Analysis: Bitcoin’s apparent demand has improved significantly, but structural hoarding volumes remain insufficient to fully absorb new supply.

According to HTX market data, COW has surged past $0.15, currently trading at $0.1503, with a 24-hour increase of 50.65%.

According to CCTV Finance, a rare scene this week saw Jensen Huang, NVIDIA’s CEO, team up with six major Wall Street asset management firms to endorse the concept of establishing AI computing power as an independent asset class. Analysts view this as Huang putting his proposed token economics into practice, and note that the AI boom is evolving from a technological race to a capital race. However, the latest initiative has raised investor concerns over "circular financing" and debt risks. In response to the doubts, Huang personally stepped in to reassure the market, stating that NVIDIA may provide a residual value support mechanism of up to 25% for individual investment projects and will conduct careful evaluations of each project. Subsequently, market sentiment eased slightly.

According to a market survey by investment bank Lazard, investors in the private equity fund secondary market are changing how they evaluate potential software investment targets. As they wait for the disruptive impact of AI on business models and valuations to become clearer, they are often "shifting capital to other investment opportunities". The investment bank noted that the vast majority of respondents (91%) believe the main moat for software companies to counter AI threats and avoid their products becoming obsolete is "proprietary data advantages and network effects that AI cannot easily replicate". Lazard added that as of June this year, only 4% of respondents said their approach to investing in the software industry has not changed.

Binance founder CZ posted on social media, stating, "As of August 2026, over 20.07 million Bitcoin will have been mined, leaving only roughly 4.4% of its total supply left to mine. I estimate that 10% to 20% of existing Bitcoin has been lost, is inaccessible, or cannot be recovered. It is a deflationary asset."

According to CCTV International News, Iran's Judiciary Chief Ejei stated today that the absurd remarks made by the US President regarding the Strait of Hormuz stem entirely from his personal delusion. In the real world, Iran is the real owner and dominant power of this vital international waterway. Ejei emphasized that Iran has proven militarily that the Strait of Hormuz is an integral part of Iran's territory and sovereignty.

Bitcoin and Ethereum ETFs together recorded combined net inflows of $1.1 billion last week, ending a trend of sustained net outflows that has persisted for most of 2026, as institutional capital flows back to the crypto market. BlackRock’s Bitcoin ETF IBIT was the main source of these inflows, accounting for roughly 80% of total inflows into Bitcoin ETFs. However, market trading activity remains relatively subdued, with BTC ETF volumes hitting their second-lowest level since October 2024 last week. Prior to this, BTC and ETH ETFs had faced persistent net outflow pressures. As market sentiment improved, institutional investors resumed increasing their digital asset allocations, resulting in a clear reversal in ETF fund flows. Market analysts note that IBIT has remained the primary channel for institutional capital to enter the Bitcoin market, showing that traditional financial institutions still prefer gaining crypto exposure via regulated ETF vehicles.