RecodeX

📡 Hourly Update | 07:00-08:00

1. RecodeX Restructured Message: Amid the escalation of tensions in the Middle East that has driven up oil prices, Australian bond prices fell, following the overnight decline in U.S. Treasuries. Australian 3-year government bond yields surged by as much as 18 basis points to 5.03%, while 10-year yields rose by 13 basis points to 5.38%, the highest levels since May 2011. Earlier, the U.S. bond market saw a wave of selling; the downturn accelerated on Thursday as soaring oil prices intensified inflation concerns, and the U.S. Treasury purchased fewer bonds than expected in its inaugural expansion of buyback operations.

2. RecodeX Restructured Message: OpenAI announced it is pausing new subscription entry points for the $200 Pro 20X plan. Existing subscribers will not be affected, and other subscription services will remain open as normal. The official stated this move is intended to safeguard the current user experience and ensure smooth access to GPT-6 Astra.

3. RecodeX Restructured Message: Citigroup raised its forecast for the Reserve Bank of Australia’s terminal interest rate from 4.60% to 4.85% and expects two more rate hikes in 2026. Economists at Citi—including Faraz Said—said in a research note that the adjustment reflects a bifurcated picture of the Australian economy: the housing market is continuing a deep adjustment, but an investment surge tied to artificial intelligence is intensifying capacity constraints and inflation pressures, offsetting the downward impact from housing. The report noted that weak productivity, tight labor markets, and persistently high oil prices likely mean...

4. RecodeX Restructured Message: Xapien, a London-based AI due diligence and background investigation company, announced the completion of a $56 million Series B round, led by Spectrum Equity. The company’s CEO, Chris Green, exclusively disclosed the news to Axios Pro. Xapien uses AI technology to provide background checks and due diligence services for businesses.

5. RecodeX Restructured Message: Thomson Reuters (TSX/Nasdaq: TRI) announced that its subsidiary, TR Finance LLC, has completed pricing for a U.S. public offering of notes, including $800 million notes due 2028 with a coupon rate of 5.100%, as well as $500 million notes. The company also completed pricing for a C$1 billion Canadian private placement of notes.

6. RecodeX Restructured Message: South Korea is pushing local free AI services to weaken ChatGPT’s dominance in the Korean market. SK Telecom, KT, and Kakao have been asked to adopt domestic AI technologies in mainstream domestic application scenarios, with the goal of building a local ecosystem before foreign models can entrench their lead.

7. RecodeX Restructured Message: Tencent Music Entertainment Group announced that its previously announced issuance of $1 billion in public notes has completed settlement. The company is listed on both the NYSE and the Hong Kong Stock Exchange and operates an all-in-one music and audio entertainment platform.

8. RecodeX Restructured Message: Singapore Exchange’s total trading value in the securities market in August grew 35% year over year, driven mainly by retail buying and gains in the Straits Times Index (STI). Over the same period, total trading value in the overall securities market also rose, but activity in the derivatives business saw a slight pullback.

📡 Hourly Report | 06:00-07:00

1. RecodeX Reworks the Story: According to an informed source, the U.S. Department of Defense is in talks with AI infrastructure company Fluidstack, planning to provide it with a loan of about $5 billion. Fluidstack is an AI infrastructure firm, and its loan application has been advised by Erebor Bank, founded by Palmer Luckey. Palmer Luckey is an early supporter of Trump.

2. RecodeX Reworks the Story: On the 10th, Canadian Prime Minister Mark Carney met with visiting Ukrainian President Volodymyr Zelensky in Calgary, Alberta. Both sides decided to cooperate to expand the production of military drones and announced a series of new agreements. According to a news release from the Prime Minister’s Office, Canada will establish a national digital platform for military drones, using Ukraine’s “Brave One” drone platform as a blueprint, to accelerate R&D, procurement, and deployment of drones and anti-drone systems, ensuring the supply of equipment for the Canadian Armed Forces and the Coast Guard. The Canadian side has signed the first agreement.

3. RecodeX Reworks the Story: Apple has launched two new products: the Apple Watch S12 and the Apple Watch Ultra 4. The S12 retains the dual-size design, adds new color options, and brings back a ceramic case. Its screen peak brightness reaches 2,000 nits, with a 60% improvement in damage resistance. The health management sensors have been upgraded: heart-rate collection is more frequent, a new “Readiness Index” feature has been added, and motion-tracking accuracy has improved. The Ultra 4 is aimed at professional outdoor users, with screen peak brightness of 3,000 nits, standard battery life of 50 hours, and low-battery performance.

4. RecodeX Reworks the Story: The China Listed Companies Association released its 2026 cash dividend ranking list on September 10. The data show that, for the 2025 fiscal year, A-share listed companies’ total cash dividends reached 2.4 trillion yuan, up 3.3% year over year, setting a record high, and nearly 70% of listed companies implemented cash dividends. In the total dividend ranking, Industrial and Commercial Bank of China, China Construction Bank, China Mobile, Agricultural Bank of China, and PetroChina are in the top five, followed by Kweichow Moutai, CNOOC, and China Merchants Bank. In the dividend payout ratio ranking, Dong’e Ejiao and Yunnan Baiyao are listed.

5. RecodeX Reworks the Story: Blackstone Group’s data center operator AirTrunk is in talks with several banks, planning to borrow about 2 billion New Taiwan dollars (about $1.6 billion) to provide financing for an asset-backed real estate investment trust (REIT) sponsored by its assets to be publicly listed in Singapore. An informed source said the related loan negotiations are still ongoing.

6. RecodeX Reworks the Story: Capital Southwest announced that it has completed the pricing of a $350 million note issuance, with a coupon rate of 6.75%. This batch of notes is its latest debt financing arrangement.

7. RecodeX Reworks the Story: The U.S. Securities and Exchange Commission has proposed amendments to the transfer agent rules, which would allow the use of on-chain ledgers as the “primary security record” for tokenized securities—i.e., the blockchain would take on the function of the statutory shareholder register. The public comment period for the proposal will end in early November.

8. RecodeX Reworks the Story: Mingji Nan (phonetic), a 40-year-old Chinese resident, moved with his parents into a residence in Ansan City, Gyeonggi-do, in early 2022 and paid a full-rent deposit of 140 million won (about $104,000). The deposit came from savings his parents accumulated during their twenty years working in South Korea. In October 2023, the resident found that the property had been listed for auction. He then learned that the landlord also held multiple buildings under his wife’s and brother-in-law’s names, and that all of them had been marked for auction. The family became one of the victims of a full-rent scam that has spread rapidly in South Korea over the past decade. Part of the text.

