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Castle Labs released a research report stating that over the past year, the scale of Real World Assets (RWA) on the Solana chain increased from 700 million dollars to 4.3 billion dollars, a growth of over 600%; during the same period, the scale of RWA on Ethereum increased from 15.5 billion dollars to 16.6 billion dollars, only growing by 7%. The proportion of Solana's RWA scale compared to Ethereum rose from about 4.5% a year ago to 26%.In addition, Solana's application revenue in the past 30 days reached 193.1 million dollars, ranking first among all chains, approximately twice that of the second place Hyperliquid (86.5 million dollars), with Ethereum (53.8 million dollars) and Robinhood Chain (34.6 million dollars) following behind, of which about 80% came from consumer applications such as launch platforms and trading terminals.

The decentralized social network Farcaster has changed ownership for the second time this year. Network School, led by Balaji Srinivasan, has acquired Farcaster from Neynar, with the transaction amount not disclosed. Neynar co-founder Rish stated on Thursday that after considering multiple acquisition offers, the company decided to transfer the "Farcaster application, protocol codebase, and related products" to Network School, citing that Farcaster needs a different operational model in the next phase. Rish and another co-founder, Manan, will leave, while the remaining Neynar employees will join Network School to continue developing Farcaster.Neynar acquired the platform from Farcaster's original developer, Merkle Manufactory, in January this year, and the deal also included the token issuance platform Clanker. Rish's announcement did not mention the fate of Clanker, but GM Farcaster host Adrienne and NourishProf mentioned during a live broadcast on Thursday that Rish is considering splitting Clanker and seeking other buyers for it. Meanwhile, an in-app announcement indicates that Farcaster will be renamed "Network Nation Protocol," aiming to build a network composed of a voluntarily joined digital society, ultimately landing in the physical world.Users must choose to accept or reject a "social smart contract," with acceptors receiving an on-chain access NFT as proof.

Dutch semiconductor equipment manufacturer ASML has raised its full-year sales forecast for the third consecutive quarter, expecting sales in 2026 to be between 44 billion and 45 billion euros. Net sales in the third quarter rose to 11.66 billion euros.ASML plans to increase the production capacity of its low numerical aperture extreme ultraviolet lithography equipment by 30% next year and stated that it will not be able to fully meet market demand in 2027 and 2028.

According to an official press release from Bank of New York Mellon (BNY), BNY has completed a tri-party repurchase transaction process using tokenized U.S. Treasury securities with Citadel Securities, marking the first use of tokenized assets on a major tri-party repo platform.Citadel Securities purchased a 2-year U.S. Treasury bond through BNY on the Tradeweb platform, with the tokenized representation recorded on BNY's private digital ledger, and settlement completed in minutes instead of the standard T+1 settlement cycle; subsequently, Citadel Securities used it as collateral for overnight tri-party repo financing, with cash provided by BNY.BNY stated that it plans to launch more digital cash and tokenized deposit features to support on-chain settlement and financing, and expects to extend the operating hours of traditional settlement platforms to European and Asian trading sessions next year.

According to The Block, Chicago Mercantile Exchange CEO Terrence Duffy stated that the U.S. Commodity Futures Trading Commission (CFTC) is facing an issue of "overreach" in its attempt to expand regulatory authority over prediction markets, and the related regulatory disputes may ultimately reach the U.S. Supreme Court.Duffy mentioned during the DC Fintech Week event on Tuesday that the struggle for regulatory authority over prediction markets could evolve into a legal battle between state governments, tribal governments, and the federal government, stating, "This will go to the Supreme Court, and I believe state governments and tribal governments will have the advantage."

The IMF World Economic Outlook report predicts that the global real GDP growth rate will be 3.1% in 2026, up from the July forecast of 3%, as investments in artificial intelligence have alleviated the energy price shocks in major economies.The forecast for the global economic growth rate in 2027 is 3.4%, unchanged from the July forecast.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Market Betting on December Rate Hike: Can BTC Withstand This Round of Impact?" At that time, crypto KOLs such as Sister Mao, AlanSun, Aiden, and Crypto.0824 will engage in an in-depth discussion on the Federal Reserve's monetary policy expectations, changes in macro liquidity, and recent market trends of BTC. The focus will be on analyzing the potential impact of the rising expectations for a rate hike in December on the crypto market, as well as BTC's key support levels, long and short positions under macro pressure, and the subsequent evolution of market trends, providing investors with multi-dimensional references for market trend analysis.

Goldman Sachs will adjust its forecast for the Federal Reserve's interest rate hike from October to December.

Cathie Wood's Ark Invest currently holds a direct position in Kalshi through three ETFs: ARKK, ARKW, and ARKF. Ark Invest expects that the annual trading volume in the mid-term forecast market will reach between $1 trillion and $5 trillion.Ark Invest stated that although Kalshi is still a private company, it hopes to allow its investors to participate early.

