1. Popular Coins on CEX
Top 10 transactions on CEX and 24-hour price change:
- BTC: +0.09%
- ETH: -0.93%
- SOL: +0.35%
- XRP: +0.94%
- ZEC: -1.9%
- UNI: -0.89%
- BNB: +0.7%
- DOGE: +0.57%
- SUI: +4.11%
- ARB: +13.14%
Top gainers in 24 hours (data sourced from OKX):
- T: +44.16%
- CP: +37.77%
- EGLD: +25.79%
- xSNOW: +17.59%
- EDGE: +14.12%
- ARB: +13.14%
- SNT: +11.95%
- xASTS: +11.8%
- KITE: +10.94%
- LIT: +10.68%
Top gaining stocks and coins in 24 hours (data sourced from msx.com):
- EOSE: 19.04%
- SNOW: 17.06%
- CHPT: 16.79%
- DELL: 14.31%
- IREX: 12.59%
- ASTS: 12.29%
- AEHG: 11.42%
- ORBS: 9.79%
- RDDT: 8.84%
- ONDS: 7.95%
2. Popular on-chain Meme (data sourced from GMGN):
- PONS
- $1
- CASHCAT
- AI
- 牛来
Headlines
Payward, parent company of Kraken, postpones IPO to as late as the second quarter of 2027
Odaily Planet Daily reports that the parent company of the US cryptocurrency exchange Kraken, Payward, has postponed its IPO plans to as late as the second quarter of 2027. Payward had previously submitted an S-1 registration statement secretly but later shelved its listing plans due to adverse market conditions.
At the same time, Payward is expanding its business by acquisitions, having completed the acquisition of derivatives platform Bitnomial and stablecoin payment platform Reap this year, and has agreed to acquire the wallet infrastructure business of Magic Labs, pushing Kraken to transform from a cryptocurrency exchange to a broader financial services platform. (CoinDesk)
Odaily Planet Daily reports that Kimi's parent company, Dark Side of the Moon, has submitted A1 application to the Hong Kong Stock Exchange in a confidential manner, officially starting the Hong Kong IPO process. At the same time, the company is moving forward with a new round of financing at a pre-financing valuation of approximately $50 billion, expected to be the last round before the IPO. Reports cite public and market information saying that Kimi's model iteration accelerated this year, successively releasing K2.5, K2.6, and K3, updating about every three months. In terms of income, Kimi's ARR broke $100 million in early March this year, increasing to about $300 million by mid-June; After the release of K3, the enterprise ARR saw several times growth. As call volume and computing power demand rise, Dark Side of the Moon has raised its valuation from about $4.3 billion at the end of 2025 to the current approximately $50 billion through multiple rounds of financing. (LatePost)
Odaily Planet Daily reports that crypto trader Rune posted again on the X platform to clarify that his previous tweet about acquiring a US-listed company was "AI garbage content" (slop post) generated by Claude, and the data involved is not real, with numbers fabricated and exaggerated.
Rune's previous posts promoting the "Nasdaq low market cap stocks tokenization + Meme coins" plan, as well as the tweet about acquiring a 37.4% stake in a Nasdaq-listed company, were authored and published by Claude. This may have affected the stock price of Nasdaq-listed company FAMI (农米良品公司), and the prices of Meme coins JINQIAN and FAMI both experienced significant volatility today.
Odaily Planet Daily reports that on-chain data shows that Robinhood Chain's on-chain fees reached $3.75 million in the past 24 hours, surpassing the combined fees of Solana, Ethereum, and Base during the same period.
Odaily Planet Daily reports that data shows PONS generated about $4.73 million in fees in the past 24 hours, higher than the combined amount of about $3.461 million from Hyperliquid, Polymarket, and Fomo.
Additionally, PONS's daily fees also exceed the total network fees of approximately $4.65 million from Robinhood Chain, BSC, and Solana. Bubblemaps states that on-chain data only accounts for network fees and does not include fees generated by its layer protocols.
