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ITC Crypto founder Benjamin Cowen published a post questioning the bearish outlook for Bitcoin in Q4, stating that from a technical perspective, the current market trend is favorable for bulls. Currently, the price of BTC is less than 1% away from the May peak, making it difficult to draw conclusions about the future market before entering the fourth quarter.

AI predicts derivatives center Fortune Protocol officially launched the AI Lightning Prediction feature in its Agent section.This update further enriches the dimensions of AI predictions and market data. Each prediction round will display UP/DOWN probabilities, AI confidence levels, market price spreads, key influencing factors, and risk information, helping users to better understand AI's judgment on current market trends.At the same time, Fortune has optimized the bi-weekly profit-sharing and refund mechanism, adding bi-weekly profit estimates, profit reconciliation, and refund details, further enhancing the transparency of profit data and fund processing, making it easier for users to understand the profit and refund situation for each cycle in a timely manner.Fortune stated that it will continue to improve the AI analysis, market data, and profit management system in the future, further enhancing the transparency, efficiency, and user experience of trading prediction derivatives.

U.S. SEC Chairman Paul Atkins stated that decisive action will be taken to provide regulatory clarity for American investors and entrepreneurs, regardless of legislation, and said "stay tuned."Previously, the CLARITY Act faced obstacles in advancing in the U.S. Senate, and CFTC Chairman Michael S. Selig also stated that existing statutory authority will be used to continue advancing the formulation of cryptocurrency asset regulatory rules.

The Federal Reserve FOMC economic projections indicate that the median unemployment rate expectations for 2026, 2027, and 2028 are 4.1%, 4.1%, and 4.1%, respectively, down from the June expectations of 4.3%, 4.3%, and 4.2%.

According to Wintermute OTC trader @Jjay_dm, the BTC ETF experienced a net outflow of $463 million, marking the first negative value since the low in June, with ARK and Grayscale accounting for a combined outflow of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% over the week, closing at $76,838, making it the worst-performing asset, while Ethereum dropped 1.5%, and altcoins overall rose by 1%.On a macro level, the U.S. August CPI recorded a month-on-month increase of 0.4% (core 0.3%), higher than the expected 0.2%, and the PPI annual rate reached 5.4%, prompting Goldman Sachs to change its September forecast from "hold steady" to "raise interest rates." The market's expectation for a 25bp rate hike on Wednesday has risen to 87%. Meanwhile, the situation in the Middle East continues to escalate, with Brent crude oil surpassing $105 per barrel, and the 10-year U.S. Treasury yield hitting a 20-year high.Wintermute stated that after the ETF fund outflow turned negative, it tends to hold a neutral rather than bullish stance on the market. This week has two key events: ① On Tuesday, the U.S. Senate will conduct a procedural vote on the CLARITY Act (the cryptocurrency market structure bill), which requires 60 votes to pass; ② On Wednesday, the Federal Reserve will announce its interest rate decision, with the rate hike itself already priced in, but subsequent hawkish statements (especially signals regarding continued rate hikes in the first quarter of 2027) may pose downward pressure on the cryptocurrency market.

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.

According to official news from Fortune Protocol, the third phase of the Fortune prediction trading competition officially started on September 10. Users can accumulate ecological contributions by participating in Fortune prediction trading and gain airdrop weight for the official token after the TGE.Previous reports indicated that Fortune has completed the aggregation of prediction liquidity with multiple platforms such as Predict.fun and Polymarket, and continues to promote brand visuals and product UI upgrades, further enhancing user fluidity, simplicity, and operational experience during the prediction trading process.This event aims to encourage more users to experience Fortune's prediction trading products, participate in the construction of the prediction derivatives ecosystem, and provide corresponding ecological incentives for early participants in the Pre-TGE phase.

The research institution Sage Road Research released an executive summary of "The AI Trade," stating that since the beginning of this year, the Magnificent Seven has underperformed the Russell 3000 index by about 8 percentage points and the MSCI ACWI by nearly 9 percentage points. In July, the CBOE NDX volatility index relative to the VIX reached its highest point since the internet bubble, and after entering a correction, the Nasdaq index saw a 5% rebound over four days. As of the writing of the report, AI company stock prices have dropped 20% from their 52-week highs in June.Companies are struggling to achieve returns on investment amid soaring AI costs, with Uber, Amazon, Meta, and Walmart implementing restrictions on employee AI usage. Model homogenization limits pricing power, and Chinese open-source models have become a cheap alternative to OpenAI and Anthropic. AI capital expenditures have exceeded expectations, with the consensus for 2026 rising from $527 billion at the end of 2025 to about $800 billion by mid-year. Capital expenditures for hyperscale cloud providers in 2027 are expected to account for 3% of U.S. GDP, more than double the peak of 1.2% during the late 1990s telecom fiber construction. Allianz Research calculates that there is nearly a 46% growth gap between AI investment and sales, worse than the 32% during the 2001 telecom bubble.As of June, hyperscale cloud providers and related entities like Nvidia issued $225 billion in bonds, a year-on-year increase of 973.7%. The off-balance-sheet liabilities of tech giants have increased eightfold over four years to $1.65 trillion.

