ica

Scroll Governance Forum posted that the team will recently apply AI extensively in operations and product development. Previously, core chain operations required over 20 engineers, but now it is completed by fewer dedicated engineers in conjunction with AI agents, while maintaining existing usability and security standards. The team believes that blockchain can provide a trusted coordination layer to define and execute rules, and ZK can help agents interact with credentials, private data, and computations without exposing underlying information.The team is building an interconnected product stack: Compass is an iOS application that can access the large models and functions provided by the Compass API, and includes VPN and eSIM; Compass API is the AI routing infrastructure, connecting over 30 large models; CENO provides a trust layer through ZK, protecting credentials, agent context, and privacy computations; USX is used for payments and settlements; SCR continues to coordinate governance; the Scroll network serves as a trust and coordination layer. CENO has reached out to over 30 potential clients, of which 12 are participating in proof of concept testing.The team plans to gradually transform Scroll from a general public chain into a dedicated network centered around Compass and the AI product stack, with an overall transition expected to take about nine months. According to the current plan, SCR will migrate to the Ethereum mainnet to maintain accessibility and liquidity, with supply and token economics remaining unchanged, and will continue to serve as a governance token. This post is only a progress update, not an official proposal or vote, and further proposals regarding the network transformation and matters requiring DAO approval will be made separately.

CoinGecko stated in its latest RWA report that the pre-market for synthetic IPOs has begun to serve as an effective valuation indicator for traditional IPOs. On-chain perpetual contracts can provide continuous price discovery and market sentiment anchors for popular unlisted companies before the official opening of exchanges.The report uses SpaceX and Changxin Storage (CXMT) as examples, noting that before SpaceX's listing, the prices of perpetual contracts across platforms fluctuated between $158 and $170, gradually converging to around $157.40; when its first transaction price on Nasdaq landed at $150.05, the deviation was about 4.9%. The deviation between the perpetual contract price before CXMT's listing and the actual opening price was also about 4.6%.CoinGecko believes that in the absence of real spot stocks as immediate arbitrage anchors, traders will still form relatively concentrated quotes around valuation, listing popularity, and future liquidity. On-chain Pre-IPO perpetual contracts will thus become an important reference price before the traditional order book opens, providing global investors with a channel to express long and short expectations 24 hours a day.

The President of the United States, Donald Trump, signed a notice announcing the adjustment of the scope of the 50% additional tariff on certain products from Canada.The new tariff scope will take effect on September 15, with specific products subject to the notice list.

The founder of Liebit Mining Pool (B.TOP), Jiang Zhuoer, stated that Bitcoin has just dropped, and the Coinbase Bitcoin premium remains negative, continuing to incur significant losses. It is expected that tomorrow's spot ETF (i.e., the US stock market trading day) will see capital outflows.ETF data is lagging; trading based on ETF data is akin to driving while looking in the rearview mirror. Although it is inconvenient, the inflow and outflow of ETF funds are very important, so we can only keep an eye on it.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: G2 vs Astralis (BO3) - FISSURE PLAYGROUND Group A", the sub-market "Map 1 Round Handicap: G2 (-3.5) vs Astralis (+3.5)" has seen a drastic fluctuation in the win rate for the "G2" option, dropping from 42% an hour ago to the current 25.5% (a fluctuation of 16.5%). Please note the impact of relevant breaking news.

On September 6, local time, U.S. President Trump posted on the social platform Truth Social, stating that he earned "hundreds of billions of dollars" for the United States through stocks and holding various other assets, and he expressed, "I do this for our country, not for myself." The post also mentioned that the only response he received was criticism from the radical left "foolish Democrats."According to a previous report by Reuters, information from the U.S. Office of Government Ethics shows that Trump disclosed personal securities transactions totaling at least $220 million and up to about $750 million in the first three months of 2026. Annual financial documents released by the U.S. Office of Government Ethics indicate that Trump's total income for 2025 was at least $2.2 billion, far exceeding his income of about $622 million in 2024 when he had not returned to the White House.On the same day, Trump also shared an AI-generated image, which appeared to show him trading in the Oval Office, with the screen displaying Intel's stock price rising from $20 to $95. In August of last year, the U.S. federal government invested about $8.9 billion to purchase a 9.9% stake in Intel at a price of $20.47 per share; CNBC reported that on September 4, 2026, the company's stock closed at $95.80. A White House spokesperson stated that all stock transactions under Trump's name are conducted by external financial managers, and Trump and his family have no control over specific trading decisions.

CryptoQuant analyst Darkfost stated that the supply ratio of long-term Bitcoin holders has significantly increased during this pullback, with many traders buying and holding for over 6 months during the dip.This is a common global behavior during bear markets or significant pullbacks, where long-term holders have much lower Bitcoin liquidity, helping to form a solid bottom support. This is a positive signal on a long-term level, slowly accumulating.

According to South Korea's "Cultural Daily," Samsung Electronics' wafer fab in Taylor, Texas, is expected to enter trial operation around the end of this month, as orders for 2-nanometer chips from Tesla, Broadcom, Arm, and others continue to pour in, with pre-production capacity nearing full load. The plant has accumulated an investment of $37 billion since 2022, with plans to begin trial operation early next month and mass production next year, with an initial monthly capacity of about 50,000 wafers, close to TSMC's approximately 80,000 wafers.The report states that the Taylor plant will produce Tesla's next-generation artificial intelligence chip AI5, Broadcom's new generation communication chips, and Arm's smart device AI chips, among others. Samsung's 2-nanometer yield has increased from about 60% earlier this year to around 80% recently. The company sent personnel for process, equipment, and yield to the plant in June, and began installing equipment in July. At a recent earnings meeting, Samsung projected that this year's 2-nanometer order volume would more than double compared to last year, and stated that NVIDIA's inference chip Grok3 began mass production last month; Samsung also recently raised the foundry price for 4-nanometer chips by up to 15%.The second Taylor plant is scheduled to start construction by the end of this year and begin mass production in 2030. Samsung has requested major partners to complete the relevant production equipment safety certifications in advance, and some partners are considering sending dozens of personnel to the local area. At the same time, Intel issued about $20 billion in new shares last month and expanded investments in 2-nanometer level 18A and 1.4-nanometer level 14A, while Japan's Rapidus completed its 2-nanometer factory in Hokkaido last month and entered the wafer trial production stage.

