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BlockBeats report, September 1: According to Axios, citing three U.S. officials, the Trump administration is considering approving a military plan proposed by U.S. Central Command. The plan would involve “periodic limited strikes” against Iran’s radar, air defense systems, and anti-ship missile positions near the Strait of Hormuz, in an effort to prevent Iran from rebuilding its capability to attack merchant ships.
It is reported that the action is internally referred to within the U.S. military as “mow the lawn.” The core idea is to weaken Iran’s military facilities through sustained but limited military operations, rather than launching a large-scale war. While Trump has not yet officially approved the plan, the White House’s internal stance toward the proposal may change after Iran’s recent missile attack on U.S. military bases in Jordan.

BlockBeats report: On September 1, thousands of X users said they received password reset emails that they did not initiate, including multiple well-known crypto industry accounts and CoinDesk employees. Some users received as many as 10 related emails within a few hours, raising concerns in the market about account takeover attacks or potential data leakage.
Encryption investor Nic Carter stated that many users are receiving X password reset requests and suggested enabling X’s “Password Reset Protect (Password Reset Protection)” feature. Another crypto user, cap.eth, said that even with two-factor authentication enabled, someone is still “actively” trying to reset his password.

BlockBeats message: On September 1, 21 international financial institutions announced plans to establish a new company in the second half of 2026 to promote the issuance of stablecoins. The specific name will be announced separately. The company’s initial focus will be on USD-denominated stablecoins, with plans to expand in the future to more G7 currencies, prioritizing euro stablecoins.
Participating institutions include Bank of America, Citibank, Morgan Stanley, Goldman Sachs, Deutsche Bank, UBS, Wells Fargo, BBVA, Santander, MUFG Bank, and others. The stablecoin plan targets wholesale, institutional, and retail markets, with applications in scenarios such as cross-border payments and digital asset settlement.

BlockBeats message: On September 1, Alkemya Metacore announced the completion of a $50 million pre-IPO funding round, and plans to raise additional capital by issuing tokenized equity ALKN. The round was led by Gumi Cryptos Capital, with participation from institutions including Maven 11, Metalayer, Joint Effects, and Tribe Capital.
Alkemya Metacore owns approximately 7 million meters of ultra-high-purity nickel wire with a purity of 99.99%. The wire has a diameter of only 0.025 millimeters. Independently verified valuation is about $1.64 billion, and the assets are currently held in custody by institutions in Lugano, Switzerland.
The company plans to use the raised funds to process nickel wire into engineered mesh products, which will be applied in areas such as electromagnetic shielding, aerospace and defense, ocean and seawater desalination, power and industrial applications, semiconductors, green hydrogen energy, and the recovery of precious and rare metals.

BlockBeats message: On September 1, as the US midterm elections approach, the Trump administration has recently seen a flurry of personnel changes. Within the past month, multiple key aides—including the White House press secretary, the chief legal adviser, the national security adviser, and senior congressional liaison officials—have successively left their posts, and more departures may occur over the coming months.
The latest reports show that the U.S. Army Secretary, Daniel Driscoll, has submitted his resignation to Trump. According to reports, Driscoll and Defense Secretary Hegseth have differences over the direction of Army development and the whereabouts of several senior generals, and he is expected to leave the Pentagon within the next few days. Earlier, Army Chief of Staff Randy George and the Commander of U.S. Army Europe and Africa, Christopher Donahue, also resigned in turn, and personnel turmoil at the Pentagon has continued.

BlockBeats message: On September 1, the DeFi protocol Firelight Protocol announced the completion of a $8 million funding round, led by Gumi Cryptos Capital, with participation from Maven 11, Metalayer, Joint Effects, and Tribe Capital, among others.
This project aims to build an on-chain risk protection layer for DeFi. It plans to launch the protocol and its first batch of coverage products in September, and expand the asset support for the coverage funds from XRP to Bitcoin (BTC) and Stellar (XLM).
Firelight was incubated by DeFi infrastructure provider Sentora and primarily targets the risk of smart contract vulnerabilities faced by fintech companies when entering the on-chain yield market. It has designed an on-chain coverage mechanism in which the covered positions of users are represented in the form of NFTs. After a vulnerability attack occurs, an alliance composed of independent risk institutions such as GFX Labs, Hypernative, Credora, Native, and Cyfrin will assess whether the incident meets the criteria for compensation. The goal is to complete the review within 3 to 4 days and complete compensation within 10 days.

