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On August 12, Glassnode co-founder stated that Bitcoin has accumulated a significant amount of long liquidation risk around the $61,000 mark over the past few weeks. He pointed out that if the BTC price falls to this area, it could trigger forced liquidations of leveraged long positions, further increasing selling pressure and pushing the price down. The current market needs to pay attention to the concentration of leveraged positions, as a wave of liquidations could exacerbate short-term price volatility.

[Glassnode Co-Founder: Bitcoin Accumulates Long Liquidation Risks Around $61,000, Potentially Triggering Further Declines]On August 12, Glassnode co-founder stated that Bitcoin has accumulated a significant amount of long liquidation risk around the $61,000 mark over the past few weeks. He pointed out that if the BTC price falls to this area, it could trigger forced liquidations of leveraged long positions, further increasing selling pressure and pushing the price down. The current market needs to pay attention to the concentration of leveraged positions, as a wave of liquidations could exacerbate short-term price volatility.

Glassnode Co-Founder: Bitcoin Accumulates Long Liquidation Risks Around $61,000, Potentially Triggering Further Declines

According to Bloomberg, Polymarket has seen a significant decline in trading data due to a lack of major sporting events or political occurrences to boost demand. Data compiled by Dune Analytics shows that as of the end of last month, the combined weekly trading volume of its international and U.S.-only exchanges has decreased by 56% from the historical high in June. In contrast, Kalshi experienced a smaller decline post-World Cup, with a drop of 25% based on the same metrics.

[Polymarket Weekly Trading Volume Drops 56% from Historical High, Kalshi Declines 25% in Same Period]According to Bloomberg, Polymarket has seen a significant decline in trading data due to a lack of major sporting events or political occurrences to boost demand. Data compiled by Dune Analytics shows that as of the end of last month, the combined weekly trading volume of its international and U.S.-only exchanges has decreased by 56% from the historical high in June. In contrast, Kalshi experienced a smaller decline post-World Cup, with a drop of 25% based on the same metrics.

Polymarket Weekly Trading Volume Drops 56% from Historical High, Kalshi Declines 25% in Same Period

On August 12, Temasek, one of Asia's largest sovereign wealth funds, is making a new round of investments in Samsung Electronics and SK Hynix. This marks Temasek's first entry into the Korean stock market. According to relevant government departments and institutions on August 12, Temasek has recently decided to invest in Samsung Electronics and SK Hynix and has reportedly engaged with the South Korean government to discuss the timing of the investment execution. Reports indicate that Temasek has chosen to use internal personnel for direct management rather than outsourcing to external asset management companies. A financial authority official stated, 'As I understand, after the government approved a leveraged ETF for individual stocks, the prices of Samsung Electronics and SK Hynix experienced extreme fluctuations, and Temasek communicated with us regarding the timing of their capital entry into the market.' This is Temasek's first investment in the Korean stock market. It is reported that Temasek believes that the storage semiconductor sector is severely undervalued within the artificial intelligence (AI) value chain. An investment banking insider commented, 'Temasek's investment style is to inject substantial funds into market-dominating industries from a long-term perspective,' adding, 'Although the stock prices of Samsung Electronics and SK Hynix have risen over 880% from last year's lows, this action indicates that Temasek firmly believes there is still further upside potential.' Despite a cooling of enthusiasm for AI investments due to overheating concerns, Temasek continues to increase its bets across the entire AI value chain. In the second quarter of this year, the institution focused its investments in sectors such as semiconductors, data centers, cloud services, AI model developers, and software infrastructure. Through these allocations, Temasek plans to increase the proportion of AI-related assets in its overall investment portfolio from 6% to a maximum of 15% over the next five years. The institution believes that AI semiconductors are a long-term growth engine driving structural changes in the industry, rather than a fleeting trend, and plans to expand investments accordingly. According to Temasek's 13F holdings report submitted to the U.S. Securities and Exchange Commission (SEC) on August 7, as of the end of June, the institution held shares in Nvidia and TSMC, as well as stocks in ASML, the world's largest semiconductor lithography equipment company. Additionally, Temasek is also one of the major institutional investors in generative AI developers such as OpenAI and Anthropic. Temasek is a state-owned investment company wholly owned by the Ministry of Finance of Singapore, and as of the end of March this year, it managed assets totaling SGD 518 billion (approximately KRW 572 trillion).

