cp

CoinMarketCap announced on platform X that its Chief Product Officer David Salamon will assume the role of Chief Executive Officer, effective immediately. The former Chief Executive Officer Rush, after leading CoinMarketCap for five years, will transition to oversee the expansion of the group's new business line.CoinMarketCap stated that David Salamon joined CoinMarketCap in 2022 and during his tenure as Chief Product Officer, he led the development of CMC AI, which has surpassed 10 million users; he also spearheaded the reconstruction of CoinMarketCap's on-chain data infrastructure, with DexScan currently tracking 107 chains.

According to QCP analysis, the global market opened under multi-asset pressure, with investors reducing risk exposure. The Nasdaq 100 index fell from 744.45 to 737.76 in pre-market trading, gold dropped from $4260 to $4147, Bitcoin decreased from $84500 to $82800, and the dollar index also declined, reflecting broad deleveraging rather than a shift to safe-haven assets.QCP stated that the main driving factor is geopolitical: the United States rejected a ceasefire condition proposal regarding the Strait of Hormuz last weekend, reigniting concerns over energy supply disruptions and driving a significant rise in Brent crude oil. This week, the U.S. macroeconomic calendar is packed. Following the recent interest rate hike by the Federal Reserve, the PCE price index and non-farm payroll report are key data points, and the market remains highly sensitive to data that could influence further adjustments in monetary policy. In terms of crypto options, front-end implied volatility remains high, with traders pricing for downside protection. Spot Bitcoin ETF fund flows show hesitation amid broader clearing. Bitcoin's recent technical strength faces dual pressure from geopolitical uncertainty and macroeconomic data risks, with key support levels being closely monitored.

According to the Economic Daily, the shipment of optical CPO related equipment for joint packaging is increasing. Suppliers such as ZhiDe, GaoMingTie, and DongYouDa have stated that orders from Europe, America, and Asia are flooding in, with order visibility extending to the second quarter of next year, and they are simultaneously starting factory expansions. Customers' demand for high-precision motion platforms and automated optical coupling equipment is increasing, with a noticeable rise in clients from Southeast Asia, including Singapore and Malaysia, in addition to major manufacturers in Europe and America.ZhiDe stated that after receiving thousands of orders for international CPO equipment, they have recently made new gains and are negotiating cooperation on CPO alignment modules with domestic and major manufacturers in Europe and America, with overall orders initially looking at a thousand units. The company is expanding production in the Shugu Garden and Nanke Park in response to demand, expecting to launch new capacity in the fourth quarter and continue to ramp up production next year.GaoMingTie has been certified by the world's top ten optical communication brands and has secured orders for 800G and 1.6T optical module coupling alignment modules, with optical communication product revenue accounting for 79% in the first half of the year. The company has acquired about 60% equity in an optical and medical factory in Taichung, and after establishing a production assembly line, the estimated capacity can be expanded by more than double, with the Dongguan subsidiary expected to ramp up production after mid-next year. DongYouDa is collaborating with the Japanese company Junhe on CPO optical coupling equipment, with order visibility extending to the second quarter of next year, and has already initiated plans to establish factories in Vietnam, India, and Mexico, increasing capacity utilization from 70% by the end of 2025 to 80%.

According to Grayscale's official announcement, it has renamed its Grayscale Bitcoin Miners ETF to Grayscale AI Compute ETF, with the New York Stock Exchange trading code changed from MNRS to GCPU, and the tracking index changed from the Indxx Bitcoin Miners Index to the Indxx High-Performance Computing Index.The fund will invest in companies that build and operate AI infrastructure, with about half of the holdings in native AI computing companies, and the remainder in digital infrastructure operators that have publicly committed to transitioning to AI businesses, including companies that have transitioned from Bitcoin mining.

