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币股Meme项目MEME市值突破1.3亿美元，24小时涨超41%

币股Meme项目MEME市值突破1.3亿美元，24小时涨超41%

CFTC Backs Kalshi Perpetual Contracts, Urges Court to Dismiss CME Lawsuit

The CFTC has asked the U.S. District Court for the District of Columbia to dismiss CME’s lawsuit against Kalshi’s Bitcoin perpetual futures contracts, saying CME is “stirring up trouble.” Kalshi’s BTCPERP contract was approved on May 29, with no expiration date, a funding-rate mechanism, and tracking the spot BTC price. In essence, it is a perpetual contract that is familiar to the crypto market. CME argues that contracts with no delivery date but that continuously generate funding payments should be classified as swaps rather than futures, and it is trying to use legal means to block competition. The CFTC’s response is somewhat more favorable to Kalshi: the regulator has no intention to tighten its stance on new crypto derivatives due to CME pressure, and it also notes that CME can launch similar products itself. Moreover, CME’s BTC futures trading volumes in June and August were both higher than in May, indicating that its business has not been harmed. At its core, this dispute is a fight over market share in the perpetual contracts arena between traditional exchanges and emerging platforms. By endorsing Kalshi, the CFTC is a near-term positive for innovation in crypto derivatives and for the competitive landscape. However, CME must respond by October 2, and the legal battle is not over yet—there remains uncertainty ahead.

Liquid “White Hat Hacker” has returned 3,400 Bitcoins, with approximately 600 Bitcoins still not recovered

PANews September 8 news: According to Bitcoin News, after Liquid Network was attacked with approximately 4,000 BTC, it has currently received the return of about 3,400 BTC, with around 600 BTC still not recovered. It is reported that this return occurred following an on-chain negotiation. Previously, an attacker who claimed to be a “white hat hacker” stated that once Blockstream fixes the related vulnerability, the stolen Bitcoins would be returned. The incident is still unfolding.

DBS and Citibank complete their first weekend cross-border USD payment

DBS and Citibank have completed their first weekend cross-border USD payment, with tokenized deposits settling within minutes. Traditional cross-border payments usually can’t be settled on weekends, and this breakthrough suggests that, in practical terms, interbank tokenized deposits can bypass the time limits of traditional clearing windows. This is broadly positive for the RWA and tokenized deposit narrative. The two major banks successfully run weekend instant settlement in real business scenarios, indicating that tokenized deposits are not just a proof of concept—they are already starting to address real pain points in traditional finance: settlement time and liquidity efficiency. In the short term, there may be no direct beneficiaries, but the news strengthens the trend toward institutional-grade tokenized assets and provides positive support for sentiment in the RWA space. The key follow-up to watch is whether more banks join and what the final stance of regulators will be regarding the end-state clearing framework for tokenized deposits.

Blockstream informs that the white-hat hacker’s vulnerability has been fixed; about 4,000 BTC can be safely returned

Blockstream has notified the white-hat hacker that the Liquid network vulnerability has been fixed, and approximately 4,000 BTC can be safely returned. Previously, the hacker extracted about 4,000 BTC from the Liquid network, then publicly stated via an on-chain OP_RETURN message that they were willing to return the funds—provided the vulnerability was first patched—and they had already sent encrypted details of the flaw to Blockstream. This is the second security incident this week involving a large amount of BTC following the Coldcard attack; however, this time it takes a white-hat restitution route. A tranche of 4,000 BTC is not small, and negotiating the return is the best outcome for both Liquid network users and Blockstream. The vulnerability patch means the security risk has been contained, easing concerns in the market about trust in the Liquid network. It has limited direct impact on the BTC price, but in the short term it alleviates the negative sentiment caused by consecutive security incidents, which is mildly bullish. Assets involved: BTC

Report: $9.13 billion worth of USDT on Tron is controlled by a 2-of-3 multisignature wallet; if two private keys are compromised, the contract control can be taken over

PANews Sept. 7 news: According to CoinDesk, blockchain security firm Hacken has assessed that approximately $9.13 billion worth of USDT on the Tron network (about half of the circulating supply) is controlled by a single contract. Anyone holding the two signing keys can take over its management permissions, and the contract has no built-in delay, cancellation window, or revocation mechanism. Hacken’s auditors said an attacker could first change the contract owner, then mint USDT, freeze addresses, destroy frozen balances, or collect transfer fees—without needing access to users’ wallets. This multisig wallet does not hold users’ funds, but it controls the USDT contract itself—i.e., the power to mint tokens, freeze addresses, and reassign ownership.

