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According to ChainCatcher, data from The Block shows that the cumulative market value of digital asset reserve companies (DATs) has increased by 10% since mid-August, currently reaching about $340 billion, but still far below the approximately $490 billion when Bitcoin hit its historical high of about $126,000 in October to November last year. These companies buy and hold cryptocurrencies, raising funds at a premium and using this as leverage to increase their token holdings, with investors betting on their ability to amplify the returns of the underlying assets.

According to Cointelegraph, the global bond bear market continues to ferment, with Japan's 10-year government bond yield rising to 3% on Tuesday, the first time since 1996; the 30-year government bond yield also broke through the historical high of 4.18%. The U.S. 10-year government bond yield simultaneously rose to a multi-year high of 4.78%, and global long-term sovereign bond yields are at their highest level since the 2008 financial crisis.In this context, Bitcoin remains in a sideways consolidation, maintaining around $78,000, slightly retreating from an earlier high of nearly $79,000. There is a dense resistance area between the current spot price and $86,000, which limits Bitcoin's upward momentum. Market sentiment remains cautiously optimistic in the short term, with the $76,000 to $82,000 range seen as a key battleground in the coming weeks.This round of selling occurred after U.S. Treasury Secretary Yellen announced an increase in the upper limit of government bond repurchase transactions to $4 billion starting in September, with some commentators likening it to a form of yield curve control. Arthur Hayes has long argued that the Federal Reserve will eventually activate the FIMA repo facility, a mechanism that will create new dollar liquidity, which is also why he recommends allocating Bitcoin, gold, and cryptocurrencies; Yellen hinted at the future use of this tool as early as August.

According to CoinDesk, 21 international financial institutions have announced plans to establish a new company in the second half of 2026 to promote the issuance of stablecoins, with the specific name to be announced later. The company will initially focus on USD-denominated stablecoins and plans to expand to more G7 currencies in the future, with a priority on euro stablecoins.Participating institutions include Bank of America, Citigroup, Morgan Stanley, Goldman Sachs, Deutsche Bank, UBS, Wells Fargo, BBVA, Santander Bank, MUFG Bank, and others. The stablecoin initiative aims to serve wholesale, institutional, and retail markets, applying to scenarios such as cross-border payments and digital asset settlements.The group stated that the stablecoin solution will combine bank-level compliance, governance, and institutional risk management capabilities, and plans to comply with relevant regulatory requirements such as the U.S. GENIUS Act and the EU MiCA. The project aims to officially launch stablecoin products in the first half of 2027.

According to CoinDesk, U.S. Treasury Secretary Yellen has reportedly urged Japan to raise interest rates to curb the continuous depreciation of the yen, highlighting how traditional monetary policy is susceptible to government and external factors.In contrast, Bitcoin's monetary policy is pre-set by code, with new coin issuance following a fixed rhythm and halving approximately every four years, providing higher predictability. However, Bitcoin still struggles to escape the impacts of traditional financial markets in the short term.If Japan's interest rate hike leads to a rapid appreciation of the yen, long-accumulated low-interest yen financing trades may be closed out, potentially triggering sell-offs in stocks, bonds, and crypto assets. In August 2024, the Bank of Japan's interest rate hike strengthened the yen and put pressure on risk assets, including Bitcoin.From a technical perspective, the BTC 50-day moving average is currently trending upward and is close to crossing above the 200-day moving average, which may form a "golden cross." However, analysts believe that moving averages have a lagging nature, and the historical predictive effectiveness of the golden cross as an independent indicator is not stable.

Bitfinex Securities is a tokenized investment platform under the cryptocurrency exchange Bitfinex, which has launched 5 types of tokenized notes, providing economic exposure to Bitcoin reserve companies such as Strategy, Metaplanet, H100 Group, and Capital B for eligible investors. The platform has also launched the Strategy floating rate perpetual preferred stock STRC.The aforementioned notes are issued through the Luxembourg ORO (II) Fund, managed by SICOS Securities, with the underlying securities held in custody by regulated financial institutions, but do not grant investors direct ownership of shares in the corresponding companies. Products can be invested in fractions starting from about $1 and support trading in USD, USDT, and Bitcoin, available only to eligible non-U.S. investors. Bitfinex Securities stated that this is the first time related products have been traded in the secondary market on a regulated tokenized securities exchange. After completing a $50 million tokenized financing for the metal company Alkemya in August this year, the platform has listed assets exceeding $500 million.

