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According to BBX data, global capital giants and publicly listed Bitcoin treasury companies disclosed the latest developments in asset purchases and asset management entities over the weekend. The core information is as follows:Cardone Capital increases its holdings by 20 Bitcoins: Grant Cardone, CEO of the well-known real estate investment company Cardone Capital, stated on social media that the company has recently increased its holdings by 20 Bitcoins in the secondary market, continuing to view it as an important component in combating traditional fiat currency inflation and optimizing treasury allocation.Metaplanet establishes an Asian asset management subsidiary to accelerate the advancement of the "Project Nova" strategy: The Japanese listed company Metaplanet (TSE: 3350) officially announced the establishment of a wholly-owned subsidiary, Metaplanet Asset Management Asia Limited, as the group's core trading execution and asset management hub during the Asian time zone. The initial capital contribution for this subsidiary is set at 1 million USD, with an expected official establishment in September 2026. This entity will collaborate with the previously established asset management company (MAM) in Miami, USA, to form a 24-hour cross-time zone synergy, focusing on asset trading execution, position risk control, and market dynamics monitoring during the Asian time zone. Its main investment targets include Bitcoin, Bitcoin-related stocks, and priority securities issued by Bitcoin treasury companies, among other credit instruments. This move is an important step for Metaplanet in advancing the "Project Nova" Bitcoin financial platform strategy, and the company expects this investment to have a slight impact on the consolidated performance for the period ending December 2026.

White House economic advisor Hassett stated, "Both Trump and I believe there is no reason to raise interest rates, and it is important for the Federal Reserve to maintain the status quo before the election. Trump fully respects Waller's independence."

According to GMGN data, the market capitalization of the BSC chain token BEM briefly surpassed 8 million USD, currently reported at 7.54 million USD, with a 24H increase of 115.6%.It is reported that BEM is the core token of the TapeOut protocol, and users can continuously produce BEM through mining machines. The price of meme coins is highly volatile, and investors are advised to participate with caution.

Anza announced that the second phase of the Solana account rent reduction proposal SIMD-0437 has been launched on the mainnet beta. In epoch 1033, the per-byte parameter used to calculate the minimum balance for rent-exempt accounts has been reduced from 6333 lamports to 5080 lamports, a cumulative decrease of about 27% from the initial level, lowering the SOL balance required to maintain rent-exempt status.Anza also shared instructions for reclaiming excess SOL: users with the appropriate permissions can use the WithdrawExcessLamports instruction to withdraw SOL from token accounts, token mint accounts, etc., that exceed the minimum balance for rent exemption, without needing to close the accounts, and it does not affect the token balance. There is no fixed timeline for subsequent phases; the third phase will only be activated after confirming that the on-chain status growth is within a safe range; adjustments can be made in reverse through SIMD-0438 if necessary.

According to monitoring by Lookonchain, Binance's Bitcoin reserves have risen to 693,000 coins, reaching a two-year high, an increase of about 77,000 coins since the end of April, accounting for approximately 30% of the total Bitcoin reserves on major trading platforms.As the reserve continues to climb, Bitcoin faces strong supply pressure in the range of $83,000 to $85,000.

CoinShares Research Director James Butterfill stated that Bitcoin is currently facing an "unusual combination"—short-term bearish and medium-term bullish factors are present at the same time.In the short term, the U.S. core CPI rose 0.3% month-on-month in August, higher than market expectations. Butterfill said, "The CPI data is marginally negative, increasing the probability of monetary policy tightening, which may limit Bitcoin's immediate upside potential." CME FedWatch data showed that market bets on the Federal Reserve's next rate hike reached as high as 85%.In the medium term, he pointed out that the U.S. Treasury's expanded bond buyback program has failed to effectively lower long-term yields. If this situation continues, it may force authorities to implement larger intervention measures, raising concerns about currency depreciation, which would instead benefit Bitcoin and gold valuations. CoinShares believes that Bitcoin's short-term upside may be limited to below $80,000.

"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 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.

Strategy publicly released the "Bitcoin Investor Guide," compiled by its team, with a revision date of September 7, 2026, and market data as of September 4. The guide is aimed at professional investors, private investors, bankers, advisors, and capital allocators, systematically elaborating on Bitcoin's monetary attributes, investment logic, market structure, portfolio role, custody methods, and risks. The core viewpoint asserts that Bitcoin is no longer just a speculative asset but is becoming the foundation of a new type of digital capital market—a scarce, open, global reserve asset. The long-term logic is based on scarcity, open access, global liquidity, and independent verification, and it may absorb some of the monetary premiums currently attached to gold, real estate, stocks, bonds, and artworks.Key data snapshot (as of September 4, 2026): Bitcoin price is approximately $79,809, the 200-week moving average is about $64,715 (premium of approximately 23.3%); 1-year return is approximately -28.3%, and 10-year annualized return is about 62.8%; 30-day average trading volume is around $28.3 billion, and open interest is about $96 billion; spot ETFs hold approximately 1.27 million BTC, and the total network hash rate is about 935 EH/s. The guide emphasizes Bitcoin's positioning as "digital capital": a maximum supply cap of 21 million coins, no issuer, no expiration date, no contractual cash flows, with value primarily determined by scarcity and the monetary premium assigned by the market. It can be held directly, transferred globally, and independently verified. After the U.S. SEC approves the spot Bitcoin ETP in January 2024, institutional access has significantly increased, and the infrastructure for futures, options, and custody continues to mature. In terms of risk warnings, the guide points out Bitcoin's high volatility, lack of repayment commitments, and the potential for significant price declines; self-custody and third-party custody, ETPs, corporate securities, and derivatives all carry different legal, operational, and counterparty risks; transactions are irreversible, and loss of keys can lead to permanent loss. Strategy, as a publicly listed company with significant Bitcoin holdings, has a vested interest in Bitcoin prices. The document clearly states that it is for educational purposes only and does not constitute investment advice.