📡 Hourly News Report | 05:00-06:00

1. RecodeX redefined message: Microsoft is planning to increase the total capacity of its data centers to 38 gigawatts to meet the sustained growth in AI and cloud service demand. Previously, due to a shortage of computing power, the company had to reject some AI and cloud service orders. The added computing capacity in this plan amounts to 26 gigawatts.

2. RecodeX redefined message: At the National Medal of Honor Museum in Arlington, Texas, President Trump signed a bill to clear the way for building a Medal of Honor memorial on Washington’s National Mall. Before signing, he met with 15 living Medal of Honor recipients and toured the museum.

3. RecodeX redefined message: MW Inc., a startup headquartered in Tokyo, has launched a residential offering with built-in robotic arms that handle household chores. The company positions this solution as an alternative to the humanoid robot roadmap, believing it is more feasible to embed robotic capabilities directly into homes than to develop general-purpose humanoid robots. The company has not disclosed product pricing, timeline for上市, or funding status.

4. RecodeX redefined message: South Korea’s revised Anti-espionage Act officially took effect this weekend. It is intended to strengthen defenses against industrial espionage activities. As the home of global chip giants such as Samsung Electronics and SK hynix, South Korea hopes to protect advanced memory technologies and respond to increasingly formidable Chinese competitors.

5. RecodeX redefined message: In an interview with the U.S. News Nation TV network on the 10th, President Trump denied reports that U.S. military fighter jets stationed at a base in Jordan were damaged in attacks by Iran. He said the claim was “entirely untrue,” adding that the U.S. military “suffered no losses—nothing happened.”

6. RecodeX redefined message: Intercontinental Exchange (ICE) canola futures rose, driven mainly by stronger prices for soybean-based products and crude oil. Soy-based products and crude oil are both key reference commodities in agricultural and related markets; their upward price movement provided support for canola futures.

7. RecodeX redefined message: Anthropic released a widely scoped collection of case studies that organizes multiple ways its current AI models have been misused, including cases where scientists used Claude to advance biological weapons research. The collection aims to present real-world misuse cases involving the model in practical use.

📡 Hourly News | 03:00-04:00

1. RecodeX is restructuring its reports. OpenAI has announced the launch of the Agents API, opening a public beta to all developers effective immediately. This API does not charge any additional fees; developers only need to pay for token usage and tool-calling costs.

2. RecodeX is restructuring its reports. Bitwise Investment Advisers, LLC, the sponsor of the Bitwise Dogecoin ETF (ticker: BWOW), announced on September 10 that it has decided to liquidate and close the fund. The effective date is also September 10, 2026. The fund is an exchange-traded fund and is listed for trading on the New York Stock Exchange.

3. RecodeX is restructuring its reports. OpenAI has introduced a cloud file integration feature for the web version of ChatGPT. Paid users can now directly browse files from Dropbox, Box, and SharePoint in the Library. Users can also attach cloud drive files to the conversation via @ mentions, and operate across folders in both Chat and Work modes. This feature is currently available to paid users.

4. RecodeX is restructuring its reports. Iran’s Minister of Foreign Affairs, Araghchi, held a phone call this Thursday evening with the Chief of Staff of Pakistan’s Army, General Qamar Bajwa. The two sides discussed the latest regional situation, focusing on the escalation of tensions, the deterioration of regional security conditions, and their impact on regional peace and stability. Both sides stressed that regional countries should remain vigilant and cooperate to address the current situation, and noted that all parties should leverage their collective strength to help the region achieve lasting peace and security.

5. RecodeX is restructuring its reports. NEAR Protocol announced that NEAR AI Cloud has launched a TEE (Trusted Execution Environment) hosted inference service. The running memory is sealed for both the host machine, the operator, and NEAR AI itself. This service is certified by Intel TDX and NVIDIA hardware, and it binds the actual running code and model; user data and intellectual property remain owned by the users.

6. RecodeX is restructuring its reports. Tempus will receive up to $9.5 million in funding to develop and validate an autonomous AI agent, Olivia, targeted at heart failure. This project is part of a federal program involving the U.S. Food and Drug Administration (FDA). At present, the agent’s authorization pathway and treatment indications have not yet been determined.

7. RecodeX is restructuring its reports. The U.S. Securities and Exchange Commission (SEC) is preparing a new proposal that could help ease legal hurdles facing tokenized securities. If implemented, the plan would provide a clearer compliance path for securities tokens issued and traded on blockchains, reducing regulatory uncertainty faced by relevant issuers and platforms. Details of the proposal have not yet been released.

8. RecodeX is restructuring its reports. Hang Seng Index futures’ night session fell 0.8%, closing at 24,701 points, trading at a 253-point discount to the spot index.

📡 Hourly Update | 02:00-03:00

1. RecodeX restructures the message: The White House plans to send a $500 subsidy per person to insured individuals in 30 states with higher incomes who enroll through the Affordable Care Act (ObamaCare). The plan was announced a few weeks before the election.

2. RecodeX restructures the message: Coinbase announced that it has renamed its Base App to Coinbase Wallet, just a little over a year after its last rebrand. This suggests that its attempt to make it more social did not meet expectations. The wallet currently supports more than 10 networks, including Robinhood Chain and Monad, and offers features such as perpetual contracts, prediction markets, and tokenized stocks.

3. RecodeX restructures the message: OpenAI released an AI tool designed specifically for professionals in the financial industry, positioned as a way to conduct research work the way analysts do. The tool targets research scenarios for finance professionals, helping them complete analytical tasks.

4. RecodeX restructures the message: Volvo announced it will stop selling its entry-level pure-electric model EX40 in the U.S. market, while also launching a refreshed 2028 hybrid SUV, the XC40. The new vehicle optimizes external design details: the interior center console screen is upgraded, the infotainment interface is simplified, and it includes Google Gemini AI voice assistant. It also comes with upgraded sensors and a software-platform security system, with optional 3D/360-degree panoramic imaging. Volvo will use the EX50, built on the SPA3 platform with a starting price of about $50,000, to fill the market gap left by the EX40.

5. RecodeX restructures the message: On the BSC chain, the Flap.sh token “FLORK” has surpassed a market cap of $10 million (currently about $10.82 million). In the past 24 hours: +22.7%. 24h trading volume is about $1.87 million. Liquidity is about $775,000 (7.2% of market cap). Launched 12 days ago, with a 3% buy / 3% sell tax included. This is an automatic on-chain data signal and does not constitute any investment advice.

6. RecodeX restructures the message: The departure of personnel related to Anthropic’s safety efforts has accumulated 100 million views on the social platform X, becoming a highly discussed topic within the AI industry. Related data shows that although X is relatively weaker in mainstream user engagement, it is still a concentrated platform for high-heat discussions among AI insiders. Meanwhile, Threads leads on mobile daily active users in the same period.

