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.

리퀴드 네트워크(Liquid Network)는 3억 2천만 달러 규모의 해킹 공격으로 페더레이션 지갑에서 약 4,000 BTC가 유출된 후 블록 생성을 재개했으며, 이후 공격자들이 3,400 BTC를 반환했다. 리퀴드가 ‘엘리먼츠(Elements)’ 소프트웨어의 결함을 수정하고 비트코인 준비금을 복구하는 동안 거래 및 페그 운영은 여전히 중단된 상태이며, 약 598.5 BTC가 여전히 미회수 상태입니다.

인공지능, LLM, 법률, 정책 및 규제, 이분법적 대립 거부: 대규모 모델 증류 행위에 대해서는 법적 평가와 증거 중심 접근을 고수해야 한다. 골든 파이낸스, 대규모 모델 증류 기술의 중립성이라는 외관 아래, 법적 경계는 도대체 어디에 있는가?

PumpFun은 암호화폐 분야에서 수익성이 가장 뛰어난 사업 중 하나를 보유하고 있지만, 동시에 투명성 부족과 토큰 인센티브 연계가 미약하다는 등의 문제도 안고 있다. Pons와 StonkFun의 공세에 효과적으로 대응할 수 있을지가, 이 회사의 경쟁 우위를 지켜낼 수 있을지 여부를 가늠하는 핵심이 될 것이다.

유명인이 발행한 코인은 결국 제로가 되는 운명을 피할 수 없으며, 밈(MEME) 열풍도 결국 사그라들게 마련이니, 투기 행위를 투자로 착각하지 마십시오.

TradeXYZ가 지속적으로 새로운 거래 시장을 추가함에 따라, 거래소 내 거래량에서 차지하는 비중이 꾸준히 증가하고 있습니다. 새로운 거래 시장이 하나 추가될 때마다 순 신규 사용자가 유입되며, 연중 수차례 발생한 거시적 요인들이 이러한 성장세를 더욱 가속화했습니다.

금요일 CPI 발표를 앞두고 채권 시장이 먼저 움직이기 시작했다. 10년물 미국 국채 수익률은 4.943%까지 상승했으며, 다음 주 연방준비제도(Fed)의 금리 인상 확률은 71%로 높아졌다. 시장은 연준이 다시 긴축 기조로 돌아설 수 있다는 우려를 나타내고 있으며, 진정한 관건은 CPI가 결정적인 한 방을 날릴 수 있을지 여부에 달려 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3178호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

기계 결제 경로에서 자율 조달 네트워크에 이르기까지, ‘누가 구매자에게 장비를 공급할 것인가’를 둘러싼 인프라 전환이 이루어지고 있다.

골든파이낸스가 《골든 Web3.0 일간지》를 발행하여 AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

일본 국채 수익률이 30년 만에 처음으로 3%를 돌파하면서 전 세계적으로 경각심을 불러일으키고 있다.