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Elon Musk stated that he is confident that SpaceX will deploy the NVIDIA VR NLV72 artificial intelligence computer in space next year.

King Charles III of the United Kingdom will meet with leaders of major artificial intelligence companies in Scotland to discuss how to develop and deploy AI in a way that benefits society. Participants include leaders from Nvidia, Google, DeepMind, OpenAI, and Anthropic, as well as government officials.The purpose of this meeting is to explore how to leverage AI technology for the benefit of humanity, enhance community cohesion, and improve lives.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the "Commanders vs. Eagles" event, the "Over" option in the sub-market "Commanders O/U 13.5" has experienced a dramatic fluctuation in winning probability, dropping from 74.5% an hour ago to the current 39.5% (a fluctuation of 35%). Please note the impact of related breaking news.

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."

A report released by the blockchain intelligence company TRM Labs shows that most of the transaction volume on the x402 payment protocol launched by Coinbase does not come from AI agents. The report analyzed 198.9 million settlements processed by known x402 facilitators on Base, Solana, and Polygon since May 2025, involving an amount of approximately $52.7 million.After excluding self-payments and other anomalous fund flows, about $25.62 million was identified as potential commercial transactions, of which only 0.6% to 7.5% by amount came from AI agents. TRM pointed out that ordinary scripts, scheduled tasks, and self-trading can also generate the same on-chain records, so the total transaction volume of the protocol is insufficient to measure agent commerce; their model identifies addresses that repeatedly pay for the same service as scripts, which may underestimate the actual scale of single-use agents. During the reporting period, USDC accounted for 99.6% of the settlement value, approximately $52.47 million.Meanwhile, Binance's Agent OS launched in August has integrated the x402 payment layer, Coinbase's Base supports agents and payment startups through a $1 million accelerator, and Amazon also launched AgentCore Payments in May in collaboration with Coinbase and Stripe. TRM recommends improving the on-chain agent registration mechanism, establishing a verifiable counterparty reputation system for agents, and building a monitoring framework suitable for small, high-frequency payments, stating that "agent commerce requires agent compliance."

According to CryptoSlate, the voting in the Zcash community regarding the NU7 network upgrade will close on September 14. The core issue is to replace the periodic halving with a smooth issuance curve, and another issue is whether to shorten the block interval from 75 seconds to 25 seconds.This proposal does not change the total supply cap of ZEC, only adjusts the pace of new coin release; the vote is advisory in nature, and even if passed, development and deployment still need to be completed. ZEC recently reached a new high since 2018, currently priced at $1,093.21, ranking 10th by market capitalization.

"BTC OG Insider Whale" agent Garrett Jin released a market perspective stating that Bitcoin bulls are currently in an unfavorable position, with BTC continuing to hover above $76,500.Garrett Jin expressed that he is not optimistic about the current prolonged bottoming market, believing that the longer the consolidation period, the more likely BTC is to break below the $76,500 support and further seek lower support levels, rather than immediately reversing.He pointed out that if Bitcoin wants to show a stronger trend again, it needs to at least regain and maintain above $78,300.

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.

Analyst Jukan from Citrini forwarded a research report from Tianfeng Securities and stated that the U.S. government needs to maintain its leading position in the AI field, making it difficult to truly stop once it enters the AI race. Jukan believes that the recent calls from Anthropic and OpenAI to slow down AI development should not be viewed solely as safety initiatives; there may also be multiple considerations behind it, such as the inability to slow down competition and consolidating leading advantages through safety regulation.Jukan further pointed out that the related "AI slowdown" calls seemingly stem from the challenges of safety testing, operational monitoring, and third-party validation keeping pace with the speed of model iteration. In the short term, this may suppress market sentiment in the AI sector and lower market expectations for the next generation of models; another possibility is that the industry remains optimistic about AI in the long term but wishes to delay the next round of significant R&D investment, prioritizing the commercialization of existing products and reducing infrastructure and capital expenditure pressures. He believes that the AI race is essentially similar to a "prisoner's dilemma," where all parties wish to slow down, but no one dares to be the first to stop, or they may lose technological, customer, and financing advantages.Jukan also mentioned that Anthropic and OpenAI have recently emphasized recursive self-improvement (RSI), which is related to AI already assisting in the development of the next generation of AI and the acceleration of model iteration speed; at the same time, it has been reported that during internal testing at OpenAI, incidents occurred where agents collaborated to escape the sandbox and intrude into Hugging Face's production servers. Jukan believes that as the release of models incurs expensive evaluation, certification, and ongoing audit costs, large laboratories are better able to bear these fixed costs, while smaller teams may face higher entry barriers as a result; if leading laboratories further participate in the formulation of evaluation standards, industry barriers may continue to rise.

Zhiyu announced the completion of approximately 5 billion USD in financing, including 2 billion USD in equity placement and 3 billion USD in zero-interest convertible bonds. The funds will primarily be used for the next-generation GLM model, self-training systems, and computing power infrastructure construction.

