Exchange-traded perpetual contracts on stocks may be pricing in Monday’s equity market moves during the traditional market weekend closure. According to ChainCatcher, most popular stocks were trading above their Friday after-hours reference levels. Robinhood was up 2.62% at $106.90, compared with the previous trading day’s after-hours reference price of $104.17. SK Hynix rose 1.82% to $163.96, while IREN gained 1.58% to $35.99 and Strategy advanced 1.46% to $129.22. Among other names, the Semiconductor Bull 3X ETF climbed 1.27% to $112.81 and the Gold Miners ETF rose 1.25% to $100.91. Sandisk increased 1.15% to $1,501.31, Circle gained 0.94% to $87.94, and TSMC rose 0.91% to $421.26. Seagate was the only stock listed lower, falling 1.04% to $831.98 from its previous after-hours reference price of $840.73.

According to Jin10, the Iranian Navy commander said enemies severely misjudged the resolve of the Iranian people and armed forces.

在克鲁格曼看来，沃什的表态比此前更为鹰派，彻底放弃了此前试探性提出的替代通胀衡量指标，也未向任何期待降息的市场参与者释放任何信号。

历史“25法则”表明，技术支出达经济产出25%前极少崩盘。目前AI投入远未触及红线，这场狂欢远比想象中持久。

比特币早期周期曾出现百倍涨幅，近几轮周期的收益则明显收窄。如果这一趋势不断延续，比特币最终会越来越像一种成熟资产，收益也将逐渐趋于常态。

顶尖风投a16z认为，在需求呈现指数级增长、核心组件订单已排至数年后的背景下，传统的计算堆栈已被推至物理极限，一场围绕AI时代的基础设施重构正在全面开启。

Nick Timiraos said Federal Reserve Chair Kevin Warsh eased some concerns about his anti-inflation strategy but set up a bigger test in three weeks. According to Odaily, Warsh's remarks suggest the Fed may raise rates next month, with the final decision likely depending on developments before the September meeting, especially the August CPI due on September 11. Timiraos said Warsh's comments pointed to two factors that support a possible rate hike: he would find it difficult to describe current financial conditions as restrictive, and stronger summer inflation data did not convince him that underlying trends were improving. Former Fed Vice Chair Roger Ferguson said Warsh's remarks reversed the prior assumption that the Fed would stay on hold unless data justified action. Ferguson added that if the data show no need to act, the Fed should not raise rates, but firm readings could weaken the case that inflation is moving back toward the Fed's 2% target.

SpaceX CEO Elon Musk is planning to bypass the traditional power supply chain for AI data centers by making highly complex core components in-house. According to Sina Finance, SpaceX has taken concrete steps in Bastrop, Texas, about 30 miles from Austin, to build a foundry dedicated to producing large gas turbine blades and vanes. Musk confirmed the report on social media and said that, despite heavy solar investment, natural gas will still be needed in the coming years to supplement and start solar grids. He said in-house casting of blades and vanes could cut gas turbine deployment time by as much as 18 months. SpaceX has recently posted jobs including a senior operations engineer, senior materials/automation/mold engineer, and a CNC programmer for the new industrial gas turbine line in Bastrop. Morgan Stanley analyst Adam Jonas also said the factory appears to be moving ahead. The article said the global supply chain for turbine blades and vanes has long been dominated by four foundry giants, and that orders for major turbine makers such as GE Vernova are already booked through 2030. Musk said in a February podcast that blades and vanes are the limiting factor slowing turbine deliveries and AI data center construction. Morgan Stanley's Jonas said the Bastrop foundry could serve both data center demand and SpaceX's Raptor rocket engine turbine pump components. Musk is also seeking interim power through outside purchases, including a deal with Fortress Investment Group and possible turbine acquisitions through FTAI Aviation-linked entities. If the Bastrop plant is completed, Musk has said he could deliver more than 10 GW of ground-based data centers by the end of 2027. The article also cited environmental and technical concerns, including a BNEF estimate that U.S. carbon emissions could rise 20% if data centers build their own gas-fired plants.

