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On September 8, domestic GPU leader Moore Threads opened lower, quickly plummeting in the early trading session, at one point dropping over 10%, with the stock price hitting a new low of 371.17 yuan. As of the time of writing, it has fallen over 8%, reported at 380.76 yuan, with a latest market value of 179 billion yuan.Moore Threads hit a 20% limit down yesterday, with its market value falling below 200 billion yuan. According to the announcement, on September 7, 25.7745 million shares from the initial public offering's offline placement faced a lifting of restrictions.Regarding the reason for the limit down on that day, a reporter from Yicai called the securities affairs representative of Moore Threads as an investor. The staff member stated that it was a large lifting of restrictions day for the offline placement shares, and advised investors to view it rationally, noting that the company's fundamentals are normal.

According to BBX data, yesterday global European stocks and Hong Kong stocks disclosed the latest official ledger regarding digital asset treasury allocation and secondary market increases, with the core dynamics as follows:Capital B (Euronext: $ALCAP) increased its holdings by 376 bitcoins, bringing the total holdings to 3,521: The French cryptocurrency treasury listed company Capital B officially announced that it has once again increased its holdings by 376 bitcoins in the secondary market. After this significant increase, the company's total bitcoin holdings have officially risen to 3,521 BTC, further expanding its leading advantage in bitcoin reserves among European listed companies.Boyaa Interactive (00434.HK) increased its holdings by 115 bitcoins, reaching a total of 4,316: The Hong Kong listed company Boyaa Interactive disclosed the latest dynamics of its balance sheet, stating that it has recently invested again to increase its holdings by 115 bitcoins. After completing this purchase, Boyaa Interactive's total bitcoin holdings have climbed to 4,316 BTC, continuously practicing its asset allocation strategy of treating cryptocurrency assets as a core strategic reserve.

Sources say that Anthropic has decided to terminate its plan to acquire the artificial intelligence startup Decart AI. Anthropic had previously conducted due diligence on Decart for a deal worth approximately $6 billion but ultimately chose to walk away, although both parties may explore other forms of collaboration in the future.The software and hardware collaborative optimization technology developed by Decart can enhance chip utilization efficiency and reduce AI training and inference costs. Anthropic has rarely engaged in large-scale mergers and acquisitions and is currently making significant investments in computing power to develop new products and serve customers, while preparing for an initial public offering that may approach or even exceed that of SpaceX.

According to Lookonchain monitoring, Abraxas Capital purchased 13,000 ETH in spot, worth 32.39 million USD, to hedge against its short position of 141,180 ETH held in Hyperliquid, valued at 353 million USD.

According to a report by the Korean News Agency, Samsung SDS held the corporate AX conference "Real Summit 2026" at the COEX Convention Center in Seoul on September 8, officially announcing its "Multidimensional AI Full Stack" strategy. The company became the first in the country to join OpenAI's "Daybreak" security cooperation program, while also signing a strategic cooperation agreement with Anthropic to jointly expand AX business.In addition, Samsung SDS announced its entry into the Robotics Transformation (RX) field, planning to launch a "Robot Orchestration Platform" in 2027, and forming the "Team REX" ecological alliance with 10 global physical AI companies including Rainbow Robotics and Walden Robotics.

According to GMGN market data, the market capitalization of the Meme coin MEME on the Robinhood Chain has rebounded to over 120 million USD, currently reported at 123 million USD, with a 24H increase of over 32%.It is reported that MEME is paired with tokenized US stock AMC Entertainment. Users are reminded that the price of the Meme coin is highly volatile, please pay attention to trading risks.

According to Dealroom, the decentralized perpetual contract exchange in Singapore, Antarctic Exchange, has completed a $7 million financing round, with a valuation of $70 million. Investors include Valisa Capital Markets, Lucidity Capital, and Republic Crypto, as well as proprietary traders who are entering the crypto asset space for the first time.The platform targets retail derivatives traders and offers tools similar to centralized exchanges. The founding team consists of former executives from OKX, Binance, and MEXC.

Binance Research's monthly market report shows that the total market capitalization of the cryptocurrency market increased by 17.6% to $2.7 trillion in August, with ETF inflows achieving the strongest performance since 2026.BTC rose by 24.8% within 7 days, ranking as the top weekly increase since 2020. In terms of user asset allocation, the proportion of cryptocurrency allocation among stockholders increased from 64% to 72%, while the allocation to stablecoins decreased by 22%; the proportion of TradFi perpetual contract trading volume dropped from 40% to 20%, with funds and trading activities clearly flowing back into cryptocurrency assets.

According to GMGN data, Robinhood Chain coin stock Meme coin SPACEHOOD's market capitalization reached 7.5 million dollars, with a 24-hour increase narrowing to 23.25%.

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.

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 a report from Xinhua News Agency, the Supreme People's Court issued opinions on September 7 regarding the legal handling of disputes involving artificial intelligence. The opinions consist of 5 parts and 24 articles, focusing on issues such as "AI face-swapping and voice imitation," "AI hallucinations" infringement, "online unpacking," "big data price discrimination," autonomous driving, AI model training, open-source software, and intellectual property protection.The opinions clearly address the substantive judgments and litigation procedural rules for cases involving artificial intelligence, aiming to strengthen the judicial protection of civil rights in the digital age and promote the healthy and orderly development of artificial intelligence.

