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According to The Block, Grayscale's research director Zach Pandl stated that the approximately $58,000 low reached around June 30 remains his assessment of the bottom of the current bear market phase, and Grayscale is currently advising clients to allocate Bitcoin.Pandl mentioned in an interview with The Block during the Avalanche summit in New York that they have maintained the view that $58,000 is the bottom of this bear market phase for the past few months. This assessment echoes the comments made by Coinbase CEO Brian Armstrong, who stated on September 10 that Bitcoin has bottomed out in the current cycle and expects a sustained upward trend for the next two years.Pandl stated that Grayscale uses a three-part framework to assess whether clients should allocate Bitcoin, including long-term structural trends, market cycle phases, and macro context. He believes that all three conditions are currently met, thus giving clients the "green light" to allocate Bitcoin. As of Thursday morning, Bitcoin was above $76,000, up 0.8% in 24 hours, but still down about 39% from its historical high of approximately $126,000.Pandl also compared Bitcoin with Zcash, noting that Grayscale has offered investment products for Zcash for about nine years. He believes that Zcash occupies an "underutilized and unexplored design space," rather than directly competing with Bitcoin, and pointed out that as artificial intelligence becomes more powerful, privacy issues are receiving more attention, with Zcash providing investors a way to express their views on personal and financial privacy.

According to Slow Fog's disclosure, Core Lightning (CLN) has an experimental feature vulnerability that may put user funds at risk. Core Lightning's official statement indicates that they are investigating the vulnerability and recommend that all nodes with experimental features enabled immediately disable them and wait for a patch. High-risk options include --experimental-dual-fund, --experimental-splicing, and --experimental-peer-storage.Slow Fog stated that similar issues were fixed in August, where remote peers could specify arbitrary or even zero fees in channel opening or fund adjustment protocols. Local nodes would sign and write to the database without additional verification, potentially forcing nodes to incur abnormal fees or even trigger a crash loop, leading to long-term offline status for the nodes.Node operators are advised to immediately disable or remove all experimental parameters; do not completely shut down the nodes, but use offline mode to retain on-chain monitoring capabilities to prevent peers from forcefully closing channels while the node is offline; verify signatures after the official patch is released before upgrading, and be cautious of fake patch links shared by impersonating official accounts.

Payments industry publication PaymentsJournal has published a deep-dive article, Navigating Latin America’s Complex Payment Ecosystem, examining the region’s evolving payments landscape, including domestic payment rails, cross-border settlement, stablecoins and payment orchestration. The article draws on PhotonPay’s research report, The Next Payment Infrastructure in LATAM, as a reference for its analysis. The article highlights the highly fragmented nature of Latin America’s payments market, where countries such as Brazil, Argentina and Mexico have developed distinct payment systems, currencies, providers and regulatory frameworks. At the same time, stablecoins are gaining traction in cross-border payments, offering an additional layer for liquidity and settlement, while local payment rails remain essential for reaching businesses and consumers in individual markets. PaymentsJournal argues that the next phase of payment infrastructure in Latin America may not be about creating a single regional rail, but about connecting diverse local payment systems, currencies and global liquidity through a more unified infrastructure layer. In this model, stablecoins can facilitate cross-border movement and settlement of value, while payment orchestration connects and manages the local rails, providers and fund flows businesses need to navigate. PhotonPay’s research explores these infrastructure trends and the changing dynamics of payments across the region.

Swiss Bitcoin hardware wallet manufacturer BitBox announced that any BitBox hardware wallet user can create a Lightning Network hot wallet within the mobile BitBoxApp, allowing them to recharge directly from on-chain balances and pay invoices without switching between multiple apps, wallets, or third-party services. This Lightning wallet is derived from the user's existing BitBox backup, eliminating the need to record new mnemonic phrases, while the two wallets remain independent.The Lightning Network side operates as a hot wallet, aimed at small and everyday payment scenarios such as coffee, invoices, and quick transfers, while long-term savings are still managed by the hardware device. Within the BitBoxApp, users can scan and pay Lightning invoices, send and receive Bitcoin, obtain a dedicated Lightning address, recharge from the on-chain wallet, and transfer funds back again.This feature is built on the Breez SDK, making BitBox one of Breez's over 100 integrated partners. It is supported by Spark, allowing users to operate without running nodes, opening channels, or managing liquidity, with funds always kept under the user's control. Breez launched the developer app Glow in August to help developers understand how Lightning wallets operate and build their own products.

