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On August 15, the Wall Street Journal reported that sources revealed Nvidia and OpenAI are nearing a financing agreement to build a large data center campus in Ohio. However, the parties have adjusted the deal structure, with Nvidia initially agreeing to guarantee only half of the multi-billion dollar expansion plan, rather than the full amount. The revised plan reduces Nvidia's financial guarantee from $250 billion to less than $120 billion. This adjustment responds to investor concerns about the chip manufacturer's risk exposure as it leverages its balance sheet to boost demand for its AI chips. The agreement could be signed as early as this weekend. According to the current framework of discussions, Nvidia will provide financial guarantees for the first phase (approximately 5 gigawatts of power capacity), with decisions on financing subsequent phases to be made later. According to two individuals familiar with the project, OpenAI is still negotiating and plans to sign a binding lease for 10 gigawatts of capacity in the coming days.

[Nvidia Reduces $250 Billion Guarantee Plan for OpenAI Data Center]On August 15, the Wall Street Journal reported that sources revealed Nvidia and OpenAI are nearing a financing agreement to build a large data center campus in Ohio. However, the parties have adjusted the deal structure, with Nvidia initially agreeing to guarantee only half of the multi-billion dollar expansion plan, rather than the full amount. The revised plan reduces Nvidia's financial guarantee from $250 billion to less than $120 billion. This adjustment responds to investor concerns about the chip manufacturer's risk exposure as it leverages its balance sheet to boost demand for its AI chips. The agreement could be signed as early as this weekend. According to the current framework of discussions, Nvidia will provide financial guarantees for the first phase (approximately 5 gigawatts of power capacity), with decisions on financing subsequent phases to be made later. According to two individuals familiar with the project, OpenAI is still negotiating and plans to sign a binding lease for 10 gigawatts of capacity in the coming days.

Nvidia Reduces $250 Billion Guarantee Plan for OpenAI Data Center

On August 15, according to on-chain analyst Yu Jin's monitoring, the Pump.fun team and investors conducted their monthly token unlock 5 hours ago: 4.94 billion PUMP tokens (worth $13.6 million) were unlocked and distributed to 125 wallets.

[Pump.fun Team and Investors Unlock 4.94 Billion PUMP Tokens Monthly]On August 15, according to on-chain analyst Yu Jin's monitoring, the Pump.fun team and investors conducted their monthly token unlock 5 hours ago: 4.94 billion PUMP tokens (worth $13.6 million) were unlocked and distributed to 125 wallets.

Pump.fun Team and Investors Unlock 4.94 Billion PUMP Tokens Monthly

On August 15, according to monitoring by Onchain Lens, Chainlink completed another LINK repurchase operation, acquiring 127,740 LINK valued at approximately $1.12 million, and transferring the tokens to its reserve wallet. Data shows that Chainlink Reserve currently holds about 5.48 million LINK, valued at approximately $48.5 million, with an average purchase cost of $11.14 per token.

[Chainlink Repurchases 127,740 LINK, Total Reserves Reach 5.48 Million]On August 15, according to monitoring by Onchain Lens, Chainlink completed another LINK repurchase operation, acquiring 127,740 LINK valued at approximately $1.12 million, and transferring the tokens to its reserve wallet. Data shows that Chainlink Reserve currently holds about 5.48 million LINK, valued at approximately $48.5 million, with an average purchase cost of $11.14 per token.

Chainlink Repurchases 127,740 LINK, Total Reserves Reach 5.48 Million

On August 15, U.S. President Trump stated that he would soon declare the Strait of Hormuz as U.S. territory concerning Iran. He expressed indifference towards impacting Iran's economy before the midterm elections. The blockade against Iran is described as an unstoppable force, akin to an iron wall. Additionally, White House Press Secretary Levitt indicated that there are more means to pressure Iran. The U.S. can continue to punish Iran and weaken its economy.

[Trump: Will Soon Declare Strait of Hormuz U.S. Territory]On August 15, U.S. President Trump stated that he would soon declare the Strait of Hormuz as U.S. territory concerning Iran. He expressed indifference towards impacting Iran's economy before the midterm elections. The blockade against Iran is described as an unstoppable force, akin to an iron wall. Additionally, White House Press Secretary Levitt indicated that there are more means to pressure Iran. The U.S. can continue to punish Iran and weaken its economy.

