Strategy创始人兼执行董事长Michael Saylor与CEO Phong Le参加了投资者直播问答，并回应了市场中的一些热点问题。

According to Wallstreetcn, Iran's Islamic Revolutionary Guards said a supertanker caught fire and stopped sailing after being hit by two mines in the Strait of Hormuz, and said the vessel was trying to illegally pass through the southern part of the strait.

Black Sesame Technologies (02533) said its interim loss widened to RMB 770 million for the six months ended June 30, 2026, compared with RMB 762 million a year earlier, and it will not pay an interim dividend. According to ETNet, revenue rose 81.3% to RMB 458 million in the period, while adjusted net loss under non-IFRS measures widened to RMB 643 million from RMB 549 million a year earlier. Basic loss per share was RMB 1.18.

United Energy Group (00467) reported interim net profit of HK$953 million for the period ended June 31, 2026, up 28.7% from a year earlier, with basic earnings per share of 3.71 HK cents and no interim dividend, according to ETNet. The company said in its formal announcement that further details of the results are available in its official notice.

A Solana-based token called Trump Digital GOLD briefly soared to a multimillion-dollar valuation after appearing on a Trump-linked social media account, only to collapse by roughly 99% as a concentrated group of wallets sold a huge portion of the token supply.

According to Jin10, Iran's Islamic Revolutionary Guard Corps said a very large tanker caught fire and stopped sailing after being hit by two naval mines in the Strait of Hormuz. The Guard Corps said the tanker was trying to illegally pass through the southern Strait of Hormuz and stressed that vessels must comply with its rules for transit through the strait.

AI-related uncertainty and shifting macro narratives are driving sharp swings in major U.S. stocks, while gold and Bitcoin have also gained more than 10% and 20%, respectively, over the past month and week. According to ChainCatcher, the market is increasingly reacting to earnings reports and major commentary as investors debate whether AI stocks are in a bubble or still supported by strong demand. Nvidia rose nearly 9% after its latest earnings report and comments from CEO Jensen Huang about an AI inflection point. SK Hynix CEO Kwak Noh-Jung said global memory chip shortages are expected to last until the end of 2030, adding that oversupply risks remain low and that AI customer demand is still strong. The article argues that investors focused on long-term themes may prefer assets tied to AI, gold, and Bitcoin rather than short-term trading around weekly price moves.

The crypto market recovered over the past week, with total market capitalization rising from $2.21 trillion to $2.64 trillion and daily trading volume briefly climbing from $40 billion to $162 billion. According to ChainCatcher, daily volume has since eased to about $109 billion, and whether it can stay above $100 billion is seen as a key test of market momentum. Stablecoin market capitalization remains an important gauge of fresh fiat inflows, but overall growth has been limited, with only USDC posting a modest increase. According to ChainCatcher, similar inflows seen between August 2024 and October 2025 have not reappeared, making stablecoin expansion a key indicator of whether the rally is being driven by new capital or short-term leverage. Bitcoin’s market dominance has held around 58% to 60% in recent months and edged higher in August. According to ChainCatcher, options market data also turned more bullish, with Bitcoin options skew moving from deeply negative to positive for the first time since October 2025, while September implied volatility rose from 33.8% to 41.1% before easing to 38.5%. Bitcoin is facing short-term technical resistance between $78,214 and $82,139, while $70,973 is described as an important support level. According to ChainCatcher, a sustained move above $82,000 could improve risk appetite further, but the broader trend still needs confirmation from trading volume and capital inflows.

According to Reuters, Korea Herald and HKET, Asian equities weakened at midday Monday as hawkish comments from Federal Reserve Chair Kevin Warsh revived rate-hike bets and a climb in oil prices added risk-off pressure, hitting semiconductor names hardest. Tokyo's Nikkei 225 was down 1.01% at 65,737.57 as of 12:32 UTC, having tumbled as much as 1,500 points in the morning to breach 65,000 before paring losses; the morning session ended off 1,043.96 points at 65,361.60. Chip-related shares led the retreat, with Advantest sliding about 6% and Tokyo Electron off around 3%, while Sony gained 2.16% and Kioxia edged higher. The yen firmed to about 159.77 per dollar. Seoul's KOSPI trimmed a sharp opening drop of 2.58% to trade 1.60% lower at 6,680.21 as of 12:31 UTC. Samsung Electronics fell about 2.5% and SK hynix eased roughly 2.2%, while refiner SK Innovation jumped nearly 6%. Bank of Korea Governor Shin Hyun-song said the won had grown more resilient to external shocks. Hong Kong stocks fell 182 points, or 0.71%, to a half-day close of 25,402.36, with the Hang Seng Tech Index down 1% at 4,557 on turnover of HK$138.15 billion. Mainland banks bucked the decline, as Bank of China rose more than 5% to a record and China Construction Bank added over 3%; Meituan gained 1% after results, while BYD dropped more than 6% following a 21% first-half profit slide and Zijin Mining lost over 5%. Taiwan's TAIEX fell 1.32% to 45,717.85 as of 12:31 UTC, breaking below 46,000 after sliding as much as 745 points at the open on MSCI rebalancing effects; TSMC eased 1.45% to NT$2,385 and MediaTek fell 3.14%. In mainland China, the Shanghai Composite closed the morning down 0.2% at 3,944, the Shenzhen Component off 1% at 13,812 and the ChiNext Index down 1.29% at 3,380, with property counters weak. Official data showed China's August manufacturing PMI improved.