Industry News
Odaily Planet Daily reports that Anthropic has begun incorporating a "context lock" to Claude's encrypted hidden thoughts. The encrypted thoughts generated by Claude 5.1 through the API need to be consistent with the system prompts, tools, and historical messages used during generation; once the context is modified, the relevant thought content will become invalid.
It is reported that this mechanism is mainly used to guard against model distillation attacks. Previously, attackers could attempt to read Claude's generated encrypted thoughts using other compatible models, and this update further binds the thought content to the specific conversational context, blocking the path to extract reasoning processes by modifying the context based on previous "model binding".
TSMC's quarterly demand for chip manufacturing equipment nearly doubles this year
Odaily Planet Daily reports that TSMC (TSM.N) co-CEO C.C. Wei stated today that as the company expands production capacity to meet AI demands, its demand for chip manufacturing equipment has nearly doubled compared to the end of last year. Wei mentioned that the company has raised its quarterly equipment procurement estimate to about 1.9 times the prediction level made last December. This is the latest indication of robust demand from AI developers and the large-scale expansion of global data centers pushing up chip demand.
TSMC is currently also facing a lack of experienced construction workers, and the company is trying to build and equip about 20 factories in Taiwan and overseas, with levels of expansion unprecedented in the company's history. In the past, TSMC typically advanced the construction of 4 to 5 new facilities simultaneously. Wei stated, "Currently, we are practically chasing at a pace of 4 to 5 times faster in the past, but we still cannot meet the demand." (Jin10)
Morgan Stanley upgrades Robinhood (HOOD) rating to "Overweight", target price raised to $150
Odaily Planet Daily reports that Morgan Stanley has upgraded Robinhood (NASDAQ: HOOD) from "Equal-weight" to "Overweight" and raised its target price from $124 to $150.
Odaily Planet Daily reports that Strategy Inc., a Bitcoin treasury company, requested MSCI on August 31 to withdraw its qualification test that could lead to its removal from the global investable market index (GIMI). Executive Chairman Michael Saylor and CEO Phong Le stated that the methodology is discriminatory, arbitrary, and misguided.
MSCI plans to use a two-stage filtering process, where companies with operating assets exceeding 50% of total assets can retain eligibility; those who do not pass will be disqualified if they trigger at least four of five financial indicators. Simulations indicate that Strategy, Metaplanet, and Yellow Cake may be removed from the index, with Strategy representing a market capitalization of approximately $23.93 billion.
Strategy states that both US GAAP and International Financial Reporting Standards do not distinguish between operating and non-operating assets as proposed by MSCI, and categorize Bitcoin treasury operations as an independent operational division. The company also possesses approximately 1,500 employees, a software business generating nearly $500 million in annual revenue, and issues Bitcoin-backed credit instruments. MSCI's consultation will end on September 30, and a decision is expected to be announced on October 16. (Bitcoin.com News)
Hyperliquid Strategies raises equity financing limit to $2.5 billion
Odaily Planet Daily reports that Nasdaq-listed digital asset treasury company Hyperliquid Strategies has raised its equity financing limit with New York investment banking and brokerage firm Chardan Capital Markets from $1 billion to $2.5 billion. The agreement allows Chardan to purchase new shares issued by Hyperliquid Strategies in phases based on pricing, trading volume, and other conditions, and resell them in the public market.
Hyperliquid Strategies had previously raised $647 million through this financing mechanism and expanded its treasury holdings to approximately 29.3 million HYPE. The $2.5 billion is the maximum limit for this mechanism, not funds already raised; the company may dilute the interests of existing shareholders by obtaining funds through issuing new shares.
