Fei-Fei Li unveils Atlas: A 3D world can be reconstructed from just a few photos, enabling free movement of virtual cameras.

According to monitoring by TradingBeats (formerly Hyperinsight), a whale self-named "喜欢梭哈 allin.eth" was liquidated on its long gold position today. The address opened a long GOLD position on August 31 at an average price of $4,422.3, using 20x isolated leverage, with a position size of nearly $2 million. During today’s gold price drop, it first voluntarily reduced its position by 154.20 units near $4,311, incurring a loss of approximately $17,200. The remaining 298.05 units were then liquidated by the system at around $4,290.06, with a liquidation value of about $1.279 million, leading to an additional loss of roughly $39,400. The entire gold trade resulted in a total loss of approximately $56,600. As of press time, the address’s gold position has been reduced to zero, but the account is not fully liquidated: it still holds a long xyz:CBRS position worth around $187,000; its cumulative historical PnL for perpetual contracts remains approximately positive $308,000. Additionally, the on-chain wallet controlled by this address corresponds to the public Polymarket account "Azen". It once invested roughly $999 in a very early bet that "the Federal Reserve would cut rates by more than 50 basis points after its September meeting", ultimately netting a profit of about $1,890. However, this is currently the only completed public transaction by Azen on Polymarket. Address: 0xfe40fa3decfc6dc555f4ad7736d0dd65ccbd4743. On-chain perpetual and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, enabling full deep analysis from address tracing to whale operations.

Beating AI News Flash: Anthropic adds "context locks" to Claude’s hidden reasoning. Fable 5.1’s encrypted reasoning generated via API must now be returned exactly as it was when created, alongside the system prompt, tools, and historical messages used to generate it. If any preceding content is altered, the API will either throw an error or discard the reasoning segment entirely. This change is designed to prevent model distillation. Earlier, researchers found that while Claude’s encrypted reasoning is unreadable to users, it can be fed back to Anthropic’s compatible models. Attackers could prompt Opus to produce high-quality reasoning, then insert the encrypted block into the less secure Haiku model, tricking it into outputting Opus’s full reasoning process. This amounts to not only copying the large model’s final answer, but also stealing its step-by-step reasoning from the "scratch pad". When Anthropic launched Fable 5 in June, it already rolled out a fix by binding encrypted reasoning to the model, blocking it from being sent to smaller models like Haiku for decryption. Fable 5.1 now adds "conversation binding": as long as the model remains unchanged, modifying the preceding prompt, tools, or chat history will invalidate old reasoning. This lock is not yet fully enforced. It will only be mandatory for new API accounts created after August 31 when calling Fable 5.1; existing accounts are temporarily unaffected. Claude.ai, Claude Code, Cowork, and other Claude models are excluded from this update. Anthropic states that future new models will enable these rules by default for all users.

Nasdaq-listed Hyperliquid Strategies (HSI) has increased its committed equity financing facility with Chardan Capital Markets from $1 billion to $2.5 billion, a 150% rise. The financing mechanism allows the firm to raise capital via new share issuances for its HYPE reserve strategy. As of June 30, HSI held approximately 29.3 million HYPE tokens, with related assets totaling around $1.904 billion. The company had earlier raised $646.6 million through this financing arrangement and deployed $773.4 million to acquire an additional ~16.5 million HYPE tokens, at an average cost of $46.77 per token. The amendment also imposes stricter limits on low-price share issuances: after cumulative share sales of $1 billion under this facility, if the issuance price falls below $12.02, the actual number of shares issued shall not exceed 42.6418 million, equivalent to 19.99% of the pre-amendment outstanding shares, unless approved by shareholders or subject to other applicable exemptions.

After arriving in Venezuela, US Energy Secretary Wright stated that relevant agreements to be signed in Caracas by U.S. and other international oil companies will drive Venezuela's crude oil production to more than double over the next few years. Venezuela's crude oil output once topped 3 million barrels per day in the late 1990s, but has since fallen sharply due to underinvestment, mismanagement, and U.S. sanctions. In recent months, the country's crude oil production has hovered around 1.1 to 1.2 million barrels per day. Wright said the investments tied to these deals will "significantly boost" available oil supplies, exerting downward pressure on oil prices. He also noted that the biggest bottleneck for current gasoline and diesel prices is refining capacity. Wright added that thanks to the Trump administration's measures to relax refinery regulations, U.S. gasoline prices are expected to decline in the coming weeks. (Jinshi)

According to monitoring by TradingBeats (formerly Hyperinsight), the whale address starting with 0xe2ad, which had pre-placed a ~$60 million BTC buy order plan (previously ~$80 million, adjusted later), saw its first trades hit early this morning. The address has passively accumulated 121.53 BTC, with a trading volume of ~$9.2974 million, an average price of $76,499.5, accounting for ~15.4% of the total plan. As of press time, the address holds a 20x leveraged long position of 121.53 BTC, with a position value of ~$9.386 million, an average cost of $76,499.5, an unrealized profit of ~$89,000, and a return of ~19.1%. It still has 17 non-position-reduction limit orders remaining, planning to buy another 671.04 BTC with a nominal amount of ~$50.88 million. The order prices are concentrated between $75,479 and $76,245, with a weighted average order price of ~$75,821.5, ~1.3% to 2.3% below the current price. If all remaining orders are filled, the address' BTC long position will expand to ~792.58 BTC. Calculated from filled orders and existing orders, the total plan size is ~$60.177 million, with an average cost of ~$75,925.5. Previous news: A nearly $80 million BTC buy order was pre-placed; a new address plans to go long on on-chain perpetuals near $75,000. On-chain perpetual and address analysis tool TradingBeats is now live, supporting real-time Hyperliquid data viewing, tracing whale operations from addresses, and providing in-depth analysis at a glance.

TD Cowen analyst Lance Vitanza has set Bitcoin’s year-end 2026 target price at $97,500, representing roughly 25% upside from its recent level of around $78,000. Meanwhile, TD Cowen cut its prior year-end 2026 base forecast of ~$140,000 to ~$100,000, and significantly lowered its previously more optimistic long-term outlook. Vitanza noted the revision stems primarily from recent Bitcoin price weakness, not a deterioration in company fundamentals or market structure. Currently, BTC trades in a recent range of approximately $58,400 to $78,000, with a maximum drawdown of over 50% from its prior peak above $126,000, and monthly drawdown once exceeded 20%. A clearer regulatory landscape and inclusion in broader indices remain TD Cowen’s identified potential catalysts for market recovery. For Strategy, TD Cowen trimmed its target price from $400 to $260 but retained a "Buy" rating. The adjustment is driven by the downward revision to Bitcoin’s price forecast, not a change in views on Strategy’s operational performance or capital structure. Separately, TD Cowen initiated coverage on Strive, projecting the firm will hold over 27,100 BTC cumulatively by the end of 2026, and assigned a $32 target price, implying roughly 33% upside.