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 If related data remains unpublished as of January 1, 2027, the event may stay open until 11:59 p.m. on January 4.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

上市矿商现金成本倒挂币价，多家矿企付费停挖转向AI，已通电场址被重估为稀缺资产。

黄仁勋表示这种担忧被夸大了

分析当前美股估值过高的情况，探讨是否应该增加新兴市场的投资配置。

研究稳定币挤兑事件中的套利机制集中化问题及其对市场稳定性的影响。

由奥斯汀·陈（Austin Chen）创立的人工智能与有效利他主义慈善机构Manifund，因决定聘请阿拉梅达研究公司（Alameda Research）前首席执行官卡罗琳·埃利森（Caroline Ellison）而卷入一场争议风波。埃利森因在FTX崩盘事件中扮演的角色被判处两年监禁。

由于漏洞利用事件后的重组未能产生足够的收入，Balancer 已提议逐步关闭其协议，并将超过 900 万美元的国库资产归还给 BAL 持有人。

据称，两名曾供职于Robinhood的前工程师，将该公司最机密的信息之一——即计划上线哪些加密货币以及上线时间——转化为Hyperliquid平台上的个人交易信号。

2026年9月16日，ARC主网正式上线。本文梳理Arc上值得关注的项目。

黄仁勋回应AI末日论：许多预测是编的，安全和创新不矛盾，中国有望成全球开源重要力量

美国加密法案在参议院以49比50败北，差11票未过，币圈与华盛顿14个月的蜜月期宣告结束。