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Aug 19
01:28

Unitree Robotics’ angel investor Yin Fangming, who invested 2 million yuan in 2016, saw his stake value surge to 12.292 billion yuan intraday on the company’s STAR Market debut, now at 9.878 billion yuan, a paper gain of 9.876 billion yuan (4,938x). After accounting for his personal equity and prior transfers, his total return exceeds 819 times his initial investment.

US Stocks
01:23

Danske Bank analysts predict the Federal Reserve will raise interest rates in December 2026 and March 2027 to counter inflation, lifting the key policy rate to 4.00%-4.25%. They note that while hikes could come earlier, recent disappointing data has balanced the risks. Money markets currently price in a 23bp hike in December and 33bp cumulative by March 2027.

Macro
01:22

Unitree Technology’s stock price gains narrowed to 486% in the afternoon, trading at 883.85 yuan. On trade.xyz, Unitree’s contract price is reported at $123.63.

US Stocks
01:17

A-share humanoid robot stocks continued to decline in the afternoon, with over 10 stocks hitting the daily limit down, including Julong Intelligent and Wuzhou Xinchun. Green Harmonic, Jiangsu Beiren, Fengguang Precision, and Shangwei New Materials fell more than 15%.

US Stocks
01:13

MayaChain has halted its network following an estimated $1.7 million exploit. Preliminary analysis indicates six chained bugs allowed a 23-message transaction to drain 48.87 million CACAO tokens, causing the token to drop nearly 89%.

Crypto
01:00

VanEck reports 8 of 12 capitulation indicators have triggered, suggesting Bitcoin’s 11-month correction may be nearing completion. Analysts like Bitwise’s Matt Hougan see bottom signals, while glassnode warns of potential downside to $52,800 if $58,500 breaks. Mixed views persist, but institutional inflows via ETFs are improving.

CryptoMacro
00:30

Unitree Robotics (688836.SH) surged 629% on its STAR Market debut on August 19, reaching a market cap of 445 billion yuan, making it the ‘first humanoid robot stock’ in A-shares. The company, which is the only profitable humanoid robot maker, saw its founder Wang Xingxing become China’s richest post-90s entrepreneur. Despite high valuation concerns, strong investor demand and strategic backing from DeepSeek, Tencent, and others highlight the market’s enthusiasm for the sector.

CryptoUS Stocks
00:00

The US Department of Justice is investigating venture firm Andreessen Horowitz for potential antitrust violations related to its partners serving on boards of competing AI companies, including Databricks and Fivetran. The probe, ongoing for nearly a year, focuses on interlocking directorates, a rarely used 1914 law. The investigation continues despite the unconditional approval of Fivetran’s acquisition of dbt Labs.

MacroUS Stocks
Aug 18
23:58

The US Financial Accounting Standards Board (FASB) has proposed that stablecoins can only be classified as cash equivalents if holders have direct redemption rights with the issuer and the tokens are backed by one-to-one liquid reserves, with secondary-market liquidity alone insufficient. This move could impact how companies account for stablecoin holdings.

CryptoMacro
23:00

Sovereign bond markets worldwide are experiencing their most severe selloff in decades, with long-term yields surging due to inflation concerns, fiscal expansion, and structural demand shifts. US 30-year yields hit 5.33%, the highest since 2007, while France, Germany, UK, and Japan also saw multi-year or multi-decade peaks. This repricing is driven by real yields, as market inflation expectations remain stable, and is pressuring governments’ financing costs and political dynamics.

MacroUS Stocks
22:58

Seven major funds including Berkshire Hathaway, Duquesne, H&H International, Himalaya Capital, ARK, Oriental Harbor, and Situational Awareness disclosed Q2 13F filings. Key moves: Buffett’s Berkshire boosted Alphabet, Druckenmiller rotated within AI semis, Duan Yongping and Li Lu increased PDD, Dan Bin went all-in on AI hardware, and ARK bought SpaceX. The consensus is continued AI investment but with shifts in value chain focus.

US Stocks
22:46

Arthur Hayes announced his return to lead Flop Labs and its new project, Flop Network, which aims to create a resource trading and payment system for AI agents using the FLOP token. The network plans to connect AI agents, GPU providers, and validators, with a large airdrop scheduled for Q4 2026 and genesis block in Q1 2027. However, the project is still in early stages, lacking detailed technical documentation and a clear mechanism for its ‘Proof-of-Useful-Inference’ protocol.

Crypto
19:26

The SEC committee approved the ‘Crypto Asset Regulation’ proposal via seriatim voting, allowing certain crypto issuances to raise up to $75M annually without SEC registration and establishing a conditional safe harbor. Meanwhile, BSC meme coin ‘Bull Comes’ briefly exceeded $40M market cap. Other news: Hyperliquid and tradeXYZ proposed pre-IPO perpetuals to SEC, and Chainalysis sued the US government over an ICE contract awarded to TRM Labs.

CryptoUS Stocks
18:56

Pennsylvania Governor Josh Shapiro has ordered new restrictions on large data centers to protect residents from rising electricity costs and give communities more control over proposed projects. The move comes amid growing backlash against the energy demands of AI infrastructure.

MacroUS Stocks
18:31

Mozilla is testing an optional ‘Smart Window’ feature in Firefox that places an AI assistant of your choice next to your tabs, with a toggle to disable it. The feature aims to enhance browsing productivity while respecting user privacy.

Crypto
17:55

Uniswap founder Hayden Adams’ first blog post since 2019 argues that AMMs will dominate tokenized stock markets, trading against index funds rather than dollars. A former XTX trader counters that AMMs are going to zero, sparking a debate among traders and investors.

RWACrypto
17:49

A tracking device placed in a rare book order led to a Las Vegas facility where Amazon strips bindings to scan pages for AI training data. The books are then destroyed, raising concerns about the use of copyrighted material without permission.

Crypto
17:42

ZK infrastructure firm Aligned has released unlock schedules and claiming networks for an 8.74% ALIGN token airdrop, though the token launch date remains unset. The company’s public auction site now states the sale was canceled, adding uncertainty to the distribution.

RWACrypto
17:24

The US SEC has proposed new rules that would offer companies a safe harbor from tokens being classified as investment contracts, along with certain exemptions for token issuance. This move comes as the CLARITY Act remains unpassed, signaling a regulatory shift toward clearer crypto guidelines.

CryptoMacro
17:20

Researchers found that arguing with people on X may trigger the algorithm to feed users more content that clashes with their values, creating a feedback loop. The effect is stronger among Democrats, according to the study.

Crypto
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