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RecodeX

Recodex.ai 发现重构世界的力量
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📡 Hourly News Briefing | 14:00-15:00 1. In July, the UK’s economy grew 0.4% quarter-on-quarter; the market had previously expected 0.0%, and the actual growth rate was clearly higher than anticipated. 2. Google Research released ToolGrad, a framework for generating tool-calling datasets for inclusion in ACL 2026 Findings. On ToolBench, it achieved a 99.8% success rate. With only 500 training samples for fine-tuning, Gemma-3-12B scored 83.1 on BFCL, close to Gemini 2.5 Pro’s 83.2. The code, dataset, and model are all released under the Apache-2.0 license. 3. Microsoft released a security update addressing a total of 974 security vulnerabilities, setting a new record for the highest number of vulnerabilities fixed in a single update by the company. 4. The EU is reconsidering using frozen Russian central bank assets to help fill Ukraine’s funding gap, involving an amount of about EUR 210 billion. Belgium has said it would only be willing to move forward after the relevant potential legal risks are thoroughly resolved. 5. On-chain data shows that Binance’s Bitcoin reserves have increased to more than 693,000 BTC—about 30% of the total Bitcoin reserves held by major exchanges—reaching the highest level in two years. Since late April, the amount has cumulatively increased by 77,000 BTC. 6. Micron Technology announced it will award bonuses to about 60,000 employees, the largest amount in the company’s history. The starting bonus per employee is roughly RMB 360,000. The move is related to the strong upswing in the memory storage industry and a significant improvement in the company’s performance. 7. Visa, Mastercard, and Ant International jointly drafted a standards proposal called “Know-Your-Agent,” aiming to enable identity verification and interoperability for cross-platform AI agents, advanced through BuildFin.ai linked to the Monetary Authority of Singapore. 8. At the close on September 11, Japan’s Nikkei 225 fell by 1,259.61 points, or 1.93%, to 64,011.34. South Korea’s KOSPI dropped by 124.0 points, or 1.76%, to 6,909.92.
📡 Hourly News Briefing | 14:00-15:00

1. In July, the UK’s economy grew 0.4% quarter-on-quarter; the market had previously expected 0.0%, and the actual growth rate was clearly higher than anticipated.

2. Google Research released ToolGrad, a framework for generating tool-calling datasets for inclusion in ACL 2026 Findings. On ToolBench, it achieved a 99.8% success rate. With only 500 training samples for fine-tuning, Gemma-3-12B scored 83.1 on BFCL, close to Gemini 2.5 Pro’s 83.2. The code, dataset, and model are all released under the Apache-2.0 license.

3. Microsoft released a security update addressing a total of 974 security vulnerabilities, setting a new record for the highest number of vulnerabilities fixed in a single update by the company.

4. The EU is reconsidering using frozen Russian central bank assets to help fill Ukraine’s funding gap, involving an amount of about EUR 210 billion. Belgium has said it would only be willing to move forward after the relevant potential legal risks are thoroughly resolved.

5. On-chain data shows that Binance’s Bitcoin reserves have increased to more than 693,000 BTC—about 30% of the total Bitcoin reserves held by major exchanges—reaching the highest level in two years. Since late April, the amount has cumulatively increased by 77,000 BTC.

6. Micron Technology announced it will award bonuses to about 60,000 employees, the largest amount in the company’s history. The starting bonus per employee is roughly RMB 360,000. The move is related to the strong upswing in the memory storage industry and a significant improvement in the company’s performance.

7. Visa, Mastercard, and Ant International jointly drafted a standards proposal called “Know-Your-Agent,” aiming to enable identity verification and interoperability for cross-platform AI agents, advanced through BuildFin.ai linked to the Monetary Authority of Singapore.

