x

The Japanese listed company Remixpoint stated that it has sold all of its altcoin holdings, including approximately 901.45 ETH, 13,920 SOL, 1,191,200 XRP, and 2,802,300 DOGE, with transaction proceeds of about 5.54 million USD, realizing a profit of approximately 743,300 USD.After completing the above transactions, Bitcoin has become the only cryptocurrency asset held by Remixpoint. The company currently holds about 1,506 BTC and plans to configure and develop subsequent business around Bitcoin. As of the end of August, the company previously earned approximately 188,100 USD through ETH and Solana staking.

According to the latest stock derivatives exchange rankings released by RootData, influenced by factors such as macroeconomic uncertainty and interest rate hike expectations, the 24h trading volume of the top five exchanges has decreased.Binance's 24h trading volume is approximately $14.849 billion, a decrease of 11.66%. Hyperliquid's 24h trading volume is approximately $2.272 billion, a decrease of 19.77%. Gate's 24h trading volume is approximately $1.079 billion, a decrease of 3.33%. OKX's 24h trading volume is approximately $2.796 billion, a decrease of 2.40%. Bitget's 24h trading volume is approximately $1.218 billion, a decrease of 23.69%.

According to The Block, Bernstein expects that the Bitcoin mining company IREN will achieve an annual revenue of $17 billion from its AI cloud business by 2030, at which point cloud capacity will expand to approximately 2 gigawatts.Bernstein anticipates that IREN will cease its Bitcoin mining operations by the end of 2026 and notes that the pricing for three-year AI cloud contracts has increased by about 125% since last November.

According to monitoring by Ai Yi, XXAntiWar has transferred all 17.57 million cow tokens to the Binance Alpha wallet, worth approximately 1.45 million USD.In the past half hour, the aforementioned tokens have been transferred. Since the tokens will enter the Proxy aggregation address after being recharged to the Binance Alpha wallet, subsequent on-chain movements are currently not visible, and the specific use is still unclear.

According to Zhitong Finance, Standard Chartered Bank stated that it will expand its institutional-level Bitcoin and Ethereum spot trading business from the UK to the UAE and will launch this business.

Independent application researcher Nima Owji revealed that X Money will soon allow users to connect AI agents to manage funds.

On September 3, the one-stop AGI infrastructure platform B.AI announced that its cumulative user count has surpassed 2.3 million.B.AI describes itself as an intelligent global settlement layer that connects models, agents, and value flow. By optimizing computing power costs and aggregating large models with intelligent routing and scheduling, it provides services including LLM Services, BAIclaw, MCP, and Agent payment, covering model invocation, agent execution, and value settlement.

Term Labs released a technical report on the security incident, confirming that all fixed-rate loan positions in the affected vault have been restored as of August 25. The incident was limited to the liquid balance within the Term vault, and Term V1 and V2 contracts were not compromised, with the direct lending market remaining open.Attack process: From August 17 to 18, the attacker funded an operational wallet through Tornado Cash and submitted a malicious proposal disguised as a governance proposal, setting the governance delay parameter to zero and removing the window for LP blocking changes. On August 23, the attacker executed two batches of attacks, extracting assets from the ETH and USDC strategies and transferring them to the attacker's wallet. Term Labs stated that it has cooperated with law enforcement, the affected vault and strategies have been closed, and the contracts have been upgraded and migrated before expiration.

User Wordgrammer stated that the internet has collapsed due to social and video being 100% sandboxable, with consumer preferences leaning towards usage while intoxicated, in bed, on the toilet, or when 99% of their brain is occupied. They believe that the current AI discussion is similar to the misjudgment in 1995 that "everyone will have a website," as not everyone will create personal software or mobile applications.Wordgrammer indicated that everyone will use agents, but less than 1% will use coding agents, just as everyone has a social homepage but less than 1% have a personal website. Consumer-grade and enterprise agents must have a 0% failure rate foolproof sandbox, where accidental purchases, messaging, or information leaks cannot occur. Better models are insufficient to achieve this and require a rethinking of abstraction.

Taiwan's Financial Supervisory Commission Chairman Peng Jinlong stated that the "Virtual Asset Service Act" was passed on June 30 of this year after three readings. The Financial Supervisory Commission is currently formulating nine subsidiary regulations, covering stablecoin-related specifications, which are expected to be announced and implemented in the first quarter of next year.With the development of technologies such as AI and blockchain, Taiwan and global financial markets are moving towards a parallel track of traditional finance, digital finance, and blockchain finance. The demand for cross-border payments, trade financing, and capital allocation in the semiconductor supply chain is heating up, and stablecoins, blockchain, and financial technology are seen as new infrastructure supporting cross-border capital flows.

