區塊客

Robinhood's Layer 2 network, Robinhood Chain, was reported to have malfunctioned on September 4. At the time, some block explorers were unable to display the latest data in a timely manner, leading the market to mistakenly believe that the network had stopped producing blocks. The related news quickly spread on X and in cryptocurrency media.
However, Arbitrum later clarified that Robinhood Chain had not stopped operating, and transactions submitted directly by users continued to be processed. The incident mainly involved delays in submitting transaction data to the Ethereum mainnet, and some third-party services that rely on real-time data feeds were briefly affected.

The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) has released its latest financial trend analysis, indicating that financial institutions reported about $12.7 billion in financial activity suspected to be related to digital asset investment scams over roughly two years and four months. The related schemes were mainly operated by transnational criminal organizations based in Southeast Asia, and funds were moved through fake investment platforms, stablecoins, decentralized finance protocols, and underground banking networks.
On the same day, FinCEN issued an alert to banks, cryptocurrency exchange service providers, and other financial institutions, calling for stronger identification of scam compounds, professional money laundering groups, and related stablecoin transaction activity.

U.S. latest employment data was far stronger than market expectations, prompting investors to reassess the Federal Reserve’s interest-rate path.
Bitcoin briefly rose to about US$82,200 to US$82,400 on September 4 U.S. Eastern Time, reaching its highest level since mid-May, but quickly reversed after the nonfarm payrolls report was released, falling below US$80,000 and at one point retreating to about US$79,000, erasing about 3% from its pre-data high.
As of 2:00 p.m. Taipei time on September 5, Bitcoin was trading at about US$79,581, down roughly 1.73% from the previous closing price; the intraday trading range was about US$78,723 to US$81,370, showing that the US$80,000 level remained in repeated contention.

The Korean government has released a new blueprint for the digitalization of the capital markets. On September 4, the Financial Services Commission (FSC) held the third joint public-private consultation meeting on token securities, announcing that starting in February 2027 it will build token securities infrastructure in three phases. It will gradually expand the scope of applications from existing fragmented investment products to traditional financial instruments such as stocks, bonds, and funds.
The amendments to the Korean Electronic Securities Act and the Capital Markets Act were passed by the National Assembly on January 15, 2026, and the related制度 will take effect on February 4, 2027. The amendments formally recognize the recording of securities issuance and transfer data using blockchain distributed ledgers, and grant legal effect to the relevant ledgers. Korean regulators emphasized that token securities are not a new type of asset; rather, they are an issuance format that is placed alongside paper securities and electronic securities. They must still comply with existing requirements for securities registration, information disclosure, and brokerage (intermediary) licensing.

Prediction market platform Polymarket officially enters the leveraged derivatives market. The company announced the launch of “Polymarket Perps,” allowing eligible international users to open long or short positions on cryptocurrencies, individual stocks, stock indices, and commodities, with leverage up to 20x. The contracts have no expiration date.
Polymarket Perps is live.
Up to 20x leverage on crypto, stocks, commodities, & more. Deepest liquidity, lowest fees.
Long BTC, predict the Fed, short the S&P reaction — only on Polymarket⁠.com
https://t.co/UwdkHrmEMT pic.twitter.com/hwOULeRjIH

Recently, crypto KOL Rune revealed that Bonk Guy, the best-performing trader on the FOMO platform (username @theunipcs), is 64 years old. Although Rune previously lost credibility to zero due to the earlier FAMI/JINQIAN meme-coin controversy, this somewhat amusing scoop still led to Bonk Guy—the best hunter in this round of meme-coin market—for being tagged with labels such as “a 64-year-old grandpa fighting on the meme front lines” and “an old man playing the naughty child,” and the buzz has already been turned up to the max.
The biggest difference between Bonk Guy and the traders who were so eager to shout out orders and encourage paper hands during the previous round of meme-coin hype might be the “diamond-hand” attribute he has. In this article, we’ll sort out the full picture of his on-chain holdings and try to reconstruct exactly how this trader, who repeatedly secured high returns, climbed step by step to become the #1 trader on the FOMO platform.

Taiwan’s virtual asset regulatory framework has entered the subsidiary regulation drafting stage. Chen Chin-lung, Chairman of the Financial Supervisory Commission, said that after the (Virtual Asset Services Act) is completed and passed, the FSC is actively working on nine sets of delegated subsidiary regulations. These include regulations on stablecoins, which have drawn significant market attention. The parent act and related subsidiary regulations could be formally issued and implemented as early as the first quarter of 2027.
On September 2, Peng Chin-lung said at FinTechOn 2026 and the Asia FinTech Alliance Summit that global discussions on virtual assets and stablecoins have shifted from “whether they should be developed” to “how to develop and regulate them in a sound manner.” The FSC aims to promote parallel development of traditional finance, digital finance, and blockchain finance, on the premise that risks are controllable.