According to Catcher Predict monitoring, in the market prediction event "MIBR vs TheMongolz match" on Polymarket, the "TheMongolz" option in the sub-market "Map 1 Round Spread: TheMongolz (-3.5) vs MIBR (+3.5)" experienced a dramatic fluctuation in winning probability, soaring from 33.5% an hour ago to the current 50% (a fluctuation of 16.5%). Please note the impact of relevant breaking news.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 70, up 0 points from yesterday. The average over the past 7 days is 69, and the average over the past 30 days is 56.

Cronos CEO Ryan Wyatt posted on the X platform that the team will announce the eligibility rules for its network token launch platform project on Crypto.com this week.The Cronos app will go live in 10 days, and the tokenomics proposal aims to use 100% of the app's revenue for the buyback and destruction of CRO.

On September 8, domestic GPU leader Moore Threads opened lower, quickly plummeting in the early trading session, at one point dropping over 10%, with the stock price hitting a new low of 371.17 yuan. As of the time of writing, it has fallen over 8%, reported at 380.76 yuan, with a latest market value of 179 billion yuan.Moore Threads hit a 20% limit down yesterday, with its market value falling below 200 billion yuan. According to the announcement, on September 7, 25.7745 million shares from the initial public offering's offline placement faced a lifting of restrictions.Regarding the reason for the limit down on that day, a reporter from Yicai called the securities affairs representative of Moore Threads as an investor. The staff member stated that it was a large lifting of restrictions day for the offline placement shares, and advised investors to view it rationally, noting that the company's fundamentals are normal.

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 the Phoenix Veritas Foundation, the cultural token themed around Hunter Biden's laptop, LAPTOP, has been issued on the Base chain, with a total supply of 1 billion tokens. The initial circulation at TGE is 350 million tokens (35%). In terms of token distribution, the founders (including Hunter Biden) and the prediction mechanism each account for 30%, community airdrops account for 20%, liquidity and the foundation treasury each account for 10%, and charitable distribution accounts for 5%. The founders' tokens have a 6-month lock-up period and a 24-month linear unlock.LAPTOP has no utility and is positioned as a purely cultural digital collectible, with its value entirely driven by community sentiment. The token contract has been audited for security by Hacken in April 2026, with no major vulnerabilities. Regarding market makers, the foundation has signed lending agreements for a total of 20.5 million tokens with G20 and GSR.

The latest report from the Bitcoin Policy Institute shows that due to the Iran conflict, the annual blockchain transaction volume in the Middle East and North Africa is expected to reach $350 billion in 2025-2026, more than three times the approximately $100 billion in 2022. The report points out that regional conflicts typically accelerate capital outflows, but the Iran conflict presents a different dynamic: an increasing amount of capital is shifting towards digital assets, highlighting the growing role of cryptocurrencies (especially Bitcoin) as a hedge against economic and geopolitical uncertainty.The report states that after the outbreak of the conflict, Bitcoin initially fell in sync with other risk assets, but then investors shifted from higher-risk cryptocurrencies to Bitcoin, raising its market capitalization share to a one-month high of 64.8%. In countries like Egypt, Turkey, Lebanon, and Iran, due to currency devaluation, more people are increasingly using Bitcoin and dollar-pegged stablecoins to preserve value. Meanwhile, Gulf countries like the UAE and Bahrain are attracting crypto firms and institutional investors by establishing regulatory frameworks.Chainalysis data also shows that after the US-Israel airstrikes from February 28 to March 2, approximately $10.3 million left Iranian crypto exchanges. The report believes that in countries suffering from sanctions, conflict, or currency instability, cryptocurrencies have become tools for preserving and transferring value outside the traditional financial system, while regulated Gulf markets continue to attract institutional capital.

The cryptocurrency exchange Bitfinex posted on X that the Bitcoin miner position index is currently -1.2, well below its annual average.Miners are holding supply, even though the breakthrough in August briefly pushed it up to 2.8. An index above 2 means that miners are selling again, and current selling activity is relatively sluggish.

Goldman Sachs significantly raised its industry forecast in the latest global optical module report, expecting the global optical module market size to reach approximately $67.7 billion, $131.4 billion, and $148.5 billion in 2026, 2027, and 2028 respectively, an increase of 33%, 81%, and 115% compared to previous forecasts.Goldman Sachs believes that this round of upward revision is not solely due to the increase in the number of AI servers; more importantly, the architecture of AI servers is continuously migrating towards high-speed networks, coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, driving rapid growth in demand for 800G, 1.6T, and even 3.2T.

The Research Institute of Financial Technology at Renmin University published a compiled article on stablecoin research in the Journal of International Money and Finance. The related research is based on large language model (LLM) agents analyzing the de-pegging risks of stablecoins, which indicates that the de-pegging of stablecoins has significant nonlinear and threshold characteristics. The arbitrage mechanism can absorb a certain degree of informational pressure, but when the severity of the narrative reaches a "critical threshold," the system may quickly enter a state of sustained de-pegging.