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The Asian bond market is expected to follow the decline of U.S. Treasuries, as the U.S.-Iran standoff keeps oil prices high, exacerbating inflation concerns and increasing market bets on further interest rate hikes by the Federal Reserve.New Zealand government bonds opened lower, and Australian government bond futures may decline. The benchmark 10-year U.S. Treasury yield briefly rose by 11 basis points to 5.27%, reaching a new high in 19 years; the 30-year yield rose to 5.55%. Morgan Stanley analyst Chris Larkin stated that the market's focus may still be on interest rates and energy prices.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale invested $240,083.34 in a single bet on "Belgium vs. France" for "France." Based on the current transaction price, the latest corresponding winning probability for this bet is 56%.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket. A large whale invested $98,695.17 in "Spain" for the "England vs. Spain" event. Based on the current transaction price, the latest corresponding winning probability for this target is 55%.

According to Catcher Predict monitoring on-chain data, there is a prediction of significant capital movement in the Polymarket market. A large whale invested $68,022.36 in the event "Dota 2: Xtreme Gaming vs LGD Gaming (BO3) - PGL Wallachia Playoffs" for the "Game 2 Winner." Based on the current transaction price, the latest corresponding winning probability for this target is 54%.

A data center developer supported by an affiliate of Blue Owl Capital announced a bond issuance to raise $1.1 billion, betting on AI computing power, to fund the Digital Drive data center project near Richmond, Virginia. This data center has an IT capacity of 76 megawatts and will be fully leased by CoreWeave under a 15-year, $2.94 billion contract, expected to be operational from 2027 to 2028.

According to Fortune, the venture capital firm Solari Capital has officially announced its emergence from stealth mode. Founder AJ Scaramucci (son of Anthony Scaramucci) has deployed approximately $350 million since the company's inception, covering early-stage investments, late-stage growth rounds, and internal incubation businesses.Solari is focused on four major tracks centered around the core argument of "programmable reality": programmable intelligence (AI/large models, including xAI, Suno), programmable biology (gene therapy, longevity technology, including Tessera Therapeutics, Cambrian Bio), programmable materials (aerospace, energy, robotics, including Varda Space, Northwood Space), and programmable finance (blockchain infrastructure, DeFi, including Genius Terminal, Architect Financial). In addition, Scaramucci has included collectibles (comics, trading cards, dinosaur fossils) in the investment landscape, viewing them as "cultural value storage" assets alongside gold and Bitcoin, and claims that this market has a scale of $25 trillion, which has not yet been fully tapped by institutional capital.The investor lineup behind the company includes well-known Silicon Valley figures such as Ron Conway, Jim Breyer, and Eric Schmidt.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale invested $63,133.59 in the event "Valorant: TYLOO vs G2 Esports (BO3) - VCT Championship Group C," betting on the "Match Winner." Based on the current transaction price, the latest corresponding winning probability for this target is 35%.

According to a report by The Wall Street Journal, the construction of artificial intelligence is becoming the largest economic bet in American history, surpassing investments in railroads, highway systems, and internet infrastructure. The report states that spending on data centers has exceeded the combined expenditures on canals, railroads, and power grid construction, and this related construction is driving inflation while creating jobs and wealth.Economist Stijn van Nieuwerburgh, in estimates published by the Brookings Institution, shows that total investment in data centers and related artificial intelligence infrastructure is expected to reach $10.3 trillion from 2025 to 2032, averaging about 3.6% of GDP annually. The report states that the U.S. economy has never been so dependent on the construction of a single industry. Goldman Sachs estimates that by 2026, U.S. investment in artificial intelligence will reach 1.9% of GDP; the last time a single new industry accounted for a larger share of the economy was during the railroad boom in the late 19th century.The estimates list the average annual infrastructure spending as a percentage of GDP as follows: canals from 1836 to 1841 at 0.66%, railroads from 1870 to 1890 at 2.24%, electrification from 1905 to 1925 at 0.5%, highways from 1956 to 1973 at 1.13%, telecommunications and fiber optics from 1996 to 2003 at 1.1%, and artificial intelligence from 2025 to 2032 at 3.63%. The report also states that this investment is transforming various sectors of the economy, creating hundreds of thousands of jobs and producing new billionaires, while also carrying significant risks, as a large portion of it is supported by debt.