Taiwan’s virtual asset regulatory framework has entered the subsidiary legislation drafting stage. Chen Chin-lung, Chairman of the Financial Supervisory Commission, said that after the Virtual Asset Services Act is completed and enacted, the FSC is actively working on nine authorization-related subsidiary regulations. These include stablecoin rules, which are the most closely watched by the market. The parent law and related subsidiary regulations can be officially promulgated and implemented as early as the first quarter of 2027.
On September 2, Peng Chin-lung said at FinTechOn 2026 and the Asian Financial Technology Alliance Summit that global discussions on virtual assets and stablecoins have shifted from “whether they should be developed” to “how to develop and regulate them in a robust way.” The FSC hopes to promote three tracks—traditional finance, digital finance, and blockchain finance—running in parallel, under the premise that risks are controllable.

Standard Chartered further expands its digital assets business in the Middle East, announcing that through Standard Chartered DIFC it will offer institutional spot trading of Bitcoin and Ether in the United Arab Emirates, becoming the first globally systemically important bank (G-SIB) to provide such services in the region.
Eligible institutional clients can trade BTC/USD and ETH/USD through Standard Chartered’s existing electronic trading platforms. The relevant features have been integrated into the bank’s original trading systems, allowing clients to execute crypto-asset trades using the familiar FX trading interface, without having to move to a separate retail cryptocurrency exchange.

Bitcoin rebounded sharply during U.S. Eastern Time on September 3, quickly climbing back above $80,000 from around the $77,000 level. Bitcoin’s intraday low was $76,992, while its high reached $82,179. It closed at $81,272, up 5.07% for the day. The intraday high-low range was 6.74%. After early trading on September 4 in Asian time, the price consolidated slightly, but still mainly traded between $80,673 and $81,429, at one point around $81,073.
In addition to an improvement in overall market sentiment, this uptrend has also been supported by noticeable capital inflows into U.S. spot Bitcoin ETFs. Data from Farside Investors shows that the related ETFs recorded a total net inflow of $730.8 million on September 3. Together with the $101.1 million net inflow on September 2, total inflows across the two trading days amounted to approximately $831.9 million.

The U.S. Federal Reserve (Fed) Governor Christopher Waller has offered his latest policy views, saying that if the forthcoming August Consumer Price Index (CPI) continues to slow toward the 2% long-term goal, he would lean toward supporting holding interest rates steady at the mid-September decision meeting. However, Waller also retained policy flexibility, warning that if inflation unexpectedly rebounds, he would support the Fed restarting rate hikes further.
Waller’s remarks have turned next week’s release of the August inflation report into the central focus for the FOMC’s policy meeting on September 15–16. Waller said that with the federal funds rate currently in the range of 3.50% to 3.75%, it is only “moderately restrictive” for the overall economy. Therefore, if the trend of easing inflation were to stall or even reverse, it could prompt a shift toward a more hawkish stance. He quoted a John Lennon line urging to “give inflation a chance to cool off,” arguing that a single New Year’s rate hike of 1 notch (25 basis points) cannot by itself solve the problem of prices. He believes the central bank has room to be patient and observe developments at this stage.

BitMEX co-founder Arthur Hayes once again proposed a highly optimistic long-term Bitcoin outlook, believing that as the AI investment bubble ultimately evolves into a credit crisis, governments and central banks may use an even larger-scale money expansion to stabilize the financial system, driving Bitcoin to reach $1 million by 2030.
However, Hayes said that if there is currently a chunk of new funding that needs to be allocated to the crypto market, his top pick at this stage is not Bitcoin or the HYPE that has been trending in the market recently, but rather Ethereum. He believes ETH has lagged in long-term performance, has received relatively low market attention, and—combined with its foundational position in decentralized finance and asset tokenization infrastructure—offers a more attractive risk-reward profile.

U.S. Securities and Exchange Commission (SEC) Chair Paul Atkins said that the SEC’s latest proposed regulatory framework for crypto assets is an important step toward establishing a dedicated set of rules for digital assets in the United States, attracting businesses and investment activity to return. He also urged Congress to advance the (CLARITY Act) to establish a more durable market oversight regime through legislation.
When Atkins said during a three-day visit with Fox Business that the SEC’s proposed “Regulation Crypto Assets” is one of the most important steps by the regulator so far toward modernizing crypto rules. The purpose is to provide a clearer path for companies to issue crypto assets in the United States and raise capital.

