september

According to CCTV Finance, Suiruan Technology will launch online subscription on the Shanghai Stock Exchange's Science and Technology Innovation Board on September 2, with the stock code 688801 and online subscription code 787801. It plans to issue approximately 43.04 million shares, accounting for 10% of the total share capital after issuance, raising 6 billion yuan for the research and development of fifth and sixth generation AI chips and collaborative projects for artificial intelligence hardware and software.Suiruan Technology, along with Moore Threads, Muxi Co., and Birun Technology, is collectively known as the "Four Little Dragons of Domestic GPUs." The other three companies have already gone public, with their closing price increases on the first day of listing being 425.46%, 692.95%, and 75.82%, respectively. Suiruan Technology's revenue for 2023 to 2025 is projected to be 301 million, 722 million, and 990 million yuan, with a three-year compound growth rate of 81.32%.

The Solana community plans to meet in November during the Scale or Die event. Creech stated that with the aforementioned upgrades being implemented, "Solana development will be different."

According to Jinshi reports, the main theme of this week's market is dominated by changes in expectations regarding Federal Reserve policy. After Federal Reserve Chairman Waller's speech on Friday, the dollar quickly surged, closing at 99.69, up 0.85% for the week. Against the backdrop of rising U.S. Treasury yields and a stronger dollar, gold faced overall pressure, falling 3.24% for the week; spot silver dropped 3.82% this week.Here are the key points the market will focus on in the new week (all in Beijing time): Monday is pending, the G20 finance ministers and central bank governors meeting will be held until September 1; Tuesday at 17:00, Eurozone August CPI data; Eurozone July unemployment rate; Tuesday at 22:00, U.S. August ISM Manufacturing PMI, U.S. July JOLTs job openings, U.S. July construction spending month-on-month; Tuesday is pending, the 2026 SCO member states heads of state council meeting will be held; Wednesday at 20:15, U.S. August ADP employment change; Wednesday at 22:00, U.S. July factory orders month-on-month; Thursday at 02:00, the Federal Reserve will release the Beige Book on economic conditions; Thursday at 16:00, Eurozone August Services PMI final value; Thursday at 17:00, Eurozone July PPI month-on-month; Thursday at 20:30, U.S. initial jobless claims for the week ending August 29, Federal Reserve Governor Waller will be interviewed; Friday at 03:00, 2026 FOMC voting member Harker will deliver an opening speech at the "Federal Reserve Community" event; Friday at 20:30, U.S. August unemployment rate, U.S. August seasonally adjusted non-farm payrolls, U.S. August average hourly earnings year-on-year and month-on-month.The highlight of next week's data will be the U.S. August employment report on Friday. This report is the last employment data before the September 16 interest rate meeting and is a key window to assess the policy path after Waller's hawkish stance. Previously, Nvidia's strong performance and an expected revenue growth of about 70% for the next fiscal year have reignited enthusiasm for AI trading. Dell (DELL.O) will release its second-quarter earnings report after the market closes on Tuesday (September 1), with the market expecting an adjusted earnings per share of $4.91, more than doubling from the same period last year. Broadcom (AVGO.O) will release its third-quarter earnings report for fiscal year 2026 after the market closes on Wednesday (September 2).

The Neutrl team stated that issues have been found with the positions held in the strategy, affecting the liquidity of part of the protocol's reserves. In the interest of users and after consulting legal advisors, the relevant smart contracts have been swiftly paused. This incident is not due to a smart contract vulnerability, hacking attack, or code defect.The protocol currently holds approximately $27 million in available liquid assets and continues to hold other positions and related gains and losses in the strategy, which cannot be immediately liquidated. The team cannot confirm the timing, amount, or recovery value of these positions. Liquidation and recovery of the remaining positions will take a long time, and the recovery amount or timing cannot be confirmed at this moment.In response to the liquidity needs of some users, Neutrl will open an early redemption mechanism for NUSD and sNUSD holders, which will be fairly treated for all holders based on legal advice. Complete details will be announced before the redemption begins, with a target for early September, depending on the deployment of the new redemption contract, independent audits, and legal financial reviews, and the timing may vary. The team advises against trading NUSD or sNUSD for the time being.

