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According to the Chosun Ilbo report on September 7, SK Hynix is accelerating the increase of the production share of 10-nanometer sixth-generation (1c) DRAM. Industry data shows that its 1c DRAM share rose from about 10% in the first quarter of this year to about 13% in the second quarter, and is expected to reach about 24% in the third quarter and about 34% in the fourth quarter; it may rise to about 35% in the first quarter of next year, surpassing 1b (about 33%) for the first time and becoming the main process. The share of 1b (10-nanometer fifth-generation) DRAM peaked at about 43% in the second quarter of this year and has since begun to decline.By the end of the second quarter, Samsung Electronics had a 1c share of about 16% and Micron about 19%, both higher than SK Hynix's approximately 13%. Reports indicate that SK Hynix is accelerating the transition in the second half of the year, and in the fourth quarter, it may exceed Samsung Electronics' approximately 31% with about 34%. SK Hynix stated in its second-quarter earnings call that the supply of DRAM using the 1c process will substantially begin from the second quarter, and in the second half of the year, with the ramp-up of HBM4 and increased shipments of 1c general DRAM, the bit growth rate will be higher than in the first half.Samsung Electronics will use 1c DRAM starting with HBM4, with a running speed of about 11.7Gbps; SK Hynix previously prioritized ensuring mass production stability with verified 1b DRAM and advanced MR-MUF packaging, and will use 1c DRAM for the first time as the core chip for HBM starting with the next generation HBM4E. Counterpoint Research and others estimate that this year, the market share of HBM4 under the combined metrics of Nvidia, Google, and AMD is approximately 50% for SK Hynix in the mid-range, 20% for Samsung Electronics in the later range, and 10% for Micron in the later range.

The rebound in the cryptocurrency market has prompted companies to increase their allocation of crypto assets. As the price of Bitcoin rises, Bitcoin mining companies that had actively shifted towards AI businesses have once again become high-beta targets in the BTC market, and the strategy of directly holding Bitcoin on corporate balance sheets has regained market attention. Data shows that Bitcoin rose by about 23% by the end of August, with some mining companies' stock prices increasing by 41% to 67%, outperforming several AI infrastructure companies. The market believes that the U.S. Treasury's expansion of bond repurchases, the White House's positive signals on crypto regulation, and the liquidation of over $1.6 billion in short positions have collectively driven the rise of related assets.In terms of corporate accumulation, Strive purchased 1,800 BTC in the last week of August, costing about $143 million, increasing its total holdings to 23,156 BTC, making it the fifth largest publicly traded company holder of Bitcoin; Strategy simultaneously increased its holdings by 4,603 BTC, with total holdings exceeding 845,000 BTC. Meanwhile, 21 large financial institutions, including Bank of America, Goldman Sachs, and Citigroup, plan to establish a new company and intend to launch a U.S. dollar stablecoin in the first half of 2027, subsequently expanding to other G7 currencies for cross-border payments and digital asset settlements.Regarding Ethereum, Bitmine has continuously increased its ETH holdings for 65 weeks, with the latest holdings exceeding 5.9 million ETH, accounting for 4.9% of Ethereum's circulating supply of about 120.7 million ETH, just one step away from its 5% holding target. Despite the continuous accumulation, the company's current ETH holdings still face an unrealized loss of about $5.1 billion.

Rystad Energy's research predicts that data center developers will turn to on-site fuel cells due to grid congestion, with fuel cell market revenue expected to grow from approximately $2.8 billion in 2025 to about $30 billion by 2030, a tenfold increase. Signed orders amount to approximately 9 gigawatts, including framework agreements with Oracle, AEP, Equinix, and Brookfield.The current access time for large load grids in the United States is three to six years. Rystad Energy expects cumulative fuel cell demand for data centers from 2026 to 2030 to reach 10.4 gigawatts, with about 40% of the U.S. data center capacity in 2030 potentially utilizing on-site generation. North America is expected to account for 91% of global on-site generation installations. The total manufacturing capacity is expected to reach 4 gigawatts per year by 2030, up from the current 1.8 gigawatts. Solid oxide fuel cells account for approximately 53% of cumulative fixed deliveries, with Bloom Energy holding nearly all major load contracts in visible orders.

