2028

According to Catcher Predict monitoring, the event "Indiana Data Center Shutdown Order Implementation Date" is currently among the hottest trades on the prediction market Polymarket, with a cumulative pool size reaching 2.44 million dollars. The option with the highest market consensus is "December 31, 2028," corresponding to a winning probability of approximately 21.5%.

According to a research report released by Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered Bank, Standard Chartered has officially launched coverage research on Ethena (ENA), predicting that the ENA token will rise to $2 by the end of 2028.The report points out that Ethena is currently the fourth largest stablecoin issuer in the world (after Tether, Circle, and Sky), and its stablecoin USDe quickly became the fastest stablecoin to surpass a market capitalization of $10 billion after its launch at the end of 2023. Currently, yield-bearing stablecoins account for about 5% of the overall stablecoin market, and this proportion is expected to continue to expand as user demand for yield grows.In terms of sources of yield, USDe has gradually diversified from its early reliance on crypto basis trading (which once provided over 20% annualized yield) to include real-world assets (RWA) and stock perpetual contract basis. Standard Chartered predicts that the on-chain RWA scale will grow from the current approximately $40 billion to $2 trillion by the end of 2028, providing support for ENA's buyback plan and price increase.

Bitcoin Magazine released an interview video with Hunter Biden. Regarding the $LAPTOP token, which plummeted over 98% within minutes of its launch, he attributed the cause to market makers' liquidity missteps on decentralized exchanges and recounted the process of initially planning to launch on centralized exchanges before switching to decentralized exchanges.In the interview, Hunter Biden also discussed Operation Choke Point 2, lobbying his father, and the Democratic Party's stance on cryptocurrency, as well as mentioning Michael Saylor and Strategy, Bitcoin payments, and global adoption, while providing his prediction for Bitcoin's price in 2028. He also compared $LAPTOP with Trump-related tokens in terms of tokenomics and transparency.

According to CoinDesk, analyst Michael Terpin predicts that Bitcoin will break through the $120,000 mark before the halving in 2028 (most likely in the fourth quarter of 2027).

According to the Industrial and Commercial Times, TSMC is advancing the 1.4 nanometer (A14) advanced process and accelerating the construction of the Central Science Park's fourth factory. As of early September 2026, the construction progress of the Central Science Park Phase II P1 factory is smooth, with completion expected in April 2027, followed by equipment installation and trial production; the P2 factory is being advanced simultaneously, with completion expected by the end of 2027 for equipment adjustment with the P1 factory and readiness for mass production.The report states that all four 1.4 nanometer wafer fabs in the Central Science Park are expected to be completed and enter large-scale mass production by the second quarter of 2028. Major customers for A14 include Apple, NVIDIA, AMD, Qualcomm, MediaTek, Broadcom, and cloud service providers, with an estimated monthly capacity of 120,000 to 160,000 12-inch wafers, contributing an estimated annual revenue of $45 billion to $52 billion for TSMC.

The Federal Reserve FOMC economic projections indicate that the median unemployment rate expectations for 2026, 2027, and 2028 are 4.1%, 4.1%, and 4.1%, respectively, down from the June expectations of 4.3%, 4.3%, and 4.2%.

