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David Hoffman, founding partner of Bankless Ventures, published a discussion on the "Bitcoin Buy Side Trophy," stating that the crypto market occasionally sees a single asset absorbing the capital shift from Bitcoin holders. The Bitcoin community has long maintained a consensus of "holding only BTC," with a scale of about $1.7 trillion; individual shifts usually go unnoticed, but when enough people turn to the same asset, it becomes contagious. He cited 2021's ETH as an example, where its market cap rose from about $12 billion at the bottom to about $554 billion at the top, and referenced Su Zhu's statement from October that year, indicating that some people specifically moved cold-stored Bitcoin to buy ETH, and some publicly known Bitcoin maximalists may privately hold ETH.He believes that ZEC in 2026 is similar to ETH in 2021, having formed a consensus point for some Bitcoin capital, with reasons including privacy, quantum, or as a hedge against Bitcoin exposure "just in case." ZEC's market cap rose from about $200 million to about $2.6 billion, which is still small relative to the $1.7 trillion BTC; the key lies in relative scale rather than dollar appreciation, as the buying pressure is driven by Bitcoin wealth. As long as a very small proportion of holders can be persuaded to allocate a small amount of ZEC, the buying pressure will continue; very few people skip BTC, ETH, and other crypto assets to buy based solely on ZEC's own merits.He also believes that NEAR will win the weaker "smart contract buy side" in 2026, with funds coming from more decentralized market participants. The crypto market has always prioritized value storage, with smart contract chains coming second; ETH's position is weaker than BTC's, and SOL's challenge to ETH is greater than any asset's challenge to BTC.

Meta Platforms announced that it will integrate Muse into all of the company's smart glasses products.

The Non-Small Number Union TuringBitChain is advancing the Non-Small Number × GWDC 2026 Innovation Forum. TuringBitChain will participate as a co-organizer in this forum, which will be held on September 29, 2026, at AT CENTER in Seoul, South Korea, focusing on topics such as stock tokenization, Web3, and AI.TuringBitChain (TBC) will participate in this forum as a co-organizer. TBC is an independent Layer 1 public chain based on the Bitcoin UTXO model, using SHA256 PoW consensus, and supports Turing-complete smart contracts on the UTXO architecture through BVM and TuringContract. During the conference, TuringBitChain project guest Marcus Cheng will also give a speech, serving as the Marketing Director for the Asia-Pacific region of TBC.This GWDC event in South Korea is expected to attract 5,000 participants, with the South Korean Deputy Prime Minister and Minister of Finance, Sun Yuchen, Microsoft, Bithumb, Animoca Brands, and other representatives from politics, business, technology, and Web3 also appearing on-site. TBC's participation will bring topics such as UTXO Layer 1, asset tokenization, AI Agents, and high-frequency micropayments into a denser international exchange scenario.

The privacy-oriented public chain Midnight is preparing to open smart contract deployment on the mainnet.

The Smarter Web Company announced plans to launch the UK's first Bitcoin-backed preferred stock, and its stock TSWCF has risen over 36% in the past week.

Arc announced the launch of the AI-driven development tool Arc Studio, which allows users to describe their requirements in natural language. It generates full-stack on-chain applications, contracts, or agents that include front-end interfaces, back-end logic, and smart contracts within minutes. It also supports code review, testing, and export.This tool natively understands the Arc and Circle development stack, including CCTP, Circle Contracts, Gateway, and Wallets. It can integrate protocols such as Aave, Morpho, and Uniswap, and can be tested on nine chains: Arbitrum, Arc, Avalanche, Base, Ethereum, Monad, OP Mainnet, Polygon, and Unichain. Arc Studio can also connect as a sub-agent to Claude Code, Codex, and Cursor. The official reminder states that AI-generated code still requires independent review and testing, and Arc Studio will not deploy, sign, fund, or submit mainnet transactions on behalf of users.

According to SlowMist monitoring, a Brazilian banking malware operation, active since at least May 2025, known as REF9334, has recently been disclosed. Its KREMLIN malware ecosystem uses a multi-stage loader and malicious browser extensions to steal credentials, session tokens, and sensitive data. The malicious extensions can be installed into Chrome and Edge without user approval by bypassing the Chromium integrity mechanisms, including Secure Preferences, HMAC, and App-Bound encrypted hashes.The operation also uses Ethereum smart contracts as "dead letter parsers" to dynamically update C2 endpoints and payload hosting locations. After registering the network Canary domain name, analysts observed 1,515 infected hosts checking in, with 98.75% located in Brazil. SlowMist recommends that security teams monitor related malware, browser extension activities, and infrastructure associated with this operation.

