record

According to TipRanks, Japanese gaming giant Gumi Inc. announced that it will recognize significant non-operating losses in the first quarter of the fiscal year ending April 2027 due to the decline in the fair value of crypto assets. Based on recent market fluctuations, the total valuation loss of crypto assets recognized by the company amounts to 1.537 billion yen (approximately 10 million USD), of which the parent company bears 675 million yen.This loss has been included in the financial report for the three months ending July 31, 2026. Following the announcement, Gumi's stock price fell by 19.1%.

According to GMGN market data, the market capitalization of the Solana token issuance platform StonkFun's token STONK has surpassed 220 million USD, currently reported at 223.5 million USD, with a 24-hour increase of 40.06%.Users are reminded that meme coins generally have no practical use cases, and price fluctuations can be significant; investment should be approached with caution.

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.

The U.S. Securities and Exchange Commission (SEC) proposed a new rule last week to comprehensively revise the transfer agent rules that have been in place for decades, explicitly allowing electronic databases, including blockchain ledgers, to serve as the official record of securities ownership for the first time. If approved, blockchain is expected to become the "master security document," replacing the off-chain parallel ownership records that tokenized securities currently rely on.Currently, many tokenized securities operate on two sets of records: on-chain token ledgers and official shareholder registers. Once the proposal is passed, issuers and transfer agents may no longer need to maintain duplicate records and reconcile them after each transfer, thereby reducing operational friction and the risk of inconsistencies between on-chain records and legally recognized records. Eli Cohen, Chief Legal Officer of the tokenized fund platform Centrifuge, stated that this proposal could transform the current "two-step" process into a "one-step" process, allowing the blockchain itself to act as the master security document.However, the proposal does not mean that tokenized securities are completely "permissionless." Joris Delanoue, CEO of the registered on-chain transfer agent Fairmint, pointed out that while the blockchain can remain open, assets must still comply with ownership and transfer rules, and regulatory controls such as identity verification and transfer restrictions are still embedded in the tokens. Transfer agents will still need to handle administrative matters such as shareholder death, inheritance, and legal notifications, with processing times potentially reduced from 3-5 days to 1 day. The 60-day public comment period for the proposal will end in early November.

According to Cointelegraph, the number of newly issued tokens on the Solana network reached a historic high in a single day. According to Solscan data, over 263,000 new SPL tokens were minted on the Solana chain on Wednesday, surpassing the average daily issuance of 40,000 to 50,000 during the peak of the memecoin cycle in December 2024.Among the 40,360 tokens issued through the launchpad, the memecoin platform Pump.fun accounted for the majority, reaching 34,184 tokens. The launchpad allows creators to design, issue, and trade memecoins without a deep technical background, automatically completing the token creation process and providing immediate liquidity and exposure for new tokens.According to DefiLlama data, Pump.fun is the highest-earning native protocol in the Solana ecosystem, with a revenue of $1.8 million in the past 24 hours. Last Friday, its daily revenue was briefly surpassed by the trading application Fomo, which combines cryptocurrency trading with social media features. Additionally, despite a cooling off in memecoin activity, Pump.fun contributed $124 million to Solana's total revenue of $342 million in the first quarter of 2026, accounting for about one-third.

According to GMGN data, possibly influenced by the launch of Robinhood Crypto, the market capitalization of Robinhood Meme Coin FRONG reached 17.6 million USD, setting a new record high, and is currently reported at 15.37 million USD, with a 24-hour increase of 192%.

The yield on the 10-year U.S. Treasury rose to 4.8184%, the highest level since November 2023.

The Bitcoin On-Chain Spending Profit Ratio (SOPR) has remained above the breakeven point of 1 for three consecutive weeks, marking the longest bullish cycle since 2026. Data from CryptoQuant shows that this metric has consistently been above 1 since August 19, currently reported at 1.002, indicating that most Bitcoin transferred on-chain is in profit. On-chain analysis tool Checkonchain points out that the structure of the short-term holder SOPR is beginning to resemble the early stages of a bull market recovery, rather than the rebound-and-sell pattern seen in a bear market.However, David Puell, portfolio manager at ARK Invest and founder of the Puell Multiple metric, warns that there is still downside risk for Bitcoin prices. In an interview with CryptoQuant, he stated that more evidence is needed to confirm that the bottom of this bear market has been reached. The SOPR needs to stay above 1 for a longer period, and investors must continue to realize profits without prices making new lows. Additionally, Bitcoin needs to form a series of higher highs and higher lows on a weekly basis, a pattern that has not yet emerged.Previously, CryptoQuant CEO Ki Young Ju had suggested that the bear market was over based on his proprietary bull-bear market cycle indicator. Currently, Bitcoin prices are fluctuating around $80,000.

