An address linked to early Ethereum contributor billΞ.eth withdrew 500,000 LIT from the Lighter protocol two hours ago, according to monitoring by @ai_9684xtpa. According to Foresight News, the tokens were valued at about $2.07 million.

Sungrow Power Supply Co. will raise product prices this month after higher raw material costs squeezed margins, according to Bloomberg. The renewable energy equipment maker is one of the world’s largest.

A Yale study found that roughly 3% of Polymarket accounts collected 27% of all dollar profits. According to NS3.AI, the working paper reviewed two years of Polymarket trades across 1.72 million accounts and 210,322 markets. Yale economist Theis Jensen said he expects the share of skilled traders to fall below 1% as competition increases.

TSMC is accelerating its push into co-packaged optics as rising GPU and ASIC computing power pushes traditional copper interconnects toward limits in power consumption and signal transmission, Taiwan's Commercial Times reported on September 14. According to ChainCatcher, industry analysts said CPO bandwidth could double every two years, potentially creating an AI-era "CPO Moore's Law." Analysts said CPO bandwidth upgrades are expected to follow three main paths: single-channel speeds rising from 200G to above 400G, optical channel counts expanding from 16 to 32 and beyond 64, and the adoption of wavelength division multiplexing. By 2040, theoretical bandwidth could reach about 128 times current levels, with long-term room to grow into the hundreds of terabits. TSMC's role in optical interconnects is expanding from foundry services to system integration, spanning 3DFabric, CoWoS, SoIC, silicon photonics, and CPO. The company is integrating compute, HBM memory, and high-speed I/O as the industry shortens copper paths and extends optical paths after high-speed electrical signals exceed 200G and weaken across ABF substrates, PCBs, and connectors. In packaging, optical engines are currently being placed on substrates, with CPO expected next on interposers and, later, PICs and ASICs potentially moving toward 3D vertical integration through SoIC technology. Industry participants said mass production of CPO still needs to overcome packaging, optical coupling, and testing challenges.

DeepSeek has begun preparations for a STAR Market initial public offering, and Citic Securities has started due diligence, though the two sides have not signed a formal listing advisory agreement. According to ChainCatcher, DeepSeek hopes to launch the IPO process this year. TOP Chinese Tech Innovation Community said Hillhouse Ventures partner Yan Wentao may join DeepSeek as chief financial officer and is expected to take up the role soon. Yan, a post-1990s partner at Hillhouse Ventures, has long focused on technology investments, with public investments including ByteDance, MiniMax, and Zhipu AI. DeepSeek currently has no CFO and no formal investor relations team.

Crude oil climbed Monday while Bitcoin, gold and other metals fell as markets positioned for Wednesday’s Federal Reserve rate decision. Brent rose 2.75% to $107.48 and West Texas Intermediate gained 2.51% to $102.56, while Bitcoin traded near $76,718 and Ethereum slipped to $2,478.43, according to BeInCrypto, amid hotter-than-expected US inflation data and higher Fed hike odds. Saudi Arabia’s East-West pipeline outage, fresh Houthi strikes and tensions around Hormuz and Bab el-Mandeb added to supply concerns.

According to Sina Finance, the yen's recent rally is becoming harder to sustain because markets have already priced in a Bank of Japan rate hike this week, while the Federal Reserve's tightening cycle still slightly leads the Bank of Japan before year-end. The article said further yen strength would require a more hawkish policy path from the Bank of Japan, making consecutive rate hikes possible, or U.S. rate advantages to be smaller than investors currently expect. It added that the implied policy gap is challenging the yen's advance, even as the currency has risen to its highest level since February and the one-year forward OIS spread between the dollar and the yen has rebounded to around 2.5%. This week's policy meetings will test whether that divergence can continue. OIS markets show about an 85% chance of a 25-basis-point Fed hike on September 16 and a high probability of 50 basis points of cumulative Fed tightening before year-end. Markets have almost fully priced in a Bank of Japan hike on September 18, but assign only a 25% chance of another hike in October, even though they expect nearly 50 basis points of cumulative Bank of Japan tightening by year-end.

上場から9カ月足らずで、智譜は累計755億香港ドルの資金を調達した。直近の335億元の資金調達のうち、6割を「完全自律学習」に巨額を投じている。これは、データの自主生成、環境の自主構築、インフラの自己最適化という3つの次元からなる閉ループであり、AIの再帰的自己進化（RSI）の実現を目指している。

LAPTOPの失敗は、有名人がトークンの発行を完全に中止することになるのか、あるいは有名人トークンが永遠に成功しないことを意味するのか。答えは「いいえ」だ。しかし、市場は明らかに成熟しており、単に有名人が関与しているという理由だけで、盲目的に購入することはもうないだろう。

BTC、FRB、ETF、流動性、米国債、「底を打った後、強気相場が始まる前」――金財経、通路は狭く、出口は一つしかない。

Grayscaleは、現在の評価水準から見ると、Zcashのマイニングは高い収益が見込めると考えている。この高い収益が、より多くのマイナーを惹きつけ、ネットワークのセキュリティをさらに強化している。

トランプ氏は日曜日、FRBに対し低金利維持を改めて求めたが、8月のインフレ率が予想を上回ったことを受け、今週のFRBによる利上げを予想する市場の確率は85％以上に上昇している。利下げと利上げという二つの力が同時に圧力をかけている中、ウォッシュ氏は「八方塞がりの状況」に陥っている。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3181号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。

市場の価格決定のロジックはすでに変化している。実際の成長につながらない資本支出はペナルティを受ける一方、AIによる収益成長を促進できる投資には好意的な評価が得られる。

FRB、ウォッシュ、利上げ、すべての注目がウォッシュに集まる――来週の「中央銀行スーパーウィーク」でG7の利上げラッシュが訪れるか？ ゴールデン・ファイナンス、世界の金融政策は新たな転換点に立っている。

多くの人にとって、MoneyGram（マネーグラム）のイメージは、依然として従来の対面式送金という場面にとどまっています。

AI分野の三大ライバルが、史上初めて同じ立場に立った――一連の制御不能な事態や「終末」を予言する警告が相次いで業界を揺るがす中、Anthropic、OpenAI、SpaceXのトップたちが異例の連携を見せ、AI開発のペースを緩めるよう呼びかけた。