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Apple unveiled the iPhone Duo, its first foldable smartphone, on September 9, 2026, at a starting price of $1,999, positioning the device above the iPhone 18 Pro and Pro Max in the company’s product hierarchy. Apple shares slipped about 0.3% following the presentation: a muted reaction. This could signal that investors are withholding judgment until the Duo produces evidence of real demand rather than launch-day applause.
The event marked the first major product unveiling under CEO John Ternus, who succeeded Tim Cook on September 1. That timing turns the Duo into more than a new SKU.
It is an early referendum on whether new leadership can inject fresh momentum into a hardware lineup sometimes criticized for incremental upgrades. The stock market’s response so far offers no verdict either way.
Now you can watch both of your coins dump at the same time with the iPhone Duo. pic.twitter.com/tpMrbH7Jx4
— naiive (@naiivememe) September 10, 2026
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Iphone Duo: A Premium Entry Into an Already Crowded Fold
Apple enters a foldable-phone market currently led by Samsung and Huawei. The Duo’s $1,999 starting price sits well above the segment’s mainstream entry points and narrows the pool of buyers willing to pay laptop-level money for a smartphone before anyone has tested how it fits in a pocket.
Apple’s installed base and ecosystem give the company a structural advantage that few foldable rivals can match, but that advantage has to translate into actual sell-through. AAPL enters this test already up 16% on the year which means the smartphone market’s newest premium-pricing experiment is being layered onto a stock that has already re-rated meaningfully in 2026.
AAPL NASDAQ 1D TradingView What $1,999 Actually Buys
The Duo is a passport-shaped device pairing a conventional outer screen with a 7.6-inch inner folding display built for multitasking, video calls, and running several apps simultaneously. It carries a titanium body, Apple’s A20 Pro chip, a custom precision hinge, and the company’s new C2 modem. A specification set that mirrors the engineering ambition Apple applied to the iPhone 18 Pro line while adding the mechanical complexity unique to folding hardware.
Apple AAPL Pexel
Preorders open October 16, with deliveries beginning October 23, giving prospective buyers roughly five weeks to weigh the Duo against existing habits and existing phones. Apple paired the launch with the iPhone 18 Pro and Pro Max, refreshed Apple Watches, and new AirPods, while the standard iPhone 18 is expected later.
The financial logic is straightforward on paper: a higher starting price should lift average selling price and revenue per device. But specialized foldable displays, custom hinges, and expanded memory configurations also raise manufacturing costs, meaning the margin outcome is not guaranteed simply because the sticker price is higher.
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Iindaba zamva nje zeBitcoin ETF: I-U.S. spot BTC ETF irekhode ukungaphumi kwemali (combined net outflows) okulinganiselwa ku-$120.24 million ngeSeptemba 9, oko kubonisa usuku lwesibini olulandelelanayo lokurhoxa (withdrawals) ekurhwebeni.
I-ARK Invest’s ARKB irekhode ukuphuma okukhulu okuxeliweyo okulinganiselwa ku-$77.98 million, ngoxa iBlackRock’s IBIT ibone ukuba kuvele ku-$19.53 million kuphuma kwi-fand. Ngokwahlukileyo, iMorgan Stanley’s MSBT irekhode ukungena kwemali okulinganiselwa ku-$4.49 million (net inflow).
Iziphumo zikaSeptemba 9 zilandele iseshini yokuphuma kwemali (net outflow) ngemini kaSeptemba 8. Itracker kaCoinfuty ibonisa ukuphuma okulinganiselwa ku-$46.6 million ngosuku, emva kokubonisa ukungena kwemali okulinganiselwa ku-$730.8 million ngeSeptemba 3 nokuphuma kwemali okulinganiselwa ku-$236.5 million ngeSeptemba 1. Olu tshintsho lubonisa indlela imihla ngemihla yeendleko (reported flows) etshintsha ngayo kwimarike ye-U.S. spot Bitcoin ETF ngexesha.

Treasury Secretary Scott Bessent warned at a Breitbart News event in Washington on September 8, 2026, that the United States would face severe consequences if China prevailed in the artificial-intelligence race.
He portrayed the contest as one in which a large US defense budget would not compensate for China pulling ahead in AI. The remarks place AI competition at the center of Washington’s concern over China’s technological advances.
U.S. Treasury Secretary Scott Bessent says “We can’t pause on AI. China won’t pause” warning that “nothing would matter if China pulled away on AI.”
This is exactly what I mean when I say AI has a PR problem because bigger this buildout gets then the more important it becomes… pic.twitter.com/tCTFevgW9M
— Shay Boloor (@StockSavvyShay) September 8, 2026
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Scott Bessent Projects US Will Control 80% of Global AI Compute by 2028
AI Computer by Pixaby
At a Charlotte City Club discussion on September 2, Bessent projected that the United States would control 80% of global computing power by 2028, up from about 60% in 2025. He made the projection during a fireside conversation with Larry Kudlow and linked the expected increase to the administration’s regulatory, tax and energy policies.
Bessent described the US as holding roughly a six-month lead over Beijing in AI compute capacity. The same report presented the 80% figure as a projection, rather than as an independently established measurement of global market share.
In Washington, Bessent emphasized the consequences of losing the AI race. In Charlotte, he described a goal for the US share of global computing power and connected it with the administration’s broader policy approach.
Reading the accounts together does not make the target a confirmed outcome; it identifies it as an attributed policy ambition.
What Closing the Gap Would Actually Require
Artificial Analysis Intelligence Index Artificial Analysis
Compute capacity is fundamentally a matter of domestic AI investment and policy. Reaching the stated target would require a policy environment intended to accelerate domestic data-center construction. Nvidia stands out as a major supplier of AI training and inference chips used in that buildout, but this infrastructure context doesn’t establish that Bessent personally prescribed a specific construction or grid strategy. It simply illustrates the landscape surrounding the compute objective.
Limits also exist on using any single company’s metrics to judge the broader thesis. Nvidia does not publicly break out the portion of its data-center revenue derived specifically from US hyperscalers. That gap means company revenue alone cannot confirm whether the United States is approaching the projected global-compute share.
The 2028 objective further hinges on the distinction between a policy target and measured installed capacity. The expected trajectory is tied to regulatory, tax and energy policies, but no independent methodology verifies either the 60% starting point or the 80% endpoint. That leaves the projection useful as a signal of policy intent, while limiting how far it can be treated as a settled market metric.
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Brent crude is trading near $97 to $98 a barrel on September 8, with Goldman Sachs warning the benchmark could surge to $120 if attacks on Middle Eastern shipping continue to broaden and intensify. Risk that has also put Iran crypto activity under fresh scrutiny as sanctions pressure mounts.
That conditional forecast, delivered by Daan Struyven, Goldman Sachs’s co-head of global commodities research, sits alongside a separate and less-tested claim: that annual blockchain transaction value across the Middle East and North Africa has reached roughly $350 billion, according to a Bitcoin Policy Institute report. The two data points describe different phenomena: one is a live oil-market risk, the other a regional crypto adoption trend.
The central question for investors is whether they are converging or simply coinciding.
Brent Crude Oil Investing
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Oil Shock and the Collapse of Diplomacy
President Trump has abandoned negotiation with Iran in favor of military strikes, sanctions, and a blockade halting Iranian imports and exports. Trump described the country’s prior ceasefire commitments as worthless, according to CNN reporting referenced in the same coverage, a rhetorical shift that has hardened into policy.
Brent rose toward $98 on Monday, its highest level since late July, after weekend US strikes hit three Iranian tankers. A separate attack struck Saudi Aramco’s Jizan facility the same day.
Energy Aspects, an oil market research firm, estimates that inventories outside China have fallen by more than 400 million barrels since the war began, a drawdown that is turning commodity funds increasingly bullish, as detailed in reporting on how sanctions and Brent crude pressure are feeding into broader risk markets.
Diesel is now trading more than $100 a barrel above crude in the US, a gap analysts describe as evidence the supply crunch has already arrived. Iran and Oman are separately negotiating a temporary shipping route tied to the Strait of Hormuz corridor talks that briefly cooled prices last month, though whether Washington accepts any such arrangement remains unresolved.
JUST IN : Crude Oil jumps to highest price in 3 months pic.twitter.com/2n5uLJZovr
— Barchart (@Barchart) September 8, 2026
Iran Crypto Network: Bitcoin as Regional Financial Infrastructure
Set against that oil-market backdrop, the Bitcoin Policy Institute’s estimate of $350 billion in annual MENA blockchain transaction value – more than triple the roughly $100 billion recorded in 2022 – points to a structural shift in how capital moves through sanctioned and unstable economies.
Rather than fleeing the region entirely, a growing share of capital has shifted into digital assets during the conflict.
That figure is a regional aggregate spanning multiple countries, not an Iran-specific measure, and it does not establish that the underlying activity is predominantly Bitcoin-denominated or illicit. Still, the report identifies Egypt, Turkey, Lebanon, and Iran specifically as economies where currency depreciation has pushed residents toward Bitcoin and dollar-pegged stablecoins to preserve purchasing power. That pattern of crypto adoption under duress has precedent: exchange flows tied to sanctioned Iranian entities have drawn regulatory scrutiny before, as covered in reporting on offshore exchanges used by Iranian actors and in separate coverage of sanctions-evasion concerns tied to Binance-linked activity.