According to GMGN data, the BSC ecosystem meme coin 4Stock was launched for 5 hours, with a market capitalization exceeding 82 million USD, setting a new record. During the same period, the trading volume reached 73.9 million USD.4Stock originated from the "Stock Meme" narrative launched by Four.meme, first introducing the underlying asset 4Stock linked to stock assets, and then allowing the community to issue memes based on that asset as a pool. BNC4 is the first 4Stock, pegged 1:1 to the corresponding BNB treasury company BNC stock, with the meme coin "4Stock" corresponding to the pool BNC4.

According to the Financial Times, blockchain data company Allium Labs reports that cryptocurrency projects have spent nearly $640 million to buy back their own tokens this year, amounting to $638 million, which is higher than $545 million during the same period last year, while the total for the entire year of 2024 is only $366,000.The perpetual contract exchange Hyperliquid and the meme coin issuance platform pump.fun together account for nearly 90% of the total buyback amount. Allium Labs' research director Elton Shehdula stated that projects conduct buybacks for "image incentives" to demonstrate confidence in their tokens; reducing supply after buybacks becomes another lever to support token prices.Hyperliquid uses 99% of its trading fee revenue for buybacks and cancellation of HYPE tokens, having repurchased and canceled tokens worth $1.3 billion since its launch in December 2024, with HYPE rising 70% in the past year. The decentralized finance platform Sky Protocol repurchased $26 million worth of tokens. Co-founder Rune Christensen stated that the protocol generated over $400 million in revenue in the past year, and buying back SKY tokens ensures that decision-makers remain aligned with the long-term success of the protocol.

According to a report by the Economic Daily, with the rising demand for AI and high-performance computing applications, TSMC is expanding its capacity for advanced processes below 3 nanometers at the request of its customers.Industry insiders are optimistic that TSMC's contribution from 3 nanometers in the second half of the year is expected to surpass that of 5 nanometers for the first time, estimating that the single-quarter output value in the third quarter will exceed 400 billion New Taiwan dollars, setting a new record, accounting for more than 30% of revenue, and positively impacting gross margin performance.

The U.S. spot Bitcoin ETF recorded the strongest consecutive three-week inflow of funds since 2026. SoSoValue data shows that as of the week ending September 5, the net inflow was $986.9 million, with a cumulative net inflow of $3.8 billion over the past three weeks, an increase of about 7% compared to the previous week. Despite a significant rebound in demand, the net inflow for Bitcoin ETFs this year is still approximately negative $1 billion.On Friday, the single-day net inflow was $174.6 million, a noticeable drop from over $731 million on Thursday. Among them, BlackRock's iShares Bitcoin Trust (IBIT) attracted $117.4 million, accounting for about 67% of the day's net inflow, while Fidelity's Wise Origin Bitcoin Fund (FBTC) had a net inflow of $57.2 million, with the remaining U.S. spot Bitcoin ETFs having no net inflow that day. On that day, Bitcoin briefly fell below $79,000, then rebounded to around $79,700, still up about 2.6% over the past 7 days.As of Friday, the total net assets of U.S. spot Bitcoin ETFs were approximately $101.3 billion, with a cumulative net inflow of $55.6 billion. Meanwhile, the inflow of funds into Ethereum and XRP spot ETFs has significantly cooled, with net inflows for the week dropping to $21.84 million and $1.9 million, respectively, a decline of about 74% and 83% compared to the previous week; their cumulative net inflows for the year are approximately $863 million and $515 million, respectively.

On-chain analysis platform Arkham stated that Invesco has the longest continuous record of ETH holdings in any ETF. Invesco's clients have not net sold ETH in the past 6 months, with the last sale occurring on March 19, 2026.

According to market news, Uniswap has just welcomed its two highest trading days in history. In just one day yesterday, Uniswap's number of trades exceeded 7 million.

