News linked to both this project and an event.
According to Cryptopolitan, the on-chain market size of tokenized real-world assets (RWA) has surpassed $38.6 billion, with over 4.24 million holding addresses. Among these, US Treasuries account for the largest share at over $15.9 billion; commodities $4.9 billion, active strategies $3.6 billion, asset-backed credit $2.56 billion, and tokenized stocks $2.52 billion. In terms of on-chain distribution, Ethereum leads with $17.3 billion, followed by BNB Chain at $5.6 billion, while Solana ranks third with $4.3 billion.
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
According to Chaoxiang Research, Morgan Stanley's September 7 report states that the release of GPT-6 Astra is strengthening the AI infrastructure investment narrative. Large models trained on 1 million GPUs and expanded to encompass broad capabilities such as reasoning, engineering, and physical world tasks will expand the AI addressable revenue pool. Morgan Stanley believes that the current risk of underestimating AI investments now outweighs the risk of overestimating them. After investors significantly reduced their AI positions, the market pullback provides a window to reposition.
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
On Friday, September 4, 2026, US August nonfarm payrolls, unemployment rate, and wage data will be released. On the same day, multiple Federal Reserve officials and the Bank of England Governor will speak, while eurozone retail sales data will also be published concurrently.
According to Chaoxiang Research, a Goldman Sachs report dated September 1 notes that the Communacopia Tech Conference will be held in San Francisco from September 8 to 11, with 32 global technology companies attending. Ahead of the event, Goldman Sachs released a preview of five major debate themes on semiconductors, with core tensions focusing on the sustainability and constraints of AI infrastructure investment. Goldman Sachs anticipates that the overall tone of participating companies will lean optimistic, highlighting robust spending from hyperscalers and incremental demand for agentic AI.
According to CNBC, the Democratic Senate primary in Massachusetts will take place next Tuesday, with artificial intelligence emerging as a central focus. The race between incumbent Senator Ed Markey, 80, and Representative Seth Moulton, 47, continues to heat up. Moulton seized on Markey's gaffe during a debate where he admitted to not knowing whether he uses AI himself, turning it into a campaign ad that cited the incident as exactly "why we need a new generation of leaders." Public First Action, an organization supported by Anthropic, donated $500,000 to the Markey-supporting PAC "Commonwealth Together," citing Markey's "clear support for AI regulation" and his leadership in driving a 99-to-1 vote to remove a statewide AI regulatory ban provision from a budget reconciliation bill. Anthropic has previously donated $20 million to the organization. Both candidates advocate for stronger AI regulation: Moulton calls for federal AI legislation, while Markey has introduced an "AI Accountability Agenda." Markey also boasts endorsements from prominent progressive figures such as Sanders, Warren, and Ocasio-Cortez. Latest polls show Markey leading Moulton by 35 percentage points, 63% to 28%.
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Odaily News, "White-Haired Stock Guru" Serenity stated on the X platform that following a series of Fact Sheets released by the U.S. government recently, the country's future priority industries and strategic directions can now be seen more clearly.Serenity pointed out that this week, the U.S. government released policy documents related to the "Golden Age of Space Transportation," with the space industry becoming a key area of focus. She believes that relevant policy goals will drive the development of the launch industry and may benefit space supply chain companies, including rocket manufacturers and other enterprises.The U.S. government has proposed a target of achieving 1,000 launch and reentry missions per year by 2030, with rocket companies such as Rocket Lab (RKLB) expected to be beneficiaries. In addition, Serenity stated that other policy areas of U.S. focus this month include: tariffs on drone components; cooperation on U.S. mining and critical mineral resources; adjustments to polysilicon supply chain tariffs; and other strategic industrial policies. By continuously monitoring U.S. government policy documents, it is possible to more directly assess the industry sectors that capital markets will focus on in the future, helping investors identify potential industrial opportunities.
