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According to CoinDesk, European financial and cryptocurrency industry organizations have written to the EU Council and the European Parliament, urging lawmakers to remove the cap on the scale of tokenized securities platforms or set it at least at €1.5 trillion (approximately $1.74 trillion), arguing that the €100 billion cap proposed by the European Commission will hinder industry development. Signatories include the French Digital Asset Association Adan, Crypto Council for Innovation, the European Ethereum Institute, as well as companies like Nasdaq and Boerse Stuttgart.The EU's distributed ledger pilot regime allows operators to test the trading and settlement of tokenized stocks, bonds, and investment funds while exempting some existing financial rules. After observing "moderate" participation, the European Commission proposed to expand the pilot framework and raise the current €6 billion cap to €100 billion. Adan stated that considering the development of the global market, this increase is still insufficient, and their preferred option is to completely remove the cap or at least set it to €1.5 trillion, which is 15 times the proposed cap.The joint letter pointed out that some existing European projects have reached a scale of €350 billion and plan to grow further, but did not disclose specific projects or calculation methods. The letter also emphasized that the relevant threshold targets the market capitalization of admitted securities rather than trading volume and opposed giving central securities depositories a significantly higher differentiated cap than other blockchain market operators, arguing that this would be detrimental to emerging service providers.The alliance also compared the restrictive measures in Europe with an unnamed mainstream settlement platform in the United States, which can tokenize assets like stocks without a trading volume cap; if the cap is retained, the alliance hopes the Commission can flexibly raise it as the market grows, without presetting a maximum limit.

The company TransparentBusiness, which operates Unicoin, has filed a lawsuit in the Southern District of New York Federal Court against Universal Navigation, which operates Uniswap Labs, requesting the court to rule that its UNICOIN trademark does not infringe or dilute the trademarks UNI, UNISWAP, and UNICHAIN claimed by Uniswap, and to request the court to cancel the U.S. trademark registration for UNI.The complaint shows that Uniswap's legal counsel sent three letters to Unicoin on June 3, July 17, and August 14, accusing it of trademark infringement, dilution, domain name squatting, and unfair competition, and demanding that Unicoin cease using the UNICOIN and other identifiers containing UNI, transfer the domain names unicoin.com and unicoin.org, provide income and profit accounts, and pay Uniswap's legal fees. Unicoin also requests the court to confirm that the aforementioned domain names do not violate the U.S. Federal Anti-Cybersquatting Consumer Protection Act.The lawsuit comes weeks before the public issuance of the UNCN token listed on the Unicoin official website on September 28. As of the time of publication, DeFiLlama data shows that the Uniswap protocol ranks first among decentralized exchanges with over $3.9 billion in 24-hour trading volume.

The Central Science Management Bureau confirmed on the 9th that TSMC's Central Science Phase II 1.4 nanometer factory expansion is fully accelerating. The first P1 factory has completed its steel structure and is expected to begin trial production in April next year, with mass production anticipated in the second half of next year, ahead of the originally scheduled mass production in 2028. TSMC has applied to the Central Science Management Bureau to set up two temporary offices at the site, which are expected to be completed in April next year, with the first batch of over 5,400 operational and outsourced personnel moving in.The advanced process new factory for TSMC's Central Science Phase II park broke ground last October, planning to build four 1.4 nanometer factories, with nearly 2,000 workers working day and night. The P1 factory is currently undergoing floor and exterior wall construction, with the factory building expected to be completed early next year. The P2 factory has begun basic construction and is scheduled to be completed in October next year, with both factories expected to start mass production successively next year. The P3 factory has obtained a construction permit, while the P4 factory is in the process of applying for a construction permit, planning to be built with a six-month gap. P3 is expected to be completed in the second quarter of 2028, and P4 is scheduled for completion in the fourth quarter of the same year. After the P2 factory is completed in the second half of next year, an additional 1,000 operational personnel will be added, with the total number of employees expected to be between 9,000 and 10,000 when all four new factories in Phase II are completed and put into production.

