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According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: LGD Gaming vs Yakult Brothers - PGL Wallachia Group Stage," the "Match Winner" sub-market option "LGD Gaming" has experienced significant fluctuations in winning probability, rising from 65.5% an hour ago to the current 85.5% (a fluctuation of 20%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: Conventus Stellarum vs PlayTime - PGL Wallachia Group Stage," the option "Conventus Stellarum" in the sub-market "Match Winner" has experienced a drastic fluctuation in winning probability, plummeting from 87% an hour ago to the current 56.5% (a fluctuation of 30.5%). Please note the impact of related breaking news.

Coinbase co-founder and CEO Brian Armstrong stated that The Wall Street Journal is writing a report blaming the failure of the CLARITY Act on Coinbase and himself. He mentioned that the newspaper has repeatedly taken an adversarial stance towards CLARITY in related reports and echoed the views of banking lobby groups.Armstrong stated that in January of this year, he opposed a draft that was about to be submitted for committee vote due to significant issues in areas such as DeFi, tokenization, CFTC authority, and stablecoin rewards, which could harm the crypto industry, and that support was scattered and difficult to pass. Afterward, multiple parties modified the draft, and about four months later, the version submitted to the committee had addressed the aforementioned four issues. He expressed that the final draft submitted to the Senate is good and he strongly supports it, and will continue to advocate for clear rules that treat crypto fairly.

According to Catcher Predict monitoring, in the Polymarket event "Milwaukee Brewers vs. Baltimore Orioles," the "Over" option in the sub-market "O/U 8.5" has experienced significant fluctuations in winning probability, soaring from 50% an hour ago to the current 81% (a fluctuation of 31%). Please note the impact of related breaking news.

CryptoQuant analyst Axel Adler Jr. stated that in the past 24 hours, Bitcoin rose from $76,300 to $77,400. The Bitcoin liquidation pressure oscillator increased from +0.48 to +54.52, indicating that short liquidations are dominant; the active order pressure oscillator rose from -1.88 to +0.86, showing that market buying temporarily exceeded selling.However, this positive indicator lasted only about 4 hours, and the buyer's advantage has not been fully confirmed. If the indicator falls back below zero and long liquidations increase, the price may come under pressure again.

According to NBC News, the U.S. Pentagon is considering withdrawing nearly one-third of American troops from Europe.

According to Solid Intel, U.S. Secretary of Defense Pete Hegseth stated that the Pentagon is advancing several confidential projects related to BTC and cryptocurrencies, having previously agreed that the U.S. should seek a strategic advantage in the BTC field.

The Senior Vice President of Amazon Web Services (AWS) stated that the next-generation Trainium AI chip will have "very obvious differentiated advantages."

U.S. Vice President JD Vance stated at the All-In Summit that U.S. AI data centers are facing increasing opposition, largely because the power supply has not kept up. Residents see data centers being built continuously while their electricity bills are rising, which naturally leads to backlash. He believes the solution is not to build fewer data centers but to increase power generation capacity accordingly.Vance mentioned that the U.S. has not built enough power facilities in the past generation, and in the future, it should pursue a state where "electricity is so cheap that it doesn't need to be metered." He also compared this to China, arguing that the slow growth of power generation in the U.S. in recent years has already affected the development of new industries like AI. "So cheap that it doesn't need to be metered" is an old slogan from the history of U.S. nuclear energy. In 1954, Lewis Strauss, the chairman of the U.S. Atomic Energy Commission, used it to describe the era of cheap electricity brought by atomic energy.The IEA estimates that data centers will contribute to about half of the new electricity demand in the U.S. by 2025; the U.S. Congress is also advancing legislation this week to try to prevent the costs of expanding data centers from being passed on to ordinary households.

Citigroup analysts pointed out that leading memory chip manufacturers are expected to benefit from the structural changes in the development of artificial intelligence. The agency anticipates that continuous learning will drive a significant increase in memory demand, leading to a supply shortage in the market that will continue until 2031. Continuous learning strengthens models by training on new tasks and knowledge, which will create a sustained demand for model updates and access to historical data, driving the storage usage of products such as HBM, server DDR5, and eSSD.Citigroup expects HBM bit demand to grow by 62% year-on-year to 75.2 billion gigabits in 2027, and by 69% year-on-year to 127 billion gigabits in 2028. Global DRAM demand is expected to grow by 30% and 35% year-on-year in 2027 and 2028, respectively, while supply is expected to grow by only 19% and 22% during the same period, resulting in supply-demand ratios of -8.7% and -9.7%. In terms of NAND, demand is expected to grow by 29% and 33% year-on-year in 2027 and 2028, respectively, exceeding supply growth of 21% and 25%, with supply-demand ratios of -6.1% and -5.5%.Citigroup's preferred storage targets include Samsung Electronics, SK Hynix, Micron, Sandisk, and Kioxia, corresponding to the logic of storage shortages brought about by continuous learning, demand for HBM and server DDR5, DRAM supply shortages, and tightening supply of high-density eSSD and NAND.

According to Catcher Predict monitoring, in the market prediction event "Kansas City Royals vs. Houston Astros" on Polymarket, the "Over" option in the sub-market "Kansas City Royals O/U 1.5" experienced a dramatic fluctuation in winning probability, plummeting from 78.5% an hour ago to the current 50% (a fluctuation of 28.5%). Please note the impact of related breaking news.

