amo

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Arizona Diamondbacks vs. Kansas City Royals," the option "Arizona Diamondbacks" in the sub-market "1st 5 Innings Spread -1.5" has experienced a dramatic fluctuation in winning probability, soaring from 31.5% an hour ago to the current 49.5% (a fluctuation of 18%). Please note the impact of relevant breaking news.

The U.S. Treasury Department will announce the maximum amount of 10 to 20-year U.S. Treasury bonds planned for repurchase on Wednesday at 11 AM Eastern Time (23:00 Beijing Time). On September 10, the U.S. Treasury will also disclose the exact amount purchased under the repurchase plan that will start in May 2024.Previously, the U.S. Treasury stated that before November 4, it would repurchase at least $4 billion in long-term U.S. Treasury bonds each time from the market, up from the previous operation of $2 billion. The Treasury still has the discretion to expand the repurchase scale.

Renowned trader Killa stated that the time required for Bitcoin to reach new highs in each cycle is shortening. If we simply refer to the previous cycle that started in 2022, BTC should reach a historical high by February 2028 at the latest.However, Killa believes that the current cycle is progressing faster, with Bitcoin hitting bottom approximately 3 to 4 months earlier than in the previous cycle, so the time to reach new highs may also be advanced accordingly. Based on the judgment of continuously shortening cycles, he expects BTC to refresh its historical peak by the end of the fourth quarter of 2027 and rise above $126,000 in November 2027.

According to Catcher Predict monitoring, in the market prediction event "Arizona Diamondbacks vs. Kansas City Royals" on Polymarket, the option "Arizona Diamondbacks" in the sub-market "Spread -1.5" has experienced a sharp fluctuation in winning probability, dropping from 33% an hour ago to the current 16.5% (a fluctuation of 16.5%). Please note the impact of related breaking news.

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.

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 Whale Alert monitoring, the sleeping Bitcoin transactions that occurred yesterday came from multiple early mining addresses. These addresses mined 50 BTC each at Bitcoin block heights 43361, 43452, 43647, 43680, 43765, 43855, and 43871, totaling 350 BTC. However, according to their research findings, the aforementioned blocks were not mined by Bitcoin's founder Satoshi Nakamoto.

Whale Alert stated that the dormant transactions activated yesterday involved addresses that mined 50 BTC in Bitcoin blocks 43361, 43452, 43647, 43680, 43765, 43855, and 43871. Whale Alert indicated that, according to its research, the aforementioned blocks were not mined by Satoshi Nakamoto.

Global Macro Investor founder and CEO Raoul Pal published a discussion on how to value L1. He used Ethereum as an example, stating that if it were to shut down, all stablecoins, DeFi, all L2s, and NFTs on it would go to zero.Pal indicated that L1 attracts assets, capital, and velocity due to its intellectual density. Ethereum has the most developers, programmability, and a complete ecosystem. He has repeatedly heard the DCF argument and believes it is meaningless; the valuation target is not cash flow, but everything guaranteed by the chain.He stated that as we enter the era of indices, the entire human economy and the new intelligent economy will be on-chain, and immense value will accumulate in these foundational layers, which is evident.

According to DUNE data, yesterday the official Uniswap burn mechanism destroyed a total of 178,000 UNI, worth over 1.11 million dollars. Among them, Robinhood Chain contributed a daily destruction amount of up to 144,000 UNI, accounting for over 80%, far exceeding other chains such as Ethereum and Base, fully highlighting the current popularity of the Robinhood Chain ecosystem.Previously reported, on July 15, Uniswap initiated a governance proposal to extend the protocol fee collection and UNI burn mechanism to Robinhood Chain, covering versions v2, v3, and v4. According to the proposal, the protocol fees generated on Robinhood Chain will be deposited into the TokenJar contract on that chain, and Searchers can redeem the fees by bridging UNI back to the Ethereum mainnet and sending it to the burn address.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the BSC token $MARSCOIN surged 80% shortly after being listed on Binance spot trading. The average holding cost of the top address on the profit list is only $0.00133 (current price $0.1805), with a total profit of $2.31 million.After the spot announcement was released, this address has begun to sell off in small batches, and currently still holds 10.44 million tokens, valued at approximately $1.92 million.

