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0G launched Compute Finance (ComFi) on September 21, and introduced the liquid staking product Ascend, while also announcing that the computing power-based digital asset Infinite AI (iAI) will be launched on September 29. Users can stake 0G to receive a0G, use a0G to mint iAI, and then stake eligible iAI to earn computing power points, which can be used for supported 0G AI products such as 0G Private Computer.According to the initial parameters, eligible staked iAI can earn computing power points daily, with a calibrated use value exceeding 1 dollar in supported 0G AI services. When 0G Private Computer goes live, it will connect to over 130 AI models. Computing power points are only used for eligible AI services and do not constitute cash, cash equivalents, or any guaranteed financial returns. iAI is also expected to be launched on 0G's agent and token issuance platform Comfy.fun.

According to Bitcoin Magazine, Matthew Sigel, the head of digital asset research at asset management company VanEck, stated in an interview with CNBC that quantum computing poses a risk to Bitcoin, but the community has recognized the seriousness of the issue. He pointed out that due to the decentralized nature of the crypto network, progress in addressing this issue may be slow, but the community is advancing related work.Sigel said, "This is a risk, but the community has already recognized the scope of the problem, and a large number of talents have gathered and proposed a framework for upgrading the system." He added, "Upgrades will not happen quickly because no CEO can tell developers 'do it now.' The governance process takes more time, and the process is more complex, but there are technical paths to achieve quantum resistance, and you will see more related progress in the coming years."Currently, quantum computers still have error rate issues and cannot crack Bitcoin's encryption algorithms. Some Bitcoin developers have begun testing quantum-resistant signatures on real-time sidechains. Coinbase plans to build a post-quantum signature pipeline using secure enclaves and threshold cryptography, and the Bitcoin Security Alliance, composed of BlackRock, Fidelity Digital Assets, Block, and others, is also supporting proposals like BIP-360 to reduce long-term quantum computing risks.

The general AI computing power chip unicorn EVAS Intelligence announced the completion of a new round of financing, amounting to nearly 2 billion yuan, with a post-investment valuation estimated to be close to 15 billion yuan.This round of financing brought together over 20 investment institutions, including Huatai Innovation, Zhongding Capital, SMIC Juyuan, Jiuan Medical, Renai Capital, Tongfu Microelectronics, Saiyi Industrial Fund, Heli Capital, Xinxin Leasing, Hengxu Capital, Shangqi Capital, Jiangguang Zhanlu, and Rongyi Capital. EVAS Intelligence mainly provides efficient and scalable AI computing acceleration solutions, promoting the widespread application of AI technology across various industries.

According to The Wall Street Journal, AI computing infrastructure startup Crusoe has completed a $3.9 billion Series F funding round, with a post-money valuation of approximately $30.9 billion. This round of financing was co-led by Atreides Management, Valor Equity Partners, and Mubadala Investment, with participation from Founders Fund, TPG, and the Qatar Investment Authority (QIA).Founded in 2018, Crusoe initially provided services for cryptocurrency miners and later shifted to AI computing infrastructure. It spent two years building a large AI data center in Abilene, Texas, to provide computing power for OpenAI and Microsoft. The company is currently transitioning to producing compact data centers named "Spark," loading prefabricated facilities onto trucks and deploying them to locations with excess power to more quickly meet the demand for AI inference computing power.

According to Slow Fog's disclosure, Core Lightning (CLN) has an experimental feature vulnerability that may put user funds at risk. Core Lightning's official statement indicates that they are investigating the vulnerability and recommend that all nodes with experimental features enabled immediately disable them and wait for a patch. High-risk options include --experimental-dual-fund, --experimental-splicing, and --experimental-peer-storage.Slow Fog stated that similar issues were fixed in August, where remote peers could specify arbitrary or even zero fees in channel opening or fund adjustment protocols. Local nodes would sign and write to the database without additional verification, potentially forcing nodes to incur abnormal fees or even trigger a crash loop, leading to long-term offline status for the nodes.Node operators are advised to immediately disable or remove all experimental parameters; do not completely shut down the nodes, but use offline mode to retain on-chain monitoring capabilities to prevent peers from forcefully closing channels while the node is offline; verify signatures after the official patch is released before upgrading, and be cautious of fake patch links shared by impersonating official accounts.

