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The new regulations from the Central Bank of Brazil require virtual asset service providers to meet compliance requirements related to capital, auditing, anti-money laundering, and ongoing reporting, with capital requirements reaching up to 37.2 million reais, approximately 7.2 million US dollars. Currently, among about 300 related institutions, only 20 to 25 may meet the conditions to apply for authorization, and it is expected that only 10 will obtain licenses.Some small platforms have ended or restructured their retail operations, including Bitnuvem, NovaDAX, Digitra, and Coinext, but these platforms did not attribute their decisions to the new regulations. Institutions that fail to meet the requirements will also face ongoing compliance costs, and some businesses may struggle to maintain operations. Related institutions must apply for authorization by October 30, and those that do not apply will cease operations within 30 days and notify customers.Isabel Longhi, Head of Public and Regulatory Policy for Ripple Latin America, stated that market consolidation is expected to occur as the Brazilian crypto market matures, but the new regulations will limit innovation in the short term.

According to Defimon monitoring, the Ampleforth governance system Governor Bravo has a suspicious proposal 54, involving approximately 2.5 million dollars of treasury funds. This incident has been classified as an access control risk and a malicious governance proposal, and the related funds have not yet been transferred out.The Ampleforth time-lock contract currently holds about 2.538 million USDC, so this proposal involves nearly all treasury assets. The proposer disclosed that they wrote the proposal themselves and plan to vote through a delegated address holding 87,238 FORTH, which accounts for about 0.57% of the supply, slightly above the proposal threshold of 75,000 FORTH. The quorum for the proposal is 600,000 FORTH, which, at the current price of FORTH at 0.22 dollars, is worth approximately 132,000 dollars.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the well-known trader @XXAntiWar's related addresses have currently completed 3 ZEC short positions, with a total profit of approximately $727,000 and a settled trade win rate of 100%. In addition, they still hold a 3x ZEC short position worth $4.5 million, currently facing an unrealized loss of about $23,000.Specifically, the address 0xfe5...5d850 previously shorted ZEC twice near $1273 and $1181, with a total profit of approximately $693,000; the address 0x0c4...5d516 shorted ZEC worth $3.56 million at an entry price of $1129, making a profit of about $34,000.The address 0x9bb...9bbf2 opened a 3x ZEC short position worth $4.5 million at 5 AM today, with an entry price of $1120.8, currently facing an unrealized loss of about $23,000.

CoinDesk reported that Robinhood Chain's daily revenue dropped 87% from its peak on September 4, to $1.06 million. The decline was not due to a decrease in activity, but rather higher capacity reduced congestion fees.During the same period, DEX trading volume approached $2 billion, and active addresses increased by 16.5%.

The supply chain reports that the capacity for high-end testing interfaces for AI chips is tight. NVIDIA has significantly raised prices to secure the capacity of mainstream testing interface vendors' probe cards and test sockets, causing some R&D and engineering validation demands to be squeezed out.Including wafer foundry TSMC and chip manufacturers, multiple supplier validations have been initiated to cope with the supply pressure after capacity has been locked.

Solana treasury company SkyAI (formerly Sharps Technology, stock code SKYA) is facing shareholder opposition ahead of its annual shareholder meeting on September 18. A group holding nearly 10% of shares plans to vote against the re-election of the entire board of directors.The group's concerns include the weakening of shareholder rights, the "poison pill" plan, and related party transactions.

Bitfinex Alpha report shows that Bitcoin has been consolidating in the range of $77,100 to $81,300 over the past 20 trading days, with the current price close to the key support level at the lower end of the range. If it breaks above $81,300, the volume vacuum above may drive the price quickly up to $86,500. The options market has shifted protection to contracts expiring on September 18 ahead of the Federal Reserve's interest rate decision.The report also points out that while Bitcoin's volatility has decreased, altcoins are performing actively, with all 29 major cryptocurrencies rising last week, Polkadot up 43%, and Zcash up 42%. The open interest in altcoin perpetual contracts has surpassed Bitcoin for the first time this week, a situation that historically often accompanies market correction risks.

