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According to Decrypt, Coinbase CEO Brian Armstrong stated in an interview with CNBC Squawk Box Asia that a Bitcoin price of $400,000 by 2030 is still a "reasonable goal," despite the current BTC price being around $77,000. He cited the four-year cycle pattern of Bitcoin, noting that the current downturn has lasted about a year, and said, "I personally believe that the bottom of this cycle for Bitcoin has already occurred." He also mentioned that typically there is a price increase before Bitcoin halving, which is expected to occur in about 18 months, stating, "The next one or two years will be a good time for Bitcoin."On the regulatory front, Armstrong is more optimistic about progress in Washington. The U.S. Senate will vote on the Clarity Act on September 15, and he stated that the bill is "ready to pass," with support from law enforcement agencies, several banks, and crypto companies, and the objections previously raised by Coinbase have been resolved. The remaining disagreement concerns the ethical rules regarding the president's family's crypto business, and negotiations are close to reaching a solution. Armstrong expects that regardless of whether the bill passes, there will be regulatory clarity within a month, as the SEC and CFTC have indicated they are ready to issue rules and innovation exemptions based on existing authority.He also cited last year's Genius Act as an example, stating that within three months of the bill's passage, over 150 large companies integrated stablecoins. If the Clarity Act passes, U.S. customers will be able to access tokenized stocks and perpetual contracts.

European Central Bank President Christine Lagarde stated that inflation will remain above target levels until the first half of 2027.

JPMorgan upgraded Meta Platforms (META.O) from Neutral to Overweight and raised the target price from $640 to $820.

Barclays raised its S&P 500 index target for the end of 2026 to 7,950 points, up from 7,800 points.

Layer1 blockchain Linera posted on X that the LNRA community round commitment period has ended, failing to reach the minimum target of 1.5 million USDC. A total of 617 participants from 69 countries committed a total of 848,271 USDC.The related website will be updated soon to begin processing refunds, which will be returned to the same wallet used at the time of commitment. An announcement will be made once the refund process is live, and further updates will be released after the refund period ends.

StoneX analyst Mark Palmer initiated coverage of Robinhood with a buy rating and a target price of $170, implying about a 45% upside from Tuesday's closing price of $117.34. Palmer noted that Robinhood is expanding from retail trading services to acquire exchanges and blockchain infrastructure with software profit margins.Robinhood Chain launched its mainnet on July 1, generating more Gas fee revenue in the past 24 hours than all other Ethereum Layer 2s combined. As of September 3, the chain's daily fee revenue was approximately $4.59 million, with an annualized revenue close to $39 million as of August 29. StoneX predicts that Robinhood Chain could generate $980 million in revenue by fiscal year 2029, with a profit margin of 85%.In the prediction market, Robinhood traded 13.6 billion event contracts in the second quarter, with over 5 billion contracts traded during the World Cup period alone, generating approximately $156 million in revenue, a 50% quarter-over-quarter increase. On Tuesday, Robinhood announced partnerships with Crypto.com and OG.com, investing in both companies and routing some event contracts to OG.com. Previously, Bernstein analysts also maintained a rating of outperform for Robinhood, with a target price of $160.

Wells Fargo has lowered the target price for SpaceX (SPCX.O) from $215 to $212.

HSBC raised its target for the S&P 500 index at the end of 2026 to 8,100 points, up from 7,650 points.

Analysts at research and brokerage firm Bernstein maintain an outperform rating on Robinhood Markets with a target price of $160, stating that its newly launched Layer 2 network, Robinhood Chain, has become a source of profit for the company. Since its launch on July 1, the network has generated approximately $39 million in fees, with annualized fees expected to reach $160 million by 2028. Over the past 15 days, Robinhood Chain has topped all chains with approximately $33 million in fees, surpassing Solana (approximately $11 million) and BNB Chain (approximately $9 million).According to the Bernstein report, Robinhood retains about 90% of the fees, with approximately 10% going to Arbitrum, which provides the technology, and less than 1% paid to Ethereum as data fees. The value of tokenized stocks on Robinhood Chain has risen from about $10 million to $140 million over the past two months, accounting for approximately 32% of the value of tokenized equity transfers in the week of August 30, second only to BNB Chain. The total supply of stablecoins on the chain has reached approximately $1 billion, a significant increase from about $241 million in early July, with USDG accounting for about 66% and USDe for about 33%.Robinhood's stock price fell 2.09% last Friday, closing at $122.11, with the target price implying about 31% upside potential. The U.S. market was closed on Monday due to a public holiday.

