nom

According to BBX data, last weekend, global asset management giants, traditional financial groups, and listed treasury departments disclosed the latest official updates on cryptocurrency asset allocation, licensing access, and merger adjustments. The core information is as follows:BlackRock ETF increased its holdings of BTC and ETH by over $1.1 billion in two days: On-chain data tracking shows that the world's largest asset management giant BlackRock's ETF address has continuously accumulated large amounts over the past two days, purchasing a total of 11,098 Bitcoins (worth approximately $852 million) and 132,769 Ethereum (worth approximately $316 million), with the total net purchase amount of these two core cryptocurrency assets exceeding $1.168 billion in a single day.Nomura's Laser Digital Japan approved for cryptocurrency trading license in Japan: Laser Digital Japan, the digital asset subsidiary of Japan's top financial group Nomura Holdings, has officially completed the registration procedures for cryptocurrency trading operators, with registration number Kanto Financial Bureau No. 00032. This is the first new exchange to successfully obtain this registration in Japan since 2022, nearly four years ago. The cryptocurrencies supported for trading on the platform initially include Bitcoin (BTC), Ethereum (ETH), Ripple (XRP), Bitcoin Cash (BCH), Litecoin (LTC), and SHIB, totaling six assets.Adam Back's BSTR terminates business merger agreement with Cantor: BSTR Holdings, the Bitcoin treasury company founded by Adam Back, announced that it has amicably agreed with Cantor Equity Partners I (NASDAQ: $CEPO) to officially terminate the SPAC business merger agreement signed on July 16, 2025. BSTR's official statement pointed out that Bitcoin and publicly listed Bitcoin treasury tools currently face significant market pricing pressure, and macro misalignment has limited the effective implementation of leveraged strategy tools such as convertible bonds and perpetual preferred stocks; however, the company firmly believes that as the market stabilizes, opportunities for Bitcoin treasury allocation and leveraged investments in the public capital market will re-emerge.

The Secretary of the Supreme National Security Council of Iran, Rezaei, stated that if the economic war continues, not a drop of oil will be exported from anywhere in the Strait of Hormuz and the Persian Gulf.Iran will consider any country that participates in or supports the economic war against the Iranian people as an act of war.

Strategy Executive Chairman Michael Saylor posted on the X platform, stating that the most profound innovation of Bitcoin is its ability to convert economic energy into digital form and securely bind it to individuals, families, businesses, machines, and even nations.Michael Saylor pointed out that Bitcoin is not only a digital asset but also a brand new mechanism for value storage and economic coordination, allowing wealth to be preserved in digital form for the long term and verified and transferred globally. Bitcoin achieves secure control over digital value through decentralized networks and cryptographic technology, providing individuals and organizations with a form of economic asset that does not rely on traditional financial systems.

According to Blockworks data, Hyperliquid Builder Codes reached a nominal trading volume of approximately $989.4 million on August 21, setting a new historical high. Among this, perpetual contracts accounted for about $983.9 million, spot trading for about $5.408 million, and the result market for about $66,000. On the same day, the number of traders was approximately 39,982, and Builder revenue totaled about $781,600, also reaching a recent high.In terms of revenue contribution, MetaMask contributed about $142,600, Phantom about $114,300, Trust Wallet about $86,900, followed closely by Invo, Based, fomo, and others.

Polygon co-founder Sandeep Nailwal stated that in response to community calls, the team is advancing a proposal for staking and tokenomics reform. He revealed that Polygon's revenue has achieved a tenfold increase this year, delivering 5k TPS and a 25% reduction in block time, and is now moving towards a block time of less than 1 second, making it the right time for stakers to receive their rightful share.Key points of the proposal include: launching native staking similar to L1 on Polygon PoS, which can run in parallel with Ethereum staking; the priority fee for each transaction will flow to POL stakers (PIP-85 has been approved, and native staking will simplify implementation); staking rewards are expected to nearly double, supported by real network fees rather than inflation; staking POL may earn additional incentives such as discounted Gas fees; sPOL will maintain liquidity and can be used in DeFi. Polygon Labs will write the code and submit the proposal for community forum review.

Tesla announced that it will hold the Cybercab launch event in Austin, Texas, USA on September 3, 2026. In April of this year, Tesla's autonomous electric vehicle Cybercab officially went into production in North America. The vehicle is powered by AI and does not require a steering wheel, pedals, or rearview mirrors.

The Central Cybersecurity and Informatization Commission issued the "Action Plan for Promoting High-Quality Development of Internet and Information Enterprises (2026-2030)."It mentions strengthening the construction of cyber rule of law. Actively carry out forward-looking research on legislation in the field of internet and information. Accelerate the legislative process in emerging areas such as artificial intelligence, anti-cyber violence, digital economy, online platforms, and blockchain.Promote the revision of the "Internet Information Service Management Measures," improve the legal system for internet information service management, "self-media" management, and algorithm governance. Advance the formulation of the Telecommunications Law, Cybercrime Prevention Law, and Cybersecurity Level Protection Regulations, and improve the supporting regulations for the "Regulations on the Protection of Minors Online" and "Regulations on the Management of Cyber Data Security."Standardize administrative inspections involving internet and information enterprises, minimizing interference with the normal production and operational activities of internet and information enterprises. Improve supervision and law enforcement measures that adapt to the new characteristics of internet development governance, and severely crack down on illegal and irregular activities online.

