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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.

Microsoft Chairman and CEO Satya Nadella stated that we need to accelerate AI development and expand the benefits brought by AI so that it can widely benefit different countries, communities, and businesses. This requires the establishment of a cutting-edge ecosystem that allows both closed-source and open-source models to thrive.

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.

According to GMGN market data, the Chinese meme coin Lobster's market capitalization has surpassed 115 million dollars, setting a new historical high, with a 24-hour increase of 180%, and a trading volume of 8.4 million dollars during the same period.Market news reminds users that the prices of related tokens are highly volatile, and users should invest with caution.

Japan-listed Bitcoin treasury company Metaplanet announced the establishment of a wholly-owned subsidiary, Metaplanet Asset Management Asia Limited, as the group's trading execution and asset management hub in the Asia region, with an initial investment of 1 million USD, expected to be established in September 2026.The company will operate in coordination with Metaplanet Asset Management Inc. (MAM), which was previously established in Miami, USA, primarily responsible for trading execution and risk management operations such as position and market dynamics monitoring during the Asian trading hours, focusing on investment targets including Bitcoin, Bitcoin-related stocks, and preferred securities issued by Bitcoin treasury companies. This move is part of Metaplanet's strategy to advance the "Project Nova" Bitcoin financial platform, and the company expects this matter to have a slight impact on the consolidated performance for the period ending December 2026.

According to Bloomberg, Italian bank UniCredit SpA is considering expanding its digital asset-related services, including the early-stage development of digital asset custody and brokerage capabilities.Insiders say the bank is screening technology providers to build infrastructure for holding digital assets and supporting buy and sell transactions.

China's largest DRAM manufacturer Changxin Storage (CXMT) has recently launched a bidding for equipment from partners for its new factory in Shanghai and is advancing capacity expansion in multiple locations. CXMT is currently mass-producing DRAM in Hefei Phase II and Beijing Phase I, with an estimated capacity of about 200,000 wafers per month, which may exceed 300,000 wafers per month by the end of the year.CXMT plans to open the new factory in Shanghai in the fourth quarter of this year, and the related equipment bidding has already started. Semiconductor equipment industry insiders say that the factory is planned to be expanded in two phases, with capacity significantly exceeding 100,000 wafers per month. Subsequently, there are plans to open a new factory in Hefei in the first half of next year and the earliest new factory in Beijing in the second half of next year, with another new factory in Hefei opening in the first half of the year after next.Equipment industry insiders say that CXMT has communicated with multiple parties regarding the timing of building factories in various locations. If all plans are realized, CXMT could add at least 70,000 to 80,000 wafers of capacity per month each year from this year until 2028, with a long-term goal of exceeding 600,000 wafers per month. Samsung Electronics and SK Hynix's DRAM capacities are estimated at about 700,000 wafers and 600,000 wafers per month, respectively.

According to informed sources, Microsoft plans to expand its global data center capacity to over 38 gigawatts by 2032, more than tripling the current capacity of about 12 gigawatts, to alleviate the computing power shortage caused by the growth of AI and cloud business.Microsoft's capital expenditures for the latest fiscal year reached $145 billion, and spending is expected to continue to grow in the coming years.

According to official news, the on-chain risk protection platform OpenCover has announced the expansion of institutional-level risk protection to the Solana network. Eligible related positions can now obtain risk protection, with the first batch covering Kamino, Raydium, Orca, and Jupiter. The specific coverage scope, limits, and terms vary by protocol and position. OpenCover primarily provides on-chain risk protection for DeFi users and connects users with underwriters such as Nexus Mutual.After this expansion, Solana ecosystem users can also purchase related protection against risks such as smart contract vulnerabilities, oracle failures or manipulations, liquidation failures, and governance attacks. According to a previous announcement from Nexus Mutual, it has currently launched four protection projects on Solana: Kamino, Raydium, Orca, and Jupiter, covering nearly 90% of the funds in the Solana lending market. Among them, Kamino and Jupiter have over $1 billion and $925 million in lending deposits, respectively.OpenCover stated that this launch marks the starting point for its further expansion of risk transfer infrastructure on Solana. In the future, it will collaborate with protocols, asset management institutions, and liquidity providers to expand the range of positions eligible for protection.