8. At the close on September 11, Japan’s Nikkei 225 fell by 1,259.61 points, or 1.93%, to 64,011.34. South Korea’s KOSPI dropped by 124.0 points, or 1.76%, to 6,909.92.
📡 Hourly Update | 13:00-14:00 1. RecodeX reconstructs the message: the cross-chain liquidity protocol Symbiosis is being attacked on the BNB Smart Chain (BSC). According to Blockaid monitoring, losses of approximately $3.36 million have already been realized, involving assets of Wrapped Bitcoin (WBTC). 2. RecodeX reconstructs the message: the Qichacha app shows that Wuxi Xihong Guoxin Phase II Investment Co., Ltd. was recently established, with Yao Beili as the legal representative. Registered capital is RMB 6 billion. The business scope includes engaging in investment activities with its own funds. Shareholding penetration indicates that the company is jointly held by Wuxi Guolian Industrial Investment Group Co., Ltd., Wuxi Industrial Development Group Co., Ltd., and others. A prior announcement from Hongwu Hongli said that the company and its wholly-owned subsidiary, Shanghai Hongwu Hongli, plan to jointly participate with Wuxi Xihong Guoxin Phase II, the China Development Bank (the “CDB” company), and others in the upcoming Wuxi Hongwu Hongli Phase III semiconductor company. 3. RecodeX reconstructs the message: Desay SV AutoTech announced that its UWB near-field sensing integration solution co-created with Li Auto and NXP has achieved mass production implementation on Li Auto’s new-generation embodied intelligence flagship SUV L9 Livis model. The solution builds a “digital key + radar” single-chip multi-use platform, integrating four major advantages: multifunctionality, high reusability, high precision, and low power consumption. 4. RecodeX reconstructs the message: the fiberglass concept sector was active in the afternoon. Jiuding New Materials hit its second consecutive daily limit-up. Stocks such as Changhai Shares, Shandong Fiberglass, China Three Gorges New Materials, and Tansheng Technology also followed higher. 5. RecodeX reconstructs the message: in the afternoon, the MLCC concept sector strengthened again. Yunzhi Technology rose by more than 10%. Earlier, Shuangxing New Materials had already sealed the daily limit-up. Fenghua Advanced Tech, Hongming Electronics, Torch Electronics, GuoCi Materials, and Trillion Ring Group surged quickly as well. 6. RecodeX reconstructs the message: data from the Guangdong branch of the General Administration of Customs shows that in the first eight months of this year, Guangdong’s foreign trade imports and exports reached RMB 7.54 trillion, up 21.7% year over year. It accounted for 21.7% of the national total, improving by 0.7 percentage points compared with the same period last year, with the scale continuing to rank first nationwide. Exports were RMB 4.42 trillion, up 11.6%; imports were RMB 3.12 trillion, up 39.5%; and the trade surplus was RMB 1.3 trillion, narrowing by 24.6%. In August alone, Guangdong’s imports and exports were RMB 1.05 trillion, up 29.7% month-on-month. 7. RecodeX reconstructs the message: data shows that over the past 30 days, Solana led in net inflows of real-world assets (RWA), attracting $354 million in capital. In the same period, Ethereum recorded net outflows of $464 million and BNB Chain recorded net outflows of $437 million. The above figures exclude stablecoin activity, which better reflects inflows into other RWA categories. If this trend continues, Solana is expected to gradually close in on the #2 position in RWA activity rankings, narrowing the gap with BNB Chain.
📡 Hourly Update | 13:00-14:00

1. RecodeX reconstructs the message: the cross-chain liquidity protocol Symbiosis is being attacked on the BNB Smart Chain (BSC). According to Blockaid monitoring, losses of approximately $3.36 million have already been realized, involving assets of Wrapped Bitcoin (WBTC).

