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During the weekend market closure of traditional markets, the perpetual contract types of stocks may have been priced in advance. According to data from RootData, based on the median price difference, memory/storage (-0.09%) and AI concept (-0.15%) both saw slight declines:iShares Semiconductor ETF (SOXX) is currently priced at $509.76, up 1.49% from the last trading day's after-hours reference price of $502.26;Nasdaq Triple Leveraged ETF (TQQQ) is currently priced at $67.68, up 0.79% from the last trading day's after-hours reference price of $67.15;Strategy (MSTR) is currently priced at $131.00, up 0.70% from the last trading day's after-hours reference price of $130.09;SPDR Gold ETF (GLD) is currently priced at $397.09, up 0.64% from the last trading day's after-hours reference price of $394.58;Coinbase (COIN) is currently priced at $176.93, up 0.57% from the last trading day's after-hours reference price of $175.93;Nebius (NBIS) is currently priced at $208.94, down 0.35% from the last trading day's after-hours reference price of $209.66;Walmart (WMT) is currently priced at $107.88, up 0.28% from the last trading day's after-hours reference price of $107.57;SpaceX (SPCX) is currently priced at $147.54, down 0.38% from the last trading day's after-hours reference price of $148.10;

According to foreign media reports, Samsung Electronics and SK Hynix rejected a prepayment proposal for electricity bills put forward by the Korea Electric Power Corporation. The proposal originally required the two companies to pay electricity bills in advance to fund the construction of the power grid for a new technology cluster. Utility companies across Asia are struggling to keep up with the growing demand from the semiconductor and artificial intelligence industries due to tight funding.The Korea Electric Power Corporation's proposal is estimated by local media to total 250 trillion won, equivalent to five years' worth of electricity bills. A spokesperson for the Korea Electric Power Corporation stated via text message, "The two companies ultimately rejected the proposal from the Korea Electric Power Corporation." According to local media reports, the two chip manufacturers are concerned about the uncertainty of whether the current semiconductor boom can be sustained over the next five years.

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.

Market observers indicate that Anthropic executives are calling for a slowdown in technological development, which may temporarily drag down chip manufacturers and supply chain stocks, but the long-term impact may be limited.Investors will assess whether a more cautious approach to developing advanced models will suppress profits. Nevertheless, the demand for chips, energy, and computing power continues to exceed supply, and any weakness may be short-lived.

"White-haired Stock God" Serenity posted on platform X that a piece of information in Oracle's (ORCL) financial report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all renewed GPU computing power has been resold, with prices increasing by 20% compared to previous contracts, and most related equipment has been used for over 4 years. Serenity believes that this situation once again counters "Big Short" Michael Burry's argument about the rapid depreciation of GPUs, while also benefiting Nvidia (NVDA) and the Neocloud computing sector.

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.

According to Catcher Predict monitoring, in the market prediction event "Colorado Rockies vs. Detroit Tigers" on Polymarket, the option "Detroit Tigers" in the sub-market "Spread -1.5" experienced a dramatic fluctuation in winning probability, soaring from 39.5% an hour ago to the current 84% (a fluctuation of 44.5%). Please note the impact of related breaking news.

Anchorage Digital, a federally chartered crypto bank in the United States, has partnered with the stablecoin protocol Frgmnt to provide institutional clients access to fUSD and sfUSD tokens through its custody platform. Institutional clients can hold, mint, redeem, stake, and unstake fUSD without setting up separate custody arrangements.Frgmnt is a stablecoin protocol built on the Base network, issuing fUSD collateralized by USDC, with collateral assets deployed in on-chain lending markets. Users can stake fUSD for sfUSD to earn yields generated by the underlying strategies of the protocol. According to DeFiLlama data, the protocol has approximately $100,000 locked and is currently in a capped invitation-only testing phase, with plans to open public access and increase deposit limits on September 15. As of September 4, the annualized yield for sfUSD is approximately 13.32%.Anchorage Digital Bank is regulated by the Office of the Comptroller of the Currency, and its parent company, Anchorage Digital, reached a valuation of $4.2 billion after receiving a $100 million investment from Tether in February. Previously, Tether had commissioned Anchorage to issue the stablecoin USAt for the U.S. market in January, and Anchorage has also collaborated with Grupo Salinas, Marinade Finance, and others to expand stablecoin payment and staking services.

