Japan's Finance Minister Satsuki Katayama said the government will sharply review and cut redundant subsidies and tax breaks in response to criticism that ministries identified only three possible items for reduction in a voluntary cost-saving review. According to Sina Finance, she said on a Fuji TV program that the government will seek to sharply reduce spending to show that policy is not simply about heavy spending. Katayama also said the government will not issue new debt to fund a consumption tax cut, and that funding will be secured in a way that maintains market confidence. Tax revenue is expected to come in slightly above expectations.

Westpac Banking Corporation said Japan's possible extra defense spending will deepen pain in the bond market and affect global bonds. According to Sina Finance, Martin Whetton, head of financial markets strategy at the bank, said Federal Reserve rate hikes and persistently higher oil prices will push U.S. Treasury yields higher again, and that the move toward 5% during Monday's trading session should be seen as normal rather than exceptional. The 10-year U.S. Treasury yield rose nearly 3 basis points to 5.01%.

China Life Insurance (02628) fell as much as 3.02% to HK$28.86, breaking below its 20-day moving average of HK$29.289, according to ETNet. The stock last traded at HK$28.90, down 3.02%, after 23.95 million shares changed hands for HK$703 million. The active buy-sell ratio was 42:58, with net active selling of HK$101 million. Hang Seng Index was down 0.9% at 24,703, while the Hang Seng China Enterprises Index fell 0.9% to 8,207.

USDC’s cumulative on-chain transaction volume has surpassed $100 trillion as of September 12, 2026, according to a post by USDC’s official account on X. According to ChainCatcher, the stablecoin has long been used to support money transfers at internet scale.

Pudgy Penguins said it will enter the beverage industry through a partnership with Kung Fu Tea. According to Foresight News, the two sides plan to launch two Pudgy Penguin-themed bubble teas at Kung Fu Tea stores across the United States in the coming weeks.

AI正在重新定义世界，而真正重要的问题或许并不是人类能把AI推到多快，而是当这场技术革命席卷全球之后，有多少人能够真正从中受益。

U.S. manufacturing is facing a new wave of supply chain inflation pressure. According to Sina Finance, executives and industry data showed higher spending on raw materials, energy, and freight, with some input costs rising by double digits and forcing some companies to raise product prices. Earth Quaker Devices CEO Julie Robbins said the same goods now cost more, and the company has already raised prices twice this year. The article said rising fuel prices, import tariffs, and AI-driven demand for key electronic components are adding to inflation pressure, while the Institute for Supply Management's closely watched August survey showed price increases across more than 10 manufacturing industries and no industry reporting lower prices. The article also said U.S. 10-year Treasury yields rose above 5% for the first time since 2023 this week, and Wall Street is betting the Federal Reserve will announce a rate hike on Wednesday. Data from the Bureau of Labor Statistics showed the producer price index for processed intermediate goods rose 11.5% year over year in August, while the index for unprocessed raw materials such as scrap metal rose 12.8%.

Robinhood plans to offer eligible stock token holders 1:1 redemptions for shares with voting rights. According to NS3.AI, the company did not provide a launch date, a list of countries, or eligibility rules for the program. The plan comes 10 days after AMC CEO Adam Aron called the tokens a quasi-fake market and told Robinhood to stop selling them. Robinhood has not disclosed further details on how the redemption process will work.

Long-dated U.S. Treasuries are looking fragile ahead of this week's Federal Reserve rate decision, with the 10-year term premium already below its level at the start of the year. According to Sina Finance, oil prices are currently the key driver of Treasury yield moves in the short term, while widening fiscal deficits and intensifying capital competition suggest any rebound in long bonds may be short-lived. Markets have effectively pushed the Federal Reserve into a rate hike this week, lifting the probability of a Wednesday policy meeting increase to above 90%. According to Sina Finance, the focus has shifted from whether the Fed will hike to how long the tightening cycle will last, with pricing leaning toward at least one more hike before year-end. Rising energy prices and a large supply of U.S. Treasuries indicate that bonds across maturities may struggle to find relief in the near term. According to Sina Finance, the 10-year yield has just touched its highest level since 2007. On the corporate side, even if the pace of AI development slows, equities would likely feel the impact long before Treasuries get support. According to Sina Finance, as hyperscale data center operators increasingly use debt markets to finance AI buildouts and long-term supply agreements limit a rapid pullback in investment, heavy bond issuance will keep capital tight. In the absence of a clear catalyst for oil prices to keep falling, expanding fiscal deficits and continued corporate borrowing could leave term premium room to reprice higher and keep the 10-year Treasury yield more firmly above 5.0%.

这次投票要是黄了，加密市场的系统性结构立法可能要拖到2030年。

从最新的情况来看，清晰法案依旧面临考验，一旦不通过，SEC和CFTC已经准备好了B计划。

Anthropic,OpenAI,AI Agent,“裁判”不想给阿莫迪吹暂停 金色财经,有分歧。

他认为，第三方验证可能会成为未来人工智能安全法规的一部分。

Uniswap V4,Hooks,Uniswap v4上的恶意Hooks 金色财经,hooks 的问题：对建设者和作恶者同样开放

最强的 AI 模型，正在遭遇一批最有钱的大客户设限。

据称获取了Revolut敏感客户信息的网络攻击者已开始在网上发布这些数据，并威胁称，如果这家金融科技公司不屈服于他们的要求，他们将每天公布更多客户记录。

RWA的未来，不再是单纯上新资产，而是把资产转化为具备生产能力的资本，最终实现无国界资本流通：资产可自由转移、结算、交易、抵押，并与链上其他金融体系深度融合。

AI的发展速度，大概率仍将由算力、资本和地缘竞争这几个变量主导，而不是这封周末发出的公开信。