[Morgan Stanley Research Report Indicates Silver Lake in Talks to Acquire Workday] According to Trend Research, Morgan Stanley's August 16 research report cited a Reuters report stating that private equity giant Silver Lake is in discussions to acquire Workday. Workday's market capitalization is approximately $50 billion, and if acquired at a 30% to 40% premium, the valuation would be roughly 5 times its 2027 price-to-sales ratio and 16 times its 2027 free cash flow. The report noted that open-source models are suppressing token prices, while hyperscale vendors maintain a 20% to 60% ROIC on their proprietary computing power. Investor surveys show that 52% expect increased differentiation within software stocks, with bullish investors outnumbering bearish ones by about two to one. Morgan Stanley projects Cursor's annualized ARR to reach $8 billion by the end of the year and $33 billion by 2030, while maintaining an underweight rating on Netcompany.

Binance Alpha has launched the Niulai token.

[Kraken Launches U.S. Stock Trading Service for EEA Users] According to The Block, Kraken has officially launched U.S. stock trading services for eligible users in all member countries of the European Economic Area (EEA). This service is now fully open to the entire EEA. Kraken is currently the only crypto-native platform capable of offering both U.S. stock spot trading and their tokenized versions within the same regulated account for EEA users.

Sina Mahmoodi, the core developer of the Ethereum Foundation, announced her resignation, ending her tenure of over seven years. Sina Mahmoodi joined the Ethereum Foundation in 2019 and has been involved in the development of Ethereum JS, eWASM, and Geth clients.

CryptoQuant analyst Axel Adler Jr. stated that the long-term holder supply of Bitcoin is 16.35 million BTC, which is only 58000 BTC lower than the historical peak of 16.41 million BTC on July 30th, and has increased by 1.38 million BTC in the past 90 days. In the past 15 days, there have only been 2 days where the supply of long-term holders has decreased, resulting in low selling pressure. The current price of Bitcoin is about $64200, and the long-term holder cost base is about $49400, which is in the low-risk zone between $49400 and $74100.