投机 · 5519

Short-term capital gains have come to an end, and Binance's Bitcoin inflows hit a new high since February

Comparing the news, crypto analyst Darkfost wrote that the cumulative increase of Bitcoin over the past 3 days was over 23%. As prices rose rapidly, the market began to show signs of a profit settlement. About 53,000 BTC flowed into major trading platforms, of which about 17,800 BTC were transferred to Binance. Notably, all of the 1.78 million BTC flowing into Binance came from short-term holders, particularly investors who held positions for less than a day. In contrast, long-term holders who have held BTC for more than 6 months have not transferred any BTC to Binance. This means that this round of capital inflows is mainly driven by short-term speculative capital, rather than structured sell-offs from long-term holders. According to the data, this is the largest BTC flow into Binance since February 2026. In February of this year, short-term holders experienced a clear round of market capitulation. Currently, short-term capital is once again entering and leaving trading platforms on a large scale, reflecting a marked increase in speculative trading activity, and these brief and sudden capital flows are also driving the volatility of the crypto market to rise again. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

36m agoburnking

Fortune Protocol announced the completion of multiple rounds of financing, with a cumulative financing amount exceeding US$4 million

Comparing news, AI+ forecasting market project Protocol officially disclosed the latest financing information. The project has previously completed multiple rounds of financing, including the Seed round and Pre-A round, with a cumulative financing amount exceeding US$4 million. According to reports, participating institutions include K24 Ventures, CGV FoF, MH Ventures, Mapleblock Capital, etc. Protocol said that this round of funding will mainly be used to promote the technological upgrading of AI agents, the integration and expansion of predicting market liquidity, and ecosystem construction. As TGE approaches, Protocol is committed to building an intelligent infrastructure for the next-generation forecasting market and driving the industry towards a more intelligent, efficient, and open direction.

1d ago#financing

Black eats black? Fake DeFi actually snatched out North Korea's Lazarus real hacker

Source: Security Company ANY.RUN Compiled by: Daily Planet Daily Original title: Fishing Show of the Year, Fake DeFi Picks Out North Korea's Lazarus, Real Madrid Fans, Real Madrid Fans. With a mathematical background, they only use AI to write code. Core point of view: By setting up a fake DeFi company, the security agency successfully infiltrated the “Famous Chollima” hacker group under North Korea's Lazarus Group, revealed its complete process of using false identities, AI tools, and remote collaboration to infiltrate Western companies, and revealed its evolving toolset and infrastructure. Key element: The researchers disguised themselves as recruiters and recruited three North Korean agents within a few months to record their operation behavior, tool usage, and collaboration patterns in real time through the ANY.RUN sandbox environment. Agents used forged driver's licenses, stolen social security numbers, and mule accounts to complete the onboarding process. Some of these documents were processed by Google Gemini and had SynthID watermarks, revealing signs of forgery. Attackers rely on AI tools such as ChatGPT and Google Gemini to encode, translate, and modify files, and use AstrillVPN, remote desktop software, and dedicated servers to covertly access corporate environments. The three agents showed insufficient skills during development, frequently searched for basic issues, and exposed more proxy server and infrastructure information induced by selective network outages and captcha. The investigation found that Famous Chollima aims to lurk within the enterprise for a long time and legally obtain access to code, systems, and intellectual property rights, and is not limited to short-term attacks, and the threat persists significantly. Crypto friends who are often phished have probably heard of the North Korean hacker group Lazarus Group. Its well-known “campaigns” include, but are not limited to: Bybit ($1.5 billion) theft, Ronin Network/Axie Infinity Bridge attack ($6.2 billion), DMM Bitcoin/Ginco related attack ($308 million), Harmony Horizon Bridge attack ($100 million), and Atomic Wallet attacks ($100 million), etc. And the key to the success of these attacks is social engineering — hackers usually disguise themselves as normal job applicants, lurk at crypto companies for years, and wait for the right time. Recently, security agency ANY.RUN joined forces with BCA LTD (a company dedicated to threat intelligence and hunting) and NorthScan (a threat intelligence program to uncover the infiltration of North Korean IT workers) to effectively crack down on North Korean hacker agents. The researchers created a fake DeFi startup and successfully recruited “Famous Chollima” agents under North Korea's Lazarus Group who specialize in human infiltration, to gain an inside perspective on the actions of North Korea's IT workers. The ANY.RUN sandbox environment shows the agent's behavior patterns in real time, revealing their evolving toolsets, remote access workflows, AI tool usage, and supporting infrastructure. This survey went beyond the simple recruitment process and showed in depth how these agents collaborated, obtained, and used company resources after joining the company. The findings suggest that the North Korean IT worker program not only poses a recruitment risk; once agents sneak inside the organization, they can legally obtain access to code, systems, intellectual property, and critical business processes. The following is a report co-authored by the three parties, compiled by Daily Planet Daily. ——————Introduction In December of last year, we fully recorded the infiltration cycle of “Famous Chollima” for the first time. From recruiting collaborators to help them join Western companies, to falsifying documents, shipping laptops to intermediaries, and even using AI tools to assist and translate in real time during interviews, everything is under control. In that survey, we pretended to be a middleman willing to interview them and lend them a laptop in exchange for a percentage of their salary. The point is that those laptops are actually ANY.RUN sandbox environments that record every click and every step they take. This provided us with massive metrics, hours of computer operation videos, and face-to-face contact images, making an unprecedented survey and making headlines in many media. (“Famous Chollima...