Data shows that Loracle continues to reduce its short position in HYPE, with a remaining position value of 21 million USD. Previously, the value of the HYPE short position reached a maximum of 37 million USD, with a remaining position loss of 7.45 million USD. The opening price was 53.97 USD, and the current price is 83.18 USD.Loracle currently has a total net floating loss of approximately 9.54 million USD from its main short positions, which include:Short position valued at 26.05 million USD in SNDK, opening price of 1485.67 USD, current price of 1644 USD, floating loss of 2.51 million USD;Short position valued at 18.73 million USD in NVIDIA, opening price of 225.70 USD, current price of 220.29 USD, floating gain of 460,000 USD;Short position valued at 18.24 million USD in PONS, opening price of 0.67 USD, current price of 0.66 USD, floating gain of 220,000 USD;Short position valued at 10.27 million USD in MU, opening price of 870.69 USD, current price of 980.80 USD, floating loss of 1.15 million USD;Short position valued at 6.78 million USD in CASHCAT, opening price of 0.21 USD, current price of 0.19 USD, floating gain of 750,000 USD;Short position valued at 3.84 million USD in PLTR, opening price of 173.54 USD, current price of 166.84 USD, floating gain of 150,000 USD.

According to Gate market data, U.S. stocks opened with the Dow Jones Industrial Average rising over 1%, the S&P 500 index up 0.8%, and the Nasdaq up 0.8%. Oracle rose over 7%, with its first-quarter revenue and profit exceeding expectations, Intel rose over 1%, and SK Hynix rose 1.5%.

Cardone Capital purchased 20 bitcoins at $76,500 each and incorporated them into a mixed asset portfolio of real estate and bitcoin.

The Securities and Exchange Board of India (SEBI) launched the Demat 2 pilot this week, issuing corporate bonds in the form of digital tokens on a distributed ledger operated by regulated market institutions, and settling through the wholesale digital rupee of the Reserve Bank of India. The size of India's corporate bond market is approximately $620 billion.The state-owned power financing institution REC raised ₹50 billion (approximately $56 million) through this system, engineering and construction giant Larsen & Toubro refinanced ₹50 billion, and non-banking financial institution IIFL Finance raised ₹2.5 billion (approximately $2.8 million), totaling around ₹102.5 billion. The bonds retain fixed interest rates, maturity dates, and investor rights, but the tokenized bonds can be settled simultaneously with the digital rupees used for purchase, thereby reducing transaction risk.Subsequent phases will introduce smart contracts to handle corporate actions such as interest payments and redemptions, and there are plans to open secondary market trading, ultimately allowing retail investors to participate. India maintains a cautious attitude towards private cryptocurrencies, and this pilot is an attempt to introduce tokenization into its controlled financial system.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Colorado Rockies vs. New York Yankees," the option for "New York Yankees" in the sub-market "Spread -1.5" experienced a dramatic fluctuation in winning probability, soaring from 65.5% an hour ago to the current 85.5% (a fluctuation of 20%). Please note the impact of relevant breaking news.

According to Nikkei Asia, Chinese chip manufacturer Changxin Storage (CXMT) has taken the lead in profit margins over global competitors, surpassing SK Hynix and Micron. The company has leveraged the tight supply of commodity-grade DRAM to gain an advantage in the second quarter.Changxin Storage's main products include DDR5 memory, which has seen price increases in recent months. Reports indicate that this situation has emerged in the storage chip industry dominated by suppliers from South Korea, the United States, and Japan.

According to Gate market data, Oracle (ORCL.N) rose over 5% in after-hours trading.

According to Fox Business, the Trump administration is collaborating with OpenAI to use artificial intelligence tools.

According to Cointelegraph, cryptocurrency exchange Coinbase has partnered with financial platform Moov to provide stablecoin infrastructure for over 1,000 community banks and credit unions within Moov's customer base. The two parties will combine Coinbase's regulated digital asset infrastructure with Moov's payment platform to offer stablecoin payment acceptance, settlement, and real-time funding services.This infrastructure will support use cases such as consumer stablecoin payments, merchant settlements, and payments, and will provide businesses and merchants access to Coinbase's custodial accounts. U.S. community banks typically have total assets of less than $10 billion, including state-chartered institutions and savings and loan holding companies.This collaboration comes as major U.S. banks are experimenting with stablecoin infrastructure. On Wednesday, U.S. Bank, the fifth-largest commercial bank in the U.S., completed a real-time cross-border payment using its proprietary stablecoin USBDC on the Stellar blockchain. Earlier this month, 21 financial institutions, including Bank of America, Citigroup, Goldman Sachs, Deutsche Bank, and UBS, announced plans to form a company to issue stablecoins. Additionally, Western Union also partnered with stablecoin infrastructure provider Rain in August to launch a digital wallet and Visa-branded card.

Cisco announced a collaboration with Palantir and NVIDIA to establish a secure artificial intelligence factory to streamline the deployment of artificial intelligence.

NVIDIA collaborates with Palantir to bring sovereign artificial intelligence into the supply chain.