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The U.S. midterm elections have become a key concern for the stock market amid the surge in AI trading. Polls indicate that the Democratic Party may regain control of Congress, and Wall Street strategists point out that this could put pressure on AI boom stocks.The Chief Market Strategist at Zacks Investment says that if the Democrats perform strongly in the elections, hearings on AI safety issues may increase. A strategist at Wolfe Research expects that the Democrats may establish an "AI Special Committee" for inquiries.

Gold prices hover around $4,300 per ounce, as the market anticipates that the Federal Reserve may raise interest rates further, putting pressure on gold.New York futures gold is flat at $4,316.3, suppressed by a stronger dollar and U.S. Treasury yields rising to multi-year highs. Federal Reserve officials maintain a hawkish stance, with Governor Barr stating that further tightening of policy may be necessary.

Due to the strengthening of the US dollar and hawkish remarks from Federal Reserve officials, market expectations for tightening monetary policy have increased, causing gold prices to decline within a range. The dollar has risen to a two-month high, making gold priced in dollars more expensive. Richmond Fed President Barkin stated that the threat of interest rate hikes and further increases in the future could suppress corporate inflation expectations.

The Gate contract POLYMARKET_USDT has strengthened in the short term, with a 24-hour increase of 44.51%, and the highest price in 24 hours reached 21.667 USDT.This contract was launched on Gate on April 13, 2026, at 20:00 (UTC+8), and has increased by 196.88% since its launch.

According to the Financial Times, the Federal Reserve and the Bank of England are strengthening their scrutiny of banks and trading companies' risk exposures.

The decentralized AI infrastructure project DGrid AI announced that its community-driven AI model evaluation platform DGrid AI Arena has launched the Points-to-$DGAI redemption mechanism. Users can earn points by participating in AI model evaluations and redeem them for $DGAI, further connecting user participation, model feedback, and ecological incentives.It is reported that since its launch, DGrid AI Arena has attracted over 570,000 users to participate in reviews, generating more than 2.5 million model evaluation votes. The platform employs an anonymous model battle mechanism, where users compare two sets of AI outputs and choose the better response, continuously accumulating evaluation data from real scenarios.DGrid stated that AI Arena is not only a model evaluation and community incentive platform but also the community intelligence layer within the DGrid AI ecosystem. By continuously gathering real user preference signals across different tasks, the platform can more accurately understand the performance of different models in specific scenarios, further optimizing model selection and routing mechanisms, making AI services more aligned with real user needs.Previously, DGrid AI's native token $DGAI has been listed on Binance Alpha and several exchanges such as OKX and Bybit, further promoting the ecological application and community participation of $DGAI.

Vietnam plans to issue licenses to the first batch of cryptocurrency service providers under a pilot legal framework in 2026, allowing the first digital asset platforms to begin operations. Nguyen Duc Chi, Deputy Minister of Finance of Vietnam, met with Mariana Kuhnel, Executive Director of the Austrian Financial Market Authority (FMA), in Vienna to discuss bilateral cooperation and the exchange of financial regulatory experiences.Vu Thi Chan Phuong, Chairwoman of the State Securities Commission of Vietnam, stated that the regulatory mechanism will cover service providers and investor transactions, focusing on risk management, investor asset protection, and anti-money laundering. Kuhnel proposed that both parties hold an online technical seminar and strengthen coordination through the International Organization of Securities Commissions (IOSCO).

According to Bloomberg, as the stock prices of companies holding cryptocurrency assets have significantly declined, retail and institutional investors are facing cumulative losses of about 50 billion dollars.Some investors are strengthening their scrutiny of governance issues such as employee compensation at related companies through shareholder actions to limit further losses.

On September 14, the Japanese stock market's real estate, retail, and IT service sectors performed actively. According to Gate platform's Japanese stock market data, Rand (8918) rose by 10.00%, currently reported at approximately 0.07 USD; Kobe Bussan (3038) increased by 6.35%, currently reported at approximately 21.00 USD; SHIFT (3697) saw an increase of 6.05%, currently reported at approximately 6.00 USD.

