Garrett Jin is taking profits on his 1,868 BTC long position, which has been held for more than three months. According to BlockBeats On-chain Detection, he has already closed 276 BTC and realized a profit of $210,000. He still holds 1,592 BTC, with unrealized gains of $1.18 million. The position was reported on September 3.

Morgan Stanley said short-term uncertainty for Trip.com is rising amid weak domestic consumption, high oil prices and a restructuring of hotel commission systems, according to ETNet. The bank cut its ADR target price to $52 from $57 and kept an Overweight rating. It also lowered its 2026-2028 revenue forecasts by 1% to 3% and earnings per share estimates by 2% to 7%. Morgan Stanley said summer travel demand in China and for outbound trips was soft because of extreme weather in July, macroeconomic pressure and geopolitical risks. It said the next point to watch is the National Day holiday, when travel demand deferred by the summer weather could outperform expectations, while oil prices and the macro backdrop remain downside risks.

A domestic biopharmaceutical company has signed an exclusive licensing agreement with a global multinational drugmaker for its independently developed tri-specific antibody candidate, giving the partner worldwide rights to develop, manufacture and commercialize the drug, according to Jiemian News. The deal carries potential total consideration of up to $1.53 billion, including a $75 million upfront payment and up to $1.455 billion in milestone payments, plus tiered royalties on net sales. The candidate is still in the preclinical stage, and the agreement is the latest example of an early-stage Chinese innovative drug asset winning recognition from a multinational pharmaceutical company.

Hua Medicine said its core diabetes drug Hatuoning, or dorzagliatin, generated 379 million yuan in net sales in the first half of 2026, up 74% year on year, as sales reached 3.055 million boxes, according to Jiemian News. The company also reported gross profit of about 234 million yuan and a pretax loss of 30.2 million yuan, while guiding for profitability in 2027. Jiemian News reported that Hua Medicine's 2026 interim results showed Hatuoning remained its only commercial product. The drug was approved in China in 2022, entered China's national reimbursement list at the end of 2023 and began reimbursement in 2024. Hua Medicine said its patent term extension was approved by China's National Intellectual Property Administration in February 2026, extending core patent protection to April 2034. The company said Hatuoning's sales rose after it took back full China commercialization rights from Bayer on January 1, 2025. By the end of 2025, Hua Medicine had built a nationwide sales team of 130 representatives and more than 50 staff in marketing, medical affairs and commercial operations; by June 30, 2026, the sales force had expanded to 187 representatives. Hua Medicine said Hatuoning's gross margin rose to 61.8% in the first half of 2026 from 56.9% in 2025 and 48.7% in 2024.

The Standard Reserve said it will undergo a second audit funded by the Uniswap Foundation as it moves toward launch. According to Foresight News, the on-chain central bank announced the update on X and said it is progressing toward being listed.

Catcher Predict monitoring showed sharp volatility in the Polymarket submarket for the U.S. Open ATP match between Jamie Faria and Carlos Alcaraz. According to ChainCatcher, the probability of the Over 4.5 option in the total sets market fell from 44.5% one hour earlier to 22%, a drop of 22.5 percentage points. The article said to watch for the impact of related breaking news.

According to Jin10, Tencent has officially launched the financial edition of WorkBuddy, according to Tencent Security.

Yen traders are on heightened alert for possible intervention around the Bank of Japan’s upcoming policy meeting, according to Bloomberg. A three-day holiday after the decision could give authorities a chance to act in thinner trading.

谷歌杀回来了！凌晨谷歌正式发布Gemini 3.8 Flash，以及专攻网络安全的Gemini 3.8 Flash Cyber。这是谷歌在短短六周内连续发布的第三个Flash版本。

Robinhood Chain Meme币热潮下，美股正借AMM悄然上链。

彭博策略师White指出，国库券因零折价率可在回购市场被反复质押，功能日益接近货币，形成类货币供给扩张效应，并与结构性通胀存在领先关系。这一趋势令美联储陷入两难。

投资者目前将黄金和比特币两类资产同时用于对冲货币贬值。比特币诞生后一直按照风险资产进行定价，如果这种与黄金相关性能延续，未来十五年其定价逻辑或将截然不同。

特朗普周三突然提出将霍尔木兹海峡改名为“特朗普海峡”，几个小时后又表示这只是“随口一提”。与此同时，他强调11月中期选举不会左右对伊朗的战争决策：“我不参选。”

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9月2日，《富爸爸穷爸爸》作者罗伯特·清崎（Robert Kiyosaki）在播客节目中自曝“负债12亿美元”的言论引发市场广泛关注。

修路的日子告一段落后，以太坊终于开始动手收拾那些让普通人发疯的链上体验了。

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Bitcoin Asia 散场，三大信号：比特币转向全球支付储备，RWA 持有人月增 440%，AI 代理靠 Crypto 自动结算。行业不再问何时涨，只看谁真在用。