Market Whisper focuses on data trends in cryptocurrencies and global financial markets, tracking price changes, capital flows, and market structures of Bitcoin and major digital assets. The content covers ETF capital flows, on-chain data, macroeconomic trends, and technology stocks, emphasizing the cross-market interactions between the crypto market and traditional finance. Based on public data, company disclosures, and market information, it provides real-time, structured, and verifiable market insights.

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solana news

ethereum news

Solana is launching Transaction v1 this week, expanding the maximum transaction size to 4,096 bytes.

Solana will officially launch Transaction v1 on mainnet on Sept. 9 (Wednesday), expanding the maximum Trade size from 1,232 bytes to 4,096 bytes—more than three times the previous limit. The upgrade is defined by two Solana improvement proposals: SIMD-0296 (larger Trades) and SIMD-0385 (the Transaction v1 format). Technical Specifications of Transaction v1 Transaction v1 is defined jointly by two Solana improvement proposals: SIMD-0296 specifies the larger Trade limit, while SIMD-0385 defines th

SOL-1.58%

ETH-0.33%

9h ago

Delta Electronics and Infineon are the top two holdings of the U.S.-listed PSOX ETF; fee rate: 0.75%

Stocks

Tema ETFs launched the actively managed “Tema MLCC & PowerSemi ETF,” ticker PSOX, on the CBOE BZX Exchange, with a fee rate of 0.75%. The ETF targets the two major supply chains—multilayer ceramic capacitors and power semiconductors—in AI server power supply systems. Delta Electronics and Infineon are its top two holdings, at 10.62% and 10.12%, respectively. PSOX ETF Basic Information PSOX, short for “Tema MLCC & PowerSemi ETF,” was launched by Tema ETFs on August 17, 2026, on the CBOE BZX Excha

CBOE0.19%

DRAM-0.29%

Samsung Electro-Mechanics-5.77%

BE7.42%

STM1.94%

7h ago

Bloomberg: Malaysia’s sovereign AI project is considering using Huawei chips, with officials traveling to Washington this month for talks

AI Industry News

According to Bloomberg, Malaysia is considering using Huawei Ascend 910C chips to power a sovereign AI project with a budget of approximately 2 billion ringgit (about $494 million). If ultimately approved, it would be the first government-level case anywhere in the world of formally choosing China over the United States. The US Department of Commerce’s Bureau of Industry and Security (BIS) specifically named the Ascend 910C in its global guidance issued on May 13, 2025, stating that it was presu

SKHY8.12%

MSFT-2.03%

ORCL3.06%

7h ago

NFP far exceeded expectations but had no impact on Smart Money; the probability of a rate hike on Sept. 16 remains at 58%.

U.S. August NFP data far exceeded expectations, reviving calls for an Interest Rate hike on social media and among analysts. However, CME FedWatch Tool probability pricing is derived from the federal funds futures market, which showed a 58% probability that the September 16 FOMC meeting would raise rates by 25 bps to the 3.75%–4% range as of September 8—nearly unchanged from the week before the NFP release. Real-Time Market Data After the NFP Release After the release of the U.S. August NFP data

7h ago

HSBC maintains a “Buy” rating on Tencent shares; second-quarter chip prepayments reached 50 billion Yuan.

Stocks

According to the non-deal roadshow (NDR) conference call hosted by HSBC on September 3, Tencent (00700.HK) retained HSBC’s “Buy” rating, with the target price unchanged at HK$655. During the call, Tencent Chief Strategy Officer James Mitchell revealed that the company prepaid more than Yuan 50 billion in Q2 2026 to secure supplies of current- and next-generation memory chips. Tencent Prepaid More Than Yuan 50 Billion for Chips in Q2 According to HSBC’s research report, Tencent’s more than Yuan 5

TENCENT-0.69%

7h ago

WhatsApp begins testing third-party AI agents, allowing each account to connect up to five of them.