Binance bStocks: 3-Month Trading Volume Breaks $30 Billion, RWA Shifts from Narrative to Revenue

Binance stock tokenization product bStocks launched less than three months ago, and its cumulative trading volume has already surpassed $30 billion. This pace far exceeds the market’s expectations for the rollout timeline of the RWA (Real-World Assets) sector, indicating that traditional financial assets are being truly adopted by Crypto users as everyday trading instruments—not just lingering at the concept stage. For traders, bStocks’ surge confirms that there is real demand for stock tokenization, not mere narrative speculation. By entering this business, Binance as the largest exchange has directly connected the path for RWA from story to revenue. In the short term, it supports sentiment toward the RWA sector; however, the figure of $30 billion itself has already been partially priced in. What’s more worth watching is whether the subsequent trading volume growth rate can be sustained, and whether regulators will further tighten or add constraints on stock tokenization.

Overall, it’s moderately bullish in the medium to long term. If the volume expansion trend continues, the on-chain liquidity base will be further strengthened, indirectly benefiting RWA infrastructure and the payment tokenization track. But there is no single token that can be directly traded; this is more about structural logic at the sector level. Key points to monitor are changes in bStocks’ monthly growth rate and whether other exchanges follow with competing offerings.

Bitcoin’s various groups saw their first collective net selling in the past three months, led by giant whales

According to Glassnode data, Bitcoin wallet cohorts have, for the first time in the past three months, collectively shifted to net selling. The accumulated trend score has fallen to 0.37, and whales holding more than 1,000 BTC are the main selling force. After BTC was capped around $83,000, it pulled back below $80,000. The 50-week moving average (about $79,687) is now acting as an overhead resistance. On the supply side, the shift from broad accumulation to broad distribution is a hard signal that the trend has weakened. The whales’ collective selling implies that the earlier funds placed at lower levels are being realized; short-term sell pressure is unlikely to dissipate easily. The technical picture also offers a glimmer of hope for bulls— the 50-day moving average is expected to cross above the 200-day moving average as early as Tuesday, forming a “golden cross.” But a golden cross is a lagging indicator, while on-chain distribution is a leading signal; when the two conflict, supply data deserves greater attention. Near-term sentiment is slightly bearish. Whether $80,000 can hold is key—if it breaks, support near the 50-week moving average will be the next focus. If the golden cross is ultimately confirmed alongside a surge in volume, it could become a turning-point for the trend. Key things to watch are the persistence of the whales’ sell-off and whether BTC can hold or lose the $80,000 level. Underlying asset involved: BTC.

Analysis: Stronger-than-expected U.S. nonfarm data boosts the crypto market; CPI will be the key to breaking market direction

PANews, September 7 — According to QCP analysis, the U.S. August employment report came in better than expected. New jobs added were 162,000 (vs. a forecast of 55,000), rebounding sharply from the 21,000 revised for July, easing concerns about weakness in the labor market and shifting market focus back to inflation outlook. After breaking above $82,000 briefly at the start of the week, Bitcoin later pulled back to $79,300, while Ethereum remained near $2,500. Spot Bitcoin ETFs recorded net inflows of $770 million from September 1 to 4, but after outflows on Monday, the pattern of large inflows on Wednesday suggests institutions are more inclined to adjust their positions ahead of key data. On the technical front, Bitcoin faces resistance in the $80,000–$82,000 range, while Ethereum is seeing selling pressure above $2,500, reflecting the market’s cautious stance until inflation becomes clearer.

