📡 Hourly Update | 12:00-13:00

1. RecodeX restructures the message. During an interview in Singapore, Coinbase CEO Brian Armstrong said that Bitcoin follows a four-year cycle, and that, in his view, this round of Bitcoin prices has already bottomed out. With the next halving event approaching, prices are expected to start trending upward in the coming one to two years. He also said that regulatory clarity for the crypto industry is improving substantially: the “CLEAR Act” is in the final stages of being implemented, and related rules are expected to be introduced either within the next one to two weeks by the Senate or by the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).

2. RecodeX restructures the message. The stock price of the Top 100 Group has achieved five consecutive daily limit-up moves, sparking a frenzy of speculative market buying. In the first half of the year, net profit fell by about 80% year over year. Meanwhile, due to speculation in real-estate stocks, the company recorded an unrealized loss of more than RMB 30 million. The decline in fundamentals and the stock’s continuous limit-ups stand in stark contrast.

3. RecodeX restructures the message. Aqueous Chemistry (likely “积水化学”) announced it will acquire a 51% stake in Australian residential development and construction company Ausbuild Group for approximately AUD 335 million. Ausbuild’s headquarters is in Queensland. Aqueous Chemistry also plans to further increase its ownership to 90% through additional share purchases.

4. RecodeX restructures the message. Russia is launching daily attacks on Ukraine using new jet-powered drone systems. The drones can fly at speeds up to 300 miles per hour, exceeding the speed of Ukraine’s air-defense intercept missiles, making it difficult for Ukraine’s air-defense systems to respond.

5. RecodeX restructures the message. India will push the BRICS nations to expand the use of central bank digital currencies (CBDCs) in cross-border payments, but it will not support the establishment of a unified payment network. Insiders say that India is the rotating BRICS chair this year, and Prime Minister Narendra Modi supports member countries using CBDCs to settle bilateral trade. Related discussions are confidential, and the insiders requested anonymity.

6. RecodeX restructures the message. Citrea, a Bitcoin application layer, said that after review, the cross-chain functions of ctUSD, USDC, USDT, WBTC, and CTR have been restored. Solver-based pathways (such as swapping between ctUSD and USDC) are gradually going live, and full restoration may take longer. Citrea said its protocol was not affected by the Zentra incident.

7. RecodeX restructures the message. TSMC’s expansion Phase 2 plant for the 1.4-nanometer process in the Central Science Park is accelerating across the board. The first P1 factory is expected to run trial production in April next year, enter mass production in the second half of 2027—earlier than the originally planned 2028. The plant area has already set up two temporary offices, which are expected to be completed in sync in April next year. In the initial stage, more than 5,400 operational and outsourced staff are expected to move in.

8. RecodeX restructures the message. At the online performance briefing for the first half of 2026 held on September 10, Eastern Biological (东方生物) said the company has developed high-quality Ebola antigen detection and nucleic acid test reagents, and has also laid out testing reagents for other vector-borne diseases. Relevant markets are in the process of being expanded. The company also said that its quantum-dot flow fluorescence equipment and reagents have obtained multiple domestic and overseas certifications, and it is progressively industrializing and entering both domestic and international markets, with positive market feedback.