137 · Market Pulse ✨ 9-2 24H Market Highlights — Quick Overview 1/ U.S.-Iran conflict escalates sharply, with rising tensions in the Middle East impacting global markets; 2/ Bitcoin ETFs recorded $3.5 billion in net inflows in August, the highest monthly total since July 2025; 3/ SB Energy files for an IPO, with significant reliance on OpenAI, targeting a $5–7 billion fundraising; 4/ HYPE treasury company PURR doubles its equity financing capacity to $2.5 billion; 5/ OpenAI and Anthropic release new AI models on the same day; 6/ Ethena launches a USDe-backed Money App, now available across 48 countries; 7/ Binance launches options trading on approximately 1,000 U.S. stocks and ETFs; 8/ Cathie Wood’s ARK Invest purchased 456,059 shares of Block, worth approximately $37 million, across three ETFs, while also adding $3.4 million worth of Circle shares; 9/ HYPE is added to the Nasdaq CME Crypto Index, while major whale position shifts draw market attention; 10/ Key Economic Data & Central Bank Decisions — September 2: Markets are watching Australia’s Q2 GDP YoY at 09:30, the Reserve Bank of New Zealand rate decision at 10:00, U.S. August ADP employment data at 20:15, U.S. July factory orders at 22:00, EIA crude oil inventories and the Bank of Canada Governor’s press conference at 22:30, followed by the Federal Reserve’s Beige Book at 02:00 the next day.

137 · Market Pulse ✨ 8-24 24H Market Highlights — Quick Overview 1/ Bessent announces the “largest financial offensive in history” against Iran; 2/ Anthropic reportedly plans to raise more than $100 billion through an IPO, potentially reaching a $2 trillion valuation; 3/ The Sandbox cross-chain bridge suffers an exploit, with the attacker minting approximately 14.9 billion unbacked SAND tokens; 4/ Crypto card spending surpasses $1 billion, with stablecoins emerging as the primary asset for everyday payments; 5/ A HYPE “diamond hands” holder records more than $57 million in unrealized profit after holding for 10 months; 6/ The first spot ETF application for privacy coin Zcash has been filed; 7/ The Coinbase Bitcoin Premium Index ends its record 97-day streak in negative territory; 8/ CryptoRank: ENA, PUMP, and ACE lead this week’s search trends.

137 · Market Pulse ✨ 8-20 24H Market Highlights — Quick Overview 1. Bitcoin breaks above $70,000, triggering a historic short squeeze. The crypto market sees its largest rebound since March; 2. U.S. Treasury expands debt buyback operations, with total U.S. national debt surpassing $40 trillion; 3. U.S. regulatory updates: The OCC commits to releasing stablecoin rules in November, while the CFTC reaches a settlement with former FTX executives; 4. Coinbase launches perpetual futures trading for Base App through Hyperliquid; 5. OpenAI CFO says the company expects to go public in 2027 or earlier; 6. Japan’s July trade data exceeds expectations: imports rose 27.8% YoY and exports increased 23.2% YoY; South Korea’s kimchi premium turned negative to -1.75%; 7. Unitree Robotics surges 460% on its first day of A-share trading, pushing the founder’s net worth above RMB 100 billion. The company’s IPO price was RMB 150.80 per share, closing at RMB 845, with a market capitalization exceeding RMB 340 billion. Dubbed the “first humanoid robot stock,” Unitree attracts significant market attention; 8. Binance’s SNDK perpetual contract trading volume surpasses Bitcoin, signaling traditional assets becoming a major trading category.

137 · Market Pulse ✨ 8-18 24H Market Highlights — Quick Overview 1/ U.S. stocks closed broadly lower, while crypto-related equities moved against the trend. Bitcoin recovered above $64,000, with derivatives data showing crowded long positions; 2/ The 60-day U.S.-Iran negotiation window has expired. Trump stated that he is not seeking an extension, increasing regional tensions; 3/ 30-year U.S. Treasury yields hit a 19-year high, as markets raise concerns over fiscal pressures and inflation risks; 4/ Anthropic’s annualized revenue surpassed $65 billion, accelerating its IPO preparations; Payward joined its AI safety program; 5/ Robinhood Chain’s TVL increased 45% in August, while the share of tokenized RWA assets declined significantly; 6/ The tokenized stock market has tripled in market share growth, with Ondo emerging as the leading player; 7/ The AI infrastructure financing boom pushed U.S. investment-grade bond issuance to a record high for August.

137 · Market Pulse ✨ 8-4 24H Market Highlights — Quick Overview 1/ Major reshuffle among U.S. tech giants: Amazon surpasses $3 trillion in market capitalization, posting its largest single-day gain in 14 years. Its market value increased by nearly $400 billion, making it the fifth company in history to reach the $3 trillion milestone; 2/ Major security vulnerability discovered in Coldcard hardware wallets: losses could approach $114 million, with a suspected fourth wave of attacks potentially underway; 3/ Morgan Stanley significantly cuts Circle price target from $106 to $38, citing USDC supply contraction and increased sensitivity to reserve income. Meanwhile, Circle acquired nearly 1,000 blockchain patents from IBM, raising concerns over potential “patent weaponization.” Circle shares briefly rose around 2% following the announcement; 4/ U.S. Treasury market remains under pressure, with the 30-year Treasury yield reaching its highest level in nearly 19 years; 5/ Altcoin trading volume share on Binance rises to 60%, signaling a shift in BTC market structure; 6/ Hyperliquid burned approximately $760,000 worth of HYPE over the past 24 hours, bringing total burns to $2.5 billion (4.62% of total supply). The protocol is also proposing to increase the maximum HYPE collateral borrowing LTV ratio from 50% to 65%, with current mainnet active borrowing volume approaching $100 million; 7/ Total crypto liquidations reached $251 million over the past 24 hours, while Bitcoin ETFs continued to see net outflows; 8/ DRAM/HBM production capacity for 2027 has already been fully booked ahead of schedule.

