Central bank decisions dictate the tempo in a packed week of macroeconomic events.The Federal Reserve decides Wednesday at 2:00 p.m. ET, with rates expected at 4.00% from 3.75%. Chair Kevin Warsh's press conference and the updated Summary of Economic Projections follow at 2:30 p.m.The Bank of England is expected to hold at 3.75% on Thursday. The Bank of Japan is expected to raise to 1.25% from 1.00% on Friday.The Dot Plot Carries More Information Than the DecisionWednesday's move is effectively priced. Traders assign roughly 89% probability to a hike, up from about 67% before Friday's CPI, and Goldman Sachs and HSBC have both moved to expecting 25 basis points.The projections are where the uncertainty sits.Markets price roughly 3.5 hikes over the longer term. Bank of America expects 75 basis points total this year and RBC Capital Markets revised from rate cuts to three hikes. Jefferies expects fewer than markets imply, with global economist Mohit Kumar arguing the first move is a credibility matter while subsequent ones depend on the war's duration and oil prices.That range means the dot plot either validates the 75-to-87.5 basis point path or corrects it, and the gap between those outcomes is larger than anything the decision itself delivers.Warsh faces an awkward version of this. He used Jackson Hole to reject forward guidance, arguing it has "overstayed its welcome" outside genuine crises. The projections provide guidance impersonally, which may be the intended route around his own position.The BOJ Decision Is the One Crypto Should WatchFriday's Bank of Japan meeting carries the most direct transmission to crypto, and it is the least discussed.The yen has strengthened from beyond 160 per dollar in early September to the 150 zone — a reversal that began when hedge funds started closing short positions built over two consecutive weeks. Markets priced 75% odds of a hike before the meeting was in view.The yen has long funded positions in US stocks and Treasuries through the carry trade. A rate increase raises the cost of that funding directly, and the currency's appreciation has already been forcing position closures.Japan's 10-year touched 3% this month for the first time in three decades. Treasury Secretary Scott Bessent warned that a disorderly yen market could feed through to higher US rates.Carry unwinds produce mechanical selling of dollar assets regardless of any view on those assets — the one channel that Bitcoin's low rate sensitivity does not insulate it from. Its 90-day correlation with the 10-year Treasury yield sits at −0.17 against gold's −0.41, but forced liquidation does not respect correlation coefficients.The Bank of England Hold Is the OutlierThe BOE holding at 3.75% while the Fed and BOJ both tighten separates it from the pattern.The European Central Bank raised to a 2.5% deposit rate last week and lifted its 2027 and 2028 inflation outlook, with Deutsche Bank's Mark Wall saying another December move now looks "more likely than not."A hold amid coordinated tightening elsewhere puts downward pressure on sterling through the rate differential, and it implies the UK reads the energy shock as more damaging to growth than to inflation.Retail Sales Wednesday Precede the Fed by HoursUS retail sales land at 8:30 a.m. Wednesday, estimated at 0.8% month-over-month after a 0.6% decline. Ex-auto is estimated at 0.5% after a 0.3% drop.That is a large swing, and its timing matters. A strong print hours before the decision reinforces the case that the economy can absorb tightening. A weak one arrives too late to change the outcome but early enough to shape the press conference.Import prices are estimated at 0.2% after a 0.4% decline, which will show how much of the energy shock is passing through at the border.Canada's August inflation rate is estimated at 2.7% from 2.9%, released Monday.Thursday and Friday Test the Growth SideInitial jobless claims are estimated at 209,000 against 206,000, with continuing claims at 1.81 million against 1.82 million.The Philadelphia Fed Manufacturing Index carries an estimate of 30 for September — a strong reading that would sit oddly against an energy shock raising input costs across manufacturing.Industrial production for August is estimated at 0.3% after 0.2%, released Friday morning.Those three prints matter more than usual because the duration question has replaced the direction question. If growth data holds up through the energy shock, the case for a sustained tightening cycle strengthens.The Clarity Act Vote Is Expected but Not ConfirmedThe US Senate returns from summer recess Tuesday and is expected to schedule a procedural cloture vote on the Digital Asset Market Clarity Act.That framing is worth preserving. The vote requires 60 votes to advance H.R. 3633 to floor debate — a procedural gate rather than passage — and Democrats have continued to raise concerns about the absent bipartisan ethics agreement.A new draft circulating among lawmakers runs over 600 pages and includes changes to provisions addressing decentralized finance and traditional finance activities.The bill passed the House 294-134 in July 2025 and cleared Senate Banking with an amendment in June 2026. Clearing cloture would open debate and amendments rather than enact anything.Corporate and Governance ItemsCoinShares reported first-half results Monday, showing a loss of $23.9 million against a $77.6 million profit a year earlier. The company plans to seek shareholder authority for a share repurchase program, citing no long-term debt and approximately $453 million of net assets.Decentralized communities at Hermes Protocol and Cratos DAO open governance votes during the week.Bitcoin traded around $77,800 entering the week, with Santiment data showing BTC-denominated open contracts down 13.5% between September 3 and 11 against a 5% price decline — leaving positioning roughly 20% below pre-rally levels.

Court filings show that Elon Musk’s social media platform X Corp and AI company xAI have resolved and withdrawn their antitrust lawsuit against Apple. According to Odaily, the case was filed against Apple over antitrust claims.

Court filings show that Elon Musk's X and xAI have resolved their antitrust lawsuit against Apple. According to ChainCatcher, the case had accused Apple of antitrust violations.