7. RecodeX restructures the message: On the BSC chain, the bonding curve for the Four.meme platform token catonfone ($fone) has been completed at 100%. Liquidity has migrated to PancakeSwap, with 24-hour trading volume of about $59,279. After the token graduates, it can be traded freely on the DEX. Early tokens are concentrated and liquidity is still shallow, making volatility risk extremely high. This is an on-chain signal broadcast and does not constitute any investment advice.

📡 On-the-hour Update | 01:00-02:00

1. Anthropic PBC accuses a Chinese AI company of secretly forwarding thousands of user requests to its Claude models and passing off the results returned by the model as its own technical achievements.

2. Nvidia announced partnerships with eight Australian companies, including Firmus, Sharon AI, and IREN. The plan is to build up to 2 gigawatts of AI data center capacity by 2027, exceeding Australia’s current AI power demand load by more than double.

3. Meta announced it will bring AI agent startup Stilla under its umbrella. About eight months ago, Stilla launched a multi-user collaborative AI agent platform for teams and enterprises. The deal amount and structure were not disclosed.

4. Ping Group expanded its partnership with Anthropic, placing Claude and the Cowork tools in the hands of its portfolio managers and analysts, and providing Claude Code to the company’s developers.

5. A three-judge panel at a U.S. federal appeals court issued a nine-page opinion rejecting the Trump administration’s request. It upheld a lower court’s injunction blocking a new rule that would take effect for mailing ballots—setting the stage for another reversal ahead of the midterm elections.

6. Ford Motor Company announced it will invest $1 billion to build a new paint shop at its truck plant in Kentucky, replacing the plant’s existing painting facilities.

7. Grain Management announced the completion of a strategic merger. The new company, Rightfiber, has officially been formed, becoming one of the largest privately held fiber broadband platforms in the United States, serving communities across 20 states.

8. The gaming industry is preparing a busy fall release lineup to drive a return to growth. The market’s expectations for the heavily delayed Grand Theft Auto 6 (GTA 6) are extremely high, and BlizzCon (Blizzard Entertainment’s convention) is also set to return.

📡 Hourly News Update | 00:00-01:00

1. RecodeX reconstructs the report: According to intelligence, Iran has resumed ballistic missile production and is assembling weapons using stockpiled components in undamaged underground facilities. U.S. and Middle East officials say that old photos and videos released by Iran show large quantities of such components arranged against the walls of underground facilities. Officials say this undermines the major war outcomes previously touted by the U.S. and Israel. The number of new missiles Iran can produce depends on how deep its component inventory is and how many underground facilities are still operational.

2. RecodeX reconstructs the report: Apple’s official technical specifications page shows that the display area of the Apple Watch Series 12 is smaller than that of Series 10 and Series 11, but the case size is wider. Pixel resolution remains unchanged. For the 46mm version, for example, the display area is 1196 square millimeters, down by about 2% from the previous generation’s 1220 square millimeters.

3. RecodeX reconstructs the report: Iran’s Islamic Revolutionary Guard Corps Navy claims it shot down a U.S. Navy unmanned boat at the entrance to the Strait of Hormuz and identifies its hull number as 5838. The IRGC also announced that the Strait of Hormuz is still under blockade and controlled by Iran, warning that hostile vessels will become targets for strikes. These claims have not yet been independently verified.

4. RecodeX reconstructs the report: Nvidia says Grace Blackwell’s shipment volume increased 27% quarter-over-quarter.

5. RecodeX reconstructs the report: Google announced that the Gemini app is now available on the Windows platform, and Windows users can use the app directly.

6. RecodeX reconstructs the report: On September 10, Abacus.AI launched three new large language models in its enterprise-grade agent AI platform and Super Assistant, forming the Smaug open-weight model series. The series is designed to help enterprises fully control their own data, strengthen privacy protection, and deliver agent performance that reaches the current best level.

7. RecodeX reconstructs the report: UK digital bank Monument Bank has postponed the launch of tokenized retail deposits to November. The reason is that it has been difficult to find a local crypto custody institution that simultaneously meets the requirements of the UK Financial Conduct Authority (FCA) and the technical needs of zero-knowledge proof technology. The bank has now switched to a custody provider based in Canada.

📡 Startup Investment News | September 10

RecodeX reshapes the news. On September 10, 2026, the global venture capital market recorded 242 financing-category flash updates. After deduplication and fact-checking, the following are confirmable deal highlights for financing, IPOs, and M&A.

🚀 Primary Market Financing

1. Latitude, a global payments infrastructure company, completed a $35 million Series A round. Headquartered in Houston, it focuses on simplifying cross-border fund flows.

2. Poseidon Aero, an autonomous cargo-aircraft manufacturer, completed a $60 million Series A round supported by well-known investor Tim Draper. The funds will be used to design and manufacture cargo aircraft that do not require a pilot to fly from scratch.

3. Lightfield, an AI CRM software startup, completed a $47 million Series A round led by Andreessen Horowitz (a16z). The company’s predecessor was Tome. It currently serves 5,000 enterprise customers and has a net dollar retention rate of 400%.

4. Navion Neurosciences completed a $10.8 million seed round led by the Angelini Lumira Biosciences Fund. The funding will be used to advance the development of precision sodium channel drugs.

5. Cytonics Corporation, a clinical-stage biotech company, completed a $4.8 million financing. It added about 900 new investors, bringing total funding to $47 million.

6. Ridge Biotechnologies, a biotech company, expanded its seed round to $38 million. Additional investment led by Dimension Capital will be used to accelerate R&D for AI-designed bioconjugate therapy drugs.

7. Clay, an AI marketing company, completed a $115 million Series D round led by Wellington. The company’s valuation is $7.1 billion, providing AI-driven marketing promotion services for more than 17,000 customers.

8. Inspiren, a sensor platform founded by nurses, completed a $70 million Series C round. Its total funding to date is $225 million, with a valuation of over $500 million. Subscription revenue has reached $29 million, and the new funds will be used to expand its predictive elder-care services.

9. PLD Space, a Spain-based space transportation company, completed an additional financing transaction for its Series C round, raising an extra €108 million and increasing the total of this round to €288 million, with cumulative funding reaching €488 million.

10. INLEAP Photonics, a developer of laser anti-drone technology, completed an approximately €20 million seed round led by UVC Partners. German HTGF, Polish Balnord, Estonian Sentris, and Danish Scale Capital also participated. The funds will be used to scale production.

11. Reframe Systems secured an additional $40 million in venture funding led by Energy Impact Partners. Counterpart Ventures, E12 Ventures, Global Brain, Thin Line Capital, UP.Partners, and the LACI Impact Fund also participated. The funds will be used to expand its robotic homebuilding platform and build more micro-factory networks in North America.

