According to TradingBeats monitoring, as of press time, BTC has risen by about 3.0% in the past 24 hours, ETH has risen by about 0.9%, and BTC is leading by about 2.2 percentage points in the short term. However, during the period when BTC is dominant, address 0x0911 is involved in a $20 million fund movement.
CryptoQuant analyst Darkfost stated on X platform that the total demand for BTC has increased to approximately 170000 BTC in the past 30 days, and the market is currently entering a demand driven upward phase, with new demand absorbing profit taking and selling orders.
PeckShield detected that a certain wallet address quickly sold after buying YT reUSD to increase its yield, resulting in the liquidation of approximately $36.39 million in PT reUSD circulating positions on Morpho. （PeckShieldAlert）
Fox business reporter Charlie Gasparino pointed out that Besant tried to reduce the yield of 10-year US bonds to around 4.3% through the treasury bond bond repurchase and restructuring of bond issuance, in order to gain leverage in the mid-term elections. CTA and trend tracking strategy funds have short positions in the global bond market, measured at approximately $155 million in DV01. If prices rise, the replenishment scale can reach $150 million in DV01. After the Ministry of Finance used $954 billion in TGA funds, the yield fell briefly. Besant's intervention has displeased Federal Reserve Chairman Kevin Walsh and cooled his willingness to reduce the Fed's balance sheet.
[JPMorgan: Marvell Technology's 2028 EPS Expected to Reach $11, Raises Performance Forecast]
According to Trend Research, JPMorgan's August 24, 2026 report indicates that Marvell Technology's calendar year 2028 earnings per share (EPS) is expected to reach $11, exceeding the market consensus of $9.64 by 14%. JPMorgan reiterated its overweight rating with a target price of $240. JPMorgan estimates Marvell's fiscal year 2027 third-quarter revenue guidance to be close to $3.1 billion, surpassing the market consensus of $3.028 billion.
