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The latest report from the Bitcoin Policy Institute shows that due to the Iran conflict, the annual blockchain transaction volume in the Middle East and North Africa is expected to reach $350 billion in 2025-2026, more than three times the approximately $100 billion in 2022. The report points out that regional conflicts typically accelerate capital outflows, but the Iran conflict presents a different dynamic: an increasing amount of capital is shifting towards digital assets, highlighting the growing role of cryptocurrencies (especially Bitcoin) as a hedge against economic and geopolitical uncertainty.The report states that after the outbreak of the conflict, Bitcoin initially fell in sync with other risk assets, but then investors shifted from higher-risk cryptocurrencies to Bitcoin, raising its market capitalization share to a one-month high of 64.8%. In countries like Egypt, Turkey, Lebanon, and Iran, due to currency devaluation, more people are increasingly using Bitcoin and dollar-pegged stablecoins to preserve value. Meanwhile, Gulf countries like the UAE and Bahrain are attracting crypto firms and institutional investors by establishing regulatory frameworks.Chainalysis data also shows that after the US-Israel airstrikes from February 28 to March 2, approximately $10.3 million left Iranian crypto exchanges. The report believes that in countries suffering from sanctions, conflict, or currency instability, cryptocurrencies have become tools for preserving and transferring value outside the traditional financial system, while regulated Gulf markets continue to attract institutional capital.

The cryptocurrency exchange Bitfinex posted on X that the Bitcoin miner position index is currently -1.2, well below its annual average.Miners are holding supply, even though the breakthrough in August briefly pushed it up to 2.8. An index above 2 means that miners are selling again, and current selling activity is relatively sluggish.

According to CoinDesk, Glassnode data shows that Bitcoin wallet groups have collectively turned to net selling for the first time since early June. Bitcoin fell below $80,000 after being blocked at the key resistance level of $83,000. The current Glassnode accumulation trend score is 0.37, close to 0, indicating selling, led by whales holding over 1,000 BTC.In the previous three months, almost all groups were actively accumulating, with Bitcoin trading sideways around $60,000. Bitcoin is also facing resistance at approximately $79,687, the 50-week moving average. However, the 50-day moving average may cross above the 200-day moving average as early as Tuesday, forming a golden cross, providing an optimistic signal for bulls, which means Bitcoin may eventually break through the resistance zone.

The Research Institute of Financial Technology at Renmin University published a compiled article on stablecoin research in the Journal of International Money and Finance. The related research is based on large language model (LLM) agents analyzing the de-pegging risks of stablecoins, which indicates that the de-pegging of stablecoins has significant nonlinear and threshold characteristics. The arbitrage mechanism can absorb a certain degree of informational pressure, but when the severity of the narrative reaches a "critical threshold," the system may quickly enter a state of sustained de-pegging.

The cryptocurrency exchange Gate has launched an on-chain trading product called "Gold Dog," covering multiple public chains such as Robinhood, SOL, ETH, Gate Layer, BSC, Base, SUI, ARB, World Chain, AVAX, Polygon, LINEA, ZK, OP, and Berachain, supporting on-chain assets like Meme and small tokens.The buying and selling fees for this product are both 0.5%. Users trading Robinhood Chain on-chain assets can enjoy a limited-time exemption from network fees. Users can directly use their Gate account assets for on-chain trading without the need to create or connect a wallet, frequently transfer assets, or switch networks, and can check real-time market data and K-line charts through token names or contract addresses."Gold Dog" will also support features such as Callout rankings, KOL rankings, and active account displays.

Cryptocurrency analyst Willy Woo stated that Bitcoin is significantly decoupling from the U.S. stock market, with the last occurrence of such a degree of decoupling happening in 2015, which was the prelude to the Bitcoin bull market in 2017.In 2014, the stock market was still in a bull market, while BTC experienced a bear market unrelated to stock market trends. From 2015 to 2016, the stock market fluctuated weakly for two consecutive years, while BTC entered a bull market; then in 2017, when the stock market also turned bullish, BTC further surged. Willy Woo believes that the current market pattern is similar to that time: BTC liquidity continues to strengthen, while the stock market is beginning to show signs of weakness.