Stablecoin payment company dtcpay announced that it has received strategic investment from Japanese financial giant SBI Group, with the total amount of Series A financing expanding to 25 million USD. This round was led by Vertex Ventures, a subsidiary of Temasek, in April, with follow-on investment from Genedant Capital, which manages over 2 billion USD in assets, and continued support from Guo Liangde, the founder of Capella Hotel Group. SBI Group stated that this investment marks the beginning of a strategic partnership between the two parties, aiming to jointly expand the digital asset corridor between Japan and Southeast Asia.dtcpay is an official member of Visa and has issued a compliant stablecoin Visa card; its licensed operations cover regions such as Singapore, Hong Kong, Luxembourg, Australia, the United States, and Canada, and it continues to expand, providing compliant infrastructure for global stablecoin payments.

The Federal Reserve FOMC economic forecast shows that the median core CPI is expected to be 3.4% in 2026 and 2.5% in 2027.

Cluster Protocol (CP) is launched on Bitget PoolX, allowing users to lock up BTC to unlock 9,100,000 CP airdrop, with a personal lock-up limit of 50 BTC. The lock-up period is from September 16, 18:00 to September 23, 18:00 (UTC+8). This PoolX phase supports a long-term holding bonus mechanism, where the system will provide additional bonuses based on the user's lowest BTC holdings in the past 15 days. For more details, please refer to the official Bitget platform.

OKX Flash Earn Lite launches the Cluster Protocol (CP) airdrop event, where users can share a reward of 30,000,000 CP by subscribing to BTC, ETH, SOL, OKB, or CP. The event runs from September 21, 2026, 15:00 to September 26, 2026, 15:00.

According to Taiwan's "Commercial Times" report on September 14, as the computing power of GPUs and ASICs continues to rise, traditional copper interconnects are gradually approaching the limits of power consumption and signal transmission. TSMC is accelerating its layout for co-packaged optics (CPO). The industry is optimistic that if CPO bandwidth continues to double every two years, it may form the "CPO Moore's Law" of the AI era. Industry analysis indicates that the upgrade of CPO bandwidth mainly has three paths: including increasing single-channel speed from 200G to over 400G, expanding the number of optical channels from 16 to 32, 64 or more, and introducing wavelength division multiplexing (WDM). By 2040, the theoretical value could reach about 128 times the current level, with long-term potential for development towards hundreds of T based on the current level of about 3.2T.TSMC's role in optical interconnects has extended from wafer foundry to system integration, gradually integrating computing, HBM memory, and high-speed I/O from 3DFabric, CoWoS, SoIC to silicon photonics and CPO. When high-speed electrical signals exceed 200G, signal attenuation increases after passing through longer copper paths such as ABF substrates, PCBs, and connectors, leading the industry to develop shorter copper paths and longer optical paths. In terms of packaging architecture, the optical engine is currently laid out on the substrate, and the next step is expected to place CPO in the intermediary layer, with future possibilities of using SoIC technology to achieve 3D vertical integration of photonic integrated circuits (PIC) and ASICs. Industry players indicate that CPO still needs to overcome challenges in packaging, optical coupling, and testing before mass production can be achieved.

CoinShares Research Director James Butterfill stated that Bitcoin is currently facing an "unusual combination"—short-term bearish and medium-term bullish factors are present at the same time.In the short term, the U.S. core CPI rose 0.3% month-on-month in August, higher than market expectations. Butterfill said, "The CPI data is marginally negative, increasing the probability of monetary policy tightening, which may limit Bitcoin's immediate upside potential." CME FedWatch data showed that market bets on the Federal Reserve's next rate hike reached as high as 85%.In the medium term, he pointed out that the U.S. Treasury's expanded bond buyback program has failed to effectively lower long-term yields. If this situation continues, it may force authorities to implement larger intervention measures, raising concerns about currency depreciation, which would instead benefit Bitcoin and gold valuations. CoinShares believes that Bitcoin's short-term upside may be limited to below $80,000.

