ontr

Trader Bonk Guy (@theunipcs) publicly responded to the controversy sparked by his previous posts related to the Arc chain. He admitted that he did not conduct sufficient research before posting, stated that most criticisms are reasonable, and apologized to his fans for this.He emphasized that his original tweet was not sponsored, and he did not receive any compensation. Currently, his investment in the Arc chain is approximately in the mid five figures (around tens of thousands of dollars), and the tokens purchased have been transferred to the FOMO wallet awaiting integration and launch, with no earnings yet. Bonk Guy also stated that the level of development in the Arc ecosystem exceeded his expectations, and he will delve deeper into the ecosystem, actively interact with on-chain builders, and continuously seek quality opportunities for his fans.

TrendForce's latest research on the memory industry indicates that the NOR Flash market is experiencing the most significant supply-demand structural change in nearly a decade. AI-related products are absorbing a large amount of capacity, and suppliers find it difficult to significantly increase NOR Flash bit output despite the continuous growth in high-end application demand. Therefore, the supply-demand imbalance is expected to persist in the second half of 2026, with overall contract prices remaining high.Although suppliers in Taiwan and China have increased capital expenditures and expanded production, the new capacity cannot be immediately converted into market supply. New output must first go through process migration, yield ramp-up, product certification, and customer design integration, making it difficult to alleviate the supply shortage in the mid-to-high capacity segment in the short term. Winbond expects the strongest bit growth in 2026, driven by the full-scale production of 45nm NOR and the migration to 25nm and 20nm. GigaDevice is upgrading the process for products of 32Mb and above, with effective output limited in the first half of the year. MXIC will prioritize additional 12-inch capacity for NAND and eMMC, limiting the growth of NOR wafer input.In 2026, AI and aerospace communications will become the main sources of new demand. The NOR usage in AI servers is 3-5 times that of traditional servers, with high-density demand driven by edge AI, AI PCs, robotics, and low-orbit satellites. In the first half of 2026, the average cumulative contract price increased by 100-120%. In the second half, the average price of products of 256Mb and above may rise by another 90-110%, while prices for products of 128Mb and below are expected to increase by 10-20% in Q4 2026.

The Bank of Korea recently reviewed the reasons for the fluctuations of the Korea Composite Stock Price Index (KOSPI) in the "Monetary and Credit Policy Report for September 2026." The report shows that as the KOSPI continues to rise, the contribution rates of Samsung Electronics and SK Hynix to the index's increase have rapidly increased.Especially during the process in June this year when the KOSPI surged from 8000 points to 9000 points, the contribution rates of these two stocks to the index's rise reached as high as 99%.

According to Onchain Lens monitoring, Wintermute currently holds approximately 102.1 million USD in perpetual contract short positions and continues to deposit more funds to increase its short exposure.Data shows that its total exposure is 122.23 million USD, with unrealized profits of about 928,400 USD, a loss of 12.04 million USD in the past 30 days, and a historical cumulative profit of approximately 176.88 million USD from perpetual contracts. Among them, the largest position is a short position of 15,330 ETH, valued at about 38.47 million USD.

According to the official announcement, Binance will suspend the deposit and withdrawal of USDT tokens on the Optimism network on September 17, 2026, at 02:00 (UTC) to support its contract replacement. The replacement ratio is 1:1, with the new token being USDT0 and the old token being renamed to OPUSDTE.Spot, leverage, futures trading, and Binance Earn services will not be affected.

The founder of the meme coin issuance platform Long.xyz, Nate, stated in a post that this week there will be significant design space for perpetual contracts/synthetic assets, which will be combined with the platform's top trading pairs.Last week, Long.xyz launched a 1x long pool supporting tokenization for OpenAI and Anthropic, and the product was once highly hyped in the market.

According to official news, Gate has launched EMBER perpetual contract trading (settled in USDT), supporting 1-10 times leverage. Gate has also simultaneously added EMBER trading bots and copy trading features.

According to on-chain analysts, Ethereum early contributor billΞ.eth's associated address (0xC31...23fb) withdrew 500,000 LIT from the Lighter protocol 2 hours ago, worth 2.07 million USD.Lighter is the built-in Perp DEX of Robinhood Wallet, which has seen an increase in trading volume recently, with LIT rising over 97% in the past month.