According to Bloomberg, David Bailey, the cryptocurrency entrepreneur who helped Trump shift to supporting Bitcoin, is trying to rebuild his business after the stock price of his Bitcoin treasury company, Nakamoto, has fallen about 99% from its peak. Previously, Bailey raised approximately $760 million for the publicly listed company to establish Bitcoin reserves.Nakamoto announced its entry into the public market through a merger in May 2025, and since then, the stock price has cumulatively dropped about 99% from its high. This trend is also part of the overall correction of digital asset treasury companies, as the premium investors previously paid to indirectly hold Bitcoin through a listed company has largely disappeared.Bailey's hedge fund had previously achieved a 640% return when investing in similar strategies. He stated that he still occasionally keeps in touch with the White House and is trying to prove that, after the significant drop in stock price, Nakamoto still has a sustainable real business.

The US spot XRP ETF has recorded net inflows for 11 consecutive trading days, attracting approximately $170 million in funds during this period. Since its launch in November last year, the cumulative net inflow of these funds has reached about $1.68 billion. As of Wednesday morning, the trading price of XRP was around $1.33, down from about $1.45 on August 27, but still higher than the $1 level in mid-August.According to the disclosures in the 13F filings, Goldman Sachs is the largest institutional holder of the XRP ETF, holding approximately $87.4 million, while Jane Street and Millennium Management hold $16.6 million and $16.2 million, respectively. Investment advisors are the largest category of holders, accounting for about $120 million of the disclosed $183 million, while hedge funds hold about $25 million, and brokers and banks hold approximately $17 million and $14 million, respectively.However, institutional holdings and fund inflows measure different dimensions: the 13F filings reflect the holdings as of June 30, while the continuous inflows record new funds from the end of August to early September. These data only reflect the total holdings of the ETF and not the complete exposure of investors to XRP; institutions like Goldman Sachs may hedge part of the price risk through futures or other instruments. The next round of 13F filings will be released in November.

According to data from DefiLlama, Gate has seen a net capital inflow of $300.43 million in the past 7 days, ranking among the top three globally.In addition, Gate's net capital inflow in the past 24 hours reached $48.54 million, also ranking among the top three globally.

David Heinemeier Hansson (DHH), founder of Ruby on Rails and partner at Basecamp, posted on the X platform that the Omacom Foundation has received an additional $1 million support each from TapTap founder Dai Yunjie and Coinbase CEO Brian Armstrong, bringing the total support amount from founding patrons to $12 million.The Omacom Foundation website shows that the two have joined its Founding Patrons. Omacom stated that it will reserve an important position for cryptocurrency in its operating system and community.

Famous trader Killa posted that Bitcoin will reach a new historical high next year, and ultimately, it won't matter if it is bought at $100,000. As time goes by, these barriers will be left behind. The biggest mistake is to stay on the sidelines.

According to Bitcoin.com, Fomo is a social crypto trading application aimed at the Robinhood Chain and other networks. On August 21, it entered the top five financial apps in the U.S., briefly rising to third place, surpassing Cash App and the prediction market Kalshi, and is currently in the top 15.Fomo was founded by Paul Erlanger and Se Yong Park and launched its public beta in May 2025. In November 2025, it completed a $17 million Series A funding round led by Benchmark, with participation from 140 angel investors; it then completed a $75 million Series B funding round, with a total disclosed equity financing of approximately $94 million.Fomo supports Solana, Base, BNB Chain, Monad, and Robinhood Chain, allowing users to view real-time trades of their followed assets, track leaderboards, and copy trading signals, with funds able to be deposited instantly via Apple Pay. It has accumulated over 1 million installs on Google Play, with more than 600,000 users and a trading volume exceeding $4 billion.