Capital B, a French Bitcoin treasury company, confirmed the purchase of 376 Bitcoins for 25.3 million euros, currently holding a total of 3,521 Bitcoins, with a year-to-date Bitcoin return of 2.17%.

According to on-chain data from DeFiLlama, there was a significant divergence in the capital flow of mainstream public chains over the weekend. BNB Chain saw a net inflow of approximately 28.22 million USD in the last 24 hours, indicating that funds are still continuously gathering in the BSC ecosystem; in contrast, Robinhood Chain experienced a net outflow of about 18.04 million USD in the last 24 hours. Earlier data from September 5 showed that Robinhood Chain had a net outflow of approximately 21.07 million USD in a single day, making it the network with the largest capital outflow among major public chains that day.In terms of capital activity, although Robinhood Chain experienced a net outflow, on-chain trading activity remained relatively high. DeFiLlama data shows that its DEX trading volume in the past 7 days was approximately 10.424 billion USD, an increase of 95.26% compared to the previous week, with a DEX trading volume of about 1.368 billion USD in the last 24 hours; BNB Chain's DEX trading volume in the past 7 days was approximately 8.254 billion USD, a weekly increase of 20.99%, with a net inflow of about 28.22 million USD in the last 24 hours.Meanwhile, data from September 6 indicated that Solana's DEX trading volume in the past 24 hours was approximately 1.96 billion USD, surpassing BNB Chain's 1.64 billion USD and Robinhood Chain's 1.61 billion USD, reclaiming the top spot in DEX trading volume among mainstream public chains. Overall, the past weekend showed characteristics of "high trading activity maintained, with a rebalancing of capital flow" among mainstream public chains: BNB Chain continued to absorb funds against a backdrop of high trading volume, while Robinhood Chain, despite rapid growth in DEX trading volume, experienced continuous net outflows, suggesting that some funds may be leaving the network after high-frequency trading.

OpenAI Chief Scientist Jakub Pachocki published an article titled "An Alien Mind" on September 6, 2026. The article reviews the results of the RLSlow research project, which emerged in mid-2023, demonstrating the first scalable training of reasoning models. It states that three years later, reasoning language models have become part of rapid economic growth, beginning to push scientific boundaries, capable of operating computers and graphical interfaces, collaborating with humans and other AIs on research projects, while also changing the landscape of computer security and introducing new dangers.The author anticipates that the current pace of progress may continue towards recursive self-improvement based on internal results. If AI development continues along the current path, systems may experience equivalent or greater leaps in capability in the coming years, increasingly driving their own development. The author calls for extreme caution, believing that no one is prepared to deal with the consequences of the rapid rise of machine intelligence. OpenAI will continue to seek technical solutions for alignment and monitoring, build defensive systems, and unilaterally halt further scaling when necessary, but believes broader intervention is needed.The article states that machine intelligence is primarily driven by increased computational power, with AI growing more than being designed. In terms of alignment, it distinguishes between goal alignment and value alignment, with the core challenge being generalization. GPT-6 Astra shows significantly better alignment than GPT-5.6 Sol, but more progress is still needed. In monitoring, the focus is mainly on chain-of-thought monitoring, with assessments showing that reliance on capabilities is gradually weakening. In terms of scalable defense, models are becoming superhuman in breaking into computer systems, currently in a narrow window where using the best available models significantly enhances the security of critical systems.

According to GMGN market data, the market capitalization of the BSC ecosystem token BREW has now rebounded to 12.5 million USD. This morning, the market capitalization of BREW briefly rose to about 28 million USD, and then quickly fell by about 80%, reaching a low of 2.2 million USD.On the news front, Flap is testing a new token pairing mechanism and has launched a new liquidity pool with BEN as the test token, which has attracted market attention to the narrative and capital flow related to BREW, possibly one of the reasons for its previous significant volatility. Please be aware of trading risks, as the prices of related tokens are highly volatile.

CITIC Securities research report states that in August 2026, the number of new non-farm jobs in the United States was significantly higher than expected, with notable contributions from the leisure hotel and healthcare industries, and a rebound in local government education positions. In the private sector, the goods-producing sector added jobs for the sixth consecutive month, possibly reflecting the demand for data center construction in the United States. The decline in employment in the finance and information technology sectors reflects the impact of AI.The unemployment rate remained at 4.1%, rounded to two decimal places as 4.14%, and the labor force participation rate rebounded from 61.4% to 61.6%, while the continuous decline in participation rates for those aged 45-54 still needs to be monitored. The strong non-farm data in August and the dovish remarks from Federal Reserve Governor Waller offset each other, leading the market to reprice the probability of a rate hike in September at around 60%. The focus will next be on the August CPI to be released on September 11.

According to Catcher Predict monitoring on-chain data, there is a prediction of significant capital movement in the Polymarket market. A large whale invested $64,747.27 in the event "Counter-Strike: Spirit vs MOUZ - BLAST Open Porto Playoffs" on the "Match Winner" market. Based on the current transaction price, the latest corresponding winning probability for this target is 37%.