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Jack McDonald, Senior Vice President of Ripple Stablecoin, stated in an interview with CoinDesk that corporate treasuries represent a significant growth opportunity for the RLUSD stablecoin, with Ripple Treasury clients processing approximately $13 trillion in transactions annually. This business is built on Ripple's acquisition of financial management software provider GTreasury for $1 billion last year, providing Ripple with a vast customer pool of around 1,200 corporate treasurers and CFOs who transfer funds across borders, between subsidiaries, and domestically.McDonald pointed out that the circulating supply of RLUSD has increased by over 50% in the past month, reaching $2.4 billion, with about $1 billion on the XRP Ledger and $1.4 billion on Ethereum. However, he emphasized that he values the token's utility and daily activity more than its market capitalization, noting that RLUSD's daily active volume has more than doubled since the beginning of the year, rising from about $200 million last month to approximately $750 million. Payments and capital markets are currently the two main application areas, and Ripple has collaborated with institutions such as Franklin Templeton and DBS in tokenized money market funds and lending.In the European market, Ripple plans to introduce RLUSD locally through a dual issuance structure compliant with the EU MiCA framework and has already obtained regulatory authorization in Luxembourg.

Liquid Capital founder Yi Lihua stated, "In the past two days, expectations of interest rate hikes have emerged, leading to a divergence in market trends. Since negative news has appeared, there are two possible scenarios: one is a real interest rate hike, which would lead to a short-term drop below 76,000, followed by a period of consolidation before rising again. The other is no interest rate hike, which would lead to continued upward movement. Regardless, it's best to trade spot without leverage."During an exchange at a business school in Shenzhen, Yi Lihua pointed out several opportunities in the next three years: one is mainstream BTC/ETH spot trading around four times, aiming for ten times with effort in swing trading. Another is trading infrastructure, which still presents hundredfold opportunities, as the core demand of blockchain is trading. The third is the IPOs defined by CZ, where stocks and IPOs are brought on-chain, resulting in truly high-quality assets that were once white paper tokens bidding farewell completely.

According to Forbes, Patrick Witt, the executive director of the Digital Asset Advisory Committee of President Trump, told Semafor that the window of opportunity for the Clarity Act is closing, and if the procedural vote next week fails, "no one can say when the bill will have another chance."Witt stated that a failed motion vote will not yield the desired results for anyone and called for bipartisan support for the bill: "Join this bill, and let's continue the conversation." The bill is scheduled for a procedural vote on September 15.

Solana treasury company SkyAI (formerly Sharps Technology, stock code SKYA) is facing shareholder opposition ahead of its annual shareholder meeting on September 18. A group holding nearly 10% of shares plans to vote against the re-election of the entire board of directors.The group's concerns include the weakening of shareholder rights, the "poison pill" plan, and related party transactions.

On September 8, 2026, at the Citigroup 2026 Global TMT Conference, AMD stated that AI-related opportunities could reach $2 trillion by 2030. The company expects its data center business to double by 2027, with sales reaching approximately $70 billion, of which AI GPUs will contribute about $40 billion, while the remainder will come from server CPUs. The server CPU market size has been revised up to $220 billion by 2030, previously estimated at $60 billion.AMD has secured procurement commitments of $29 billion to $30 billion, gaining the largest capacity allocation increase among all customers of TSMC, but still faces tight supply of wafers, HBM memory, advanced packaging, and substrates. The MI450 is expected to begin mass production and shipping in the third quarter of 2026, with further ramp-up in the fourth quarter. The gross margin guidance for the third quarter is 56%, as the MI450 ramps up, with a slight decline in gross margin expected in the fourth quarter of 2026 and 2027. Chief Financial Officer Jean Hu stated that the speed, scale, and rise of AI are unprecedented.AMD has announced three major anchor customers: Meta, OpenAI, and Anthropic, all involved in multi-gigawatt deployments and multi-generational collaborations. Helios is ramping up at the rack level. The acquisition of Taalas has been completed, and collaboration with Cerebras is underway to integrate the Helios system with its wafer-scale engine technology. Server CPU revenue is expected to grow over 80% year-on-year in the second half of 2026, with growth exceeding 70% entering 2027. Enterprise server revenue grew over 70% in the second quarter of 2026.

U.S. Senator Cynthia Lummis stated that if the Clarity Act fails to pass in this Congress, the next real opportunity to reintroduce market structure legislation will not come until 2030. Completing this work now could prevent wasting job opportunities, investments, and tax revenue in the coming years.

