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According to Strategy's latest 8-K filing, Strategy has raised approximately $20.9 billion this year through the issuance of common and preferred stock, ranking fourth in the scale of stock issuance in the United States, only behind SpaceX, Alphabet, and Intel.Recently, Strategy obtained a net gain of $602.8 million by selling MSTR common stock, of which $369.7 million was used to purchase 4,603 BTC, with an average purchase price of approximately $80,318. As of August 30, the company's total holdings of BTC increased to 845,050, with a cumulative purchase cost of approximately $63.73 billion and an average cost of approximately $75,412.In addition, MSCI's consultation regarding financial reserves for digital asset companies will conclude on September 30, and the market is paying attention to whether there will be adjustments to the inclusion criteria for related indices thereafter.

The Bangko Sentral ng Pilipinas (BSP) has released a proposed announcement to suspend the acceptance of new applications for registration of payment system operators (OPS) for 12 months and to implement stricter controls on payment arrangements involving virtual asset service providers (VASP). The BSP stated that this move aims to conduct a comprehensive review of its classification and licensing framework.According to the draft, during the suspension period, the BSP will stop accepting and processing OPS applications. Applications submitted prior to the suspension can continue to be evaluated, but will not be approved or rejected until the suspension ends. Relevant entities are prohibited from conducting business activities that require OPS registration unless they obtain special authorization from the regulatory agency. In addition, BSP-regulated entities providing merchant acquiring services must connect licensed VASPs through direct merchant arrangements, and such relationships will be subject to enhanced due diligence, transaction and settlement limits, and other risk control measures.This requirement applies to virtual asset enterprises licensed, registered, or authorized by the BSP, the Securities and Exchange Commission of the Philippines, or other regulatory agencies, with VASPs being categorized alongside betting, gaming, adult industry, and money service businesses. If the draft is ultimately approved, it will take effect 15 days after publication, and the BSP is currently seeking public comments.

Cryptocurrency trader Unipcs (also known as "Bonk Guy") posted that he has incurred a floating loss of 3.6 million dollars on FOMO in the past 24 hours, exceeding the total profit and loss of the top two traders on the FOMO platform during the same period.He stated that he shares this situation to present a more balanced perspective, emphasizing that the market does not always go up, and investors need to endure such fluctuations. He mentioned that he has not been affected by the drawdown and believes that even without adding any new tokens, his current portfolio is still expected to grow to at least 50 million dollars in the coming months.

CryptoQuant analyst Axel Adler Jr. stated that the 30-day change rate of Bitcoin's realized market capitalization turned positive on August 24 after being negative for 87 consecutive days, and rose to +0.88% on September 6. The realized market capitalization reached $1.068 trillion, increasing by $9.36 billion over the past 30 days, indicating an improvement in the on-chain cost basis after a long-term contraction, and continued to rise during the period when Bitcoin's price fluctuated around $80,000.

As of the end of August, China's gold reserves reported 76.73 million ounces (approximately 2,386.57 tons), an increase of 650,000 ounces (approximately 20.22 tons) month-on-month. The People's Bank of China has increased its gold holdings for the 22nd consecutive month.

According to statistics from The Information, Anthropic has signed at least 14.8GW of computing power in the past 11 months, which can be gradually utilized in the coming years. Based on currently public contracts, the potential total cost could reach up to $517 billion, with most expenditures occurring over the next decade. In addition to the 1-2GW already secured before October last year, the total computing power signed by Anthropic is approximately 16GW.This round of expansion is primarily driven by the demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. The new agreement with Amazon provides up to 5GW, while Google and Broadcom offer another 5GW, and Microsoft and NVIDIA provide approximately 1GW. Anthropic has also rented all computing power from SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs, including H100, H200, and GB200.Anthropic has secured about 16GW, with many contracts extending beyond 2030. OpenAI has set a target for investors to reach 30GW by 2030, expecting to invest approximately $750 billion in computing power by that year. The $517 billion figure is the potential maximum cost estimated by The Information based on existing cloud services, chip, and data center contracts, with some computing power potentially being delayed or unused, and some contracts allowing for early cancellation.