Iran Crypto Activity Chainanalysis
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Risk Asset by Day, Emergency Rail by Night
The safe-haven framing has an important caveat. The Bitcoin Policy Institute’s own data shows Bitcoin initially fell alongside global equities when fighting broke out, trading as a risk asset rather than an immediate hedge.
Its share of total crypto market capitalization later climbed to a one-month high of 64.8% as capital rotated out of altcoins, but that consolidation reflects risk-off positioning within crypto, not a decoupling from broader macro conditions.
On the geopolitics of the conflict itself, Hamidreza Azizi, an Iran analyst at the International Crisis Group, said Tehran likely wants calibrated escalation rather than full-scale war. He warned that miscalculation, not intent, is now the biggest risk of a wider conflict – a caution that applies equally to oil traders and to anyone extrapolating a durable Bitcoin correlation from a fast-moving war.
Iran’s Supreme National Security Council chief Mohsen Rezaei has floated a new exclusion zone spanning the Persian Gulf and Gulf of Oman, a move that, if enacted, would widen shipping disruption well beyond the strait itself.
Iran is preparing to announce a new maritime 'exclusion zone' across the Gulf, extending from the current US blockade area, according to Mohsen Rezaei.
Iran also plans to release maps showing a new shipping route through the Strait of Hormuz.
Rezaei warned that ships entering… pic.twitter.com/AcnLnQP9DH
— Current Report (@Currentreport1) September 8, 2026
The primary-market variables remain squarely in oil: shipping disruption, inventory drawdown, and the risk of miscalculation around the Strait of Hormuz. Goldman Sachs’s $120 figure is a conditional scenario tied explicitly to intensifying attacks, not a base case, and the bank has separately noted Brent could fall to $80 if regional exports normalize.

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Bitcoin ETF News Today: flow data points to continuing demand for Bitcoin exposure even as the broader market weighs whether buyers could hold the current technical structure. Bitcoin itself is trading at $78,788.45 at the time of writing, down 1.93% from the previous day. The pullback eased short-term momentum, though price held near $79,000 and remained below the closely watched $80,000 resistance level.
BTCUSDT Chart 1D TradingView How ETF Flows Are Supporting BTC Below $80,000 Total Bitcoin Spot ETF Net Inflow (USD) Coinglass
Data shows net Bitcoin ETF inflows of 2,038 BTC over one day, equivalent to about $161.83 million. Over seven days, the tracker reported 11,093 BTC in net inflows, or roughly $880.76 million. The figures indicate buying interest in Bitcoin ETFs while BTC trades below $80,000, a level identified in the underlying market analysis as near-term resistance.
Separate data from SoSoValue showed flows of $174.60 million on Sept. 4. The dataset listed total net assets of $101.25 billion across Bitcoin spot ETFs and cumulative net flows of $55.62 billion.
The available flow data shows that ETF activity remained an important part of the market backdrop as Bitcoin traded under resistance. Continued inflows could help absorb selling pressure near that area, though flow data alone does not establish the direction of the next price move.
The main resistance level remained $80,000. A move above that level could bring the recent $82,500 area into focus, according to the technical setup. A stronger breakdown could put the $72,739 area, near the 200-day EMA, into focus.
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Bitcoin ETF News: Sustained BTC ETF Demand And The Market Implications
JUST IN: U.S. $BTC ETFs saw $986.8 million in inflow this week. pic.twitter.com/DamQf2D2LU
— Whale Insider (@WhaleInsider) September 5, 2026
Based on the latest Bitcoin ETF news, CoinGlass showed Bitcoin open interest at about $53 billion, while trading volume saw several elevated spikes in recent weeks.
The data points to substantial derivatives positioning in the market. That positioning can make the response around major technical levels particularly relevant, especially as Bitcoin trades between nearby resistance and support.
The ETF figures reported offer evidence of demand through their respective measurement windows, while the moving averages describe a market that was still holding above key technical markers. Neither measure guarantees that Bitcoin will break resistance or maintain support. Instead, they frame the levels traders are monitoring as the market tests whether demand can continue to offset selling pressure.
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Nike Stock (NYSE: NKE) is scheduled to leave the S&P 100 before the U.S. market opens on September 21, 2026, as part of the index’s quarterly rebalance. The company will remain a constituent of the broader S&P 500, according to S&P Dow Jones Indices. The change is an index reclassification rather than a delisting.
Nike’s removal from the S&P 100 does not remove the company from the broader large-cap benchmark. Instead, it reflects the company’s position in a rebalance that will also bring Dell Technologies, Palo Alto Networks, Arista Networks and Sandisk into the index.
JUST IN: Nike ($NKE) is getting removed from the S&P 100 after 18 years, following an ~80% stock decline over the past five years. pic.twitter.com/JhVAmHfXrp
— CoinGecko (@coingecko) September 5, 2026
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Nike Stock: A Reclassification, Not a Verdict on the Business
Nike’s departure from the S&P 100 follows a substantial decline in its market value. Shares closed at $38.40 on September 4, valuing the sportswear group at about $57 billion. That valuation was roughly 80% below a November 2021 high of around $281 billion, representing a decline of more than $220 billion in market value.
Nike Stock Price Yahoo Finance
Nike had been an S&P 100 constituent for almost 18 years before the scheduled rebalance. Honeywell Aerospace, Simon Property Group, and Colgate-Palmolive are also set to leave the index, while Nike will continue to be included in the S&P 500. The announcement, therefore, provides a market-value snapshot at a particular point in the company’s recovery effort, rather than a determination of whether its shares can continue trading or whether it remains part of the S&P 500.
Why the Mechanical Impact Should Stay Contained
The immediate practical issue for Nike stock is the scheduled index change itself. S&P Dow Jones Indices said Nike will be removed from the S&P 100 before the market opens on September 21, alongside the other changes in the quarterly rebalance. Investors following the company can separate that calendar event from Nike’s continuing membership in the S&P 500.
The available information does not change Nike’s reported operating results or its stated business priorities. Fiscal 2026 revenue was $46.4 billion, essentially flat from the previous year and down 2% on a currency-neutral basis. Nike Direct revenue fell 6%, Nike Brand Digital revenue declined 12%, and Converse revenue dropped 31%, while wholesale revenue rose 6% on a reported basis.
SanDisk has gone 45x in just 19 months since its IPO and is now replacing Nike in the S&P 100. pic.twitter.com/8QdGwinqce
— Bull Theory (@BullTheoryio) September 6, 2026
The Real Signal Is About Rank, Not Rules
The decline came as Nike faced pressure across its business. Greater China revenue fell 11% (13% currency-neutral) to $5.85 billion, with footwear down 15%, Nike Direct down 12%, and digital sales down 29% on a currency-neutral basis.
Nike cited declining store traffic, heavy promotions, and excess inventory as key drags, and is working to clear inventory with retail partners while repositioning Nike Brand Digital as full-price, reinvesting in wholesale, and pushing product innovation.
The company also faces a more fragmented market, with On and Hoka gaining in performance running and China’s Anta and Li-Ning strengthening locally. CEO Elliott Hill, who returned in October 2024, is focused on product, wholesale relationships, and demand. Nike expects Greater China and Converse pressures to persist through fiscal 2027.
Photo by Stanislav Kondratiev on Pexels
For investors, the S&P 100 change is therefore best viewed alongside those operational measures and financial results. Nike’s continued S&P 500 membership remains unchanged, while its future market value will depend on how its recovery efforts develop.
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In this Coinbase crypto news update, Coinbase filed notice registrations with the SEC on September 1 to offer single-stock perpetual futures to US investors. The filings open a regulatory pathway only. No approval or launch timeline exists yet.
The move would extend Coinbase’s crypto-perpetuals business to individual equities: derivatives with no expiration date that let traders bet on stock prices (like Apple or Nvidia) without owning shares, mirroring the always-on model common on offshore crypto venues.
This follows Coinbase’s August launch of tokenized stock trading outside the US, along with options and RWA perpetuals tied to equity indices. Regulators are still determining how perpetual contracts should be classified under US law: a question underlying this and other pending filings.
We're working to bring single stock perps to the US. This week, we filed SEC-notice registrations for our derivatives exchange and broker. We'll be collaborating closely with the SEC and CFTC to bring more major financial products onshore. pic.twitter.com/6wvjLXRwih
— Coinbase (@coinbase) September 3, 2026
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Coinbase Crypto News: How Coinbase’s Two Filings Could Enable US Stock Perpetuals
Two Coinbase entities filed: Coinbase Derivatives, LLC filed a Form 1-N (the entity behind its existing futures products), while Coinbase Financial Markets, Inc. filed a Form BD-N to register as a security futures product broker-dealer under Securities Exchange Act Section 15(b)(11).
Neither filing guarantees a set launch timeline. Notice registrations only open the door, with final approval resting with regulators. Coinbase said it plans to work with both the SEC and CFTC to bring more products onshore, framing this as one step in a longer process rather than a finished launch.
The dual-agency structure matters because equity perpetuals must satisfy both securities and commodities regulators: a coordination hurdle that has slowed similar products before.
