According to Jin10, Iran's Foreign Ministry said U.S. attacks targeted telecommunications and communications infrastructure.

Caisse de Depot et Placement du Quebec is investing 121 billion rupees, or $1.3 billion, in Brookfield Asset Management-backed Altius Telecom Infrastructure Trust, according to Bloomberg. The Indian telecom tower firm operates more than 258,000 towers in India.

According to CNBC, Berkshire Hathaway CEO Greg Abel said there is growing resistance to data center construction across the U.S. and that the company’s interest in the buildout is mainly tied to power and electricity generation for those sites. Abel said Berkshire wants to do business with hyperscalers if their costs remain contained and if there is no impact on rates for other customers. He made the comments in an interview with CNBC's Becky Quick on Wednesday morning. New York State has enacted a moratorium on data center construction, while many other states have pending bans and restrictions of varying intensity. There are about 4,700 data centers in the U.S., and the number is growing. Mizuho analyst Vikram Malhotra said in a Tuesday note that investors think data centers could become a significant issue in the midterm elections.

The headwinds hitting Bitcoin are not landing, even as they inflict damage on major traditional assets. That relative strength may still get challenged by a resilient Dollar Index.WTI Above $90 and the 10-Year at Its Highest Since 2023WTI futures topped $90 and are up nearly 9% for the week, per TradingView. Higher oil means more inflation and less room for the Fed to cut.Longer-duration government bond yields across the advanced world continue to surge on fiscal concerns. The US 10-year — which influences borrowing costs throughout the economy — jumped 10 basis points to 4.81%, its highest since 2023. That causes financial tightening, disincentivizing risk-taking in both the real economy and markets.Both developments are causing jitters in equities. The S&P 500 fell for a third straight session Monday, reaching a four-week low. Asian stocks are bleeding as the oil rally poses macro risks to energy-importing nations.Gold has come off sharply, falling from $4,700 an ounce to $4,300 in less than a week.Bitcoin's Follow-Through to Friday's Drop Was TepidBitcoin has remained steady. The follow-through to Friday's 3% drop to just under $77,000 has been tepid at best, leaving prices choppy between $76,000 and $80,000.A market that holds up in the face of headwinds is telling you something. One interpretation is that rising bond yields reflect fiscal concerns rather than economic growth — which would boost demand for hard assets like Bitcoin that sit outside the fiat financial system.That reading has a complication, though. Gold sits outside the fiat system on the same logic and has fallen $400 an ounce in under a week. If fiscal-driven yields were straightforwardly bullish for hard assets, gold would not be leading the decline.The more defensible version is narrower: Bitcoin is holding better than the assets around it, which is meaningful without requiring a full explanation of why.The Dollar Index Sits on a Trendline From the 2011 LowsThe challenge comes from the Dollar Index, which is looking to extend last week's nearly 1% gain to 99.67.The chart shows DXY hovering close to a pivotal bullish trendline drawn from the 2011 lows. A bounce from that support could galvanize more demand for the greenback. Bitcoin has historically had an inverse relationship with the dollar.Trendlines are widely watched, and that attention makes them self-fulfilling. Because so many traders draw the same diagonal support and resistance levels, those lines become reference points for entries, exits and stop-losses. When price approaches one, the collective reaction — buying near support, selling near resistance — often pushes the market in the expected direction, reinforcing the line's validity.That mechanism cuts both ways here. A DXY bounce from trendline support would be a genuine headwind for Bitcoin. A break below it would remove the last macro variable currently working against the relative strength.The Rate Path Is What the Dollar Is TrackingThe dollar's firmness reflects the same repricing driving everything else. CME FedWatch puts September hike odds at roughly 66-68%, up from about 36-40% before Chair Kevin Warsh's Jackson Hole address, where he argued policy may not yet be restrictive enough.Warsh specifically flagged commodity prices as bearing watching for upside inflation risk — which is exactly what WTI at $90 and a 9% weekly gain represent.ADP private payrolls came in at 38,000 Tuesday, the smallest gain since January and below the 48,000 expected. Friday's official August jobs report is the variable that decides whether the dollar extends from trendline support or reverses off it, and Bitcoin's relative strength holds or gets tested directly.