2. RecodeX reconstructs the message: the Qichacha app shows that Wuxi Xihong Guoxin Phase II Investment Co., Ltd. was recently established, with Yao Beili as the legal representative. Registered capital is RMB 6 billion. The business scope includes engaging in investment activities with its own funds. Shareholding penetration indicates that the company is jointly held by Wuxi Guolian Industrial Investment Group Co., Ltd., Wuxi Industrial Development Group Co., Ltd., and others. A prior announcement from Hongwu Hongli said that the company and its wholly-owned subsidiary, Shanghai Hongwu Hongli, plan to jointly participate with Wuxi Xihong Guoxin Phase II, the China Development Bank (the “CDB” company), and others in the upcoming Wuxi Hongwu Hongli Phase III semiconductor company.

3. RecodeX reconstructs the message: Desay SV AutoTech announced that its UWB near-field sensing integration solution co-created with Li Auto and NXP has achieved mass production implementation on Li Auto’s new-generation embodied intelligence flagship SUV L9 Livis model. The solution builds a “digital key + radar” single-chip multi-use platform, integrating four major advantages: multifunctionality, high reusability, high precision, and low power consumption.

4. RecodeX reconstructs the message: the fiberglass concept sector was active in the afternoon. Jiuding New Materials hit its second consecutive daily limit-up. Stocks such as Changhai Shares, Shandong Fiberglass, China Three Gorges New Materials, and Tansheng Technology also followed higher.

5. RecodeX reconstructs the message: in the afternoon, the MLCC concept sector strengthened again. Yunzhi Technology rose by more than 10%. Earlier, Shuangxing New Materials had already sealed the daily limit-up. Fenghua Advanced Tech, Hongming Electronics, Torch Electronics, GuoCi Materials, and Trillion Ring Group surged quickly as well.

6. RecodeX reconstructs the message: data from the Guangdong branch of the General Administration of Customs shows that in the first eight months of this year, Guangdong’s foreign trade imports and exports reached RMB 7.54 trillion, up 21.7% year over year. It accounted for 21.7% of the national total, improving by 0.7 percentage points compared with the same period last year, with the scale continuing to rank first nationwide. Exports were RMB 4.42 trillion, up 11.6%; imports were RMB 3.12 trillion, up 39.5%; and the trade surplus was RMB 1.3 trillion, narrowing by 24.6%. In August alone, Guangdong’s imports and exports were RMB 1.05 trillion, up 29.7% month-on-month.

7. RecodeX reconstructs the message: data shows that over the past 30 days, Solana led in net inflows of real-world assets (RWA), attracting $354 million in capital. In the same period, Ethereum recorded net outflows of $464 million and BNB Chain recorded net outflows of $437 million. The above figures exclude stablecoin activity, which better reflects inflows into other RWA categories. If this trend continues, Solana is expected to gradually close in on the #2 position in RWA activity rankings, narrowing the gap with BNB Chain.
📡 Top-of-the-hour News | 12:00-13:00 1. On the BSC chain Four.meme platform, after the new token intelligent emotion stabilizer was launched, the curve progress rose from 77.7% to 91.0%. Market cap reached 6,156.2 BNB (about $4.38 million). Over the past 1 hour, it was up/down +865.3%. There are 187 holding addresses. 2. Hong Kong stocks fell for the first half of the day. The Hang Seng Index dropped 0.85%, the Hang Seng Tech Index fell 0.79%. Zijin Mining fell by more than 7%, Jiangxi Copper Company (shares) dropped by more than 10%, and Biren Technology fell by more than 7%. 3. Moore Threads’ market value shrank for four consecutive trading days, with a total decline of 73 billion yuan. In the same period, the company disclosed orders at the 100,000-card level, but did not provide an explanation for the stock price fluctuations. 4. A report from Lyonn indicated that Xiaomi’s SkyNomad series of four models received 10,000 orders in the first four minutes. It expects deliveries of about 90,000 units in 2026 and maintains a “Outperform the market” rating with a target price of HK$35. 5. A security researcher disclosed that WeChat has a critical vulnerability. An attacker only needs to initiate a voice call to take over an account without user interaction. Tencent has not responded yet. 6. YiDu (International Holdings) (00259) announced that Suzhou Qingyue Optoelectronics, in which it holds shares, triggered a mandatory delisting on the STAR Market because its stock price remained below 1 yuan for 20 consecutive trading days. Trading in the shares has been suspended from September 11, 2026, and it may be delisted. 7. Yesterday, US spot Bitcoin ETFs recorded total net outflows of $282.7 million, including ARKB’s net outflow of $164.3 million. In the same period, US spot Ethereum ETFs recorded total net outflows of $29.90 million. 8. On the BSC chain Four.meme platform, 30 new tokens were launched within the most recent 1 minute, equivalent to about 1,333 per hour. Of these, 1 has already generated trades, while the rest have no buy orders yet.
📡 Top-of-the-hour News | 12:00-13:00