B.AI platform's daily token throughput has strongly broken through 1.11 trillion, officially entering the 1T+ super computing scheduling new era. Since the launch of the free event on August 17, the platform's daily throughput has increased by approximately 242 times, with a cumulative throughput of 6.86 trillion over 14 days and over 196,000 new API users.A series of record-breaking data confirms the underlying logic of B.AI's growth driven by "free openness + aggregation of top models"—by integrating domestic top models such as DeepSeek, GLM, and Qwen, it significantly lowers the entry barriers for AI applications, allowing real development needs to be fully released. As more and more developers choose to build AI applications here, the value and capacity of B.AI as a computing scheduling platform are continuously being validated and amplified.In the future, B.AI will continue to lower barriers and co-build a more efficient and open new era of AI computing power with global ecological partners.

As the US dollar stablecoin continues to dominate the on-chain payment market, Europe is accelerating the development of a digital currency system that reflects its own regulatory framework, monetary sovereignty, and privacy standards, gradually forming two parallel paths: "digital euro + private euro stablecoin." Among them, the European Central Bank is prioritizing privacy protection as an important design focus for the digital euro. Piero Cipollone, a member of the Executive Board of the European Central Bank, stated that the digital euro will provide the highest possible level of privacy under current technological conditions, with offline payments visible only to the payer and payee; in online transactions, the euro system cannot directly identify specific individuals, but banks can still obtain the information required for anti-money laundering.At the same time, private institutions have taken the lead in promoting euro stablecoins. Revolut has begun rolling out EURR to some users in Denmark, Poland, and Portugal, with plans to expand to the entire European Economic Area in the future. EURR operates on Ethereum and is issued by Bridge Building, a subsidiary of Stripe, aiming to maintain a stable value against 1 euro. Forbes points out that the digital euro and EURR are not simply in a substitutive relationship: the former is a public currency issued by the central bank, while the latter is a privately issued on-chain stablecoin. The European digital currency market is developing along these two models simultaneously, with competition focusing on privacy, usability, regulatory clarity, and actual economic value.

Solana validators have voted to approve the "Dual Deflation" proposal numbered SGP-0002, increasing the network's annual deflation rate from 15% to 30%, while maintaining a long-term inflation target of 1.5%. According to the final voting results, the proposal received 67% support, 25.16% opposed, and 7.84% abstained, with a participation rate of 60.7%. The new plan is expected to bring SOL to a terminal inflation rate of 1.5% in about 2.8 years, while the original plan would take approximately 5.7 years, with an expected reduction of about 18.9 million SOL issued over the next six years.This vote marks Solana's first binding governance process, which also approved the proposed Solana Constitution while rejecting another proposal regarding resource and inclusion fees. The positions of major participants have diverged: the largest voter, Figment, holding 17.1 million SOL, cast all opposing votes, while Helius and Jupiter overwhelmingly supported it. The U.S. exchange Kraken briefly cast an opposing vote at 12:33 UTC during the voting process, causing the support rate to dip below the threshold, but ultimately over 90% of its approximately 8.9 million SOL voting position turned to support.Meanwhile, Bitwise's Solana ETF has surpassed $1 billion in assets under management, becoming the first Solana ETF to reach this milestone. According to Bloomberg ETF analyst Eric Balchunas, U.S. Solana ETFs have seen a cumulative net inflow of about $1.7 billion since their launch, with almost no sustained outflows.

