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Coreweave stated that, from the customer's perspective, NVIDIA chips are currently the best choice.

Zhao Changpeng posted that today is a difficult day for Bitget. He believes and knows that Binance, the BNB Chain ecosystem, and the community will do everything possible to provide assistance, and he calls on the community to stay "SAFU".

According to Bitcoin Magazine, Santiago Capital CEO Brent Johnson stated in an interview with Bitcoin Magazine that Bitcoin is not a currency but the best "pure play" asset to bet on the rise of global liquidity.He believes that as the scale of digital assets and stablecoins continues to expand, Bitcoin will exist in the long term. The global overissuance of currency may drive Bitcoin to rise significantly, but he still does not believe that Bitcoin will replace the dollar system.Johnson is the proponent of the "Dollar Milkshake Theory," which suggests that the global debt crisis will actually strengthen the dollar. He mentioned that the 10-year U.S. Treasury yield has reached 5% and discussed the sovereign debt crisis, while paying attention to three major market signals: credit spreads, VIX, and the U.S. Dollar Index (DXY), as well as the dollar index range needed for the global economy, referred to as "the Band."He also talked about the GENIUS Act, stablecoins, and the trend of global dollarization, explaining why Bitcoin is a bet on global liquidity. Santiago Capital's investment directions include gold, defense, AI, and tokenization. Johnson also discussed tokenization, 24-hour trading, and the markets in Central and South America.

Social Capital founder Chamath Palihapitiya released an in-depth research report stating that open-source weight models are about four months away from matching the best closed-source frontier models in public evaluations, with increasing fluctuations in the gap. If open-source models allow companies more control over data, infrastructure, and customization while approaching frontier performance, the value corresponding to companies still paying for frontier laboratories becomes a business issue. Openness exists on a spectrum, from fully open-source models that can be downloaded and freely modified to open-source weight models with various restrictions, while closed-source models keep weights proprietary.Palantir CEO Alex Karp warned that companies might hand over differentiated proprietary knowledge and processes to frontier model providers. Microsoft CEO Satya Nadella stated that companies are effectively paying for intelligence twice: once in money and again in the more valuable proprietary knowledge that must be disclosed to make the intelligence useful. Despite concerns, companies are still willing to pay for frontier performance, even if the best open-source weight models are only months behind, with frontier laboratory revenues continuing to accelerate.Leading companies use both types of models, leveraging open-source models for control and customization while utilizing closed-source frontier models for maximum capability, with some cases reporting up to 12 times engineering efficiency and over 20 times cost savings. Some vendors adopt a dual-track approach, with Google offering both Gemini and Gemma, and Meta providing both Muse Spark and Llama. The 99-page report also discusses the costs of maintaining a lead for frontier laboratories, five factors of model competition, model operating locations, and investments in open-source weights by NVIDIA and Samsung.

According to Cointelegraph, MicroStrategy was the best-performing component stock in the Nasdaq 100 index over the past month, with its stock price soaring by 48%.

Founder of Strategy Michael Saylor stated: The digital asset industry is better off with supportive rules from the SEC, CFTC, Treasury, and banking regulators than accepting the limitations in the final CLARITY compromise. The safest path is to create products that satisfy customers and deploy them widely, allowing people to have a stake in innovation. Ownership should be protected, honest disclosure required, and fraud punished, then let entrepreneurs compete and grow.Saylor mentioned that the September CLARITY compromise would have restricted covered providers to only paying customers for holding stablecoins while allowing qualified activity rewards, and directed the Treasury to limit certain rewards when a significant harmful deposit transfer to community banks was identified. The GENIUS Act has included restrictions on issuers paying interest and returns on stablecoins. The innovation sandbox of CLARITY would have limited participating companies to 25 employees, with each committee approving 20 projects per year. The SEC provided conditional relief for on-chain trading of certain tokenized stocks on September 17, and the CFTC chairman committed to using existing authority while the bill is stalled.He pointed out that useful products should be scaled by 2027 and 2028, transforming temporary relief into permanent rules. The goal is to have 50 million American voters using digital financial products that improve their lives. The best protection for digital innovation is the public that benefits from it.

