According to GMGN monitoring, the market value of Robinhood's on chain Meme token CASHCAT has exceeded $70 million, with a 24-hour increase of over 718%.

Matthew Sigel, head of digital asset research at VanEck, stated on X platform that according to the 8-K document submitted by Strategy, the $135 million Bitcoin sale by Strategy last week did not occupy the $1.25 billion BTC Monetization Program quota, as the program only limits sales for replenishing cash reserves and sales directly used to pay dividends are not within this quota.

BBX News: Yesterday, TeraWulf officially confirmed the signing of a 20-year 400 MW AI data center lease with Anthropic. The first phase of power supply is expected to start in the second half of 2027, and the original Bitcoin mining company has completed a historic upgrade to a top AI infrastructure operator; SBI VC Trade, a subsidiary of SBI Holdings, announced at the same time that its registered users have exceeded 2 million. The weakening of the Japanese yen has prompted Japanese companies to accelerate their layout of Bitcoin and XRP reserves. The traditional financial giant's cryptocurrency service ecosystem is becoming a core beneficiary of the trend of Asian companies' cryptocurrency reserves. Core points: ——TeraWulf Inc. (Nasdaq: $WULF): Formally confirms 20-year lease agreement with Anthropic to lease 400 megawatts of computing power capacity from a data center campus in Kentucky; The first phase of power supply is expected to be in the second half of 2027; The company is transitioning from Bitcoin mining to an AI digital infrastructure operator; Lake Mariner Park focuses on nuclear clean computing power as its core competitiveness; The visibility of revenue from 20-year contracts far exceeds that of traditional mining businesses; The most important milestone for TeraWulf's AI transformation strategy. ——SBI Holdings (East Securities: 8473): Its SBI VC Trade registered users have exceeded 2 million, and the number of enterprise clients opening encrypted asset accounts has significantly increased recently; The weakening of the Japanese yen has prompted Japanese companies to include BTC and XRP in their balance sheet reserves for hedging; SBI's cryptocurrency ecosystem includes SBI VC Trade (spot), SBI Crypto (mining), and SBI Digital Asset Holdings (institutional custody); Holding shares in Ripple and deeply participating in the XRP ecosystem; As one of the largest comprehensive financial groups in Japan, it is listed on the Tokyo Stock Exchange. Source: bbx.com

According to Hyperinsight monitoring, starting with 0x519c, Giant Whale holds 7 AI semiconductor related positions at a 5-fold multiple, with a total holding size of approximately $19.541 million and a current floating loss of approximately $5.502 million. Among them, the MRVL multi warehouse scale is about 7.456 million US dollars, with a floating loss of about 2.609 million US dollars; SNDK has a multi position size of approximately 3.836 million US dollars and a floating loss of approximately 1.162 million US dollars; SKHX has a multi position size of approximately 3.883 million US dollars and a floating loss of approximately 676000 US dollars; MU and NBIS suffered floating losses of approximately $281000 and $284000, respectively. The overall floating loss of the address reached 5.56 million US dollars, with four positions losing more than double their principal, making it the address with the largest loss in the market last night and this morning.

Ye Su, founding partner of ArkStream Capital, stated in a post that he had discussed investment with Li Bojie, but during the due diligence stage, it was found that Li Bojie confused his interests with the funds he had already invested in, and the contract was amateur and the unlocking plan was unclear. Therefore, he decided to refuse the investment. Ye Su commented that the founder's character has nothing to do with talent, and Li Bojie's performance when he gains something reflects his character.