WATERBOMB SOKCHO D-2 🔥 Only two days to go! The crazy energy is already building up 💥 It’s time to make the best memories you’ll never forget! 📸 WATERBOMB SOKCHO 2026 ✅ Date: August 22, 2026 (Sat) ✅ Venue: Hanwha Resort Seorak ✅ Tickets: Click the link at the top of @waterbomb_sokcho_official profile 📌Please Note Once tickets for the current round are sold out, the next round will automatically open without a separate announcement, and the price will increase. A maximum of 4 tickets may be purchased per person. #WATERBOMB# #WATERBOMB2026# #WATERBOMBSOKCHO# #워터밤# #워터밤2026# #워터밤속초# #속초#

Top Overnight News Global bond yields surged Tuesday as renewed tension between the U.S. and Iran reinforced inflation expectations, which increased the prospect of interest-rate hikes in the coming months. The 10-year U.S. Treasury yield rose to 4.792%, the highest since January 2025, according to LSEG data. 30-Year Treasuries are on their worst run since 2006. The 10-year Japanese government bond yield crossed 3% to hit a 30-year high. The 10-year German Bund yield reached 3.364%, unseen since 2011. WSJ / BBG Two oil supertankers attempting to exit the Strait of Hormuz were struck late Monday by projectiles in quick succession, maritime security consultant Marisks said, the latest sign of renewed hostilities around the critical waterway. BBG Iranian President Masoud Pezeshkian told the Shanghai Cooperation Organization Summit on Tuesday that Tehran would immediately reciprocate if Washington agreed to return to its commitments under the interim deal signed in June. CNBC Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia backed cloud provider Lambda, with Nvidia itself holding the lease on the data center, according to people familiar with the deal. The data center is being developed by Hut 8, a bitcoin miner and data-center developer, in Nueces County, Texas. Nvidia signed an agreement with Hut 8 a few weeks ago to secure the capacity, the people said. WSJ China’s factory activity expanded more than forecast in August after three straight months of slowdown, according to a private survey, showing resilience among the country’s export-oriented firms despite a broader slowdown in the economy. The RatingDog China manufacturing purchasing managers index rose to 51.5 from 50.9 in July, according to a statement on Tuesday. It’s been above the 50-threshold separating expansion from contraction for nine months, the longest upswing in five years. BBG South Korea’s exports for Aug came in ahead of expectations at +68.7% (vs. the Street +63%). BBG South Korea’s key policy chief Kim Yong-beom resigned. He had drawn criticism over the rapid introduction of single-stock leveraged ETFs and his proposal for a citizen dividend from the AI boom. BBG Eurozone CPI was inline w/the Street on the headline at +3.3% (up from +2.9% in Jul), but core ran a bit cooler at +2.4% (vs. the Street +2.5% and down from +2.5% in Jul). BBG Micron's Taiwanese labour unions are reportedly moving toward a possible strike unless the Co. agrees to reform its bonus system. Shipping costs at risk of rising further as the White House escalates its crackdown on immigrant commercial truck drivers Both the Department of Homeland Security and the Transportation Department are demanding licensing data across the U.S. about immigrants driving trucks, in a hunt for what they say is a rash of drivers with improper certifications. WSJ "Diesel remains at the epicenter of the rally, accounting for over 40% of the $40/bbl increase in average global refined product wholesale prices since February...Global exports of refined products declined 6mb/d (25%) year-over-year (yoy), with the Persian Gulf and Russia accounting for 75% of the decline." - Goldman Delta One

⚡M&A Brief⚡ Nvidia has signed a definitive agreement to acquire Hugging Face in a deal valued at roughly $12.93 billion. Per the SEC filing, about $11.9 billion is payable to existing shareholders, with up to $1 billion in equity-based retention for Hugging Face employees joining Nvidia. The deal still requires regulatory approval and is expected to close in the first half of 2027. Jensen Huang said Hugging Face will continue operating as an open platform for the whole AI ecosystem, with developers free to choose their own models, frameworks and clouds. Nvidia compute will not be required. The pricing history is the part worth reading. Hugging Face's last publicly priced round was its Series D in August 2023 — $235 million at a $4.5 billion post-money valuation. No new round with a disclosed valuation has been reported since. At roughly $11.9 billion in shareholder consideration, that's about 2.6x the 2023 mark. And it happened during the platform's fastest growth phase: over 3 million models hosted, more than 18 million developers, and over 200,000 companies using it today. From the last price in 2023 to shareholders actually cashing out in 2027 is close to four years. The company never went public, and secondary shares barely traded. Public market investors could watch that entire step-up. They could not participate in it. Tech companies are staying private longer, and some skip the IPO entirely by exiting through acquisition. "Wait for the IPO" is becoming a later entry point — and sometimes one that never arrives. Source: NVIDIA 8-K filing / Reuters / TechCrunch, 2026-09-03

Lindy founder @Altimor reveals 19 out of 24 "AI 2027" predictions for 2026 have already come true and we are running ahead of the most optimistic predictions from 18 months ago: "19 out of the 24 predictions they'd made for 2026, and we're only in August, have come true so far. It's a pretty silly track record." "Look, we've all been in this game. I've been playing in AI since 2022. I have seen everybody's wildest predictions. We are currently ahead of the most optimistic predictions from literally like 18 months ago." "I remember when I was saying in 2023, hey guys, a year and a half from now we're going to have a million token context window. And everybody was watching me like I was taking crazy pills, and now we have way more than that." "This is why everybody keeps saying, we are not ready for this world, and it's coming very, very, very rapidly." @getlindy

Current ASST situation: ASST is now at an expanded 1.79x CEBE mNAV premium after this latest Bitcoin rally. Obviously, with added premium over NAV comes added risk, depending on investing time horizon, along with other factors. If you can't ride the volatility super dragon for enough time to make the machine work for you, this wouldn't be ideal. I think it's reasonable to assume Bitcoin could go back to $126,000 in 1 year by August of 2027. That'd be almost 2 months removed from all-time high. If the fundraising mechanisms were totally shut down and we move the static snapshot of the balance sheet forward as Bitcoin goes to that price, ASST would go to $40 per share with no additional Bitcoin or mNAV expansion. But we know they're buying lots of Bitcoin, lifting the NAV floor along the way. The breakeven mNAV for that date to outpace Bitcoin would be 1.53x. Do you think the mNAV will go down by more than 0.25x in a run to $126k Bitcoin? I don't. Do you think they'll probably add Bitcoin exposure along the way? I don't think paying the premium today is illogical, ESPECIALLY if you can handle the volatility over long time horizons. Just my opinion.

Since August 2025, ATF and our 28 federal and local partners have continued working to make D.C. safer for residents and visitors by sharing intelligence and resources across the city. With 17,744 arrests and 2,073 crime guns seized from criminals, we are driving violent crime down throughout the D.C. region. The Make D.C. Safe and Beautiful Task Force represents the largest collaboration of law enforcement agencies and the National Guard in modern history, united by a clear mission: to proactively end crime in a major American city. #DCSafeBeautiful# @ATFWashington