According to Gate market data, the US dollar is expected to record its best weekly performance in three months, following signals from the Federal Reserve indicating further interest rate hikes. The US Dollar Index (DXY) has risen about 1.1% this week and has slightly surpassed the 200-day moving average.JPMorgan Chase, Standard Chartered Bank, and others believe that the Federal Reserve's interest rate hikes have removed the biggest obstacle to the strengthening of the US dollar.

ETH has increased by 60.62% so far in the third quarter of this year, marking the second-best third-quarter performance on record, only behind the 66.55% in the third quarter of 2025.

Apple's new CEO John Ternus stated at the company's Surprise and Shine event that the iPhone is currently the best AI device, and Apple places more importance on data privacy than its competitors. This statement comes as Ternus takes over as CEO from Tim Cook, who is now the Executive Chairman. Apple does not plan to create new hardware for AI but hopes to make the iPhone the central way for consumers to interact with this new technology.Ternus described the ideal AI device as a "smart personal hub," stating that it should widely understand the user's personal context, always be with them, have a powerful processor capable of running AI models on the device, connect to cloud models via the internet, and feature a large display, high-quality camera and microphone, long battery life, ease of use, and seamless collaboration with other devices, applications, and services. He stated that there is no product better suited to become a smart personal hub than the iPhone.Ternus also emphasized that Apple places greater importance on data privacy, stating that others view users' personal data as something to be collected and stored. He mentioned that when data is no longer controlled by the user, trust can only go so far, which is why Apple Intelligence runs as much as possible on the device.

F2Pool co-founder Wang Chun (@satofishi) stated that six years ago, he banned all members of the Zcash team due to their continuous confusion between EST and EDT time zones, believing that the team lacked basic principles of understanding. He mentioned that this decision remains one of his most correct choices to this day.Wang Chun cited the BlockFi incident as an analogy—BlockFi mistakenly sent 701.4 BTC instead of the 701.4 USD that should have been sent to users, pointing out that "those who can't even distinguish between EDT and EST are likely to confuse BTC and USD."

According to Be In Crypto, Binance founder Zhao Changpeng recently stated that YZi Labs' investments over the past few months will become the highest return layout, as they invested in cryptocurrency prices close to the lows of the bear market.YZi Labs has disclosed seven investments in 2026: in January, they invested in the on-chain trading terminal Genius and the digital asset custodian BitGo; in March, they led a $52 million investment in RoboForce and invested $1 million in the venture project Atlas Scout; in April, they made an additional investment in the prediction market Predict.fun; in May, they led an $8 million seed round investment in the AI agent payment settlement layer AEON; in August, they invested in the cross-chain fixed-rate lending platform TermMax.Zhao Changpeng believes that the influx of funds into AI is eliminating short-term cryptocurrency teams, and the return of AI funds to digital assets has already begun. Bitcoin has rebounded after a 47% drop from its peak, but it is still far below the October high.

Bitcoin recorded an increase of about 25% in August, marking its third-best August performance in history. André Dragosch, Head of Research at Bitwise Europe, noted in a post on the X platform on September 1 that Bitcoin's return in August was 25%, second only to approximately 65.6% in August 2017 and about 30.7% in August 2013, stating that "there was no 'summer slump.'"Multiple analyses show that the period from June to September is usually when Bitcoin underperforms for the year. In June and July this year, Bitcoin's volatility remained low, with prices dipping below $65,000 at one point. A turning point occurred in mid-August when the U.S. Treasury announced it would more than double the scale of government debt buybacks due to pressure in the fixed income market and yields reaching their highest levels in nearly 20 years. The decline in long-term yields reduced the holding costs of non-yielding assets like Bitcoin and gold, supporting risk appetite, leading investors to flock to Bitcoin. Subsequently, U.S. President Trump urged lawmakers to expedite the passage of the Crypto Clarity Act, calling the draft "very strong."In terms of funding, investors poured over $2.8 billion into Bitcoin ETFs in August, the largest single-month inflow since October last year. Bitcoin reached $81,281 last Monday before retreating, recently reporting $76,883, with a nearly 3% drop in 24 hours; over the past month, Bitcoin has cumulatively risen more than 20%.

