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Chief Investment Officer Greg Taylor of PenderFund Capital Management stated that the September non-farm report is favorable for the market and essentially rules out the possibility of a Federal Reserve rate hike in October.There may still be expectations for a rate hike in December, but it has already been priced in by the market and will not have a significant impact on the market.

After the non-farm payroll data was released, the yield on the U.S. 30-year Treasury bond fell by 2.8 basis points to 5.575%. The 2-year yield dropped by 7.7 basis points to 4.71%. The 10-year yield ultimately decreased by 5.6 basis points to 5.18%.

According to Gate market data, after the non-farm payroll data was released, spot gold rose by about 40 dollars, reaching a high of 4,226 dollars per ounce; spot silver broke through 62 dollars per ounce, with an intraday increase of 1.67%.

The U.S. Bureau of Labor Statistics revised the non-farm payroll employment for July from +21,000 to -10,000, and for August from 162,000 to 133,000.After the revisions, the total number of new jobs for July and August is 60,000 lower than before the revisions.

In September, the seasonally adjusted non-farm payroll employment in the United States increased by 29,000, with an expectation of 90,000, and the previous value was revised from 162,000 to 133,000.

The seasonally adjusted non-farm payroll employment and unemployment rate, as well as the month-on-month and year-on-year average hourly earnings in the United States for September will be announced in ten minutes.

At 20:30 Beijing time tonight, the U.S. Bureau of Labor Statistics will release the non-farm payroll report for September.Market consensus expects that 84,000 new jobs were added in September, the unemployment rate remains at 4.1%, and the average hourly wage year-on-year is 3.1%; the previous value for August was an increase of 162,000 jobs. The market is particularly focused on the extent of the decline in new jobs, wage growth, and whether the August data will be revised down.

Zano disclosed that there is a validation deficiency in the Gateway Addresses introduced by Hard Fork 6, allowing attackers to mint approximately 18.4 million ZANO in a single transaction, and on September 25, they minted the same amount again, also minting fUSD in the same manner.The project team stated that the value of the related fraudulent tokens exceeds 200 million dollars, with potentially affected activities involving 117,941 outputs and 65,301 transactions. Zano has restored the chain state from block 3,833,000 and disabled the Gateway Addresses, and the affected balances will be fully restored, with the ZANO supply and issuance plan remaining unchanged.

The Rollup founder Andy commented on the MetaMask infrastructure security incident, stating that, according to sources, unless significant negative news arises, there will be a small-scale withdrawal of staked ETH. It is recommended to take proactive measures for all re-staked ETH positions that have exposure to Lido.Andy expressed hope for a positive outcome, but he believes it may be wiser for the protocol and investors to actively respond. He mentioned that the current situation seems to be under control, but based on his recent communications with multiple parties, no one is clear about what exactly has happened.

The privacy public chain Zano team stated that a hotfix has been deployed in response to the inflation vulnerability that occurred last Friday, and the network is currently running stably on the updated chain. The chain previously rolled back the block height to 3,833,000, erasing the confirmed transaction records from the past 30 days.The Zano team indicated that third-party wallets, exchanges, and payment service providers must first update their nodes to the updated chain in order to safely resume transfers of ZANO and Zano issued assets. Service providers will announce recovery progress through official channels, and the recovery process for affected users is being prepared. The native asset ZANO saw a price drop of 32% this week and a decline of 40.6% since 2026. The official Zano X account stated that users can update their iOS, Android, and desktop wallets, and the team will soon announce more details on the recovery process.

Zano, the privacy blockchain, announced a network update stating that the core team discovered a serious vulnerability in the Gateway Address, allowing unauthorized ZANO and fUSD to enter circulation. Investigations show that the wallet's payment keys or the privacy of ordinary transactions were not compromised, and Zano's core consensus mechanism was also unaffected.The team has developed a solution to clear all unauthorized activities by coordinating a network upgrade. To ensure network integrity, the Zano blockchain has been restarted from block height 3,833,000 (i.e., before the 6th hard fork), affecting approximately one month of on-chain historical records. Nodes, miners, stakers, and related services need to adopt the emergency update as soon as possible.The team stated that they will work with affected projects to address the losses and will announce compensation and claims processes, striving to compensate the community. Technical reasons and related code review results will be disclosed in the follow-up.

Next week's macro data focus will be on Friday's U.S. non-farm payroll report, including non-farm employment population, unemployment rate, and average hourly wage, which are directly related to the Federal Reserve's interest rate path and are important employment data ahead of the October monetary policy meeting. According to Beijing time, on Wednesday at 20:15, the U.S. September ADP employment figures will be released, and at 20:30, the U.S. August core PCE price index year-on-year will be announced; on Thursday at 20:30, the number of initial jobless claims in the U.S. for the week ending September 26 will be released, and on Friday at 20:30, the U.S. September seasonally adjusted non-farm employment population and unemployment rate will be published.Regarding officials' speeches, on Thursday at 16:00, Bank of England Governor Bailey will speak, and at 21:30, European Central Bank President Lagarde will speak. Starting from early Wednesday, Federal Reserve officials will have a series of public activities; 2027 FOMC voting member and Chicago Fed President Goolsbee, along with 2028 FOMC voting member and St. Louis Fed President Bullard, will speak in succession, and FOMC permanent voting member and New York Fed President Williams will deliver a keynote speech at the University at Buffalo. On Thursday, Federal Reserve Governor Cook, Minneapolis Fed President Kashkari, and Richmond Fed President Barkin will speak in turn, and on Friday, Williams and Dallas Fed President Logan will still have public activities. In terms of U.S. stocks, Micron will release its earnings report after the market on Wednesday, and Nike will announce its latest quarterly earnings report on Thursday, with both companies corresponding to storage chips and consumer demand.

