News linked to both this project and an event.
According to Galaxy Research, an address dormant for 13.6 years since December 29, 2012 transferred 85 BTC at block height 962114, valued at approximately $5.4 million. The average holding cost of this address was approximately $13, with book gains of approximately $5.4 million.
According to on-chain analysis platform Lookonchain, MetaPlanet transferred 1,473 BTC 1 hour ago, worth approximately $93.82 million at current prices; Hut 8 also transferred 493 BTC 3 hours ago, worth approximately $31.36 million.
According to monitoring by on-chain analyst Ai Yi, Hyperliquid trader DoshiAtoll opened a 40x leveraged short position of 1,576.23 BTC at 8 AM this morning, with a notional value of approximately $100 million calculated based on the opening price.
Odaily News, according to on-chain analyst Ai Yi's monitoring, a whale added 1,010 BTC to their position for the third time this morning, opening a 40x leveraged short on BTC. The short position has increased to 1,792.56 BTC, worth $114 million, with the average entry price updated to $63,999. Currently, the position shows an unrealized profit of $335,000. This remains the largest BTC position on Hyperliquid.
Odaily News: According to on-chain analyst Ember's monitoring, over the past few days, 4 wallets have collectively opened short positions on Bitcoin worth approximately $340 million near the $64,000 level, as detailed below: 1. One address shorted 1,792 Bitcoin, valued at $114 million, with an opening price of $63,999; 2. One address shorted 1,576 Bitcoin, valued at $100 million, with an opening price of $64,038; 3. One address shorted 1,200 Bitcoin, valued at $76.45 million, with an opening price of $64,418; 4. One address shorted 806 Bitcoin, valued at $51.35 million, with an opening price of $64,398.
比特币在 6.2 万至 6.6 万美元区间震荡数周，ETF 资金流入与矿工及机构抛售形成抵消，周三美国 CPI 数据或成突破催化剂。
Odaily News: According to HyperliquidNews monitoring, a whale deposited $2.441 million USDC into Hyperliquid a week ago and began shorting Bitcoin. After multiple position closures, the whale currently holds short positions on 1,625 BTC, valued at $103.3 million, with account equity of $2.432 million and leverage exceeding 40x. The whale has also used unrealized profits to increase position size. Currently, the liquidation price is 1.12% higher than the current BTC price.
Bitcoin price fell below $64,000 to a one-week low, while gold rose to a nine-week high of $4,435/ounce, with retail investors pouring $50 million into gold ETFs in a single day.
Odaily News: According to Arkham monitoring, Galaxy Digital just transferred 600 BTC to Binance, worth $38.4 million, suspected to be a sell-off.
Odaily News According to Gate Ventures' latest weekly report, global risk assets have shown a clear recovery over the past week, with major US stock indices collectively hitting new all-time highs. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average rose 3.58%, 5.19%, and 2.96%, respectively. The crypto market also rebounded in tandem, with BTC up 2.1% on the week and ETH up 1.4%, bringing the total cryptocurrency market cap up 1.4%. On the capital flows front, BTC spot ETFs recorded net inflows of $853 million for the week, while ETH spot ETFs saw net inflows of $244.9 million, indicating further improvement in institutional demand.In terms of industry developments, the integration of traditional finance and blockchain continues to advance. BlackRock has appointed JPMorgan to push forward the tokenization of a European money market fund, exploring 24/7 transfer of blockchain-based fund shares. Grayscale has filed an S-1 registration statement for the first US Worldcoin ETF, further deepening the connection between digital assets and traditional financial markets. Stablecoin infrastructure also remained active, with Yellow Card completing a $40 million strategic funding round and planning to expand its stablecoin account and payment infrastructure into Latin America and the Asia-Pacific markets.On the investment and financing front, eight deals were completed last week, with total disclosed funding reaching $90.64 million, focused on the infrastructure track. Overall, market risk appetite has seen some recovery, with institutional-grade blockchain infrastructure, stablecoins, and asset tokenization remaining key areas of continued industry focus.