According to a report by ZDNet Korea, Samsung Display plans to significantly increase its OLED supply for Apple's foldable smartphones and iPads next year. The target for foldable OLEDs will rise from about 8 million units this year to 15 million units next year, while OLEDs for iPads will increase from about 2 million units this year to 9 million units next year, totaling an increase from about 10 million units this year to approximately 24 million units.Apple is a core customer for Samsung Display's small-sized OLEDs. Market research firm UBI Research estimates that the total demand for OLEDs for iPhones this year is about 264.7 million units, with Samsung Display supplying about 144 million units, and a target of approximately 148 million units next year. Apple will launch its first foldable smartphone in the second half of this year, and Samsung Display plans to supply a 7.8-inch foldable OLED. Starting in 2024, iPads will adopt OLEDs in the Pro models, expanding to the mini this year and further to the Air next year.The report cites industry insiders who say that if the foldable screen is priced at around $2,500, shipments this year and next year may be approximately 6 million and 11 million units, respectively; higher prices or supply chain issues could further reduce shipments. Samsung Display's supply targets may be adjusted according to market conditions.

ASML stated that it plans to collaborate with its major customers to develop new solutions capable of producing advanced chip manufacturing equipment to meet the demand for large data center chips designed by companies like NVIDIA.Currently, the extreme ultraviolet (EUV) lithography machines produced by ASML, which are widely used, can manufacture chips with a maximum area of about 800 square millimeters. The next-generation "high numerical aperture" EUV lithography machine that ASML is about to launch will be able to produce finer chips. However, due to its use of smaller mask sizes, it is currently limited in the area of chips it can manufacture.ASML plans to showcase a pilot production line using larger mask sizes by 2031 and aims to enable this new technology for mass production by 2033.

Citigroup released a research report stating that it has initiated coverage on Zhongji Xuchuang (03308.HK) H shares with a buy rating, based on a forecasted price-to-earnings ratio of 16.2 times for 2027, with a target price of 1,524 Hong Kong dollars.The bank expects the company's revenue and net profit compound annual growth rates from 2025 to 2028 to reach 129% and 149%, respectively, benefiting from strong demand for AI optical communication, bandwidth upgrades, rapid capacity increases, improved product mix, rising adoption of silicon photonics technology, and operational leverage. The bank believes that the company's comprehensive product portfolio, scalable production capacity, cutting-edge technological advancements and R&D capabilities, flexible and resilient supply chain, as well as solid relationships with leading global cloud service providers and AI clients, are likely to support its leading position in the AI era.

According to Reuters, citing informed sources, the artificial intelligence company Anthropic is adjusting its IPO plans, with a roadshow expected to start as early as mid-October, aiming to complete the listing before the U.S. midterm elections in November.Informed sources revealed that Anthropic originally planned to publicly release its IPO prospectus as early as next week, but the expected release date has now been postponed to the end of September. If the latest plan proceeds, the company's listing valuation could reach as high as approximately $2 trillion, potentially making it one of the largest IPOs in history.Meanwhile, Anthropic is advancing a $15 billion revolving credit facility. Bank analysts participating in this financing are expected to meet with the company before the prospectus is published. Institutions such as Morgan Stanley, Goldman Sachs, JPMorgan Chase, and Citigroup are currently involved in the IPO preparation work.This listing plan is expected to attract significant market attention and may coincide with potential listing plans from other AI companies like OpenAI.

Layer1 Public Chain Linera has raised approximately $150,000 since launching its community round public fundraising on September 1, with 172 addresses participating, leaving a gap of 95.2% from the target of $3.2 million.It is reported that the token valuation for this round of financing is $160 million, lasting for a total of 7 days. Previously, in 2022 and 2023, Linera raised a total of $12 million, with investors including a16z, GSR, Tribe Capital, Flow Traders, Laser Digital, and others.

JPMorgan believes that the core issue currently facing Nvidia is not a lack of demand, but rather supply constraints limiting its growth potential. Nvidia's management recently informed JPMorgan that if supply constraints can be lifted, the company's business scale could even double year-on-year.JPMorgan analyst Harlan Sur maintained an "Overweight" rating on Nvidia after meeting with the Nvidia investor relations team and kept the target price at $320. Nvidia's management expects the company's business to grow by about 70% year-on-year in fiscal year 2028, but Sur believes that, based on the current customer demand situation, the actual potential growth capacity may be even stronger. Meanwhile, Nvidia's visibility into future demand is also improving. Sur stated that the reason the company's management provided an early growth outlook for fiscal year 2028 is due to a significant gap between their internal demand assessment and Wall Street forecasts. Releasing this expectation early also helps suppliers and other partners plan capacity in advance for higher future demand levels.

Bubblemaps stated that the wallet address that previously targeted the MARS token has sold all the tokens it held, making a profit of approximately 800,000 USD.

According to monitoring by BitcoinTreasuries.NET, investment bank Alliance Global Partners, which manages $2.3 billion in assets, has given Strategy (stock code: MSTR) a buy rating for the first time, with a target price of $217. This indicates a 75% upside potential.

U.S. Treasury Secretary Blinken stated that they are communicating with any parties supporting Iran, warning airlines, shipping companies, and digital asset stakeholders that they may become targets of a new round of sanctions.He mentioned that the U.S. will systematically "remove bad actors" concerning the Iran issue and advise all parties to steer clear of related transactions and cooperation regarding Iran and Russia, emphasizing that support should not be provided to the aforementioned regimes.