The U.S. Department of Justice announced that an international law-enforcement operation led by the United States and involving Bulgaria, Hungary, and Romania has successfully disrupted the long-running Sality botnet. The operation involved the U.S. Department of Justice, the Federal Bureau of Investigation, and the Defense Criminal Investigative Service, with support from organizations such as Europol, Eurojust, CrowdStrike, and the Shadowserver Foundation.
Evolved from file-infecting malware into a P2P network
Sality first appeared as early as 2003. It originally was a type of malware capable of infecting Windows executables, and later gradually evolved into a decentralized peer-to-peer (P2P) botnet. The virus can attach to executables on a computer and continue to spread through shared folders, USB storage devices, and file-sharing networks.

On September 2, Eastern Time, New Jersey formally filed a petition for a writ of certiorari with the U.S. Supreme Court, asking it to review the lawsuit between prediction market platform Kalshi and the state’s gambling regulator, to clarify whether a platform regulated by the U.S. Commodity Futures Trading Commission (CFTC) can offer sports event result contracts to users nationwide without having to comply with each state’s gambling laws.
Core issue: Are the event contracts derivatives or sports betting?
The question New Jersey asks the Supreme Court to answer in its petition is: Did the 2010 Dodd-Frank Act already exclude states’ regulatory authority, preventing state governments from regulating sports betting conducted within their borders but offered through CFTC-registered markets?

Robinhood’s ecosystem has recently sparked a surge in meme coin trading, but behind the high trading volume, there have also emerged controversies over credit card transaction categorization, extreme slippage, and massive paper gains. This has prompted the market to re-focus on the compliance arrangements for self-custody of funds, as well as trading risks involving low-liquidity tokens.
Buy meme coins with a credit card—checkout did not require additional KYC
External media (The Block) testing found that users can, within the Robinhood Wallet and social trading app Fomo, use the checkout service provided by Crossmint to purchase certain specified meme coins with a credit card combined with Apple Pay or Google Pay. During the process, no additional complete KYC identity verification form was required. The test transactions involved tokens such as WIF, and users also received standard credit card transaction points.

After Bitcoin entered September, it was consecutively pressured. On September 1, it briefly rose to around $79,200, but failed to hold above $79,000. It then rapidly dropped, with the low reaching about $76,370. It ultimately closed on the UTC daily chart at approximately $77,399, down 1.48% for the day.
The downtrend continued into the early Asian and European session on September 2. Bitcoin opened that day at around $77,399. In the early period, it only rebounded to a high of about $77,750. It then fell through $77,000, hitting a low near $76,440. As of 6:30 p.m. Taipei time on September 2, the latest reference price was about $76,489, roughly 1.18% lower than the day's UTC open. Since the September 1 open, Bitcoin has cumulatively fallen by about 2.64%. Compared with the intraday high on September 1, it is down by about 3.4%.

Global large financial institutions are accelerating their entry into the stablecoin market. A total of 21 international financial institutions, including Bank of America, Citigroup, Goldman Sachs, Wells Fargo, Deutsche Bank, UBS, and Mitsubishi UFJ Bank, have announced plans to jointly establish a new company in the second half of 2026. The company will first launch a U.S.-dollar-denominated stablecoin, with the goal of formally entering the market in the first half of 2027.
The new company’s name has not yet been determined, and the incorporation plan also needs to fulfill relevant requirements. The alliance said the new company will target the global market. A dollar stablecoin will be only the first phase; the long-term plan includes other seven major industrialized countries’ currencies. Among them, a euro stablecoin has been listed as a priority development item.

ARK Invest and blockchain data analytics company Glassnode released a joint study indicating that, based on the degree of concentration of block-production rights, Bitcoin and Ethereum each only require three major entities in collaboration to surpass their respective critical consensus thresholds, while Solana requires 19 validator entities.
In the report titled (The Decentralization Spectrum: Design Tradeoffs in Digital Assets), the number of independent entities that would need to collude is measured using the Nakamoto coefficient, in order to control enough computing power or staked weight to interfere with network operations. The Bitcoin threshold used in the report is 51% of the network's computing power; for Ethereum and Solana it uses a 33% staked-weight threshold, which primarily reflects the active risk of preventing the network from completing finality.

Cybersecurity company Morphisec Threat Labs recently disclosed a Windows application disguised as “Claude Opus 5 Free Desktop.” In reality, it contains an information-stealing malware named RevStealer, which can collect encrypted wallet data, browser credentials, password manager information, and other sensitive data. Researchers have observed its distribution activity in a GitHub repository and on websites related to game cheating software.
Claude Opus 5 is a genuine AI model officially released by Anthropic on July 24 this year. Attackers capitalized on the new model’s popularity and the promotion of “free use of a paid model” to package the impersonation app as an official desktop tool, tricking users into downloading a compressed file of about 101 MB. However, after installation, the program does not display the normal Claude user interface; instead, it prepares and executes the malware in the background.