BlockBeats news: On September 1, the first trading day of September, all three major U.S. stock indexes opened lower. The Dow fell 0.64%, the S&P 500 dropped 0.71%, and the Nasdaq fell 1.31%. The Philadelphia Semiconductor Index once fell by more than 3%. Intel and Qualcomm both fell by nearly 3%. AMD and Meta fell by more than 2%. Tesla, Alibaba, and NVIDIA fell by nearly 2%.
The core factor behind market pressure is that oil prices and global bond yields are rising in tandem. During trading, Brent crude oil broke through 92 USD per barrel. Amid market concerns that the Middle East situation and disruptions to shipping through the Strait of Hormuz will push up energy prices and inflation, expectations of further Federal Reserve rate hikes are being reinforced. Currently, according to the CME “FedWatch,” the probability of a 25-basis-point rate hike in September to 3.75%-4.00% has risen to 66%.

BlockBeats message: On September 1, the number of U.S. job openings in July rose slightly, indicating that labor demand has remained broadly stable over the past few months. Data released Tuesday by the U.S. Bureau of Labor Statistics showed that the number of job openings increased from 7.18 million in June (revised down) to 7.27 million in July. Economists' median estimate was 7.31 million.
The report shows that the U.S. labor market is still in the “low hiring, low layoffs” state that has characterized much of the past few years. Amid geopolitical uncertainty and persistent inflation, employers may be cautious about expanding headcount, but at the same time they are also reluctant to cut jobs too easily.

BlockBeats report: On September 1, during a fireside chat at the G20 meeting, U.S. Treasury Secretary Bessent noted that the U.S. energy sector’s “3-3-3” plan targets crude-oil-equivalent volumes. Since Trump took office, U.S. daily oil production has increased by 1.6 million to 2.2 million barrels.
He said that it is necessary to reduce risk. In two years, the Strait of Hormuz will achieve “detour passage,” at which time the strait will become “worthless waters.” Oil will be transported via land pipelines rather than through the Strait of Hormuz.
When discussing the Iran issue, he said that 85%-90% of Iranian factories have the capacity to rebuild, and that Iran may also possess the world’s third-largest energy resources. In addition, the United States may announce banking sanctions this week and next week, and has already received strong support from the EU, the European Central Bank, the UK, the UAE, and Bahrain. It will take a zero-tolerance approach to Iran and strangle its development economically. The United States will also focus on aviation leasing companies related to Iran.

BlockBeats message, September 1: After international spot gold surged nearly 10% in August, it quickly pulled back, and expectations for further upside have clearly cooled. Polymarket data shows that the probability of gold reaching $5,000 per ounce by year-end is currently only slightly above 50%; the probability of reaching $4,500 is close to certain, while the odds of challenging $6,000 have fallen to about 13%. In the short term, the probability of returning to $4,700 is less than one-third.
Driven by hawkish signals from the Federal Reserve, rising U.S. Treasury yields, and higher oil prices, spot gold fell by more than 2% at one point on Tuesday to around $4,350 per ounce, down significantly from the prior peak of about $4,697. After Fed Chair Waller delivered hawkish signals at the Jackson Hole conference, market bets on a rate hike in September rose to around 66%, and the yield on the U.S. 10-year Treasury climbed to about 4.78%. Meanwhile, Brent crude broke above $91 per barrel, further intensifying inflation concerns.

BlockBeats report: On September 1, amid an escalation of U.S.-Canada trade frictions and rising energy prices, market expectations were broadly that the Bank of Canada will keep its benchmark interest rate unchanged at 2.25% this Wednesday, marking the seventh consecutive time it has “held steady.”
The U.S. has imposed a 50% tariff surcharge on about US$20 billion worth of Canadian goods, while Canada plans to retaliate with tariff surcharges on some U.S. goods starting September 8. At the same time, driven by rising oil prices, Canada’s overall inflation rate has climbed to 3%, the highest level since 2023, putting the Bank of Canada in a stagflation dilemma of “tariffs suppressing the economy while energy pushes up inflation.”

BlockBeats message: On September 1, the U.S. government and the private oil company “North American Blue Energy Partners” (NABEP) reached a 100-year lease agreement covering 17 oil fields in Venezuela, involving an estimated 65 billion barrels of crude oil reserves. Under the agreement, the U.S. government will hold a 35% equity stake in NABEP’s parent company, and will receive 20% of the crude oil production in kind plus a preferential right to purchase the remaining production. NABEP plans to increase Venezuela’s crude oil output from the current roughly 170,000 barrels per day to more than 1 million barrels per day.
However, concerns among potential investors have been triggered by the complex past relationship between the Venezuelan businessman Alejandro Betancourt and the Venezuelan government, as well as investigations he has faced from the U.S. and Europe. Some industry insiders say that large oil companies that are currently negotiating contract transfers “do not want to sit at the same negotiating table with Betancourt.” ExxonMobil declined to comment, while ConocoPhillips reiterated that investment decisions will depend on “policy stability” and “rule of law principles.”