Hyperliquid Strategies states that while it shares the same name and holds its native token as Hyperliquid, it operates independently and has no affiliation with Hyperliquid. (Cointelegraph)
Remixpoint liquidates all altcoins, will only hold Bitcoin in the future
Odaily Planet Daily reports that Japanese listed company Remixpoint revealed that to advance the selection and concentration of its investment portfolio, it has sold all its holdings of altcoins. In the future, it will focus its holdings and operations on Bitcoin as a single asset. As of the end of August, the company held approximately 14.92 BTC, valued at about $1.0258 million; ETH staking worth approximately $68,400, and SOL staking worth approximately $118,500. The sold assets include 901 ETH, 13,920 SOL, 1.19 million XRP, and 2.8 million DOGE, for a total sale of approximately $5.5 million, with total profits of about $736,800.
Project News
Odaily Planet Daily reports that SolanaFloor has announced on the X platform that the supply of tokenized stocks on the Solana chain has reached an all-time high, and the scale of tokenized stocks deposited into on-chain lending agreements has also reached a historical record of $60 million.
Additionally, in terms of the number of holding addresses, the tokenized Nvidia stock NVDAx and tokenized S&P 500 ETF SPYx currently lead the way.
Odaily Planet Daily reports that Arbitrum DAO achieved an income of $6.19 million in the first half of 2026, mainly from Arbitrum One transaction fees, Timeboost sorted auctions, licensing fees for extension chains using Arbitrum technology, and treasury management income, with a gross margin exceeding 97%. By the end of the period, the DAO held non-ARB assets worth $125 million. The report shows that Arbitrum network processed 478 million transactions in the first half of 2026, with a monthly stablecoin transfer scale exceeding $70 billion, increasing the number of holding addresses to 10.5 million and leading in the number of RWA deployments on-chain. Robinhood Chain, which went live on the mainnet in July, paid $360,000 in licensing fees to the Arbitrum Expansion Program in its first month, accounting for 35% of the DAO's income that month.
Kalshi applies to launch forex and interest rate perpetual contracts
Odaily Planet Daily reports that Andy Ross, head of institutional business at Kalshi, stated that Kalshi has submitted an application to regulators to plan to launch perpetual contracts based on foreign exchange and interest rates. The application was submitted on Monday and had not yet appeared in the public filing system of the US Commodity Futures Trading Commission (CFTC) as of Tuesday afternoon. Previously, the CFTC approved Kalshi to launch Bitcoin perpetual contracts in May, followed by ETH and XRP perpetual contracts. Since then, Kalshi has continued to expand perpetual contracts beyond cryptocurrencies: in July, it submitted applications for perpetual contracts on gold, silver, and platinum, and on August 18 submitted applications for perpetual contracts on US stock market indices and copper. Ross stated that Kalshi aims to include a unified trading interface for various assets, including stocks, commodities, cryptocurrencies, fixed income, and interest rates. Currently, the number of markets on the platform has increased from about 4,000 to approximately 10,000, and activity is gradually spreading from a few popular markets to more markets.
Odaily Planet Daily reports that Flop Labs, the AI agent project led by Arthur Hayes, has announced that it is building a GPU computing power exchange, supporting the buying and selling of computing power resources. Flop Labs pointed out that Nvidia’s quarterly data center computing power sales reached $89 billion, a year-on-year increase of 117%, but GPU pricing has not yet been standardized, and users need to contact suppliers directly to inquire about prices. On Flop, AI agents will use FLOP tokens to purchase computing power from miners, while validators will re-execute portions of completed computations to verify the pricing basis used in the transactions.
Odaily Planet Daily reports that Backpack's official post states that Kyle Samani, former co-founder of Multicoin Capital and early investor in Solana, has now joined the board of Backpack US.
Previously, Kyle Samani had once expressed intentions to step back from the crypto industry, gradually transitioning to personal investments. He made a statement in February of this year saying, "Cryptocurrency is not as interesting as expected, and the potential of blockchain is limited," but later deleted the post.
237 million stolen FOGO permanently removed, Fogo mainnet has restarted and is operating normally
Odaily Planet Daily reports that the Fogo mainnet has restarted and is operating normally. A total of 400 million FOGO tokens were stolen in this incident, of which 237 million have been recovered and permanently removed from the total supply. The officials stated that they are working with exchanges and law enforcement to continue recovering the remaining affected assets, and investigations are ongoing.
