Japanese long-term government bond prices rose as the Bank of Japan began a two-day policy meeting today. According to Sina Finance, the 40-year yield fell 7 basis points to 4.095%, while the 20-year yield declined 2 basis points to 3.835%.

Ron Baron said he once discussed the possibility of a merger between Tesla and SpaceX with Elon Musk and would support whatever Musk decides. According to Sina Finance, Baron also said Starlink revenue could reach $1 trillion within 10 years, with users rising from about 15 million now to 300 million.

Taiwan is expected to keep its benchmark rate unchanged for a 10th straight quarter, the longest stretch since 2019, as consumer inflation slows even while the economy surges on AI, according to Bloomberg.

ESS Frontier LLC filed a lawsuit on September 4, 2026, in the U.S. District Court for the Southern District of New York against Ostium Foundation, Ostium Labs Co., Deltax LTD., DX Group Limited, Ostium co-founder and CEO Kaledora Kiernan-Linn, and John Doe Transferees 1-10. According to ChainCatcher, the case concerns an arbitration matter under 09 U.S.C. § 206, seeking an order to compel arbitration and appoint an arbitrator. The plaintiff also submitted a complaint, an emergency motion for a temporary restraining order, a motion to seal limited materials, and related declarations. Public reports said the dispute involves about $15 million in crypto loans, and ESS Frontier LLC is suing as the assignee of claims from Hong Kong lender Minghui Zheng. On September 14, the plaintiff filed a first amended complaint and added Minghui Zheng as a co-plaintiff. The court is scheduled to hold a hearing on September 17.

Bitcoin financial services company River released a report by Sam Baker arguing that the traditional 60/40 stock-bond portfolio is no longer suitable for long-term investors. According to ChainCatcher, the report recommends raising Bitcoin allocation to as much as 10%. The report said the 60/40 portfolio delivered annualized returns of about 5% to 15% from 1980 to 2020, but inflation, debt, and the stock-bond correlation have reversed. It also said U.S. Treasury debt exceeded $40 trillion in August 2026. Over the past decade, a simulation showed that replacing part of bonds with 10% Bitcoin lifted the portfolio's final value from $25,364 to $60,595, while maximum drawdown increased by only 6 percentage points. As of August 2026, Bitcoin accounted for about 0.5% of global financial assets.

Hong Kong's government has released its 2026 policy address, outlining plans to further expand the use of digital assets in traditional financial markets. According to ChainCatcher, the Securities and Futures Commission will improve the virtual asset licensing regime and the regulatory framework for tokenized investment products, while promoting the issuance and trading of gold and other suitable RWAs on licensed platforms. Hong Kong also plans to make digital bond issuance routine and explore the full lifecycle use of digital currencies for settlement, coupon payments, and redemption. According to ChainCatcher, the Hong Kong Monetary Authority will test the tokenized operation of more than HK$1.3 trillion in Exchange Fund Bills before year-end and aims to enable CBDC settlement and 24/7 operation for EnsembleTX by year-end.

According to Wallstreetcn, at the 2026 Intelligent Economy Forum held in Beijing on September 16, Baidu Executive Vice President and Baidu Intelligent Cloud Group President Shen Dou proposed the concept of an "industrial agent operating system" and said industrial agents could narrow the gap between model capability and economic growth, turning advances in model capability into business results and making large models a real economic force. He said the support for industrial agents should include three types: general agents, professional agents and customized agents.

Berkshire Hathaway Inc. is considering increasing its holdings in Japanese trading houses, according to the head of the lobby group for the firms, Bloomberg reported. Itochu did not provide further details.

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渣打给 ARB 十美元目标价，押注 Robinhood Chain，但收益进的是 DAO 金库。

一个月不是锁仓期，也不是网络堵了，而是以太坊主动限制验证者进入速度的结果。

美联储会议真正值得交易的，并不是几乎被完全定价的 25 个基点加息，而是沃什能否借此重新掌握政策叙事权，撬动美国股债汇与黄金定价逻辑的关键也在此一举。

美国加密货币新规投票再次失败，仅差11票未能通过。

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。