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According to data from the U.S. Treasury Department and the State Department, in the first eight months of 2026, countries and regions closely related to the United States net purchased $174.3 billion in U.S. Treasury bonds, a decline of over 60% year-on-year. Japan's net purchase was only $389 million, while South Korea net sold $23.8 billion. Multiple factors contributed to this change, including the weakening of local currencies, rising domestic yields, and uncertainty in U.S. policy.

According to Microsoft's 10-K filing for fiscal year 2026, as of June 30, 2026, the company had approximately 223,000 full-time employees, down from 228,000 the previous year, a decrease of about 5,000, marking the first decline in ten years.Among them, there are 121,000 employees in the United States and 102,000 employees overseas; approximately 77,000 employees are in research and development, a decrease of about 4,000 from the peak in 2024. During the same period, Microsoft's revenue for fiscal year 2026 increased by 18% year-on-year, reaching $331.8 billion.The above employee statistics do not include the new round of approximately 4,800 job cuts in July 2026. Microsoft previously stated that the eliminated positions would not be directly replaced by AI.

According to Bloomberg, citing informed sources, Nscale, an AI data center developer supported by Nvidia, initially sought an IPO valuation of about $30 billion, but some investors recently advocated for a valuation between $16 billion and $19 billion to attract buyers.Nscale is addressing comments from the U.S. SEC regarding its listing application documents and plans to initiate a roadshow after resolving these issues. Relevant discussions are still ongoing, and no final decision has been made. Previously, Microsoft withdrew from its collaboration with Nscale on a data center project in the UK due to project delays caused by limited power supply.

U.S. Secretary of State Rubio stated that no one in the White House ordered a reduction in the speed of Ukraine's access to "Starlink." An advisor to the President of Ukraine claimed that SpaceX had throttled "Starlink," causing mission interruptions, but the services used by the Ukrainian military have returned to normal. President of Ukraine Zelensky stated that the speed limit is only effective within Ukraine.

The U.S. Treasury did not explicitly suggest a reduction in the scale of long-term Treasury bond auctions, leading to a slight increase in long-term U.S. Treasury yields. Before the quarterly refinancing announcement on November 4, the Treasury consulted with Treasury bond dealers but did not release any clear signals regarding a potential reduction in the issuance scale of long-term Treasury bonds.

According to the Wall Street Journal, sources say that U.S. Secretary of Commerce Gina Raimondo opposes significant cuts to tariffs on automobiles, steel, and aluminum products from Mexico, causing negotiations for the U.S.-Mexico tariff agreement to stall.

The six-year vesting period for Filecoin is about to end, at which point approximately 68 million FIL tokens will be removed from annual releases. Based on the current mining rate, the annualized increase from vesting and block rewards will drop from about 89 million FIL to 21 million.After the vesting period ends, rewards for storage providers will continue to be distributed. Filecoin is a decentralized storage network, and FIL is its native token used to incentivize storage and retrieval services within the network.

According to on-chain analyst Yu Jin's monitoring, POAP founder @worthalter transferred 4,000 ETH to the exchange Gemini 6 hours ago, worth 10.02 million dollars.He has reduced his holdings by 8,000 ETH in 6 days, with an average price of 2,601 dollars, and currently still holds 51,468 ETH, worth 12.9 million dollars.

The Ministry of Commerce announced the framework for the China-U.S. Trade Council and the "300 billion for 300 billion" reciprocal tariff reduction. The U.S. side will reduce tariffs on approximately 30 billion dollars of imported goods from China, including toys, home appliances, and baby products, while the Chinese side will reduce tariffs on approximately 30 billion dollars of imported goods from the U.S., including agricultural products and medical devices. Both sides will jointly announce a list of tariff-reduced products.

StarkWare stated in an update on September 23 that the estimated GPU computing cost for preparing a quantum secure Bitcoin (QSB) transaction has dropped to below $67, a decrease of about 79% compared to the approximately $320 computing expenditure for the first similar mainnet transaction in August. According to StarkWare, the first QSB transaction was packaged and confirmed on August 26, with the engineering work completed by Tomer Giladi, and submitted directly through MARA's Slipstream service. The preparation process consumed about 3100 GPU hours, utilized around 100 GPUs, and incurred a computing cost of approximately $320, excluding Bitcoin network transaction fees.This cost reduction resulted from the quantum secure Bitcoin optimization challenge initiated on September 16 by StarkWare, Yukon Research, and Eigen Labs. The challenge invited developers, researchers, and AI agents to optimize transaction construction software, ultimately resulting in 62 adopted improvements across two computational tasks required to prepare a QSB transaction, with benchmark tests showing an estimated computing cost reduction of about 79%. The relevant dashboard currently indicates that the estimated cost has further decreased to $66.The QSB proposal was released by StarkWare researcher Avihu Levy in April, introducing hash-based quantum attack protection for transactions without altering Bitcoin's consensus rules. Due to limited cost, complexity, and applicability, he described it at the time as an emergency measure while continuing to advocate for adjustments at the protocol level.

