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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."

The cross-chain protocol Chainflip disclosed that an attack incident targeting Tron USDT occurred yesterday. It has been confirmed that 736,442.17 USDT was stolen through 6 unauthorized payments, and an additional 115,654.41 USDT from user exchanges remains in the vault due to payment failures, while other funds were unaffected.Chainflip stated that the attacker exploited a vulnerability in the Tron transaction memo mechanism, attaching a custom memo to transactions that had already been signed by validators, causing the system to recognize the same deposit as a separate exchange and refund it again, ultimately leading to funds being paid out multiple times. The attacker executed 8 operations within approximately 90 minutes, gradually increasing the amounts. Chainflip claims to have completed a repair plan and has flagged the stolen funds to relevant authorities in an attempt to recover them, with operations expected to resume as early as Monday, and they will be responsible for compensating affected users for their losses.

BitMine Chairman Tom Lee stated that the cryptocurrency market will enter an extremely bullish phase in the next 12 months. He believes that the market experienced over $19 billion in leveraged position liquidations on October 10 last year due to the U.S. threatening to impose a 100% tariff on China, and a large amount of borrowed funds has been cleared, suggesting that the bottom of the cryptocurrency market's four-year cycle may appear next month.Tom Lee is also optimistic about the long-term opportunities brought by asset tokenization. He estimates that if $100 trillion in assets migrate on-chain in the future and generate 1% in revenue, it could produce about $1.1 trillion in annual revenue, corresponding to a market opportunity of about $20 trillion based on traditional business valuations.However, BitMine currently holds 5.93 million ETH, with related positions showing a paper loss of about $5 billion. Fundstrat has continuously advised clients to allocate 2% of their portfolios to cryptocurrency assets over the past decade; Tom Lee stated that in the accounts of clients who adopted this advice, cryptocurrency assets currently account for over 85% of their portfolios.

According to Catcher Predict monitoring, in the Polymarket event "Texas Rangers vs. Arizona Diamondbacks," the sub-market "Texas Rangers vs. Arizona Diamondbacks" option "Texas Rangers" has experienced a dramatic fluctuation in winning probability, soaring from 27.5% an hour ago to the current 91.5% (a fluctuation of 64%). Please note the impact of related breaking news.

Polymarket data shows that traders expect a 64% probability that Bitcoin will reach $80,000 in September, and a 68.5% probability that it will drop to $75,000. Market pricing indicates a higher likelihood of a downward scenario. The market stipulates that if the Binance BTC/USDT 1-minute K-line highest price reaches or exceeds $80,000 before September 30, it will be determined as "Yes."The market was created on September 7, and prices before creation are not counted; Bitcoin reached $81,265 and $80,329 on September 4 and September 7, respectively. Polymarket data shows that the total trading volume for the September price event is $5.17 million, with liquidity of about $1.46 million; Bitcoin's intraday high reached $79,505, just $495 away from triggering conditions. The probabilities for $90,000 and $100,000 are 8.5% and 1.75%, respectively, while the probabilities for $72,500 and $70,000 are 40.5% and 22.5%.

CoinDesk cites the opinion of Tom Lee, co-founder and chief investment officer of Fundstrat Global Advisors, stating that the cryptocurrency market will be "very bullish" in the next 12 months.Tom Lee indicated that the excess leverage was cleared out last October, and the four-year cycle will bottom out next month.

According to Lookonchain monitoring, whale 0x3305 has been continuously buying HYPE daily, accumulating a total of 358,609 HYPE (28.8 million USD) over the past 15 days.

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.

Nick Timiraos, the "Fed Whisperer," stated that in the August CPI, core services inflation excluding housing rose by 0.51% month-over-month, the highest level since January, and increased by 3% year-over-year. Core goods inflation rose by 0.11% month-over-month and increased by 0.7% year-over-year. Housing inflation rose by 0.26% month-over-month and increased by 3% year-over-year.

The seasonally unadjusted CPI in the United States for August recorded a monthly rate of 0.4%, the highest since June of this year, in line with expectations, with the previous value being 0.1%. The seasonally unadjusted CPI year-on-year for August recorded 3.4%, meeting expectations and unchanged from the previous value.

In August, the seasonally adjusted core CPI in the United States recorded a month-on-month increase of 0.3%, the highest since May of this year, exceeding market expectations of 0.2%, with the previous value being 0.2%. The year-on-year unadjusted core CPI in the United States for August fell to 2.4%, declining for three consecutive months, reaching the lowest level since April 2021, in line with expectations, with the previous value being 2.5%.

Robinhood Markets announced its operating data for August 2026: As of the end of August, the number of funded account customers was 28.6 million, an increase of approximately 120,000 from the end of July, and an increase of about 1.9 million year-on-year; the platform's total assets were $384 billion, with a month-on-month growth of 8% and a year-on-year growth of 26%.Net deposits in August were $4 billion, equivalent to an annualized growth rate of 14% relative to the platform's total assets in July.

