今後数ヶ月間に価格が引き続き過去最高値を更新し続け、ステーブルコインの規模、オンチェーン取引、プロトコルの収益に目立った改善が見られない場合、今回の相場上昇は、業界の回復というよりは、むしろ金融市場における再評価によるものと言えるだろう。

According to Jin10, DB Financial Investment analyst Seungyeon Seo said SK Hynix's third-quarter operating profit may fall below market expectations because of unfavorable exchange-rate factors, but its earnings trajectory remains solid. The analyst expects operating profit for the July-September quarter to reach 76.535 trillion won, below the market forecast of 79.948 trillion won, as a stronger won may weigh on dollar-denominated revenue. He also expects the company to maintain solid earnings growth in 2026 and 2027, driven by strong shipments of HBM4 products for AI data servers, and said HBM4 prices are expected to rise 70% year on year in 2027 amid tight global AI chip supply.

Ruibo Biotech (06938) said its shares have been added to the Hang Seng Composite Index and the list of securities eligible for southbound trading via Stock Connect, effective September 7, 2026. ETNet reported that the inclusion covers both Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect southbound trading lists.

Silicon Valley angel investor Liron Shapira said on X that he assigns a 50% probability to Bitcoin falling more than 50% within the next two years, arguing that AI could undermine the security and stability assumptions once associated with BTC. According to ChainCatcher, Ethereum co-founder Vitalik Buterin pushed back, saying he is optimistic about long-term network security and believes the main challenge is navigating the transition period smoothly. Buterin added that Bitcoin can handle problems that do not require social consensus, such as client and mining pool upgrades to address network-layer attacks, and said the chance of a hash algorithm or proof-of-work mechanism being truly broken is extremely small. He also said he would have liked to make a bet, but noted that about 90% of his net worth is already tied to that wager.

Silicon Valley angel investor Liron Shapira said on X that he is 50% confident Bitcoin will fall more than 50% within the next two years because AI could undermine the security and stability guarantees people once associated with BTC. According to Odaily, Ethereum co-founder Vitalik Buterin said he holds the opposite view, arguing that network security looks strong over the long term and that the main challenge is navigating the transition period smoothly.

On September 7, the China Plastic Processing Industry Association issued an initiative warning the separator industry against blind capacity expansion and urging rational development, according to Jiemian News. The association said the sector has recovered somewhat after a period of market adjustment, but a new wave of investment is emerging as sentiment improves, raising the risk of another supply glut if new capacity outpaces demand. The association said separator manufacturing is capital-intensive, with long construction cycles, high equipment spending and difficult ramp-up periods. It warned that overseas expansion is not a simple way to absorb excess domestic capacity because foreign markets face higher barriers on trade, compliance, carbon footprints and local production requirements. The group said the market’s real shortage is in ultra-thin, high-safety and differentiated products for new battery systems, while standard base films and commoditized coated products already face clear supply pressure. It urged companies to avoid scale-first expansion, focus more investment on upgrading existing lines, process improvements and high-end product development, and carefully assess overseas risks before building plants abroad. The association also said it will monitor capacity and project pipelines, issue supply-demand risk alerts and promote information sharing across the industry. It called on local governments to respect industrial development rules and avoid encouraging low-end, repetitive separator projects.

Japan's spot power price rose to 24.13 yen per kilowatt-hour on Monday. According to Sina Finance, LNG prices remained elevated, and an approaching typhoon is expected to curb solar power generation this week. Japan's next-day power price also hit its highest level since Wednesday, despite cloudy weather nationwide that brought temperatures down. According to Sina Finance, the main Northeast Asia LNG spot benchmark JKM stayed high at $24.025 per million British thermal units amid market concerns that disruption to shipping through the Strait of Hormuz could persist for a long time. European gas prices also rose on Monday, with power prices in Europe climbing to 75.005 euros per megawatt-hour, or $87.12. According to Sina Finance, Japan's Meteorological Agency said typhoons and cloudy weather this week may bring heavy rain to Japan and push temperatures below 30 degrees Celsius. The agency issued landslide and heavy-rain warnings for Chiba Prefecture on Monday, with 24-hour rainfall there expected to reach 80 millimeters. According to Sina Finance, forecasters expect Tokyo temperatures to fall to 27-31 degrees Celsius this week, while temperatures in central and Hokuriku regions may drop below 24 degrees Celsius. Typhoon Koro-wan is currently circling near Okinawa and is expected to move toward the coast of Kyushu on Tuesday. According to Sina Finance, cloudy weather is expected to keep this week's solar power output below the 30-day historical average, with peak output in eastern Japan forecast at 15,060 megawatts on Saturday and 24,581 megawatts in western Japan.

AEON (00984) said it has signed a conditional new lease for certain properties at Whampoa Garden, with a term of nine years from May 1, 2026 to April 30, 2035, according to ETNet. The lease covers part of the ground floor and basement level 1 of the commercial podium at Phase 5 and Phase 6 of Whampoa Garden, with a lettable area of about 184,000 square feet. The new lease is subject to execution by landlord Glenfuir Investments Limited, a subsidiary of Cheung Kong Holdings.

Tongguan Gold (00340) said its shares have been included in the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect eligible securities lists, effective September 7, 2026. ETNet reported that the announcement was made in a brief on the 7th.

ベルリン州政府は、ハッカー集団「Rhysida」が2つの部署から機密データを盗み出したことを受け、200万ユーロ（230万ドル）の身代金の支払いを拒否した。同集団はその後、ダークウェブ上に約5.8テラバイトのデータを公開しており、当局は現在、どのような情報が流出していたのかを調査している。

「A Meme Coin」が1億ドルを瞬く間に突破――Robinhoodが導入した、米株とミームコインを組み合わせた新たな取引手法、そしてそれが引き起こした業界大激戦。

Meme、Robinhood Chain、Hyperliquid、DEX、FOMOが話題になっているが、FOMOは避けるべきだ。金色財経によると、大多数の人は損失を出しており、プラットフォームと大口投資家だけが着実に利益を上げている。

OpenAIのチーフサイエンティストが長文「An Alien Mind（異星の知性）」を発表した。同記事では、AIは「作り出された」ものではなく、「育てられた」ものであると論じている。また、AIを作り出した人々でさえ、それを完全に理解しているわけではないとしている。

Rhysidaは、ダークウェブ上でベルリン州政府からの1,439,893件の文書を公開し、その総容量は6テラバイト近くに達した。

OpenAIは、自社のAIモデルが社内の科学研究を加速させた詳細なデータを公開した。また、OpenAIは「AI研究インターンの自動化」という目標を達成したことを正式に発表し、2028年までにAI研究者の完全自動化を実現するとしている。

一見堅調に見える米国の雇用統計は、市場においてFRBが9月に利上げを行う可能性を織り込む動きへと急速に転じた。この乖離は、現在の米国の金融政策の枠組み、雇用統計の内的構造、および統計の改定メカニズムが相まって生じた結果である。

この1年間、世界で最も先進的なテクノロジー企業の一部は、AIエージェントを大規模に実務に投入するという組織的な実験を密かに進めてきた。

AIはCISOの役割を根本的に変えました。かつてはサーバールームの専門家だった存在が、CEOと直接連携する役員室の幹部へと変貌を遂げたのです。