Trump: Will Soon Declare Strait of Hormuz U.S. Territory

On August 15, Tiger Global Fund made significant adjustments to its portfolio in the second quarter. In terms of reductions: Broadcom (AVGO.O) was cut by 51.1% to 1.8 million shares; Google Class A (GOOGL.O) was reduced by 45.4% to 5.8 million Class A shares; TSMC (TSM.N) was decreased by 12.3% to 4.9 million ADS; Microsoft (MSFT.O) was lowered by 9.3% to 2.3 million shares; Meta Platforms (META.O) was cut by 8.5% to 2.8 million Class A shares; Nvidia (NVDA.O) was reduced by 6.8% to 11.2 million shares; JD.com (JD.O) was decreased by 41.5% to 201,500 ADS. On the increase side, Intel (INTC.O) was raised to 4.3 million shares; a new position was established in AMD (AMD.O) with 674,000 shares; a new position was also established in SpaceX (SPCX.O) with 375,000 shares. Netflix (NFLX.O) was completely sold off.

[Tiger Global Q2 Positions in SpaceX and AMD, Reduces Holdings in Google, TSMC, and Nvidia]On August 15, Tiger Global Fund made significant adjustments to its portfolio in the second quarter. In terms of reductions: Broadcom (AVGO.O) was cut by 51.1% to 1.8 million shares; Google Class A (GOOGL.O) was reduced by 45.4% to 5.8 million Class A shares; TSMC (TSM.N) was decreased by 12.3% to 4.9 million ADS; Microsoft (MSFT.O) was lowered by 9.3% to 2.3 million shares; Meta Platforms (META.O) was cut by 8.5% to 2.8 million Class A shares; Nvidia (NVDA.O) was reduced by 6.8% to 11.2 million shares; JD.com (JD.O) was decreased by 41.5% to 201,500 ADS. On the increase side, Intel (INTC.O) was raised to 4.3 million shares; a new position was established in AMD (AMD.O) with 674,000 shares; a new position was also established in SpaceX (SPCX.O) with 375,000 shares. Netflix (NFLX.O) was completely sold off.

Tiger Global Q2 Positions in SpaceX and AMD, Reduces Holdings in Google, TSMC, and Nvidia

In an interview with Bloomberg, Bitwise Chief Investment Officer Matt Hougan stated that Bitcoin is signaling an important 'bottoming signal': the market is starting to lose its reaction to bad news. Over the past few months, whether it was Michael Saylor selling Bitcoin or the significant decrease in the probability of the CLARITY Act passing, Bitcoin did not experience a notable decline and even rose against the trend. Hougan believes this typically indicates that the bear market may be nearing its bottom. He anticipates that the cryptocurrency market could see a stronger rally by the end of this year, with the next wave of significant buyers coming from large wealth management platforms. Compared to previous bull markets driven by retail investors, this cycle may be slower, less volatile, and more institutional.

[Bitwise CIO: Bitcoin No Longer Reacts to Bad News, Bear Market May Have Bottomed]In an interview with Bloomberg, Bitwise Chief Investment Officer Matt Hougan stated that Bitcoin is signaling an important 'bottoming signal': the market is starting to lose its reaction to bad news. Over the past few months, whether it was Michael Saylor selling Bitcoin or the significant decrease in the probability of the CLARITY Act passing, Bitcoin did not experience a notable decline and even rose against the trend. Hougan believes this typically indicates that the bear market may be nearing its bottom. He anticipates that the cryptocurrency market could see a stronger rally by the end of this year, with the next wave of significant buyers coming from large wealth management platforms. Compared to previous bull markets driven by retail investors, this cycle may be slower, less volatile, and more institutional.

Bitwise CIO: Bitcoin No Longer Reacts to Bad News, Bear Market May Have Bottomed

On August 15, the WSJ reported that sources indicated NVIDIA (NVDA.O) and OpenAI have revised the structure of their transaction proposal for the 10 gigawatt data center project in Ohio. NVIDIA will guarantee a 5 gigawatt project, reducing the guarantee amount from $250 billion to below $120 billion.

[WSJ: NVIDIA and OpenAI Revise Ohio 10GW Data Center Collaboration, Guarantee Scale Reduced to Below $120 Billion]On August 15, the WSJ reported that sources indicated NVIDIA (NVDA.O) and OpenAI have revised the structure of their transaction proposal for the 10 gigawatt data center project in Ohio. NVIDIA will guarantee a 5 gigawatt project, reducing the guarantee amount from $250 billion to below $120 billion.

