PPP prediction market tool monitoring showed that the probability on Polymarket of OpenAI's valuation reaching $1 trillion by the end of 2026 rose to 82%, up 20% over the past 24 hours. According to Odaily, the market will settle as "Yes" if Nasdaq Private Market's OpenAI NPM Price or, if applicable, official IPO or direct-listing market data shows that OpenAI's private or public valuation reached the target level between the event creation date and December 31, 2026. Nasdaq Private Market publishes data only on trading days and updates it at 1:00 p.m. Eastern Time the following day. If related data remains unpublished as of January 1, 2027, the event may stay open until 11:59 p.m. on January 4. If OpenAI goes public through an IPO or direct listing during the period, the event will also consider the official offering-price valuation and the company's public market capitalization through December 31, 2026.

Bitcoin spot ETF inflows briefly returned in late August before turning back to net redemptions after about three weeks. According to Foresight News, glassnode said ETFs bought during both the earlier rally and the subsequent pullback, but they are not currently buying into Bitcoin's decline.

According to CNBC, SK Hynix and Intel rose more than 2.5% premarket after a Reuters report that SK Hynix was in talks with Intel to manufacture memory chips in the U.S. for the first time; SK Hynix said no decisions have been made regarding any partnership with Intel. J.B. Hunt Transport Services tumbled more than 11% after warning that its third-quarter earnings may fall between 5% and 10% compared with the previous quarter, which it attributed to internal adjustments to account for rising rates of purchased transportation. Expedia fell more than 2.5% after Morgan Stanley downgraded the stock to underweight, with analysts citing a weak risk/reward profile and greater exposure to a potentially weaker consumer. Energy stocks declined as U.S. oil prices fell 2% following a report that energy inventories rose last week; Diamondback Energy dropped almost 4%, Occidental Petroleum was off 1%, and ExxonMobil and Devon Energy were both down almost 1%. Paychex gained more than 1% after Wolfe Research upgraded it to peer perform, with analysts saying the current macroeconomic environment supports the company's revenue growth forecast and that its skew toward blue collar workers offers protection from AI-related job losses. Union Pacific rose 1.5% after UBS upgraded the stock to buy, with analysts expecting strong volume growth to drive better-than-expected earnings through 2028.

Market sources said Blockfusion has signed a 15-year lease agreement for an artificial intelligence campus with CoreWeave. According to ChainCatcher, the deal was reported by market消息 and did not include additional terms.

According to Wallstreetcn, PwC plans to cut bonuses for its Swiss employees by half as the accounting firm seeks to reduce costs amid rising AI use and a challenging economic environment. Sources said the changes were announced in several internal meetings for specific teams over the past few weeks, while a PwC spokesperson said the company does not comment on internal or employee matters and could not confirm or deny rumors about bonuses or other decisions.

上市矿商现金成本倒挂币价，多家矿企付费停挖转向AI，已通电场址被重估为稀缺资产。

Jensen Huang Says the Fear Is Overblown

分析当前美股估值过高的情况，探讨是否应该增加新兴市场的投资配置。

研究稳定币挤兑事件中的套利机制集中化问题及其对市场稳定性的影响。

Manifund, an AI and effective-altruism charity founded by Austin Chen, has been embroiled into a turmoil of controversy after the company decided to hire Caroline Ellison, the former CEO of Alameda Research who was sentenced to two years in prison for her role in the FTX collapse.

Balancer has proposed winding down its protocol and returning more than $9 million in treasury assets to BAL holders after its post-exploit restructuring failed to generate enough revenue.

Two former Robinhood engineers allegedly turned one of the company’s most closely held pieces of information — which cryptocurrencies it planned to list and when — into a personal trading signal on Hyperliquid.

2026年9月16日，ARC主网正式上线。本文梳理Arc上值得关注的项目。

黄仁勋回应AI末日论：许多预测是编的，安全和创新不矛盾，中国有望成全球开源重要力量

美国加密法案在参议院以49比50败北，差11票未过，币圈与华盛顿14个月的蜜月期宣告结束。