loud

The 10-year U.S. Treasury yield returned to above 5.2% overnight, reaching a high not seen since 2007, putting pressure on global risk assets. Bitcoin has fallen back to around $83,000, with altcoins experiencing even larger declines. In this regard, Cloud, the chief analyst at Huobi HTX, believes that this drop is more akin to a normal pullback after a rebound and does not constitute the starting point of a trend reversal. The high U.S. Treasury yields mainly suppress valuations, with limited impact on the overall liquidity. The funding structure and holding costs of the crypto market itself have also not been disrupted. This round of decline seems more like a clearing of positions before key data is released.It is important to be cautious about the divergence between Bitcoin and altcoins. During a phase of marginal liquidity tightening, funds tend to concentrate on the most certain top assets; altcoins lack incremental funds to support them, and with heavier leverage, their pullbacks are therefore amplified. This divergence is likely to continue before the release of this week's PCE and non-farm data. If the data falls short of expectations, altcoins will have greater elasticity and thus higher risks; if the data exceeds expectations, Bitcoin's relative strength will be more pronounced. Whether Bitcoin can stabilize at key support levels will be the main signal to determine if this round of pullback has ended.Note: The content of this article does not constitute investment advice, nor does it constitute any offer, solicitation, or recommendation of investment products.

Manus officially launched version 2, which includes multiple updates in the underlying architecture, creative tools, and application layer.Upgrades to the underlying architecture and computing power: Equipped with the new generation self-developed Agent framework Cascade, tests show a 23.2% reduction in Token consumption, a 28.2% decrease in task duration, and a 32% reduction in costs; at the same time, the "cloud computer" was launched to provide a dedicated operating environment around the clock and supports automated workflows triggered by multiple software events.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "LoL: LOS vs LOUD (BO5) - CBLOL Playoffs," the "LOS" option in the sub-market "Match Winner" has experienced a dramatic fluctuation in winning probability, dropping from 82% an hour ago to the current 53.5% (a fluctuation of 28.5%). Please note the impact of related breaking news.

Goldman Sachs expects that the five largest hyperscale cloud service providers in the United States will increase their spending on artificial intelligence infrastructure by 54% by 2027, reaching $1.2 trillion, exceeding Wall Street's expectations.

According to Gate market data, Akamai's stock rose 21% in pre-market trading after the company signed a $11.6 billion cloud computing agreement with Anthropic.

BNP Paribas has signed a five-year artificial intelligence agreement with Google Cloud.

Huobi HTX Chief Analyst Cloud stated that Bitcoin quickly rebounded after hitting the bottom under the dual pressure of interest rate hikes and the obstruction of the Clear Act, with a weekly increase of about 16%, rising to $87,307 during trading on September 21 (Huobi HTX spot price), reaching a new high since January. This round of increase is driven by three forces: the net inflow of about $1 billion into the U.S. spot Bitcoin ETF on September 21, the largest single day of the year; short positions being liquidated for about $650 million within 24 hours; and falling oil prices leading to a cooling of inflation expectations. Compared to last week's rebound, which was mainly driven by passive replenishment, this week saw a relay of spot buying.Whether the trend can continue depends on two points: whether ETF inflows can shift from a single-day pulse to a continuous trend, and whether leverage can be maintained at a non-overheated level. Currently, the funding rate is about 0.01%, in a neutral range, but the open interest of Bitcoin contracts has risen above $61 billion. If the capital weakens, high leverage will amplify the pullback. Market sentiment has entered an extreme greed zone, which historically has often been a precursor signal for short-term trend reversals. Technically, $87,500 is the resistance above, while the first support zone is between $84,000 and $85,000. The trend has conditions for continuation, but the highest risk of short-term volatility also occurs during the hottest phase of sentiment.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation of investment products.

According to Business Insider, Oracle launched its second round of layoffs this year last week. A leaked document shows that 546 employees from its U.S. cloud infrastructure organization were laid off, accounting for about 7.6% of the listed 7,185 employees. The most affected positions include managers, engineers, software developers, and employees in the data center maintenance and service departments. The document states that the information was provided to comply with federal age discrimination laws. Oracle did not disclose the total number of layoffs last week and did not respond to requests for comment.Oracle previously revealed that it expects to reduce its workforce by 21,000 employees, a decrease of 13%, by May 31, 2026, with the total number of employees before the recent layoffs being 141,000. The cloud infrastructure department's revenue grew by 121% year-over-year in the most recent quarter. The document indicates that 57 software developer III positions were cut, with software development-related positions accounting for about 17% of the layoffs; the data center support services department laid off 41 people, including the department's vice president and two senior directors.A total of 128 positions containing the word "manager" were eliminated, accounting for about 23% of the layoffs, with project managers totaling 61 people. Most affected employees are over 40 years old, with about 16% being 60 years or older. Oracle is increasing its investment in AI data centers, expecting related expenditures to be between $90 billion and $95 billion this year.

Alibaba CEO Wu Yongming stated at the Yunqi Conference that the current demand for AI from customers is strong, and the company will fully invest in AI infrastructure construction, aiming for the scale of global data centers operated by Alibaba Cloud to exceed 20GW by 2032. Meanwhile, Pingtouge released the strongest domestic AI chip Zhenwu V900, with computing power increased to three times that of Zhenwu M890, and the annual shipment volume is expected to increase significantly.

