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Market news reports that Anthropic is collaborating with NVIDIA (NVDA.O) to conduct research on AI safety.

AMC CEO Adam Aron posted on the X platform again naming Robinhood CEO Vlad Tenev and Chief Legal Officer Dan Gallagher. He stated that Robinhood had previously expressed support for the U.S. Securities and Exchange Commission (SEC) regarding the tokenization of U.S. stocks, believing that tokenized stocks should have voting rights and that companies should have the option to opt-out.Adam Aron also pointed out that it would be very "hypocritical" if Robinhood did not apply the same principles in its overseas operations, and he urged them not to go against the SEC's stance, "do not openly disrespect and provoke the SEC."

The research leaders of OpenAI, Anthropic, Meta Platforms, and Microsoft have called on policymakers to review the progress of their respective companies in the automation of artificial intelligence research.Researchers pointed out in their paper that the automation of AI research could trigger an "intelligence explosion," with the pace of technological evolution potentially exceeding human understanding, and suggested that policymakers increase transparency.

According to Bloomberg, China has expanded overseas travel restrictions for top AI private sector talent to include their family members. Sources say that for executives of AI companies deemed critical to national security, their immediate relatives such as spouses and children must obtain official approval in advance even for short-term trips abroad. Relevant departments have begun notifying affected individuals and will gradually enhance the list of restrictions on AI talent leaving the country. The Ministry of Industry and Information Technology of China did not respond to requests for comment.Previously, China's new "Regulations on Exit and Entry Administration" took effect on September 15, which imposes exit restrictions on individuals suspected of endangering national industrial and technological security. Reports indicate that concerns over the outflow of key technologies and talent intensified after Meta attempted to acquire Manus for $2 billion, ultimately leading to an order to cancel the deal and requiring certain tech companies to refrain from accepting U.S. capital investment without approval.

On September 24, Zach Pandl, the research director of the cryptocurrency asset management company Grayscale, published an article in the column The Stack stating that in the wave of artificial intelligence, the demand and supply paths for the computing power required to train, run, and operate models are diverging. Grayscale believes that this imbalance favors owners of already powered and operational computing capacity and brings growth-oriented investment opportunities.Zach Pandl stated that digital demand can expand instantly, but physical infrastructure such as electricity, data centers, chips, memory, and cloud services takes years to approve, access, and build. When artificial intelligence agents perform multi-step tasks, they may consume 5 to 50 times more compute tokens than typical chatbot interactions, and increased application layer activity will transmit to the underlying computing infrastructure.The article cites data from the International Energy Agency and Lawrence Berkeley National Laboratory, stating that data centers are expected to account for about half of the growth in electricity demand in the United States by 2030, and new projects may take more than five years to connect to the grid. Even if electricity is secured, permits, specialized labor, electrical equipment, cooling systems, GPUs, high-bandwidth memory, and networks are still needed. Continuous value will flow to power producers, data center operators, and artificial intelligence cloud service providers that can convert electricity into computation.

User choblin29 posted that Boris Power, the head of application research at OpenAI, stated that the company has 80% to 90% of its research focused on GPT-7, GPT-8, and subsequent models. Power believes that improvements within the same generation of models are viewed internally as very short-term investments that can be used to accelerate current learning, but not as a long-term strategy.According to the post compiled, the relevant path is to first build large cutting-edge models, then use them as teacher models to distill into smaller, cheaper models. Power mentioned that GPT-6 Astra could be distilled into models like Luna and believes that a better way to build small specialized models might be to first train a more capable general model. He also stated that the current biggest issue is not model performance; most users still do not understand the work that existing AI is already capable of completing.

According to Catcher Predict monitoring, in the market prediction event "Seahawks vs. Commanders" on Polymarket, the "Commanders" option in the sub-market "1H Spread -16.5" has experienced significant fluctuations in winning probability, soaring from 3.95% an hour ago to the current 25.15% (a fluctuation of 21.2%). Please note the impact of related breaking news.