12. Sparkle Grooming Co., a pet grooming company, completed a $6 million strategic growth financing led by the Companion Fund, jointly launched by Mars and Digitalis Ventures. The company has already granted more than 600 franchise licenses.

13. NLM Photonics, a Seattle startup, completed a $13 million financing with participation from the venture arm of Mitsubishi Chemical and Pangaea Ventures. The company’s developed materials can be placed atop silicon chips, imprinting data onto light beams with lower power consumption.

14. Cymphony, an enterprise AI security startup, completed a $25 million Series A round. Valuation is above $100 million, and cumulative funding totals $30 million. The company focuses on providing identity and access governance services for autonomous software agents.

15. Yuzhi Zhixing completed nearly RMB 100 million in Pre-B financing.

16. Xingyu Smart completed a multi-10-million-level angel round financing. The company is using AI technology to enter the 400热线 (400 hotline) service scenario, and this round of funding will be used to expand related business.

17. TRM Labs, a blockchain analytics company, completed a Series C expansion financing. Valuation doubled to $2.0 billion. This round of investment is still led by Blockchain Capital. The company has not disclosed the specific amount for this expansion, while the Series C round completed in February was sized at $70 million.

18. Zixun Technology (Fujian) Co., Ltd. completed a new round of Pre-IPO financing, led by Guotai Haitong Private Investment. CICC Fund, the Fujian provincial government investment fund, and Fuzhou Jinrong Group participated. After the financing, the company will continue to focus on its e-commerce AI application platform LinkFox, developing vertical AI models, knowledge engines, and data systems for e-commerce security and automation scenarios.

19. Motilal Oswal’s fund under its private equity arm invested in KARAM Safety, a safety and protection equipment company. The funding will be used to strengthen product R&D, expand manufacturing capacity, and advance strategic cross-border M&A in global markets.

20. SinapisAI (South A.I.) completed nearly RMB 100 million in its first round of financing. The investors are Dingxin Capital and Nanjing Innovation Investment Group. The funds will mainly be used for underlying technology R&D, product building, and market expansion

…

📡 8-hour Recap | Sep 10, 16:00–24:00

RecodeX’s message rework: over the past eight hours, global markets have been searching for direction amid inflation data, a surge in U.S. Treasury yields, and a pullback in crypto assets. In the AI space, fundraising, model releases, and calls for regulation have remained intense. Meanwhile, on the domestic front, policy signals have become clear around financial planning, receivables recovery for small and medium-sized enterprises, and anti-monopoly hearings. Tech companies continue competing in eSIM, foldable screens, and AI applications.

🤖 AI and Technology

1. Anthropic has opened access to its Mythos model for the European region. Several months have passed since the model was first released, but the official has not yet disclosed the specific scope and limitations of this EU opening.

2. iFlytek has launched its X2.5 model with a 293B parameter scale. The focus is on strengthening coding and agent capabilities, covering more than 200 languages. The API supports multiple protocols and enables rapid integration with third-party frameworks.

3. DeepSeek released a new AI model priced as low as a few tenths of a cent per million tokens, further increasing pressure on competitors such as Anthropic PBC and Z.AI.

4. Palantir and NVIDIA announced a partnership to bring AI capabilities into critical supply-chain areas. The first batch of applications starts within NVIDIA’s own operations ecosystem. Both sides will integrate NVIDIA’s open-source Nemotron model into Palantir’s Foundry and AI platform.

5. Chris Lehane, OpenAI’s Chief Global Affairs Officer, posted a call for mandatory safety requirements for AI technologies, saying the industry has entered a new chapter of AI capability—requiring AI governance to enter a new chapter as well.

6. The law firm Latham & Watkins purchased NVIDIA servers to build its own in-house AI system. It is customizing and modifying open-weight models as an alternative to external models such as OpenAI and Anthropic.

📊 Capital Markets and Regulation

1. On the basis of Article 8(1) of the “Securities and Futures (in Securities Markets Listing) Rules,” the Hong Kong Securities and Futures Commission instructed HKEX to suspend trading of shares of BokeKang Vision Cloud-B starting from 9:00 a.m. on September 10, 2026. The SFC said it is seriously concerned that its IPO may have been subject to artificial manipulation.

2. The State Administration for Market Regulation has scheduled a hearing at 9:00 a.m. on September 18, 2026 regarding the public hearing on whether the proposed undertaking attached to the Meituan acquisition of the equity in Beijing Maimeitian Network Technology Co., Ltd. can effectively address competition concerns.

3. The State Council Information Office held a press conference on the “15th Five-Year Plan for Financial Development” (covering 2026–2030). The People’s Bank of China issued the “15th Five-Year Plan for Building a Financial Power” and clarified 2030 and 2035 goals. The CSRC also部署ed eight sets of “further” tasks, as well as 2030 capital market development targets.

4. The People’s Bank of China (PBOC) issued an announcement. To better match banks’ short-term liquidity needs, it will conduct overnight reverse repo operations from September 14 to September 17. A fixed interest rate and quantity bidding approach will be used, with daily amounts not exceeding RMB 600 billion.

5. The General Office of the State Council issued a notice on strengthening governance of the difficult problem of small and medium-sized enterprises receiving payments. It requires large enterprises—especially leading enterprises—to take the lead in committing to pay receivables to small and medium-sized enterprises in cash within 60 days from the date of delivery of goods, projects, or services.

6. Citadel Securities sent a letter to regulators urging the U.S. Securities and Exchange Commission to exercise regulatory authority over event contracts tied to publicly traded U.S. companies. It said trading venues should not use the CFTC’s self-certification process to evade the SEC’s jurisdiction.

🌍 Macros and Geopolitics

1. In the U.S., the Producer Price Index for August rose 0.4% month over month, matching market expectations. In the week ending September 5, the number of initial claims for unemployment insurance was 206,000, compared with the market expectation of 205,000.

2. U.S. inflation data came in above expectations, compounded by rising oil prices. U.S. Treasury yields climbed again to multi-decade highs: the 30-year Treasury yield hit a 19-year high, the 10-year U.S. Treasury yield rose above 4.9%, approaching the 5% level.

3. OPEC’s latest monthly report cut its forecast for 2026 global oil demand growth from the previous 580,000 barrels per day to 380,000 barrels per day. At the same time, it raised the 2027 growth forecast from 2.16 million barrels per day to 2.36 million barrels per day.

4. A 31-year-old man in the UK was remanded for alleged involvement in planning sabotage at a drone factory in the UK for Russian intelligence services. Russia resumed attacks on sunflower oil refining facilities in Ukraine; the Bunge plant in Ukraine was hit.

5. The U.S. Department of Commerce released a proposal to make major adjustments to the U.S. census, excluding some non-citizens from population statistics.