Coinbase hasn’t disclosed which stocks would qualify, leverage levels, margin/funding mechanics, or trading hours.
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Why the Perpetual-Futures Classification Is Still Contested
This Coinbase crypto news hasn’t gone unchallenged. In May, the CFTC approved Kalshi to offer Bitcoin perpetual futures: the first time the product cleared for the US market – a decision CME Group said it would challenge in court, arguing that perpetuals should be regulated as swaps rather than futures.
CME CEO Terrence Duffy has argued that the company’s exclusive licensing deals with benchmark providers mean any perpetual contract tied to those benchmarks still has to run through CME, according to the primary reporting. CFTC Chair Michael Selig has defended the original Kalshi approval as a way to bring regulated, expiration-free products onshore under US oversight rather than leaving that volume on offshore platforms.
Photo by RDNE Stock project on Pexels
That classification dispute (futures versus swaps) is not specific to crypto. It applies to any perpetual structure, including the equity contracts Coinbase is now proposing, and its resolution in court could shape what conditions regulators eventually attach to single-stock perpetuals if they move toward approval.
What a US Launch Would Mean for Traders and Rivals
If approved, single-stock perpetuals would extend Coinbase’s US derivatives lineup from crypto-only contracts toward individual equities, giving traders a way to gain leveraged, long or short exposure without holding shares outright. But the mechanics that would actually determine risk like leverage caps, margin requirements, funding rates, and eligible customer base.
Remain undisclosed, and the primary source confirms none of them.
Photo by Romulo Queiroz on Pexels
Coinbase’s broader strategy already includes non-US tokenized stocks, options trading, equity-index perpetuals, and pre-IPO perpetual futures. Basically testing crypto-native trading formats against traditional equity products. Any competitive pressure on listed options venues or incumbent exchanges remains prospective, since the product isn’t approved and no launch date exists. This mirrors Coinbase’s UK stock-trading push under FCA and MiFID rules: building parallel regulated pathways into equities across jurisdictions rather than one unified product.
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The S&P 500 gained 11.5% year-to-date through September 1, 2026, with the Nasdaq Composite up 12.3% and the Russell 2000 leading at 17.7%, according to figures cited by TheStreet. Those gains came despite a March correction tied to the Iran war and a fresh bout of selling in early September, underscoring how tightly index performance now tracks sentiment around the AI infrastructure capital-spending cycle.
Against that backdrop, Morgan Stanley’s head of U.S. public-policy research, Ariana Salvatore, told CNBC that the investor question has shifted. It is no longer a question of whether demand for AI compute exists, but of whether hyperscalers can secure permitting, power, and community support fast enough to convert that demand into revenue. Morgan Stanley estimates U.S. hyperscaler spending at $800 billion in 2026 and nearly $1.1 trillion in 2027, per Reuters – a scale of AI infrastructure buildout that leaves little room for prolonged execution failure.
AI CapEx Survives the Political Squeeze
Salvatore described public opposition to data centers as having become powerful and bipartisan, with politicians across the spectrum now responding to it. She pointed to three specific pressure points driving the backlash: rising utility bills, environmental concerns tied to water consumption, and quality-of-life disruption from construction near residential communities.
Crucially, she framed the resistance as local rather than ideological – surfacing in both Republican- and Democratic-led states. Texas Governor Greg Abbott and Pennsylvania Governor Josh Shapiro were cited as examples of governors tightening oversight regardless of party. Even so, Salvatore’s conclusion remained constructive: Morgan Stanley believes the capex story is still intact, with more than a trillion dollars in hyperscaler spending expected next year, a view that echoes concerns raised elsewhere about whether that spending will translate into durable returns.
Timing Delays and Geographic Dispersion
The distinction Salvatore drew is between demand destruction and demand deferral. Rather than canceling budgets outright, hyperscalers are more likely to postpone projects in politically sensitive regions and redirect capacity toward states with more available energy, water, and public tolerance – a pattern Morgan Stanley describes as timing delays paired with geographic dispersion.
That reshuffling has real physical constraints behind it. Data centers can typically connect to the grid within two to three years, according to PJM, while a new power plant can take four to six years to come online – a mismatch that puts sustained pressure on permitting timelines regardless of political mood. A delayed project doesn’t erase demand for chip, networking, cooling, and electrical equipment; it pushes those orders into later quarters.
Photo by Ola Noland on Pexels
The state-level evidence is already visible. Texas Governor Abbott ordered an audit of data-center projects seeking ERCOT interconnection before approval, with Utility Dive reporting that ERCOT is evaluating 474 gigawatts of proposed load – more than five times the state’s record peak demand. Pennsylvania has pulled AI data centers out of fast-track permitting, now requiring local approval, developer-funded energy infrastructure, and water conservation measures, while New York has paused permits for facilities of 50 megawatts or more amid nearly 12 gigawatts of queued demand, according to Reuters. As permitting friction pushes some developers toward alternative capital structures, financing mechanisms tied directly to GPU-backed infrastructure lending are becoming a more visible part of how projects get funded around these bottlenecks.
Execution Risk and Stock Selection
Morgan Stanley’s framing separates demand risk, which it views as largely intact, from execution risk, which it sees as rising. Longer permitting schedules, higher energy costs, and community-benefit requirements could compress project returns, with the damage concentrated among the most leveraged operators rather than spread evenly across the AI trade.
The firm’s stronger-exposure category includes profitable platforms and suppliers with contracted backlogs, pricing power, diversified customer bases, and balance sheets strong enough to absorb delays. The weaker category includes leveraged developers, speculative utilities, and vendors whose forecasts assume every planned campus opens on schedule – an assumption that permitting and power-grid realities increasingly undercut.
The stakes for stock selection are amplified by concentration. Over the three years through early 2026, the S&P 500 gained 76% versus 32% for an index excluding AI-linked names, per Yahoo Finance – a gap wide enough that any broad disruption to the data center buildout would ripple well beyond chipmakers, particularly if it coincides with other sources of geopolitical pressure on AI-linked equities.
Photo by StockRadars Co., on Pexels What the Delay Risk Means for Portfolio Exposure
Morgan Stanley’s message is constructive but conditional: political resistance doesn’t erase compute demand, but it raises the cost and timeline of converting hyperscaler capex into operating capacity. Delayed projects can redirect equipment sales into later quarters rather than kill them, while geographic dispersion tends to redistribute winners among utilities, developers, and infrastructure suppliers rather than concentrate losses.
For investors, the practical takeaway is to weight exposure toward contracted backlogs, pricing power, customer diversification, and balance-sheet strength, while treating leverage and on-schedule campus assumptions as flags rather than baseline cases. No price targets or valuation ranges accompanied Morgan Stanley’s comments, and the analysis here is not a substitute for individualized investment advice – it is a reminder that the AI infrastructure thesis and the AI infrastructure timeline are no longer the same trade.
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In Bitcoin ETF news, US-listed ETFs saw around $3.5Bn in inflows across August, marking their biggest monthly inflow in more than a year, according to Bloomberg reporting by Isabelle Lee and Philip Lagerkranser, published September 1, 2026.
The renewed inflows arrived as Bitcoin struggled to hold around $80,000, a level Bloomberg described as a test for the token’s latest rally.
August was the best month of the year for crypto ETFs, with inflows of +$5.5B, of which $3.3B went to Bitcoin. YTD remains negative: -$1.07B In August, bitcoin:native ETF received $3.33B, but that’s still less than the outflow in June alone $4.51B. BTC ETFs have not yet… pic.twitter.com/tSf04yXCJn
— Alex (@obchakevich_) September 1, 2026
Bloomberg’s report centers on investors who helped bring Bitcoin into its Wall Street era and who are showing signs of returning. The combination of sizable August ETF inflows and Bitcoin’s difficulty holding near $80,000 leaves an important question open: whether the latest rally can develop into something bigger.
The reported inflow figure establishes that money entered US-listed Bitcoin ETFs during August, but the report presents the market’s next phase as a test rather than a settled outcome.
Bitcoin ETF News: How August ETF Inflows Put the $80,000 Rally to the Test
The August figure is the key measure in Bloomberg’s account. About $3.5Bn flowed into US-listed Bitcoin ETFs during the month, making it the largest monthly inflow in more than a year.
At the same time, Bitcoin was struggling to hold around $80,000. Those two facts give the report its central tension: investor interest in the ETF products had strengthened, while the token’s hold on a closely watched price area remained uncertain.
Net inflows describe the amount reported as entering the ETF group over the period. In this case, Bloomberg identifies August as a notably strong month for US-listed Bitcoin ETFs, without presenting the inflow number as a guarantee of Bitcoin’s price action next. The reporting instead places the ETF activity alongside the ongoing effort to hold near $80,000.
That distinction is important to the article’s framing. A large monthly inflow is a concrete data point, whereas the durability of a rally is a separate question.
Bloomberg characterizes the return of the investors involved in Bitcoin’s Wall Street era as a crucial test, not as confirmation that the latest move has already become a larger or lasting advance.
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Reading the Return of Bitcoin ETF Buyers
The Bloomberg report says the investors who helped propel Bitcoin into its Wall Street era are showing signs of coming back. August’s roughly $3.5Bn in inflows provides the numerical basis for that observation. It also makes the month stand out relative to prior-year ETF activity, with Bloomberg calling it the largest monthly inflow in more than a year.