[Temasek Invests in Samsung and SK Hynix, Marks First Entry into Korean Stock Market]On August 12, Temasek, one of Asia's largest sovereign wealth funds, is making a new round of investments in Samsung Electronics and SK Hynix. This marks Temasek's first entry into the Korean stock market. According to relevant government departments and institutions on August 12, Temasek has recently decided to invest in Samsung Electronics and SK Hynix and has reportedly engaged with the South Korean government to discuss the timing of the investment execution. Reports indicate that Temasek has chosen to use internal personnel for direct management rather than outsourcing to external asset management companies. A financial authority official stated, 'As I understand, after the government approved a leveraged ETF for individual stocks, the prices of Samsung Electronics and SK Hynix experienced extreme fluctuations, and Temasek communicated with us regarding the timing of their capital entry into the market.' This is Temasek's first investment in the Korean stock market. It is reported that Temasek believes that the storage semiconductor sector is severely undervalued within the artificial intelligence (AI) value chain. An investment banking insider commented, 'Temasek's investment style is to inject substantial funds into market-dominating industries from a long-term perspective,' adding, 'Although the stock prices of Samsung Electronics and SK Hynix have risen over 880% from last year's lows, this action indicates that Temasek firmly believes there is still further upside potential.' Despite a cooling of enthusiasm for AI investments due to overheating concerns, Temasek continues to increase its bets across the entire AI value chain. In the second quarter of this year, the institution focused its investments in sectors such as semiconductors, data centers, cloud services, AI model developers, and software infrastructure. Through these allocations, Temasek plans to increase the proportion of AI-related assets in its overall investment portfolio from 6% to a maximum of 15% over the next five years. The institution believes that AI semiconductors are a long-term growth engine driving structural changes in the industry, rather than a fleeting trend, and plans to expand investments accordingly. According to Temasek's 13F holdings report submitted to the U.S. Securities and Exchange Commission (SEC) on August 7, as of the end of June, the institution held shares in Nvidia and TSMC, as well as stocks in ASML, the world's largest semiconductor lithography equipment company. Additionally, Temasek is also one of the major institutional investors in generative AI developers such as OpenAI and Anthropic. Temasek is a state-owned investment company wholly owned by the Ministry of Finance of Singapore, and as of the end of March this year, it managed assets totaling SGD 518 billion (approximately KRW 572 trillion).

Temasek Invests in Samsung and SK Hynix, Marks First Entry into Korean Stock Market

Before the release of the U.S. CPI on August 12, a technical risk in the bond market that is often overlooked is heating up. Bank of America Securities pointed out in its latest report that trend-following CTAs have maintained high short positions in U.S. Treasury futures following unexpectedly weak non-farm payroll data. U.S. Treasury futures nearly triggered short covering last week, but as yields rebounded from their lows, models indicate that these short positions have not yet been forced to exit. CTAs typically refer to systematic trend-following funds. These funds do not primarily assess inflation, fiscal policy, or Federal Reserve policy itself, but rather trade assets such as stock indices, U.S. Treasuries, foreign exchange, gold, and oil based on price trends, volatility, and stop-loss thresholds. In simple terms, the clearer the market trend, the more likely CTAs are to increase their positions in the direction of that trend; conversely, if prices break through key levels in the opposite direction, they may concentrate on reducing positions or covering shorts. Therefore, CTAs act more like amplifiers of market trends, usually not being the starting point of market direction but potentially reinforcing volatility after key data is released. Bank of America stated that the 10-year U.S. Treasury futures remain in a bearish trend, with current prices around 108.72, and short covering trigger levels at approximately 109.41, with higher trigger levels near 110.21. In other words, if the CPI is weaker than expected, driving U.S. Treasury prices up and yields down, CTAs may be forced to cover shorts, further amplifying the bond market rebound; if the CPI is stronger, U.S. Treasury yields may rise, and CTAs may continue to hold their short positions. The report emphasizes that macro data will determine the direction, while CTA positions will determine whether the market trend is amplified by mechanical funds. As U.S. Treasury yields directly affect technology stock valuations, the dollar, and gold, tonight's CPI will also amplify its impact across asset markets. If yields decline rapidly, growth stocks and gold may find support; if inflation data is again strong, high-valuation technology stocks and precious metals will face repricing pressure.