According to RootData's financing data statistics, in August, the crypto primary market disclosed 49 financing events, with a total financing amount of approximately $596 million, a month-on-month decrease of 74.2% compared to July's approximately $2.312 billion, and a year-on-year decrease of 35.5% compared to August 2025's approximately $924 million; the number of financing events saw a slight month-on-month increase of 2.1% compared to July's 48 events, but a year-on-year decrease of 42.4% compared to 85 events during the same period last year. (This data does not include questionable financing and excludes mergers and acquisitions, IPOs, post-IPO, and debt financing.)From the perspective of sectors, DeFi was the most active sector this month, completing 19 financings, but the disclosed amount was only about $73.1 million; the infrastructure sector completed 14 financings, with a disclosed amount of approximately $311 million, ranking first in terms of amount; CeFi completed 8 financings, with a disclosed amount of approximately $199 million. The top three projects by financing amount were Ripple ($275 million), RQD Clearing ($74 million), and Fasset ($68 million), with the top three projects totaling approximately $417 million, accounting for about 70.0% of the overall disclosed financing scale.In terms of RWA, RootData currently includes 529 RWA-related projects, of which 149 projects have financing records, with a financing coverage rate of approximately 28.2%. However, looking at August alone, there was only one RWA-related financing, Entropy, with a financing amount of $14 million, accounting for about 2.0% of this month's financing events and approximately 2.3% of the disclosed financing amount.In addition, 6 merger and acquisition events were disclosed in August, a significant decrease from July's 19 events; among them, 4 belong to CeFi, including BitGo's acquisition of NYDIG, Nasdaq's acquisition of LeveL Markets, Rain's acquisition of Ansa, and OpenFX's acquisition of Global Ledger. These were mainly concentrated in CeFi, payments, market infrastructure, and data analysis services.In terms of investment institutions, YZi Labs, MH Ventures, Mapleblock, Polychain, and others remain active. Overall, in August, financing market funds mainly flowed into payments, clearing, stablecoins, CeFi, and institutional-level infrastructure; RWA sector projects have sufficient reserves and high narrative heat, but monthly financing has not yet seen a simultaneous increase.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:fone (CTPo....ump): Currently priced at $0.0251, market cap of $24.78 million, 24h change -6.3%, 24h trading volume $32.64 million, number of transactions 139,061;HeeHaw (EEpn....ump): Currently priced at $0.0024, market cap of $2.29 million, 24h change +77K%, 24h trading volume $8.01 million, number of transactions 85,582;TJR (4U4U....ump): Currently priced at $0.0053, market cap of $5.25 million, 24h change +2.31K%, 24h trading volume $25.37 million, number of transactions 108,518;chair (7fSb....ump): Currently priced at $0.0002, market cap of $150,000, 24h change +4.35K%, 24h trading volume $5.04 million, number of transactions 78,161;SFM (aTUf....ump): Currently priced at $0.0001, market cap of $80,000, 24h change +2.44K%, 24h trading volume $4.36 million, number of transactions 85,197;

According to South Korean media Daum, an analysis of the five major Korean won exchanges Upbit, Bithumb, Coinone, Korbit, and GOPAX, as well as the public API of CoinGecko, found that after excluding duplicate assets, the five exchanges collectively support approximately 606 types of crypto assets. Among them, 164 types (27.1%) are only available for trading on one exchange, and another 324 types (53.5%) are traded on two or fewer exchanges.Among the assets supported by a single exchange, Coinone has the most, with 55 types; Bithumb has 54 types, GOPAX has 25 types, Upbit has 16 types, and Korbit has 14 types. In terms of liquidity, the median trading volume of these 164 assets in nearly 24 hours is only about 1.37 million won, with 79 types having a trading volume of less than 1 million won, and 38 types even having zero transactions.The analysis suggests that listing on a single exchange does not inherently mean that the asset carries risk. If the relevant assets are actively traded on overseas exchanges or support smooth withdrawals, investors still have other exit channels. However, for assets with low overseas trading volume and restricted deposit and withdrawal networks, once support is terminated, investors may face difficulties in both selling and transferring.