According to GMGN data, the top 5 tokens with net inflow of smart money in the past 24 hours are as follows:PUMP (pump....Dfn): Net inflow of $7,000, with a 24-hour increase of -3.2%, currently priced at $0.0036.baton (Hg5J....ump): Net inflow of $5,000, with a 24-hour increase of -53.6%, currently priced at $0.0037.PAID (98kf....ump): Net inflow of $4,000, with a 24-hour increase of 351893.4%, currently priced at $0.0099.GLDx (Xsv9....3re): Net inflow of $4,000, with a 24-hour increase of 0.9%, currently priced at $397.8939.GSI (3YqF....NEa): Net inflow of $4,000, with a 24-hour increase of 37.9%, currently priced at $0.0001.

According to Bitcoin News, The Smarter Web Company plans to issue perpetual preferred shares under the stock code MORE, with a fundraising target of £15 million to £25 million, and a minimum fundraising scale of £10 million, with listing access requiring support from three market makers.Holders will receive cumulative weekly dividends and liquidation priority, but will not have voting rights, and the company may redeem shares. As of mid-2026, SWC holds 2,878 bitcoins; after the High Court approves the capital reduction, the company will have £132.5 million in distributable reserves for payments.

The Smarter Web Company announced plans to launch the UK's first Bitcoin-backed preferred stock, subject to shareholder approval. The company expects to raise between $20 million and $34 million through a potential IPO to increase its Bitcoin holdings and acquire cash-generating operational businesses.

According to CNBC, Ant International has launched a collaboration with Visa and Mastercard to establish a "Know Your Agent" (KYA) interoperability framework, which will set universal standards for AI agent identity recognition, verification, and transaction monitoring, allowing agents verified on one network to be used across ecosystems.McKinsey estimates that by 2030, AI agents could participate in $30 trillion to $50 trillion in global consumer transactions.

According to exclusive information from industry chain insiders, Lingyi iTech is the supplier for Apple's first foldable smartphone, the iPhone Duo. The company supplies Apple with core precision components related to the new generation of terminal products, including hinge precision structural parts, screen support plates, and ultra-thin heat distribution plates, with the unit value of supplied products being higher than that of traditional flat-screen devices.Recently, during an institutional research interview, Lingyi iTech stated that various foldable screen projects are progressing smoothly, and mass production ramp-up and customer delivery are being carried out as planned in the third and fourth quarters.

According to GMGN data, the top 5 tokens with net inflow of smart money in the past 24 hours are as follows:ANSEM (9cRC....ump): Net inflow of $8,000, with a 24-hour change of -6.8%, currently priced at $0.1668.PURPS (purp....CZK): Net inflow of $7,000, with a 24-hour change of 397%, currently priced at $0.0018.Nasduck (7Y7V....aze): Net inflow of $3,000, with a 24-hour change of -52.5%, currently priced at $0.0019.STONK² (2t6X....ZDn): Net inflow of $2,000, with a 24-hour change of 1609.2%, currently priced at $0.0001.Metty (BRJh....UxD): Net inflow of $2,000, with a 24-hour change of 288.8%, currently priced at $0.0001.

According to The Wall Street Journal, smart ring manufacturer Oura has listed Robinhood as an underwriter in its IPO filing, marking Robinhood's first formal involvement in IPO underwriting. Oura's listing is expected to be valued at over $11 billion, with Goldman Sachs, Morgan Stanley, JPMorgan, Allen & Co., and Jefferies serving as co-lead underwriters, while Robinhood ranks last among the 18 underwriting firms.Robinhood received regulatory approval for underwriting business in June this year. As an underwriter, Robinhood is expected to gain greater influence over how many shares Oura ultimately allocates to its clients. Current popular IPOs typically prioritize allocations to institutional investors, and the shares available to retail investors through brokers often fall short of actual demand. Robinhood has previously established several connections with Oura. Oura has invited Robinhood's former CFO Jason Warnick to join its board; the closed-end fund launched by Robinhood in March of this year also invested in Oura, which accounts for 3.64% of the fund's assets. However, Georgetown University finance professor Reena Aggarwal believes that Robinhood's initial influence in the IPO underwriting market may still be limited.