The South Korean Deputy Prime Minister stated on Wednesday that South Korea must continue to advance artificial intelligence development without pause or delay, clearly expressing its stance in the global discussion about the pace of this technology's development.South Korea is home to memory chip companies such as Samsung Electronics and SK Hynix, and is also one of the main beneficiaries of the artificial intelligence data center boom, with related demand driving vigorous procurement of the country's semiconductors and hardware. The country's population is approximately 52 million, and it cannot slow its progress in the direction proposed by Anthropic and OpenAI leaders, as suggested by American artificial intelligence model developers.

According to Digital Assets, South Korea's Deputy Prime Minister and Finance Minister nominee Lee Hyeong-jin stated at a parliamentary hearing that taxing virtual assets poses a relatively small burden for most investors and is not expected to have a significant impact on the market.Data shows that about 95% of investors hold assets of less than 5 million Korean Won; when the acquisition cost cannot be proven, 50% of the income can be considered necessary expenses, plus a basic deduction of 2.5 million Korean Won, resulting in a limited actual tax burden for small investors.

Liquid Compute founder Ronit Jain announced that the company has completed a $15 million seed round financing and has submitted applications for Designated Contract Market (DCM) and Derivatives Clearing Organization (DCO) qualifications to the U.S. Commodity Futures Trading Commission (CFTC) to build the first regulated order book for trading cash-settled and physically delivered computing power contracts.The company stated that computing power has heterogeneous and non-storable characteristics, similar to electricity rather than oil. Its path is to first build an efficient short-term market, then support a cash-settled derivatives layer, operating similarly to PJM or ERCOT. In recent months, Liquid Compute has collaborated with financial institutions such as Susquehanna International Group, BGC Group, and Wintermute to provide liquidity for AI startups, neocloud providers, and lenders through OTC trading.This round of financing was co-led by Chemistry and FirstMark Cap, with participation from K8 Cap, Night Capital, UFO Holdings, TrueBridge CP, Brainchild Holdings, Y Combinator, and angel investors from companies like Dmitry Balyasny, CoreWeave, Jane Street, and OpenAI.

According to an analysis by The Information, Anthropic has committed to cloud, chip, and data center deals, with costs potentially reaching $517 billion, primarily over the next decade. This is nearly three times its earlier prediction of $180 billion for server leasing by 2029, although the new estimate covers a longer time frame and a broader range of spending categories.Since October, Anthropic has signed agreements for at least 14.8 gigawatts of computing capacity, in addition to the 1 to 2 gigawatts previously obtained. Amazon and Google account for 11 gigawatts, with estimated costs exceeding $300 billion, approximately over ten years. Other partners include Microsoft, SpaceX, Lambda, and Nscale.Anthropic CEO Dario Amodei urged AI labs to "pace the frontier," with demand for Claude Code and Cowork driving the company to acquire more computing power.

NVIDIA (NVDA.O) expands the open-source CUDA-Q platform for fault-tolerant quantum computing.

According to Bloomberg, AI computing network manufacturer Ligent Technologies Inc. plans to conduct an IPO in Hong Kong, intending to issue 172 million shares at an offering price of HKD 32.96 per share, raising up to HKD 5.7 billion (approximately USD 727 million) in total.The company is headquartered in San Jose, California, USA, and has a Chinese background. The stock is expected to officially list for trading on September 22.

The Shanghai Financial Regulatory Bureau issued opinions on promoting the quality and efficiency of technology finance in Shanghai's banking and insurance industries. This includes leveraging new technologies such as artificial intelligence to innovate and empower technology finance, encouraging qualified financial institutions to build enterprise-level artificial intelligence platforms, and comprehensively utilizing digital technologies such as big data, blockchain, the Internet of Things, and quantum computing to empower product research and development, business decision-making, risk management, and other aspects, thereby enhancing the intelligent operation level of technology finance.Support financial institutions in strengthening the innovation of technology enterprise evaluation mechanisms, shifting from a traditional focus on financial indicators to an emphasis on innovation capabilities, relying on databases in the field of technology finance, making good use of "Shanghai Science Points," and constructing a dedicated evaluation system for technology finance to accurately portray technology talents and technology-based enterprises, accelerating the development of suitable technology finance products.

