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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.

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.

Vassilis Tziokas from Matter Labs pointed out in a CoinDesk article that the U.S. Senate has postponed the Clarity Act until September. This market structure bill failed to complete the final vote before the August recess, meaning that regulatory rules for the digital asset market will take weeks to be implemented. Meanwhile, banks are not waiting for regulation; JPMorgan has processed over $30 trillion in transactions through the Kinexys platform and launched the deposit token JPMD, while Citigroup operates cross-border Treasury token services. A clearinghouse, in collaboration with 17 major financial institutions, plans to achieve on-chain tokenized deposit clearing by 2027.The article argues that the interoperability of interbank tokenized deposits does not come from messaging standards or token bridges, but is realized through clearing mechanisms: the sending bank redeems tokens, the receiving bank issues its own tokens, inter-institutional obligations are recorded and netted, and ultimately settled in central bank currency. The engineering challenge lies in simultaneously satisfying privacy, neutrality, and verifiability; each institution must operate its own ledger, prove transfers through cryptography without exposing underlying data, and anchor to a neutral settlement facility owned by no participants.The author notes that the Clarity Act will not directly regulate tokenized deposits, but it can clarify the boundaries of the digital asset market and improve the stablecoin framework established by the GENIUS Act. The Global Financial Markets Association's report in April 2026 lists unresolved gaps such as unified processing of cross-border tokenized deposits and guidelines for off-network transfers, which are regulatory unlocking points for interbank tokenized fund interoperability. In the face of regulatory uncertainty, banks rationally choose to isolate, and each month of delay rewards closed gardens.

On August 28, OKX Director Lennix was invited to attend the Bitcoin Asia 2026 roundtable forum "The Rise of Financial Super Applications," where he shared insights on the integration of traditional finance and the crypto market, the underlying infrastructure of financial super applications, and the development prospects of stock tokenization.Lennix stated that financial products are accelerating towards integration within the same account system. In the future, users will want to trade and manage different categories of financial assets under the same funds, the same account, and the same margin and risk control system, which will become an important direction for the continuous evolution of the industry. He pointed out that on the surface, financial super applications allow trading of crypto, traditional stock assets, foreign exchange, commodities, etc., within one application; however, the real challenge lies in the connectivity of the underlying infrastructure of various assets, including the banking system, wallets, trading accounts, shared margins, and the collaboration between risk control and compliance backends.At the same time, Lennix mentioned that stock tokenization and the tokenization of traditional financial assets are essentially an upgrade to the traditional market. By connecting relevant assets to the matching, margin, risk control, and compliance systems of cryptocurrency exchanges, the market can achieve longer trading and risk management periods, while continuously providing price signals during non-trading hours. When discussing institutional cooperation, Lennix stated that the strategic investment of the Intercontinental Exchange in the OKX Group reflects that the financial market is moving towards tokenization and around-the-clock trading. With the continuous growth of stock tokenization business, this field is expected to become an important development direction for future financial markets.

According to Newswire, IBM announced that it has completed the acquisition of HRL Laboratories, LLC, a leading research and development institution specializing in quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science. This acquisition also complements IBM's broader innovations and investments in the fields of quantum manufacturing and infrastructure.HRL's expertise in silicon-based quantum technology creates opportunities for future collaboration with IBM's pure quantum wafer fabrication plant, Anderon, supporting scalable manufacturing methods and accelerating the learning cycles of various quantum computing paradigms. Boeing and General Motors (the former owners of HRL) will continue to collaborate with IBM and HRL on quantum applications and advanced technology development. The financial terms of the deal were not disclosed.

Sources from relevant personnel at Zhongke Shuguang reveal that the company will launch a new generation of token acceleration solutions aimed at large model inference, focusing on addressing issues of redundant computation and data scheduling during the inference process.Currently, Zhongke Shuguang's ParaStor distributed storage has been applied to the country's first fully domestically produced 100,000-card AI supercluster Shuguang 8000 (Dengfeng), providing data throughput and elastic scaling support for large-scale computing tasks. The latest report from CCID Consulting shows that Zhongke Shuguang ranks first in four sub-industries: AI, education, embodied intelligence, and autonomous driving.

