Odaily News Nasdaq-listed Japanese company Robot Consulting announced that it plans to invest part of its available cash resources into ETH, with investments expected to begin in the fourth quarter of 2025 and spring of 2026, with a maximum investment amount of 1 billion yen. The specific timing and amount may be adjusted based on market conditions and strategic considerations. (Globenewswire)

Several public sale funds pointed out that the market decline on September 4th is a normal adjustment, and history shows that the market usually presents a "two up, one down" pattern. Although some zones have seen significant rises, the overall market sentiment is optimistic. Investors should follow low-position stagnating targets with solid fundamentals, such as the overseas concept and consumption zones.

On September 4, Jin10 reported that Zhongwei Company announced the launch of six new semiconductor equipment products, including two etching devices and four thin-film deposition devices. In terms of etching equipment, the next-generation ultra-high aspect ratio plasma etching device PrimoUD-RIE and the metal etching-focused PrimoMenova 12-inch ICP single-chamber etching device are designed to meet customer needs in the fields of ultra-high aspect ratio etching and metal etching. Regarding thin-film deposition equipment, it includes three atomic layer deposition products and one epitaxy product, such as the PreformaUniflash metal gate series and the PRIMIOEpita RP dual-chamber reduced-pressure epitaxy device. These new products are expected to have a positive impact on the company's future semiconductor equipment market expansion and performance growth. The new products are still in the early stage of market introduction, and there are risks related to market promotion and customer validation, which may bring uncertainty to the company's revenue and profitability.

Odaily News According to sources, Nasdaq is intensifying its scrutiny of companies listed on its exchange that are attempting to raise funds to buy and hoard Crypto Assets in order to boost their stock prices. The exchange's move may slow the boom in Crypto Assets, which is pushing an increasing number of peculiar Tokens into the mainstream market. Nasdaq is the exchange for the vast majority of Crypto Assets stock trading and is currently requiring some companies to obtain shareholder approval before issuing new shares to buy stocks. (The Information)

Jin10 reported on September 4th that the Google Workspace Status Dashboard shows that Gmail and Google Drive services are down, and some customers in Europe, the Middle East, and Africa may be unable to access the services. The engineering team is still investigating the issue.

Cumberland DRW recently received 10 million WLFI from BitGo, worth approximately $2.05 million, and has been engaging in frequent small on-chain interactions. WLFI will be supported by three market makers: DWF, Jump Trading, and Cumberland DRW.

According to ChainCatcher news and Jin10 reports, Goldman Sachs stated that if the Fed's credibility is damaged, investors may exchange a small portion of U.S. Treasury bonds for gold, and gold prices could potentially rise to nearly $5,000 per ounce.

Solana (SOL) has risen 33% since early August, outperforming Bitcoin and Ethereum. The current trading price of SOL is around $210.07, and analysts believe it benefits from investors shifting to SOL, with an expected influx of up to $2.6 billion into Solana's digital asset treasury in the future.

Golden Finance reports that investor Kevin O’Leary recently teamed up with two investors to jointly purchase a Kobe-Jordan dual-signed sports card worth $13 million as part of its rare physical collectibles index. O’Leary bluntly stated that the NFT market has become a passing fad, and he prefers tangible physical assets. He pointed out that these collectibles may be tokenized in the future for better management and trading. O’Leary also remains optimistic about the investment potential of Bitcoin, Ethereum, and related blockchain infrastructure, emphasizing that blockchain can enhance market transparency, liquidity, and trust.

The Governor of the Bank of England, Bailey, stated that the Central Bank may continue to lower the key Intrerest Rate, but the uncertainty regarding future actions has increased. He pointed out that despite the key Intrerest Rate being on a downward trajectory, the pace of rate cuts may slow down. Additionally, a bond portfolio reduction plan will be announced on September 18, indicating a possible scale below £100 billion.

Odaily News Market News: U.S. President Trump hinted that future tariffs may replace income tax, which could change tax policy, and stated that tariffs are "crucial" for America's success. (Jin10)

Adam, a macro researcher at Greeks.live, pointed out that despite the recent rebound of BTC, the options market's response has been muted, with low implied volatility in the short to medium term. The rebound of ETH is even weaker, with implied volatility at 65%. The rebound is mainly influenced by Trump's appearance, and the market expects the September trend to be flat.

Vetle Lunde, head of research at K33, stated that macro factors could lead the market to retreat from its peak, potentially causing Bitcoin prices to fall below $100,000. Historical data shows that September is typically a month when Bitcoin returns are negative, and current sentiment is bearish.