1d agoOdaily星球日报#wallet security #hacks

Glassnode: Bitcoin is still in the “capitulation phase”, and the current rebound should be viewed as a partial rebound in the process of bottoming out

Comparing news, Glassnode's latest report indicates that the Bitcoin on-chain structure is still in the “capitulation phase,” and the short-term holder cost base has dropped to around $68,500, which is lower than the real market average of about $75,800. At the same time, the highest level of relatively unrealized losses in this round was about 25%, which is significantly lower than the level of more than 60% during the surrender phase of the previous cycle, which means that this round of market losses is relatively shallow, but the distribution is more scattered, and it may take longer to complete the settlement. Glassnode also said that the 90-day EMA that has now achieved a break-even ratio is 0.75, and historically, this indicator usually falls below 0.5 before sellers fail, so real seller failure has yet to occur. Glassnode further stated that until the indicator breaks through 2 again, any price rebound should be viewed as a partial rebound rather than a fundamental shift in market trends. Furthermore, the directional premium in the 30-day perpetual contract market turned sharply negative during the recent round of decline, but has now clearly rebounded and re-entered the positive zone. This means that leveraged traders are once again willing to pay a premium to gain long exposure, and speculative risk appetite has improved. However, in contrast to improvements in the perpetual contract market, the Coinbase Premium Index continues to be negative. This shows that demand in the US spot market has yet to return meaningfully.

2d ago

J.P. Morgan Chase: Repurchase of bonds by the US Treasury poses a credit risk

Comparative news, according to a Jinshi report, J.P. Morgan strategists warned that the market may think that the US Treasury's unexpectedly attempt to reduce long-term financing costs lacks credibility. Over time, this may push up term premiums and bond yields. The US Treasury Department said on Wednesday that it will at least double the scale of bond repurchases to provide “greater liquidity support,” a move that will depress long-term US bond yields. However, J.P. Morgan said the move was only treating the symptoms rather than the root causes: the US economy is close to full employment, yet there is still a 6% fiscal deficit. Strategists such as Jay Barry wrote, “Without real fiscal consolidation, we are worried that the market will see this move as lacking in credibility. If the Treasury becomes more speculative in managing debt and deviates further from its 'routine and predictable' principles, this could lead to long-term premiums and higher yields.” The size of US Treasury bonds has surpassed $40 trillion, making it more difficult for policymakers to control financing costs, while the US government continues to issue more treasury bonds. According to a market survey, about 60% of respondents believe that the US debt situation will continue to deteriorate until it triggers a major crisis.