A Reuters survey shows that most economists believe the Bank of Japan will take action faster than previously expected, and will raise interest rates again in September, with the terminal rate potentially being higher. 57% of economists expect an interest rate hike next month, a significant increase from 5% in July. Ayako Fujita, Chief Economist for Japan at JPMorgan, stated that delaying the rate hike could lead to market turmoil. In addition, more than two-thirds of respondents believe that the recent US-Japan joint foreign exchange intervention has had limited effects.

According to Nikkei Asia, the Japanese government is promoting the creation of a data-sharing platform that leverages artificial intelligence to analyze data shared by manufacturers, aiming to increase the speed of new material development by about 10 times. This plan is led by the Ministry of Economy, Trade and Industry, and aims to accelerate the discovery of new chemical compositions and formulations by aggregating materials-related data from companies using AI.The report states that the Ministry of Economy, Trade and Industry aims to launch this platform as early as the fiscal year 2027. Currently, the practice of using AI to explore new material combinations is gradually becoming common in the materials industry, and Japan hopes to shorten the traditional trial-and-error cycle and improve industrial R&D efficiency by unifying data and computing infrastructure.

The founder of Strategy, Michael Saylor, stated that Bitcoin is gradually transitioning from an early "peer-to-peer electronic cash" experiment to a global digital capital infrastructure. As Bitcoin is widely adopted by individuals, funds, publicly listed companies, banks, custodians, trading platforms, and governments, some of the early Bitcoin culture has evolved from a risk defense mechanism into a form of "orthodoxy," which includes viewing self-custody as the only legitimate way to hold Bitcoin and categorizing financial products related to Bitcoin, such as ETFs, bonds, preferred stocks, and derivatives, as "paper Bitcoin." These views played an important role in the early development of Bitcoin, but are now insufficient to explain its expanding economic ecosystem.The more important role of Bitcoin in the future may not be to replace fiat currency as a daily payment tool, but rather to become a scarce, globally liquid, programmable "digital capital" that does not rely on an issuer. Fiat currency will still play a core role in taxes, wages, contracts, and everyday business, while Bitcoin can form a new layered financial system with banks, securities, credit, insurance, and corporations. Self-custody should be viewed as a right rather than an obligation, and professional custody, multi-signature, institutional custody, and trading platform products can all play a role based on different users' risk tolerance and actual needs. What truly needs to be vigilant is not all counterparties, but those counterparties lacking transparency, isolation mechanisms, governance capabilities, and risk control; "do not trust any institution" should shift to risk identification of different institutions.The next phase of the Bitcoin ecosystem will be the expansion of the "digital capital market," rather than a return to a closed pure Bitcoin economy. With the continuous development of spot Bitcoin ETFs, publicly listed companies' Bitcoin reserves, bonds, preferred stocks, and other financial products, Bitcoin is becoming a new underlying asset that connects stocks, debt, credit, currency, derivatives, and even the machine economy. This trend can be termed the "Bitcoin Reformation," with core principles including "protocol minimalism, economic maximization," "replacing founder worship with first principles," "self-custody as a right rather than a ritual," "judging security by evidence rather than brand," "replacing counterparty nihilism with counterparty identification," and allowing fiat currency and Bitcoin to coexist in the long term. Bitcoin is not abandoning its early core principles but is breaking free from its cultural limitations: it is transitioning from electronic cash to digital gold and further becoming a digital capital network that encompasses capital, credit, equity, debt, currency, and the machine economy.

