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According to Catcher Predict monitoring, in the prediction market Polymarket for the event "The United States announces the end of the blockade on Iran," the sub-market "September 14" saw the probability of the "Yes" option fluctuate dramatically, soaring from 22.5% an hour ago to the current 42% (a fluctuation of 19.5%). Please note the impact of relevant breaking news.

Chris Marlon, a key executive responsible for data center construction at OpenAI, left the company last week. The "Stargate" project that Marlon was in charge of has faced initial setbacks, leading OpenAI to shift towards collaborating with cloud service providers. Currently, the company is advancing its infrastructure development by leasing complete data center facilities.OpenAI is undergoing executive adjustments in preparation for its IPO in 2027, with several executives having left recently. It is expected that by 2030, spending on computing infrastructure will reach $750 billion.

According to Decrypt, the cryptocurrency market sentiment has entered the "extreme greed" zone, marking the first time since the end of 2024. The crypto fear and greed index measured by CoinMarketCap reached 81 on Sunday evening and has remained at that level, surpassing the "extreme greed" threshold of 80. A month ago, the index was at 36 (fear), and a week ago it was at 41 (neutral), climbing 45 points in just 30 days, nearly erasing all the cautious sentiment accumulated in the first half of 2026.This is also the fastest sentiment shift for the index this year, and it is the only instance since CoinMarketCap began tracking the index where it jumped directly from "extreme fear" to "extreme greed." Alternative.me has tracked the index for a longer period, and its methodology still places the index in the "greed" range (6% away from extreme greed), but the momentum of the sentiment shift is consistent. The index hit a year-to-date low of 5 on February 5, deeply entrenched in "extreme fear," and from that bottom to this week's 81 points, the market has completed a round trip from total capitulation to extreme greed in six months.This sentiment reversal coincides with Bitcoin's performance. Bitcoin rose about 24% in a week, outperforming the overall crypto market, with its share of total market capitalization continuing to rise. The rally began last Wednesday when the U.S. Treasury announced it would double the size of long-term bond repurchases from $2 billion to $4 billion per transaction, weakening the dollar and prompting investors to view Bitcoin as an inflation hedge. After Bitcoin broke through $70,000, short sellers were forced to cover, liquidating over $4 billion in crypto shorts within two to three days;

The number of real-world asset holders on the Solana chain has surpassed 300,000, and the total locked value in DeFi has risen to 10.7 billion USD, but the spot price of SOL has recently fallen from 208 USD to around 187 USD.

RockawayX manages approximately $2 billion in assets and is seeking to raise $150 million for a new liquidity opportunity fund. RockawayX previously acquired the crypto hedge fund Relayer Capital. Relayer Capital founder and former CoinFund partner Austin Barack will continue to serve at RockawayX and will be responsible for managing the fund.The fund will focus on investing in undervalued tokens and crypto-related stocks. Recently, Bitcoin, Ethereum, and Solana have all seen increases of over 20% in the past week. Meanwhile, crypto venture capital firms such as Paradigm and Framework Ventures are incorporating fields like AI and robotics into their investment strategies.

The Federal Reserve discount rate meeting minutes show that 4 out of 12 regional Federal Reserve banks voted in July to support an increase in the discount rate.

The U.S. Treasury Department announced this week that it will include Iran's digital asset industry in the same sanctions framework it has long used to sanction the oil, banking, and financial sectors, further tightening Iran's ability to evade sanctions through cryptocurrency. This action is part of "Operation Economic Outcast," referred to as "Economic D-Day" against Iran, and represents a significant escalation of global risks for cryptocurrency enterprises.According to the new action, the U.S. Treasury's Office of Foreign Assets Control (OFAC) has the authority to impose sanctions on individuals anywhere. OFAC stated that Iran is increasingly using cryptocurrency as a preferred tool to evade sanctions, supporting transactions related to the Islamic Revolutionary Guard Corps and insiders of the Iranian regime. Foreign exchanges, over-the-counter desks, payment processors, and infrastructure providers that knowingly support transactions in Iran's digital asset industry will face the risk of being added to the sanctions list and losing access to the U.S. financial system.OFAC also sanctioned members of a group within Iran's Ministry of Intelligence and Security (MOIS) accused of representing Iran in attacks on critical U.S. infrastructure and published their wallet addresses. The group's co-leader Behzad Mesri and members Keyvan Fayyaz Ghareh Blagh and Arman Kahzadian's Bitcoin and other cryptocurrency addresses have been added to the sanctions list. Previously, Bloomberg reported that Iran had launched Bitcoin-backed insurance services for shipping companies, and the U.S. also froze cryptocurrency assets related to the Iranian regime in July, most of which were Tether stablecoins.

