Orbit: Crypto Community Feed

Tonight's non-farm payroll data will be released; hopefully, it won't drag down the market or disrupt $ETH's current upward consolidation trend: 1. ETF has seen four consecutive weeks of net inflows with increased volume (structurally strong). 7-day net inflow is 99 million, and 30-day net inflow exceeds 300 million, indicating continuous institutional buying. 2. Moreover, smart money is locking up: staked supply has risen to 37.85M ETH, showing funds are moving into staking. I even saw a whale directly stake 112,000 ETH. 3. In the second half of the year, there is anticipation for the Glamsterdam upgrade, which expands blob capacity and includes built-in PBS, a potential positive catalyst. Although no activation date is set, expectations are being priced in early. The EIP-8361 proposal (which burns validator rewards if staking exceeds 50% of supply) also supports a long-term deflationary narrative. 4. Of course, after all this, the direction will ultimately depend on tonight's non-farm and inflation data. If non-farm and inflation are weak, ETH's high beta elasticity is greatest, possibly holding above 2000; if strong, the $1,850 support will be at risk.

Brothers. Every day someone comments in the section. CORE is done. I don't argue either. The market will give the answer. When it's really done. The price will tell you. When it really takes off. The price will also tell you. Arguing back and forth now. Actually, it doesn't mean much. $CORE #伊朗阿曼临时通航协议近落地 #交易之声：你的经验值得被听到 #波动雷达：币种异动观察

A structural check on the market: $BTC funding rates have mildly turned positive, open interest is at a low level, and Coinbase is slightly discounted compared to Binance. The 24-hour liquidations are still shorts being squeezed into longs. On the surface, this looks like a short squeeze rebound setup, but the trading volume has shrunk drastically— a rebound without volume is essentially a lack of support pressure, not a trend. More importantly, this week crypto hasn't followed the new highs in US stocks or the surge in gold; the divergence of "falling with the market but not rising with it" continues. The derivatives structure tells you that neither bulls nor bears have confidence; everyone is waiting for a catalyst. At times like this, chasing longs or shorts is prone to getting hit. Let the positions speak.

Just took a quick look at the market; the August plot twist is faster than my mom flipping out. A couple of days ago, Trump was still shouting on Twitter about "the largest strike against Iran since WWII," but on August 1st, he reversed and canceled it, opting to sit down and talk about Hormuz instead—Iran was still being stubborn, saying they would only negotiate with Oman and wouldn't let the US in the door. On the night of the 6th, two explosions were heard on Qeshm Island, and Iran plans to legislate a ban on US ships passing through. It sounds intimidating, but oil prices had already dropped over 5% on the 4th, with the risk premium clearly unwinding. What’s more critical is Washington— • Powell has long retired; the current chair is Kevin Walsh, who hinted in the early hours of August 7th that a rate hike is planned for September. • A group of hawks including Musalem, Cook, Schmidt, Kashkari are circling and calling for it; CME pricing shows a 55% probability of a September hike. • July marked the fifth consecutive hold (3.5%-3.75%), but 3 out of 12 votes dissented wanting a hike, and the Dow dropped 0.85% last night, breaking a 5-day winning streak. The war flames were extinguished by Trump himself, but this new Fed hawk is even tougher than Powell—squeezed from both sides. So I went short, sticking to the usual rules— • As long as the Strait agreement lands in the next few days, oil prices will have another risk-off retreat. • The Washington Jackson Hole meeting (later this month) will likely bring more tough talk, and the Nasdaq will kneel first in respect. • Short-term shorts, take a couple bites and run, leaving it for the brave who dare to hold over the weekend. After all, those two explosions on Qeshm Island haven’t been explained yet, and if the Iranian parliament really passes the "ban on US ships" law, who knows where the market will hang on Monday open… 🥲 Just rambling, writing this mess intraday on August 7, 2026, not financial advice, I’m a coward, always close overnight. $BTC

Google AI senior management reshuffle: the most important thing to watch is not who gets promoted or demoted, but that "research-oriented Google" is being pushed forward by "product-oriented Google." Jeff Dean leaves, Hassabis moves to a higher-level research role, and the Gemini team’s power is recentralized closer to the front lines of product and commercialization. From the outside, it looks like an organizational adjustment, but inside, the pressure gauge has exploded: OpenAI is grabbing users, Anthropic is grabbing enterprises, Meta is grabbing open-source attention, and Google can no longer rely on papers and talent halo to wait it out slowly. But this is also where AI giants fear the most. Too slow, and the market will criticize; too fast, and the research culture, ethical boundaries, and top talent will be driven away. Google's past strength was "I have the best engineers in the world," but now the market asks, "Can you turn them into revenue?" Honestly, when a company starts frequently reshuffling its core AI teams, it usually means the problem is no longer just technical.

The latest customs data is worth noting: China's integrated circuit exports reached $38.7 billion in July, with a cumulative $216 billion from January to July, nearly doubling year-on-year (+99.5%). Behind this figure is the real global demand for memory and logic chips, not just sentiment. In the same week, Nvidia reportedly cut HBM capacity for Rubin Ultra, and Winbond revealed customers have already booked production capacity through 2030—supply side is calling out shortages, export side is ramping up, both pointing to the same thing. $MU pulled back today in the US stock market, more due to position-level squeeze than a fundamental shift. What’s your take on which stage this memory cycle is currently at?

Bitcoin Mining: The Evolution of a Global Digital Industry $BTC mining has transformed dramatically since the early days of the network. What started as a process that could be performed with personal computers has evolved into a global industry powered by specialized hardware, advanced infrastructure, and highly skilled teams. Today, mining companies are focused on more than just increasing hashrate. Efficiency has become the foundation of success. Operators are investing in next-generation ASIC miners, advanced cooling technologies, and intelligent management systems that allow them to produce more computing power while reducing energy consumption. One of the biggest changes in the industry is the use of automation and data analytics. Modern mining facilities can monitor thousands of machines in real time, track performance, identify potential failures, and automatically optimize operations. These improvements help reduce downtime, extend hardware lifespan, and make mining more predictable and efficient. Energy strategy has also become a critical factor. Electricity remains the largest operating expense for miners, which is why companies are exploring renewable energy sources, long-term power agreements, and innovative ways to use excess energy. Some mining operations are even helping improve energy efficiency by acting as flexible consumers that can adjust power usage based on grid conditions. The relationship between Bitcoin mining and artificial intelligence is another emerging trend. Many mining companies already operate large-scale data centers with powerful computing infrastructure, creating opportunities to support AI and high-performance computing workloads alongside traditional mining activities. Despite challenges such as market volatility, changing regulations, and increasing competition, Bitcoin mining continues to demonstrate resilience. #AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound