DashTape

DashTape reports according to Hyperbot data, Garrett Jin, agent of the “1011 Insider Whale,” has just reduced his ZEC short position. So far, approximately 7,000 ZEC have been closed and reduced. His 3x leveraged ZEC position has dropped to 32,759.57 ZEC, with a position value of approximately $38.26 million, currently showing a floating loss of $19.32 million.

DashTape Planet Daily News Bitcoin News posted on the X platform that French Bitcoin treasury company Capital B has purchased an additional 376 Bitcoin, paying €25.3 million, bringing its holdings to 3,521 BTC. The funds for this purchase came from a recently completed financing round, which included a €28 million private placement, with Adam Back investing an additional €7.6 million, executed by Swissquote. The average cost of all Bitcoin in Capital B's total reserves is €87,878 per coin.

DashTape reports Trader frankdegods stated that he was previously shaken out of his 4Stock position due to PVP market conditions, but has now repurchased his full position. He is bullish on the mechanism announced by FourMeme for 4Stock, where starting tomorrow, 100% of the trading fees generated by the token will be used for buybacks. frankdegods added that 4Stock corresponds to BNB DAT, a stock previously operated by the YZi Labs team, with a current market cap of approximately $200 million. The token has risen about 50% intraday amid the related Meme coin narrative. He remarked, "We have a chance to change our lives again."

DashTape Planet Daily News: AI chip startup Celero Communications announced the completion of a $275 million funding round, bringing the company's valuation to over $3 billion. The round was co-led by Atreides Management, Valor Equity Partners, and CapitalG, the venture capital arm of Alphabet. Founded in 2024, Celero develops coherent digital signal processors (DSPs) for optical data transmission in AI systems, improving high-speed data transfer efficiency between data centers and across server racks within a single data center, thereby enabling the construction of larger-scale AI chip clusters. Atreides Managing Partner and Chief Investment Officer Gavin Baker is set to join Celero's board of directors. (Bloomberg)

DashTape reports According to Lookonchain monitoring, an Ethereum OG whale sold 11,000 ETH through Wintermute an hour ago, worth $27.23 million.

DashTape reports According to Lookonchain monitoring, US Bitcoin ETFs recorded a net inflow of 398 BTC today, while Ethereum ETFs saw a net outflow of 19,667 ETH.

DashTape Planet Daily News: Christine D. Kim posted on X platform, stating that last Thursday, Bitcoin Core developers held their weekly meeting to discuss whether the team has fallen behind the curve in AI applications. Spiral lead Steve Lee noted that donors and community members are concerned that the Core project has neither adequately defended against AI-driven cyber threats nor effectively leveraged AI to assist with code review, testing, and troubleshooting. This month, over 5,200 Bitcoin addresses have been compromised by hackers, resulting in losses exceeding 1,800 BTC. Hackers reportedly exploited Kimi K3 to discover vulnerabilities in the Coldcard wallet, and the CLN client also rushed to fix critical bugs amid a surge in AI-generated reports.

DashTape reports according to Hyperbot data, Machi Brother (Huang Licheng) closed all his Bitcoin long positions of approximately 610 BTC about an hour ago, incurring a loss of roughly $327,000. His total position value has now dropped to approximately $112 million, with floating losses of about $867,000 and a return on investment of -16.23%. His current positions are as follows: 1. Holding 37,500 ETH in a 25x leveraged long position, valued at $92.163 million, with unrealized gains of $167,000; 2. Holding 240,000 HYPE in a 10x leveraged long position, valued at $19.82 million, with floating losses of $1.034 million.

According to DashTape, SpaceX's stock price has recently been fluctuating within a narrow range, but a new wave of buying may arrive soon as the Nasdaq 100 Index undergoes its quarterly rebalancing later this month. Due to lock-up restrictions, SpaceX has a relatively low proportion of freely floating shares, which currently gives it a weight of only 1.25% in the Nasdaq 100 Index, ranking 19th. Despite its market capitalization exceeding $2 trillion, placing it sixth among the index's constituents. Following the next index rebalancing, SpaceX's weight is expected to increase. The adjustments will be announced after the market close on Friday and take effect on September 21. This is partly because more than 1 billion shares have already been unlocked, raising SpaceX's free-float shares from less than 10% of total shares outstanding shortly after the IPO to nearly 30%. According to a report released Tuesday by J.P. Morgan Securities strategists including Min Moon, SpaceX's weight could rise to 1.51% after the rebalancing, which would trigger approximately $12.4 billion in passive net buying of SpaceX shares by index funds and ETFs. Nasdaq data shows that as of the end of the second quarter, approximately $1.7 trillion in assets were tracking the Nasdaq 100 Index, including the Invesco QQQ Trust Series 1 exchange-traded fund, widely known by its ticker QQQ.

DashTape reports CryptoQuant analyst XWIN Japan stated that Bitcoin's market structure remains constructive, but the subsequent trajectory still depends on whether genuine spot demand can effectively absorb market supply. On-chain data shows ETF holdings continuing to rise, with institutional investors still absorbing BTC and large investors forming buy-side support at current levels. However, Binance BTC reserves remain at approximately 685,000–687,000 BTC, while the 7-day average net exchange inflow has risen to about 593 BTC, indicating lingering selling pressure. Stablecoin inflows are increasing, with market purchasing power rising in tandem. On the derivatives front, the funding rate has turned negative, and open interest fell from approximately $27.5 billion to $25.7 billion between September 4 and 5. However, Binance BTC open interest has recently climbed above $10 billion, a six-month high, suggesting that the current rally is not yet fully spot-driven. The short-term holder SOPR has recovered to above 1, improving sentiment while also expanding room for profit-taking. Some long-dormant BTC (including addresses linked to 2010-era miners) have recently shown signs of activity. The analyst noted that the key at this point is whether spot demand can absorb supply and push BTC to effectively break through the $82,000–$83,000 resistance range.