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According to a report by the Financial Times citing informed sources, Anthropic has informed a small group of shareholders that its adjusted operating profit will be positive for the second consecutive quarter. This metric excludes costs such as equity incentives.According to informed sources, Anthropic's gross margin exceeds 80% when not accounting for revenue shared with distribution partners like Amazon and the costs of model training.

Anthropic, OpenAI, and Google are discussing the establishment of an AI industry standards organization. Anthropic CEO Dario Amodei has called for AI companies to coordinate on technical testing and audits. OpenAI founder Sam Altman expressed support for the establishment of testing and auditing organizations but believes that large AI labs should establish industry standards organizations on their own rather than relying on the U.S. government.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "US Open ATP: Alexander Zverev vs. Ben Shelton," the sub-market "US Open ATP: Alexander Zverev vs. Ben Shelton Total Games in First Set Over/Under 8.5" saw a dramatic fluctuation in the win rate of the "Over" option, soaring from 71% an hour ago to the current 89.5% (a fluctuation of 18.5%). Please note the impact of relevant breaking news.

The on-chain security platform Blockaid discovered a vulnerability in the Bitcoin bridge of the cross-chain protocol Symbiosis, where attackers minted approximately 2^62 syBTC to a newly created externally owned account, valued at about 46.1 billion dollars when calculated to 8 decimal places, and sold about 4.39 WBTC on Uniswap V4 on Ethereum, realizing a cash-out of approximately 336,000 dollars.Symbiosis stated that the attack occurred around 4:28 AM on September 11, and the team has suspended the BTC routing, while other routings remain operational and unaffected. The team has recovered about 15 Bitcoins and deposited them into a multi-signature wallet controlled by the team, while offering a 20% white hat bounty on the funds to the attackers, with a deadline of September 13.In recent weeks, Liquid Network, Nomic, and Symbiosis have all experienced security incidents involving the expansion of supply by minting tokens without real asset backing. As of September 13, Symbiosis has not publicly disclosed a technical review of BridgeV2, the final loss amount, or confirmation on whether the attackers accepted the bounty.

Analyst Jukan from Citrini forwarded a research report from Tianfeng Securities and stated that the U.S. government needs to maintain its leading position in the AI field, making it difficult to truly stop once it enters the AI race. Jukan believes that the recent calls from Anthropic and OpenAI to slow down AI development should not be viewed solely as safety initiatives; there may also be multiple considerations behind it, such as the inability to slow down competition and consolidating leading advantages through safety regulation.Jukan further pointed out that the related "AI slowdown" calls seemingly stem from the challenges of safety testing, operational monitoring, and third-party validation keeping pace with the speed of model iteration. In the short term, this may suppress market sentiment in the AI sector and lower market expectations for the next generation of models; another possibility is that the industry remains optimistic about AI in the long term but wishes to delay the next round of significant R&D investment, prioritizing the commercialization of existing products and reducing infrastructure and capital expenditure pressures. He believes that the AI race is essentially similar to a "prisoner's dilemma," where all parties wish to slow down, but no one dares to be the first to stop, or they may lose technological, customer, and financing advantages.Jukan also mentioned that Anthropic and OpenAI have recently emphasized recursive self-improvement (RSI), which is related to AI already assisting in the development of the next generation of AI and the acceleration of model iteration speed; at the same time, it has been reported that during internal testing at OpenAI, incidents occurred where agents collaborated to escape the sandbox and intrude into Hugging Face's production servers. Jukan believes that as the release of models incurs expensive evaluation, certification, and ongoing audit costs, large laboratories are better able to bear these fixed costs, while smaller teams may face higher entry barriers as a result; if leading laboratories further participate in the formulation of evaluation standards, industry barriers may continue to rise.

"White-haired Stock God" Serenity posted on platform X that a piece of information in Oracle's (ORCL) financial report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all renewed GPU computing power has been resold, with prices increasing by 20% compared to previous contracts, and most related equipment has been used for over 4 years. Serenity believes that this situation once again counters "Big Short" Michael Burry's argument about the rapid depreciation of GPUs, while also benefiting Nvidia (NVDA) and the Neocloud computing sector.

