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According to BBX data, last weekend, global publicly listed treasury and mining companies in the U.S. announced their latest accounts regarding digital asset allocation, note financing, and liquidity management. The core updates are as follows:Evernorth Holdings plans to issue $30 million in convertible senior notes, specifically for increasing its holdings in XRP and ecological expansion: The treasury company Evernorth Holdings submitted an 8-K filing to the U.S. SEC, disclosing that it has signed a subscription agreement with a trust under South Korea's NH Investment & Securities, planning to issue convertible senior payment-in-kind (PIK) notes with a scale of $30 million, an annual interest rate of 4%, and maturing in 2031. The formal effectiveness of the notes is contingent upon the completion of the business merger transaction between Evernorth and the SPAC company Armada Acquisition Corp. II (expected to close in the fourth quarter of 2026). The proceeds will be fully used to purchase XRP in the secondary market and participate in XRP-related ecological businesses. Noteholders can convert the notes into the company's Class A common stock one year after the effective date, with an initial conversion price of approximately $10.20 per share.Bitdeer (NASDAQ: $BTDR) disclosed weekly mining data, producing 287.2 BTC fully liquidated: The Nasdaq-listed Bitcoin mining company Bitdeer announced its latest Bitcoin holdings data. As of the week of September 18, its self-operated Bitcoin mining output was 287.2 BTC, and it sold 287.2 BTC in the open market during the same period, resulting in a net addition of 0 BTC for the week. The balance sheet continues to implement a liquidity strategy of immediate sale upon production, maintaining zero Bitcoin retention.

According to Arkham monitoring, trader 0x0c5 holds a long position in ETH worth 29.6 million dollars on the Hyperliquid platform (20x leverage, entry price 2482.2 dollars), which was established three weeks ago.Four days ago, this position was in an unrealized loss of about 1.6 million dollars. With ETH rising by 5.5%, it is currently in an unrealized profit of 2.29 million dollars.

The AI wave is breaking the traditional asset diversification logic of pension and sovereign funds, with risks spreading from technology stocks to multiple areas such as private equity, corporate bonds, and infrastructure. Institutional investors are beginning to reassess the AI exposure of their entire portfolios.Goldman Sachs estimates that AI infrastructure-related companies account for about 40% of the total market capitalization of the S&P 500; Apollo data shows that this year, AI-related issuances have accounted for nearly half of the investment-grade bond issuance and 87% of venture capital funding. Monte Tarbox, Chief Investment Officer of the New York City Retirement System, recently rejected a fundraising request due to an overweight position in a private equity fund related to AI.Institutions currently face the challenge of lacking a unified standard for measuring AI exposure. The Los Angeles County Employees Retirement Association estimates that 8% to 19% of its holdings are related to AI; a survey by Invesco of 90 sovereign wealth funds shows that more than half list market concentration as the primary risk of AI investment. Some large institutions are beginning to adopt a holistic portfolio approach to track AI-related exposure and the correlations between assets, while some institutions are starting to use AI tools to monitor their own portfolios.

According to X user @UngusTrade's post on September 21, a commit named "Binary options support" recently appeared in Lighter's prover code repository, which describes ZK circuits that support Lighter. The code shows that this implementation is for standard binary outcome contracts, with a settlement cap for each market, typically set at 100 for prediction markets, where share prices trade between 0 and the cap, settling at either 0 or the cap. The contracts are fully collateralized in USDC, with no leverage and no liquidation.It is noteworthy that the circuit supports continuous markets, allowing for settlement at any value within a range, thus enabling contracts based on measurements, rather than just yes or no events. Additionally, Lighter may allow whitelisted operators to create, manage, and settle markets, similar to the deployment model of HIP-3. Currently, Lighter has not commented on this.

Uniswap founder Hayden Adams stated on the X platform that the original domain holder of Uniswap.com had asked for a seven-figure sum, but the team refused to pay. SBF subsequently purchased the domain for a seven-figure amount and pointed it to a fork project. Due to the malicious use of the domain, the legal team ultimately acquired the domain for free.