BlockBeats news, on September 3, The Federal Reserve Board of Governors member Waller stated that he believes interest rates should be lowered at the next meeting. The yield on the 10-year U.S. Treasury has stabilized. We may see multiple rate cuts, whether at each meeting or every other meeting, depending on the data. There is no need to follow a fixed sequence of rate cuts. We hope to avoid a downturn in the labor market. "I know there will be a slight fluctuation in inflation, but it will not be permanent, and we will be closer to the 2% target in six months." (Jin10)

Galaxy Digital announced the tokenization of its stock, allowing shareholders to tokenize GLXY shares through the Superstate platform. These tokens represent Galaxy Class A common stock and are available to investors who have completed KYC verification, supporting holding and transferring in an encryption Wallet. This move is part of the U.S. SEC's "Project Crypto" innovation agenda, which may launch on AMM and Decentralized Finance platforms in the future.

Jin10 Data reported on September 3 that Meibang Apparel announced that the stock price of the company had a cumulative deviation of more than 20% in the rise of the closing price over three consecutive trading days on September 1, September 2, and September 3, which constitutes an abnormal fluctuation in stock trading. After verification, there is no need to correct or supplement the information disclosed by the company earlier, and recent public media have not reported any undisclosed significant information that may have a major impact on the trading price of the company’s stock.

CryptoOnchain's published data shows that the 30-day moving average trading volume of USDT on the Ethereum and TRON networks has reached a new high, with a single-day trading volume of 77.8 billion USD on August 22, 2025, indicating that market funds are being positioned, signaling that significant fluctuations are imminent.

PANews September 3 news, according to The Block, Derive founder Nick Forster stated that last week, listed companies increased their holdings by about 330,000 ETH, surpassing the 250,000 ETH held by the US spot Ethereum ETF. Currently, strategic reserve-type companies hold about 4% of the total ETH supply, while ETFs hold 5.5%. Derive expects that by the end of the year, institutions may accumulate 6-10% of the supply. The short-term implied volatility of ETH options has dropped to 63%. BRN analysts pointed out that some companies increasing their holdings can hedge against the outflow of ETF funds, with ETH currently trading at about $4,320, down about 6% for the week.

Jin10 data, September 3 - The global bond market continues to collapse today, with long-term bond yields soaring again. The yield on the 30-year U.S. Treasury bond briefly touched the 5% mark, which is a very important threshold that requires caution. This is not the first time this year, but in previous attempts, the yields failed to stabilize above the 5% mark. However, this time, the structure of the pressure valve may be different. Outside the U.S., we are also seeing long-term government bond yields continue to rise. The yield on the 30-year UK government bond has risen by another 4 basis points to 5.73%, while the yield on the 30-year French government bond has currently increased by about 2 basis points to 4.52%. Even earlier today, we saw the yield on the 30-year Japanese government bond reach an unprecedented 3.28%. But among all that is happening right now, the threshold for U.S. bond yields may be one of the most significant thresholds. Especially as people closely monitor the U.S. labor market this week.

According to Jinse Finance, when discussing expectations for interest rate cuts, Stephen Roach, a senior researcher at Yale University and former chairman of Morgan Stanley Asia, pointed out that the Fed will not be rushed to adjust its policy due to political pressure. On the other hand, the vulnerability of the labor market, coupled with the disturbances caused by tariffs, may prompt the Fed to shift to a more accommodative stance. Although the current risks have changed, the extent is not yet severe, and future developments will still depend on the performance of future data. Roach also stated that the U.S. economy has shown signs of slowing down, with consumption growth only half of the average level of the past few years. In addition, the investment boom in the AI sector hides bubble risks, with the market capitalization concentration of the "Seven Giants" in U.S. stocks even exceeding the levels during the internet bubble of 2000. "Therefore, I believe that there is a high likelihood of some degree of market correction in U.S. stocks within the next six months," he said. (21st Century Business Herald)

Jin10 reported on September 3 that Tastylive's Global Macro Director Ilya Spivak stated: "The U.S. Supreme Court's decision regarding Trump's tariffs seems to bring a lot of uncertainty to the market, as the final outcome may fundamentally change the macro landscape if it does not align with Trump's wishes. Trump is attempting to undermine the Fed's independence to some extent, which is also a very significant issue. Currently, gold's momentum is clearly leaning towards a one-sided strengthening."

UK Chancellor of the Exchequer Reeves is expected to announce the annual budget plan on November 26, and this press conference is particularly important for the Labour government. Economists point out that Reeves may need to raise taxes or cut spending to fill a fiscal gap of about £51 billion.

BlockBeats news, on September 3, U.S. President Trump announced that he would appeal to the Supreme Court to overturn a federal court ruling that deemed "most tariffs illegal." He warned that if he loses, the U.S. may have to refund trillions of dollars in tariffs. This move highlights the legal risks of his trade policy and brings high uncertainty to the global supply chain and market. The dollar index weakened after the news, the stock market came under pressure, and investors turned to a wait-and-see approach. In the crypto market, the BTC short-term support is in the range of 109,000–109,300, with upward pressure concentrated around 113,500–114,000. Prices are oscillating around 111,000, and the market liquidity distribution shows an intensified range-bound situation. Bitunix analysts suggest: The tariff dispute involving Trump adds uncertainty to the policy path, and if the dollar fluctuates further, it will increase the volatility of crypto assets. It is recommended to follow the U.S. Supreme.

