News linked to both this project and an event.
Odaily reports: Coinbase posted on X platform stating that it has become one of the first partners of the X Cashtag program. X announced the launch of the X Cashtag partner program in the United States, allowing users to click on stock, ETF, and cryptocurrency tickers in their timeline to view price charts and related posts, and through the "Trade" option, jump to participating brokerages such as Interactive Brokers, Moomoo, Gemini, Kraken, and Coinbase to complete transactions.
Odaily News: According to Gate Ventures' latest weekly report, last week's escalation of geopolitical conflicts in the Middle East combined with U.S. core inflation exceeding expectations significantly heightened global market volatility. Brent crude and WTI crude surged 8.33% and 9.36% respectively, returning above $100 per barrel; U.S. August core CPI rose 0.29% month-over-month, higher than expected, pushing the 10-year Treasury yield to 4.97%, with market-implied probability of a September rate hike rising to approximately 86%; spot gold fell 1.82% to $4,349.42 per ounce. U.S. stock indices — the S&P 500, Nasdaq, and Dow Jones — declined 0.80%, 0.66%, and 1.57% respectively; the crypto market weakened in tandem, with BTC and ETH dropping 4.4% and 1.5% respectively. Spot BTC ETFs saw net outflows of $462.7 million, while ETH ETFs recorded net inflows of $197.1 million. The fear index dropped from 71 to 57, indicating a cooling of market sentiment.On the industry front, India launched a $107 million tokenized corporate bond pilot program, further advancing institutional-grade RWA tokenization; Gemini obtained a Major Payment Institution (MPI) license from the Monetary Authority of Singapore, further expanding its regulatory footprint in the Asia-Pacific region; and the Philippine central bank plans to suspend new payment system operator registrations for 12 months, tightening oversight of VASP-related payment activities.On the funding side, a total of 9 financing deals were completed last week, with disclosed total funding reaching $158.4 million, down 88% quarter-over-quarter. Overall, energy prices and inflation expectations remain the core variables driving short-term market trends, while interest in tokenized assets and institutional-grade crypto infrastructure development remains undiminished.
Odaily reports: Cryptocurrency exchange Gemini has been granted a Major Payment Institution (MPI) license by the Monetary Authority of Singapore (MAS), enabling it to provide digital payment token and cross-border transfer services.The license supports Gemini in offering spot trading, custody, and over-the-counter (OTC) services to both retail and institutional clients. Gemini has been serving customers in Singapore since 2020.Gemini co-founder and President Cameron Winklevoss stated that obtaining the license reflects the company's commitment to the Singapore market. Co-founder and CEO Tyler Winklevoss said Singapore will serve as the company's regional strategic hub. (Bitcoin.com News)
Google announced that its personal agent, Gemini Spark, can now manage your Google Photos library. The new feature supports editing images, curating albums, automatically creating shared albums, converting concert poster photos into calendar events, and running workflows. This feature will roll out to US subscribers of Gemini AI Pro and Ultra in English over the coming weeks. To use it, you need to connect Google Photos to Gemini and enable Spark in the app.
The B.AI platform has announced that Google DeepMind's latest Gemini 3.8 Flash model is now officially available via API. As the newest generation of core models in the Gemini 3 family, Gemini 3.8 Flash significantly enhances capabilities in software engineering, agent tasks, and multi-step reasoning across professional domains, while maintaining the Flash series' hallmark cost efficiency and low latency. It also delivers outstanding performance in specialized fields such as finance and law. The model supports a 1M token context window and native multimodal input, and is deeply optimized for complex reasoning and long-running agent workflows. Official API access is now open with exclusive discounts available.
Google Gemini 3.8 Flash has now launched on Gemini, Google AI Studio, and the API. According to Testing Catalog, the model scored 71% on the DeepSWE 1.1 benchmark, close to Claude Opus 5’s 74%, but at a much lower price. Regarding pricing, input costs $0.75 and output (including thinking tokens) costs $3.75 before December 31, 2026; starting January 1, 2027, these rates will increase to $1.50 and $7.50 respectively.