Russia’s largest bank, Sber, plans to expand its crypto-backed lending products to include Tether’s USDt stablecoin and Ether as collateral alongside Bitcoin, according to a senior executive. According to Cointelegraph, Deputy Chairman Anatoly Popov said in a Friday TASS report that Sber will adapt its existing products and gradually broaden its offerings as Russia’s new crypto law takes effect. He said the bank intends to add the assets as collateral after the Bank of Russia allows them for public trading. The move comes as Russia develops a regulated crypto market under a law signed by president Vladimir Putin on Aug. 4, with core provisions taking effect Sept. 1. The law gives the Bank of Russia authority to decide which crypto assets may trade on regulated exchanges, and the central bank proposed Bitcoin, Ether and USDT for regulated exchange trading on Aug. 11, saying they met requirements including market capitalization, trading volume and at least five years of price history on overseas markets. Sber has taken a more cautious stance on the digital ruble, Russia’s central bank digital currency, ahead of its wider rollout on Sept. 1. Sber’s chief financial officer Taras Skvortsov reportedly said the bank sees little evidence of broad demand for the CBDC. “I don’t see any clear interest in this instrument, apart from the central bank’s,” Skvortsov said, adding that neither retail nor corporate clients nor financial institutions are actively pushing for the CBDC.

Markets are absorbing conflicting signals from the top of the risk stack, as new Fed Chair Kevin Warsh named inflation the "predominant focus" and declared forward guidance had "overstayed its welcome," stripping away a familiar rationale for rate cuts even as futures still fully price a December move. Yet the dovish withdrawal has done little to cool risk appetite: Bitcoin pushed above $80,000 on an eighth straight day of spot-ETF inflows worth $2.8 billion, while Nvidia's $108 billion guidance reaffirmed the demand engine behind the AI buildout. The tension between a hardening central bank and surging institutional and AI-driven flows defines the week, with rate-sensitive assets caught in the middle. The question now is whether momentum can outrun a Fed that has withheld the confirmation markets wanted. Warsh at Jackson Hole: Inflation Is the Predominant Focus, Forward Guidance Has "Overstayed Its Welcome"Key Takeaways:PCE inflation at 3.7%Financial conditions deemed non-restrictiveForward guidance sharply curtailedSummary:In his first Jackson Hole keynote, Fed Chair Kevin Warsh named price stability the central bank's predominant focus, citing 12-month PCE inflation of 3.7% and hotter recent trends, while dismissing softer summer prints as unconvincing. He argued forward guidance has "overstayed its welcome" and should be reserved for genuine crises, and characterized broad financial conditions as not restrictive despite housing and agriculture strains. The hawkish-leaning framing removes a common rationale for holding rates and withholds the dovish confirmation markets had partly priced. With futures still fully pricing a December move, the address adds to uncertainty for rate-sensitive assets, including a rallying Bitcoin. Crypto News: SEC Sends Crypto Custody Rule Proposal to White House for OMB ReviewKey Takeaways:Custody proposal at OMBTargets investment advisersRemoves outdated requirementsSummary:The SEC submitted a crypto custody proposal to the White House Office of Management and Budget for review, covering investment advisers and firms holding digital assets for clients. The rule aims to clarify how institutions can custody digital assets without breaching existing regulations and would eliminate certain requirements rendered outdated by market developments. Custody ambiguity has long pushed advisers toward ETF wrappers rather than direct holdings, a structural reason flows have concentrated there. A defined custody framework marks a step toward broadening institutional access beyond ETFs, though the proposal still faces the standard rulemaking process. Bitcoin News: Bitcoin Tops $80,000 as ETF Inflows Reach Eight Straight Days and $2.8 BillionKey Takeaways:Eight-day ETF inflow streak$2.8B cumulative inflowsIBIT dominates flowsSummary:Bitcoin climbed above $80,000 as US spot Bitcoin ETFs extended net inflows to an eighth consecutive session, taking in roughly $2.8 billion over the run and pushing August flows past $3 billion, the strongest month of 2026. Ether ETFs matched the eight-day count, while smaller XRP, HYPE and Solana products drew modest interest. BlackRock's IBIT absorbed the bulk of demand, mirroring its concentration across other funds. The data reinforces institutional access through regulated wrappers, though much of the recent gain in net assets reflected price appreciation rather than fresh money. CZ at Bitcoin Asia 2026: Crypto Diversification Makes Bitcoin Bigger, Not SmallerKey Takeaways:Non-zero-sum industry framingRWA and AI momentumTokenization issuance outpacing usageSummary:Speaking at Bitcoin Asia 2026, Binance founder Changpeng Zhao argued that competing blockchains such as Ethereum and BNB Chain expand rather than diminish Bitcoin, casting the industry as non-zero-sum with faster chains serving as a research layer Bitcoin can later adopt. He declined to name the next bull market's dominant narrative, citing his own failure to anticipate ICOs, NFTs, and RWAs, and instead listed RWA, AI, stablecoins, and DeFi as broadly growing. His RWA optimism carried a caveat that tokenization issuance is outrunning actual usage. The remarks reinforce a diversity-oriented view of crypto's structure while placing the next catalyst with builders rather than any single sector. Market News: Nvidia Beats Estimates and Guides to $108 Billion as Gross Margin Slips to 74%Key Takeaways:Q3 guidance of $108 billionFirst sequential margin declineNeocloud miner read-throughSummary:Nvidia beat second-quarter expectations across revenue, data center sales, and earnings, and guided third-quarter revenue to $108 billion, well above the $103.9 billion consensus, sending shares up about 4% after hours. Gross margin guidance of 74%, down from 75%, marks the first sequential decline of the current cycle, driven by rising memory, financing, and infrastructure costs. The result shifts the AI debate from whether demand exists toward whether the buildout can translate into sustainable margins and returns. For crypto, the guidance reinforces demand assumptions underpinning miners pivoting to AI compute, though a Q1 price increase highlights rising input costs for GPU cloud providers.