According to The Information, Anthropic has reached a $13.7 billion computing power agreement with Rum Group, which is associated with Trump.

Elon Musk stated that he is confident that SpaceX will deploy the NVIDIA VR NLV72 artificial intelligence computer in space next year.

Arthur Hayes posted on the X platform that, aside from AI safety risks, if companies like Anthropic, OpenAI, and SpaceX no longer act as buyers of computing power, the U.S. government may need to take on that role; another scenario is that if the demand for computing power disappears, leading to defaults on related AI debts, the Federal Reserve may need to "print money" to rescue the insurance institutions holding those debts. Hayes stated that regardless of which option is chosen, it will ultimately need to be resolved through monetary expansion, jokingly referring to this situation as "Yachtzee."

According to the Science and Technology Innovation Board Daily, at the Pujiang Innovation Forum results release conference focused on the integration of science and industry, Jin Xianmin, the founder of Turing Quantum, officially launched the TuringQ Gen3 large-scale chip-level scalable optical quantum computer, which is the world's first cabinet-level chip-scale scalable optical quantum computer.The TuringQ Gen3 is equipped with a high-speed programmable thin-film lithium niobate optical quantum chip, integrating core modules such as quantum light sources, programmable optical quantum processing chips, single-photon detection, and quantum-classical heterogeneous computing. It supports single-chip calculations with tens of thousands of photons and millions of modes, achieving chip-level quantum superiority verification, and will explore directions in AI such as world models. Recently, Turing Quantum has obtained registration for listing guidance and plans to IPO on the A-share market, with Guotai Junan as the guiding institution.

According to Bloomberg, Jon Cunliffe, the former Deputy Governor for Financial Stability of the Bank of England, has joined the blockchain payment company Fnality and will serve as the Chairman of its UK entity. Jochen Metzger, the former Director General for Payment and Settlement Systems of the German central bank, has been appointed as a member of the Supervisory Board of Fnality Europe and is expected to serve as its Chairman; Ron Berndsen, the former Head of Supervision and Head of Market Infrastructure Policy at the Dutch central bank, will also join the Supervisory Board.Fnality operates a wholesale payment system that allows banks to settle debts using central bank currency balances. Its pound sterling system, regulated by the Bank of England, went live in 2023 and is currently seeking regulatory approval to launch versions in US dollars and euros. Fnality states that the system is designed to support the tokenized trading of traditional assets such as stocks and bonds, enabling the synchronized flow of securities and payment funds across interconnected digital networks, thereby shortening settlement times and supporting round-the-clock trading. Fnality was established in 2019, with investors including major financial institutions such as Goldman Sachs, UBS Group, Santander Bank, Bank of America, and Citigroup.

Liquid Compute CEO Ronit Jain published an article introducing the hedging of computing power prices. Purchasing computing power, holding GPUs, or lending based on this has exposed them to computing power price fluctuations. Hedging is a cash-settled contract that locks in future prices against an index without the need to transfer GPUs.Companies can buy forwards to fix the cost of next year's capacity as a budget item while still being able to purchase from any supplier. Neocloud can sell forwards to convert uncontracted hours into fixed cash flow, making it easier for lenders to provide loans based on this. Regarding the residual value of sale-leaseback, recent forwards can be rolled over when entering a tradable range, or put options can be bought on forwards, with more liquid near-term options available to pay for the option premium.Hedging locks in prices rather than quantities, and does not completely match actual rates, nor is it free: it requires giving up favorable price movements or paying option premiums. Legally, it usually requires signing an ISDA Master Agreement with the counterparty, obtaining permission for the settlement index, and determining the ratio of hedging exposure.