下周必关注｜新一期非农数据公布；Revolut将下架USDT（8.31-9.6）
- 核心观点：下周（8月31日至9月6日）全球加密市场监管与合规动态密集落地，涵盖G20央行会议、俄罗斯与越南监管新规生效、欧洲稳定币下架，以及多个项目关停与代币解锁事件。
- 关键要素：
- 8月31日，G20财长与央行行长会议举行，接续杰克逊霍尔会议，全球通胀与政策判断值得关注。
- Revolut宣布8月31日后下架USDT，触发欧洲合规收紧信号；俄罗斯央行9月1日起限制散户仅可交易比特币、以太坊与USDT，年购额度约3600美元。
- 越南9月1日实施加密资产处罚新规，机构最高罚款2亿越南盾（约5.4万元），个人减半，覆盖无证交易、违规代币发行等。
- 多个DeFi与工具平台（NFTfi、Printr、Summer.fi、Cosmostation、TON bridge-v3）因市场萎缩或攻击关停，用户须在截止前完成资产迁移。
- 9月4日美国公布8月非农数据，或影响货币政策预期；9月5日巴基斯坦PVARA开放许可门户，现有服务商须申请NOC。
- 9月6日Hyperliquid预计解锁992万枚HYPE（约5.89亿美元），援助基金已回购1190万枚计划量。
Key Events to Watch Next Week
August 31
- G20 Finance Ministers and Central Bank Governors Meeting to be held in Asheville, North Carolina;
- Revolut announces USDT delisting on August 31, signaling tighter European compliance;
September 1
- Russia's central bank to restrict retail crypto trading starting September 1, limited to Bitcoin, Ethereum, and USDT;
- Vietnam issues new crypto asset penalty regulations, with fines up to 200 million VND, effective September 1;
September 4
September 5
Others (Exact Date TBD)
From August 31 to September 6, here are more notable events worth watching in the industry.
August 31
G20 Finance Ministers and Central Bank Governors Meeting to be held in Asheville, North Carolina
Odaily News - The first major policy communication event to kick off next week is the G20 Finance Ministers and Central Bank Governors Meeting, scheduled for Monday through Tuesday in Asheville, North Carolina.
Just days ago, global central bank governors gathered in Jackson Hole, Wyoming for the Fed's annual symposium. Now, the venue shifts to Asheville in the Southeast, and the packed schedule adds significant weight to this G20 meeting. It also marks another collective appearance by central bank governors following Jackson Hole, making their joint assessment of inflation conditions and policy stances worth watching closely.
Revolut announces USDT delisting on August 31, signaling tighter European compliance
Odaily News - Digital bank and fintech platform Revolut has notified some users that it will officially delist the dollar stablecoin Tether (USDT) after August 31, 2026, automatically converting remaining user holdings to base fiat currency at the prevailing exchange rate on that date.
HIP-3 DEX HyENA announces shutdown, delisting one project per hour from August 31 to September 2
Odaily News - HyperliquidNews posted on X platform that HIP-3 DEX has announced its shutdown and will delist one project per hour from August 31 to September 2.
NFT collateral lending platform NFTfi to shut down frontend and cease operations on August 31
Odaily News - NFT collateral lending platform NFTfi officially announced on X platform that, due to the shrinking NFT market making potential revenue unable to cover operating costs, it has decided to gradually wind down the project over the coming months.
Starting today, the platform no longer supports initiating new loans, and existing loans can be refinanced before July 31. Borrowers can repay loans at any time before August 31, and all existing loans will be executed under original terms. NFTfi will end operations and take down its frontend website on August 31, 2026. Smart contracts will continue to operate autonomously on-chain, allowing users to repay loans and claim collateral directly through contracts thereafter. Prior to shutdown, the official team will publish detailed instructions for direct interaction with smart contracts, and Discord will remain open for support during this period.
