Unitree Technology, widely described in the source article as China’s "first humanoid robotics stock," drew intense demand in its IPO, with an online allotment rate of just 0.01809759% after a callback mechanism and an oversubscription multiple of 8,288.82 times. The company priced its shares at RMB 150.8, issued 40.4464 million shares, and raised about RMB 6.099 billion, exceeding its original fundraising target by 45.15%. Pre-listing perpetual contract data from trade.xyz implied a market capitalization of about $35.47 billion, or roughly RMB 239 billion, while predict.fun showed a 75% probability that Unitree’s closing market value would top RMB 200 billion. The article also lays out a wide range of post-listing valuation views, from RMB 109 billion to more than RMB 400 billion, and highlights founder Wang Xingxing’s responses on valuation, shipment scale, embodied AI capabilities, and criticism over remote control features.

Robot training data has moved from a quiet infrastructure layer into one of the busiest segments tied to embodied AI, and Axis Robotics wants to position itself at the center of that shift. In an interview with PANews, founder Chris Feng said the core issue is the scale of the data gap: while GPT-3 needed about 15 million hours of human internet data, robotics may require 100 million hours or more because physical-world tasks involve space, motion, object states, and the consequences of actions in changing environments. Feng described today’s data supply stack as a tradeoff between three main sources: real-robot teleoperation, simulation, and first-person human video. Real-robot data offers the closest match to deployment hardware but is expensive, with one hour of high-quality teleoperation data costing as much as $200 by industry estimates cited in the interview. Simulation scales better and is easier to validate, though the sim-to-real gap remains a central constraint. First-person data can expand coverage across real environments at lower cost, but its value depends heavily on future robot form factors and camera placement. Axis says it has collected more than 2.2 million robot trajectories and 28,000 cumulative data hours through browser-based teleoperation. The company also uses blockchain on Base to record relationships between tasks, verified data, and contributors, aiming to support incentive design and provenance tracking. Over the next six to 12 months, Axis plans to broaden its data products, triple its community size in half a year, and raise annual recurring revenue to between $500,000 and $1 million while trying to join supplier lists at leading robot model companies.

According to 10x Research, Bitcoin may be moving away from its correlation with the S&P 500, as reported by ChainCatcher. The analysis says that if the Federal Reserve cuts interest rates in September because of weak summer employment, Bitcoin and gold could be the main beneficiaries. The report recalls that after the FOMC meeting in late July 2026, bond traders were convinced the Fed would raise rates in September, and market pricing implied two hikes by year-end. However, 10x Research argues that a sudden shift to hiking by the four voters who favored holding rates steady in July would face an excessively high hurdle within six weeks. More important is seasonality: the labor market has historically been soft in summer, which helped push rate cuts in September 2024 and September 2025. With the World Cup over, similar employment weakness could force bond traders to reassess their hike expectations. If that happens, gold and Bitcoin would both benefit, the firm says.

U.S. stocks pulled back from record levels on Monday as two pressures hit risk appetite at the same time: rising geopolitical tensions tied to the Strait of Hormuz and growing scrutiny of Nvidia’s role in a planned AI infrastructure financing platform. The Dow Jones Industrial Average fell 0.11%, the Nasdaq dropped 0.32%, and the S&P 500 slipped 0.06%, while the Philadelphia Semiconductor Index lost nearly 3% and all 30 of its components finished lower. Energy markets moved sharply higher. Brent crude jumped more than 5% intraday and closed above $87, while WTI climbed back above $82. Gold rose past $4,400 an ounce, its highest since June 5, and bond yields also advanced, with the 10-year Treasury yield up about 6 basis points to 4.71%. Markets pushed the probability of a September rate hike back to roughly 54%. At the center of the equity sell-off was Nvidia. Reports said the company is working with Apollo, Blackstone, BlackRock GIP, Brookfield, Goldman Sachs, and KKR on a platform meant to mobilize more than $500 billion in third-party capital for AI chips, power, and data centers. Nvidia later said the figure refers to future third-party capital that could be raised, not committed revenue or a single fund. Even so, traders remained focused on whether these AI projects can generate enough cash flow to justify the capital being deployed.

According to Coinglass data cited by ChainCatcher, whale positions on Hyperliquid currently total $4.658 billion. Long positions stand at $2.321 billion, representing 49.83% of the total, while short positions amount to $2.337 billion, or 50.17%. That leaves aggregate long and short exposure almost exactly in balance. In dollar terms, long positions are carrying an unrealized loss of $78.7929 million, while short positions show an unrealized gain of $9.3976 million. One whale address, 0x0ddf..02, is running a 3x full-margin short on ETH at a price of $1,700.06. That trade is currently showing an unrealized loss of $11.2367 million. These figures are drawn from Coinglass and were relayed by ChainCatcher. The data offers a snapshot of whale positioning on Hyperliquid, with the biggest divergence appearing inside the ETH trade: the single whale short is losing money even as the broader short side of the platform's whale book is in positive territory. ChainCatcher published the update on Aug. 10, 2026, at 02:00 UTC.

Data from Coinglass shows Hyperliquid whale positions totaling $4.851 billion, with longs at $2.393 billion (49.33%) and shorts at $2.458 billion (50.67%). Long positions show an unrealized loss of $89.29 million while shorts are up $19.38 million. One whale address, 0x0ddf..02, opened a 3x full-margin short on ETH at $1,700.06 and is currently down $10.23 million.

ether.fi has removed all restaking exposure from weETH, turning its flagship asset into a plain liquid staking token while isolating restaking in weETHs, a separate token built on Symbiotic. The move breaks up the structure that once made ether.fi the biggest business built on EigenLayer’s restaking model. According to DefiLlama, ether.fi’s staking arm now holds $3.3 billion, down from a peak of $12.43 billion in August 2025, while only 9,136 weETHs tokens worth roughly $18 million are in circulation. The protocol’s own slashing-risk documentation says that as of August 2026, less than 1% of ether.fi assets remain restaked with EigenLayer, down from about half in early 2026, with that share expected to fall to zero in the third quarter of 2026. ether.fi also says it plans to remove EigenPod withdrawal credentials from validators by the fourth quarter of 2026, cutting its last structural tie to EigenLayer. The shift comes as the broader liquid restaking sector continues to contract and as ETHFI and EIGEN both trade well below prior highs.

As of Aug 5, CME FedWatch data shows a 43.1% probability that the Fed will hold rates steady in September and a 56.9% probability of a 25 basis point rate hike.