According to CoinDesk, the U.S. Department of Commerce has allocated up to $100 million each to three quantum computing companies: Rigetti, D-Wave, and Quantinuum, totaling up to $300 million, to expand hardware, manufacturing, and error correction systems, while simultaneously acquiring minority stakes in the three companies.Meanwhile, Bitcoin and Ethereum developers are accelerating the advancement of post-quantum cryptography upgrade plans. The Ethereum Foundation has set December 2029 as the deadline for the base layer quantum resistance upgrade, covering the execution layer, consensus layer, and data layer; although there is no unified timeline for Bitcoin, proposals BIP-360 (post-quantum output types) and BIP-361 (phasing out ECDSA and Schnorr signatures) have been accelerated, with researchers also viewing 2029 as a critical window for completing a trustworthy migration path.

According to Forbes, Andreessen Horowitz and Accel co-led a Series E funding round of over $2 billion for AI coding agent company Cognition, with a latest valuation of $48 billion, a significant increase from $26 billion four months ago. More than thirty institutions, including Founders Fund, General Catalyst, Avenir, and NVIDIA, participated in the follow-on investment.Cognition's AI coding agent product Devin has seen its operating revenue grow from $492 million in May to nearly $900 million, with The Information predicting its annualized revenue by the end of the year could reach $4 billion to $5 billion.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $107,044.37 in the event "FC Barcelona vs. Feyenoord Rotterdam," specifically targeting "Feyenoord Rotterdam." Based on the current transaction price, the latest corresponding winning probability for this target is 97.2%.

Coinbase announced that it has collaborated with Stanford University cryptography professor Dan Boneh and Localhost Research to hold a closed-door "Post-Quantum Bitcoin Workshop" at Stanford University, gathering Bitcoin developers, cryptography experts, researchers, institutional custodians, and hardware wallet specialists to discuss the technologies and migration plans for Bitcoin to address future quantum computing threats.The workshop focused on assessing the progress of quantum computing, post-quantum cryptography, and various post-quantum signature schemes applicable to Bitcoin, as well as discussing Ethereum's anti-quantum planning, the practical requirements faced by institutional custody businesses, and how to introduce post-quantum security mechanisms for Bitcoin through new output types. Participants believed that rather than predicting when quantum computing will pose a real threat to existing cryptographic systems, it is more important to establish well-tested response plans in advance.Quantum computing does not currently pose an urgent crisis, but the earlier research and coordination begin, the better we can avoid hasty network upgrades and asset migrations under pressure in the future. However, there is currently no consensus on a single post-quantum solution. Different solutions involve trade-offs in terms of security, transaction data size, hardware performance, key management, and the difficulty of user migration. Participants felt that Bitcoin's anti-quantum measures cannot rely solely on protocol layer upgrades, but must also consider how individual users, institutional custodians, wallets, and hardware devices generate, store, back up, and migrate keys and assets.

According to the latest data from CoinGecko, Websea's global spot cryptocurrency exchange ranking has surged from 45th to 32nd, rising 13 positions in a single leap, successfully entering the global Top 35; the Trust Score safety rating continues to maintain 8/10, with overall strength and market recognition further enhanced.CoinGecko's exchange ranking covers core dimensions such as liquidity, cybersecurity, regulatory compliance, historical operations, and proof of reserves. This continuous rise in ranking demonstrates Websea's strong growth momentum in the global market and confirms that the platform is accelerating its move towards becoming a leading global cryptocurrency trading platform based on its products, services, and security capabilities.

U.S. President Trump stated that Canada restricts U.S. agricultural products and businesses from entering its market while enjoying opportunities in the U.S. government procurement market. Trump has instructed the U.S. General Services Administration and the Office of the Trade Representative to take measures to remove Canada from a $50 billion procurement plan if it does not restore fair treatment for the U.S.

