Market expects TSMC’s contract manufacturing prices may be raised across the board by 10% to 15%
ChainCatcher news: according to information from the MoneyDJ/Grain (Guan/Han) Business network (鉅亨網), after Samsung Electronics was the first to raise quotes for some advanced and mature process offerings, the market expects TSMC to follow suit, with prices across its various processes potentially rising across the board by 10% to 15%. According to reports from TrendForce and Nomura Securities, TSMC had already completed a new round of price negotiations with customers by mid-year, raising the price of some 3-nanometer N3 processes with tighter supply and demand in the second half by up to 15%. The market further expects that, at the latest by early 2027, prices for advanced processes such as N2, N3, and N5 at TSMC could rise another 5% to 10%. TSMC’s N2 and N3 capacity has almost been fully booked by Apple and Nvidia. For mature processes such as N12, N16, and N28 that have not had price increases for three consecutive years, their prices may also rise in tandem, with a maximum increase of about 10%. Lyon Securities estimates that TSMC’s capital expenditure (capex) in 2027 will reach $80 billion, and will further increase to $90 billion in 2028. This year’s capex has already been raised to between $52 billion and $56 billion. In July, TSMC announced an expansion of its investment in the United States to $265 billion. According to Reuters, Samsung has raised prices for some orders of advanced processes; for its 4-nanometer SF4, price increases of 10% to 15% apply to customers in China and the United States.
ChainCatcher message, according to a report by GlobeNewsWire: U.S. listed DeFi Development Corp. (Nasdaq: DFDV) announced its plans to conduct an initial public offering (IPO), issuing up to $20 million of Series C perpetual preferred shares. The net proceeds will be used for working capital, to increase its SOL holdings, and to invest in other digital assets.
According to Catcher Predict monitoring, the winning probability of the “Boston Red Sox” option in the Polymarket sub-market “Run Line -1.5 in the first five innings” for the event “Seattle Mariners vs. Boston Red Sox” has fluctuated sharply, surging from 34.5% an hour ago to the current 50% (a fluctuation range of 15.5%). Please note the impact of any related breaking news.
ChainCatcher message: Protocol Watch founder Christine D. Kim said that Bitcoin Core v32 completed the feature freeze on August 20. Developers are currently mainly working on bug fixes and small-scale optimizations, with the official release expected in October this year.
The main updates in v32 include increasing block validation speed by up to about 3x through parallel processing across multiple CPU cores; introducing a global transaction queue and rate limiting to improve node stability when transaction volume suddenly spikes; and adding a fee estimation mechanism based on Mempool state to reduce overestimation of fees. This update does not involve protocol rule changes at the Bitcoin network layer.
Anza: Solana’s core protocol will gradually remove floating-point operations to avoid consensus divergence risks
A ChainCatcher message: Anza, from the Solana core client development team, announced that they are progressively removing floating-point operations from the Solana core protocol layer by layer. The first layer, SIMD-0391, was activated on the mainnet Beta at epoch 1026, replacing floating-point operations in the Stake Program and the validator client’s warm-up and cool-down logic with fixed-point operations. The second-layer SIMD-0607 has been proposed and is under review. The target is the runtime itself; remove floating-point operations from the inflation reward and rent calculation paths. Anza said that floating-point operations may produce different rounding results across different hardware, validator client implementations, and compilers, which could lead to consensus divergence and network liveness risks. The two improvements eliminate this risk by standardizing fixed-point operations. Work will continue to address floating-point operations in other paths.
ChainCatcher message. Ontology, on the X platform, stated that during routine security checks, the team discovered potential security issues and has paused block production on the mainnet to conduct a comprehensive security review.
Ontology emphasized that no security incident has been confirmed at this time, that user assets are not affected, and that ONT, ONG, and other on-chain assets based on the current assessment are not affected. This pause is a preventive security measure, not in response to confirmed asset losses or an ongoing attack. The restoration time has not been determined yet, and the team will prioritize ensuring the review is thorough.
1789 Capital Plans to Add About $300 Million to Polymarket, Valuation May Rise to $21 Billion
ChainCatcher reports that, citing an informed source via The Wall Street Journal, Donald Trump Jr. is a partner, and 1789 Capital plans to add about $300 million in investment to the prediction market platform Polymarket. This would be part of a financing round led by 1789 Capital with a total size of about $1 billion. If completed, Polymarket’s valuation could reach about $21 billion. 1789 Capital has previously accumulated investments of about $200 million in Polymarket. After this round is completed, it will become one of the largest investors in the company. Polymarket’s current largest investor is Intercontinental Exchange (ICE). Previously, it disclosed that it holds Polymarket shares valued at $1.6 billion, or about 22% of the company’s issued shares.
