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According to Jinshi Market news, Dark Side of the Moon is reportedly negotiating Pre-IPO financing with a valuation of 50 billion dollars.

According to monitoring by Catcher Predict, in the predicted market event "LoL: KT Rolster vs Dplus KIA - KeSPA Cup Group Stage" on Polymarket, the "Yes" option in the sub-market "Both sides kill a dragon" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of relevant breaking news.

According to Jinshi reports, explosions were heard from the headquarters of the U.S. Fifth Fleet in Bahrain, and alarms have sounded in the capital city of Manama, with residents being asked to stay in shelters.

According to sources cited by the Financial Times, Chinese regulators are considering tightening export controls on AI and semiconductor technology. The Ministry of Commerce has discussed with AI companies such as Alibaba, ByteDance, and Zhipu about restricting the transfer of key data used for model training overseas, as well as limiting foreign users from downloading model weights. However, China will still allow overseas customers to access these models and services. The Ministry of Commerce is also soliciting opinions from various parties on potential restrictive measures, which would prohibit overseas chip manufacturers like Qualcomm and TSMC from producing advanced semiconductors based on designs developed by companies such as Huawei, Alibaba, and ByteDance.Sources indicate that most proposals are still under discussion, and regulators are assessing industry feedback before making a final decision.

According to Bloomberg, as prediction markets like Polymarket and Kalshi expand, the issue of betting using non-public information or informational advantages is receiving more scrutiny. Bloomberg Businessweek analyzed approximately 34,000 potential insider trading cases flagged by Polysights between August 2025 and June 2026; these related trades exhibited characteristics such as newly created accounts, low probability entries, large bets, or high trading concentration, but it cannot be determined that traders violated rules based on this.Data shows that from January 1 to June 30 of this year, the amount of suspicious trades flagged on Polymarket was approximately $200 million, with geopolitical and war-related markets driving a significant increase in abnormal trading volume. The profits from potential insider trading are highly concentrated, with the top 1% of accounts in profit wallets earning more than half of the gains, and 57% of related wallets created less than 24 hours before the trades. Some traders are reducing the likelihood of being discovered by using multiple associated wallets and splitting orders. For example, 38 associated addresses placed bets in 90 geopolitical markets related to Iran and Venezuela, achieving a win rate of 98%, with total profits of $1.6 million, and withdrew funds using the same Coinbase deposit address.Polymarket stated that it will monitor insider trading and other illegal activities, and has so far referred nearly 100 wallets to law enforcement agencies. Kalshi has also strengthened identity and employment information checks, and restricted participation in related markets by political candidates, athletes, and others who may influence outcomes.

Nigerian President Bola Ahmed Tinubu has signed an executive order to coordinate the regulation of virtual assets, strengthen cooperation among the country's financial, tax, and capital market institutions, and address the fragmentation of digital asset regulation. The executive order establishes a virtual asset committee composed of heads of Nigeria's main financial regulatory agencies, responsible for guiding relevant policies. The Nigerian tax authorities will update digital asset policies and provide more details on their impact on taxpayers.The President's Special Adviser Bayo Onanuga stated that the executive order does not establish new regulatory bodies nor transfer power between institutions; each agency retains its statutory responsibilities and independence, and registration requirements will be determined based on the nature of the activities and the assets involved. A report from the International Monetary Fund (IMF) in June indicated that since 2019, Nigeria has accounted for about 60% of the stablecoin inflows to sub-Saharan Africa; from July 2023 to June 2024, the country's cryptocurrency inflows are estimated to be around $59 billion.

According to News.bitcoin, the Kenyan government is investigating the hacking incident of President William Ruto's official website, where attackers briefly disabled the site and altered the homepage content, demanding a ransom of 5 Bitcoins.William Kabogo, the Cabinet Secretary for the Ministry of Information, Communication and the Digital Economy, stated that the Kenyan law enforcement agency ICT Authority immediately activated the cybersecurity response protocol to control the incident and conduct forensic investigations, temporarily restricting public access to the portal. Currently, there is no evidence that sensitive data has been accessed without authorization, leaked, or lost, and government systems and digital services remain securely operational.