Still, the supplied reporting does not resolve why those investors returned, how long their activity may continue, or how the flows were distributed among individual US-listed Bitcoin ETFs. It also does not establish a direct causal relationship between the August inflows and Bitcoin’s price near $80,000.
Rather than filling those gaps with assumptions, the available evidence supports a narrower reading: ETF inflows rebounded substantially in August, while Bitcoin struggled to hold around that level.
The $80,000 area therefore functions as a market reference point in Bloomberg’s coverage. Bitcoin’s ability to hold around it is presented alongside the return of ETF buyers, making the level relevant to the question of whether the latest rally can become something bigger. The report does not offer a price forecast or identify a definitive outcome for that test.
SOURCE: CoinGlass What the August Data Establishes
In other Bitcoin ETF news, the available evidence establishes three points. First, about $3.5Bn entered US-listed Bitcoin ETFs in August. Second, that was the largest monthly inflow in more than a year.
Third, Bitcoin was struggling to hold around $80,000 as those inflows were reported. Together, those points explain why Bloomberg views the return of ETF buyers as significant for the current rally.
They do not, on their own, establish that the inflows will continue, that Bitcoin will remain near $80,000, or that the rally will expand. Bloomberg’s framing leaves those matters open.
For now, the August ETF total is a strong recent signal of returning interest in the products, while Bitcoin’s position around $80,000 remains the immediate test highlighted in the report.
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1789 Capital, the venture firm linked to Donald Trump Jr., has led a new $1Bn funding round for the ongoing Polymarket raise, valuing the prediction-market platform at $21Bn. Alexa Henning, a spokesperson for 1789 Capital, said the firm will invest about $300M in the round.
The Trump Jr-linked venture firm had previously invested roughly $200M in Polymarket, the report said. The new investment adds to the firm’s existing exposure to the platform.
Trump Jr.-Backed 1789 Capital to Add About $300M to Polymarket at $21B Valuation The Wall Street Journal reported that 1789 Capital, where Donald Trump Jr. is a partner, plans to invest about $300 million more in prediction market platform Polymarket. The investment is part of a… pic.twitter.com/sAvdcxfS2D
— Wu Blockchain (@WuBlockchain) August 31, 2026
Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, which previously invested heavily in Polymarket’s earlier funding rounds, has indicated it is considering participating in or providing support for the current round.
Aside from ICE and 1789 Capital, earlier investor backing in recent months included hedge fund D.E. Shaw & Co. and venture capital firm G Squared, all huge names in the VC industry, signaling that a potential Polymarket IPO would likely see huge demand.
Polymarket Raise: Prediction Market Valuation Has Risen From $15Bn to $21Bn in a Few Months
Polymarket was valued at around $15Bn only a few months earlier, according to the report. The new $21Bn valuation represents a 40% increase, as reported by The Wall Street Journal.
Kalshi, Polymarket’s main rival, allows users to bet on outcomes across a range of events, including presidential remarks and reality-TV results. Both platforms have grown significantly in popularity over the past year, according to the Traders Union report.
Per data from PolymarketAnalytics.com, there are over 209,000 markets available, and the platform has processed more than $67M in volume over the past 24-hours, with a reported $46Bn in volume since it launched three years ago.
SOURCE: TokenTerminal Trump Family Involvement in Prediction Markets
The latest Polymarket raise comes as the Trump family’s presence in the crypto industry continues to expand. In 2025, Trump Jr. became an adviser to Kalshi and received shares in the company worth more than $300,000, according to the report. He also serves as an adviser to Polymarket.
President Donald Trump’s administration has taken an increasingly favorable stance toward prediction markets, the report said. Michael Selig, identified as Trump’s appointee to head the US Commodity Futures Trading Commission, has publicly supported such platforms, while the agency has challenged efforts by individual states to regulate them independently.
Investor Caution Around Trump-Linked Projects
TRUMP CRYPTO BUYERS ARE $4.7B UNDERWATER! A new Public Citizen report estimates investors in Trump-linked crypto products are down at least $4.7 billion. Most of that is paper losses, not cash already sold. The group puts $TRUMP at $3.2 billion, $WLFI at $1 billion, Trump… pic.twitter.com/93uS8Xq8X7
— Crypto Banter (@crypto_banter) August 28, 2026
The Trump family’s involvement in crypto remains controversial. Advocacy group Public Citizen estimated that investors in projects linked to Donald Trump have lost at least $4.7Bn, with most of those losses unrealized, according to the report.
About $3.2Bn of the estimated losses is tied to the TRUMP memecoin, while at least another $1Bn is linked to World Liberty Financial’s WLFI token. Public Citizen also attributed investor losses to Trump Media’s Bitcoin treasury and Trump’s digital trading card collections.
The group said Trump earned at least $1.4Bn from crypto-related ventures in 2025, including income connected to tokens allocated to a company linked to the president and licensing fees.
This article is for informational purposes only and does not constitute investment advice.
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In AI news today, Bullish will provide USD.AI with a $100M stablecoin debt facility to fund non-recourse loans backed by GPUs and other AI computing infrastructure, according to a social media post from USD.AI.
The arrangement connects crypto liquidity with physical data-center hardware and expands Bullish’s role into AI infrastructure financing.
Compute is becoming a credit market.@Bullish's $100M facility will allow USDAI to finance the AI buildout while creating deeper, more transparent markets for compute-backed credit. pic.twitter.com/X005YbkQpt
— USD.AI (@USDai_Official) August 28, 2026
USD.AI, developed by Permian Labs, is a stablecoin protocol designed to connect decentralized finance with financing for computing infrastructure, according to Traders Union. More than $225M in crypto assets was locked in the protocol at the time of publication.
The facility is intended to direct additional on-chain capital to companies that need GPU capacity to train and run AI models. The deal links private credit for AI infrastructure with the use of crypto liquidity to finance real-world assets.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
AI News: How Bullish’s GPU-Backed Facility Works
Under the arrangement, Bullish’s debt financing allows USD.AI to issue loans secured by GPUs, which a Traders Union report \describes as among the most capital-intensive components of the data-center infrastructure required for AI development.
The structure allows on-chain capital raised through USD.AI to flow to operators of AI computing capacity, with the hardware serving as collateral rather than the borrower’s broader corporate balance sheet.
The mechanism links on-chain liquidity with assets outside the blockchain. Traders Union reported that USD.AI’s model allows capital from the crypto sector to finance physical equipment, with GPUs serving as collateral for loans.
Permian Labs CEO David Choi said computing capacity is gradually becoming a credit market in its own right, and that the Bullish financing would allow USD.AI to expand lending for AI infrastructure and develop the market for debt instruments backed by computing equipment.
The facility addresses financing needs associated with data-center construction and specialized processor purchases, both of which require substantial investment.
Those capital requirements create opportunities for private credit alongside traditional bank financing, while USD.AI is positioning stablecoin deposits as a source of capital for computing infrastructure.
What the Deal Means for Crypto and AI Infrastructure
SOURCE: Yahoo Finance
In other AI news, beyond the lending facility, Bullish plans to list USD.AI’s yield-bearing sUSDai token across several trading pairs, a move intended to create secondary-market liquidity for investors seeking exposure to GPU-backed debt instruments.
For Bullish, the agreement expands its presence beyond conventional cryptocurrency trading into infrastructure financing, using crypto-market liquidity as a funding source for loans against physical equipment.
The timing follows Bullish’s move toward traditional capital markets. The exchange, which was spun out of Block.one and backed by investors including Peter Thiel and Nomura, filed for an initial public offering on the New York Stock Exchange under the ticker BLSH in July 2025.
At that time, cumulative trading volume on the platform since launch had reached $1.25 trillion, while average daily volume in the first quarter of 2025 stood at $2.5Bn.
The agreement brings stablecoin-based financing to the market for AI computing infrastructure, with USD.AI using GPU hardware as collateral and Bullish planning to provide trading support for sUSDai. It also reflects Bullish’s stated expansion beyond traditional cryptocurrency trading.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
This article is for informational purposes only and does not constitute investment advice.
The post Bullish Expands Into AI Infrastructure Lending With USD.AI Deal appeared first on Tokenist.

In Trump UAE news, an entity backed by Sheikh Tahnoon bin Zayed Al Nahyan and co-investors holds a reported 49% stake in WLTC Holdings, the holding company World Liberty Financial created for its proposed U.S. trust-bank venture, according to The Wall Street Journal, citing people familiar with the matter.
The reported stake extends the business relationship between the Trump-backed cryptocurrency company and Tahnoon, who serves as the United Arab Emirates’ national security adviser and is the brother of the country’s president.
The Journal previously reported that Tahnoon backed a $500M investment in World Liberty Financial in exchange for a separate 49% stake in the company. That earlier investment is distinct from the reported WLTC Holdings stake.
The “spy sheikh” is now a major backer of the Trump family’s new crypto bank. Sheikh Tahnoon bin Zayed, UAE national security adviser and brother of the country’s president, sits behind a 49% stake in the holding company for World Liberty’s planned U.S. bank. A Trump-family… pic.twitter.com/wV4laIAK6f
— Mario Nawfal (@MarioNawfal) August 28, 2026
How the Proposed Trump UAE Trust Bank Would Handle USD1
The Office of the Comptroller of the Currency granted World Liberty Trust Company preliminary conditional approval in August 2026 to launch a federally chartered national trust bank.
