According to Jin10, the Global Mining Development Report 2026 was officially released at the 2026 China International Mining Conference on September 11 by the China Geological Survey and China Mining News. The report said global mining is entering a period of overlapping change driven by the global energy transition, along with supply chain volatility and competition over international rules. It added that in 2025, the global supply-demand structure for mineral resources accelerated its adjustment, with clear differences across mineral categories: demand for energy minerals slowed overall, oil was in surplus, and natural gas production and consumption both rose; bulk minerals diverged, with steel supply falling and demand rising, copper and zinc both increasing in supply and demand, and aluminum both declining; strategic emerging minerals were generally in oversupply, with nickel and lithium surpluses deepening; and precious metals remained tight, with platinum and silver in short supply and gold in a balanced but tight market.

China Overseas Land & Investment (00688) fell more than 3% to a low of HK$12.38, with turnover of 6.6136 million shares worth HK$82.52 million, according to ETNet. The stock had an active buy-sell ratio of 37:63 and net active selling of HK$20.04 million. It was down for a third straight session, with a cumulative decline of 4.8%.

A Hong Kong court sentenced three former organizers of annual vigils marking China’s 1989 Tiananmen Square crackdown, according to Bloomberg.

Vietravel Airlines signed an agreement with Airbus SE to acquire 50 new single-aisle planes, according to Bloomberg. The deal is part of an aggressive expansion plan by one of Vietnam’s newest carriers.

Haitian Flavouring completed its strategic acquisition of Hong Kong century-old brand Amoy Food Limited on September 10, buying 100% of the company through its overseas investment platform Haitian International Investment Co., according to Jiemian News. The seller was indirectly wholly owned by CITIC Capital Asia Food Holdings, and the transaction price was not disclosed. Amoy Food will keep its existing product supply and market services after the deal. Haitian said it will open up its R&D system, supply chain and channel resources to Amoy Food, while Amoy Food will contribute its overseas brand assets, distribution network and local operating experience. The two sides also plan to jointly develop new products for different regional markets. Jiemian News reported that Haitian Flavouring's 2026 interim report showed revenue of 16.146 billion yuan in the first half, up 6.01% year on year, and net profit attributable to shareholders of 4.19 billion yuan, up 7.13%. Revenue from its seasoning business rose 5.43% to 15.352 billion yuan, while soy sauce revenue increased 4.65% to 8.296 billion yuan and oyster sauce revenue rose 2.56% to 2.566 billion yuan.

Decentralized exchange aggregation protocol 1inch has added support for the HyperEVM network. According to Foresight News, supported assets include HYPE, WHYPE, USDT0, USDe, sUSDe, USDH, feUSD, UBTC, UETH, kHYPE, stHYPE, and PURR. Users can use 1inch to directly swap assets from other supported networks into HyperEVM assets, and HyperEVM is accessible through all 1inch APIs.

XRP spot ETFs recorded a total net inflow of $5.14 million on September 10, U.S. Eastern Time, according to SoSoValue data. According to ChainCatcher, only Franklin XRP ETF (XRPZ) posted a net inflow on the day, also totaling $5.14 million, bringing its cumulative historical net inflow to $479 million. As of press time, XRP spot ETFs held net assets of $1.449 billion, with an XRP net asset ratio of 1.70%. Their cumulative historical net inflows have reached $1.701 billion.

Analog Devices, Inc. (Nasdaq: ADI) and Alif Semiconductor have signed a definitive agreement under which ADI will acquire Alif in a $1.35 billion all-cash transaction, according to Jiemian News. Under the board-approved terms, ADI will pay Alif shareholders $1.35 billion in upfront cash consideration, subject to the final agreement, and may also pay up to $200 million in additional contingent consideration. The deal is expected to close by the end of 2026, subject to customary closing conditions and the expiry of the applicable waiting period under the amended Hart-Scott-Rodino Antitrust Improvements Act, including any extensions.