Hacken Finds Major Tether Key Security Vulnerability: Two Keys Control $9.1 Billion USDT

Security audit firm Hacken found that Tether has a major key security vulnerability. It reportedly takes only compromising two keys to control USDT valued at $9.1 billion. Although Tether also received an upgrade to its BlueChip rating, weaknesses in key management have raised market concerns. USDT is the cornerstone of liquidity in the crypto market, and the $9.1 billion figure represents the vast majority of its total market cap. If this vulnerability is exploited, the consequences would be catastrophic—far beyond any exchange hack incident in the past. The threshold of two keys may seem high, but it is not insurmountable for organized attackers. This risk exposure alone is enough to be unsettling. For traders, this is not an immediate threat, but a warning signal at the tail-risk level. The probability of short-term USDT de-pegging remains low, but investors should closely monitor on-chain redemption pressure, changes in USDT premiums, and Tether’s subsequent security upgrade actions. Looking into the mid to long term, stablecoin key management and audit transparency will likely face stricter scrutiny, and some funds may flow back to decentralized stablecoins.

Assets involved: USDT and the stablecoin sector as a whole

Slightly bearish: limited impact on near-term market pricing, but medium- to long-term risks cannot be ignored.

Yen surges more than 2% in a flash; a more hawkish shift by the Bank of Japan could trigger a carry-trade unwind chain

The yen’s sudden jump of more than 2% is directly driven by the Bank of Japan turning more hawkish. This macro transmission chain cannot be ignored for the crypto market—an急 surge in the yen can force liquidation of carry trades. The global risk-asset selloff triggered by the yen’s sharp rally in August 2024 has already validated the destructiveness of this pathway. Currently, BTC is stuck below the $83,000 sell wall, and on-chain “whales” have fully flipped to net selling—pressure from the supply side has been building anyway. If yen strength sparks another round of deleveraging, the probability of near-term pressure on the crypto market is clearly rising. In the short term, focus on defense. Pay special attention to whether the USD/JPY exchange rate continues to fall, how US tech stocks move in tandem, and the strength of support for BTC around $80,000. Bias is bearish; but if carry-trade unwinding does not continue, the sharp drop could instead provide a window to get in.

Shanzhai coin perpetual contract open interest surpasses Bitcoin for the first time, leverage crowding signals emerge

According to Coinalyze data, the open interest in shanzhai coin perpetual contracts has already exceeded that of Bitcoin, marking the first time since December 2024. The current open interest of Bitcoin perpetual contracts is about $23.9 billion, accounting for 37% of the total, while the remaining share is held collectively by Ethereum, Solana, XRP, BNB, Zcash, and others. Bitcoin’s total open interest, including longer-dated futures, is about $25 billion. This suggests leveraged capital is spreading from Bitcoin into altcoins, with market risk appetite clearly rising. Zcash is the most典型 case—after breaking above $1,000 in early September, its futures open interest climbed to roughly $2.4 billion; during the rebound, more than $34 million in short positions were liquidated, indicating both short-term chase buying and a squeeze happening at the same time. For traders, accelerating buildup of leverage exposure in altcoins is a double-edged sword: in the short term it tends to be bullish for altcoin prices, and leverage expansion is often accompanied by upward price momentum; however, historically, after this indicator breaks out, there is often a period of concentrated deleveraging. Once a risk event occurs or liquidity tightens, high-leverage altcoins can retrace very quickly. At the current stage, it’s suitable to focus on whether the growth rate of altcoin positions has peaked, how liquidation hotspots are distributed, and whether Bitcoin funds continue to flow out. Mixed sentiment: short-term momentum leans bullish, but leverage crowding has entered an area that warrants caution.

Jiang Zhuoer: BTC’s next resistance may be around $83,000–$84,000; still waiting for a major pullback from this leg of the rally

PANews, September 7—Jiang Zhuoer, founder of the Laibit mining pool (B.TOP), said in a post on X that after selling 100% of his BTC position at $82,050, he had bought back at $79,480 and restored a full ETH spot position in anticipation of further upside. He explained that ETH is the engine of this bull run rather than a follower; ETH rising first could mean BTC will follow. He noted that ETFs recorded a record $730 million in inflows on September 3. Given the backdrop of continued ETF inflows, he said shorting can only be quick in, quick out for the short term. He believes the next resistance level is $83,000 to $84,000, which is unlikely to be broken through in the short term; at least it would need consolidation for at least one or two months. He is still waiting for a major pullback from this rally, and expects $76,000 is likely to be reached. The lowest range he sees is $71,255 to $73,361. At that time, he plans to use his reserve funds to buy back everything.