According to security company Huntress, hackers are spreading theft malware to cryptocurrency users by forging Google Docs files, hosting malicious files on GitHub, and impersonating Claude.ai pages. Attackers disguise themselves as senior employees of CoinDesk on the social platform X, luring victims to open Google Docs documents containing malicious code under the pretext of inviting them to an online meeting, thereby guiding users to install the malicious program themselves.Mac users face the threat of Atomic macOS Stealer (AMOS), which can steal browser passwords, cryptocurrency wallet data, and Telegram files; Windows users are pushed fake Google API Connector updates, which, once installed, implant NetSupport RAT and a counterfeit Ledger hardware wallet application. Additionally, hackers are placing false advertisements on search engines like Bing, enticing users to visit counterfeit Claude.ai pages and execute malicious commands. The related malware MacSync and SectopRAT can steal cookies, saved passwords, recovery phrases, and payment card information.Security company Socket also discovered 16 malicious extensions targeting Chrome and Edge, capable of emptying EVM, Solana, and Tron wallet assets.

The parent company of Kraken, Payward, announced a partnership with the London Stock Exchange (LSE) to tokenize the stocks of the 100 largest companies listed on the LSE into xStocks, which are backed 1:1. The first London-listed xStocks are expected to be launched on Kraken and other platforms supporting the xStocks Alliance in the coming weeks, available to investors in over 110 countries, but not yet open to UK investors.Subject to regulatory approval, the LSE plans to list and support xStocks trading on its newly launched extended trading hours, LSE 24. LSE CEO Julia Hoggett stated that by collaborating with Payward and continuously working with the market infrastructure ecosystem, they are exploring how issuers and investors can benefit from new access methods while maintaining the standards that underpin the public market. In addition to tokenizing existing stocks, both parties will also explore the issuance of native equity tokens through LSE infrastructure, which have the same rights as traditional stocks and are fully interchangeable.Payward's tokenized stock framework was launched in June 2025 and acquired by Payward in December, having processed over $40 billion in total trading volume, covering more than 200,000 holders, with nearly $20 billion settled on-chain. According to RWA.xyz data, there are currently approximately $2.53 billion in existing tokenized stocks, with xStocks tokenizing about $606.6 million, making it the second-largest issuer after Ondo.

The London Stock Exchange (LSEG) and Payward, the parent company of the cryptocurrency exchange Kraken, announced a partnership to bring stocks of the largest listed companies in the UK onto the blockchain. In the coming weeks, the stocks of the top 100 companies listed on the LSE will be available on Payward's xStocks tokenized stock framework. These xStocks are tokens that correspond one-to-one with the underlying stocks, allowing for 24/7 trading on centralized exchanges, self-custody wallets, and on-chain applications.This initiative continues the rapidly expanding framework of Payward. Over the past year, the cumulative trading volume of xStocks has exceeded $40 billion, with nearly $20 billion settled on-chain, and more than 200,000 product holders. Through the blockchain channel, UK-listed stocks will be able to reach investor groups in over 110 countries, although xStocks are currently not available to domestic UK investors.Subject to regulatory approval, the LSE plans to list and support xStocks trading on its newly launched 24-hour trading platform, LSE 24, and will gradually cover tokenized stocks and more asset classes in the US, EU, UK, and Hong Kong. Both parties also stated that they will explore stock tokens issued natively by the LSE, allowing LSE members to issue and service stocks directly on-chain, with the same full interchangeability and rights as traditional stocks. Payward Co-CEO Arjun Sethi stated that for years, people have assumed that crypto and traditional finance must collide and one side would lose, but that has never been the real story;

According to The Wall Street Journal, the U.S. Securities and Exchange Commission (SEC) has intensified its scrutiny of companies behind so-called Special Purpose Vehicles (SPVs). According to informed sources, SEC examiners have been requesting registered investment advisors to provide evidence that their SPVs actually own or hold shares in the private companies they claim.Some insiders have indicated that, ahead of the highly anticipated initial public offerings of SpaceX and Anthropic's planned listing, such funds have ramped up their marketing efforts, while complaints from investors have also increased, prompting regulators to decide to strengthen their scrutiny. According to one of the insiders, the SEC's current reviews typically include document requests, and some reviews also involve on-site interviews. The review process can last anywhere from several weeks to a year.

