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According to Bitcoin.com, Matt Mena, a senior crypto research strategist at 21Shares, stated that in the context of approximately $603 million in cumulative net inflows into U.S. spot Bitcoin ETFs and a rebound in risk appetite for altcoins, Bitcoin's market performance in the fourth quarter is expected to strengthen significantly.Mena pointed out that BTC is currently supported around $77,000, and the likelihood of it pushing towards the $82,000 range by the end of the month is increasing. He listed potential target levels for the fourth quarter as $100,000 BTC, $3,500 ETH, $100 HYPE, and $130 SOL. Additionally, Ethereum has outperformed Bitcoin in the last three weeks by 29% to 20%, and Hyperliquid is approaching $90, indicating that funds are rotating towards altcoins.

The domestic cloud AI chip manufacturer Suiruan Technology officially landed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 11, with an issuance price of 142.18 yuan per share. As of the time of writing, the latest quote for the stock is 418 yuan per share, an increase of 193.99% from the issuance price, with a transaction amount of 3.404 billion yuan, a turnover rate of 44.82%, and an amplitude of 47.83%. The intraday high reached 475 yuan per share, while the lowest was 407 yuan per share, with a total market value of 179.887 billion yuan.Suiruan Technology was established in March 2018 and uses its self-developed DSA architecture. It has iterated four generations of architecture with five cloud AI chips, covering AI chips, accelerator cards and modules, intelligent computing systems, and clusters. Its third-generation product S60 has shipped a total of 160,000 units. From 2023 to 2025, the company's revenue is projected to be 301 million yuan, 722 million yuan, and 990 million yuan, respectively; in the first half of 2026, revenue is expected to be 1.12 billion yuan, a year-on-year increase of 279.08%.Tencent is the largest external shareholder of Suiruan Technology, holding a total of 20.26% of the shares along with its concerted actors, and is also the company's largest customer, with sales revenue accounting for 83.79% of total revenue in 2025. This public offering involves 43.0352 million shares, raising a total of approximately 6.119 billion yuan, mainly directed towards the research and development and industrialization projects of fifth-generation and sixth-generation AI chips.

Anthropic released the latest AI abuse investigation report, stating that the Dark Side of the Moon had directly forwarded some Kimi user requests to Claude and then displayed Claude's responses to the users. Anthropic claimed that within a 10-day window, nearly 300,000 user requests were forwarded in this manner, with the vast majority entering Opus. The Dark Side of the Moon used 5,380 violating accounts for this, and these users believed they were still using Kimi.Anthropic also stated that the Dark Side of the Moon would save some interactions and extract Claude's complete reasoning process through "cross-session replay" to train its own models. From May to July, there were over 23 million related distilled interactions. Some real user requests even contained internal corporate codes and valid credentials, which were also forwarded to Claude. Anthropic indicated that it did not know whether these users were informed that their data would be sent to third parties.

According to The Wall Street Journal, Positron, a startup focused on designing hardware to help AI models run faster, has raised $875 million at a valuation of $5 billion, significantly increasing the company's value over the past six months.This round of financing was co-led by venture capital firms NEA, Atreides Management, Valor Equity Partners, Andra Capital, analyst Dylan Patel's SemiAnalysis Capital, and Netscape co-founder Jim Clark. Positron raised $230 million in its most recent funding round in February of this year, at that time valued at $1 billion.Positron stated that it has delivered about 50 units of the previous generation server rack Atlas to Oracle, with clients including financial firm Jump Trading and AI company Parasail. Positron is trying to gain an advantage in the crowded chip industry by pushing its chips to market as quickly as possible.

The UK Ministry of Defence has spent nearly $40 million on SpaceX's Starshield and Starlink satellite services.

According to on-chain intelligence platform Arkham, a BTC whale withdrew $461.5 million worth of Bitcoin from Coinbase about two years ago. During the holding period, the maximum unrealized profit reached $315 million, and there was also an unrealized loss of $100 million during the market low in July, but the whale has never chosen to sell.Since August, this whale has transferred $82 million to Kraken and currently still holds $418 million worth of BTC, with an unrealized profit of about $40 million.