Iran is gradually relaxing foreign exchange controls and allowing companies to use Tether (USDT) and Bitcoin for cross-border transactions. According to informed sources, the Central Bank of Iran has encouraged companies in recent months to repatriate overseas funds through local cryptocurrency exchanges, and companies can also exchange foreign currency in the open market, using export revenue directly for imported goods. An executive close to the Iranian regime stated that the central bank is currently not questioning the methods of fund transfer, and using cryptocurrency to receive export payments has become the norm.Data shows that approximately $10 billion worth of cryptocurrency will flow through Iran by 2025, and blockchain analytics firm Elliptic estimates that Iran accounts for about 4.5% of global Bitcoin mining activity. There are still over $100 billion in undeclared overseas and domestic earnings within Iran, with more than 20,000 individuals and companies failing to fulfill their obligation to repatriate approximately €94 billion in export revenue. Tether had previously frozen about $344 million in wallet assets related to the Central Bank of Iran, and the U.S. Treasury has also warned that engaging in digital asset transactions with Iran may face sanction risks.

According to Cointelegraph, the Attorney General's Office of the State of Mexico (FGJEM) reported that two suspects, Diego Sebastián and Gerardo, were arrested for allegedly murdering Jonathan Meléndez, the keyboardist of the rock band Camilo Séptimo, along with his pregnant wife, daughter, and an employee. The family's golden retriever was also killed.The suspects are accused of committing the crime to obtain a cold wallet that allegedly contained millions of dollars in Bitcoin, with one of the suspects being a business partner of the victim, using that relationship to gain access to the victim's home. The two will appear in court on Wednesday, where the judge will decide if there is enough evidence to continue the criminal proceedings. If convicted, each suspect could face a prison sentence of 25 to 70 years corresponding to each victim.Such violent robberies targeting cryptocurrency holders (known as "ransom attacks") are on the rise. According to CertiK data, there were 52 reported ransom attack incidents globally in the first half of 2026, a year-on-year increase of 33.3%; among them, there were 20 home invasions targeting cryptocurrency holders, compared to only 1 during the same period last year.Chainalysis estimates that in the first half of 2026, criminals stole over 30 million dollars in cryptocurrency through ransom attacks. In 2025, global ransom attack incidents increased by 75% to 72 cases, with France leading with 19 cases, accounting for about 40% of the total attacks in Europe.

Former U.S. President Trump published a revised version of the U.S. presidential rankings on Truth Social, expanding upon the version released a few days ago. In the latest ranking, former U.S. presidents are categorized into six levels: "Greatest," "Great," "Near Great," "Average," "Below Average," and "Losers."Trump lists himself separately in the "Greatest" category, ranking above Abraham Lincoln, George Washington, and Franklin D. Roosevelt. Compared to the first version he released, Reagan has been added to the "Near Great" category, while Hoover has been downgraded to the "Losers" category. Biden and Obama have consistently remained in the "Losers" category.

Licheng, Jingyuan Electronics, and Silergy all reported year-on-year and month-on-month revenue growth in August, with Licheng and Silergy setting new historical highs for two consecutive months. Licheng's consolidated revenue in August was 8.558 billion New Taiwan Dollars, a month-on-month increase of 3.48% and a year-on-year increase of 24.46%. After breaking the 8 billion mark for the first time in July and setting a historical high, August saw another record. The cumulative revenue for the first eight months reached 61.258 billion New Taiwan Dollars, a year-on-year increase of 30.83%. Jingyuan Electronics reported revenue of 4.08 billion New Taiwan Dollars in August, a month-on-month increase of 2.23% and a year-on-year increase of 31.58%. The cumulative revenue for the first eight months was 29.404 billion New Taiwan Dollars, a year-on-year increase of 35.53%. Silergy's revenue in August was 2.07 billion New Taiwan Dollars, with a month-on-month increase of nearly 3% and a year-on-year increase of nearly 29%. The cumulative revenue for the first eight months reached 15.26 billion New Taiwan Dollars, a year-on-year increase of over 20%.Licheng's main source of growth this year remains the rebound in demand for memory packaging and testing. Licheng previously anticipated that revenue in the third quarter would show single-digit quarter-on-quarter growth, with the fourth quarter having the potential to exceed the third quarter. The momentum for memory orders is expected to continue until the end of the year, with a positive market outlook at the beginning of next year. In addition to its core memory business, advanced packaging has become a key focus for the next phase of development. The panel-level packaging has already been adopted by American clients, and the production capacity of the P11 plant has been secured by clients, with plans to enter the mass production phase of integrated ASIC and HBM AI chips by mid-2027.Jingyuan Electronics has been actively expanding its high-end testing capacity in recent years, with AI-related products becoming an important driving force for its operations. The testing demand for AI GPUs, ASICs, and high-performance computing chips remains its main source of growth. Silergy pointed out that the demand for AI and high-speed interconnects is strong, including an increase in demand for high-performance computing chips such as CPUs, GPUs, ASICs, and AI accelerators. After completing the cleanroom construction at the newly acquired Hukou plant in February, Silergy began mass production in July, currently achieving 40% of the total capacity of the plant and gradually taking on new demand from overseas clients.