1. On the BSC chain Four.meme platform, after the new token intelligent emotion stabilizer was launched, the curve progress rose from 77.7% to 91.0%. Market cap reached 6,156.2 BNB (about $4.38 million). Over the past 1 hour, it was up/down +865.3%. There are 187 holding addresses.

2. Hong Kong stocks fell for the first half of the day. The Hang Seng Index dropped 0.85%, the Hang Seng Tech Index fell 0.79%. Zijin Mining fell by more than 7%, Jiangxi Copper Company (shares) dropped by more than 10%, and Biren Technology fell by more than 7%.

3. Moore Threads’ market value shrank for four consecutive trading days, with a total decline of 73 billion yuan. In the same period, the company disclosed orders at the 100,000-card level, but did not provide an explanation for the stock price fluctuations.

4. A report from Lyonn indicated that Xiaomi’s SkyNomad series of four models received 10,000 orders in the first four minutes. It expects deliveries of about 90,000 units in 2026 and maintains a “Outperform the market” rating with a target price of HK$35.

5. A security researcher disclosed that WeChat has a critical vulnerability. An attacker only needs to initiate a voice call to take over an account without user interaction. Tencent has not responded yet.

6. YiDu (International Holdings) (00259) announced that Suzhou Qingyue Optoelectronics, in which it holds shares, triggered a mandatory delisting on the STAR Market because its stock price remained below 1 yuan for 20 consecutive trading days. Trading in the shares has been suspended from September 11, 2026, and it may be delisted.

7. Yesterday, US spot Bitcoin ETFs recorded total net outflows of $282.7 million, including ARKB’s net outflow of $164.3 million. In the same period, US spot Ethereum ETFs recorded total net outflows of $29.90 million.

8. On the BSC chain Four.meme platform, 30 new tokens were launched within the most recent 1 minute, equivalent to about 1,333 per hour. Of these, 1 has already generated trades, while the rest have no buy orders yet.
📡 On-the-hour Updates | 11:00-12:00 1. Hong Kong stock IPOs remained hot throughout 2026. As of September 6, a total of 105 companies have listed, up 77.97% year over year. Funds raised reached HK$355.848 billion, up 156.22% year over year. Sponsoring signatory resources are scarce, and some investment banks have turnover rates of 30% to 40%. 2. Affected by the Iran–U.S. maritime conflict, commercial traffic through the Strait of Hormuz has fallen to the lowest level since May. Over the past 10 days, an average of about 10 cargo ships have passed daily; on September 8, only 6 ships did so. Since September 2, no ultra-large oil tankers have departed. 3. Linyan Medical has launched the world’s first humanoid surgical robot project based on a surgical world model. Previously, it completed the world’s first animal experiment for body-anchored humanoid robots involving laminectomy. Its AR spinal surgery navigation system was approved by the NMPA in 2024 as a Class III device and has since completed more than 2,000 surgeries with an accuracy rate of 99.1%. 4. Jeremy Siegel, a professor at the Wharton School of the University of Pennsylvania, said that given the sharp rise in both oil prices and bond yields, U.S. Federal Reserve Chair Kevin W?sh is very likely to announce a rate hike next week. 5. Customs statistics show that in the first eight months of this year, the total import and export value among the nine mainland cities in the Guangdong–Hong Kong–Macao Greater Bay Area reached RMB 7.28 trillion, up 21.9% year over year, setting a new record for the same period. In August alone, import and export value was RMB 1.01 trillion, up 30.4%. 6. Orionx, a cryptocurrency exchange in Chile invested by Tether, will permanently cease operations starting September 3, 2026. Earlier audits found a US$7 million gap in customer assets, and the company has filed criminal lawsuits. 7. Mike Belshe, CEO of BitGo, said South Korea could become an important market for institutional crypto adoption. BitGo Korea completed registration as a virtual asset service provider on August 20, becoming the first foreign crypto company to enter South Korea via direct registration. 8. China’s vehicle exports have surpassed one million units for three consecutive months, and exports of new-energy vehicles have doubled year over year in the same period.
📡 On-the-hour Updates | 11:00-12:00