According to @ai_9684xtpa's monitoring, the smart money that previously spent 20 million dollars to go long on ZEC has accumulated profits or expanded to 11.37 million dollars.On September 4, when the ZEC price was 985 dollars, the address had an unrealized profit of 8.465 million dollars. Currently, with the coin price up 22%, assuming the position remains unchanged, the unrealized profit will further expand to 10.34 million dollars. Adding the previously realized profit of 1.038 million dollars, this address has once again achieved a single coin profit exceeding 10 million dollars.

Researcher Schulz_Research stated that China's storage advancement is no longer a story of a single company, but rather a division of labor among three companies: CXMT is responsible for DRAM wafers, YMTC is responsible for NAND and has added DRAM in its latest factory, and the foundry controlled by YMTC, XMC, is responsible for stacking products from both. This division corresponds to the rules set by Beijing since late December last year, which state that new factory approvals must show that at least half of the equipment is domestically sourced, with exemptions only granted when there are no domestic options available. YMTC's Wuhan Phase III is the first advanced storage project to pass this rule and is set to begin production later this year.CXMT operates three 300mm DRAM factories, each producing about 100,000 wafers per month; models indicate it will reach 350,000 wafers by the end of 2026, and if all announced projects are completed, the total will exceed 600,000 wafers. YMTC's first two factories in Wuhan have a combined capacity of 200,000 wafers, with Phase III expected to reach 50,000 wafers by 2027 and full production of 100,000 wafers, along with plans to build two more factories of similar scale. XMC has two 12-inch factories, each with about 30,000 wafers, and an HBM packaging line producing about 3,000 wafers per month. China supplies about 10% of the global DRAM bits, with YMTC accounting for 14% of NAND bit shipments in the second quarter, and China consumes about 30% of global storage.CXMT has begun mass production of DDR5 and LPDDR5 and plans to start mass production of HBM3 this year, having already sent samples to domestic AI hardware developers. XMC has spent two years building HBM packaging based on hybrid bonding and YMTC's stacking IP, and is still advancing TSV technology.

According to on-chain analyst Ai Yi's monitoring, Arthur Hayes (0x6cd...47e21) received 39,000 UNI from FalconX in the past hour, worth $282,000, increasing his UNI holdings to 284,100, with a total value of $2,007,000 and an average withdrawal price of $7.06.Arthur Hayes has made a large transaction of UNI again after about 9 months, and UNI has now become his third largest on-chain asset.

The Ukrainian police and the Security Service of Ukraine (SBU) recently dismantled a scam network that used a fake investment platform to steal cryptocurrency. This network disguised itself as an investment platform website, luring users to connect their main cryptocurrency wallets and approve a small test transaction when withdrawing funds. Subsequently, it used a "wallet stealer" hidden within the website to automatically transfer user funds to wallets controlled by the operators, kicking victims off the platform. Investigators have currently confirmed 62 victims, with over 46 Ukrainian citizens involved, and the network could steal up to $1 million per month.The police stated that the false profits displayed on the platform are part of the scam, with operators manually creating transactions and adjusting user account balances to create the illusion of investment growth. In addition to cryptocurrency, the platform also collected victims' passport information, phone numbers, email addresses, login credentials, and photos during the registration and identity verification process. The main organizer of the network is a 25-year-old IT expert who recruited over 46 Ukrainian citizens and operated multiple offices in Kyiv and surrounding areas, with members responsible for building and maintaining fake websites, contacting potential victims, and providing security.Victims come from multiple countries, including Germany, Poland, Lithuania, Latvia, Spain, France, the United Kingdom, Canada, and Israel. The police traced the gang's server equipment located in the Netherlands and obtained a database stored there, which included a list of victims, cryptocurrency wallet addresses, suspected stolen amounts, internal communications, and platform operation information. The Ukrainian police and SBU subsequently executed 34 searches in Kyiv and surrounding areas, seizing over 100 computers, more than 100 mobile phones, 79 SIM cards, documents, cash, and 15 vehicles.