NVIDIA officially announced that SpaceXAI will deploy the NVIDIA Vera CPU to accelerate its next-generation agent-based AI applications. Vera is the first CPU specifically built for AI agents, featuring 88 NVIDIA self-developed Olympus cores, utilizing spatial multithreading technology and LPDDR5X high-bandwidth memory, with a bandwidth of up to 1.2TB/s. In scenarios such as agent-based AI, reinforcement learning, and data processing, the task completion speed can be improved by up to 1.8 times compared to x86 CPUs.Mike Nicolls, President of SpaceXAI, stated that the CPU performance and memory bandwidth of Vera are sufficient to support large-scale task orchestration, code execution, and data processing, allowing GPUs to operate at peak efficiency, thus gaining more effective output per watt of computation.SpaceXAI also plans to expand the AI infrastructure behind Grok based on the NVIDIA Vera Rubin platform, moving towards gigawatt-level computing capacity. Vera Rubin integrates NVIDIA accelerated computing, NVLink interconnect, Spectrum-X networking, and BlueField data processing technologies, aiming to reduce the cost per token and improve the overall energy efficiency of AI factories.More notably, SpaceXAI will send an optimized version of the Vera Rubin NVL72 system into space, with its first-generation Starmind AI satellite adopting this rack-level architecture, becoming the first iconic deployment of NVIDIA accelerated computing extending from ground data centers to orbital computing.

As of the evening of August 24, the B.AI platform has officially surpassed 2.1 million registered users, continuing its strong growth momentum after reaching the 2 million milestone.With the continuous expansion of the cutting-edge large model matrix, decreasing costs of computing power, comprehensive upgrades to product interaction experiences and underlying architecture, along with an increasingly完善 AI Agent ecosystem, more and more global developers and users are being attracted to explore and build the next generation of intelligent applications through B.AI with lower barriers and higher efficiency.The trillion-level token daily throughput capacity and the rapidly expanding developer community have become the best footnote for B.AI's robust ability to support scalable production-level workloads, further solidifying its strategic positioning as the financial infrastructure of the AI Agent era. 2.1 million is a new starting point, and B.AI will accelerate the construction of an inclusive future for AGI together with the global community.

According to The Block, South Korea's top financial regulator has stated that it will accelerate discussions on cryptocurrency-related legislation and plans to launch the country's version of the "Basic Law on Digital Assets" this fall.The bill is expected to establish corresponding rules regarding stablecoin issuance, licensing for virtual asset service providers (VASP), Bitcoin ETFs, and other matters.

According to Criptonoticias, Tether CEO Paolo Ardoino stated on August 23 that developing countries such as Venezuela, Argentina, Bolivia, and Turkey are increasingly using USDT, primarily for domestic and cross-border trade, and as a digital dollar and value storage tool in situations of rapid depreciation of local currencies, cash shortages in dollars, or restricted financial systems.Among them, small and medium-sized enterprises in Venezuela use USDT to settle import and export businesses, Bolivia has used it for commercial transactions including fuel procurement, Argentina's street economy and peer-to-peer markets widely use USDT for value preservation and exchange, and residents in Turkey also use USDT to cope with ongoing inflation.

According to a report by the Korean News Agency, the Financial Supervisory Service of Korea submitted data to the National Assembly's Political Affairs Committee, revealing that as of the end of July, the five major virtual asset exchanges in Korea (Upbit, Bithumb, Coinone, Digital Asset Exchange, Gopax) have registered a total of 6,590 corporate accounts.In terms of the distribution of exchanges, Bithumb has the highest number of registered corporate accounts, reaching 3,280; the operator of Upbit, Dunamu, has 2,086 accounts. The two major exchanges account for a total of 5,366 corporate accounts, which is 81.4% of the total. Additionally, Korbit has 620, Coinone has 539, and Gopax has 65.In terms of compliance, there are a total of 711 corporate accounts that have completed customer identity verification (KYC), accounting for 10.8% of all corporate accounts. Among them, Upbit has the most with 290; Bithumb has 199, Korbit has 184, and Coinone and Gopax have 33 and 5, respectively. In terms of the scale of virtual asset holdings, Korean corporate accounts hold approximately 43.377 billion Korean won (about 31.2 million USD), with Upbit having the highest share, holding approximately 27.08 billion Korean won, accounting for 62.4% of the total; Bithumb holds about 6.29 billion Korean won, and Coinone holds about 5.15 billion Korean won. The deposit scale of corporate accounts is approximately 9.13 billion Korean won.