Microsoft CEO Satya Nadella posted on X stating: Any pursuit of superintelligence must be based on core principles, namely that if the AI we build cannot help humanity and is not under human control, it is not worth pursuing.He also mentioned the need to accelerate and widely disseminate the benefits of AI, allowing it to spread broadly across nations, communities, and companies, which requires a thriving frontier ecosystem for both closed-source and open-source models. For enterprises, it is essential to retain complete control over their unique and tacit knowledge, and each organization should be able to build its own continuous learning loop without relying on any single model provider, embedding its own knowledge into the models and weights it controls.Nadella welcomed the necessary research, attention, and careful pacing for proper alignment, as well as ideas like "embedded evaluators." This cannot be controlled by a few entities; it must have broad representation across ecosystems, nations, and fields including academia. Microsoft's approach is broad access and choice at every layer of the AI stack, enterprise control over learning loops and models, and the release of its proprietary MAI model "Code of Conduct" for public consultation tomorrow.

HIP-3 market deployer Entropy spent 500 HYPE (approximately $38,950) to acquire the code DRAM, which is expected to launch the io:DRAM perpetual contract trading.Previously, Trade.xyz had deployed the xyz:DRAM perpetual contract trading. DRAM is the Roundhill Memory ETF (DRAM), the world's first pure memory-themed ETF.

ChainCatcher crypto trader Bonk Guy posted on the X platform in response to the recent controversy surrounding his purchase of EMBER and explained his investment logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was about 3 million dollars but did not buy in. After observing for a day due to the rapid growth of platform data, he re-evaluated and bought in from a market cap of about 7 million dollars all the way up to a 20 million dollar market cap.Bonk Guy mentioned that EMBER is the main Launchpad based on Meteora, supporting the use of SOL, USDC, and over 150 tokenized stocks as paired assets for issuing tokens, and employs Meteora Dynamic Bonding Curve technology, while also providing features such as token tax distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember recorded about 51.7 million dollars in trading volume and 561,000 dollars in fees within 3 days of launch, with a total of 2,041 tokens issued, over 41,800 unique wallet addresses, and 149,000 Solana transactions. Bonk Guy compared his purchase of Ember to his previous trade in PONS, stating that he first saw PONS when its market cap was below 1 million dollars, similarly ignoring it for a whole day, and then began buying in at around a 4 million dollar market cap. Rather than whether a popular token has already emerged, it is more important to observe the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, and that Solana's meme trading ecosystem has developed over a longer period, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also mentioned that his trading decisions are not based on market consensus. Some of his past most successful trades often came from identifying opportunities before the market formed a consensus; by the time everyone recognizes it, the asymmetric upside potential is usually significantly reduced.Regarding the recent controversy, Bonk Guy stated that the claim "EMBER has over 50% of Bubblemaps address clusters" has been clarified by Bubblemaps; his previous statement that Ember "was launched by Meteora" is also inaccurate, with a more accurate description being that Ember is based on Meteora's related infrastructure, which is now included in the Meteora ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.

According to Coinglass data, the total contract open interest for ETH has decreased by 6.42% in the past 24 hours, with the current total open interest at 32.317 billion USD. Among them, the open interest for Binance is 9.186 billion USD, for OKX is 1.827 billion USD, for Bybit is 2.251 billion USD, and for Gate is 3.109 billion USD.

According to Coinglass data, the total contract open interest for ETH has decreased by 5% in the past 24 hours, with the current total open interest at 32.118 billion USD. Among them, Binance has an open interest of 9.266 billion USD, OKX has an open interest of 1.8 billion USD, Bybit has an open interest of 2.315 billion USD, and Gate has an open interest of 3.039 billion USD.

Bitcoin News posted on platform X that after the CFTC approved Kalshi's Bitcoin perpetual contracts as futures products, traders face uncertainty on how to report gains to the IRS.If the product is classified as a regulated futures contract under Section 1256 of the U.S. Tax Code, related gains are typically treated as 60% long-term capital gains and 40% short-term capital gains, regardless of the holding period. CME believes that Kalshi's perpetual contracts are actually swaps, which are explicitly not covered under Section 1256. The CFTC's classification supports the view that it is a futures product, but does not bind the IRS; the tax treatment remains uncertain until the IRS, Congress, or the courts directly address Bitcoin perpetual contracts.