1. Hong Kong stock IPOs remained hot throughout 2026. As of September 6, a total of 105 companies have listed, up 77.97% year over year. Funds raised reached HK$355.848 billion, up 156.22% year over year. Sponsoring signatory resources are scarce, and some investment banks have turnover rates of 30% to 40%.

2. Affected by the Iran–U.S. maritime conflict, commercial traffic through the Strait of Hormuz has fallen to the lowest level since May. Over the past 10 days, an average of about 10 cargo ships have passed daily; on September 8, only 6 ships did so. Since September 2, no ultra-large oil tankers have departed.

3. Linyan Medical has launched the world’s first humanoid surgical robot project based on a surgical world model. Previously, it completed the world’s first animal experiment for body-anchored humanoid robots involving laminectomy. Its AR spinal surgery navigation system was approved by the NMPA in 2024 as a Class III device and has since completed more than 2,000 surgeries with an accuracy rate of 99.1%.

4. Jeremy Siegel, a professor at the Wharton School of the University of Pennsylvania, said that given the sharp rise in both oil prices and bond yields, U.S. Federal Reserve Chair Kevin W?sh is very likely to announce a rate hike next week.

5. Customs statistics show that in the first eight months of this year, the total import and export value among the nine mainland cities in the Guangdong–Hong Kong–Macao Greater Bay Area reached RMB 7.28 trillion, up 21.9% year over year, setting a new record for the same period. In August alone, import and export value was RMB 1.01 trillion, up 30.4%.

6. Orionx, a cryptocurrency exchange in Chile invested by Tether, will permanently cease operations starting September 3, 2026. Earlier audits found a US$7 million gap in customer assets, and the company has filed criminal lawsuits.

7. Mike Belshe, CEO of BitGo, said South Korea could become an important market for institutional crypto adoption. BitGo Korea completed registration as a virtual asset service provider on August 20, becoming the first foreign crypto company to enter South Korea via direct registration.