6. Major European stock indexes fell across the board at close: the FTSE 100 in the UK fell 0.57%, the French CAC 40 dropped 0.42%, Germany’s DAX 30 declined 0.69%, and Italy’s MIB index fell 0.13%.

💹 Crypto Assets and Digital Finance

1. As of 21:58 Korea time on September 10, Bitcoin was at $76,846.97. It fell 3.45% from the previous day, down 2.37% from a week ago. The Korean market’s kimchi premium was 1.55%.

2. Over the past 24 hours, crypto-related sectors in U.S. stocks generally declined. CIFR led down 13.75%, GLXY fell 10.83%, GEMI dropped 8.75%, MSTR fell about 7.4%, and COIN fell 5.12%.

3. Glassnode said Bitcoin faces a long-term holder supply wall in the $83,000 to $85,000 range. About 1.07 million BTC in that range have been accumulated by long-term holders. If it breaks below this dense zone, the next key level to watch would be around $75,000.

…

📡 Hourly Report | 23:00-24:00

1. RecodeX Reconstructs the News: Bitcoin Bancorp announced a $6.2 million purchase of thousands of decommissioned Bitcoin Depot Bitcoin ATM machines. The deal covers the ATM devices that Bitcoin Depot had previously shut down, and Bitcoin Bancorp will take over these machines.

2. RecodeX Reconstructs the News: The U.S. Treasury selloff continues. As oil prices rise, pressure on the bond market increases further. The yield on the 10-year U.S. Treasury note has broken above 4.9%, nearing the symbolically significant 5% level. When bond prices fall, yields rise.

3. RecodeX Reconstructs the News: OpenAI Chief Global Affairs Officer Chris Lehn wrote in a company blog on Wednesday, calling for mandatory safety requirements for AI technology. He said the industry has entered “a new chapter in AI capabilities,” which “requires AI governance to enter a new chapter.” The remarks come amid a series of incidents in which models were hacked, along with warnings issued by researchers.

4. RecodeX Reconstructs the News: Europe’s major stock indexes all closed lower. The UK FTSE 100 fell 0.57%, France’s CAC 40 dropped 0.42%, Germany’s DAX 30 slid 0.69%, and Italy’s FTSE MIB fell 0.13%.

5. RecodeX Reconstructs the News: On Thursday, the city of Denver filed a lawsuit seeking to prevent U.S. Immigration and Customs Enforcement (ICE) personnel from entering polling locations. The suit targets the Department of Homeland Security and Secretary Alejandro Mayorkas, arguing that ordering federal law enforcement officers to carry out detention duties and show up at polling places lacks legal authority.

6. RecodeX Reconstructs the News: The U.S. Supreme Court once again ruled on efforts by the Missouri Republican Party to change the congressional district map, dealing the party another setback less than two months before the 2026 midterm elections. Previously, the Missouri Republicans had suffered consecutive defeats in related lawsuits.

7. RecodeX Reconstructs the News: Since Bitcoin set its all-time high in October 2025, the privacy coin sector has surged by a cumulative 213%, while every other crypto sector remains below its level at that time. Market participants are watching the factors driving this rally, as well as the potential impact of related risks in July 2027.

📡 Hourly Report | 22:00-23:00

1. J.P. Morgan estimates that by 2026 to date, the top five ultra-large-scale cloud computing companies, along with Nvidia, have issued debt of about $320 billion, equivalent to 68% of the U.S. Treasury’s new long-dated duration borrowing in the same period. Goldman Sachs expects the issuance size for related bonds in 2027 to rise further by about 40% to around $340 billion.

2. U.S. inflation data came in higher than expected, combined with rising oil prices, pushing U.S. Treasury yields back up to multi-decade highs. The 30-year Treasury yield hit a 19-year high, while Bitcoin and U.S. stocks fell in sync.

3. Glassnode said Bitcoin faces a “supply wall” for long-term holders in the $83,000 to $85,000 range. About 1.07 million BTC were acquired by long-term holders in that band. If it breaks below this dense zone, the next key level to watch would be around $75,000; if weakness continues, a pullback toward the $60,000 area cannot be ruled out.

4. Silicon-photonics interconnect chip company Ayar Labs completed an additional $150 million funding round to replace traditional electrical signal transmission with optical interconnect technology, improving data-center chip-to-chip and AI compute cluster transmission bandwidth and energy efficiency. Investors and valuation were not disclosed.

5. Pomerantz LLP filed a class action lawsuit against EquipmentShare.com Inc. (NASDAQ code: EQPT), urging affected investors to contact Danielle Peyton (newaction@pomlaw.com, 646-581-9980).

6. China’s Ministry of Commerce announced that it will extend the anti-dumping investigation into pecans originating in the United States and Mexico until March 25 of next year. The reason given is that the case is complex. Previously, anti-dumping duties were imposed at 54.3% on U.S. pecans and 17.8% to 51.6% on Mexican pecans.

7. Morgan State University and Google’s Public Sector have teamed up to build the next generation of an AI campus. This is seen as a national blueprint for the digital transformation of traditional Black colleges and universities (HBCUs) and will help the university move toward R1 research university status.

8. The addresses related to Huang Licheng (“Majiedage”) saw a net reduction of about 7,575 ETH long positions over the past two hours, and reduced about 58,500 HYPE long positions, selling the remaining 68 BTC long positions. He currently still holds 25x long positions on 33,000 ETH (unrealized loss of about $872,000) and 10x long positions on 86,000 HYPE (unrealized loss of about $425,100).

📡 Hourly Broadcast | 21:00-22:00

1. Defense-tech startup Mach Industries completes a $600 million Series C funding round, with its valuation doubling within three months to $3.7 billion.

2. Bitcoin staking functionality on Stacks officially goes live. UTXO Management, 21Shares, HashKey Cloud, Sypher Capital, and Fireblocks become the founding institutional participants in the Genesis Bond staking period.

3. New research shows that the resource benchmarks required for quantum attacks targeting key operations of Bitcoin and Ethereum have been reduced to less than half of the level previously reported by Google. Researchers have cut the related estimates by 50%.

4. As of 21:58 on September 10 (Korea time), Bitcoin is trading at $76,846.97, down 3.45% from the previous day and down 2.37% from a week ago. The Korean market’s kimchi premium is 1.55%.

5. The U.S. listed crypto sector fell across the board over the past 24 hours. CIFR led the declines, down 13.75%, followed by GLXY (-10.83%), GEMI (-8.75%), MSTR (-about 7.4%), and COIN (-5.12%).

6. ECB President Christine Lagarde said that AI investment is becoming a key driver of the global bond market, and large-scale capital expenditures around AI are influencing bond-market trends worldwide through bond-financing channels.

