Crypto Morning Brief: Robinhood Chain Cumulative Fee Revenue Hits $13.05 Million, Grok 4.7 Model to Release in 10 Days

Author: TechFlow

Yesterday's Market Updates

Yi Lihua: BTC Pullback Between $75.5K and $76K, Next Resistance at $86K

In a social media post, Liquid Capital founder Yi Lihua stated that after Bitcoin failed to break through the $81K resistance level a few days ago, the outlook has recently shifted to a pullback within the $75.5K to $76K range, followed by a bullish continuation toward the next resistance level at $86K.

These judgments over recent months have been largely correct, but that does not guarantee future accuracy. Every trade requires caution and a fresh start. Making mistakes is normal. Many argue that sharing market analysis is too easily disproven, where a single error ruins credibility. However, facing challenges head-on and continuously improving embodies the entrepreneurial spirit; failure is also an integral part of the business process.

JPMorgan: US Treasury Yields Rising to 5% May Pose Risks to Equities

Grace Peters, Head of Global Strategic Investments at JPMorgan, stated that rising bond yields continue to pose a key risk to global equities as they enter a historically weak September. While she anticipates further upside for U.S. and European stock markets this year, she warned that a 5% to 8% correction could still occur as risk events such as the November U.S. midterm elections approach.

This would constitute a healthy correction rather than a deterioration of market structure. Rising bond yields have become the primary concern for equity investors. Growing market anxiety suggests that higher oil prices will fuel inflation, pushing the 10-year U.S. Treasury yield to 4.8%, nearing the 5% threshold typically considered adverse for stocks; meanwhile, the 30-year Treasury yield has reached its highest level in 19 years. Increasing speculation points to policymakers being forced to raise interest rates, which would drive yields back to levels before U.S. Treasury Secretary Bessent expanded repurchase agreements to control long-term borrowing costs.

Binance Futures to Launch 7 Traditional Finance U.S. Equity Perpetual Contracts

According to official announcements, the Binance Futures platform will sequentially list seven USDⓈ-M TradFi perpetual contracts starting September 2, 2026. The underlying assets include NVDL, TSLL, DDOG, TEAM, MDB, ZS, and GTLB, all settled in USDT. They offer up to 20x leverage, with funding rates settling every eight hours capped at ±2.00%. The platform supports 24/7 trading and multi-asset mode.

Strategy CEO: Bitcoin Purchases Not Price-Driven, Current Net Debt at Zero

Strategy CEO Phong Le told Bloomberg Crypto that the company has resumed buying Bitcoin, emphasizing that purchasing decisions are not driven by short-term price movements. He noted that Strategy currently holds approximately $72 billion in assets, comprising $65 billion in Bitcoin and $7 billion in cash/assets, with zero net debt.

Early SHIB Whale Transfers 600 Billion Tokens Today, Worth Approximately $3.09 Million

On-chain monitoring data shows that an early whale who acquired 103 trillion SHIB (representing 17.4% of total supply) in 2020 for 37.8 ETH (approximately $13,700) transferred another 600 billion SHIB today, valued at roughly $3.09 million.

Since 2021, this address has cumulatively sold 10.06 trillion SHIB at an average price of approximately $0.0000066, generating roughly $66.6 million. It currently holds 93.27 trillion SHIB, worth about $478 million.

Musk: Grok 4.7 Model to Launch in 10 Days

Musk posted on X, teasing the release of the Grok 4.7 model ten days from now. The Grok 4.7 model reaches a parameter scale of 2.1 trillion, marking a 40% increase compared to Grok 4.6 (1.5 trillion).

Robinhood Chain Accumulates $13.05 Million in Fee Revenue, Arbitrum Ecosystem Receives ~$1.3 Million in Revenue Share

According to arbdata, Robinhood Chain generated cumulative fee revenue of $13.05 million in its first two months, setting a new record. Annualized based on the last 30 days of fee income, the annual revenue stands at approximately $110 million.

Under its collaboration and licensing agreement with Arbitrum, Robinhood Chain must return 10% of its protocol net revenue to the Arbitrum ecosystem, with 8% allocated to the Arbitrum DAO treasury and 2% distributed to the Arbitrum Developer Guild. Based on current cumulative revenue, the Arbitrum ecosystem has received approximately $1.3 million in revenue sharing.