8. China’s vehicle exports have surpassed one million units for three consecutive months, and exports of new-energy vehicles have doubled year over year in the same period.
📡 Hourly News Update | 10:00-11:00 1. RecodeX Reconstructs the Message. On September 7, Softcom Huafang and Flinco, a subsidiary of ByteDance, signed a strategic cooperation agreement in Beijing. The two sides will carry out in-depth collaboration in three areas: integration of AI large-model security capabilities, manufacturing of data-communication (networking) equipment, and joint market expansion. The Softcom Huafang Tongzhou intelligent shared factory, which has recently officially begun production, will serve as the first on-the-ground implementation platform for pushing forward this cooperation. 2. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Loongson Technology (Loongson Keji) stated that the 9A1000 GPU is expected to be released in the first half of next year, and the specific price mainly depends on the memory (LPDDR4) price. This product is both a GPU and an AI acceleration card: as a GPU, it is strongly competitive in certain markets with high requirements for autonomy, and in the open market it is benchmarked against the RX550; as an AI acceleration card, it can meet the needs of most embodied intelligence applications. Some users have already begun developing products based on the 9A1000. 3. RecodeX Reconstructs the Message. Qualcomm said it is continuously advancing 6G technology R&D for the AI era. Its “AI-native 6G” evolution will cover three major directions: connectivity, computing, and sensing. In terms of connectivity, it focuses on new frequency bands, larger bandwidth, and ultra-large-scale MIMO (Giga-MIMO) to enhance network capacity and uplink performance. In the computing layer, it extends high-efficiency computing from the cloud to the network edge, enabling networks to participate more in AI computing and intelligent coordination. In the sensing layer, it uses wide bandwidth for RF sensing and integrates it with modalities such as cameras. 4. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Zhengzhou Coal and Power stated that, at present, the relevant coal assets held by its controlling shareholder do not meet the conditions for being injected into the listed company. The company said that once all conditions are in place, it will promptly urge the controlling shareholder to initiate the asset injection process. If a material asset injection occurs, the company will fulfill its information disclosure obligations in accordance with regulations. 5. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Tianye Advanced stated that earlier investment in production capacity construction at Shanghai Lingang and Jinan base was substantial, and depreciation of fixed assets has created pressure on profits for the current period. The company said this is a phased characteristic of the expansion stage for new materials. The company added that currently, the utilization rate of the 8-inch production lines is steadily ramping up; with the release of downstream orders, utilization rates will continue to improve. The company adheres to an order-driven approach to arrange the pace of capacity expansion, will not expand blindly, and will continue to improve the yield of production lines and reduce unit depreciation costs through dilution. Pub. 6. RecodeX Reconstructs the Message. Governor Gavin Newsom of the U.S. state of California signed a series of child-safety regulations targeting social media and AI chatbots. He said the state will establish one of the nation’s leading safety protection mechanisms to increase companies’ legal responsibilities for protecting children’s health, and will prohibit teenagers under 16 from accessing certain “addictive” social media features. Among them, the SB 1119 bill requires AI chatbots to verify users’ ages, restrict children from exposure to inappropriate content, and limit AI companies from serving advertisements to minors. The bill has been approved. 7. RecodeX Reconstructs the Message. Embodied intelligence company Kinetix AI recently completed more than 500 million yuan in Angel+ Series financing. Investors include Singapor-based Temasek Holdings’ Xiangfeng Capital, Fangguang Capital, Wanshi Capital, and others. The funding will be used to accelerate iteration of the “data-model-body” loop and to help embodied intelligence products move from development to deployment. Kinetix AI was founded in September 2025, focusing on highly human-like robots. Prior to this round of financing, it had completed three rounds of funding. It currently has nearly 200 employees and launched its first full-size model robot this April.
📡 Hourly News Update | 10:00-11:00

1. RecodeX Reconstructs the Message. On September 7, Softcom Huafang and Flinco, a subsidiary of ByteDance, signed a strategic cooperation agreement in Beijing. The two sides will carry out in-depth collaboration in three areas: integration of AI large-model security capabilities, manufacturing of data-communication (networking) equipment, and joint market expansion. The Softcom Huafang Tongzhou intelligent shared factory, which has recently officially begun production, will serve as the first on-the-ground implementation platform for pushing forward this cooperation.

2. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Loongson Technology (Loongson Keji) stated that the 9A1000 GPU is expected to be released in the first half of next year, and the specific price mainly depends on the memory (LPDDR4) price. This product is both a GPU and an AI acceleration card: as a GPU, it is strongly competitive in certain markets with high requirements for autonomy, and in the open market it is benchmarked against the RX550; as an AI acceleration card, it can meet the needs of most embodied intelligence applications. Some users have already begun developing products based on the 9A1000.

3. RecodeX Reconstructs the Message. Qualcomm said it is continuously advancing 6G technology R&D for the AI era. Its “AI-native 6G” evolution will cover three major directions: connectivity, computing, and sensing. In terms of connectivity, it focuses on new frequency bands, larger bandwidth, and ultra-large-scale MIMO (Giga-MIMO) to enhance network capacity and uplink performance. In the computing layer, it extends high-efficiency computing from the cloud to the network edge, enabling networks to participate more in AI computing and intelligent coordination. In the sensing layer, it uses wide bandwidth for RF sensing and integrates it with modalities such as cameras.

4. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Zhengzhou Coal and Power stated that, at present, the relevant coal assets held by its controlling shareholder do not meet the conditions for being injected into the listed company. The company said that once all conditions are in place, it will promptly urge the controlling shareholder to initiate the asset injection process. If a material asset injection occurs, the company will fulfill its information disclosure obligations in accordance with regulations.

5. RecodeX Reconstructs the Message. In a 2026 interim results briefing held on September 11, Tianye Advanced stated that earlier investment in production capacity construction at Shanghai Lingang and Jinan base was substantial, and depreciation of fixed assets has created pressure on profits for the current period. The company said this is a phased characteristic of the expansion stage for new materials. The company added that currently, the utilization rate of the 8-inch production lines is steadily ramping up; with the release of downstream orders, utilization rates will continue to improve. The company adheres to an order-driven approach to arrange the pace of capacity expansion, will not expand blindly, and will continue to improve the yield of production lines and reduce unit depreciation costs through dilution. Pub.

6. RecodeX Reconstructs the Message. Governor Gavin Newsom of the U.S. state of California signed a series of child-safety regulations targeting social media and AI chatbots. He said the state will establish one of the nation’s leading safety protection mechanisms to increase companies’ legal responsibilities for protecting children’s health, and will prohibit teenagers under 16 from accessing certain “addictive” social media features. Among them, the SB 1119 bill requires AI chatbots to verify users’ ages, restrict children from exposure to inappropriate content, and limit AI companies from serving advertisements to minors. The bill has been approved.

7. RecodeX Reconstructs the Message. Embodied intelligence company Kinetix AI recently completed more than 500 million yuan in Angel+ Series financing. Investors include Singapor-based Temasek Holdings’ Xiangfeng Capital, Fangguang Capital, Wanshi Capital, and others. The funding will be used to accelerate iteration of the “data-model-body” loop and to help embodied intelligence products move from development to deployment. Kinetix AI was founded in September 2025, focusing on highly human-like robots. Prior to this round of financing, it had completed three rounds of funding. It currently has nearly 200 employees and launched its first full-size model robot this April.
📡 Hourly News Update | 08:00-09:00 1. RecodeX Reframes the News: At this week’s all-hands meeting, OpenAI CEO Sam Altman told employees that the company may slow down the pace of development of cutting-edge AI, and is willing to take this action jointly with other AI labs. He also noted that some companies may not agree to slow down. 2. RecodeX Reframes the News: ByteDance has reconstituted its investment department and restored its external investment functions. The investment unit had been dissolved around 2021; restarting it suggests ByteDance will again arrange external projects through an investment approach. The company has not yet disclosed the head of the new investment department, its team size, or its specific investment focus. 3. RecodeX Reframes the News: The Ministry of Industry and Information Technology recently issued the “Action Plan for ‘AI + Software’.” The plan proposes that by 2028, the level of intelligentization in the software and information technology services industries will be significantly enhanced. It will cultivate a batch of high-level intelligent programming tools and intelligent development platforms, promote applications covering software enterprises with a scale of 20,000 or more, cumulatively organize and implement 100 intelligent transformation projects for software enterprises, build 100 benchmark software agent applications in key industries, and incubate more than 5 high-quality open-source projects. By 2030. 4. RecodeX Reframes the News: FTX founder SBF filed an appeal with the U.S. Supreme Court on Thursday, seeking a new trial and to overturn the court order that resulted in the confiscation of his $11 billion in assets. SBF was sentenced to 25 years in prison in 2024. Prosecutors allege that he directed the transfer of billions of dollars from FTX to the hedge fund Alameda Research, which he controlled, for high-risk investments, political donations, and personal expenses. This appeal mainly concerns technical legal issues related to evidence submitted during the trial, as well as whether SBF. 5. RecodeX Reframes the News: A whale address opened a long position for 911.5 BTC at a price of $77,733 last night. The total position value is about $70 million, with the liquidation price set at $76,308. Currently, the space between the position and the liquidation price is only about $400. 6. RecodeX Reframes the News: Tesla Model Y Performance Edition has officially been launched in the Chinese market, with a starting price of 369,000 yuan. This model is the high-performance configuration version of the Model Y lineup, and is now on sale in China. 7. RecodeX Reframes the News: The State Administration for Market Regulation has released the list of cases of unconditional approval of business combination operations from August 31, 2026 to September 6. The list includes the case in which Anta Sports Products Co., Ltd. acquires equity in Puma shares. The same batch of lists also includes the case in which Contemporary Amperex Technology Co., Limited (CATL) acquires equity in Chongqing Yaoning New Energy Technology Co., Ltd. 8. RecodeX Reframes the News: The Nikkei 225 index’s drop widened further to 2%, with the latest reading at 63,780.4 points.
📡 Hourly News Update | 08:00-09:00