On September 3, Jin10 reported that Priyanka Sachdeva, an analyst at Philip Nova, stated in a report that if the Spot gold price continues to break through $3500, gold prices could reach the range of $3600 - $3900 per ounce in the coming months. She mentioned that the aggressive tariff stance of the U.S. has increased geopolitical risks, fueling safe-haven investments. She noted that factors such as expectations of interest rate cuts, political turmoil, and strong ETF demand have transformed gold from a tactical Hedging asset into a strategic must-have for many investors. Sachdeva believes that the target of $3800 per ounce may be the first clear psychological barrier for gold prices to break the current high.

Odaily News The head of the Greater Bay Area Development Research at the Unity Hong Kong Foundation, Mak Wing-chung, stated in an interview with Radio Hong Kong that the regulation and policy direction of stablecoins in Hong Kong is clear, attracting a large number of institutions' attention, and the intention to apply for licenses has far exceeded expectations. He pointed out that large technology companies may prefer to use stablecoins in payment scenarios, while traditional financial institutions may apply them more in cross-border Settlement. If the first batch of licensed institutions operates smoothly, the Hong Kong Monetary Authority may consider issuing more licenses in the future. (Aastocks)

Japanese Prime Minister Shigeru Ishiba met with Central Bank Governor Kazuo Ueda today to discuss economic and financial market issues. Ueda stated that the Central Bank may raise interest rates if the economy and prices improve. This meeting is the first between the two since February, indicating that there is no urgent situation.

Golden Finance reports that European Central Bank official DOLENC stated that the next interest rate action could be a rate cut or a rate hike.

Golden Finance reports that Benchmark states that MicroStrategy (MSTR) has met the inclusion criteria for the S&P 500 and may be considered during the index adjustment this Friday. However, due to its earnings largely coming from Bitcoin market capitalization fluctuations, approval remains uncertain. Benchmark maintains a "buy" rating with a target price of $705.

According to Golden Finance, the federal court in Washington, D.C. may not issue a ruling before September 4 local time on the case regarding President Trump’s firing of Federal Reserve Board of Governors member Lisa Cook, after the judge agreed to extend the deadline for the government to submit its arguments. U.S. District Judge Jacob has asked the Justice Department to submit another brief by Thursday regarding the request to block the Fed from enforcing the firing order against Cook. According to judicial procedures, judges typically wait until all documents are submitted before making a ruling. Judge Jacob held a hearing on August 29. Cook's attorney argues that if an agreement cannot be reached with the government to ensure her continued service during the litigation, a temporary ruling to maintain the status quo should be made by the judge as soon as possible. The next Federal Reserve meeting will be held from September 16 to 17.

The Bitcoin Financial Service platform Avalon Labs has accumulated a fee income of 5.48 million dollars since June, with an average of 1.88 million dollars per month, and a current TVL of 752 million dollars. The platform completed strategic financing in May, led by YZi Labs.

BlockBeats news, on September 2, the decentralized AI data platform PublicAI announced a partnership with the Oracle Machine network Chainlink to enhance its data verification and distribution capabilities. Meanwhile, PublicAI announced the completion of a buyback of 2 million Tokens, which may have contributed to the rise of the Token PUBLIC by 39% within half an hour, currently priced at $0.073.

The report indicates that the inflation rate in the Eurozone slightly exceeds the 2% target, and the overall inflation environment is stabilizing. In the context of weak economic growth and uncertainty, pausing interest rate cuts is a reasonable choice. Although some policymakers may still lean towards rate cuts, the likelihood is lower.

According to a report by Jincai Finance, Twitter user benmo.eth tweeted that the loss from the Venus protocol being attacked by a hacker was due to a large investor (ending with 2008) signing a setDeleGate transaction one hour ago, which authorized the attack contract with address permissions. The attack contract took away most of the position from the large investor's address. In fact, it was not Venus that was attacked, and Venus promptly paused the contract, so the funds are still within the platform and there is hope for recovery.

Jin10 Data reported on September 2 that Western Gold announced that the cumulative deviation of the stock price rise percentage has reached 20% over three consecutive trading days, which constitutes an abnormal fluctuation in stock trading. After the company's self-examination, no other media reports or market rumors that may have a significant impact on the company's stock trading price were found. The company is currently aware of the high interest in the gold market, and gold mining and smelting is one of the company's main businesses. Investors are advised to invest rationally, make cautious decisions, and pay attention to investment risks.

