Morning News | Hong Kong Monetary Authority expects to issue several licenses in the initial stage; Solana proposal SIMD-0326 has been voted through; Jump Crypto may become the second market maker for WLFI after DWF Labs
Overview of Important Market Events on September 1整理：liec，ChainCatcher
Important News:
- PeckShield: August cryptocurrency security incidents caused a loss of $163 million, a 15% increase from July
- Solana proposal SIMD-0326 passed voting, block finalization time will be shortened from 12.8 s to nearly 150 ms
- Metaplanet increased its holdings by 1009 BTC, total holdings reached 20000 BTC
- Jump Crypto may become the second market maker for WLFI after DWF Labs
- Last week, global listed companies net bought $122 million in BTC, Strategy did not purchase Bitcoin last week, Metaplanet announced a new financing plan
- WLFI "Initial Circulation" document back online
- Binance listed World Liberty Financial (WLFI)
- Hong Kong Monetary Authority: 77 institutions expressed intent to apply for stablecoin licenses, only a few licenses will be issued in the initial phase
*Important Data from Yesterday：*
According to @ai_9684xtpa monitoring, the WLFI official multi-signature transferred 17.625 billion tokens to the contract starting with 0xFef two hours ago, and then transferred 5 billion tokens back to the multi-signature address, marking the largest single transaction amount for this address in 11 months. The purpose of this contract is currently uncertain.
According to PeckShieldAlert monitoring, there were about 16 major cryptocurrency security incidents in 2025, with total losses reaching $163 million, a 15% increase from July's $142 million.
The five largest security incidents included: a Bitcoin holder lost $91.4 million; Turkish cryptocurrency exchange BTCTurk suffered a loss of $54 million; the ODIN•FUN project lost $7 million; BetterBank.io lost $5 million; and CrediX Finance lost $4.5 million. Notably, BTCTurk has experienced two major security incidents in the past year, with cumulative losses exceeding $100 million after the $54 million loss in 2024.
*Project Updates from Yesterday：*
Market News: Bank of China Hong Kong plans to apply for a stablecoin issuer license
Bank of China Hong Kong plans to apply for a stablecoin issuer license and aims to be among the first batch of approved issuers.
The deadline for the first batch of applications is the end of the month. Both Bank of China Hong Kong and the Monetary Authority declined to comment.
The new consensus protocol Alpenglow proposal SIMD-0326 has passed voting. The voting rule requires that the proportion of affirmative votes must reach 2/3 of the total votes (affirmative + negative) to pass.
Alpenglow aims to shorten the block finalization time from 12.8 s to nearly 150 ms.
Binance listed World Liberty Financial (WLFI)
Binance listed World Liberty Financial (WLFI) on September 1, 2025, at 21:00, opening WLFI/USDT and WLFI/USDC spot trading pairs. The WLFI deposit channel will open at 12:00 on the same day, and withdrawals are expected to open at 21:00 on September 2, 2025. The listing fee is 0 BNB, and WLFI will apply a seed label, requiring users to complete a quiz every 90 days to gain trading permissions.
Binance Wallet will launch Holoworld (HOLO) Pre-TGE and Booster events
According to the official announcement, Binance Wallet will launch Holoworld (HOLO) Pre-TGE and Booster events.
Holoworld Booster event details:
Event start time: September 2, 2025, 09:00 (UTC)
Total rewards: 51,200,000 HOLO tokens (3% of the initial supply)
All Binance Wallet (non-custodial) users with 61 or more Binance Alpha Points can participate.
Binance Alpha will list Somnia (SOMI) on September 2 and Moonchain (MCH) on September 3
According to official news, Binance Alpha will list Somnia (SOMI) on September 2, 2025, and Moonchain (MCH) on September 3, 2025.
Binance Contracts launched LINEAUSDT perpetual contract pre-trading
Binance Contracts platform launched LINEAUSDT perpetual contract pre-trading on September 1, 2025, at 16:30, with a maximum leverage of 5 times. Users can pay attention to subsequent announcements for more contract information.
Binance: FOREST TGE participation threshold is 240 Alpha points
According to the official announcement, Binance announced that users with 240 or more Binance Alpha points can participate in the FOREST (FOREST) TGE event through the Alpha activity page. Participation in this event will deduct 15 points.