According to Jin10, Iran called on regional countries to stop the United States from using their territory.

Lily Liu said funds, assets, and ownership are moving to 24/7 internet infrastructure, creating a long-term token supercycle. According to Odaily, she said tokenization is not only moving assets onchain but also changing the assets themselves, allowing value to be issued, held, financed, and traded in markets that never close. Liu said stablecoins have shown that money can move globally onchain, while financial institutions are pushing assets onto blockchains and infrastructure is beginning to meet real-economy demands for speed and lower costs. She added that AI economic agents need programmable money, and that any value with clear ownership could eventually be tokenized. Liu said RWA trading volume on Solana reached hundreds of billions of dollars over the past year, covering tokenized U.S. Treasurys, stocks, and private credit. She also said stablecoin transfer volume exceeded $4.7 trillion during the same period. Liu said tokenization could help more investors bypass geographic, minimum investment, and qualification barriers, and allow assets to be used as collateral or to generate yield.

Solana Foundation Chair Lily Liu said capital, assets, and ownership are moving toward 24/7 internet infrastructure, creating what she described as a long-term token supercycle. According to ChainCatcher, she said tokenization goes beyond putting assets on-chain and can change how assets are issued, held, financed, and traded in markets that never close. Liu said stablecoins have already shown that money can move on-chain globally, while financial institutions are pushing more assets onto blockchains and infrastructure is beginning to meet real-economy demands for speed and lower costs. She also said AI economic agents need programmable money. She said these trends could lead any asset with clear ownership to be tokenized, expanding distribution, financing, and trading channels. Over the past year, RWA trading volume on Solana reached hundreds of billions of dollars, including tokenized U.S. Treasuries, stocks, and private credit, while stablecoin transfers exceeded $4.7 trillion. Liu added that tokenization could help more investors bypass geographic, minimum investment, and qualification barriers, and allow assets to be used as collateral or to generate yield. She said on-chain markets remain far smaller than traditional markets, but the infrastructure could eventually reach 5.5 billion internet users worldwide.

与贝森特的「介入主义」不同，沃什表现得极为克制。面对长期收益率居高不下的挑战，贝森特手中的工具箱远未枯竭，一旦火力全开，其对市场的冲击力将不亚于货币政策。

对于Robinhood Chain而言，Meme造富效应和高APR可以成为吸引流量和资金的第一把火，但要让这把火持续燃烧，最终还需要真实的交易需求和可持续的生态价值。

​无论是不是沃什在任，美联储的长期政策压力依然会是降息。当然，沃什宣布放弃前瞻指引，等于是推动政策体系本身也进入了模糊状态。

本文梳理Robinhood Chain目前有哪些主要协议，看懂Robinhood Chain的生态地图。

AMM诞生于早期区块链吞吐量低、订单修改成本高的技术约束，却成为近十年交易机制中最重要的创新之一。

Ethena 需要一个足够火热的股票永续合约市场才能获得高收益，但它进场本身，又可能亲手把这份高收益磨平。

OpenAI says its upcoming Astra model can find and exploit previously unknown security flaws, so it is adding stronger safeguards before release. Astra will initially be limited to selected testers, while OpenAI monitors its activity and restricts capabilities to reduce the risk of misuse.

Webull has launched crypto trading in Canada through Coinbase’s infrastructure, giving customers access to assets such as Bitcoin, Ether and Solana on its existing platform. The move expands Webull’s investment services as crypto ownership in Canada grows, with digital asset ownership rising to 25% this year from 10% in 2023.

一条链好不好，不看它说自己能做什么，看它真的在做什么。

More than $13.5 million sitting in a Premier League bank account has been frozen by the UK’s National Crime Agency as investigators examine whether the funds could be linked to alleged third-party criminality.