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U.S. Treasury Secretary Steven Mnuchin stated that China and the United States have agreed to extend the trade truce agreement until January 10 of next year.Foreign Ministry spokesperson Geng Shuang suggested inquiring with the relevant Chinese authorities about the status of China-U.S. economic and trade consultations.

Tesla CEO Elon Musk stated that he is optimistic about "bio-enhancement" in the next decade. The "Neuralink" company he co-founded is attempting to break through the bottleneck of human information transmission bandwidth.Musk mentioned that the peak bandwidth for humans is about 100 bits per second, while computers communicate at trillions of bits per second. Technologies that enhance the speed of human communication will improve the alignment between humans and machines.

According to Cointelegraph, the European Securities and Markets Authority (ESMA) will establish a new EU strategic regulatory priority themed around digital innovation starting in 2027, initially focusing on AI and tokenization.Regulatory authorities in EU member states will identify emerging areas of tokenization, documenting how businesses use or plan to use AI and tokenization technologies in products and processes that directly affect investors, and conducting preliminary checks on some of the most affected companies.ESMA stated that the risks that need to be prioritized include biased or misleading AI outputs, products that are difficult for investors to understand, and reliance on a few third-party service providers. This priority will be advanced in parallel with the regulatory priority for cyber and operational resilience that will be launched in 2025.

Citigroup stated in its latest market strategy program that the failure of the U.S. Senate to advance the CLARITY Act for formal review did not interrupt Bitcoin's rebound. After the procedural vote on the bill was blocked, Bitcoin remained strong, indicating that funds have begun to reduce their reliance on a single legislative node and are instead focusing on whether regulatory rules can continue to move forward.Citigroup believes that the legislative blockage will limit the CFTC's ability to obtain a more comprehensive regulatory mandate for the crypto market in the short term, but the SEC can still advance some rule-making based on its existing authority. For the market, this means that the compliance process for the crypto industry still has room to continue, with the subsequent focus on the SEC's actual execution pace regarding trading, tokenized assets, and market access rules. Additionally, the macro environment remains a variable for Bitcoin's rebound.The baseline judgment of Citigroup's economic team is that this round of interest rate hikes may be close to "one and done"; however, the quantitative macro team warns that if AI investments continue to support growth, and employment and wage pressures persist, interest rates may face further upward revision risks. Citigroup views Bitcoin's position above the mid-term moving average as a signal of warming risk appetite and notes that its correlation with Nasdaq performance is worth continued tracking.

According to a report by ZDNet Korea, Samsung Electronics is adjusting its next-generation DRAM strategy by incorporating the previously project-based B1b into its official roadmap, naming it the first DRAM D0a below 10 nanometers. Previously, D0a referred to vertical transistor DRAM, and this product is now classified separately as D0a-V. This renaming aims to accelerate the introduction of advanced packaging in general DRAM.B1b will manufacture storage cells and peripheral driver circuits on different wafers before bonding them together, using wafer-to-wafer hybrid bonding and directly connecting through copper interconnects. The currently commercialized DRAM is 1c, which is the 6th generation 10 nanometer level, with a line width of about 11 to 12 nanometers; the next generation 1d is the 7th generation 10 nanometer level, with a line width of about 10 to 11 nanometers, considered effectively the last 10 nanometer level product, with the related line width being a marketing term rather than an actual physical size. Vertical transistors can arrange transistors within the cell vertically, reducing the cell area from 6F² to 4F², but they need to address high aspect ratio etching and leakage current, making development more challenging. Wafer-to-wafer hybrid bonding has already been mass-produced in CMOS image sensors and high-stacking NAND.Samsung Electronics is evaluating the use of B1b for the 8th generation high bandwidth memory HBM5. HBM5 is expected to be mass-produced around 2029, aiming to increase operating speed by more than 50% compared to HBM4E. Industry estimates suggest that D0a DRAM based on B1b will be commercially available in about two years, with specific mass production investment schedules likely to be determined by mid-next year.

SEC Commissioner Hester Peirce and SEC Crypto Working Group Chief Legal Counsel Taylor Lindman stated in a joint interview that, under the SEC's new innovation exemption, the first tokenized stock trading venues could begin to take shape as early as next quarter. Lindman mentioned that institutions expect companies to release the required notices outlining their operational plans in the coming months, which will be the first public indication of which companies intend to enter the new market. He believes there will be a lag from the announcement to the first companies submitting their notices, possibly at some point next quarter.Last week, the SEC issued a five-year conditional exemption allowing eligible platforms to facilitate the licensed trading of tokenized versions of U.S. listed stocks on public permissionless blockchains through automated market makers and liquidity pools. This relief has taken effect, but venues must issue notices and outline operations, and notify the SEC within one business day after the announcement. Lindman described this model as more on-chain finance rather than DeFi, with each venue having a designated individual or entity responsible for operations and compliance with the exemption conditions.Peirce responded to industry concerns about limits on the number of stocks and trading volumes, stating that the limits are high enough for companies to operate feasibly. She views the restrictions as an iterative approach to bringing tokenized stocks into regulated markets, with the five-year relief not being permanent but rather a bridge to long-term rules. Another potential constraint is the issuer veto right: venues must give listed companies 30 days to object before offering tokenized versions of their stocks created by non-affiliated third parties. Peirce does not expect widespread objections.