0G launched Compute Finance (ComFi) on September 21, and introduced the liquid staking product Ascend, while also announcing that the computing power-based digital asset Infinite AI (iAI) will be launched on September 29. Users can stake 0G to receive a0G, use a0G to mint iAI, and then stake eligible iAI to earn computing power points, which can be used for supported 0G AI products such as 0G Private Computer.According to the initial parameters, eligible staked iAI can earn computing power points daily, with a calibrated use value exceeding 1 dollar in supported 0G AI services. When 0G Private Computer goes live, it will connect to over 130 AI models. Computing power points are only used for eligible AI services and do not constitute cash, cash equivalents, or any guaranteed financial returns. iAI is also expected to be launched on 0G's agent and token issuance platform Comfy.fun.

The total market capitalization of cryptocurrencies has returned to $2.8 trillion, briefly approaching $2.9 trillion. Bitcoin rose 5% to $81,914, the highest level since September 4, after briefly falling below $75,000 on September 16. The Hyperliquid token HYPE surged to a historic high of $94.48, with a weekly increase of 18%, and its market capitalization surpassed $20 billion.The Zcash token ZEC increased by 36% to a multi-year high of $1,590, with a market capitalization nearing $25 billion. NEAR rose from $2.33 on September 13 to $4.06, while AVAX increased by nearly 50% over the week; ETH and XRP rose 3% to $6. The total market capitalization of altcoins increased from $1.17 trillion at the beginning of the week to $1.23 trillion, before falling back to slightly below $1.2 trillion.

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.

The ZetaChain community passed Proposal 68 with a support rate of 99.4%, deciding to shut down its Layer 1 blockchain and migrate ZETA to Solana. The voter participation rate was 58%, exceeding the 40% quorum threshold, with both opposing and abstaining votes at 0.3%.ZetaChain stated that the project will focus on the AI application Anuma, launched in February this year, and believes that it is no longer necessary to maintain an independent Layer 1 based on Cosmos SDK. Anuma currently reports having over 300,000 users and has processed 1 million requests from 35 AI models.According to the proposal, ZETA will be converted to Solana's native SPL token at a 1:1 ratio, retaining the original ticker and total supply, with the existing unlocking plan unchanged, but excluding ZETA on Ethereum and BNB Chain. This vote did not determine the shutdown time; a second vote will be needed to confirm the balance snapshot block, shutdown block, and token redemption and asset withdrawal plans; the project team will not initiate the second vote until the exchange arrangements are confirmed. During this period, ZETA staking will continue.

On September 18, Solana reduced the target slot time from 300 milliseconds to 250 milliseconds, marking the third acceleration since August. As the computation and data capacity per slot is proportionally reduced, the overall throughput of the network has not increased.This adjustment is the third phase of the SIMD-0525 four-phase plan, with slot time decreasing from 400 milliseconds at genesis to 350 milliseconds, then 300 milliseconds, and now to 250 milliseconds. The final step down to 200 milliseconds has not yet determined a mainnet activation date, provided that the validator block skipping rate remains stable.

According to official news, ZetaChain plans to convert ZETA to Solana's native SPL token at a 1:1 ratio, while retaining the original token code. The migration will not take place until ZETA holders complete the voting.The proposal also plans to introduce the privacy-focused multi-model AI application Anuma. Anuma has 300,000 users, supports unified memory across models, and has launched a beta feature for social discovery in real life. Voting will open on September 17 and last for 72 hours.

Robinhood ChainCoin stock meme coin issuance platform Pons stated that the cumulative DEX trading volume of Robinhood Chain has exceeded 60 billion USD, of which approximately 14 billion USD in trading volume comes from Pons built on Uniswap v4.Pons claims that it is expanding the trading market scale on Robinhood Chain and is committed to establishing a market that anyone can participate in.

