growth

ChainCatcher crypto trader Bonk Guy posted on the X platform in response to the recent controversy surrounding his purchase of EMBER and explained his investment logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was about 3 million dollars but did not buy in. After observing for a day due to the rapid growth of platform data, he re-evaluated and bought in from a market cap of about 7 million dollars all the way up to a 20 million dollar market cap.Bonk Guy mentioned that EMBER is the main Launchpad based on Meteora, supporting the use of SOL, USDC, and over 150 tokenized stocks as paired assets for issuing tokens, and employs Meteora Dynamic Bonding Curve technology, while also providing features such as token tax distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember recorded about 51.7 million dollars in trading volume and 561,000 dollars in fees within 3 days of launch, with a total of 2,041 tokens issued, over 41,800 unique wallet addresses, and 149,000 Solana transactions. Bonk Guy compared his purchase of Ember to his previous trade in PONS, stating that he first saw PONS when its market cap was below 1 million dollars, similarly ignoring it for a whole day, and then began buying in at around a 4 million dollar market cap. Rather than whether a popular token has already emerged, it is more important to observe the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, and that Solana's meme trading ecosystem has developed over a longer period, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also mentioned that his trading decisions are not based on market consensus. Some of his past most successful trades often came from identifying opportunities before the market formed a consensus; by the time everyone recognizes it, the asymmetric upside potential is usually significantly reduced.Regarding the recent controversy, Bonk Guy stated that the claim "EMBER has over 50% of Bubblemaps address clusters" has been clarified by Bubblemaps; his previous statement that Ember "was launched by Meteora" is also inaccurate, with a more accurate description being that Ember is based on Meteora's related infrastructure, which is now included in the Meteora ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.

Zach Pandl, the research director at Grayscale, pointed out that Zcash, as a Bitcoin-like digital currency with privacy features, currently has lucrative mining profits. Although Bitcoin network miners earn about $35 million daily, far exceeding Zcash's approximately $2 million, the daily revenue per mining machine for Zcash is about twice that of Bitcoin, with revenue per megawatt-hour approximately four times that of Bitcoin, even surpassing some AI/high-performance computing cloud services.Driven by the strong performance of token prices, Zcash's overall mining activity has increased more than 2.5 times this year, forming a virtuous cycle of "price increase --- mining increase --- network security enhancement --- supporting price." Pandl believes that at the current valuation, Zcash mining remains attractive and continues to strengthen its network security.

According to informed sources, Chinese venture capital firm 5Y Capital is seeking to raise a new fund with a target size of approximately $600 million, aiming to complete the fundraising by early 2027, with the fundraising efforts set to begin later this year.5Y Capital is an early investor in Chinese tech companies such as Moonshot AI and Xiaomi. This fundraising will place it among a group of fund managers focusing on the Chinese market, introducing new startup investment opportunities to investors. The informed sources requested anonymity due to the confidential nature of the information.

Public information shows that BNB Chain's Growth Executive Director Nina Rong recently focused on the official Twitter of the new issuance platform Brew on the BSC chain. As a result, the Brew platform token BREW surged over 80% in a single day, with a current market value of 26.18 million USD.The Brew platform supports the issuance of tokens paired with meme coins, altcoins, and stock tokens as the underlying pool. After launching on September 7, the platform's token experienced extreme volatility, dropping to below 4 million USD at its lowest. The prices of related tokens fluctuate greatly, presenting significant uncertainty, and users should invest with caution.

On September 11, the B.AI platform announced that the total number of registered users has surpassed 2,500,129, increasing from 2.4 million to over 2.5 million, with an addition of 100,000 users in a short period. Behind this number is an increasing number of developers and AI users from around the world incorporating B.AI into their daily use and workflows, marking a shift of AI from a tool for a few explorers to a broader, more frequent, and more authentic application scenario. Meanwhile, B.AI continues to connect more models, more users, and more Agents, allowing intelligent capabilities to reach the world at a lower threshold, and completing the routing, measurement, and settlement of each invocation above the models and below the Agents. Welcome to log in to b.ai and immediately join the connection network of the intelligent world.

The American hamburger chain Steak 'n Shake stated on platform X that since it began accepting Bitcoin payments in May 2025, the company has achieved double-digit growth in same-store sales, with franchise same-store sales increasing by 19% this quarter. The company processes Bitcoin payments through the Lightning Network.Steak 'n Shake's Chief MAHA Officer Michael Boes stated at the Bitcoin 2026 conference that Bitcoin has become the core driving force behind the chain's business performance. Same-store sales grew by 11% quarter-over-quarter in the second quarter of 2025, accelerating to 15% in the third quarter, surpassing major competitors such as McDonald's, Taco Bell, and Domino's Pizza.When paying with Bitcoin, Steak 'n Shake can save about 50% on processing fees, as traditional credit card processors charge a fee of 2.5% to 3.5% per transaction. The company also incorporated $10 million in Bitcoin into its strategic reserves this January and had considered accepting other cryptocurrencies, but abandoned the plan after a vote on platform X showed users believed only Bitcoin was necessary.

The institutional lending agreement Maple announced that the revenue for August was 1.47 million USD, an increase from 1.37 million USD in July, marking four consecutive months of growth.Of this, 10% of the revenue was used for the SYRUP buyback conducted this month according to MIP-021, amounting to 147,098 USD, with a total of 676,294 SYRUP repurchased at an average price of 0.2175 USD.