Bitcoin analyst Plan B stated on the X platform that the core of Bitcoin's long-term value lies in scarcity, not short-term price fluctuations.Plan B believes that many people focus on Bitcoin's price charts, while the S2F model he uses focuses on the degree of asset scarcity. This model measures scarcity through "existing supply ÷ annual new production," where the S2F for gold is approximately 60. Due to Bitcoin's fixed total supply of 21 million coins and its predictable issuance schedule, its S2F is currently around 120 and continues to rise over time.The Bitcoin halving mechanism is an important driver of the S2F model. Approximately every four years, the Bitcoin network reduces the block reward by half, decreasing new supply and roughly doubling the S2F level, making it the core supply-side event observed by the model.Plan B emphasized that the S2F and its upgraded version, the S2FX model, predict long-term average value rather than precisely forecasting market tops or bottoms. Bitcoin's price typically fluctuates around the model's estimated value, and investors should focus on multi-year cycle averages rather than single-day price highs. Additionally, Plan B believes that as scarcity increases, Bitcoin is undergoing different stages of development, including proof of concept, payment network, "digital gold"/store of value asset, and institutional-grade financial asset. Each increase in scarcity could bring new market narratives and capital inflows.However, Plan B also reiterated that "all models are wrong, but some are useful." He stated that the S2F model is merely a tool for long-term understanding of Bitcoin's scarcity, not a trading signal or a "crystal ball" for price prediction. Although the model has withstood major events such as the COVID-19 pandemic and China's mining ban, it still has limitations.
Odaily News: Asset management firm BlackRock has lowered the minimum threshold for in-kind Bitcoin conversions of the iShares Bitcoin Trust (IBIT) from $25 million to $1 million, a 96% reduction. This mechanism allows authorized participants to exchange Bitcoin for IBIT shares instead of settling in cash. Robbie Mitchnick, BlackRock's Head of Digital Assets, said in an interview on Bloomberg TV that Bitcoin holders can now convert BTC to IBIT in kind with a minimum amount of $1 million. Previously, the threshold was $25 million, primarily targeting large market makers and institutional trading desks. Over the past three consecutive trading days last week, IBIT attracted $479 million in inflows, accounting for approximately 76% of total spot Bitcoin ETF inflows during the same period. In early August this year, U.S. spot Bitcoin ETFs recorded net inflows for five consecutive trading days, accumulating over $750 million for the week. (Bitcoin.com News)
According to on-chain analyst Onchain Lens (@OnchainLens), FalconX deposited a total of 300 BTC into Coinbase in two transactions today, valued at approximately $19.18 million. The first 200 BTC were transferred about 6 hours ago, followed by another 100 BTC within the next few minutes.
此前消息，Ki Young Ju 发文表示，CME 对冲基金罕见转为 BTC 期货净多头，大户正看涨比特币。
According to monitoring by on-chain analysis platform Lookonchain (@lookonchain), whale address bc1qdj sold a total of 1,274 BTC via Cumberland, FalconX, and Galaxy Digital 6 hours ago, valued at approximately $81.5 million.
According to data monitored by Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $144.6 million yesterday. The main outflows came from Grayscale GBTC (-$52 million), BlackRock IBIT (-$53.6 million), and Fidelity FBTC (-$40.3 million). Only Grayscale Mini BTC recorded a net inflow of $37.1 million, while the remaining products saw no fund movements.
Last week, major assets closed higher across the board: July Non-Farm Payrolls -23k severely dampened rate hike expectations, the USD broke below 100, and Gold and Crypto benefited in tandem. BTC/ETH ETF weekly net inflows were $853M/$245M, the third-largest institutional buying week of the year. Core risk this week: 8/12 CPI (08:30 ET), determining the direction of September rate hike expectations. Strategy advances on three fronts: Sell ETH weekly expiry $1,800 P (annualized ~15-20%), Sell HYPE 1D $52 P (annualized ~70%, newly listed on Bybit), Sell XAUT 1D $4,360 C (annualized ~30-60%). All three positions must be reduced to safe levels before CPI.
According to monitoring by on-chain analysis platform Lookonchain (@lookonchain), the current high-leverage battle between Bitcoin longs and shorts continues to intensify. On the short side, 4 traders collectively shorted 3,895 BTC (approximately $249.4 million), with liquidation prices at $64,600.83, $66,281.28, $66,305.03, and $66,545.09 respectively; on the long side, 2 traders collectively went long 1,547 BTC (approximately $99.08 million), with liquidation prices at $61,200.15 and $61,831.74 respectively.
Odaily News: According to blockchain analyst Ai Yi's monitoring, this whale added 533.02 BTC to its short position early this morning, increasing its holdings to 1,313 BTC, worth approximately $84.02 million, with an average entry price of $64,183. It is currently showing floating profits of $251,000 and remains the largest BTC position on Hyperliquid. The position was opened on August 5, and the whale had previously added to it after incurring a loss of $811,000; last night, Bitcoin fell below $64,000 for the first time in recent days.
According to on-chain analyst Ember (@EmberCN), on-chain address 0x8c96 opened a short position of 1,100 BTC (approximately $70.41 million) at $64,487 7 hours ago. Currently, the unrealized profit is approximately $530,000, and the current liquidation price is at $66,305.