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Watcher Guru reported that the Moscow Exchange in Russia has launched perpetual futures for five major cryptocurrencies, including Bitcoin, Ethereum, Solana, XRP, and Tron.The Moscow Exchange is the main securities exchange in Russia. This product covers perpetual futures contracts for the five cryptocurrencies mentioned above.

The U.S. Securities and Exchange Commission (SEC) established a five-year framework for tokenized stock trading days after the failure to advance the CLARITY Act. Investment bank TD Cowen stated that U.S. investors can conveniently access stocks, but issuers show limited interest in tokenization, and short-term adoption rates are expected to be low.TD Cowen pointed out that perpetual contracts remain a greater attraction for gaining exposure to crypto asset stocks, with trading volumes far exceeding those of tokenized spot products.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the "Commanders vs. Cowboys" event, the "Commanders" option in the sub-market "1H Spread -16.5" experienced a dramatic fluctuation in winning probability, soaring from 6.5% an hour ago to the current 46% (a fluctuation of 39.5%). Please note the impact of related breaking news.

The largest securities exchange in Russia, the Moscow Exchange (MOEX), will launch perpetual futures for BTC, ETH, SOL, XRP, and TRX indices on September 22, available for trading only by qualified investors. The relevant contracts are quoted in USD and settled in RUB cash, without involving the delivery of the underlying assets.Since the launch of digital asset futures, over 72,000 qualified investors have participated, with a total trading volume exceeding 600 billion RUB.

Anthropic announced that starting today, Claude Cowork and chat will merge into the same Claude. Users can ask brief questions or deliver deadline tasks, and Claude can continue processing even after the computer is turned off. This capability will be rolled out to Pro and Max plans in the coming weeks, followed by more plans.Claude Docs and Claude Slides will launch simultaneously, and Claude Design is now available for use in conversations. Users can co-write documents or draft slides with Claude, supporting direct editing, presenting in Claude, and downloading as PowerPoint or PDF. The three features are currently in testing for paid plans, and enterprise administrators can decide when to enable them; the standalone Claude Design can still be used as usual.Anthropic stated that previously, Cowork and Design belonged to different entrances, making task attribution and context connection inconvenient. Claude can now determine the capabilities required for tasks and call upon existing context, skills, and connectors in any conversation. Chat users do not need to change their operations; Cowork users can retain chats, projects, products, connectors, and skills. Team and Free plans will be launched subsequently, and enterprise administrators will be informed of organizational changes at least 30 days in advance.

As we enter the late third quarter of 2026, TSMC's 3nm and 2nm advanced process and CoWoS advanced packaging capacity continue to be in high demand. NVIDIA and Apple continue to dominate the resources for advanced processes and packaging; Amazon AWS's Annapurna has recently increased its AI self-developed chip production, securing more 3nm capacity. MediaTek, in addition to mobile chips, is also competing for 2/3nm process and CoWoS-S/L capacity with large orders related to Google TPU.There are reports that TSMC has recently readjusted its capacity allocation. After MediaTek secured a large order from Google TPU, the next-generation TPU v9 will simultaneously use TSMC's CoWoS-L and Intel's EMIB-T, which has slightly adjusted MediaTek's 3nm and 2nm capacity arrangements. Currently, TSMC's main customer for 3nm is NVIDIA, which is expected to surpass Apple to become the largest customer by 2025; the demand for 2nm is primarily from Apple and others. After AWS increased Annapurna's production, its 3nm and CoWoS configuration priority has improved.Starting in early 2026, TSMC will accelerate capacity expansion, with the 2nm monthly capacity of Hsinchu Baoshan Fab 20 and Kaohsiung Fab 22 reaching 50,000 wafers each by the end of October, totaling about 100,000 wafers; by the end of October, the monthly capacity for 3nm in Tainan Science Park is about 185,000 wafers. As of the end of September, the overall capacity utilization rate is about 96.2%, with 100% utilization for processes below 16/12nm down to 2nm. The shortage of CoWoS supply has driven advanced packaging orders to overflow, with the priority for orders going to ASE Group's Siliconware Precision Industries first, followed by Amkor, and Chipbond, among others. Chipbond's related testing and packaging capacity is fully loaded, with order visibility extending to 2028.

