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Binance founder Changpeng Zhao (CZ) stated at Bitcoin Asia that Bitcoin may surpass gold in the next bull market, with the current market cap gap between the two being about 10 times. Ricardo Salinas Pliego estimated that if Bitcoin reaches the total market cap of gold, its price could be around $1.86 million. He pointed out that if Bitcoin becomes a strategic reserve asset for various countries, its importance may exceed that of gold; however, central banks and governments have established systems for valuing, storing, and managing gold, and transitioning to Bitcoin will take time.Glassnode data shows that the 90-day correlation between Bitcoin and gold has risen from 0.21 in March to about 0.57, while the correlation with the Nasdaq 100 index has dropped from 0.57 to 0.22; other estimates indicate that its correlation with gold is about 0.59, the highest level since 2020.

According to a report by ZDNet Korea, Samsung Display plans to significantly increase its OLED supply for Apple's foldable smartphones and iPads next year. The target for foldable OLEDs will rise from about 8 million units this year to 15 million units next year, while OLEDs for iPads will increase from about 2 million units this year to 9 million units next year, totaling an increase from about 10 million units this year to approximately 24 million units.Apple is a core customer for Samsung Display's small-sized OLEDs. Market research firm UBI Research estimates that the total demand for OLEDs for iPhones this year is about 264.7 million units, with Samsung Display supplying about 144 million units, and a target of approximately 148 million units next year. Apple will launch its first foldable smartphone in the second half of this year, and Samsung Display plans to supply a 7.8-inch foldable OLED. Starting in 2024, iPads will adopt OLEDs in the Pro models, expanding to the mini this year and further to the Air next year.The report cites industry insiders who say that if the foldable screen is priced at around $2,500, shipments this year and next year may be approximately 6 million and 11 million units, respectively; higher prices or supply chain issues could further reduce shipments. Samsung Display's supply targets may be adjusted according to market conditions.

ASML stated that it plans to collaborate with its major customers to develop new solutions capable of producing advanced chip manufacturing equipment to meet the demand for large data center chips designed by companies like NVIDIA.Currently, the extreme ultraviolet (EUV) lithography machines produced by ASML, which are widely used, can manufacture chips with a maximum area of about 800 square millimeters. The next-generation "high numerical aperture" EUV lithography machine that ASML is about to launch will be able to produce finer chips. However, due to its use of smaller mask sizes, it is currently limited in the area of chips it can manufacture.ASML plans to showcase a pilot production line using larger mask sizes by 2031 and aims to enable this new technology for mass production by 2033.

U.S. Senator Cynthia Lummis stated that if the Clarity Act fails to pass in this Congress, the next real opportunity to reintroduce market structure legislation will not come until 2030. Completing this work now could prevent wasting job opportunities, investments, and tax revenue in the coming years.

Goldman Sachs' Global Technology Equity Research Team released a report on April 17, 2026, stating that networks unlock the computing power of a single AI chip by connecting multiple chips, enabling seamless data exchange and low latency. With the expansion of AI infrastructure and the enhancement of computing power, various configurations are expected to see growth, further opening up a 9-fold Total Addressable Market (TAM) space to $154 billion.The report pointed out that the dollar content of horizontal and vertical scaling increases by 16 times and 45 times, respectively; the TAM for optics expands 13 times from horizontal to vertical scaling; the market value of pluggable optical modules in horizontal scaling expands 10 times from AI server models in the second half of 2025 to models in the second half of 2027. The authors include Allen Chang, Verena Jeng, James Schneider, Mark Delaney, among others.The total dollar content for each computing unit in vertical and horizontal scaling is expected to increase from $315,000 for GB300 NVL72 to $9.4 billion for Rubin Ultra NVL576, a 29-fold increase. The total value TAM increases 9 times to $154 billion (mainly in 2028), of which 69% ($106 billion) comes from vertical scaling. The analysis covers the dollar content and market opportunities of configurations such as copper cables, pluggable optical modules, CPO, and PCB backplanes.

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.

Arbitrum co-founder Steven Goldfeder stated that there is a misunderstanding in the market regarding the supply of ARB, often including the tokens held by the DAO in the locked supply.He pointed out that the token unlock for ARB investors and team members is nearing completion and will be fully unlocked by March next year. Currently, the portion of tokens that have not yet been unlocked accounts for approximately 7.7% of the total supply.The Arbitrum DAO treasury currently holds 2.84 billion ARB, but these tokens are not traditional locked tokens; they are controlled by circulating token holders, and their transfer must be approved by a vote from other token holders.

According to the official X account of ZKsync (@zksync), ZKsync announced a security upgrade for its EraVM chain. The core measures include: introducing an instant upgrade framework, extending the execution delay from 3 hours to 24 hours, and developing a second prover, EraBender, to guard against AI-driven vulnerability attacks.In the next 6 months, all Boojum/EraVM chains will gradually phase out the old execution environment, and each chain will formulate and announce its own transition timetable. Users holding funds directly in EOA do not need to take any action; users holding funds through multi-signature, smart accounts, DEX, lending protocols, and other smart contracts need to take action as required after the transition plans of each chain are determined. The ZKsync Atlas chain is not affected by this upgrade.

According to South Korean media Greened.kr, Samsung Electronics and Arm have officially launched a joint research and development project for edge AI chips. Arm approved a one-time engineering fee at the end of August for the development of the next-generation edge AI SoC chip and officially started the project with Samsung Electronics.The project adopts a collaborative model where Arm provides core technology, and Samsung Electronics integrates and implements it, aiming to jointly develop customized chips for end customers.