[Bank of America: CTA Short Positions in U.S. Treasuries Remain High, Tonight's CPI May Amplify Market Volatility]Before the release of the U.S. CPI on August 12, a technical risk in the bond market that is often overlooked is heating up. Bank of America Securities pointed out in its latest report that trend-following CTAs have maintained high short positions in U.S. Treasury futures following unexpectedly weak non-farm payroll data. U.S. Treasury futures nearly triggered short covering last week, but as yields rebounded from their lows, models indicate that these short positions have not yet been forced to exit. CTAs typically refer to systematic trend-following funds. These funds do not primarily assess inflation, fiscal policy, or Federal Reserve policy itself, but rather trade assets such as stock indices, U.S. Treasuries, foreign exchange, gold, and oil based on price trends, volatility, and stop-loss thresholds. In simple terms, the clearer the market trend, the more likely CTAs are to increase their positions in the direction of that trend; conversely, if prices break through key levels in the opposite direction, they may concentrate on reducing positions or covering shorts. Therefore, CTAs act more like amplifiers of market trends, usually not being the starting point of market direction but potentially reinforcing volatility after key data is released. Bank of America stated that the 10-year U.S. Treasury futures remain in a bearish trend, with current prices around 108.72, and short covering trigger levels at approximately 109.41, with higher trigger levels near 110.21. In other words, if the CPI is weaker than expected, driving U.S. Treasury prices up and yields down, CTAs may be forced to cover shorts, further amplifying the bond market rebound; if the CPI is stronger, U.S. Treasury yields may rise, and CTAs may continue to hold their short positions. The report emphasizes that macro data will determine the direction, while CTA positions will determine whether the market trend is amplified by mechanical funds. As U.S. Treasury yields directly affect technology stock valuations, the dollar, and gold, tonight's CPI will also amplify its impact across asset markets. If yields decline rapidly, growth stocks and gold may find support; if inflation data is again strong, high-valuation technology stocks and precious metals will face repricing pressure.

Bank of America: CTA Short Positions in U.S. Treasuries Remain High, Tonight's CPI May Amplify Market Volatility

On August 12, Lido announced that Lido Earn has now opened an instant withdrawal feature. This withdrawal will be processed through the Lido Earn buffer, ensuring that most EarnETH/EarnUSD withdrawals are completed within seconds.

[Lido Earn Launches Instant Withdrawal Feature]On August 12, Lido announced that Lido Earn has now opened an instant withdrawal feature. This withdrawal will be processed through the Lido Earn buffer, ensuring that most EarnETH/EarnUSD withdrawals are completed within seconds.

Lido Earn Launches Instant Withdrawal Feature

According to monitoring by Beating, former ByteDance AI Data head Fu Yue has reportedly started a new venture focused on Agent/FDE. One of the co-founders is said to also be a ByteDance executive, and several well-known VCs are currently engaging with the project. The company's name, co-founder identities, and funding status have not yet been officially announced. FDE refers to Frontline Deployment Engineering, which directly integrates AI agents into real business workflows. Such teams need to understand both models and engineering while also solving specific business problems alongside clients. After returning to ByteDance in 2023, Fu Yue established Global Data, overseeing data procurement and quality control for large model training, and was one of the early leaders of ByteDance's AI data system. Reports also emerged yesterday indicating that he recently left ByteDance, with related responsibilities being taken over by Wang Yinglei. Just before and after Fu Yue's departure, ByteDance elevated the data system he helped build. Teams such as Global Data, the Group Data Platform DMC, and Flow's AIDP have been integrated into a new primary department called 'AI Data and Security,' which operates parallel to departments like Seed and Flow.

[ByteDance Elevates AI Data to Primary Department; Former Head Fu Yue Reportedly Leaves to Start Agent/FDE Business]According to monitoring by Beating, former ByteDance AI Data head Fu Yue has reportedly started a new venture focused on Agent/FDE. One of the co-founders is said to also be a ByteDance executive, and several well-known VCs are currently engaging with the project. The company's name, co-founder identities, and funding status have not yet been officially announced. FDE refers to Frontline Deployment Engineering, which directly integrates AI agents into real business workflows. Such teams need to understand both models and engineering while also solving specific business problems alongside clients. After returning to ByteDance in 2023, Fu Yue established Global Data, overseeing data procurement and quality control for large model training, and was one of the early leaders of ByteDance's AI data system. Reports also emerged yesterday indicating that he recently left ByteDance, with related responsibilities being taken over by Wang Yinglei. Just before and after Fu Yue's departure, ByteDance elevated the data system he helped build. Teams such as Global Data, the Group Data Platform DMC, and Flow's AIDP have been integrated into a new primary department called 'AI Data and Security,' which operates parallel to departments like Seed and Flow.