The Block Research released a report on September 8, stating that during the period from October 2025 to August 2026, Bitcoin fell by over 50% and the total cryptocurrency market value decreased by over $2 trillion, while the total supply of stablecoins remained around $290 billion, with about 90% issued by Tether and Circle.In the past 365 days, the transaction volume of stablecoins exceeded $90 trillion, more than doubling compared to 2025. The daily turnover rate increased from 0.38 times in August 2024 to 0.78 times in August 2026. Ethereum holds about $147 billion (turnover rate 0.51 times/day), Base holds $4.5 billion (16.7 times/day), Solana about $13 billion (1.08 times/day), and Tron over $90 billion (0.25 times/day). The Bank for International Settlements statistics indicate that the stablecoin transaction volume in 2025 was about $35 trillion, with payment-related transactions accounting for 1.1%. Chainalysis data shows that in 2025, illegal addresses received at least $154 billion in stablecoins.The GENIUS Act was signed in July 2025. In April 2026, FinCEN and OFAC jointly proposed to classify payment stablecoin issuers as financial institutions under the Bank Secrecy Act, and in August, the Treasury proposed a definition to clarify the scope of applicability, which is still a proposal. Companies such as Paxos, zerohash, Rain, and Altitude describe a shift from one-time KYC at onboarding to continuous lifecycle monitoring of on-chain behavior, counterparties, turnover rates, and geographic locations.

Solana treasury company SkyAI (formerly Sharps Technology, stock code SKYA) is facing shareholder opposition ahead of its annual shareholder meeting on September 18. A group holding nearly 10% of shares plans to vote against the re-election of the entire board of directors.The group's concerns include the weakening of shareholder rights, the "poison pill" plan, and related party transactions.

Data analysis and indexing platform Bilinear Labs announced that it has been acquired by Sei Labs, and the team will join Sei Labs to participate in the development of projects such as Sei Network and Sei Giga.Bilinear Labs will cease operations on September 14, and the platform is built with Rust, having indexed hundreds of billions of events and launched the BYOABI technology.

TrendForce's latest research on the wafer foundry industry shows that in the second quarter of 2026, the total revenue of the world's top ten wafer foundries increased by 11.5% quarter-on-quarter, approaching $53.49 billion, setting a new record. The growth mainly comes from the continued demand exceeding supply for advanced processes in AI and HPC processors, as well as the rising demand for peripheral AI chips such as PMICs and power discrete devices; the early stocking of consumer supply chains for TVs, PCs, and laptops has also tightened the capacity of some mature processes.TSMC continues to lead, with revenue nearing $40.2 billion in the second quarter, a quarter-on-quarter increase of 12.1%, and a market share of 72.5%. The demand for AI server GPUs and XPUs has kept its 5/4 nm and 3 nm capacities fully loaded, and the initial stocking of the new iPhone has also contributed, with 2 nm making its first revenue contribution. Samsung Foundry ranks second, with revenue of $3.26 billion, a slight quarter-on-quarter increase of 1.8%, and a market share dropping to 5.9%. SMIC ranks third, with revenue exceeding $3 billion, a quarter-on-quarter increase of 20%, and a market share rising to 5.4%, narrowing the gap with Samsung.UMC maintains fourth place, with revenue of nearly $2.18 billion, a quarter-on-quarter increase of 12.7%, and a market share of 3.9%. GlobalFoundries is fifth, with revenue of approximately $1.79 billion, a quarter-on-quarter increase of 9.3%, and a market share of 3.2%. Hua Hong Group ranks sixth, with revenue exceeding $1.27 billion, a quarter-on-quarter increase of 3.5%. Tower, World Advanced, Jinghe Integrated, and Powerchip rank seventh to tenth, with revenues of $460 million, $451 million, $447 million, and $432 million, respectively.

According to Cryptopolitan, the latest data from Token Terminal shows that the supply of euro stablecoins reached $848.1 million on September 7, marking an annual growth of approximately 22.6%, with a net increase of about $156 million. In the same period, US dollar stablecoins only saw a net increase of about $159 million, but their base was as high as $298.5 billion, which is 350 times the market size of euro stablecoins.In terms of market concentration, EURC and EURCV together account for 82% of the euro stablecoin supply, with EURCV issued by SG-Forge, a digital asset subsidiary of Société Générale, holding a MiCA-compliant license and accounting for 19.6%. It is the first stablecoin led by a licensed European bank subsidiary.In terms of on-chain distribution, Ethereum absorbed about $125 million of the incremental supply this year, achieving a market share of 69.4%; Solana added about $30 million, with a market share of 14.7%; together, they contributed almost all of the annual increment. Base, on the other hand, saw a decline, dropping from $73.9 million to $58.7 million. Analysis indicates that the growth of euro stablecoins is primarily driven by supply from issuers rather than demand from users, and liquidity for euro trading pairs in DeFi lending pools and perpetual contracts remains weak, with the supply-demand gap yet to be bridged.

