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The rebound in the cryptocurrency market has prompted companies to increase their allocation of crypto assets. As the price of Bitcoin rises, Bitcoin mining companies that had actively shifted towards AI businesses have once again become high-beta targets in the BTC market, and the strategy of directly holding Bitcoin on corporate balance sheets has regained market attention. Data shows that Bitcoin rose by about 23% by the end of August, with some mining companies' stock prices increasing by 41% to 67%, outperforming several AI infrastructure companies. The market believes that the U.S. Treasury's expansion of bond repurchases, the White House's positive signals on crypto regulation, and the liquidation of over $1.6 billion in short positions have collectively driven the rise of related assets.In terms of corporate accumulation, Strive purchased 1,800 BTC in the last week of August, costing about $143 million, increasing its total holdings to 23,156 BTC, making it the fifth largest publicly traded company holder of Bitcoin; Strategy simultaneously increased its holdings by 4,603 BTC, with total holdings exceeding 845,000 BTC. Meanwhile, 21 large financial institutions, including Bank of America, Goldman Sachs, and Citigroup, plan to establish a new company and intend to launch a U.S. dollar stablecoin in the first half of 2027, subsequently expanding to other G7 currencies for cross-border payments and digital asset settlements.Regarding Ethereum, Bitmine has continuously increased its ETH holdings for 65 weeks, with the latest holdings exceeding 5.9 million ETH, accounting for 4.9% of Ethereum's circulating supply of about 120.7 million ETH, just one step away from its 5% holding target. Despite the continuous accumulation, the company's current ETH holdings still face an unrealized loss of about $5.1 billion.

According to Reuters, AI data center optical interconnect company iPronics announced the completion of a $125 million Series B financing round, co-led by Maverick Silicon and Light Street Capital, with participation from NVIDIA, Triatomic Capital, Bosch Ventures, Catalight Capital, and the European Innovation Council Fund. The company's total financing has now reached $177 million.iPronics primarily provides rack-mounted optical switching equipment for AI infrastructure, allowing AI clusters to dynamically adjust network connections in real-time for training and inference workloads through a programmable optical layer. The new funds will be used to expand operational scale and accelerate commercial deployment.

According to The Block, multiple cryptocurrency companies are actively lobbying the U.S. Securities and Exchange Commission (SEC) to expedite the ETF review process and allow the submission of confidential draft documents. Among them, Grayscale has explicitly requested that SEC staff commit to a response within 45 days.However, Jane Street and Charles Schwab have expressed reservations about this, voicing concerns over the rushed push for listings and the submission mechanism for confidential documents.

Hardware wallet manufacturer Trezor updated the progress of the data breach incident involving its logistics partner ShipMonk, stating that the previously disclosed scale of the breach was underestimated. Additionally, information of approximately 67,000 U.S. users who placed orders between November 2019 and August 2021 was fully exposed, including names, email addresses, phone numbers, shipping addresses, and order numbers.Trezor stated that it had previously confirmed multiple times with ShipMonk that the relevant data had been deleted according to the contract and data policy and had received written assurances, but the data was not actually deleted from the other party's system. Trezor claimed that its own system was not affected, and the hardware wallets remain secure, but affected users may face a higher risk of targeted phishing attacks. All affected users have been individually notified via email.This incident was first disclosed on August 13, affecting approximately 13,700 users. Trezor stated that it is accelerating the launch of an anonymous shipping service to reduce the risk of information exposure when users place orders.