According to CoinDesk, the Arbitrum token ARB has risen over 30% in the past 24 hours, reaching about 11 cents, breaking through the range of 7 to 10 cents since June.According to DefiLlama data, the Ethereum Layer 2 network Robinhood Chain, launched by Robinhood on July 1, generated $1.92 million in revenue in the past 24 hours, ranking first among all blockchains, followed closely by Canton with $1.76 million, and Tron, Base, and Ethereum with $974,000, $98,000, and $75,000 respectively. The chain's cumulative revenue over 30 days is $5.92 million, with about one-third coming in the past 24 hours and more than two-thirds concentrated in the past week.Robinhood Chain uses the Arbitrum tech stack and pays directly to the Arbitrum DAO according to the Arbitrum expansion plan. Under this plan, chains that use the Arbitrum tech stack and settle to non-Arbitrum One or Nova parent chains must pay 10% of the chain's profits, with 8% going to the ArbitrumDAO treasury and 2% to the protocol developer guild. In the past 24 hours, the DAO received $175,600, with $363,000 and $532,000 received over 7 days and 30 days respectively.

Solana officials stated that the Solana network processed 5.2 billion non-voting transactions in August, setting a new historical high, an increase of 19% compared to the record set in July.

Bitcoin has reappeared with a "kimchi premium" in the South Korean market. The price of Bitcoin in Korean won on South Korea's largest cryptocurrency exchange, Upbit, is about 1% higher than the price in US dollars on Binance. This premium has persisted for a week, marking the longest duration since early May.At the beginning of September, Bitcoin's price was around $79,000, having briefly surpassed $80,000 in August. The net inflow into US spot Bitcoin ETFs was approximately $1.92 billion in the week of August 17, setting a new weekly high for the past 10 months; by the end of August, another $923 million flowed in.Data from Upbit shows that for most of this summer, Bitcoin was trading at a discount in the South Korean market compared to international prices, with the discount reaching 3.1% in early June and an average discount of 0.25% in August. 10x Research indicates that while the Korean premium has turned positive, spot trading volume has not increased in tandem.

Robinhood Chain recorded a single-day DEX trading volume of $989 million on Friday, setting a historical high. The total value locked (TVL) on the chain reached $708 million, with a nearly 100% month-over-month increase; the supply of stablecoins was approximately $770 million, with a month-over-month increase of 47%.In July, the chain was dominated by the memecoin market after the launch of CASHCAT's spot trading, while in August it shifted towards utility and infrastructure tokens. PONS is one of the leading launchpads on the chain, with its market capitalization increasing from $20 million to over $200 million. Another leading launchpad, LONG (long.xyz), supports tokens paired with tokenized stocks (mainly memecoins), which is a core differentiating advantage of Robinhood Chain.The largest stock-paired memecoin is "AI" (Artificial Inu), paired with tokenized NVDA, with its market capitalization rising from $1.5 million on August 1 to a peak of $135 million on August 30, and its NVDA pool liquidity exceeding $3.3 million. Memecoins paired with tokenized stocks account for about a quarter of the stock-related trading volume on the chain. Other projects include the liquidity layer protocol Delta, the ve(3,3) emission project UP similar to Aerodrome, and the OHM-style bond project NetNet, all of which saw their valuations increase tenfold in August.

The revenue from fees priced in SOL on Solana reached a seven-day average of nearly 9,200 SOL on August 27, an increase of over 80% compared to three months ago; the non-voting transaction volume also set a new seven-day high of 191 million transactions, compared to only 88 million transactions a year ago. Jito validator tips averaged 2,073 SOL daily over the past week, a 26% increase week-on-week, directly reflecting the increase in on-chain activity.Meanwhile, the SGP-0002 "Dual Deflation" proposal passed last Friday with just over 67% support (the threshold was 66.67%), with a voting participation rate of 60.7%, covering 1,326 validators, setting a historical high for governance participation on the Solana chain. This proposal will double the annual deflation rate from 15% to 30%, expected to reduce the planned issuance by approximately 18.9 million SOL over six years.This means that the new SOL supply entering the market each year will decrease, and the rewards for validators completing the same amount of work will also decline. Staking rewards will drop from about 5.25% to 2.25% in the third year, which will squeeze validators that rely on inflation revenue rather than transaction fees, and many validators may face losses within three years. However, this impact will mainly affect small independent operators, and ordinary users are not expected to experience significant changes in the speed and costs of using the Solana network.