[Goldman Sachs Raises 2026-2028 WFE Market Forecasts, Driven by DRAM and Foundry Demand] According to TrendForce Research, Goldman Sachs' August 23 report raised its forecasts for the wafer front-end equipment (WFE) market in 2026, 2027, and 2028 to $150 billion, $218 billion, and $281 billion, respectively. DRAM and advanced process foundry demand are the primary drivers, with Samsung and SK Hynix's capital expenditure forecasts revised upward by 22% and 19%, respectively, and TSMC's annual capital expenditure increased by $8 billion. The $16.8 billion initial phase equipment investment pledged by SpaceX and Tesla for Terafab has also been included in the WFE forecast. Goldman Sachs highlights Applied Materials, Lam Research, ASML, Tokyo Electron, ASMI, BESI, Lasertec, and Ebara as key recommendations.

[Peter Schiff: Artificial Intelligence Poses a Threat to Bitcoin, Not a Benefit] Peter Schiff stated on social media that artificial intelligence competes with Bitcoin for speculative capital, electricity, and data center resources. Additionally, AI may discover vulnerabilities in Bitcoin's code, encryption algorithms, wallets, or network, undermining its security and scarcity.

According to Onchain Lens monitoring, Ceffu withdrew 120 million USDC from Ethena's custodial wallet on Coinbase Prime through 6 transactions in the past day, with the most recent withdrawal of 30 million USDC occurring 6 hours ago.

[BIT: Bitcoin Experiences Strongest Rally Since 2023 Banking Crisis, Macro Policy Expectations Heat Up] BIT analysis points out that Bitcoin is undergoing its strongest rally since the collapse of Silicon Valley Bank and Signature Bank in March 2023. Recent actions by the U.S. Treasury in the yen forex market and bond market have heightened investor expectations for a new round of macro policy support. The SEC's proposed crypto asset regulatory framework has sent friendly signals, boosting market sentiment. BIT's official Chinese-language analysis highlights that Bitcoin has regained upward momentum, consistent with scenarios discussed in research over the past few weeks.

Trader Killa stated that compared to the bottom pattern of Bitcoin in 2022, it is expected that the current Bitcoin pullback will be relatively shallow, with a bottom of $70000 to $73000, supporting a subsequent breakthrough of $80000. Killa expects the market to form a range to accumulate long positions and establish liquidity, and even sees another wave sweeping through the market above $79500 before reaching a low of $70000. Killa predicted the peak of this bull market in May 2025, shorted Bitcoin at $74688 in mid April, and turned long on June 5th.