Odaily News – Luke Dashjr, co-founder, chairman, and CTO of Jack Dorsey-backed Bitcoin mining pool Ocean, has announced he is temporarily stepping away from these roles to focus on Bitcoin and open-source project development. Ocean's communications lead, Bitcoin Mechanic, has also announced a temporary departure. Both have stated this is a temporary leave of absence rather than a permanent resignation.The BIP-110 minority chain has mined only two blocks since splitting at block height 961,632, and has since stalled due to inheriting Bitcoin's 127,480,000 difficulty and a relatively low share of SHA-256d hashrate. Bitcoin Knots developers are preparing a hard fork that plans to reset the proof-of-work, adjust the block header, and add replay protection.Developers plan to select the new PoW algorithm from BLAKE2b-256, SHA3x, BLAKE2s, Scrypt, BLAKE3x2, and Eaglesong, using a commit-reveal mechanism, with the algorithm to be determined by the next block produced after 14:00 UTC the following day. Dashjr, Kyle, and Chris Guida are respectively responsible for the block header and PoW, replay protection, and RDTS adaptation. BIP-110 shares transaction history with Bitcoin, and developers believe changes such as transaction signatures are needed to prevent Bitcoin transactions from becoming valid on the minority chain. The Bitcoin community has criticized the fork for producing only two blocks so far, arguing that nodes can execute custom rules but cannot compel users, miners, exchanges, and businesses to switch to the chain. (Bitcoin News)
Odaily News, On the first trading day of this month, U.S. stock index futures opened higher as market attention shifted to this week's densely packed earnings releases. Additionally, the drop in oil prices on Monday also boosted market sentiment.Matt Orton, Chief Market Strategist at Raymond James Financial, said: "Earnings reports will remain the primary focus of the market, with about 15% of S&P 500 index components, by market value, set to release results soon." He noted that the energy, healthcare, utilities, and industrial sectors are worth watching, as these sectors have "benefited from the recent market rotation." He added that "the earnings reports from these sectors will help determine whether this relative strength is fundamentally sustainable."
After market close on July 29, US Eastern Time, Microsoft (MSFT) and Meta (META) will release their Q2 2026 earnings reports simultaneously. The core market suspense is consistent: When will the massive AI capital expenditures yield returns? Bybit Academy brings you a preview of this earnings season feast: (1) Microsoft: Focus on whether Azure Cloud growth can offset continuously rising AI infrastructure investment, implied volatility 6.5%; (2) Meta: Capital expenditure guidance is the biggest highlight, whether the gap between AI investment and ad monetization can narrow, implied volatility 7.3%. Volatility for both may amplify today; the earnings trading window is open. Bybit US Stock Earnings Season Event Reminder: Currently in a limited-time trading task window period (7/21–7/30), trading META stock contracts earns extra points, independent from TSLA, GOOGL, AAPL, and AMZN tasks, and can be completed separately. Meanwhile, you can bet on the next-day Top Gainer among 10 popular US stocks including META in the "Top Gainer" daily prediction; those who bet correctly will proportionally share the points pool of those who bet incorrectly. This US stock earnings season lasts until August 30, with a million prize pool waiting to be unlocked, plus a Tesla Cybertruck grand prize.