Token deployment platform Printr to cease operations on August 31 due to lack of funding support
Odaily News - One-stop token deployment platform Printr has announced it will initiate the shutdown process, with all operations ceasing on August 31, 2026. The team stated that over the past three months, they exhausted all viable options, but in the current market environment, the project can no longer sustain itself due to lack of funding and distribution support. Starting August 18, all on-chain staking positions and staking rewards will be automatically unstaked and returned to original deposit addresses, with staking functionality subsequently suspended. Due to the shutdown, the originally planned token generation event and airdrop will be cancelled. After August 31, the Printr application interface will be taken offline, but tokens issued through the platform will continue to exist as independent on-chain assets. The team expressed deep regret over not being able to fulfill its airdrop commitments.
Odaily News - Lazy Summer Protocol was attacked on July 6, and the Summer.fi team announced it will shut down Summer.fi and its parent company Labs. The attacker manipulated the share prices of two USDC Vaults on Ethereum mainnet, stealing approximately $6.04 million in deposits in a single transaction, depleting both the protocol's and the team's own funds. Against the backdrop of DeFi facing broad pressure following the October 2025 Stream Finance incident, the team stated that no viable restructuring path remains and will maintain the Summer.fi frontend until August 31.
Odaily News - The sentencing hearing for Andrew Left, founder of short-selling firm Citron Research, is scheduled for August 31, 2026. The theoretical maximum sentence could reach 265 years, though the final sentence will be determined by the court based on specific circumstances.
Prosecutors allege that Left frequently used short-term options expiring within 0 to 5 trading days to bet on extreme short-term stock price movements following reports or tweets, while setting limit orders in advance. His exit prices often diverged significantly from Citron's publicly stated target prices. Stocks involved include NVIDIA, Tesla, Facebook, General Electric, Luckin Coffee, and others. (Lawstreetmedia)
Odaily News - The South African Revenue Service (SARS) recently released the draft guide on the taxation of crypto assets. Public comments on the guide must be submitted before August 31, 2026. The guide covers the legal and tax nature of crypto assets, their various uses, and associated income tax consequences (including donations). Additionally, the guide provides guidance on compliance, record-keeping, provisional tax payments, income tax returns, and disclosure obligations. To strengthen oversight of the digital economy, SARS has established a dedicated crypto revenue unit. In recent years, SARS has also created other departments to help track and audit specific markets, with digital asset trading now a key focus area. (Business Tech)
Zhipu AI added to MSCI China Index
Odaily News - MSCI announced the results of its August 2026 index review for MSCI equity indices. In this adjustment, the MSCI China Index added 33 stocks including Zhipu AI, Dingtai High-Tech, Asymchem Laboratories, Huafeng Test & Control, Yandong Microelectronics, and Sinoma Science & Technology, while removing 32 stocks including Vanke A and Zhifei Biological. The changes will take effect after market close on August 31. (China Securities Journal)
September 1
Odaily News - The Bank of Russia will restrict retail investors' cryptocurrency trading on regulated exchanges starting September 1, limiting trading to Bitcoin, Ethereum, and USDT.
Non-qualified investors will have an annual purchase limit of 300,000 rubles (approximately $3,600) through a single intermediary; qualified investors face no limit. The rules further clarify legislation passed in July, though cryptocurrency payments within Russia remain prohibited under current law. (CoinDesk)
Odaily News - The Vietnamese government has issued Decree No. 284/2026/NĐ-CP, systematically defining administrative violations, fine amounts, and enforcement responsibilities related to crypto assets and their markets. The decree covers violations including token issuance, operation of trading venues, obligations of service providers, investor trading conduct, cross-border fund transfers, data misuse, and anti-money laundering and counter-terrorism financing. Organizations face maximum fines of 200 million VND, while individuals face maximum fines of 100 million VND, with additional penalties possible including business suspension, license revocation, and confiscation of illegal gains. The decree takes effect on September 1, 2026 within the pilot crypto asset market framework, operating alongside related anti-money laundering and digital industry laws. Key points include:
Maximum fines: 200 million VND for organizations (approximately RMB 54,000), half for individuals;
Providing trading services or marketing without a license: fines of 180-200 million VND, confiscation of tools, removal of systems, and surrender of illegal proceeds;
Unlawful token issuance: fines of 150-200 million VND, mandatory cancellation of issuance and full refunds;
Domestic investors trading through unlicensed platforms: fines of 30-50 million VND;
AML violations (anonymous accounts, failure to report suspicious transactions, etc.): maximum fine of 200 million VND, with possible business suspension of 6-12 months.