According to the official announcement, Bitget has launched 470 stock spot rTokens including rMANU (Manchester United), rKC (Kingsoft Cloud), rVGLT (Long-Term Government Bond ETF - Vanguard), rFBND (Fidelity Total Bond ETF), rRWM (Russell 2000 Short - ProShares), covering various sectors such as industry ETFs, broad-based ETFs, and bond ETFs. As of now, the Bitget platform supports a total of 2,139 rTokens.It is reported that the rTokens identified by the letter r + stock code (for example, Nvidia is rNVDA) are issued by Reality, a licensed RWA protocol under Bitget, and are directly connected to global liquidity pools such as NASDAQ and NYSE through cooperation with compliant broker Alpaca. Their features include: 1:1 reserves of underlying assets held by licensed custodians, stock dividends distributed in token form at a 1:1 ratio, support for corporate actions (such as stock splits and consolidations) mapped in real-time, and positions can serve as joint collateral for unified accounts and U-based contracts, allowing users to flexibly manage funds while holding global stock assets.

On September 21, Amazon Web Services (AWS) under Amazon's cloud technology integrated the open-source large model Kimi K3 into its large model service platform Amazon Bedrock, allowing global enterprise developers to directly call it through Bedrock. The previously rumored revenue-sharing cooperation between Kimi and overseas cloud vendors has officially materialized.According to Yicai, Kimi's developer, Dark Side of the Moon, is advancing revenue-sharing cooperation with several overseas cloud vendors, who will list the Kimi model on their platforms and share revenue based on the model's usage with Dark Side of the Moon. Additionally, according to official information from Alibaba Cloud's Bailing platform, Kimi K3 has been listed on Alibaba Cloud Bailing, and both parties have reached a similar cooperation.

On September 16, the day Circle Arc's mainnet went live, the AI Agent quality assurance product DeepQA released the Arc Campaign, completing public QA for 11 ecological applications on the Arc testnet and publishing all 13 reports on the official website in a collection format. From the initiation of the project to the public release of reports for all 11 applications, it took about 16 hours.Real-time data from the official website shows that this event executed a total of 141 test scenarios, of which 117 passed, confirming 15 issues. The Critic Agent conducted real-time reviews 30 times, retaining 141 scenarios, 436 screenshots, approximately 2,200 model calls, and 16.9 million tokens. The covered applications include the Arc official testnet browser, Tower Exchange, AchSwap, Machina Bridge, OmniHub, ArcFX, SettleOne, Syn DAO, thirdweb Arc Testnet, ChainGPT Pad, and Karwan. All tests were conducted in real browsers on live applications, with the injected test wallets holding only testnet funds and no real funds used.The backend of DeepQA is powered by WORLD3 and Google Cloud Vertex AI. A group of AI Agents completed exploration, planning, testing, and reporting, with each issue accompanied by screenshot evidence, and only released after being audited and reviewed in real-time by the Critic Agent. The team stated that a decentralized QA network is also in progress, which will prioritize support for the Arc ecosystem.

Market news reports that NVIDIA partner GMI Cloud is seeking a loan of 300 million dollars to purchase chips for its factory in Thailand.

Huobi HTX Chief Analyst Cloud stated that after the clear bill was blocked in the Senate procedural vote, Bitcoin fell from the $77,800 level to $74,910. This round of selling pressure is event-driven, and historically similar shocks are usually digested within 5 to 10 trading days. The actual cost of the bill's failure falls in terms of timing: Congress is on recess this month, the midterm elections in November, effectively pushing the legislative window to 2027, with institutional incremental businesses such as bank custody, brokerage distribution, and tokenized securities collectively postponed by a year. The target of this pressure is valuation, and the price response is one-time.Among the factors affecting the single-day decline, the bill accounts for about 60% to 70%, while macro factors account for 30% to 40%; when viewed on the scale of the entire correction, the ratio reverses to 70% macro and 30% bill. The 10-year U.S. Treasury yield stands at 5.005%, oil prices surged to $105, and interest rate hike expectations have reignited, forming the main pricing line for this week, with the bill merely pushing the already accumulated selling pressure. The bill is the fuse, while interest rates are the explosives. Coinbase fell by 10%, Circle dropped by 11%, significantly higher than Bitcoin's decline, indicating that the market does not believe the bill's failure has harmed Bitcoin's value storage attribute, and ETF funds and institutional allocations are still providing support.What is under pressure is the legislative premium for compliant business operations: the excessive gains of crypto stocks over the past few months largely hinged on the anticipated surge in trading volume, institutional custody, and stablecoin adoption after the bill's passage, and this premium has now been liquidated. Crypto stocks are essentially high-duration, high-leverage derivatives of Bitcoin; a 3% fluctuation in Bitcoin is amplified layer by layer through trading volume, fees, and reserve earnings, ultimately reflecting as a 10% decline in stock prices.

According to reporters from the Science and Technology Innovation Board Daily, sources have revealed that the Doubao Second Generation phone, whether in the previous technical preview version or the current consumer version, adopts an edge-cloud collaborative solution.In principle, the Doubao Phone Assistant always prioritizes edge-side processing, but due to the current limitations of industry technology, for complex tasks that must rely on cloud processing, data processing will follow the principle of minimizing cloud usage. Currently, the overall edge-cloud collaborative solution has not changed.

Google Cloud announced the official launch of the pause/resume feature for data stream batch processing jobs, and it supports NVIDIA RTX PRO 6000 Blackwell GPU.

Google (GOOG.O) announced the launch of the Google Cloud Developer Plugin, which is used for the artificial intelligence coding assistant.

Rackspace announced its participation in the NVIDIA Cloud Partner Program and launched NVIDIA Blackwell-based AI infrastructure for regulated enterprises and governments.

London-based AI precision machining software startup CloudNC announced the completion of a €17.2 million (approximately $20 million) funding round, led by the American venture capital firm Nimble Ventures, with participation from Calculus Venture Capital, Entrepreneur First, and Lockheed Martin's venture capital fund LM Ventures.