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Today, Bitget CFD Chief Analyst Lewis Huang analyzes the latest Fed interest rate decision and market trends. He pointed out that although the Fed kept interest rates unchanged, the 3 dissenting votes supporting a rate hike indicate a strengthening of internal hawkish forces. Coupled with sticky inflation and geopolitical risks, market expectations for a 25 basis point rate hike in September have risen to 72%, pushing U.S. Treasury yields higher and further suppressing U.S. stock valuations.Combining technical analysis and practical operations, Lewis Huang stated that as rate hike expectations ferment, technology stocks and overall market valuations face significant pressure, with the Nasdaq and S&P 500 indices showing clear bearish signals; on the other hand, the U.S. dollar index is likely to remain strong under hawkish support, while oil shows resilience supported by geopolitical situations.He suggests that CFD traders should align with the macro theme of "tightening expectations" at this stage, closely monitor the upcoming Jackson Hole annual meeting guidance, and flexibly seize both long and short trading opportunities, such as shorting indices at high levels and going long on the dollar in forex.

According to Jinshi News, Microsoft is considering offering some internally developed AI models with open weights.

According to Bitcoin Magazine, Spain's largest bank, Santander Bank, reported that it holds a spot Bitcoin ETF worth $4.3 million.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $60,865.39 in a single transaction regarding the "Federal Reserve's September decision" event, targeting a "25 basis point rate cut." Based on the current transaction price, the latest corresponding win rate for this subject is 96.42%.

Aave founder Stani stated that the recent gradual contraction of low adoption assets and networks on Aave should not be interpreted as a judgment on any L1 or L2. This move is primarily aimed at reducing Aave's risk exposure in operational, technical, and economic aspects, thereby concentrating resources on more impactful key directions, including expanding existing high-value markets and developing securities financing business.He also emphasized that L2 remains an important component of the Ethereum user experience. For example, the stablecoin vault in the Aave application uses L2 as its accounting layer, with the goal of driving mainstream users into decentralized finance. Meanwhile, networks like Avalanche are also promoting the on-chain of real-world assets through institutional business expansion, which has been a relatively weak area for Ethereum in the past.

According to data from RootData stock derivatives exchanges, the top three exchanges by cumulative trading volume in the past 7 days are Binance, Hyperliquid, and OKX.The total trading volume of the three exchanges is approximately $174.028 billion, accounting for 73.26% of the market share. Among them, Binance has a total trading volume of about $116.173 billion in 7 days, with a market share of 48.91%; Hyperliquid has about $30.618 billion, with a market share of 12.89%; and OKX has about $27.236 billion, with a market share of 11.47%.

According to Jinshi, rare internal disagreements within the Federal Reserve have disturbed market expectations, leading to a softening of the dollar, which in turn boosted basic metals such as copper and aluminum.Meanwhile, the conflict in the Middle East continues, coupled with a bottoming out of aluminum inventories and unusual movements in copper warehouse receipts, basic metals are seeking direction amid macroeconomic games and supply-demand struggles.

According to on-chain analyst Emmett Gallic, Bitcoin addresses associated with Bitminter founder Geir Harald Hansen recently transferred 829 BTC, some of which had not moved for 8 years.Hansen's Bitminter was one of the early mining pools, at its peak accounting for nearly 10% of the Bitcoin network's hash rate, having mined a total of 208,232 BTC.

Zcash founder Zooko Wilcox posted on platform X, stating that some users believe there may be a secret increase in the supply of ZEC, and that it may take waiting for the Ironwood migration to complete or even months or years to confirm, but this view is incorrect.Zooko Wilcox stated that users can currently verify the current supply of ZEC themselves through their local computers, with data showing that the total supply of ZEC is 16,848,458 coins.