If it receives final approval, the bank would issue, redeem, and safeguard USD1, World Liberty Financial’s dollar-backed stablecoin, under federal supervision.
The preliminary approval is not final. World Liberty Trust Company can begin operations only after meeting the regulator’s pre-opening requirements and receiving final approval. Until then, the proposed bank cannot operate as the vehicle for issuing, redeeming, or safeguarding USD1.
Ownership Structure for the Trump Bank Initiative
@realDonaldTrump's planned #crypto bank is nearly half-owned by UAE investors. StringZ Holding RSC — linked to Sheikh Tahnoon bin Zayed al Nahyan, the UAE's national security advisor and brother of its president — holds a 49% stake in WLTC Holdings. An entity affiliated with… pic.twitter.com/YQwAABfGF6
— Mpost Media Group (@mpost_io) August 28, 2026
Supplementary reporting identified StringZ Holding RSC as an investor in WLTC Holdings and said the OCC’s decision names StringZ as one of the holding company’s investors. The OCC did not disclose who stands behind StringZ or the size of its stake, according to that reporting.
The same reporting said StringZ committed not to influence the bank’s operations. Separately, the Journal reported that Tahnoon and co-investors are behind an entity holding the largest stake, 49%, in WLTC Holdings, while the charter remains subject to the OCC’s remaining conditions.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
What Final Approval Would Mean for USD1
SOURCE: CoinGecko
Final approval would allow World Liberty Trust Company to carry out the issuance, redemption, and safeguarding functions described in its conditional approval for USD1. The bank’s launch remains dependent on completion of the OCC’s pre-opening requirements and final regulatory approval.
For now, the reported ownership stake and the conditional approval define the structure around the proposed bank, while its operations have yet to begin.
USD1 is the 24th-largest digital asset, with a market cap of over $4.1Bn and a 24-hour trading volume of $1.1Bn. It has grown by over $1.5Bn since the beginning of 2026, driven by rising token issuance due to demand.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
This article is for informational purposes only and does not constitute investment advice.
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In Coinbase crypto news today, the leading digital asset exchange and Better Mortgage have launched the first token-backed conforming mortgage product nationwide, according to reporting published August 27, 2026.
A June waitlist for the product represented more than $260M in projected loan volume, with 60% of respondents expecting to buy a home within six months-an early indication of interest from crypto holders seeking to use digital assets in home financing.
Rather than requiring borrowers to sell crypto to help fund a down payment, the product allows them to pledge Bitcoin as collateral for a separate loan. That structure lets borrowers retain exposure to their Bitcoin while using the arrangement to support a home purchase.
Crypto-backed mortgages have moved in. Borrowers in the US can now use Bitcoin as collateral for a down payment – without having to sell it or face margin calls. Plus, Coinbase One members can get up to $10,000 back at closing. pic.twitter.com/wMroUwVahX
— Coinbase (@coinbase) August 26, 2026
Coinbase Crypto News: Why Cash-Poor, Crypto-Rich Buyers Are the Target
Better Mortgage estimates that 41% of its pre-approved customers meet income and credit requirements but lack enough cash for a conventional down payment. The product is designed for borrowers who qualify for a mortgage but hold wealth in digital assets rather than traditional savings accounts.
The approach may particularly appeal to younger buyers whose net worth is concentrated in Bitcoin or other digital assets rather than in traditional brokerage or bank balances. By pledging Bitcoin rather than selling it, borrowers may avoid realizing taxable gains and retain the potential for future appreciation.
SOURCE: Yahoo Finance How the Coinbase-Backed Mortgage Works
The structure consists of two loans. Better Mortgage originates and services both, while Coinbase provides the digital-asset infrastructure behind the collateral. The first lien is structured to meet Fannie Mae guidelines and functions as a standard conforming mortgage.
The second loan funds the cash down payment and is secured by pledged Bitcoin and a second lien on the home. At launch, Bitcoin is the accepted collateral asset; Better Mortgage says other assets may be added in the future.
Pledged Bitcoin remains in Better Mortgage’s custodial account on the Coinbase platform as collateral for the down-payment loan. Better Mortgage lists 15-year and 30-year fixed mortgage options and says eligible Coinbase One members can receive up to $10,000 in closing-cost lender credits.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
Coinbase Crypto News: The Crypto Collateral Adds a Second Layer of Housing Risk
The crypto-secured obligation is separate from the conforming first mortgage and carries its own second lien on the property. Borrowers therefore take on both the standard obligations of a mortgage and the terms of a separate down-payment loan backed by Bitcoin.
Better Mortgage says Bitcoin price volatility does not affect the mortgage or the separate down-payment loan, and that borrowers are not required to add collateral if Bitcoin’s value falls.
The company also says market movements do not trigger liquidation. Payment delinquency, however, can have consequences: delinquency begins the day after a missed payment; borrowers have 30 days to bring the account current,
Additionally, Better Mortgage may liquidate pledged Bitcoin after 60 days of continued delinquency. Foreclosure proceedings on the home begin separately at day 180 of delinquency, in line with Fannie Mae guidelines.
JUST IN: Coinbase and Better Mortgage launch crypto-backed mortgages, allowing U.S. borrowers to use #Bitcoin as collateral for a home down payment without selling their assets or facing margin calls. The loans allow users to secure a property without selling their $BTC. pic.twitter.com/milclGnB7L
— Bitcoin.com News (@BitcoinNews) August 26, 2026
A Broader Use Case for Crypto Wealth
In other Coinbase crypto news, the mortgage launch expands crypto’s use beyond trading by bringing digital assets into mortgage underwriting. It also supports the company’s broader effort to connect crypto wealth with real-world spending and borrowing needs
The waitlist data suggests the offering is reaching an existing customer base: 76% of June respondents were already Coinbase One members.
For Better Mortgage, the partnership could help attract customers and distinguish its platform in a difficult housing market. Coinbase shares had lost 14.9% year-to-date at the time of the launch’s reporting, according to Zacks.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
This article is for informational purposes only and does not constitute financial, legal, or investment advice regarding Bitcoin, Coinbase stock, or any mortgage product discussed.
The post Coinbase Crypto News: Bitcoin Collateral Opens a New Route for Mortgages appeared first on Tokenist.

Nvidia is at the center of conflicting reports about a possible acquisition of Hugging Face, the AI platform where developers and researchers share, find, test, and deploy models and datasets. Business Insider reported on August 26 that Nvidia and Hugging Face had held acquisition discussions in recent weeks, with a deal valuing Hugging Face at more than $13 billion.
Citing a person familiar with the matter, the report said no deal had been reached, and the talks could still fall apart. A separate account attributed to The Information reported that Nvidia had agreed to buy Hugging Face for $12.9Bn, though neither company has confirmed a transaction.
Nvidia has reportedly agreed to buy Hugging Face, the popular open-source AI hub, for $12.9 billion in a move that would let Nvidia both protect its chip empire and jump back into the cloud business.https://t.co/v9gaZr4Kdd
— TechCrunch (@TechCrunch) August 27, 2026
The reports describe materially different situations: ongoing discussions in one account and an agreed deal in the other. TechCrunch reported on August 24 that it was unclear which company or companies had approached Hugging Face with offers valuing it at $13Bn or more.
The startup was reportedly in talks with banks to help evaluate bids. Until Nvidia or Hugging Face confirms the status of any transaction, the reported prices and the state of the talks remain unconfirmed.
Nvidia Hugging Face Deal Reports: Why the $12.9Bn and $13Bn-Plus Figures Differ
The difference between the reported values is less important than the difference in how the accounts characterize the situation. Business Insider described Hugging Face as fielding takeover interest while holding acquisition conversations with Nvidia. The Information reported that Nvidia had agreed to buy Hugging Face. Neither company has confirmed either account.
Key terms of any possible transaction have not been disclosed in the reporting provided. The reported accounts do not establish what a deal would include beyond their differing valuations and descriptions of its status. That leaves the $12.9Bn and more-than-$13-Bnfigures as reported values rather than confirmed terms.
Nvidia and Hugging Face already have a relationship. Business Insider reported that Nvidia participated in Hugging Face’s $235M funding round in 2023, valuing the startup at $ 4.5Bn.
Hugging Face also turned down a $500M investment offer from Nvidia earlier this year that would have valued it at $7Bn, according to reporting by the Financial Times. The company said at the time that it did not want a single dominant investor to sway decisions. A reported valuation above $13Bn would be substantially higher than that earlier $7Bn valuation.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
Why Hugging Face Matters in Open-Source AI
Hugging Face operates a platform used by developers and researchers to share, find, test, and deploy AI models and datasets. Business Insider described the company as being at the center of the open-source AI ecosystem, hosting millions of models and datasets that developers can build on. The platform’s role gives it a connection to developers working with open-source AI tools.
Hugging Face CEO Clem Delangue said on a TechCrunch Equity podcast episode that the company was close to profitability and had only recently begun using money raised three years earlier. He characterized the company’s focus as long-term sustainability rather than short-term profits or fundraising maximization.
