month-on-month

The CertiK security data dashboard shows that a total of 247 security incidents occurred in the third quarter of 2026, an increase of 12.8% compared to the previous quarter; the total loss was approximately 1.26 billion USD, an increase of 53.9% from 819.4 million USD in the second quarter.

According to financing data statistics from RootData, there were a total of 47 financing events disclosed in the crypto primary market in September, of which 34 disclosed amounts that can be accurately counted, with a total financing amount of approximately $1.114 billion. This represents an 85.0% increase compared to about $602 million in August, and a 9.0% increase compared to about $1.022 billion in September 2025; the number of financing events decreased by 4.1% compared to 49 in August, and decreased by 25.4% compared to 63 in the same period last year.From the perspective of sectors, infrastructure had the most financing events in September, with a total of 14 financings completed, disclosing an amount of approximately $263 million; both CeFi and DeFi completed 11 financings, disclosing amounts of approximately $394 million and $369 million, respectively. The three major sectors of CeFi, DeFi, and infrastructure accounted for about 92.0% of the disclosed financing amount this month.The three highest financing amounts in September were Polymarket ($300 million), Félix ($200 million), and Jeeves ($110 million), totaling $610 million, which accounted for about 54.8% of the total financing amount this month; Kraken also received a $100 million investment from Nasdaq. The financing amount this month showed a significant rebound, mainly driven by a few large financings, while the overall number of financing events in the market did not increase correspondingly.In September, a total of 8 RWA-related financing events were disclosed, of which 6 disclosed specific amounts, totaling approximately $52.75 million, accounting for about 17.0% and 4.7% of the number of financing events and total financing amount this month, respectively. Compared to 2 events and $14 million in August, the number of events increased by 300%, and the financing amount increased by approximately 276.8%. The top three projects by amount were OpenReserve ($25 million), Tare ($13.25 million), and CatchBack ($8 million), which together accounted for approximately 87.7% of the disclosed amount in the RWA sector.Additionally, 11 merger and acquisition events were disclosed in September, an increase of 57.1% compared to 7 in August, and a decrease of 42.1% compared to 19 in the same period last year. Among them, the tools and information services sector had a total of 4 events, making it the most active sector for mergers and acquisitions. Representative transactions include MoonPay acquiring North Capital, CoinMarketCap acquiring CoinGlass, Circle acquiring Tazapay, and S&P acquiring OpenZeppelin.In terms of investment institutions, Coinbase Ventures participated in 6 financings, making it the most active institution this month; a16z and Maven11 each participated in 3. Overall, in September, funds mainly flowed towards payments, prediction markets, trading and data infrastructure, CeFi, and RWA, among other directions.

Nick Timiraos, the "Fed Whisperer," stated that in the August CPI, core services inflation excluding housing rose by 0.51% month-over-month, the highest level since January, and increased by 3% year-over-year. Core goods inflation rose by 0.11% month-over-month and increased by 0.7% year-over-year. Housing inflation rose by 0.26% month-over-month and increased by 3% year-over-year.

MediaTek announced a consolidated revenue of 64.183 billion NTD for August, a month-on-month increase of 32.4% and a year-on-year increase of 44%, setting a new monthly record. The combined performance for July and August reached 112.658 billion NTD, bringing the total consolidated revenue for the first eight months of this year to 413.991 billion NTD, a year-on-year increase of 5.7%. If September's performance exceeds 39.542 billion NTD, it will meet the lower end of the financial forecast for the third quarter.MediaTek expects growth in its smart device platform business this quarter to offset the impact of its mobile business. Based on an exchange rate of 1 USD to 32 NTD, revenue this quarter is expected to be between 152.2 billion and 159.8 billion NTD, remaining flat to growing by 5% compared to the previous quarter, and growing by 7% to 12% compared to the same period last year, with a gross margin estimated at 46% plus or minus 1.5 percentage points. The ramp-up of flagship system-on-chip products can largely offset weakness in other products, with mobile chip revenue expected to remain flat to decline in the single-digit percentage range, while revenue from the smart device platform is expected to grow in the mid to high single-digit percentage range.MediaTek's ASIC design services and other businesses are expected to contribute this year, with estimated dollar revenue expected to reach the high single-digit percentage range, achieving the upper end of the original target range. Data center chips, through close collaboration with major U.S. cloud service providers, have developed the first AI accelerator ASIC, which is expected to enter mass production in the fourth quarter, with data center revenue expected to exceed 2 billion USD this year. MediaTek has raised its market share target for the addressable market in the data center sector from 10% to 15% to 15% to 20% by 2027.