According to Bloomberg, AI chip startup Celero Communications announced the completion of a $275 million financing round, with the company's valuation exceeding $3 billion. This round of financing was co-led by Atreides Management, Valor Equity Partners, and CapitalG, a venture capital firm under Alphabet.Founded in 2024, Celero primarily develops coherent digital signal processors (DSP) for optical data transmission in AI systems, which can enhance the efficiency of high-speed data transmission between data centers and among different server racks within a single data center, thereby helping to build larger-scale AI chip clusters. It is reported that Gavin Baker, Managing Partner and Chief Investment Officer of Atreides, will join Celero's board of directors.

According to the Chosun Ilbo report on September 7, SK Hynix is accelerating the increase of the production share of 10-nanometer sixth-generation (1c) DRAM. Industry data shows that its 1c DRAM share rose from about 10% in the first quarter of this year to about 13% in the second quarter, and is expected to reach about 24% in the third quarter and about 34% in the fourth quarter; it may rise to about 35% in the first quarter of next year, surpassing 1b (about 33%) for the first time and becoming the main process. The share of 1b (10-nanometer fifth-generation) DRAM peaked at about 43% in the second quarter of this year and has since begun to decline.By the end of the second quarter, Samsung Electronics had a 1c share of about 16% and Micron about 19%, both higher than SK Hynix's approximately 13%. Reports indicate that SK Hynix is accelerating the transition in the second half of the year, and in the fourth quarter, it may exceed Samsung Electronics' approximately 31% with about 34%. SK Hynix stated in its second-quarter earnings call that the supply of DRAM using the 1c process will substantially begin from the second quarter, and in the second half of the year, with the ramp-up of HBM4 and increased shipments of 1c general DRAM, the bit growth rate will be higher than in the first half.Samsung Electronics will use 1c DRAM starting with HBM4, with a running speed of about 11.7Gbps; SK Hynix previously prioritized ensuring mass production stability with verified 1b DRAM and advanced MR-MUF packaging, and will use 1c DRAM for the first time as the core chip for HBM starting with the next generation HBM4E. Counterpoint Research and others estimate that this year, the market share of HBM4 under the combined metrics of Nvidia, Google, and AMD is approximately 50% for SK Hynix in the mid-range, 20% for Samsung Electronics in the later range, and 10% for Micron in the later range.

The rebound in the cryptocurrency market has prompted companies to increase their allocation of crypto assets. As the price of Bitcoin rises, Bitcoin mining companies that had actively shifted towards AI businesses have once again become high-beta targets in the BTC market, and the strategy of directly holding Bitcoin on corporate balance sheets has regained market attention. Data shows that Bitcoin rose by about 23% by the end of August, with some mining companies' stock prices increasing by 41% to 67%, outperforming several AI infrastructure companies. The market believes that the U.S. Treasury's expansion of bond repurchases, the White House's positive signals on crypto regulation, and the liquidation of over $1.6 billion in short positions have collectively driven the rise of related assets.In terms of corporate accumulation, Strive purchased 1,800 BTC in the last week of August, costing about $143 million, increasing its total holdings to 23,156 BTC, making it the fifth largest publicly traded company holder of Bitcoin; Strategy simultaneously increased its holdings by 4,603 BTC, with total holdings exceeding 845,000 BTC. Meanwhile, 21 large financial institutions, including Bank of America, Goldman Sachs, and Citigroup, plan to establish a new company and intend to launch a U.S. dollar stablecoin in the first half of 2027, subsequently expanding to other G7 currencies for cross-border payments and digital asset settlements.Regarding Ethereum, Bitmine has continuously increased its ETH holdings for 65 weeks, with the latest holdings exceeding 5.9 million ETH, accounting for 4.9% of Ethereum's circulating supply of about 120.7 million ETH, just one step away from its 5% holding target. Despite the continuous accumulation, the company's current ETH holdings still face an unrealized loss of about $5.1 billion.