Anthropic CEO Dario Amodei and Salesforce CEO Marc Benioff stated that the application of artificial intelligence in enterprises is still in its early stages and requires more support to unlock the value of AI. Dario mentioned that currently, only about 5%-10% of the actual value of AI technology in the economy is being utilized.

X has launched the U.S. Cashtag Partner Program, with partners including Coinbase, Kraken, Gemini, Interactive Brokers, and Moomoo.Users can click on supported stocks, ETFs, or cryptocurrency Cashtags to view price charts and related posts, then select "Trade" to jump to the app or website of the participating broker. Trades are executed by the broker, not on X.

According to Caixin, Oracle Corporation has initiated a new round of layoffs. Leaked internal documents indicate that the layoff ratio for some teams will reach double digits. On September 14 local time, posts claiming to be affected by this round of layoffs appeared on platforms such as LinkedIn, Reddit, and Blind.Last month, there were reports that the company had developed a new layoff plan to reduce salary costs. Last Friday, Oracle disclosed an expansion of its corporate restructuring plan, adding $700 million for employee severance and layoffs. As of May 31, the total number of employees at the company was 141,000, a decrease of about 21,000 from 162,000 during the same period last year.Oracle's capital expenditure for the first quarter was $28.5 billion, and it maintained its capital expenditure expectation of $90 billion to $95 billion for the fiscal year 2027. Chief Financial Officer Hilary Maxson stated that the related expenditures are for the procurement of AI racks, cooling systems, and network equipment, and that internal simplification and efficiency improvement measures are core initiatives to control operating costs.

According to monitoring by Catcher Predict, in the market prediction on Polymarket for the event "Los Angeles Dodgers vs. Cincinnati Reds," the option "Cincinnati Reds" in the sub-market "First Five Innings Spread -1.5" has experienced a dramatic fluctuation in winning probability, soaring from 17.5% an hour ago to the current 49.5% (a fluctuation of 32%). Please note the impact of relevant breaking news.

According to Reuters, the artificial intelligence startup Temporal announced the completion of a $550 million late-stage financing, with its valuation more than doubling to $12.55 billion within seven months. This round was led by Lightspeed Venture Partners, with Wellington Management, Goldman Sachs Alternatives' Growth Equity, and Tiger Global participating as co-leads. SV Angel and T. Rowe Price Associates' advisory accounts also participated, while existing investors Andreessen Horowitz (a16z), Sequoia Capital, and GIC continued to invest.The funds will be used to expand global operations and deepen platform research and development. Founded in 2019, Temporal develops open-source software that helps applications, including AI agents, recover from failures, reducing the need for engineers to write custom recovery code. Its clients include OpenAI, Snap, Nvidia, Netflix, and JPMorgan Chase.The company has 570 employees and an annualized revenue run rate exceeding $250 million, more than doubling year-over-year. In February of this year, the company completed a $300 million financing led by a16z at a valuation of $5 billion.

According to Catcher Predict monitoring, in the market prediction event "Philadelphia Phillies vs. Atlanta Braves" on Polymarket, the "Over" option in the sub-market "O/U 8.5" experienced a dramatic fluctuation in winning probability, plummeting from 55.5% an hour ago to the current 13.5% (a fluctuation of 42%). Please note the impact of related breaking news.

Former U.S. President Trump rejected calls from several senior officials to slow down the development of AI models. During the Irish Open, he stated that the United States is the most advanced country in the world and hopes to maintain this situation. Trump believes that there are many negative forces pushing for matters that should not be raised.

Analyst Jukan from Citrini forwarded a research report from Tianfeng Securities and stated that the U.S. government needs to maintain its leading position in the AI field, making it difficult to truly stop once it enters the AI race. Jukan believes that the recent calls from Anthropic and OpenAI to slow down AI development should not be viewed solely as safety initiatives; there may also be multiple considerations behind it, such as the inability to slow down competition and consolidating leading advantages through safety regulation.Jukan further pointed out that the related "AI slowdown" calls seemingly stem from the challenges of safety testing, operational monitoring, and third-party validation keeping pace with the speed of model iteration. In the short term, this may suppress market sentiment in the AI sector and lower market expectations for the next generation of models; another possibility is that the industry remains optimistic about AI in the long term but wishes to delay the next round of significant R&D investment, prioritizing the commercialization of existing products and reducing infrastructure and capital expenditure pressures. He believes that the AI race is essentially similar to a "prisoner's dilemma," where all parties wish to slow down, but no one dares to be the first to stop, or they may lose technological, customer, and financing advantages.Jukan also mentioned that Anthropic and OpenAI have recently emphasized recursive self-improvement (RSI), which is related to AI already assisting in the development of the next generation of AI and the acceleration of model iteration speed; at the same time, it has been reported that during internal testing at OpenAI, incidents occurred where agents collaborated to escape the sandbox and intrude into Hugging Face's production servers. Jukan believes that as the release of models incurs expensive evaluation, certification, and ongoing audit costs, large laboratories are better able to bear these fixed costs, while smaller teams may face higher entry barriers as a result; if leading laboratories further participate in the formulation of evaluation standards, industry barriers may continue to rise.