KB Securities released a report on September 11, indicating that Samsung Electronics' HBM market share is expected to increase from 33% in the second quarter to 40% in the fourth quarter, mainly due to HBM4 sales in the third quarter growing more than three times quarter-on-quarter, and HBM4 is expected to account for over 60% of its total HBM sales in the second half of the year.Samsung Electronics has established comprehensive mass production of HBM4, supplied HBM4E samples to core customers, adopted the HBM5 architecture with 1c core bare chips and 2-nanometer base bare chips, and outlined the roadmap for the next-generation ZHBM. In terms of its foundry business, the 4-nanometer yield has stabilized above 80%, and the 2-nanometer GAA yield has rapidly increased to over 70%. KB Securities analyst Kim Dong-Won stated that the foundry business is expected to turn profitable starting in the third quarter, and the 2-nanometer yield may help it secure orders from major U.S. clients within the year.

According to the mainstream exchange contract trading volume data released by Wu Shuo Blockchain, in August 2026, the contract trading volume of Huobi HTX reached approximately 29.939 billion USD, an increase of 84.4% compared to 16.233 billion USD in July, ranking first in the month-on-month growth among statistical platforms.In August, Huobi HTX launched 56 new assets in its contract products, including 41 popular stocks and index targets as well as 15 new coins. Currently, the number of stock trading assets supported by the platform has increased to 210, covering U.S. individual stocks, global core indices and ETFs, unicorn Pre-IPOs, and leading companies in Japan and South Korea.

According to official data, the overall trading volume of Gate options in August increased by 36.64% month-on-month, while retail trading volume increased by 27.55% month-on-month; during the same period, the trading volume of premiums increased by 192.83%.In addition, Gate US stock options have officially launched, initially supporting 9 popular US stock underlying assets including Nvidia, Tesla, and Apple.

According to Token Terminal data, the scale of ETH transferred from Ethereum L1 to Robinhood Chain L2 has exceeded 700 million dollars, growing by approximately 150% in the past month.

According to data from the Central Bank of Brazil (BCB), cryptocurrency purchases in July amounted to $572 million, a decrease of nearly 80% compared to $2.6 billion in June, and a decline of nearly 60% from $1.4 billion in July 2025.Fernando Rocha, head of the statistics department at the Central Bank of Brazil, stated that the changes are part of the adaptation of cryptocurrency exchanges to the new regulatory environment for digital assets, with anti-money laundering controls and governance requirements being significant factors in the reduction of transaction volume. Since 2026, the total amount of cryptocurrency purchases in Brazil has reached $15.25 billion, more than doubling compared to $7.6 billion in the same period of 2025. BCB noted that most of the related transactions involve stablecoins.

According to The Block data panel, the combined trading volume of Kalshi, Polymarket, and Polymarket US in August fell by 14.5% month-on-month to $45.33 billion, marking the first monthly decline in a year. Among them, Kalshi's trading volume in August was $37.17 billion, down 7.3% from $40.1 billion in July; the combined trading volume of Polymarket and its US platform was $8.16 billion, down 36.7% from $12.89 billion in July.The decline in August occurred after a surge in summer prediction market activity driven by the World Cup (June 11 to July 19), but the August trading volume was still significantly higher than May's $25.66 billion. Meanwhile, Kalshi and Polymarket are facing increasingly stringent scrutiny from state-level regulators in the US, particularly regarding sports-related contracts, with more than ten states taking enforcement actions or filing lawsuits against the two platforms. Last week, Connecticut sued Kalshi, seeking to prevent the platform from offering sports contracts.Despite the escalating legal disputes with state regulators, Kalshi continues to expand its presence in the sports sector, recently signing an agreement with the United States Tennis Association to become the exclusive prediction market partner for the US Open. Additionally, earlier this week, Kalshi permanently banned former US Congressman George Santos, marking its first permanent ban, due to Santos violating rules by betting on whether he would attend the State of the Union address, resulting in a fine of over $71,000.

