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Circle announced that it will stop supporting USDC and CCTP V1 on the Noble blockchain, and Noble will not connect to CCTP V2. Starting from October 13, 2026, Circle Mint will cease minting new USDC on Noble, while redemptions will remain open until January 12, 2027.Thereafter, the USDC contracts and CCTP routing on Noble will be fully suspended. Circle advises users to migrate their USDC on Noble to other supported networks before the deadline and will take a snapshot of the remaining balances at the time of suspension, initiating a manual redemption process on January 13, 2027.

According to BIT's weekly report "On Target," BIT analysts pointed out that there are two key catalytic factors in the current market: first, the scale of U.S. debt has surpassed the psychological threshold of $40 trillion, and second, U.S. Treasury yields are approaching the critical level of 5%. Since July 24, Bitcoin has risen by 22%, and gold has increased by 9.4%, confirming previous judgments.The macro cycle model shows that the current market is in the first phase of cyclical re-inflation, which is usually accompanied by a weakening dollar and rising commodity prices. Historical data indicates that during this phase: the annualized return rate of U.S. stocks is about 29%, the annualized return rate of gold is about 47%, and the annualized return rate of Bitcoin is about 73%. Additionally, between 2020 and 2026, the compound annual growth rate (CAGR) of U.S. debt has reached 8.59%, while the M2 money supply CAGR is 6.02%, far exceeding the CPI of 4.11%. Long-term inflationary pressures continue to accumulate, further supporting the allocation logic for gold and Bitcoin.

According to The Wall Street Journal, Positron, a startup focused on designing hardware to help AI models run faster, has raised $875 million at a valuation of $5 billion, significantly increasing the company's value over the past six months.This round of financing was co-led by venture capital firms NEA, Atreides Management, Valor Equity Partners, Andra Capital, analyst Dylan Patel's SemiAnalysis Capital, and Netscape co-founder Jim Clark. Positron raised $230 million in its most recent funding round in February of this year, at that time valued at $1 billion.Positron stated that it has delivered about 50 units of the previous generation server rack Atlas to Oracle, with clients including financial firm Jump Trading and AI company Parasail. Positron is trying to gain an advantage in the crowded chip industry by pushing its chips to market as quickly as possible.

This week's upcoming release of the U.S. Producer Price Index (PPI) has become a key point for judging whether inflation is re-accelerating. Bitget CFD Chief Analyst Lewis Huang pointed out in a live broadcast that, against the backdrop of 162,000 new non-farm jobs and an unemployment rate holding steady at 4.1%, the demand side in the U.S. remains resilient. If core PPI and service prices continue to stay high, companies may pass costs onto consumers, driving up subsequent CPI and prompting the market to reprice the Federal Reserve's policy path of "maintaining high interest rates for a longer period."Lewis Huang further analyzed two scenarios: if PPI exceeds expectations but CPI remains moderate, it indicates that companies lack pricing power and can only compress profit margins to absorb costs; if both PPI and CPI exceed expectations, it signifies that the inflation transmission chain has reopened, potentially serving as a catalyst for a stronger dollar and U.S. Treasury yields. From a trading perspective, if PPI exceeds expectations and drives the dollar up, gold and high-valuation tech indices like the Nasdaq 100 may come under pressure; conversely, if PPI falls short of expectations and the dollar retreats, it would support a rebound in gold and growth stock indices.Lewis Huang reminded traders that they should not only focus on the first wave of market movements following the data release but also observe whether PPI is confirmed by CPI, the dollar, and U.S. Treasury yields. If the rise in PPI is merely a short-term cost shock, the market impact will be limited; if costs continue to be transmitted to consumers, the market narrative may shift back to "recurring inflation and the continuation of high interest rates."

The supply chain reports that the capacity for high-end testing interfaces for AI chips is tight. NVIDIA has significantly raised prices to secure the capacity of mainstream testing interface vendors' probe cards and test sockets, causing some R&D and engineering validation demands to be squeezed out.Including wafer foundry TSMC and chip manufacturers, multiple supplier validations have been initiated to cope with the supply pressure after capacity has been locked.

According to Axios, Meta Platforms has acquired the Swedish artificial intelligence startup Stilla.ai.

On September 8, TSMC announced that starting in 2030, it will adopt a new "high NA" extreme ultraviolet (EUV) lithography machine manufactured by ASML from the Netherlands for mass production. Both parties also stated that they will carry out industry-wide improvements on the high NA machines. ASML monopolizes the supply of EUV lithography machines used to form nanoscale ultra-fine circuits and will begin shipping high NA machines capable of drawing finer circuits starting in December 2023. Intel has already introduced high NA machines, while TSMC previously delayed mass production due to high costs and other reasons.TSMC and ASML will launch an industry-wide project to enlarge the photomask, which serves as the original circuit pattern, from the current 6-inch (approximately 15 centimeters) square to a 12-inch square, and develop high NA machines and related components corresponding to the large masks. A large mask pilot production line is planned to be established before 2031, and the high NA machines corresponding to the large masks are expected to reach a state suitable for advanced semiconductor production before 2033. Major semiconductor manufacturers and mask companies have expressed interest in participating.High NA machines can draw finer circuits, but the area that can be drawn in a single exposure is reduced to half that of traditional models, requiring multiple exposures for large chip circuits, which complicates the process and increases costs. Enlarging the photomask can expand the exposure area and reduce costs. TSMC Chairman and CEO C. C. Wei stated that the company will gather expertise from the entire industry to continuously promote technological innovation that makes advanced technology widely usable and convey its benefits.