Odaily Planet Daily reports that according to monitoring by Defimon, YAM Finance has encountered a governance takeover attack. Attackers self-delegated approximately 504,000 YAM, accounting for about 3.3% of the total supply, slightly above the statutory voting threshold, and then submitted YamGovernorAlpha proposal number 45. The proposal is described as empty and only contains a call to the YAM Timelock contract's setPendingAdmin method, directing authority to the attacker's address. If the proposal is approved and executed, the attacker will become pendingAdmin and can fully control the Timelock through acceptAdmin, thereby gaining management authority over all YAM protocol contracts and DAO treasury, involving a risk amount of approximately $337,000. As the YAM protocol is currently dormant, Defimon Alerts reminds users holding YAM to vote against the proposal before block height 25897343, which is expected to remain for about 34 hours.
Investment and Financing
Nvidia reportedly finalizing acquisition of Hugging Face this week, deal size up to $14 billion
Odaily Planet Daily reports, citing insiders, that Nvidia is in advanced negotiations to acquire AI startup Hugging Face for up to approximately $14 billion.
One insider stated that Nvidia could finalize the acquisition for $12.9 billion as early as this week, and the deal may include an employee retention plan of about $1 billion. Currently, both parties have not reached a final agreement, and the timing and specific terms of the deal may still change.
Odaily Planet Daily reports that the transaction completed on September 1 involved Kiavi, one of the largest home real estate investment loan institutions in the US. Figure Technology Solutions' announcement and its 8-K filing with the US Securities and Exchange Commission confirm the completion of the deal. According to previous announcements, Kiavi is expected to add over $7 billion in first-lien mortgage volume annually for Figure Connect, boosting monthly funding inflows to over $100 million for Figure's on-chain lending platform, Democratized Prime.
AI security startup Upwind raises $300 million, valuation reaches $3.8 billion
Odaily Planet Daily reports that insiders revealed that AI and cloud application network security startup Upwind Security is completing a $300 million financing round, which values the company at $3.8 billion.
This round of financing is led by Bessemer Venture Partners, with participation from some existing investors. Currently, relevant financing information has not been officially disclosed. (Bloomberg)
Capital B receives $8.8 million investment from Adam Back, plans to increase stake by up to 376 BTC
Odaily Planet Daily reports that Paris Euronext-listed company Capital B has obtained €7.6 million (about $8.8 million) in investment from Blockstream CEO and early Bitcoin developer Adam Back, intending to use the proceeds to purchase up to 376 BTC.
Capital B currently holds 3,145 BTC, and if this purchase is completed, its Bitcoin holdings will increase to 3,521, valued at around $269.5 million. According to Bitcoin Treasuries data, Capital B will become the second-largest holder of Bitcoin among publicly listed companies in Europe, second only to Bitcoin Group SE, which holds 3,605 BTC. Adam Back’s investment is part of Capital B's total fundraising of €21 million. (CoinDesk)
DAC completes $1 million financing, Unicorn Crypto Ventures participates
Odaily Planet Daily reports that DAC focuses on building EVM-compatible blockchain infrastructure that can resist quantum computing attacks. The project is based on a Quadrans fork, adopting a three-layer node architecture and PoQW consensus, driving ecology and transaction execution through a dual asset model (DACT/DACC), providing scalable quantum-resistant blockchain infrastructure for developers and enterprises.
Regulatory Policies
Trump administration proposes increased tariffs on chips, providing exemptions for US manufacturers
Odaily Planet Daily reports that US Secretary of Commerce Gina Raimondo stated on Wednesday that the Trump administration is considering a new round of tariffs on semiconductor imports that could further increase taxation on foreign chips to attract more semiconductor manufacturing to the US. However, these tariffs may be implemented alongside exemptions for US manufacturers, similar to the previous measures taken by the Trump administration regarding the pharmaceutical industry.
