Cointime

24小时涨超千倍，币股Meme项目MEME市值突破3000万美元创新高
9 月 4 日，据 GMGN 数据，Robinhood Chain 币股 Meme 项目 MEME 市值突破 3000 万美元创新高，24 小时涨超千倍，成交量 2680 万美元。MEME 利用股票交易平台 Robinhood，以代币化美股 AMC Entertainment（美国院线公司，股票代码 AMC）为底池配对，采用 MEME/AMC 交易对提供流动性。 注：币股 Meme（Stock Meme）是将传统 Meme 币和代币化美股直接结合的新兴玩法：Meme 币不再与 USDT 或 ETH 配对，而是直接和链上的美股代币（如 NVDA、TSLA、AAPL 等）组成交易对，既保留了 Meme 币高波动、社区驱动的投机属性，又挂靠真实股票的热度与叙事，交易手续费往往还会部分回流到社区金库积累对应美股代币，形成「情绪炒作+真实资产锚定」的双重驱动模式。价格波动较大，投资需谨慎。

Robinhood生态代币VOXEL市值突破800万美元，24小时成交量890万美元
9 月 4 日，据 GMGN 数据，Robinhood Chain 上的流动性聚合层协议 Voxelithic Protocol 代币 VOXEL 上线 2 日市值突破 800 万美元，近 24 小时拉升超 170 倍，24 小时成交量 890 万美元。 提醒用户，代币价格波动较大，投资需谨慎。

Bonk Guy again calls out trades USELESS: Many will regret not buying at this time
On September 4, trader Bonk Guy (Unipcs) again posted a trading call for the Solana ecosystem meme coin USELESS. He said: I think many people will regret not buying USELESS in the upcoming cycle. According to GMGN data, USELESS, a Solana ecosystem meme coin, surged 67% in the past 24 hours and its market cap rose to $213 million. On September 1, “Bonk Guy” said that his bullish stance on USELESS is even stronger than when he traded BONK in 2023. Notably, Bonk Guy himself holds 15.9 million USELESS. He reminds users that meme coins have little to no real utility, and their prices can be highly volatile; investors should exercise caution.

ZEC rises this morning, nearing $980; up more than 15% in 24 hours
On September 4, according to HTX market data, ZEC surged this morning and briefly reached $979.69, before pulling back to $938.20. It is up more than 15% over the past 24 hours, with its market cap rising to $15.766 billion.

Hong Kong stocks’ intelligent driving concept strengthens; Tesla’s Cybercab officially launched
On September 4, Hong Kong stocks’ intelligent driving concept strengthened. Zuji Innovation (02431.HK) rose more than 10%, Hesai-W (02525.HK) rose more than 8%, Pony.ai-W (02026.HK) rose more than 7%, Baidu (09888.HK) rose more than 5%, and Sunae Group (02498.HK) rose more than 4%. According to news, on September 3 local time, Tesla announced that its cyber autonomous driving electric vehicle, Cybercab, has officially begun operations in Austin, the United States. Tesla said the vehicle does not require a steering wheel, pedals, or side mirrors, and will deliver higher usage efficiency to meet more transportation needs. (Jin Shi)

Anthropic即将敲定150亿美元上市前循环信贷，为IPO铺路
动察 Beating AI 快讯，据彭博援引知情人士报道，AI 公司 Anthropic 即将敲定将循环信贷额度扩大至 150 亿美元，为其向美国公开提交备受关注的 IPO 文件扫清重要障碍。该额度将显著高于公司此前约 100 亿美元的目标，以及去年获得的 25 亿美元五年期循环信贷额度。摩根士丹利将牵头此次信贷安排，高盛、摩根大通和花旗担任重要角色；四家机构同时也是 Anthropic 此次 IPO 的主要承销银行，巴克莱和富国银行预计也将发挥关键作用。知情人士称，Anthropic 计划通过 IPO 筹集的资金规模可能达到甚至超过 SpaceX。公司目前年化收入已超过 650 亿美元，IPO 具体规模及信贷安排细节仍可能发生变化。

ETH breaks through $2400
Market shows that ETH has broken through $2400 and is currently trading at $2400.06. The 24-hour gain reaches 1.11%. Market volatility is relatively high, please manage risk.

