Odaily News - According to the Bitfinex Alpha analysis report, August employment data has reinforced expectations of a Fed rate hike in September. The market now estimates the probability of a 25-basis-point hike on September 16 at approximately 60%. However, Bitcoin remains near $80,000, with US spot Bitcoin ETFs recording net inflows of approximately $986.7 million last week.

Data shows that US non-farm payrolls increased by 162,000 in August, while the unemployment rate held steady at 4.1%. The manufacturing PMI rose to 54.6, indicating that the economy has not shown signs of a sharp slowdown. Nevertheless, input costs remain elevated, and inflationary pressures have shifted market policy discussions back toward rate hikes.

Meanwhile, US Treasury yields continue to weigh on risk assets, with the 2-year yield climbing to 4.37% and the 30-year yield holding at a high of 5.24%. Bitfinex notes that Bitcoin has encountered resistance near $82,000 recently and remains range-bound between approximately $77,200 and $82,100.

Bitfinex believes that sustained ETF inflows and growth in stablecoin supply are providing support for Bitcoin, but Fed policy expectations and elevated Treasury yields are limiting upside potential. If this week's inflation data comes in below expectations, the market may once again price in a pause in rate hikes for September; conversely, persistent inflationary pressures could further strengthen rate hike expectations. Until a breakout from the current consolidation range occurs, Bitcoin is more likely to maintain a relatively strong sideways trend rather than confirming the start of a new upward rally.

Odaily reported that Strategy has raised approximately $20.9 billion in cumulative financing this year, ranking fourth in the scale of U.S. equity issuance, trailing only SpaceX, Alphabet, and Intel. According to the latest 8-K filing, the company recently generated $602.8 million in net proceeds from the sale of MSTR common stock, of which $369.7 million was used to purchase 4,603 BTC at an average price of approximately $80,318. As of August 30, Strategy holds a total of 845,050 BTC, with a cumulative purchase cost of approximately $63.73 billion and an average cost of approximately $75,412 per coin. Additionally, MSCI's consultation regarding companies with digital asset financial reserves is set to conclude on September 30, with the market closely watching whether it will adjust the inclusion criteria for relevant indices.

Odaily News: Malone Lam, the mastermind behind the theft of over 4,100 BTC (valued at more than $240 million at the time) via a "social engineering" attack in August 2024, will appear at a plea agreement hearing this Tuesday.

The group posed as Google and Gemini staff, tricking the victim into granting Google Drive access and providing security verification codes before transferring away their Bitcoin and laundering the funds through multiple trading platforms and money laundering intermediaries. After succeeding, the group members splurged extravagantly: Lam, the 22-year-old Singaporean mastermind, once spent $569,000 in a single night at a Los Angeles nightclub, and used the stolen funds to purchase watches worth $2 million as well as more than 30 Porsches, Lamborghinis, and Ferraris.

A total of 18 defendants were indicted in connection with the case. The lavish spending exposed their vulnerabilities: one suspect was traced after leaking an IP address while hiding nearly $30 million in stolen assets, while another suspect was found in possession of $37 million in stolen crypto assets. U.S. judicial authorities have already issued sentences for multiple accomplices, and Lam is scheduled to appear at a plea agreement hearing on Tuesday.

Odaily Planet Daily News: Solana plans to activate the Transaction v1 upgrade on Wednesday, increasing the maximum size of a single transaction from 1,232 bytes to 4,096 bytes. After the upgrade, large cryptographic proofs, multi-signature operations, and certain privacy transactions can be completed within a single transaction without requiring splitting. Existing v0 and legacy transaction formats will remain compatible, but wallets, explorers, and data services will need to update to recognize the v1 format and the new priority fee information. (Coindesk)

Odaily News, Binance Research's September monthly market report shows that the total cryptocurrency market capitalization rose 17.6% in August to $2.70 trillion, with ETF inflows that month posting their strongest performance since 2026. BTC rose 24.8% within a seven-day period, ranking in the top 1% of weekly gains since 2020. In terms of user asset allocation, the crypto allocation ratio among equity holders rose from 64% to 72%, while stablecoin allocations fell 22%; TradFi perpetual futures trading volume share dropped from 40% to 20%, signaling a clear回流 of capital and trading activity into crypto assets.

Odaily News, according to GMGN data, the market cap of Robinhood ecosystem Meme coin PAIR briefly surged past $20 million, currently reported at $20.01 million, with a 13.12% increase in one hour.

It is reported that PAIR is a multi-pool RWA token launch platform on the Robinhood Chain, supporting projects in creating tokens and pairing them with RWA assets such as stock tokens. Its protocol token, PAIR, has been listed and paired with the SPY stock token.

Odaily reminds users that Meme coin prices are highly volatile, and investors should participate with caution.

Odaily News: Tom Lee, Chairman of Bitmine, the Ethereum treasury company, and Co-Founder of Fundstrat, stated that Ethereum is more akin to "digital land" than cash.

Tom Lee believes that the core of high-quality assets lies in their ability to serve as a long-term store of value, as investors trust these assets to effectively hold and manage capital. Stocks can serve as stores of value because investors purchase shares based on their confidence in a company's long-term capital management capabilities; real estate possesses both store-of-value and cash-flow attributes, generating income through rental yields.

Within this framework, Tom Lee argues that Ethereum is closer to the stock market or land, with its long-term value primarily derived from the network itself serving as the underlying infrastructure and settlement layer, rather than functioning mainly as a payment and medium-of-exchange instrument like cash.

Odaily News: Binance AI products have officially launched, with Beta testing applications now open simultaneously. This product is an AI-driven feature suite designed to help users interpret complex market data, provide analysis covering both crypto and traditional assets, and filter out market noise.

