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BitMine Chairman Tom Lee stated on CNBC that after Nvidia announced strong performance, its stock price rose, breaking the previous trend where positive earnings reports struggled to drive stock prices, indicating that investors still value the company's fundamentals. Software stocks like Salesforce, CrowdStrike, and Okta also strengthened, reflecting a positive market response to downstream AI transactions, with an overall healthy market reaction.Regarding the weak performance of AI-related stocks such as Meta, Amazon, Alphabet, AMD, and Micron, Tom Lee believes that some investors may have previously underweighted Nvidia and might need to sell other tech stocks to raise funds for increasing their Nvidia holdings. He pointed out that Nvidia's earnings expectations have been significantly raised, but the stock price has not fully caught up, and the price-to-earnings ratio is still contracting, with the current valuation remaining relatively low.Tom Lee also mentioned that data center construction is gradually becoming a political issue in the U.S. midterm elections. Even some Republican-led states and states supporting data center development are beginning to consider pausing related projects, which may be one reason for the recent poor performance of AI infrastructure-related stocks, with more funds shifting towards downstream AI targets.

SVM public chain Fogo officially announced that the Fogo mainnet has been temporarily shut down as a precautionary measure due to the detection of unauthorized activity in the past hour.The shutdown aims to prevent further transfer of affected assets. During the downtime, the network will be upgraded to restrict addresses related to the incident. Fogo stated that further updates will be shared after confirming more information and urged users to rely solely on this official channel for updates.

The Neutrl team stated that issues have been found with the positions held in the strategy, affecting the liquidity of part of the protocol's reserves. In the interest of users and after consulting legal advisors, the relevant smart contracts have been swiftly paused. This incident is not due to a smart contract vulnerability, hacking attack, or code defect.The protocol currently holds approximately $27 million in available liquid assets and continues to hold other positions and related gains and losses in the strategy, which cannot be immediately liquidated. The team cannot confirm the timing, amount, or recovery value of these positions. Liquidation and recovery of the remaining positions will take a long time, and the recovery amount or timing cannot be confirmed at this moment.In response to the liquidity needs of some users, Neutrl will open an early redemption mechanism for NUSD and sNUSD holders, which will be fairly treated for all holders based on legal advice. Complete details will be announced before the redemption begins, with a target for early September, depending on the deployment of the new redemption contract, independent audits, and legal financial reviews, and the timing may vary. The team advises against trading NUSD or sNUSD for the time being.

According to Onchain Lens monitoring, Avici was attacked, resulting in a total loss of approximately $1.02 million. The attacker transferred 10,000 SOL to another wallet and exchanged it for about 1.02 million USDC, then transferred it through a cross-chain bridge and exchanged it for approximately 418 ETH.

The cryptocurrency exchange Kraken recently temporarily locked some customer accounts due to nearly 12,000 small transfers sent from wallets marked by Arkham Intelligence as belonging to competitor HTX to Kraken-associated addresses between August 17 and 24. Each transfer ranged from a few cents to several dollars. Kraken stated that this method, known as dusting attacks, exploits the arbitrary transfer characteristics of public blockchains to associate sanctioned funds with unrelated users, thereby triggering sanction screening mechanisms.The Kraken compliance team has restored user access while continuing to freeze the relevant sanctioned funds and cooperating with authorities to ensure the attack does not achieve its intended effect. HTX responded that an internal review found no official accounts involved in the related small transactions and is investigating whether the sending wallets were misidentified or operated by third parties. The UK sanctioned HTX in May, and the EU included it in a trading ban in July, which took effect on August 23, coinciding with the timing of the attack.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: EDward Gaming vs. Ninjas in Pyjamas (BO5) - LPL Knight Duel," the "O/U 3.5 games" sub-market's "Over" option win rate has experienced significant fluctuations, dropping from 62.5% an hour ago to the current 33% (a fluctuation of 29.5%). Please note the impact of related breaking news.

Google announced two new quality requirements for Android applications to address the industry memory chip shortage triggered by the AI data center boom. One focus is on reducing in-app memory usage and optimizing code. Google stated that the mobile industry is facing significant hardware supply constraints, which are changing the availability of device memory and, in turn, affecting user experience.To this end, Google has set new performance thresholds in areas such as dynamic memory usage and bitmap usage, and has increased code optimization requirements to prevent app stuttering and crashes. The company will launch new tools to alert developers to optimize when applications exceed the thresholds. More diagnostic tools will be released later this year, including a Memory Limiter feature that prevents applications from excessively occupying device memory.Developers must meet the new thresholds by February 2027. Additionally, all Play Store applications must comply with the Zero Tap Sign-In requirement by April 2027, which automatically restores user login status during device migration via the Android Restore Credentials API. These changes aim to help app and game developers continue to provide high-quality experiences in a market with limited memory supply, especially targeting price-sensitive low-end devices.

