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Analyst: Bitcoin IFP indicator flashes bullish signals, leveraged funds are back active

Comparing news, Cryptoquant analyst CW8900 wrote that the BTC interexchange flow pulse (IFP) indicator has shown bullish signals, which means that the amount of BTC flowing into derivatives exchanges is increasing, and leveraged investment is becoming active again. The signal indicates that upward pressure on derivatives exchanges is rising, upward pressure driven by leverage is restarting, and the rebound is resuming after a period of continuous adjustment since July.

8h 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...

18h agoBitpushNews#Compare Daily Picks

Bernstein: Even if the Clarity Act doesn't pass, the SEC and CFTC will speed up rulemaking

Comparing news, Bernstein's team of analysts led by Gautam Chhugani released a report stating that regardless of the September 15 “Clarity Act” procedural voting results, 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.

1d agoWendy#starters

Hyperliquid AQAv2 will launch on August 26 and is expected to increase HYPE repurchases by $135-160 million per year

Comparing news, according to Bitcoin.com, the decentralized derivatives trading platform Hyperliquid's native token HYPE is close to $73. Crypto trader Pentosh1 said that its fee burning mechanism will expand after the AQAv2 upgrade, which may support its continued performance in the next round of the bull market. Hyperliquid has destroyed 462 million HYPE units through repurchases since November 2024, worth approximately $1.27 billion, and approximately 99% of agreement fees are used for repurchases. The platform's annualized agreement revenue is currently around $600 million to $950 million. AQAv2, or Aligned Quote Asset v2, plans to import approximately 90% of the platform's USDC reserves of more than US$5 billion into the Assistance Fund on August 26, and the first payment is expected to arrive on October 3. Market participants estimate that AQAv2 can add an additional $135 million to $160 million in repurchases each year. Both Coinbase and Circle, which were designated as Hyperliquid's official USDC fund distributors in May, have pledged to pledge large-scale HYPE to help launch the mechanism.

1d ago

Starbridge Capital London Gold Liquidation: Some Investors Deposited USDT or Faced Huge Losses

Comparing news, Starbridge Capital (SBCFX) experienced an abnormal liquidation of positions in the London Gold Exchange. After the incident, the platform's Hong Kong office was empty, and some investors faced huge losses. According to several investors, they participated in automatic trading of London Gold (XAUUSD) derivatives through the Starbridge Capital platform on the evening of August 19: the system automatically generated huge reverse short orders in just 1 to 3 seconds, then international gold prices rose rapidly, causing accounts to collectively close their positions, and some account funds returned to zero, and some even had negative arrears. The so-called London gold liquidation refers to a transaction risk where the direction of the transaction is opposite to that of the price of gold, and the loss is too large due to leverage, etc., the investor account runs out of margin, is lower than the maintenance margin ratio, and the platform is forced to close the position and the full principal amount is lost. Affected investors estimate that the incident involved about 2000 to 3,000 people, including a large number of mainland investors. Currently, some investors have alerted the Hong Kong police and requested the platform to refund 70% of the principal amount in accordance with the “maximum loss of 30%” rule previously promised. According to some investors, Starbridge Capital provides up to 500x leverage, and some funds are deposited through USDT stablecoins, making it more difficult to track funds. According to public information, Starbridge Capital's business scope covers foreign exchange, commodities, indices, cryptocurrencies, etc., and claims to the outside world that it is a licensed and compliant international trading platform. (Caixin) This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

1d agoburnking

Bernstein: Bitcoin's shock to $80,000 was driven by liquidity, ETF funding flows have picked up

Comparative news, according to The Block, analysts at Bernstein believe that Bitcoin's rebound over the past two days may mark a shift in market momentum, behind which is an improvement in the liquidity environment, a recovery in ETF demand, and friendly regulation. Bitcoin hit $79,500 on Friday and then fell back to about $78,000. Analysts linked this round of rebound to the US Treasury's announcement to increase repurchases of long-term treasury bonds, believing that liquidity expansion has always been beneficial to Bitcoin. Furthermore, Ethereum outperformed Bitcoin in this round of rebound, which analysts attributed to ETH's higher exposure to stablecoins, tokenization, and real assets. Spot Bitcoin ETF capital flows have changed from net outflows in May and June to net inflows of $1.6 billion this week, and the management scale has risen to over $85 billion; Strategy holdings have changed to surplus of over $2 billion, and cash reserves can cover 2.8-year dividend expenses. Bernstein also mentioned that regardless of whether the much-publicized “CLARITY Act” (which will be subject to a procedural vote on September 15) is passed, the SEC and CFTC are expected to speed up the legislative process in areas such as native token issuance, equity tokenization, perpetual contracts, computing power derivatives, and predictive markets. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

1d agoburnking

RootData stock derivatives exchange data: Top 5 turnover falls across the board, crypto market recovers or diverts liquidity

Comparative news, according to RootData's latest stock derivatives exchange rankings, the 24h turnover of the Top 5 exchanges declined across the board. Binance's 24h turnover was about $21.03 billion, a decrease of 31.04%; OKX's turnover was about $4.7 billion, a decrease of 41.39%; Gate's turnover was about US$2.805 billion, a decrease of 43.16%; Hyperliquid's turnover was about US$3.681 billion, a decrease of 31.01%; and Bitget's turnover was about US$2.2 billion, a decrease of 26.92%. Meanwhile, positions in the crypto native contract market have increased significantly. According to Coinglass data, the total Bitcoin contract holdings were about 734,900 BTC (about 54.967 billion US dollars), an increase of 5.65% over 24 hours; total Ethereum contract holdings were about 13.1407 million ETH (about US$30.917 billion), an increase of 5.17% over 24 hours.