DBS Bank and Citi team up to complete cross-border payments with tokenized deposits

DBS Bank and Citibank have reached a partnership to enable instant, around-the-clock cross-border USD payments using Swift’s blockchain-based ledger through tokenized deposits. This is another milestone for traditional large banks to move tokenized assets from concept proofs into real clearing and settlement scenarios, and it further strengthens institutional endorsement for the RWA and payment tokenization track. For traders, this is not a bullish catalyst for a single token; rather, it reinforces market consensus on the evolution of tokenized deposits and on-chain settlement as directions for financial infrastructure. Swift has previously tested cross-chain interoperability multiple times, and this rollout indicates that traditional interbank networks are accelerating the integration of blockchain logic. In the medium to long term, it is a positive development for RWA, payment settlement, and institutional-grade on-chain infrastructure-related names. In the short term, sentiment appears generally bullish, but there is a lack of a direct, tradable single-asset catalyst—more of a sector narrative tailwind. Watch to see whether more banks join the initiative and how regulators further define tokenized deposits.

Hyperliquid’s massive short position is publicly targeted, with PONS short sellers showing an unrealized loss of nearly $3 million

Once again, a whale-hunt pattern has appeared on Hyperliquid. Trader Loracle opened a 3x PONS short position on Hyperliquid starting September 3, holding 25.04 million tokens (about $19.41 million). The entry price was $0.6553, accounting for 19% of the platform’s total PONS open interest. The trader is still adding to the position, and the position is now showing an unrealized loss of nearly $3 million. The trader even created a forked version of Pons with zero trading fees in an attempt to save himself, which shows just how much pressure he’s under. Even more dramatic: overseas analyst @mlmabc publicly solicited funds on September 6 to jointly attack this short seller, claiming that commitments have already been made in the eight-figure range. Loracle’s liquidation price is $1.83, and PONS would need to rise by 128% to trigger the liquidation line. This kind of concentrated shorting combined with public liquidation pressure is clearly a bullish catalyst for PONS in the short term, but in essence it’s a leveraged battle rather than a fundamental-driven move—price swings are likely to be extremely volatile. In the short term, watch PONS on-chain trading volume and changes in open interest. If bullish capital continues to enter, forced short covering can create a positive feedback loop that drives a further rally. But if the targeted crowd’s momentum fades, the risk of a rapid pullback is also significant. Overall biased bullish, but it’s a high-risk, high-volatility asset—when chasing gains, be sure to strictly control position size.

Closing mainnet transition bet video—can the Harmony public chain’s severed arm find a way to new life?

Harmony announces shutting down the mainnet it has operated for nearly seven years, migrating its native token ONE to Ethereum and fully transforming into a video "mix-clip economy." Behind this major decision lies the combined pressure of security vulnerabilities, squeezed market opportunities, and high maintenance costs. Learn about Harmony’s path of survival with its severed arm, and the future fate of ONE.

Coldcard hacker moves $7.7 million in BTC, 45% of bitcoin stolen in third attack

Coldcard hacker moves $7.7 million in BTC, 45% of bitcoin stolen in third attack wave

Capital B Raises After Financing by Investing $29 Million to Buy BTC—Its Largest Single Purchase in a Year

Right after completing a new round of financing, Capital B immediately invested $29 million to buy Bitcoin. This is the company’s largest BTC purchase in the past year, bringing its total holdings to 3,521 BTC. As soon as the funds were in place, it deployed them into BTC, reflecting a clear company-level bullish stance and a continued allocation intention—not a symbolic holding. A largest single buy in a year indicates that the pace of adding positions is increasing. Public buying signals often attract attention from follow-on funds. For BTC holders, ongoing institutional purchases provide a bottom-supporting logic for prices, which is generally bullish. However, the $29 million amount is relatively small compared with BTC’s overall market value, meaning it’s more of an emotional signal than a trend-setting catalyst. In the short term, the key is whether it can spur other institutions or funds to follow and create a resonance effect. If it’s only a single-company action without an industry-wide impact, then the upward driving force will be limited. Tokens involved: BTC; overall bullish.