谷歌 DeepMind 发布 Gemini 智能体视频理解功能，已面向 Gemini 3.7 Flash、3.6 Flash 和 3.5 Flash-Lite 模型开放。该功能可通过动态搜索、扫描和检查视频片段，提升长视频分析效率与准确性。相比传统固定帧率处理方式，其最高可减少 88% 代币消耗、降低 66% 分析成本，并提升最高 7% 准确率。该功能现已通过 Gemini API 在 Google AI Studio 和 Gemini Enterprise Agent Platform 中提供，未来还将应用于 Gemini 应用和 YouTube“Ask YouTube”功能。
According to a report by Wall Street Journal reporter Erin Woo citing employee sources, Google’s artificial intelligence research department is set to release a new model, Gemini 3.8 Flash, featuring significantly enhanced coding capabilities. Internally codenamed "Skimaki," the model could go live as early as Wednesday, September 2. In comparative testing against Google’s internal coding tool Jetski, company engineers demonstrated a stronger preference for the new model than for Anthropic’s Opus.
According to monitoring by the PPP Prediction Market Tool, the probability of Gemini 4.0 being released before September 30 on Polymarket is now 35%, up 12% over the past 24 hours.If Google opens Gemini 4.0 Flash to the public before the specified date, the event will resolve to "Yes"; otherwise, it will resolve to "No."To resolve to "Yes," Gemini 4.0 must be officially released and made available to the public, including public beta testing or an open rolling waitlist; closed beta testing or private access does not count.Gemini 4.0 must be explicitly released under that name or be widely recognized as the next-generation product following Gemini 3. Gemini 3.0 Flash, Gemini 2.5, and others do not qualify.The resolution will primarily rely on official information from Google, supplemented by credible media reports.Join the PPP Signals Push Community to stay one step ahead and seize the opportunity.
According to Chaoxiang Research, a Morgan Stanley report dated August 25 noted that the internet sector declined by an average of 2% last week, with Meta down approximately 7%, Amazon down roughly 2%, and Google virtually flat. Current forward P/E ratios for 2026 stand at 19x for Amazon, 17x for Google, and 17x for Meta, reflecting discounts of 36%, a premium of 36%, and a discount of 24% relative to historical averages, respectively. On an EV/EBITDA basis, Amazon at 11.2x represents a 12% discount to its two-year average, Google at 15.1x implies an 8% premium, and Meta at 8.7x reflects a 30% discount. Morgan Stanley maintains an "Attractive" rating on the internet sector, highlighting that AI capabilities are emerging as a core variable driving valuation divergence. The sector's overall forward EV/EBITDA is 9% below the five-year average, while EV/Sales is 16% above it, underscoring a divergence between revenue and profit multiples. After reclassifying stock-based compensation as a cash expense, the adjusted EV/EBITDA for digital media rises by approximately 36% on average, e-commerce by 30%, and travel and the sharing economy by 44%. Upcoming catalysts include the launch of Google's Gemini 4, stabilization of Amazon Web Services (AWS) growth, progress in Meta's AI ad monetization, and shifts in the interest rate environment.
According to Chaoxiang Research, Morgan Stanley's August 24 report raised its revenue assumption per gigawatt (GW) of externally sold Google TPUs from $20 billion to $27 billion, increasing the gross margin assumption from 20% to 30%. Following these adjustments, TPU-related cloud revenue is projected to reach $84 billion and $108 billion in 2027 and 2028, respectively, marking increases of 35% and 37% over prior forecasts. Morgan Stanley maintains an Overweight rating on Alphabet with a price target of $400, implying 16% upside from the current share price. The upward revision draws support from recent media reports stating that Google has pledged to supply approximately one million TPUs (equivalent to roughly 1.3 GW), generating about $35 billion in revenue. Furthermore, Google's custom silicon agreement with Marvell validates TPU pricing above previous estimates. The firm anticipates Google Cloud will contribute approximately 50% of Alphabet's consolidated EBIT by 2028. Three primary catalysts underpin the potential for valuation re-rating: the rollout of Gemini 4, inference cost reductions through optimized models, and the market deployment of GenAI offerings. The target price reflects a forward P/E multiple of approximately 22x based on 2028 consensus earnings, commanding a premium of roughly 22% relative to the peer median.
