: The US has finally drawn a clear “graduation line” for crypto projects to reduce uncertainty and facilitate project implementation and transactions with ordinary investors. However, it is still only a proposal, which does not mean that the US crypto regulation issue has been completely resolved. However, market transactions have never been just reality, but also expectations. Crypto concept stocks such as Coinbase and Circle also clearly strengthened on the same day, indicating that this part of the expectation was not only reflected in currency prices. Today's surge in giant whales, which have been collecting funds for a long time, seems sudden, but from an on-chain perspective, the big money movement did not appear until today. CryptoQuant data shows that over the past 60 days, large Bitcoin holders — which excludes exchange and mining pool wallets from the statistics — have increased their net holdings by about 43,000 BTC. Based on the previous price of around 64,000 US dollars, the value is about 2.75 billion US dollars; if calculated at around 69,000 US dollars today, this batch of bitcoins is already close to 3 billion US dollars, and some of the large capital has slowly begun to be received. Real demand for goods is also picking up. According to recent CryptoQuant research, Bitcoin's 30-day “spot demand” has quickly recovered from negative about 206,000 BTC on July 23 to negative 5,000 on August 18. It is only one step away from recovering to a positive value, and the closest to a correction since the end of February. This indicator measures whether there are actually people in the market who are really willing to buy coins with money. CryptoQuant's historical backtesting shows that when this demand indicator changed from negative to positive, Bitcoin rose at a median rate for the next 60 days...

2d agoBitpushNews#original #altcoins #Bitcoin #Bull market #US debt #Market topics