1. U.S. Secretary of Commerce Howard Rothnick announced that the department will begin publishing economic data on the blockchain, including statistics such as GDP. Rothnick stated at the cabinet meeting that this initiative is the latest action by the Trump administration to support the cryptocurrency industry and plans to expand this initiative to "the entire government."
2. The Solana ecosystem liquidity protocol Kamino announced the upcoming launch of two new high-yield vaults for USDC and USDG, based on Steakhouse custody.
3. VersaBank announced that its U.S. branch has launched a pilot program for tokenized deposits, which are bank-issued tokenized deposits in a highly encrypted 1:1 digital form. Compared to actual cash deposits, they offer higher security, stability, and compliance than stablecoins.
4. Opinion: Tom Lee predicts that Ethereum will rise to $5,500 within weeks, with a year-end target price of $10,000 to $12,000.
5. Opinion: This correction is more like "high volatility repricing in the later stages of a bull market" rather than the start of a structural bear market: slowing momentum of incremental funds + profit-taking at high levels + uncertainty from macro and policy factors lead to a cooling of risk appetite, but the on-chain and chip structure, institutional holdings, policy expectations, and AI-driven "growth stories" have not yet disrupted the long-term bullish narrative. Defined as: a phase of weak markets / high volatility divergence, rather than a trend reversal.
6. Opinion: In response to the pressure from U.S. warships, Venezuela is deploying an additional 15,000 troops to the border and has stationed large vessels at the Maracaibo oil hub. This move increases the risks to crude oil supply and inflation expectations, creating new uncertainties ahead of the September Fed meeting; the majority opinion suggests that the likelihood of war is low, but the oil market's risk premium may fluctuate. This event represents an "energy → inflation" risk rather than a systemic shock. It is advised to pay attention to oil prices and the intensity of U.S. sanctions; if oil prices continue to rise, expectations for interest rate cuts may cool, putting pressure on risk assets; if it remains at the level of military exercises, the market will quickly digest it.
7. Opinion: OpenAI CEO Sam Altman warned that the AI boom has shown signs of a bubble, and some investors may incur "huge" losses – although he remains optimistic about the long-term potential of AI.
8. Data: The total scale of Ethereum ETFs and treasury entity ETH reserves has exceeded $50 billion, reaching a historical high. The treasury entity ETH reserves amount to approximately 4.36 million coins, accounting for 3.6% of the circulating supply of Ethereum, valued at $20.09 billion, while the Ethereum ETF reserves amount to approximately 6.7 million ETH, accounting for 5.54% of the circulating supply, valued at $30.89 billion.