According to Catcher Predict monitoring, in the event "WTI Crude Oil September 2026 Price Prediction" on the prediction market Polymarket, the "Yes" option in the sub-market "Breakthrough $100" has experienced significant fluctuations in winning probability, soaring from 58% an hour ago to the current 76.5% (a fluctuation of 18.5%). Please note the impact of related breaking news.

The Federal Reserve FOMC economic projections show that the median core PCE inflation expectations for 2026, 2027, and 2028 are 3.4%, 2.5%, and 2.2%, respectively, compared to the June expectations of 3.3%, 2.5%, and 2.1%.

The Federal Reserve FOMC economic projections show that the median PCE inflation expectations for 2026, 2027, and 2028 are 3.7%, 2.3%, and 2.1%, respectively, which is a slight adjustment compared to the June expectations of 3.6%, 2.3%, and 2%.

The Federal Reserve FOMC economic projections indicate that the median unemployment rate expectations for 2026, 2027, and 2028 are 4.1%, 4.1%, and 4.1%, respectively, down from the June expectations of 4.3%, 4.3%, and 4.2%.

The Federal Reserve FOMC economic forecasts show that the median GDP growth expectations for 2026, 2027, and 2028 are 2.3%, 2.4%, and 2.2%, respectively, compared to previous expectations of 2.2%, 2.3%, and 2.2%.

Research institution Castle Labs released a report stating that over 38 billion dollars in assets have been tokenized on-chain. Among them, U.S. Treasury bonds exceed 15.9 billion dollars, commodities 4.9 billion dollars, active strategies 3.6 billion dollars, asset-backed credit 2.56 billion dollars, and stocks 2.52 billion dollars.The report uses the Ethereum Layer 2 network Mantle as an example, stating that the Mantle ecosystem currently hosts over 225 million dollars in assets, of which over 60% is in the active RWA strategy Mantle Index Four Fund, 21% is in syrupUSDT, 15% is in Ondo USDY, and 2% is in xStocks. Of the RWA value, 96% is in income-generating assets, and xStocks has grown to over 4.4 million dollars since its launch in March.Castle Labs: Listed assets are relatively easy, but the challenge lies in whether assets can become effective capital after being on-chain. Tokenized assets need to be able to trade in deep liquidity, be used as collateral, be combined across venues, and be widely used; otherwise, it will exacerbate liquidity fragmentation. For RWA to gain widespread adoption, it must provide additional utility compared to traditional finance in terms of accessibility and combinability. Early tokenization rewards the ability to bring assets on-chain, while the next phase will reward the ability to make these assets useful.

According to Catcher Predict monitoring, in the event of "WTI Crude Oil September 2026 Price Prediction" on the Polymarket, the "Yes" option in the sub-market "Below $100" has experienced a dramatic fluctuation in winning probability, soaring from 60% an hour ago to the current 93.5% (a fluctuation of 33.5%). Please note the impact of related breaking news.

Goldman Sachs continues to predict that gold prices will reach $4,900 per ounce by the end of 2026, and believes there are net upside risks. Goldman Sachs pointed out that if demand from central banks remains strong and ETF investor inflows recover, gold prices could far exceed the forecast. Additionally, if expectations for Federal Reserve interest rate hikes increase, it could lead to a sharp correction in gold prices.

According to Catcher Predict monitoring, in the market prediction event "WTI Crude Oil September 2026 Price Prediction" on Polymarket, the "Yes" option in the sub-market "↑ $105" experienced a sharp fluctuation in winning probability, dropping from 81.5% an hour ago to the current 64.6% (a fluctuation of 16.9%). Please note the impact of related breaking news.

Castle Labs released a research report on September 10, comparing the execution costs of the swaps products launched by Variational with traditional perpetual contracts. The report shows that for most trading volumes, Variational is currently the lowest-cost venue among listed assets, with the cost of a $1 million trade in the US100 market being only $47.The report points out that the trading volume of RWA perpetual contracts has grown from less than $1 billion in October 2025 to over $12 billion in August 2026, currently accounting for about 12% to 13% of on-chain perpetual contract trading volume, with a peak in July reaching 20%. As of the report's release, the total open interest of RWA perpetual contracts was $4.9 billion, with TradeXYZ and Variational accounting for nearly 90%.Variational's swaps utilize RFQ execution and the proprietary liquidity provider Omni, with liquidity coming directly from traditional financial partners, and the fees being a holding cost charged once at the daily close, rather than relying on market supply and demand funding rates. Since the launch of the US100, US500, XAU, XAG, and USOIL markets at the beginning of the month, a total trading volume of $3.8 billion has been accumulated, with a peak open interest of $245 million. Currently, swaps have contributed over 50% of Variational's daily trading volume and more than $220 million in open interest.