According to the Industrial and Commercial Times, with the expansion of HBM and advanced logic below 2 nanometers, it is estimated that the global silicon wafer supply-demand gap will widen from about 8% by the end of 2026 to 15% in 2027 and 24% in 2028. GlobalWafers, Siltronic, and TSMC are expected to benefit from this. It is noted that mid-2027 will be a critical turning point; if the pace of supply expansion does not keep up, a new wave of shortages and rush buying may occur from the second half of 2027 to the first half of 2028.SEMI statistics show that the global silicon wafer shipment area reached 3.573 billion square inches in the second quarter of 2026, an increase of 9.1% quarter-on-quarter and 7.4% year-on-year. It is estimated that the global monthly production capacity of 12-inch silicon wafers will be about 10.69 million pieces in 2026, an increase of 7% year-on-year, with only about a 3% increase to 11 million pieces in 2027, and an increase of about 6% to 11.7 million to 11.76 million pieces in 2028. The new supply includes about 300,000 pieces from the second phase of GlobalWafers and about 100,000 pieces from Siltronic.It is estimated that the consumption of HBM silicon wafers will increase by 23% and 28% in 2027 and 2028, respectively; new general DRAM production capacity will gradually come online starting in 2027, with an additional monthly capacity of about 350,000 to 450,000 pieces by 2028. In terms of advanced logic, the consumption of logic process silicon wafers is expected to increase by 12% and 11% in 2027 and 2028, respectively. Currently, customer silicon wafer inventory remains at about 100 to 120 days, and it will take time to digest to the normal level of 50 to 70 days.

On-chain data shows that 1.4175 billion WLFI tokens, matching the holdings disclosed by U.S. President Trump, were transferred into a lock-up contract via a multi-signature transaction on May 19, establishing the first clear monetization timeline for his approximately $800 million holdings. Participants in this vesting plan must immediately burn 10% of the tokens upon entry and set a two-year cliff period, followed by a linear release over three years, with the earliest sale not possible until May 2028.On-chain data indicates that a total of six internal wallets transferred tokens into this contract, with the largest wallet depositing 1.575 billion WLFI, retaining 1.4175 billion after burning, consistent with Trump's disclosed holdings; two other wallets each deposited 375 million, and three wallets each deposited 225 million. This lock-up contract is currently the largest single holder of WLFI, holding 4.61 billion tokens, nearly half of the total supply. The total supply of WLFI has been reduced from a cap of 10 billion to 9.67 billion.This vesting plan was created through a governance proposal passed around May 6, with 11,537 wallets voting in support. Founders who hold tokens can choose to convert indefinite lock-up into a two-year cliff period plus a three-year vesting period, with participation being voluntary. A spokesperson for World Liberty Financial, David Wachsman, stated that the community voted in support of the founders burning tokens, and the co-founders transferred tokens into a smart contract to complete the burn, taking on the strictest lock-up conditions among all token holders.

Geoff Kendrick, the Global Head of Digital Asset Research at Standard Chartered, stated in a research report that SKY could reach $0.325 by the end of 2028, which is five times the benchmark price of $0.065 set in the report. The bank expects that the price increase of SKY will roughly synchronize with ETH and outperform Bitcoin before the end of 2028.Sky is a decentralized finance platform that will adopt its current name in 2024 and launch USDS and the governance token SKY. Since September 2024, Sky's agency has borrowed $5.9 billion USDS; the supply of USDS reached $10.04 billion in June, a year-on-year increase of 96.9%, down from $11.14 billion in May. Standard Chartered stated that further growth in USDS supply will drive protocol revenue and increase distributions to token holders, while staking rewards and a token buyback mechanism will be used to distribute value to SKY holders. The bank expects that the value distributed to holders will at least double in the next 12 months and noted that the slower-than-expected growth of yield-bearing stablecoins is a major risk to SKY's outlook.

Morgan Stanley stated that although market expectations indicate that data center investment will slow down, the growth of AI semiconductor suppliers may continue to exceed the broader growth of cloud spending by 2028 due to strong demand for advanced chip packaging.It is expected that the total capacity of advanced packaging will grow by about 50% by 2028, while the capital expenditure growth of cloud service providers will be 12%.

According to DIGITIMES, the IC design and semiconductor industry generally believes that the duration of the current tight supply and demand for mature process chips will be longer. Most industry opinions suggest that the industry will need to actively compete for capacity at least until 2028, and price increases may become the norm in the industry. Some even believe that by 2030, the supply and demand relationship for mature process chips may not be able to stabilize.Industry insiders in IC design admit that the overall market situation for end products is not particularly hot; it is just that the demand related to cloud AI is excessively large and continues to expand.