7. In a report issued on September 10, the Netherlands National Institute for Public Health and the Environment said that last week there were 9 newly reported cases of West Nile virus infection nationwide in the Netherlands. So far this year, 18 cases have been reported in total, including 3 deaths.

8. Solana’s single-day token issuance hits a new all-time record at 263,000 tokens. Among the platforms, the Memecoin launch platform Pump.fun accounts for the vast majority of the newly issued tokens.

📡 Hourly News | 20:00-21:00

1. RecodeX Reconstructs the News: Italian software company Bending Spoons announced it will acquire the online collaborative whiteboard platform Miro for $1.355 billion. This deal is the latest in a series of recent acquisitions by Bending Spoons; the specific closing terms and completion timeline have not yet been disclosed.

2. RecodeX Reconstructs the News: In the U.S., the producer price index (PPI) for August rose 0.4% month-over-month, matching market expectations. The data reflects the latest changes in prices at the U.S. production end.

3. RecodeX Reconstructs the News: In the U.S., the number of initial jobless claims for the week ending September 5 was 206,000, compared with the market expectation of 205,000. The prior figure of 206,000 was revised to 207,000.

4. RecodeX Reconstructs the News: Payments network company Piston announced it has completed a $15 million Series A round, led by FPV Ventures. The company said the funding will be used to expand its payments network, advance product development, and hire staff.

5. RecodeX Reconstructs the News: OPEC’s latest monthly report adjusted its global oil demand growth outlook. It cut its 2026 forecast for global oil demand growth from the previous 580,000 barrels per day to 380,000 barrels per day, while raising its 2027 growth forecast from 2.16 million barrels per day to 2.36 million barrels per day.

6. RecodeX Reconstructs the News: Spot gold fell 1.10%, to $4,353.33 per ounce. Spot silver declined even more, down 3.61%, to $64.83 per ounce.

7. RecodeX Reconstructs the News: Li Auto announced it will unveil its global product lineup and Europe-related business plans at the Paris auto show. Specific vehicle models, market entry timelines, and business details have not yet been disclosed.

📡 Hourly News Update | 19:00-20:00

1. RecodeX reworks the report: A 31-year-old British man has been remanded in custody pending trial on suspicion of plotting sabotage against a drone factory in the UK for Russian intelligence services. The allegation claims he planned to carry out sabotage activities targeting drone production facilities within the UK.

2. RecodeX reworks the report: Russia has resumed attacks on Ukraine’s sunflower oil refining facilities. The Bunge plant in Ukraine was hit. This attack targeted Ukraine’s sunflower oil processing capacity, and Bunge, an international food trader, suffered damage to its local factory.

3. RecodeX reworks the report: Jiuqiang Co., Ltd. announced that on September 10, 2026, the company signed an Equity Investment Letter of Intent with Shandong Haidi New Energy Technology Co., Ltd., Tianke New Energy Co., Ltd. (Limited Liability), and Zong Zhe. The company plans to use cash to acquire no less than 51% of Haidi New Energy’s equity and obtain control. The final transaction price will not exceed RMB 275 million. The transaction is expected to constitute a major asset restructuring and is still in the preliminary planning stage. Audit, asset valuation, and other work has not yet been completed. The parties plan to sign the formal agreements by October 31, 2026.

4. RecodeX reworks the report: Polymarket, a prediction market platform, has appointed Warren Jenson as its first Chief Financial Officer. Jenson officially joined the company this week. He is 69 years old and previously held senior finance roles at media research firm Nielsen and marketing technology company LiveRamp. Polymarket founder and CEO Shayne Coplan is 28 years old. This move comes as Polymarket seeks a new round of investment and aims to restart growth.

5. RecodeX reworks the report: Far Sight Valley (002161.SZ) announced that the company has signed an equity investment letter of intent with Shenzhen Guangtai Communication Equipment Co., Ltd. and its shareholders. The company plans to acquire 100% of Guangtai Communication’s equity. The target company’s main business is providing customers with automated coupling equipment for optical communication components and modules, testing instruments, and automated testing solutions.

6. RecodeX reworks the report: On-chain data shows that a “giant whale” continues today to cross-chain buy 544.5 BTC via THORChain, worth approximately $42.43 million. Over the past two days, the address has cumulatively exchanged 60.37 million USDC for 767.8 BTC, with an average purchase price of about $78,628.

7. RecodeX reworks the report: Dingtong Technology announced that the company plans to set up Dingtong Liquid Cooling (Xinyang) Technology Co., Ltd. with RMB 100 million of its own funds. It will hold 100% equity in the company. The registered capital will be RMB 100 million, and the company’s main business will be liquid-cooling heat dissipation and thermal management. This proposal was approved on September 10, 2026 by the company’s 30th meeting of the third session of the board of directors, so it does not require submission to the shareholders’ meeting. Subsequent procedures such as industrial and commercial registration are still required.

📡 Hourly News Brief | 18:00-19:00

1. The State Council Information Office holds the launch briefing for the “Fifteen-Fifth Plan” for financial development. The People’s Bank of China issues the “Fifteen-Fifth Plan” for building a financial powerhouse, clarifying targets for 2030 and 2035. The China Securities Regulatory Commission deploys eight “further” initiatives and also sets development goals for the capital markets in 2030.

2. A report from the Bank of Korea shows that in the first seven months of this year, volatility in South Korea’s stock market reached 4.1%—the highest among the top 30 stock markets worldwide by market value. This is close to roughly three times last year’s 1.4%. The main reasons include heavy dependence on semiconductor stocks and a surge in leveraged ETF investments.

3. iFlytek has rolled out the iFlytek Xinghuo X2.5 model with a parameter scale of 293B. The focus is on improving code and agent capabilities, supporting 200+ languages. Its API supports multiple protocols and enables fast integration with third-party frameworks.

4. DeepSeek releases a new AI model priced as low as a few cents per million tokens, further intensifying pressure on competitors such as Anthropic PBC and Z.AI.

5. In a first-instance ruling, a Shanghai court determines liability in the first AI-cloned voice infringement case involving a game character. The court finds that the defendant used the voice of a “Genshin Impact” character synthesized by AI without authorization to profit commercially, constituting infringement, and orders compensation of 750,000 yuan.

6. The U.S. law firm Latham & Watkins purchases NVIDIA servers to build its own internal AI system. The firm is customizing and retrofitting open-weight models as an alternative to external models such as OpenAI and Anthropic.

7. Clearview AI tests a prototype tool called InquiryIQ. It calls the Grok model under xAI to extract information from identified individuals, presenting social accounts, related contacts, and other network data. It is currently in the testing stage.

8. Nanmao Technology discloses unaudited consolidated revenue. In August 2026, revenue increased 33.3% year over year. The company is listed on the Taiwan Stock Exchange under code 8150 and on Nasdaq in the U.S. under code IMOS.