Odaily News: According to official page information, Binance Alpha has listed Canopy (CNPY).

Odaily News: Blockstream has notified white hat hackers that the vulnerability fix is complete and the approximately 4,000 BTC can be safely returned. The hacker who previously withdrew funds from the Liquid network expressed willingness to return them, but requested that the vulnerability be fixed first. Both parties have been negotiating publicly through Bitcoin OP_RETURN messages.

The hacker initially proposed returning "most" of the BTC, but later changed their stance, demanding that the vulnerability be fixed first: "Ensure every node has been patched, and once the fix is confirmed, we will securely return the funds." The hacker also sent encrypted vulnerability details to Blockstream. About two hours ago, Blockstream responded via a PGP-signed OP_RETURN message stating that nodes have been patched. Currently, 3,998.5 BTC remain under the hacker's control.

Odaily News - According to the official announcement, Gate has launched perpetual contract trading for STONK, BEN, and ZCAT, all supporting 1-10x leverage for both long and short positions, with trading bots and copy trading features simultaneously enabled.

STONK is the platform token of StonkFun, a Solana token launchpad; BEN is an official character-style Meme token launched by Flap to showcase the "Stock Meme" product concept; ZCAT is a Zcash-themed Solana Meme token launched on StonkFun, featuring a cat with its face covered by a paper bag.

Odaily Planet Daily News: Cathie Wood has re-bought Robinhood (HOOD) after a 9-day pause, adding 28,589 shares via the ARK Innovation ETF on September 4, valued at approximately $3.5 million. She had previously sold 25,009 shares on August 26.

Robinhood has been performing strongly recently, with its stock price climbing over 30% in the past month. During the same period, Bitcoin rose about 23% and is approaching $80,000. On September 4, Deutsche Bank raised its price target from $115 to $136, maintaining a "Buy" rating, driven by explosive growth in Robinhood Chain fee revenue — daily revenue jumped from under $200,000 in mid-August to over $3 million in early September. Deutsche Bank projects the annualized run rate will exceed $100 million.

As of September 4, HOOD has become the seventh-largest holding in the ARK Innovation ETF, with a weight of 4.28%. During the same period, Wood also bought shares of Veracyte, Intellia Therapeutics, and the 3iQ Solana Staking ETF, while reducing positions in Tempus AI and Twist Bioscience.

Odaily News: Bitget will list Pons (PONS) spot trading. The deposit channel is now open, and the trading channel will open at 22:00 (UTC+8) on September 7.

Odaily News As concerns grow over the fiscal health of developed economies, gold and Bitcoin have moved higher in tandem recently. As of now, the 90-day correlation coefficient between BTC and gold daily returns has risen to 0.59, the highest level since 2020.

However, compared with gold, Bitcoin appears to be more "immune" to bond market volatility. Data shows that the 90-day correlation coefficient between BTC and the U.S. 10-year Treasury yield stands at just -0.17, suggesting that rising U.S. Treasury yields have a relatively limited negative impact on Bitcoin. During the same period, the correlation coefficient between gold and the 10-year Treasury yield was -0.41. Analysts suggest this indicates that Bitcoin is less tied to bond market forces than gold, and its "hard asset" attributes may become more prominent amid growing expectations of fiscal risk and financial repression. (Investing)

According to monitoring by the PPP Prediction Market Tool, the probability on Polymarket that the "foldable iPhone's US launch price will exceed $2,300" has dropped to 15%, down 35% over the past week; the probability of it exceeding $2,200 has fallen to 42%, down 17% week-over-week.

The event contract rules state: any foldable smartphone released by Apple will be considered a foldable iPhone, even if it is not explicitly named as such. If the price of the foldable iPhone at its initial US launch is greater than or equal to the specified amount, the market will resolve to "Yes"; otherwise, it will resolve to "No." If Apple releases multiple foldable iPhone models, the lowest announced starting price will be used. If Apple does not announce the price of the foldable iPhone by 11:59 PM ET on September 30, 2026, the market will resolve to "No."

According to an official announcement from Apple, the fall 2026 new product launch event will be held at 1:00 AM Beijing time on September 10, themed "Surprise and shine." However, pricing for the device unexpectedly leaked from overseas carrier Vodafone's backend systems in Australia and Egypt. The Australian channel reveals that the iPhone Ultra will be available in 256GB, 512GB, and 1TB storage options, starting at AUD 3,699. Industry observers estimate that the US starting price for the Ultra could land near $2,000.

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1. Full airdrop allocation — Arthur Hayes releases FLOP yellowpaper, with initial supply of approximately 2.48346 billion tokens;

2. OpenAI updates GPT-6 Astra interface, adding details on model performance and API pricing;

3. Binance Alpha will list Canopy, with an airdrop threshold of 235 Alpha points;

4. Institution: Samsung's HBM shipment expansion is expected to offset slowing general-purpose memory growth in 2027;

5. Citi: Initiates coverage on Zhongji Innolight H-shares with a Buy rating and a target price of HK$1,524;

6. StonkFun recorded $1.5 million in protocol revenue yesterday, surpassing Pumpfun and Hyperliquid;

7. Samsung and SK Hynix memory chip inventories have dropped to below 10 days of supply;

8. BonkGuy: MEME could become the core target of the crypto-equity meme narrative; if the narrative further expands, its market cap could reach billions of dollars;

9. CXMT: Will initiate dividend plan discussions at an appropriate time;

10. BonkGuy: Lost $3.6 million in the past 24 hours, but expects the portfolio to reach at least $50 million within a few months.