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South Korean investors are once again pushing to delay the cryptocurrency capital gains tax scheduled to be implemented on January 1, 2027, but regulators insist on proceeding as planned. According to the South Korean National Assembly's electronic petition system, a petition requesting a two-year delay of the crypto tax plan has garnered 50,000 valid signatures, reaching the legislative review threshold, and will be automatically submitted for consideration by the relevant standing committee.South Korea plans to impose a 22% tax (including a 20% basic tax rate and a 2% local tax) on the portion of annual income from digital assets exceeding 2.5 million Korean won (approximately $1,856), covering income from the sale, transfer, and lending of cryptocurrency assets. This tax has been postponed three times since it was first discussed in 2022. Petitioners argue that the majority of crypto investors are suffering significant losses, with major South Korean crypto companies experiencing a decline in operating profits of up to 90%. Implementing the tax at this time would kick young people's wealth ladder away and could push investors toward offshore platforms.In May of this year, a petition calling for the abolition of the crypto tax reached the 50,000 signature threshold within eight days of submission but did not advance further. Meanwhile, the government's stance remains firm, with the nominee for the Minister of Economy and Finance, Lee Heung-ik (phonetic), stating last weekend that the crypto tax plan is proceeding as scheduled, and the National Tax Service will announce detailed tax standards later this year.

According to a report by the Financial Times citing informed sources, Anthropic has informed a small group of shareholders that its adjusted operating profit will be positive for the second consecutive quarter. This metric excludes costs such as equity incentives.According to informed sources, Anthropic's gross margin exceeds 80% when not accounting for revenue shared with distribution partners like Amazon and the costs of model training.

Glassnode indicates that Bitcoin is currently under supply pressure from long-term holders around the range of $83,000 to $85,000. However, investors are still accumulating Bitcoin in this area.If the price breaks below this newly formed concentration zone, $75,000 will become a key observation level; further declines could potentially pull back to around $60,000.

According to Fortune, the San Francisco-based cryptocurrency crime tracking company TRM Labs completed a $70 million Series C funding round in September 2025, achieving a valuation of $1 billion. Just six months later, it received additional investment from existing investors, doubling its valuation to $2 billion.CEO Esteban Castano stated that the company's mission has expanded from blockchain forensics to a broader mapping of cybercrime, with AI becoming a second growth engine rather than a transformation, while the core cryptocurrency business remains strong. The company is set to launch a new investigation platform specifically targeting AI-driven deepfake scams, extortion related to pornography, and child sexual abuse crimes.Castano noted that the widespread adoption of cryptocurrency has made it possible to comprehensively map crime networks, and the company is expected to reach a $100 million annual recurring revenue milestone in the coming weeks. Currently, it has about 500 employees and has offices in London, Singapore, and Washington.

According to Arkham monitoring, trader David (@heylittlechef) accumulated $2,600 of PONS on the first day of its launch with a market value of $1.607 million, and two months later, PONS increased by approximately 500 times.He has cashed out $77,400 and still holds $1.08 million of PONS.

Silicon Valley angel investor Liron Shapira posted on X this morning, stating: "I assert (with 50% confidence): due to AI shaking the security and stability guarantees that people once believed Bitcoin had, the price of BTC will plummet more than 50% within the next two years."Ethereum co-founder Vitalik Buterin rebutted this, saying: "I hold the completely opposite view. My fundamental reason is that, in the long run, I am quite optimistic about network security, and I believe the main challenge is how to smoothly transition through the transition period. Moreover, I believe BTC can at least properly handle all issues that do not require social consensus to resolve (for example, upgrading clients, mining pools, etc., to deal with network layer attacks fall into this category). Additionally, I believe the probability of hash algorithms or proof-of-work mechanisms being truly compromised is extremely low. I wanted to make a bet with you, but considering my current asset allocation (I guess you have the same view on Ethereum ETH), I have already staked about 90% of my wealth on this bet."

Arbitrum co-founder Steven Goldfeder stated that there is a misunderstanding in the market regarding the supply of ARB, often including the tokens held by the DAO in the locked supply.He pointed out that the token unlock for ARB investors and team members is nearing completion and will be fully unlocked by March next year. Currently, the portion of tokens that have not yet been unlocked accounts for approximately 7.7% of the total supply.The Arbitrum DAO treasury currently holds 2.84 billion ARB, but these tokens are not traditional locked tokens; they are controlled by circulating token holders, and their transfer must be approved by a vote from other token holders.