Micron Technology announced on Friday that its direct labor employees in Taiwan will receive a total bonus for the fiscal year 2026 equivalent to 35 to 68 months of salary, with a minimum cash compensation of 1.7 million New Taiwan Dollars (approximately 53,809.39 USD).Employees in Taiwan who joined before August 29, 2025, will receive a cash bonus of 1 million New Taiwan Dollars (approximately 31,652.58 USD) for the fiscal year 2026. This announcement comes after union members representing about two-thirds of Micron's employees in Taiwan generally supported a strike.

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.

According to on-chain analyst Yu Jin's monitoring, a suspected address related to @HypeStrat (0x6436...0103) has accumulated and staked 365,000 HYPE in the last 24 hours, worth $29.65 million.In the past half month, this address has gradually accumulated and staked 3.029 million HYPE, worth $252 million, with an average price of about $83.4. According to the data released yesterday, it currently holds 31.8 million HYPE, worth $2.513 billion.

MediaTek announced a consolidated revenue of 64.183 billion NTD for August, a month-on-month increase of 32.4% and a year-on-year increase of 44%, setting a new monthly record. The combined performance for July and August reached 112.658 billion NTD, bringing the total consolidated revenue for the first eight months of this year to 413.991 billion NTD, a year-on-year increase of 5.7%. If September's performance exceeds 39.542 billion NTD, it will meet the lower end of the financial forecast for the third quarter.MediaTek expects growth in its smart device platform business this quarter to offset the impact of its mobile business. Based on an exchange rate of 1 USD to 32 NTD, revenue this quarter is expected to be between 152.2 billion and 159.8 billion NTD, remaining flat to growing by 5% compared to the previous quarter, and growing by 7% to 12% compared to the same period last year, with a gross margin estimated at 46% plus or minus 1.5 percentage points. The ramp-up of flagship system-on-chip products can largely offset weakness in other products, with mobile chip revenue expected to remain flat to decline in the single-digit percentage range, while revenue from the smart device platform is expected to grow in the mid to high single-digit percentage range.MediaTek's ASIC design services and other businesses are expected to contribute this year, with estimated dollar revenue expected to reach the high single-digit percentage range, achieving the upper end of the original target range. Data center chips, through close collaboration with major U.S. cloud service providers, have developed the first AI accelerator ASIC, which is expected to enter mass production in the fourth quarter, with data center revenue expected to exceed 2 billion USD this year. MediaTek has raised its market share target for the addressable market in the data center sector from 10% to 15% to 15% to 20% by 2027.

KB Securities released a report on September 11, indicating that Samsung Electronics' HBM market share is expected to increase from 33% in the second quarter to 40% in the fourth quarter, mainly due to HBM4 sales in the third quarter growing more than three times quarter-on-quarter, and HBM4 is expected to account for over 60% of its total HBM sales in the second half of the year.Samsung Electronics has established comprehensive mass production of HBM4, supplied HBM4E samples to core customers, adopted the HBM5 architecture with 1c core bare chips and 2-nanometer base bare chips, and outlined the roadmap for the next-generation ZHBM. In terms of its foundry business, the 4-nanometer yield has stabilized above 80%, and the 2-nanometer GAA yield has rapidly increased to over 70%. KB Securities analyst Kim Dong-Won stated that the foundry business is expected to turn profitable starting in the third quarter, and the 2-nanometer yield may help it secure orders from major U.S. clients within the year.

On September 11, it was reported that the Nvidia Grace Blackwell platform's shipment volume recently increased by 27% month-over-month, reflecting the strong demand from cloud service providers and AI infrastructure companies for high-end AI computing chips. Nvidia had previously stated that the demand for Blackwell products exceeds its supply capacity.

According to CoinDesk, London challenger bank Monument Bank has postponed its £250 million (approximately $330 million) project to tokenize UK retail bank deposits for several months, as the bank has been unable to find a local crypto custodian that meets the Financial Conduct Authority (FCA) standards and can handle zero-knowledge privacy proofs.Mintoo Bhandari, founder of Monument Bank, stated that the bank originally planned to tokenize customer deposits on the privacy public chain Midnight, hoping to launch the world's first tokenized deposits two months ago, but it is now expected to take another two months, with a retail customer launch in November. To meet regulatory requirements, the bank expanded its search for custodial partners to overseas, ultimately finding a Canadian custodian approved by the FCA.Midnight is a privacy-first Layer 1 blockchain project funded by Charles Hoskinson, which keeps customer information within the Monument system through zero-knowledge proofs while allowing the bank to prove compliance on-chain and provide audit records to regulators. Monument Bank announced the project in March this year, planning to offer tokenized private equity, structured products, and automated Lombard loans to "mass affluent" customers with investable assets ranging from £50,000 to £5 million.Bhandari stated that customer deposits will continue to earn interest, fully backed by Monument, and can be exchanged at a 1:1 ratio for pounds, protected by the Financial Services Compensation Scheme (FSCS), with a limit of £120,000 per person or company.