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On August 15, CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has significantly improved but remains negative, currently at -32,000 BTC. When Bitcoin entered its new consolidation range in early June, the estimated demand was -272,000 BTC. This is a positive change, but it is still not strong enough. Similar patterns were observed in February and May 2026, after which demand weakened again. This may also be related to the decline in average mining volume, as hash rate has decreased, leading to lower output. Therefore, this is not yet a sufficiently strong positive momentum, but this trend is worth close monitoring. Note: Apparent demand is calculated as the number of newly mined BTC minus the supply that has not been used for over a year. In other words, this metric is used to assess whether structural hoarding is sufficient to absorb the new supply generated by the network.

[Analysis: Bitcoin Apparent Demand Shows Significant Improvement, but Structural Hoarding Cannot Fully Absorb New Supply]On August 15, CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has significantly improved but remains negative, currently at -32,000 BTC. When Bitcoin entered its new consolidation range in early June, the estimated demand was -272,000 BTC. This is a positive change, but it is still not strong enough. Similar patterns were observed in February and May 2026, after which demand weakened again. This may also be related to the decline in average mining volume, as hash rate has decreased, leading to lower output. Therefore, this is not yet a sufficiently strong positive momentum, but this trend is worth close monitoring. Note: Apparent demand is calculated as the number of newly mined BTC minus the supply that has not been used for over a year. In other words, this metric is used to assess whether structural hoarding is sufficient to absorb the new supply generated by the network.

Analysis: Bitcoin Apparent Demand Shows Significant Improvement, but Structural Hoarding Cannot Fully Absorb New Supply

On August 15, according to CCTV International News, Israel will hold parliamentary elections in October this year. Recent polls released by several Israeli media outlets show that Prime Minister Netanyahu's approval ratings are low. So far, U.S. President Trump has not expressed clear support for Netanyahu in the Israeli elections. Reports also indicate that several of Netanyahu's competitors are concerned that Trump may support the incumbent Prime Minister. Sources revealed that they conveyed messages to Trump and his aides through intermediaries, urging Trump to remain neutral. A former U.S. official familiar with the situation stated that Netanyahu's poor performance in the polls has dissuaded Trump from intervening in the matter.

[Trump Has Not Clearly Supported Netanyahu's Re-election]On August 15, according to CCTV International News, Israel will hold parliamentary elections in October this year. Recent polls released by several Israeli media outlets show that Prime Minister Netanyahu's approval ratings are low. So far, U.S. President Trump has not expressed clear support for Netanyahu in the Israeli elections. Reports also indicate that several of Netanyahu's competitors are concerned that Trump may support the incumbent Prime Minister. Sources revealed that they conveyed messages to Trump and his aides through intermediaries, urging Trump to remain neutral. A former U.S. official familiar with the situation stated that Netanyahu's poor performance in the polls has dissuaded Trump from intervening in the matter.

Trump Has Not Clearly Supported Netanyahu's Re-election

According to IRNA, Hussein Nushabadi, the Director General of the Iranian Foreign Ministry's Parliamentary and Legal Affairs Department, stated in an interview that Washington's controversial claims regarding control over the Strait of Hormuz are primarily driven by domestic political needs and are a reactive response to Iran's demonstrated strength and strategic actions in this waterway. He noted that the baseless assertions made by the US President regarding the Strait of Hormuz do not align with international shipping regulations or the relevant provisions of the United Nations Convention on the Law of the Sea. Nushabadi also pointed out that Iran possesses political and military dominance over the Strait of Hormuz, a vital lifeline for global energy and economy, making it a powerful lever and strategic trump card in responding to external threats.

[Iranian Official: US Provocation on Strait of Hormuz is a Reactive Response]According to IRNA, Hussein Nushabadi, the Director General of the Iranian Foreign Ministry's Parliamentary and Legal Affairs Department, stated in an interview that Washington's controversial claims regarding control over the Strait of Hormuz are primarily driven by domestic political needs and are a reactive response to Iran's demonstrated strength and strategic actions in this waterway. He noted that the baseless assertions made by the US President regarding the Strait of Hormuz do not align with international shipping regulations or the relevant provisions of the United Nations Convention on the Law of the Sea. Nushabadi also pointed out that Iran possesses political and military dominance over the Strait of Hormuz, a vital lifeline for global energy and economy, making it a powerful lever and strategic trump card in responding to external threats.

Iranian Official: US Provocation on Strait of Hormuz is a Reactive Response

On August 15, a market survey by investment bank Lazard revealed that investors in the secondary market for private equity fund shares are changing the way they assess potential software investment targets. While waiting for the disruptive effects of AI on business models and valuations to become clearer, they are often "shifting funds to other investment opportunities." The investment bank noted that a vast majority of respondents (91%) believe that the main competitive moat for software companies to address the AI threat and avoid their products being eliminated is "the proprietary data advantages and network effects that are difficult to replicate by AI." Lazard stated that as of June this year, only 4% of respondents indicated that their investment approach in the software industry had not changed.

