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Changxin Technology held a performance briefing for the first half of 2026. An investor inquired about the third quarter DRAM price situation, and the company's Senior Vice President and Chief Financial Officer Huang Danyang believes that looking ahead to the second half of 2026, the global supply shortage of DRAM products will continue.

Bitcoin price fell nearly 1% to around $79,700, as escalating conflicts between the United States and Iran pushed oil prices higher. The U.S. Central Command confirmed on Saturday that it struck three Iranian oil tankers located near Halk Island, Jask, and the Gulf of Oman. Admiral Brad Cooper stated that if Iran attacks U.S. vessels, the U.S. will impose a higher economic cost.The U.S. Central Command updated maritime blockade data, stating that since resuming operations on July 14, it has redirected 92 merchant ships, disabled 3, and boarded 2 for inspection. Oil prices rose by 1% in both the U.S. and European markets, with WTI at $92.72, marking a cumulative increase of over 6% in the past seven days. The rise in oil prices could exacerbate global inflation, making it more difficult for central banks, including the Federal Reserve, to cut interest rates.Additionally, the U.S. employment data for August released last Friday was stronger than expected, reinforcing expectations for an interest rate hike by the Federal Reserve. However, Trump immediately posted on Truth Social calling for a rate cut, stating that a strong nation means lower interest rates. This uncertainty may dampen risk appetite for Bitcoin and the broader market. Furthermore, late Sunday night, the Liquid Network, used by exchanges as a settlement layer, suffered a $320 million attack.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 70, down 4 points from yesterday. The average for the past 7 days is 69, and the average for the past 30 days is 55.

DeFi researcher Ignas posted on X that Bankless founder David Hoffman sold his ETH and reallocated to several coins with the largest gains, such as LIT and ZEC, with NEAR also performing well, while only VVV underperformed the market. Although the market was filled with panic at that time, and it was very close to the bottom of ETH, the goal of aggressive crypto investors has always been to outperform BTC and ETH.Previously, it was reported that Bankless co-founder David Hoffman announced in June this year that he had liquidated his ETH and bought VVV, NEAR, ZEC, HYPE, and LIT.

NVIDIA CEO Jensen Huang stated that GPT-6 Astra was trained using over 100,000 NVIDIA Grace Blackwell NVLink72 chips. It took only 4 years from ChatGPT to o1, and then to Astra. AGI has arrived. Congratulations to the OpenAI team.

Bitcoin News posted on platform X that the net inflow into the U.S. spot Bitcoin ETF over the past three weeks is approximately $3.8 billion, marking the strongest three-week performance since 2026. As of now, the year-to-date capital flow is still down about $1 billion; last week saw a net inflow of $986.9 million, with $730.8 million net inflow on Thursday.Eric Balchunas stated that when IBIT rises more than 5% and trading volume reaches $3 billion to $4 billion, there is usually a significant inflow of funds. The last time this occurred, IBIT recorded a cumulative inflow of $2 billion over 10 consecutive days.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 74, up 2 points from yesterday. The average over the past 7 days is 68, and the average over the past 30 days is 54.

Starknet lending protocol Vesu announced that an oracle incident occurred on September 4. A malfunctioning upstream Pragma price source led to the abnormal liquidation of 47 positions and $3 million in collateral across multiple Vesu liquidity pools between 04:08 and 04:10 UTC. The price source self-corrected within two minutes and has not been affected since.Pragma has collaborated with relevant parties to deploy a fix for the root cause, and Vesu expects liquidity pool curators to lift the suspension of the pools in the coming hours. Vesu stated that its contracts are operating as designed, the protocol has no vulnerabilities, and no fixes need to be deployed; the issue was due to incorrect input prices. Vesu is working with Pragma, StarkWare, Starknet Foundation, and liquidity pool curators to recover the funds taken through these liquidations. Affected users should keep their Earn positions open to avoid losing refund eligibility; if liquidated during the incident, please submit a support ticket on Discord. A complete technical report will be released soon.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 72, down 1 point from yesterday. The average over the past 7 days is 67, and the average over the past 30 days is 52.