AI Agent

WhatsApp is testing a new feature that allows external AI agents to join the app through API keys for independent chats. The feature’s code appeared in the Android beta on September 4, 2026, and it is currently being rolled out to a small number of Android users in select countries, with a global release expected in the coming months. Each WhatsApp account can connect up to 5 external AI agents. WhatsApp AI Agent Connection Mechanism The code for WhatsApp’s AI agent feature appeared in the Andro

META0.98%

GOOGL-1.13%

7h ago

Jensen Huang strikes a cautious tone on Q2 earnings call, announces that the “AGI era” has arrived

AI Industry News

Stocks

NVIDIA (NASDAQ: NVDA) CEO Jensen Huang published a post on NVIDIA’s blog on Sept. 6, announcing that the era of artificial general intelligence (AGI) had arrived and directly attributing this milestone to GPT-6 Astra being trained on more than 100,000 NVIDIA Grace Blackwell NVLink72 GPUs. Jensen Huang’s AGI Statement In a Sept. 6, 2026, NVIDIA blog post, Jensen Huang wrote: “GPT-6 Astra has been trained on more than 100,000 NVIDIA Grace Blackwell NVLink72 GPUs. From ChatGPT to O1 and now Astra,

NVDA0.87%

ORCL3.06%

7h ago

Epic Games CEO: Gaming industry faces its biggest downturn since 1983, with AI’s scramble for components cited as a major cause

AI Industry News

Epic Games CEO Tim Sweeney stated in an industry feature in Issue 428 of Edge magazine that the game industry is facing its “largest downturn” since the 1980s. Sweeney pointed to dual pressures: internally, the continued rise in AAA game development costs; externally, unprecedented investment in AI data centers, which are outbidding the entertainment industry for the components it needs. Memory and storage device prices have already risen severalfold. Sweeney’s Assessment of the Dual Pressures a

7h ago

Vitalik Remains Optimistic About Bitcoin’s Long-Term Security, with About 90% of His Net Worth Riding on It

Price Prediction

AI Industry News

Entrepreneur Liron Shapira predicted on X on Sept. 6, with “50% confidence,” that Bitcoin’s price would plunge more than 50% within the next two years because “AI has weakened the security and robustness guarantees that outsiders previously assumed.” Ethereum co-founder Vitalik Buterin publicly refuted this claim on Sept. 7, saying he was “quite optimistic” about long-term cybersecurity and had effectively bet approximately 90% of his net worth on it. Liron Shapira Predicts Bitcoin Will Plunge M

ETH-0.33%

8h ago

Metaplanet’s Stock Price Is Down 43% This Year; CEO Admits Failing to Adequately Explain “Option Dilution”

Stocks

Metaplanet CEO Simon Gerovich responded positively to shareholder concerns on X on Sept. 7, acknowledging that the company “had not provided sufficient explanation” regarding the Series 10 Stock Acquisition Rights incentive plan established in December 2022 and the shareholding structure of shareholder MMXX Ventures. Gerovich’s Statement: Acknowledgment of Insufficient Explanation and MMXX’s Role In his response on X, Gerovich acknowledged that Metaplanet had not provided sufficient explanation

BTC-1.00%

JPN225-0.72%

MSTR-1.49%

ASST1.21%

8h ago

Hanwha Investment & Securities Completes Development of Avalanche Tokenization Platform; FSC Roadmap to Take Effect in 2027

Project Progress

Partnerships & Ecosystem

Stocks

According to the Seoul Economic Daily, major South Korean securities firm Hanwha Investment & Securities has completed the development of a tokenized securities platform on the Avalanche blockchain. The platform uses a multichain architecture and also supports Hyperledger Besu. The Korean Financial Services Commission (FSC) announced a three-phase tokenized securities implementation roadmap in September, and the amended legislation is expected to officially take effect on February 4, 2027. Hanwh

AVAX2.60%

CC-1.94%

8h ago

Market Whisper

Solana is launching Transaction v1 this week, expanding the maximum transaction size to 4,096 bytes.

Previous

Delta Electronics and Infineon are the top two holdings of the U.S.-listed PSOX ETF; fee rate: 0.75%

Bloomberg: Malaysia’s sovereign AI project is considering using Huawei chips, with officials traveling to Washington this month for talks

NFP far exceeded expectations but had no impact on Smart Money; the probability of a rate hike on Sept. 16 remains at 58%.

HSBC maintains a “Buy” rating on Tencent shares; second-quarter chip prepayments reached 50 billion Yuan.

WhatsApp begins testing third-party AI agents, allowing each account to connect up to five of them.

Jensen Huang strikes a cautious tone on Q2 earnings call, announces that the “AGI era” has arrived

Epic Games CEO: Gaming industry faces its biggest downturn since 1983, with AI’s scramble for components cited as a major cause

Vitalik Remains Optimistic About Bitcoin’s Long-Term Security, with About 90% of His Net Worth Riding on It

Metaplanet’s Stock Price Is Down 43% This Year; CEO Admits Failing to Adequately Explain “Option Dilution”

Hanwha Investment & Securities Completes Development of Avalanche Tokenization Platform; FSC Roadmap to Take Effect in 2027