1d ago

Hyperliquid's total processing fees increased 31% to $419 million in the first half of the year, and HYPE's valuation is close to traditional trading platforms

In comparison, Hyperliquid released its performance analysis for the first half of 2026. According to the data, its total transaction fee revenue in the first half of the year reached US$419.3 million, an increase of 31% over the previous year; the average daily active users increased by about 90%, and the trading volume reached US$1.29 trillion in the first half of the year, and the monthly transaction volume reached US$266.5 billion in June. However, Hyperliquid's core protocol revenue fell 3.8% year over year from $317.5 million in the first half of 2025 to $305.3 million. The main reason is the rapid expansion of the HIP-3 market. The mechanism allows external teams to launch markets such as stocks, commodities, and pre-IPO assets based on Hyperliquid infrastructure and receive 50% transaction fees. Currently, HIP-3 has contributed 11.2% of total processing fee revenue. In the derivatives market, Hyperliquid's open contracts are about $9.1 billion, accounting for 10.3% of the global cryptocurrency perpetual contract market, up 24.8% year over year; in the on-chain perpetual contract market, its share reached 54.5%, more than other on-chain platforms combined. In terms of valuation, if the annual HYPE token issuance cost of approximately US$309 million is included, HYPE's price-earnings ratio is about 23 times the issue-adjusted price-earnings ratio, which is basically about 24.5 times the average of traditional exchange peers such as CME, CBOE, Interactive Brokers, and Coinbase. The report predicts that if the USDC reserve revenue cooperation is implemented, it may bring about $135 million to $160 million in additional revenue to Hyperliquid each year and be used for HYPE repurchases. According to the report, Hyperliquid's growth in the second half of the year still faces competition and regulatory risks, including the HIP-3 market's high dependence on a single developer, and markets such as stocks and pre-IPO assets facing regulatory uncertainty. However, HIP-4 predicts new businesses such as markets, options products, and USDC reserve earnings, which may further broaden its revenue sources.

1d ago

Multicoin Capital Co-Creation: Pre-IPO perpetual futures should be launched to allow ordinary US investors to share the AI wealth feast

Comparing news, the first US CFTC Innovation Advisory Committee was held this morning. Multicoin Capital co-founder Tushar Jain put forward three suggestions at the meeting. First, it provides a safe haven or innovative exemption mechanism for emerging markets such as computing power derivatives, and allows developers to test new products and business models under a compliance framework. Second, support DeFi's adoption of compliant privacy and confidentiality tools to ensure the privacy of institutional investors' transactions while providing sufficient transparency for regulators to identify and manage systemic risks. Third, support the launch of pre-IPO perpetual futures (pre-IPO perpetual futures), so that ordinary US investors can participate in wealth growth in emerging industries such as AI, and avoid being excluded due to restrictions on private equity market access, or being forced to participate indirectly through special purpose carriers (SPVs) that lack transparency. At the same time, Jain said that he also had discussions with US Securities and Exchange Commission (SEC) Chairman Paul Atkins on the same day, and said he is optimistic about regulators promoting financial innovation and the future development of the US.

1d ago

CME, CFTC, Kalshi clash fiercely over predictive market regulation

Comparatively, CME Group CEO Terrence Duffy (Terrence Duffy) had a heated confrontation with CFTC Chairman Michael Selig (Michael Selig) and Kalshi Chief Operating Officer Luana Lopes Lara at the US Commodity Futures Trading Commission (CFTC) Innovation Advisory Committee meeting on predictive market regulation issues. Duffy said that some predicted market contracts were at risk of being manipulated, especially some contracts listed through self-certification. He pointed out that some contracts relating to the content of Trump's State of the Union address and the time when Venezuelan President Nicolas Maduro stepped down may have manipulation issues, adding that this is bad for the entire industry. Selig immediately interrupted Duffy, saying that the relevant products he mentioned were not sold in the US, and that the related incident occurred overseas, saying that Duffy's claims were fake news. Duffy responded that he was only raising market risks, and said he could continue discussions if needed. As the forecast market grows rapidly, disputes between US federal regulators and state governments over regulatory powers are also intensifying. Some state governments believe that prediction contracts involving sporting events are gambling and may violate state gaming laws; while Seliger said that the CFTC has exclusive jurisdiction over the prediction market and has initiated lawsuits with several states over related regulatory disputes. Selig said that the CFTC is expected to further revise the relevant rules to strengthen the listing requirements and consumer protection standards for incident contracts, and that regulators have fully listened to the market's concerns about insufficient protection for retail consumers. The prediction market is also facing questions about insider trading and market manipulation in the near future. The US Congress has proposed a bill prohibiting the listing of sports events and casino prediction contracts on registered platforms. Both Kalshi and Polymarket have introduced new anti-insider trading and anti-market manipulation measures. In the latter half of the meeting, Lopes Lara, Kalshi's chief operating officer, asked Duffy if CME had experienced market manipulation issues. Duffy responded that CME regulators have more people than your entire company, and Lopes Lara irked that they should learn how to be more efficient. The two sides then continued to clash over issues such as a credible market. Currently, the prediction market is at a critical point of regulation. Jurisdictional disputes between the CFTC and state regulators, as well as competition between traditional derivatives exchanges and emerging prediction market platforms, may affect the future development path of this market.

1d ago