PPP market prediction tool monitoring shows that the probability of "Polymarket's next Claude Opus model being released on September 22" has risen to 77%, up 50% in 24 hours. Only the new model officially named "Opus" by Anthropic counts, such as Claude Opus 5.1, Opus 5.5, Opus 6, etc. Other names like Sonnet, Haiku, Fable, Mythos do not count unless officially named Opus by Anthropic.The release time is based on the calendar date in Eastern Time, USA. It must be genuinely open to the public to trigger settlement. Public beta and open rolling waitlists count; closed beta, invitation-only, or private access do not count. If the model name, placeholder, or labeling error appears only on Anthropic's official website, but the model is not actually available for public use, it does not count as released. The final settlement will primarily rely on official information from Anthropic, verified with credible media reports.

Bitcoin on-chain analyst Willy Woo stated that this round of movement seems to have room for growth in the next 2-4 weeks, after which it will enter an overbought phase and need to cool down.He also mentioned that from the end of August to mid-September, the oscillation indicator showed cooling while prices remained strong, indicating that buying demand overcame short-term profit takers.

Renowned trader Killa updated his views on the recent rapid surge of Bitcoin, stating that the next target for Bitcoin could reach the $88,000 range; however, if it quickly falls below $80,000, it may test the low of $70,000. Based on volume analysis, this scenario is currently unlikely.Killa, a quantitative trader focused on BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

PPP prediction market tool monitoring shows that the probability of Polymarket "Anthropic's next generation Claude Opus will be released before September 27" has risen to 90%, up 13% in 24 hours; the probability of it being released before September 30 has risen to 94%, up 7% in 24 hours.According to the settlement rules, if Anthropic's next Claude Opus model is made publicly available before the specified date (Eastern Time ET), the prediction market will settle as "Yes"; otherwise, it will settle as "No". Claude Opus refers specifically to the model explicitly named "Opus" by Anthropic; models released under other names, such as Sonnet, Haiku, Fable, or Mythos, do not qualify. Additionally, qualifying models must have been officially launched and made publicly accessible, including open testing or public rolling waitlist registration. Closed testing or any form of private access does not qualify for settlement.

The founder and executive chairman of Bitcoin Treasury Company Strategy, Michael Saylor, has once again released information related to Bitcoin Tracker, with the caption "A little more orange".According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after relevant news is released.

According to a report by Reuters, Gao Yang, co-founder and chief scientist of the Chinese humanoid robot startup Spirit AI, stated that humanoid robots could complete most general tasks based on verbal instructions as early as next year, but it will take at least 8 more years to enter households. He mentioned that the brain is the weakest link in the entire robotics technology stack, and it is expected to reach a milestone similar to GPT-3.0 by mid-2027, allowing users to speak to robots in natural language and have them perform a series of reasonable physical actions to attempt to complete tasks.Spirit AI was founded in 2024, has about 300 employees, and raised $670 million in funding within two years, with a valuation of $2.9 billion. The company employs about 1,000 contractors who wear data collection devices at home or in factories, primarily relying on real-world data for training. The success rate for simple tasks in a structured living room environment is 90%. Currently, dozens of Moz1 wheeled humanoid robots are deployed on production lines at CATL and JD.com.Gao Yang stated that the next 1-2 years represent the initial window for industrial applications, and after two years, they can enter commercial service scenarios to perform simple tasks, but entering households will be more challenging. In terms of safety, full-body force control is implemented, and the robots will automatically engage emergency braking when encountering significant interaction forces. High-quality data is the main bottleneck for training the robot's brain.

According to a report by Seoul Economic Daily, Samsung Electronics plans to increase the production of the sixth-generation high bandwidth memory HBM4 and the seventh-generation HBM4E, among other HBM4 series, by at least more than double compared to this year. The company intends to outsource the cleaning volume of glass substrates required for thinning HBM DRAM from 20,000 pieces per month this year to 50,000 pieces per month next year, an increase of 2.5 times compared to this year. Last year, the monthly demand for these substrates was about 10,000 pieces, which has already doubled this year compared to last year.The HBM4 and HBM4E that Samsung Electronics is focusing on expanding production are primarily high-stacking products with 12 layers or more. The company began mass production and shipment of HBM4 using sixth-generation 10nm (1c) DRAM and 4nm process-based chips in February this year, and provided 12-layer samples of HBM4E to customers such as Nvidia in May. The industry expects that, based on monthly wafer input, Samsung Electronics' HBM production capacity will increase from about 180,000 pieces this year to about 250,000 pieces next year, an increase of nearly 40%; the shipment proportion of the HBM4 series may rise from about 40% this year to about 80% next year.

Elon Musk stated on the social media platform X that artificial intelligence could double the U.S. economic growth rate from about 2% to 4% next year, and it may even be higher.Apollo's Chief Economist Torsten Slok estimates that from 2027 to 2029, U.S. capital expenditures related to artificial intelligence could reach around 3% of GDP each year. Moody's analysts say that U.S. tech companies are expected to invest nearly $1 trillion in chips and data centers by 2027.

According to the Financial Times of the UK, OpenAI is expected to consume nearly $280 billion in funding by the end of 2030. The company anticipates generating up to $278 billion in negative free cash flow between 2026 and 2030, with revenue expected to grow tenfold during this period, increasing from $36 billion this year to $350 billion by 2030.OpenAI expects to invest approximately $856 billion in computing power and infrastructure by the end of 2030.

Market news reports that Saudi Arabia has informed European refiners that they will not be able to obtain crude oil supplies next month.

Binance contracts will launch U-based and coin-based quarterly 0326 contracts on September 25, 2026, at 16:00. U-based contracts include BTCUSDT and ETHUSDT, with a maximum leverage of 50 times. Coin-based contracts include BTCUSD CM, ETHUSD CM, BNBUSD CM, XRPUSD CM, and SOLUSD CM, with a maximum leverage of 50 times (some contracts 20 times).

According to a Reuters report, informed sources revealed that Apple is expected to collaborate with India's Axis Bank to launch Apple Pay in India next month.