SemiAnalysis released the latest episode of its podcast, which pointed out that SK Hynix and Micron have been facing challenges in achieving the highest HBM4 speeds. In particular, SK Hynix had to redesign its base chip, resulting in delays in HBM4 deliveries to the NVIDIA Rubin platform.Samsung currently has the best HBM4 technology. Broadcom has traditionally relied heavily on Samsung for its HBM supply. Samsung's performance in the HBM3E generation was poor, which posed a disadvantage for Broadcom's ASICs. However, now Samsung is leading its competitors with HBM4, and this same supply chain relationship has become an advantage for Jalapeño.

According to the latest data from Counterpoint Research, the Apple iPhone 17 is the best-selling smartphone globally in the second quarter of 2026, accounting for 6% of the total global smartphone shipments; the iPhone 17 Pro Max and iPhone 17 Pro rank second and third on the list. Apple and Samsung each occupy five positions in the global best-selling smartphone TOP10 list; the top ten models together account for 26% of the total global smartphone sales, an increase of 2% year-on-year. The base model iPhone 17 remains the best-selling smartphone this quarter, with significant upgrades narrowing the gap with the Pro models, supporting sales.Apple's stock price closed down 0.14% on Tuesday and fell 0.23% after hours, with a market capitalization currently reported at $4.52 trillion. For Samsung Electronics, two models from the Galaxy S series entered the top ten; the Galaxy S26 Ultra became Samsung's best-selling model this quarter, improving its ranking by 5 places compared to the previous generation, and it is also the best-selling Android model this quarter; this is the first time a super high-end Android device has led Android sales in the second quarter.

Tom Lee posted on platform X that Fundstrat Direct's "Best 10 Trading Days Rule" shows that all of Bitcoin's gains come from the best-performing 10 trading days: these 10 trading days saw a cumulative increase of 162%, while excluding them resulted in a decline of 14%. This week is one of those best trading days, making it more suitable to hold Bitcoin.

Binance founder Zhao Changpeng called for "tokenizing everything," stating that tokenization is one of the best ways for countries to raise funds or attract foreign direct investment. He asked, "Which country or company wouldn't want to sell its tokenized stock globally?" He supports tokenization across all blockchains, acknowledging that it may lead to liquidity fragmentation issues, but believes this is the fastest way for the industry to develop. If high interchangeability can be achieved among different issuers, the fragmentation issue can be resolved to some extent.Zhao Changpeng also shared data related to BNB Chain, showing that the number of RWA holders on BNB Chain has reached 776,000, an increase of approximately 370% in 30 days.

On August 5, 2026, BNB Chain officially launched the Build the Era open hackathon, aimed at individual developers and teams, soliciting proposals for building the best AI Agent trading market on the BNB Smart Chain. Currently, over 200,000 AI Agents based on the ERC-8004 standard have been registered on the BNB Smart Chain, accounting for about 60% of the total number of similar Agents across 26 networks, but there is a lack of a unified entry point for discovery, comparison, and invocation. This hackathon aims to fill this discoverability gap.The total prize pool for this hackathon exceeds $40,000, jointly provided by BNB Chain and ecosystem partners such as TermiX, PancakeSwap, AltLayer, and Altana. Among them, the champion of the main track from BNB Chain will receive a reward equivalent to 30,000 USDT and have the opportunity to be officially adopted as the trading market for BNB Agent Studio, incubated and operated as an independent product. TermiX has set aside a partner track prize of 10,000 USDT, PancakeSwap offers 1,000 CAKE, AltLayer provides the 8004scan Pro solution and AltLLM credits, and Altana offers 50,000 XP.The submission period for works is from August 5 to September 9, with the evaluation period from September 9 to 23, and the winners will be announced on November 5. BNB Chain reminds developers to build markets around four types of Agents: monitoring, grid trading, health factor management, and yield optimization, and suggests that the market should have cross-category coverage capabilities.