Bitcoin News posted on platform X stating that the International Monetary Fund mentioned that El Salvador has accumulated Bitcoin since June 2025 without using public funds, and this accumulation reflects private donations.El Salvador disclosed in November 2025 that it purchased 1,090 Bitcoins, valued at approximately 100 million dollars, increasing its Bitcoin holdings to 7,474 coins. The International Monetary Fund also stated that El Salvador is improving the transparency of Bitcoin holdings across various wallets and strengthening the governance and risk management of public sector crypto asset holdings.

Crypto KOL Rune posted that his previously disclosed idea of "acquiring a Nasdaq-listed company and tokenizing equity on the Robinhood Chain" is actually a post generated by Claude, and the related data is all fabricated or exaggerated.Previously, Rune claimed to have acquired a 37.4% stake in a certain Nasdaq-listed company for $1.8 million and planned to pair the tokenized stock with a Meme coin.

The blockchain data analysis platform Dune announced that the real-world asset dataset is now online.Dune stated that users focusing on tokenized assets can now access headline data such as total on-chain value, product quantity, and growth charts; this dataset further covers details such as distribution channels, ultimate holders, trading venues, and post-holding usage.Dune has also opened the registration channel for the real-world asset report.

Zhao Changpeng appeared on the podcast "Meanders" and discussed the pressures, adaptability, and lifelong motivation in the cryptocurrency field. When talking about pressure, Zhao Changpeng stated, "I generally do not set goals; I just do my best. This year the market is not good, so the company's performance may decline, but I have tried my best, I did not slack off, and I did not make any major mistakes. I handle problems in the same way.""No matter how difficult the problem is, I just try my best to deal with it. I also believe in simulation theory; I believe this world is simulated, so it’s like a game. It is simulated, but that does not mean this game is unimportant. However, in this game, I just need to do my best; you try your best to handle it, and after handling it, you can only wait, just lie back and win."Zhao Changpeng mentioned the industry, saying, "As for blockchain itself, I think the improvement in performance is still too slow. But because Bitcoin upgrades slowly, it is particularly stable, which is also an advantage. So there are advantages and disadvantages. Many of the ideas we had in the early days had many implementations, many that were not implemented, and many unexpected things happened."Regarding RWA, he said, "Even a year and a half ago, I would have doubted whether RWA could succeed, but now it is growing very fast. To be honest, I might have had some doubts about stablecoins five years ago, wondering how long they could last; at that time, I did not fully understand them. Stablecoins have their own uses. So these things are all things we did not think of before."

The sandwich attack bot operated by JaredfromSubway.eth has extracted a total of 117,007 ETH since March 2023, amounting to approximately $295 million at current prices. In June 2026, an anonymous attacker deployed 66 counterfeit token contracts, using the bot's automated trading logic to steal at least $7.5 million in ETH and stablecoins, transferring the funds to Tornado Cash; the related assets have not yet been recovered.Sandwich attacks are a form of Maximum Extractable Value (MEV): the bot monitors large transactions in the Ethereum public mempool, buys before the target transaction, and sells after the transaction drives up the price, extracting profits from the price difference. As of August 28, the main contract of the bot has received a total of 117,007 ETH.MEV-Boost block construction is concentrated among a few participants, with relay.ultrasound.money, Titan Relay, and bloXroute relays forwarding approximately 85% to 88% of the relevant blocks within a 24-hour window; Titan's builders independently assemble 50.3% of the blocks. The monthly extraction amount from sandwich attacks has decreased from about $10 million at the end of 2024 to about $2.5 million in October 2025.

According to Santiment Intelligence monitoring, since June 3, the ETH exchange platform balance has decreased from approximately 7.69 million to about 6.28 million, a reduction of about 1.4 million, representing a decline of about 18%. Since August 19, another approximately 275,000 ETH has flowed out of the exchange platform, bringing the current balance to the lowest level of this statistical period.During the same period, the BTC exchange platform balance has increased by about 0.25%, currently nearing recent range highs. In this regard, Santiment stated that the decline in ETH exchange platform balance has not stopped due to the price increase; while the ETH price has risen by about 27% since August 16, a large amount of ETH continues to flow out of the exchange platform.