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Bitmine Chairman Tom Lee recently expressed the view that Ethereum (ETH) is more like "digital land" rather than cash. Lee believes that the core value of quality assets lies in their ability to store value, meaning that investors believe they can effectively hold and allocate capital over the long term.Lee pointed out that stocks can become store of value assets because investors expect companies to manage capital effectively when they buy stocks; real estate, on the other hand, has both store of value and cash flow properties, generating income through rentals. Within this framework, he believes Ethereum is closer to the stock market or land, with its long-term value primarily derived from the network itself as underlying infrastructure.Bitmine has been increasing its holdings for 65 consecutive weeks. As of August 30, 2026, its total Ethereum holdings reached 5,901,112, accounting for approximately 4.9% of the total Ethereum supply.

Blockchain security company Hacken released an assessment report indicating that approximately half of the circulating USDT (about $91.3 billion on the Tron network) is controlled by a 2-of-3 multi-signature contract, which lacks built-in delays, cancellation processes, or reliable revocation mechanisms. Attackers only need to compromise two signature keys to change contract ownership, mint tokens, freeze addresses, clear frozen balances, or set transfer fees without accessing any user wallets. Hacken also discovered that Tether reuses the same set of six signature keys across three chains: Ethereum, Avalanche, and Celo, posing a risk of cross-chain spread.Meanwhile, stablecoin rating agency Bluechip upgraded Tether's company rating from D to C, citing that KPMG's audit showed Tether's reserves exceeded liabilities by $6.8 billion as of December 31, 2025. This is the first time Bluechip has adopted the expanded SMIDGE methodology, which incorporates Hacken's technical risk analysis. However, Hacken only gave USDT a cybersecurity score of 3.3 out of 10 and pointed out that the USDT smart contract does not have automatic reserve proof checks or a token minting cap. Once signers authorize a transaction, the contract can mint an unlimited number of tokens without a bank reserve proof.Hacken stated that it has not yet completed an equivalent assessment of Circle's USDC, and Bluechip's previous B+ rating for USDC was based on an old methodology, which cannot be directly used for technical comparison.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was 210 million dollars, with long positions liquidated at 113 million dollars and short positions liquidated at 97.41 million dollars. Among them, Bitcoin long positions were liquidated at 28.87 million dollars, Bitcoin short positions at 19.84 million dollars, Ethereum long positions at 23.00 million dollars, and Ethereum short positions at 24.44 million dollars.In addition, in the last 24 hours, a total of 66,889 people were liquidated globally, with the largest single liquidation occurring on Binance - ETHUSDT worth 3.0659 million dollars.

a16z's AI infrastructure team has successfully backed two acquisitions within five days: Cursor has been acquired by SpaceX, and Stripe announced the acquisition of OpenRouter. According to The Information, the total value of a16z's holdings corresponding to these two investments has exceeded $8 billion.In 2024, a16z participated in Cursor's $60 million Series A round, when the company's valuation was only $400 million. Now, SpaceX is acquiring Cursor for $60 billion. Bloomberg previously reported that a16z is Cursor's largest external shareholder, holding about 10%, which is valued at approximately $6 billion based on the acquisition price.In 2024, a16z established its first $1.25 billion infrastructure-focused fund. The Information states that the two transactions involving Cursor and OpenRouter are enough for the related fund to return all principal to LPs and also provide additional profits. This year, a16z raised another $1.7 billion for its infrastructure fund and recently raised an additional $1.1 billion specifically for AI hardware. Martin Casado, head of AI infrastructure, noted that a few years ago, only about 5% of the startup projects he encountered were in hardware, and now that figure is close to 20%.

According to Caixin, the "Management Measures for Online Marketing of Financial Products" jointly issued by the central bank and eight ministries will officially take effect on September 30, 2026. The measures aim to clarify the boundaries between finance and technology, and do not completely prohibit the online promotion of financial products, but rather provide specific guidance and regulations for marketing activities. It is specified that marketing financial products through public accounts, live broadcasts, and short videos should be conducted on the self-operated platforms of financial institutions or on accounts legally established by financial institutions on third-party internet platforms.In addition, marketers must be employees of financial institutions, possess qualifications for engaging in related business, and obtain authorization and consent from financial institutions. This means that if Key Opinion Leaders (KOLs) want to promote financial products, they must be certified to do so.

According to Slow Mist's warning, two attackers have been detected replicating the recent Notional Finance vulnerability attack method on the BSC chain. The attackers have completed their preliminary preparations and created malicious fCash positions using the same vulnerability pattern. Currently, the attack has not been fully executed, and the malicious positions are awaiting expiration.Once expired, the attackers may settle the positions and withdraw assets from the protocol. Slow Mist strongly recommends that affected projects take immediate mitigation measures to complete protection before the positions expire.