Latest data shows that the number of GasFree users has surpassed 450,000, reaching 450,392. This milestone marks the continued expansion of this transfer tool's influence within the TRON ecosystem. Starting with support for USDT transfers, GasFree has now added support for USDD, allowing users more ways to transfer assets on the TRON network without the need to hold TRX to pay on-chain fees, further lowering the operational threshold and cost burden of transfers. Product features continue to expand, with a core philosophy that remains simple: making on-chain transfers easier to use. As the user base steadily grows and supported assets continue to diversify, GasFree is becoming a convenient choice for an increasing number of users in their daily on-chain operations.

NVIDIA (NVDA.O) announced a collaboration with the Australian data center ecosystem to expand its artificial intelligence infrastructure capabilities.

According to Gate market data, SpaceX's intraday decline has expanded to 5%.

According to the official announcement from Gate, Gate is exploring strategic cooperation with the clearing and custody company RQD* Clearing. Both parties plan to advance discussions on cooperation in areas such as digital assets, clearing and market infrastructure, regulatory compliance, and asset tokenization, leveraging their respective capabilities in digital asset services and financial market infrastructure to find new business synergy opportunities.Gate's founder and CEO Dr. Han stated that as digital assets increasingly integrate with traditional financial markets, Gate is focused on building the infrastructure that supports this process and looks forward to exploring cooperation opportunities with RQD* Clearing in the areas of clearing, infrastructure, compliance, and asset tokenization.RQD* Clearing provides the necessary clearing, custody, and technical infrastructure for broker-dealers, registered investment advisors, overseas financial institutions, and proprietary trading firms to access the market, and relies on its self-developed technology to offer clients real-time business data and flexible platform support.This exploration of cooperation is expected to further connect Gate's global digital asset ecosystem with RQD* Clearing's infrastructure capabilities in the market, opening up more space for the integration of digital assets and traditional financial systems at the asset, transaction, and technical levels.

Imran Khan, co-founder of Alliance, stated that Coinbase founder Brian Armstrong and Robinhood co-founder Vlad Tenev are leveraging their respective backgrounds to carve out different tracks in the cryptocurrency market.Vlad has built Robinhood into a platform centered around retail trading, deeply understanding the psychology and trading motivations of high-risk tolerant retail investors, which will give him an advantage in controlling retail speculation and trading in the future; while Brian has dedicated the past decade to popularizing Bitcoin and the cryptocurrency value system, deeply rooted in the Silicon Valley tech startup ecosystem, which determines that Coinbase and Base are more inclined to build underlying financial infrastructure aimed at changing the real world.Imran believes that although there is overlap in their businesses, the market space is large enough, and one party's activity in speculative trading does not mean the other party will fail. Both will lead millions of new users into the on-chain world from completely different entry points.

According to The Defiant, the decentralized lending protocol Morpho deployed its fixed-term, fixed-rate lending agreement Midnight to Ethereum on September 8, expanding the product from the Base network to Ethereum, allowing Ethereum users to access USDC loans collateralized by WBTC or cbBTC. Morpho co-founder Merlin Egalite stated that the Ethereum launch will start with the "USDC | cbBTC and USDC | WBTC markets" and will gradually expand.The core difference between Midnight and Morpho Blue lies in interest rate certainty. Blue uses open loans where interest rates fluctuate according to a formula; Midnight, on the other hand, trades credit units at market-priced rates with fixed terms, allowing borrowers to determine financing costs in advance, and lenders can lock in returns instead of bearing interest rate changes with each block. Midnight lenders purchase credit units at prices below the one-to-one redemption value at maturity.However, the largest potential source of funds for Midnight remains constrained. The Morpho Vaults, holding approximately $5 billion in deposits, can only allocate to the Morpho Blue market until the DAO enables the Midnight configuration. Morpho co-founder and CEO Paul Frambot stated that enabling the Vault configuration requires just one DAO transaction, but Vault activation is expected to be achieved in the fourth quarter. At launch, the total deposits in the Ethereum Midnight market were approximately $7.41 million, with outstanding loans of about $2.63 million.

