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From September 22 to September 28, five major projects under TRON ECO—SUN, JUST, WINkLink, BitTorrent, and AINFT—launched the "Moonlight Tarot: Reveal Your Exclusive Identity" Mid-Autumn Festival themed event. Users can choose the tarot identity card that best fits them, tag the corresponding project, and include a reason that combines the characteristics of that project's products. At the same time, tag three friends and include the topic #TRONECOMoonTarot to participate.The event sets up 25 popularity awards for tarot (TRON ECO exclusive peripheral gift packages) and 10 lucky tarot signs (TRON ECO doormats), totaling 35 gifts. As the moon is full, the card array is open, and five identities await to be claimed—whether you are the "Trader" who excels in efficient trading, the "Alchemist" skilled in asset operations, the "Insightful" one connecting on-chain and off-chain, the "Communicator" enthusiastic about spreading information, or the "Architect" building AI Agents, you can find your role in this Mid-Autumn Tarot journey.Bring the topic and reveal your identity card, and celebrate a Mid-Autumn Festival with TRON ECO that is filled with cards, gifts, and surprises.

Arthur Hayes published a new long article titled "Safety First," with the core argument that the claims of "safety first" by Anthropic, OpenAI, and SpaceX, which lead to a slowdown in AGI development, are not out of concern for human welfare but rather due to economic realities. The market does not want AI; it wants AI at "Chinese prices," meaning it needs intelligence that is 100 times cheaper than what is currently available. Hayes points out that "safety first" essentially destroys the demand for computing power. If the spending on training new models decreases and laboratories shift towards efficiency optimization, customers will spend less on computing power. The three major AI laboratories do not generate any profits, and their demand for computing power supports over $10 trillion in investment-grade debt and hundreds of billions in low-quality debt, which rely on profitable tech companies like Nvidia, Broadcom, Google, and Microsoft for off-balance-sheet endorsements. The real backstop is the holders of insurance policies in the United States.Hayes cites an analysis by Nick Nameth that reveals a "self-insurance scam": private equity giants (such as Apollo, KKR, Brookfield, etc.) acquire insurance companies, stuffing AI data center debt and SaaS private credit impacted by AI into insurance assets, and then provide false endorsements with minimal capital through affiliated self-insurance reinsurance companies. Nameth estimates that the total amount of these false reinsurance assets reaches $1.54 trillion. Once the AI data center debt is downgraded by rating agencies due to insufficient demand for computing power, insurance companies will be forced to add capital, while the affiliated reinsurance companies will be unable to pay, leading to insolvency for the insurance companies. In most states in the U.S., the insurance protection limit is only $250,000 to $300,000, and existing insurance companies only pay into the protection fund afterward, which encourages all parties involved to maximize risk-taking. When AIG was bailed out in 2008, TARP funds ultimately flowed to Goldman Sachs and led to record bonuses, while the general public only received foreclosure notices; Hayes believes this scenario will repeat itself.For cryptocurrency investors, the conclusion is a win-win situation. If the U.S. government chooses to become the "last buyer of computing power," it will print money in the name of national security to fund unproductive economic goods, driving up financial speculation and Bitcoin prices; if the government chooses to bail out insolvent insurance companies, it will also need to print money to cover bad AI debts, increasing the money supply and pushing up Bitcoin. Hayes specifically points out that the Federal Reserve voted unanimously last week to raise interest rates by 25 basis points, and RMP bond purchases have stopped since August 14, but commercial banks have taken over to create over $100 billion in currency, and the interest rate hike allows banks to earn an additional $7.5 billion in excess reserve interest each year. This money will be used to expand loans and market speculation, and the net effect remains stimulative. The fluctuations in the cryptocurrency market, which saw a slight increase at the end of August, are about to end, the supply of dollars will continue to grow, and Bitcoin and some selected altcoins will rise. Hayes also described this situation as "incredibly wonderful," stating that the government will not allow the free market to stop building AI data centers, there will be an oversupply of spot computing power, the usage of AI agents will increase, and the surge in money printing will drive investors to chase cryptocurrency assets.