According to the latest data from OpenRouter reported by the Daily Economic News, the total global invocation of AI large models last week (from August 31 to September 6) reached 115 trillion tokens, a month-on-month increase of 1.77%. Among them, the weekly invocation of China's AI large models reached 56.72 trillion tokens, a month-on-month increase of 2.83%, surpassing the United States (16.54 trillion tokens, a month-on-month decrease of 3.1%) for nineteen consecutive weeks, ranking first in the world.Among the top five global invocation volumes, four are Chinese models. Tencent's Hyper Yuan Hy4 preview ranks first with 14.7 trillion tokens, a month-on-month increase of 379%; GPT-5.6 Luna ranks second with 12.9 trillion tokens; Zhiyu GLM-5.3 Flash rises to third with 12.4 trillion tokens; DeepSeek-V4-Flash's official and preview versions rank fourth and fifth, respectively.MiniMax M3 returns to the list after nearly a month, ranking sixth, and has become the foundational base for Saudi HUMAIN's Arabic large model. In addition, Xiaomi MiMo-V2.5 and Gemini 3.7 Flash fell out of the list this week.

According to on-chain analyst Ai Yi's monitoring, two wallets suspected to be related to the Ethena project (0x2993...7383, 0x969f...16aF) have transferred a total of 6.75 million USD worth of ENA to exchanges since September 3, and have deposited 19 million ENA, approximately 3.29 million USD, to Bybit in the past 15 hours.Both addresses received tokens transferred from the Ethena multi-signature address two years ago, and no transfers occurred since then, with recent price increases prompting bulk deposits.

The supply chain reports that Amazon, a leading North American cloud service provider under AWS, has recently expanded the delivery of AI server cabinets, with strong shipping momentum from partners such as TSMC, World Advanced, Wistron, and Hon Hai. Amazon has recently revised its capital expenditure for this year, increasing the original estimate from $200 billion to $220 billion, primarily for AI infrastructure, including data centers, servers, and network equipment.Amazon CEO Andy Jassy is optimistic that the demand for AI computing power will continue to exceed supply until 2027, and he has even seen strong demand for 2028. AWS's AI business and self-developed chip scale have grown to $25 billion, maintaining triple-digit percentage growth. Annapurna Labs' customized ASIC chips are mostly produced by TSMC using advanced 3-nanometer processes.World Advanced is an important partner for AWS's self-developed AI chips and is optimistic that its quarterly revenue and profits will reach new highs this season, with continued growth expected in the fourth quarter. The demand for 3-nanometer AI accelerators is better than previously assessed, and designs can be finalized before the end of the year. AWS's ASIC AI cabinets are assembled by Wistron, which also supplies switch trays, while Hon Hai is involved in CPU trays. Hon Hai's rotating CEO, Liu Young-way, stated that this year's ASIC project has made new progress, setting a target for ASIC server market share at over 40%.

Goldman Sachs' Global Technology Equity Research Team released a report on April 17, 2026, stating that networks unlock the computing power of a single AI chip by connecting multiple chips, enabling seamless data exchange and low latency. With the expansion of AI infrastructure and the enhancement of computing power, various configurations are expected to see growth, further opening up a 9-fold Total Addressable Market (TAM) space to $154 billion.The report pointed out that the dollar content of horizontal and vertical scaling increases by 16 times and 45 times, respectively; the TAM for optics expands 13 times from horizontal to vertical scaling; the market value of pluggable optical modules in horizontal scaling expands 10 times from AI server models in the second half of 2025 to models in the second half of 2027. The authors include Allen Chang, Verena Jeng, James Schneider, Mark Delaney, among others.The total dollar content for each computing unit in vertical and horizontal scaling is expected to increase from $315,000 for GB300 NVL72 to $9.4 billion for Rubin Ultra NVL576, a 29-fold increase. The total value TAM increases 9 times to $154 billion (mainly in 2028), of which 69% ($106 billion) comes from vertical scaling. The analysis covers the dollar content and market opportunities of configurations such as copper cables, pluggable optical modules, CPO, and PCB backplanes.

