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On September 2, TSMC Senior Vice President and Co-COO Dr. Wei-Chung Hou stated that the speed of change in AI demand far exceeds past industry experiences. Taking TSMC's equipment demand as an example, the estimated equipment needed for this year at the end of last year was calculated to be 1 times, but just one quarter later it increased to 1.5 times, and by July of this year, it had reached 1.9 times, with demand nearly doubling in just six months.Dr. Hou pointed out that the semiconductor industry has never faced such rapid changes in demand in the past 30 years. The entire industry needs to provide nearly double the original equipment, capacity, and resources in an extremely short time. TSMC is currently constructing 13 fabs in Taiwan and about 5 to 6 overseas, totaling nearly 20 fabs globally, with the scale of construction expanded to about 3 to 4 times that of the past, yet still unable to fully meet customer demand.He emphasized that in the AI era, the entire system or module needs to be optimized, and traditional collaborative models can no longer meet the demand. The supply chain must be restructured into a new cooperation model that is more closely integrated. The entire ecosystem is not yet prepared for such rapid growth, with equipment demand nearly doubling in six months, and almost no suppliers can completely avoid capacity constraints.

Qualcomm announced a double-digit increase in chip prices starting September 1, applicable to chips shipped after that date. Qualcomm informed customers in July that it could no longer absorb rising supplier costs. Qualcomm CEO Cristiano Amon stated in an interview with Reuters that they are simply passing on the significant cost increases they are facing.Apple continues to procure modem chips from Qualcomm for the iPhone 17 models while transitioning to self-developed modems. Qualcomm expects revenue from Apple to decline faster than previously anticipated, dropping about 50% from the September quarter to the December quarter, as supply constraints will reduce Qualcomm's component share in the iPhone 18 series. Qualcomm also provides mobile chips for manufacturers like Samsung, with price increases covering its product line and negotiating separately with customers.

According to the official webpage, the voting phase for the Solana double deflation proposal has ended, with a voter participation rate of 60.69%. Among the votes, 67% were in favor, the opposition rate was 25.16%, and the abstention rate was 7.84%, with the approval rate reaching the required 2/3 support threshold for passage. The proposal aims to reduce the inflation rate of SOL to about half of its original rate, increasing the deflation rate to 30%. Based on current estimates, this proposal will reduce the issuance of SOL by approximately 18.9 million over the next six years.In addition, the voting phase for the resource and fee inclusion proposal has ended, with a voter participation rate of 61.14%. Among the votes, 53.9% were in favor, the opposition rate was 18.92%, and the abstention rate was 27.18%, with the approval rate not reaching the required 2/3 support threshold for passage. This proposal suggests introducing a transaction fee mechanism based on resource consumption, charging fees according to the network resources consumed by transactions, which is expected to increase the daily burn rate of SOL from the current approximately 650 to between 7500 and 9000.

According to data from the Solana governance platform, the "SGP-0002 Double Deflation" proposal is currently in the voting stage, with about 12 hours left until the voting deadline. This proposal was initiated by Helius (HEL1...e2TU) and suggests increasing the deflation rate in Solana's inflation plan from the current -15% to -30% to accelerate the reduction of network inflation.The current voter participation rate is 47.29%, meeting the requirement of 1/3 of the quorum. The vote distribution is as follows: For: 140.6M SOL (68.58%), Against: 47.39M SOL (23.12%), Abstain: 17.01M SOL (8.3%). Among the main voting parties, validators such as Helius, Jupiter, and Staking Facilities voted in support, while Figment, Everstake, and P2P.org voted against.

The Block reported that Hyperliquid Strategies raised $647 million in equity capital and more than doubled its Hyperliquid native token treasury to 29.3 million HYPE, valued at approximately $1.9 billion at the end of the fiscal year, while maintaining $149.9 million in cash and no debt.The company stated that it has since deployed $773.4 million to acquire approximately 16.5 million additional HYPE at an average cost of $46.77, and spent $27.8 million to repurchase PURR shares, with $132.6 million in cash remaining as of August 19.

According to SolanaFloor, the Solana double deflation proposal reached quorum 27 hours before the voting ended, with a current participation rate of 33.84%, of which 25% voted in favor.If the proposal is approved, the Solana deflation rate will double to 30%, and it is expected to reduce the issuance of approximately 18.9 million SOL over six years, equivalent to about $1.47 billion at current prices.