China's property stocks and real estate ETFs jumped at the open on August 31 after a package of housing reforms released on August 28, according to Jiemian News. I Love My Home (000560.SZ), Worldunion (002285.SZ), Xiangjiang Holdings (600162.SH), Shenzhen Properties A (000011.SZ) and China Communications Construction Development (000736.SZ) all hit limit up early in the session, while Tef Services (300917.SZ) rose by the 20% daily limit. By the midday close, Tef Services was up 10.26%, Shenzhen Properties A gained 10.05%, I Love My Home rose 9.85%, Worldunion added 5.58% and Vanke A (000002.SZ) was up 1.9%. The catalyst was a set of reforms covering home sales, credit rules and industry financing. On August 28, China's central bank and the National Financial Regulatory Administration issued a notice that extended the maximum term for individual home loans from 30 years to 40 years. The notice also said project funds must be managed through a lead bank during development, with one bank assigned to each property project. For development loans arranged by the lead bank alone or as arranger, pre-sale project loans should generally not exceed three years and may not exceed five years, while existing-home sale projects should generally not exceed five years and may not exceed seven years. The reforms also delay the disbursement of mortgages for newly built homes: loans for completed-home sale projects will be released after sales filing, while loans for pre-sale projects will be released only after completion filing, reducing the risk of buyers paying before receiving homes. Later on August 28, China's Ministry of Housing and Urban-Rural Development, the Ministry of Natural Resources and the National Financial Regulatory Administration and other departments released additional policy documents. A notice on commercial housing sales said projects on newly transferred land, and projects on transferred land that have not yet obtained a construction planning permit, should prioritize existing-home sales; if pre-sales are used, each building must have topped out structurally, and buyers' down payments and mortgage funds must be placed in escrow accounts until completion acceptance and supporting utilities are ready for delivery. A trial rule on individual home loans raised the ceiling for the ratio of all debt payments to income from 55% to 60%.

Lithium producers from China to Australia posted bumper profits as demand from the fast-growing energy storage sector lifted prices for the battery metal, according to Bloomberg.

Stablecoins are not a "boy who cried wolf"; they have already become a real part of economic life. Instead of simply guarding against them, we should proactively design rules to ensure that compliant stablecoins serve the real economy, while resolutely cracking down on illegal "underground stablecoins."

Cronos halted its blockchain after an attacker exploited Tectonic by manipulating the TONIC token price and draining up to $75 million, with around $60 million left trapped on the network. Crypto.com said its app and exchange were unaffected, while Cronos and Tectonic investigate the attack and decide how to recover the frozen funds.

OpenAI is reportedly on a Mac buying spree, purchasing tens of thousands of units at a time. What kind of AI business can't be handled by Nvidia GPUs and Google TPUs, requiring Macs instead?

No known cybercrime group has claimed responsibility or listed Hasbro on a leak site

In three months, OpenAI's model gave birth to three secret artificial intelligence civilizations. The role played by this civilization is Astra, OpenAI's next-generation model, which is about to be officially launched.

Throughout this bear market, the price support at the bottom has remained effective. If the weekly closing price rises above the 50-week moving average, a key resistance level, it could be a strong signal that the market has bottomed out.

Walsh anchored the 2% PCE target, with financial conditions not yet restrictive, and market pricing accelerating towards tightening.

A forced dovish stance might not be a good thing and could cause even greater trouble. If Warsh remains slow to act in the face of consistently high-pressure data and converging expectations, it could lead to a greater crisis of confidence and cause a greater shock to the US Treasury market.