Crypto Pulse

Key TakeawaysLumentum Q4 FY2026 revenue rose 109% YoY to $1.01B, while non-GAAP operating margin reached 36.6%.Q1 FY2027 revenue guidance of $1.225B–$1.275B suggests AI optical demand is still accelerating.Management highlighted 1.6T transceivers, NPO, CPO lasers and ELS modules as emerging growth drivers.The bigger AI infrastructure story is shifting from GPUs alone toward networking, optics, power efficiency and in-rack connectivity.Lumentum's latest earnings provide another piece of evidence

Key TakeawaysCoreWeave Q2 revenue rose 112% YoY to $2.58B, while revenue backlog reached about $104B.Nebius revenue jumped 454% YoY to $582.3M, with customer commitments exceeding $40B.Both companies are rapidly expanding GPU and power capacity, suggesting AI compute demand is still running ahead of available supply.The next test for NeoCloud stocks is whether backlog and commitments can convert into revenue, margins and cash flow.CoreWeave and Nebius have delivered one of the clearest recent si

OverviewRobinhood Chain, the Ethereum Layer-2 network built on Arbitrum technology, has become the highest-revenue L2 in the Ethereum ecosystem less than two months after launch. Robinhood launched the public mainnet on July 1, 2026 at a London event, alongside Stock Tokens, agentic trading, and a broader DeFi product suite. In July, its first full month of operation, the network generated approximately $3.6 million in revenue according to Blockworks Research data, placing it ahead of Polygon Po

OverviewStrategy (NASDAQ: MSTR), the Michael Saylor-chaired firm formerly known as MicroStrategy, has now gone seven weeks without buying Bitcoin. Its last disclosed purchase was 520 BTC on June 22, 2026. In the weeks since, the company has done the opposite of accumulate: an August 10 Form 8-K filed with the U.S. Securities and Exchange Commission shows Strategy sold 1,690 BTC between August 3 and August 9 for $108.6 million net, at an average price of $64,262 per coin, well below its $75,385 a

OverviewEthereum co-founder Vitalik Buterin published a post on X overlaying his 2023 roadmap, the one organized around the Merge, the Surge, the Scourge, the Verge, the Purge and the Splurge, onto the Ethereum Foundation's Strawmap, the living technical reference maintained at strawmap.org and last revised on August 4. His summary was that a lot of overlap remains, but that priorities have been reshuffled, several long-standing projects have been deprioritized outright, and others have been rep

dappOS is a Web3 AI Operating System that allows users to create and deploy customized Web3 applications or complete tasks through simple chat prompts. dappOS positions xBubble as its flagship AI product, helping turn simple user intentions into real-world outcomes, while DOS serves as the project's native token across the broader ecosystem. Key Takeaways:- dappOS is positioned as an AI operating system for Web3, focused on turning user requests into real actions on the blockchain.- xBubble AI i

I. Macro & Market Sentiment(Market Data)· BTC Price: $63,429 (24h -0.51%)· Funding Rate: +0.0067%· Fear & Greed Index: 37 (Fear)(Key Events Ahead)· U.S. July CPI data will be released tonight at 8:30 PM. Headline CPI is expected to rise 0.1% MoM, while core CPI is projected to increase 0.2% MoM, bringing their respective YoY increases to 3.4% and 2.5%. The market is currently pricing in a roughly 50% probability of a September rate hike.II. Trading Signals / Hotspots(BTC · Extreme Sentiment)· BT

Overview RIOT stock surged after Riot Platforms disclosed a long-term AI data center agreement that could materially change how investors value a company historically viewed primarily as a Bitcoin miner. According to Riot Platforms' Q2 2026 results, the company signed a 20-year data center lease and services agreement with a leading frontier AI lab for 191 megawatts of critical IT capacity at its Rockdale campus in Texas. Riot expects approximately $9.1 billion of contract revenue over the initi

Executive SummarySuper Micro Computer (NASDAQ:SMCI) surged as much as 9.9% on Wednesday, August 12, 2026, trading between $30.92 and $35.10 before settling near $33.99.The move came after Tuesday's after-hours earnings report, where SMCI missed revenue estimates but crushed EPS expectations and issued a fiscal 2027 revenue forecast of $65 billion to $72 billion, far above the roughly $53 billion Wall Street consensus.Trading volume hit 95.52 million shares, more than double the stock's 44.13 mil

Overview CoreWeave stock surged after its latest earnings report because investors saw more than a modest quarterly revenue beat. The results provided fresh evidence that demand for AI computing infrastructure remains strong and that available capacity is still struggling to keep pace. According to CoreWeave's second quarter 2026 results, revenue reached $2.575 billion, up approximately 112% from $1.212 billion a year earlier. Revenue backlog stood at approximately $104 billion at the end of Jun