According to monitoring by the head of Galaxy Research, the COLDCARD Seed Entropy theft incident has resulted in 1,830 BTC being stolen, involving three rounds of attacks and over 30 smaller related signs.A total of 256 victims have reported their situations to GLXY Research, with a median loss of 1.1 BTC, and the tracking of the attackers is still ongoing.

According to informed sources, the Trump administration is considering launching an overseas stablecoin program, which may take the form of a joint venture with private enterprises. The Department of the Treasury, the State Department, and the U.S. International Development Finance Corporation (DFC) may all participate to expand the use of the U.S. dollar and support demand for U.S. Treasury bonds.Tether's latest reserve report shows that as of June 30, it directly holds $11.496 billion in U.S. Treasury bonds, with total reserve assets of $18.775 billion, exceeding liabilities by $4.11 billion. The plan has not yet established a partnership with Tether and has not yet become an officially operational project.

According to The Block, Circle's Chief Financial Officer Jeremy Fox-Geen plans to step down after more than five years in office, with an expected departure by the end of December, unless the company identifies a successor earlier. Circle stated that it has engaged an executive search firm to initiate the recruitment process for a new CFO.

OpenSea Chief Technology Officer (CTO) Chris Maddern posted on the X platform in response to the impact of the security incident involving Magic Eden and Limit Break, emphasizing that OpenSea's systems and smart contracts have not been affected. Currently, the affected ERC-721 NFTs have been marked on OpenSea and cannot be sold.For any newly discovered exploited NFTs, OpenSea will also automatically mark them to restrict attackers from obtaining related offers.

According to a report released by Spartan Capital, Robinhood Chain will launch its mainnet on July 1, 2026. By the end of August, the on-chain DEX trading volume had risen to $1.5 billion, with a TVL increasing to $711 million, and on-chain gas revenue in August reached $6.6 million.The report shows that most of the trading volume in August came from Uniswap, with a single-day on-chain fee reaching $2.1 million on August 31. Robinhood is responsible for running the sequencer and receives about 90% of the on-chain fees. After deducting Ethereum settlement costs and the 10% licensing fee paid to Arbitrum DAO, the net income for August was approximately $6 million. Regarding Robinhood Earn, users deposit USDG and borrow through Morpho, with the deposit scale increasing from $9.5 million on July 1 to $456 million on August 31, accounting for 68% of Robinhood Chain's TVL at the end of the month. Users can earn an estimated annualized yield of about 7%, while the yield on the loan side was approximately 3.7% at the end of August, with the difference subsidized by reward funds provided by Morpho and its lending partners.Meanwhile, the Meme ecosystem of Robinhood Chain is growing rapidly. By the end of August, over 340,000 tokens had been issued on-chain, with application layer transaction fees reaching $114 million in August. The report states that the trading volume of Meme and tokenized stock trading pairs is also growing rapidly, with the trading volume of Meme tokens paired with Robinhood Stock Tokens reaching $518 million in August. The report points out that the current trading activity on Robinhood Chain is still mainly driven by crypto-native users, and Robinhood's own 27 million funded accounts have not yet been migrated to the chain on a large scale. The gas subsidies in the Robinhood wallet will continue until September 29, and the Earn yield is also planned to be gradually reduced.

On the morning of the event "Intelligent Payment Qianhai · Welcoming APCE" held on that day, Tencent announced the official launch of TenPay Go, the first payment application for overseas users coming to China. This tool supports foreign card payments, Apple Pay, and other payment methods for individuals coming to China to make purchases within the WeChat Pay merchant network.According to Caixin, TenPay Go has currently partnered with seven major international card organizations, including UnionPay and VISA, and can bind nearly 60 overseas wallets. TenPay Go will also collaborate with Shenzhen Tong to create a transportation card service, which can be activated for immediate use by overseas individuals, allowing them to scan codes to take the Shenzhen subway and buses, with internal testing expected to launch in late September.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Houston Astros vs. Seattle Mariners," the option "Seattle Mariners" in the sub-market "Spread -1.5" has experienced a sharp fluctuation in winning probability, dropping from 35% an hour ago to the current 18% (a fluctuation of 17%). Please note the impact of related breaking news.