📡 Hourly Update | 17:00-18:00

1. RecodeX Restructuring Report: On Wednesday, the U.S. Department of Commerce unveiled a proposal to make major adjustments to the U.S. Census, excluding certain non-citizens from population statistics. Under the proposal, U.S. citizens and lawful permanent residents would be included in the count, while some non-citizen groups would not fall within the scope of the statistics. The move is seen as a major reform of the current census reporting approach.

2. RecodeX Restructuring Report: China Unicom disclosed at its 2026 Partners Conference that in the first half of 2026, domestic eSIM smartphone sales reached 1 million units. It expects the market size to grow by 20x in the second half, surpassing 20 million units. China Unicom said it had issued 300,000 eSIM-exclusive benefits in the first half, and plans to roll out 8 million benefit packages in the second half. At its autumn product launch, Apple officially released its first foldable-screen phone, the iPhone Duo. The product uses an eSIM-only design worldwide.

3. RecodeX Restructuring Report: Botsi announced the completion of a $1.5 million seed round (Pre-Seed) financing. Specific details such as the investors in this round, the use of funds, and the company’s business direction have not been disclosed yet.

4. RecodeX Restructuring Report: Palantir and NVIDIA announced a partnership to bring AI capabilities into key supply chain areas, with the first applications starting from NVIDIA’s own operating ecosystem. The two sides will integrate NVIDIA’s open-source Nemotron model into Palantir’s Foundry and Artificial Intelligence Platform (AIP) to improve supply chain transparency, identify potential bottlenecks, and enable automated operational decision-making. NVIDIA said its Vera Rubin rack contains about 1.3 million components, and.

5. RecodeX Restructuring Report: Binance launched a Stock Recurring Buy feature on September 10. Eligible users can automatically purchase specified stocks and ETFs on a fixed schedule without placing manual orders each time. The feature currently covers 100 stocks and ETFs, including Apple, Tesla, NVIDIA, Amazon, Microsoft, Meta, Coinbase, Robinhood, as well as popular ETFs such as SPY, QQQ, and VOO.

6. RecodeX Restructuring Report: Citadel Securities sent a letter to regulators urging the U.S. Securities and Exchange Commission (SEC) to exercise regulatory authority over event contracts linked to U.S.-listed companies. In the letter, the market maker said trading venues should not use the Commodity Futures Trading Commission (CFTC)’s self-certification process to bypass the SEC’s jurisdiction.

7. RecodeX Restructuring Report: The People’s Bank of China issued an announcement. To better match the banking system’s short-term liquidity needs, it will conduct overnight reverse repurchase operations from September 14 to September 17. The operations will use a fixed interest rate and quantity bidding approach, with daily amounts not exceeding CNY 600 billion.

8. RecodeX Restructuring Report: The General Office of the State Council recently issued a notice on strengthening governance of the difficult problem of receivables collection for small and medium-sized enterprises (SMEs). It outlines arrangements for legally addressing the issue of SMEs struggling to collect payments. The notice calls for完善 industry rules on accounts receivable payment, guiding large enterprises—especially leading companies—to take the lead in committing to pay SMEs their accounts receivable in cash within 60 days from the date of delivery of goods, projects, or services. The notice also proposes strengthening oversight of large enterprises’ payment behavior, establishing a receivables monitoring mechanism, and organizing joint talks among multiple departments with companies that intentionally extend payment terms, and督.

📡 Hourly Report | 16:00-17:00

1. RecodeX rebuilds the message. Anthropic has opened access to its Mythos model to the European Union region. This is now several months after the model’s first release. As of now, the official has not disclosed the specific scope and limitations of this EU opening.

2. RecodeX rebuilds the message. The National Administration for Market Regulation has scheduled a public hearing for 9:00 on September 18, 2026, at the Cloudy Flying Hall on the fourth floor of the Administration, to determine whether the proposed undertakings attached to the case concerning Meituan’s acquisition of the equity in Beijing Maimaitian Network Technology Co., Ltd. can effectively address the competition concerns.

3. RecodeX rebuilds the message. On September 10, Ant AFO announced its latest operating data. Its app user base has reached 150 million, with daily inquiry volume nearing 20 million person-times.

4. RecodeX rebuilds the message. On September 10, the Securities and Futures Commission of Hong Kong, pursuant to Article 8(1) of the Rules Governing the Securities and Futures (Listing on Securities Markets), instructed the Hong Kong Exchanges and Clearing Limited to suspend the trading of Bohang Vision Cloud-B (02592.HK) shares starting at 9:00 a.m. on September 10, 2026. The SFC said it was seriously concerned that the company’s first public offering may have been artificially manipulated to create a false impression of market demand for its shares. The SFC believes that suspending trading of the stock during the ongoing investigation is necessary to maintain a fair and orderly market and protect the interests of the investing public.

5. RecodeX rebuilds the message. On September 10, Luo Yonghao posted on Weibo to comment on Apple’s first foldable-screen phone, the iPhone Duo. He pointed out that the phone’s folded form factor, under-display camera, the squat and wide screen aspect ratio, the side Dock bar, seamless handoff between the external and internal screens, multi-angle hovering, and the titanium alloy 3D-printed hinge cover are all “copied,” and he said the handling of the crease is “sculpting filth on top of filth.”

6. RecodeX rebuilds the message. The blockchain payments company Fnality announced personnel appointments: former Deputy Governor of the Bank of England Jon Cunliffe has joined the company and will serve as Chairman of the Board of Directors for its UK entity. Jochen Metzger, former Director of the payments and settlement systems at the Deutsche Bundesbank, has been appointed as a member of the supervisory board of Fnality Europe and is expected to serve as Chairman of the supervisory board. Ron Berndsen, who previously served as the head of supervision at the Dutch Central Bank and head of policy for market infrastructure, will also join Fnalit.

📡 Hourly Bulletin | 15:00-16:00

1. RecodeX rewrites the report: RecodeX reports that the Singapore Exchange (SGX) has announced that its Bitcoin and Ethereum perpetual futures contracts are now open to U.S. institutional investors. This means that U.S. institutions can use this exchange to participate in perpetual futures trading of these two types of crypto assets.

2. RecodeX rewrites the report: On September 10, Alipay announced the official establishment of the “Intelligent Agents Emergence Award,” with an annual development fund of RMB 10 million and an annual grand prize of RMB 1 million. The award is divided into two stages: quarterly shortlist and the annual competition. Works shortlisted in the first cohort can receive interim rewards worth RMB 5,000. The annual grand prize is expected to be announced in the fourth quarter of 2027.

