The information flow is too fast, and in-depth analysis articles are easily drowned out by hot topics. The "Weekly Editor's Picks" column extracts these content with judgment value from the vast amount of information, helping you filter out the noise and retain insights to provide inspiration.
Macro Situation
Investment and Entrepreneurship
Bull Market: Four major reasons for the overnight surge in the crypto market
The U.S. Treasury unexpectedly "released liquidity", lowering long-term rates and boosting risk appetite;
The White House crypto summit combined with SEC regulatory easing has shifted the policy sentiment to positive;
The trend of outflow from Bitcoin spot ETF has reversed, with whales accumulating on dips;
The concentrated short positions with leverage were forcibly liquidated, forming a typical "short squeeze" market.
For further reading: 《What did Trump say during the overnight crypto surge?》《Institutions have already gone bottom fishing, is Bitcoin at 70,000 the start of a bull market or a local peak?》.
Orderly deleveraging in progress: A deep review of the crypto lending and futures market in Q2 2026
The significant difference between this round of market and the previous bear market is that unpaid loans are declining steadily and stepwise, rather than collapsing all at once. The moderate downward pace represents a healthier deleveraging cycle: the driving factor is the market actively reducing risk step by step, rather than large-scale forced liquidations or counterparty defaults.
Pump.fun, Hyperliquid, Uniswap, Chainlink.
A total of 377 publicly disclosed financing events in the crypto industry in the first half of 2026 amounted to approximately 11.2 billion dollars.
Each financing with a disclosed amount has flowed into businesses that require regulatory approval to operate.
The top three sectors are: Payments and stablecoins 3.7 billion dollars, prediction markets 2 billion dollars, exchanges and trading platforms 1.7 billion dollars.
After CZ's one-click triple connection, the 16-year-old's on-chain CPU project became popular
Blonskr designed the on-chain CPU Behemoth using its launched protocol TapeOut Protocol, essentially still belonging to the EVM mining game mode, but the gameplay is "circuit design".
Also recommend: 《From hedge funds to family offices, who is quietly increasing HYPE exposure through PURR?》.
AI & Storage
Is AI inference changing the NAND cycle? What does Sandisk's stance on storage chip stocks signify?
NAND is gradually becoming an AI capacity layer alongside HBM and DRAM, rather than just a traditional commodity storage product.
Sandisk expects that by 2030, enterprise data center flash memory demand will reach 1.2 ZB and is developing High Bandwidth Flash specifically for AI inference.
Storage manufacturers like Sandisk and Samsung are beginning to adopt longer-term customer agreements, which may improve demand visibility and reduce the risk of over-expansion.
AI will not make the NAND cycle disappear. What truly deserves attention is whether stronger bit demand and better supply discipline can reduce the volatility of future cycles.
The Korean retail investors' operation of "changing the venue without changing the bet" has not only failed to effectively disperse risks, but also the prevalence of ADR premiums and leveraged products is a typical signal of speculative overheating, which may create greater fluctuations in local markets.
AI remains at the center of top investors' focus, with funds clearly being repriced around the AI industry chain. "AI will continue to grow" seems to be a no-brainer, but the question lies in who will truly turn their investment into profit in the next stage.
Arthur Hayes returns to the role of "project head", positioning the new project Flop Labs as a native currency network for the AI Agent economy. Arthur calls it "fuel for your AI agent", aiming to become the native currency and verifiable computation settlement layer for the Agentic Economy, rather than being an Agent itself, launching a platform, or a pure computing power network.
The only relatively certain way to participate in the airdrop is to apply to become one of the four roles in Flop Labs.
Policy and Stablecoins
The U.S. Securities and Exchange Commission (SEC) officially released a new rule proposal called "Regulation Crypto Assets" on August 18, local North American time, establishing a "tailored" issuance framework for investment contracts involving crypto assets.
This is the most significant substantive measure in the crypto regulation field since SEC Chairman Paul Atkins took office and also signals a proactive alternative path by regulatory agencies against the backdrop of the ongoing stagnation of the "CLARITY Act" in Congress.
Startup exemptions and financing exemptions have made the issuance of altcoins in the U.S. completely legal.
"Regulation Crypto Assets" is currently still in the proposal stage and has not yet come into effect, still needing to undergo a complete feedback, revision, and formal passage process, which is expected not to be completed in the short term (within a few months); while the legislative process of the parallel "CLARITY Act" is equally filled with uncertainty.
Airdrop Opportunities and Interaction Guide
Meme
Ansem is selling the "new Meme endorsement," with a promotion fee of up to 98,000 dollars
Overseas Meme KOL Ansem has launched the Ansem.io token issuance platform, with the core mechanism of token issuance similar to Pump.fun, but more differences in operational aspects: Ansem.io prices Ansem's personal influence, and tokens created on the Ansem.io platform can obtain Ansem team's endorsement as long as sufficient "resources" are purchased. The Ansem.io platform also greatly empowers the Meme coin ANSEM, encouraging Meme project parties to buy and burn ANSEM, and ANSEM holders can receive Meme airdrops for free.
Ansem.io is essentially Ansem's personal paid promotion platform, with a business model not deriving commissions from token trades, but rather earning promotional fees for Memes and empowering the ANSEM token.
Turning KOL personal influence into a Launchpad product, Ansem can be considered the first.
Ethereum
ETH returns to the golden line, what is different about this round of rebound?
Ethereum ETF fund performance outperforms Bitcoin, with several institutions increasing their positions against the trend; over one-third of ETH is staked, and declining yields may weaken its attractiveness.
Multi-Ecosystem
On the eve of HYPE explosion: AQAv2 begins profit calculations this month, HIP-4 is gearing up
HYPE jumps 26.86%, approaching a new high, what is the market buying?
Weekly Hotspot Review
Policy and Macro Market
SEC Committee passes the "Crypto Asset Regulation" proposal, commissioners voted separately outside of the public meeting;
The U.S. dollar faces risks, U.S. debt repurchase plans resemble yield curve control;
Wall Street's "fear index" hits a year-low, increasing risks of a fall sale in the U.S. stock market;
U.S. retail investors start a "buying spree" of put options, but the underlying bullish setup remains intact;
Jensen Huang steps in to soothe the AI computing market: Nvidia may provide up to 25% residual value support mechanism for individual investment projects;
Anthropic expects IPO scale to match or exceed SpaceX, with plans to file publicly by the end of this month;
Opinions and Voices
Trump: The U.S. SEC Chairman is pushing Hyperliquid to enter the U.S. compliantly, urging Congress to pass the "fair version" of the Clarity Act, the United States has completely ended its "war" against the crypto industry and is leading the industry development;
AI Father Hinton agrees with Musk: AI may lead to massive unemployment, job patterns in the next 10 years are hard to predict;
Serenity: Following Nvidia to layout AI trends, the market always realizes opportunities after they are realized;
Institutions, Large Companies, and Leading Projects
Harvard stops reducing its Bitcoin ETF holdings, U.S. university funds' crypto exposure is in a wait-and-see period;
Strategy releases an investor briefing: 840,000 BTC forming a bottom, the digital credit strategy becomes a growth engine;
Compound Finance approves a record 52 million dollar budget, shifting towards institutional clients;
Kaito restarts the "mouth economy," but many people are afraid to install the new plug-in;
Data
SK Hynix leveraged ETF holders at high levels face losses difficult to recover: average losses exceed 76%, recovery requires more than a 300% rise;
Bull Market unexpectedly became popular, with the same named Meme soaring;
Security
SafePal has seen information leakage affecting nearly 40,000 users (interpretation)...
Attached is the portal to the "Weekly Editor's Picks" series. See you next time~
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