Vassilis Tziokas from Matter Labs pointed out in a CoinDesk article that the U.S. Senate has postponed the Clarity Act until September. This market structure bill failed to complete the final vote before the August recess, meaning that regulatory rules for the digital asset market will take weeks to be implemented. Meanwhile, banks are not waiting for regulation; JPMorgan has processed over $30 trillion in transactions through the Kinexys platform and launched the deposit token JPMD, while Citigroup operates cross-border Treasury token services. A clearinghouse, in collaboration with 17 major financial institutions, plans to achieve on-chain tokenized deposit clearing by 2027.The article argues that the interoperability of interbank tokenized deposits does not come from messaging standards or token bridges, but is realized through clearing mechanisms: the sending bank redeems tokens, the receiving bank issues its own tokens, inter-institutional obligations are recorded and netted, and ultimately settled in central bank currency. The engineering challenge lies in simultaneously satisfying privacy, neutrality, and verifiability; each institution must operate its own ledger, prove transfers through cryptography without exposing underlying data, and anchor to a neutral settlement facility owned by no participants.The author notes that the Clarity Act will not directly regulate tokenized deposits, but it can clarify the boundaries of the digital asset market and improve the stablecoin framework established by the GENIUS Act. The Global Financial Markets Association's report in April 2026 lists unresolved gaps such as unified processing of cross-border tokenized deposits and guidelines for off-network transfers, which are regulatory unlocking points for interbank tokenized fund interoperability. In the face of regulatory uncertainty, banks rationally choose to isolate, and each month of delay rewards closed gardens.

On August 28, OKX Director Lennix was invited to attend the Bitcoin Asia 2026 roundtable forum "The Rise of Financial Super Applications," where he shared insights on the integration of traditional finance and the crypto market, the underlying infrastructure of financial super applications, and the development prospects of stock tokenization.Lennix stated that financial products are accelerating towards integration within the same account system. In the future, users will want to trade and manage different categories of financial assets under the same funds, the same account, and the same margin and risk control system, which will become an important direction for the continuous evolution of the industry. He pointed out that on the surface, financial super applications allow trading of crypto, traditional stock assets, foreign exchange, commodities, etc., within one application; however, the real challenge lies in the connectivity of the underlying infrastructure of various assets, including the banking system, wallets, trading accounts, shared margins, and the collaboration between risk control and compliance backends.At the same time, Lennix mentioned that stock tokenization and the tokenization of traditional financial assets are essentially an upgrade to the traditional market. By connecting relevant assets to the matching, margin, risk control, and compliance systems of cryptocurrency exchanges, the market can achieve longer trading and risk management periods, while continuously providing price signals during non-trading hours. When discussing institutional cooperation, Lennix stated that the strategic investment of the Intercontinental Exchange in the OKX Group reflects that the financial market is moving towards tokenization and around-the-clock trading. With the continuous growth of stock tokenization business, this field is expected to become an important development direction for future financial markets.

According to data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale has made a single purchase of $401,800 on "FC Barcelona vs. Athletic Club" event, targeting "FC Barcelona." Based on the current transaction price, the latest corresponding winning probability for this target is 80%.

According to official news, the Ethena Foundation announced four adjustments to the Ethena ecosystem, including repurchasing locked tokens held by early investors, further aligning the value of tokens with equity, launching a governance proposal for income to repurchase ENA, and canceling future monthly unlocks for VC investors.The Ethena Foundation stated that it has completed the acquisition of all locked ENA tokens from some major seed round investors who had sold ENA in the past 9 months. Regarding the alignment of token and equity value, the Ethena Foundation and Ethena Labs have reached a "Master Framework Agreement," which stipulates that the intellectual property and value generated by the agreement will exclusively belong to the foundation and be governed by ENA holders, while equity investors in Labs entities will no longer enjoy residual cash flow.In addition, the governance proposal for income to repurchase ENA has been launched. According to the proposal, the net income generated by all business lines under the Ethena brand will be used for programmatic repurchase of ENA, and the proposal has been approved by the Risk Committee. The Ethena Foundation also stated that it has reached an agreement with major investors to eliminate the selling pressure caused by future monthly unlocks for VC investors by releasing unallocated tokens. Team tokens will still remain locked according to the original allocation plan.

According to monitoring by Catcher Predict, in the event "FC Barcelona vs Athletic Club More Markets" on the prediction market Polymarket, the "Over" option for the sub-market "FC Barcelona Second Half O/U 0.5" has experienced significant fluctuations in winning probability, dropping from 79% an hour ago to the current 61.5% (a fluctuation of 17.5%). Please note the impact of related breaking news.