[Investment Bank Survey: AI Disrupts Software Industry, Private Equity Secondary Market Investors Take a Wait-and-See Approach]On August 15, a market survey by investment bank Lazard revealed that investors in the secondary market for private equity fund shares are changing the way they assess potential software investment targets. While waiting for the disruptive effects of AI on business models and valuations to become clearer, they are often "shifting funds to other investment opportunities." The investment bank noted that a vast majority of respondents (91%) believe that the main competitive moat for software companies to address the AI threat and avoid their products being eliminated is "the proprietary data advantages and network effects that are difficult to replicate by AI." Lazard stated that as of June this year, only 4% of respondents indicated that their investment approach in the software industry had not changed.

Investment Bank Survey: AI Disrupts Software Industry, Private Equity Secondary Market Investors Take a Wait-and-See Approach

On August 15, according to CCTV International News, Iran's Chief Justice Ejei stated today that the absurd remarks made by the U.S. President regarding the Strait of Hormuz stem entirely from his personal delusions. In the real world, the true owner and dominant power of this important international waterway is Iran. Ejei emphasized that Iran has demonstrated on a military level that the Strait of Hormuz is an inseparable part of Iran's territory and sovereignty.

[Iran Claims Undisputed Ownership of Strait of Hormuz]On August 15, according to CCTV International News, Iran's Chief Justice Ejei stated today that the absurd remarks made by the U.S. President regarding the Strait of Hormuz stem entirely from his personal delusions. In the real world, the true owner and dominant power of this important international waterway is Iran. Ejei emphasized that Iran has demonstrated on a military level that the Strait of Hormuz is an inseparable part of Iran's territory and sovereignty.

Iran Claims Undisputed Ownership of Strait of Hormuz

On August 15, a rare scene unfolded as Jensen Huang joined forces with six major Wall Street asset management giants to endorse the idea of establishing AI computing as an independent asset class. Analysts believe this reflects Huang's commitment to the concept of token economics, marking a shift in the AI boom from a technological competition to a capital competition. However, the latest plan has raised concerns among investors regarding 'circular financing' and debt risks. In response to these doubts, Huang personally stepped in to reassure the market, stating that Nvidia may provide a residual value support mechanism of up to 25% for individual investment projects and will carefully evaluate each project. Following this, market sentiment showed slight improvement. (CCTV Finance)

[Jensen Huang Collaborates with Wall Street Giants to Support AI Computing Market]On August 15, a rare scene unfolded as Jensen Huang joined forces with six major Wall Street asset management giants to endorse the idea of establishing AI computing as an independent asset class. Analysts believe this reflects Huang's commitment to the concept of token economics, marking a shift in the AI boom from a technological competition to a capital competition. However, the latest plan has raised concerns among investors regarding 'circular financing' and debt risks. In response to these doubts, Huang personally stepped in to reassure the market, stating that Nvidia may provide a residual value support mechanism of up to 25% for individual investment projects and will carefully evaluate each project. Following this, market sentiment showed slight improvement. (CCTV Finance)

Jensen Huang Collaborates with Wall Street Giants to Support AI Computing Market

On August 15, news emerged that CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has significantly improved, but it remains negative at -32,000 BTC. When Bitcoin entered its current consolidation phase in early June, demand was estimated at -272,000 BTC. This is a positive change, but it is not yet strong enough. Similar patterns were observed in February and May 2026, after which demand weakened again. This may also be related to the decrease in average mining volume, as hash power has declined, leading to reduced output. Therefore, while this is not yet a sufficiently strong positive momentum, the trend is worth close attention.

[Analysis: Bitcoin Apparent Demand Shows Significant Improvement, But Structural Hoarding Cannot Fully Absorb New Supply]On August 15, news emerged that CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has significantly improved, but it remains negative at -32,000 BTC. When Bitcoin entered its current consolidation phase in early June, demand was estimated at -272,000 BTC. This is a positive change, but it is not yet strong enough. Similar patterns were observed in February and May 2026, after which demand weakened again. This may also be related to the decrease in average mining volume, as hash power has declined, leading to reduced output. Therefore, while this is not yet a sufficiently strong positive momentum, the trend is worth close attention.

Analysis: Bitcoin Apparent Demand Shows Significant Improvement, But Structural Hoarding Cannot Fully Absorb New Supply

On August 15, the conflict between the U.S. and Iran continues to escalate, with oil transportation through the Hormuz Strait still at a standstill. Iran stated that it will not restore navigation in the Strait unless the U.S. accepts the 'reality of failure' and stops its pressure. U.S. President Trump claimed that the public needs to accept higher gasoline prices as the cost of curbing Iran's nuclear program. Iranian Deputy Foreign Minister Gharib Abadi stated that the opening and closing of the Hormuz Strait will be determined by Iran. He mentioned that as long as the U.S. 'does not accept failure and continues to fantasize,' Iran will continue to impose restrictions on Strait shipping. According to Reuters, before the conflict, the Hormuz Strait accounted for about one-fifth of the world's oil supply, but the volume of tankers has significantly decreased. Data from ship tracking agency Kpler shows that only two vessels passed through the Strait on Friday, with no records of crude oil transportation, far below the pre-conflict level of over 130 vessels per day. Trump stated at a political rally in New York that the rise in U.S. gasoline prices is the price to pay to prevent 'evil nations' from acquiring nuclear weapons. He said American consumers need to accept 'slightly higher' gas prices. Data from the American Automobile Association (AAA) indicates that the average gasoline price in the U.S. has risen to about $4.08 per gallon, a 29% increase year-on-year. International oil prices have also been affected, with Brent crude futures rising about 6% this week and WTI crude futures increasing about 5.4%. Meanwhile, Iran's economy is also under pressure. Iranian President Raisi stated that U.S. port blockades and sanctions on Iranian oil exports have exacerbated domestic inflationary pressures. Currently, there has been no resumption of peace negotiations between the U.S. and Iran. U.S. Treasury Secretary Mnuchin announced that more economic measures against Iran will be revealed next week. At the same time, Iranian-backed Houthi forces have launched a new round of attacks in Yemen, raising concerns about further escalation of regional conflicts.