Paradis Labs stated on platform X that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose on the day, with SIVE, AEHR, and IQE gaining over 20%, and SNDK, MU, and AAOI rising over 10%.Paradis Labs noted that regardless of today's returns, gaining more clarity over the coming weeks will be more important: On July 22, GOOGL will release its Q2 earnings, which will serve as the first formal indicator of annual capital expenditure for approximately $750 billion in hyperscale cloud providers; On July 22-23, AMD will hold the Advancing AI event, where wafer foundry loading, advanced packaging, and laser-type demand roadmaps through 2027 can be observed; On July 23, INTC will report Q2 earnings, with 18A yield and foundry commitments potentially being major variables, while also providing insights into U.S. domestic manufacturing and packaging momentum; On July 23, IBM will report Q2 earnings, and with its market cap already down ~25%, the market's reaction to any guidance shortfall is worth watching; On July 24, 10% global tariffs expire, and new tariffs are expected to be imposed on dozens of countries, which could act as a stagflationary factor and influence the Fed's rate hike narrative; On July 27, Kimi K3's complete weights will be released; On July 28-29, the FOMC meeting will convene, with experts and Polymarket expecting rates to remain unchanged. It is noteworthy that a rate hike or a signal of a rate hike would represent the first true institutional shift for the AI trade; On July 29-30, META, MSFT, and AMZN will report earnings, providing more capital expenditure data; On July 30, the U.S. will release June core PCE.Paradis Labs also indicated that a ceasefire between the U.S. and Iran could be reached at any time. A 10-day proposal is currently on the table, while attacks continue. A formally confirmed ceasefire would be beneficial for oil prices and bullish for semiconductor stocks. The above is a high-level timeline of the key upcoming events, all of which will impact semiconductor stocks to varying degrees. When hyperscale cloud providers report earnings, AI capital expenditure will be the most important factor.
According to TechFlow Research, on July 14, 2026, Nomura Securities released a research report citing data from Japan's Ministry of Economy, Trade and Industry. Japan's packaging substrate shipment value in May reached 27.8 billion yen, a year-on-year increase of 36%, hitting a record high; shipment area increased by 10%, and the average price rose 23% to 1.356 million yen per square meter. The report pointed out that NVIDIA Rubin packaging demand will ramp up this summer (at latest by August), but the variable worth paying more attention to is that Rubin Ultra may shift from a four-die structure to a dual-module structure, as well as the large interposer integration challenges brought by HBM4 wiring upgrades. Intel released EMIB-T technology at ECTC, expected to complete mass production readiness in 2026, capable of integrating up to 12 HBM4 units under an interposer-less solution, with power supply voltage drop improved by 68-80% compared to EMIB; TSMC maintains its lead relying on 3DFabric Alliance and advantages in power delivery and heat dissipation. Nomura Securities believes that the core battlefield of the next-generation packaging competition lies in power delivery, heat dissipation, CPO, and 3D hybrid bonding, and excess returns in the packaging substrate industry will come from the ability to bind to customer technology roadmaps.
Base founder Jesse Pollak published a review of the past two years of development, acknowledging that his previous bet on on-chain native social was a mistake. He stated that social directions like Farcaster, Zora, Miniapps, and creator coins have failed to become the core drivers of crypto adoption, and as a result, Base has fallen behind some competitors in areas such as perpetual contracts, prediction markets, tokenization, and payments.Pollak stated that going forward, Base will position itself as the "blockchain for global finance," focusing on three key directions in 2026: trading, payments, and AI agents. Specifically, trading will cover tokenized stocks, Meme coins, and application tokens; payments will revolve around global stablecoins for individuals and businesses; and AI agents will leverage cryptocurrency as the native money for computers, serving participants in the future large-scale machine economy.Furthermore, the Base application will be handed back to the Coinbase team, with Cobie taking over to drive it forward, and it may expand beyond the Base ecosystem. Pollak also stated that Base will continue to support developers through Base Layer, Base Batches, the ecosystem fund, and Coinbase distribution resources.