ByteDance Elevates AI Data to Primary Department; Former Head Fu Yue Reportedly Leaves to Start Agent/FDE Business

On August 12, the Korea Exchange announced a revision to the 'Implementation Rules for Securities Market Business Regulations', raising the minimum trading unit for single stock leveraged ETFs from the current 1 share to 20 shares, and for ETNs from 1 security to 20 securities. The exchange is currently seeking market feedback. It is reported that the South Korean financial regulatory authorities originally planned to implement this measure in November, but due to the increasing speculative trading of single stock leveraged products, they decided to expedite the process, aiming for implementation as early as next month. In addition to raising the trading unit, the South Korean regulators will also strengthen investor protection measures. New individual investors wishing to trade single stock leveraged products will need to complete at least 5 trading days of simulated trading, with a minimum of 1 hour per day, totaling 5 hours.

[South Korea to Raise Trading Threshold for Single Stock Leveraged ETFs in September]On August 12, the Korea Exchange announced a revision to the 'Implementation Rules for Securities Market Business Regulations', raising the minimum trading unit for single stock leveraged ETFs from the current 1 share to 20 shares, and for ETNs from 1 security to 20 securities. The exchange is currently seeking market feedback. It is reported that the South Korean financial regulatory authorities originally planned to implement this measure in November, but due to the increasing speculative trading of single stock leveraged products, they decided to expedite the process, aiming for implementation as early as next month. In addition to raising the trading unit, the South Korean regulators will also strengthen investor protection measures. New individual investors wishing to trade single stock leveraged products will need to complete at least 5 trading days of simulated trading, with a minimum of 1 hour per day, totaling 5 hours.

South Korea to Raise Trading Threshold for Single Stock Leveraged ETFs in September

On August 12, according to Lookonchain monitoring, Japanese Bitcoin reserve company MetaPlanet transferred out 1,473 BTC about an hour ago, worth approximately $93.82 million. In addition, Bitcoin mining company Hut 8 also transferred out 493 BTC three hours ago, worth approximately $31.36 million. The two companies transferred a combined total of 1,966 BTC, with a total value of approximately $125 million.

[MetaPlanet and Hut8 Transfer Nearly 2,000 BTC Worth Over $120 Million]On August 12, according to Lookonchain monitoring, Japanese Bitcoin reserve company MetaPlanet transferred out 1,473 BTC about an hour ago, worth approximately $93.82 million. In addition, Bitcoin mining company Hut 8 also transferred out 493 BTC three hours ago, worth approximately $31.36 million. The two companies transferred a combined total of 1,966 BTC, with a total value of approximately $125 million.

MetaPlanet and Hut8 Transfer Nearly 2,000 BTC Worth Over $120 Million

On August 12, the Korea Exchange (KRX) activated the KOSPI temporary suspension mechanism after the KOSPI 200 index futures rose 5%, suspending program buying for 5 minutes. (Jin10)

[KRX Activates KOSPI Sidecar Mechanism, Halts Program Buying]On August 12, the Korea Exchange (KRX) activated the KOSPI temporary suspension mechanism after the KOSPI 200 index futures rose 5%, suspending program buying for 5 minutes. (Jin10)

KRX Activates KOSPI Sidecar Mechanism, Halts Program Buying

6月2日消息，据官方公告，Bitfinex已上线新API功能，允许用户为每个API密钥最多将20个IP地址添加至白名单。通过使用该功能，用户的API密钥只能从特定的IP地址访问，可以防止API密钥遭到泄露后未经授权的使用。

【Bitfinex上线新API功能，允许用户将最多20个IP地址添加至白名单】6月2日消息，据官方公告，Bitfinex已上线新API功能，允许用户为每个API密钥最多将20个IP地址添加至白名单。通过使用该功能，用户的API密钥只能从特定的IP地址访问，可以防止API密钥遭到泄露后未经授权的使用。

Bitfinex上线新API功能，允许用户将最多20个IP地址添加至白名单

Wall Street Morning News: S&P and Dow Hit New Highs, Philadelphia Semiconductor Index and Chip Stocks Rise for 4th Straight Day, SanDisk and Intel Surge Over 10%, Micron's Market Cap Returns to $1 Trillion

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BlackRock brings tokenized money market funds to Europe via JPMorgan

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Bitfinex上线新API功能，允许用户将最多20个IP地址添加至白名单

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

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