CryptoQuant analyst Axel Adler Jr. pointed out that the 30-day average net flow of stablecoins turned positive for the first time on September 1 (+$13.85 million), ending a continuous net outflow of 113 days since May 11. However, this reading subsequently dropped to $11.66 million and $6.85 million over the next two days, a decrease of about 51%, indicating that positive momentum is weakening.Meanwhile, the stablecoin supply ratio has retreated from its peak on August 26, and three oscillation indicators remain above zero, suggesting a recovery in relative purchasing power but still below recent norms. Analysts state that the current signals are better interpreted as the end of the net outflow state rather than confirming sustained inflows. The net flow of stablecoins is no longer clearly negative, and the SSR (stablecoin supply ratio) has retreated from recent highs, but neither indicator has confirmed a continued expansion of liquidity.A comprehensive liquidity reversal requires sustained positive net flows from exchanges and an expansion of those flows, while the SSR oscillation indicators continue to decline into neutral territory. Currently, only the first phase transition from outflow to a more balanced state has been completed, with the main risk being a return to negative net flows.

ByteDance is set to secure a $29.6 billion syndicated loan. Initially, ByteDance planned to raise $20 billion, but due to strong demand from banks, the size was ultimately increased to $29.6 billion. The funds will primarily be used for general corporate purposes. The transaction has not yet been officially signed, and banks are still confirming allocation amounts. Once completed, this loan will become the second-largest dollar-denominated syndicated loan in Asia this year, following SoftBank Group's $40 billion bridge loan in March.ByteDance is accelerating its investment in AI, considering raising its capital expenditures to as much as $70 billion in 2026, which is more than double last year's amount, mainly for the expansion of data centers and other AI infrastructure. The last large-scale overseas loan by ByteDance occurred in 2024, raising approximately $10.8 billion.

Venture capital firm Social Graph VC recently published an article on market entry stating that data center capital expenditures will exceed $1 trillion by 2026, approximately double the spending of the four major hyperscale cloud providers in 2025. Jensen Huang expects it to reach $3 to $4 trillion annually by the end of this decade, potentially hitting $10 trillion by 2031. AI investments account for about 0.9% of global GDP, rising to approximately 1.4% by 2028.The article states that Fable 5 and GPT-5.6 each have training power consumption below 2GW, with costs around $120 billion. Each generation of models can recoup costs on their own, while laboratory losses stem from the next-generation models that are expanding training scales by 10 times. Computing cannot be procured at a single price; H100 rental rates are about $1.95/hour in the market, while hyperscale cloud rates are $8-9/hour, with hourly rates fluctuating by 137% over the year. There is a financing gap of $1.5 trillion within the approximately $3 trillion global data center expenditures expected by 2028.The article also mentions that CME plans to launch cash-settled H100 and B200 monthly lease futures on NYMEX on October 5, 2026, pending regulatory review, with settlement referencing the Silicon Data Index; ICE has also announced GPU futures based on the Ornn Index.

The Korea Electric Power Corporation is negotiating a multi-billion dollar electricity prepayment plan with Samsung Electronics and SK Hynix to raise funds for the power grid needed to build a new semiconductor industry cluster. According to the current plan, Samsung Electronics will prepay 200 trillion won, and SK Hynix will prepay 50 trillion won, totaling 250 trillion won, which is approximately equivalent to the electricity costs for the next five years.In a statement, Korea Electric Power said that the large-scale electricity prepayment system is a mechanism that meets the needs of companies urgently needing to expand the power grid and Korea Electric Power, which requires investment funds. Specific details, including the amount of prepayment and the coverage period, have not yet been finalized.

According to Nikkei News, the rise in Bitcoin prices lacks momentum, as it was bought due to "dollar depreciation trading," but this is only a fleeting moment. Now, the expectation of interest rate hikes in the United States has become a heavy burden for Bitcoin. The market generally expects Bitcoin prices to peak in the fall.A factor to watch is the U.S. midterm elections in November. In years when midterm elections were held, the market tends to decline from September to the end of the year, with a drop of 45% in 2018 and an 18% decline in 2022.

According to Ai Yi's monitoring, the top spot on the Binance contract real smart money 30-day leaderboard has changed hands, with trader Semisemi earning over 10.78 million USD in the past 30 days. Among them, the BTC long position has realized profits of over 8.06 million USD, and the ETH long position has realized profits of over 3.91 million USD, with the main earnings contributed by BTC and ETH trading.Currently, Semisemi still holds BTC and ETH long positions worth 95.59 million USD, with a total unrealized loss of approximately 1.885 million USD.

According to Lookonchain monitoring, PONS's market capitalization has surpassed 500 million dollars. Trader 0xe3bF deposited 54,000 dollars into Aster 6 hours ago, going long on 447,135 PONS (226,000 dollars) with 4x leverage, with an unrealized profit of 8,600 dollars (+15%).

According to the Dune data panel, the trading volume on the Robinhood chain DEX has reached a new high, totaling $1.89 billion in the past 24 hours. In terms of token issuance platforms, Pons continues to hold the top position with an absolute advantage, issuing 24,010 tokens yesterday, while long.xyz issued 2,740 tokens, ranking second.In addition, the Pons platform generated fee revenue of $5.95 million in the past 24 hours, ranking fourth across the network, while Uniswap also benefited from the surge in trading on the Robinhood chain, with protocol revenue increasing to $10.33 million in a single day, ranking second.