Harmony has released two proposals to comprehensively shut down the mainnet launched in 2019, migrate the native token ONE to Ethereum, and shift towards an AI video "mashup economy" business. The team stated that the threats posed by national-level attackers and AI entities are the reasons for proposing the network shutdown plan.The migration plan proposes to take a snapshot of user wallets, staking delegations, validator rewards, smart contracts, and tokens within centralized exchanges at the last block of the network, airdropping new ONE to the same wallet addresses on Ethereum, with holders not needing to actively claim; delegated stakes and unclaimed rewards will be airdropped to their respective governance vaults. The total supply of ONE and the issuance rate will remain unchanged, with newly issued tokens intended for the new business and feedback from governors being considered.Multi-signature wallets, liquidity pools, and on-chain applications cannot be migrated. The team urges users to exit all smart contracts by September 10, 2026, and plans to publicly disclose token contracts, snapshot calculations, and airdrop scripts for auditing. Validators can stop running nodes starting from September 10 at 22:00 Beijing time. The team plans to compensate for the difference in issuance rewards between node shutdown and the final block of the network, establishing a one-time compensation pool of $1.372 million, to be paid in four quarters to validators and their delegators who timely shut down, sign agreements, retain stakes, and serve as governors of the new project.The new business will open up prompts and materials for users to create secondary content, with AI entities expanding video stories, and will recruit operators responsible for video generation, distribution, and content review. Harmony plans to subsidize GPU hardware in the first year and promote demand for video generation, with operators required to stake tokens to earn rewards based on service online time. The team plans to help operators generate up to $1 million in total revenue in the first year, provided they meet staking and online rate requirements; promoters can initially earn a 30% ongoing commission from each $10 monthly subscription they recommend. Both proposals are non-binding and the plans may still be adjusted.

According to TechCrunch, citing multiple informed sources, less than three months after emerging from stealth mode, the startup XDOF, which specializes in collecting real-world remote control data for training general-purpose robots, is in the late stages of negotiations for a Series B funding round, with an expected valuation of around $1.2 billion. This round of financing is led by 8VC.XDOF was co-founded in 2024 by researchers Philipp Wu (CEO) and Fred Shentu (CTO) from the University of California, Berkeley. The company previously completed a $70 million Series A funding round, with investors including Thrive Capital, Andreessen Horowitz, Lux, and Spark Capital. XDOF did not originally plan to raise funds again so quickly after completing this round, but informed sources say the company's business is growing rapidly, with annual revenue nearing $50 million, thus attracting several venture capital firms to proactively reach out and push for a new funding round.TechCrunch was unable to ascertain the specific amount of this funding round and could not confirm whether the aforementioned $1.2 billion valuation includes the new financing. Informed sources indicated that the transaction terms have not yet been finalized and may still change.

According to Be In Crypto, Binance founder Zhao Changpeng recently stated that YZi Labs' investments over the past few months will become the highest return layout, as they invested in cryptocurrency prices close to the lows of the bear market.YZi Labs has disclosed seven investments in 2026: in January, they invested in the on-chain trading terminal Genius and the digital asset custodian BitGo; in March, they led a $52 million investment in RoboForce and invested $1 million in the venture project Atlas Scout; in April, they made an additional investment in the prediction market Predict.fun; in May, they led an $8 million seed round investment in the AI agent payment settlement layer AEON; in August, they invested in the cross-chain fixed-rate lending platform TermMax.Zhao Changpeng believes that the influx of funds into AI is eliminating short-term cryptocurrency teams, and the return of AI funds to digital assets has already begun. Bitcoin has rebounded after a 47% drop from its peak, but it is still far below the October high.

CryptoQuant analyst Darkfost stated that as BTC returns to around $82,000, the open interest of Binance Bitcoin contracts has increased by nearly 8% in the past 24 hours, surpassing $10 billion, and reaching a new high in nearly 6 months.The open interest measured in BTC has also risen to 125,830 coins.

According to market news, the address 0x220...3C9ba suddenly awakened after being dormant for 3 months, withdrawing 2.146 million Binance Life tokens (0.21% of the token supply) from Binance 2 hours ago, worth 1.108 million USD, at an average price of 0.5168 USD.