According to Bloomberg, AI chip startup Celero Communications announced the completion of a $275 million financing round, with the company's valuation exceeding $3 billion. This round of financing was co-led by Atreides Management, Valor Equity Partners, and CapitalG, a venture capital firm under Alphabet.Founded in 2024, Celero primarily develops coherent digital signal processors (DSP) for optical data transmission in AI systems, which can enhance the efficiency of high-speed data transmission between data centers and among different server racks within a single data center, thereby helping to build larger-scale AI chip clusters. It is reported that Gavin Baker, Managing Partner and Chief Investment Officer of Atreides, will join Celero's board of directors.

According to Fortune, the artificial intelligence startup Sapien has completed a new round of financing, led by Ali Partovi of Neo, with the company's valuation reaching 180 million dollars.

According to TechCrunch, citing multiple informed sources, less than three months after emerging from stealth mode, the startup XDOF, which specializes in collecting real-world remote control data for training general-purpose robots, is in the late stages of negotiations for a Series B funding round, with an expected valuation of around $1.2 billion. This round of financing is led by 8VC.XDOF was co-founded in 2024 by researchers Philipp Wu (CEO) and Fred Shentu (CTO) from the University of California, Berkeley. The company previously completed a $70 million Series A funding round, with investors including Thrive Capital, Andreessen Horowitz, Lux, and Spark Capital. XDOF did not originally plan to raise funds again so quickly after completing this round, but informed sources say the company's business is growing rapidly, with annual revenue nearing $50 million, thus attracting several venture capital firms to proactively reach out and push for a new funding round.TechCrunch was unable to ascertain the specific amount of this funding round and could not confirm whether the aforementioned $1.2 billion valuation includes the new financing. Informed sources indicated that the transaction terms have not yet been finalized and may still change.

Huang Licheng posted, "I personally speculate that my proposal to acquire Friend.tech was blocked by Paradigm, so I withdrew my offer. If the project's founder Racer relaunches Friend.tech on the Robinhood Chain, I will support it."

According to Bitcoin News monitoring, hackers related to the third wave of theft incidents involving Coldcard wallets have begun to transfer the stolen funds for the first time, exchanging Bitcoin for ETH through THORChain. Alex Thorn from Galaxy Research stated that approximately 10% of the stolen BTC has been transferred, while the remaining 90% remains untouched.The attacker reportedly encountered difficulties when exchanging the funds, with multiple THORChain transactions being returned and retried. Researchers have traced the related exchange operations to a new Ethereum address, and Alex Thorn indicated that this address has been shared with relevant authorities and cryptocurrency companies. Galaxy Research noted that the broader Coldcard vulnerability exploitation incident has resulted in at least 8,865 addresses losing a total of 1,789 BTC, valued at approximately $115 million based on the price at the time of theft.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the BSC token $MARSCOIN surged 80% shortly after being listed on Binance spot trading. The average holding cost of the top address on the profit list is only $0.00133 (current price $0.1805), with a total profit of $2.31 million.After the spot announcement was released, this address has begun to sell off in small batches, and currently still holds 10.44 million tokens, valued at approximately $1.92 million.

According to Techcrunch, cybersecurity giant Palo Alto Networks announced the acquisition of AI Agent startup Console for $500 million in cash and stock. Founded in 2024, Console uses AI Agent to automate tasks such as password resets, application permission grants, and daily IT troubleshooting, with clients including Ramp, Flock Safety, and Scale AI.Palo Alto Networks plans to integrate Console into its AI-driven security platform Cortex, enabling security teams to investigate and handle security alerts through natural language, achieving more automated enterprise security operations.It is reported that this is also the seventh acquisition completed by Palo Alto Networks this year, having previously acquired Chronosphere at a valuation of $3.35 billion and the cybersecurity startup Koi for $400 million.

Microsoft announced that it will begin disclosing quarterly sales figures for its Azure cloud business, changing the company's long-standing practice of only reporting Azure revenue growth without disclosing specific income. Microsoft stated that considering the scale and importance of Azure, now is the right time to increase transparency. This adjustment marks the first major reform of the primary financial reporting structure since 2015.Microsoft has merged its existing Intelligent Cloud business and Productivity and Business Processes business into a "Agent and Infrastructure" department; more personal computing business has been adjusted to the "Devices and Consumer" department. Microsoft stated that artificial intelligence is changing the way the company builds products and operates, blurring the lines between products and reshaping business models.The company previously disclosed that Azure's sales for the fiscal year ending in June exceeded $100 billion, up from $75 billion in the previous fiscal year, accounting for about 30% of Microsoft's total revenue. This new reporting structure will officially take effect when Microsoft releases its first-quarter financial report for fiscal year 2027.

According to a report by Cai Lian She, AI customer service startup Wonderful has completed a $550 million Series C funding round, achieving a valuation of $5 billion. This round was led by Insight Partners, with Salesforce joining as a new investor, and institutions such as Index Ventures, Bessemer Venture Partners, and IVP participating in the follow-on investment.Wonderful's enterprise intelligence platform has been online for 20 months, entering over 30 markets and deploying hundreds of intelligent agents across more than a dozen vertical industries, with products covering scenarios such as customer service and internal employee systems.