The latest report from the market intelligence platform Tracxn shows that since 2026, the Southeast Asian blockchain industry has accumulated $680 million in equity financing, more than double the $319 million for the entire year of 2025. However, this round of recovery is mainly driven by a few mature companies: only 25 rounds of financing were completed this year, compared to 46 rounds in 2025 and a peak of 206 rounds in 2022; the $400 million Series D financing of the cryptocurrency exchange Crypto.com accounted for nearly 60% of the total.From a segmented perspective, crypto financial services are the biggest beneficiaries, receiving a total of $498 million in financing this year (19 rounds), a year-on-year increase of 48.4%; tokenization platforms received $114 million, and decentralized application development platforms received $77 million. Among the 3,957 blockchain companies tracked by Tracxn, 1,323 have received equity financing, but only 167 have entered Series A and beyond, 50 have entered Series B, 14 have entered Series C, and only 4 have entered Series D and beyond.In terms of geography, Singapore dominates the Southeast Asian crypto investment market, accounting for 82.5% of the region's cumulative blockchain financing amount of $6.2 billion, and has 2,285 tracked companies, while Jakarta, ranked second, accounts for only 3%. In terms of exits, there have been 43 acquisitions and 4 IPOs in the region, including SBI Group's acquisition of the Singapore exchange CoinHako and Bybit's acquisition of NOBI. Southeast Asia has produced 6 blockchain unicorns to date, including Sygnum, Bitkub, Sky Mavis, and Amber Group.

Connecticut Attorney General William Tong and State Banking Commissioner Jorge Perez issued a consumer alert: a resident lost $200,000 after depositing it into an unregulated DeFi crypto trading platform, and is currently unable to recover the funds. The alert lists seven offshore DeFi platforms: GMX, Gains Network, dYdX, Aevo, Drift Protocol, Vertex Protocol, and Hyperliquid, but does not state that the affected resident used any of them.Connecticut officials pointed out that some platforms offer leverage of 50x, 100x, and up to 250x; the related perpetual contracts also involve risks of liquidation, funding rates, smart contracts, and oracle risks. The alert also mentions perpetual contracts related to Apple, Tesla, Nvidia, and SpaceX, stating that they correspond to synthetic prices rather than actual stocks. Officials remind residents to verify the registration status of crypto services, keep records of transactions and communications, and report suspected fraud in a timely manner.

According to Bitwise CEO monitoring, there are currently 1,328 investors using the ATP. An important aspect of on-chain finance is providing participation opportunities for everyone.

According to Bloomberg, AI model developer MiniMax Group Inc. became the most popular Hong Kong-listed stock among mainland investors last month. Mainland investors bought MiniMax shares worth HKD 10.6 billion (approximately USD 1.4 billion) through the Stock Connect in August, surpassing Alibaba Group Holding Limited and Tencent Holdings Limited.Since the stock became eligible for trading under the Shanghai-Shenzhen-Hong Kong Stock Connect on August 6, southbound investors have accumulated a 9.7% stake in this AI startup.

The Securities and Exchange Commission of Thailand (SEC) has proposed allowing intermediaries to provide certain digital asset derivatives traded overseas to retail investors. According to the proposal, eligible products must be similar to crypto derivatives traded domestically in Thailand, including aspects such as underlying assets, duration, leverage, and settlement methods. At the same time, these products must be traded on exchanges that adopt central counterparty clearing and are supervised by regulatory bodies belonging to specific international regulatory or exchange organizations.Crypto derivatives that do not meet the above conditions will only be available to institutional investors. The Thai SEC stated that institutional investors are better equipped to assess and manage complex and high-risk products. Current rules only allow intermediaries to provide relevant investment services to retail and high-net-worth clients when overseas derivatives are similar to domestic trading products, while overseas crypto derivatives, due to their varying structures and risk levels, require targeted regulations.This consultation is the latest initiative by Thailand to incorporate crypto-related products into the regulated capital market. The Thai SEC officially designated cryptocurrencies and digital tokens as permissible derivative underlying assets in a notice issued on March 5 and is discussing potential contract specifications with the Thailand Futures Exchange. The consultation will continue until September 30, and the Thai SEC has not yet announced the proposed implementation date for the revisions.