After the CPI was announced yesterday, Ethereum briefly surged nearly 10%, quickly rising from $2433 to $2667. According to analyst alicharts, this short-term spike was driven by whales, during which the number of Ethereum transactions worth over $1 million increased by nearly 14%.However, alicharts also stated that Ethereum is now approaching a major resistance level. Previously, over 10 million ETH were traded between $2700 and $2800, forming a significant supply barrier. This is the key range that whales must break through for Ethereum to rise to $3000.

According to on-chain analyst Yu Jin's monitoring, a whale with a position of 70 million USD in BTC long was completely liquidated at 20:30 due to the CPI data release, which caused BTC to spike to 76,046 USD, with a liquidation price of 76,308 USD, resulting in a loss of 1.6 million USD.After the spike, BTC quickly rebounded, reopening a BTC long position worth 13.68 million USD at 77,875 USD.

Goldman Sachs economist Alexandra Wilson-Elizondo stated: "Today's CPI largely meets expectations, which on the surface is the result investors hoped for, but it indeed heightens the suspense for next week's interest rate decision. The challenge is that the data does not fully reflect the recent emergence of some inflationary pressures, and there is little evidence that inflation is returning to target in the short term. The survey period for this report predates the latest round of energy price increases and also predates the surge in commodities spreading from energy to metals and agriculture. Today's inflation data does not eliminate the possibility of stronger price pressures emerging in the future.In summary, today's data that meets expectations will allow the Federal Reserve to keep the option of raising interest rates, but it will not be forced to act, so the market may focus more on Waller's communications, energy prices, labor market data, and what happens next, rather than on what was released today."

The seasonally unadjusted CPI in the United States for August recorded a monthly rate of 0.4%, the highest since June of this year, in line with expectations, with the previous value being 0.1%. The seasonally unadjusted CPI year-on-year for August recorded 3.4%, meeting expectations and unchanged from the previous value.

In August, the seasonally adjusted core CPI in the United States recorded a month-on-month increase of 0.3%, the highest since May of this year, exceeding market expectations of 0.2%, with the previous value being 0.2%. The year-on-year unadjusted core CPI in the United States for August fell to 2.4%, declining for three consecutive months, reaching the lowest level since April 2021, in line with expectations, with the previous value being 2.5%.

The seasonally adjusted CPI for the United States at the end of August is 334.98, expected to be 334.85, and the previous value was 333.918.

Renowned trader Killa published statistics indicating that after the last 3 releases of U.S. CPI data, BTC rose over 5% within 8 days. Killa believes that the current market has already priced in negative news, and the bear market trap has been set. "Let's see if a similar trend will occur this time."As a quantitative trader focused on BTC, Killa predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

Due to the rebound in gasoline prices, the consumer price increase in the U.S. for August is expected to accelerate, reinforcing market expectations for a possible interest rate hike by the Federal Reserve next week.The U.S. Department of Labor will release the August CPI report on Friday. Economists point out that oil prices returning to over $100 per barrel will keep inflation high.

On September 10, U.S. stocks closed with all three major indices falling, marking the fourth consecutive trading day of declines; Brent crude oil briefly touched around $108, U.S. Treasury yields rose, suppressing risk appetite; the Philadelphia Semiconductor Index fell about 2.66%. In terms of concept stocks, most sectors such as chips, optical modules, and storage retreated, with the seven giants showing divergence: Apple (AAPL) rose 3.56%, Alphabet slightly increased, Microsoft was nearly flat, while others fell. In the energy sector, XOM rose about 0.61%, with some energy stocks resisting declines driven by oil prices.WEEX Labs believes that the rise of AAPL indicates that funds are still willing to invest in the new product cycle despite macro headwinds; investors need to closely monitor the August CPI data released today, which is the macro highlight of the week and will directly impact next week's interest rate pricing and market reactions. Trade stocks and gold using WEEX TradFi, and you can also participate in daily egg hunts, with a 100% prize rate, winning up to 10,000 USDT in position airdrops.