Vitalik Buterin stated that recent discussions around transaction formats, including EIP-8141, the "future state" proposal, UTXO, PBT, key-controlled randomness, and recursive STARK memory pools, have helped the Ethereum community better understand the concepts of "actions" and "dependencies" in transactions. Dependencies can be processed in parallel, and some dependencies that do not require state access can be validated at the memory pool layer, potentially further compressing execution and data costs through STARK.Vitalik believes that Ethereum's future scalability needs to strike a balance between a dynamically flexible execution model and a more easily statically analyzable constrained model, providing lower gas costs for transactions and state access that can be statically analyzed. If EIP-8141 is designed properly, it will not only be a milestone achievement in a decade of account abstraction work but also prepare for decentralized-friendly large-scale scalability in the coming years.

According to Bloomberg Intelligence's compilation of the first quarterly 13F holdings report for Hyperliquid ETF, a total of 30 institutions disclosed their holdings in Hyperliquid ETF, with a total amount of approximately 74.9 million USD. Brazilian institution Wealth High Governance Asset Management ranks first with nearly 24 million USD in holdings, owning 632,614 shares of the 21Shares HYPE fund (THYP), valued at 23,948,236 USD as of June 30.This list was published by Bloomberg Intelligence ETF analyst James Seyffart on the X platform. OLP Capital Management ranks second with 10.5 million USD, UBS ranks third with 7.5 million USD, Bank of Montreal ranks fourth with 6.7 million USD, and Jane Street ranks fifth with 4.4 million USD. Other listed institutions include Discovery Capital, Brevan Howard, Balyasny, and Boothbay. The top five institutions hold a total of approximately 53 million USD, accounting for 70.8% of the total disclosed amount.

Cryptocurrency KOL XXAntiWar posted on platform X again after nearly a year, stating: "Believe that the bull will come, and the bull will come; believe that you will get rich, and money will come into your pocket."Subsequently, XXAntiWar wrote "Come Wealth" continuously and added the text "With gratitude, I receive. Money loves me and I believe."

Bitcoin News posted on platform X that the Japanese energy and technology company Remixpoint sold all of its holdings in ETH, SOL, XRP, and DOGE on September 1, 2026, with a transaction amount of approximately 5.6 million USD, resulting in a total profit of about 757,000 USD.Remixpoint currently holds approximately 1,506 BTC and has shifted its digital asset reserve strategy to only hold Bitcoin. The company also earned about 14.92 BTC in revenue through Bitcoin lending, and the proceeds from selling altcoins may be used to expand its energy business.

On-chain analysis platform Arkham stated that Invesco has the longest continuous record of ETH holdings in any ETF. Invesco's clients have not net sold ETH in the past 6 months, with the last sale occurring on March 19, 2026.

According to Japan's Sankei Shimbun, "Saint Seiya" author Masami Kurumada has sued his former manager and their relatives and acquaintances, accusing them of misappropriating approximately 4.68 billion yen from Kurumada Productions and two other companies over a period of about six years through company account transfers and withholding copyright fees, among other methods. Some of the funds are reportedly used for investing in cryptocurrencies.The related incident was exposed during a tax investigation by the Tokyo National Tax Agency in 2024, with approximately 1.8 billion yen already recovered. Masami Kurumada is now seeking compensation of about 2.89 billion yen from the Tokyo District Court.

OpenAI officially released GPT-6 Astra on Thursday, with President Greg Brockman calling it a "generational leap in capability" during the press conference, and believing that the model has reached the standard of Artificial General Intelligence (AGI), meaning that artificial intelligence can match or exceed human capabilities. Brockman stated, "Welcome to the era of AGI." If this judgment holds, it means AI entities will be closer to performing reasoning tasks in various complex tasks that humans can do, and even more.GPT-6 Astra is OpenAI's first model to cross the "critical" threshold under its internal danger capability scoring system, the Preparedness Framework, which means it can independently discover previously unknown software vulnerabilities (i.e., zero-day vulnerabilities) without gradual human supervision and chain them into attacks that can run in hardened systems. In testing, the model achieved a score of 100% on the ExploitBench benchmark; to rule out inflated scores due to memory answers, OpenAI conducted a second test using 20 recent vulnerabilities from the Google V8 JavaScript engine. Astra not only surpassed the previous generation GPT-5.6 Sol but also discovered and chained two previously unknown zero-day vulnerabilities, which are still being disclosed to the affected parties.Due to its high autonomy, the monitoring difficulty of Astra has also increased. OpenAI acknowledges that in tests assessing its ability to evade supervision, the model is more difficult to track than previous systems.

