News linked to this event type.
Odaily News, Citrini analyst Zephyr posted on X platform questioning that SanDisk's HBF vs. HBM performance comparison at its Investor Day may contain parameter configuration bias, arguing that the company deliberately underestimated HBM performance in its demonstration.Zephyr pointed out that SanDisk set total bandwidth for both HBM and HBF at 12.8TB/s, while running the Qwen3-480B-A35B model with bfloat16. Current model inference more commonly uses FP4 or FP8, requiring approximately 240GB to 480GB of capacity.Zephyr also noted that SanDisk fixed HBM capacity at 192GB per GPU, but 16-layer HBM4E in an 8-stack configuration can reach 512GB capacity with approximately 32TB/s bandwidth—roughly three times the parameters used in SanDisk's demonstration. Zephyr believes these parameter choices result in the company's claim that "HBF requires only 1 to 4 GPUs, while HBM requires 8 GPUs" failing to adequately represent actual performance under higher-spec HBM configurations.
Odaily News, according to Lookonchain monitoring, a wallet address associated with Monetalis transferred 3.72 million UNI to multiple cryptocurrency exchanges via Cumberland within the past 24 hours, valued at approximately $13 million. The transfer involved multiple trading platforms including Binance, Coinbase, Bybit, and OKX.
Odaily News: Bloomberg ETF analyst Eric Balchunas stated on the X platform that ETF inflows have exceeded $100 billion for 14 consecutive months. According to the chart data he released, about two and a half years ago, monthly inflows of $100 billion had only occurred once.
Odaily News, According to The Data Nerd's monitoring, a whale address (0x90B38) holding a large amount of HYPE tokens transferred approximately 923,743 HYPE tokens, valued at about $53.03 million, to exchanges over the past 11 hours. Among these, the address transferred 692,807 HYPE tokens, worth approximately $39.77 million, to Coinbase Prime, and 230,936 HYPE tokens, worth approximately $13.26 million, to FalconX.This transfer accounts for roughly two-thirds of the address's total HYPE holdings. Currently, the wallet still holds 969,595 HYPE tokens, valued at approximately $55.5 million.Analysts note that this move appears to be a systematic reduction in batches rather than a panic sell-off. The address did not liquidate its entire position at once but has been gradually transferring tokens to trading platforms, which may suggest an orderly exit strategy or portfolio rebalancing by the holder.
According to monitoring by on-chain analyst Ember (@EmberCN), market maker Cumberland has successively transferred 3.72 million UNI (approximately $12.63 million) to multiple centralized exchanges including Binance, Coinbase, OKX, and Bybit over the past 23 hours, suspected of distributing positions.
According to monitoring by on-chain analyst The Data Nerd (@OnchainDataNerd), the previously largest on-chain BTC short address, 0x66f8, has closed all 2136 BTC (approximately $136 million) short positions today, profiting $1.65 million. It subsequently quickly reversed positions, going long 200.82 BTC (approximately $12.74 million) with 40x leverage, completing a one-time shift from the most steadfast short to a leveraged long.
Microsoft has removed the anthropomorphic chatbot Mico from Copilot voice features and moved it to the Learn Live learning center to serve as a "tutor". The support page states that the interaction experience accumulated by Mico is shaping the future direction of Copilot, and Copilot voice interaction features remain available. Mico was launched in October 2025, enabled by default in voice mode, and previously included an Easter egg where clicking turns it into Clippy.
Odaily News: According to Lookonchain monitoring, a whale (0x117...baeb) opened a 4x long position on ASTER via Aster DEX, involving 7.2 million ASTER (worth $4.33 million). Meanwhile, the whale staked 4.02 million ASTER (worth $2.42 million) for a 4-year term.
According to monitoring by on-chain analyst Ai Yi (@ai_9684xtpa), a whale holding $125 million worth of BTC short positions added 258 BTC to their position again today. The latest short position is updated to 1,900 BTC, with an average entry price of $63,582, and current unrealized profit has reached $1.794 million. This whale previously persisted in shorting even after being stopped out three times, and added 330 BTC to the position earlier today, pushing the position beyond $110 million (1,742 BTC), earning an additional $118,000 in funding fees.
Odaily News: According to Lookonchain monitoring, Gambler (0xff8...68f1d) has been continuously increasing its BTC short position. It currently holds a short position of 2,000 BTC, valued at $125.37 million, with unrealized profits of $1.79 million, making it the largest BTC short on-chain. The liquidation price is $63,528.92.
According to monitoring by on-chain analysis platform Lookonchain (@lookonchain), whale address 19pFLW purchased another 300 BTC today, valued at approximately $19.03 million. The address currently holds a cumulative total of 1,120 BTC, with a total market value of approximately $70.43 million and an average entry price of $69,294.
