On September 2, Tradingbeats monitoring showed that Wintermute’s address held short positions across 83 assets, with total notional short exposure of about $125 million and overall unrealized gains of about $1.43 million. According to BlockBeats On-chain Detection, after excluding small dust positions below $10,000, 71 short assets remained. Its largest position was a short on ETH, with about 20,783.66 ETH currently held short, a position value of about $50.13 million, and 15x cross leverage. The average opening price was about $2,442.1, while the current mark price was about $2,412.1, leaving unrealized gains of about $623,600. Other large shorts included about $14.51 million in SOL shorts, with unrealized gains of about $400,200; about $13.12 million in BTC shorts, with unrealized losses of about $36,900; and about $7.27 million in HYPE shorts, which were close to breakeven with unrealized gains of about $2,161. The top four short positions totaled about $85.04 million, accounting for roughly 68% of its total short exposure.

Wintermute is short 83 assets with total notional short exposure of about $125 million and unrealized profit of about $1.4339 million. According to Odaily, after excluding positions below $10,000, the firm still holds 71 short assets. Its largest short is ETH, with about 20,783.66 ETH worth roughly $50.13 million, using 15x cross leverage. The position has an average entry price of about $2,442.1 and a current mark price of about $2,412.1, leaving an unrealized profit of about $623,600. Other large shorts include SOL at about $14.51 million with an unrealized profit of about $400,200, BTC at about $13.12 million with an unrealized loss of about $36,900, and HYPE at about $7.27 million, near breakeven with an unrealized profit of about $2,161. The top four shorts total about $85.04 million, or 68% of the overall short exposure.

According to the BBC, Ukrainian President Volodymyr Zelensky warned airlines that Russian airspace was becoming increasingly dangerous as Ukraine steps up drone strikes, saying flights over Russia were effectively closing. He said airlines, insurers and operators using major Russian airports, including in Moscow and St Petersburg, should take the risk into account, while Russian President Vladimir Putin called the remarks a declaration of state terrorism and said Moscow would continue its attacks on Ukraine. Aviation risk advisory firm Osprey Flight Solutions said in an alert that most Ukrainian drone and missile strikes were likely to remain within 300km of the border, but deeper attacks inside Russia were almost certain to continue this year. The firm also said the frequency of strikes could rise in the short term. Ukraine has targeted energy facilities and large retailers inside Russia, while Chinese, Turkish and Gulf state airlines are among those still using Russian airspace for faster routes between Asia and Europe.

According to the BBC, the nuclear-powered aircraft carrier USS Abraham Lincoln has docked in Thailand after spending a record 250 days at sea without a port stop, giving its nearly 5,000 crew members a break. The ship is near Pattaya, where local businesses hope the arrival of thousands of U.S. sailors will lift spending after the Iran war hurt tourism and consumer demand. The carrier left San Diego last November for a six-month Pacific and South China Sea deployment, but was diverted to the Gulf after U.S. and Israeli military operations against Iran began in late February. The U.S. Navy said working conditions on board had been tough, while Thai authorities have restricted access to some nightlife areas, deployed hundreds of police officers and warned businesses not to overcharge American visitors.

Polymarket’s Detroit Tigers vs. Minnesota Twins market saw the Over option in the O/U 9.5 submarket swing sharply, falling from 82% one hour earlier to 50% at present, a 32-point drop. According to ChainCatcher, the move was flagged by Catcher Predict monitoring, which noted that related breaking news may have affected the market.

Polymarket’s "Miami Marlins vs. Kansas City Royals" submarket for "O/U 8.5" saw the "Over" option surge from 43.5% one hour ago to 71% at present, a 27.5 percentage-point swing. According to ChainCatcher, the move may reflect the impact of a sudden news event.

Phison Electronics Corp. co-founder and CEO KS Pua said NAND flash memory may face its worst shortage next year, according to Bloomberg. Pua also discussed NAND's role in artificial intelligence. Phison Electronics designs, makes and sells controller chips for NAND flash memory used in solid-state drives, USB drives and memory cards.

Suiyuan Technology (688801.SH) began taking subscriptions on September 2, with its IPO priced at 142.18 yuan per share and an implied market value of about 61.187 billion yuan at listing, according to Jiemian News. The company said the offering could raise 6.119 billion yuan in gross proceeds and 5.81 billion yuan net after fees. The chip designer, founded in March 2018, has developed four generations of architecture and five cloud AI chips, and plans to use the proceeds for three projects: fifth-generation AI chip R&D and industrialization, sixth-generation AI chip R&D and industrialization, and advanced AI hardware-software co-innovation. It has not yet turned profitable. Revenue was 301 million yuan in 2023, 722 million yuan in 2024 and 990 million yuan in 2025, while net losses attributable to shareholders were 1.665 billion yuan, 1.51 billion yuan and 1.164 billion yuan, respectively. In the first half of 2026, revenue rose to 1.12 billion yuan from 611 million yuan a year earlier, but the attributable net loss widened to 632 million yuan. The prospectus said Suiyuan expects revenue of 2.3 billion yuan to 3 billion yuan in the first nine months of 2026, with a net loss of 700 million yuan to 860 million yuan. It also said the company had cumulative R&D spending of 3.676 billion yuan in 2023-2025, equal to 182.55% of cumulative revenue, though the ratio fell from 408.01% in 2023 to 181.66% in 2024 and 114.63% in 2025. The company warned that its revenue remains constrained by the early stage of China's domestic AI computing industry, long customer validation cycles and heavy dependence on Tencent, which accounted for 83.79% of revenue in 2025 through direct sales and AVAP model sales.

从算法层往下挖：为什么这两件事在数学上本就是同一件事的两半？

Meta Platforms is moving its internal communications from Google Chat to Slack, marking a significant shift in how one of the world's largest technology companies manages day-to-day workplace communication

A fake Claude desktop app is being used to spread RevStealer, malware that steals crypto wallets, passwords and browser data.

Anthropic,AI Agent,LLM,Claude,Token,Fable 5.1来了 号称全球最强 Anthropic也开始卷“缓存价格” 金色财经,缓存价格降75%。

Astra is the first OpenAI model formally classified as Critical under the company's Preparedness Framework — the highest cybersecurity capability designation

Singapore is reconsidering a key pillar of its stablecoin policy, opening the door for certain foreign-issued and jointly issued tokens to potentially qualify under its regulatory framework.

BTC重新站上并远离200日均线，市场普遍低配、空头集中，已经符合牛市初期特征；当前更像熊市中后期，真正进入牛市仍需等待美元流动性、财政政策与美债市场给出明确信号。

人工智能,AI Agent,AI编程的系统性风险与四层防御体系 金色财经,驯服AI编程中的幻觉：从工程化治理到系统确定性。

永续合约,DeFi,期权,Perp DEX,加密货币,加密期权：当下是否是布局窗口？ 金色财经,当下真正的变化是什么？这真的是加密期权的拐点吗？

预测市场已经不是两家公司的专场，加密交易所和链上协议都在往里挤。