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On August 15, a rare scene unfolded as Jensen Huang joined forces with six major Wall Street asset management giants to endorse the idea of establishing AI computing as an independent asset class. Analysts believe this reflects Huang's commitment to the concept of token economics, marking a shift in the AI boom from a technological competition to a capital competition. However, the latest plan has raised concerns among investors regarding 'circular financing' and debt risks. In response to these doubts, Huang personally stepped in to reassure the market, stating that Nvidia may provide a residual value support mechanism of up to 25% for individual investment projects and will carefully evaluate each project. Following this, market sentiment showed slight improvement. (CCTV Finance)

On August 15, news emerged that CryptoQuant analyst Darkfost stated that Bitcoin's apparent demand has significantly improved, but it remains negative at -32,000 BTC. When Bitcoin entered its current consolidation phase in early June, demand was estimated at -272,000 BTC. This is a positive change, but it is not yet strong enough. Similar patterns were observed in February and May 2026, after which demand weakened again. This may also be related to the decrease in average mining volume, as hash power has declined, leading to reduced output. Therefore, while this is not yet a sufficiently strong positive momentum, the trend is worth close attention.

On August 15, the conflict between the U.S. and Iran continues to escalate, with oil transportation through the Hormuz Strait still at a standstill. Iran stated that it will not restore navigation in the Strait unless the U.S. accepts the 'reality of failure' and stops its pressure. U.S. President Trump claimed that the public needs to accept higher gasoline prices as the cost of curbing Iran's nuclear program. Iranian Deputy Foreign Minister Gharib Abadi stated that the opening and closing of the Hormuz Strait will be determined by Iran. He mentioned that as long as the U.S. 'does not accept failure and continues to fantasize,' Iran will continue to impose restrictions on Strait shipping. According to Reuters, before the conflict, the Hormuz Strait accounted for about one-fifth of the world's oil supply, but the volume of tankers has significantly decreased. Data from ship tracking agency Kpler shows that only two vessels passed through the Strait on Friday, with no records of crude oil transportation, far below the pre-conflict level of over 130 vessels per day. Trump stated at a political rally in New York that the rise in U.S. gasoline prices is the price to pay to prevent 'evil nations' from acquiring nuclear weapons. He said American consumers need to accept 'slightly higher' gas prices. Data from the American Automobile Association (AAA) indicates that the average gasoline price in the U.S. has risen to about $4.08 per gallon, a 29% increase year-on-year. International oil prices have also been affected, with Brent crude futures rising about 6% this week and WTI crude futures increasing about 5.4%. Meanwhile, Iran's economy is also under pressure. Iranian President Raisi stated that U.S. port blockades and sanctions on Iranian oil exports have exacerbated domestic inflationary pressures. Currently, there has been no resumption of peace negotiations between the U.S. and Iran. U.S. Treasury Secretary Mnuchin announced that more economic measures against Iran will be revealed next week. At the same time, Iranian-backed Houthi forces have launched a new round of attacks in Yemen, raising concerns about further escalation of regional conflicts.