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JPMorgan analysts stated that the recent pullback in global AI trading has improved investors' positions, making valuations more attractive, which may drive investors to reposition, especially in the semiconductor stock sector. JPMorgan pointed out that sustained strong earnings performance and evidence of AI commercialization will support investors' renewed focus on this sector.

According to the data panel on the ChainCatcher official website, regarding BTC wallet balances, in the past 7 days, among the top 10 exchanges by balance, only two had net inflows; Binance had the largest decline, at 2.95%.In terms of exchange asset transparency proof, the top three exchanges with net outflows of reserve assets were Deribit (-340 million USD), Bybit (-291 million USD), and MEXC (-99.5608 million USD); in terms of net inflows, Binance had the highest inflow, reaching 703 million USD, followed by Bitfinex (+321 million USD) and OKX (+40.4574 million USD).

FastBiz officially stated that the project has entered the continuous operation and ecological construction phase. As of now, FastBiz has accumulated a total construction amount of 15.9436 million USD, with over 37,000 participating users. Users can participate in ecological construction using USDT and UNI according to the agreement rules. As the scale of participation continues to expand, FastBiz is accelerating community building, ecological applications, and global market layout, promoting more users and business resources to enter its Web3 business ecology.It is reported that FastBiz is positioned as a new type of business infrastructure connecting real-world commerce and the Web3 value network, committed to creating the next generation of decentralized business networks that connect global goods, supply chains, payments, communities, and digital assets. The project connects real-world business scenarios with the Web3 digital asset system, exploring the integration of diverse scenarios such as goods circulation, supply chain collaboration, digital payments, community participation, and digital assets, further constructing an open value network aimed at global users and business entities.

According to Forbes, Bitcoin approached $90,000 earlier this month. Meanwhile, global debt continues to rise, and the "currency depreciation trade" surrounding the decline in purchasing power of fiat currency has become one of the factors driving up assets like Bitcoin and gold.Data from the Institute of International Finance shows that global debt increased by $10 trillion in the first half of this year, surpassing $365 trillion in total. The U.S. debt has exceeded $40 trillion, with annual interest payments rising to $1.27 trillion, surpassing defense and Medicare spending, and only lower than Social Security spending. The institute warns that as benchmark interest rates rise, interest costs will also increase.Nic Puckrin, founder of Coin Bureau and cross-asset analyst, stated that the current environment is favorable for "currency depreciation assets" like Bitcoin and gold, which is part of the reason for Bitcoin's recent rise. The larger the debt of major economies, the more likely it is to suppress real borrowing costs and allow inflation to erode the real value of debt, thereby enhancing the attractiveness of such trades.Analysts from The Kobeissi Letter pointed out that the purchasing power of the dollar has declined by 23% since 2020; if assets only increased by 30% during the same period, investors have essentially just broken even in terms of real purchasing power. The U.S. inflation rate has been above the Federal Reserve's 2% target for 60 consecutive months.

Fidelity Investments Global Macro Director Jurrien Timmer posted on X, discussing Bitcoin prices and the power law model.Jurrien Timmer stated: The power law mathematics of Bitcoin continues to indicate that after holding the $60,000 level, a new cyclical bull market is unfolding, with a target of reaching $300,000 by 2029.

According to Catcher Predict monitoring, in the Polymarket event "Baltimore Orioles vs. New York Yankees," the "Baltimore Orioles" option in the sub-market "Baltimore Orioles vs. New York Yankees" has experienced significant fluctuations in winning probability, soaring from 47.5% an hour ago to the current 91.5% (a fluctuation of 44%). Please note the impact of relevant breaking news.

Bitcoin News posted on the X platform stating that Blink claims all account balances affected by the security incident have been restored to pre-incident levels. The software vulnerability had allowed attackers to transfer funds from dozens of accounts and obtain account information for approximately 3,400 other users.Blink stated that no funds were stolen from these 3,400 accounts, and the attackers did not obtain users' names, identification documents, or addresses; the company has contacted the affected users and will release a complete incident review.

According to Bitcoin Magazine, Santiago Capital CEO Brent Johnson stated in an interview with Bitcoin Magazine that Bitcoin is not a currency but the best "pure play" asset to bet on the rise of global liquidity.He believes that as the scale of digital assets and stablecoins continues to expand, Bitcoin will exist in the long term. The global overissuance of currency may drive Bitcoin to rise significantly, but he still does not believe that Bitcoin will replace the dollar system.Johnson is the proponent of the "Dollar Milkshake Theory," which suggests that the global debt crisis will actually strengthen the dollar. He mentioned that the 10-year U.S. Treasury yield has reached 5% and discussed the sovereign debt crisis, while paying attention to three major market signals: credit spreads, VIX, and the U.S. Dollar Index (DXY), as well as the dollar index range needed for the global economy, referred to as "the Band."He also talked about the GENIUS Act, stablecoins, and the trend of global dollarization, explaining why Bitcoin is a bet on global liquidity. Santiago Capital's investment directions include gold, defense, AI, and tokenization. Johnson also discussed tokenization, 24-hour trading, and the markets in Central and South America.

Qualcomm (QCOM.O) announced the renewal of its global patent licensing agreement with Apple (AAPL.O).