WSJ: NVIDIA and OpenAI Revise Ohio 10GW Data Center Collaboration, Guarantee Scale Reduced to Below $120 Billion

On August 15, Politico reported that the one-month ceasefire agreement between the U.S. and Iran is set to expire next Monday. If it cannot be extended, the nearly six-month-long war may escalate again. A White House official stated that as of Friday afternoon, negotiations remain 'stalled,' and no extension arrangements have been heard. 'Distance is not important; the key is whether Iran is willing to return to the negotiating table, and they have not yet done so.' The difficulty in negotiations partly stems from the fragmented power within Iran, where the positions of the Revolutionary Guard, religious factions, and the government differ. All factions must agree for any agreement to take effect. Disagreements focus on sanctions, frozen assets, and passage issues in the Strait of Hormuz, with the U.S. stating that any form of fees or passage controls is 'unacceptable.' The Trump administration has stated that if Iran rejects the agreement, the U.S. retains 'all options.' Sanctions and blockades have severely impacted the Iranian economy, and Iran should return to the negotiating table. However, insiders believe that the U.S. may be underestimating Iran's resilience, and if it wants to stabilize the situation before the midterm elections, the U.S. needs to act quickly.

[White House Official: No Plans for Ceasefire Extension Heard Yet]On August 15, Politico reported that the one-month ceasefire agreement between the U.S. and Iran is set to expire next Monday. If it cannot be extended, the nearly six-month-long war may escalate again. A White House official stated that as of Friday afternoon, negotiations remain 'stalled,' and no extension arrangements have been heard. 'Distance is not important; the key is whether Iran is willing to return to the negotiating table, and they have not yet done so.' The difficulty in negotiations partly stems from the fragmented power within Iran, where the positions of the Revolutionary Guard, religious factions, and the government differ. All factions must agree for any agreement to take effect. Disagreements focus on sanctions, frozen assets, and passage issues in the Strait of Hormuz, with the U.S. stating that any form of fees or passage controls is 'unacceptable.' The Trump administration has stated that if Iran rejects the agreement, the U.S. retains 'all options.' Sanctions and blockades have severely impacted the Iranian economy, and Iran should return to the negotiating table. However, insiders believe that the U.S. may be underestimating Iran's resilience, and if it wants to stabilize the situation before the midterm elections, the U.S. needs to act quickly.

White House Official: No Plans for Ceasefire Extension Heard Yet

On August 15, according to Coinglass data, if Bitcoin falls below $62,000, the cumulative long liquidation pressure on mainstream CEXs will reach $803 million. Conversely, if Bitcoin breaks above $64,000, the cumulative short liquidation pressure on mainstream CEXs will reach $888 million. Note from BlockBeats: The liquidation chart does not display the exact number of contracts pending liquidation or the exact value of liquidated contracts. The bars on the liquidation chart actually represent the significance of each liquidation cluster relative to nearby liquidation clusters, i.e., intensity. Therefore, the liquidation chart shows the extent to which the underlying price reaching a certain level will be affected. A higher 'liquidation bar' indicates that once the price reaches that point, there will be a stronger reaction due to liquidity waves.

[If Bitcoin Falls Below $62,000, CEX Cumulative Long Liquidation Pressure Will Reach $803 Million]On August 15, according to Coinglass data, if Bitcoin falls below $62,000, the cumulative long liquidation pressure on mainstream CEXs will reach $803 million. Conversely, if Bitcoin breaks above $64,000, the cumulative short liquidation pressure on mainstream CEXs will reach $888 million. Note from BlockBeats: The liquidation chart does not display the exact number of contracts pending liquidation or the exact value of liquidated contracts. The bars on the liquidation chart actually represent the significance of each liquidation cluster relative to nearby liquidation clusters, i.e., intensity. Therefore, the liquidation chart shows the extent to which the underlying price reaching a certain level will be affected. A higher 'liquidation bar' indicates that once the price reaches that point, there will be a stronger reaction due to liquidity waves.

If Bitcoin Falls Below $62,000, CEX Cumulative Long Liquidation Pressure Will Reach $803 Million

HTX data monitoring shows that BTC has fallen below 62000 USDT, currently reported at 61966.02 USDT, with a 24H decline of 1.72%.

【BTC drops below 62000 USDT】HTX data monitoring shows that BTC has fallen below 62000 USDT, currently reported at 61966.02 USDT, with a 24H decline of 1.72%.

BTC drops below 62000 USDT

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BTC drops below 62000 USDT

Isenção de responsabilidade：O conteúdo acima não representa as posições da HTX.，A HTX não faz quaisquer recomendações de negociação.。

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