According to Russian media bits.media, Igor Runets, the founder of Russia's largest mining company BitRiver, has been transferred from house arrest to detention pending trial by the Zamoskvoretsky Court in Moscow due to allegations of fraud amounting to 100 million rubles. He will be held in custody for at least two months. The charges are based on Part 4 of Article 159 of the Criminal Code of the Russian Federation—"particularly large-scale fraud committed by an organized group."The investigation claims the case involves the supply of mining equipment, causing nearly 100 million rubles in losses to the metallurgical and energy companies under the En+ Group. Investigators requested the detention of Runets on the grounds that he might influence witnesses, and the court approved this request. Representatives of BitRiver and Runets' lawyer have not yet commented on the court's ruling, and the progress of the case will depend on the equipment appraisal and witness testimonies from En+. In February of this year, Russian law enforcement suspected Runets of concealing assets to evade taxes, leading to his arrest and house arrest on charges of tax evasion. BitRiver is facing bankruptcy and ownership risks, with its owner Fox Group having debts of approximately 9.2 million dollars, and assets insufficient to repay the debts, prompting a bankruptcy application.

Castle Labs released a report stating that since the beginning of the year, crypto protocols have generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the fundamentals of the protocols. The report analyzes six protocols, including Aave, Hyperliquid, PumpFun, and Uniswap, finding that they collectively generated about $726 million in revenue in the first half of 2026. However, after accounting for token issuance, unlocks, and incentives, the net value inflow for token holders turned negative for some projects.The report points out that Hyperliquid has burned over 47 million HYPE tokens, and PUMP has completed over $315 million in buybacks, yet the token is still down about 60% from its issuance price. Protocol revenue does not necessarily translate into token value, and investors should also pay attention to factors such as value return mechanisms, token unlock pressure, and equity structure.

OpenSea Chief Marketing Officer Adam Hollander announced on the X platform that he will be leaving after a year and a half in his position this week. He stated that this decision is "more personal than professional" and emphasized his confidence in the company's direction, products, and team, clarifying that he is not leaving due to another job opportunity, but plans to focus on health, family, and personal life moving forward.OpenSea co-founder and CEO Devin Finzer responded, saying "I’m glad to have fought alongside you," and noted that the team will continue to communicate openly with the community. Hollander joined OpenSea in early 2025.

The U.S. District Court for the Eastern District of Wisconsin dismissed the CFTC's request for a preliminary injunction to prohibit Wisconsin from enforcing sports-related event contracts on platforms such as Kalshi, Coinbase, Robinhood, Polymarket, and Crypto.com. The court found that the CFTC failed to demonstrate a likelihood of success on its claim—that the Commodity Exchange Act (CEA) defines "swaps" to include sports event contracts—and that gambling regulation falls within the traditional police powers of the states, with federal law not clearly indicating an intent to preempt state law.Additionally, the court also denied the intervention requests from Kalshi, Crypto.com Derivatives North America (CDNA), and the American Gaming Association (AGA). The substantive litigation between the CFTC and the state of Wisconsin will continue to proceed.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

According to Jinshi reports, CME's "Fed Watch" shows that the probability of the Federal Reserve maintaining interest rates unchanged until September is 36.8%, the probability of a cumulative rate hike of 25 basis points is 63.2%, and the probability of a cumulative rate hike of 50 basis points is 0% (before the Federal Reserve's decision, these were 17.8%, 60.2%, and 22% respectively).By October, the probability of maintaining interest rates unchanged is 26.2%, the probability of a cumulative rate hike of 25 basis points is 55.6%, the probability of a cumulative rate hike of 50 basis points is 18.2%, and the probability of a cumulative rate hike of 75 basis points is 0% (before the Federal Reserve's decision, these were 11.9%, 46.1%, 34.7%, and 7.3% respectively).

According to Jinshi reports, U.S. President Trump stated that Federal Reserve Chairman Waller is outstanding.

According to Jinshi reports, Federal Reserve Chairman Waller stated that we are observing rising yields and are striving to stay out of it.

According to Jinshi, Federal Reserve Chairman Waller stated that the Federal Reserve had a heated discussion around four issues, including high inflation over the past five years, recent economic shocks, price increases caused by the shocks, and monetary policy tools and strategies.