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 If related data remains unpublished as of January 1, 2027, the event may stay open until 11:59 p.m. on January 4.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.

상장된 채굴업체들의 현금 비용이 코인 가격보다 낮아지는 현상이 발생하면서, 다수의 채굴업체들이 채굴을 중단하고 AI로 전환하고 있으며, 이미 전력이 공급된 부지들은 희소 자산으로 재평가되고 있다.

젠슨 황, “두려움은 과장됐다”고 밝혀

현재 미국 주식의 과대평가 상황을 분석하고, 신흥시장에 대한 투자 비중을 늘려야 할지 여부를 논의한다.

스테이블코인 뱅크런 사건에서 나타나는 차익거래 메커니즘의 중앙집중화 문제와 이것이 시장 안정성에 미치는 영향을 연구한다.

오스틴 첸이 설립한 AI 및 효과적 이타주의 자선 단체인 매니펀드(Manifund)는, FTX 붕괴 사태에 연루되어 징역 2년형을 선고받은 알라메다 리서치(Alameda Research)의 전 CEO 캐롤라인 엘리슨을 채용하기로 결정한 이후 거센 논란에 휩싸였다.

발란서(Balancer)는 해킹 사건 이후 실시한 구조조정을 통해 충분한 수익을 창출하지 못하자, 프로토콜을 단계적으로 종료하고 900만 달러 이상의 재무부 자산을 BAL 보유자들에게 반환할 것을 제안했다.

로빈후드의 전직 엔지니어 두 명이 회사의 가장 기밀로 취급되던 정보 중 하나인 — 어떤 암호화폐를 언제 상장할 계획인지 — 를 하이퍼리퀴드(Hyperliquid)에서 개인적인 거래 신호로 활용했다는 혐의를 받고 있다.

2026년 9월 16일, ARC 메인넷이 정식 출시되었습니다. 이 글에서는 Arc에서 주목할 만한 프로젝트들을 정리해 보겠습니다.

황인훈, AI 종말론에 대한 입장 표명: “많은 예측은 지어낸 것”이라며 “안전과 혁신은 상충하지 않는다”, “중국은 글로벌 오픈소스 분야의 주요 주역으로 부상할 전망”

미국의 암호화폐 법안이 상원에서 49대 50으로 부결되며, 통과에 11표가 모자라 암호화폐 업계와 워싱턴 간의 14개월간의 ‘허니문’이 끝을 고했다.