TD Cowen analyst Lance Vitanza set the Bitcoin price target for the end of 2026 at $97,500, indicating about a 25% upside from the recent price level of around $78,000. Meanwhile, TD Cowen has lowered its previous benchmark forecast of about $140,000 for the end of 2026 to around $100,000, significantly reducing its previously more optimistic long-term expectations. Vitanza stated that this downgrade is mainly due to the recent weakness in Bitcoin prices, rather than a deterioration in company-level or market structure.Currently, BTC's recent trading range is approximately $58,400 to $78,000, with a maximum drawdown of over 50% from the previous high of over $126,000, and a monthly drawdown that once exceeded 20%. A clearer regulatory environment and inclusion in broader indices are still viewed by TD Cowen as potential catalysts for market recovery. For Strategy, TD Cowen has lowered its target price from $400 to $260 but maintains a "Buy" rating. This adjustment mainly follows the downward revision of Bitcoin price forecasts, rather than a change in the view of Strategy's operational performance or capital structure. Additionally, TD Cowen has initiated coverage on Strive, expecting the company to hold over 27,100 BTC by the end of 2026, and has given it a target price of $32, indicating about a 33% upside.

BitcoinTreasuries.NET posted on platform X that TD Cowen analyst Lance Vitanza, with a scale of $15 billion, stated that Strive's stock price will rise by 33% to $32. The institution indicated that its treasury activities have significantly exceeded previous models.TD Cowen expects that Strive will hold more than 27,100 bitcoins by the end of 2026.

According to official news, the screening time for all versions of the movie "Niu Lai" has been extended to October 4, 2026, at 23:59. As of now, the total box office for the film "Niu Lai" (including pre-sales) is 59.672 million yuan, with AI predicting the box office to exceed 69 million yuan.According to GMGN data, the meme coin derived from the movie, Niu Lai, rose to 144 million dollars last night and is currently consolidating at a high level, now reported at 114 million dollars, with a 24-hour trading volume of 72.6 million dollars.

According to the Economic Daily, TSMC's advanced packaging CoWoS capacity is in short supply, and it has been reported that some backend orders have overflowed to Intel's factory in Malaysia, where Intel is assisting with packaging using part of its capacity to serve common major customers, breaking the past ecosystem competition norms. TSMC Chairman Wei Zhejia previously stated at a conference call that TSMC focuses on advanced packaging in the frontend and welcomes "more manufacturers to supply capacity" for the shortage in the backend, providing flexible alternatives for common customers.The report points out that the bottleneck in advanced packaging capacity mainly lies in the backend ramp-up speed being lower than that of the frontend process, and the widening gap in CoWoS capacity has forced orders to overflow. SemiAnalysis Chipbook data shows that approximately $1.3 billion worth of HBM has been shipped to Malaysia, and industry analysis indicates that Intel's local factory should already have the capability for large-scale HBM integration. Intel CEO Pat Gelsinger stated that the EMIB-T technology is ensuring reliable yield, and in the context of insufficient CoWoS capacity, "Intel is in a unique position to provide support." Companies with overlapping supply chains such as Unimicron, ASE Technology Holding, and Jiadeng are expected to benefit simultaneously, with Unimicron's stock price rising over 7% on that day. Intel's EMIB-T related applications are targeted for mass production by 2027.

According to bits.media, Maria Patrikeeva, Managing Director of the Derivatives Market at the Moscow Exchange, stated that the exchange plans to launch Bitcoin and Ethereum perpetual futures contracts for professional investors and aims to expand the tradable cryptocurrencies to ten.Perpetual futures are daily rollover contracts with no fixed expiration date, providing flexibility in position management. The exchange will launch crypto derivatives in the summer of 2025, and currently, professional investors can trade quarterly and monthly futures for Bitcoin, Ethereum, Solana, Ripple, and Tron.

