The win probability for the Seattle Mariners option in Polymarket’s Seattle Mariners vs. Los Angeles Angels market fell sharply from 49.5% one hour ago to 24.5%, a 25% swing. According to ChainCatcher, the move was flagged by Catcher Predict monitoring, which noted that related breaking news may have affected the market.

Polymarket's odds for the CLARITY Act being signed into law this year fell to 18%. According to Foresight News, the event has accumulated about $17.26 million in trading volume.

China's Ministry of Industry and Information Technology and China's National Development and Reform Commission have jointly issued the 15th Five-Year Plan for the electronics manufacturing industry, setting a target for revenue at large-scale firms to exceed 30 trillion yuan by 2030 and for R&D intensity to reach 3.5%, according to Jiemian News. The plan calls for breakthroughs across the integrated-circuit supply chain, including high-performance processors, high-density memory, high-reliability analog and mixed-signal chips, as well as faster development of electronic design automation tools and IP cores, and advances in 3D integration. Jiemian News also cited Goldman Sachs as saying AI infrastructure investment will depend not only on cloud capex but also on the trend of custom AI chips replacing some GPU workloads. It said more chip types and higher design complexity will keep boosting demand for EDA software, creating about $3.7 billion in additional annual market opportunity by 2030, with benefits potentially emerging in the second half of 2026. Goldman Sachs added that the semiconductor equipment upcycle may last through 2028, with 2027 growth possibly rising to 45% from 36% in 2026, while memory supply tightness could persist through 2027.

China's National Bureau of Statistics said crude oil output from large industrial enterprises rose 0.8% year on year to 18.43 million tonnes in August, with daily output at 595,000 tonnes, according to Jiemian News. For January-August, crude oil output reached 146.39 million tonnes, up 0.9% from a year earlier. Crude oil processing by large industrial enterprises fell 6.9% in August to 59.07 million tonnes, while daily processing was 1.906 million tonnes. For the first eight months, crude oil processing totaled 456.12 million tonnes, down 6.6% year on year.

China's value-added industrial output at large firms rose 5.2% year on year in August, up 0.7 percentage point from July, according to Jiemian News. On a month-on-month basis, output increased 0.54%, while industrial output rose 5.3% in the first eight months of the year. By sector, mining fell 1.4%, manufacturing grew 6.1%, and utilities rose 4.9%. By ownership type, output at state-controlled firms increased 3.0%, shareholding firms 5.7%, foreign-invested firms including those from Hong Kong, Macau and Taiwan 3.4%, and private firms 3.7%. Among 41 major industries, 29 posted year-on-year growth. In product terms, 286 of 626 industrial products recorded output growth in August. Steel output fell 5.5% to 114.75 million tons, cement dropped 11.7% to 129.08 million tons, automobiles declined 2.7% to 2.697 million units, including a 21.9% rise in new-energy vehicle output to 1.647 million units. Industrial firms' product sales ratio was 96.8%, down 0.1 percentage point, and export delivery value rose 11.1% to 143.57 billion yuan.

According to the announcement from Binance, commodity-based TradFi perpetual contracts will trade on a 24/5 basis starting from 2026-09-15 21:00 (UTC), ending the daily one-hour maintenance break currently applied to these products. The change will apply across all commodity-based TradFi perpetual contracts on Binance Futures, including XAUUSDT, XAGUSDT, XPTUSDT, XPDUSDT, COPPERUSDT, CLUSDT, BZUSDT, and NATGASUSDT. Binance said the updated trading schedule will also cover any new commodity-based TradFi perpetual contracts that are listed on Binance Futures in the future. The notice was issued under Binance Clearing Procedures and states that, if there is any discrepancy between this notice and any Futures FAQs, the notice should be treated as the most accurate and updated reference. The announcement did not include additional changes to contract specifications or other product details beyond the revised trading basis. The update is part of Binance’s ongoing review of its product and service offerings, according to the notice. The exchange said the revised schedule is intended to apply uniformly to the affected commodity-based TradFi perpetual contracts, while maintaining the same product scope named in the announcement. Binance also identified the notice as the governing reference for the change, rather than the related FAQs, in the event of conflicting information. The announcement did not specify any further operational adjustments, and it did not add new trading pairs or list new products beyond the future inclusion of commodity-based TradFi perpetual contracts under the same 24/5 framework. The notice closed by referencing Binance Futures contract specifications for additional product information.

China’s consumer spending and investment remained sluggish in August even as industrial output improved more than expected, according to Bloomberg. The data add pressure on officials to increase support for the economy.

AI 发展的速度远远超过了所有人的预期。最前沿的智能应该以一种开放、廉价的方式，供应给所有人。

十家团队在Hyperliquid上注册过自己的永续市场，多数为此锁了约$40M 的 HYPE。其中一家占去97.8%的成交量，且刚刚单月回落44%。另外九家买到了什么，数字全部取自链上。

比特币有助于优化私募市场投资组合。从历史表现来看，即便配置比例很低，该资产也能提升风险调整后收益。

特朗普连续发帖为AI狂飙和数据中心建设辩护，直斥AI末日论和数据中心反对声是“骗局”，警告不要扼杀美国AI领先优势，甚至称真正需要的AI“护栏”是一位强大而聪明的总统。

金色财经推出加密货币和区块链行业早报《金色早8点》3182期，为您提供最新、最快的数字货币和区块链行业新闻。

同是回购型代币，市场给PONS的估值只有0.9倍PE，HYPE却拿到29倍。陡峭的估值曲线背后，是现金流确定性与「被验证程度」的定价逻辑。

Elon Musk endorsed Amodei's position on X, writing simply "Dario is right"

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？

48小时连发四条帖子，马斯克罕见对AGI亮出警惕底色，直言AI失控比核武器更可怕。但同一时间，他的xAI仍在全速推进训练与算力扩张。