According to TechCrunch, the venture capital firm Andreessen Horowitz (a16z) has expanded the size of its fifth growth fund from $6.75 billion established in January this year to $8.5 billion, adding $1.75 billion in new funds. The fund primarily invests in growth-stage startups that are expanding products, exploring new markets, and scaling businesses.This fundraising comes just days after a16z announced the completion of its $1.1 billion Machine Era Fund. This fund mainly focuses on the AI hardware sector, with investment areas including infrastructure startups in chips, storage, networking, and data storage. David George, head of a16z's growth investment team, stated that the relevant growth fund has invested in over 100 companies in the past seven years. As AI companies enter the growth stage more rapidly, their financing needs and valuations are also rising. a16z is currently focusing on areas such as enterprise and consumer AI, defense technology, robotics, software and hardware infrastructure, and medical technology.

Bitcoin holding company Strategy (formerly MicroStrategy) has written to MSCI opposing its proposal to exclude "non-operating companies" from the global investable market index, stating that the proposal is "misleading and flawed." Strategy founder Michael Saylor and CEO Phong Le expressed in the letter that MSCI's proposal discriminates against digital asset companies and questioned its fairness and reliability as an index provider.Earlier this month, MSCI announced that it is consulting on the definition of "non-operating companies" and plans to exclude such companies from its global investable market index. Strategy pointed out that this is the second time MSCI has proposed a similar plan, as a previous proposal for 2025 was withdrawn. Strategy emphasized that it is an operating company, employing approximately 1,500 people globally, and reports its Bitcoin business as an operating segment, with Bitcoin gains and losses reported as operating expenses.Strategy is currently the largest corporate holder of Bitcoin, holding 845,050 Bitcoins, valued at approximately $6.58 billion at current prices. MSTR closed up 4% on Monday, but has fallen 15% year-to-date.

According to Bloomberg, the decentralized perpetual contract trading platform Hyperliquid is in advanced negotiations with Kraken's parent company Payward, planning to offer some crypto perpetual contract products to U.S. traders through its U.S.-regulated digital asset exchange and clearinghouse Bitnomial. Representatives from Payward and Hyperliquid Labs declined to comment.If the deal is reached, it will mark Hyperliquid's first entry into the U.S. market, headquartered in Singapore. The platform has a daily trading volume exceeding $4 billion, but it cannot be opened to U.S. users due to its design without a centralized operator. Providing access through Bitnomial's regulated infrastructure can meet regulatory requirements for operators and regulatory frameworks. Any agreement still requires regulatory approval, and Payward has submitted a proposal outlining the basic structure to the U.S. Commodity Futures Trading Commission.This negotiation comes as Trump stated earlier this month that his administration is working to bring the platform to the U.S., and CFTC Chairman Michael Selig is also seeking to pave the way for Hyperliquid. Meanwhile, the SEC and CFTC are pushing to bring offshore perpetual contract trading back to U.S. platforms.

Coinbase and Webull announced the expansion of their cryptocurrency trading and custody collaboration into the Canadian market. The Webull Canada platform will be based on Coinbase's Crypto-as-a-Service infrastructure, utilizing its institutional-grade custody and trading services to provide Canadian investors with access to digital asset trading. This expansion continues the previous operational model established by both parties in the United States, Brazil, and Australia.According to an investigation by the Ontario Securities Commission (OSC), the cryptocurrency ownership rate in Canada has risen from 10% in 2023 to 25%. Coinbase Canada has registered as a Restricted Dealer in various provinces and territories to provide compliance support for this business launch. Following the announcement, the stock prices of both companies slightly declined in early trading, with Webull dropping approximately 1.3%.