CryptoQuant analyst Darkfost posted on platform X, pointing out that the profit ratio of short-term Bitcoin holders (STH SOPR) has recently shown noteworthy changes. This indicator measures the profit realization of short-term holders who have held for less than 6 months, and it has now risen above 1, reaching approximately 1.01, marking the first time in over a year that it has entered the profit zone.Darkfost noted that during the last bear market, short-term Bitcoin holders remained in an average loss state for about a year, while the current level is significantly higher than the brief reaction in May of this year, indicating that the optimism among short-term holders is improving. A healthy market should not avoid profit-taking but rather needs to realize profits continuously and moderately, especially for short-term holders, who are the most active and sensitive group in the market. If the 30-day moving average of STH SOPR can maintain its position in the current area, it will be a very positive signal, as historically, every bull market has been accompanied by continuous profit realization from short-term holders.

CryptoQuant analyst Darkfost posted on platform X, pointing out that the profit margin of short-term Bitcoin holders (STH SOPR) has recently shown noteworthy changes. This indicator is used to measure the profit realization of short-term holders who have held for less than 6 months, and it has now risen above 1, reaching approximately 1.01, marking the first time in over a year that it has entered the profit zone.Darkfost noted that during the last bear market, short-term Bitcoin holders remained in an average loss state for about a year, while the current level is significantly higher than the brief reaction in May of this year, indicating that the optimism among short-term holders is improving. A healthy market should not avoid profit-taking but rather needs to realize profits continuously and moderately, especially for short-term holders, who are the most active and sensitive group in the market. If the 30-day moving average of STH SOPR can maintain in the current area, it will be a very positive signal, as historically, every bull market has been accompanied by short-term holders continuously realizing profits.

The Japanese yen has recently strengthened significantly against the US dollar, with the USDJPY exchange rate falling 1.4% to 156.4, continuing a 0.9% decline from Wednesday. The US Dollar Index (DXY) subsequently dropped 0.4% to 99.22, testing its 200-day moving average around 99.1. Against this backdrop, Bitcoin and gold have risen in tandem, contrasting with the traditional understanding that "a stronger yen usually triggers risk-off selling."Analysis indicates that the strength of the yen is beneficial for Bitcoin primarily because it has lowered the US Dollar Index, and a weaker dollar typically supports dollar-denominated assets and eases global financial conditions. However, if the yen's appreciation accelerates, this dynamic may quickly reverse. Over the past decade, traders have borrowed large amounts of cheap yen to make bullish bets on stocks, bonds, and even cryptocurrencies; a disorderly appreciation of the yen could trigger the unwinding of these positions, leading to risk aversion.The rapid appreciation of the yen has previously put pressure on Bitcoin, most notably during the yen carry trade unwinding in August 2024, when Bitcoin fell about 20% within a few days. Currently, traders are increasing their bets that the Bank of Japan will raise interest rates from 1% to 1.25% at the meeting on September 18, and it has been reported that US and Japanese authorities have previously intervened to support the yen, suggesting that there is little resistance to further strengthening of the yen.

The G20 finance ministers and central bank governors held a meeting in Asheville, USA, from August 31 to September 1, supporting the establishment of a clearer regulatory path for the growth of digital assets and including digital assets in the U.S. 2026 presidential agenda. The G20 stated that digital financial innovation can support broad economic growth, with the private sector playing an important role in driving relevant innovations.The meeting also highlighted global stablecoins, cross-border payments, and the extended operation of large payment systems as key topics, and supported the adoption of the ISO 20022 data standard. The G20 called on the Financial Action Task Force (FATF) to prioritize jurisdictions with significant virtual asset activities and to strengthen the enforcement of anti-money laundering standards. As of July, among the 149 jurisdictions assessed by the FATF, only 1 fully complied with the relevant standards, 34% were largely compliant, 43% partially compliant, and 22% non-compliant.