CryptoQuant analyst Darkfost stated that during the recent rise of Bitcoin to $80,000, the average unrealized profit margin for short-term holders (STH) is close to 15%. The estimated holding cost is currently around $70,100, and the profit level has reached the highest since July 2025. This range is often accompanied by significant profit growth, which also makes the holding mentality of short-term holders more unstable, and some investors may choose to take profits. Therefore, it is not surprising that Bitcoin is temporarily stagnating around $80,000.

According to Crowdfund Insider, the Ethena Foundation has announced a series of adjustments to reduce the selling pressure caused by early investors unlocking their tokens. The foundation has repurchased some of the remaining locked ENA from large seed round investors through over-the-counter transactions and has agreed with major investors to end the remaining vesting arrangements early.Starting from October 5, there will be no investor tokens under lock-up, while team tokens will maintain the original lock-up and vesting terms.

Co-founder of the cryptocurrency trading app Fomo, Se Yong Park, announced the completion of the first round of financing, which involved 140 angel investors. Currently, there are over 200 angel investors on the cap table.He stated that early founders almost always misunderstand the dynamics between the company and angel investors, and should view angel investors as call options for product success. Even if the cap table includes tech CEOs, celebrities, athletes, etc., the likelihood of them providing help early on is close to zero. As the scale expands and a product is created that angel investors are truly willing to use and proudly share, more and more people will naturally recommend the product to the outside world.

According to The Block, research and brokerage firm Bernstein stated that Bitcoin mining company IREN plans to invest $25 billion to $30 billion to expand its AI cloud business in fiscal year 2027. This scale of capital expenditure may "scare the market," but analysts believe investors are overlooking the improving economic benefits.Bernstein analyst Gautam Chhugani pointed out in a report to clients on Friday that the payback period for GPU capital expenditures has shortened from about three years under the 2025 Microsoft contract to about two years. IREN's fiscal year 2026 performance released on Thursday showed that AI cloud service revenue grew nearly eightfold from $16.4 million the previous year to $128.8 million, while Bitcoin mining revenue reached $578.2 million, a year-on-year increase of 19%. Total revenue rose from $501 million to $707 million, but the company recorded a net loss of $702.6 million, partly reflecting a $638.8 million impairment due to the retirement of Bitcoin mining hardware to support AI cloud expansion.Bernstein stated that IREN currently has an annualized run rate revenue of $1 billion from operating cloud and $4 billion in contract revenue, with its 2026 capacity nearly sold out. In addition to the expected $700 million related to the Nvidia contract in 2027, IREN's total contract cloud ARR amounts to $4.7 billion. Over the past 12 months, IREN has raised $19 billion through customer prepayments, GPU financing, convertible bonds, and equity issuance.

Consumer rights organization Public Citizen released a report stating that U.S. President Trump and his family's cryptocurrency projects have resulted in investor losses of at least $4.7 billion since 2022. Most of the losses stem from the TRUMP meme coin issued by Trump, with investors losing about $3.2 billion, while buyers of World Liberty Financial's USD1 stablecoin "have not suffered significant losses."The report noted that Trump profited $7.2 million from NFT royalties, over $600 million from the sale of World Liberty tokens and equity, $635 million from meme coin royalties, and $197 million in revenue from investing in World Liberty. These figures do not include the company and project shares he continues to hold, and some data is included in the President's 2025 disclosure documents, showing his cryptocurrency-related income reached $1.4 billion.Public Citizen once again called for the inclusion of ethical provisions in the Digital Asset Market Clarification Act (CLARITY Act), requiring the U.S. President and his family to divest from industry-related projects. The bill is scheduled for a final vote on September 15 and requires support from at least 60 senators to advance. White House spokesperson Anna Kelly previously responded that Trump's cryptocurrency investments "do not present a conflict of interest."

Franklin Templeton's Chief Investment Officer for Crypto, Seth Ginns, stated that the current market is at a "turning point," where large investors will begin to allocate to liquidity crypto funds in unprecedented ways.Seth Ginns pointed out that this phase signifies a significant change in how institutional funds are allocating to crypto assets, and liquidity crypto funds are expected to see larger-scale participation from major investors.

AI company Anthropic recently disclosed to investors that it expects its future potential revenue opportunities to exceed $300 trillion.