StoneX market analyst Fawad Razaqzada stated that Waller's speech on Friday night was considered quite hawkish. Waller mentioned in his forward guidance what the market expected him to say, namely that he does not believe in forward guidance, thus refusing to pre-commit to a rate hike in September. However, this did not stop the market from speculating that a rate hike might indeed be back on the table. Regarding inflation, Waller stated that anti-inflation remains a clear priority and elaborated on this in some detail, but he also added that he is confident that core inflation is moving towards the Federal Reserve's target.Overall, his speech was more hawkish than the market had anticipated. During Waller's speech at Jackson Hole, the market significantly repriced the September Federal Reserve decision, with the probability of a 25 basis point rate hike jumping from 30% to about 50%. Before the September Federal Reserve meeting, there will also be a non-farm payroll report and a CPI inflation report, along with some minor data releases. Under the new chair's leadership, the Federal Reserve has become more data-dependent. Given that the recent U.S. employment reports have consistently fallen short of expectations, and by a significant margin, any further signs of weakness could severely undermine market expectations for a rate hike in September.

Coinbase will suspend trading for Badger DAO (BADGER) and Storj (STORJ) on September 29 at 02:00. Currently, the order books for both assets have switched to limit-only mode, allowing users to place orders, cancel orders, and possibly execute trades. After the trading suspension, BADGER and STORJ assets will still be accessible and support withdrawals.

HyENA announced that it will cease operations and close all markets, with user funds unaffected. The official statement indicated that HyENA was built on the Hyperliquid HIP-3 standard and Ethena's USDe, allowing traders to earn profits while using USDe as margin for trading perpetual contracts, processing a cumulative trading volume of over $4 billion, serving more than 12,000 traders, and distributing nearly 2.5 million USDe rewards to margin users.The official statement noted that with the further alignment of Hyperliquid and USDC, the development space for USDe margin on the platform has changed, leading to the decision to terminate HyENA. Markets will be delisted in the order of one market per hour from August 31 to September 2, with positions automatically settled at the final marked price, and margins returned to the spot balance. HLPe deposits can be claimed at a 1:1 ratio along with accumulated rewards and withdrawn via Upshift, with the final reward distribution date set for August 27 and the final affiliate commission payment date on September 9.Additionally, the Ethena exchange reward program ended in June 2026, and HyENA points will remain in their final state, with no snapshots, conversions, or distributions taking place, and they hold no monetary value. The official emphasized that HyENA has no tokens and no issuance plans.

According to Catcher Predict monitoring, in the "Federal Reserve September Decision" event on the prediction market Polymarket, the sub-market "No Change" option's winning probability has experienced significant fluctuations, dropping from 69.5% an hour ago to the current 54.5% (a fluctuation of 15%). Please note the impact of relevant breaking news.

Vassilis Tziokas from Matter Labs pointed out in a CoinDesk article that the U.S. Senate has postponed the Clarity Act until September. This market structure bill failed to complete the final vote before the August recess, meaning that regulatory rules for the digital asset market will take weeks to be implemented. Meanwhile, banks are not waiting for regulation; JPMorgan has processed over $30 trillion in transactions through the Kinexys platform and launched the deposit token JPMD, while Citigroup operates cross-border Treasury token services. A clearinghouse, in collaboration with 17 major financial institutions, plans to achieve on-chain tokenized deposit clearing by 2027.The article argues that the interoperability of interbank tokenized deposits does not come from messaging standards or token bridges, but is realized through clearing mechanisms: the sending bank redeems tokens, the receiving bank issues its own tokens, inter-institutional obligations are recorded and netted, and ultimately settled in central bank currency. The engineering challenge lies in simultaneously satisfying privacy, neutrality, and verifiability; each institution must operate its own ledger, prove transfers through cryptography without exposing underlying data, and anchor to a neutral settlement facility owned by no participants.The author notes that the Clarity Act will not directly regulate tokenized deposits, but it can clarify the boundaries of the digital asset market and improve the stablecoin framework established by the GENIUS Act. The Global Financial Markets Association's report in April 2026 lists unresolved gaps such as unified processing of cross-border tokenized deposits and guidelines for off-network transfers, which are regulatory unlocking points for interbank tokenized fund interoperability. In the face of regulatory uncertainty, banks rationally choose to isolate, and each month of delay rewards closed gardens.

Market news: Anthropic plans to release its IPO prospectus after Labor Day (September 7) in the United States, and may go public in late September or early October.

Reto Cueni, Chief Economist of St. Gallen Group, stated in a report that the market may slightly raise expectations for an interest rate hike at the Federal Reserve's September meeting. However, he pointed out that the market still mostly expects that the Federal Reserve will not raise interest rates, and St. Gallen Group itself currently does not believe there will be a rate hike.Cueni stated, "At present, we still maintain the judgment that the Federal Reserve will not further raise interest rates in the second half of this year." According to LSEG data, the money market currently estimates a 65% probability that the Federal Reserve will keep interest rates unchanged at the September meeting.