According to gate market data, COW has risen above $0.15, currently reported at $0.1542, with a 24-hour increase of 54.66%.

According to on-chain analyst Ai Yi's monitoring, a certain address withdrew stablecoins from Binance an hour ago, and then bought 3,877.67 ETH in batches through Cowswap at an average price of $1,886.55; all ETH has now been transferred to another address.

The Federal Security Service of the Russian Federation (FSB) conducted raids on 9 unregistered cryptocurrency trading service providers in Moscow, claiming they were suspected of transferring funds obtained from fraud abroad through cryptocurrency assets, and detained more than 20 employees at the Moscow International Business Center.The FSB stated that these exchanges converted stolen funds from Russian telephone scam victims into cryptocurrency and transferred them to accounts they referred to as Ukrainian processing parties. The operation was carried out jointly by the FSB and the Russian Ministry of Internal Affairs. The Russian Ministry of Internal Affairs has initiated a criminal investigation into large-scale fraud, which under Russian law can carry a maximum sentence of 10 years in prison. The FSB stated that it is continuing to identify victims and assess potential compensation.

According to RBC, the Moscow Exchange (MOEX) in Russia is preparing to launch a digital custody platform for cryptocurrency trading (digital custodian). Sources say that the project is currently still in the development stage and is expected to go live as early as the end of 2026 to early 2027.It is reported that this digital custody platform will not be built on the Moscow Exchange itself or the National Settlement Depository (NSD) under it, but will operate as a completely new independent structure. As Russia's regulatory framework for digital currencies is expected to partially take effect from September 1, the market still lacks a clear plan for the custody and registration mechanisms of crypto assets. Various technical models are currently being discussed within the industry.One proposal is to establish multiple liquidity centers for crypto assets, where brokers can access the Moscow Exchange's digital custody platform or conduct related business through their own digital custody systems. Another proposal may involve trading platforms handling trade matching, while the storage and registration of crypto assets are completed by banks or digital custodians under brokers.Previously, several large banks in Russia, including Sberbank, VTB Bank, T-Bank, and Alfa-Bank, have expressed plans to launch digital custody services. With the Moscow Exchange entering this field, competition among traditional financial institutions is expected to intensify and may further enhance crypto asset services.

According to the Electronic Times, TSMC plans to further expand the outsourcing scale of the CoW (Chip-on-Wafer) segment in its CoWoS advanced packaging, entrusting more packaging orders to ASE and other OSAT manufacturers. CoWoS is TSMC's 2.5D packaging technology that connects AI processors such as GPUs with HBM through an intermediary layer, where CoW is the step of combining the chip with the intermediary layer, and WoS is the step of packaging the substrate. Previously, TSMC mainly outsourced the WoS segment, with only a small portion of CoW being entrusted.This move aims to alleviate the packaging capacity bottleneck caused by the continuous surge in demand for AI chips. TSMC holds about 90% of the global AI chip manufacturing market, but as the demand for self-developed chips from manufacturers like Nvidia and AI data centers skyrockets, capacity has become difficult to meet. Industry insiders expect OSATs to significantly increase equipment investment, especially in post-process areas such as wafer cutting and bonding. Several laser processing and bonding equipment suppliers in South Korea have been confirmed to be negotiating with OSATs regarding the supply of CoW equipment.

According to Jinshi reports, Russian media Vesti cited the governor's words, stating that a warehouse in Moscow Oblast, Russia, caught fire after being attacked by drones.

According to Jinshi reports, on August 2 local time, Moscow Mayor Sobyanin stated on social media that the explosion incident at a restaurant in the city on August 1 was a terrorist attack, resulting in 3 deaths and 21 injuries. Sobyanin mentioned that law enforcement agencies are investigating the specifics of the incident.The Russian National Anti-Terrorism Committee reported that the incident was caused by the explosion of a homemade explosive device.