[QTS Realty Trust Issues $3.9 Billion Bonds, BlackRock Issues High-Yield Data Center Bonds] According to Bloomberg, QTS Realty Trust issued $3.9 billion in bonds to fund Microsoft-related projects, with a coupon yield of approximately 7.23%. In July, BlackRock issued high-rated bonds for its data center project in Texas, achieving a yield of 7.53%. The demand for AI computing power is driving data center construction, and investors are turning to AI data center debt assets.

Goldman Sachs believes that the market trend this week belongs to a deleveraging market, with Goldman Sachs' high beta momentum portfolio falling 12% and AI hedge portfolio falling 10% in five days. Goldman Sachs stated that the AI trading is not over yet, and the storage and data center sector is the most tactically attractive. Nvidia's second quarter financial report and September industry conference will be the catalyst for the follow-up. Software has replaced semiconductors as the largest weight in the three-month momentum long portfolio, and the semiconductor and AI composite has entered the short portfolio. Funds are shifting towards European and Japanese banks, gold miners, and copper mining stocks.

Zach Pandl, Head of Grayscale Research, stated that based on structural adoption, market cycles, and macro factors, the current Bitcoin price provides a favorable entry point for long-term investors.

[South Korea's Five Major Crypto Exchanges Have 6,590 Corporate Accounts, Holding Assets Worth 43.4 Billion KRW] According to Yonhap News Agency, as of the end of July, the five major crypto exchanges—Upbit, Bithumb, Coinone, Korbit, and GOPAX—had registered a total of 6,590 corporate accounts. Among them, Bithumb holds 3,280 accounts, and Upbit holds 2,086 accounts. There are 711 corporate accounts that have completed KYC, and 29 accounts conducted actual trading activities last month. The value of crypto assets held by corporations through the five major exchanges is approximately 43.4 billion KRW, with Upbit holding about 27.08 billion KRW. The deposit balance held by corporations amounts to approximately 9.13 billion KRW.

LORACLE recovered approximately $3 million in funds, reducing its HYPE short position loss to approximately $16 million. （Onchain Lens）