Michael Saylor：Strategy 持有比特币供应量 3-7% 并非过多

According to AiCoin monitoring, the net outflow of US spot BTC ETF reached $812 million yesterday, the highest daily net outflow since May 12th. Among them, FBTC had the largest outflow of funds, reaching 331 million US dollars; Next is ARKB, with an outflow of $328 million. According to the "Spot BTC ETF Tracking" real-time trading strategy developed by AiCoin, there is a significant positive correlation between the inflow of ETF funds and BTC prices. Subscription indicators can be used to automatically place orders based on the flow of funds in the program. Data for reference only

BlockBeats reports that on August 2nd, US Securities and Exchange Commission (SEC) Commissioner Hester Peirce will embark on a ten city tour this fall as part of the SEC's newly launched cryptocurrency public engagement program. The regulatory agency announced on Friday that it will hold a series of roundtable discussions aimed at soliciting opinions from industry stakeholders, developers, and investors on the new regulations for digital assets that the agency is considering. The Cryptocurrency Working Group is deeply aware that any regulatory framework will have far-reaching impacts, and we want to ensure that our public engagement is as comprehensive as possible, "Pierce said in a statement. The institution's cryptocurrency working group is particularly interested in meeting with cryptocurrency startups that have been established for less than two years and have no more than 10 employees. These roundtable discussions will be held between August and December. Many roundtable meetings held by the SEC in 2025 have received feedback from cryptocurrency institutions such as a16z Crypto and traditional asset management companies such as BlackRock. In previous roundtable discussions, the Cryptocurrency Working Group has discussed topics such as cryptocurrency regulation, custody, tokenization, and decentralized finance.

According to BlockBeats, on August 2nd, after the release of non farm payroll data yesterday, the US Bureau of Labor Statistics significantly lowered the non farm payroll data for May and June. The number of new non farm jobs added in May was revised from 144000 to 19000; The number of new non farm employment in June was revised from 147000 to 14000. After the revision, the total number of new jobs added in May and June was 258000 lower than before the revision. US President Trump issued a statement directly pointing out that "this is a scam against him": "In my opinion, today's employment data is manipulated to embarrass Republicans and me - just like before and after the 2024 presidential election, they first presented three days of beautiful data, and then on November 15, 2024, just after the election, these data were significantly revised down - this is completely a scam." Subsequently, Trump ordered the dismissal of Erika McEntarfer, the director of the Bureau of Labor Statistics, and his deputy William Wiatrowski will serve as acting director. In addition, Trump stated early this morning: "Based on the highly provocative remarks made by former Russian President and current Vice Chairman of the Russian Federal Security Council, Medvedev, I have ordered the deployment of two nuclear submarines to the corresponding areas to prevent these foolish and provocative remarks from being mere rhetoric." He also updated at 8 am this morning that the nuclear submarines have come closer to Russia.

According to a report by Golden Finance, Fed official and Powell ally Williams said, "The labor market conditions I have observed over the past year can be described as a 'mild and gradual cooling', but overall they are still in a stable state." Although the unemployment rate only rose slightly to 4.2% in July (4.1% in June), the relatively weak non farm payroll data provided room for Powell to push for a consensus on interest rate cuts. Williams pointed out that the real focus of this report is the significant downward revision of employment growth data for May and June. He said, "These pieces of information are crucial in helping us understand the direction of labor supply and demand, as well as the cooling trend of labor market momentum." Regarding the possibility of a rate cut in September, Williams was cautious and did not endorse the market's expectation of a rate cut of up to 80% at one point. He said, "The challenges faced by market participants are the same as those we face as policy makers. I think the direction of the market's response to signals is understandable." Williams predicts that the US economic growth rate will slow down to about 1% this year, but he believes that the economy is expected to rebound in 2026. (Golden Ten)

According to BlockBeats, on August 2nd, according to on chain analyst Ai Yi (@ ai_9684xtpa) monitoring, the new address 0xdf0... e2EF3 has accumulated 79461.38 ETH (approximately $299 million) in the past three days, with a current floating loss of $22.056 million. When the address fell early this morning, it once again received 16495.15 ETH (approximately $58.5 million) from Galaxy Digital, reducing its overall ETH average position to $3763.53.