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ChainCatcher message: A report released by The Block Research on September 8 states that between October 2025 and August 2026, during a period when Bitcoin fell by more than 50% and the total crypto market capitalization decreased by more than 2 trillion USD, the total stablecoin supply remained around 290 billion USD, about 90% of which was issued by Tether and Circle.
Over the past 365 days, stablecoin transfer volume exceeded 900 billion USD, more than double compared with 2025. The daily/weekly turnover ratio rose from 0.38x in August 2024 to 0.78x in August 2026. Ethereum holdings are about 147 billion USD (turnover 0.51x/day), Base holds 4.5 billion USD (16.7x/day), Solana is about 13 billion USD (1.08x/day), and Tron is over 90 billion USD (0.25x/day). According to the Bank for International Settlements, stablecoin transaction volume in 2025 was about 3.5 trillion USD, with payments-related activities accounting for 1.1%. Chainalysis data shows that in 2025, illicit addresses received at least 154 billion USD in stablecoins.

ChainCatcher 消息，a16z crypto 研究团队今日发布开源 zkVM Jolt 的新版本 Lattice Jolt。该版本架构与此前版本相同，但将底层密码学从椭圆曲线改为格，同时实现后量子安全性、证明者与验证者速度提升 2-3 倍，以及证明大小低于 100 KB。
Lattice Jolt 用基于 Module-SIS 假设的新多项式承诺方案 Akita 替换此前依赖椭圆曲线的 Dory，目标完整 128 位安全性。Akita 由 LayerZero 研究人员与工程师主导开发，并与卡内基梅隆大学、南加州大学以及 a16z crypto 团队合作。在同一机器上，仅 CPU 的 Lattice Jolt 证明超过 200 万 RISC-V 周期/秒，Apple Metal GPU 加速下超过 1000 万周期/秒，证明者空间降至每周期约 200 字节。

ChainCatcher 消息，Anthropic 经济团队构建模型，分析 AI 对美国就业、增长与失业的影响。模型将经济视为基于美国劳工部 O*NET 分类的任务组合，AI 可保持任务不变、增强、自动化或创造新任务。美国经济被描述为超过 30 万亿美元的任务实例价值。
三种情景取决于 AI 能力与采用速度：温和情景类似互联网，2030 年美国 GDP 增 1.6%（34.1 万亿美元，2025 年价格），劳动份额 59.4%、资本份额 40.6%；实质性情景下 AI 可完成一半知识工作，GDP 增 8.3%（36.3 万亿美元），知识工作者工资基本持平，劳动份额 56.1%；极端情景下 AI 在绝大多数知识工作上更高效且近乎全部自主完成，GDP 增 32.4%（44.4 万亿美元），知识工作者工资下降超 10%，劳动份额 45.2%，失业率超典型衰退水平。
8 月对逾 1 万名美国人的调查显示，典型回答接近实质性情景（2030 年 GDP 高约 10%、失业率约 5%），约 10% 受访者接近极端情景。所有情景下 GDP 均增长，变革性情景需更多职业转换。页面提供技术报告与交互探索器。

ChainCatcher message: On September 8, 2026, the blockchain data analysis platform Allium released a research report on the Solana RWA (real-world assets) ecosystem. Measured by market cap, Solana accounts for about 12% of the total on-chain tokenized real-world asset value; measured by transactions, it ranks first. Over the past twelve months as of August 18, 2026, Solana completed on-chain RWA spot trade volume of $14.7 billion (around $46.0 billion across the entire chain) and 42.6 million transactions (around 91.0 million across the entire chain), both higher than other chains.
The report covers all 37 issuers on-chain at the time. Among them, assets related to BlackRock had an estimated size of about $741 million but no trades occurred during the period; two private credit issuers together completed about $5.4 billion in transfers. Of the tokenized stock trading volume on Solana, about 63% took place during the off-hours when U.S. exchanges are closed.

