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The founder of Pons, MEADGod, posted on platform X indicating that a social trading feature is about to be launched.Community member byTheGentleman added that this feature will be comparable to FOMO, or include real-time on-chain buying and selling dynamics, wallet tracking and instant alerts, verified profit and loss records, and trader leaderboards, as well as extending to Solana through Pump.fun.

Ledger CTO Charles Guillemet stated that he disagrees with the view that "only about 30% of BTC faces quantum computing risks, while the remaining approximately 70% is secure due to public key hashing."Glassnode data shows that currently about 30.2% of BTC has exposed spending public keys on-chain, but Guillemet pointed out that this only reflects the static state on-chain; unexposed public keys may still exist in xpub, devices, PSBT, logs, or backups; and once a BTC transaction is initiated, the public key will be revealed before the transaction is confirmed.Guillemet cited research from Google Quantum AI stating that under currently non-existent high-speed quantum computer models, attacks on secp256k1 could be completed in about 9 minutes. Therefore, simply hiding public keys cannot solve the quantum risk, and Bitcoin will ultimately need to migrate to post-quantum cryptography.

Iranian Foreign Minister Mohammad Javad Zarif stated on Sunday local time that the reopening of the Strait of Hormuz depends on whether the U.S. meets the conditions set by Iran, and he mentioned that resolving the current deadlock through negotiation is still feasible. Iran previously proposed conditions such as stopping U.S. aggression, ending maritime blockades and economic warfare, and releasing Iranian assets. U.S. President Donald Trump stated on Saturday that he had rejected Iran's latest conditional proposal, and the Wall Street Journal cited U.S. officials saying that Trump is expected to resume bombing Iran after the midterm elections in November.Meanwhile, the Iranian Islamic Revolutionary Guard Corps Navy claimed on Sunday that it captured a U.S. Remus 600 unmanned underwater vehicle in the Strait of Hormuz and stated that it has handed it over to relevant personnel for data extraction. The U.S. Central Command has not immediately commented on this. Due to the conflict between Iran and the U.S., energy transportation in the Middle East has been severely restricted, with WTI crude oil closing this week at $92.41 per barrel, down 7.9% for the week; Brent crude oil closed at $104.32 per barrel, remaining basically flat for the week.

For the week ending September 19, the number of initial jobless claims in the United States was 197,000, lower than the expected 201,000, and the previous value was revised from 196,000 to 198,000.For the week ending September 12, the number of continuing jobless claims in the United States was 1.719 million, lower than the expected 1.745 million, and the previous value was revised from 1.73 million to 1.717 million.

Bitcoin News posted on platform X stating that the U.S. Treasury has sanctioned Iran's BitBank, claiming that the exchange processed Bitcoin payments made by vessels under the Hormuz Security Insurance Program.The U.S. Office of Foreign Assets Control stated that as of June, these funds had been transferred to the Iranian Islamic Revolutionary Guard Corps; Babak Zanjani's network had used the exchange to transfer hundreds of millions of dollars in Bitcoin. U.S. Treasury Secretary Scott Bessent stated that Bitcoin payment channels are not exempt from regulation by the U.S. Office of Foreign Assets Control.

OpenAI announced the establishment of an independent advisory group on mathematics and artificial intelligence in collaboration with mathematicians, hosted by the Institute for Advanced Study in Princeton. OpenAI stated that its new internal model, which began training on August 28, has solved the Navier-Stokes Millennium Prize Problem and addressed over 100 long-standing open problems in most areas of mathematics, with progress that surprised its internal mathematicians.The group will provide advice on the review and dissemination of emerging results, academic and professional standards in mathematical research, and how OpenAI tools can support mathematical research and learning. Initial members include François Charles, Camillo De Lellis, Timothy Gowers, Martin Hairer, Nikhil Srivastava, Ulrike Tillmann, Ravi Vakil, Edward Witten, and Melanie Matchett Wood.The group operates independently of OpenAI, and members are not compensated by OpenAI; they can proactively provide advice, comment on its impact on mathematics, and make public recommendations. Previously, mathematicians expressed concerns in an open letter titled "A Severe Misalignment of AI in Mathematics" regarding the use of solving open problems as a benchmark for AI. The group is not responsible for providing advice on the pace of OpenAI's internal mathematical progress.

ZCode under Zhipu has officially been open-sourced. Zhipu stated that in response to previous community feedback regarding product security issues, it has completed rectifications and will open-source the code for community supervision.The official announcement mentioned that ZCode v3.14.0 has removed the Repo Wiki feature, cutting off the local repository snapshot generation and upload link. After the rectification was completed, Zhipu invited the China Academy of Information and Communications Technology and Green Alliance Technology to conduct a security audit. Both institutions confirmed that the relevant cloud data has been cleared, and no functional paths triggering local repository snapshots or file exports were found in the new client version.In response to the community's concerns about code data issues, Zhipu reiterated its commitment that the relevant code data "has not been retained and has never been used for model training." Moving forward, ZCode will establish a regular security vulnerability feedback mechanism and provide corresponding rewards to developers based on the severity of the issues.