TSMC's 2-nanometer N2 mass production marks the transition of advanced semiconductor processes from FinFET to GAA generation. Industry analysts point out that with the simultaneous increase in process complexity, CMP track counts, wafer monitoring frequency, and material specifications, the demand for equipment, CMP consumables, reclaimed wafers, and advanced materials is rising, providing growth opportunities for suppliers like Zhongsha, Shengyang Semiconductor, Xinying Materials, and Songsheng. TSMC's N2 adopts nanosheet GAA technology, which can improve performance by 10% to 15% at the same power consumption compared to N3E, or reduce power consumption by 25% to 30% at the same speed, with chip density increasing by over 15%.In Zhongsha's largest customer Diamond Disk business, advanced processes account for 63%, with N3 and N2 each accounting for 22%, and 1.4 nanometers already shipped in small quantities; after N3 enters N2, the value of CMP content increases by 10% to 15%. Shengyang Semiconductor's monthly production capacity for reclaimed wafers is adjusted to 1.1 to 1.2 million pieces by the end of 2026, with a capital expenditure budget of 4.82 billion yuan for 2026, and it is estimated that the compound annual growth rate for reclaimed wafer expansion from 2025 to 2029 will reach 25% to 30%. Xinying Materials' core products Rinse, BARC, and EBR are expected to see shipments rise seasonally as N2 capacity ramps up, while Songsheng's semiconductor revenue accounted for 66% in the first half of the year, with a year-on-year increase of about 25%, and TSMC-related revenue increased by about 170% year-on-year.

According to CoinDesk, the U.S. SEC has launched a five-year innovation exemption that provides a pathway for eligible tokenized U.S. stocks to be traded through automated market makers (AMM) on public blockchains. Analysts from Goldman Sachs and Citizens believe that Coinbase, Robinhood, and Circle could become early beneficiaries of this policy.The new framework requires tokens to retain shareholder rights such as dividends and voting rights while imposing limits on the number of stocks and trading volume that trading platforms can offer. Goldman Sachs stated that Coinbase's existing tokenized stock products already possess several of the required features, and its institutional custody business and Coinbase Tokenize may also benefit.However, Coinbase's current trading platform uses a centralized limit order book, and to operate a trading venue directly under the exemption, it will still need to build AMM infrastructure or route trades to decentralized trading platforms on Base.Currently, the stock tokens offered by Robinhood for markets outside the U.S. are derivatives that only provide price exposure and do not possess the complete shareholder rights required by the framework, thus requiring further adjustments to the product. Robinhood has previously stated plans to add 1:1 redemption and voting rights features for stocks.Analysts also believe that an increase in on-chain securities trading may drive demand for tokenized cash, benefiting Circle indirectly, with USDC potentially being used for settlement and collateral in on-chain markets.

According to Catcher Predict monitoring, in the Polymarket event "Bengals vs. Texans," the "Bengals" option in the sub-market "1H Spread -13.5" has experienced significant fluctuations in winning probability, rising from 24% an hour ago to the current 42% (a fluctuation of 18%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, the probability of the "Over" option in the sub-market "O/U 31.5" for the "Bengals vs. Texans" event on the Polymarket has experienced significant fluctuations, soaring from 71% an hour ago to the current 88% (a fluctuation of 17%). Please note the impact of related breaking news.

Bitget has launched a dual currency stock promotion, with participation ending on October 16. During the event, users who complete registration and make their first purchase of any dual currency stock product can receive a 100 USDT dual currency experience bonus. In addition, users whose cumulative purchase amount reaches the specified threshold can receive corresponding tiered dual currency experience bonus rewards, with a maximum of 10,000 USDT.Currently, Bitget's dual currency stock covers more than 20 popular U.S. stocks and ETFs, including rNVDA and rTSLA, with some products offering an APR of up to 300%+. The specific rules of the event are subject to the display on the Bitget page.

On September 16, B.AI announced the official launch of its five popular models at a 90% discount. Starting from September 16 at 17:00 (SGT), Qwen3.8-Flash, Hy3, and MiMo-V2.5 officially joined the discounted lineup, teaming up with the already discounted DeepSeek-V4.1-Flash and GLM-5.3-Flash to fully construct B.AI's exclusive 90% discount family of five popular models.This means that developers only need to pay 10% of the official standard price to seamlessly switch between diverse needs such as inference, programming, multimodal, Chinese scenarios, and high-frequency APIs, creating low-cost AI infrastructure in a cost-effective manner. Whether for individual development or team-scale deployment, B.AI makes top-tier computing power no longer expensive, truly achieving a low-cost, high-freedom model invocation experience. Start your experience now: https://chat.b.ai/chat

Bitget launched the "VIP Summit" program on its 8th anniversary, opening a direct channel to VIP 7 for professional traders. Eligible historical high-level VIPs and newly promoted VIPs can apply for a 30-day VIP 7 experience card without needing to upgrade step by step. During the event, completing trading challenges can also extend the VIP 7 experience period to 4 months, with opportunities to receive limited gifts and exclusive dinner invitations.The VIP Summit program is centered around "Ultimate Rates, Ultimate Trading," targeting different types of professional traders such as newly promoted VIPs, other VIPs, and historical VIPs. It establishes three main channels: VIP upgrades, TradFi challenges, and peak privileges, further expanding trading rights and exclusive benefits. VIP benefits include discounts on trading fees, borrowing rates, advanced APIs, unified trading account (UTA) infrastructure, and exclusive VIP services, addressing the core needs of professional traders regarding cost, efficiency, and service.This program is based on research from over 300 VIP users, with trading costs and execution efficiency identified as the most important factors for professional traders, forming the core basis for the event's design. As a key initiative for the next phase of Bitget UEX, this program further focuses on professional and high-net-worth traders, continuously improving the platform's system in terms of trading rights, capital efficiency, and exclusive services. The participation period for the event ends on October 31, and more details can be found on the Bitget official platform.