Binance announced on X that it will host a live discussion on Agent OS with Binance product manager Guillermo on September 2 at 8:00 PM. The session will focus on how Agent OS uses MCP to connect AI agents to Binance, what actions AI agents can currently complete on Binance, and the security mechanisms and permission controls behind the system. The announcement said the discussion will take place on Binance Square. It also noted that there will be red packets during the livestream. The post did not provide additional details about the scope of the integration beyond the topics listed for the session. The announcement framed the event as an opportunity to learn more about the interaction between AI agents and Binance products, with the discussion centered on technical access, available functions, and safeguards. No further information was included about future product changes, rollout timing, or additional participants.

On Aug 30, 2026, 09:34 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 78,000 USDT and is now trading at 77,997.007813 USDT, with a narrowed narrowed 0.44% increase in 24 hours.

对于 Robinhood 来说，真正的机会或许不在造一条链，而在把数千万用户带入链上金融。

DeFi,代币发行,稳定币,对话 Robert Leshner：代币化超级周期、合规资产层与 DeFi 的万亿级终局 金色财经,揭秘链上金融重塑未来的底层逻辑。

Bitmine 董事长 Tom Lee 近日做客《Milk Road Show》节目，探讨了以太坊在未来五年金融体系中的核心地位。

OpenAI,人工智能,技术,OpenAI新王Astra首测曝光——前端不存在了？ 金色财经,前端开发，真要被OpenAI一把端了吗？

本周，23家区块链初创公司共筹集了13亿美元资金。Kalshi 在一轮融资中筹集了11亿美元，为本周最大融资轮次。

所以，中本聪真正有意思的地方，不只是“发明了比特币”。