2d ago

Goldman Sachs prepares $1.15 billion junk debt to finance CoreWeave-linked AI data centers

In comparison, Goldman Sachs is testing investors' demand for an approximately $1.15 billion junk bond issuance. The bond funds will be used to build a data center leased to AI cloud computing company CoreWeave. People familiar with the matter revealed that the project is located near Richmond, Virginia, USA, developed by PowerHouse Data Centers and Chirisa Technology Parks under American Real Estate Partners, and is expected to enter the market as early as September. The funding comes at a time when investors are wary of AI infrastructure debt. Due to the increase in AI data center related bond issuance this year, the market is beginning to demand higher yields. CoreWeave previously supported the issuance of high-yield bonds by a large number of data center developers through long-term lease agreements, but its speculative credit rating also boosted financing costs.

2d ago

[Comparative Daily News Picks] OpenAI CFO: The company will go public in 2027 or sooner; Bitcoin's short-term rise hits $70,000; Trump: SEC Chairman is pushing to introduce Hyperliquid into the US; US federal government debt exceeds $40 trillion; Federal Reserve meeting minutes: Multiple officials think interest rate hikes may be needed if necessary

Daily AI · Crypto · Macro · Market News, Bitpush helps you focus ↓ AI · News [OpenAI CFO: The company will go public in 2027 or sooner] In comparison news, OpenAI Chief Financial Officer Sarah Flair said that OpenAI plans to become a listed company in 2027, but if the business grows at an accelerated pace, it may go public earlier in the morning. Flair said the IPO was a milestone and method of financing. In March of this year, the company closed $122 billion in financing, providing greater flexibility for future growth. [Nvidia plans to invest in AI data labeling company Mercor, financing valuation may reach 20 billion US dollars] According to The Information, according to a person familiar with the matter, Nvidia has already discussed investment matters with data labeling service provider Mercor. Mercor helped the chip designer develop an open source AI model. The investment will be part of Mercor's round of financing valued at $20 billion. Existing investors, General Catalyst, have been negotiating to lead this funding round. Mercor's past revenue came from closed-source AI model developers such as OpenAI, Google, and Anthropic. However, Mercor's revenue from Nvidia is growing as Nvidia prioritizes the development of Nemotron's open source model. Nemotron aims to compete with the world's most advanced open source models. According to people familiar with the matter, Nvidia paid Mercor tens of millions of dollars last quarter. In addition to Mercor, Nvidia also uses data from other data vendors such as Turing and Scale, and also has its own in-house data team. [US CFTC Seeks Public Opinions on AI Hashrate Futures] In comparison, as industry giants begin to accept computing power (compute) as a tradable asset, the US Commodity Futures Trading Commission (CFTC) is seeking public comments on hashrate futures contracts. A number of exchanges, including CME (CME), Intercontinental Exchange, and the emerging fintech company Architect Financial Technologies, have announced plans to launch relevant contracts after receiving regulatory approval. According to these exchanges, the establishment of a futures market with computational power will help end users and speculators hedge against energy shortages or other issues that may affect the technological progress of AI developers. In the crypto market [Bitcoin's short-term rise hit $70,000], according to market data, Bitcoin's short-term rally hit $70,000, but now it has fallen back to $69,800, and the 24-hour increase has increased to 8.08%. [Trump: SEC Chairman is promoting the introduction of Hyperliquid into the US] In comparison, HyperliquidNews posted an article on the X platform saying, “The SEC Chairman is promoting the introduction of Hyperliquid into the US.” [Coinbase CEO: Looking forward to the CLARITY Act being passed on September 15, followed by a new bull market] In comparison, Coinbase CEO Brian Armstrong recently released a vision board on the X platform saying that he expects the CLARITY bill to receive strong bipartisan voting support on September 15, then usher in Upmonth and start the next round of the cryptocurrency bull market, and stated “as predicted.” The CLARITY Act aims to provide a clearer market structure and regulatory framework for US crypto assets. Armstrong's statement reflects its expectations for regulatory progress and a recovery in market sentiment. Macro · Agency [US federal government debt exceeds 40 trillion US dollars] compared news that as US government borrowing has increased at an unprecedented rate in history, the total amount of US treasury bonds has exceeded 40 trillion US dollars. Despite Trump's promises to control government spending, rising debt has raised investors' concerns about the state of America's public finances. According to data released by the US Treasury Department on Wednesday, the total US federal debt broke through the $40 trillion threshold on Tuesday. Over the past year, its debt has increased by $3 trillion, which is the fastest growth rate in history if the pandemic period is not taken into account. “It's like that huge warning light on a car engine,” Responsible Federation...