According to CoinDesk, the National Sheriffs' Association (NSA) sent a letter to Senate leadership on Thursday, announcing a shift in its position on the Clarity Act from opposition to neutrality. Association President Troy Wellman and Executive Director Justin Smith stated in their letter to Senate Majority Leader John Thune and Minority Leader Chuck Schumer that, given the complexity of the bill and the significant details still under review, the most appropriate course of action is to take a step back and allow the legislative process to continue in order to establish a clear, effective, and urgently needed regulatory framework.Previously, the NSA had sent a letter to the Senate Banking Committee in May, warning that Section 604 of the bill would grant "blanket exemptions" to mixers, tumblers, and DeFi platforms from anti-money laundering rules, and stated that individuals might exploit evolving software, algorithms, and AI agents to transfer digital assets without tracking or accountability, engaging in activities such as money laundering, financing terrorism, and evading sanctions. A month after that letter was sent, the White House invited law enforcement organizations expressing concerns about the cryptocurrency market structure bill to meet and discuss how to address the bill's controversies regarding the prevention of illegal finance. Blockchain Association CEO Summer Mersinger also criticized the NSA's opposition stance in a July column, calling the bill "the most significant consumer protection measure in years."The NSA's shift to neutrality removes one of the most outspoken critics from the law enforcement community ahead of the September vote on the bill.

Berkshire Hathaway CEO Greg Abel stated in an interview with CNBC that the company plans to hold its stakes in Japan's five major trading companies as a long-term investment, expecting to hold them for decades. Currently, Berkshire holds over 10% of shares in each of the five major trading companies and is continuously exploring other cooperation opportunities in Japan and overseas with these enterprises. Abel also mentioned that despite the 10-year Japanese government bond yield rising to about 3%, the five major trading companies do not view the rise in interest rates as a fundamental challenge, and Berkshire still plans to issue yen bonds as needed.Regarding AI investments, Abel stated that the rapid development of artificial intelligence and the practical applications of AI by Berkshire's subsidiaries are among the important reasons for the company's optimism about Alphabet. On the construction of AI data centers, he believes that energy supply and related infrastructure development remain major constraints, which also presents significant opportunities for Berkshire and Berkshire Energy. Abel pointed out that the company is willing to provide energy services for large tech companies' data centers, but on the condition that it does not harm the interests of other customers and should bring net benefits to the local community.In terms of the U.S. housing market, Abel stated that Berkshire takes a long-term view of the housing industry, believing that the "American Dream" will continue, but there will not be a rapid recovery in the short term, and the industry may still face fluctuations for some time. Regarding the overall economy, he noted that most of Berkshire's large businesses performed strongly as of the second quarter, with demand still robust, but American consumers are under significant pressure and need to be more cautious in managing their income; overall, the economic fundamentals that Berkshire currently sees remain "very strong."

Digital asset management company Grayscale stated that by the end of 2025, the proportion of company stocks held directly and indirectly by American households' financial assets will reach 46.71%, up from 43.99% a year ago. Grayscale's research director Zach Pandl pointed out that the increase in stock asset concentration and high valuations has enhanced the opportunity for cryptocurrency to be used for portfolio diversification.Grayscale indicated that the long-term earnings growth expectation for the S&P 500 index rose to over 25% on August 28, significantly higher than the historical range concentrated between 10% and 15%. The agency believes that after the market adjustment, the valuation, leverage levels, and investors' long positions in cryptocurrency assets have all decreased.Data released by Grayscale shows that the 90-day correlation between Bitcoin and the Nasdaq 100 index has dropped from over 60% to about 33%, while its correlation with gold has risen from nearly 0 to over 50%. Grayscale also noted that Bitcoin's historical volatility is higher than broad equity indexes and does not always serve as a safe-haven asset.

Rapha Zagury, CEO of Twenty One Capital and founder of Elektron Energy, stated during his speech at Bitcoin Asia 2026 that the Bitcoin network is experiencing its first-ever bear market in hashrate. The hashrate of the Bitcoin network was close to 1.3 ZH/s at the end of last year, but has since been slowly declining, with the duration of this decline from the historical peak now setting a record. Zagury believes that Bitcoin mining is not simply a "good business" or "bad business"; it largely depends on where the mining company stands on the cost curve. Mining companies with lower energy costs and higher machine efficiency can maintain higher profit margins, while those with high energy costs and low equipment efficiency may be forced to shut down.Currently, while the Bitcoin hashrate price has improved compared to before, it is still at a relatively low level when measured against historical standards. When the price of Bitcoin rises faster than the growth of the network's hashrate, mining is more likely to outperform BTC. For companies, he believes that the best risk-adjusted allocation is not simply choosing to "buy BTC" or "mine," but rather a combination of both; however, if only $1 can be allocated, he suggests prioritizing the purchase of BTC. Regarding energy issues, Zagury stated that energy consumption itself does not imply waste; energy is the foundation of economic development and human progress. He believes that one of the greatest characteristics of Bitcoin mining is its highly flexible load, as mining machines can quickly turn on and off based on energy supply, thus helping the grid absorb idle or surplus electricity and enhancing grid stability to some extent. Additionally, he believes that Bitcoin mining is generating "option value" that was not previously apparent, including aspects such as energy utilization, market share, proximity to the Bitcoin protocol, and infrastructure. With the growing demand for AI and high-performance computing (HPC), the existing energy and data center infrastructure of mining companies may also gain additional application scenarios such as AI computing power. Currently, among large publicly listed mining companies, there are fewer and fewer that can continue large-scale Bitcoin mining, and the industry is at a critical stage where the energy revolution intersects with the Bitcoin revolution.