According to Gate quotes, the South Korean KOSPI index closed down 57.13 points, a decrease of 0.85%, at 6627.24 points; the Nikkei 225 index closed down 8.89 points, a decrease of 0.01%, at 63484.10 points.

According to Reuters, the artificial intelligence startup Temporal announced the completion of a $550 million late-stage financing, with its valuation more than doubling to $12.55 billion within seven months. This round was led by Lightspeed Venture Partners, with Wellington Management, Goldman Sachs Alternatives' Growth Equity, and Tiger Global participating as co-leads. SV Angel and T. Rowe Price Associates' advisory accounts also participated, while existing investors Andreessen Horowitz (a16z), Sequoia Capital, and GIC continued to invest.The funds will be used to expand global operations and deepen platform research and development. Founded in 2019, Temporal develops open-source software that helps applications, including AI agents, recover from failures, reducing the need for engineers to write custom recovery code. Its clients include OpenAI, Snap, Nvidia, Netflix, and JPMorgan Chase.The company has 570 employees and an annualized revenue run rate exceeding $250 million, more than doubling year-over-year. In February of this year, the company completed a $300 million financing led by a16z at a valuation of $5 billion.

According to Business Insider, the Seattle-based artificial intelligence company Nuance announced the completion of a $50 million Series A funding round, led by Lightspeed Venture Partners, with participation from Accel, NVentures (a subsidiary of NVIDIA), South Park Commons, and Define Ventures.Nuance was founded last year by three former Apple researchers, aiming to develop multimodal AI models with stronger emotional understanding capabilities. The company completed a $10 million seed funding round led by Accel last July.

During the weekend market closure of traditional markets, the perpetual contract types of stocks may have been priced in advance. According to data from RootData, based on the median price difference, memory/storage (-0.09%) and AI concept (-0.15%) both saw slight declines:iShares Semiconductor ETF (SOXX) is currently priced at $509.76, up 1.49% from the last trading day's after-hours reference price of $502.26;Nasdaq Triple Leveraged ETF (TQQQ) is currently priced at $67.68, up 0.79% from the last trading day's after-hours reference price of $67.15;Strategy (MSTR) is currently priced at $131.00, up 0.70% from the last trading day's after-hours reference price of $130.09;SPDR Gold ETF (GLD) is currently priced at $397.09, up 0.64% from the last trading day's after-hours reference price of $394.58;Coinbase (COIN) is currently priced at $176.93, up 0.57% from the last trading day's after-hours reference price of $175.93;Nebius (NBIS) is currently priced at $208.94, down 0.35% from the last trading day's after-hours reference price of $209.66;Walmart (WMT) is currently priced at $107.88, up 0.28% from the last trading day's after-hours reference price of $107.57;SpaceX (SPCX) is currently priced at $147.54, down 0.38% from the last trading day's after-hours reference price of $148.10;

The Falcon rocket has completed its 700th flight, and Musk congratulated the SpaceX project team.

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.

Electrum has released version 4.8.2, which includes multiple security fixes and enhances the security of the Bitcoin wallet codebase. The related fixes are based on reports from researchers such as Bitcoin Red Team, Calle, l0rinc, haoxucu, and m0wer.This version addresses a critical backup issue affecting some Lightning wallets that use non-deterministic keys and anchored channels. Previously, the channel backups and full wallet backups of affected wallets may have lacked the keys necessary to transfer funds on-chain after a remote force close request; affected users will receive a warning when starting Electrum and should export a new backup, as the old backup cannot correctly restore funds in this scenario.This version also strengthens Lightning HTLC verification, rejects previously acceptable format errors in xpub/xprv keys, expands the scope of codebase security enhancements, and prevents the Android QR code scanner from reading screenshots. This is the third security-focused version release of Electrum since July, following versions 4.8.0 and 4.8.1.