Multiple companies listed in the潮玩 IP derivatives sector have disclosed their performance for the first half of 2026. Pop Mart reported a revenue of 17.173 billion yuan in the first half of the year, a year-on-year increase of 23.8%, with a net profit attributable to the parent company of 5.038 billion yuan, a year-on-year increase of 10.1%. Domestic revenue grew by 47.3%, while overseas revenue decreased by 11.1% to 4.972 billion yuan. Pop Mart's Chairman and CEO Wang Ning referred to 2026 as the "Year of Adjustment," stating that revenue growth is not the primary goal, but rather focusing on corporate governance and operational health.Aofei Entertainment reported a revenue of 1.332 billion yuan in the first half of the year, a year-on-year increase of 11.13%, with a net profit attributable to the parent company of 174 million yuan, a year-on-year increase of 370.70%. Its subsidiary, Wandian Infinite, incurred a loss of 19.5413 million yuan in the first half of the year. Yuanlong Yatu reported a revenue of 1.164 billion yuan, a year-on-year decrease of 16.35%, with a net loss attributable to the parent company of 3.6779 million yuan. The revenue from its IP cultural and creative business was 46.418 million yuan, a year-on-year increase of 134.48%. Shifeng Culture reported a revenue of 212 million yuan, a year-on-year increase of 11.83%, with a net profit attributable to the parent company of 3.0852 million yuan, a year-on-year decrease of 26.09%. The revenue from trendy toys was 25.9369 million yuan, a year-on-year increase of 222.85%.

The Bank of Korea stated that thanks to Samsung Electronics and SK Hynix actively expanding domestic production facilities, South Korea's leading advantage in memory chip capacity is expected to further expand.The Bank of Korea expects that new chip factories to be put into production by 2028 will increase South Korea's monthly wafer capacity by approximately 600,000 wafers.

AMC Theatres CEO Adam Aron criticized the AMC stock token launched by Robinhood on the X platform on Thursday, stating that AMC has no association with this product and does not endorse it. Aron indicated that Robinhood is clearly pushing a plan involving the "tokenization of real-world assets related to AMC (including stock tokens)" and called this practice "despicable" and "outrageous." AMC will request an investigation into this matter by external securities legal counsel.Robinhood's stock tokens are derivatives that provide holders with economic exposure to U.S. stocks but do not confer ownership of the underlying stocks. Other tokenization models include custodians holding traditional stocks and issuing tokens as endorsements, as well as issuers authorizing the direct on-chain registration of stocks. This conflict comes at a time when tokenized stocks are attracting the attention of crypto exchanges, brokerages, and Wall Street institutions, as blockchain tracks enable round-the-clock trading, faster settlements, and broader distribution.Robinhood has made tokenization a core part of its crypto expansion, launching tokens last year that track hundreds of U.S. stocks and ETFs, and is building its own blockchain to support tokenized assets. Previously, OpenAI also publicly denied the tokens related to it launched by Robinhood, stating that they do not represent OpenAI equity and that it has not collaborated with or endorsed Robinhood. AMC's opposition brings this controversy to the level of publicly traded companies.

The prediction market data startup Oddpool announced its entry into Kalshi. Oddpool stated that Ritesh and he graduated from Y Combinator this spring and completed a $3 million seed round financing. Since then, they have been building the tools needed for institutional adoption of prediction markets, treating such markets as a real asset class.Oddpool claims that the choice to enter the prediction market is due to its ability to aggregate information by matching buyers and sellers and determining prices through public bidding. Traditional derivatives markets have achieved price discovery on key economic inputs such as commodities, energy, and interest rates, while prediction markets further cover a broader range including politics, sports, climate, and culture. The company has been building a data layer to help institutions, economists, policymakers, and business owners interpret data and assist in decision-making. Both parties believe that joining Kalshi will allow them to build from within the ecosystem.