3. RecodeX rewrites the report: In response to investors’ questions on an investor interaction platform, Zhuhai Gotion (Gotion) said that the company currently supplies battery cells for laptops for Apple customers, as well as for multiple mobile phone models including foldable phones. This response targets investors’ inquiries about whether the company supplies batteries for Apple foldable devices.

4. RecodeX rewrites the report: At the September 10 press conference held by the State Council Information Office, Li Chao, Vice Chairman of the China Securities Regulatory Commission, said that during the “14th Five-Year Plan” period, capital market work will revolve around the overall goal of “building a safe, regulated, transparent, open, vibrant, and resilient capital market.” The plan will be driven by continuously deepening comprehensive reform of investment and financing, guided by improving institutional inclusiveness and adaptability, safeguarded by strengthening supervision strictly according to law, and will accelerate the implementation of the next round of reform and opening-up for the capital markets. Li Chao also proposed that by 2030, at the time of the 40th anniversary of the capital market, the capital market...

5. RecodeX rewrites the report: Li Chao, Vice Chairman of the China Securities Regulatory Commission, said at a September 10 press conference series on “Getting a Head Start on the ‘15th Five-Year Plan’” hosted by the State Council Information Office that, since the beginning of this year, long-term funds such as social security, pension funds, and insurance combined have net bought A-shares totaling more than RMB 600 billion, and the market value of A-share tradings held has increased by 12.5% compared with the end of 2025.

6. RecodeX rewrites the report: On September 10, Lu Lei, Vice Governor of the People’s Bank of China, said at the State Council Information Office press conference series on “Getting a Head Start on the ‘15th Five-Year Plan’” that the “15th Five-Year Plan for Building a Financial Power” has been officially released recently. To implement the relevant arrangements, the People’s Bank of China has formulated and issued the “15th Five-Year Plan for Reform and Development of the People’s Bank of China,” and has also introduced action plans in nine related areas.

7. RecodeX rewrites the report: Huang Ling, spokesperson of the Ministry of Commerce, said at a regular press conference held on the 10th that the economic and trade teams from China and the U.S. are actively implementing the consensus reached during the Beijing meeting between the leaders of both countries. They are currently negotiating arrangements for a USD 30 billion reciprocal tariff reduction framework, aiming to have it implemented as soon as possible.

8. RecodeX rewrites the report: Flop Labs officially released a draft FLOP tokenomics plan based on updates from community feedback. The draft clarifies that the token will not have venture capital allocations, will not have a pre-sale, and all tokens must be obtained through network contribution. The draft shows that in the 10th year, the total supply is expected to reach 18.1 billion tokens; the long-term inflation rate will remain at 0.5% per year. It uses a fixed halving cycle; after halving, a permanent tail-inflation mechanism is retained to continue incentivizing network participants. In the 10th-year allocation, miners receive 8.8 billion tokens (48.6%), and 4.4 billion tokens are allocated via airdrop.

📡 Hourly News Update | 14:00-15:00

1. Data from the China Association of Automobile Manufacturers shows that in August, the production and sales of new energy vehicles reached 1.653 million and 1.643 million units, respectively, up 18.9% and 17.8% year over year. The share of new vehicle sales rose to a new high of 60.6%. In August, automobile exports totaled 1.01 million units, up 65.3% year over year, including 526,000 units of new energy vehicle exports, up 1.3 times.

2. The Hydrogen Energy Council’s “2026 Global Hydrogen Energy Guide” indicates that the global pledged investment in clean hydrogen energy has exceeded $130 billion, corresponding to pledged annual production capacity of 6.9 million tons.

3. OpenAI has released the C and D solution blow-up results for the existence and smoothness problems of the Navier–Stokes equations. It leveraged parallel computation with about ten thousand agents, consuming 130 billion tokens over 88 hours, and used GPT6 Astra to verify within 17 hours. Mathematicians Buckmaster and Alpöge had previously advanced the same approach, and both sides disagree on whether the model came into contact with their Codex draft.

4. U.S. authorities froze about $52 million worth of cryptocurrency related to fraud within a single day and seized the Telegram channel of the Chinese illegal trading market Xinbi Guarantee. On the same day, the U.S. Treasury also imposed sanctions on Xinbi.

5. Mastercard launched Agent Connect, providing merchants with an AI agent checkout standardization solution. Its Agent Pay enables authorized spending through tokenized permissions granted by customers, positioning stablecoin settlement as an optional channel.

6. Singapore has granted a major payment institution license to the cryptocurrency exchange Gemini. The authorization covers services for digital payment tokens and cross-border transfer services. Gemini can provide spot trading, asset custody, and over-the-counter trading services in Singapore for retail and institutional clients.

7. On September 10, Novo Nordisk disclosed that its long-acting growth hormone pasireotide injection (Nozeo) has newly received approval for three additional pediatric indications in China. These cover growth retardation related to Noonan syndrome, idiopathic short stature, and inability to catch up in growth for children born small for gestational age.

8. Zhu Jiang, deputy director of the Shenzhen Municipal Local Financial Regulatory Administration, said at the 2026 annual conference for financial institutions that the first-half growth rate of Shenzhen’s financial industry value added reached 10.6%. As of September 9, there were 29 newly added IPO companies this year, with financing volume exceeding RMB 100 billion, all leading among first-tier cities.

📡 Hourly News Update | 13:00-14:00

1. TSMC releases its August revenue figures. Sales for the month were NT$514.8 billion, up 53.3% year over year. The company said strong global demand for AI infrastructure construction has made capacity hard to meet orders.

2. Bitcoin’s price trend has shown its first “golden cross” in over a year. Since July, it has rebounded by about 34%. The market is watching the $80,000 level as a key watershed point for subsequent movement.

3. Huawei has started commercial shipments of the Kirin 9050 Pro chip. It uses the LogicFolding architecture under “Tao’s Law,” with an approximately 55% increase in transistor density and reduced power consumption under key workloads. Mate XT 2 is the first device to carry this chip.

4. Apple has introduced a new feature that can verify whether photos taken with an iPhone were generated or altered by AI, helping users prove the authenticity of images by attaching provenance credentials to photos.

5. Reports from sources including French government officials indicate that Mistral’s rapid rise over the past three years has benefited largely from its close relationship with French President Emmanuel Macron. With Macron set to step down, the relationship landscape is facing change.

6. Coinbase CEO Brian Armstrong said that regardless of the voting outcome of the Clarity Act, the cryptocurrency industry will win.

7. Moonshot officially launches the Kimi Enterprise Partner Program. It will work with IT service providers and systems integrator partners across industries to form Front Deployment Engineer (FDE) teams, helping enterprises deploy AI into core business operations.

8. Cambricon responded to rumors in the market that domestic chip manufacturers would raise the prices of AI processors. The company said it has not issued any such price-increase announcement and urged investors not to believe market reports.