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Santiment posted that the open interest in BTC has decreased from 321,497 contracts on September 3 to 278,151 contracts on September 11, a reduction of 43,346 contracts, representing a decline of 13.5%. During the same period, the price of BTC dropped by about 5%, so the decrease in open interest was not caused by the drop in coin price.In this regard, Santiment stated that the current market open interest is about 20% lower than the level before the rise in mid-August. The open interest stopped declining on September 11 and has slightly rebounded for two consecutive trading days, indicating that the market's risk-off operations mainly occurred before the announcement of important events this week, rather than during the events themselves.

The Shanghai Financial Regulatory Bureau issued opinions on promoting the quality and efficiency of technology finance in Shanghai's banking and insurance industries. This includes leveraging new technologies such as artificial intelligence to innovate and empower technology finance, encouraging qualified financial institutions to build enterprise-level artificial intelligence platforms, and comprehensively utilizing digital technologies such as big data, blockchain, the Internet of Things, and quantum computing to empower product research and development, business decision-making, risk management, and other aspects, thereby enhancing the intelligent operation level of technology finance.Support financial institutions in strengthening the innovation of technology enterprise evaluation mechanisms, shifting from a traditional focus on financial indicators to an emphasis on innovation capabilities, relying on databases in the field of technology finance, making good use of "Shanghai Science Points," and constructing a dedicated evaluation system for technology finance to accurately portray technology talents and technology-based enterprises, accelerating the development of suitable technology finance products.

According to crypto journalist Eleanor Terrett, U.S. Senate Republicans have released a new version of the CLARITY Act text, referring to it as the "last, best, and final proposal" presented to Democrats before the debate vote ends on Tuesday. The new text includes several adjustments related to ethical standards, BRCA, stablecoin earnings, and provisions related to the Agriculture Committee.Among them, Trump has agreed to about 80% of the content of the Tillis-Gallego ethical standards proposal, including the sale of "significant" crypto-related financial interests or placing them in a blind trust; the stablecoin earnings section introduces a "circuit breaker mechanism," allowing federal regulators to intervene if there is a large-scale flow of community bank deposits into stablecoins, with the relevant judgment to be made by U.S. Treasury Secretary Scott Bessent. Additionally, the scope of BRCA's protections has been narrowed, and the new text further strengthens restrictions on vertical integration, including related party transactions and conflicts of interest involving digital commodity exchanges, brokers, and dealers.

According to The Information, Anthropic has reached a $13.7 billion computing power agreement with Rum Group, which is associated with Trump.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the "Commanders vs. Eagles" event, the "Over" option in the sub-market "Commanders O/U 13.5" has experienced a dramatic fluctuation in winning probability, dropping from 74.5% an hour ago to the current 39.5% (a fluctuation of 35%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Philadelphia Phillies vs. Atlanta Braves" on Polymarket, the "Over" option in the sub-market "O/U 8.5" experienced a dramatic fluctuation in winning probability, plummeting from 55.5% an hour ago to the current 13.5% (a fluctuation of 42%). Please note the impact of related breaking news.

Former U.S. President Trump rejected calls from several senior officials to slow down the development of AI models. During the Irish Open, he stated that the United States is the most advanced country in the world and hopes to maintain this situation. Trump believes that there are many negative forces pushing for matters that should not be raised.

A report released by the blockchain intelligence company TRM Labs shows that most of the transaction volume on the x402 payment protocol launched by Coinbase does not come from AI agents. The report analyzed 198.9 million settlements processed by known x402 facilitators on Base, Solana, and Polygon since May 2025, involving an amount of approximately $52.7 million.After excluding self-payments and other anomalous fund flows, about $25.62 million was identified as potential commercial transactions, of which only 0.6% to 7.5% by amount came from AI agents. TRM pointed out that ordinary scripts, scheduled tasks, and self-trading can also generate the same on-chain records, so the total transaction volume of the protocol is insufficient to measure agent commerce; their model identifies addresses that repeatedly pay for the same service as scripts, which may underestimate the actual scale of single-use agents. During the reporting period, USDC accounted for 99.6% of the settlement value, approximately $52.47 million.Meanwhile, Binance's Agent OS launched in August has integrated the x402 payment layer, Coinbase's Base supports agents and payment startups through a $1 million accelerator, and Amazon also launched AgentCore Payments in May in collaboration with Coinbase and Stripe. TRM recommends improving the on-chain agent registration mechanism, establishing a verifiable counterparty reputation system for agents, and building a monitoring framework suitable for small, high-frequency payments, stating that "agent commerce requires agent compliance."