According to Businesswire, the cryptocurrency asset investment fund C1 Fund announced its performance for the second quarter of 2026, revealing that as of the second quarter of this year, its portfolio has expanded to 11 cryptocurrency companies, covering areas such as cryptocurrency payments, custody, compliance, staking, exchanges, infrastructure development, and prediction markets. Its two major investment exposures are Ripple (accounting for 17.5% of net assets) and Kraken's parent company Payward (16.9%), and it has also made a new investment in the prediction market platform Polymarket, although the specific investment amount has not been disclosed.C1 Fund also stated that as of July 31, it has repurchased and canceled 249,300 shares of the company's stock, with a total cost of approximately $824,000, and it is currently authorized to repurchase up to $3 million in stock.

The social-first on-chain trading platform fomo announced the acquisition of proprietary software and intellectual property developed by the on-chain data aggregation and infrastructure company Mobula. Some members of the Mobula team will join fomo to help build its own data capabilities. At the time of the acquisition, fomo's user count had doubled since early July to over 1.9 million, with more than 30,000 new users added daily. In August, active users exceeded 1.2 million, and the iOS App Store's finance category reached a peak of 3rd place.fomo's trading volume increased from $500 million in June to $1.5 billion in July, and it is on track to exceed $2.8 billion in monthly trading volume and approximately $17 million in monthly revenue in August. Co-founder and CEO Paul Erlanger stated that acquiring these assets gives the company greater control over its infrastructure as it expands. Mobula was founded by Sacha Marcus, who will join the fomo engineering team along with CTO Sacha Delhoux and infrastructure head Cyril Conan.fomo was established in 2025 and is headquartered in New York, supported by Index Ventures, Union Square Ventures, and Benchmark. The platform simplifies on-chain trading through a single account, with fomo Web accounting for about 25% of the total, and has launched social trading features such as Clans.

According to Cointelegraph, the Financial Services Agency (FSA) of Japan proposed in its 2026 tax reform request to exempt trust-based stablecoins from mandatory tax reporting obligations starting from the fiscal year 2027. The agency suggested that trust-based stablecoins do not need to submit beneficiary trust reports and calculation statements that include the names and income of beneficiaries.The reason given by the FSA is that trust-based stablecoins circulate among a large number of users, with frequent and numerous transactions, and holding these assets does not generate income. If the proposal receives legislative approval, the relevant tax exemption measures will take effect from April 1, 2027.This move is part of Japan's efforts to incorporate cryptocurrency assets into the regulatory framework for traditional financial assets. In July of this year, the Japanese Diet passed an amendment that classifies cryptocurrency assets as financial assets under the Financial Instruments and Exchange Act, a direction first signaled by Finance Minister Shunichi Suzuki in January.

According to SoSoValue data, as of 8:00 AM Eastern Time on August 31, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) in the past week was $513 million, an increase of 529.6% compared to last week.Strategy (formerly MicroStrategy) purchased 4,603 Bitcoins last week at a price of $80,318, spending approximately $370 million, bringing its total holdings to 845,050 Bitcoins, marking its first purchase in nine weeks. The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking seven consecutive weeks without purchases.In addition, another company announced the purchase of Bitcoin last week. Asset management company Strive announced on August 31 that it spent approximately $143 million last week to purchase 1,800 Bitcoins at a price of $79,431, bringing its total holdings to approximately 23,156 Bitcoins. The French Bitcoin treasury company Capital B announced that it has raised €21 million (approximately $24.5 million) from investors and institutions, including Adam Back, for the purpose of purchasing Bitcoin.As of the time of publication, the total amount of Bitcoin held by the listed companies included in the statistics (excluding mining companies) is 1,147,229 Bitcoins, an increase of 0.6% compared to last week, with a current market value of approximately $89.6 billion, accounting for 5.7% of Bitcoin's circulating market value.

According to NADA NEWS, JPMorgan Chase is expanding its professional team responsible for cryptocurrency assets and blockchain business within its retail banking division Chase, which serves individuals and small to medium-sized enterprises. Previously, the bank's blockchain-related services were mainly aimed at corporate and institutional investors, and this expansion indicates that it is building a framework for the application of digital assets in the personal finance sector.According to the recruitment information, the new team will be responsible for formulating digital asset strategies, collaborating with cryptocurrency companies, and implementing new product development. In addition to independent research and development, commercialization methods will also include external cooperation or acquisitions.