Apple will hold a product launch event at its Cupertino headquarters on September 9 at 10 AM Pacific Time, introducing the first foldable iPhone, which is about the size of a standard passport, with a screen size close to a small iPad when unfolded.Apple also plans to release the iPhone 18 Pro and Pro Max, featuring faster chips, improved battery life, and upgraded cameras.

The Supernova upgrade of MultiversX decouples consensus from execution, allowing the network to reach consensus on blocks before processing transactions. Before the upgrade, block production followed a sequential model: proposers selected transactions, executed them locally, and submitted blocks containing the results, while validators had to re-execute the same transactions before voting, making execution part of the consensus critical path. Supernova changes this order: proposers select transactions and directly propose blocks without prior execution; validators can immediately vote once they confirm the proposal complies with protocol rules, while execution occurs asynchronously in the background, with execution results typically referenced and notarized in the next block header, lagging consensus by about one block (approximately 600 milliseconds).To address the validity verification issues brought by decoupling, Supernova introduces a virtual memory pool state that tracks pending nonces, expected balance consumption, and transactions that have been proposed but whose execution results have not yet reached consensus, providing proposers with a forward-looking account view. Meanwhile, the Execution-Result Inclusion Estimator (EIE) limits the number of execution results that can be referenced in a block based on the capacity that the minimum specification node can safely handle; an automatic backpressure mechanism reduces block capacity when execution lags. Supernova has been producing 600-millisecond blocks on the testnet and devnet since August 20, with the mainnet expected to activate on September 10, 2026.

The blockchain data analysis platform Dune has announced adjustments to the access permissions of its free plan. For users who created accounts before July 21, 2026, starting from September 10, the free plan will change to a view-only mode. Users will still be able to browse all content on Dune, but running queries will require a paid plan.Existing user work will remain saved, and on September 10, users will automatically receive a 14-day trial of the Plus plan to experience all paid features. Detailed migration plans and upgrade offers have been sent to users' email. For users who created accounts after July 21, 2026, the relevant permissions will not change.

At 20:30 Beijing time tonight, the U.S. Department of Commerce will release the July Personal Consumption Expenditures (PCE) price index. The market expects the overall PCE in July to rise by 0.1% month-on-month, with the year-on-year increase falling from 3.7% in June to 3.6%; the core PCE is expected to rise from 0.1% to 0.2% month-on-month, while year-on-year it remains at 3.3%, marking the 65th consecutive month above the Federal Reserve's 2% inflation target.It is noteworthy that rising prices in the AI industry chain, high valuations in the stock market pushing up portfolio management fees, and the situation in the Middle East leading to increased energy costs may all become potential drivers of core inflation. Goldman Sachs predicts that stock market valuation factors alone could contribute approximately 0.11 percentage points to the month-on-month increase in core PCE for July.What draws more market attention is that the Bureau of Economic Analysis plans to comprehensively adjust the PCE statistical methods by the end of September, which may involve adjustments to the price calculations for categories such as computer hardware, stock portfolio management, and legal services, and may also retroactively revise historical data, increasing the difficulty of interpreting inflation data.Currently, the market's views on the Federal Reserve's policy path in September are increasingly divided. CME's "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged in September is 59.9%, while the probability of a 25 basis point rate hike has risen to 40.1%. The market is also waiting for this week's Jackson Hole annual meeting to seek the latest signals from Fed Chair Powell regarding inflation and subsequent interest rate policies.

According to Bits.media, Russia's three major telecom operators MTS, Rostelecom, and Megafon announced that they will start accepting digital ruble payments from September 1. MTS will support the use of digital rubles for all services within its payment module MTS Pay, with no category restrictions. Rostelecom will initially only support one-time payments on its official website, and will later expand to personal accounts; regular payments and automatic top-ups will depend on the readiness of the central bank's platform. Megafon will also offer it as an additional payment method.The two major e-commerce platforms, Wildberries and Ozon, also announced the activation of digital rubles on the same day. According to the law, starting from September 1, all large enterprises in Russia must be able to process digital ruble transactions, and the apps of 12 systemically important banks must have an entry point for digital ruble wallets. The central bank plans to impose limits on the recharge of digital wallets, with a maximum of 300,000 rubles per month through a single bank.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "The United States announces the end of the blockade on Iran," the sub-market "September 14" saw the probability of the "Yes" option fluctuate dramatically, soaring from 22.5% an hour ago to the current 42% (a fluctuation of 19.5%). Please note the impact of relevant breaking news.