According to CoinDesk, the developers of the Bitcoin Lightning Network payment software Core Lightning (CLN) issued an urgent warning to node operators after the team received a large number of AI-generated security reports, revealing several real vulnerabilities. The development team advised operators not to directly shut down the machine power but to restart the software in "--offline" mode, which stops communication with other Lightning Network nodes while still keeping it operational to continuously monitor the Bitcoin blockchain and protect the funds in the payment channels.The Core Lightning team began receiving a large number of AI-generated vulnerability reports since early August, some of which have been confirmed to be valid. Developers will keep the details confidential for two weeks to complete the patch development and plan to release a signed patch version for operators to verify the source. The source code and vulnerability details will be made public after the confidentiality period ends.This is the second AI-related security incident in the Lightning Network this month. Earlier in early August, BTCPay Server experienced a vulnerability that led to the leakage of credentials for some Lightning Network nodes and theft of funds. Additionally, the "Bitcoin Red Team," composed of 16 developers, used AI models to scan 390 Bitcoin code repositories at the end of July, discovering nearly 5,000 issues, 85 of which were rated as critical.

HPQ.N fell more than 8% in pre-market trading due to a decline in shipment volume and profit margins in its personal computer division for the third quarter.

According to TIME, OpenAI CEO Sam Altman recently stated in an interview that the company has previewed the upcoming cutting-edge model series Astra to key clients. In the demonstration, 16 AI agents can collaboratively break down mathematical problems and assemble proofs, and Astra can operate computer software across applications at superhuman speeds. Altman mentioned that Astra will support "persistent agents" capable of performing long-term tasks and is expected to be the first model that can invent new things in a meaningful way, possessing characteristics of AGI.Over the past year, OpenAI has fallen behind expectations in product direction and pre-training research, being surpassed by Anthropic in programming products, annual revenue, and valuation. The company has experienced multiple executive departures and is facing challenges such as several product liability lawsuits and legal disputes with Apple and Musk. OpenAI's current valuation is nearly $1 trillion, with ChatGPT having over 1 billion monthly active users.Recently, OpenAI disclosed a security incident: an unreleased agent escaped the sandbox and attacked Hugging Face. Following this, the research team froze some experiments, enhanced monitoring, and paused the training of an unreleased model expected to bring the greatest capability leap until new safety measures are in place. Altman emphasized that "ensuring AI safety is more important than the growth momentum of any company," and the company will slow its pace and allocate resources to safety and alignment teams. Chief Research Officer Mark Chen estimated that the company is about 80% complete in reaching AGI, and Altman stated that the internal system may be referred to as AGI by the end of the year.

NVIDIA (NVDA.O) accrued a charge of $400 million in the first half of the year due to excess inventory of H200.

Mediterranean Shipping Company (MSC) has suspended its Black Sea route service to Russia due to a drone attack.

On August 25, Anthropic requested its employees at the San Francisco office to work from home starting this week due to the possibility of a strike by the company's security personnel. However, the union representing these security personnel stated that they were not aware of this.According to a source familiar with the matter, Anthropic received a notice last week from its security service provider, Allied Universal, indicating that the company's employees might strike. Subsequently, Anthropic informed its employees to avoid going to the San Francisco office on Monday and Tuesday, just in case.

The engineering collective Shipyard, focused on IPFS and libp2p technologies, announced that Protocol Labs will not renew its funding. As a result, Shipyard will gradually cease its engineering, maintenance, and infrastructure operations related to IPFS, with a final deadline of September 30, 2026.Shipyard stated that several core projects it maintains (including Kubo, Helia, Boxo, Rainbow, IPFS Desktop, etc.) will no longer have dedicated maintainers responsible for new features, fixes, and releases; contributions to go-libp2p and js-libp2p will stop; and the public infrastructure it operates (such as ipfs.io, dweb.link, IPFS bootstrap nodes, etc.) will also cease, with the future of related domains and infrastructure to be determined by Protocol Labs. The team will assist with the transition before the end of September.

