Japan’s 10-year Government Bond Yield Breaks Above 3%, Its Biggest Overseas Bond Buyer May Reduce Allocations
BlockBeats report: On September 1, Japan’s 10-year government bond yield first exceeded 3% since 1996. At one point, the U.S. 10-year government bond yield rose to 4.79%, while Germany’s 10-year government bond yield also climbed to its highest level since 2011. Global bond markets saw synchronized selling, with inflation, rate-hike expectations, and fiscal financing pressures serving as the main drivers. Market attention focuses on the impact of changes in Japan’s bond market on global capital flows. As Japanese domestic bond yields rise, the appeal for Japanese investors to hold domestic assets increases, which may reduce new allocations to overseas bonds such as those in the United States, Europe, and Australia. Analysts believe that even without a large-scale flow of funds back home, Japan “no longer being a marginal buyer of overseas bonds” could still lift global bond term premia and long-term yields.
Gold and Silver Drop to Two-Week Lows as Global Bond Yields Soar, Weighing on Precious Metals
BlockBeats message: On September 1, according to Bitget market data, gold and silver prices continued their recent downtrend. Driven by selloffs across global major bond markets and a rapid rise in long-term yields, safe-haven demand for precious metals has temporarily been suppressed by pressure from high interest rates. Spot gold fell nearly 1.8% at one point during the day, to around $4,370 per ounce, the lowest level since August 19; spot silver dropped nearly 3% to around $64.5 per ounce. On the day, the U.S. 10-year Treasury yield rose above 4.75%, the German 10-year Treasury yield rose to its highest level in 15 years, and the Japanese 10-year Treasury yield surpassed 3% for the first time since 1996. With markets concerned about escalation in the Middle East situation, oil prices and inflation are being pushed higher, which may force major central banks to keep tight monetary policy—or even hike rates further—thereby continuing to raise the opportunity cost of holding non-interest-bearing assets like gold.
Owlto Finance offers 10,000 free Gas subsidy slots for Robinhood users
BlockBeats message: On September 1, according to official information, Owlto Finance sponsored gas fees for Robinhood users and opened 10,000 free gas subsidy slots. Eligible users include Owlto users, OWL holders, ARB holders, and Robinhood trading users. Among them, OWL users are eligible if they meet any of the following criteria: they have participated in any activity such as Owlto bridging, swapping, contract deployment, daily check-in, or staking, or they hold more than 100,000 OWL; each wallet can claim at most once every 24 hours. Robinhood users need to hold more than 10,000 ARB, or trade on the Robinhood Chain, and each wallet can claim only once.
BlockBeats message: On September 1, according to Lookonchain monitoring, one address spent 181 ETH (about $443,000) a month ago to buy 7.99 million PONS. After the price dropped, it sold all 7.99 million PONS in exchange for 135,000 USDG, for a net loss of $308,000.
And currently, these 7.99 million PONS are worth $3.46 million. If the address had never capitulated, it would have earned more than $3 million in profit.
BlockBeats news. On September 1, according to Bitget market data, spot silver has fallen more than 3% during the day, and is currently trading at $64.55 per ounce.
Morgan Stanley’s Interpretation: Has Zhipu’s Commercialization Turning Point Arrived After 4x Revenue Growth in the First Half?
TL;DR ·Zhipu’s revenue in the first half of 2026 increased year over year by 400% to RMB 954 million; cloud deployment revenue grew 2736%, becoming the absolute main driver. ·As of August, the company’s monthly-annualized ARR reached USD 1.6 billion, with a single-year annualized figure exceeding USD 2.0 billion; the year-end guidance was raised to USD 2.4 billion. ·From the beginning of the year to August, the platform’s token consumption increased by more than 40 times, the API average price rose by about 101%, and the number of paying daily active users grew by 603%. ·Unit inference cost dropped 80% in the first half, but overall gross margin fell from 50% to 26%, and R&D expenses still exceeded the revenue from the same period by more than 2 times.
Latest Holdings of AllianceDAO and FOMO Founders: 70% in US Stocks, Crypto Limited to BTC and Zcash
Original Title: Is The Bottom In? What The Lads Are Buying! Original Source: Steady Lads Podcast Original Compilation: Deep Tide TechFlow Disclosure of Interest: All guests on this podcast have significant financial ties to the underlying assets discussed in this episode. Qiao Wang’s organization holds a large number of early Web3 projects; personally, he has heavy positions in US stocks, BTC, and Zcash. Tiki holds the S&P 500, government bonds, and a large number of physical Pokémon collectible cards. Justin holds Zcash and Lit airdrops. Jordy holds BTC and Hyperliquid (Hype). Dimma holds Near and Grass. Data shared by FOMO co-founder has strong user-acquisition and product-promotion objectives. This episode faithfully presents the guests’ real holdings and reasoning, and does not constitute independent third-party investment advice. Please readers take responsibility for your own funds.
