ey

Arthur Hayes posted on the X platform that, aside from AI safety risks, if companies like Anthropic, OpenAI, and SpaceX no longer act as buyers of computing power, the U.S. government may need to take on that role; another scenario is that if the demand for computing power disappears, leading to defaults on related AI debts, the Federal Reserve may need to "print money" to rescue the insurance institutions holding those debts. Hayes stated that regardless of which option is chosen, it will ultimately need to be resolved through monetary expansion, jokingly referring to this situation as "Yachtzee."

Jiang Zhuoer, the founder of the Liebit Mining Pool (B.TOP), stated that BTC has fallen as expected, with $76,500 being a key support level (the lower bound of the ascending channel, as well as the Fibonacci 23.6% retracement from the rise of about $57,000 to $82,000). If it falls below $76,500, the decline may accelerate, and the next focus will be whether the previous low of $75,500 can hold.He previously mentioned two possible scenarios: a) a rebound before reaching $75,000, which would make it more likely to rise back to $80,000, or even up to the high resistance area of $83,000 to $84,000, before starting a major correction; b) if it effectively breaks below $75,000, it will trigger a correction corresponding to the original rise from $64,000, expected to reach $70,000 to $72,000, before entering the next phase of a bull market. Jiang Zhuoer believes that the voting on the "Cryptocurrency Market Structure Act" (i.e., the CLARITY Act) next week and news from the Federal Reserve may become key catalysts, thus maintaining a neutral position of full BTC short positions + full ETH spot positions.

According to The Defiant, Daniele Sesta announced the deployment of the self-developed automated market maker Equilibra on the Robinhood Chain, stating that the product belongs to the HeyAnon project token ANON.Driven by this, the price of ANON surged approximately 220% within 24 hours, rising from $0.2159 to $1 at one point, currently around $0.6967, with a trading volume of $3.2 million, about 15 times that of the previous day. ANON's circulating market cap is approximately $10.7 million, with a circulating supply of 15.3 million tokens and a total supply cap of 21 million tokens. Its main liquidity is concentrated on decentralized trading platforms such as Ethereum's Uniswap V3 and Solana's Raydium, and it is also listed on centralized exchanges like MEXC, Gate, and KCEX.

Cointelegraph reported that Morgan Stanley set a target price of $250 for Coinbase, implying an upside potential of about 43%, as its business expands beyond cryptocurrency.

Solana social wallet Hey Wallet announced on X that it will shut down its product. This product allows users to send SOL through tweets, tip creators, mint NFTs, and conduct transactions on X, Discord, and Telegram.Hey Wallet thanks users who have used the above features and reminds users to back up their wallets.

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.

The first two batches of confiscated assets in the Singapore 3 billion Singapore dollars money laundering case have officially opened for auction, with an overall estimated value between 2.9 million and 3.9 million. The auction is conducted solely online, and bidders cannot place bids in person or via phone. Currently, the confiscated items are stored in the Le Freeport warehouse at Changi North, and interested bidders from Singapore and abroad can visit, but must make an appointment in advance, with limited slots available. Among the items, the most notable are the limited edition pumpkin bags from Louis Vuitton and Yayoi Kusama.It is reported that this case is one of the largest money laundering cases in Singapore in recent years. The involved person, Wang Shuiming's partner, Su Weiyi, has been confirmed as the mastermind behind the cryptocurrency platform scam Atom Asset Exchange. Another involved person, Su Baolin, had received illegal online gambling proceeds from abroad through USDT and exchanged part of the USDT for at least 463,000 Singapore dollars in cash in 2023. He also used USDT to purchase a Toyota Alphard.

On-chain monitoring shows that the Morgan Stanley subsidiary MSBT Bitcoin ETF received 51.58 BTC from Coinbase Prime one hour ago, amounting to approximately 4 million dollars.In the past two weeks, the ETF has received a total of 641.87 BTC, approximately 50.6 million dollars, with the related address being bc1qa3ph5cax0vwc36rl4r9qsgvjr0ax6r4qm2t38l.

The latest Markets Pulse survey shows that if the 10-year U.S. Treasury yield reaches 5% to 5.25%, it could lead to a 10% drop in U.S. stocks from their peak. Among 122 respondents, about 30% believe this yield level is sufficient to trigger a correction. The current yield has risen above 4.96%, reaching a three-year high. The Chief Economist at RSM stated that the market is on the brink of a correction.

Morgan Stanley stated that although market expectations indicate that data center investment will slow down, the growth of AI semiconductor suppliers may continue to exceed the broader growth of cloud spending by 2028 due to strong demand for advanced chip packaging.It is expected that the total capacity of advanced packaging will grow by about 50% by 2028, while the capital expenditure growth of cloud service providers will be 12%.

