AI Earnings Week and Hawkish Fed Signals | WEEX TradFi Daily(August 31, 2026)

Opening Summary

1. The BSC-based meme coin Niulai briefly exceeded a $120 million market capitalization, with market attention continuing to rise.
2. Bitcoin spot ETF flows turned negative on August 28, while the $80,000 area is being reassessed from support to resistance.
3. Escalating U.S.-Iran tensions pushed Brent crude back above $90, while Marvell Technology fell sharply despite beating earnings expectations. SK Hynix also formally began construction of its U.S. HBM packaging facility.
4. Markets continue to focus on AI earnings, oil prices, semiconductor capital expenditure and hawkish Federal Reserve policy signals.

1、Crypto Highlights

1）Meme Coin “Niulai” Exceeds a $120 Million Market Capitalization

The BSC-based meme coin “Niulai” briefly exceeded a $120 million market capitalization, setting a new all-time high as market attention continued to rise.

Watchlist: 牛来

Spot: 牛来

Futures: 牛来

2）ETF Flows Turn Negative; $80,000 Shifts from Support to Resistance

Crypto ETF outflows reached approximately $202 million on August 28. With BTC yet to regain a firm position above $80,000, the short-term market remains influenced by rate expectations, geopolitical risk and fund flows.

Watchlist: BTC, ETH

Spot: BTC / ETH

Futures: BTC / ETH

2、Market Highlights

1）U.S.-Iran Tensions Escalate; Oil Returns Above $90

The U.S. military confirmed strikes on two launch facilities on Iran’s Larak Island, after which Iran carried out a counterattack. The risk premium surrounding the Strait of Hormuz rose again, and Brent crude briefly moved above $90 in Asian morning trading. If tensions continue to escalate, higher oil prices could further lift inflation expectations, creating a pressure chain from oil prices to inflation, interest rates and risk assets.

Watchlist: CRUDEOIL, USO

Spot: CRUDEOIL / USOON

Futures: CL / BZ

2）Marvell Beats Expectations, but Shares Still Fall More Than 10%

MRVL reported quarterly revenue of $2.739 billion, with data-center revenue up 46% year over year, and raised its FY27/FY28 revenue outlook. However, because incremental revenue from its custom-chip cooperation with Google is not expected to become significant until fiscal 2029, the market viewed earnings performance and large-order realization as occurring on different timelines. MRVL fell approximately 10.3% on Friday.

Watchlist: MRVL, MVLL

Spot: MRVLON

Futures: MRVL / MVLL

3）SK Hynix Begins Construction of a U.S. HBM Packaging Facility Worth More Than $4 Billion

On August 27, SK Hynix held a groundbreaking ceremony for its advanced-packaging facility in West Lafayette, Indiana. The project represents an investment of more than $4 billion. The cleanroom is scheduled to be completed in October 2028, with next-generation HBM4E production expected to begin in the second half of 2029.

Watchlist: SKHY

Spot: SKHYON

Futures: SKHY

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