According to Newswire, IBM announced that it has completed the acquisition of HRL Laboratories, LLC, a leading research and development institution specializing in quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science. This acquisition also complements IBM's broader innovations and investments in the fields of quantum manufacturing and infrastructure.HRL's expertise in silicon-based quantum technology creates opportunities for future collaboration with IBM's pure quantum wafer fabrication plant, Anderon, supporting scalable manufacturing methods and accelerating the learning cycles of various quantum computing paradigms. Boeing and General Motors (the former owners of HRL) will continue to collaborate with IBM and HRL on quantum applications and advanced technology development. The financial terms of the deal were not disclosed.

According to TechCrunch, AI-focused search infrastructure startup Keenable has completed a $26 million seed round of financing, led by Accel, with participation from Conviction Partners and several angel investors.Keenable was co-founded by Andrey Styskin, former head of search, AI, and cloud business at Yandex, and German AI scientist Matthias Petri. The company is building a web search index for AI agents, which currently includes over 10 billion documents. Its Web Search API and AI-focused Web Query Language are now live and will be free until the end of September.

Famous internet celebrity Di Shi revealed during a live broadcast that he was set up by his friend Sun Zeyu (founder of Genesis Capital), whom he had known for 8 years in the blockchain circle, resulting in cumulative losses of tens of millions of yuan. He stated that he had always regarded the other party as a reliable friend, not only allowing him to buy cryptocurrencies like Bitcoin and Ethereum but also investing in the exchange that the other party operated in South Korea.Investigations found that some of the so-called "Ethereum" he received might actually just be fake chain assets specifically built by the other party. Di Shi claimed that there were only 7 addresses on that chain, 6 of which were related to the other party, and only 1 was his own. During this time, the other party was even able to help him "cash out" hundreds of thousands of yuan, making the scam appear extremely real. This scheme lasted for 8 years, and if it had not been discovered in time, the losses could have reached hundreds of millions of yuan after the price of coins increased.

Sources from relevant personnel at Zhongke Shuguang reveal that the company will launch a new generation of token acceleration solutions aimed at large model inference, focusing on addressing issues of redundant computation and data scheduling during the inference process.Currently, Zhongke Shuguang's ParaStor distributed storage has been applied to the country's first fully domestically produced 100,000-card AI supercluster Shuguang 8000 (Dengfeng), providing data throughput and elastic scaling support for large-scale computing tasks. The latest report from CCID Consulting shows that Zhongke Shuguang ranks first in four sub-industries: AI, education, embodied intelligence, and autonomous driving.

A Reuters survey shows that most economists believe the Bank of Japan will take action faster than previously expected, and will raise interest rates again in September, with the terminal rate potentially being higher. 57% of economists expect an interest rate hike next month, a significant increase from 5% in July. Ayako Fujita, Chief Economist for Japan at JPMorgan, stated that delaying the rate hike could lead to market turmoil. In addition, more than two-thirds of respondents believe that the recent US-Japan joint foreign exchange intervention has had limited effects.

Lisk announced that it is transforming into a modern funding operations platform aimed at financial teams. As part of this transition, Lisk Chain will gradually shut down, and the team has established an optional migration path to Celo for builders currently deployed on Lisk.In the relevant statement, Lisk introduced the key points of the migration arrangements to builders, emphasizing that this path is available for existing deployed projects to voluntarily choose in order to continue advancing their business during the shutdown process of the Lisk chain.

According to Nikkei Asia, the Japanese government is promoting the creation of a data-sharing platform that leverages artificial intelligence to analyze data shared by manufacturers, aiming to increase the speed of new material development by about 10 times. This plan is led by the Ministry of Economy, Trade and Industry, and aims to accelerate the discovery of new chemical compositions and formulations by aggregating materials-related data from companies using AI.The report states that the Ministry of Economy, Trade and Industry aims to launch this platform as early as the fiscal year 2027. Currently, the practice of using AI to explore new material combinations is gradually becoming common in the materials industry, and Japan hopes to shorten the traditional trial-and-error cycle and improve industrial R&D efficiency by unifying data and computing infrastructure.