Coinflip and its CEO Benjamin Weiss have been accused by the Washington State Department of Financial Institutions (DFI) of violating the Uniform Money Services Act. The DFI seeks to revoke Coinflip's money transmission license, prohibit the company and its related personnel from continuing to operate, and impose a fine of $1,029,600.The DFI stated that an inspection in 2025 found that Coinflip had insufficient anti-money laundering controls, inadequate transaction monitoring, failure to enforce transaction limits, inaccurate regulatory reporting, and unclear fee disclosures. The agency also accused Coinflip of failing to timely refund at least 15 customers as required. The proposed order requires Coinflip to refund eligible customers in Washington State, with customers aged 60 and above eligible for refunds of transaction fees and markup fees. Coinflip and Benjamin Weiss may request an administrative hearing to contest the allegations, refund requirements, license revocation, fines, and industry bans.

Former U.S. President Donald Trump stated that his administration is promoting the decentralized perpetual contract trading platform Hyperliquid to enter the U.S. market in a "fully compliant and legal manner." Last month, Trump mentioned that the U.S. Commodity Futures Trading Commission (CFTC) would be committed to bringing Hyperliquid to the United States. Subsequently, Kraken's parent company Payward announced that it is collaborating with the CFTC to offer certain crypto perpetual contract products related to the Hyperliquid market and its underlying Layer 1 blockchain to registered U.S. users through the CFTC-regulated platform Bitnomial.Nansen research analyst Nicolai Sondergaard believes that this arrangement may allow Hyperliquid to provide some underlying technology, liquidity, or market design without directly opening its existing platform to U.S. users, effectively building an independent U.S. product around Hyperliquid's infrastructure. He stated that U.S. users may have access to fewer markets, lower leverage, and more conservative risk controls; at the same time, he opposes comprehensive KYC, arguing that a one-size-fits-all KYC would undermine the privacy and permissionless access of legitimate users and push liquidity offshore.

Binance founder Zhao Changpeng met with Deputy Prime Minister and Minister of Artificial Intelligence and Digital Development, and old friend Zhaslan Madiyev in Kazakhstan, stating that the local cryptocurrency industry is developing rapidly.It is reported that Zhaslan Madiyev served as the General Manager of Binance Kazakhstan from 2022 to 2024, and was appointed as the "Minister of Digital Development, Innovation and Aerospace Industry" starting in May 2024, and then promoted to "Deputy Prime Minister and Minister of Artificial Intelligence and Digital Development" in 2025 and 2026.

The United States and the United Kingdom announced the establishment of the first joint law enforcement alliance aimed at combating fraud centers involving cryptocurrency and online investment scams. The U.S. Department of Justice stated that the U.S. Attorney's Office for the District of Columbia, the UK Crown Prosecution Service, and the UK's National Crime Agency have signed a memorandum of understanding to conduct parallel investigations on common objectives, share intelligence on organized crime groups, and negotiate jurisdictional prosecution rights for specific cases.This alliance expands upon the "Fraud Center Task Force" initiated by U.S. Attorney Jeanine Ferris Pirro in November 2025, focusing on Chinese organized crime networks primarily located in Southeast Asia that are involved in cryptocurrency investment scams, which are often linked to human trafficking and money laundering. The task force includes the FBI, U.S. Secret Service, IRS Criminal Investigation Division, Homeland Security Investigations, and the Department of Justice, and collaborates with the U.S. Department of the Treasury, the State Department, and private enterprises to dismantle fraud operations and recover victims' funds.The U.S. Department of Justice pointed out that losses reported due to cryptocurrency investment scams in the U.S. continue to rise, with losses reported to the FBI Internet Crime Complaint Center increasing from $4.57 billion in 2023 to $8.65 billion in 2025. Previously, international law enforcement agencies had conducted joint operations, with a raid led by Dubai police on April 29, involving the FBI and the Chinese Ministry of Public Security, resulting in the arrest of 276 individuals and the closure of at least 9 cryptocurrency scam centers. Several Southeast Asian countries are also strengthening domestic legislation, with Myanmar's military government releasing a draft on May 15 proposing a 10-year to life imprisonment for digital currency fraud, and the death penalty if a victim dies due to being coerced to work at a scam center; this bill was passed by parliament on July 28.