Tmall launches a Token top-up center, with the first batch integrating domestic model providers such as Alibaba Cloud, Zhipu, Kimi, and MiniMax.
In the “Beating AI” brief, on September 3, Tmall officially launched an AI space station (Token Recharge Center). Users can directly purchase subscription products from multiple leading model providers. The page shows that the top-up center aggregates subscription services from leading domestic model providers including Alibaba Cloud, Zhipu, Kimi, and MiniMax. The products on sale include Token Plans and Coding Plans with periodic subscriptions, as well as recharge options that charge by usage. Delivery supports two methods: card-and-password (card/mimi) or direct top-up. The day before, Zhipu officially entered Tmall and opened its official flagship store, starting sales of subscription packages such as the Coding Plan. According to reports, on its opening day, search traffic surged 40-fold month over month, and large-model subscription services have begun to enter e-commerce consumption scenarios.

Trader theunipcs: Over the past month, the portfolio value increased by more than $9.8 million
According to Lookonchain monitoring, in the past month, trader @theunipcs’ portfolio value increased by more than $9.8 million. The ETH held by address 0x07f5...2241 generated a profit of $5.63 million, USELESS profit of $1.57 million, and MarsCoin profit of $1.43 million.

8 people achieve $80 million ARR—AI inference startup Wafer raises $40 million Series A
In the latest Beating AI news, AI inference startup Wafer, with a team of only 8, has completed a $40 million Series A round at a valuation of over $200 million. The company previously also turned down acquisition offers from several cloud vendors and inference service providers. Wafer’s inference business reached $8 million in ARR in about 3 months. It does not make chips; instead, it helps existing models run faster and cheaper on available hardware. Wafer enables AI Agents to automatically adjust the model, inference engine, kernel, caching, quantization, and scheduling—then find the best方案 for different hardware such as NVIDIA and AMD. Previously, many of these tasks had to be tuned manually by inference performance engineers; Wafer aims to hand that part over to AI. In its own testing, GLM 5.2 running on AMD MI355X achieves throughput at about 80% of NVIDIA B200, with costs under half. Current customers include Vercel and Inworld AI. Vercel has also independently published testing results, saying Wafer’s throughput for running GLM 5.2 is about 2x that of other serverless providers. After closing the funding, Wafer immediately began expanding hiring. It has now opened roles across four categories: engineering, growth, CEO’s office, and GTM. All positions require being in San Francisco five days a week. Engineering positions have a base salary of $250,000, plus equity.

South Korea’s stock index accelerates lower in the afternoon; SK Hynix leads the decline
On September 3, according to Bitget market data, South Korea’s KOSPI index was down 1.00% on the day. Weighted stocks SK Hynix fell 2.36% and Samsung Electronics fell 1.8%. Affected by this, Southern’s two-times long SK Hynix dropped 5.75%, and its two-times long Samsung fell 4.51%. Previously reported, the latest data showed that South Korea’s semiconductor export value surged 209% year-on-year; in August it reached a record high of $46.65 billion, accounting for 47.5% of the country’s total goods export value.

During the high-level pullback of Bitcoin, the whale group increased their holdings by 6,765 BTC
On September 3, according to data from analysts at alicharts, Bitcoin has pulled back 5.82% from its local high of $81,474 on August 28. During this period, the whale group continued to accumulate. They bought approximately 6,765 bitcoins, worth about $521 million.

Crypto Fear and Greed Index rises to 65; the market remains in a “Greed” state
On September 3, according to Alternative data, today the Crypto Fear and Greed Index fell to 65 (63 yesterday), and market sentiment is still in a “Greed” state. Note: the fear index threshold ranges from 0–100 and includes indicators: volatility (25%) + market trading volume (25%) + social media buzz (15%) + market surveys (15%) + Bitcoin’s proportion in the overall market (10%) + Google Trends analysis (10%).