Delangue also discussed Hugging Face’s responsibility to the community that shares data and models through the platform. Those comments underscore the importance of the community and platform mission in any discussion of a potential sale.
The reported interest arrives amid broader attention on companies providing AI infrastructure services. TechCrunch cited Stripe’s reported $7 billion acquisition of AI gateway startup OpenRouter as an example.
Business Insider also noted that Hugging Face supports models and hardware from across the industry, including Nvidia competitors AMD and Intel. That breadth of support is part of the platform’s neutrality and would be relevant to how users view any change in ownership.
What the Reports Mean for Nvidia Investors
SOURCE: Yahoo Finance
The reported values suggest significant potential for an acquisition, but no deal has been confirmed. Business Insider noted that Nvidia has $18Bn for equity investments this fiscal year and $47.9Bn in private companies, providing context but not confirming an agreement with Hugging Face.
There are conflicting reports: one claims talks are ongoing and could fail, while another states an agreement has been reached. Hugging Face previously declined Nvidia’s investment offer, citing concerns about a dominant investor’s influence.
Investors should view the figures of $12.9Bn and $13Bn as unconfirmed. Clarity will come with confirmation from Nvidia or Hugging Face, or further reporting to address the discrepancies. Until then, the Nvidia Hugging Face potential acquisition remains uncertain.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
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StarkWare says a Bitcoin transaction built with its Quantum-Safe Bitcoin, or QSB, method has been mined on mainnet. The company describes it as the first mainnet transaction of its kind.
It is designed to withstand an adversary using a working quantum computer. The demonstration required no change to Bitcoin’s consensus rules, according to StarkWare’s announcement.
StarkWare Researcher Executes First Quantum-Safe Bitcoin Transaction on Mainnet StarkWare researcher Avihu Levy’s Quantum-Safe Bitcoin (QSB) scheme has completed its first confirmed transaction on the Bitcoin mainnet, demonstrating a way to protect transactions from… pic.twitter.com/ZiCoQdMuhD
— Wu Blockchain (@WuBlockchain) August 27, 2026
QSB offers Bitcoin holders a way to move coins into storage protected by a hash-based construction rather than relying solely on elliptic-curve cryptography.
The method is not a conventional Bitcoin transfer: it requires substantial offchain computation and a direct route to a miner willing to accept a nonstandard transaction.
How QSB Protects a Bitcoin Quantum Spend Without a Consensus Change
Bitcoin signatures use elliptic-curve cryptography, which could be compromised by Shor’s algorithm on a powerful quantum computer, allowing an attacker to extract a private key from its public key.
Most Bitcoin addresses are hashes of public keys, keeping the public keys hidden until the addresses are spent. When a transaction is created, the public key is revealed, creating a window of opportunity for a quantum adversary to steal coins.
StarkWare’s QSB addresses this risk by adding a second layer of protection using hash functions, as Shor’s algorithm cannot break these.
The method involves signature grinding, allowing the sender to find a transaction hash that is also a valid Bitcoin signature before broadcasting. This shift means the output depends on hash difficulty rather than private key secrecy.
While QSB enhances security by moving coins to a hash-based output, it doesn’t make Bitcoin entirely quantum-safe. It can’t protect addresses where the public key has already been published, as an adversary could derive the private key before the transaction is sent.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
Why the Method Requires Computation and Miner Cooperation
StarkWare says the approach currently costs several hundred dollars in computation. Supplementary reporting by Cointelegraph said StarkWare described the process as taking hours of computation and estimated a completed-transaction cost of roughly $150 to $200.
QSB transactions also use nonstandard formats, meaning they do not travel through Bitcoin’s ordinary mempool under default relay policies. Instead, they need a direct submission path to a miner. StarkWare said MARA Slipstream provided that path for the demonstration.
The direct-miner requirement is a practical limitation. A holder seeking to move coins into the QSB construction must arrange for a miner to receive and include a nonstandard transaction rather than simply broadcast it through the standard peer-to-peer network. The method therefore remains distinct from an ordinary Bitcoin payment, which can be propagated through the usual mempool.
What the Mainnet Demonstration Changes
THis is definitely a move in the right direction. HOWEVER, QSB acts as an opt-in "parachute" for moving coins to quantum-resistant storage at a cost of ~$75-150 per transaction; it is NOT a network-wide fix and leaves most Bitcoin, including Taproot and Lightning, still… https://t.co/afgD2lbVCZ
— Digital Asset News (@NewsAsset) August 27, 2026
The demonstration establishes that a quantum-resistant spending construction can operate within Bitcoin’s existing rules without waiting for a protocol change. StarkWare nevertheless maintains that a soft fork is the better long-term approach to delivering broader quantum resistance across Bitcoin.
The method’s limitation is central to its use. QSB can protect coins before the relevant public key is exposed, but it cannot help an address whose public key was already visible before the transaction. In that situation, a future quantum adversary could already have access to the information needed to attempt private-key recovery.
StarkWare CEO Eli Ben-Sasson characterized the transaction as reassurance that Bitcoin holdings can be protected before a soft fork, while continuing to support a soft fork as the preferred long-term solution.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
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In AI news today, Alibaba founder Jack Ma reportedly bought more than HK$600M, or about US$76.5M, of Alibaba Group Holding shares over consecutive days following the company’s August 23 announcement of an HK$80Bn Hong Kong share placement.
The South China Morning Post reported the purchases, citing people familiar with the matter. Alibaba chairman Joe Tsai and chief executive Eddie Wu also bought a combined HK$202M of shares over two days, according to Hong Kong stock-exchange filings.
JUST IN: Jack Ma has reportedly bought more than $76 million worth of Alibaba shares to support the company's AI spending push.
— Polymarket (@Polymarket) August 25, 2026
Alibaba shares traded up 1.4% at around HK$115.80 on Wednesday, compared with a gain of about 0.7% for the Hang Seng Index. The gains followed a sharp decline on Monday, when Alibaba shares fell as much as 10% after the company priced its new shares at an 8.4% discount to the previous close.
The HK$80 Bn offering consists of 710 million new shares priced at HK$112.70 each and was expected to close on Wednesday. Alibaba said the net proceeds would be used to expand its full-stack AI capabilities, including chips, computing infrastructure, and AI models. The placement was described in the report as the largest-ever primary follow-on offering by a Hong Kong-listed company.
AI News: Jack Ma’s Alibaba Share Purchase and Insider Buying
SOURCE: Yahoo Finance
Ma’s purchase was reported by the media, while Tsai’s and Wu’s transactions were tied to Hong Kong stock exchange filings. Tsai bought about HK$82M of shares on Tuesday after purchasing about HK$80M on Monday. Wu acquired roughly HK$40M of shares on Monday.
Bloomberg reported that Tsai and Wu bought about HK$120M, or US$15.3M, of shares on Monday following the stock slump. Bloomberg also reported that the two executives together own less than 2% of Alibaba.
The purchases came after Alibaba announced the placement on August 23, as investors assessed both the discounted share issuance and the company’s AI investment plans.
The reported buying by Ma, Tsai, and Wu offers a counterpoint to those concerns, while the placement itself increases the number of shares the company has issued.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
Alibaba’s Full-Stack AI Investment Plan
They punished Alibaba for doing the one thing that's working: Alibaba raised $10 billion at a discount to build AI and the stock cracked 8.5%. Bloomberg says the raise was three times oversubscribed anyway. While retail was running, the chairman and the CEO were writing checks:… pic.twitter.com/Hm86ZowyLP
— Rand Group (@randgroup) August 25, 2026
Alibaba said the placement proceeds will support full-stack AI capabilities covering chips, computing infrastructure, and AI models. The new funding comes alongside a broader commitment by Alibaba to spend more than 380 billion yuan, or about US$56.5 billion, over three years on AI infrastructure.
Qwen models have been gaining traction in China. Together, the placement and the wider infrastructure commitment underscore the scale of Alibaba’s AI push, even as investors weigh the cost of that expansion against its potential returns.
Dilution and the Return-on-Investment Question
In other AI news, the 710 million new shares issued through the placement expand Alibaba’s share count. The offering was priced at an 8.4% discount to the previous close, and Alibaba shares fell as much as 10% on Monday after the pricing as investors raised concerns about dilution and returns from the company’s AI investments.
Those concerns follow Alibaba’s sharp increase in capital spending and a 75% year-on-year decline in quarterly net profit, largely reflecting the cost of its AI expansion.
The company’s stated commitment to more than 380 billion yuan in AI infrastructure spending over three years puts the focus on whether its investment in chips, computing infrastructure and AI models can produce adequate returns.
Ma’s reported purchase and the disclosed transactions by Tsai and Wu signal support from senior leadership following the capital raise. For investors, however, the key questions remain the effect of the new share issuance, the cost of Alibaba’s AI expansion, and the returns generated by the company’s AI strategy.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
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In Coinbase crypto news, the exchange launched tokenized versions of Apple (AAPL), Nvidia (NVDA), Meta (META) and Alphabet (GOOGL) shares on its Base network, giving eligible investors outside the United States a way to trade US equity exposure around the clock.
The four products, AAPLc, NVDAc, METAc and GOOGLc, are structured as B20 tokens backed 1:1 by shares held in segregated custody through Alpaca Securities, an SEC-registered broker-dealer, according to Base’s Aug. 25 announcement.
