PPP prediction market tool monitoring showed that the probability on Polymarket of OpenAI's valuation reaching $1 trillion by the end of 2026 rose to 82%, up 20% over the past 24 hours. According to Odaily, the market will settle as "Yes" if Nasdaq Private Market's OpenAI NPM Price or, if applicable, official IPO or direct-listing market data shows that OpenAI's private or public valuation reached the target level between the event creation date and December 31, 2026. Nasdaq Private Market publishes data only on trading days and updates it at 1:00 p.m. Eastern Time the following day. If related data remains unpublished as of January 1, 2027, the event may stay open until 11:59 p.m. on January 4. If OpenAI goes public through an IPO or direct listing during the period, the event will also consider the official offering-price valuation and the company's public market capitalization through December 31, 2026.

Bitcoin spot ETF inflows briefly returned in late August before turning back to net redemptions after about three weeks. According to Foresight News, glassnode said ETFs bought during both the earlier rally and the subsequent pullback, but they are not currently buying into Bitcoin's decline.

According to CNBC, SK Hynix and Intel rose more than 2.5% premarket after a Reuters report that SK Hynix was in talks with Intel to manufacture memory chips in the U.S. for the first time; SK Hynix said no decisions have been made regarding any partnership with Intel. J.B. Hunt Transport Services tumbled more than 11% after warning that its third-quarter earnings may fall between 5% and 10% compared with the previous quarter, which it attributed to internal adjustments to account for rising rates of purchased transportation. Expedia fell more than 2.5% after Morgan Stanley downgraded the stock to underweight, with analysts citing a weak risk/reward profile and greater exposure to a potentially weaker consumer. Energy stocks declined as U.S. oil prices fell 2% following a report that energy inventories rose last week; Diamondback Energy dropped almost 4%, Occidental Petroleum was off 1%, and ExxonMobil and Devon Energy were both down almost 1%. Paychex gained more than 1% after Wolfe Research upgraded it to peer perform, with analysts saying the current macroeconomic environment supports the company's revenue growth forecast and that its skew toward blue collar workers offers protection from AI-related job losses. Union Pacific rose 1.5% after UBS upgraded the stock to buy, with analysts expecting strong volume growth to drive better-than-expected earnings through 2028.

Market sources said Blockfusion has signed a 15-year lease agreement for an artificial intelligence campus with CoreWeave. According to ChainCatcher, the deal was reported by market消息 and did not include additional terms.

According to Wallstreetcn, PwC plans to cut bonuses for its Swiss employees by half as the accounting firm seeks to reduce costs amid rising AI use and a challenging economic environment. Sources said the changes were announced in several internal meetings for specific teams over the past few weeks, while a PwC spokesperson said the company does not comment on internal or employee matters and could not confirm or deny rumors about bonuses or other decisions.

上場鉱山企業のキャッシュコストが仮想通貨価格を下回る状況となり、多くの鉱山企業が採掘を停止してAIへ転換する一方、すでに電力供給が整っている採掘拠点は希少資産として再評価されている。

ジェンセン・フアン氏、「懸念は過大評価されている」と述べる

現在の米国株の割高状況を分析し、新興市場への投資配分を増やすべきかどうかを検討する。

ステーブルコインのパニック引き出し事象におけるアービトラージメカニズムの集中化問題と、それが市場の安定性に及ぼす影響について研究する。

オースティン・チェン氏が設立した、AIと効果的利他主義を掲げる慈善団体「マニファンド（Manifund）」は、FTX破綻に関与したとして懲役2年の判決を受けたアラメダ・リサーチの元CEO、キャロライン・エリソン氏を採用することを決定したことを受け、激しい論争の渦中に巻き込まれている。

Balancerは、エクスプロイト発生後の事業再編により十分な収益を上げることができなかったことを受け、プロトコルの段階的終了と、900万ドルを超えるトレジャリー資産をBAL保有者に返還することを提案した。

ロビンフッドの元エンジニア2名は、同社が最も厳重に管理していた情報の一つ――どの仮想通貨をいつ上場させる予定か――を、Hyperliquid上で個人的な取引シグナルとして利用していたとされる。

2026年9月16日、ARCメインネットが正式にローンチされました。本記事では、Arc上で注目すべきプロジェクトをまとめます。

ジェンスン・ホアン氏がAIの「終末論」に反論：「多くの予測はでっち上げだ。安全性とイノベーションは矛盾しない。中国は世界のオープンソース界において重要な勢力となる見込みだ」

米国の暗号資産法案は上院で49対50で否決され、可決まで11票足りなかった。これにより、暗号資産業界とワシントンとの14か月にわたる「蜜月期間」は幕を閉じた。