[Iran's Strong Response to Hormuz Strait Blockade, Trump Says Americans Must Accept High Gas Prices]On August 15, the conflict between the U.S. and Iran continues to escalate, with oil transportation through the Hormuz Strait still at a standstill. Iran stated that it will not restore navigation in the Strait unless the U.S. accepts the 'reality of failure' and stops its pressure. U.S. President Trump claimed that the public needs to accept higher gasoline prices as the cost of curbing Iran's nuclear program. Iranian Deputy Foreign Minister Gharib Abadi stated that the opening and closing of the Hormuz Strait will be determined by Iran. He mentioned that as long as the U.S. 'does not accept failure and continues to fantasize,' Iran will continue to impose restrictions on Strait shipping. According to Reuters, before the conflict, the Hormuz Strait accounted for about one-fifth of the world's oil supply, but the volume of tankers has significantly decreased. Data from ship tracking agency Kpler shows that only two vessels passed through the Strait on Friday, with no records of crude oil transportation, far below the pre-conflict level of over 130 vessels per day. Trump stated at a political rally in New York that the rise in U.S. gasoline prices is the price to pay to prevent 'evil nations' from acquiring nuclear weapons. He said American consumers need to accept 'slightly higher' gas prices. Data from the American Automobile Association (AAA) indicates that the average gasoline price in the U.S. has risen to about $4.08 per gallon, a 29% increase year-on-year. International oil prices have also been affected, with Brent crude futures rising about 6% this week and WTI crude futures increasing about 5.4%. Meanwhile, Iran's economy is also under pressure. Iranian President Raisi stated that U.S. port blockades and sanctions on Iranian oil exports have exacerbated domestic inflationary pressures. Currently, there has been no resumption of peace negotiations between the U.S. and Iran. U.S. Treasury Secretary Mnuchin announced that more economic measures against Iran will be revealed next week. At the same time, Iranian-backed Houthi forces have launched a new round of attacks in Yemen, raising concerns about further escalation of regional conflicts.

Iran's Strong Response to Hormuz Strait Blockade, Trump Says Americans Must Accept High Gas Prices

On August 15, according to the Russian Satellite News Agency, the U.S. Court of Appeals recently ruled that a lower court must rehear the case regarding the inclusion of Chinese drone manufacturer DJI on the Pentagon's 'Chinese Military Industrial Enterprises' blacklist, stating that the previous ruling was based on non-confidential information and contained flaws. The report indicated that the D.C. Circuit Court of Appeals pointed out that the lower court's conclusion that DJI 'contributes to China's defense industrial base' was erroneous, as it relied solely on publicly available information. The court has mandated that during the rehearing, the lower court may review classified documents and decide whether to uphold the Department of Defense's designation based on that information.

[DJI Added to 'Blacklist', US Court Orders Rehearing]On August 15, according to the Russian Satellite News Agency, the U.S. Court of Appeals recently ruled that a lower court must rehear the case regarding the inclusion of Chinese drone manufacturer DJI on the Pentagon's 'Chinese Military Industrial Enterprises' blacklist, stating that the previous ruling was based on non-confidential information and contained flaws. The report indicated that the D.C. Circuit Court of Appeals pointed out that the lower court's conclusion that DJI 'contributes to China's defense industrial base' was erroneous, as it relied solely on publicly available information. The court has mandated that during the rehearing, the lower court may review classified documents and decide whether to uphold the Department of Defense's designation based on that information.

DJI Added to 'Blacklist', US Court Orders Rehearing

On August 15, Israeli media reported that Iran is rebuilding its ballistic missile arsenal at a pace far faster than previously predicted by the Israeli military and Mossad. Israeli officials had originally expected that the recovery of Iran's missile stockpile would not be so rapid following the war, but the current speed of recovery has left them astonished.

[Israeli Media: Iran's Missile Stockpile Recovery Surprises Israel]On August 15, Israeli media reported that Iran is rebuilding its ballistic missile arsenal at a pace far faster than previously predicted by the Israeli military and Mossad. Israeli officials had originally expected that the recovery of Iran's missile stockpile would not be so rapid following the war, but the current speed of recovery has left them astonished.

Israeli Media: Iran's Missile Stockpile Recovery Surprises Israel

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