According to The Wall Street Journal, the U.S. Securities and Exchange Commission (SEC) has intensified its scrutiny of companies behind so-called Special Purpose Vehicles (SPVs). According to informed sources, SEC examiners have been requesting registered investment advisors to provide evidence that their SPVs actually own or hold shares in the private companies they claim.Some insiders have indicated that, ahead of the highly anticipated initial public offerings of SpaceX and Anthropic's planned listing, such funds have ramped up their marketing efforts, while complaints from investors have also increased, prompting regulators to decide to strengthen their scrutiny. According to one of the insiders, the SEC's current reviews typically include document requests, and some reviews also involve on-site interviews. The review process can last anywhere from several weeks to a year.

Bitcoin is currently hovering around the $78,000 mark, with a 24-hour decline of 0.04% and an increase of about 1% over the past week. The overall cryptocurrency market is under pressure due to the strengthening dollar and changes in interest rate expectations, with Solana and Dogecoin leading the decline at around 2%, followed closely by Hyperliquid and XRP; Ethereum, BNB, Zcash, and TRON are basically flat.Meanwhile, the yen has fallen below the 160 mark against the dollar and is trading near the Tokyo market. Market strategists believe that a further depreciation of the yen to around 161 could trigger intervention, while the 162 to 163 range may face stronger intervention pressure. Previously, after Federal Reserve Chairman Waller's speech in Jackson Hole, market expectations for rising U.S. interest rates have heated up, leading bond investors to start pricing in the possibility of a Fed rate hike, which in turn strengthened the dollar.This round of interest rate expectation repricing has previously led institutional funds to withdraw from Bitcoin ETFs. The market will focus on the monthly fund flows of Bitcoin ETFs.

Driven by the performance of technology stocks in the US market, multiple popular stock tokens on Gate gStocks have shown strong growth. According to the latest data from Gate, Nvidia (NVDAG/USDT) has seen a 24-hour increase of 3.49%, currently priced at $221.42; SpaceX (SPCXG/USDT) has risen 2.53% in 24 hours, currently at $141.36; Meta (METAG/USDT) has increased by 0.99% in 24 hours, currently at $576.43, with trading activity for related assets continuing to rise.Gate gStocks adopts a 1:1 full native stock reserve mechanism, where each tokenized security corresponds to an equal number of native stocks as underlying asset support. It supports 24/7 trading, unified account management, and a minimum investment of 1 USDT, along with fractional share trading. Users can participate more flexibly in global popular stock investments, achieving a one-stop allocation of digital assets and traditional securities. As the ecosystem of tokenized securities continues to enrich, Gate gStocks will keep expanding more quality stocks and ETF targets, providing users with a more diverse selection of global asset allocation options.

Zhao Changpeng stated at the "Bitcoin Asia 2026" conference in Hong Kong that Bitcoin itself does not weaken or strengthen government power; what truly matters is the choices made by the government. Historically, weak governments have sometimes led to better economic performance. For example, the U.S. government is relatively weak, yet it has created one of the strongest economies in the world; after the current SEC chairman relinquished some regulatory power, the industry actually experienced growth, while former chairman Gary Gensler's attempts to control everything stifled industry growth.He mentioned that Bitcoin, as a decentralized technology, allows individuals to have more sovereignty, but its privacy design has flaws, and on-chain transactions can be easily tracked; governments can choose whether to utilize these characteristics. For instance, declaring Bitcoin ownership illegal or imposing a 36% tax on every transaction would stifle industry development. The government may seem to have significant power, but a zero tax rate still results in zero revenue, while taxing a trillion-dollar market at 6% would yield substantial income.He also noted that most governments have relatively recognized Bitcoin, but many countries still lack a regulatory framework for cryptocurrencies. Among government officials, those who understand Bitcoin remain a minority, and in some countries, the older generation's dominance leads to a more conservative attitude. However, he does feel that a shift is occurring, despite some still holding the biased view that Bitcoin is primarily used by drug lords.