BlockBeats messages: On September 1, according to official announcements, HashKey Exchange has announced the listing of the First Digital USD (FDUSD) token, available to professional investors only.
Users can now top up and withdraw (via the Ethereum ERC20 network). Spot trading for FDUSD/USD, BTC/FDUSD, and ETH/FDUSD will begin on September 1, 2026 at 16:00 (UTC+8).
A long-awaited DeFi Summer: surging LP yields for obscure U.S.-stock meme hotspots
BlockBeats message, September 1: In the past week, trading activity on the Robinhood chain has surged. The latest data shows that the 24-hour DEX trading volume on the Robinhood Chain has exceeded $900 million, the first time since the network went live. Yesterday, meme token launchpads represented by Pons and Long.xyz recorded trading volume of $438 million, setting a new all-time high. Against this backdrop, LP yields for popular coins have spiked sharply, taking Boner on Uniswap as an example. In the past 24 hours, the token’s trading volume reached $32.859 million. The pool with the most liquidity is the BONER/HIMS trading pair, with total locked value of $2.475 million. Real-time APR data is as high as 177.45%.
BlockBeats message. On September 1, according to Bitget market data, spot gold is down more than 1% intraday, currently trading at $4,404.47 per ounce.
BTC Could Run Into a $118 Million ‘Ambush Zone’—Whale Consensus on the Direction Is Clear
BlockBeats report: On September 1, according to TradingBeats monitoring, on-chain order structure shows that after excluding market-making and grid strategies, BTC’s tens-of-millions-of-dollars scale directional orders are clearly dominated by buy orders; the few sell orders located above the current price are all profit-taking cutbacks from existing long positions, not newly opened short positions. As of press time, BTC is trading at $78,765. Four key monitored addresses have placed approximately $118 million in standard limit buy orders between $69,000 and $76,700. Although the current positions and the purposes of the orders are not the same, all four are framing a BTC pullback as a buy action.
$1.4B inflow into ETH ETFs—has the ETH liquidity rally only just begun?
Original title: Ethereum Price Forecast: Rising Stablecoin Supply and ETF Inflows Fuel ETH Rally Original author: Jayshree, BitcoinWorld Editor’s note: In late August, ETH briefly rose above $2,500. During the same period, U.S. spot Ethereum ETFs continued to record net inflows, and the supply of stablecoins such as USDT and USDC also remained in an expansion trend. The market therefore linked this rebound to two potential streams of capital: traditional finance channels are once again absorbing ETH, and within the crypto market, dollar liquidity has also increased. The real question is whether these changes can represent sustainable new demand. ETF net inflows correspond to a relatively direct spot exposure, while stablecoin supply growth can only translate into buy pressure once the funds flow into the trading process. Both can improve the market’s liquidity conditions, but they cannot, by themselves, prove that ETH will keep rising.
BlockBeats news, on September 1: ECB Governing Council member Kochler said that recent risks of upward euro area inflation have increased. If the ECB’s next forecast confirms this, further immediate rate hikes are necessary. In addition, the ECB must ensure that medium-term inflation does not remain persistently above the 2% target.
Amber Premium undergoes brand upgrade to AMBR, with business transformation into AI agents exclusively for the financial and enterprise sectors
BlockBeats news: On September 1, Amber International Holding Limited (NASDAQ stock code: AMBR) announced today that the company will officially change the name of its original brand, Amber Premium, to the new brand AMBR, marking the beginning of a fundamental business transformation. After the transformation, the company will become an AI agent company, focusing on building dedicated AI agents for the financial, enterprise, and growth sectors. Meanwhile, the company announced the launch of its flagship personal finance AI agent, Ambre, and the official opening of its marketing AI agent, MIA, for enterprise customers. It is reported that AMBR’s first flagship product, Ambre, is designed to make personal finance experiences smarter, more natural, and more actionable. Users can explore personal financial information through natural language, and Ambre will deliver targeted insights based on their actual holdings, interests, and relevant market news. In addition, AMBR has also launched an AI agent, MIA, built specifically for the marketing industry, which has now been officially opened for use by enterprise customers.