Odaily Planet Daily reported that Lorenzo Valente, Head of Digital Asset Research at investment firm ARK Invest, stated that Hyperliquid is in discussions with the CFTC and SEC to facilitate the offering of perpetual futures on its public chain by U.S.-regulated companies. He suggested that Hyperliquid acquire Gemini to position it as a U.S.-regulated HIP-3/4 deployer. He noted that Gemini's current market value is approximately $450 million, representing a decline of over 85% from its $3.3 billion valuation at the time of its 2025 IPO. Hyperliquid could obtain Gemini's entire U.S. regulatory infrastructure—including the NYDFS Trust Charter, DCM, DCO, FCM, MTLs, and Broker-dealer—for approximately $450 million.He further proposed that Hyperliquid could use approximately 7.9 million HYPE tokens from its community reserve, valued at around $550 million at $70 per token, to complete the acquisition at a premium of roughly 20% over Gemini's current market value. Following the transaction, Gemini would handle KYC, custody, fiat on/off ramps, brokerage, clearing, and compliance for the U.S. market, while Hyperliquid L1 would provide the underlying market infrastructure, liquidity, and on-chain settlement. He cited Polymarket's acquisition of QCEX as a similar precedent for re-entering the U.S. market, and stated that the core of this potential deal is not acquiring an exchange, but rather securing the regulatory bridge for HIP-3/4 to enter the U.S. market.
According to TechFlow Research, the frontier AI data tracking report released by Bank of America Securities on August 17 shows that Anthropic leads comprehensively in three major AI benchmarks, with Claude Opus 5 ranking first in the Intelligence Index, Agent Index, and Coding Agent Index, GPT-5.6 Sol following closely behind, Meta MuseSpark 1.2 entering the top ten, and Google Gemini 3.6 Flash ranking outside the top ten. In terms of usage, DeepSeek leads with approximately 30% of the Vercel platform token share, Anthropic accounts for 25% and OpenAI accounts for 16%; but in terms of payment amount, Anthropic leads far ahead with 65%, while OpenAI accounts for only 11%. In terms of pricing, the AI Token Price Index decreased 9% month-over-month in August to $2.21, but still increased 87% year-over-year; GPU rental rates remain strong, with H100 increasing 33% year-over-year to $2.77/hour, DRAM increasing 483% year-over-year, and NAND increasing 432% year-over-year. The research report judges that AI infrastructure demand remains healthy, with open-source model usage growing but payment share still highly concentrated on top closed-source models. BofA believes that the Meta "Watermelon" and Google Gemini 4 releases, token pricing trends and GPU rental trends are
Google AI for Developers 发布一款 Chrome 扩展，结合 Nano Banana 与 Gemini Omni，将网络内容转化为交互式视觉百科全书。该扩展在 Antigravity 中使用 Gemini 3.7 Flash 构建，用户浏览网页时高亮任意文本，即可快速生成丰富的视觉化释义，辅助深度学习。
Google released the new AI model Gemini 3.7 Flash, but did not specify the release date for its most powerful model, Gemini 3.5 Pro, which remains affected by delays.
Odaily News: AI architecture development company Pathway has announced the completion of a $30 million seed funding round, with participation from Id4 Ventures, TQ Ventures, Red Bridge Ventures, Kadmos Capital, and WS Investment, the investment arm of Wilson Sonsini, among others. Databricks' Chief AI Scientist Jonathan Frankle has joined as an angel investor.Pathway is developing a Bio-inspired Dynamic Hierarchical architecture (BDH), a "post-Transformer" architecture designed to overcome the limitations of current Transformer models, which continue to rely on ever-increasing data, GPUs, energy, and capital expansion. Unlike traditional large models that require periodic retraining, BDH enables continuous learning and ongoing adaptation with significantly less data.The company also announced the appointment of Adam Kurzrok, former product lead for Google DeepMind's Gemini, as Chief Product Officer. He will oversee the product direction of BDH models, covering areas such as model packaging, evaluation systems, and commercial deployment. (Finsmes)
According to The Verge, Google has officially released the Pixel Watch 5, priced at $399, up $50 from the previous generation. Hardware updates are limited, featuring only a faster Qualcomm processor, a slightly increased battery capacity, and new Satin Pyrite colorway and Steph Curry Special Edition. The biggest highlight of this generation lies in the software front: Gemini adds an offline mode, supporting basic operations such as setting timers and launching apps in offline environments (though response speed is significantly slower in offline state). Meanwhile, Gemini will more proactively provide contextual suggestions; for example, when receiving a text message inquiring about the schedule, users can directly access Google Calendar from the wrist. Additionally, the watch face adds real-time information icons, capable of instantly displaying timers, Uber estimated arrival times, and fitness data. Pinch and wrist flip gesture controls also achieve deeper system integration with Wear OS 7.