Grayscale Investments has launched Grayscale Model Portfolios, a series of professionally built model portfolios designed to provide suggested allocations across the digital asset ecosystem. According to ChainCatcher, the offering expands Grayscale's advisor-focused products into portfolio-based strategies built around different investment objectives. Laurie Katz, Grayscale's global head of distribution, said advisers increasingly want to include digital assets in client portfolios without building and maintaining allocations asset by asset. She said the product combines portfolio construction expertise with more than a decade of digital asset experience, allowing advisers to offer digital asset exposure through a single familiar framework. Each model combines multiple digital asset exchange-traded products into one strategy, covering asset selection, position sizing, diversification, and rebalancing. Grayscale Advisors, LLC will deliver the models to financial platforms for advisers to implement in client accounts, while advisers retain full discretion. The four launch strategies are market-cap weighted, rebalanced quarterly, and capped at 40% for any single asset. They include Digital Assets Core Plus, Digital Assets Leaders, Digital Assets Next Gen, and Digital Assets Infrastructure. Digital Assets Core Plus is built around Bitcoin and Ether and also includes assets such as Solana and Chainlink.

Palantir, Nvidia, and Booz Allen Hamilton have begun asking for new safeguards or reducing their use of the most advanced models from Anthropic and OpenAI as concerns grow that the companies may learn from customer intellectual property. According to ChainCatcher, Microsoft is using those concerns to attract customers to its own products.

According to Wallstreetcn, major U.S. sector ETFs traded mixed at the open, with consumer staples ETFs and health care ETFs rising nearly 2%, while semiconductor ETFs fell more than 5%, the Global Technology Stocks Index ETF dropped more than 3%, and technology sector ETFs declined nearly 3%.

Altman thông báo rằng OpenAI sẽ từ bỏ kế hoạch IPO năm 2026. Đằng sau khoản lỗ khổng lồ 13 tỷ đô la doanh thu và 38,5 tỷ đô la tiền mặt là ba yếu tố chính: định giá, quy định và sức mạnh tính toán.

Với trái phiếu chuyển đổi không lãi suất và cổ phiếu chuyển đổi có giá trị cao hơn mệnh giá, Zhipu đã huy động thêm được 5 tỷ đô la. Sau thời gian đốt tiền không đáy, giờ đây họ đang đặt cược vào câu chuyện mới của mình dựa trên các mô hình tự đào tạo. Liệu thị trường vốn có còn tin tưởng vào họ?

Trong một động thái hiếm hoi, Musk đã đăng bốn tin nhắn trong vòng 48 giờ, tiết lộ sự thận trọng của ông đối với trí tuệ nhân tạo tổng quát (AGI) và tuyên bố rằng AI không được kiểm soát còn đáng sợ hơn cả vũ khí hạt nhân. Trong khi đó, xAI của ông tiếp tục mở rộng nhanh chóng về khả năng huấn luyện và tính toán.

Robinhood Chain đã đạt được khối lượng giao dịch và doanh thu cao, và hệ sinh thái cổ phiếu được mã hóa, Launchpad và DEX của nó đang nhanh chóng hình thành, nhưng cổ tức thực sự dành cho người dùng bán lẻ vẫn chưa được công bố.

Trí tuệ nhân tạo đang lần lượt giải quyết các bài toán toán học, và các nhà toán học như Terence Tao và Strogatz đang đứng trước nguy cơ "mất khả năng hiểu con người".

Bài viết này, được viết từ góc nhìn của một nhà điều tra vụ án, cung cấp một cái nhìn tổng quan ngắn gọn về các phương pháp rửa tiền, các loại quỹ và các mối đe dọa tài chính trong lĩnh vực rửa tiền bằng tiền điện tử, nhằm mục đích giúp các nhà nghiên cứu từ các quốc gia khác nhau thu thập thông tin tình báo tốt hơn về các mạng lưới rửa tiền bằng tiếng Trung Quốc.

Ngày thứ Hai mở đầu với một sự thất vọng lớn. Bitcoin đã giảm xuống dưới mức 77.000 đô la trong thời gian ngắn, sau đó quay trở lại mức 76.000 đô la. Áp lực lên thị trường càng gia tăng do cuộc họp về lãi suất hôm thứ Tư.

Câu nói mỉa mai "Mong bạn hạnh phúc khi nghèo" đã là chuyện của quá khứ. Bài viết này phân loại tài sản tiền điện tử thành ba nhóm: các doanh nghiệp tiền điện tử tập trung vào dòng tiền, các meme trung thực dựa trên sự đồng thuận và các thị trường đầu cơ thuần túy, đồng thời cung cấp một khuôn khổ hoạt động cho việc nắm giữ theo chu kỳ và đầu cơ ngắn hạn.

Trí tuệ nhân tạo: Những gã khổng lồ AI từng đẩy nhanh tiến độ phát triển giờ đây cuối cùng cũng bắt đầu lo sợ AI. Golden Finance đưa tin rằng AI có thể giết chết tất cả chúng ta trong vòng một thập kỷ.

Vào ngày 25 tháng 6, một kẻ tấn công đã tạo ra lượng nBTC trị giá 40,65 BTC của Nomic mà không cần gửi bất kỳ Bitcoin nào để đảm bảo cho số token đó. Sau đó, Osmosis phải mất 74 ngày để phát hiện ra lỗ hổng này - nơi mà lượng dự trữ allBTC của họ bị thiếu hụt 36% - mới chịu chi trả.