HyperDash Chief Revenue Officer Hanson Birringer stated that the team has compiled the operations of Jump Trading on Hyperliquid since their first deposit on December 12, 2025. The company has used one main account and 16 sub-accounts, trading nearly $15 billion, accounting for 7.8% of the exchange's perpetual contract trading volume and 18.9% of the xyz market; July's activity accounted for 17.9% of the entire exchange and 28.7% of the xyz trading volume.Jump Trading initially tested for one week, trading $153 million in BTC, SOL, and HYPE, and then injected funds to create sub-accounts for large books in crude oil, Brent crude oil, natural gas, IPOs, and S&P 500, XYZ100, SK Hynix, silver, gold, and storage chips. The strategy primarily focuses on taking orders, with market-making transactions accounting for 11%-35%. Currently, they are long $32 million in Brent crude oil and $16 million in CL, hedging shorts in gold, silver, MU, NVDA, DRAM, SK Hynix, XYZ100, and large-cap stocks, with a notional value of $145 million and an account value of $63.6 million.The company has paid $7 million in fees, with profits and losses in the hundreds of thousands of dollars. Approximately $65 million in USDC collateral has brought about $1.8 million in annualized income to Hyperliquid through AQAV2.

Visa stated in an official blog post that stablecoin-linked cards are one of the fastest-growing segments of the network. In the second fiscal quarter, over 160 stablecoin-linked card projects launched globally, with payment volumes increasing nearly 200% year-over-year, and an annualized settlement rate exceeding $20 billion, growing more than 15 times year-over-year.Visa pointed out that its collaboration with Credit Coop to launch a stablecoin-based revolving credit tool provides daily settlement funds for early stablecoin card projects, and the borrowing costs for some participating projects have decreased by more than 30%.

According to the Straits Times, Telegram experienced a service outage on the morning of September 8. Users in Singapore began to report issues around 10:20, with Downdetector reporting nearly 4,000 incidents shortly after 10:30, mainly related to the app and messaging features.As of 11:30, the number of outage reports had decreased to about 350, and Telegram services are gradually recovering. Currently, Telegram has not disclosed the cause of the outage.

According to monitoring by Lookonchain, a trader used 50x leverage to go long on BNB and ASTER on Aster DEX, achieving multiple returns.Data shows that the trader went long on 230 BNB, with a position value of approximately $171,600, currently yielding about $13,000, with a return rate of 386.51%; at the same time, they went long on 275,674 ASTER, with a position value of approximately $217,600, yielding about $25,600, with a return rate of 589.60%.

According to on-chain analyst Ai Yi's monitoring, trader Loracle has opened a 3x short position on PONS on Hyperliquid since September 3, holding 25.04 million PONS (approximately 19.41 million USD), with an opening average price of 0.6553 USD, accounting for 19% of the total PONS holdings on Hyperliquid, and is still continuously adding to the position, currently facing an unrealized loss of nearly 3 million USD. This trader has created a zero-fee fork version of Pons.Overseas analyst @mlmabc posted on September 6 to publicly solicit funds to jointly target this short position, stating that there are already commitments of eight-figure capital. Loracle's short liquidation price is 1.83 USD, meaning PONS needs to rise another 128% to trigger liquidation. A similar hunting operation targeting 50x leveraged Bitcoin shorts on Hyperliquid in March 2025 had previously attracted attention.

According to the data panel on the ChainCatcher official website, regarding BTC wallet balances, in the past 7 days, among the top 10 exchanges by balance, Bybit had the largest decrease at 1.5%; OKX had the largest increase at 1.4%.In terms of exchange asset transparency proof, in the past 7 days, only two exchanges experienced net outflows of reserve assets, with Bybit and MEXC seeing net outflows of 59.493 million USD and 50.7179 million USD respectively; the top three net inflows were Binance (+518 million USD), Bitfinex (+203 million USD), and Bitget (+82.6782 million USD).

Bitcoin price fell nearly 1% to around $79,700, as escalating conflicts between the United States and Iran pushed oil prices higher. The U.S. Central Command confirmed on Saturday that it struck three Iranian oil tankers located near Halk Island, Jask, and the Gulf of Oman. Admiral Brad Cooper stated that if Iran attacks U.S. vessels, the U.S. will impose a higher economic cost.The U.S. Central Command updated maritime blockade data, stating that since resuming operations on July 14, it has redirected 92 merchant ships, disabled 3, and boarded 2 for inspection. Oil prices rose by 1% in both the U.S. and European markets, with WTI at $92.72, marking a cumulative increase of over 6% in the past seven days. The rise in oil prices could exacerbate global inflation, making it more difficult for central banks, including the Federal Reserve, to cut interest rates.Additionally, the U.S. employment data for August released last Friday was stronger than expected, reinforcing expectations for an interest rate hike by the Federal Reserve. However, Trump immediately posted on Truth Social calling for a rate cut, stating that a strong nation means lower interest rates. This uncertainty may dampen risk appetite for Bitcoin and the broader market. Furthermore, late Sunday night, the Liquid Network, used by exchanges as a settlement layer, suffered a $320 million attack.