The founder of Slow Fog, Yu Xian, released the investigation results regarding the Venus attack incident, indicating that there is no issue with the protocol itself, but it may have been subject to front-end hijacking and phishing attacks. Victims' computers may have been targeted by specific malware attacks, and the source of the hacker's funds is complex, with actual losses possibly being less than $20 million.

ChainCatcher news, SolanaFloor posted that the monthly volume of on-chain DEX on Solana exceeded 144 billion USD, returning to the levels of May 2024. The top three DEXs ranked by volume are: Raydium Protocol: over $41 billion, Orca: over $23 billion, HumidFi: over $22 billion.

According to ChainCatcher news and Jin10 reports, Morgan Stanley strategist Michael Wilson stated that after four consecutive months of rise, U.S. stocks still have further upward space, as the Fed's interest rate cut cycle will resonate with strong corporate earnings. He pointed out that the U.S. economy is entering the "early stage of the cycle," with nominal corporate profits continuing to rebound while borrowing costs begin to decrease. Wilson believes that if there is a pullback in the stock market in the short term, it may instead lay the foundation for a strong finish by the end of the year.

BlockBeats news, on September 2, according to on-chain analyst Ai Yi (@ai9684xtpa), "the Whale that has shorted BTC continuously since 2025.03" has held onto the short order until realizing unrealized gains and has started shorting ETH. Two minutes ago, he opened a 25x short order on ETH on Hyperliquid, currently holding 500 ETH (approximately 2.2 million USD), with an entry price of 4,391.6 USD. Based on his past trading habits, he may gradually increase the position.

Jin10 data September 2 report: Due to market expectations that Germany's investment plans and the potential increase in defense spending by Eurozone countries will raise debt levels, Eurozone ultra-long-term government bonds also face selling pressure. The yield on Germany's 30-year government bonds rose to 3.41%, the highest in 14 years; the yield on France's 30-year government bonds increased to the highest level in over 16 years; the yield on the UK's 30-year government bonds reached a new high since 1998; Spain's 30-year government bond yield briefly hit 4.297%, the highest since November 2023; Italy's 30-year government bond yield rose to 4.661%, the highest since April.

Jin10 data reported on September 2nd that forex options traders have noted an increase in demand for pound-related options expiring in the months following the UK autumn budget announcement, which is expected to be released at the end of October or early November. Betting on its subsequent effects seems wiser compared to focusing on the budget itself. UK Chancellor of the Exchequer Reeves is expected to unveil a fiscally cautious plan, with tax increases and spending cuts becoming the main theme. These measures are unlikely to produce surprises on the day itself, but their cumulative effect may weigh on the pound in the coming weeks. On this basis, the potential volatility risk premium on the day of the budget announcement may be limited, while longer-term volatility trading in the following weeks may capture more fluctuations. Due to concerns over rising borrowing costs, the pound continues to face pressure, and the forex options market reflects this bearish sentiment. Traders report that the premium for pound put options has risen relative to call options, highlighting an increased demand for downside protection.

The yield on UK long-term bonds has risen to its highest level since 1998, increasing pressure on the government to restore market confidence. As borrowing costs rise, the Chancellor faces the tough choice of raising taxes or cutting spending, but political resistance cannot be ignored. Analysts believe that tax increases are inevitable, but they may backfire.

Christian Rau, the head of encryption at Mastercard Europe, stated that the company is following encryption assets but will not change its strategy. The goal is to ensure secure Compliance payments and enhance the interoperability of existing systems. If suitable solutions are not available, the company may develop its own.

David Bailey, the CEO of a Bitcoin holding company, stated that the price of Bitcoin can only rise to $150,000 after the two major Bitcoin whales sell off. Currently, the market is experiencing increased fluctuations due to whale trading, with recent whale transactions causing market turbulence, leading to price falls and emotional fluctuations.

Analyst Johnny Woo pointed out that Ethereum (ETH) may form a head and shoulders pattern, potentially falling back to a support level of $3350 in September, with a rebound expected in October and reaching a new all-time high in November, similar to the trend in 2021.

European Central Bank Executive Board member Schnabel stated that interest rates should remain unchanged, as the Eurozone economy is stable and inflation rates may exceed expectations. She believes that the current policy interest rate of 2% is sufficient to stimulate the economy, and there is no need for a rate cut at this time.

Jin10 reported that ECB Executive Schnabel stated that global interest rate hikes may come sooner than people expect.

HyperInsight has detected multiple large deposits and withdrawals by Whales on Hyperliquid recently, with a total deposit amount of approximately 57.69 million USDC and a total withdrawal amount of approximately 34.90 million USDC. Historical data shows that similar operations may be related to market Fluctuation, and it is recommended that investors operate cautiously and implement risk control.