The stablecoin giant Tether's Tether AI Research today released QVAC Genesis III, a synthetic training dataset aimed at the fields of science, technology, engineering, and mathematics, with a scale of 19.143 billion tokens, covering 159.6 million documents.It is reported that Tether hopes to enhance the reasoning and teaching capabilities of small AI models, allowing more AI assistants to run directly on laptops, mobile phones, and local servers, reducing the ongoing reliance on large cloud models.Genesis III continues the data lineage of Genesis I and Genesis II, covering 19 curriculum-related fields including biology, chemistry, physics, mathematics, computer science, medicine, electrical engineering, and machine learning, aimed at high school, university, and professional applications. Tether states that the dataset will focus on training models to explain problem-solving paths, identify erroneous reasoning, and provide corrections, rather than just outputting final answers.According to Tether's disclosed test results, a 1.7 billion parameter model trained with Genesis III option-level data achieved an effective answer rate of 99.45% in relevant benchmark tests. Compared to the Cosmopedia-v2 training model of similar token scale, Genesis III improved scores on the ARC-Easy, ARC-Challenge, and MMLU STEM benchmarks by 28.57, 21.35, and 15.03 percentage points, respectively.

The British pound fell to a 12-week low against the US dollar due to the Bank of England's cautious stance on interest rate hikes, contrasting with the Federal Reserve's tightening policy.The Federal Reserve raised interest rates by 25 basis points last week and hinted at at least one more rate hike this year, strengthening the dollar. The Bank of England kept rates unchanged last week, causing the pound to drop by as much as 0.6%, reaching a low of 1.326 dollars.

The research report from Shenwan Hongyuan indicates that in the second half of the year, the core fluctuation range of the 10-year U.S. Treasury yield may be between 4.5% and 5%. The U.S. dollar index is positively correlated with oil prices in the short term, and the U.S.-Iran conflict may lead to upward pressure on the dollar index.Inflation expectations linked to oil prices are the core variable for short-term interest rates, potentially falling back to 4.3% in an optimistic scenario, while in a pessimistic scenario, it may exceed 5%.

According to The Information, citing informed sources, DeepSeek CEO Liang Wenfeng listed training large models with domestic chips such as those from Huawei as one of the company's biggest bets at the latest closed-door investor meeting, stating that this must succeed. DeepSeek expects to receive a new batch of Huawei chips for training as early as the fourth quarter of this year, although the specific models and quantities have not been disclosed.Liang Wenfeng believes that Huawei chips are expected to catch up with Nvidia in just a few years and hopes that DeepSeek will adapt to hardware beyond Nvidia in advance. DeepSeek is still using Nvidia chips to train models. In May of this year, Liang Wenfeng estimated that training the top-tier large models would require about 50,000 Nvidia GB300 chips, while switching to Huawei Ascend 950 would require about 200,000 chips, with the biggest issue at that time being insufficient supply from Huawei.

The Cyber Investigation Department of the Gangwon Special Self-Governing Province Police Agency in South Korea has identified 26 Polymarket users by analyzing public blockchain transaction records and on-chain open-source intelligence, and has filed cases against them for suspected illegal gambling. Among them, 18 have been referred to the prosecution, with a total bet amount of 12.7 million USD, and the highest single user bet reaching 4.1 million USD.The police launched a preliminary investigation in March and began filing cases against the involved individuals in May; the South Korean Communications Commission only ordered the blocking of Polymarket on August 18, and the transactions under investigation occurred while the platform was still accessible. The police are advancing the investigation based on Article 246 of the South Korean Criminal Code.

The total value of the commercial crew transportation capability contract signed between the National Aeronautics and Space Administration (NASA) and SpaceX has increased to $5.92 billion.The contract modification amount is $946 million, covering three missions and related mission services, with the contract execution period extending until 2030.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the market Polymarket. A large whale invested $680,048.32 in "Real Betis" during the event "Real Betis vs. Getafe." Based on the current transaction price, the latest corresponding winning probability for this target is 65.01%.