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.

According to on-chain analyst Ai Yi's monitoring, the LSK project's associated address deposited 3.29 million tokens to Binance 5 hours ago, valued at 3.79 million USD; this deposit occurred after the first rapid decline of LSK (from 2 USD to 1 USD), and shortly after the deposit, a second wave of plummet occurred (from 1.22 USD to 0.7 USD), now rebounding to 1.17 USD.

According to Ledger Insights, the European Securities and Markets Authority (ESMA) recently published the "Trends, Risks, and Vulnerabilities Report for the First Half of 2026," in which digital assets and prediction markets occupy three chapters. Regarding crypto assets, the report warns that the increasing ties between cryptocurrencies and the traditional financial sector pose risks. Concerning tokenization, the report points out that issuing different tokenized versions of the same stock may lead to fragmented liquidity.As for prediction markets, the report believes that prediction markets have not yet seen significant development in Europe. This is because major platforms do not yet hold EU licenses, and in most cases, they need to obtain licenses. The European Securities and Markets Authority (ESMA) outlines some potential advantages of tokenization, including increased efficiency, expanded investor access, programmability, and atomic settlement. On the other hand, ESMA also questions how much these advantages are actually realized within these encapsulated structures.Since the ownership of the underlying stocks is off-chain, there is no single data source on-chain, and self-custody can only be achieved indirectly through these structures. Tokenization structures also introduce additional layers of intermediaries, leading to complexity and risk. The settlement advantages are also difficult to realize. Even if token transfers occur on-chain, the cash portion of the transaction is usually settled separately, whether through bank payments or other channels. This means that for certain transactions, the promised atomic settlement (i.e., simultaneous delivery of securities and cash) has not yet been achieved.

According to CoinGlass data, the Coinbase Bitcoin Premium Index has recorded negative values for 7 consecutive days, with the latest at -0.0205%, indicating that purchasing power in the U.S. market has once again fallen into a slump.Previously, on August 24, the Coinbase Bitcoin Premium Index reappeared with a positive signal for the first time since May 19, reporting 0.0052%, temporarily ending the longest historical negative premium period of 97 days. The Coinbase Bitcoin Premium Index is used to measure the price difference of Bitcoin between Coinbase Pro and Binance. A sustained negative index typically means that Coinbase's pricing is relatively low, which may reflect weak buying interest or significant selling pressure in the U.S. market, but it should not be solely relied upon to determine that institutional funds are flowing out.

AMC CEO Adam Aron once again criticized Robinhood's stock token business in a post, raising several questions to Robinhood CEO Vlad Tenev and Chief Legal Officer Dan Gallagher. Aron stated that stock tokens violate the fundamental concept of stock ownership and questioned why Robinhood continues to heavily promote stock tokens on its U.S. site when it cannot provide relevant products to U.S. users.Aron also questioned whether stock tokens might lead buyers to mistakenly believe they have the same rights as actual shareholders, as well as the 1:1 stock support mechanism: if some of the underlying real stocks used to support the stock tokens are simultaneously lent to short sellers, can the related tokens still be considered truly 1:1 supported? Aron further criticized Robinhood for conducting related business through a Jersey entity, stating that while stock tokens may represent innovation in Robinhood's view, in his view, "it will only bring shame to Robinhood."Yesterday, Robinhood co-founder Vlad Tenev published a lengthy article outlining Robinhood's vision of enabling global investors (especially non-U.S. users) to gain exposure to U.S. stocks and ETFs through blockchain, and he focused on the question of whether issuers need to agree to the tokenization of stocks.

BitMine Chairman Tom Lee stated that the cryptocurrency market will enter an extremely bullish phase in the next 12 months. He believes that the market experienced over $19 billion in leveraged position liquidations on October 10 last year due to the U.S. threatening to impose a 100% tariff on China, and a large amount of borrowed funds has been cleared, suggesting that the bottom of the cryptocurrency market's four-year cycle may appear next month.Tom Lee is also optimistic about the long-term opportunities brought by asset tokenization. He estimates that if $100 trillion in assets migrate on-chain in the future and generate 1% in revenue, it could produce about $1.1 trillion in annual revenue, corresponding to a market opportunity of about $20 trillion based on traditional business valuations.However, BitMine currently holds 5.93 million ETH, with related positions showing a paper loss of about $5 billion. Fundstrat has continuously advised clients to allocate 2% of their portfolios to cryptocurrency assets over the past decade; Tom Lee stated that in the accounts of clients who adopted this advice, cryptocurrency assets currently account for over 85% of their portfolios.

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.