Market news reports that SpaceX will increase its weight in the Nasdaq 100 index after the index rebalancing.

Electrum has released version 4.8.2, which includes multiple security fixes and enhances the security of the Bitcoin wallet codebase. The related fixes are based on reports from researchers such as Bitcoin Red Team, Calle, l0rinc, haoxucu, and m0wer.This version addresses a critical backup issue affecting some Lightning wallets that use non-deterministic keys and anchored channels. Previously, the channel backups and full wallet backups of affected wallets may have lacked the keys necessary to transfer funds on-chain after a remote force close request; affected users will receive a warning when starting Electrum and should export a new backup, as the old backup cannot correctly restore funds in this scenario.This version also strengthens Lightning HTLC verification, rejects previously acceptable format errors in xpub/xprv keys, expands the scope of codebase security enhancements, and prevents the Android QR code scanner from reading screenshots. This is the third security-focused version release of Electrum since July, following versions 4.8.0 and 4.8.1.

According to a report by Decrypt, OpenAI's latest flagship model GPT-6 Astra has seen a surge of user complaints on the X platform about its performance "getting dumber" just a week after its release. An anonymous developer, synthwavedd, posted that "Astra feels noticeably dumber today," joking that it was a "post-release lobotomy." Previously praising the model, developer Pranjal Paliwal stated after reviewing the code Astra wrote for him: "We don't have AGI; what we're encountering is a performance regression."Developer Pankaj Kumar listed the symptoms: faster responses with poorer quality, and he suspects OpenAI has lowered the "juice value" (the computational power invested by the model before answering). Salio and researcher Md Ismail Sojal compared Astra on the release day with the current version using the same prompts, both yielding worse results. T3Chat founder Theo believes Astra is simply less stable than Claude Fable, with users beginning to showcase poor results after the honeymoon period ended. There are also opinions pointing out that OpenAI's previous flagship GPT-5.6 Sol experienced a similar cycle in July, when OpenAI executive Tibo Sottiaux denied intentionally weakening the model but admitted the company had been experimenting with "reasoning effort" settings.OpenAI has not released a statement regarding Astra similar to that of Sol.

Jack McDonald, Senior Vice President of Ripple Stablecoin, stated in an interview with CoinDesk that corporate treasuries represent a significant growth opportunity for the RLUSD stablecoin, with Ripple Treasury clients processing approximately $13 trillion in transactions annually. This business is built on Ripple's acquisition of financial management software provider GTreasury for $1 billion last year, providing Ripple with a vast customer pool of around 1,200 corporate treasurers and CFOs who transfer funds across borders, between subsidiaries, and domestically.McDonald pointed out that the circulating supply of RLUSD has increased by over 50% in the past month, reaching $2.4 billion, with about $1 billion on the XRP Ledger and $1.4 billion on Ethereum. However, he emphasized that he values the token's utility and daily activity more than its market capitalization, noting that RLUSD's daily active volume has more than doubled since the beginning of the year, rising from about $200 million last month to approximately $750 million. Payments and capital markets are currently the two main application areas, and Ripple has collaborated with institutions such as Franklin Templeton and DBS in tokenized money market funds and lending.In the European market, Ripple plans to introduce RLUSD locally through a dual issuance structure compliant with the EU MiCA framework and has already obtained regulatory authorization in Luxembourg.

The BRICS countries issued a joint statement expressing deep concern over the escalation of tensions in the Middle East, calling on countries in the region to exercise maximum restraint. The statement did not name specific countries involved in the Middle East conflict but urged avoiding actions that could exacerbate the situation and encouraged promoting long-term peace and stability through dialogue and diplomatic efforts.

According to Coinglass data, the total contract open interest for ETH has decreased by 6.42% in the past 24 hours, with the current total open interest at 32.317 billion USD. Among them, the open interest for Binance is 9.186 billion USD, for OKX is 1.827 billion USD, for Bybit is 2.251 billion USD, and for Gate is 3.109 billion USD.

According to Whale Alert monitoring, at 21:25 Beijing time, USDC Treasury minted approximately 111 million USDC on the Ethereum chain.

According to on-chain analyst Axel Adler Jr., in the past 24 hours, Bitcoin's open interest (OI) has decreased by approximately 13,600 BTC, while the BTC price has remained relatively unchanged during the same period.He stated that the decline in open interest size, despite no significant drop in price, indicates that the market is actively deleveraging, which helps reduce the risk of concentrated liquidations of high-leverage positions and triggering a chain liquidation.

According to Arkham monitoring, Morgan Stanley has continuously increased its holdings of Bitcoin through its spot Bitcoin exchange-traded fund MSBT for three consecutive days, spending a total of 15.81 million dollars to acquire approximately 203.446 BTC. As of now, its total Bitcoin holdings have surpassed 7,800 coins, currently reaching 7,855 coins, valued at over 600 million dollars.

According to Token Terminal data, the number of tokenized stock asset holders has increased by 619.1% over the past 90 days to 3.6 million. BNB Chain leads with 1.5 million, followed closely by Robinhood Chain with 1.2 million, and Solana with 647,500.Token Terminal indicates that distribution channels are rapidly becoming a key battleground for tokenized stocks.