According to Glassnode's latest report "The Week On-chain - Escape Velocity," among the major exchanges tracked by Glassnode, Gate has risen 4 positions in the BTC spot trading volume rankings over the past two years, achieving the largest increase on the list and ranking third globally. During the same period, Gate's market share of BTC spot trading volume within the statistical scope surged from 2% to 9.1%, a net increase of 7.1 percentage points, the highest growth among all exchanges.The report indicates that Gate's rise is characterized by long-term effectiveness and sustainability. Over the past 24 months, Gate has remained in the top three for BTC spot trading volume for 9 months, demonstrating a continuously strengthening market competitiveness. As an exchange leading in both ranking improvement and market share growth among major platforms, Gate's trading activity and market participation in the BTC spot market continue to expand.Glassnode also pointed out that the 24-hour spot trading volume across all exchanges has rebounded by 121% from the low in August, and the returning funds are flowing to multiple trading platforms. Against the backdrop of an overall recovery in market activity, Gate's simultaneous improvement in market share and global ranking is particularly remarkable, fully showcasing its sustained growth momentum and increasingly expanding industry influence in the BTC spot market.

Patrick Munnelly of Tickmill Group stated that investors have raised their expectations for central bank interest rate hikes in the coming months, pushing the average yield on global government bonds to nearly 4%.LSEG data shows that investors expect the Federal Reserve, European Central Bank, Bank of Japan, and Bank of England to each raise interest rates three times or more within the next year.

According to official news, Gate Live will launch the second issue of "Lucas Global Stock Observation" on September 24 at 20:00 (UTC+8). This session will be hosted by Lucas Sum, the head of stock market development at Gate, focusing on the core question, "With the Federal Reserve's decision finalized, what will be the next trading moves for U.S. stocks?" It will analyze the changes in market expectations after the FOMC and the subsequent trends in U.S. stocks.This live broadcast will focus on interest rate expectations, technology and AI, industry rotation, and other directions. It will combine the performance of U.S. stocks, U.S. Treasury yields, and the U.S. dollar after the FOMC to dissect how Federal Reserve policies affect stock valuations and capital flows, and share market signals that are worth continuous attention in the future.

According to Catcher Predict monitoring, in the market prediction event "Toronto Blue Jays vs. Baltimore Orioles" on Polymarket, the "Yes" option win rate in the sub-market "NRFI" has experienced a sharp fluctuation, dropping from 48.5% an hour ago to the current 23% (a fluctuation of 25.5%). Please note the impact of related breaking news.

The International Monetary Fund stated that the Middle East war, which began at the end of February, has significantly altered the trajectory of global economic growth through disruptions in energy, commodities, and supply chains.

Capital Economics stated that if the United States implements a diesel export ban, customers in Latin America and Europe will be the first to be affected, and global prices will also be impacted. Chief Commodities Economist David Oxley mentioned that the reduction in U.S. diesel flows will weaken a key supplemental source in the global market. Capital Economics estimates that a comprehensive ban could reduce global marine diesel supply by 30%.

According to official news, Reap, a payment company under Kraken's parent company Payward, has launched a Virtual Asset Ledger. Users of exchanges, wallets, new banks, and financial technology platforms can directly use their virtual asset balances such as BTC to make purchases with the Visa card issued by Reap, with conversions completed at real-time exchange rates during payment, without the need to pre-convert to stablecoins.Reap data shows that by July 2026, the card consumption amount paid with virtual assets will reach 1.04 billion USD.

Bitget announced the successful conclusion of the 2026 King’s Cup Global Invitation Tournament (KCGI). This tournament centered around "UEX Panorama Competition" and for the first time integrated crypto contracts, TradFi contracts, and stock spot (rToken) into the same event system. During the tournament, a total of 83,529 traders and 1,476 teams from around the world competed based on performance and multi-track trading challenges, sharing a total prize pool valued at 3 million USD.As a core part of the event, the UEX Arena set up five major leaderboards for team earnings, trading volumes in various tracks, and individual earnings, with a prize pool reaching 2 million USDT. The UEX Treasure Map provided participating users with a chance to win a 100% winning treasure chest reward of up to 600,000 USDT through a task key and track fragment synthesis mechanism.In addition, this KCGI set up a special incentive of 100,000 USDT for team leaders and 200,000 USDT in early bird benefits, and after the conclusion of the tournament, a glory live stream lottery was held, offering multiple rewards such as KCGI limited merchandise, gold-plated footballs, and cash vouchers.

According to CCTV Finance, the global trade volume of AI-related products will reach 4.18 trillion USD by 2025, a year-on-year increase of 21.9%. With the rapid evolution of artificial intelligence and Agent capabilities, a batch of "portable" AI hardware is accelerating its entry into the consumer market.At the exhibition hall of the Yunqi Conference in Hangzhou, Zhejiang, many AI hardware products, from AI glasses to user-assembled AI DIY devices, no longer solely rely on smartphones. Instead, they synchronize voice, image, and other information around the user in real-time to the Agent, which autonomously breaks down tasks and completes execution. Global investment in AI infrastructure continues to increase, and Chinese technology companies are also making the latest arrangements around AI hardware, large models, and underlying computing power.