CoinDesk released the "August 2026 Exchange Report," which shows that the trading volume of RWA perpetual contracts on centralized exchanges reached $602 billion in August. Among them, Gate's RWA perpetual contract trading volume reached $64.7 billion, with a market share of 12.6%, ranking third globally, only behind Binance's 60.9% and OKX's 21.5%. During the same period, Gate's RWA perpetual contract trading volume increased by 158% month-on-month, and its market share more than doubled from July's 5.32%.From the perspective of platform scale, the CoinDesk report disclosed that Gate's global user count has surpassed 60 million, with August spot trading volume reaching $40 billion and contract trading volume reaching $287 billion, ranking fourth globally in combined spot and derivatives trading volume, reflecting the platform's trading scale and user base in the global market.

According to SlowMist's security alert, the AtomicQueue contract of ether.fi was exploited due to the lack of access control in the solve() function, resulting in approximately 15.45 ETH being stolen.The attacker created malicious requests using updateAtomicRequest(), forcing the victim's address to act as the solver. Subsequently, AtomicQueue called the victim's finishSolve and executed want.transferFrom, abusing the victim's existing ERC-20 authorization to transfer funds. SlowMist has privately disclosed the attacker’s address and the vulnerability contract address to the ether.fi team.

According to the official announcement, the Gate contract Robinhood section has launched real-time trading for FLYBRAIN, FRONG, and JUGGERNAUT perpetual contracts (settled in USDT), supporting 1-10x leverage.Gate has also synchronized the addition of FLYBRAIN, FRONG, and JUGGERNAUT trading bots and copy trading features.

According to The Bell, Samsung Electronics' foundry division has delayed its contract for application processor foundry production with Qualcomm due to differences in production unit prices, and both parties have failed to narrow the price gap, prolonging negotiations. There have been no significant technical issues, and the currently discussed 2-nanometer process has received a considerable degree of stabilization evaluation.Industry sources indicate that the Qualcomm AP foundry using Samsung's 2-nanometer process may be postponed until next year, and it is unclear whether production can commence within this year. Qualcomm had previously entrusted advanced AP production to Samsung before 2021, and Samsung has been continuously striving to regain this business in recent years, having secured clients such as Tesla and Broadcom.Informed sources state that the contract delay has made it difficult for Samsung to produce APs for Qualcomm this year, and both parties may turn to discuss the next generation of products. After acquiring strategic clients, Samsung is no longer willing to accept low-price orders as it did in the past.

Cryptocurrency exchange OKX announced the launch of Pre-IPO perpetual contracts related to OpenAI and Anthropic in Europe. Eligible traders can go long or short on the valuations of the two AI companies with up to 10 times leverage, but will not receive actual shares of the two companies. This product bets on the valuation changes of the two companies before their IPOs, providing a new speculative avenue for retail investors who find it difficult to directly buy shares of private companies.OKX is not the first platform to launch such products. Hyperliquid has offered markets related to OpenAI and Anthropic through HIP-3, and Binance also provides Pre-IPO perpetual contracts for the two companies. OKX stated that such products are not substitutes for the shares themselves but can meet the ongoing market demand for exposure to large tech companies that have not been publicly listed for a long time.Meanwhile, OKX has also launched 100 tokenized stocks and ETFs, including Nvidia, Alphabet, Palantir, as well as SPY and QQQ, allowing European traders to trade traditional markets around the clock. These tokens track the prices of the underlying securities but do not grant holders actual shares or voting rights, and some tokens can be withdrawn to self-custody wallets. OKX Europe CEO Erald Ghoos stated that the demand for its derivatives business continues to grow, with trading volume for X-Perps in the European market quadrupling since the transition period of MiCA ended in July.

According to CNBC, the prediction market platform Kalshi has received approval from the Commodity Futures Trading Commission (CFTC) to launch perpetual contracts for gold and silver, marking the first non-cryptocurrency perpetual contract product approved by the CFTC.Kalshi was first approved to launch cryptocurrency perpetual contracts at the end of May this year, and as of now, the nominal trading volume of related products has reached 44 billion dollars.