As ETFs and DATs gradually become normalized, Wintermute believes RWA is poised to become the next incremental capital channel, bringing traditional asset capital on-chain and further channeling it into the crypto market.

The main theme for U.S. stocks this week was liquidity rather than AI. The labor market weakened, Waller hinted that a September rate hike may not be necessary, and the probability of a rate hike fell back to about 66%. The three major indices rebounded, Bitcoin surged to $81,379, crypto-linked stocks HOOD and MSTR led gains, while Broadcom's AI earnings were impressive but its stock price closed lower.

The story of stablecoins and RWA is moving from "issuing more tokens" toward a truly operational financial network.

In the next phase, what the company needs to prove is that it can not only secure orders, but also manufacture on schedule, maintain profit margins, and convert the AI data center construction cycle into sustainable free cash flow.

Nebius's proposed price increase indicates that the AI infrastructure industry has not yet entered a price war. What remains truly scarce is high-end compute capacity that can be delivered on time, operate reliably, and provide complete software services.

Oracle is accelerating its transformation from a traditional database company into a cloud computing company driven by AI infrastructure.

What Adobe needs to prove to the market in its next phase is that these 1 billion monthly active users will not only use AI, but are also willing to keep paying for AI.

Will Crypto Stock Pairings Become Standard on Crypto Platforms?

The "BIT Trust Whitepaper" V2.0 is released: From 24-hour dynamic risk control to US stock asset pathways, beyond "security," what else can users verify?

Understanding the iPhone Duo requires looking beyond how many units it can sell — we must also examine what role it plays in Apple's business model.

Blockstream notifies white-hat hacker that vulnerability has been fixed, with approximately 4,000 BTC pending return.

Has Solana's Meme counteroffensive begun?

Traditional finance raises hell, while on-chain ecosystems celebrate.

Tesla's Cybercab officially opened to the public in Austin on September 3, and attendees of the launch event could hail a ride that same day.

The first batch of Curator-operated Vaults is officially scheduled to go live in mid-September 2026.

Broadcom delivered an earnings report that shows "AI accelerating while everything else slows." FY2026 Q3 revenue came in at $29.591 billion with adjusted EPS of $3.32, both beating expectations. AI semiconductor revenue reached $16.7 billion, up 221% year-over-year, now accounting for 56% of total revenue.