According to Cryptoslate, the Securities and Exchange Commission (SEC) of Thailand has proposed a new regulation draft for stablecoins, allowing licensed crypto platforms to only permit customers to deposit or withdraw stablecoins from/to their verified accounts or wallets, prohibiting transfers to others' wallets.At the same time, a limit of 5 million Thai Baht (approximately 150,000 USD) per person per platform per day has been set. The proposal is currently in the public consultation stage, with comments due by September 25, and has not yet come into effect.

ChainCatcher crypto trader Bonk Guy posted on the X platform in response to the recent controversy surrounding his purchase of EMBER and explained his investment logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was about 3 million dollars but did not buy in. After observing for a day due to the rapid growth of platform data, he re-evaluated and bought in from a market cap of about 7 million dollars all the way up to a 20 million dollar market cap.Bonk Guy mentioned that EMBER is the main Launchpad based on Meteora, supporting the use of SOL, USDC, and over 150 tokenized stocks as paired assets for issuing tokens, and employs Meteora Dynamic Bonding Curve technology, while also providing features such as token tax distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember recorded about 51.7 million dollars in trading volume and 561,000 dollars in fees within 3 days of launch, with a total of 2,041 tokens issued, over 41,800 unique wallet addresses, and 149,000 Solana transactions. Bonk Guy compared his purchase of Ember to his previous trade in PONS, stating that he first saw PONS when its market cap was below 1 million dollars, similarly ignoring it for a whole day, and then began buying in at around a 4 million dollar market cap. Rather than whether a popular token has already emerged, it is more important to observe the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, and that Solana's meme trading ecosystem has developed over a longer period, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also mentioned that his trading decisions are not based on market consensus. Some of his past most successful trades often came from identifying opportunities before the market formed a consensus; by the time everyone recognizes it, the asymmetric upside potential is usually significantly reduced.Regarding the recent controversy, Bonk Guy stated that the claim "EMBER has over 50% of Bubblemaps address clusters" has been clarified by Bubblemaps; his previous statement that Ember "was launched by Meteora" is also inaccurate, with a more accurate description being that Ember is based on Meteora's related infrastructure, which is now included in the Meteora ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "US Open WTA: Aryna Sabalenka vs Elena Rybakina," the "Over" option for the sub-market "US Open WTA: Aryna Sabalenka vs Elena Rybakina Total Games in First Set O/U 8.5" has experienced a sharp fluctuation in winning probability, dropping from 78.5% an hour ago to the current 50% (a fluctuation of 28.5%). Please note the impact of related breaking news.

Polymarket data shows that traders expect a 64% probability that Bitcoin will reach $80,000 in September, and a 68.5% probability that it will drop to $75,000. Market pricing indicates a higher likelihood of a downward scenario. The market stipulates that if the Binance BTC/USDT 1-minute K-line highest price reaches or exceeds $80,000 before September 30, it will be determined as "Yes."The market was created on September 7, and prices before creation are not counted; Bitcoin reached $81,265 and $80,329 on September 4 and September 7, respectively. Polymarket data shows that the total trading volume for the September price event is $5.17 million, with liquidity of about $1.46 million; Bitcoin's intraday high reached $79,505, just $495 away from triggering conditions. The probabilities for $90,000 and $100,000 are 8.5% and 1.75%, respectively, while the probabilities for $72,500 and $70,000 are 40.5% and 22.5%.

After the CPI was announced yesterday, Ethereum briefly surged nearly 10%, quickly rising from $2433 to $2667. According to analyst alicharts, this short-term spike was driven by whales, during which the number of Ethereum transactions worth over $1 million increased by nearly 14%.However, alicharts also stated that Ethereum is now approaching a major resistance level. Previously, over 10 million ETH were traded between $2700 and $2800, forming a significant supply barrier. This is the key range that whales must break through for Ethereum to rise to $3000.

According to the Science and Technology Innovation Board Daily, at the Pujiang Innovation Forum results release conference focused on the integration of science and industry, Jin Xianmin, the founder of Turing Quantum, officially launched the TuringQ Gen3 large-scale chip-level scalable optical quantum computer, which is the world's first cabinet-level chip-scale scalable optical quantum computer.The TuringQ Gen3 is equipped with a high-speed programmable thin-film lithium niobate optical quantum chip, integrating core modules such as quantum light sources, programmable optical quantum processing chips, single-photon detection, and quantum-classical heterogeneous computing. It supports single-chip calculations with tens of thousands of photons and millions of modes, achieving chip-level quantum superiority verification, and will explore directions in AI such as world models. Recently, Turing Quantum has obtained registration for listing guidance and plans to IPO on the A-share market, with Guotai Junan as the guiding institution.