Grayscale's research director Zach Pandl stated that if the price of Bitcoin has formed a solid bottom but is consolidating before recovery, a covered call strategy can generate income through Bitcoin volatility while managing spot price exposure. Grayscale assumes a Bitcoin spot price of $65,000 and an implied volatility of 40%, projected until the end of 2026. Under this assumption, the covered call strategy has an annualized return of about 22%, remaining profitable above a breakeven price of approximately $58,500, and outperforming holding spot Bitcoin alone when Bitcoin reaches about $72,500 at expiration.Pandl pointed out that option premiums provide income and downside protection, at the cost of giving up some upside potential when Bitcoin rises significantly. If the Bitcoin spot price falls below the breakeven price, the strategy will still incur losses, but the extent of the loss will be less than directly going long on spot Bitcoin, with the difference equivalent to the call option premium. Grayscale's Grayscale Bitcoin Covered Call ETF, with the ticker BTCC, aims to maximize income generation potential through writing covered calls. The fund does not directly invest in digital assets or initial coin offerings but gains indirect exposure to digital assets through derivatives related to exchange-traded products that hold digital assets.

Nigerian President Bola Tinubu has signed an executive order on virtual assets aimed at regulating virtual assets and combating unregistered operators. The measure has taken effect immediately and will establish a new supervisory framework to coordinate the fragmented regulatory environment.The newly established Virtual Assets Committee will serve as the main policy-making and coordinating body, chaired by the Central Bank of Nigeria (CBN), with the Federal Inland Revenue Service and the Nigerian Securities and Exchange Commission (NSEC) as vice-chairs. An Office of Virtual Assets will be set up within the CBN to handle daily inter-agency operations and information sharing. Securities-related financial activities will be managed by the NSEC, while payment, settlement, and custody services for non-securities virtual assets will be managed by the CBN.The CBN plans to launch a regulatory sandbox that allows qualified operators to test virtual asset products and blockchain solutions in a monitored environment. The Virtual Assets Committee is required to develop an implementation framework for the executive order within 30 days.

According to Xinhua News Agency, as the 2026 World Artificial Intelligence Conference and the High-Level Meeting on Global Governance of Artificial Intelligence are about to be held, the new generation model Kimi K3 was released on the 16th, with a parameter scale of 28 trillion. This is currently the largest open-source model in the world by parameters, marking a new step in the development of artificial intelligence models in our country.Beijing Moon's Dark Side Technology Co., Ltd., which released the model, introduced that Kimi K3 natively supports visual understanding, has a context window of 1 million tokens, and is optimized for complex task scenarios such as software engineering, knowledge work, deep research, and multimodal understanding, further enhancing the processing capability of large models for complex tasks. It is understood that in evaluations, Kimi K3's comprehensive intelligence level is close to that of the world's leading closed-source models. A relevant person in charge of Moon's Dark Side stated that in the process of training the new generation foundational model Kimi K3, they used a self-developed underlying model architecture and accumulated a complete set of scientific model training methods.

According to Jinshi reports, Federal Reserve's Logan stated that the downside risks to employment have diminished, while inflation risks are mainly focused on the upside.

David Hoffman, co-founder of Bankless, stated that Bitcoin's current trend faces two possible paths: sideways consolidation or a final round of panic selling.He believes that Bitcoin is more likely to enter a sideways consolidation phase, with the bottom having basically appeared.

According to monitoring by Catcher Predict, in the predicted market event "LoL: GAM Esports vs T1 World Cup Group C" on Polymarket, the "Yes" option win rate for the sub-market "Both sides kill a dragon" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to the Financial Times, informed sources reveal that the Chinese AI unicorn company Moonshot AI plans to release a new large language model, Kimi K3, in the near future. This model has between 20 trillion to 30 trillion parameters, making it the largest AI model in China by parameter scale, and its performance is expected to surpass the flagship model Claude Opus 4.8 from Anthropic in mainstream benchmark tests (industry speculation suggests its parameter count is around 15 trillion to 20 trillion).Unlike the currently mainstream closed-source and expensive cutting-edge large models in the United States, Kimi K3 will be available as an open-weight model for users to download and modify for free, which may create competitive pressure for leading American labs like OpenAI and Anthropic. Currently, due to the rising service fees for large models in the U.S. (for example, Anthropic has announced a 50% price increase for Opus 4.8 in September), some overseas companies have begun to shift towards using more cost-effective Chinese open-source models.In terms of the capital market, informed sources indicate that Moonshot AI is preparing for a new round of financing, with the latest valuation expected to reach approximately $31.5 billion. Meanwhile, the valuations of other AI giants in China and the U.S. are also rising; DeepSeek is starting a new round of financing with an estimated valuation of about $71 billion, while Anthropic and OpenAI have reached valuations of $965 billion and $852 billion, respectively, in their latest round of financing. In response to the aforementioned release and financing rumors, Moonshot AI has currently declined to comment.