Bernstein analysts predict that Robinhood's blockchain network, Robinhood Chain, could generate up to $160 million in fee revenue annually by 2028. This forecast is based on the growing demand for tokenized stock trading, which currently accounts for about 27% of the total trading volume on the chain, while meme coin trading has decreased from 100% at its launch on July 1 to 36%.According to DefiLlama data, just over two months after its launch, Robinhood Chain has become the leading blockchain network by daily fees, generating $2.13 million in fees in the past 24 hours. On July 20, Bernstein raised the price target for Robinhood (HOOD) stock from $130 to $160 and maintained an outperform rating.However, Robinhood's on-chain stocks have recently faced criticism from AMC Entertainment Holdings CEO Adam Aron. Aron stated that the platform's tokenized stocks providing economic exposure to AMC shares are not affiliated with the company and called the move "outrageous," adding that AMC will request its external securities legal counsel to conduct an investigation.

Goldman Sachs significantly raised its industry forecast in the latest global optical module report, expecting the global optical module market size to reach approximately $67.7 billion, $131.4 billion, and $148.5 billion in 2026, 2027, and 2028 respectively, an increase of 33%, 81%, and 115% compared to previous forecasts.Goldman Sachs believes that this round of upward revision is not solely due to the increase in the number of AI servers; more importantly, the architecture of AI servers is continuously migrating towards high-speed networks, coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, driving rapid growth in demand for 800G, 1.6T, and even 3.2T.

According to SoSoValue data, yesterday (Eastern Time September 2) the XRP spot ETF had a total net outflow of $7.2028 million.Yesterday, only the Bitwise XRP ETF (XRP) experienced a net outflow, with a single-day net outflow of $7.2028 million. The historical total net inflow currently stands at $596 million. As of the time of writing, the total net asset value of the XRP spot ETF is $1.415 billion, with an XRP net asset ratio of 1.67%. The historical cumulative net inflow has reached $1.676 billion.

According to Catcher Predict monitoring, the "Republican 2028 Presidential Candidate" event is currently the most actively traded on the prediction market Polymarket, with a cumulative pool size reaching $6.973 billion. The option with the highest market consensus is "J.D. Vance," with an associated winning probability of approximately 53.05%.

According to CNBC, Goldman Sachs analyst Jim Schneider stated in an interview with CNBC that Nvidia's latest announcement of its second-quarter performance for fiscal year 2027 exceeded market expectations, and the revenue guidance for the next quarter is also higher than analysts' estimates. Driven by the company's optimistic outlook for revenue growth in the next fiscal year, Nvidia's stock price rose about 4% in after-hours trading.Schneider pointed out that Nvidia expects revenue for fiscal year 2028 to still achieve about 70% growth, indicating that the demand for AI infrastructure remains strong. The current focus of the market has shifted from short-term performance to whether the AI computing investment cycle can be sustained, and whether Nvidia's high growth expectations for the next few years can be realized.

Liquid Capital founder Jack Yi (易理华) posted on the X platform, stating that he remains bullish. Currently, the resistance level is consolidating; in a bull market, both resistance level consolidation and pullbacks from high positions are normal phenomena. He plans to go long at high positions and then wait for a reasonable pullback to continue buying. The bull market trend is expected to last at least until 2028, so it's best to avoid shorting.Risk assets have finally welcomed opportunities, and AI is far from reaching a bubble moment. Seizing these two waves of investment opportunities is currently the best strategy. Perhaps he is indeed not good at shorting, as everyone benefits from the industry bull market. Now that the trend is bullish, going long is even easier; one shouldn't always think about speculating by shorting.

NVIDIA (NVDA.O) Chief Financial Officer stated that the gross margin for fiscal year 2028 should stabilize between 72% and 73%.

NVIDIA (NVDA.O) Chief Financial Officer stated that the outlook for fiscal year 2028 will be affected by supply constraints.

NVIDIA (NVDA.O) Chief Financial Officer expects revenue to grow by about 70% in fiscal year 2028.