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This week, global markets enter a central bank super week. The Federal Reserve's FOMC will announce its interest rate decision and economic projections summary at 2 AM Beijing time on Thursday, followed by a monetary policy press conference by Chairman Powell; the Bank of England and the Bank of Japan will also announce their decisions on Thursday and Friday, respectively. Meanwhile, the U.S. Senate will hold a key procedural vote on the CLARITY Act on Tuesday local time, and the SEC will hold a roundtable discussion on 24-hour trading on the same day.Tuesday: Key procedural vote on the Cryptocurrency Market Structure Act (i.e., CLARITY Act); U.S. ADP employment change for the week ending August 29; U.S. September New York Fed Manufacturing Index. Wednesday: U.S. API crude oil inventories for the week ending September 11; U.S. August retail sales month-on-month, U.S. August import price index month-on-month, U.S. September NAHB housing market index; U.S. July business inventories month-on-month, U.S. EIA crude oil inventories for the week ending September 11.Thursday: Federal Reserve FOMC announces interest rate decision (2 AM Beijing time on Thursday) and economic projections summary, Federal Reserve Chairman holds a monetary policy press conference; U.S. initial jobless claims for the week ending September 12; Bank of England announces interest rate decision and meeting minutes; SEC holds a roundtable discussion on 24-hour trading. Friday: Bank of Japan announces interest rate decision, Bank of Japan Governor Kazuo Ueda holds a monetary policy press conference.

The supply chain reveals that TSMC has disclosed its expansion targets for 2/3 nanometers for the first time next year. The 2-nanometer production is expected to increase from 90,000 wafers at the end of this year to 110,000 wafers by mid-next year, an increase of 22%; the 3-nanometer production is expected to rise from over 180,000 wafers at the end of this year to 210,000 wafers by mid-next year, an increase of over 16%. TSMC did not comment on market rumors yesterday and emphasized that capacity-related statements are based on the company's announcements.It is reported that TSMC's monthly capacity for 3 nanometers reached 120,000 to 130,000 wafers at the end of last year and is expected to expand to 180,000 wafers by the end of this year, with a target of over 210,000 wafers by mid-next year. The monthly capacity for 2 nanometers is expected to reach 90,000 wafers by the end of this year. TSMC previously stated that capital expenditures in 2026 will range from $60 billion to $64 billion, with approximately 70% to 80% allocated for advanced processes, and plans to add three 3-nanometer fabs located in Taiwan, Arizona in the United States, and Japan, while converting 5-nanometer equipment in Taiwan to support 3-nanometer capacity.

According to a report by the Financial Times citing informed sources, Anthropic has informed a small group of shareholders that its adjusted operating profit will be positive for the second consecutive quarter. This metric excludes costs such as equity incentives.According to informed sources, Anthropic's gross margin exceeds 80% when not accounting for revenue shared with distribution partners like Amazon and the costs of model training.

Cryptocurrency analyst Ali Charts posted on platform X that the last breakout of the triangle pattern drove Ethereum up 31% in just three days.Ali Charts stated that a new triangle pattern is forming now. If ETH breaks out again, a similar trend could push it up to $3000.

Elon Musk stated that he is confident that SpaceX will deploy the NVIDIA VR NLV72 artificial intelligence computer in space next year.

Elon Musk confirmed that Tesla will live stream the launch event of the electric sports car Roadster.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: Virtus.pro vs Heroic - Thunderpick World Championship Closed Qualifier Playoffs," the sub-market "Map 2 Round Handicap: Heroic (-3.5) vs Virtus.pro (+3.5)" has seen a dramatic fluctuation in the win rate for the "Heroic" option, soaring from 50% an hour ago to the current 90.05% (a fluctuation of 40.05%). Please note the impact of related breaking news.

Analyst Darkfost posted on platform X that Bitcoin is about to enter a phase of 365 days without reaching a new all-time high (ATH). In previous cycles, Bitcoin typically set a new high shortly after the halving, but this pattern seems to be changing. Meanwhile, the time intervals from each cycle peak to the next all-time high are also shortening: from 2014 to 2017 it was 1180 days, from 2017 to 2020 it was 1094 days, and from 2021 to 2024 it has shortened to 849 days. Darkfost believes that if this trend continues, this round of Bitcoin may reach a new historical high more quickly. The next Bitcoin halving is expected to occur around April 2028.

White House economic advisor Hassett stated, "Both Trump and I believe there is no reason to raise interest rates, and it is important for the Federal Reserve to maintain the status quo before the election. Trump fully respects Waller's independence."

U.S. President Trump stated: "We should have the lowest interest rates in the world, and the promised $5,000 (subsidy) should be easy for Congress to pass. I always keep my promises.The war in Iran will end, possibly before the midterm elections or right after the midterm elections. Iran is very eager to reach an agreement. I don't care if the Gulf countries meet with Iran; that is their choice.Ukrainian President Zelensky must do one thing; he must stop attacking Russian diesel fuel. We have had discussions with Ukrainian President Zelensky."When asked if the artificial intelligence industry should slow down its development pace, Trump stated: "Whoever wins in artificial intelligence will win the future."