According to CoinDesk, Solana plans to activate Transaction v1 this Wednesday, increasing the maximum capacity of a single transaction from 1232 bytes to 4096 bytes, more than tripling it. After the upgrade, complex operations that previously required splitting into multiple transactions are expected to be consolidated into a single transaction, including large cryptographic proofs, multi-signature payments, and certain privacy transfers.Transaction v1 has been running on the Solana testnet and development network, and the existing transaction format can still be used. Wallets and applications will only need to upgrade when larger transaction space is required. However, on-chain data services relied upon by block explorers, wallets, and trading applications need to adapt to the new format; otherwise, they may not be able to correctly read transaction and priority fee information.This upgrade aims to alleviate the structural limitations imposed by Solana's long-standing 1232-byte transaction cap, further enhancing its ability to handle complex applications. The 4096-byte limit references the common 4KB memory page size of validator hardware to avoid excessively large single transactions that increase network and validation node processing costs.

According to CoinDesk, Glassnode data shows that Bitcoin wallet groups have collectively turned to net selling for the first time since early June. Bitcoin fell below $80,000 after being blocked at the key resistance level of $83,000. The current Glassnode accumulation trend score is 0.37, close to 0, indicating selling, led by whales holding over 1,000 BTC.In the previous three months, almost all groups were actively accumulating, with Bitcoin trading sideways around $60,000. Bitcoin is also facing resistance at approximately $79,687, the 50-week moving average. However, the 50-day moving average may cross above the 200-day moving average as early as Tuesday, forming a golden cross, providing an optimistic signal for bulls, which means Bitcoin may eventually break through the resistance zone.

Samsung Electronics' wafer foundry division has recently surpassed 50% in the allocation of production capacity for the sixth-generation high bandwidth memory HBM4 substrate chips in the 4-nanometer process. The industry states that this division will invest more than half of its 4-nanometer wafers into HBM4 substrate chip manufacturing in the second half of this year to expand supply to companies like NVIDIA, Broadcom, and AMD.Samsung initiated mass production and shipment of HBM4 in February this year and plans to increase supply starting from the third quarter, significantly increasing the related wafer input since mid-year. This chip is based on Samsung's wafer foundry 4-nanometer (SF4) process. As of last month, over 50% of its total 4-nanometer capacity has been allocated to HBM4 substrate chips. According to insiders, Samsung's 4-nanometer process is currently at full capacity, with HBM4 substrate chips accounting for about 50% to 60%, and this high proportion will be maintained in the second half of the year.Samsung's wafer foundry production lines at Pyeongtaek Plant 2 and Plant 3 are mass-producing processes ranging from 4 to 7 nanometers, with a monthly capacity of about 30,000 wafers for the 4-nanometer process. Based on this, the wafer input related to HBM4 substrate chips is estimated to be about 15,000 wafers per month. During the second quarter earnings call, Samsung stated that it expects HBM4 revenue to increase more than threefold quarter-over-quarter in the third quarter, with HBM4 revenue in the second half expected to exceed 60% of the company's overall HBM revenue.

