Bitcoin Asia 2026 在香港会议展览中心继续进行，第二天午间活动举行主题为“无国界数字货币的全球监管，各机构的应对措施”的圆桌讨论。

According to Jin10, SoftBank Group reiterated its demand that Moody's immediately stop issuing unsolicited credit ratings that do not reflect SoftBank Group's true condition.

S&P Global Ratings affirmed China’s long-term sovereign credit ratings at A+ and short-term ratings at A-1, including both foreign-currency and local-currency ratings, with the outlook remaining stable, according to Ming Pao. The agency said the confirmation covers China’s sovereign credit profile and leaves the long-term outlook unchanged.

Anthropic is preparing to launch a research system that lets software control scientific and engineering equipment for experiments, its first tool built for work in the physical world. According to Sina Finance, the Claude chatbot developer plans an IPO and could reach a valuation of $2 trillion. The new tool, called Model Hardware Standards, would let AI agents autonomously operate a wide range of programmable devices, including precision microscopes, liquid handlers, lasers, and robotic arms. Anthropic said it has tested the technology with laboratories and hardware makers in biotechnology, robotics, and quantum computing, including the Howard Hughes Medical Institute, Carnegie Mellon University, Genentech, and QuEra. Anthropic scientist Alec Kemeny said he saw Claude observe living brain tissue for the first time in a neuroscience experiment and used it to locate the alveus, a specific brain structure he had not known well before. Anthropic said it plans to open-source the new technology after further optimization to reduce non-forced errors. Anthropic CEO Dario Amodei said society understands the risks of artificial intelligence in biology less well than risks in areas such as cybersecurity. Anthropic and other AI developers have warned that malicious users could use large models to create new pathogens or biological weapons. In June, Anthropic launched Claude Science for researchers, with uses including rendering protein 3D structures and drug development. Artificial intelligence is becoming increasingly important in drug development at major pharmaceutical companies, including Eli Lilly, which has partnered with Nvidia and invested earlier this year in AI drug developer Insilico Medicine. Meanwhile, Sir Demis Hassabis, founder of Google DeepMind, stepped down from day-to-day management to focus on Isomorphic Labs, the AI drug discovery startup he founded.

Zhang Xiaoquan (301055.SZ) rose 11.68% at the open on August 28 before reversing to close the morning session up 4.54% at 30.88 yuan, giving it a market value of 4.817 billion yuan, according to Jiemian News. The move came after a knife-and-nail-clipper promotional poster bearing the company’s logo spread on social media; the company’s online flagship store said it had not known about the poster in advance and that it was not an official Zhang Xiaoquan advertisement. Jiemian News reported that Zhang Xiaoquan posted first-half 2026 revenue of 557 million yuan, up 17.99% year on year, and net profit attributable to shareholders of 34.6896 million yuan, up 26.14% from 27.502 million yuan a year earlier. Net profit excluding non-recurring items rose 23.11% to 32.7575 million yuan. The company also proposed a cash dividend of 1 yuan per 10 shares, based on 156 million shares, with no bonus shares or capital reserve transfer. The company said its industrial scissors business mainly covers fabric scissors, tube scissors and garment scissors, and that its downstream customers are mainly textile and apparel firms, after denying market rumors that the business had entered the optical module, PCB and new-energy supply chains. In April, Zhang Xiaoquan shares rose for five straight trading days, gaining 45.65% in total.

Capital B issued about 36.22 million shares with attached warrants to global institutional investors at 0.58 euros per share, raising about 21 million euros and netting about 19.9 million euros after related expenses. According to ChainCatcher, the company said the proceeds are intended to support further Bitcoin purchases. Strategic investors in the offering included early Bitcoin developer Adam Back and asset manager TOBAM, while Maxim Group served as sole placement agent. Capital B, a French listed Bitcoin treasury company, said the funds are planned for the purchase of about 270 additional Bitcoins, which would lift its holdings to about 3,415 Bitcoins after the transaction is completed.

American Bitcoin CEO Michael Ho said at a roundtable during the Bitcoin Asia 2026 conference in Hong Kong that the main advantage of buying an actively managed Bitcoin company, compared with spot Bitcoin or an ETF, is betting that management can increase investors' Bitcoin per share. According to Foresight News, he said that buying ABTC or other companies at the event is a bet that Bitcoin per share can rise quarter by quarter, depending on management decisions and capital allocation. Ho said the company views ASIC miners as hard-asset infrastructure for producing Bitcoin and uses existing Bitcoin reserves to operate the miners, creating Bitcoin returns in Bitcoin. Treasury founder and CEO Khing Oei said the company is working with an investment bank to look for treasury companies that trade below net asset value, are too small, and lack a reason to exist independently. He said such consolidation would benefit all parties and would be similar to buying Bitcoin at a price below spot.

French listed company Capital B said it has issued about 36.22 million shares with warrants to global institutional investors at 0.58 euros per share, raising about 21 million euros and net proceeds of about 19.9 million euros. According to Foresight News, strategic investors include Adam Back and TOBAM, and Maxim Group acted as the exclusive placement agent. The company said the proceeds may be used to buy about 270 more bitcoin, which could lift its total holdings to 3,415 BTC.

SoftBank Group Corp. is seeking a $10 billion loan to secure more funding for refinancing debt tied to its investment in OpenAI, according to Bloomberg. People familiar with the matter said the financing would help support the Japanese conglomerate's OpenAI stake.

According to Jin10, the main contract of the CSI 300 stock index futures fell 0.16%, the main contract of the SSE 50 stock index futures rose 0.02%, the main contract of the CSI 500 stock index futures fell 0.32%, and the main contract of the CSI 1000 stock index futures fell 0.03% at midday.

港交所董事总经理兼股票主管Brian Roberts在Bitcoin Asia 2026香港大会炉边对话中分析了香港交易所推出支持实物申赎机制的加密ETF的战略考量。

当红研究机构Citrini Research指出，财政部与美联储正朝着更协调的政策框架迈进，核心逻辑是将政府借贷重心转向短期债券、压缩长期美债供给，为30年期美债上涨行情铺路。

Twenty One Capital 首席执行官Rapha Zagury在香港Bitcoin Asia 2026大会上带来主题演讲，探讨了挖矿重置背后的驱动因素，以及对矿工、投资者和比特币长期安全模型的影响。

对于已经持有大量 BTC 的投资者来说最重要的就是降低保管风险。所以对于资产规模已经很大的投资者来说，变成 IBIT 确实可以规避很多安全上的问题。

Bitcoin Asia 2026 在香港会议展览中心继续，第二天上午的活动中举行主题为“沿着比特币的发展轨迹：人工智能是否会成为下一个变革性技术”的圆桌讨论。

沃什将于周五在杰克逊霍尔发言，但预计延续其惯常的模糊风格，不发出明确信号。分析认为真正的交易窗口或在9月3日，理事沃勒将就通胀前景发言，距FOMC静默期仅余两天。

ChatGPT Work can now log into supported password-protected websites through a secure cloud browser after users enter their details themselves. The agent can then stay signed in through cookies and complete tasks, while OpenAI says it cannot see or store the user’s login credentials.

区块链正在加速变成传统金融基础设施的重要组成部分。

Ethena显然想同时解决"业务能不能做大"和"ENA值不值得拿"两个问题。