Viewpoint: U.S. SEC proposes to restart public token financing, but ICO market demand has weakened significantly.

According to monitoring by TradingBeats (formerly Hyperinsight), Polymarket trader "xm39"—who had previously bet on both "the U.S. will invade Iran before 2027" and gone long on crude oil—began scaling back positions on both sides of the "escalating war" thesis yesterday, flipping to short crude oil this morning. Yesterday, its associated address 0x40f liquidated 175,900 WTI crude oil long positions for ~$14.253 million, incurring a $282,000 loss. About two minutes later, "xm39" sold its Polymarket war prediction positions in bulk: 1.1823 million "Yes" contracts for "the U.S. will invade Iran before 2027" via 50 trades. At sale, the market-implied probability of the event was ~14.1%, generating ~$166,700 in proceeds. The sale covered 75.5% of its position, leaving 383,100 contracts. As of press time, the market-implied probability of the U.S. invading Iran before 2027 has fallen further to 12.5%. The average entry probability for its remaining contracts is ~23.28%, with a current value of ~$47,900, an unrealized loss of ~$41,300, and a 46.3% loss rate. Early today, the address opened 122,500 CL (crude oil) short positions, currently holding a $10.183 million full-position short with 20x leverage, ~$30,000 in unrealized profit, a 5.9% return rate, and a $93.09 liquidation price. It set 7 stop-loss orders at $83.522–$84.001, covering ~91.3% of its current short. WTI crude oil rose 1.6% overnight to $83.53, driven by cooling U.S.-Iran talk expectations and resurgent supply risks, though prices are still down ~4.3% this week. The 0x40f short was built right after the overnight rebound. Earlier context: Trader "xm39" had predicted crude oil would keep rising, boosting his position to $48 million in on-chain perpetual contracts. Perpetual and address analysis tool TradingBeats is now live, supporting real-time Hyperliquid data viewing, address-based whale operation tracing, and in-depth analysis at a glance.

According to monitoring by TradingBeats (formerly Hyperinsight), ENA is trading at $0.1686, up approximately 16.3% in the past 24 hours, with a trading volume of around $138 million and open interest of about $73.773 million. ENA hit a low of $0.07696 on July 30, and has since rebounded roughly 119.1% from its near-month low; it reached an intraday high of $0.18994 today, and is now down about 11.2% from that peak. A whale address starting with 0x0911 went long on ENA on July 28, roughly two days earlier than the aforementioned stage low, and has held the position for about a month. Currently, the whale holds a 10x fully leveraged long position on 9.453 million ENA tokens, with a position value of around $1.594 million, an average entry price of $0.09498, and an unrealized profit of approximately $696,000, translating to a return of 775.5%. TradingBeats, an on-chain Perpetual (Perp) and address analysis tool, is now live, supporting real-time viewing of Hyperliquid data—from tracing whale operations to in-depth address analysis, all accessible at a glance.

According to Bloomberg, ahead of Federal Reserve Chair Walsh’s speech at the Jackson Hole Economic Symposium, multiple Fed officials have sent mixed signals on inflation and interest rate outlooks, with their main disagreement centered on whether current rates are sufficiently restrictive for the economy. Kansas City Fed President Jeff Schmid argued that short-term rates could still be accommodative, meaning the Fed has more work to do. Cleveland Fed President Beth Hammack similarly noted that current rates are not restrictive enough for the economy, and further policy tightening is needed to bring inflation down to the 2% target within a reasonable timeframe. Boston Fed President Susan Collins, meanwhile, said current rates are "moderately restrictive". Chicago Fed President Austan Goolsbee said the Fed can continue to wait for inflation data, but he would be concerned if services inflation remains high or rises again. The U.S. July PCE price index rose 3.7% year-over-year. Interest rate futures show the market pricing in a roughly 36% probability of a Fed rate hike in September. The Fed kept the federal funds rate at 3.5% to 3.75% in July, with three officials backing a rate hike at that meeting. Walsh is scheduled to speak at 22:00 Beijing time on August 28.

According to GMGN market data, today’s meme coin market has entered a phase of divergence. Strong-performing tokens on Robinhood Chain have pulled back from their highs, but capital has not significantly exited the market—instead, it is continuing to seek new relay opportunities within the chain. The AI-themed meme coin Artificial Inu (AI) hit a new all-time high, while FONE has emerged as a standout on Solana, with the short-term market still focused on high-volatility meme coins. On Robinhood Chain, CASHCAT has pulled back after hitting a phase high, currently trading at ~$0.203, with a market cap of ~$204 million. Its all-time high market cap stood at ~$257 million, down 12.1% in 24 hours, and 24-hour trading volume is ~$34.1 million. PONS also corrected from a high, currently priced at ~$0.112, with a market cap of ~$114 million, all-time high ~$149 million, down 8.6% in 24 hours, and 24h trading volume ~$15.7 million. Meanwhile, Artificial Inu (AI) continues to strengthen, hitting an all-time high market cap of $95.7 million at one point. The meme coin is currently trading at ~$0.0878, with a market cap of ~$87.17 million, up 50.4% in 24 hours, and 24h trading volume ~$15.5 million. AI’s core narrative combines AI and Inu dog themes, making it one of the strongest relay tokens on Robinhood Chain recently. The new hotspot on the Solana network is FONE, a meme coin currently priced at ~$0.0222, with a market cap of ~$22.1 million, all-time high ~$32.2 million, up 692% in 24 hours, and 24h trading volume ~$80 million. Full name apeonfone, FONE is a newly launched phone-themed meme coin on Solana that has quickly attracted short-term capital thanks to its new token narrative and extremely high turnover.

Beating AI Newsflash: TIME Unveils 2026 TIME100 AI, the fourth edition of its annual AI power list. NVIDIA CEO Jensen Huang and DeepSeek CEO Liang Wenfeng, both featured in the "Leaders" category last year, are absent from this year’s lineup. YUANZHI LING’s Yang Zhilin, however, makes his debut in the "Innovators" category. TIME Editor-in-Chief Sam Jacobs specifically highlighted him, noting that YUANZHI LING’s models have garnered "extraordinary attention" over the past year, sometimes outperforming even the most advanced U.S. rivals. This year’s "Leaders" category includes OpenAI’s Sam Altman, Mark Chen, and Greg Brockman, while Anthropic’s Dario and Daniela Amodei also made the cut. Chinese entities with representatives on the list include ByteDance, Alibaba, Huawei, SMIC, YUANZHI LING, Zhipu AI, Manus, Zhiyuan Robotics, and BYD. Many new faces this year are agent and AI tool entrepreneurs: Cursor CEO Michael Truell, OpenClaw creator Peter Steinberger, and Manus founder Xiao Hong all landed in the "Innovators" category. Perhaps the most surprising addition is Ben Affleck. The Hollywood actor, famous for playing Batman, was also named to the "Innovators" list. His company InterPositive uses AI for film post-production. Netflix acquired the firm in March this year, with the cash deal valued at roughly $587 million, and Affleck joined Netflix as a senior advisor post-acquisition.

Per an official announcement, Bitget has launched HPQ (Hewlett-Packard) stock perpetual contracts. The contracts are settled in USDT, support up to 20x leverage, and are available for 24/7 trading. As of now, Bitget offers a total of 295 stock contract underlyings.