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On September 6, local time, U.S. President Trump posted on the social platform Truth Social, stating that he earned "hundreds of billions of dollars" for the United States through stocks and holding various other assets, and he expressed, "I do this for our country, not for myself." The post also mentioned that the only response he received was criticism from the radical left "foolish Democrats."According to a previous report by Reuters, information from the U.S. Office of Government Ethics shows that Trump disclosed personal securities transactions totaling at least $220 million and up to about $750 million in the first three months of 2026. Annual financial documents released by the U.S. Office of Government Ethics indicate that Trump's total income for 2025 was at least $2.2 billion, far exceeding his income of about $622 million in 2024 when he had not returned to the White House.On the same day, Trump also shared an AI-generated image, which appeared to show him trading in the Oval Office, with the screen displaying Intel's stock price rising from $20 to $95. In August of last year, the U.S. federal government invested about $8.9 billion to purchase a 9.9% stake in Intel at a price of $20.47 per share; CNBC reported that on September 4, 2026, the company's stock closed at $95.80. A White House spokesperson stated that all stock transactions under Trump's name are conducted by external financial managers, and Trump and his family have no control over specific trading decisions.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Valorant: 100 Thieves vs LOUD - VCT Americas Stage 2 Playoffs," the option "100 Thieves" in the sub-market "Match Winner" has experienced a drastic fluctuation in win probability, dropping from 81.5% an hour ago to the current 58.5% (a fluctuation of 23%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "Valorant: NRG vs LOUD - VCT Americas Stage 2 Playoffs" shows that the "NRG" option in the sub-market "Map 3 Winner" has experienced a drastic fluctuation in win rate, dropping from 55.5% an hour ago to the current 14% (a fluctuation of 41.5%). Please note the impact of related breaking news.

Hardware wallet manufacturer Trezor updated the progress of the data breach incident involving its logistics partner ShipMonk, stating that the previously disclosed scale of the breach was underestimated. Additionally, information of approximately 67,000 U.S. users who placed orders between November 2019 and August 2021 was fully exposed, including names, email addresses, phone numbers, shipping addresses, and order numbers.Trezor stated that it had previously confirmed multiple times with ShipMonk that the relevant data had been deleted according to the contract and data policy and had received written assurances, but the data was not actually deleted from the other party's system. Trezor claimed that its own system was not affected, and the hardware wallets remain secure, but affected users may face a higher risk of targeted phishing attacks. All affected users have been individually notified via email.This incident was first disclosed on August 13, affecting approximately 13,700 users. Trezor stated that it is accelerating the launch of an anonymous shipping service to reduce the risk of information exposure when users place orders.

Banco do Brasil announced an investment of 5 million USD using its own funds in a digital-native structured note transaction issued by Citi and completed through the Euroclear digital financial market infrastructure platform, becoming the first of its kind in Latin America. Banco do Brasil stated that blockchain technology enables the native digitization of assets, reduces operational steps, and enhances transaction traceability, laying the foundation for new trading, settlement, and asset management models.The bank noted that the investment aligns with its ongoing focus on changes in the financial industry. Francisco Lassalvia, Vice President of Wholesale Banking at Banco do Brasil, stated that decentralized digital technology has become a long-term structural trend in financial markets. Roksolana Dushynska, Equity Structured Products Manager at Citi Global Markets, pointed out that distributed ledger technology can enhance the efficiency, transparency, and accessibility of capital markets. Banco do Brasil previously participated in the Brazilian Central Bank's digital currency Drex pilot and proposed an offline payment solution. The bank is controlled by the Brazilian federal government and is also listed on the Brazilian securities market.

As the bond market experiences significant fluctuations recently, investors are awaiting two sets of key U.S. data that may influence the Federal Reserve's decision: the non-farm payroll report for August to be released this Friday, and the August CPI data to be published on September 11.However, according to Bank of America, these two pieces of data carry different weights in the Federal Reserve's meeting on September 15-16. The bank believes that the non-farm payroll report is more like an "appetizer," while the "main course" that will truly determine whether the Federal Reserve raises interest rates is the CPI.Bank of America analysts stated on Wednesday: "The non-farm payroll is unlikely to be the decisive factor for a rate hike in September. A significantly weak report may reduce the likelihood of a rate hike, but the CPI remains the key data in determining whether the Federal Reserve will follow through with a rate increase. We maintain our judgment for a rate hike in September." Unless there is a significant downside surprise in the non-farm data released on Friday, the employment report is unlikely to become the final deciding factor in the discussions at the September FOMC meeting. The bank particularly emphasized that inflation remains the primary concern for the current Federal Reserve.