ChainCatcher 消息，研究机构 Shoal Research 发布报告称，Cloudflare 网络上机器人约占 HTML 内容 HTTP 请求的 60%，人类为 38.2%。Cloudflare CEO Matthew Prince 曾预测机器人流量将在 2027 年超过人类，随后宣布智能体流量增长已使机器人超过人类流量。
报告称，AI 应用将用户留在聊天界面并总结内容，而非导流回原站。AI 爬虫抓取与回访比例远高于 Googlebot，ClaudeBot 过去一年平均每回访一次抓取约 4200 页。Pew 研究显示，AI 摘要使点击率从 15% 降至 8%。
robots.txt 与内容换流量模式难以维持。诉讼与私人授权为权宜之计。按请求付费分为带密钥的封闭市场，以及使用 HTTP 402 和稳定币的开放协议如 x402 和 MPP。多数网站仍免费提供或屏蔽。

ChainCatcher 消息，Pantera Capital 初级合伙人 Jay Yu 发文《The Rise of Compute Markets》称，算力与数据中心支出已成为万亿美元量级类别，但 GPU 采购仍主要通过群聊、场外经纪商和双边协议完成。他表示，算力金融化仍处早期，受 SKU、时间和地点约束，但未来 5 至 10 年或可成为类似电力或石油的商品资产。Jay Yu 认为，算力市场或将形成类似电力“电网-运营商-节点”的“硬件-供应商-集群”结构，新云厂商是 GPU 结构性空头，按需平台与应用层是多头。
他称，应用层每支出 100 美元用于推理，约 45 美元流向按需层、约 50 美元流向新云或 GPU 层、约 5 美元流向 OpenRouter 等路由层。NVIDIA 可被视为算力“央行”，已宣布提供最高 25% 残值支持。他还表示，实物交割具有更持久护城河，指数、现金结算交易所和融资工具将随后出现，参与者包括 SF Compute、Vast AI、Runpod、Compute Exchange 等。算力市场没有强制价格透明要求，基差风险可能更大。

ChainCatcher 消息，Ethlabs 表示，已审阅针对以太坊 Hegotá 升级提出的 60 余项 EIP，并更新其优先级建议，重点涵盖抗审查能力、交易确认速度、原生账户抽象及性能优化四个方向。
具体而言，Ethlabs 支持 FOCIL，以增强以太坊的抗审查能力和中立性；建议通过 Quick Slots 在 Hegotá 升级中首次缩短时隙，并为后续进一步缩短创造条件；支持通过 Frame Transactions 实现原生账户抽象，引入通行密钥钱包、代付交易、使用代币支付 Gas、批量交易，以及更好的隐私和抗量子安全支持。此外，Ethlabs 强调，客户端及协议设计应持续优先考虑性能，将优化成果用于提高 L1 容量、缩短时隙及降低节点运行要求。

ChainCatcher message: the stablecoin settlement volume of Visa, a payments technology company, has exceeded an annualized level of $20 billion, up more than 15x year over year. More than 160 stablecoin-linked card projects are already live globally, and related payment volume has increased nearly 200% year over year.
Stablecoin card projects need to complete daily settlement before the cardholder repays. For some projects, only a few million dollars in funds are needed each time, and settlement runs continuously 7 days a week. Visa said that some cryptocurrency-linked card businesses are constrained by working capital required to support settlement cycles, while on-chain credit can reduce financing costs by up to 30%.

ChainCatcher message: On the X platform, U.S. Treasury Secretary Scott Bessent strongly urged the Senate to advance the legislative process for the crypto “Clarity” bill after it ends the August recess. He said the bill would prevent “bad actors” from exploiting key digital-asset technologies, and called on all parties to stay at the negotiating table, agree to enter procedural motions, and continue the legislative process.
Bessent warned that failing to pass the bill would send an unsettling signal to both allies and adversaries—that the United States is unwilling to lead the future of digital assets and is prepared to abandon the national security tools used to curb abuse of digital assets. Earlier this July, Bessent said that if one wants to stand on the side of “American exceptionalism,” they must pass the Clarity bill, citing Satoshi Nakamoto’s remarks.

ChainCatcher message: Dee Goens, co-founder of Zora, has been appointed CEO, replacing co-founder Jacob Horne, who served in the role for more than six years. In a post on Wednesday, Goens said Horne would leave the company to begin a new chapter, but “won’t go far from crypto.” Goens revealed that Zora has conducted layoffs this year, with the team size reduced to fewer than 10 people, and has shifted toward operating more dependently on AI agents.
On the product side, Zora has shifted its focus away from the Creator Coins model launched on Base in June last year, toward supporting trading pairs on other networks. The Custom Pairs feature launched on August 20 allows users to create custom token trading pairs; it has already enabled the creation of over 4,000 pairs. Zora also went live on the Robinhood Chain and Solana in the summer, supporting cross-chain trading, and it has done away with charges for DMs and comments. According to DefiLlama data, the fees Zora deployed on Base recorded only $148,000 in August, down 99.4% from $2.51 million in the same period last year.