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Tuesday, 09/01/2026

Yi Lihua: AI Industry at Early Explosive Stage, Key to Investment Is Capturing a Few Star Companies

Odaily News: Liquid Capital founder Yi Lihua posted on X platform, stating that the core of investment is not to cast a wide net, but to capture a few star companies that can bring excess returns. Duan Yongping's first battle in transitioning from entrepreneur to investor was in 2002, when he invested $2 million in NetEase when its stock price was below $1, and after holding for 8 years, he made a profit of over $260 million, a return of more than 100 times.

Every round of technological revolution contains a large number of excess return opportunities. In the early days of the crypto industry ten years ago, whether holding BTC or investing in quality projects, many 100x cases emerged; currently, the AI industry is at a similar early explosive stage, with a large number of potential targets waiting to be discovered in both the Chinese and American markets. The core goal of current AI investment is to capture the most explosive star companies in this round of AI wave.

Analyst: Bitcoin Long-Term Holders' 30-Day Distribution Rises to 281,900 BTC, Up 61.5% Since Aug. 18

Odaily News: Axel Adler Jr. said on X that from Aug. 18 to Aug. 28, the 30-day cumulative distribution by Bitcoin long-term holders rose from 174,500 BTC to 281,900 BTC, reaching the highest level since 2026 on Aug. 28. This metric accelerated during the rebound following a short squeeze in Bitcoin. During the same period, the long-term holder MVRV rose from 1.31 on Aug. 18 to 1.64 on Aug. 27, and was 1.60 on Aug. 31, indicating that the market value of Bitcoin held by long-term holders is about 60% higher than the average realized value.

Analysis: The allocation of Bitcoin long-term holders has risen to 281,900 coins, an increase of 61.5% compared to August 18

CryptoQuant analyst Axel Adler Jr stated that from August 18 to 28, the 30-day cumulative distribution of Bitcoin long-term holders (LTH) increased from 174,500 to 281,900, a rise of 61.5%, reaching the highest level since 2026 on August 28. This metric accelerated significantly during the rapid rebound after the short-term squeeze in Bitcoin, indicating that long-term holders are taking profits as prices rise.Meanwhile, the LTH MVRV rose from 1.31 on August 18 to 1.64 on August 27, remaining at a level of 1.6 on August 31, which means that the market value of Bitcoin held by long-term holders is approximately 60% higher than their average realized value. This suggests that despite the increase in distribution activity, long-term holders still possess significant unrealized profits. Axel believes that the price rebound after the short-term squeeze has simultaneously elevated the profit levels of long-term holders and the speed of token distribution, creating conditions for further profit-taking. If Bitcoin prices remain stable, long-term holders may continue to release supply, adding extra selling pressure to the market. The current key issue for the market is whether the high-level distribution by long-term holders will continue and whether new buying can absorb this additional supply; otherwise, the market may face price pressure again.

Pons Fees Exceed $5M in 24 Hours, Ranking First in Launchpad Category

Odaily News: According to DefiLlama data, Robinhood Chain token issuance platform Pons generated approximately $5.03 million in fees over the past 24 hours, ranking first among launchpads, about 3.1 times that of the second-place pump.fun ($1.61 million).

Additionally, Pons generated approximately $16.77 million in fees over the past 7 days, with protocol revenue of about $2.99 million; over the past 30 days, fees were approximately $26.53 million, with protocol revenue of about $5.2 million.

Vietnam Launches Crypto Asset Pilot Framework; Global Tokenized Asset Market Projected to Exceed $14 Trillion by 2030

Odaily News: The Vietnamese government issued a resolution in September 2025 to launch a national pilot framework for crypto assets. Under the framework, crypto assets issued within the country must be backed by real-world assets, excluding securities and fiat currencies, and will initially be available only to foreign investors.