According to a report by Decrypt, a new report released by the Bank for International Settlements shows that advanced AI technology has shortened the time window for banks to fix vulnerabilities before attackers exploit software flaws. It warns that periodic security assessments and scheduled patch updates have increasingly become insufficient to meet the challenges, with the time window from vulnerability discovery to exploitation reduced from weeks to minutes.The report focuses on the banks' response capabilities, arguing that financial institutions must accelerate the speed of software fixes and expedite the related authorization decision-making processes.

According to Bitcoin.com, an independent Bitcoin miner mining through Braiins Solo successfully mined a block with a height of 966351, receiving the full block reward of 3.147 BTC, worth approximately $245,000.This is the first time in nearly 40 days that an independent miner has successfully mined a block on the Bitcoin network. The last occurrence was on August 2, when a miner mining through Solo CKPool received a reward of 3.1569 BTC. Currently, the five major mining pools—Foundry, Antpool, F2Pool, ViaBTC, and Spiderpool—collectively control about 78.31% of the Bitcoin network's hash rate, making the probability of independent miners successfully mining a block relatively low.

According to Bitcoin.com, an independent Bitcoin miner mining through Braiins Solo successfully mined a block with a height of 966351, receiving the entire block reward of 3.147 BTC, worth approximately $245,000.This is the first time in nearly 40 days that an independent miner has successfully mined a block on the Bitcoin network. The last occurrence was on August 2, when a miner mining through Solo CKPool received a reward of 3.1569 BTC. Currently, the five major mining pools—Foundry, Antpool, F2Pool, ViaBTC, and Spiderpool—collectively control about 78.31% of the Bitcoin network's hash rate, making it relatively low for independent miners to successfully mine blocks.

Circle's euro stablecoin EURC compliant with MiCA is now live on the South Korean exchange Upbit, covering KRW, BTC, and other markets, providing Korean users with a more convenient access channel.Circle is the issuer of the US dollar stablecoin USDC, and EURC is its euro stablecoin. Upbit is one of the major cryptocurrency exchanges in South Korea.

The cryptocurrency exchange platform Binance's Bitcoin reserves have exceeded 693,000 coins, an increase of about 77,000 coins since late April, accounting for approximately 30% of the total Bitcoin reserves of major exchanges.Bitcoin is currently positioned below the long-term holder supply zone between $83,000 and $85,000, with new accumulation support forming around $75,000. If this support is lost, the next level of concern will be $75,000. Binance had previously announced plans to invest $1 billion to allocate approximately 15,000 Bitcoins, and factors related to the SAFU fund and the Coldcard incident may also influence some holders' custody choices.

Anchorage Digital, a federally chartered crypto bank in the United States, has partnered with the stablecoin protocol Frgmnt to provide institutional clients access to fUSD and sfUSD tokens through its custody platform. Institutional clients can hold, mint, redeem, stake, and unstake fUSD without setting up separate custody arrangements.Frgmnt is a stablecoin protocol built on the Base network, issuing fUSD collateralized by USDC, with collateral assets deployed in on-chain lending markets. Users can stake fUSD for sfUSD to earn yields generated by the underlying strategies of the protocol. According to DeFiLlama data, the protocol has approximately $100,000 locked and is currently in a capped invitation-only testing phase, with plans to open public access and increase deposit limits on September 15. As of September 4, the annualized yield for sfUSD is approximately 13.32%.Anchorage Digital Bank is regulated by the Office of the Comptroller of the Currency, and its parent company, Anchorage Digital, reached a valuation of $4.2 billion after receiving a $100 million investment from Tether in February. Previously, Tether had commissioned Anchorage to issue the stablecoin USAt for the U.S. market in January, and Anchorage has also collaborated with Grupo Salinas, Marinade Finance, and others to expand stablecoin payment and staking services.

In August, core inflation in the United States rose by 0.3% month-on-month, exceeding expectations, but the stock market and cryptocurrency market reacted mildly. After a brief dip, Bitcoin rebounded over 3% to return above $79,000, with the market betting that the probability of a Federal Reserve rate hike in September has risen to 85%.