Alpha

🌍 This week features key economic events across the US, Europe, and Russia as corporate earnings season continues. On Monday, Japan will release its GDP data, while China reports July industrial production. Canada's CPI will also be released. Tuesday sees Germany and the Eurozone share ZEW Economic Sentiment, alongside multiple US metrics including ADP Employment and Housing Starts. Wednesday brings UK CPI data, Eurozone current account figures, and US oil inventory reports. Notable events on Thursday include China's LPR announcement and US jobless claims. Friday highlights include PMI data from Australia, Japan, Germany, and the US.

🚀 As of August 2026, over 20.07 million BTC have been mined, leaving only 4.4% of the total supply remaining. Binance CEO CZ estimates that between 10-20% of existing BTC are permanently lost due to various reasons. The number of permanently lost BTC continues to rise in the context of a limited total supply. "BTC is a deflationary asset," states CZ.

⚠️🇺🇦 British drones have been deployed for strikes deep into Russia for the first time, according to The Sunday Times. The Nyan drones, produced by the British company Callen-Lenz in Wiltshire, were used in attacks on oil refineries in Volgograd and Yaroslavl.

⚠️🇺🇦 The Russian Ministry of Defense announced a strike on the facility of Fire Point, the manufacturer of the "Flamingo" missiles, located in Kyiv. Earlier, the chief designer of Fire Point, Shtilerman, stated his intention to "finish off" the Wildberries marketplace.

⚠️✴️ Institutional sales of Bitcoin (BTC) continue on Coinbase, with the Coinbase Premium Index remaining in negative territory for 90 consecutive days. According to data from Coinglass, this index measures the premium or discount at which BTC trades on Coinbase compared to other exchanges.

🇺🇸 Anthropic's IPO valuation is contingent on projected revenue of $190-200 billion by 2028. Bankers and investors are utilizing enterprise value-to-revenue multiples based on these forecasts. — RTRS

🌍 AI models from Alibaba have reached 3 billion downloads worldwide, surpassing Meta and Google. This achievement positions Alibaba as the number one AI platform globally. *recognized as extremist and banned in Russia

🚫🛢️ Kazakhstan is currently not supplying its oil via the Druzhba pipeline to Germany, according to the Ministry of Energy.

⚠️🇺🇦 The Moscow region experienced one of its most extensive drone attacks last night, according to Governor Andrey Vorobyov. Major warehouses in the area were targeted, including a Wildberries facility spanning approximately 250,000 square meters, one of the largest logistics hubs for the marketplace. Starting Saturday evening, around 600 drones were headed toward the Moscow region, with 201 neutralized by air defense forces before reaching the capital, as reported by Sobyanin.

🚀 Anthropic's revenue for Q2 2026 has surpassed $11.5 billion, marking a 14-fold year-on-year increase. Pre-IPO futures for Anthropic (#ANTHROPICUSDT) have surged on cryptocurrency exchanges over the past week, with traders currently valuing the company between $1.6 trillion and $1.85 trillion. The IPO, anticipated for September this year, could potentially set a record, with estimates suggesting a valuation of $2 trillion at launch, surpassing SpaceX’s previous record, according to FT.

❗️🇰🇷🇰🇵 South Korean President Yoon Suk-yeol has proposed to North Korea to initiate negotiations aimed at ending the war, according to Yonhap.

🚀 The Bank of Russia has included cryptocurrencies in the list of assets that professional participants, including exchanges, must consider when calculating prudential norms reflecting their financial stability. Brokers, asset managers, forex dealers, and crypto exchanges can only count cryptocurrencies permitted for trading on exchanges, with these assets making up no more than 25% of the total asset value. Additionally, the digital currencies included in this limit must be registered with crypto depositories.

🚨 Negative sentiment towards XRP on social media has surged to a three-month high after the token fell below the significant psychological threshold of $1. The number of active addresses has also seen a sharp increase. Experts from Santiment believe that such a drastic shift in sentiment could be setting the stage for a counter-signal.

🚨 Iran Gulf countries such as Saudi Arabia, UAE, Qatar, Kuwait, and Bahrain are dissatisfied with Trump's approach to the conflict with Iran. Some nations question the wisdom of hosting U.S. military bases on their soil, according to the Wall Street Journal. Additionally, RTRS reported that the UAE, behind the U.S. back, agreed to unfreeze $20 billion of Iran's funds in exchange for halting attacks on their territory, with the first $3 billion already transferred. The UAE's Foreign Ministry officially denied this, labeling the reports false, though agency sources insist on their accuracy.

⚠️🇮🇷 The United States and Iran find themselves in a protracted war with neither side able to secure a decisive victory or a clear path to end the conflict. The ongoing situation shows few signs of a swift resolution. – BBG

🚫 The Cosmostation wallet, part of the Cosmos (ATOM) ecosystem, will cease customer support starting September 1. Experts believe this shutdown could accelerate liquidity outflows from Cosmos and increase pressure on the native token ATOM. As a result, ATOM has experienced a decline of 3%. For more details, click here.

🇦🇫🇺🇸 The head of the war is closed. Afghanistan has proposed that the United States restore its diplomatic presence in Kabul and invest in the development of mineral deposits, dams, and roads. This was revealed by Foreign Minister Amir Khan Muttaqi in an interview with the NYT. For more details, read the full article here.

🚀 Tesla's value could soar to nearly $8 trillion following the launch of sales for humanoid robots, Optimus, according to an interview with Elon Musk's father reported by RIA Novosti. Meanwhile, SpaceX's valuation may rise to $10 trillion, as stated by Musk's father.

⚠️🇺🇦 Due to a shortage of missiles for the Patriot system, Ukraine is "expressing despair" and raising alarms at all levels as winter approaches, according to Die Welt.

🌍 Europe is developing its own negotiation format regarding Ukraine, fearing exclusion from the dialogue. France, Germany, and Britain are concerned that the Trump administration might sideline them in the negotiation process, according to the New York Times.