James van Geelen, founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis, according to Bloomberg. Van Geelen and SemiAnalysis Chief Executive Officer Dylan Patel confirmed the sale on Friday, adding that van Geelen will stay on as Citrini's CEO for now. The sale price could not immediately be determined. "I'm excited about what the future holds for independent investment research," van Geelen said. Separately, he plans to launch a new fund, people familiar with the matter said, though he declined to comment on it. New York-based Citrini, whose research has some 260,000 Substack subscribers, made its name earlier this year when van Geelen posted a note titled "The 2028 Global Intelligence Crisis," imagining a future in which AI wipes out white-collar jobs so fast the economy cannot absorb the blow. The report sent shockwaves through markets and hit software stocks in particular. SemiAnalysis, founded in 2020, has become an industry go-to for semiconductor research. Patel said research is changing and that the way firms have historically done it is "kludgy, old, slow and not democratized to the world." He said van Geelen has the largest finance-business Substack along with other operations, and the deal is about scaling SemiAnalysis's research to be among the best in a new era in which research is democratized and can be done by people themselves.

The surge in oil, gas and diesel prices is forcing central banks and governments to reassess the impact of the wars in Iran and Ukraine, according to Bloomberg.

Caroline Ellison, the former Alameda Research CEO who helped Sam Bankman-Fried steal $8 billion in customer funds from FTX, has been hired full-time by Manifund under the name “Carol.” According to BeInCrypto, Manifund cofounder Austin Chen said she began a work trial on July 13 and moved to a full-time role on August 10, handling user support and bookkeeping for the nonprofit grant platform. Chen defended the hire on redemption grounds, while noting Ellison built a reconciliation tool that flagged misregistered transactions worth six-figure amounts.

According to Jin10, Russia’s state nuclear company Rosatom said it plans to increase the number of experts at Iran’s Bushehr nuclear power plant to 150 in the near future.

Maple, a token associated with Robinhood, has a market capitalization above $1.3 million. According to Odaily, the token is packaged as a hippopotamus, a real animal that has not yet appeared on Robinhood, and its narrative draws on the coincidence between the word "hippo" and Robinhood's name, as well as a claim that foreign users get excited when they see a hippopotamus.

Coinglass data shows that if ETH falls below $2,405, cumulative long liquidations across major centralized exchanges would reach $1.213 billion. According to ChainCatcher, if ETH rises above $2,658, cumulative short liquidations across major centralized exchanges would reach $1.209 billion.

Tokenized stock asset holders increased 619.1% over the past 90 days to 3.6 million, according to Token Terminal monitoring. According to Odaily, BNB Chain led with 1.5 million holders, followed by Robinhood Chain with 1.2 million and Solana with 647,500.

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以太坊赌的是，当 Gas 这一门槛消失后，会有更多人真正开始使用以太坊。

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文章深入探讨了 Agentic Payment（AI 代理支付）的底层逻辑。

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当你想发个叫“屁”的meme，你可以和天然气组池了。

Hyperliquid,Hyperliquid 新叙事来了 HIP-4 正式开张 金色财经,TradeXYZ 推出预测市场。