The Ministry of Economic Affairs of Taiwan has confirmed that Taiwanese companies will invest an additional 20 billion USD in the United States. Minister of Economic Affairs Wang Mei-hua stated that in response to order demands, in addition to the main production bases in Taiwan, capacity will also be increased in the United States, primarily focusing on semiconductor manufacturers, supply chains, and AI server manufacturers.U.S. Secretary of Commerce Gina Raimondo previously stated that Taiwan would announce investments of 20 to 30 billion USD in the U.S. next week. The Ministry of Economic Affairs responded that this investment is the 20 billion USD announced by Wang Mei-hua during the opening of the SEMICON TAIWAN 2026 U.S. Pavilion on the 2nd. Wang Mei-hua pointed out that global orders for AI and semiconductors are booming, and the global president of SEMI has raised the forecast for global semiconductor revenue in 2030 from 1 trillion USD to 2 trillion USD.The Ministry of Economic Affairs' review shows that as of May this year, 20 semiconductor and AI server-related companies have announced investments of 35 billion USD in the United States, with an additional 20 billion USD added in the following months. Future cooperation will also extend to industries such as biotechnology and natural gas.

According to Electronic News on September 3, Micron plans to double its high bandwidth memory (HBM) production capacity compared to last year, with a maximum addition of 60,000 wafers per month by the end of this year. Insiders say that Micron's HBM output was about 40,000 to 50,000 wafers per month last year, and it is expected to reach about 100,000 wafers per month by the end of the year, narrowing the gap with Samsung Electronics and SK Hynix.Micron is increasing procurement orders from multiple HBM equipment suppliers, with production bases mainly in Taiwan and Singapore, continuously introducing equipment. Currently, the output is mainly HBM3E 12-layer, with HBM4 12-layer accounting for about 20% to 30% at the beginning of this year, which may rise to as high as 50% by the end of the year. HBM4 12-layer will be used in NVIDIA's latest AI accelerator, Vera Rubin, and Micron has started mass production of this product since the second quarter of this year.Micron CEO Mehrotra stated in the Q3 earnings call for fiscal year 2026 in June this year that the ramp-up speed of HBM4 12-layer mass production is about twice that of HBM3E 12-layer, and cumulative revenue from HBM4 shipments has exceeded $1 billion. The industry believes that Samsung and SK Hynix each have HBM production capacities of about 150,000 to 200,000 wafers per month. Counterpoint data shows that in Q2 of this year, the global HBM market shares were SK Hynix 50%, Samsung 32%, and Micron 18%. Micron is also preparing related investments in Hiroshima, Japan.

Strive CEO Matt Cole stated that after increasing its holdings by 3,156 BTC in August, the company could potentially become the world's second-largest publicly traded Bitcoin holder by the end of 2026, second only to Strategy. However, he emphasized that this is not its baseline expectation and requires multiple factors to align.Cole pointed out that Strive currently has over $700 million in unexercised warrants, which will expire in mid-October. If the company's stock price exceeds the $27 exercise price, the conversion of the warrants could bring Strive hundreds of millions of dollars in funding for further Bitcoin purchases. He mentioned that if combined with approximately $700 million in digital credit capacity, the potential funds available for buying BTC could reach $1.4 billion.Strive significantly accelerated its buying pace in August, purchasing 3,156 BTC in a single month, compared to only 136 BTC in July. The company currently holds a total of 23,156 BTC, valued at nearly $1.9 billion, and has become the fifth-largest publicly traded Bitcoin treasury company in the world, surpassing the crypto exchange Bullish last week. The current second-largest publicly traded Bitcoin holder is Twenty One Capital, which holds 43,514 BTC, about twice that of Strive. With 17 weeks remaining until the end of the year, if Twenty One does not increase its holdings, Strive would need to purchase approximately 1,200 BTC per week on average to surpass it. The article noted that Twenty One has not added any BTC since July 2025, so this goal is theoretically possible.

According to market news, the UK-listed company B HODL has repurchased 1 Bitcoin, currently holding 167.487 Bitcoins, ranking 93rd in the Bitcoin 100.

WEEX Exchange announced that the WEEX Hackathon Season 2 "AI Wars II: The Algorithm Era" is officially launched. AI developers, quantitative traders, teams, and individuals can join Team AI or Team Human to engage in a continuous five-round trading competition in a real market environment, competing for rankings and rewards based on PnL% performance. The total prize pool for the event is 600,000 USDT, with multi-layered incentives designed around different participation methods.From September 3 to 6 is the pre-registration phase, where the first 20,000 registrants can share a 100,000 USDT early bird prize pool. Early registrants can complete event tasks in advance to accumulate activity points for the subsequent competition.

