[MSX Research Institute · US Stock RWA Daily Observation] is a flagship daily report produced by the leading RWA trading platform MSX. We rely on strong macro research capabilities to capture the core pulse of global traditional US stocks, liquidity changes, and the RWA tokenization market, helping you proactively position quality assets. Today's observation sees Dell delivering a financial report that leaves the sell-side model behind. FY2027 Q2 revenue of $47 billion, a year-on-year increase of 58%, Non-GAAP earnings per share of $7.04, a year-on-year increase of 203%, both metrics...

September 2 ETH / Shandi / Hynix Market Analysis and Trading Ideas

Coinbase announced that the first batch of tokenized U.S. stocks has been launched natively on Base, covering Apple, Nvidia, Meta, and Alphabet.

Federal Reserve Chairman Kevin Warsh delivered a keynote speech titled "In Our Time" at the annual economic policy symposium of the Kansas City Fed.

After the resumption of direct fire between the United States and Iran, the capital market came under collective pressure, with Bitcoin hovering around 77,000 dollars.

The cryptocurrency market has encountered a panic sell-off, with the total liquidation amount across the network in 4 hours reaching 110 million US dollars, and the concentrated clearing of long positions has resulted in a very obvious cascading effect.

On Wednesday, the August ADP employment data will be released, and the market will use this to assess whether there are signs of easing in the labor market.

Bitcoin has returned to the $80,000 level, and five veteran figures in the crypto space, including the founding partner of Alliance DAO, have publicly revealed their true holdings: 70% of funds have retreated to U.S. stocks, Zcash has become a rare consensus-heavy investment, and the ten-year giant bottom pattern is being widely discussed. Altcoins are being collectively abandoned, with 40,000 new users flooding into mobile Meme trading every day.

In the on-chain snapshot from September 2, 2026, a clear flow of funds brought the story to the forefront: In the past 9 hours, Multicoin Capital transferred 261,000 HYPE to Coinbase Prime again, worth about 21.7 million dollars at an average price of approximately 73 dollars; this was not an isolated operation.

The tokenized stock chaos on the blockchain is rampant, memes are stirring up the market, and funds in this round of the cryptocurrency market are moving towards extreme differentiation.

Bitcoin broke through 80,000 and retraced; AI demand is strong but macro pressures persist; high long-term bond yields suppress risk assets; the revaluation of CSP and the third-quarter earnings reports are in focus. Qinbafrank analyzes the end-of-year market: fluctuations before and after the mid-term elections, a possible retracement in mid to late September, key positioning before November, the Anthropics IPO drawing attention, the US-Iran game and oil price turning points will determine direction, providing investors with practical strategies for high-selling and low-buying.

Clashes have occurred again between the United States and Iran, escalating tensions.

If the 30-year U.S. Treasury reaches 6%, it signifies the beginning of a death spiral: Silicon Valley tycoons warn, benefiting Bitcoin and gold.