Metaplanet increased its holdings by 1009 BTC, total holdings reached 20000 BTC
According to official news, Metaplanet bought an additional 1009 BTC, bringing its total holdings to 20000 BTC.
Jump Crypto may become the second market maker for WLFI after DWF Labs
According to @ai_9684xtpa monitoring, the WLFI project's official multi-signature wallet transferred 47 WLFI tokens to Jump Crypto as an initial test. This marks Jump Crypto as the second public market maker for WLFI after DWF Labs.
According to SoSoValue data, as of September 1, 2025, last week global listed companies (excluding mining companies) had a total net purchase of $122 million in Bitcoin in a single week.
Strategy (formerly MicroStrategy) paused Bitcoin purchases last week.
Japanese listed company Metaplanet invested $112 million to increase its holdings by 1009 BTC at a price of $111,162, bringing its total holdings to 20,000 BTC.
Additionally, two other companies made new Bitcoin purchases last week. Swedish medical company H100 Group invested $5.2 million to increase its holdings by 46.22 BTC at a price of $112,589, bringing its total holdings to 957.5 BTC; British digital advertising company The Smarter Web invested $5 million to increase its holdings by 45 BTC at a price of $111,758, bringing its total holdings to 2440 BTC.
On August 26, medical service company KindlyMD announced plans to raise $5 billion through stock issuance for general corporate purposes, including expanding its Bitcoin treasury. On August 27, Japanese listed company Metaplanet announced it would raise 130 billion yen (approximately $880 million) through international stock issuance, of which about 124 billion yen ($837 million) would be used to purchase Bitcoin within the next two months.
As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 842,260 BTC, with a current market value of approximately $9.71 billion, accounting for 4.23% of Bitcoin's circulating market value.
Solana meme token launch platform bonk.fun tweeted that it has reached a partnership with WLFI to become the official USD1 Launchpad on Solana.
Additionally, the Bonk team confirmed that Freya will become the USD1 trading pair ICM (Internet Capital Market) protocol in the Bonk ecosystem with the support of Bonk and Solana's core contributors.
Founder Natsuki attended the Japan Solana ecosystem conference SuperTokyo the day before yesterday, publicly revealing the evolution from a single ICM flywheel to the ICM protocol Freya Protocol, receiving support from core contributors such as Jupiter, Bonk, Jito, Backpack, Metaplex, Superteam, and the Solana Foundation.
Convano increased its holdings by 155 BTC, S-Science expanded its Bitcoin investment quota
According to NLNico monitoring, several Japanese companies have increased their Bitcoin investments. Among them, Metaplanet added 1,009 BTC, bringing its total holdings to 20,000 BTC; Convano added 155 BTC, bringing its total holdings to 519.93 BTC.
At the same time, S-Science (currently holding 30.74 BTC) announced that it would significantly increase its Bitcoin investment quota from 500 million yen to 9.6 billion yen (approximately $65.3 million).
WLFI "Initial Circulation" document back online
The WLFI official "Initial Circulation" related Medium document is now back online, confirming the initial circulation of 24,669,070,265 tokens. Other data is as follows:
- 10,000,000,000---for World Liberty Financial, Inc. to unlock part of the ecosystem;
- 7,783,585,650---allocated to Alt5 Sigma Corporation as part of its financial strategy, which will hold about 8% of WLFI's total supply;
- 2,880,884,615---for liquidity and marketing purposes to support the initial exchange offering;
- 4,004,600,000---allocated to public sale participants, representing their initial unlock of 20% at issuance.
Yesterday's Investment and Financing Dynamics
Web3 video AI model Everlyn disclosed it has completed $15 million in financing
Web3 video AI model Everlyn disclosed on the X platform that the project has completed $15 million in financing to build the future of cinematic, on-chain video.
Additionally, it announced that Mysten Labs has joined as an investor in Everlyn, participating in its financing round valued at $250 million.
According to PR Newswire, Australian listed company InFocus Group announced the launch of digital asset venture capital InFocus Digital Ventures and will receive 10 million AUD financing support from Asia-Pacific digital asset company Mythos Group in the form of convertible bond placements.
It is reported that the institution plans to use part of the initial funds to invest in the Monochrome Bitcoin ETF and subsequently plans to directly purchase spot Bitcoin.