Microsoft CEO Satya Nadella posted on X stating: Any pursuit of superintelligence must be based on core principles, namely that if the AI we build cannot help humanity and is not under human control, it is not worth pursuing.He also mentioned the need to accelerate and widely disseminate the benefits of AI, allowing it to spread broadly across nations, communities, and companies, which requires a thriving frontier ecosystem for both closed-source and open-source models. For enterprises, it is essential to retain complete control over their unique and tacit knowledge, and each organization should be able to build its own continuous learning loop without relying on any single model provider, embedding its own knowledge into the models and weights it controls.Nadella welcomed the necessary research, attention, and careful pacing for proper alignment, as well as ideas like "embedded evaluators." This cannot be controlled by a few entities; it must have broad representation across ecosystems, nations, and fields including academia. Microsoft's approach is broad access and choice at every layer of the AI stack, enterprise control over learning loops and models, and the release of its proprietary MAI model "Code of Conduct" for public consultation tomorrow.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "US Open ATP: Alexander Zverev vs. Ben Shelton," the sub-market "US Open ATP: Alexander Zverev vs. Ben Shelton Total Games in First Set Over/Under 8.5" saw a dramatic fluctuation in the win rate of the "Over" option, soaring from 71% an hour ago to the current 89.5% (a fluctuation of 18.5%). Please note the impact of relevant breaking news.

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.

According to Catcher Predict monitoring, in the market prediction event "2026 US Open Men's Singles Champion" on Polymarket, the "Yes" option probability for the sub-market "Ben Shelton" has experienced significant fluctuations, soaring from 22.25% an hour ago to the current 37.75% (a fluctuation of 15.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "US Open ATP: Frances Tiafoe vs. Ben Shelton," the sub-market "US Open ATP: Frances Tiafoe vs. Ben Shelton First Set O/U 8.5" saw a dramatic fluctuation in the probability of the "Over" option, plummeting from 86.5% an hour ago to the current 50% (a fluctuation of 36.5%). Please note the impact of related breaking news.

Coinbase CEO Brian Armstrong stated that regardless of the outcome of the U.S. Senate vote on the Clarity Act on September 15, the cryptocurrency industry will gain regulatory clarity. In an interview with CNBC, he mentioned that if the bill passes, the industry will receive legislative support; even if it does not pass, the SEC and CFTC have indicated their readiness to issue rules, and the industry will still gain regulatory clarity around the time of the vote.The Digital Asset Market Clarity Act aims to establish a federal regulatory framework for cryptocurrency exchanges, brokers, and stablecoins by dividing token regulatory authority between the SEC and CFTC. Armstrong noted that the bill has broad bipartisan and industry support, with law enforcement agencies, banks, and cryptocurrency companies all expressing their backing. Key issues previously raised by Coinbase have been resolved. The only outstanding matter is the ethical provisions concerning elected officials holding digital assets; the White House has proposed a plan that includes strong ethical clauses, while Democrats are pushing for further measures, including mandatory asset divestiture, with both sides nearing a resolution.In response to JPMorgan CEO Jamie Dimon's criticism regarding Coinbase's regulatory arbitrage using the bill's stablecoin provisions, Armstrong remarked that critics with large payment businesses are facing "competitive issues" and are "speaking for themselves." He also stated that Goldman Sachs, Bank of New York Mellon, and Fidelity all support the bill.

Less than 24 hours remain until the new pricing for the DeepSeek V4 Flash series takes effect (September 10, 12:00 SGT). With upstream price adjustments imminent, B.AI has prepared an exclusive stacking benefit for global developers to ensure top-tier computing power remains within reach. This upcoming benefit aims to further reduce invocation costs and unleash greater productivity—whether for high-frequency API calls, Agent workflow construction, or large-scale production-level deployments, all can operate continuously and efficiently with a lower burden. Specific benefits will be announced soon, so please stay tuned to B.AI's official updates and don't miss this boost in computing power.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale invested $163,094.7 in the event "US Open ATP: Ben Shelton vs Carlos Alcaraz." Based on the current transaction price, the latest corresponding winning probability for this subject is 24%.