Odaily News: According to the latest data from QUICK FactSet, a global economic research and analysis platform, in the second quarter of 2026, Changxin Memory's EBIT margin reached 82%, surpassing SK Hynix (76%) and Samsung Electronics' semiconductor business (70%), making it the most profitable memory chip manufacturer globally for that period. During the same period, Changxin Memory's revenue grew approximately 10-fold year-over-year, the fastest growth rate among six companies: Changxin Memory, Samsung, SK Hynix, Micron, Kioxia, and SanDisk.
Some analysts believe that the rise in Changxin Memory's profit margin is closely related to changes in supply and demand in the memory chip sector during this cycle. As Samsung, SK Hynix, and Micron allocate more resources to high-bandwidth memory for AI servers, supply of ordinary DRAM has tightened, DDR5 prices have risen sharply, and Changxin Memory has benefited as a result. (Jinshi)
Odaily News: Analyst Mike Cahill pointed out that if CPI data comes in stronger and the result is broad-based enough, the Fed may take action, as this would deviate from the policy framework proposed by Williams and Waller this summer. If the data is softer, it should be enough for the Fed to keep rates unchanged without triggering an adverse market reaction. But if the data lands somewhere in the middle, the situation becomes more tricky, because the market is already visibly uneasy about inflation running at around 2.5% while the Fed remains on hold.
Overall, Cahill believes that the weakening dollar reflects several factors, including the Fed's inclination to keep rates unchanged, and the Treasury's already demonstrated policy preference for letting the foreign exchange market adjust rather than putting adjustment pressure on the fixed income market. (Jinshi)
Odaily reports, according to DeFiLlama data, Robinhood Chain's revenue over the past 24 hours fell to $943,728, staying below $1 million for two consecutive days, with DEX trading volume at approximately $1.82 billion. Since September 7, Robinhood Chain's revenue has declined for four consecutive days, and its revenue over the past seven days has also dropped to $15.15 million.
Odaily News: Two HYPE short sellers on Hyperliquid hold a combined short position of approximately $40.971 million, with unrealized losses of about $7.964 million. Last night, the two short sellers placed 200 buy orders in the $64 to $77.77 range, totaling approximately $33.953 million, waiting for prices to pull back for staggered covering. One address holds approximately 240,500 HYPE short positions at an average price of $62.50, with unrealized losses of about $4.09 million, and has placed 100 buy orders in the $70.1 to $77.77 range, totaling approximately $17.698 million, covering the entire short position. Another address holds approximately 274,800 HYPE short positions at an average entry price of $65.41, with unrealized losses of about $3.875 million, and has placed 100 buy orders in the $64 to $72 range, totaling approximately $16.255 million, covering about 87.3% of the short position. The two sets of orders were mainly created last night, with some pending orders still being adjusted this morning. HYPE is currently trading at approximately $79.51, about 2.2% away from the nearest cover order at $77.77; if the price continues to decline to around $72, the other short seller's cover orders will enter the execution range.
Odaily reports: JPMorgan strategists said in a report that the US Treasury accepted a broader range of bonds in Thursday's buyback operation, and the final transaction size fell short of the set ceiling, which may indicate that the quality of bids has declined compared to recent operations. Despite the larger operation size, the total amount of bids submitted remained at a recent low, and the ratio of bids to the ceiling also fell to the lowest level since the launch of the buyback program for this sector.
The Treasury ultimately purchased $5.2 billion in long-term bonds, below its original maximum purchase target of $6 billion. In addition, the US is maintaining a 6% budget deficit while the economy is near full employment, and "this problem cannot be resolved without substantive fiscal consolidation." (Jinshi)
Odaily reports that blockchain project Quantus has announced the launch of its PoW mainnet featuring quantum-resistant cryptography. It incorporates ML-DSA-65 and ML-DSA-87 digital signature mechanisms, with a maximum total supply of 21 million native tokens QTC, and PoW mining is open from launch. (Bitcoin.com News)
According to Onchain Lens monitoring, Chainlink (0x9a70...9ec6) added 91,100 LINK to its strategic reserve, worth approximately $1.06 million. Over the past 30 days, the Chainlink strategic reserve has accumulated an additional 511,000 LINK, worth approximately $5.52 million; the total strategic reserve now holds 5.86 million LINK, worth approximately $67.24 million.
Odaily News: The Nikkei 225 index closed down 1.93%, at 64,011.34 points; South Korea's KOSPI index closed down 1.76%, at 6,909.92 points.
Odaily News: Wall Street's well-known "Big Short" investor Michael Burry has reduced his portfolio exposure, including put option positions related to Nvidia and Palantir. Burry stated that he closed out his put options on Nvidia and Palantir expiring in December of this year, citing a desire to hold more cash in order to assess changing market conditions in the fall. Burry also said he is closely monitoring the weakening trend of the U.S. dollar spot index.
Odaily reports, market data shows that the Hang Seng Tech Index rebounded in the afternoon to turn positive, while the Hang Seng Index narrowed its decline to 0.44%. Tech and auto stocks bounced off their lows, with Sunny Optical Technology (02382.HK) and Xiaomi Group (01810.HK) both rising over 2%, while NIO (09866.HK), JD.com (09618.HK), Tencent Holdings (00700.HK), Meituan (03690.HK), and BYD Company (01211.HK) each gained 1%.
Odaily reports that Cardone Capital purchased 20 bitcoins at $76,500 each and added them to its real estate and Bitcoin hybrid asset portfolio. (Cointelegraph)
Odaily reports that Danmarks Nationalbank, the central bank of Denmark, has stated that stablecoin usage in Denmark is currently very low and does not yet pose an immediate threat to domestic financial stability. However, the rapid global growth of USD-pegged stablecoins could expose Denmark to indirect financial market volatility and liquidity risks.
Currently, there are no stablecoins denominated in Danish krone in circulation in Denmark, and both consumer and business usage of stablecoins remains limited. As commercial banks, financial institutions, and payment applications integrate stablecoin infrastructure, the scale of related usage may change.
USDT and USDC dominate the global stablecoin market, and turbulence in overseas stablecoin markets could transmit to Denmark through global liquidity channels and the U.S. financial system. Danmarks Nationalbank is working with the European Central Bank (ECB) to ensure that central bank money continues to serve as the primary settlement asset for interbank transactions. (Bitcoin.com News)
Odaily News: An account linked to @sickassdude69 began buying PONS on the day after its launch in July of this year, when PONS had a market cap of approximately $628,000. The account invested a total of $249,400 through 73 transactions, and has currently cashed out $509,400. It still holds approximately $2.55 million worth of PONS, with a cumulative profit of $2.81 million and a total return of 12.3x.
Odaily Report: UBS strategist Phoebe White said in a report that UBS was stopped out of its long position in 2-year US Treasuries earlier this week and has abandoned its near-term bullish bias on front-end bonds. UBS also raised its year-end target for the 10-year US Treasury yield from 4.35% to 4.80%, and adjusted its 2-year target from 3.95% to 4.50%, roughly in line with forward rates. Tradeweb data showed that the 2-year US Treasury yield rose 2 basis points to 4.568%, having earlier touched 4.596%, the highest since July 2024. (Jinshi)
According to Lookonchain monitoring, as the price of STONK rose, a whale spent 11,500 SOL, worth $1.14 million, to buy 4.97 million STONK 4 hours ago.