Boston Consulting Group projects that the global market for tokenized real-world assets could exceed $14 trillion by 2030. Vietnam's State Securities Commission stated that five enterprises have passed the preliminary assessment for establishing exchanges, and final approval requires meeting Level 4 information system security standards and maintaining registered capital of approximately $383 million.

The Vietnamese government issued a decree on July 16, imposing fines of approximately $1,150 to $1,918 for violations in the crypto asset market, effective September 1. Domestic investors will not be immediately penalized for trading on unlicensed platforms; the requirement to trade only through licensed institutions will take effect six months after the Ministry of Finance issues the first exchange license. (Bitcoin.com News)

Vietnam launches a pilot framework for cryptocurrency assets, with the global tokenized asset market expected to exceed $14 trillion by 2030

On September 2025, the Vietnamese government issued a resolution to launch a national pilot framework for cryptocurrency assets. The framework requires that cryptocurrency assets issued domestically be backed by real-world assets, excluding securities and fiat currencies, and initially targets only foreign investors. Boston Consulting Group estimates that the global market for tokenized real-world assets could exceed $14 trillion by 2030.The Vietnam Securities Commission stated that five companies have passed the preliminary assessment for establishing exchanges, and final approval must meet a four-tier information system security standard and maintain a registered capital of approximately $383 million. On July 16, the Vietnamese government issued a decree imposing fines of approximately $1,150 to $1,918 for violations in the cryptocurrency asset market, which will take effect today. Domestic investors will not be penalized immediately for trading on unlicensed platforms; the requirement to trade only through licensed institutions will take effect six months after the Ministry of Finance issues the first exchange license.

Solana AMM Aquifer Hit by Attack, Losing About $2.5 Million

Odaily News: Aquifer, an automated market maker on Solana, was attacked on Aug. 31, losing about $2.5 million. Aquifer subsequently issued a "white hat" offer on-chain, requiring the attacker to return at least 80% of the stolen assets to designated Solana and Ethereum recovery addresses before 22:00 on Sept. 3, and could keep up to 20% as a bounty. If the attacker complies, the project team promises not to file a civil lawsuit against them.

Solana automated market maker Aquifer attacked: losses of about 2.5 million dollars

The automated market maker Aquifer on Solana was attacked, resulting in a loss of approximately $2.5 million. Aquifer subsequently issued a "white hat" offer on-chain, requesting the attacker to return at least 80% of the stolen assets to the designated Solana and Ethereum recovery addresses by September 3 at 22:00, and may retain up to 20% as a bounty.If the attacker complies, the project team promises not to file a civil lawsuit against them.

Brazil Pro-Bitcoin Presidential Candidate Renan Santos Suspends Campaign as Funds Frozen, Social Accounts Restricted

Odaily News: The digital campaign of Brazil's "pro-Bitcoin" presidential candidate Renan Santos has been suspended, with 3.3 million reais (about $600,000) in public campaign funds frozen and 16 campaign social media accounts restricted. The ruling came weeks after Santos supported the creation of a national Bitcoin reserve. His candidacy has not been revoked.

Pump.fun Sells 5.11M SOL Worth Over $834M

Odaily News: Pump.fun has sold another 132,935 SOL, worth approximately $13.75 million. To date, Pump.fun has sold a total of 5.11 million SOL, with a total value of approximately $834.3 million, at an average selling price of about $163.2. (Cointelegraph)

James Wynn Flips from Short to Long, Opens 30x Leveraged BTC Long Position

Odaily News: According to Lookonchain monitoring, James Wynn (@JamesWynnReal) has flipped his Bitcoin position from short to long, closing a short position of 1.33 BTC worth $103,000 at a loss of $1,500, and then opened a long position of 1.86 BTC worth $147,000 with 30x leverage. The liquidation price is $77,243.53.

Robinhood Ecosystem Meme Coin Rabbit's Market Cap Briefly Exceeds $18 Million, 24H Surge Over 990x

According to GMGN data, the Robinhood ecosystem meme coin Rabbit's market cap briefly exceeded $18 million, with a 24-hour surge of over 990x.