According to Catcher Predict monitoring, in the Polymarket event “New York Mets vs Tampa Bay Rays,” the win rate for the “Over” option in the sub-market “O/U 8.5” has swung sharply, dropping from 44.5% an hour ago to the current 22.5% (a fluctuation of 22%). Please note the impact of related sudden news.
Ankr ankrFLOW contract attacked; the Flow Foundation will make up the funds
According to a ChainCatcher report, the Flow blockchain official released a statement saying that at around 06:18 UTC today, there was a vulnerability in Ankr’s ankrFLOW liquid staking contract. The attacker created about 8.6 million uncollateralized ankrFLOW. This is not a vulnerability in Flow EVM or the Flow protocol and does not affect Flow tokenomics. The attacker then used ankrFLOW as collateral, exhausting about 15.5 million WFLOW reserves on the MORE Markets lending protocol, worth about $410,000. After slippage, they profited about $246,000. Some reports incorrectly claimed it affected about $9.3 million. Ankr and MORE Markets have paused the relevant contracts, and some exchanges have proactively paused FLOW deposits.
ChainCatcher message: Crypto venture investor Dragonfly’s partner Omar said in a post that, after 4 years, today is his last day at Dragonfly. Omar said that when he joined in 2022, he witnessed the collapse of FTX, the bank run at Silicon Valley Bank, and USDC depegging, yet Dragonfly still backed the founders who defined the industry.
Omar thanked Rob Hadick, Haseeb Qureshi, Feng Bo, and Tom Schmidt, and also expressed his gratitude to colleagues and co-founders, saying he is excited about what’s next and that more updates will be announced later.
ChainCatcher message: Dialectic Meccanico announced a plan to launch an on-chain vault, Starloop, based on Makina on Base, expected to go live in September 2026. It will allow eligible tokenized SpaceX exposure holders to put their positions to use.
After users deposit tokenized SpaceX exposure, the vault uses it as collateral to borrow USDC and deploy it into approved on-chain opportunities. Net proceeds flow back to depositors, while the underlying asset exposure is retained. Dialectic is Makina’s first operator and has already operated public vaults such as DUSD and DETH.
According to Catcher Predict monitoring, in the Polymarket event “Ethereum August Price Prediction,” the win rate of the “Yes” option in the sub-market “above $2,500” has fluctuated sharply, plunging from 46.5% one hour ago to the current 18.5% (a fluctuation of up to 28%). Please note the impact of related breaking news.
Peach Bitcoin: Temporarily suspends its KYC-free escrow mode
ChainCatcher message: Peach Bitcoin stated that Swiss regulators are seeking to re-examine the compliance framework for its KYC-free peer-to-peer Bitcoin trading platform that has been approved to operate since 2022. Peach Bitcoin will temporarily exit the escrow process starting September 1, 2026, and will use a non-escrow model during the appeal period. In temporary mode, only users who have completed KYC, or who have been authorized via manual whitelist approval, or who meet the transaction record requirements may create sell orders. Sellers who have not completed KYC may also participate in only one ongoing transaction at a time. The buy feature remains available to all users, with a per-transaction limit of 500 Swiss francs and a maximum premium of 6%. The in-app dispute resolution system can still be used, but Peach Bitcoin will no longer sign in escrow, and will continue to charge a 2% fee from released transactions.
According to Catcher Predict monitoring, in the Polymarket market event “2026 US Open men’s singles champion,” the win probability of the “Yes” option for the sub-market “Alexander Blockx” has fluctuated sharply, surging from 0.05% one hour ago to the current 30.6% (a fluctuation range of 30.55%). Please note the impact of relevant breaking news.
According to Catcher Predict monitoring, the probability of the “Yes” option for the sub-market “Both teams defeat Roshan” in the Polymarket event “Dota 2: 4ikibamboni vs Inner Circle - EPL Masters Group A” has fluctuated sharply, jumping from 50% an hour ago to the current 90% (a fluctuation range of 40%). Please note the impact of related breaking news.
North Korean hackers transfer tens of millions of dollars on Hyperliquid; Trump pushes for the platform to enter the U.S.