Westpac Banking Corporation said investors may stay cautious as U.S. Treasury Secretary Scott Bessent warns bond investors while U.S. President Donald Trump proposes a $1 trillion cash distribution plan. According to Sina Finance, Martin Whetton, the bank's head of financial markets strategy, said global financial markets' core collateral asset has been treated like a joke for decades. Whetton said it may be an exaggeration to say the entire system is collapsing, but he described it as unimaginable that the U.S. Treasury secretary would scold bond investors and try to intervene in the market personally, only for his boss to improvise and add another $1.3 trillion of debt. He also said oil prices are at a multi-month high, while the 30-year U.S. Treasury yield has still risen sharply amid increased long-bond buybacks, and that dollar spreads have narrowed sharply because bonds are going unsold. Whetton said buyers that are insensitive to price have already left because of regulatory policy changes and will not return. He added that a bigger question is what this means for dollar asset allocation and whether hedge ratios will rise quickly to protect retirement savings.

On September 11, TradingBeats reported that a Bitcoin pullback accumulation plan tracked earlier by Pro has now resulted in actual executions. According to BlockBeats On-chain Detection, two BTC buy orders placed by an address starting with 0xb1ec were triggered in sequence, totaling 351.61 BTC. The trades were completed for about $27.152 million. On September 9, the address had been deploying roughly $27.306 million in BTC buy orders between $77,338 and $77,777, waiting for a price retracement. The trader later adjusted the strategy on September 10, canceling the $77,777 buy order and moving the original order for 257.15 BTC down to $77,177, while keeping the $77,338 order in place. Both orders were fully filled overnight, as BTC was trading at about $76,759. After the fills, the address still held a 212.52 BTC long position worth about $16.313 million, with an average entry price of about $77,287.4 and an unrealized loss of about $112,000. The address then placed new lower bids, including 250 BTC at $76,145 and 400 BTC at $75,433. The two new orders total about $49.21 million, with the planned purchase size about 3.1 times the current BTC long position. Pro-tracked deeper support orders also remain active, with addresses including 0x92b7, 0xec4a, 0x795c, and 0x6646 keeping about $91.2 million in BTC buy orders between $73,010 and $75,551. TradingBeats said it will continue monitoring whether the filled position returns to profit and whether the lower bids are executed.

人工知能、LLM、法律、政策・規制、二元論の否定：大規模モデルの蒸留行為に対しては、法的評価と証拠重視の姿勢を堅持すべき　金色財経、大規模モデルの蒸留技術の中立性という表層の下で、法的境界線は一体どこにあるのか？

PumpFunは、暗号資産業界で最も収益性の高い事業の一つを有している一方で、透明性の欠如やトークンへのインセンティブの結びつきが弱いといった問題も抱えている。PonsやStonkFunからの衝撃に効果的に対処できるかどうかが、同社の競争優位性を維持できるかどうかの試金石となるだろう。

有名人が発行する仮想通貨は価値がゼロになる運命を免れず、MEMEブームもいずれ下火になる。投機を投資と混同してはならない。

TradeXYZが新たな取引市場を次々と追加するにつれ、同取引所における同社の取引高のシェアは上昇し続けている。新しい取引市場が1つ追加されるごとに純新規ユーザーが増加しており、年間を通じて数回見られたマクロ的な要因が、この成長をさらに加速させた。

金曜日のCPI発表に先立ち、債券市場はすでに動き出していた。10年物米国債の利回りは4.943％まで上昇し、FRBが来週利上げを行う確率は71％に高まった。市場ではFRBが再び金融引き締めに転じる可能性を懸念しているが、真の鍵となるのは、CPIが「最後の決め手」となるかどうかだ。

「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3178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かつ最速のニュースをお届けします。

機械による支払いシステムから自律的な調達ネットワークへと、「誰が買い手に装備を供給するのか」をめぐるインフラの移行が進んでいる。

「金色財経」は『金色Web3.0日報』を創刊し、AI、DeFi、DAO、NFT、メタバース業界に関する最新かつ最速のニュースをお届けします。

日本において、30年ぶりに国債利回りが3％を突破したことが、世界中で警戒感を呼んでいる。

Anthropicの上場を目前に控え、注目すべきAIトークン。