2d agoBitpushNews#Compare Daily Picks

US CFTC Seeks Public Opinions on AI Computing Power Futures

Comparatively, as industry giants begin to accept computing power (compute) as a tradable asset, the US Commodity Futures Trading Commission (CFTC) is publicly seeking comments on computing power futures contracts. A number of exchanges, including CME (CME), Intercontinental Exchange, and the emerging fintech company Architect Financial Technologies, have announced plans to launch relevant contracts after receiving regulatory approval. According to these exchanges, the establishment of a futures market with computational power will help end users and speculators hedge against energy shortages or other issues that may affect the technological progress of AI developers. CFTC Chairman Michael Selig said in a statement on Wednesday: “Without a strong computing power derivatives market, the US cannot win the AI race. This consultation is the first step in establishing clear rules for the US computing power market.” One of the issues covered by the CFTC in this consultation is how computing power futures differ from other types of derivatives or underlying products currently regulated by the agency. If hashrate futures are allowed to be listed on exchanges regulated by the CFTC, it may be necessary to further unify the variables affecting the price of computing power, including the price index used as a reference for settlement.

2d agoWendy

US retail investors have begun to “explode” in bearish options, but the underlying bullish formation is not chaotic

Comparing news, since April of this year, there has been a fundamental reversal in the behavior pattern of retail investors in the US stock market. According to data from research firm Vanda Research, although total direct stock purchases showed a downward trend this year, retail purchases of put options are bucking the trend and surging. According to the data, buying volume of put options for the 12 most popular stocks favored by retail investors in 2026 almost doubled compared to the first quarter. As a basic defensive derivative, a put option gives the holder the right to sell the corresponding asset at a predetermined price before a specific date. Kaidi Meng, a global equity strategist at Vanda, confirmed this dramatic shift in funding. She pointed out that the purchase volume of such options as a share of net cash purchases (that is, the difference between buying and selling assets) has soared sharply from about 26% to 110%. In response to widespread cuts in long positions, industry analysts believe this may be the end of retail investors' concentrated profits after years of successfully adopting the “buy on dips” strategy. Furthermore, some of the withdrawn funds may have chosen to take on a more intense risk game through speculative stocks, leveraged ETFs, and predictive markets. (CNBC)

2d ago

SK Hynix ADR was hyped out of a 10% premium, and South Korean retail investors poured $4.5 billion into US stocks in July

Comparing news, Korean retail investors are shifting capital from the local stock market to the US market. According to data from the Korea Securities Depository, Korean investors made a net purchase of about 4.5 billion US dollars of US stocks in July, of which about US$8.4 billion went to SK Hynix's US listing on ADR, making it one of the largest net purchases of US securities by Korean investors. It is worth noting that Korean investors could have bought SK Hynix directly in the Korean market, but chose to buy its US ADR, causing the stock prices of the two places to clearly deviate. Currently, SK Hynix ADR has a 10% premium over local Korean stocks, and stocks listed in the US are more volatile. Owen Lamont, senior vice president of Acadian Asset Management, believes that this rare price difference may be a sign of excessive market speculation or even a symptom of a bubble. The shift of South Korean retail investors to US stocks did not reduce their risk appetite, and AI, semiconductors, and highly leveraged products remain core bets. Of the 10 US stocks that Korean investors bought the most in July, 4 were leveraged products. Among them, the Direxion Daily Semiconductor Triple Longer ETF (SOXL) was the most popular. Meanwhile, the Korean stock market financing balance has dropped from about 37 trillion won at the end of June to about 27 trillion won at the beginning of August. Analysts pointed out that Korean retail investors may simply transfer high-risk AI transactions originally carried out in the local market to the US market rather than actually exit risky assets. The industry believes that the size of South Korea's capital is insufficient to change the overall trend of US stocks, but its centralized trading may further amplify price fluctuations in highly volatile assets where retail investors are highly concentrated, such as AI chips, quantum computing, and leveraged ETFs.

4d ago