The research institution Sigmaintell has released a storage price indicator showing that in the third quarter of 2026, the overall supply and demand in the global storage market remains tight. Prices for all categories of DRAM (Dynamic Random Access Memory) and NAND Flash (flash memory) continue to rise month-on-month, but the rate of increase has significantly slowed compared to the second quarter, with the month-on-month increase for some storage chips narrowing to within 10%.

In July, the personal income month-on-month rate in the United States was 0.4%, higher than the expected 0.2% and the previous value of 0.2%.

The U.S. July PCE price index month-on-month was 0.2%, higher than the expected 0.1%, and the previous value was -0.1%.

Blockworks released the XRP Q2 report, with XRP's quarter-end closing price at $1.04, down 19.9%, and a market cap of $65.8 billion, still the fourth largest non-stablecoin asset. XRP ETP net inflow was $253.6 million, marking the third consecutive quarter of positive inflows, totaling over $1.9 billion. CEX spot trading volume was $57.6 billion, down 53.5% quarter-over-quarter, and perpetual contract trading volume decreased by 44%.The supply of XRPL native stablecoins increased by 195.4% quarter-over-quarter to $825.5 million, with RLUSD supply at $676.9 million, up 257%. OKX has launched RLUSD with over 280 spot trading pairs, and the Japanese Financial Services Agency has approved RLUSD as an electronic payment tool, distributed through SBI VC Trade. The total value of tokenized RWAs on XRPL increased by 102.5% quarter-over-quarter to $4.46 billion, setting a new quarterly high, with Justoken's energy-related JMWH accounting for about half. The transfer volume of stablecoins increased by 207.5% quarter-over-quarter to approximately $10 billion, with RLUSD accounting for about 90%.In terms of network activity, total transaction volume was 222.4 million (down 6.5% quarter-over-quarter), daily active addresses were 16,800 (down 10.7%), DEX trading volume was $482.9 million (down 35.9%), and transaction costs fell to $0.00024 (declining for five consecutive quarters). The lending protocols XLS-65/66 received support from 9/35 and 8/35 validators respectively, still 29 votes short of the activation threshold, with a revised version to be submitted in Q3. In terms of institutional collaboration, Ondo, JPMorgan Kinexys, Mastercard, and Ripple completed the tokenization of U.S. Treasury cross-chain redemptions, and Aviva Investors subsequently launched tokenized fund shares on XRPL.

According to The Block, Bitcoin mining companies CleanSpark, BitFuFu, and Canaan saw their Bitcoin production decline again in July, decreasing by approximately 5%, 10%, and 28% compared to June, respectively. The stock tickers for these companies are CLSK, FUFU, and CAN.Meanwhile, the price of Bitcoin rebounded in July, starting at around $58,500 at the beginning of the month and nearing $63,000 by the end. The production data reflects a month-on-month decline in output for the aforementioned mining companies, while the coin price showed a recovery trend during the same period.

In July, U.S. retail sales recorded a month-on-month decrease of -0.6%, the largest decline since May of last year, and lower than the market expectation of +0.1%.

In July, the seasonally adjusted core CPI in the United States recorded a month-on-month increase of 0.2%, rebounding from the previous month and meeting market expectations.

Bitcoin mining company BitFuFu released its unaudited Bitcoin production and operational data for July. In July, a total of 112 BTC were produced, including 72 BTC from self-mining and 40 BTC from cloud mining, with an average daily output of 3.6 BTC; the Bitcoin holdings decreased from 1,671 BTC in June to 1,314 BTC, a month-on-month decline of about 21%. According to its disclosure, the reduction in holdings was mainly due to prepayments made for future computing power capacity starting from August 2026 for a duration of 330 days, rather than selling off.In terms of operational metrics, the total hosted computing power in July was 14.2 EH/s, down from 15.3 EH/s in June, with self-owned computing power rising to 3.6 EH/s, a month-on-month increase of 2.9%, and computing power from third-party suppliers and hosting clients at 10.6 EH/s; the average fleet efficiency was 18.0 J/TH, and the total hosted power capacity decreased from 273 MW to 255 MW.

Bitget's latest data shows that in July, the platform's stock perpetual contract monthly trading volume reached $85.445 billion, with a single-day highest trading volume of $6.674 billion. During the same period, the monthly trading volume increased by 30.6% month-on-month, the number of traders increased by 31.4% month-on-month, and the number of transactions increased by 130% month-on-month, with multiple trading indicators showing growth compared to the previous month.