幣圈脈動——市場觀點

On August 28, new Fed Chair Kevin Warsh gave a speech that sounded nothing like his predecessor. No forward commitments, no soft guidance, just a hard inflation benchmark the current data hasn't met yet.Markets didn't take it well. Stocks, gold, silver and crypto all sold off together, wiping out roughly $2 trillion in market cap in 48 hours. Bitcoin dropped from a weekly high near $81,000 down to $76,877, and by the morning of September 1 was sitting around $78,000-$78,800. Key Takeaways- A dif

Key TakeawaysSHEIN is set to announce the final price of its Hong Kong IPO on Monday, August 31, 2026, with shares scheduled to begin trading on Tuesday, September 1 under stock code 00625, ending a nearly three year odyssey that saw planned New York and London listings collapse.The company is selling about 280 million Class B shares, roughly 6.6% of the company, at HK$47.60 to HK$49.50 each, raising up to HK$13.86 billion (about $1.77 billion) and valuing SHEIN at $25.8 billion to $26.8 billion

Key TakeawaysNvidia (NVDA) reported fiscal second quarter 2027 revenue of $96.22 billion on August 26, 2026, up 106% year over year and above the $92.1 billion consensus, with adjusted earnings of $2.22 per share against $2.09 expected. It was the fourteenth straight quarter above the company's own guidance.Data Center revenue hit $89.02 billion, up 117% from a year ago and 18% from the prior quarter, driven by the Blackwell Ultra ramp. Sovereign AI revenue more than tripled year over year, and

Key TakeawaysBitcoin (BTC) trades near $79,000 heading into September after Fed Chair Kevin Warsh's hawkish first Jackson Hole keynote knocked it from a peak of $81,238 to about $77,800, triggering roughly $468 million in crypto liquidations, $351 million of them longs.Warsh called the 2% inflation target firm and fixed, said summer inflation data had not shown underlying trends meaningfully improving, warned that "sustained policy restraint" may be required, and declared the era of routine forw

Executive SummaryMarvell Technology, Inc. (NASDAQ:MRVL) fell roughly 10% on Friday, August 28, closing near $216.62, despite beating both revenue and earnings estimates for fiscal Q2 2027Revenue came in at approximately $2.7 billion, up 36.6% year over year, with adjusted EPS of $0.94 versus a $0.93 estimateQ3 FY2027 guidance of $3.15 billion revenue and $1.10 adjusted EPS, both above consensus, still failed to satisfy elevated investor expectationsThe stock gapped down roughly 7.4% at the open

One of the long-term technological risks frequently discussed in relation to Bitcoin is the development of quantum computing.Bitcoin currently uses ECDSA and Schnorr to verify ownership of BTC. These signature systems are based on elliptic-curve cryptography and are considered secure against conventional computers, but in theory they could be broken by a sufficiently powerful quantum computer using Shor’s algorithm.The issue, therefore, is not that Bitcoin is currently under attack from quantum

A blockchain does not necessarily need to lose hundreds of millions of dollars to be considered the victim of a serious security issue.Sometimes, an attacker’s objective is much simpler:Do not steal assets → overload validators → cause nodes to crash → slow down or halt transaction processing.That is exactly the category of risk Polygon has quietly addressed.On August 27, 2026, Polygon disclosed details of multiple vulnerabilities affecting two important components of Polygon PoS: Bor and Heimda

Over the past few years, one of the biggest theses surrounding the convergence of AI and blockchain has been that AI Agents will become a new category of crypto users.An AI can independently search for data, call APIs, use compute resources, or purchase online services. But to truly operate independently on the Internet, an agent needs another important capability:the ability to interact with money.Most early experiments focused on small-value payments. AI could automatically pay stablecoins for

The stock market and crypto were once two completely separate worlds. To buy stocks, investors had to open a brokerage account, transfer money internationally, and wait for Nasdaq trading hours to open. In 2026, that boundary has almost disappeared. With xStocks on MEXC, a crypto investor can gain exposure to Tesla, NVIDIA, Apple, or even the S&P 500 through a single basket using USDT, directly within the same app they use to trade BTC every day.Below is a look at 10 of the most notable tokenize

Ethena is moving to overhaul the economics of its native ENA token as the protocol seeks to reduce investor selling pressure and create a stronger connection between its growing business operations and tokenholders. The proposed changes include using protocol revenue for ENA buybacks, ending monthly venture-capital unlocks and clarifying how the economic value generated by Ethena’s ecosystem is distributed. 1.Ethena Puts ENA Buybacks at the Center of Its New StrategyThe most significant element