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According to Bloomberg, the Qatar Investment Authority (QIA) is seeking to establish an investment partnership with JPMorgan worth up to $20 billion, which includes a $15 billion public equity investment mandate and a $5 billion private market investment plan focused on U.S. mid-sized companies.The collaboration will cover both public and private markets, including equities and credit, with a related memorandum of understanding expected to be announced as early as Monday.

According to Bloomberg, South African digital asset companies have suspended transactions worth billions of rand due to regulatory adjustment plans.The proposed revision will incorporate cryptocurrencies into South Africa's foreign exchange control system and restrict their use in cross-border transactions.

The Bank of Korea (BOK) has launched the first 24-hour Korean won settlement network pilot, aimed at allowing foreign investors to settle won transactions outside of normal banking hours in South Korea. The central bank announced on Monday that its international wire transfer network has begun trial operations with four domestic banks: KB Kookmin Bank, Woori Bank, Hana Bank, and Shinhan Bank. Full operations are expected to start in January 2027, at which point participation will expand to other institutions and foreign banks.The network operates 24 hours a day on weekdays, excluding weekends and public holidays. Foreign investors can settle won transactions during their domestic business hours by registering a Foreign Institution (RFI-K) account for won services, without the need to open an account directly with a South Korean financial institution. The Bank of Korea stated that the network is expected to enhance the international status of the won by improving foreign investors' access to won settlement infrastructure.In addition, the Bank of Korea is also experimenting with tokenized settlement infrastructure through the Agorá project led by the Bank for International Settlements, which completed a cross-border payment trial using tokenized central bank reserves and commercial bank deposits, including the won, in July. The Bank of Korea is simultaneously advancing the Hangang project, a blockchain-based pilot that utilizes wholesale central bank digital currency to settle tokenized commercial bank deposits.

According to Cointelegraph, in response to a previous report by The Wall Street Journal regarding European Central Bank President Christine Lagarde pressuring Greek Prime Minister Kyriakos Mitsotakis to block Binance's MiCA license application, a Binance spokesperson told Cointelegraph that they "do not comment on speculative reports" and reiterated their intention to seek long-term compliance under the EU MiCA framework.Previously, Binance applied for a MiCA license in Greece in January 2026. In mid-June, reports indicated that the Hellenic Capital Market Commission (HCMC) planned to reject the application. Binance subsequently withdrew the application a few days before the MiCA deadline on July 1, stating that they would seek authorization from other EU member states. The European Central Bank and the Hellenic Capital Market Commission have not responded to the related reports.

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 The Wall Street Journal, AI computing infrastructure startup Crusoe has completed a $3.9 billion Series F funding round, with a post-money valuation of approximately $30.9 billion. This round of financing was co-led by Atreides Management, Valor Equity Partners, and Mubadala Investment, with participation from Founders Fund, TPG, and the Qatar Investment Authority (QIA).Founded in 2018, Crusoe initially provided services for cryptocurrency miners and later shifted to AI computing infrastructure. It spent two years building a large AI data center in Abilene, Texas, to provide computing power for OpenAI and Microsoft. The company is currently transitioning to producing compact data centers named "Spark," loading prefabricated facilities onto trucks and deploying them to locations with excess power to more quickly meet the demand for AI inference computing power.

According to EU-Startups, Berlin-based AI service company Integral announced the completion of a €18 million Series A funding round, co-led by Mosaic Ventures and Reid Hoffman, with follow-on investments from Cherry Ventures, General Catalyst, and Puzzle Ventures. Since its establishment in 2024, the company has raised over €30 million in total funding.Integral focuses on providing AI-driven accounting, tax, and payroll services for small and medium-sized enterprises. It uses AI agents to handle tasks such as invoice reconciliation, bookkeeping, payroll calculation, and tax filing, with each document reviewed and signed by licensed professionals. Currently, over 50% of clients have achieved full automation of their accounting processes, reducing the monthly accounting cycle from several weeks to just a few hours.

Carolyn Wilkins, a member of the Bank of England (BoE) Monetary Policy Committee, stated that the growth of dollar stablecoins may reinforce the global dominance of the dollar and increase the demand for U.S. Treasury bonds. She pointed out during a speech at Queen's University Belfast that dollar stablecoins can facilitate cross-border settlements and expand access to dollar-denominated assets outside the United States.Stablecoin issuer Tether's USDT and fintech company Circle's USDC held nearly $150 billion in U.S. Treasury bonds by the end of 2025, purchasing about $33 billion that year. Wilkins noted that large-scale stablecoin redemptions could force issuers to sell Treasury bonds, thereby amplifying volatility in pressured markets. Currently, the total circulation of stablecoins has exceeded $300 billion, with 98% of their value pegged to the dollar. Wilkins stated that this gives the dollar a significant first-mover advantage, and the development of the stablecoin market has implications beyond the cryptocurrency sector.The development of pound stablecoins is relatively slow. The UK's Financial Conduct Authority has tested potential issuers through a dedicated regulatory sandbox and finalized the UK's stablecoin issuance rules in June; the Bank of England has also tested the feasibility of using stablecoins alongside a simulated digital pound for cross-border trade payments.

On September 14, Foreign Ministry spokesperson Guo Jiakun stated: Spreading various threatening narratives, engaging in confrontation and malicious competition will only disrupt the global governance process of artificial intelligence and does not align with the interests of any party.Recently, leaders from several AI companies have called for a slowdown in the development of artificial intelligence and believe that China's advantages in the field of artificial intelligence may pose national security risks.