ChainCatcher message. According to data from the Arkham blockchain, wallets associated with the Lazarus Group—a hacker group supported by North Korea—sold more than $30 million worth of Bitcoin on the decentralized perpetual contract trading platform Hyperliquid within the past three weeks, and used the proceeds to buy Ethereum and Solana. The funds were then transferred to centralized exchanges such as Kraken, LBank, and KuCoin. Kraken responded that it maintains industry-leading compliance programs and continuously monitors on-chain activity to identify and block assets related to sanctioned wallets. LBank and KuCoin said that the related risks are ongoing challenges faced by the industry as a whole, and emphasized that publicly available on-chain data may not necessarily reflect compliance measures at the platform level.
Strategy Sends Letter to MSCI Opposing Proposal to Exclude Bitcoin Holdings Companies
ChainCatcher message: Bitcoin holdings firm Strategy (formerly MicroStrategy) sent a letter to MSCI opposing its proposal to remove “non-operating companies” from global investable market index benchmarks. Strategy said the proposal is “misleading and flawed.” In the letter, Strategy founder Michael Saylor and CEO Phong Le stated that MSCI’s proposal discriminates against digital-asset companies and questioned its fairness and reliability as an index provider. Earlier this month, MSCI announced that it was consulting on the definition of “non-operating companies” and plans to exclude such companies from its global investable market indices. Strategy noted that this is already the second time MSCI has put forward a similar plan; a 2025 proposal was previously withdrawn. Strategy emphasized that it is an operating company, employs about 1,500 people worldwide, and reports its Bitcoin business as an operating segment and Bitcoin profit and loss as operating expenses.
Bloomberg: Hyperliquid in talks with Kraken’s parent company for U.S. perpetual contract business
ChainCatcher message, according to a report by Bloomberg: Hyperliquid Labs is engaged in advanced talks with Payward, Kraken’s parent company, with plans to offer perpetual contract products to U.S. traders via the Bitnomial exchange, which is regulated by the U.S. Commodity Futures Trading Commission (CFTC). The report says the deal still requires regulatory approval, and neither Payward nor representatives from Hyperliquid Labs commented on the matter. Earlier, in May, Kraken announced plans to launch CFTC-regulated perpetual contracts via Kraken Pro. The relevant contracts would be listed on Bitnomial and cleared by Kraken Derivatives US. In addition, observers found a deployment on Hyperliquid’s testnet named “Kraken HIP-3 test DEX,” but this finding does not confirm Kraken’s involvement and does not indicate that HIP-3 is related to the negotiations mentioned in this report.
Solana Fees Hit a Record High, SGP-0002 Inflation Reduction Proposal Passes
According to a ChainCatcher report, Solana’s SOL-denominated fee revenue reached a seven-day average of nearly 9,200 SOL on August 27, up by more than 80% compared with three months ago. Non-voting transaction volume also hit a seven-day high of 191 million transactions, while it was only 88 million a year ago. Jito validators’ tips averaged 2,073 SOL over the past week, up 26% month-over-month, directly reflecting increased on-chain activity. Meanwhile, the SGP-0002 “dual deflation” proposal passed last Friday with slightly over a 67% approval rate (the threshold was 66.67%), and the voter turnout reached 60.7%. Covering 1,326 validators, it set a new all-time high for governance participation on the Solana chain. The proposal doubles the annual deflation rate from 15% to 30%, and is expected to reduce approximately 19.9 million SOL from the planned issuance amount over the next six years.
Zano’s sixth hard fork goes live; native ZANO supports non-custodial cross-chain transfers to Ethereum, Solana, and TON
ChainCatcher message: The privacy blockchain Zano activated its sixth hard fork (HF6) at block height 3,833,000. The upgrade has already gone live on the mainnet and completes the largest upgrade in the network’s seven-year history. HF6 introduces Gateway Addresses, providing centralized exchanges, DEXs, and cross-chain bridges with a single balance that can be directly tracked and instant synchronization—while still preserving existing addresses and their privacy model. Native ZANO can now perform non-custodial cross-chain transfers to Ethereum, Solana, and TON, where activity is publicly visible on the external networks. After transferring back to Zano, privacy protection is restored. The upgrade also tightens consensus validation rules and strengthens wallet encryption, mining-pool fault tolerance, Payment IDs, anti-DoS limitations, SOCKS5 proxies, and RPC interfaces. HF6 is a prerequisite for the Zano Execution Layer, an EVM-compatible chain under development; it has no fixed launch date yet. The next-generation consensus protocol, Zenith, has been added to the 2027 roadmap.
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