The privacy blockchain network Zano disclosed that an inflation vulnerability involving Gateway Addresses has forced it to propose rolling back the blockchain by about 24 hours of history and requires users to immediately cease economic activities related to ZANO and Confidential Assets. Zano has promised to compensate for the losses caused by the rollback but has not yet announced the target block height for the rollback, the fix version, the compensation process, the vulnerability mechanism, and the number of unauthorized created assets.Gateway Addresses went live on August 26 with Hard Fork 6.

According to internal information obtained by 404 Media and Reuters, after Meta expanded the Muse "Call for You" testing, it was revealed that some calls were actually completed by real people. Muse can transfer tasks to real contractors at call centers, who then make calls on behalf of users and fulfill requests. Some testers only realized there was human intervention after the call ended.Meta adopted this approach mainly to improve success rates. Internal testing showed that the success rate of phone tasks could reach 95% to 98% with human intervention, higher than pure AI. Some merchants hang up directly when they hear the other party is AI, and there are also testers in the community who reported that merchants hung up after Muse identified itself as an AI assistant.Human intervention raises privacy concerns, as users originally believed their information was only shared with AI, but it may actually be seen by outsourced personnel. Some people within Meta also questioned that providing privacy training to contractors does not equate to a real safety mechanism. A Meta official later admitted that failing to inform testers in advance about human intervention was a mistake, and this feature has been rolled back. Meta stated that the phone function is still in testing and will only be officially launched after ensuring safety, privacy, and clear communication.

Microsoft CEO Satya Nadella posted on X stating: Any pursuit of superintelligence must be based on core principles, namely that if the AI we build cannot help humanity and is not under human control, it is not worth pursuing.He also mentioned the need to accelerate and widely disseminate the benefits of AI, allowing it to spread broadly across nations, communities, and companies, which requires a thriving frontier ecosystem for both closed-source and open-source models. For enterprises, it is essential to retain complete control over their unique and tacit knowledge, and each organization should be able to build its own continuous learning loop without relying on any single model provider, embedding its own knowledge into the models and weights it controls.Nadella welcomed the necessary research, attention, and careful pacing for proper alignment, as well as ideas like "embedded evaluators." This cannot be controlled by a few entities; it must have broad representation across ecosystems, nations, and fields including academia. Microsoft's approach is broad access and choice at every layer of the AI stack, enterprise control over learning loops and models, and the release of its proprietary MAI model "Code of Conduct" for public consultation tomorrow.

The Rollup founder Andy posted that market rumors suggest the U.S. Securities and Exchange Commission (SEC) is preparing to launch the largest tokenization innovation exemption policy to date, which may allow tokenized securities to be traded solely through registered transfer agents, without the need for broker-dealer licenses, and without adhering to traditional trading platform or ATS-related rules. It is also reported that this could cover U.S. retail investors and overseas investors.Andy stated that if the above news is true, its potential impact would be significant. Tokenized funds could be issued and traded directly in the form of on-chain tokens, with transfer agents maintaining legal ownership records on-chain, while the underlying assets held by the fund, such as stocks and bonds, could also be further tokenized, thus forming an on-chain trading system of "fund tokens + underlying asset tokens."Andy later mentioned that a large fund has already received the SEC's "green light," but this has not yet been officially confirmed. He speculated that ARK, Fidelity, or BlackRock could be potential participants. If the policy is ultimately implemented, U.S. asset management firms may accelerate the issuance of native equity tokens to compete for around-the-clock liquidity and on-chain distribution channels, rather than waiting for third parties to mirror tokenize traditional securities. He further linked this potential policy change to the recent push by the Trump administration for regulatory openness in the crypto market, as well as the CFTC's efforts to bring perpetual contracts to the U.S. market, believing that the U.S. regulatory environment may be gradually opening the policy floodgates for on-chain finance.

According to the token unlocking data from the crypto asset data platform RootData, RollX (ROLL) will unlock approximately 10.83 million tokens at 11:00 AM Beijing time on September 16, with a value of about 1.26 million USD.

Scroll Governance Forum posted that the team will recently apply AI extensively in operations and product development. Previously, core chain operations required over 20 engineers, but now it is completed by fewer dedicated engineers in conjunction with AI agents, while maintaining existing usability and security standards. The team believes that blockchain can provide a trusted coordination layer to define and execute rules, and ZK can help agents interact with credentials, private data, and computations without exposing underlying information.The team is building an interconnected product stack: Compass is an iOS application that can access the large models and functions provided by the Compass API, and includes VPN and eSIM; Compass API is the AI routing infrastructure, connecting over 30 large models; CENO provides a trust layer through ZK, protecting credentials, agent context, and privacy computations; USX is used for payments and settlements; SCR continues to coordinate governance; the Scroll network serves as a trust and coordination layer. CENO has reached out to over 30 potential clients, of which 12 are participating in proof of concept testing.The team plans to gradually transform Scroll from a general public chain into a dedicated network centered around Compass and the AI product stack, with an overall transition expected to take about nine months. According to the current plan, SCR will migrate to the Ethereum mainnet to maintain accessibility and liquidity, with supply and token economics remaining unchanged, and will continue to serve as a governance token. This post is only a progress update, not an official proposal or vote, and further proposals regarding the network transformation and matters requiring DAO approval will be made separately.