Robert Mitchnick: Bitcoin's correlation with US stocks weakens, spot ETFs continue to receive capital inflows

[Global AI Completes $441 Million Financing, Led by JPMorgan Chase] According to Bloomberg, U.S.-based AI data center startup Global AI has completed $441 million in financing, led by JPMorgan Chase. Founded in 2024, Global AI positions itself as the world's first sovereign AI hyperscale service provider, specializing in designing, building, and operating exclusive AI data centers that are physically isolated from external networks for national and enterprise clients. It focuses on high-security sensitive task processing scenarios.

According to encryption journalist Eleanor Terrett, the US Securities and Exchange Commission will hold a public meeting on August 14th at 22:00 (UTC+8) to consider whether to issue new rule proposals to create a customized issuance system for specific investment contracts involving cryptocurrency assets.

A certain whale transferred 1275 bitcoins, of which 500 bitcoins worth $32 million went to FalconX, 274 bitcoins worth $17.5 million went to Cumberland, and another 500 bitcoins worth $32 million went to a new address. （Onchain Lens）

The contract giant whale has set 10 major targets first, indicating that the long-term trend judgment has not changed, and still believes that the current region is a temporary bottom for BTC. The judgment for the bottom region of BTC in this round is still around $58000. Setting 10 major goals to reduce two-thirds of the position around a cost of approximately $64000 is an active way to control position risk and reserve space for extreme situations. If the subsequent trend meets expectations, we will set 10 major targets and seek opportunities to gradually buy back and reduce our holdings. Set 10 major goals first, emphasize that this account is only used to record personal transactions, and remind not to copy. It usually uses 3 to 5 times leverage.

According to Bloomberg, Anthropic has reached a $9.1 billion AI computing power agreement with Riot Platforms, which will provide 191MW of computing power at its Rockdale campus in Texas for a contract period of 20 years. Riot Platforms expects the contract to generate $9.1 billion in revenue, and if the extension option is exercised, the total revenue could reach up to $16.1 billion. After the announcement, Riot Platforms' stock price rose 25% to $24.40 in after hours trading. Anthropic previously signed a $9.1 million contract with Volta Infra Holdings and agreed in May to purchase $4.5 million in computing power from xAI. Riot Platforms is shifting towards AI and cloud computing infrastructure businesses and has reached a computing power construction agreement with AMD.