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According to Catcher Predict monitoring, in the Polymarket event "Bitcoin Breaks on September 9," the "Yes" option in the sub-market "78,000" experienced significant fluctuations in winning probability, soaring from 70.5% an hour ago to the current 86.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin Breakthrough on September 8" on Polymarket, the "Yes" option probability for the sub-market "78,000" experienced a sharp fluctuation, plummeting from 82.5% an hour ago to the current 66.5% (a fluctuation of 16%). Please note the impact of related breaking news.

Bitget has launched a new stock spot trading event, with a total prize pool equivalent to 50,000 USDT in rOKLO. The participation period is from September 7, 19:00 to September 14, 18:59 (UTC+8).During the event, users who complete designated rToken trading tasks will receive chances to enter a blind box lottery. Rewards include cash vouchers for rOKLO ranging from 0.04 to 50, with a maximum of 60 blind boxes available per day and a winning rate of 100%.The event also features a trading volume ranking competition, where the top 50 cumulative trading volumes can share 350 rOKLO, with the 1st place receiving 50 rOKLO.

KB Securities warned that the inventory of memory semiconductors at Samsung Electronics and SK Hynix has fallen to less than 10 days of supply, and the available supply next year will be significantly insufficient. The agency reported on Monday that investment in artificial intelligence infrastructure is expanding at an unprecedented pace, leading to a severe supply shortage in the memory chip market. A key factor is the transition to HBM4, which requires about three times the wafers of traditional DRAM, and limited wafer capacity will reduce the available capacity of traditional DRAM.KB Securities expects that next year, the demand for DRAM and NAND will exceed supply by more than 10 percentage points. Research director Kim Dong-won stated that artificial intelligence servers will consume HBM, server DDR5, and enterprise-grade solid-state drives, potentially leading to a historic shortage. Global hyperscale data center operators have raised their expectations for artificial intelligence infrastructure investment next year to $1.3 trillion, a 60% increase from the previous year. The agency anticipates that memory semiconductors will account for 57% of total investment in artificial intelligence infrastructure next year, up from 14% last year, with TrendForce estimating this ratio could reach as high as 68%. Samsung Electronics' stock price has dropped nearly 28% from its peak, while SK Hynix has fallen nearly 40%.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin Breakthrough on September 7" on Polymarket, the probability of the "Yes" option in the sub-market "80,000" has experienced severe fluctuations, plummeting from 66.5% an hour ago to the current 48% (a fluctuation of 18.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "Bitcoin breaks on September 6," the winning probability of the sub-market "80,000" for the "Yes" option has experienced severe fluctuations, plummeting from 46.5% an hour ago to the current 26.5% (a fluctuation of 20%). Please note the impact of related breaking news.

Serenity posted a reminder that the fundamentals of storage shortages have not changed and may even become more acute. The market will shift from one bottleneck sector to another, but the companies themselves remain unchanged; what changes are the valuations and narratives. Serenity added several pieces of evidence suggesting that the storage supply-demand gap may be worse than the market expects: Nikkei reported that Japanese distributors claim the storage demand gap has reached 40% to 60%, and prices may rise by about 50% by the end of the year; SpaceX has not accounted for the approximately $1.3 trillion capital expenditure from ultra-large cloud providers, and total spending may exceed expectations; SanDisk's expected gross margin of 80% is expected to be maintained until 2030; and order visibility for companies like Samsung has extended to 2031.Serenity emphasized that storage stocks are highly volatile, with some of its positions showing unrealized gains of over 270%, making them easier to hold. However, the company's operational fundamentals and short-term stock prices often do not align. The same logic applies to other bottleneck areas such as optical modules, CW lasers, and substrates; after a rebound in stock prices, there is no need to assume that shortages have ended. Storage prices and supply-demand structures remain tight, and market sentiment and valuation narratives are rapidly rotating.

According to the information released by the SEC, Robinhood (HOOD) Chief Brokerage Officer Steven M. Quirk sold 24,416 shares of the company's stock on September 3 at an average price of $120.33 per share, totaling approximately $2.9379 million. After the transaction, his direct holdings decreased to 77,839 shares. Meanwhile, GC Daniel Martin Jr sold 10,000 shares of the company's stock on the same day at an average price of $122.43 per share, totaling approximately $1.2243 million. After the transaction, his direct holdings decreased to 509,943 shares.