Kimi API now natively supports Codex and Claude Code
Discover Beating AI breaking news: Moonshot announced that, to meet users’ needs to integrate the Kimi API into Codex and Claude Code, Kimi API now supports OpenAI’s Responses API format; it also supports Anthropic’s Messages API format. Users of Codex or Claude Code do not need to convert formats or use a local proxy—they can directly connect to models such as kimi-k3, kimi-k2.7-code-highspeed, kimi-k2.7-code, and kimi-k2.6 via a custom model provider. (Jin10)

Sality’s zombie network that stole Bitcoin and Ethereum for eight years was dismantled
Sality’s zombie network that stole Bitcoin and Ethereum was successfully dismantled after eight years. (Decrypt)

FTSE China A50 Index includes SMIC and Shengyi Technology
On September 2, FTSE Russell announced changes to the review of the FTSE China index series. The FTSE China A50 Index will include SMIC and Shengyi Technology, and will remove Muyuan Foods and Wanhua Chemical. The above changes will take effect after the close of trading on September 18. (Jinshi)

Strategy CEO: Doesn’t Make Decisions Based on Bitcoin Prices; Net Debt Has Dropped to Zero
On September 2, Strategy CEO Phong Le said in an interview with Bloomberg that, "We don’t make decisions based on the specific price of Bitcoin. So what have we done? Over the past two months, although we didn’t buy any Bitcoin, we strengthened our balance sheet. Currently, Strategy has $72 billion in assets, including $65 billion worth of Bitcoin and $7 billion in U.S. dollar reserves, which have increased by 34% over the past two months. At the same time, Strategy also reduced net debt from roughly $7 billion previously to zero. Therefore, by strengthening our balance sheet, we have effectively increased the value of our equity, which makes it more profitable to sell MSTR and buy Bitcoin. This is what has changed over the past few months. Now, this gives us a balance sheet with a 'bulletproof' quality—a 'fortress' style balance sheet." Previously, Strategy boosted its Bitcoin holdings again last week after a two-month pause.

Alibaba Cloud’s enterprise-grade Agent collaboration platform “Wan You Wu Jie” launches public beta
On September 2, Alibaba Cloud’s enterprise-level human-and-Agent collaboration platform “Wan You Wu Jie” officially launched its public beta. “Wan You Wu Jie” is a multi-role Agent collaboration workspace. Unlike approaches where a single AI Agent takes on everything, it breaks down a complex task into multiple Agents with different responsibilities—organizing members and assets in “project spaces,” and enabling multiple Agents to carry the work forward in sequence around the same task through group chat. Outputs generated throughout the process are stored and accumulated in an asset library, becoming digital assets that enterprises can reuse.

a16z leads investment in U.S. remittance startup Felix Pago with $200M Series C funding, focusing on stablecoin remittances and financial services
On September 2, Felix Pago, a fintech startup providing cross-border remittance services for Latin American immigrants, completed a $200 million Series C round. a16z led the equity financing with $87 million, and the Customer Value Fund under General Catalyst provided a $113 million credit facility. Felix Pago mainly delivers remittance services from the United States to Latin America via WhatsApp, with its back end using USDC and blockchain-based settlement. The company plans to use the new funding to further expand beyond its core remittance business into financial services such as loans and savings.

Bank of Japan policy board member: 2026 marks a policy shift, rate hikes are becoming a global trend
On September 2, Takata Akira, a policy board member of the Bank of Japan, said that 2026 will mark a policy shift. Given that economic growth and investments related to artificial intelligence are driving rate hikes to become a global trend, different response measures are needed, requiring more flexible responses than the approach of once every six months used in the past. The Bank of Japan needs to consider a range of options, rather than just a 25-basis-point rate hike each time.