According to Cointelegraph, Metaplanet CEO Simon Gerovich denied selling Bitcoin and expressed an optimistic outlook on Bitcoin's future.Earlier, ChainCatcher reported that the Bitcoin mining company Metaplanet deposited 1000 BTC into Coinbase Prime.

Coinbase's policy head Faryar Shirzad stated that Coinbase has submitted a joint request for comments to the CFTC and SEC regarding the definition of perpetual derivatives products and alternative compliance pathways. He emphasized that it is essential to address the complexities of definitions and overlapping regulatory jurisdictions so that the U.S. can bring relevant activities under domestic regulation.Shirzad pointed out that clarifying the rules helps safely open relevant opportunities to U.S. consumers and maintain the competitiveness of the U.S. against foreign jurisdictions that already have significant first-mover advantages in this field. This response focuses on product definitions and compliance arrangements, aiming to promote the regulation of perpetual derivatives in the U.S.

According to official news, Mantle Vault has officially expanded from CeFi to DeFi, collaborating with Grove, CIAN, and Fluxion to launch a non-custodial yield vault aimed at stablecoin holders. Users can deposit USDC/USDT into Mantle to obtain institutional-level floating yields through the underlying strategy of sUSDS, along with incentives of Fluxion Points and 5.14 million GROVE tokens (with a target APY of up to 6.5%).The vault adopts a conservative non-leveraged structure, with strategies built by CIAN, capital base provided by Grove's Sky Savings Rate, and liquidity entry managed by Fluxion. Previously, Mantle Vault's AUM on Bybit had exceeded $200 million, and Mantle RWA TVL increased from $22 million to $257 million within the year, with DeFi TVL surpassing $755 million.Mantle stated that by expanding into the DeFi space through Mantle Vault, Mantle and its collaborators are committed to enabling all stablecoin holders to access institutional-level yields without borders, free from geographical restrictions and without the need for intermediary access, and all these components can be combined within Mantle's open financial network.

U.S. President Trump stated that all mines in the Strait of Hormuz have been cleared or detonated. The U.S. has notified Iran that any new mining vessels will be destroyed.The U.S. Space Force is monitoring the strait and nuclear facilities, and a zero-tolerance mining policy has been implemented.

According to Whale Alert monitoring, 152,951,179 USDC from the USDC Treasury on the Solana chain has been burned, with an estimated value of approximately 152,979,858 USD.

Due to the decline in crude oil prices easing inflation concerns, U.S. Treasury prices rose, and yields on U.S. Treasuries across all maturities fell by 2 to 4 basis points.Treasury Secretary Yellen announced plans to at least double the scale of Treasury buybacks, with the yield on 30-year U.S. Treasuries having decreased by about 9 basis points to 5.19%.

According to Cointelegraph, Hugging Face disclosed that it experienced an intrusion event driven by autonomous AI agent systems in July. The attacking agent began testing in early May, leaving exploit notes using OpenAI's Artifactory instance, and subsequently launched approximately 17,600 attacks on Hugging Face, affecting its dataset processing infrastructure, production environment, internal network, and cloud credentials. Confirmed customer data access was limited to five datasets related to the ExploitGym/CyberGym benchmark.Hugging Face found during the investigation that due to security barriers imposed by top model providers like OpenAI and Anthropic, the company was unable to use these commercial models for defensive analysis and was forced to turn to running the open-source model zai-org/GLM-5.2 in China, which operates on the company's own infrastructure, ensuring that attacker data and credentials do not leave its environment. The company pointed out that attackers are not bound by any usage policies, while the defense's forensic work is hindered by the barriers of the hosted models.This incident highlights the security paradox between open-weight models and closed models. The article also discusses the ongoing debate regarding the security of open-weight AI, including OpenAI and Anthropic's push to restrict open-source models, as well as researchers' progress in detecting malicious behavior by examining changes in model weights.Hugging Face recommends that defenders prepare models that can run on their own infrastructure before an incident occurs to avoid barrier lock-in and protect attacker data.

According to Businesswire, the Nasdaq-listed company Empery Digital announced its latest balance sheet and data center investment progress, revealing that its Bitcoin holdings have decreased to 1,179 coins.In addition, it also holds approximately $62 million in cash and $35 million in debt.