Base Launches Coinbase Tokenized Stocks, Bringing Apple and NVIDIA Shares Onchain Base announced that Coinbase-issued tokenized stocks are now live on the Base network under the B20 standard. The tokens represent real shares held 1:1 by regulated custodians, allowing eligible… pic.twitter.com/SC79ZnX9p1
— Wu Blockchain (@WuBlockchain) August 24, 2026
The launch moves a product Coinbase previously ran on its own exchange into an open, composable blockchain environment where tokens can move between self-custodial wallets, decentralized exchanges, and lending markets without a brokerage intermediary sitting between every transfer.
Base said the products are now available natively on the network, extending Coinbase’s push into tokenized stocks as a bridge between conventional equity markets and DeFi.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bullrun?
Coinbase Crypto News: Base Tokenized Stocks: 1:1 Share Backing, Alpaca Custody, B20 Tokens, and How the Products Work
SOURCE: Yahoo Finance
Each token represents a beneficial interest in an underlying share rather than direct legal title or a synthetic derivative that merely tracks price, according to the NVIDIA prospectus approved by the Financial Services Regulatory Authority on Aug. 4 under Abu Dhabi Global Market rules.
Coinbase Onchain SPV Ltd., a Coinbase-controlled entity incorporated in the ADGM, formally issues the securities and initially holds one corresponding share for each token minted, which is held through a segregated custody account.
Alpaca Securities, an SEC-registered broker-dealer and member of the Financial Industry Regulatory Authority and Securities Investor Protection Corporation, buys, sells, and custodies the underlying equities on the issuer’s behalf.
The prospectus states that deposited shares are held in trust for tokenholders, and, subject to the validity of the trust arrangements under ADGM law, those assets would sit outside the issuer’s estate in a bankruptcy or insolvency proceeding.
The distinction matters for what holders actually receive. Coinbase has marketed the structure as “real 1:1 backed tokenized stocks,” but the prospectus distinguishes beneficial exposure from legal ownership of the underlying shares, and holders receive no automatic voting rights.
Verified, or “vested,” holders may submit voting instructions that the issuer will attempt to relay, subject to timing and practical limits, while token balances do not equal a fixed one-share claim indefinitely; dividend reinvestment and corporate actions adjust the deposit ratio over time.
24/7 Trading on Base: How Tokenized Apple, Nvidia, Meta, and Alphabet Shares Extend Market Access Beyond US Hours
In other Coinbase crypto news, shares of Apple, Nvidia, Meta, and Alphabet trade during regular exchange hours, but their Base-based tokens can be traded 24/7, even on weekends and holidays. This allows decentralized markets to react to news before Wall Street opens.
Base identifies Aerodrome as the main venue for tokenized-stock liquidity, with Aave, Morpho, and Euler offering lending services, while 0x, 1inch, KyberSwap, and CoW Swap facilitate swaps.
Chainlink provides the crucial price data for these applications, enabling tokenized equities to be used as on-chain collateral. This composability allows a token to be traded on decentralized exchanges and used as collateral across lending markets.
However, usability depends on liquidity, smart contract risks, and each protocol’s specific rules.
Tokenized Equity Access Outside the US: Coinbase’s Regulatory Scope, Investor Eligibility, and Competitive Position
Access is the defining constraint for the product. The securities are unregistered under the Securities Act of 1933 or with U.S. state regulators and are offered by Coinbase under Regulation S, which allows transactions outside the U.S. The prospectus prohibits selling or delivering the tokens within the US or to US persons.
Coinbase also operates a regulated brokerage for American customers to trade stocks and ETFs through Coinbase Capital Markets, with execution via Apex Clearing. Furthermore, Coinbase is expanding equity access internationally, including UK stock trading under FCA and MiFID rules.
The competitive landscape is evolving, with Robinhood pursuing tokenized equity on an Ethereum-compatible network, a move that Base founder Jesse Pollak acknowledged as a lag in their progress. Other platforms use different models for stock exposure, such as synthetic methods, in contrast to Coinbase’s beneficial-ownership design.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
The author does not hold or have a position in any securities discussed in this article. All prices were quoted at the time of writing.
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Brent crude settled at $92.17 a barrel after the Trump administration announced a possible expansion of secondary sanctions against countries doing business with Iran. The pullback did little to ease the broader unease: crude remains close enough to that level to keep headline inflation and interest-rate expectations elevated.
The S&P 500 fell 21.51 points, or 0.28%, to 7,652.86, and the Nasdaq Composite dropped 200.26 points, or 0.76%, to 25,980.19 on August 24, dragged lower by chip stocks even as the Dow Jones Industrial Average gained 140.15 points to 53,417.16 on strength in financials.
S&P 500, Tradingview
NVIDIA (NASDAQ: NVDA) fell 2.9%, Micron Technology (NASDAQ: MU) slid 5.8%, and Broadcom (NASDAQ: AVGO) dropped 2.6%, pressuring the Philadelphia SE Semiconductor Index. Bitcoin’s price action was not reported alongside these moves, but its behavior through prior Iran-related escalations suggests markets continue to treat the token as a high-beta risk asset rather than an automatic geopolitical hedge.
Iran Oil Risk and Inflation: How Brent Crude Oil Near $92 Reaches Asian Equity and Crypto Pricing
The transmission mechanism starts with Washington’s pressure campaign. Treasury officials on August 24 signaled a broader scope for secondary sanctions on entities doing business with Iran, an escalation the administration billed as an “economic D-Day.”
This ambiguity is itself a pricing input: oil traders are left holding a geopolitical risk premium without a clear catalyst to resolve it either toward de-escalation or a harder supply shock.
In the Second World War, D-Day marked the historic beginning of a campaign with our allies to target and drive the enemy from its positions, including those in third countries. Today, in that same spirit, we are launching an economic onslaught against Iran’s financial connections… pic.twitter.com/1fLyobUucu
— Treasury Secretary Scott Bessent (@SecScottBessent) August 24, 2026
Crude oil actually fell more than 2% on August 24 and continued lower into August 25, with Brent slipping to $91.27 and WTI to $84.25, as ING commodity strategists described the market treating the sanctions push as “marginal rather than market-moving.”
Tim Waterer, chief market analyst at KCM, cautioned that Iran still retains the ability to respond by disrupting shipping, which keeps a residual premium in the price even as headline crude retreats. An oil tanker was struck and disabled by an unidentified projectile near Oman on August 25, according to the United Kingdom Maritime Trade Operations, underscoring that the physical-disruption tail risk has not disappeared even as the sanctions track dominates headlines for now, per Reuters.
An oil tanker has been struck and disabled by a projectile in the Strait of Hormuz off the coast of Oman, causing damage but no casualties, a British maritime agency says. pic.twitter.com/rujafJ4aSc
— Al Arabiya English (@AlArabiya_Eng) August 25, 2026
For oil-importing economies across Asia, a Brent crude oil price anchored near $90-$92 rather than the $70s keeps headline inflation stickier than central banks would prefer. It’s narrowing the room for rate cuts and supporting a firmer dollar.
The U.S. 10-year Treasury yield fell 3.79 basis points to 4.7% on August 24, while the 30-year slipped to 5.2276%, but both remain historically elevated, and the dollar index rose 0.2% to 99.01 the same day. Higher real yields raise the opportunity cost of holding non-yielding or speculative assets, a dynamic that touches gold, tech valuations, and Bitcoin simultaneously rather than any single market in isolation.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
NVIDIA Earnings and Valuation Risk: Bitcoin as a High-Beta Risk Asset
Nvidia’s results, due this week, arrive at a moment when the market has little tolerance for an in-line quarter. Richard Reyle, chief investment officer at Questar Capital Partners, said Nvidia needs to impress in order to keep one leg of the stock market stable, while Warsh needs to provide clarity on interest rates to keep the other leg stable. That framing captures the dual dependency: Nvidia’s guidance has to clear an already-elevated bar at the same time bond yields are being reset by fiscal and inflation concerns.
An Nvidia H100 Tensor Core GPU, used for powering large-scale AI models.
Semiconductor names have already priced in some of that anxiety. Micron’s 5.8% slide and Broadcom’s 2.6% drop on August 24 pulled the Philadelphia SE Semiconductor Index lower alongside Nvidia’s 2.9% decline, and the S&P 500 Information Technology index underperformed the broader index that session.
Ohsung Kwon, chief equity strategist at Wells Fargo, said the bigger worry is the hawkish rhetoric starting to emerge from politicians on AI and data centers, adding that his desk has been flagging that as a significant risk heading into the midterms.
Bitcoin does not trade in a vacuum from the Nasdaq. When technology shares de-rate on rising real yields, digital-asset desks have repeatedly observed spillover into crypto risk budgets, since both sit at the high-beta end of institutional portfolios and both compete for the same marginal liquidity.
Rising Treasury yields tend to stall crypto rallies for the same reason they compress tech multiples: a higher discount rate reduces the present value of any asset whose upside is concentrated in future adoption rather than current cash flow.
The Iran conflict complicates the usual safe-haven narrative around Bitcoin. Unlike gold, which climbed to a more-than-three-month high of $4,647.29 an ounce in spot terms on August 24 as a weaker dollar and Treasury buyback speculation drew technical buyers, Bitcoin has shown no comparable pattern of catching a geopolitical-hedge bid during this specific escalation.