Yesterday's Regulatory & Policy Dynamics
Yueyang police dismantled a major virtual currency money laundering gang, involving 170 million yuan
According to official reports, Yueyang police organized over 70 police forces to simultaneously carry out arrests at more than 10 locations in the city, successfully dismantling a major money laundering gang disguised as virtual currency trading.
The gang attracted "cannon fodder" by posting "high price coin buying" ads through overseas encrypted chat software, purchasing USDT at prices higher than the market price, providing money laundering services for overseas gambling and fraud groups. Within six months, the gang spanned over 20 provinces and cities, laundering nearly 170 million yuan and illegally profiting over a million yuan. Currently, 15 criminal suspects have been arrested, and the case is under further investigation.
Former Cred executives sentenced in $140 million crypto fraud case, CEO received 52 months in prison
According to Decrypt, a U.S. federal court sentenced two former executives of the crypto lending platform Cred on September 1, 2025: former CEO Daniel Schatt was sentenced to 52 months in prison, and former CFO Joseph Podulka received 36 months.
Both admitted to conspiracy to commit wire fraud, investing 80% of customer assets in high-risk loans during the 2020 crypto market crash, resulting in losses of $140 million for 440,000 users (over $1 billion at current prices).
The court also ordered both to pay a $25,000 fine and undergo three years of supervised release.
According to Sing Tao Daily, a spokesperson for the Hong Kong Monetary Authority stated that as of August 31, a total of 77 institutions expressed intent to apply for stablecoin licenses, including banks, tech companies, securities/asset management/investment firms, e-commerce, payment institutions, and startups/web3 companies.
The Monetary Authority will not disclose the names of the institutions that have expressed intent or formally submitted applications. The spokesperson emphasized that expressing intent or submitting a stablecoin license application, as well as communication between the Monetary Authority and relevant institutions, is merely part of the application process and does not constitute approval for any institution or recognition of their prospects for obtaining a license. The final issuance of licenses will depend on whether the applications meet the licensing conditions.
The spokesperson reiterated that only a few stablecoin licenses will be issued in the initial phase. The Monetary Authority has arranged meetings with the institutions that expressed intent, hoping that the communication during this period will help these institutions seriously assess the necessity and maturity of their stablecoin issuance plans, thus deciding whether to submit formal applications. The Monetary Authority again reminds the public to remain vigilant against unlicensed stablecoin promotions.
Meme Hot List
According to the meme token tracking and analysis platform GMGN, as of September 1, 09:30:
The top five popular Ethereum tokens in the past 24 hours are: Dalfuku, SATOSHIT, MHRD, GLUBBO, HOKK
The top five popular Solana tokens in the past 24 hours are: USD2, CR7, UYUAN, LAND, CR7$
The top five popular Base tokens in the past 24 hours are: ELI5A, ZORA, VIRTUAL, AERO, EURC
"What are the must-read articles in the past 24 hours?"
10 billion power and money transaction, Trump moves his own coin to Wall Street
In August, among the pile of announcements on Nasdaq, there was a seemingly ordinary financing that exploded like a hidden bomb: ALT5 Sigma issued up to 200 million shares at $7.50 per share (about 10 billion RMB), exchanging shares for WLFI tokens, and sent Trump's son Eric Trump to the board.
WLFI token launch: In-depth analysis of arbitrage opportunities
The core project WLFI, which the Trump family has been honing for half a year, will launch at 8 PM tonight, attracting worldwide attention. Some are betting on price fluctuations, while others are speculating on hot tokens. Besides the real trading of "betting on the direction," can we still make money from this wave of heat in a more certain way? The answer is arbitrage.
From misalignment to simultaneous decline: cryptocurrency and stock linkage at a crossroads
The recent wave of "simultaneous cooling" in late August is not an accident but a public stress test. Next, investors face the choice of continuing to bet on those companies that can translate "stories" into "mechanisms," or bypassing them to return to native assets and more transparent allocation tools? For the industry, this is more of a model reassessment: is cryptocurrency and stock a bridge to mainstream capital, or the first illusion to extinguish in the next round of market? The crossroads are in front of us, and time will not be infinitely forgiving.
When a beverage company decides to exchange equity for BONK dividends
This collaboration initially seemed like just another repeated attempt by a listed company to transform into a crypto reserve company, and the market reacted negatively, with Safety Shot's stock price quickly halving, plummeting 55%. But the reality is more complex; Safety Shot and Bonk are engaging in a very new cooperative relationship.
Risk warning
Risk warning