137 · Market Pulse ✨ 7-29 24H Market Highlights 1/ Iran launched missile attacks on U.S. military bases, causing a sharp escalation in U.S.-Iran tensions and driving oil prices higher. 2/ SK hynix’s weaker-than-expected earnings triggered a sharp sell-off in memory chip stocks, while Bitcoin fell below $63,000. 3/ Crypto security losses exceeded $1 billion in the first half of 2026, marking a new all-time high. 4/ South Korea’s stock market plunged sharply, triggering circuit breakers; the Financial Services Commission is considering limits on leveraged ETF investment exposure. 5/ The probability of a 25 bps Fed rate hike in July rose to 30.5%; total crypto liquidations reached $611 million over the past 24 hours. 6/ Robinhood Chain launchpad trading volume surpassed PumpSwap, but on-chain deposit activity has started to cool. 7/ Wall Street giants including BlackRock and Fidelity support the CLARITY Act, though the probability of passage within 2026 has declined. 8/ Open interest in traditional finance perpetual contracts surpassed $2 billion, with Binance holding the largest market share.

137 · Market Pulse ✨ 7-27 24H Market Highlights 1/ Nvidia is reportedly planning to provide a $250 billion financing guarantee for OpenAI’s Ohio data center project. 2/ U.S.-Iran tensions ease, oil prices plunge, and risk assets rally broadly. 3/ BitMart exchange’s on-chain reserves have sharply declined ahead of its shutdown, with the platform reportedly preparing to cease operations entirely. 4/ Bitcoin breaks above $65,000, gaining more than 1% intraday; the crypto market saw nearly $113 million in leveraged positions liquidated over the past 24 hours. 5/ Spot trading volume on centralized exchanges has fallen 74% since August 2025. 6/ Elon Musk discussed the AI development timeline: He predicted that overall AI intelligence could surpass the combined intelligence of humanity within five years. Musk acknowledged a 10–20% risk of AI causing human extinction but believes AI development is unstoppable. The comments came as Tesla and SpaceX shares declined, significantly reducing his paper net worth. 7/ Robinhood Chain-related tokens continue to attract speculation: Launch platform PONS reached a market cap above $56 million (24h +31.88%), while ecosystem meme token BRODIE surpassed $6 million in market cap (24h +151.7%), highlighting the high volatility risks of related assets. 8/ Macro outlook for the week: A “super central bank week” is set for a hawkish test. Rising energy prices, new U.S. tariffs, and surging AI capital expenditure are fueling global inflation concerns. The Nasdaq led declines, while the Philadelphia Semiconductor Index plunged 5%. Markets are watching whether the Fed delivers a hawkish surprise at its upcoming meeting. Apple, Microsoft, Meta, and Amazon are also scheduled to release earnings reports. Polymarket currently shows an 83% probability that the Fed will keep rates unchanged in July.

137 · Market Pulse ✨ 7-23 24H Market Highlights 1/ A new version of the CLARITY Act has been released, with the ethics provisions emerging as a key point of contention between Democrats and Republicans. 2/ The Trump administration announced an additional 50% ad valorem tariff on certain Canadian products, including goods covered under the USMCA, in response to what it called Canada's "discriminatory measures" on automobile trade. The new tariffs will take effect on August 19. 3/ Ostium, an Arbitrum-based perpetuals DEX, will resume trading in phases after being hacked on July 15 through an attack on its off-chain pricing system, resulting in losses of more than $23.75 million. The project is working with security firms and law enforcement agencies on the investigation. 4/ Movement Labs has filed for bankruptcy protection. The company reportedly has only $100,000–$500,000 in assets against $10 million in liabilities. Ousted co-founder Rushi Manche is reportedly its largest creditor, while the MOVE token has plunged 99%. 5/ a16z says the tokenized stock market has grown more than fivefold in one year. As of the end of June, the total market capitalization of tokenized stocks stood at approximately $1.7 billion, up more than 5x year over year. AI and semiconductor-related stocks accounted for 15.5%, while large-cap technology stocks represented 10.6%. Monthly on-chain transfer volume surged more than 170x year over year. DTCC completed its first live transactions on the Canton Network, while Robinhood has launched its own blockchain. 6/ Big Tech earnings season: Tesla and Alphabet released their Q2 earnings results. 7/ The crypto industry is projected to contribute more than $55 billion to U.S. GDP in 2026. 8/ Bitcoin ETFs recorded net inflows for six consecutive days from July 14 to July 21, marking the longest streak since early May, with cumulative net inflows reaching $51.8 billion. Ethereum ETFs recorded $196 million in net inflows over the same period, bringing cumulative net inflows to $11.2 billion.