According to Bloomberg, informed sources revealed that the Trump administration is considering promoting the use of dollar-denominated stablecoins overseas to solidify the dollar's status as a global reserve asset.The U.S. government is also exploring the establishment of joint ventures with private companies and supporting stablecoin projects to maintain the dollar's monetary dominance and enhance demand for U.S. Treasury bonds.

The digital credit protocol Apyx announced on September 23 that the TGE of the governance token APYX has been postponed to after the originally scheduled date of October 13, 2026, when rewards were planned to be distributed to Season 1 and Season 2 participants. The reasons for the delay are twofold: the core reserve asset STRC has experienced the deepest and longest drawdown in its brief history, the protocol has not been interrupted, and the Chainlink on-chain NAV, proof cadence, minting, and redemption are still operating under existing terms, but the volatility of digital credit exceeds the range shown by its short history, requiring more time to address; multiple institutions have proactively reached out, hoping to use their infrastructure to bring their assets on-chain.The additional time will be used to strengthen the core protocol and to build a broader RWA platform V1 before the TGE. Digital credit remains the reserve anchor and source of yield for apyUSD, with custody, proof, on-chain NAV, redemption, and compliance frameworks being opened to other issuers and asset types. Apyx stated that the zero-fee, instant redemption, government bond-backed aptUSD has been launched, making it the first asset in the ecosystem not derived from digital credit. The Pips plan will continue, and Season 2 will no longer end on the originally scheduled date of October 11; the accumulation under the existing multiplier will remain uninterrupted, and positions, commitments, Curve and Pendle positions, and lending positions will continue to score without any action required.Due to the extended accumulation period, the airdrop allocation for Season 2 has increased from 6% of the total supply to 9%. The new end date will be confirmed along with the new TGE date, and it will not end without prior notice. The allocations for Season 1 and Season 2 will still be fully unlocked at the TGE.

In the seventh live broadcast of the Huobi Expert Lecture, HTX Research asset analyst WZ pointed out that in the past, people were accustomed to explaining Crypto with Crypto, but today, the variables that determine the next phase of Crypto are increasingly occurring outside of Crypto. This marks a new pricing cycle that Crypto is entering.On the policy level, WZ believes that although the Clarity Act, which has systematic characteristics, is hindered in the Senate due to the need to secure bipartisan votes and issues involving the Trump family's interests and stablecoin profit distribution, U.S. crypto regulation has not stalled. For instance, the SEC recently released an "innovation exemption" plan that allows compliant institutions meeting certain conditions to tokenize specific stocks, accelerating the integration of traditional finance and crypto.On the macro level, WZ stated that the situation in the Middle East and the blockage risk in the Strait of Hormuz have raised the "risk premium" of crude oil. Rising oil prices can trigger inflation expectations, which in turn affect U.S. Treasury yields and global liquidity. When energy prices remain high and interest rates stay elevated, the upward potential for risk assets like Bitcoin may be constrained.WZ also pointed out that in this cycle, the direct inflow and outflow of ETF funds have changed the traditional logic of capital overflow, making a "general rise" pattern for altcoins difficult to achieve. However, in the new cycle, assets with a "new narrative" and strong consensus will still experience independent upward trends.

Galaxy Research Director Alex Thorn posted on X: The U.S. spot Bitcoin ETP saw a net inflow of $1 billion yesterday, marking the largest single-day inflow of 2026 so far.Alex Thorn stated that this inflow has pushed the net flow positive for the first time since April this year. The accompanying image title is "Bitcoin ETF Fund Flow Turns Positive This Year."

According to the Citi Research podcast, Citi's Global Macro Strategy Head Dirk Willer and the Head of Quantitative Global Macro and Asset Allocation Team Alex Saunders engaged in an in-depth discussion about recent market dynamics. The two strategists pointed out that most central banks currently maintain a hawkish stance, but the Bank of Japan unexpectedly released dovish signals, which have a key impact on the USDJPY trend.Meanwhile, Bitcoin has shown a significant rebound recently, which may indicate a new round of changes in digital asset investment strategies in 2026, as institutional investors' interest in the crypto market continues to rise.