Ethlabs 发布第二周进展，称随着项目进入启动与融资阶段，外部沟通持续增加。团队表示，正推进基于零知识技术的异步互操作方案，以提升跨链桥安全性和资产分发效率；其中，L2 至 L1 可由 intents 作为过渡方案，L1 至 L2 延迟则有望通过 FCR 改善。
According to TechFlow Research, Morgan Stanley released a research report on July 1 stating that, regarding Bloomberg's report on Meta planning a cloud computing business, it judges that Meta is more likely to choose the lighter path of renting out idle computing power rather than building a full cloud service benchmarking AWS. The report calculates that renting out 250 MW of computing power at $40/watt could be accretive to 2028 earnings per share by approximately 8%, and when the scale reaches 1000 MW, the accretion could reach 33%, but this earnings accretion is viewed as a transitional buffer, not the core logic supporting the rating. Morgan Stanley also mentioned that Meta's self-held computing power will expand to 1.9 GW and 3.4 GW in 2026 and 2027 respectively, providing room for the rental calculations. Morgan Stanley maintains its Overweight rating on Meta with a target price of $775, representing approximately 37.6% upside compared to the closing price of $563.29, while setting the 2027 capital expenditure expectation at $175 billion; if the cloud computing business scales up, there is a possibility of an upward revision in capital expenditure.
: The FAQs section of the Polymarket official documentation, under the question "Does Polymarket have a token?", is marked with "Updated Today". The latest content after the update, translated into Chinese, is as follows:All trading and liquidity rewards are denominated in pUSD, a standard ERC-20 token on the Polygon platform backed by USDC.Polymarket has not announced any plans for an airdrop or token distribution event. Please be cautious of scams claiming to be airdrops or giveaways. Furthermore, the platform has not disclosed any details regarding future potential projects, rewards, or eligibility criteria. We encourage users to focus on authentic interaction with the platform rather than relying on speculative information.
"Fed Whisperer" Nick Timiraos stated that there are three key points to watch in Warsh's first Fed meeting as chair:1. Will the "easing bias" language be removed? And if so, what will replace it? Since 2024, a sentence in the policy statement regarding "additional adjustments" has been signaling to the outside world that the next move in interest rates is more likely to be a cut than a hike. This language sparked dissent at the last Fed meeting and now appears increasingly untenable. Removing it could satisfy everyone: hawks want it gone, and Warsh can tout the move as a reform rather than a signal of a hawkish turn. Even Trump previewed this move during Warsh's swearing-in ceremony.2. Will the "dot plot" take over as a guidance tool? Who will predict a rate hike? The Fed will release its first interest rate projections since March; at that time, 12 of the 19 officials expected at least one rate cut in 2026. Now, most expect no cuts. I'm watching how many predict a hike—and whether Warsh, long skeptical of the dot plot, will submit his own projection or downplay its significance by not voting on it.3. How will Warsh communicate during the press conference? The Fed Chair's words can move markets only if people believe he commands a majority—that his words represent the committee's direction, not just his own views. Warsh leads a divided group that he may not fully control. If he faithfully conveys his colleagues' views, he can begin building the authority to speak for them; if not, colleagues will express themselves elsewhere (e.g., through dissenting votes). Under a chair inclined to reduce signaling, those "dissents" themselves may become the tools for sending signals. (Jinshi)
at today's 2026 Lujiazui Forum, Ding Xiangqun, Director of the National Financial Regulatory Administration, stated that efforts must be made to strengthen supervision, eliminate regulatory gaps and blind spots, and ensure full coverage with no exceptions. Ding Xiangqun said that efforts should be concentrated on preventing and resolving risks to firmly uphold the bottom line of preventing systemic financial risks. Focus should be placed on "reducing existing risks and controlling new risks." Risks in small and medium-sized financial institutions should be addressed in a forceful and orderly manner, with support and coordination to resolve risks related to real estate and local government debt. Adhere to the principles of treating diseases before they occur and addressing problems at the source, improve early correction mechanisms for financial risks with hard constraints, and achieve early identification, early warning, early exposure, and early disposal.Focus on "managing legal activities while also managing illegal ones." Strengthen central-local coordination and departmental collaboration, and make every effort to eliminate regulatory gaps and blind spots to ensure full coverage with no exceptions. Take the overall battle of preventing and combating illegal financial activities as a starting point, maintain a high-pressure crackdown stance, strengthen whole-chain systemic governance, and strive to protect the people's "money bags." (CCTV News)