It is reported that Rabbit originated from MoneyPrinterGoBrrr's concept of tokenizing highly shorted stocks. The community combined it with WYFI (Quantum Computing) to create a narrative of retail investors squeezing Wall Street.

Odaily News: Please note that meme coins are highly volatile and susceptible to market sentiment and hot events. Be aware of trading risks.

Address Earns Over $4.7M Trading CASHCAT and Another Token

Odaily News: According to Lookonchain monitoring, an address (0x7e3...a3ad) spent $106,500 to buy 11.8 million CASHCAT tokens, then sold all of them for $672,600, making a profit of $566,000. The same address also spent $113,700 to buy 10.2 million tokens of the address 0x07f5...2241, then sold 1.1 million tokens for $117,100, and still holds 9.1 million tokens worth approximately $4.2 million, with cumulative profits exceeding $4.2 million.

Highest Since April 21: Holders of 100-1,000 BTC Accumulate 73,300 BTC in 60 Days

Odaily News: According to analyst Amr Taha, the group holding 100 to 1,000 BTC has accumulated a total of 73,300 BTC over the past 60 days, the highest level since April 21, but still about 20% lower than the peak of 91,920 BTC on April 21. Meanwhile, the group holding more than 10,000 BTC has maintained a positive growth of 43,300 BTC. This is in stark contrast to the period from April to May, when the group holding more than 10,000 BTC fell to a loss of approximately 40,000 BTC around May 14, followed by a decline of about 25% in Bitcoin's price. The analyst noted that the current structure of the whale group is completely different from before.

Analyst: The group holding 100 to 1,000 BTC increased their holdings by 73,300 coins over 60 days, reaching a new high since April 21

According to CryptoQuant analyst Amr Taha's data, the group holding 100 to 1,000 BTC has cumulatively increased its holdings by 73,300 BTC over the past 60 days, reaching the highest level since April 21, but still about 20% lower than the peak of 91,920 BTC on April 21.At the same time, the group holding over 10,000 BTC maintains a positive growth of 43,300 BTC. This contrasts sharply with the previous period from April to May, when the group holding over 10,000 BTC fell to about -40,000 BTC around May 14, followed by a roughly 25% drop in Bitcoin prices. Analysts point out that the current structure of the whale group is completely different from before.

Ave Completes Arbitrum Ecosystem Integration, Now Supports Trading Assets on Arbitrum Chain

Odaily News: Ave has now completed integration with the Arbitrum chain ecosystem, supporting trading of Arbitrum ecosystem assets, and further providing cross-chain functionality for a one-stop service.

It is understood that @odysfun is currently one of the mainstream project launch platforms on the Arbitrum chain, focusing on the issuance and market launch of Arbitrum ecosystem projects, and has significant influence in ecosystem project distribution and community engagement.

Polymarket Odds Drop to 13% for Trump Naming New Press Secretary Before Sept. 11, Down 10% in 24 Hours

PPP Prediction Market Tool monitoring shows that on Polymarket, the probability of "Trump announcing a new White House press secretary before Sept. 11 (next Friday)" has dropped to 13%, down 10% in 24 hours.

Ahead of the U.S. midterm elections, the resignations of several senior Trump aides have drawn attention. Over the past month, Trump has successively lost his White House press secretary, chief legal counsel, a key national security adviser, and the official responsible for congressional liaison. Insiders reveal that more senior officials are considering leaving in the coming months.

Currently, on Polymarket, the probability that White House Deputy Press Secretary Anna Kelly will be chosen by Trump as the next White House press secretary has risen to 24%, surpassing the popular candidate Scott Jennings to take the lead. Alina Habba, a senior adviser to the Attorney General and former lead defense attorney in Trump's "hush money case," has recently surged, with the probability of her becoming the next White House press secretary exceeding another popular candidate, Margo Martin, to rank third.

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