Raimondo stated, "This is the principle the semiconductor industry should follow: If you produce in the US, we will grant you tariff exemptions; if you do not produce in the US, you will pay tariffs. This is a very smart practice and is effective." Trump had previously imposed a 25% tariff on some advanced semiconductors and ordered tariffs on these chips in January after the US Department of Commerce completed relevant trade investigations. However, the scope of the new tariffs may expand from semiconductors themselves to products containing chips, thus affecting the import of data center servers and consumer electronics. (Jin10)
Odaily Planet Daily reports that SEC Chair Gary Gensler stated that the Senate is expected to pass the Clarity Act within two weeks and submit it to President Trump for signature.
Odaily Planet Daily reports that the CFTC is considering related rules to address potential conflicts of interest that may exist between prediction market exchanges and their affiliated trading companies.
Voices
Wintermute: RWA may become a new liquidity channel in the next crypto bull market
Odaily Planet Daily reports that Wintermute stated on the X platform that the crypto market has shown signs of recovery in the past two weeks, with ETF fund inflows turning positive and stablecoin issuance stabilizing. However, to unlock a complete new cycle, the market still needs a new funding entrance. Historically, VC and ICO in 2017-2018, stablecoins in 2020-2021, and treasury companies in 2024-2025 have accelerated the bull market process; RWA may become another important liquidity channel. Data shows that stablecoins have seen a net increase of over $120 billion in one year; ETFs have accumulated a net inflow of $63 billion, and digital asset treasury companies have accumulated over $115 billion.
In comparison, RWA has attracted about $16 billion in funds over the past 12 months, only about one-tenth of the peak value of ETFs and treasury companies in the previous cycle. However, the total value of tokenized on-chain assets has doubled within a year to over $30 billion and has continued to expand even during the contraction of stablecoin supply.
Wintermute believes that the funds initially purchased traditional assets such as Apple stocks and US treasury bond funds rather than directly buying crypto assets, but once these funds enter the chain, the friction of turning toward Bitcoin, altcoins, and DeFi will be significantly reduced. As the regulatory framework gradually clarifies, and tokenized government bonds and funds begin to be accepted by trading platforms and DeFi as collateral, RWA may foster a market cycle that is slower in pace but lasts longer.
Odaily Planet Daily reports that trader Bonkguy (unipcs) stated on the X platform that for those who missed the recent movements of Robinhood and BNB Chain, these trends may only be warm-ups. This typically occurs at the beginning of a new bull market or just before the market begins to accelerate. The real movements may start in the fourth quarter, at which point the recent trends may seem like slight fluctuations in comparison.
Many people missed recent opportunities due to the lingering impact of bear market experiences, and defensive habits developed during the bear market to protect investor interests may hinder profit-making during the bull market. The key lies in recognizing changes in market conditions and accordingly adjusting one’s mindset. Naturally, there will be pullbacks during the progression of the market, but in a true bull market, such pullbacks often present chances to accumulate high-confidence assets. Market volatility may increase further, and future scenarios may exceed most people's expectations. Ultimately, those who profit most may not be those trying to predict every single move in the coming days, but rather those who identify market directions, plan ahead, and allow themselves sufficient time for their judgments to materialize.
Odaily Planet Daily reports that trader Bonkguy (unipcs) stated on the X platform that his publicly recorded previous Meme coin trades included: BONK increasing from $16,000 to over $20 million, WIF from $6,000 to over $1 million, FARTCOIN from about $300,000 to over $8 million, and PNUT and POPCAT both rising from low six-figure amounts to over $1 million, with MAGA, DOGEGOV, and Roaring Kitty-themed tokens collectively increasing from low five and six-figure amounts to over $5 million to $10 million.
Unipcs stated that despite ongoing ridicule and claims that it will fail, its judgment continues to be validated. Furthermore, Unipcs believes that USELESS will become the main Meme coin in this round, potentially becoming the next multi-billion dollar DOGE or SHIB, and asserts that its confidence in USELESS is stronger than in any previous trade. This represents its most iconic Meme coin trade in this round and the one it is most willing to endorse with its own reputation.
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