According to POLITICO Pro, U.S. President Trump held a closed-door meeting with advisors on Friday regarding the ethical provisions for government officials in the Senate's proposed cryptocurrency bill, the Clarity Act. The bill is set for a crucial procedural vote in the Senate next Tuesday, with Senate Democrats demanding the inclusion of ethical constraints applicable to government officials to limit Trump's ability to profit from his family's cryptocurrency business. It is currently unclear who attended the meeting with Trump and what the conclusions were.Trump's senior cryptocurrency policy advisor Patrick Witt posted a positive signal on X on Saturday, stating, "Today is a bad day for the naysayers of the Clarity Act."The ethical provisions have been one of the key obstacles the Clarity Act faces in the Senate, with significant bipartisan disagreements over whether enforcement authority should be led by the Department of Justice or state attorneys general. The procedural vote next Tuesday will test whether the two parties can reach a compromise on this core dispute before the Senate recesses.

CoinShares Research Director James Butterfill stated that Bitcoin is currently facing an "unusual combination"—short-term bearish and medium-term bullish factors are present at the same time.In the short term, the U.S. core CPI rose 0.3% month-on-month in August, higher than market expectations. Butterfill said, "The CPI data is marginally negative, increasing the probability of monetary policy tightening, which may limit Bitcoin's immediate upside potential." CME FedWatch data showed that market bets on the Federal Reserve's next rate hike reached as high as 85%.In the medium term, he pointed out that the U.S. Treasury's expanded bond buyback program has failed to effectively lower long-term yields. If this situation continues, it may force authorities to implement larger intervention measures, raising concerns about currency depreciation, which would instead benefit Bitcoin and gold valuations. CoinShares believes that Bitcoin's short-term upside may be limited to below $80,000.

CryptoQuant analyst Darkfost stated that this cycle may be the one with the most activity from long-term holders (LTH) of Bitcoin. He observed related changes through the CDD (Coin Days Destroyed) heatmap, which tracks the number of days BTC is held before being spent or transferred; the transfer of BTC by long-term holders is usually associated with selling intentions.The increase in LTH activity during this cycle may benefit from the market liquidity brought by spot ETFs and companies establishing Bitcoin treasury reserves. However, the rise in CDD is not only seen at market tops; it may also reflect the capitulation behavior of some holders.He added that Coinbase previously transferred 800,000 BTC, a large portion of which had been held for over 6 months. Such asset migrations can also cause a temporary rise in CDD, but they are considered incidental events. Currently, with Bitcoin's recent rise, LTH activity has slightly increased, possibly because some holders wish to realize quick profits; however, overall, related activities are still relatively calm for 2026, and long-term holders are still waiting.

ETH has increased by 60.62% so far in the third quarter of this year, marking the second-best third-quarter performance on record, only behind the 66.55% in the third quarter of 2025.

Geoff Kendrick, the Global Head of Digital Asset Research at Standard Chartered, stated in a research report that SKY could reach $0.325 by the end of 2028, which is five times the benchmark price of $0.065 set in the report. The bank expects that the price increase of SKY will roughly synchronize with ETH and outperform Bitcoin before the end of 2028.Sky is a decentralized finance platform that will adopt its current name in 2024 and launch USDS and the governance token SKY. Since September 2024, Sky's agency has borrowed $5.9 billion USDS; the supply of USDS reached $10.04 billion in June, a year-on-year increase of 96.9%, down from $11.14 billion in May. Standard Chartered stated that further growth in USDS supply will drive protocol revenue and increase distributions to token holders, while staking rewards and a token buyback mechanism will be used to distribute value to SKY holders. The bank expects that the value distributed to holders will at least double in the next 12 months and noted that the slower-than-expected growth of yield-bearing stablecoins is a major risk to SKY's outlook.

Robinhood's on-chain stock meme coin issuance platform Long.xyz founder Nate stated that after the launch of the new Pre-IPO feature, the platform has added approximately 10,000 asset issuance projects.Nate estimates that without token code locking and client issuance quantity limits, the platform's daily issuance could reach 100,000, at which point the platform may be more utilized by bots, making it difficult for ordinary users to filter through the large number of new assets, potentially further fueling FOMO trading, chasing volume, and data inflation.Nate indicated that LONG will continuously adjust issuance limits based on demand changes and plans to add an asset discovery filter to help users filter projects based on parameters such as whale holding ratios, asset longevity, and antifragility, while aggregating liquidity and capital flow to assets that perform well and have uniqueness within the ecosystem.The team is currently monitoring suspicious activities across all trading pairs and has not identified any major issues, but is prepared with new risk control parameters. If it is found that price manipulation behavior is due to coordinated actions rather than natural market activities, the team can quickly implement relevant restrictions.

According to Lookonchain monitoring, whale BS3YsB spent 4.4 million USDC yesterday to buy 15.06 million STONK at an average price of 0.295 dollars.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "Counter-Strike: G2 vs Legacy (BO5) - FISSURE PLAYGROUND Playoffs," the sub-market "Map 1 Round Handicap: G2 (-3.5) vs Legacy (+3.5)" has seen a drastic fluctuation in the winning probability of the "G2" option, plummeting from 62% an hour ago to the current 43.5% (a fluctuation of 18.5%). Please note the impact of relevant breaking news.

According to GMGN data, the Meme coin "Lobster" saw its market capitalization rise early this morning, briefly surpassing 170 million USD, setting a new historical high, currently reported at 154 million USD, with a 24H increase of over 117%.Market news reminds users that the prices of Meme coins are highly volatile, and investors should participate cautiously.

Tesla has announced that it will hold a launch event on October 1 to showcase its next-generation Roadster electric sports car. This event may spark speculation about a merger between Tesla and SpaceX. The phrase "Go for launch" used by Tesla officially echoes SpaceX's rocket launches.