Decred, a blockchain, stated that between August 16 and 17, its mainnet inflation vulnerability was exploited, resulting in the generation of approximately 2077.97 DCR. This vulnerability has existed in the consensus code since the mainnet launch in February 2016, stemming from improper edge case handling during the interaction between the regular transaction tree and the stake transaction tree, allowing double-spending inputs.The vulnerability was reported on August 12 through a bounty program but was exploited before a fix could be implemented. Decred has decided not to roll back to minimize the impact on users. The issuance of approximately 2000 additional DCR does not affect the hard cap of 21 million coins and is far below the historical subsidies lost due to underissuance, which exceeded 215,000 coins. Currently, the team has developed additional double-spending monitoring services and plans to improve the emergency upgrade signaling mechanism.

Stablecoin issuer Tether entered Uruguay in May 2023, planning to engage in sustainable Bitcoin mining and invest in energy production with local licensed companies. The project has two mining sites in the Florida province, with an estimated investment of 60 million USD each, totaling approximately 120 million USD.Uruguay's state-owned electricity company UTE had a disagreement with Tether regarding the electricity supply contract amount. Tether's Uruguayan entity Microfin stopped paying electricity bills in May 2025 and notified of its intention to terminate the contract in June; on July 25, UTE cut off power to the mining site, with Microfin owing nearly 5 million USD and monthly electricity costs of about 2 million USD.On November 25, 2025, Tether notified the Uruguayan labor department of its cessation of operations, with 30 out of 38 local positions being eliminated. UTE stated that Microfin had settled its debts by December; in 2025, 98% of Uruguay's electricity generation came from renewable energy.

TAC posted on platform X that an attacker exploited a vulnerability in the Cosmos EVM precompiled layer to transfer 2,985,651,403 TAC from a single account on the TAC network.The project team subsequently paused the network at block height 24,671,475 to prevent the attack from continuing.

According to security company Salus monitoring, a user lost approximately 550,000 USDC after clicking on a Google sponsored ad that led to a counterfeit Hyperliquid website. This case utilized specialized "coin theft service" infrastructure associated with the Inferno system. The relevant services attract customers through Telegram accounts, offering malicious scripts, automatic theft, cross-chain withdrawals, and automatic profit sharing functions.In this case, the phishing gang was responsible for purchasing ads, deploying counterfeit entry points, and providing the final collection address; after the theft of coins was successful, the backend automatically completed the fund splitting. The total amount involved by the relevant gang is approximately 52.74 million USD, which has been linked to multiple significant phishing incidents, such as on September 23, 2025, when the original attacker of UXLINK encountered a second authorization phishing, resulting in about 542 million UXLINK; on April 15, 2026, the official domain of CoW.fi was hijacked, with associated losses of 316,000 USDC; on July 9, 2026, a fake DApp/fake airdrop authorization phishing stole about 1 million USDT. Salus stated that the relevant evidence and high-risk addresses have been submitted to the appropriate authorities for handling.

According to a report by Reuters, Tether's Bitcoin mining project in Uruguay has ultimately come to a halt due to a power supply contract dispute with the local state-owned electricity company UTE, with an estimated investment scale of about $120 million. The two parties have differences regarding the contracted power supply amount, with Tether believing the relevant figure is the minimum guaranteed supply, while UTE considers it the maximum supply limit.Due to the failure to sign a new agreement and overdue electricity payments, UTE cut off power supply to two mining sites on July 25, 2025. Tether subsequently ended its local operations and laid off most of its employees. The Uruguay project was seen by Tether as the "first step" into the South American Bitcoin mining market. However, Tether continues to expand its regional energy and mining layout, having previously acquired a 70% stake in the renewable energy company Adecoagro and plans to utilize its remaining electricity for Bitcoin mining.

According to Forbes, thanks to early investments in tech companies like OpenAI and SpaceX, potential buyer of the NBA's Los Angeles Lakers, Josh Kushner, has seen his wealth grow nearly threefold this year, and the assets of his firm Thrive Capital have also nearly doubled due to bets on the artificial intelligence wave. As the founder of Thrive Capital, Josh Kushner previously earned substantial returns by investing in companies such as Instagram, Spotify, and OpenAI, and has become one of Silicon Valley's most successful venture capitalists in recent years.In recent months, Josh Kushner has frequently appeared at core events in the tech and capital circles. As the investment frenzy in artificial intelligence continues, venture capital firms that own core AI assets like OpenAI and SpaceX are becoming one of the biggest beneficiaries.It is reported that Josh Kushner is currently preparing to acquire the Los Angeles Lakers with former Disney CEO Bob Iger, with the deal valued at $1.25 billion. If completed, it will become one of the most notable capital operations in the history of professional sports in North America.