WEEX Exclusive：Bitcoin Peaks Above $81,000 Then Pulls Back | WEEX TradFi Daily (Aug. 26, 2026)

Opening Summary

1. Bitcoin briefly broke above approximately $81,000 before pulling back, while Ethereum also strengthened and consolidated at elevated levels.
2. Chinese meme tokens rallied broadly, and the Layer-2 sector continued to lead the crypto market.
3. Technology and semiconductor stocks rebounded ahead of NVIDIA’s earnings, with investors focused on AI infrastructure demand and capital expenditure.
4. Moderna vaccine developments and a sharp decline in crude oil drove notable volatility across healthcare and energy-related assets.
5. Markets are focused on earnings and forward guidance from NVIDIA and Salesforce after the close.

1 Crypto Highlights

1）Bitcoin Breaks Above $81,000 Before Pulling Back; Ethereum Consolidates at Elevated Levels

Bitcoin peaked near $81,268 before retreating to around $79,000, while Ethereum held above $2,400. The move was mainly supported by continued spot ETF inflows, improving market liquidity, and a broader recovery in risk appetite. After the sharp advance, short-term investors began taking profits, leaving the market in a phase of consolidation and sentiment rebalancing.

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

2）Chinese Meme Sector Rallies Broadly as High-Volatility Tokens Attract Capital

The Chinese meme sector advanced broadly, with representative tokens including Lobster, Wo Ta Ma Lai Le, Binance Life, and Heima among the leading performers. The rally was driven by stronger community sentiment and capital rotation within the BSC ecosystem, bringing renewed attention to high-volatility thematic assets. The sector’s sustainability will depend on trading activity, community engagement, and follow-up catalysts from new ecosystem projects.

Watchlist: 币安人生, 我踏马来了, 龙虾, 黑马
Spot: 币安人生 / 我踏马来了 / 龙虾 / 黑马
Futures: BIANRENSHENG / 我踏马来了 / 龙虾

3）Layer-2 Sector Continues to Lead as STX, POL, and SNT Stand Out

The Layer-2 sector maintained relative strength during the broader market consolidation, with STX and POL among the strongest performers while SNT also benefited from capital rotation. Higher ecosystem activity and improving expectations for Bitcoin-related scaling solutions supported a recovery in sector valuations. Markets will continue to monitor on-chain activity, application growth, and capital inflows.

Watchlist: STX, POL, SNT
Spot: STX / POL
Futures: POL / SNT

2 Stock Highlights

1）Moderna (MRNA) Extends Gains as Vaccine Progress Supports Healthcare

Moderna (MRNA) remains highly volatile following previously positive trial data, as the market continues to reassess the commercial potential of its personalized mRNA cancer vaccine. The development improved expectations for the company’s future product pipeline and drew capital back into healthcare and biotechnology names. Investors are now focused on additional trial data, partnership progress, and the regulatory approval path.

Watchlist: MRNA
Spot: MRNAON
Futures: MRNA

2）Crude Oil Falls Sharply as Supply and Demand Expectations Are Repriced

Crude oil prices fell more than 6% over 24 hours, with both WTI and Brent retreating to recent lows. The decline was driven by a cooling assessment of the impact of economic pressure measures, profit-taking after the previous rally, and a repricing of supply-disruption risks. Investors are now watching geopolitical developments, production changes, and global demand expectations for the next direction in oil prices.

Watchlist: CRUDEOIL, USO
Spot: CRUDEOIL / USOON
Futures: CL / BZ

3）Semiconductor Sector Rebounds as AI Demand Expectations Recover Ahead of NVIDIA Earnings

Semiconductor and related hardware stocks rebounded ahead of NVIDIA’s earnings, with AMD, Micron (MU), TSMC (TSM), Marvell (MRVL), and Super Micro Computer (SMCI) among the stronger names. The move was driven mainly by a recovery in expectations for AI infrastructure demand. Investors will focus on whether NVIDIA’s results validate data-center demand, customer capital expenditure, and the durability of orders across the broader hardware chain.

Watchlist: AMD, MU, TSM, MRVL, SMCI
Spot: AMD / MU / TSM / MRVL / SMCI
Futures: AMD / MU / TSM / MRVL / SMCI

3 Today’s Outlook

1）NVIDIA (NVDA) | August 26 After the Close

Consensus expects quarterly revenue of approximately $92 billion and adjusted EPS of around $2.09, with data-center and AI businesses remaining the central focus. Investors will watch revenue and EPS, data-center and AI contribution, gross-margin levels, and full-year management guidance. The sustainability of capital expenditure, visibility into customer demand, and order execution will determine the impact of the report across the broader AI hardware chain.

Watchlist: NVDA
Spot: NVDAB
Futures: NVDA

2）Salesforce (CRM) | August 26 After the Close

Consensus expects quarterly revenue of approximately $11.33 billion and adjusted EPS of around $3.27. Investors will focus on AI-agent monetization, contribution from the Agentforce platform, subscription growth, operating margins, and full-year guidance. The sustainability of enterprise IT budgets and actual customer demand for AI tools will be key variables in assessing the company’s future growth runway.

Watchlist: CRM
Spot: CRMON
Futures: CRM

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