According to Cointelegraph citing data from Bank of America, cryptocurrency funds recorded an inflow of $3.2 billion last week, the largest weekly inflow since October 2025.

According to News.bitcoin, the Independent Community Bankers of America (ICBA), which has about 5,000 community banks, opposes the CLARITY Act, emphasizing that there is no room for compromise on the issue of stablecoin rewards. ICBA President and CEO Rebeca Romero Rainey stated that the "loopholes" related to stablecoin rewards must be completely closed, and there is no compromise solution. ICBA claims that stablecoins could lead to $1.3 trillion in deposits leaving the banking system and reduce local lending by $850 billion.Rebeca Romero Rainey indicated that there are no signs that cryptocurrencies will replace these deposits and reinvest them back into local communities. She also criticized the report titled "Impact of the Stablecoin Reward Ban on Bank Lending" released by the White House Council of Economic Advisers (CEA) for downplaying banks' concerns about deposit outflows. The Senate plans to vote on the CLARITY Act on September 15; if it fails to gain the support of at least 60 senators, the bill will not proceed to further consideration and may halt progress for the foreseeable future.

The Independent Community Bankers of America (ICBA), representing about 5,000 community banks in the United States, is opposing the Clarity for Digital Assets Act (CLARITY Act). ICBA Chair and CEO Rebeca Romero Rainey stated that the "loopholes" related to stablecoin rewards must be completely closed, with no compromise solutions. The ICBA claims that stablecoins could lead to $1.3 trillion in deposits leaving the banking system and reduce local lending by $850 billion.The association has prompted Republican Senators Josh Hawley and Jerry Moran to oppose the current version of the bill. Rebeca Romero Rainey indicated that there are no signs that cryptocurrencies will replace these deposits and reinvest them into local communities. She also criticized the report titled "Impact of the Stablecoin Yield Ban on Bank Lending" released by the White House Council of Economic Advisers (CEA) for downplaying banks' concerns about deposit outflows. The Senate plans to vote on the CLARITY Act on September 15; if it cannot secure support from at least 60 senators, the bill will not proceed to further consideration and may halt progress for the foreseeable future.

U.S. Republican Senator Bernie Moreno from Ohio urged the U.S. Trade Representative to consider imposing tariffs on South Korea due to its treatment of the American e-commerce company "Coolpeng." Moreno pointed out in his letter that Seoul takes hostile actions against foreign companies, including heavy compliance requirements and biased regulatory enforcement, and requested an investigation under Section 301 of the Trade Act of 1974. South Korea denies discriminating against Coolpeng compared to domestic companies.

After the trade negotiations between Canada and the United States broke down, negative sentiment among Canadians towards the U.S. has intensified, and the movement to boycott American goods has resurfaced. The U.S. imposed a 50% tariff on $20 billion worth of Canadian goods, and Canada announced that it would impose equivalent retaliatory tariffs on the U.S. starting September 8.Surveys show that 52% of Canadians are unlikely to buy American cars, 60% will not buy American alcohol, and over 70% will not buy American eggs and dairy products.

The latest survey by the National Institute on Retirement Security (NIRS) shows that 77% of Americans believe that cryptocurrencies in workplace retirement plans are risky, with 46% considering the risk to be extremely high, and 53% opposing employers offering cryptocurrencies as an investment option. The survey was conducted by Greenwald Research from October 24 to November 14, 2025, with a sample of 1,203 Americans aged 25 and older.The survey also revealed that 80% of respondents believe the U.S. is facing a retirement crisis, up from 67% in 2020; 61% expressed concern about achieving financial security in retirement, 68% believe it is becoming more difficult to prepare for retirement, and 77% stated that debt hinders adequate savings. Meanwhile, the Trump administration and federal regulators are pushing to expand access to alternative assets in retirement accounts.In May 2025, the U.S. Department of Labor rescinded previous guidance urging 401(k) fiduciaries to exercise "extreme caution" regarding cryptocurrency investments. Trump signed an executive order on August 7, 2025, directing the Department of Labor and the SEC to consider easing regulations. In March 2026, the Department of Labor proposed a draft rule allowing 401(k) plans to include alternative assets, but faced opposition from Senators Bernie Sanders, Elizabeth Warren, and others.

