According to Jin10, traders said the Reserve Bank of India may sell U.S. dollars to limit the rupee's decline under pressure from oil prices.

XtalPi-P (01879) fell as much as 10.0% to HK$311.4 and slipped below its 50-day moving average of HK$317.048, according to ETNet. The stock was last down 9.6% at HK$313.4, after touching a high of HK$340. It traded 284,500 shares for HK$91.77 million. The active buy-sell ratio was 36:64, with net active selling of HK$25.77 million. The stock has fallen for two straight sessions, bringing the cumulative decline to 15.6%.

Jinzizi (688291.SH) said on September 7 that it is planning to acquire control of Shenzhen Zhibotake Technology Co. through a mix of share issuance and cash, while also raising supporting funds. The company said the deal will not change its actual controller and will not constitute a backdoor listing; its shares have been suspended since the open on September 8 for no more than five trading days, according to Jiemian News. Jinzizi said it has signed a share purchase intention agreement with Zhibotake's main shareholders, including Lin Zirong, Yang Zhiming, Cao Zhiqiang, Shenzhen Zhiju Phase I Enterprise Management Partnership and Shenzhen Zhiju Phase II Enterprise Management Partnership. Zhibotake was founded in September 2015, has registered capital of 5.2632 million yuan, and focuses on high-end optical scanning galvanometers and related solutions. Jiemian News reported that the target's products are used in laser marking, welding, cutting, 3D printing, new-energy vehicles, photovoltaics, hardware processing, handheld laser tools and medical OCT imaging. The article said Zhibotake's headcount rose from 52 in 2021 to 164 in 2025, and the company said its high-end scanning galvanometer products hold more than 30% of the China market. An industry researcher cited by Jiemian News said the global laser galvanometer market was about $827 million in 2024, while China's overall localization rate has reached about 70% and the high-end segment about 15%. Jinzizi said the acquisition is still at the planning stage and the price and terms have not been finalized. The company said the transaction still needs board and shareholder approval as well as review by the Shanghai Stock Exchange.

According to CNBC, China warned the Philippines to stop “theatrics” after Philippine Defense Secretary Gilberto Teodoro Jr. rebuked Beijing at the Seoul Defense Dialogue and read a note from the Chinese side during the panel. The message restated China’s rejection of the 2016 South China Sea arbitration ruling, while Teodoro accused Beijing of “coercion, bullying and aggression” in the South China Sea. Chinese foreign ministry spokesperson Mao Ning said Beijing urges the Philippine side to cut provocations and stop undermining China-Philippines relations and stability in the South China Sea. Teodoro has been sanctioned by Beijing since June, barring him, his wife and child from entering Chinese territory over what China called erroneous remarks against China.

According to Jin10, TDS analysts said the yen's near-term direction will depend on how hawkish the Bank of Japan's forward guidance is next week, as markets have already fully priced in a September rate hike by the central bank. If the guidance does not include an October or December hike, the yen may be sold off and fall back to the 157-160 range, while it could also weaken against higher-yielding emerging-market currencies such as the Indonesian rupiah. Conversely, if Bank of Japan Governor Kazuo Ueda signals any faster-than-quarterly pace of rate hikes, foreign exchange investors are likely to interpret it as hawkish. TDS expects that if post-meeting market pricing for the Bank of Japan's future rate-hike path shows rates reaching around 2% in the second quarter of 2027, the yen's appeal as a funding currency for global carry trades will gradually diminish.

The Hong Kong dollar overnight HIBOR rose to 2.28%, while the one-week rate was 2.46% and the one-month rate was 2.88%, according to ETNet. The two-week HIBOR stood at 2.51%, the two-month rate at 2.97%, the three-month rate at 3.06%, the six-month rate at 3.25% and the one-year rate at 3.59%. The USD/HKD spot rate was quoted at 7.8411/19, while USD/CNY rose to 6.7105/12. The one-year RMB non-deliverable forward was quoted at 6.5526/34, implying a discount of 1,529 points versus spot.

Castle Labs released a research report on September 10 comparing the execution costs of Variational’s swaps product with traditional perpetual contracts. According to ChainCatcher, the report said Variational is currently the lowest-cost venue among listed assets for most trade sizes, with a $1 million trade in the US100 market costing $47. The report said RWA perpetual trading volume rose from less than $100 million in October 2025 to more than $12 billion in August 2026. It now accounts for about 12% to 13% of on-chain perpetual trading volume, after briefly reaching 20% in July. As of the report’s release, total open interest in RWA perpetuals stood at $490 million, with TradeXYZ and Variational together accounting for nearly 90%. Variational’s swaps use RFQ execution and its proprietary liquidity provider Omni, with liquidity sourced directly from traditional finance partners. Instead of funding rates tied to market supply and demand, the product charges a holding cost once at daily close. The first markets launched, including US100, US500, XAU, XAG, and USOIL, have generated $380 million in trading volume since the start of the month, with open interest peaking at $245 million. Swaps now account for more than 50% of Variational’s daily trading volume and over $220 million in open interest.

Wharton School finance professor Jeremy Siegel said he expects the Federal Reserve to raise interest rates next week, citing rising oil prices and long-term bond yields. According to BeInCrypto, Siegel said a hold could hurt Fed Chair Kevin Warsh’s credibility, while a hike could trigger an immediate selloff before bonds and stocks recover. He also said this week’s CPI report could still sway the decision, with Brent crude above $100 a barrel and the 10-year Treasury yield near 4.90%.

Australia and New Zealand Banking Group (ANZ) said the traditional cycle in which Asia's trade surplus flows back to the United States and into U.S. Treasuries is gradually losing effectiveness. According to Sina Finance, senior China strategist Xing Zhaopeng said this means U.S. Treasury yields may need to stay above pre-pandemic levels for a long period to attract enough funds to absorb new supply. Xing said the traditional view is that economies with trade surpluses against the United States eventually invest their dollar income in U.S. Treasuries, and that Asia's excess savings have helped finance the U.S. fiscal deficit. He said that pattern is changing, with more surplus funds no longer flowing mainly into U.S. Treasuries. ANZ said many major Asian economies now use freely floating or managed floating exchange-rate systems, reducing reliance on foreign exchange reserves. It added that much of the dollar income is being retained and allocated by companies, insurers, funds, and other private investors, who demand higher returns and therefore find U.S. Treasuries less attractive. The bank also said more Asian economies are using trade surpluses to expand manufacturing capacity rather than increase financial asset allocations, citing Vietnam and India. It added that more dollar funds generated by trade surpluses are now circulating through Hong Kong and Singapore instead of being directly allocated to U.S. assets.

リキッド・ネットワークは、3億2000万ドル相当の不正アクセスによりフェデレーションウォレットから約4,000 BTCが流出した後、ブロック生成を再開した。その後、攻撃者によって3,400 BTCが返還された。 LiquidがElementsソフトウェアの欠陥を修正し、ビットコイン準備金の回復に取り組んでいる間、取引およびペグ操作は引き続き停止されており、現在も約598.5 BTCが未回収の状態にある。

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。