The People's Bank of China Open Market Operations Office announced that to maintain ample liquidity in the banking system, on September 7, 2026, the People's Bank of China will conduct a reverse repurchase operation of 500 billion yuan using a fixed amount, interest rate bidding, and multiple price level bidding method, with a term of 3 months (89 days), maturing on December 5, 2026 (postponed in case of holidays).

X-Agent stated in a recent article that with the help of AI programming tools, "Vibe Coding" is significantly lowering the barriers to software development, allowing a developer to complete work that previously required small product and engineering teams in a short time. However, for a one-person company like OPC, what is truly scarce is not productivity, but demand, trust, and distribution. Being able to quickly create a demo does not mean it will enter the real workflow of users or other Agents.X-Agent indicated that compared to building a complete SaaS from scratch, which includes a website, login, backend, subscription, and customer service system, developers can start with a clear, practical, and callable capability. They can encapsulate data analysis, market research, automated processes, or AI tools as MCP services, enabling Agents to understand what they can do, when to call them, what inputs are needed, and what results will be returned. This is also the focus of the X-Agent AI MCP Hackathon, which is not about competing to build the most complex MCP Server, but rather about helping developers upgrade real and usable APIs, tools, or services into Agent-native services with clear capability boundaries, stable interfaces, verifiable deployments, and ongoing productization potential.X-Agent believes that the most important aspect of the Agent economy is not "service launch," but making services reliable enough to be discovered, trusted, and repeatedly called by other Agents. For OPC, the real advantage is not stacking more features, but capturing market signals faster than large companies and transforming professional capabilities into digital services that can continuously generate value.

Circle President and former CFTC Chairman Heath Tarbert stated at a hearing of the U.S. House Financial Services Committee that the GENIUS Act has established a federal regulatory framework for payment stablecoins, equivalent to building a "dollar layer" for the internet financial system. He urged Congress to next pass the CLARITY Act to complete the long-term regulatory framework for the "market layer" of digital assets.In addition, Tarbert also urged that the final implementation rules of the GENIUS Act should close the regulatory arbitrage space for offshore stablecoins, requiring intermediary institutions that actually serve U.S. customers to be subject to corresponding restrictions, and ensuring that foreign stablecoin issuers meet truly comparable regulatory standards.

Taiwan's Financial Supervisory Commission Chairman Peng Jinlong stated that the "Virtual Asset Service Act" was passed on June 30 of this year after three readings. The Financial Supervisory Commission is currently formulating nine subsidiary regulations, covering stablecoin-related specifications, which are expected to be announced and implemented in the first quarter of next year.With the development of technologies such as AI and blockchain, Taiwan and global financial markets are moving towards a parallel track of traditional finance, digital finance, and blockchain finance. The demand for cross-border payments, trade financing, and capital allocation in the semiconductor supply chain is heating up, and stablecoins, blockchain, and financial technology are seen as new infrastructure supporting cross-border capital flows.

According to Bloomberg, UBS analysts expect that China's semiconductor manufacturing capabilities may struggle to make sufficient progress in the next decade to develop solutions that can truly replace ASML's cutting-edge EUV lithography technology. UBS analysts wrote in their report, "The stage they are currently at seems comparable to ASML's in 2004." Based on patent application activities, especially in the fields of light sources and laser subsystems, China's current technological maturity is roughly equivalent to ASML's level 15 years before it began mass production of EUV equipment.UBS also expects that China is likely to have the capability for mass production of immersion DUV lithography machines within the next two to five years. Although immersion DUV is not as advanced as EUV, it remains an indispensable tool in chip manufacturing. ASML's immersion DUV machines are priced at nearly $90 million, while EUV equipment costs over $200 million each. China is one of ASML's largest markets, but due to export restrictions, ASML is prohibited from selling EUV equipment to China. UBS pointed out that considering the yield and capacity gaps and regulatory restrictions, Chinese lithography equipment is unlikely to be applied overseas. An ASML spokesperson did not respond to requests for comment. The report is based on UBS analysts' predictive views, and actual progress will depend on industry dynamics.

According to Catcher Predict monitoring, in the event of "the next Mythos level vehicle release party" on the prediction market Polymarket, the "is" option in the sub-market "September 3" experienced a dramatic fluctuation in winning probability, soaring from 52.5% an hour ago to the current 68% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Famous trader Killa posted that Bitcoin will reach a new historical high next year, and ultimately, it won't matter if it is bought at $100,000. As time goes by, these barriers will be left behind. The biggest mistake is to stay on the sidelines.

According to Citrini analyst Jukan, SK Hynix is working on diversifying the foundry suppliers for the substrate chips used in high bandwidth memory (HBM), which are constructed by vertically stacking multiple memory chips. It is reported that the company is considering outsourcing part of the substrate chip production for the seventh generation HBM, namely HBM4E, to Intel's foundry. So far, SK Hynix has relied entirely on TSMC for outsourcing substrate chip production.This move is seen as an effort to establish a multi-supplier foundry strategy to reduce the concentration of the supply chain on TSMC while enhancing SK Hynix's bargaining power in pricing. According to industry insiders on August 31, SK Hynix is advancing a plan where the substrate chips for HBM4E may be jointly manufactured by TSMC and Intel, potentially starting from the HBM4E generation.As the market expects the cost burden of substrate chips for HBM4E to further increase. Since HBM products are mainly covered by long-term supply agreements (LTA), SK Hynix also finds it difficult to immediately pass on the higher foundry costs to customers by raising product prices. Therefore, industry observers believe that if Intel ultimately joins SK Hynix's substrate chip supply chain, the company will gain more options in terms of cost competitiveness and supply stability.