Gate Insights and Crypto Market Analysis

Chinese AI startup Moonshot AI has filed a confidential initial public offering application with the Hong Kong Stock Exchange, according to a report from mainland outlet Late Post cited by Hong Kong media on September 3. The company's pre-IPO valuation stands at $50 billion USD. Market analysts

Xiaomi CEO Lei Jun personally announced on Weibo on Sept. 2 that the Xiaomi 18 Fold will officially be released at 7 p.m. on Sept. 7. This marks the first refresh of Xiaomi’s large-screen foldable lineup following a long period of silence, and it is also the first phone equipped with Xiaomi’s self-developed XRing O3 (XRING O3) processor. The device features a wide-body design, with a 5.38-inch external display and a 7.58-inch internal display, abandoning the narrow, book-like proportions of prev

FSC Chair Peng Jin-long announced at the FinTechOn 2026 & AFA Summit on September 2 that the Virtual Asset Service Act passed its third reading on June 30, and that the FSC is currently actively drafting nine related subordinate regulations, including the highly anticipated Stablecoin regulations, which are expected to be officially announced and implemented as early as the first quarter of 2027. FSC Drafting 9 Virtual Asset Subordinate Regulations, Including Stablecoin Regulations FSC Chair Pen

Bitcoin rose from around $64,420 on Aug. 19, but after September began, it was unable to break through the $80,000 level. Multiple attempts to challenge $80,000–$81,000 were rejected by selling pressure, and the price once fell back to around $76,500–$77,000, with the chart showing the outline of the “Bart Simpson Pattern” familiar to Crypto traders. Bitcoin Cools After Sharp Rise as Bart Simpson Pattern Emerges According to market data, Bitcoin rose from around $64,420 on Aug. 19 to nearly $80,

Bank of Korea researchers Kim Ji-hyeon and Cho Sang-heum presented an analysis on the 3rd (Korean time) showing that expanded participation by corporations and foreign investors in South Korea's cryptocurrency market could create a transmission channel through which dollar stablecoin demand shocks a

Bank of Korea researchers Kim Ji-hyun and Cho Sang-heum published a BOK Issue Note on the 3rd analyzing the linkage between dollar stablecoins and the foreign exchange market, focusing on the role of global exchanges. The research found that increased participation by global intermediaries in Korea'

South Korea's major conglomerate leaders took divergent paths on Restricted Stock Units (RSU) grants disclosed by the Fair Trade Commission on the 3rd. Doosan chairman Park Jung-won received 32,266 shares worth 37.59 billion won in the first half of the year, while Amorepacific chairman Seo

South Korea's Fair Trade Commission disclosed ownership structures for 89 conglomerates with controlling shareholders on the 3rd, covering groups designated as disclosure targets with assets exceeding 5 trillion won. The data revealed circular shareholding rings dropped from 1,435 to 233, a

Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer stated in a Yahoo Finance 'Opening Bid' interview published September 3 that stock returns over the next 12 months are expected to be lower than the past year's gains, forecasting mid-to-high single-digit percentage returns across most r

MAS published a consultation paper on September 1 proposing amendments to Singapore’s stablecoin regulatory framework and the Payment Services Act. The core requirements include requiring stablecoin issuers to maintain reserve assets equal to at least 100% of the amount in circulation, with the assets held in accounts separate from the issuers’ own funds and safeguarded only by licensed financial institutions; prohibiting the payment of interest or other returns to token holders; and ensuring th

Korean bank and insurance stocks posted strong gains in morning trading on September 3, with the KRX Insurance Index rising 3.65% and the KRX Bank Index climbing 2.51% as of 10:55 AM. The rally occurred as investor focus shifted to interest rate beneficiaries amid a surge in US market rates that lim

The FED released its latest Beige Book on September 2. The report showed that overall U.S. economic activity had only slightly recovered as of August 24, while data center and AI-related demand became key supports for manufacturing and nonresidential construction as other sectors slowed. On the same day, PwC released its Global Data Center Outlook, forecasting that total global AI infrastructure capital expenditures will reach $31.6 trillion by 2050. FED Beige Book: AI Data Centers Become Key Su

Grayscale Research published findings highlighting Zcash's cross-chain capabilities as a private asset hub. The research indicates that Zcash can function effectively without requiring widespread merchant adoption, according to commentary shared by crypto account @NEARProtocol. This structural

Tencent launched the WorkBuddy Open Platform on September 2, introducing more than 100 ecosystem partners and releasing 9 co-branded hardware devices, while simultaneously opening its underlying affiliate functionality to smart hardware, industry applications, and Developers. Tencent said this is China’s first AI affiliate ecosystem covering all three layers—smart hardware, industry applications, and Developers—and that it also marks the first public disclosure of WorkBuddy’s ecosystem strategy

S&P Global announced on September 3 that Japan's August services Purchasing Managers' Index (PMI) final reading came in at 52.5, exceeding the preliminary figure of 52.3. The services sector extended its expansion for the third consecutive month, with the pace of growth reaching its fastest since Ma

Goldman Sachs’ Asian research team’s Asian Leaders Conference notes, released on Sept. 1, show that Alibaba management expects to recoup its AI infrastructure investment within three years, while Goldman Sachs maintains a “Buy” rating on Alibaba stock. Goldman Sachs cited three key factors supporting this assessment: significant growth in AI demand, accelerating cloud adoption, and continued improvement in cloud business margins. Alibaba management has set a medium-term operating margin target o

Kim Seong-ju, Chairman of the National Pension Service, diagnosed that fund management conditions are facing rapidly changing market environments. Speaking at the 7th Genie Forum held on the 3rd at the NPS Global Fund Building Conference Hall in Jeonju, Kim stated that "we are facing an

After the U.S. stock market closed on September 1, 2026, Dell Technologies (DELL) released its fiscal second-quarter 2027 earnings report for the period ended July 31. Following the release, the stock surged in after-hours trading, rising more than 9% at one point before closing at $459.03, up 8.01% from the regular-session close. As of the September 2 close, DELL stood at $492.00, up 15.76% for the day. Since the beginning of 2026, Dell's stock has risen more than 280% cumulatively, significant

SCRT token climbed 9.13% in 30 minutes, reaching $0.007478 as trading activity intensified. The surge followed a 24-hour decline of 13.55%, with trading volume exceeding $6 million in the past 24 hours indicating heightened investor interest. The cryptocurrency market is displaying mixed signals

Magnite (NASDAQ: MGNI) and The Trade Desk (NASDAQ: TTD) stocks rose in tandem on September 2, gaining more than 5%, primarily because both companies launched AI-powered agentic advertising products. AppLovin (NASDAQ: APP), which has not yet launched a comparable agentic advertising product, rose just 0.6% to $313.50, in line with the broader market. MGNI and TTD Stocks Post Gains of More Than 5% According to the article's data, the intraday performance of the three ad tech companies on Wednesday