1. RecodeX Reframes the News: At this week’s all-hands meeting, OpenAI CEO Sam Altman told employees that the company may slow down the pace of development of cutting-edge AI, and is willing to take this action jointly with other AI labs. He also noted that some companies may not agree to slow down.

2. RecodeX Reframes the News: ByteDance has reconstituted its investment department and restored its external investment functions. The investment unit had been dissolved around 2021; restarting it suggests ByteDance will again arrange external projects through an investment approach. The company has not yet disclosed the head of the new investment department, its team size, or its specific investment focus.

3. RecodeX Reframes the News: The Ministry of Industry and Information Technology recently issued the “Action Plan for ‘AI + Software’.” The plan proposes that by 2028, the level of intelligentization in the software and information technology services industries will be significantly enhanced. It will cultivate a batch of high-level intelligent programming tools and intelligent development platforms, promote applications covering software enterprises with a scale of 20,000 or more, cumulatively organize and implement 100 intelligent transformation projects for software enterprises, build 100 benchmark software agent applications in key industries, and incubate more than 5 high-quality open-source projects. By 2030.

4. RecodeX Reframes the News: FTX founder SBF filed an appeal with the U.S. Supreme Court on Thursday, seeking a new trial and to overturn the court order that resulted in the confiscation of his $11 billion in assets. SBF was sentenced to 25 years in prison in 2024. Prosecutors allege that he directed the transfer of billions of dollars from FTX to the hedge fund Alameda Research, which he controlled, for high-risk investments, political donations, and personal expenses. This appeal mainly concerns technical legal issues related to evidence submitted during the trial, as well as whether SBF.

5. RecodeX Reframes the News: A whale address opened a long position for 911.5 BTC at a price of $77,733 last night. The total position value is about $70 million, with the liquidation price set at $76,308. Currently, the space between the position and the liquidation price is only about $400.

6. RecodeX Reframes the News: Tesla Model Y Performance Edition has officially been launched in the Chinese market, with a starting price of 369,000 yuan. This model is the high-performance configuration version of the Model Y lineup, and is now on sale in China.

7. RecodeX Reframes the News: The State Administration for Market Regulation has released the list of cases of unconditional approval of business combination operations from August 31, 2026 to September 6. The list includes the case in which Anta Sports Products Co., Ltd. acquires equity in Puma shares. The same batch of lists also includes the case in which Contemporary Amperex Technology Co., Limited (CATL) acquires equity in Chongqing Yaoning New Energy Technology Co., Ltd.

8. RecodeX Reframes the News: The Nikkei 225 index’s drop widened further to 2%, with the latest reading at 63,780.4 points.
📡 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 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 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 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 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.
📡 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.
📡 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.
📡 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 …
📡 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. …
📡 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 | 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 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 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 | 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 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.
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