A senior Iranian official stated that Qatar and Pakistan, as mediators, have informed Iran that the United States is ready to negotiate and reach an agreement, and that it is serious about advancing this process.The official pointed out that for Iran, as long as the United States returns to the Islamabad memorandum of understanding and fulfills its terms, Iran is also prepared to resume implementation of the memorandum within a few days. However, Iran demands practical and credible guarantees to ensure it will not be attacked again. Once the United States implements the substantive content of the memorandum, including stopping hostile actions, lifting the blockade, and allowing Iran to export oil, Iran will immediately initiate negotiations on nuclear issues and the lifting of sanctions.Iran has reached a consensus with Oman regarding the issue of the Strait of Hormuz; however, as long as the blockade continues and no agreement has been reached with the United States, "Iran will not reopen the strait."

During an interview with The Block at the New York Avalanche Summit, Bart Smith, CEO of Avalanche Treasury Co., stated that the view that block space is not infinite will be tested as AI agents enter the financial market. He pointed out that as long as AI agent activities reach the lower end of market expectations, relevant activities will occur on the blockchain, "there is not enough block space, and block space is no longer infinite."Smith believes that the expected demand for block space will make the technical differences between Layer 1 networks like Avalanche, Solana, and Ethereum even more important. He stated that theoretically, there are many subtle differences between these L1s, which users currently do not need to pay much attention to due to sufficient capacity, but "these differences will become important." The former executive, who worked at Susquehanna for nearly 14 years, also believes that Avalanche is best suited for business applications involving privacy and security.Smith expects that by mid-2027, traditional financial markets will shift to trading five days a week, 24 hours a day, and existing financial infrastructure will be unable to cope with round-the-clock trading. He stated that new infrastructure must be created, and it will not be built in the old way, "but rather built on the blockchain."

For the week ending September 12, the number of initial unemployment claims in the United States was 196,000, expected to be 208,000, and the previous value was 206,000.For the week ending September 5, the number of continuing unemployment claims in the United States was 1.73 million, lower than the expected 1.78 million, and the previous value was revised from 1.774 million to 1.769 million.

Jack Mallers, CEO of Strike, stated in the first episode of Bitcoin Magazine's television program that Bitcoin and artificial intelligence can help humanity regain time and re-engage in creation. He believes that currency is essentially an abstract form of human time and energy, and poor-quality currency erodes people's time and energy, forcing them to work longer hours to buy a house, go on vacation, or pursue artistic interests; whereas high-quality currency rewards time and energy, and Bitcoin and AI can liberate humanity from the "hard labor" of poor-quality currency. Mallers also cited the Wright brothers as an example, stating that when they invented the airplane, the United States was in a gold standard period.At the time of Mallers' remarks, Bitcoin was experiencing its best market performance in years. In August, Bitcoin rose about 25%, marking the strongest single-month performance since 2026 and the first August since 2021 to record positive returns, closing at around $78,000. This surge was driven by U.S. Treasury Secretary Scott Bessent's expansion of long-term bond repurchases, which lowered yields and triggered billions of dollars in short liquidations, making "devaluation trades" the focus of the market again, with the dollar weakening and the scale of U.S. Treasury debt reaching $40 trillion.Regarding the U.S. economy, Mallers stated that such a level of debt is unsustainable, and whether interest rates rise or fall is irrelevant; everything is inflationary and difficult to sustain. Data released last Friday showed that the core CPI in the U.S. for August, excluding food and energy, rose 0.3% month-on-month, higher than expected. The U.S. is deeply mired in an affordability crisis, and the market widely expects the Federal Reserve to raise interest rates this week to curb inflation.

For the week ending September 5, the number of initial jobless claims in the United States was 206,000, expected to be 205,000, and the previous value was revised from 206,000 to 207,000.

The TON Network DePIN project PinGo officially stated that regarding the recent security incident, the team has confirmed that this attack is related to the asynchronous execution mechanism of the TON blockchain. To further enhance the security of the protocol and prevent similar issues from occurring again, PinGo will upgrade the project contract.In addition, the PinGo team stated that they are currently communicating with relevant ecological partners and exchanges, and will promote exchanges to restore $PINGO deposit services as soon as possible. After the contract upgrade and necessary security checks are completed, the team will continue to disclose subsequent progress.