According to Bloomberg, the artificial intelligence company Humain is planning to raise its first $2.5 billion in funding to establish a fund focused on investing in data centers. Sources revealed that the fund will provide financing support for the 250 megawatt data center capacity being constructed in collaboration with Al Moammar Information Systems, with the overall scale potentially expanding to 1 gigawatt in the future.It is reported that Humain, supported by the Saudi sovereign wealth fund Public Investment Fund (PIF), is promoting the development of local AI computing power and data center infrastructure to meet the growing demand for AI computing.

According to Securityweek, artificial intelligence security company HiddenLayer has completed a $100 million Series B funding round, led by Delta-v Capital, with participation from Booz Allen Ventures, Microsoft's M12, Morgan Stanley, and Ten Eleven Ventures. To date, the company has raised a total of over $155 million.HiddenLayer focuses on protecting the entire lifecycle security of generative AI, predictive AI, and AI Agents. Its enterprise platform includes features such as AI asset discovery, AI supply chain security, attack simulation, and runtime protection. The new funding will primarily be used to expand the runtime security capabilities of AI Agents, particularly targeting AI programming Agents.

According to Techcrunch, cybersecurity giant Palo Alto Networks announced the acquisition of AI Agent startup Console for $500 million in cash and stock. Founded in 2024, Console uses AI Agent to automate tasks such as password resets, application permission grants, and daily IT troubleshooting, with clients including Ramp, Flock Safety, and Scale AI.Palo Alto Networks plans to integrate Console into its AI-driven security platform Cortex, enabling security teams to investigate and handle security alerts through natural language, achieving more automated enterprise security operations.It is reported that this is also the seventh acquisition completed by Palo Alto Networks this year, having previously acquired Chronosphere at a valuation of $3.35 billion and the cybersecurity startup Koi for $400 million.

The Japanese yen has recently strengthened significantly against the US dollar, with the USDJPY exchange rate falling 1.4% to 156.4, continuing a 0.9% decline from Wednesday. The US Dollar Index (DXY) subsequently dropped 0.4% to 99.22, testing its 200-day moving average around 99.1. Against this backdrop, Bitcoin and gold have risen in tandem, contrasting with the traditional understanding that "a stronger yen usually triggers risk-off selling."Analysis indicates that the strength of the yen is beneficial for Bitcoin primarily because it has lowered the US Dollar Index, and a weaker dollar typically supports dollar-denominated assets and eases global financial conditions. However, if the yen's appreciation accelerates, this dynamic may quickly reverse. Over the past decade, traders have borrowed large amounts of cheap yen to make bullish bets on stocks, bonds, and even cryptocurrencies; a disorderly appreciation of the yen could trigger the unwinding of these positions, leading to risk aversion.The rapid appreciation of the yen has previously put pressure on Bitcoin, most notably during the yen carry trade unwinding in August 2024, when Bitcoin fell about 20% within a few days. Currently, traders are increasing their bets that the Bank of Japan will raise interest rates from 1% to 1.25% at the meeting on September 18, and it has been reported that US and Japanese authorities have previously intervened to support the yen, suggesting that there is little resistance to further strengthening of the yen.

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.

According to Cointelegraph, the Australian Securities and Investments Commission (ASIC) stated that cryptocurrency companies relying on temporary regulatory exemptions must apply for an Australian financial services license or apply to amend their existing licenses by September 30.Starting from October 1, businesses that do not meet the conditions for ASIC's non-action stance and still require authorization may violate the Financial Services Act and face civil or criminal penalties, with fines of up to 10% of annual turnover. ASIC noted that since updating the relevant guidelines in October 2025, it has received over 45 applications for licenses related to digital assets.