According to a report by Seoul Economic Daily, Samsung Electronics plans to increase the production of the sixth-generation high bandwidth memory HBM4 and the seventh-generation HBM4E, among other HBM4 series, by at least more than double compared to this year. The company intends to outsource the cleaning volume of glass substrates required for thinning HBM DRAM from 20,000 pieces per month this year to 50,000 pieces per month next year, an increase of 2.5 times compared to this year. Last year, the monthly demand for these substrates was about 10,000 pieces, which has already doubled this year compared to last year.The HBM4 and HBM4E that Samsung Electronics is focusing on expanding production are primarily high-stacking products with 12 layers or more. The company began mass production and shipment of HBM4 using sixth-generation 10nm (1c) DRAM and 4nm process-based chips in February this year, and provided 12-layer samples of HBM4E to customers such as Nvidia in May. The industry expects that, based on monthly wafer input, Samsung Electronics' HBM production capacity will increase from about 180,000 pieces this year to about 250,000 pieces next year, an increase of nearly 40%; the shipment proportion of the HBM4 series may rise from about 40% this year to about 80% next year.

Recently, discussions surrounding the shutdown of projects invested by a16z have intensified. According to RootData's investment and financing data, after deduplication by project, five institutions—Coinbase Ventures, YZi Labs, Pantera Capital, a16z, and Paradigm—cover a total of 993 independent invested projects, of which 216 are marked as shut down, accounting for a cumulative ratio of 21.75%.Looking at the institutions individually, Pantera has a shutdown rate of 24.76% (51/206), Coinbase Ventures at 22.69% (98/432), a16z at 20.09% (43/214), Paradigm at 19.49% (23/118), and YZi Labs at 13.56% (32/236).Although a16z is at the center of public opinion, it is not the institution with the highest shutdown rate in the sample. Among its 148 lead investment projects, 29 are marked as shut down, accounting for 19.59%, including Linera, which recently announced its closure, and Universal, which has announced its entry into the shutdown process, indicating that even leading institutions cannot eliminate operational risks for projects.

According to the Financial Times, Saudi Arabia has withdrawn from the digital currency project led by Beijing, which is part of China's efforts to develop an alternative cross-border payment system to the US dollar.The mBridge platform has sparked controversy in the United States, with concerns that participants may use it to bypass traditional dollar-dominated payment systems like Swift. The platform is set to be commercially launched, utilizing blockchain technology to enable central banks to directly transact using their respective digital currencies, reducing foreign exchange transaction times and costs, and diminishing the role of the dollar as an intermediary currency.

According to on-chain analysts, a certain address first purchased GSTOCK two days ago and increased its position again during a rapid rise within 20 minutes, spending a total of $261,000 to accumulate 12.31 million GSTOCK at an average price of $0.02117.Currently, this address has a profit of $51,000, ranking among the top four addresses holding GSTOCK.

According to Cointelegraph, renowned gold bull and economist Peter Schiff stated that the announcement from the U.S. Securities and Exchange Commission regarding tokenized stocks could be bearish for Bitcoin. He believes that tokenized securities can offer similar convenience to Bitcoin while having a more reliable underlying asset value, which may weaken Bitcoin's appeal.

At the 2026 World Manufacturing Conference, memory chip manufacturer Changxin Technology announced the official mass production of its fifth-generation technology platform.According to reports, Changxin Technology has achieved a half-pitch of 11.95 nanometers in the active area of the memory array, with a capacitor aspect ratio of 45:1, and the height of the core kinetic area has been reduced to 6762 nanometers. The storage density of the fifth-generation process platform has significantly improved, with each wafer producing over 50% more than the previous generation platform under the same conditions.The 24GB LPDDR5X product developed based on this platform has entered formal mass production and is being used in mainstream domestic flagship smartphones.

According to the token unlock data from the crypto asset data platform RootData, Walrus (WAL) will unlock approximately 38.33 million tokens at 10:00 AM Beijing time on September 27, with a value of about 1.21 million US dollars.