BTC USD, Tradingview
If Nvidia disappoints and yields stay elevated into the PCE report and Warsh’s Jackson Hole remarks, the same de-risking flows that hit chip stocks and the broader Nasdaq on August 24 would plausibly extend into Bitcoin, particularly if spot ETF demand cools alongside weaker tech sentiment.
Conversely, a dovish Warsh tone or a benign PCE print could ease the yield pressure driving all three markets, giving Bitcoin room to decouple from the tech-led selling even without any change in the underlying Iran risk.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bull Run?
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In Cardano news today, ADA is trading near $0.220 after climbing more than +24% over the past week, a rally that FXStreet’s technical analysis describes as constructive but increasingly stretched. The move has carried price into a dense resistance band spanning $0.231 to $0.249.
This is where Fibonacci retracement levels, horizontal supply, and the 200-day exponential moving average (EMA) all converge in a narrow range. How ADA trades against that cluster over the coming sessions will decide whether the bounce becomes a confirmed breakout or another failed attempt to escape the broader downtrend.
The technical backdrop supports the bullish case to a certain extent. ADA has reclaimed the 50% Fibonacci retracement near $0.213 and is holding above both its 50-day and 100-day EMAs, a structural improvement from the compression that defined price action through most of July and early August.
FXStreet’s daily reading puts the Relative Strength Index (RSI) in the mid-60s, with the Moving Average Convergence Divergence (MACD) positive and above its signal line, momentum that favors buyers, though not without the risk of near-term exhaustion after a 29% weekly advance.
Cardano News: Can ADA Clear the $0.231-$0.249 Resistance Zone?
IF the $ADA macro bottom is in, THEN it is still early. The weekly chart currently does not have a pending buy signal. This week or next. https://t.co/DBLcAVlTHi pic.twitter.com/nwrrN1lNlY
— Jesse Olson (@JesseOlson) August 23, 2026
The $0.231-$0.249 zone is not a single line but a confluence of overlapping technical barriers, which is precisely why it has repeatedly capped ADA’s advances.
The 61.8% Fibonacci retracement sits near $0.231, followed by horizontal resistance around $0.236 tied to prior supply, with the 200-day EMA forming the outer boundary near $0.249.
Each level independently would matter; stacked together, they represent the kind of resistance shelf that typically requires sustained volume, not a single green candle, to clear.
A brief poke above $0.231 or even $0.236 intraday would not, on its own, confirm a breakout. What matters is a daily close, ideally several consecutive closes, above the 200-day EMA near $0.249, since that average has functioned as the dividing line between Cardano’s cyclical downtrend and any genuine trend reversal.
FXStreet’s analysis frames a sustained break above the zone as opening a path toward $0.299, a level tied to the next major horizontal barrier above current price.
The complication is that momentum is already stretched heading into the test. A 29% weekly rally into a well-documented resistance shelf is the classic setup for profit-taking, and derivatives positioning has reportedly turned more cautious even as the spot price holds up, a divergence worth watching rather than dismissing.
Traders leaning bullish on the breakout thesis should distinguish between a momentary wick through resistance and a volume-backed close that actually shifts the broader structure.
Crypto Expert Report: What Are the 10 Next Crypto to Explode in 2026?
ADA Price: $0.213 as the Pivot Level and What a Failed Breakout Would Mean
JUST IN: #Cardano $ADA Founder Charles Hoskinson says "don't bet against me, we're gonna win this fight." pic.twitter.com/vUUBsE3blb
— Angry Crypto Show (@angrycryptoshow) August 21, 2026
In other Cardano news, if the resistance cluster holds, attention shifts immediately to $0.213, the 50% Fibonacci retracement that ADA reclaimed on the way up and which now functions as the first meaningful support.
Holding that level on a pullback would preserve the constructive read on the daily chart even if the immediate breakout attempt stalls. Losing it, particularly on a daily close, would be the clearer signal that the rally has run out of buyers rather than merely paused.
A failed hold of $0.213 would put the $0.196-$0.187 area back in focus, a zone that aligns with prior consolidation and the 50-day EMA. That range has acted as both support and resistance at different points over the past two months, making it the logical downside target if the current bounce proves to be a relief rally inside a larger downtrend rather than a structural reversal.
Readers tracking how Cardano’s broader roadmap catalysts have interacted with these chart levels can find more detail in Tokenist’s coverage of the Dijkstra roadmap’s effect on ADA’s price structure.
Crypto Expert Report: What is the Best Meme Coin to Buy and Forget Until the Next Bull Run?
The post Cardano News: ADA Rally Hits Key Resistance as Breakout Test Nears appeared first on Tokenist.

Donald Trump pressed Congress on Aug. 19 to pass the Digital Asset Market Clarity Act during a White House meeting with leading cryptocurrency executives, framing the market-structure crypto bill as essential to keeping the US ahead of China and other countries in digital-asset innovation.
Bloomberg reported that Coinbase Global CEO Brian Armstrong, Gemini Space Station co-founders Tyler and Cameron Winklevoss, Kraken operator Payward’s co-CEO Arjun Sethi, and Robinhood Markets CEO Vlad Tenev joined the session. The push comes as the bill remains stalled in the Senate, where partisan disagreements over ethics safeguards tied to Trump’s own crypto holdings have blocked a path to the floor.
NEW: SEC Chair Paul Atkins at today's White House crypto meeting with President Trump: "The most important priority is for Congress to send the CLARITY Act to your desk for your signature. And the SEC is doing everything we can to support that work." https://t.co/8qArTqpNYN pic.twitter.com/CDu7oAQud2
— Bitcoin.com News (@BitcoinNews) August 19, 2026
Senate Majority Leader John Thune filed a procedural motion on Aug. 8 to set up a cloture vote once the chamber returns from recess, according to Reuters, but lawmakers left Washington for the August break without a final vote, pushing the fight into mid-September. The passage requires 60 votes, meaning Republicans need at least 8 Democrats to break a filibuster, even with full GOP support, Reuters reported.
The stakes extend beyond legislative procedure. With Congress deadlocked, Trump’s own regulators, SEC Chair Paul Atkins and CFTC Chair Michael Selig, both crypto-industry appointees, are pushing agency-level reform and moving to fill the vacuum with rulemaking that industry executives say is useful in the short term but inherently reversible.
Trump CLARITY Act Push: What the Digital Asset Market Clarity Act Would Change and Why Senate Passage Remains Blocked
White House Crypto Summit recap: • President Trump says US considers buying "sizable" amounts of Bitcoin & other crypto. • Trump calls on Congress to pass Crypto Clarity Act. • Trump says US is ensuring it remains the "undisputed leader" in $BTC & crypto. •…
— Watcher.Guru (@WatcherGuru) August 19, 2026
The Clarity Act aims to define which tokens are classified as securities or commodities and to determine whether the SEC or the CFTC has regulatory authority over each. This distinction has been central to years of enforcement disputes, prompting significant lobbying for the bill.
Thune’s filing on August 8 set up a key procedural vote in the Senate, indicating Republican leadership’s optimism about securing 60 votes despite the bill having previously stalled.
Meanwhile, the SEC is working on a rule to exempt certain token offerings from securities registration, while the CFTC is set to discuss crypto oversight at an upcoming industry conference.
A CFTC spokesperson has emphasized the agency’s readiness to protect U.S. leadership in financial markets if Congress does not take action.
Crypto Bill Deadlock: Democratic Ethics Demands, Trump Crypto Interests, and the Eight Votes Republicans Need
With Republicans holding a narrow Senate majority, at least eight Democrats must join to reach the 60-vote threshold for a crypto regulatory framework. Many Democrats support regulations but seek tougher safeguards against money laundering, fraud, and conflicts of interest than the current Republican proposal offers.
Trump’s reported $1.4Bn income from crypto ventures last year has fueled calls for stricter disclosure requirements. The divide on the bill even extends to Wall Street, with differing views from Goldman Sachs and JPMorgan.
Industry leaders warn that the current deadlock poses a greater risk, as future administrations could reverse favorable regulations established under the SEC and CFTC.
SOURCE: Kalshi Crypto Market-Structure Impact: What the Senate Impasse Means for Exchanges, Stablecoins, DeFi, and US Competitiveness
Without a statute, all SEC and CFTC rules created this year are vulnerable to litigation and potential reversal by future administrations, as demonstrated by the Trump administration’s rollback of Biden-era regulations. This uncertainty leaves token classification and listing standards unsettled.
Traditional finance is already challenging this instability in court. For instance, CME Group sued the CFTC over its approval of crypto futures, while the Securities Industry and Financial Markets Association is urging the SEC to limit blockchain-based stock trading plans. Such litigation could delay or derail agency rules.
Summer Mersinger, CEO of the Blockchain Association and former Republican CFTC commissioner, highlighted the need for permanent solutions, emphasizing that while current agency actions provide short-term benefits, only legislation can eliminate the long-term compliance risks that hinder institutional investment and US competitiveness without passing this crypto bill.
This article is for informational purposes only and does not constitute investment advice. The author holds no positions in the securities or assets discussed.
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