Key Market Information Discrepancy on August 19th - A Must-Read! | Alpha Morning Report

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2025-08-19 09:14

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1. Top News: Pendle Hits New All-Time High TVL of $9.2 Billion, Market Adoption and Trust in Pendle Deepen 2. Token Unlocking: $EIGEN, $IOTA

Featured News

1.Blockchain Lending Company Figure Files for IPO, to Trade on Nasdaq Under the Ticker FIGR

2.ZachXBT: BlockDAG Network Exposed as a Scam Project

3.Pendle Hits New ATH with $9.2 Billion TVL, Market Adoption and Trust in Pendle Deepen

4.Chamath's "AMERICAN EXCEPTIONALISM" SPAC Aims to Raise $250 Million, Investment Focus on AI and DeFi

5.CoinGecko Executive Team Update, CEO TM Lee to Transition to President

Articles & Threads

1. "The Unluckiest Twin Brothers from "The Social Network" Ride the Cryptocurrency and IPO Wave"

Following Bullish's ringing of the NYSE bell last week, becoming the second U.S. publicly listed cryptocurrency exchange, Gemini, a platform that has always emphasized "compliance," couldn't resist anymore and began to vie for the position of the third exchange to go public. This time, standing in the spotlight, are a pair of twin brothers who have been written into American startup lore—Tyler and Cameron Winklevoss. Over a decade ago, they made global headlines due to a lawsuit with Zuckerberg; a decade later, they became early investors in Bitcoin on a large scale amidst the crypto wave. Today, Gemini's listing signifies not only further "compliance" of crypto CEXs but also seems like these brothers have redeemed themselves in a new round of the American capital market. Losing out on the social network, gaining from the crypto wave.

2.《Why is LINK Considered the "Invisible Engine" of Institutional Bull Market?》

With the tokenization of Real-World Assets (RWA) and institutional adoption becoming the core narrative of this bull market, Chainlink, as a key infrastructure bridging the traditional finance world with the digital realm, is poised to become the biggest winner. Miles Deutscher points out that Chainlink is not just a project; its value-capture mechanism has formed a powerful "flywheel effect" — the growth in network usage will directly translate into sustained buying pressure on the $LINK token and value accrual. It is worth noting that the recently launched "$LINK Treasury" mechanism by Chainlink has demonstrated the true driving force of the "flywheel effect." This mechanism automatically converts and accumulates the revenue from enterprise partnerships and on-chain services into $LINK tokens, thereby directly linking the network's fundamental growth to the token's value. Since the announcement, the $LINK token price has risen by nearly 50%.