On the FOMO platform, the Artificial Inu (AI) whale sold 6.096 million tokens (worth 2.03 million USD) this morning. He still holds 17.5 million AI (5.84 million USD), with a profit (realized + unrealized) of 7.56 million USD.According to GMGN market data, Artificial Inu (AI) dropped over 12% between 5 AM and 6 AM this morning, possibly due to the whale's sell-off.

The spokesperson for the Ministry of Commerce, He Yadong, stated that the economic and trade teams of China and the United States are maintaining close communication on the issue of mutual tariff reductions amounting to 30 billion dollars, and relevant progress will be released in due course.

Anza announced that the second phase of the Solana account rent reduction proposal SIMD-0437 has been launched on the mainnet beta. In epoch 1033, the per-byte parameter used to calculate the minimum balance for rent-exempt accounts has been reduced from 6333 lamports to 5080 lamports, a cumulative decrease of about 27% from the initial level, lowering the SOL balance required to maintain rent-exempt status.Anza also shared instructions for reclaiming excess SOL: users with the appropriate permissions can use the WithdrawExcessLamports instruction to withdraw SOL from token accounts, token mint accounts, etc., that exceed the minimum balance for rent exemption, without needing to close the accounts, and it does not affect the token balance. There is no fixed timeline for subsequent phases; the third phase will only be activated after confirming that the on-chain status growth is within a safe range; adjustments can be made in reverse through SIMD-0438 if necessary.

According to Anza's monitoring, the second step of the Solana proposal SIMD-0437 rent reduction will take effect on the mainnet at approximately 21:15 UTC, corresponding to epoch 1033. At that time, the lamports required per byte will decrease from 6333 to 5080, a cumulative decrease of about 27% from the initial level, and the deposit required for on-chain storage such as creating token accounts will be further reduced.There is currently no fixed timetable for subsequent steps; the third step will be initiated once the growth of on-chain status is confirmed to be safe. If any anomalies occur, SIMD-0438 can serve as a fallback mechanism to revert the rent parameters. Currently, three steps remain in the five-step plan.

The spokesperson for the Ministry of Commerce, Huang Ling, stated that the economic and trade teams of China and the United States are negotiating a framework arrangement for reciprocal tariff reductions of 30 billion dollars, aiming for early implementation.

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.

In Solana's first binding on-chain governance vote, the SGP-0002 proposal aimed at accelerating the downward pace of SOL inflation passed with a support rate of 67%. This proposal, driven by the infrastructure service provider Helius, plans to increase the annual inflation adjustment rate of Solana from 15% to 30%, accelerating the network to reach a terminal inflation level of 1.5% and reducing the scale of new SOL issuance in the medium to long term.On the eve of the voting deadline, the proposal's support rate had not reached the two-thirds statutory threshold. Helius CEO Mert Mumtaz contacted major validator nodes and institutions in the final stages, and Kraken's validator node Kraken2 changed its voting position from opposition to support just before the deadline. Ultimately, the proposal received a support rate of 67%, with 25% opposed and 7.84% abstaining, and a staking participation rate of 60.7%, meeting the required number of voters. Mert Mumtaz stated that after hundreds of communications, the proposal gained crucial votes and passed in the final stages.

According to on-chain analyst Onchain Lens (@OnchainLens), Multicoin Capital has transferred approximately $59.04 million worth of HYPE to Coinbase through 8 addresses in the past 30 days, with the latest transfer occurring 7 hours ago, amounting to 81,300 HYPE (approximately $6.69 million).

According to The Block, the Blockchain Association has submitted a letter of opinion regarding the stablecoin issuer rules proposed jointly by the U.S. Department of the Treasury's Financial Crimes Enforcement Network, the Office of the Comptroller of the Currency, and the Federal Reserve. The association supports limiting the Customer Identification Program (CIP) obligations to transactions where issuers directly face customers in the primary market, and it should not extend to peer-to-peer transfer activities in the secondary market.At the same time, the association calls on regulators to further clarify definitions such as "account," "customer," and "digital asset service provider," excluding one-time redemptions and other non-continuous businesses, and to avoid creating overlapping compliance burdens with anti-money laundering rules. The association stated that the implementation of the rules should balance stablecoin security, operability, and space for industry innovation.

SemiAnalysis reported that the Nvidia Rubin Ultra will feature 192GB of HBM4 8-hi memory. This is not only a significant reduction from the initially previewed 1TB HBM but is even lower than the 288GB capacity of the standard Rubin.The reasons for the HBM configuration being cut down to about one-fifth of the original include: the cancellation of the four-die Rubin Ultra scheme, reducing the number of cubes to 8; the stacking height being lowered from 16-hi to 8-hi; and the use of HBM4 with 24Gb dies instead of HBM4E with 32Gb dies. An upgraded version with 8-hi HBM4E may be released later.