According to @ai_9684xtpa's monitoring, the smart money that previously spent 20 million dollars to go long on ZEC has accumulated profits or expanded to 11.37 million dollars.On September 4, when the ZEC price was 985 dollars, the address had an unrealized profit of 8.465 million dollars. Currently, with the coin price up 22%, assuming the position remains unchanged, the unrealized profit will further expand to 10.34 million dollars. Adding the previously realized profit of 1.038 million dollars, this address has once again achieved a single coin profit exceeding 10 million dollars.

According to Bloomberg, smart ring manufacturer Oura has submitted an IPO application in the United States. The documents show that its revenue for the nine months ending June 30 was $1.21 billion, with a net loss attributable to shareholders of $924 million (compared to a loss of $183 million in the same period last year). Oura sold approximately 3.6 million rings in the past year, with the retail price of the Oura Ring starting at $399, and over 5 million paid members.Oura secretly submitted its IPO application in May, and Bloomberg reported that the listing could raise up to $3 billion, with a valuation exceeding $16 billion, and is expected to be listed on Nasdaq under the ticker OURA. Goldman Sachs, Morgan Stanley, and JPMorgan are serving as underwriters. Oura announced on Wednesday that it is expanding its board by bringing in executives from Netflix and Robinhood.

According to Ai Yi's monitoring, the top spot on the Binance contract real smart money 30-day leaderboard has changed hands, with trader Semisemi earning over 10.78 million USD in the past 30 days. Among them, the BTC long position has realized profits of over 8.06 million USD, and the ETH long position has realized profits of over 3.91 million USD, with the main earnings contributed by BTC and ETH trading.Currently, Semisemi still holds BTC and ETH long positions worth 95.59 million USD, with a total unrealized loss of approximately 1.885 million USD.

According to BBX data, yesterday and in recent days, publicly listed companies around the world have disclosed the latest developments in digital asset treasury allocation and mining strategy transformation, with the core information as follows:The Smarter Web invests £2 million to increase its holdings of 35 BTC: London-listed technology company The Smarter Web Company announced that it has purchased 35 bitcoins on the secondary market for £2 million (approximately $2.7 million). After this increase, the total amount of bitcoins on its balance sheet has reached 2,747 BTC.DDC Enterprise holds 2,899 BTC in the first half of the year: Asian food platform and bitcoin treasury company DDC Enterprise Limited (NYSE: $DDC) released its financial report for the first half of 2026. The company's total revenue reached $20.2 million (a year-on-year increase of 29%), and the adjusted EBITDA for its core food business successfully turned positive at $1.2 million. Due to fluctuations in the crypto market, the GAAP net loss for the period was $38.41 million (of which $34.27 million was a non-cash fair value loss on bitcoin). As of the date of publication, the company holds a total of 2,899 bitcoins, a significant increase of 145% compared to the end of 2025 (1,181 bitcoins), with cash and short-term investments totaling approximately $21.6 million.Capital B receives over €7.6 million in targeted investment from Adam Back: European bitcoin reserve company Capital B announced that it will issue new shares with warrants to strategic investor Adam Back through a private placement. The subscription price is €0.58 per share, with a total fundraising amount of approximately €7.645 million (about $8.86 million), and the delivery is expected to be completed today (September 3, 2026).Remixpoint liquidates altcoins, all in on bitcoin: Japanese listed company Remixpoint officially disclosed that in order to promote the selection and centralized management of its investment portfolio, it has sold all altcoins held in its treasury. In the future, the company's cryptocurrency asset holdings and operations will be 100% concentrated on bitcoin as a single asset.Hyperscale Data (NYSE: $GPUS) shuts down Michigan mining operations, fully transforms to AI computing power: Listed bitcoin mining company and AI data center company Hyperscale Data announced that it has completely stopped its bitcoin mining operations at its Michigan data center as of September 1. CEO William Horne stated that this move aims to fully cooperate with the previously announced Master Service Agreement (MSA) and promote the deployment of AI data center infrastructure, and it is expected to generate additional funding gains by selling idle bitcoin mining servers.

According to market news, the UK-listed company The Smarter Web Company (SWC) has increased its holdings by 35 bitcoins, currently holding 2,747 bitcoins, ranking 29th in bitcoin holdings.