The Pentagon is negotiating a loan of about $5 billion to AI cloud computing startup FluidStack to strengthen the U.S. data center supply chain. According to ChainCatcher, the reported financing would support infrastructure tied to artificial intelligence cloud computing.

According to Wallstreetcn, EU lawmaker Peter Liese, who is leading reforms of the European Union Emissions Trading System (ETS), will propose market intervention if the three-month average price of carbon allowances rises or falls more than 25% from the previous year's average. If prices move above that threshold, 25 million allowances would be released from the Market Stability Reserve (MSR); if prices fall by that amount, 25 million allowances would be placed into the reserve. Liese's report will also include other adjustments, including changing the pace at which the emissions cap is reduced, rewarding companies that decarbonize faster with more free allowances, and supporting industries covered by the EU Carbon Border Adjustment Mechanism (CBAM).

U.S. Treasury yields climbed to multi-year highs, drawing buyers to a $22 billion 30-year bond auction. According to Sina Finance, yields across maturities rose 7 to 15 basis points, with the 30-year yield reaching its highest level since 2007 and the 2-year yield hitting 4.58% for the first time since 2024. Brent crude rose above $107 a barrel as Middle East tensions deepened supply concerns. According to Sina Finance, the global benchmark gained more than 6% at the close on Thursday and briefly topped $108 intraday, while WTI futures settled above $102 a barrel for the first time since May. Apple used its Wednesday keynote to unveil the iPhone Duo foldable phone and highlight its AI strategy. According to Sina Finance, CEO John Ternus said the iPhone sits at the center of a broader ecosystem of intelligent features and experiences. Nvidia CEO Jensen Huang said cybersecurity will be AI's next major market. According to Sina Finance, he made the remarks at a Goldman Sachs technology conference in San Francisco and dismissed concerns that some transactions may be circular. U.S. producer prices rose 0.4% in August, the biggest monthly increase since May. According to Sina Finance, the Labor Department said the index rose 5.4% from a year earlier, while core PPI increased 0.2% month over month and 4.6% year over year. The Pentagon's chief technology officer dismissed warnings about AI risks. According to Sina Finance, Emil Michael referred to a social media post by former Anthropic engineer Jacob Coxon and said fears about AI destroying humanity amount to fear of data centers and change.

Oracle said its cloud infrastructure revenue jumped 121% year over year to $7.4 billion in the fiscal quarter, above analysts' average estimate of $7.19 billion. According to Sina Finance, the company also said it added more than $30 billion in new AI cloud contracts and that its stock rose more than 6% after hours. Oracle reported fiscal-quarter revenue rose 30% year over year to $19.3 billion, while adjusted earnings per share came in at $1.92, above analysts' average estimate of $1.75. Chief Financial Officer Hilary Maxson reiterated that capital expenditures for the fiscal year through May 2027 are expected to be $70 billion, plus another $20 billion to $25 billion for prepayments on certain components.

Trezor said an unauthorized actor accessed Brevo and used its domain to send phishing emails to 347,000 customers. According to NS3.AI, the emails asked recipients to download an app and enter their wallet backup. Trezor said it took down the domain within 20 minutes. The incident follows the exposure of data from 11,742 customers last month.

According to Jin10, U.S. Treasury Secretary Bessent said investors did not demand an extra premium for holding longer-dated debt, and that the buyback size did not reach the amount he had previously mentioned because the Treasury only buys when prices are cheap.

PayPal has launched PYUSDx with stablecoin infrastructure project M0 and crypto payments platform MoonPay, allowing businesses to create stablecoin-based products within days. According to Odaily, the platform has processed more than $100 million in transaction volume, and Saturn, Concrete, and Cap have already used the technology to launch products. M0 co-founder and CEO Luca Prosperi said PYUSDx leaves the product layer to developers, allowing different companies to build different products on the same technology. USD.AI and Fairblock were also listed as related projects. PayPal senior vice president and general manager of crypto May Zabaneh said the stablecoin market is maturing quickly. On September 10, the total stablecoin market capitalization was about $305.25 billion, with USDT accounting for 60.07%, while PYUSD had a market capitalization of about $2.814 billion and ranked eighth. Companies can issue brand digital dollars backed by PYUSD and set rules for them, with the option to redeem them for PYUSD when needed.

从机器支付轨道到自主采购网络，一场围绕「谁来装备买方」的基础设施迁移。

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日本 30 年来首次突破 3% 的国债收益率正在引发全球警报。

Anthropic 上市前夕，值得关注的 AI 代币。

一笔约3.2亿美元的异常提款，把Liquid Network推上了风口浪尖。

LAPTOP 把 2% 代币送给部分 TRUMP 亏损地址，像是在补偿上一跤；但极薄的初始流动性与不对称筹码分配，又把受伤者带回熟悉的名人币陷阱。

币股配对，已经不是单一公链的孤立现象，而是Robinhood Chain、Solana、BNB Chain三条主流公链几乎同步跟进的一次行业级叙事。

贝森特本周高调喊话压制日元空头，同时将美债回购上限扩至 60 亿美元。结果日元涨了，但美债跌了。

真正的检验，不是 ZEC 能不能再冲一个新高，而是当空头不再被迫止损、获利盘开始兑现之后，市场还愿不愿意用今天的价格接住它。

The attackers allegedly didn’t exploit Bitcoin, crack a wallet or break its cryptography. They impersonated trusted companies, manipulated a victim and obtained the credentials needed to take more than $245 million in cryptocurrency.