According to a research report by NYDIG, Bitcoin fell by 13.4% in the second quarter of 2026, with the year-to-date decline expanding to 32.9%. In contrast, the Nasdaq 100 index rose by 27.7%, and tech stocks increased by 43.5%, indicating that this round of decline is not due to macro risk aversion, but rather specific supply pressures unique to Bitcoin.The core pressure comes from Strategy (MSTR) launching the "Digital Credit Capital Framework," authorizing the sale of approximately $1.25 billion in Bitcoin to cover capital structure obligations, marking a shift of the largest historical marginal buyer from continuous accumulation to active monetization, with the DAT complex overall transitioning from a demand engine to a supply risk. In terms of ETFs, the U.S. spot Bitcoin ETF saw a net outflow of $4.9 billion in the second quarter, but Morgan Stanley's Bitcoin Trust attracted $364.8 million in inflows against the trend, showing that distribution channels remain competitive.In the derivatives market, amid weak spot demand and continued outflows from ETFs and stablecoins, the positive funding rate combined with a rebound in open interest indicates that leveraged long positions are rebuilding, posing a risk of passive liquidation triggering a new round of declines. Bitcoin has currently fallen 54.3% from its historical high of $126,000 set on October 6, 2025, referencing the cycles of 2018 and 2022 (with a gradually narrowing decline of about 70%).

According to monitoring by Catcher Predict, in the Polymarket event "LoL: T1 vs GAM Esports - World Cup Group C," the "Yes" option in the sub-market "Both sides kill a dragon" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market event "LoL Gen.G vs Karmine Corp World Cup Group Stage" on Polymarket, the "Yes" option for the sub-market "Both sides kill a dragon" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

In response to the recent market controversy regarding the reduction of Stabledrop shares, Cap founder Benjamin issued a statement of apology and provided a detailed response. He stated that the team prematurely committed to an airdrop scale of 11 million before the funding was fully secured, but subsequent changes in the market environment led to a fundraising amount that fell short of expectations, resulting in the actual airdrop pool shrinking to 4.2 million.To avoid substantial principal losses for early YT (Yield Token) holders, the team temporarily adjusted the originally planned linear distribution scheme to a "capital protection but no profit" restructuring model, ensuring that no one incurs losses. This rule applies equally to all wallets. Meanwhile, in response to community concerns about a related whale address allegedly engaging in "internal score manipulation," Benjamin clarified that the wallet belongs to a former colleague and is not operated by the team, and that project treasury funds have not been utilized. Additionally, he emphasized that the Cap protocol is still operating healthily, and the decline in TVL that occurred over the weekend was mainly due to the surge in USDM lending rates on Aave for MegaETH, causing arbitrageurs to exit, which is unrelated to this airdrop incident. All redemptions have been processed smoothly.

According to Jinshi reports, Federal Reserve Governor Waller stated that if core inflation shows high data again this week, the Federal Reserve will need to consider raising interest rates in the near term.

According to Jinshi, Torsten Slok, Chief Economist at Apollo Global Management, stated that if the sell-off of AI concept stocks intensifies, the recent rise of the dollar may face risks. He pointed out that international investors are actively positioning themselves in the AI theme, driving a record rolling net inflow of foreign capital into the U.S. stock market over the past 12 months, but most of these investors have not hedged against foreign exchange risks.If AI performance disappoints and leads to a decline in capital inflows, it will pose significant downside risks to the dollar.