Franklin Templeton files for ETFs that auto-reinvest stock dividends into Bitcoin
Odaily News - Franklin Templeton has filed with the SEC to launch two ETFs that automatically reinvest stock dividends into Bitcoin: the Franklin US Equity Bitcoin DRIP Index ETF and the Franklin US Innovation Bitcoin DRIP Index ETF, with the earliest effective date expected to be September 1, 2026.
These two ETFs will track the VettaFi US Large-Cap 500 Bitcoin DRIP Index and related innovation indices, with an initial allocation of 95% US large-cap stocks plus 5% Bitcoin. During quarterly rebalancing, if Bitcoin's allocation exceeds 5%, it will be adjusted down to 4.5%, with Bitcoin's maximum allocation capped at 20%. Bitcoin exposure will be achieved through spot Bitcoin ETPs, futures, options, and other instruments.
Secret Network plans migration to Arbitrum ecosystem, asset snapshot set for September 1
Odaily News - Privacy-focused public chain Secret Network has announced its migration to the Arbitrum ecosystem, with SCRT tokens converting to ERC-20 tokens on Arbitrum. The migration snapshot is scheduled for September 1, 2026. Native SCRT and staked SCRT will migrate automatically, but sSCRT, SCRT in contracts or liquidity pools, SCRT bridged to other chains, and IBC-bridged tokens are not covered and must be converted to native or staked status before September 1. After migration, SCRT remains the governance token, with the team proposing to reduce inflation from 9% to 5%. Following migration completion, SCRT Labs will cease maintaining Secret Network and open-source all code. The proposal is subject to community governance voting.
Ethos Network to launch WHUF token auction on September 1
Odaily News - Ethos Network will launch its WHUF token auction on September 1. The WHUF auction supply is 20% of total supply, with a starting FDV of $1 million and a cap of $99 million, offering 85% price protection. Contributors with XP and referred users can earn additional rewards, and users can currently register to participate. According to the Ethos Network whitepaper, the team and early supporters receive 40%, while the community receives 60%. Community allocation includes 20% for token sales, 2% for XP reward pool, 5% for ecosystem development, 10% for foundation treasury, 5% for bug bounties, and 18% for contributor rewards. Early supporter tokens have a 24-month lockup period with a 6-month cliff; team tokens have a 4-year lockup with a 1-year cliff.
Cosmos ecosystem wallet Cosmostation to cease services starting September 1
Odaily News - Cosmos ecosystem wallet Cosmostation has announced it will officially cease wallet services. Starting September 1, 2026, the iOS, Android, and Chrome extension versions will retain only "export mnemonic" and "export private key" functions, with all other features being gradually phased out.
As a non-custodial wallet, user assets remain stored on their respective blockchains, and users can import their wallets into other compatible wallets using their mnemonic or private key. The team strongly recommends that users securely back up their private keys or mnemonics before September 1.
Odaily News - Toncoin officially announced that its cross-chain bridge and Token Bridge (bridge-v3.ton.org) will be permanently closed on September 1, 2026. During the transition period before closure, all proportional cross-chain fees have been waived. The official team reminds users who have used the bridge to check their wallets promptly and complete withdrawal of any unprocessed or unrecovered assets before the deadline. After September 1, 2026, the bridge will cease all transfer functions.
Users holding Wrapped TON on Ethereum or BNB Smart Chain should bridge it back to the TON network via bridge-v3.ton.org before the deadline; those holding j-tokens such as jUSDT, jUSDC, jDAI, and jWBTC should bridge them back to the Ethereum network.
All submitted transfers have been processed. For executed but unclaimed transfers, on-chain fees have been covered and settled by the system. Starting June 2026, bridging oracles will exit staking but will continue running until final closure. Users must complete all asset migrations before the deadline to avoid assets becoming inaccessible for cross-chain operations.