On September 3 local time, Tesla held a Cybercab launch event in Austin, Texas, USA. This vehicle is a mass-produced model designed for autonomous driving scenarios, eliminating the steering wheel, pedals, and traditional rearview mirrors, and adopting a two-seat layout, with driving entirely controlled by Tesla's autonomous driving software. The Cybercab was unveiled as a concept car at the "We, Robot" event in October 2024, with the first mass-produced vehicle rolling off the line at the Texas Gigafactory in February this year, and mass production starting in April, taking about 18 months from concept to mass production.The vehicle relies on 8 high-definition cameras to perceive the environment and makes driving decisions through an end-to-end neural network, without relying on lidar and high-precision maps. According to Tesla's data, as of September 2026, the global fleet's cumulative assisted driving mileage has exceeded 22.5 billion kilometers. In terms of energy efficiency, it is expected to travel 9.8 kilometers per kilowatt-hour, with an energy consumption of about 10.2 kilowatt-hours per 100 kilometers. The curb weight is 1412 kilograms, equipped with a 47.6 kilowatt-hour battery pack and a 163-kilowatt motor, with a laboratory range of 673 kilometers. After scaling up ride-hailing operations, the cost per mile can be reduced to $0.2, equivalent to about 0.84 yuan per kilometer.The Cybercab will be showcased in multiple cities such as Beijing and Shanghai starting in mid-September. This exhibition does not involve the sale of the vehicle in China, nor does it represent that Tesla will conduct autonomous ride-hailing commercial operations domestically.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 73, up 9 points from yesterday. The average over the past 7 days is 66, and the average over the past 30 days is 51.

The U.S. Department of Defense stated that the restrictions on the artificial intelligence company Anthropic remain in effect, which is inconsistent with U.S. Secretary of Commerce Gina Raimondo's earlier claim that the two sides had resolved their differences.Emil Michael, the Deputy Under Secretary of Defense for Research and Engineering, posted on social media that Anthropic is still classified as a "supply chain risk" by the Department of Defense and the defense industrial base. Raimondo previously stated that Anthropic had resolved long-standing issues with the Trump administration and noted that the company's relationship with the government had improved.Anthropic had previously faced related restrictions due to government concerns that its models could be misused for capabilities such as cyberattacks.

According to Cointelegraph, Strategy has raised $20.9 billion this year through stock issuance to support its Bitcoin accumulation strategy, becoming the fourth largest stock issuer in the United States this year.

The Ministry of Economic Affairs of Taiwan has confirmed that Taiwanese companies will invest an additional 20 billion USD in the United States. Minister of Economic Affairs Wang Mei-hua stated that in response to order demands, in addition to the main production bases in Taiwan, capacity will also be increased in the United States, primarily focusing on semiconductor manufacturers, supply chains, and AI server manufacturers.U.S. Secretary of Commerce Gina Raimondo previously stated that Taiwan would announce investments of 20 to 30 billion USD in the U.S. next week. The Ministry of Economic Affairs responded that this investment is the 20 billion USD announced by Wang Mei-hua during the opening of the SEMICON TAIWAN 2026 U.S. Pavilion on the 2nd. Wang Mei-hua pointed out that global orders for AI and semiconductors are booming, and the global president of SEMI has raised the forecast for global semiconductor revenue in 2030 from 1 trillion USD to 2 trillion USD.The Ministry of Economic Affairs' review shows that as of May this year, 20 semiconductor and AI server-related companies have announced investments of 35 billion USD in the United States, with an additional 20 billion USD added in the following months. Future cooperation will also extend to industries such as biotechnology and natural gas.

Bitwise's latest report shows that the correlation between Bitcoin and gold has risen to a six-year high. Bitwise's Head of Research for Europe, André Dragosch, stated that the last time the correlation reached this level was in 2020, during the period of multiple fiscal and monetary stimulus following the COVID-19 pandemic; meanwhile, the correlation between Bitcoin and the stock market has dropped to a one-year low, suggesting a decoupling between hard assets and the stock market.The report believes that the simultaneous rise of Bitcoin and gold is due to the "substantial intervention in the macro picture" by the U.S. government. Last month, the U.S. Treasury announced it would more than double the scale of government debt buybacks, leading to a weakening of the dollar, and investors flocked back to gold and Bitcoin; in the same week, U.S. public debt surpassed $40 trillion for the first time, further undermining market confidence in the dollar. Bitwise stated that investors are no longer entangled in whether to hedge against currency depreciation with gold or Bitcoin, but are holding both simultaneously, and pointed out that "Bitcoin has been priced as a risk asset for its first fifteen years, and if this correlation trend continues, the next fifteen years could be very different."Driven by this, Bitcoin rose again this week, increasing nearly 6% within 24 hours, with the price briefly approaching $81,438.