On-chain analyst SomaXBT posted on platform X, stating that suspected Lootbot users have encountered a collective wallet theft incident, with the current loss amount exceeding 600,000 USD (approximately 245 ETH).Initial information indicates that about 50% of the victims are Lootbot subscription users. It is worth mentioning that Lootbot is one of the projects founded by dexter, the founder of the previously soft Rug project gm.ai, originally a trading bot platform in the Telegram ecosystem.

According to Fractal Bitcoin's latest tweet, Fractal Bitcoin completed its first halving at block height 2,100,000, and the FIP-102 proposal was officially activated. According to the official announcement, network nodes and indexing services operated smoothly after the halving.This upgrade marks the official activation of the FIP-102 proposal, and the distribution of FB will expand from the Fractal network to the Bitcoin mainnet, providing a direct path for a broader Bitcoin user base to access FB. After the activation of FIP-102, the actual block reward on the Fractal side further decreases to 6.25 FB, with an additional 6.25 FB issuance budget being redirected to the Bitcoin mainnet. FIP-102 does not increase the total supply of FB, and the block rewards for joint mining, free mining, and indexing mining on the Fractal side will still be distributed at a ratio of 1:1:1. The specific distribution mechanism for the Bitcoin mainnet will be clarified in the subsequent FIP-103, with the goal of launching in the first quarter of 2027.

According to a report by the Korean News Agency, Matthew Dawson, co-founder of Ethereum Institutional, visited South Korea for the first time and held meetings with local major banks, securities companies, asset management firms, and exchanges to establish cooperative relationships. Dawson stated that South Korea has strong financial institutions and a developer community capable of fully utilizing blockchain infrastructure, and pointed out that the recent policy direction on token securities released by the Financial Services Commission (FSC) provides a good opportunity for cooperation.He anticipates that South Korean institutions, which currently start with private chains, will eventually upgrade to public blockchains, and emphasized that Ethereum, with its security, liquidity, and neutrality, is the ideal infrastructure for carrying core institutional assets. In terms of organizational expansion, Ethereum Institutional plans to introduce a head of Asia within 6 to 7 weeks and recruit technical, business, and consulting talent in Hong Kong, South Korea, and Japan.

Brazilian banks are expanding their cryptocurrency services for customers. According to Folha de S.Paulo, Brazil's largest asset management bank, Itaú, now offers 15 types of cryptocurrencies, including Bitcoin, Ethereum, and the US dollar stablecoin USDC, through its investment app. Brazil's largest fintech company, Nubank, has listed 28 types, and Banco do Brasil, the most profitable state-owned bank in Brazil, has seen transaction volumes exceed 11 million reais (approximately 2.1 million USD) since launching direct purchase services for Bitcoin and Ethereum in January of this year.However, customer cryptocurrency transactions have not entered the banks' balance sheets. A document from the central bank dated March 2026 shows that Brazilian banks hold zero virtual assets on their books. Over the past year, Itaú, Bradesco, Santander, Banco do Brasil, and Nubank have all expanded their cryptocurrency product lines, while the Brazilian cryptocurrency market has also reached record sizes. According to data from the Brazilian Federal Revenue Service, Receita Federal, Brazilians transferred 505.5 billion reais (approximately 98.7 billion USD) through cryptocurrencies in 2025, more than five times that of 2020, with corporate transactions accounting for 98.3%.This move by banks coincides with the implementation of regulations. In 2022, Brazil passed the "Virtual Asset Legal Framework," granting regulatory authority to the central bank. Three resolutions issued in November 2025 require any institution allowing customers to trade, hold, or send cryptocurrencies to obtain a license, meet minimum capital requirements, and segregate customer accounts, with a compliance deadline of October 30, 2026.

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.