According to CoinDesk, Coinbase Chief Policy Officer Faryar Shirzad wrote an article for CoinDesk rebutting the arguments made by the American Bankers Association (ABA) against the stablecoin reward provisions in the Clarity Act. ABA CEO Rob Nichols claimed that only minor wording changes were needed to strengthen the bill and warned that allowing stablecoin rewards would lead to a loss of deposits for community banks.Shirzad pointed out that Coinbase has been paying stablecoin rewards for USDC for over four years, while community bank deposits grew by 26% from June 2019 to March 2026, amounting to approximately $482 billion.Shirzad cited research from Charles River Associates and the Economic Advisory Council stating that there is no significant correlation between stablecoins and bank deposits. He emphasized that the credit card industry was built on reward mechanisms, and the banking industry itself relies on this model. The current text of the bill was reached after months of negotiations between Senators Tillis and Alsobrooks and bank representatives, clearly delineating the boundaries: prohibiting returns on idle funds but allowing compensation for real activities.Shirzad believes that the Clarity Act will grant banks the broadest statutory powers since the Gramm-Leach-Bliley Act of 1999, including custody, staking, lending, payments, clearing, and market-making, with community banks benefiting the most. He called on all parties to accept this compromise and work together to advance the bill.

According to DIGITIMES, Changxin Memory and Yangtze Memory continue to expand, and recently Apple is actively seeking to introduce the two Chinese memory supply chains, drawing attention to their entry into Apple's supply system. Industry insiders reveal that the two manufacturers are actually using Apple to prove that the quality of Chinese DRAM and NAND Flash has reached international standards, while secretly expanding their cloud and enterprise market share through third-party assembly for export to North American neocloud operators.Changxin Memory's parent company, Changxin Technology, has completed fundraising of 29.5 billion yuan, while Yangtze Memory plans to raise about 33 billion yuan through an IPO for production line upgrades and R&D. Yangtze Memory has turned profitable in 2024, with a net profit attributable to the parent company reaching 33.379 billion yuan in the first quarter of 2026; its third-phase new factory will begin production ahead of schedule in the fourth quarter of 2026, with a total monthly production capacity of 100,000 wafers, of which about 20% will be trial-produced LPDDR, becoming its first DRAM base. The supply chain indicates that the two companies are expected to increase the self-sufficiency rate of domestic memory in China to over 50% by the end of 2027 to 2028.Yangtze Memory sells NAND to third-party module manufacturers and assembles them into enterprise-level SSDs to avoid location sensitivity; Changxin Memory has already obtained certifications from small and medium-sized cloud operators in the U.S., Canada, and other regions. U.S. private enterprises can, in principle, procure from the two companies, with the entity list primarily restricting their access to U.S. technology, but not completely prohibiting private procurement. Cloud operators also reduce compliance risks through methods such as renting computing power or holding assets through third parties. The industry believes that Apple's influence on supply and demand in the industry is declining, and the two companies have no intention of supplying Apple in large quantities or engaging in price competition, making it difficult to meet Apple's demand in the Chinese market in the short term.

The American Bankers Association announced plans to create a nationwide financial infrastructure based on blockchain to optimize industry collaboration and settlement efficiency.

On August 25, Bank of America data showed that actively managed long-term funds significantly reduced their holdings in global semiconductor stocks last month, selling approximately $44.4 billion, indicating that institutional funds are withdrawing from the most crowded AI trades. The flow of funds has shifted towards telecommunications, energy, materials, and grid modernization, reflecting a more noticeable redistribution within the AI theme.This set of data explains part of the recent market pressure. Ahead of NVIDIA's earnings report, the market still holds high expectations for AI demand, but semiconductor stocks have previously risen too much, and positions have become more concentrated. Once long-term interest rates rise, AI revenue expectations cool, or the return on capital expenditures for cloud vendors is questioned, the semiconductor sector will be the first to bear the pressure of position reduction. Bank of America also pointed out that the themes that funds sold the most in the past year include AI computing and quantum computing, indicating that funds have not completely left AI but are reducing exposure to highly crowded sectors.Bank of America expects that semiconductor stocks will continue to be influenced in the short term by NVIDIA's performance, cloud vendor guidance, and interest rate trends; in the medium term, funds may be more willing to allocate to sub-sectors such as electricity, equipment, networks, and storage that can share in AI infrastructure spending.

According to Catcher Predict monitoring, in the event "Valorant: MIBR vs Team Envy - VCT Americas Stage 2 Last Chance Qualifier" on the prediction market Polymarket, the win rate of the "MIBR" option in the sub-market "Map 3 Round Spread: MIBR (-3.5) vs Team Envy (+3.5)" has experienced significant fluctuations, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of relevant breaking news.

Bank of America strategist Hartnett stated that if the U.S. Treasury's plan to control long-term Treasury yields fails, the dollar will come under pressure and may trigger short-selling bets on risk assets before the midterm elections in November.If Treasury Secretary Yellen cannot bring the 30-year yield down to below 5%, the dollar is expected to decline, and risk assets such as financial stocks and AI mega-cap companies will face short-selling risks.

U.S. President Trump stated that American farmers will no longer face tariffs.