Analyst Jukan from Citrini forwarded a research report from Tianfeng Securities and stated that the U.S. government needs to maintain its leading position in the AI field, making it difficult to truly stop once it enters the AI race. Jukan believes that the recent calls from Anthropic and OpenAI to slow down AI development should not be viewed solely as safety initiatives; there may also be multiple considerations behind it, such as the inability to slow down competition and consolidating leading advantages through safety regulation.Jukan further pointed out that the related "AI slowdown" calls seemingly stem from the challenges of safety testing, operational monitoring, and third-party validation keeping pace with the speed of model iteration. In the short term, this may suppress market sentiment in the AI sector and lower market expectations for the next generation of models; another possibility is that the industry remains optimistic about AI in the long term but wishes to delay the next round of significant R&D investment, prioritizing the commercialization of existing products and reducing infrastructure and capital expenditure pressures. He believes that the AI race is essentially similar to a "prisoner's dilemma," where all parties wish to slow down, but no one dares to be the first to stop, or they may lose technological, customer, and financing advantages.Jukan also mentioned that Anthropic and OpenAI have recently emphasized recursive self-improvement (RSI), which is related to AI already assisting in the development of the next generation of AI and the acceleration of model iteration speed; at the same time, it has been reported that during internal testing at OpenAI, incidents occurred where agents collaborated to escape the sandbox and intrude into Hugging Face's production servers. Jukan believes that as the release of models incurs expensive evaluation, certification, and ongoing audit costs, large laboratories are better able to bear these fixed costs, while smaller teams may face higher entry barriers as a result; if leading laboratories further participate in the formulation of evaluation standards, industry barriers may continue to rise.

Bitget API now fully supports CFD trading, expanding programmatic trading capabilities from cryptocurrency assets to global markets such as gold, foreign exchange, stock indices, and crude oil. Institutional clients and professional traders can directly manage CFD accounts through the API, covering core functions such as order execution, account inquiries, fund transfers, real-time market data, and risk control parameters, extending strategies into the traditional financial derivatives market within the existing API framework.This upgrade enriches the programmatic trading scenarios. Traders can incorporate factors such as macroeconomic data, Federal Reserve policies, employment and inflation data, oil prices, and stock index fluctuations into their strategy models, and configure them with different account models like ECN, STP, and Pro, obtaining a more comprehensive programmatic trading capability in global markets through a unified API framework.

NVIDIA collaborates with Palantir to bring sovereign artificial intelligence into the supply chain.

Malaysia is leaning towards relying on Huawei Technologies' artificial intelligence chips to power its sovereign AI program. The Southeast Asian country is seriously evaluating the use of Huawei AI hardware as the backbone of a 2 billion ringgit (approximately 494 million USD) initiative aimed at giving the country greater control over national data.Insiders say it is currently unclear how many chips Malaysia will purchase, and these individuals requested anonymity due to unauthorized disclosure. This move faces strong opposition from the administration of U.S. President Donald Trump.

According to Unchained, Andy Ross, head of institutional business at Kalshi, stated that the exchange submitted an application to regulators on Monday to launch perpetual futures contracts for foreign exchange and interest rates. As of Tuesday afternoon, the relevant documents had not yet appeared in the public filings of the U.S. Commodity Futures Trading Commission.Kalshi had previously been approved to launch Bitcoin perpetual futures, later expanding to Ethereum and XRP, and has submitted applications for gold, silver, platinum, copper, and US500 perpetual futures that track large-cap U.S. stock indices. Ross mentioned that gold perpetual futures are close to being launched.Ross stated that Kalshi's perpetual futures operate within a regulated framework, so they will not offer high leverage, with specific leverage limits determined based on the volatility of the underlying assets. He also noted that a study released by Kalshi covered 2.2 million data points, showing that its market prices have a good match with actual outcomes, maintaining a certain level of pricing effectiveness even in markets with lower trading volumes.

OpenAI has purchased tens of thousands of Macs for reinforcement learning training, while Anthropic uses a rental approach for Macs. Both companies have incorporated Apple computers into their AI research and development processes.It is reported that NVIDIA has regarded Apple as the number one competitor in the local AI field, as Macs are gaining increasing attention among the AI developer community. Official data from Apple shows that in the third quarter of fiscal year 2026, Mac revenue grew by 29% year-on-year, making it the fastest-growing product category.

IMF President Georgieva stated at the Jackson Hole annual meeting that stablecoins and tokenization could enhance global financial liquidity, making large cross-border payments cheaper and faster; however, stablecoins could also exacerbate currency substitution, capital flows, and exchange rate volatility, while undermining capital controls and monetary sovereignty. Dollar stablecoins may expand the global network effect of the dollar and marginally reduce U.S. financing costs, but they cannot replace fiscal discipline.This year's Jackson Hole Global Central Bank Annual Meeting has revealed three clear institutional divergences: BIS leans towards "marginalization of stablecoins, centralization of tokenized deposits"; ECB leans towards "central bank currencies on-chain"; while IMF acknowledges the real efficiency of stablecoins in cross-border payments but emphasizes the risks of currency substitution and capital flows in emerging markets. This has more policy implications than simply "supporting or opposing stablecoins."

Famous gold bull and Bitcoin bear Peter Schiff posted that he is skeptical about today's sharp rise in MSTR, which he believes is primarily driven by short covering, and reiterated his "death spiral" argument.Even though Bitcoin's temporary rebound has slightly extended the survival period of Strategy, his long-term bearish stance remains unchanged.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company is a neutral partner for all sovereign AI clients and new AI cloud service providers.