According to The Information, blockchain infrastructure company LayerZero will launch the blockchain trading platform ATLAS in the fall of 2026, primarily targeting financial institutions, with no consumer-facing applications.ATLAS will be based on the Zero blockchain announced by LayerZero in February this year, initially supporting spot crypto assets and perpetual contracts, with plans to expand to prediction contracts, futures, and options in the future.Citadel Securities, DTCC, and the parent company of the New York Stock Exchange, ICE, are all partners of Zero. LayerZero stated that top global market makers will provide liquidity on the first day of ATLAS's launch.

The market is closely watching Federal Reserve Chairman Kevin Walsh's speech at the Jackson Hole annual meeting this Friday. As U.S. long-term Treasury yields continue to rise, the market generally expects Walsh to possibly release dovish signals to alleviate concerns about inflation and fiscal risks in the bond market.Mark Cabana, head of U.S. interest rate strategy at Bank of America, stated that the market has gradually lost sensitivity to Walsh's previous verbal statements about "fighting inflation," and investors currently hope to see a substantive policy path to address inflation. Meanwhile, Treasury Secretary Basant has recently increased the repurchase of long-term U.S. Treasuries and financed the government through the issuance of short-term bonds, indicating some divergence between the Treasury and the Federal Reserve in managing the bond market.The article points out that Basant's shift of financing pressure to the short end effectively bets U.S. fiscal costs on future interest rate declines. If Walsh can promote interest rate cuts by controlling inflation and boosting productivity, the short-term financing model is expected to reduce government interest expenses; however, if long-term rates remain high, U.S. fiscal pressure may further intensify.The market also anticipates that the Federal Reserve may make adjustments to liquidity management and balance sheet policies. Michael Cloherty, head of U.S. interest rate strategy at CIBC, believes that quantitative tightening could begin as early as the end of 2027, provided that regulatory rule changes can reduce banks' demand for reserves.Currently, the Federal Reserve still holds about $1.6 trillion in long-term U.S. Treasuries. Walsh's statements at Jackson Hole regarding long-term yields, inflation, and the path of balance sheet reduction may become an important signal for assessing the degree of future policy coordination between the Federal Reserve and the Treasury.

YZi Labs announced that its flagship incubation program EASY Residency has selected 24 early-stage companies for its fourth season, with each receiving an investment of $500,000. This season lasts for 10 weeks, starting online and then bringing founders together in Bhutan. The focus this season is on the next generation of global financial infrastructure, covering areas such as stablecoin payments, on-chain foreign exchange, institutional-grade market infrastructure, privacy, credit, and AI-native execution.The themes of the selected teams include stablecoin payments and cross-border settlement, on-chain foreign exchange and credit and new banking, institutional-grade liquidity and market making, digital asset privacy compliance and financial operations, AI agents and automated execution, on-chain financial consumption and enterprise interfaces, as well as AI-native security and creator infrastructure. YZi Labs manages assets exceeding $10 billion, with a portfolio covering over 300 projects in fields such as Web3, AI, and biotechnology.

According to CoinDesk, a price fluctuation of about 3% in tokens on the lending platform Morpho triggered approximately $36 million in liquidations. The incident was caused by a wallet that bought a large amount of the yield token YT-reUSD issued by Pendle, pushing the implied annual yield up to 20% before quickly selling it, resulting in a price drop of about 3% for the corresponding principal token PT-reUSD.Previously, some traders deposited PT-reUSD into Morpho, borrowed stablecoin USDC, and then bought more PT-reUSD in a circular operation, leaving less than 3% of liquidation buffer space for leveraged positions. Morpho uses oracle prices, taking the lower value between the average trading price of PT-reUSD over the past 15 minutes and a fixed path that gradually approaches $1 at maturity. Liquidation is triggered when the market price falls below this curve. Pendle stated that the price source configuration is correct and operates as designed.Steakhouse Financial, responsible for managing the related lending market, stated that its lenders in the treasury were unaffected, with no bad debts incurred, and the proceeds from the liquidation were sufficient to repay the loans. After withdrawing funds during the investigation, Steakhouse reinvested, and the underlying asset reUSD was unaffected.

Arthur Hayes updated on the X platform stating: The FLOP airdrop eligibility will depend on users' testnet activities. The testnet token faucet will be launched on Technocore.chat, and users will need to access it through the DID keys provided by the AI agent.Previously, Hayes revealed that the FLOP is planned for a large-scale airdrop in the fourth quarter of 2026, with an expected 20% of the total token supply to be airdropped to testnet participants, distributed over 10 years------this may be adjusted later, and the purpose of announcing this figure is to collect user feedback. The FLOP token is expected to become one of the top two tokens in the cryptocurrency market.