According to data from The Block, the trading volume of centralized cryptocurrency exchanges (CEX) doubled within five days, rising from an annual low to over $37 billion, but still far below the peak of $105 billion reached after the massive liquidation event on October 10, 2025. CEX trading volume has reached $490 billion so far in August, down from $670 billion in July.The report points out that the rise of spot ETFs and digital asset treasuries may weigh on CEX trading volume, but demand for altcoins will still flow to CEX due to advantages in listing speed, trading pair depth, and tools for small and medium market cap tokens. Bitcoin and Ethereum rose over 23% and 30% respectively last week, while the market cap of altcoins (excluding BTC and ETH) increased by about 13% during the same period. The popularity of DEXs like Hyperliquid and Lighter is also diverting CEX trading volume.

On August 24, a portfolio manager at Fidelity International stated that the gold holdings of the fund he manages have doubled in the past three weeks, attributing this move to increased uncertainty surrounding Federal Reserve policy. After raising the gold allocation in the fund to his self-imposed limit of 5%, George Efstathopoulos mentioned that he would consider increasing this limit if the dollar's status as a safe-haven asset continues to decline. Following the Federal Reserve's July meeting, investors have been selling long-term government bonds, and it is against this backdrop that George began to increase his gold holdings."My understanding is that this is due to the Federal Reserve's lack of credibility and the intensification of policy uncertainty," George stated. He also noted that the U.S. Treasury unexpectedly increased its repurchase of long-term bonds, which seems more like "manipulating yields rather than addressing the fundamental reasons for why yields are rising." "Today, the focus on gold is no longer on the rise in yields themselves, but rather on why yields are rising."

Solana's double deflationary governance voting is now live. The related proposal aims to adjust the network's inflation arrangement by increasing the deflation rate to reduce the overall inflation pace.According to the introduction, the proposal plans to raise the deflation rate from the current -15% to -30%, thereby achieving a greater reduction in inflation. Voting has officially begun, and the community can participate in the related governance decisions.

According to Forbes, Bitcoin has rebounded strongly and surpassed $69,000, with $1.29 billion in short positions liquidated within about an hour. On the same day, the U.S. Treasury announced it would at least double the scale of long-term Treasury bond repurchases to $4 billion each time, to be executed from September 9 to November 4. Geoff Kendrick, head of digital asset research at Standard Chartered Bank, stated that investors should position themselves for Bitcoin to rise to $100,000 by the end of 2026, and noted that the Treasury's measures are "exactly the type favored by Bitcoin."Standard Chartered had previously lowered its year-end target from $150,000 to $100,000 and postponed its $500,000 expectation from 2028 to 2030. Bitcoin ETFs recorded a net inflow of $298 million, reversing three consecutive days of outflows. The Federal Reserve's meeting minutes were hawkish, keeping interest rates at 3.50%-3.75%, with three members advocating for rate hikes due to concerns that AI could drive inflation. Kendrick pointed out that $65,500 needs to be maintained to confirm the bottom.

The U.S. Department of the Treasury has announced that it will at least double the scale of liquidity support repurchase operations for long-term nominal coupon securities, involving two maturity ranges: 10 to 20 years and 20 to 30 years.Currently, the maximum scale for each operation is $2 billion, and in the future, the scale for each operation will be raised to at least $4 billion. The adjustment will take effect on September 9, 2026, and will be implemented for the remainder of this refinancing quarter (until November 4, 2026). The Treasury will provide more information about future repurchase scales at the next quarterly refinancing meeting scheduled for November 4, 2026.This expansion of the repurchase operation scale reflects the Treasury's desire to provide stronger liquidity support for the long-term nominal Treasury market. The Treasury will announce updated temporary Treasury repurchase arrangements later.