DeepSeek stated in the V4.1 Flash open-source announcement that if there are 2000 GPUs and storage clusters, they can contact DeepSeek directly.V4.1 Flash is still open-sourced under the MIT License, without additional licensing conditions based on company revenue or business scale. Companies with resources can deploy it themselves, and contacting DeepSeek is more like a direct technical collaboration for ultra-large-scale scenarios. DeepSeek has not yet announced a formal private deployment product or paid service.In the past, after DeepSeek open-sourced the model, deployment adaptations were mostly completed by inference frameworks and hardware vendors such as SGLang and TensorRT-LLM. This time, the official team has proactively provided direct contact information for large-scale deployments and stated that they will continue to support the open-source community in adapting inference for new models.

Former Silvergate Bank CEO Alan Lane stated in a Substack post that the political and regulatory pressures from the Biden administration led to the bank's voluntary liquidation in 2023. He mentioned that Silvergate could continue operating after meeting withdrawals equivalent to 70% of demand deposits in the fourth quarter of 2022, and the decision to liquidate was made "in the face of political pressure." The Federal Reserve's Office of Inspector General's review in September 2023 concluded that the liquidation stemmed from reliance on crypto depositors, funding risks, and governance and compliance deficiencies. The SEC had previously charged Silvergate, Lane, and former Chief Risk Officer Kathleen Fraher with misleading investors regarding their anti-money laundering program, with Lane settling for a $1 million fine and a five-year executive ban, while the Federal Reserve imposed a $43 million fine on Silvergate. Lane also cited a statement on crypto risks released by multiple agencies at the beginning of 2023 as evidence of industry pressure, which was later withdrawn in April 2025.

DeepSeek plans to officially release V4.1 Flash around September 10. The official statement claims that after internal and external testing, the new model has comprehensively surpassed V4 Pro in terms of performance, cost, speed, and total time.After the launch of V4.1 Flash, all requests sent to V4 Pro will automatically switch to V4.1 Flash before the release of V4.1 Pro, and will be billed at the cheaper Flash price. Users do not need to modify the original V4 Pro calling method.

On September 8, 2026, at the Citigroup 2026 Global TMT Conference, AMD stated that AI-related opportunities could reach $2 trillion by 2030. The company expects its data center business to double by 2027, with sales reaching approximately $70 billion, of which AI GPUs will contribute about $40 billion, while the remainder will come from server CPUs. The server CPU market size has been revised up to $220 billion by 2030, previously estimated at $60 billion.AMD has secured procurement commitments of $29 billion to $30 billion, gaining the largest capacity allocation increase among all customers of TSMC, but still faces tight supply of wafers, HBM memory, advanced packaging, and substrates. The MI450 is expected to begin mass production and shipping in the third quarter of 2026, with further ramp-up in the fourth quarter. The gross margin guidance for the third quarter is 56%, as the MI450 ramps up, with a slight decline in gross margin expected in the fourth quarter of 2026 and 2027. Chief Financial Officer Jean Hu stated that the speed, scale, and rise of AI are unprecedented.AMD has announced three major anchor customers: Meta, OpenAI, and Anthropic, all involved in multi-gigawatt deployments and multi-generational collaborations. Helios is ramping up at the rack level. The acquisition of Taalas has been completed, and collaboration with Cerebras is underway to integrate the Helios system with its wafer-scale engine technology. Server CPU revenue is expected to grow over 80% year-on-year in the second half of 2026, with growth exceeding 70% entering 2027. Enterprise server revenue grew over 70% in the second quarter of 2026.

F2Pool co-founder Wang Chun (@satofishi) pointed out that the current rise of Zcash is essentially a narrative-driven speculative behavior, rather than being supported by actual value. He listed several core issues: in terms of unfair distribution, 20% of the block rewards in the first four years were allocated as "founder's rewards" to founders, employees, advisors, and early investors, totaling 2.1 million ZEC, which accounts for 10% of the total supply cap. This was followed by a similar percentage taken under the name of a "development fund"; regarding privacy mechanisms, the privacy feature is optional rather than a default setting, and most tokens circulate in transparent addresses for a long time, criticized as a "marketing gimmick."In terms of governance, the Electric Coin Company (ECC) has long-standing management conflicts with the foundation, and in January 2026, the ECC team collectively left, claiming they were expelled. In terms of security, in May 2026, it was disclosed that the Orchard privacy pool had a serious vulnerability for four years, theoretically allowing the forgery of ZEC without on-chain traces. In July, the old pool was urgently closed and forced migration occurred, which was seen as a remedial action rather than a positive development. Wang Chun believes that Zcash being listed alongside Solana and Hyperliquid in market capitalization does not represent that it has the same actual application value; the current price reflects more of a "narrative short squeeze" rather than the network's fundamentals.

According to Whale Alert monitoring, the sleeping Bitcoin transactions that occurred yesterday came from multiple early mining addresses. These addresses mined 50 BTC each at Bitcoin block heights 43361, 43452, 43647, 43680, 43765, 43855, and 43871, totaling 350 BTC. However, according to their research findings, the aforementioned blocks were not mined by Bitcoin's founder Satoshi Nakamoto.