US bonds face the worst decade in 223 years—what does it mean for Bitcoin
In brief US Treasury bond holders suffered losses throughout the decade for the second time since 1793 5% US bond yields offer a stronger alternative to Bitcoin for institutions Bitcoin funds still attracted USD987 million in inflows in the week leading up to September 4
Brent crude breaks above USD 100 for the first time in 3 months
In brief Brent crude remains above USD 100 on Tuesday for the first time since May Drones and Houthi missiles hit four cities in southern Saudi Arabia, injuring 73 people Goldman Sachs adjusts its forecast for Brent higher by another USD 5 to USD 85 in December
UN identifies 2 behaviors that make AI overly powerful, and that have already happened
In short Volker Türk says advanced AI could pose a risk to the continued existence of humankind Turkey says the AI that escaped its testing environment is too powerful He will write to an AI company within days to ask them to reduce the risk
China buys 20 tons of gold in August, the highest in nearly three years
In brief China’s central bank adds 650,000 ounces of gold reserves, the highest since 2023 August is the 22nd consecutive month that China buys gold, pushing holdings to 76.73 million ounces Gold surges nearly 10% in August after the U.S. prepares to buy back bonds, boosting expectations for USD depreciation
OpenAI and Anthropic are looking for opportunities similar to SpaceX after going public, despite losses in the billions of USD
In short Goldman and Morgan Stanley are pushing to lobby the rating agencies to support OpenAI and Anthropic An OpenAI assessment helped Nvidia cancel a $105 billion performance bond in Ohio Credit rating analysts still have OpenAI and Anthropic as borrowers with loss-making positions, with a speculative grade
Ethereum Foundation sets a December 2029 deadline to beat the quantum clock
In short The Ethereum Foundation ranks Frame Transactions as a key feature of the Hegotá upgrade The foundation aims to resist quantum attacks across all three layers by 2029 Hegotá has decided whether the post-quantum fork will arrive on time. The foundation states
Waiting for Hyperliquid’s Season 3 airdrop boosts the memecoin that Machi Big Brother is promoting
In brief Machi Big Brother promotes a shortcut memecoin to receive the Season 3 airdrop Hyperliquid has not announced any airdrop since the genesis event in November 2024 Machi stated that he is not a developer of the Season 3 coin Read the original story: Waiting for Hyperliquid’s Season 3 airdrop is driving a memecoin that Machi Big Brother is promoting, by Phil Haunhorst at th.beincrypto.com
Australia removes 45 crypto and money transfer companies from the register
In short AUSTRAC removes 45 money transfer and crypto companies from the register in Australia in the past year Dormant companies, insolvent companies, and companies that do not comply with the rules have had their licenses revoked by the regulator GetCoins loses its registration after being accused of being used by a crypto investment fraud network in the United States
Zcash breaks through USD 1,000 for the first time in nearly ten years, with 3 whales regretting it
In brief Zcash’s surge has caused short sellers of ZEC on Hyperliquid to incur heavy losses; their positions have not yet been closed Garrett Jin lost $21.78 million from shorting ZEC, risking a portfolio wipe at $2,540 The business of privacy is growing by 213% since October 2025, according to Glassnode data
Jensen Huang points out that rental prices have increased by 22%, proving that older Nvidia chips still generate revenue
Briefly Huang points out that the chip rental price has surged by 22%, reflecting that AI hardware continues to generate ongoing revenue A three-year-old Nvidia chip is currently rented at USD 3.28 per hour The same chip once had a price of 7 to 8 USD per hour Read the original story by Jensen Huang, which shows that rental prices have increased by 22%, proving that older Nvidia chip models still generate revenue, by Phil Haunhorst at th.beincrypto.com
Ben Cowen says Bitcoin has a 65% chance that the bearish market will drag on; watch the support level at USD 53,000
In short Ben Cowen gives a 65% chance that Bitcoin has not yet reached this cycle’s bottom He points out that the Bitcoin price at USD 53,000 is the level that the bears’ group must test Cowen says that if October passes without a new low, it would be beneficial for the bulls
Will the IPO move to the blockchain? CZ says yes—the infrastructure says it has already happened
In brief CZ points out that the IPO will move to the blockchain—the first deal has already taken place Tokenized shares held on-chain are about $2.9 billion, up 14% in one month The duty of registration and disclosure of information remains the same, the SEC said Read the original IPO story: will it move to the blockchain? CZ says yes—according to the infrastructure, it has already happened—by Phil Haunhorst at th.beincrypto.com
Germany's AfD election momentum boosts attention on a pro-Bitcoin policy
In short AfD won 43.8% of the vote in the election for the state of Saxony-Anhalt on Sunday. The far-right party supports reducing regulation on Bitcoin and opposes digital euro money. AfD has continued to submit motions supporting Bitcoin, but none has yet passed.
Are the copper highs driven by taxes or geological factors? Is Washington setting the pace?
In short Copper surges to a new record high of USD 14,617 per tonne in the London metals market Traders expect Washington to expand import tariffs on refined copper Old mines cannot support the growth of data centers and the power grid
Tokenized assets were the option that broke the dull crypto market—August ended the boredom
In short RWA perpetual volume fell 13.5% to USD 122 billion in August In July, it set a record for terrible comments of 141 billion USD before the rebase Tokenized stocks account for 67% of Hyperliquid’s HIP-3 volume, surpassing commodities Read the original story: Tokenized assets were a way out during the dull crypto market downturn. August ended the boredom with Kamina Bashir at th.beincrypto.com
Gold and Bitcoin are hedging assets, but why do stablecoin companies buy farmland?
In short Tether used USD 600 million to buy a major farm acquisition in South America The issuer of stablecoins still holds gold worth several billion USD to hedge risk Its own reserves fell by 40%, partly due to the same type of hedging
US midterm elections and pressure from Trump cause the pause in rate hikes, says Wharton professor
In brief Jeremy Siegel of Wharton says the Fed would likely have already raised interest rates if there were no pressure from the midterm elections Trump threatens to stop trading with surplus countries if the Fed does not cut interest rates US job hires increase by 162,000 in August, supporting expectations of raising rates more than cutting
Samsung and SK Hynix lift Kospi as Wall Street opens after Labor Day facing heavy battles
In brief Samsung and SK hynix (000660) surge as the Kospi index rises 1.26% on Tuesday morning Wall Street braces for a tough Labor Day session; Dow Jones futures fall 308 points Continued gains on Monday lift Kospi by more than 4% amid hopes for AI revenue
Cancer treatment becomes an investment opportunity: analysts say Tempus AI could be valued at $600 million
In short Personalized cancer vaccines create new investment opportunities in tumor decoding technology Diagnostic companies in Thailand could generate recurring revenue, not just be drug manufacturers Low-level residual disease testing could be a big long-term payoff