On-chain analyst Murphy stated that Bitcoin coins bought in 2025 and held to date are overall at a loss; therefore, excluding wallet transfers, the reduction in this portion of coins mostly implies selling at a loss. Data shows that there are currently still 4.77 million Bitcoin coins from 2025, down 41.5% from the peak in December last year. The downward trend was steeper before February, and while it slowed after February, it still maintains a certain slope, potentially constituting the largest supply side in the current market.
Odaily News According to on-chain analyst Ai Yi's monitoring, a Bitcoin whale who has held positions for three years has a cost basis as low as $20,000, with peak unrealized profits once exceeding $15.31 million. The address deposited 158.7 BTC, worth $10.01 million, into Coinbase 8 hours ago. The funds originated from another address, which withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, the whale did not choose to take profits; if sold now, the profit would be $6.206 million, a decline of more than 40% compared to the peak profit.
According to Lookonchain monitoring, a whale holding 2.93 million HYPE with a total value of approximately $163.37 million has been continuously selling HYPE recently. Two weeks ago, the address sold 1.03 million HYPE, valued at approximately $57.44 million; 1 hour ago, it sold another 923,743 HYPE, valued at approximately $53.02 million. Currently, the address still holds 969,595 HYPE, valued at approximately $55.5 million at current prices.
Odaily News: Citrini analyst jukan posted on X platform, stating that GF Securities Overseas Electronics Newsletter reiterated its Buy rating on Intel with a $136 price target, and believes this stock offering sends a positive signal. The report expects Intel's foundry business to break even in Q4 2027, with margin leverage effects fully reflected by 2028. Yield rates and external customer expansion—especially progress with Apple—are advancing steadily, and the EMIB customer base is also expanding, with customers including Google and AWS. Intel has secured support from substrate supplier Unimicron and will produce silicon capacitors internally. The report raised Intel's expected EPS for 2026 and 2027 by 3% and 1% respectively, maintaining the $136 price target after accounting for dilution effects. Intel expanded its stock offering from the initially planned $15 billion to $20 billion, with institutional demand reportedly exceeding $100 billion. The offering price was $95, and the overallotment option has been fully exercised. CEO Lip-Bu Tan and his family subscribed approximately $12 million at the offering price, which the report believes reflects management's confidence in the company and may support capital expenditure for fiscal year 2027. The report states that Intel reiterated its foundry business will achieve breakeven by the end of 2027; if delayed to 2028, the primary reason would be increased demand for additional investment. The report maintains its previous assessment, expecting 18A yield of approximately 80% in Q2 2026, with CWF already entering the capacity ramp-up phase. External customer collaboration continues to advance, with Apple's 14A high-volume manufacturing being particularly notable. The report raised Intel's back-end business revenue expectations for fiscal years 2027 and 2028 to $1.1 billion and $7 billion respectively, citing improved visibility into AWS Trainium3 adopting EMIB-T in 2027, as well as Google's Humufish and Triggerfish entering production expansion phases from H2 2027 to 2028. The report also expects that AWS and Microsoft ASIC products may adopt EMIB in 2028.
According to the official announcement, Bybit Spot will list KII (KII/USDT) on the spot market at 1:00 PM UTC on August 14. Deposits are now open. Deposits Open: August 13, 10:00 AM (UTC); Trading Starts: August 14, 1:00 PM (UTC); Withdrawals Open: August 15, 10:00 AM (UTC) Kii is a stablecoin-powered, 24/7 on-chain foreign exchange (Onchain FX) infrastructure layer. Kii aims to provide cross-border payments, foreign exchange trading, and financial solutions for enterprises and individual users.
According to on-chain analyst Ai Yi's monitoring, a whale previously shorted Bitcoin on a scale of $114 million. After three stop-losses, the whale added another 330 BTC in the early morning, pushing long positions back above $110 million to 1,742 BTC. The average opening price has been updated to $63,709, with an unrealized profit of $292,000 and an additional $118,000 earned through funding fees.
CryptoQuant analyst Darkfost stated that the share of supply held by Short-Term Holders (STH) in the Bitcoin market is declining significantly, with the current distribution as follows: less than 1 day accounts for 1.2%, 1 day to 1 week accounts for 2%, 1 week to 1 month accounts for 5.6%, 1 month to 3 months accounts for 6.7%, and 3 months to 6 months accounts for 8.1%. He believes that this trend usually appears at the end of a bear market: on one hand, it indicates that the number of Long-Term Holders (LTH) is increasing, with fewer coins in active circulation in the market; on the other hand, it also indicates that new demand has not yet significantly returned.
Bloomberg reported that crypto trading platform Gemini Space Station Inc. announced that following its listing last year, the company has recorded losses for the fourth consecutive quarter. The net loss for the second quarter was $107.7 million, equivalent to a loss of $0.89 per share, higher than the average expectation of analysts surveyed by Bloomberg; the net loss for the same period last year was $133 million. Revenue for the same period increased by 37% year-on-year to $45.5 million, exceeding market expectations.
According to Lookonchain monitoring, a whale placed SPCX limit short orders in the price range of $141.93 to $142.90, with a total size of approximately $203.47 million.