According to Catcher Predict monitoring, in the event of "Bitcoin breaking through on September 4" in the Polymarket prediction market, the probability of the "Yes" option in the sub-market "80,000" has experienced severe fluctuations, dropping from 89.5% an hour ago to the current 47.5% (a fluctuation of 42%). Please note the impact of related breaking news.

Coinbase posted on the X platform stating that the company is working to launch single-stock perpetual contracts in the United States. This week, Coinbase has submitted notification registration documents to the SEC for its derivatives exchange and brokerage and will work closely with the SEC and CFTC to bring more major financial products to the U.S. market.

Several mainstream overseas AI services encountered issues tonight. Claude has already experienced two rounds of failures this evening. Sonnet 5 started showing errors at 20:37 Beijing time and announced recovery at 20:56; half an hour later, Anthropic reported a larger scope of multi-model error rate increase, affecting Mythos/Fable 5.1, Mythos/Fable 5, as well as Opus 5, 4.8, and 4.6. claude.ai, Claude API, Claude Code, and Claude Cowork are still in a partial failure state.Subsequently, Grok also went down. xAI marked Grok Web as "outage" from 21:30 Beijing time, and recovery has not yet been announced.Now OpenAI has also joined the list of failures. At 22:58 Beijing time, the OpenAI status page added an incident for "increased error rates for ChatGPT and Codex," stating that they are investigating the issue.

According to monitoring by Catcher Predict, in the event "Bitcoin Breakthrough on September 4" on the prediction market Polymarket, the "Yes" option in the sub-market "78,000" experienced a sharp fluctuation in winning probability, soaring from 68.5% an hour ago to the current 89% (a fluctuation of 20.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "Bitcoin Breaks on September 3" on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "78,000" has experienced significant fluctuations, soaring from 23.5% an hour ago to the current 42.5% (a fluctuation of 19%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "Bitcoin breaks on September 2," the "yes" option in the sub-market "78,000" experienced a sharp fluctuation in winning probability, plummeting from 37.5% an hour ago to the current 15.5% (a fluctuation of 22%). Please note the impact of related breaking news.

Elon Musk, founder of xAI, posted on X that Grok 4.7 will be released in 10 days.

According to the news released by the X platform robot account "Grok," a large number of accounts are currently experiencing unsolicited X password reset emails, with attackers using publicly available usernames to trigger password reset forms in bulk. There are currently no confirmed signs of systems being breached or large-scale account takeovers.Grok recommends that users enable "Password Reset Protect" (Path: Settings and privacy > Security and account access > Security) and also enable two-factor authentication (2FA), while ignoring related emails and avoiding clicking on any links.

Gate US's wholly-owned subsidiary Gate Futures LLC has completed the independent introducing broker registration with the Commodity Futures Trading Commission (CFTC) and has officially become a member of the National Futures Association (NFA).

According to CoinDesk, Japanese financial giant SBI Holdings plans to acquire a 20% stake in Indonesian online brokerage Ajaib Group for $270 million by the end of this month to expand the circulation of its yen stablecoin JPYSC in Southeast Asia and utilize blockchain technology to build cross-border settlement infrastructure.Ajaib provides a foothold for SBI to enter the Indonesian market. Indonesia is one of the largest retail investment markets in ASEAN, with over 20 million retail investors and an estimated retail market size of $375 billion. Ajaib operates online brokerage, forex margin trading, cryptocurrency, and asset management businesses in Indonesia, and this $270 million deal is also the largest tech financing in Indonesia in years.SBI Chairman and President Yoshitaka Kitao stated that in the era of tokenization, the importance of global digital asset infrastructure is becoming increasingly prominent. This investment is part of SBI's strategy in Southeast Asia, having previously acquired Singapore cryptocurrency exchange Coinhako for about $100 million and invested in Singapore digital securities trading platform DigiFT. The Japanese government has also recently announced plans to build blockchain infrastructure for stocks and government bonds, with the expectation of launching 24/7 on-chain settlement in the early 2030s.

A fire broke out at the Afipsky Oil Refinery in southern Russia after a drone attack at night. The governor of the Krasnodar Krai stated that local emergency services are handling the fire.Ukrainian actions have led to Russian oil processing volumes dropping to multi-year lows, exacerbating fuel supply pressures. The Afipsky Oil Refinery is owned by ForteInvest, with a crude processing capacity of approximately 180,000 barrels per day.