Odaily News - Karia Samaroo, founder and former CEO of Canadian crypto company WonderFi, recently stated that the company's acquisition by US trading platform Robinhood Markets for CAD 250 million was not due to a lack of growth potential, but rather because Canada's market environment has restricted local tech companies from continuing to scale.Samaroo said that WonderFi was founded in 2021. After several years of development, the company consolidated Canada's fragmented crypto market, built a nationwide brand, and survived the QuadrigaCX collapse, the FTX crash, and Canada's strict crypto regulatory environment. By 2023, WonderFi had become a leading crypto platform in the Canadian market.However, he believes that succeeding in Canada was not the company's ultimate goal. WonderFi had originally hoped to grow into a global enterprise, and Robinhood saw WonderFi as a strategic gateway into the Canadian market, which led to the CAD 250 million acquisition. Samaroo pointed out that Canada has long faced structural issues that limit companies' ability to scale, including insufficient venture capital, weak public markets, regulatory fragmentation, and declining attractiveness of entrepreneurial returns.For the crypto industry, the challenges are even more pronounced. Samaroo noted that after the QuadrigaCX incident, Canadian regulators established one of the world's strictest crypto regulatory frameworks. While the original intent was to protect investors, it also increased operational costs for businesses. International trading platforms including Binance, OKX, Bybit, and Gemini all entered the Canadian market previously and then exited. He believes that Canada's crypto regulations are not only strict but also compounded by fragmented securities regulatory systems, leading to higher financing costs, increased operational complexity, and diminished interest from overseas investors.Samaroo said that WonderFi is not an isolated case—many Canadian tech companies have followed a similar trajectory: growing domestically until hitting market ceilings, then ultimately seeking overseas capital or strategic buyers. Shopify founder Tobi Lütke has also previously criticized Canada for repeatedly "nurturing important companies only to send them abroad." Restricting corporate sales can easily become a political statement, but the real key to solving the problem lies in building a business environment that supports companies in financing, expansion, and competing globally.Robinhood previously announced the acquisition of WonderFi for approximately CAD 250 million. This deal also reflects the accelerating consolidation in the North American crypto industry, as US platforms expand into other markets through M&A. (Fortune)
B.AI welcomes multiple major updates this week. In terms of benefits, new users can log in with one click using Bitget Wallet, Binance Wallet, or imToken wallet to immediately claim 1 million free Credits; logging in via an invitation code grants an additional 300,000, stacking with the exclusive wallet login bonus for a cumulative maximum of 1.3 million, while inviters simultaneously enjoy permanent rebates on friends' recharges and subscriptions. Recharge discounts are released simultaneously, with BNB Chain channels enjoying an exclusive 1:1 equivalent quota bonus, while other multiple payment methods enjoy a 1:0.5 bonus; a single user can receive up to $100 equivalent points. On the model side, new breakthroughs continue as the "Choose Your Own Provider" lineup expands significantly this week, adding the Nebula channel and launching historic call discounts as low as 90% off; meanwhile, Alibaba's flagship Qwen model Qwen3.8-Max officially lands on the platform and is now open for limited-time free experience. Currently, the choose-your-own-provider mode fully covers global mainstream large model series such as Claude, GPT, and Gemini; combined with recharge bonuses and multiple discount tiers, it continues to deliver extreme cost-performance computing power for global developers and enterprise users. Log in now at chat.b.ai/chat to start your journey of intelligent creation.
According to Reuters, the latest V4-Flash API model officially released by Chinese AI startup DeepSeek on July 31 incurred operating costs of only 1/105 that of Anthropic Claude Fable 5 in benchmark tests conducted by AI performance analysis agency Artificial Analysis. Regarding specific pricing, V4-Flash input token costs are $0.14 per million, and output token costs are $0.28 per million, with an average cost per test of approximately 3 cents, far lower than Wenxin Kimi K3 (86 cents), OpenAI GPT-5.6 Sol ($1.86), and Claude Fable 5 ($3.15). In terms of performance, V4-Flash scored 50 points on the Comprehensive Intelligence Index, tying with Google Gemini 3.6 Flash, but still more than 9 points lower than leading models such as Claude Opus 5 and GPT-5.6. It is worth noting that a low listed price does not equate to low actual costs—if the model consumes more inference and output tokens when generating responses, actual expenses may rise significantly.