According to BBX data, yesterday and in recent days, major global stock exchanges and cross-border payment giants disclosed the latest business developments in the tokenized stock ecosystem and stablecoin retail settlement, with the core dynamics as follows:Nasdaq Ventures plans to invest $100 million in Kraken's parent company, with stock tokens set to launch in 2027: Cryptocurrency exchange giant Kraken's parent company Payward announced an expansion of its strategic cooperation with Nasdaq. Nasdaq's strategic investment division, Nasdaq Ventures, has reached an agreement with Payward to inject $100 million into it. The two parties will jointly promote the operational system and commercial infrastructure of Nasdaq Equity Tokens (NETs), which are expected to officially hit the market in the second quarter of 2027, and deeply connect Payward's xStocks tokenized equity ecosystem through the established cooperation framework.MoneyGram launches stablecoin debit card, initially supporting USDC for Visa network spending: Global traditional cross-border remittance giant MoneyGram announced the launch of a payment card supported by stablecoins. This card allows users to make purchases directly within the global merchant network that accepts Visa, with the initial market set in Colombia, gradually expanding to other countries and regions over the following months. Users can register through the MoneyGram App and link the electronic card to their mobile wallet for online and offline spending, as well as transfer funds to themselves and redeem local fiat currency cash at global offline locations. Initially, the card will support USDC issued by Circle, with plans to further integrate MoneyGram's proprietary stablecoin MGUSD in the future.

Honeypot Finance founder and early investor in RootsFi, Wilson, stated that Pons reached an annualized revenue speed of 100 million dollars within two months, ranking first on related lists. Wilson reflected on his experience meeting Ozzy at Berachain and investing in RootsFi, stating that Ozzy's sincerity, technical ability, and resilience were the reasons for early support.Wilson indicated that Pons is built on the Robinhood Chain, and its V2 design allows new tokens to trade on a bonding curve first, and after meeting conditions, enter the permanently locked liquidity Uniswap V4 pool, with the priced assets being either native ETH or ERC-20 approved by Pons. He believes this mechanism creates a convergence point for meme culture and stock tokens, and stated that he will continue to support Ozzy, optimistic about Pons's future development on the Robinhood Chain.

According to The Block, global payment company MoneyGram has launched its first stablecoin Visa card in Colombia, developed with the assistance of stablecoin payment infrastructure company Rain.The card is currently available in digital form, allowing users to hold a USD stablecoin balance within the MoneyGram app and make online and offline payments through the Visa network. Users can also exchange their balance for local cash and withdraw it at MoneyGram locations.Initially, the card supports USDC, and MoneyGram plans to add its own stablecoin MGUSD in the near future. The company also plans to launch a physical card by the end of 2026 and will first expand its business to other markets in Latin America.

A Reuters survey shows that 55% of bond strategists expect the yield on the U.S. 10-year Treasury note to reach 5% within three months.

According to blockchain data analysis company Bitrace, another leading trading guarantee platform "Welfare Guarantee" began to withdraw all money laundering-related public group merchants last night. The withdrawal scope includes illegal entities commonly known as "Card Connection Back to U" and "Cash Car."Bitrace stated that the "Welfare Wallet" operated by Welfare Guarantee is currently experiencing rapid capital outflow. Since the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) officially announced sanctions against Xinbi Guarantee, the wallet has recorded an outflow of 9.3 million USDT. Bitrace previously mentioned that due to the sanctions against Xinbi Guarantee, abnormal capital outflows have occurred in its secretly deployed sub-guarantee platforms, and a large number of guarantee merchants are rapidly exiting the related market.

Some criminal gangs use "free credit card repayment" as bait to lure ordinary people into providing credit card and identity information. They then launder illegal funds from overseas gambling, telecom fraud, and other activities by fabricating consumption and other means, and subsequently contact currency dealers to exchange for virtual currency to transfer abroad.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $107,044.37 in the event "FC Barcelona vs. Feyenoord Rotterdam," specifically targeting "Feyenoord Rotterdam." Based on the current transaction price, the latest corresponding winning probability for this target is 97.2%.

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.

According to Decrypt, the UK's National Economic Crime Centre (NECC) warned in its annual report released this week that criminals are "innovatively using cryptocurrency products to evade detection and transfer illegal value on a large scale."The agency is part of the UK's National Crime Agency (NCA) and is responsible for coordinating the UK's response to economic crime. The threat assessment in the report indicates that cross-border money laundering networks are spreading, combining new and traditional methods while transferring funds through both legitimate and illegitimate channels; many organized crime groups no longer launder money themselves but outsource it to specialized networks for a fee. The report also mentions artificial intelligence alongside cryptocurrency, noting that criminals are using synthetic identities and process automation to attack banks.The report shows that cryptocurrency ranks third among the nine economic crime priorities identified by the UK's National Economic Crime Centre, the Financial Conduct Authority (FCA), the Home Office, and the Treasury in July 2025, above cash crime and money mules. The agency states that it is developing "more proactive, intelligence-led cryptocurrency capabilities." Additionally, its joint operation "Atlantic Action" with the U.S. Secret Service, Coinbase, Binance, Kraken, and Tether has identified 20,000 approved phishing victims and frozen $12 million in funds; the "Stable Action" targeting Russian networks converting street cash into cryptocurrency has arrested 129 individuals and seized over £25 million in the UK.The report also mentions a report on privacy-enhancing technologies in the cryptocurrency industry released by the Royal United Services Institute (RUSI).