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8/11
21:59
Blockchain analytics firm Lookonchain noted that four entities have significantly increased their Bitcoin short positions. These "gamblers" now collectively hold 5,375 BTC in shorts, valued at approximately $343 million. Their liquidation prices are identified at $64,101.12, $64,576.56, $66,006.80, and $66,030.04.
21:56
Signs of life are returning to the Shanghai free-trade zone’s bond market, which went quiet in late 2023 after Chinese authorities clamped down on excessive borrowing by local governments.
21:25
SpaceX AI, a subsidiary of Elon Musk's company, launched its AI agent product, Grok Bot, on August 11th. This product is designed to process work across applications like a real colleague and is directly related to SpaceX's $60 billion acquisition of Cursor. The product is currently in early testing, aiming to catch up with Anthropic and OpenAI's布局 in the AI agent market. Grok Bot's core positioning is an "always-on AI teammate" with an independent cloud computer that can directly log into users' existing tools and applications (including platforms without API interfaces). It operates and completes tasks like a human, only reporting back when approval is needed. Elon Musk stated on the X platform that he would expand the testing scale of Grok Bot after fixing early testing issues and releasing Grok 4.6. The product has been widely used internally at SpaceX AI, covering sales, finance, operations, and engineering teams, and supports desktop (Windows) and iOS. It is available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium subscribers.
21:09
Bespoke Investment Group pointed out that gold prices closed above one standard deviation from their 50-day moving average for the first time since March 10, entering overbought territory. Historical data shows that gold prices on average decline after such signals. James Steel, Chief Precious Metals Analyst at HSBC, stated in an August 11 report that gold's upward trend structure remains intact, but $4500/ounce constitutes strong resistance, and the market may need to consolidate. HSBC US Economist Ryan Wang expects July core CPI year-over-year growth to slightly decline from 2.6% to 2.5%.
20:59
According to the Financial Times, Panama Canal tolls are reaching historic highs, driven by low water levels caused by El Niño and a surge in energy transportation demand triggered by the closure of the Strait of Hormuz. Since August, the average daily auction price for a slot in the canal's commonly used locks has been approximately $1.1 million, more than 16 times higher than the same period last year. Specifically, the average auction price for the Neopanamax large locks has reached $2.5 million, with the highest single transaction price hitting $3.78 million. The Canal Authority has successively implemented draft restrictions, and by September 3, the operable water level for vessels will decrease from the normal 50 feet to 47.5 feet, leading to a rapid accumulation of ships waiting to transit.
20:47
The participant had invested only $831 in the Ethereum ICO, achieving a 6,068x return on their investment.
19:55
The Bank of Japan announced that the M2 money stock in July increased by 2.2% from a year earlier, while the M3 money stock rose by 1.4% year-on-year. Broadly-defined liquidity (L) saw a 4.4% year-on-year increase.
19:44
Bloomberg analysis indicates that China's biggest tech firms' earnings, due this week, will test the market rotation from AI infrastructure stocks to internet stocks.
19:10
The move aims to bolster its position as Southeast Asia’s key multi-asset exchange by offering a broader suite of exchange-traded funds and stepping up collaborations across markets.
18:30
Despite the growth in transactions and Total Value Locked (TVL), Robinhood Chain is experiencing a stagnating user base.
17:52
Super Micro's latest forecast has exceeded expectations, building on an improved profitability trajectory that the company teased several weeks ago.
17:42
Bitcoin has extended a five-week standstill, with steady demand from exchange-traded funds being offset by selling from miners and corporate holders. Trading volumes have fallen to their lowest levels in three years. Analysts believe the upcoming U.S. inflation report (CPI) could provide the necessary catalyst to break the stalemate, as implied volatility has collapsed and conviction is thin on both sides.
17:32
The U.S. Commodity Futures Trading Commission (CFTC) announced that it has used its "emergency powers" to order prediction market operator Kalshi to continue operating in New York State. This follows a lawsuit filed against Kalshi by New York Attorney General Letitia James in late July, alleging that it violated the state's gambling laws by offering sports-related prediction markets and demanding the platform's closure. CFTC Chairman Mike Selig reiterated that Congress did not intend for derivatives exchanges to be regulated under a patchwork of state gambling laws, emphasizing that these are financial exchanges operating across states, and New York State has no authority to regulate these interstate financial markets. This move marks the latest conflict between federal commodity regulators and state regulators over jurisdiction in prediction markets.

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