Unitree Robotics Stock Drops Below 550 Yuan, Halving From Its IPO Day High of 1,100 Yuan

Shares of Unitree Robotics have fallen below 550 yuan, dropping by half from their peak of 1,100 yuan on the first day of trading.

Japanese Listed Company Remixpoint Clears Out Altcoins, Retaining Only Bitcoin Holdings

Japanese publicly listed company Remixpoint announced that it sold all its holdings of ETH, SOL, XRP, and DOGE on September 1, realizing a total sale amount of 878.8 million yen and a capital gain of 117.8 million yen. Following the sales, the company's crypto asset portfolio consists solely of approximately 1,506 Bitcoin.

Remixpoint stated that this adjustment aims to further concentrate its crypto asset portfolio, clarify a holding and operational strategy centered on Bitcoin, and enhance capital efficiency. The related gains are expected to be reflected in fiscal Q2 results ending March 2027. Proceeds from the sales will be considered for growth areas such as grid-scale energy storage, strengthening financial foundations, and other measures to enhance corporate and shareholder value.

Today's Market Overview

Recommended Reads

Credit Card Purchases for Low-Cap Meme Tokens with Bank Cashback? Breaking Down Robinhood's Overt Onboarding Play

https://www.techflowpost.com/article/33695

The "Mass Adoption" the Web3 industry has strived for over the years may be unfolding in reality through an incredibly surreal mechanism.

Recent tests by several overseas media outlets revealed that users on the Robinhood Wallet and the Fomo trading app can directly purchase Meme tokens using Apple Pay with Visa or Mastercard. This transaction bypasses cumbersome individual KYC processes and is even disguised as everyday purchases like "digital movies" on bank statements, allowing cardholders to effortlessly collect credit card points and cashback from issuing banks.

Chase, under JPMorgan, has already filed a complaint with Visa. This seemingly absurd "arbitrage" actually reveals the core incremental driver of this market cycle: overseas traditional retail investors are crossing into on-chain ecosystems with zero barriers via payment shortcuts.

Goldman Sachs Research Interpretation: Regulatory Tightening Cannot Halt AI Compute Demand, August Project Announcements Hit Record Pace

https://www.techflowpost.com/article/33690

In August, governors in Texas and Pennsylvania signed executive orders tightening regulatory, energy, and environmental thresholds for data center development. Goldman Sachs utilities analysts believe this will have minimal impact on high-quality, large-scale projects, while truly speculative and undercapitalized ventures will suffer. SMCI reported its Fiscal Q4 FY26 results on August 11, providing FY27 revenue guidance of $65 billion to $72 billion, with single-quarter F4Q orders exceeding $60 billion, approximately 70% of which relate to pure AI deployments.

AI infrastructure demand has not slowed despite regulatory tightening. August saw another wave of dense global AI project announcements, ranging from a $240 million partnership between IBM and Together AI and the launch of Saudi Arabia's sovereign AI platform to a multi-billion-dollar agreement between CoreWeave and quant giant Hudson River Trading. In its monthly AI project tracking report released on August 31, Goldman Sachs outlined key developments across the global AI infrastructure sector during the month. AI compute capacity is consolidating among industry leaders, and sovereign state participation is accelerating.

Stop Blindly Chasing Microcaps: 4 Essential Data Dashboards to Decipher the Real Fund Flow Landscape on the Robinhood Chain

https://www.techflowpost.com/article/33682

The market moves quickly, and in the "Trenches" where thousands of new tokens spawn daily, mastering real-time data is equally crucial.

Therefore, we have compiled four Dune dashboards currently monitored closely by advanced traders and seasoned on-chain veterans. From macro liquidity flows to micro-level smart money movements, these tools will help you build your own personal on-chain navigation system.

Goldman Sachs Research Interpretation: Q3 Memory Expectations Largely Met, PC DRAM Forecasts Raised to 18-23%

https://www.techflowpost.com/article/33681

Memory prices continued to rise in Q3, though performance diverged across categories.

On August 31, Goldman Sachs released its memory price tracking report. TrendForce raised its Q3 2026 PC DRAM price growth forecast to 18%–23%, maintained server DRAM growth estimates at 13%–18%, lowered mobile DRAM expectations to 8%–13%, and NAND growth of 20% broadly aligns with Goldman Sachs' predictions. The common rationale behind price hikes across categories is suppliers continuously shifting production capacity toward server DRAM and HBM, squeezing supply for other segments. Goldman Sachs maintains Buy ratings for Samsung Electronics and SK hynix.