Rystad Energy's research predicts that data center developers will turn to on-site fuel cells due to grid congestion, with fuel cell market revenue expected to grow from approximately $2.8 billion in 2025 to about $30 billion by 2030, a tenfold increase. Signed orders amount to approximately 9 gigawatts, including framework agreements with Oracle, AEP, Equinix, and Brookfield.The current access time for large load grids in the United States is three to six years. Rystad Energy expects cumulative fuel cell demand for data centers from 2026 to 2030 to reach 10.4 gigawatts, with about 40% of the U.S. data center capacity in 2030 potentially utilizing on-site generation. North America is expected to account for 91% of global on-site generation installations. The total manufacturing capacity is expected to reach 4 gigawatts per year by 2030, up from the current 1.8 gigawatts. Solid oxide fuel cells account for approximately 53% of cumulative fixed deliveries, with Bloom Energy holding nearly all major load contracts in visible orders.

B.AI platform's daily token throughput has strongly broken through 1.11 trillion, officially entering the 1T+ super computing scheduling new era. Since the launch of the free event on August 17, the platform's daily throughput has increased by approximately 242 times, with a cumulative throughput of 6.86 trillion over 14 days and over 196,000 new API users.A series of record-breaking data confirms the underlying logic of B.AI's growth driven by "free openness + aggregation of top models"—by integrating domestic top models such as DeepSeek, GLM, and Qwen, it significantly lowers the entry barriers for AI applications, allowing real development needs to be fully released. As more and more developers choose to build AI applications here, the value and capacity of B.AI as a computing scheduling platform are continuously being validated and amplified.In the future, B.AI will continue to lower barriers and co-build a more efficient and open new era of AI computing power with global ecological partners.

As the US dollar stablecoin continues to dominate the on-chain payment market, Europe is accelerating the development of a digital currency system that reflects its own regulatory framework, monetary sovereignty, and privacy standards, gradually forming two parallel paths: "digital euro + private euro stablecoin." Among them, the European Central Bank is prioritizing privacy protection as an important design focus for the digital euro. Piero Cipollone, a member of the Executive Board of the European Central Bank, stated that the digital euro will provide the highest possible level of privacy under current technological conditions, with offline payments visible only to the payer and payee; in online transactions, the euro system cannot directly identify specific individuals, but banks can still obtain the information required for anti-money laundering.At the same time, private institutions have taken the lead in promoting euro stablecoins. Revolut has begun rolling out EURR to some users in Denmark, Poland, and Portugal, with plans to expand to the entire European Economic Area in the future. EURR operates on Ethereum and is issued by Bridge Building, a subsidiary of Stripe, aiming to maintain a stable value against 1 euro. Forbes points out that the digital euro and EURR are not simply in a substitutive relationship: the former is a public currency issued by the central bank, while the latter is a privately issued on-chain stablecoin. The European digital currency market is developing along these two models simultaneously, with competition focusing on privacy, usability, regulatory clarity, and actual economic value.

Solana validators have voted to approve the "Dual Deflation" proposal numbered SGP-0002, increasing the network's annual deflation rate from 15% to 30%, while maintaining a long-term inflation target of 1.5%. According to the final voting results, the proposal received 67% support, 25.16% opposed, and 7.84% abstained, with a participation rate of 60.7%. The new plan is expected to bring SOL to a terminal inflation rate of 1.5% in about 2.8 years, while the original plan would take approximately 5.7 years, with an expected reduction of about 18.9 million SOL issued over the next six years.This vote marks Solana's first binding governance process, which also approved the proposed Solana Constitution while rejecting another proposal regarding resource and inclusion fees. The positions of major participants have diverged: the largest voter, Figment, holding 17.1 million SOL, cast all opposing votes, while Helius and Jupiter overwhelmingly supported it. The U.S. exchange Kraken briefly cast an opposing vote at 12:33 UTC during the voting process, causing the support rate to dip below the threshold, but ultimately over 90% of its approximately 8.9 million SOL voting position turned to support.Meanwhile, Bitwise's Solana ETF has surpassed $1 billion in assets under management, becoming the first Solana ETF to reach this milestone. According to Bloomberg ETF analyst Eric Balchunas, U.S. Solana ETFs have seen a cumulative net inflow of about $1.7 billion since their launch, with almost no sustained outflows.