Bitcoin break $80K！NVIDIA Extends Declines | WEEX TradFi Daily (Aug. 25, 2026)

Opening Summary

1. Bitcoin reclaimed $80,000 and Ethereum moved back above $2,500 as blue-chip crypto assets extended their rebound.
2. The Robinhood ecosystem and NFT sector outperformed, with CASHCAT and PENGU among the strongest names.
3. NVIDIA continued to weaken ahead of earnings as investors reassessed AI returns and the sustainability of capital spending.
4. PDD Holdings swung sharply after results, while Applied Optoelectronics fell after announcing a large equity financing plan.
5. Markets are watching the Jackson Hole Economic Symposium, as well as upcoming earnings from Intuit and Zoom.

1、Crypto Highlights

1）Bitcoin and Ethereum Rally as Institutional Spot ETF Inflows Continue

Bitcoin gained more than 3.7% during the week and held above $80,000, while Ethereum reclaimed the $2,500 level. The move was primarily supported by continued improvements in regional regulatory frameworks and rising expectations for a September rate cut, prompting capital to rotate from defensive assets into crypto risk assets. Major spot ETFs recorded consecutive days of positive net inflows, while total platform assets and retail participation also recovered.

Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）Robinhood Ecosystem Leads the Market as CASHCAT Reaches a New High

The Robinhood ecosystem led the market in 24-hour performance, with CASHCAT and TENDIES gaining more than 50% and 17%, respectively. The rally was driven by rising on-chain transaction demand and faster-than-expected progress in DeFi and AI application deployments, lifting overall sentiment across the ecosystem.

Watchlist: CASHCAT, TENDIES
Spot: CASHCAT / TENDIES
Futures: CASHCAT

3）NFT Sector Outperforms, Led by PENGU

The NFT sector outperformed across the crypto market, with PENGU, SUPER, and COLLECT gaining 7.2%, 10.12%, and 8.5%, respectively. The advance was mainly driven by a recovery in NFT market sentiment and increased activity across selected blue-chip ecosystems, improving expectations for NFT and metaverse applications.

Watchlist: PENGU, SUPER, COLLECT
Spot: PENGU / SUPER / COLLECT
Futures: PENGU / SUPER

2、Stock Highlights

1）NVIDIA (NVDA) Extends Declines Ahead of Earnings

NVIDIA (NVDA) has weakened for several consecutive sessions, with its maximum month-to-date decline reaching 8%. Broad weakness across storage and optical communication names has weighed on semiconductor sentiment, while investors remain cautious ahead of NVIDIA’s August 26 earnings release. Although Wall Street expects quarterly revenue of approximately $92 billion, the market is focusing more closely on AI return on investment, customer capital-expenditure sustainability, and order execution.

Watchlist: NVDA
Spot: NVDAB
Futures: NVDA

2）PDD Holdings (PDD) Swings Sharply After Quarterly Results

PDD Holdings (PDD) reported quarterly revenue growth above consensus expectations, but its shares surged in pre-market trading before quickly paring the gains. Expectations for the company’s cross-border business had already been elevated, prompting some investors to take profits after the results and rotate into other relatively undervalued Chinese names.

Watchlist: PDD
Spot: PDDON
Futures: PDD

3）Applied Optoelectronics (AAOI) Plunges After Announcing Equity Financing

Applied Optoelectronics (AAOI) announced a $600 million equity offering, sending the shares down as much as 13% intraday. The large financing plan creates a direct dilution risk for existing shareholders, while investors are also concerned that the subsequent pace of capital expenditure could delay earnings realization.

Watchlist: AAOI
Spot: AAOIB
Futures: AAOI

3、Today’s Outlook

1）Jackson Hole Economic Symposium | August 25–27

The Jackson Hole Economic Symposium opened on August 25 U.S. Eastern Time, while interest-rate futures have already fully priced expectations for a September rate cut. Investors will focus on policymakers’ comments regarding the pace of future easing and their latest assessments of inflation and employment. These signals will directly influence the short-term direction of major ETFs including QQQ, SPY, and IWM.

Watchlist: SPY, QQQ, IWM
Spot: SPYB / QQQB / IWMON
Futures: SPY / QQQ / IWM

2）Intuit (INTU) Q4 and Full-Year Earnings | August 25 After Close

Intuit (INTU) will report fourth-quarter and full-year fiscal 2026 results after the close on August 25. Consensus expectations previously pointed to quarterly revenue of approximately $4.269 billion. Investors will focus on paid-user growth in the company’s tax and accounting software businesses, commercialization of AI-powered features, and management’s guidance for the following quarter. TD Cowen recently downgraded the stock to Hold and cut its price target from $504 to $304.

Watchlist: INTU
Spot: INTUON
Futures: INTU

3）Zoom (ZM) Latest Quarterly Earnings | August 25 After Close

Zoom (ZM) will report its latest quarterly results after the close on August 25. Over the past 12 months, the company generated $1.961 billion in free cash flow, while cash reserves on its balance sheet remained well above total debt. The market will focus on paid conversion rates for AI tools aimed at sales teams, the revenue impact of its new pricing plans, and the growth potential of its enterprise collaboration business.

Watchlist: ZM
Futures: ZM

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