According to Visa, its stablecoin annual settlement volume has exceeded 20 billion USD, a year-on-year increase of more than 15 times. In the second quarter, the Visa network has launched over 160 stablecoin-linked card projects, with related payment amounts increasing nearly 200% year-on-year, indicating that stablecoins are accelerating their entry into card payment and settlement scenarios.Visa is collaborating with Credit Coop to provide revolving credit lines denominated in stablecoins for early stablecoin-linked card programs, used for daily Visa settlement funds. Credit Coop locks accounts receivable through Spigot smart contracts, automates repayments, and combines Visa's daily settlement data for credit and risk control, having executed over 9,000 repayments on-chain, with cumulative financing exceeding 2.5 billion USD and zero defaults. Card projects such as Rain, Karta, Moto, and Xplace have all obtained settlement turnover funds through this model, establishing credit records for subsequent large institutional financing.

Websea "Capital Preservation Copy Trading Growth Challenge" started on September 8, 2026, at 14:00 (UTC+8) and will last until October 8 at 14:00, with a total prize pool of 20,000 USDT.During the event, users can invite friends to complete their first capital preservation copy trading and receive up to 100 USDT contract experience bonus; by participating in capital preservation copy trading and completing the corresponding growth tasks, users can accumulate up to 600 USDT in rewards, with a total of up to 700 USDT.

CryptoQuant analyst Axel Adler Jr. stated that the 30-day change rate of Bitcoin's realized market capitalization turned positive on August 24 after being negative for 87 consecutive days, and rose to +0.88% on September 6. The realized market capitalization reached $1.068 trillion, increasing by $9.36 billion over the past 30 days, indicating an improvement in the on-chain cost basis after a long-term contraction, and continued to rise during the period when Bitcoin's price fluctuated around $80,000.

Future Asset Securities analyst Kim Young-gun stated that the expansion of Samsung Electronics' HBM shipments for AI applications is expected to offset the impact of the slowdown in growth of general-purpose memory chips next year. It is anticipated that Samsung Electronics' HBM shipment capacity and average selling price will soar by 57% and 49% respectively by 2027, expected to surpass the projected growth rates of 16% and 20% for general-purpose memory chips.Future Asset expects Samsung's earnings to be weighed down by the strengthening of the Korean won against the US dollar, but overall, it will remain robust. The agency has lowered its operating profit forecast for Samsung in 2026 by 5.7% to 370.057 trillion won and reduced it by 4.2% to 535.682 trillion won for 2027.

According to DefiLlama data, the DeFi TVL of the Robinhood chain is currently reported at 908.6 million USD, with a growth of 29.62% over the past week, ranking first among leading blockchains in growth rate.In terms of DEX trading volume, the network achieved 1.613 billion USD in transactions in the past 24 hours, ranking third across the network. The Robinhood chain went live in early July, and within just two months, it has become a mainstream blockchain in crypto in terms of TVL and trading activity.

BNB Chain Chief Growth Officer Nina Rong commented on "the debate between Arbitrum founder Steven Goldfeder and Solana co-founder Toly regarding the Robinhood Chain fee model": "Continuing to push Gas fees lower is no longer the highest priority for the blockchain industry. The real priority for all public chains today is to find sustainable business models and reinvest the profits into technology and growth. This business model can be based on Gas fees, revenue sharing, or other forms of business collaboration. Over the past five years, the impression of blockchain foundations has mostly been two things: one is issuing grants and making investments; the other is reducing Gas fees. If we want to continue for another five years, blockchain companies must have a solid business structure."

ARK Invest's Director of Digital Asset Research, Lorenzo Valente, posted on X that since the rise of L1, application chains, and Rollup-centric roadmaps, messaging and interoperability protocols have become critical infrastructure. As more assets go on-chain, the demand for universal interoperability will grow exponentially.Lorenzo Valente stated that the interoperability business of the cross-chain interoperability protocol LayerZero is likely to quickly grow to a nine-figure ARR, and mentioned that the team has more progress to share in the future.

Elon Musk, CEO of Tesla and SpaceX, stated via video link at the G20 summit held in Asheville, North Carolina, on Tuesday that the productivity improvements brought by AI are already evident, and robotics technology will further push productivity to new heights. He predicts that AI could increase the global economy's scale by 20% to 30%, adding approximately $20 trillion to $30 trillion to annual economic output.Musk forecasts that the number of humanoid robots worldwide will reach 1 billion within the next decade, with these robots producing at least five times more than humans. The widespread application of humanoid robots could expand the global economy's scale by more than tenfold. He also predicts that by the end of next year, AI will be able to handle almost all digital tasks that do not involve changing the real physical world, with AI software reaching Stockfish levels, making it impossible for humans to compete in software development. He expects that within 12 to 18 months, AI will excel in all forms of engineering and digital work.As Musk made these remarks, SpaceX is ramping up its investment in AI. SpaceX's AI business generated $2.6 billion in revenue in the second quarter, a year-on-year increase of 247%. The company invested $15.8 billion in AI infrastructure in the second quarter, primarily for the expansion of the Colossus II data center, accounting for about 86% of total capital expenditures. Recently, SpaceX acquired the AI programming platform Cursor for $60 billion and released its latest AI model, Grok 4.6.