Bitcoin holding company Strategy (formerly MicroStrategy) has written to MSCI opposing its proposal to exclude "non-operating companies" from the global investable market index, stating that the proposal is "misleading and flawed." Strategy founder Michael Saylor and CEO Phong Le expressed in the letter that MSCI's proposal discriminates against digital asset companies and questioned its fairness and reliability as an index provider.Earlier this month, MSCI announced that it is consulting on the definition of "non-operating companies" and plans to exclude such companies from its global investable market index. Strategy pointed out that this is the second time MSCI has proposed a similar plan, as a previous proposal for 2025 was withdrawn. Strategy emphasized that it is an operating company, employing approximately 1,500 people globally, and reports its Bitcoin business as an operating segment, with Bitcoin gains and losses reported as operating expenses.Strategy is currently the largest corporate holder of Bitcoin, holding 845,050 Bitcoins, valued at approximately $6.58 billion at current prices. MSTR closed up 4% on Monday, but has fallen 15% year-to-date.

According to News.bitcoin, the Independent Community Bankers of America (ICBA), which has about 5,000 community banks, opposes the CLARITY Act, emphasizing that there is no room for compromise on the issue of stablecoin rewards. ICBA President and CEO Rebeca Romero Rainey stated that the "loopholes" related to stablecoin rewards must be completely closed, and there is no compromise solution. ICBA claims that stablecoins could lead to $1.3 trillion in deposits leaving the banking system and reduce local lending by $850 billion.Rebeca Romero Rainey indicated that there are no signs that cryptocurrencies will replace these deposits and reinvest them back into local communities. She also criticized the report titled "Impact of the Stablecoin Reward Ban on Bank Lending" released by the White House Council of Economic Advisers (CEA) for downplaying banks' concerns about deposit outflows. The Senate plans to vote on the CLARITY Act on September 15; if it fails to gain the support of at least 60 senators, the bill will not proceed to further consideration and may halt progress for the foreseeable future.

Liquid Capital founder Jack Yi stated on the X platform: "As expected, there has been a slight pullback. If it continues to pull back to around $75,500, it will be a great new opportunity, and I remain optimistic about the rise after the slight pullback. Investing and trading are the hardest things. I entered the mining circle in 2015 at a low BTC price and later successfully invested in Quantum and others, catching the crazy bull market of 2017. This was entirely a matter of luck, but at the time, I thought it was skill, as I had previously achieved some success in entrepreneurship and investment in classical industries.Later, I crazily invested in hundreds of projects, most of which failed and a few succeeded. As investment opportunities decreased, I began to work hard on learning trading, which requires even more respect. I succeeded in trading nine times in a row, but the tenth failure brings me back to square one."

Trader Wang Xiaoer posted that he has recently reflected on missing several leading projects of Robinhood Chain, believing that this ecosystem is one of the few incremental markets in the cryptocurrency space, while also having its own token listing channels. Therefore, he sees certain opportunities in the leading projects emerging on-chain.He also stated that the market is not far from the next bull market, and there is no need to feel anxious about missing previous opportunities. He will return to on-chain trading through the Pump.fun App to practice trading skills for the potential bull market.

At the Bitcoin Asia Conference, Simon Gerovich, CEO of the Japanese listed company Metaplanet, stated that the bottom of Bitcoin has already appeared, and the opportunity moment for Asia has arrived. He pointed out that the past few cycles belonged to the West, while the first Asian cycle has begun.Gerovich revealed that since Metaplanet shifted from hotel and technology businesses to Bitcoin reserves in 2024, it currently holds approximately 43,000 Bitcoins, valued at about $3.3 billion. He emphasized that Japanese households hold about $14 trillion in financial assets, with approximately half stored in nearly zero-yield bank deposits, and these savings are looking for new destinations.Gerovich called on Asian businesses, institutions, and savers to seize the current market conditions and build Bitcoin infrastructure in their respective regions. He stated that the end of cash hoarding strategies coinciding with the introduction of new regulatory rules together constitute the biggest opportunity in today's Asian market.

Gannon Ken Van Dyke is an American soldier accused of using non-public information to trade event contracts related to the ousting of Venezuelan President Nicolás Maduro on the prediction market platform Polymarket, profiting over $400,000. U.S. authorities charged him with fraud in April. The Commodity Futures Trading Commission (CFTC) had previously filed a civil lawsuit against Van Dyke, but a federal judge has ruled to postpone the proceedings until the outcome of the criminal case is determined.The CFTC has applied to submit an amicus brief to express opinions on whether the event contracts fall under its regulatory scope as "swaps." Van Dyke's attorney filed documents on Monday with the U.S. District Court for the Southern District of New York opposing the CFTC's intervention in the criminal case, stating that the agency should face its own case directly. Van Dyke has pleaded not guilty to all charges, and the criminal trial may begin as early as late 2026 or early 2027.