Cerebras released its fourth-generation AI inference system CS-4 this week, based on the same 5nm WSE-3 wafer, achieving double the performance by doubling the clock frequency and power consumption. A single CS-4 cabinet accommodates 3 wafers (CS-3 has 2), featuring a modular "backpack" design that simplifies manufacturing and deployment, with a TDP of approximately 125 to 135kW. The CS-4 can provide an inference speed of nearly 4000 tokens/second/user, about twice that of the CS-3, and supports decomposed inference with heterogeneous systems such as AMD and AWS Trainium.Cerebras claims that the CS-4 offers about 2000 times the on-chip memory bandwidth of NVIDIA's Rubin (43PB/s), but the 44GB SRAM capacity remains unchanged, and long-context inference still requires multi-wafer stacking. For example, with the DeepSeek V4 Pro (1.6T parameters), approximately 20 systems are needed for a 1M context window, and about 40 systems are required for 256 concurrent users, corresponding to a CAPEX exceeding 20 million USD. Cerebras is collaborating with clients such as OpenAI and plans to achieve approximately double performance improvements each year, aiming for a 20-fold throughput increase by 2027. The "backpack" cabinet design of the CS-4 will continue into the next-generation "Nexus" platform.

According to Cointelegraph, data from RWA.xyz shows that in the past month, the number of tokenized stock holders has more than doubled, reaching 1.31 million. During the same period, monthly transaction volume surged nearly 180%, reaching $23.13 billion, while the number of monthly active addresses grew by 34.62%, reaching nearly 572,000. The total value of tokenized stocks also increased by 5.9%, reaching $2.38 billion.Ondo leads the market with a value of approximately $872 million, followed by Kraken's xStocks ($557.8 million) and Binance's bStocks ($521.8 million). The largest individual tokenized assets include Securitize ($145.2 million), Strategy PP Variable xStock ($135.6 million), and Ondo's tokenized Circle shares ($99.7 million).

On August 11, the Binance contract platform launched four U-based perpetual contract trading pairs, including Kuaishou (KUAISHOUUSDT), Meituan (MEITUANUSDT), as well as the Southern Eastern SK Hynix Daily Leverage (2X) product (CSOPSKHYNIX2LUSDT) and the Southern Eastern Samsung Electronics Daily Leverage (2X) product (CSOPSAMSUNG2LUSDT). The Kuaishou and Meituan contracts support a maximum leverage of 20 times, while the two Korean semiconductor ETF products support a maximum leverage of 10 times, with a funding rate cap of ±2%, settled every eight hours, supporting a multi-asset model.Among them, CSOPSKHYNIX2LUSDT tracks the Southern Eastern SK Hynix Daily Leverage (2X) product listed on the Hong Kong Stock Exchange (code 7709), and CSOPSAMSUNG2LUSDT tracks the Southern Eastern Samsung Electronics Daily Leverage (2X) product (code 7747), corresponding to the two major storage chip giants SK Hynix and Samsung Electronics with double long exposure. This is Binance's further expansion in the field of traditional asset perpetual contracts, bringing Hong Kong stocks and Korean tech stock leverage products into the crypto derivatives market. Binance reminds users that digital asset prices are highly volatile, and contract trading carries high risks; investors must bear the related risks themselves.

According to Decrypt, the prediction market platform Kalshi announced a partnership with DoubleZero to provide real-time market data subscription services to trading institutions through DoubleZero Edge.The initial data covers Kalshi sports event contracts and cryptocurrency perpetual futures, including Level 1 (best quotes and transaction records) and Level 2 (multiple buy and sell orders) data, which can be directly used for pricing, hedging, and automated trading strategies. DoubleZero uses a multicast system to synchronize and push machine-readable data to all connected parties, significantly lowering the access threshold.

The TRON DeFi Summer S2 event is currently ongoing. Users can stake TRX through JustLend DAO to exchange for sTRX, continuously accumulating returns while maintaining asset liquidity; the Energy generated from staking can also be rented to users with on-chain demand, forming a revenue cycle within the TRX ecosystem.As the largest single prize pool of this season, the 1.2 million USD TRX incentive pool remains open. Users can enter JustLend DAO through the Binance Wallet DeFi section, and by depositing 500 TRX, they can unlock basic staking returns and a Boosted APR of over 20%, and additionally share rewards daily. The S2 season covers core asset pools such as TRX, USDD, JST, and SUN.

TRON DeFi Summer S2 is in full swing, and this season's largest single reward pool of 1.2 million TRX incentive pool has been fully launched. Participating users can earn dual TRX rewards: basic staking rewards from JustLend DAO, plus a boosted APR of up to 20%+, along with daily sharing rewards.Users only need to enter JustLend DAO through the Binance Wallet DeFi section and deposit 500+ TRX to participate. The S2 season covers core asset pools such as TRX, USDD, JST, SUN, etc.