Recently, Peter McCrory, the head of economics at Anthropic, explained the AI unemployment paradox. He pointed out that AI capabilities have significantly improved, raising reasonable questions about why there has not yet been a noticeable impact on unemployment rates. The U.S. Business Trends and Outlook Survey shows that about one-fifth of U.S. businesses use AI to some extent, and productivity growth in the U.S. has strengthened in recent years, some of which may be related to AI.McCrory stated that the unemployment rate in the labor market is still close to the full employment level identified by the Federal Reserve, and even deep data analysis makes it difficult to draw clear conclusions about the impact of AI. The basic judgment is that so far, AI has shown characteristics of skill-biased technology, automating certain work processes while complementing and amplifying the professional skills that rely on human participation, thereby creating maximum value in human-machine collaboration.

U.S. Treasury Secretary Becerra stated that a press conference will be held next Monday to discuss actions related to the economic sanctions on Iran. The maximum economic pressure regarding Iran means that military action is unlikely to be restarted. The oil market has misunderstood the implications of economic pressure.

Cronos Labs CEO Ryan Wyatt posted that the token economics of CRO need to be re-evaluated. In the coming months, the team has a lot to discuss and plan. In particular, the buyback and burn mechanism corresponding to Cronos App revenue, community burns, and other related arrangements.These topics have been included in the project's Q4 roadmap, and the complete plan will be gradually announced at that time.

A notional value of $1.82 billion in crypto options will expire tomorrow, of which the notional value of BTC options is $1.57 billion, with a put/call ratio of 0.65 and a maximum pain point of $66,000; the notional value of ETH options is $250 million, with a put/call ratio of 0.77 and a maximum pain point of $1,950.

AI economic infrastructure NeoSoul announced the completion of a $11 million Pre-A round of financing, with participation from MH Ventures, Amber Group, ArkStream Capital, 0G Foundation, Kirin Capital, CatcherVC, and New Oak International.NeoSoul stated that it will further develop NeoTrade, strengthening trading infrastructure to build underlying facilities for AI entities to participate in economic activities on a large scale.

Uber launches Baidu's fully driverless Apollo Go in Dubai, marking the birth of the world's first multi-party cooperative autonomous driving network.

U.S. President Trump announced the most severe economic sanctions against Iran in history, stating that this will be an unprecedented economic war and isolation.

Arthur Hayes posted that the FLOP white paper has not yet been released because the team is still communicating with relevant stakeholders to ensure that the final solution is robust enough in terms of technical design and token economics. The team chose to announce FLOP in advance to gather more feedback.It is expected that starting next week, simple yet informative charts will be released to introduce the token economics design of FLOP.ChainCatcher previously reported that BitMEX co-founder Arthur Hayes announced his "comeback" as the head of Flop Labs, launching the token FLOP aimed at AI Agents, positioned as "fuel for AI agents."Hayes stated that FLOP will adopt a distribution model with no pre-sale, no venture capital institutions, and a 100% fair launch. The project team expects to conduct a large-scale airdrop in the fourth quarter of this year and to initiate the genesis block in the first quarter of 2027.

AWS announced that the Amazon Bedrock AgentCore payments service is officially fully available (GA). This service collaborates with Coinbase and Stripe, enabling AI agents to autonomously pay for paid APIs, MCP, and content services with just a few lines of code. AgentCore payments integrates Coinbase and Stripe Privy wallets, supporting small transaction payments in USDC stablecoin. Users can recharge the agent wallet and authorize the agent to spend using credit cards or USDC.The service supports the x402 protocol and MPP protocol, with a new "upto" payment scheme that allows agents to set spending limits instead of fixed prices, enabling dynamic billing based on actual reasoning usage. It includes built-in payment session limits (maximum spending per interaction and expiration time), which will be rejected if exceeded, and integrates AgentCore Observability to provide visual dashboards for transaction audit logs, success rates, and average transaction values.Related features have been integrated with CDNs such as Amazon CloudFront and Cloudflare, and clients such as Anchor Browser, SpreadX, and Travala are already using this service. AgentCore payments is now available in multiple regions, and developers can integrate it through the console, CLI, and open-source frameworks like LangGraph and OpenClaw. The launch of this service is a key step in the evolution of AI agents from "reasoning and action" to "autonomous transactions."

Nomura Securities has initiated coverage on Yushu Technology, assigning a valuation of 25 times the 2027 sales multiple, expecting revenue growth rates of 101% and 144% for the fiscal years 2027 and 2028, respectively, with a compound annual growth rate of approximately 122% from 2026 to 2028. The research report highlights two major investment theses: the full-stack mechanical design and self-developed hardware provide Yushu with structural cost advantages, with outsourced components accounting for only 10% to 20% of total costs, and gross margins increasing from 44% in the fiscal year 2022 to 60% in the fiscal year 2025; rapid product iteration allows Yushu to repeatedly lead the industry into new application scenarios, launching four humanoid product series within 26 months.The report also notes that on July 28, 2026, the U.S. FCC included it in the Covered List, and while authorized models can still be sold, new models under development will face restrictions, constituting structural entry constraints. Currently, 73.6% of humanoid robot revenue still comes from research institutions, and catalysts for growth in new terminal markets remain scarce. Nomura suggests paying attention to the progress of the "brain"—the commercialization of WVLA2.0 and the industrial deployment of UnifoLM-X1-0, which may be key to unlocking new application scenarios. The views expressed in this research report are those of Nomura Securities and do not constitute investment advice.

BitMEX co-founder Arthur Hayes recently published a response to the skepticism surrounding his simultaneous bearish stance on the AI bubble while investing in AI crypto projects. Hayes stated that the so-called bubble is mainly reflected in the debt issued for building data centers, as well as the stock valuations of unprofitable hyperscale cloud vendors and cutting-edge laboratories, rather than the AI technology itself.He emphasized, "Price is what you pay, value is what you get," and expressed his 100% belief in the agentic economy. Hayes pointed out that the surplus computing power formed through borrowed funds has actually reinforced his optimistic logic regarding his project Flop Labs.