According to CNBC, Citadel Securities head of equity and equity derivatives strategy Scott Rubner told clients that the bullish setup that drove the S&P 500 to records in August is fading, with September seasonality, the earnings calendar, buyback trends and retail trading patterns all pointing to a less favorable near-term risk-reward. He said the upside catalysts are becoming less obvious while downside catalysts are becoming more numerous, and noted that investors are entering a more macro event-heavy period while paying relatively little for protection. The S&P 500 hit an intraday all-time high of 7,816.70 this month after rising almost 7% from the end of July through the first week of August, then moved sideways to lower as the Cboe Volatility Index fell to 14.1 last week, its lowest level of the year. Rubner also said corporate buybacks are likely to slow as the blackout period for share repurchases accelerates around Sep. 12.

Brooks Cutright, portfolio manager at Hedgeye Asset Management, said investors are trying hard to outfox the S&P 500 on Bloomberg ETF IQ, according to Bloomberg. Index-tracking funds have nearly $27 trillion tied to the benchmark. This Friday, the S&P 500 is set to announce additions and deletions as part of a rebalancing, with 36 companies qualifying for entry and more than 110 current members no longer meeting the index's market-cap hurdle.

Republican Congressman Rich McCormick of Georgia said there is a lot of misinformation around data centers and that communities hosting them will see improvements and lower property taxes from outside investment, according to Bloomberg. He also said he backed military involvement in strikes between Iran and the US, saying the IRGC does not understand "anything other than strength."

According to Jin10, Meta Platforms CEO Mark Zuckerberg said Meta Platforms (META.O) has launched an AI coding tool called Muse Code.

Colombia’s new government said the country’s public finances showed a 9.4% deficit, and the peso fell 2.1%, according to Bloomberg. The disclosure sparked one of the worst selloffs of the year in Colombia’s assets on Wall Street.

According to CNBC, Carrier Global is drawing renewed interest as demand for air conditioning and AI data center cooling increases, with the company’s data center orders rising more than 300% last quarter. The Florida-based heating and cooling company generated $21.7 billion in sales last year, with nearly 30% coming from parts and services, and it expects about $2 billion in free cash flow this year. Carrier said residential HVAC sales in the Americas rose 9% in the second quarter, while the stock trades at 18.4 times forward earnings and about a 5% free cash flow yield.

A whale placed a single $182,326.3 buy order on Arsenal FC in the Polymarket market for Aston Villa FC vs. Arsenal FC, according to on-chain data monitored by Catcher Predict. According to ChainCatcher, the latest implied win probability for Arsenal FC in the market is 65% based on the current trading price.

Ben Hodges, a former commanding general for the US Army in Europe, said reports from the Trump administration on the conflict with Iran are “not very closely connected to the truth on the ground,” according to Bloomberg. Hodges also said he was “encouraged” by reports that military leaders pushed back on Defense Secretary Pete Hegseth and urged him to stop extending the war with Iran.

OpenSea has restored support for Solana NFT trading, allowing users to buy and sell Solana-based NFT collections on the platform, including Claynosaurz, Mad Lads, BoDoggos, Collector Crypt, and Phygitals. According to ChainCatcher, Solana is now the first non-EVM chain to return to OpenSea for NFT trading more than four years after the platform first supported Solana NFTs in beta in April 2022. An OpenSea representative said OS2 was rebuilt from the ground up as a multichain platform. The company said Solana token support came first, and NFT support has now been added, citing a broader trend of collectibles platforms adopting Solana NFTs. In April 2025, Solana returned to OpenSea through OS2, but only fungible token support was available at the time, with NFT support promised later. Other networks currently supported by the platform are mostly EVM-compatible chains, including Ethereum, Polygon, Arbitrum, Optimism, Avalanche, Base, Monad, Sei, and Berachain. The launch comes as the NFT market remains far below its peak. The Block data showed that monthly trading volume reached billions of dollars in 2021 and 2022, but is now only in the hundreds of millions of dollars.

一位手握中国最大移动支付入口的公司掌门人，在国内讲坛上，把这类资产摆到桌面上当作全球行业格局的常态来讨论——这更像是一次谨慎的信号释放，而不是随口一提。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

SEC,代币发行,监管,Reg CA 不是发币牛市开关 而是一场存量代币的“毕业考试” 金色财经,Reg CA 大概率会落地，但会更晚，也会更窄。

8 月 31 日，MiniMax 暴涨 16.18%。从 7 月低点算起，这只股票已经反弹 92%，市值重新回到 1249 亿港元。

过去两年，AI行业最疯狂的时候，所有人都在盯着模型。GPT有多强，Claude有没有追上来，DeepSeek为什么能用更低的成本做到惊人的效果，国产大模型还…

上线不足两个月的Robinhood Chain再次迎来一轮链上活动高峰。

随着中国大模型的强势崛起，越来越多的西方 VC 正在把目光投向东方，亲自跨洋来摸底中国 AI 的真实水位。

AI 正从聊天工具和单次任务代理，进入能够长期工作、持续协作的“AI 同事”阶段。

Robinhood Chain,Robinhood Chain 狂飙背后：真实繁荣还是情绪溢价？ 金色财经,Robinhood Chain 跑偏了吗?

杰克逊霍尔会议后，市场将目光锁定在加息预期上，但大摩经济学家 Carpenter 提示，沃什长期力主缩减 7 万亿美元资产负债表的立场同样不可忽视。