According to Cointelegraph, the U.S. website traffic for the prediction market platform Kalshi has increased by over 1500% in the past year. Data from Similarweb shows that in July, traffic from the U.S. reached 15.4 million visits, a growth of about 1520% compared to less than 1 million visits in August 2025, with U.S. traffic accounting for nearly 80% of its total traffic. Meanwhile, Kalshi's nominal monthly trading volume in August reached approximately $40 billion, a growth of about 4500% compared to $874 million a year ago.The nominal monthly trading volume for the entire prediction market industry increased from about $2 billion to $50.7 billion during the same period, with Kalshi accounting for nearly 79%. According to Barron's, sports contracts accounted for 83% of Kalshi's trading volume in July. Kalshi is currently facing increasing legal challenges, with New Jersey having submitted the dispute to the U.S. Supreme Court, and Michigan authorities continuing to seek to block its operations.In terms of restricted jurisdictions, Canada brought about 450,000 visits to the Kalshi website in July, a significant increase from about 50,000 in August 2025; traffic from the UK also rose from 31,000 to 296,000. Although both countries are regions where Kalshi's membership agreement prohibits direct access or trading, Kalshi partnered with Canadian financial services company Wealthsimple in June to provide access to nearly 4,000 eligible contracts through a standalone application.

According to the official X account of ZKsync (@zksync), ZKsync announced a security upgrade for its EraVM chain. The core measures include: introducing an instant upgrade framework, extending the execution delay from 3 hours to 24 hours, and developing a second prover, EraBender, to guard against AI-driven vulnerability attacks.In the next 6 months, all Boojum/EraVM chains will gradually phase out the old execution environment, and each chain will formulate and announce its own transition timetable. Users holding funds directly in EOA do not need to take any action; users holding funds through multi-signature, smart accounts, DEX, lending protocols, and other smart contracts need to take action as required after the transition plans of each chain are determined. The ZKsync Atlas chain is not affected by this upgrade.

Hardware wallet manufacturer Trezor updated the progress of the data breach incident involving its logistics partner ShipMonk, stating that the previously disclosed scale of the breach was underestimated. Additionally, information of approximately 67,000 U.S. users who placed orders between November 2019 and August 2021 was fully exposed, including names, email addresses, phone numbers, shipping addresses, and order numbers.Trezor stated that it had previously confirmed multiple times with ShipMonk that the relevant data had been deleted according to the contract and data policy and had received written assurances, but the data was not actually deleted from the other party's system. Trezor claimed that its own system was not affected, and the hardware wallets remain secure, but affected users may face a higher risk of targeted phishing attacks. All affected users have been individually notified via email.This incident was first disclosed on August 13, affecting approximately 13,700 users. Trezor stated that it is accelerating the launch of an anonymous shipping service to reduce the risk of information exposure when users place orders.

According to data from the Central Bank of Brazil (BCB), cryptocurrency purchases in July amounted to $572 million, a decrease of nearly 80% compared to $2.6 billion in June, and a decline of nearly 60% from $1.4 billion in July 2025.Fernando Rocha, head of the statistics department at the Central Bank of Brazil, stated that the changes are part of the adaptation of cryptocurrency exchanges to the new regulatory environment for digital assets, with anti-money laundering controls and governance requirements being significant factors in the reduction of transaction volume. Since 2026, the total amount of cryptocurrency purchases in Brazil has reached $15.25 billion, more than doubling compared to $7.6 billion in the same period of 2025. BCB noted that most of the related transactions involve stablecoins.

According to Xinhua News Agency, the Bank of China Inner Mongolia Branch recently issued the first "Computing Power Token Loan" in the Inner Mongolia Hohhot New Area. By innovating the credit evaluation system, it incorporates the scale of enterprise token usage, computing power cooperation orders, core technology qualifications, and scientific research and development capabilities into the core credit indicators, while weakening traditional mortgage guarantee requirements.Currently, Hohhot's computing power scale reaches 150,000 P, of which intelligent computing accounts for 146,000 P, and the green computing power index ranks first in the country. The local area also promotes "Computing Power Loans" and medium-to-long-term technological transformation loans, using policy financial tools and syndicated loans to address capital and large fund needs, and has launched "Computing Chain Insurance" and cybersecurity insurance to provide diversified risk control guarantees for heavy asset projects such as data centers against fire, water damage, machine failure, and more.