BlockBeats news: On September 1, according to official sources, the Aave governance proposal AIP-514 has been officially approved. Pendle PT-USDG has now become a collateral asset supported by Aave V3 on X Layer, further bridging the Pendle fixed-income market and the Aave lending protocol.
It is reported that OKX Wallet has also launched a time-limited incentive campaign for PT-USDG. Users can participate in the program in a one-stop way via the DeFi section, with an APY of up to 6.8%. After PT-USDG is integrated with Aave, it will further enrich stablecoin yield and lending scenarios on X Layer.
LeapNode Receives Investment from DraperDragon and Lays Out the Web3×AI Infrastructure Track
BlockBeats message, September 1: Recently, the AI compute token aggregation trading platform leapnode.net announced that it has received investment from well-known crypto investment institution DraperDragon. This investment marks a strategic consensus between both parties on the AI and Web3 convergence track. They will integrate ecosystem resources, seize the wave of AI agent development, and open up the market for a new generation of AI–Web3 infrastructure. It fully reflects the capital market’s recognition of opportunities in the track as well as the project’s potential. LeapNode believes that a compute token aggregation trading platform is to AI what a trading platform is to Web3. First, the platform connects to 200+ cutting-edge AI models through a single API key. The invocation prices are 10%–30% of the official rates. Service availability reaches 99.9%, and new models are launched quickly within 48 hours. To lower the usage barrier, LeapNode has launched plug-and-play Web3 smart assistants, including the “Mysterious Computation Master,” which has received widespread praise. It also introduced the “Compute Box” so users can participate in sharing the platform’s revenue. The project’s vision is to connect models with user agents, extend the A2A economy, and provide support for autonomous payments and settlement by AI agents, thereby building the core settlement layer of the AI agent ecosystem.
A certain whale’s 40x “all-in” on Bitcoin runs out of funds, with a $26 million long position nearing liquidation
BlockBeats reports: On September 1, according to TradingBeats monitoring, a mega whale starting with 0x90b5 is currently holding two long positions in BTC and ETH with high leverage. The total notional value is approximately $26.334 million. The account’s withdrawable amount has dropped to 0, and the two positions currently have an unrealized loss of about $41,800. Of these: BTC is going long with 40x full-position leverage on 246.17 BTC, with a position value of about $19.386 million. The comprehensive average entry price is $78,855.4, the liquidation price is $77,641.8, and it is only about 1.41% away from the current price; ETH is going long with 25x full-position leverage on 2,808.02 ETH, with a position value of about $6.948 million. The liquidation price is $2,376.7, and it is about 3.95% away from the current price.
Japan’s 10-year government bond yield first touches 3% since this century
According to a BlockBeats report, on September 1, Japan’s 10-year government bond yield for the first time this century touched 3%. For a bond market in which a benchmark borrowing cost has been close to zero for years and is now gradually returning to normal, this is an important milestone. On Tuesday, the yield rose as much as 6 basis points to 3%, the highest level since 1996. In the same period last year, the yield was only half of what it is now, highlighting how fast things are changing and the knock-on effects for the Japanese economy and global financial markets. Since Japan’s central bank ended the world’s last negative interest rate policy at the end of 2024, major changes have taken place in the country’s government bond market. Prices were previously driven mainly by the Bank of Japan; now they are determined to a greater extent by investors at home and abroad. Compared with decisions made under the Bank of Japan’s policy, investors make buy-and-sell choices based on inflation and economic growth outlooks, as well as the risk and return of Japanese government bonds relative to other assets.
Modi’s second in-year appeal to Indians: avoid buying gold unless necessary
BlockBeats message: On September 1, Indian Prime Minister Narendra Modi said that unless necessary, people in India should avoid buying gold, once again responding to his earlier call to curb demand for the precious metal. Ongoing expansion of the trade deficit and the weakening rupee are putting pressure on India’s economy. As Modi made the above remarks, local Indian media reported that the government is considering lowering import duties on gold and silver. Previously, raising tariffs failed to stem the inflow of gold and silver. This is the second time this year that Modi has issued a similar appeal. In May, he asked Indians to avoid buying gold for at least a year to save foreign exchange reserves. Gold is India’s second-largest import item after oil and an important source of the trade deficit. In the first four months of the fiscal year that began in April, India’s gold imports increased by more than 32% year on year, further intensifying pressure on the rupee.