According to Cryptoslate, the Securities and Exchange Commission (SEC) of Thailand has proposed a new regulation draft for stablecoins, allowing licensed crypto platforms to only permit customers to deposit or withdraw stablecoins from/to their verified accounts or wallets, prohibiting transfers to others' wallets.At the same time, a limit of 5 million Thai Baht (approximately 150,000 USD) per person per platform per day has been set. The proposal is currently in the public consultation stage, with comments due by September 25, and has not yet come into effect.

According to the Financial Times, the low-profile venture capital firm Vy Capital currently holds approximately $40 billion worth of SpaceX shares, with a stake of about 3.4%. According to Bloomberg data, the firm has become the fifth-largest shareholder of SpaceX, disclosing a holding size larger than that of Silicon Valley venture capital firms such as Sequoia Capital and Andreessen Horowitz. Vy Capital first invested in SpaceX in 2016 when the company's valuation was around $15 billion; after SpaceX went public this year with a valuation of about $1.75 trillion, the value of its holdings has significantly increased.Vy Capital is also the largest external investor in Elon Musk's tunnel company The Boring Company and brain-computer interface company Neuralink, and had committed $700 million for Musk's acquisition of Twitter in 2022. The firm's head, John Hering, has a close relationship with Musk, having invested over $100 million in SpaceX shortly after the Falcon 9 rocket launch failure in 2016; since 2019, he has also been involved in the early business development of Starlink, including hiring personnel and building financial models, and has held a SpaceX employee badge. Currently, Hering serves as a director of The Boring Company, and Vy Capital also participated in the company's recent $3 billion financing round.Vy Capital's assets under management have increased from $27 billion at the end of last year to $50 billion in June of this year. In a letter to investors, the firm stated that since its establishment in 2014, it has achieved a total internal rate of return of 41% and has distributed $4.6 billion to investors. Vy Capital expects that if investment judgments materialize, SpaceX's valuation will exceed $10 trillion in the next 5 to 7 years. The firm currently has only a few dozen employees, with a core investment team of four, and has stopped accepting external investors since last year.

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.

Revolut disclosed that an unauthorized third party used a legitimate email address under a government agency's real domain to submit false customer data retrieval requests, resulting in the disclosure of sensitive information for a small number of customers. The company referred to the incident as a "complex external impersonation scam," and has since banned the related email address, stating that its systems and customer funds were not affected.The potentially disclosed information includes names, dates of birth, addresses, email addresses, phone numbers, copies of identification documents such as passports and driver's licenses, identity verification selfies, account statements, IBANs, withdrawal records, and complete transaction histories, including Bitcoin transaction records. Former Mt. Gox CEO Mark Karpelès stated that he is one of the affected individuals. Revolut has not disclosed the number of affected customers, whether the incident involved only a single market, or the government agency to which the impersonated domain belongs. The company has notified relevant government agencies, law enforcement, data protection authorities, and financial regulatory bodies. On-chain investigator ZachXBT speculated that the scale of the incident may be limited, but the target may be high-net-worth users.

Well-known trader Bonk Guy posted that he does not pledge allegiance to PONS or any other holdings and communities. He stated that he has never been paid by the PONS project team and is not a member of the project team, so his holding and support of PONS should not be understood as loyalty to the project.Bonk Guy expressed that he is optimistic about PONS because of the fairness represented by the token and his belief that PONS provides on-chain traders with the opportunity to create intergenerational wealth. He views PONS as a transaction that has not yet been fully realized and expects that regardless of current market recognition, its future market value could still reach billions of dollars.He emphasized that this principle also applies to his other holdings: he is primarily a trader, does not pledge allegiance to any token or community, and will only choose trading opportunities that he believes have the most asymmetric risk-reward profile.

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.

According to the Iranian Tasnim News Agency, Iran and Oman have reached an agreement after intensive consultations, and both sides have agreed on new route arrangements for entering and exiting the Strait of Hormuz.Informed sources say that this agreement does not mean the Strait of Hormuz is open; the southern route that the United States requested to be opened will be closed. Iran has proposed seven conditions for reopening to the United States, which may only be opened after receiving approval from the highest levels.

According to NBC, North Korea is utilizing remote IT workers from third countries such as Iran and Lebanon to assist in infiltrating American companies and obtaining funds to finance its weapons programs. Alerts issued by the U.S. and several foreign agencies in July indicated that North Korean IT workers "seek to sign contracts with the intention of remitting salaries back to relevant North Korean agencies," while also posing internal threats to companies, involving data leaks, cryptocurrency theft, and sensitive information theft.As governments like the United States increase countermeasures, North Korea is increasingly leveraging third-country IT workers to secure job interviews, and after obtaining work contracts, the relevant positions are typically taken over by North Korean agents. Reports indicate that these foreign IT workers are scouted on LinkedIn, with some earning about $500 per month in cryptocurrency to work part-time as "interview assistants."Cointelegraph reported in May, citing data from cybersecurity company CrowdStrike, that state-affiliated North Korean hackers and threat actors caused cryptocurrency losses exceeding $2 billion in 2025, a 51% increase year-on-year. The Bank of Korea estimates that despite facing global sanctions, North Korea's GDP will still grow by 3.5% in 2025.

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.