A Binance user posted a complaint on the X platform, stating that more than thirty arbitrage positions in the AKEUSDT contract were all forcibly liquidated, resulting in a single-day loss of over 5 million USDT, with the principal nearly reduced to zero. The user accused the market makers of malicious short squeezing and targeted attacks, calling for the platform to intervene and investigate.According to the user, AKE rose from 0.0076 USDT to 0.044859 USDT within 8 hours, from September 2 at 21:00 to September 3 at 5:44, an increase of about 6 times, with the last 7 minutes seeing a direct doubling from 0.022432 to 0.044859. The user believes that such an extreme rate of market movement, without fundamental support and with a highly concentrated position, clearly constitutes manipulative behavior, and the platform should disclose risk control logs and compensate users for their losses. The user also compared this incident to the abnormal market conditions of the TUT contract on August 9, arguing that the structures of the two events are highly similar. As of the time of publication, Binance has not publicly responded to this incident. This complaint is a unilateral user statement, and the relevant facts await further verification by the platform.

OpenSea announced the addition of Solana NFT trading on OS2, allowing collectors to browse, purchase, and sell Solana digital collectibles on the platform, with series like Mad Lads and Claynosaurz available at launch. The release on August 31 expands OpenSea's Solana services beyond fungible tokens. The company stated that collectors can use the platform without switching wallets or accessing multiple markets, while Solana creators gain a new channel to reach buyers.The OS2 version released by OpenSea in May 2025 offers fungible token trading across 19 chains, including Solana. The newly added NFT support fills a functional gap on the Solana side of the platform. OpenSea stated that users can now buy, sell, trade, and bid on top Solana series. This move creates more direct competition with existing Solana markets like Magic Eden and Tensor.

On September 2, B.AI announced that its Responses API is now integrated with the DeepSeek series of models. Developers can use the B.AI API Key to call the DeepSeek series of models supported by the B.AI platform in the Codex client.Previously, B.AI had supported calling the GPT series of models through Codex. After configuring the API Key and Base URL, developers can switch between DeepSeek and GPT for scenarios such as code generation, understanding, debugging, refactoring, and development collaboration.

OpenAI countered Apple's allegations of stealing trade secrets in a late-night legal document. OpenAI stated that the lawsuit is baseless and aims to hinder its recruitment of new employees, ultimately delaying its efforts to develop competitive technology.OpenAI claimed that many of the allegations stem from Apple's poor internal departure procedures, and the lawsuit is "the chaos caused by Apple itself." Previously, OpenAI CEO Sam Altman had shared a table with Apple's then-CEO Tim Cook at a White House tech leaders dinner.

According to Onchain Lens monitoring, a certain whale transferred 95 bitcoins to Galaxy Digital, worth approximately 7.32 million USD, suspected to be used for over-the-counter trading sales.

On September 2, the domestic large model manufacturer Zhipu opened an official flagship store on Tmall, selling products such as the Coding Plan package.Currently available products include personal versions like Lite, Pro, Max, etc., which can be purchased via monthly/quarterly/annual subscriptions. In the future, buying Tokens will also be possible on the e-commerce platform.

On September 1, Anthropic released Claude Fable 5.1 and Claude Mythos 5.1, marking the first update to this model series since the launch of Fable 5 on June 9. Anthropic claims that the new models are the most advanced for programming and knowledge work. In the Terminal-Bench-Science 0.1 benchmark, Fable 5.1 recorded a pass rate of 52.6%, more than doubling Fable 5's 24.7% and surpassing Opus 5's 29%; in Terminal-Bench 4, Fable 5.1 scored 55.8%, higher than Fable 5's 42% and Opus 5's 52.3%.Fable 5.1 and Mythos 5.1 share the same underlying model, differing only in their safety filters. Fable 5.1 is available to all Claude accounts, while Mythos 5.1 remains restricted to professionals vetted through Anthropic's network security verification program and life sciences verification program. In terms of pricing, Fable 5.1 charges $10 per million tokens for input and $50 for output, which is double that of Opus 5. Cache read costs have decreased by 75%, and typical workload costs can drop by about 25%, with high agentic workloads decreasing by up to 45%.