According to Money Today, the South Korean government has budgeted 27.5 billion Korean won per rack for NVIDIA's next-generation AI chip Vera Rubin, which is higher than previous estimates by foreign media. The Ministry of Science and ICT's budget for GPU server expansion next year is 3.85 trillion Korean won, all allocated for the procurement of 140 Vera Rubin NVL72 server racks. Each NVL72 rack is equipped with 72 Rubin GPUs and 36 Vera CPUs, totaling 10,080 Rubin GPUs. This batch is independent of the 52,000 advanced GPUs announced by the ministry to be acquired by 2028, and the actual supply may be adjusted according to NVIDIA's delivery situation.The budget of 27.5 billion Korean won per rack is significantly higher than foreign media predictions. U.S. investment bank Bernstein's June report estimated the cost of a Vera Rubin NVL72 rack at 9.1 million dollars (approximately 12.3 billion Korean won), while Morgan Stanley estimated it at about 7.8 million dollars (approximately 10.5 billion Korean won). The government stated that the budget has taken into account potential price increases due to GPU shortages and the costs of supporting facilities. This batch of chips will be used for the development of next-generation cutting-edge models such as general artificial intelligence. Deputy Prime Minister and Minister of Science and ICT Lee Kyung-sook mentioned in June that creating a model on par with Anthropic's large model Mythos would require about 10,000 Vera Rubins, and this scale of 140 units is comparable.

A Bitcoin wallet created in 2016 transferred 1260.77 BTC at block height 965770, with the funds being sent to an unknown P2WPKH address. The wallet was created on July 9, 2016, when the holdings were valued at approximately $819,500, and the current value has exceeded $10 million.Nearly 75 Casascius physical Bitcoins were redeemed six days before September. On September 3, 14 first series Casascius Bitcoins were redeemed, about 15 the next day, and on September 5, a single day reached 40. Casascius physical Bitcoins were produced by Mike Caldwell from 2011 to 2013, made of materials including brass, silver, and gold-plated, with embedded digital BTC. The so-called "peeling" or "redeeming" refers to removing the coin hologram sticker and using the private key inside to transfer digital BTC.

According to Bitcoin News monitoring, of the 4,200 BTC associated with a peg-out transaction on the Liquid Network, about 4,000 seem to have been transferred simultaneously.A message attached to the subsequent transaction via OP_RETURN states: "We are white hats, please contact us on-chain." The nature of this transaction and whether these funds were transferred through an exploit remains unclear.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $235 million, with long positions liquidated at $83.39 million and short positions liquidated at $151 million. Among them, Bitcoin long positions were liquidated at $10.78 million, Bitcoin short positions at $11.45 million, Ethereum long positions at $18.95 million, and Ethereum short positions at $26.99 million.In addition, in the last 24 hours, a total of 77,969 people were liquidated globally, with the largest single liquidation occurring on Gate - ETH_USDT worth $5.0964 million.

WOO X has issued a statement regarding user withdrawal anomalies, indicating that it has noted reports concerning withdrawal processing times and is reviewing relevant cases and system status. Some requests may still be under review or in the on-chain processing stage, and the team is working hard to resolve the issues as soon as possible.Users experiencing withdrawal delays can submit their UID, withdrawal order number, application time, asset and network information, as well as status screenshots through official customer service channels. The platform reminds users not to trust unsolicited private messages and not to share passwords, mnemonic phrases, private keys, or verification codes.WOO X also stated that it reserves the right to take legal action against behaviors that fabricate, distort, or maliciously spread false information that harms the reputation of users or the platform, and reminds users to rely only on information from official announcements and customer service channels.

According to on-chain detective ZachXBT's monitoring, multiple verified WOO X users have recently reported that their withdrawals have remained in "pending" or "processing" status for the past three days. WOO X is incubated by Kronos Research and was acquired by FusionX Digital in the fourth quarter of 2025, which is reportedly associated with BitMart founder Sheldon Xia.Previously, BitMart announced the cessation of operations and restructuring on July 26, 2026, with some user funds still unable to be withdrawn, leading to an increase in related complaints on the X platform. Sheldon Xia has stated that user asset security is a priority, but this claim has not yet been independently verified. As of now, WooX has not issued a public statement regarding the withdrawal delay issue.

Robinhood Chain's multi-pool RWA token issuance platform PAIR has released the latest ecological data, with a cumulative trading volume nearing 100 million USD and rewards distributed to creators exceeding 600,000 USD, with over 2,000 projects launched on the protocol.In addition, PAIR has disclosed that it has burned PAIR tokens worth over 3 million USD to date, accounting for more than 10% of the total token supply. PAIR also announced that it will unveil the "largest update to date" within the next 24 hours.

According to Coinglass data, ZEC broke through 1,200 USD, setting a new historical high, with a liquidation amount of 44.29 million USD in the past 24 hours, the highest in the network, including 41.84 million USD in short liquidations.

As of September 5 at 14:00, Bitcoin miners' holdings were approximately 1.1919 million BTC, an increase of 261 BTC compared to a week ago, marking the first weekly growth of this scale in about two weeks since August 26.During the same period, the 7-day average hash rate of Bitcoin was approximately 934 million TH/s, an increase of about 41.11 million TH/s compared to a week ago. The Bitcoin Puell Multiple rose to 1, an increase of 0.04 compared to a week ago.