SpaceX stated that the next Starship flight will bring revenue.

The yield on the 10-year U.S. Treasury bond has slightly retreated, recently rising by 8.08 basis points to 4.916%.

AI-native CRM company Lightfield has completed a $47 million Series A funding round, led by a16z, with participation from Maverick Capital, Coatue, Greylock, Lightspeed, Audacious Ventures, and Alumni Ventures. Founders and individual investors such as Guillermo Rauch, Immad Akhund, Mati Staniszewski, Jeff Wang, Scott Belsky, Avichal Garg, Nick Talken, and Zack Kisner also participated in this round of financing.The funds will be used to accelerate growth and expand AI Agent capabilities. Lightfield focuses on automatically integrating customer interaction data, building an enterprise "world model," allowing Agents to autonomously develop business opportunities, advance deals, and manage customers. Since its launch in November 2025, over 5,000 companies have registered.

B.AI platform announces that the dark and light theme switching feature for the Web Chat terminal is officially online, now supporting seamless switching between light and dark modes.After logging into the B.AI web terminal, users can easily switch the visual theme according to their office environment or personal preferences by clicking the "sun" or "moon" icon in the control bar at the bottom left of the interface. Whether working efficiently during the day or immersing in thought at night, users can enjoy a more comfortable interaction experience.B.AI will continue to refine product details to provide developers and AI enthusiasts with a higher quality AI collaboration experience.

The platform X-Agent, which builds runnable AI applications using natural language, was invited to participate in the AI Foundation Community Lightning Pitch held at WeWork in Tokyo, engaging with entrepreneurs, developers, investors, and practitioners of AI applications.Discussions on topics such as AI Agents, the implementation of AI Apps, and ecological collaboration took place on-site, allowing participants to further understand X-Agent's product experience that helps users build runnable AI applications through natural language. X-Agent stated that it will continue to deepen its product and community layout in the Japanese market and explore collaboration opportunities with local developers, project parties, and partners.

Cobo co-founder and CEO Shen Yu recalled that he has a deep shadow over ZEC. When ZEC's mainnet launched in 2016, BitMEX set the price ceiling at 10 BTC, which also became the historical high point for ZEC.He stated that shortly after starting to mine on the night of the launch, the transformer of the GPU mining farm was struck by lightning, and since then, ZEC has not appeared in his personal wallet again.

According to Gate market data, ChainCatcher reports: The Dow Jones Index opened on September 8, down 464.3 points, a decrease of 0.87%, at 52,949.95 points; the S&P 500 Index opened down 10.5 points, a decrease of 0.14%, at 7,707.86 points; the Nasdaq Composite Index opened up 21.41 points, an increase of 0.08%, at 26,528.4 points.

According to CoinDesk, the "credit pulse" indicator, which measures the speed of new credit in China relative to GDP changes, is flashing red. The Bloomberg China Credit Pulse Index recently reported 20.84 points, the lowest level since 2008. This indicator was proposed by economist Michael Biggs in 2008 and is considered related to the global manufacturing cycle, leading S&P 500 returns by about 12 months.Albert Edwards, a strategist at Société Générale, warned that ignoring China's recent monetary tightening could become "the biggest investment mistake of the decade." Despite the weakening indicators, Bitcoin surged 25% in August and briefly broke through $80,000, mainly driven by inflows from U.S. spot ETFs, short covering, and a catch-up rally of previously lagging assets compared to the stock market.Looking ahead, there are two scenarios: one is that Bitcoin continues to rise, as current crypto trading is primarily driven by U.S. institutional funds, reducing sensitivity to signals from China's credit conditions; the other is that if U.S. stocks decline as Edwards predicts, risk aversion may spill over into Bitcoin. Which scenario will materialize remains to be seen.