According to on-chain data from DeFiLlama, there was a significant divergence in the capital flow of mainstream public chains over the weekend. BNB Chain saw a net inflow of approximately 28.22 million USD in the last 24 hours, indicating that funds are still continuously gathering in the BSC ecosystem; in contrast, Robinhood Chain experienced a net outflow of about 18.04 million USD in the last 24 hours. Earlier data from September 5 showed that Robinhood Chain had a net outflow of approximately 21.07 million USD in a single day, making it the network with the largest capital outflow among major public chains that day.In terms of capital activity, although Robinhood Chain experienced a net outflow, on-chain trading activity remained relatively high. DeFiLlama data shows that its DEX trading volume in the past 7 days was approximately 10.424 billion USD, an increase of 95.26% compared to the previous week, with a DEX trading volume of about 1.368 billion USD in the last 24 hours; BNB Chain's DEX trading volume in the past 7 days was approximately 8.254 billion USD, a weekly increase of 20.99%, with a net inflow of about 28.22 million USD in the last 24 hours.Meanwhile, data from September 6 indicated that Solana's DEX trading volume in the past 24 hours was approximately 1.96 billion USD, surpassing BNB Chain's 1.64 billion USD and Robinhood Chain's 1.61 billion USD, reclaiming the top spot in DEX trading volume among mainstream public chains. Overall, the past weekend showed characteristics of "high trading activity maintained, with a rebalancing of capital flow" among mainstream public chains: BNB Chain continued to absorb funds against a backdrop of high trading volume, while Robinhood Chain, despite rapid growth in DEX trading volume, experienced continuous net outflows, suggesting that some funds may be leaving the network after high-frequency trading.

On September 7, China's leading packaging and testing company Changdian Technology announced plans to raise no more than 6.5 billion yuan (approximately 968 million USD) through a private placement of shares, aimed at expanding advanced packaging capacity for AI chips and related technology research and development.The funds raised will primarily be directed towards the construction of production lines for high-density system-in-package and wafer-level packaging aimed at AI computing chips, in response to order demands from clients such as NVIDIA and AMD. Changdian Technology stated that the bandwidth and heat dissipation requirements for packaging technology have significantly increased for AI chips, and existing capacity is nearing full operation. This fundraising plan still requires approval from the shareholders' meeting and regulatory authorities.

The Bank of Korea stated that thanks to Samsung Electronics and SK Hynix actively expanding domestic production facilities, South Korea's leading advantage in memory chip capacity is expected to further expand.The Bank of Korea expects that new chip factories to be put into production by 2028 will increase South Korea's monthly wafer capacity by approximately 600,000 wafers.

According to Electronic News on September 3, Micron plans to double its high bandwidth memory (HBM) production capacity compared to last year, with a maximum addition of 60,000 wafers per month by the end of this year. Insiders say that Micron's HBM output was about 40,000 to 50,000 wafers per month last year, and it is expected to reach about 100,000 wafers per month by the end of the year, narrowing the gap with Samsung Electronics and SK Hynix.Micron is increasing procurement orders from multiple HBM equipment suppliers, with production bases mainly in Taiwan and Singapore, continuously introducing equipment. Currently, the output is mainly HBM3E 12-layer, with HBM4 12-layer accounting for about 20% to 30% at the beginning of this year, which may rise to as high as 50% by the end of the year. HBM4 12-layer will be used in NVIDIA's latest AI accelerator, Vera Rubin, and Micron has started mass production of this product since the second quarter of this year.Micron CEO Mehrotra stated in the Q3 earnings call for fiscal year 2026 in June this year that the ramp-up speed of HBM4 12-layer mass production is about twice that of HBM3E 12-layer, and cumulative revenue from HBM4 shipments has exceeded $1 billion. The industry believes that Samsung and SK Hynix each have HBM production capacities of about 150,000 to 200,000 wafers per month. Counterpoint data shows that in Q2 of this year, the global HBM market shares were SK Hynix 50%, Samsung 32%, and Micron 18%. Micron is also preparing related investments in Hiroshima, Japan.

According to Cointelegraph, the Australian Securities and Investments Commission (ASIC) stated that cryptocurrency companies relying on temporary regulatory exemptions must apply for an Australian financial services license or apply to amend their existing licenses by September 30.Starting from October 1, businesses that do not meet the conditions for ASIC's non-action stance and still require authorization may violate the Financial Services Act and face civil or criminal penalties, with fines of up to 10% of annual turnover. ASIC noted that since updating the relevant guidelines in October 2025, it has received over 45 applications for licenses related to digital assets.