MarsbitNews

Mars Finance news, September 3: Market news: The Bank of Japan is reportedly inclined to raise interest rates by 25 basis points and plans to adopt flexible policy measures going forward.

Mars Finance reports that Bitcoin Magazine cited remarks by the CEO of publicly traded company Strive, who hinted that the company would continue buying Bitcoin and said, “Turn the multiplier up a little more.”

Divergence within the AI sector, along with volatility in energy and U.S. Treasury bonds, is driving divergence in U.S. stocks. Hedge funds are once again focusing on volatility dispersion trades, buying options on individual stocks and selling S&P 500 options to hedge market risk while betting on differences in constituent-stock volatility. Nomura data shows that dispersion has reached its highest level in nearly 30 years, while the decline in implied volatility has lowered the cost of entry. However, concerns are also growing over crowded trades and the risk of concentrated unwinding. With earnings season approaching, uncertainty over AI’s impact remains, and related stocks could experience further sharp volatility.

Mars Finance reported on September 27, citing Fox News, that Trump administration officials said Iran would be miscalculating if it believed rising prices and the midterm elections would weaken President Trump’s leverage in negotiations to end the nearly seven-month conflict.
Although no breakthrough was announced at the end of this week’s three-hour talks, the U.S. government remained confident that mounting economic pressure would push Iran toward reaching an agreement. Tommy Pigott, the State Department’s principal deputy spokesperson, said that President Trump holds all the cards.

Bitmine Chairman Tom Lee said that AI and the crypto industry are converging, with tokenization and Agentic AI potentially becoming drivers of the next cycle. BlackRock expects more assets to be tokenized, while financial settlement infrastructure is increasingly being built on crypto networks. Companies such as Revolut are also conducting related business on Ethereum. AI is driving the digital economy, while cryptocurrencies provide the digital currencies and blockchain infrastructure that support this system.

Vitalik Buterin announced today that his original science fiction novel Snowmoon is complete, comprising 32 chapters. Set in a future society centered on cryptography and decentralized governance, it explores conflict and covers zero-knowledge proofs, quadratic voting, privacy technologies, and content taxes. The work is released under the GPLv3, allowing adaptations into film and television, provided that the production process, AI prompts, scripts, and other non-general-purpose materials are open-sourced. The text was written solely by the author, with AI used only for proofreading and consistency verification, and includes the note “Snowmoon was written with love”.

Beating AI reported that OpenAI appears set to announce new ChatGPT subscription plans. The current Pro 5x/20x tiers have been renamed Pro Standard and Pro More, while the usage descriptions for 5x/20x Plus have been removed from the pricing page, suggesting that OpenAI may be redesigning its subscription structure. However, the company has not yet announced the specific new plans or pricing.

Ai 姨’s monitoring shows that an entity that built its position in 2023 may be liquidating: Over the past week, it transferred 128,972.05 ETH to trading platforms, which would yield an estimated profit of approximately $84.31 million if all of it were sold. Three hours ago, it transferred another 16,919 ETH, worth approximately $45.85 million. Following these transfers, the entity’s on-chain ETH balance has been fully depleted.

Iran’s foreign minister said the reopening of the Strait of Hormuz depends on whether the US meets Iran’s conditions, and that negotiations can still resolve the impasse. The conditions include ending the aggression, lifting the blockade and economic warfare, and releasing frozen assets. Trump rejected the latest proposal, while US officials said bombing of Iran could resume after the November election. The Iranian Revolutionary Guard Navy said it had captured a US Remus 600 underwater vehicle in the strait and was extracting its data. WTI closed the week at $92.41 per barrel, while Brent stood at $104.32 per barrel, with limited volatility during the week.

Global markets will see a series of major data releases and central bank speeches next week, with a focus on U.S. August employment and inflation, core PCE, the final GDP reading, nonfarm payrolls, and wages, as well as remarks from Federal Reserve, Bank of England, and European Central Bank officials. The eurozone’s preliminary September CPI and Japan’s August unemployment rate will also be released. The OPEC+ monthly meeting will be held on Sunday, and Australia will transition to daylight saving time.

Mars Finance reports that MARA has paid a $100 million power deposit for a data center project in Matagorda County, Texas, and amended the terms of its transaction with HIF USA. Located southwest of Houston, the site covers more than 1,200 acres, with planned power capacity of up to 2 GW, and is intended to become a campus supporting high-performance computing and Bitcoin mining. Under the amended agreement, some payments tied to regulatory approvals as milestones have been changed to a two-installment structure; if all milestones are achieved, the project’s total acquisition price will be capped at $600 million.

According to Coinglass, whales on Hyperliquid hold approximately $9.695 billion in total positions, including $4.548 billion in longs and $5.147 billion in shorts, accounting for 46.91% and 53.09%, respectively. Long positions have unrealized profits of approximately $683 million, while short positions have unrealized losses of approximately $756 million, resulting in net losses of approximately $73 million. Whale address 0x5b5d..60 opened a 5x cross-margin short position on ETH at $2,304.06, with unrealized losses of approximately $42.0707 million.

Mars Finance reported that on September 27, Strategy founder Michael Saylor once again posted information related to the Bitcoin Tracker. He also stated, “Even more orange.” Based on the pattern observed previously, the orange dots represent Strategy’s Bitcoin purchases, which may suggest that the company will increase its BTC holdings. Strategy typically discloses changes in its Bitcoin holdings the day after publishing related information.

According to data from the Ministry of Commerce, average daily sales at key retail and catering businesses nationwide increased 6.1% year on year. Customer traffic and sales at 78 pedestrian streets rose 6.4% and 5.1%, respectively. Smart, green, and health-related products were best sellers, with sales of smart wearable devices increasing 1.2-fold, embodied intelligence robots rising 93.1%, organic food growing 36.3%, and outdoor equipment increasing 30.2%. In the two days before the Mid-Autumn Festival, the consumer goods trade-in program benefited 1.907 million people and drove sales of 11.53 billion yuan.

Mars Finance reported that, according to CoinDesk, French Hill, chairman of the U.S. House Financial Services Committee, said tokenization has evolved from a “futuristic” concept discussed during the consideration of FIT21 and the CLARITY Act into a reality unfolding in real time. He said, “We may actually tokenize an asset such as a real security—in fact, that is what we are doing right now.”

Mars Finance reports that, according to Galaxy’s head of research, the COLDCARD Seed Entropy theft has resulted in 1,830 BTC being stolen, involving three waves of attacks and more than 30 smaller related indicators. A total of 256 victims have reported the incident to GLXY Research, with a median loss of 1.1 BTC. Tracking of the attackers is ongoing.

Mars Finance reports that Vitalik posted on X stating that he would try to briefly explain the true significance of the various plans for Ethereum following the Hegota fork. Ethereum is no longer merely a blockchain, but a hybrid architecture that combines blockchain and modern cryptography, enabling more powerful features. The relevant plans include FOCIL, EIP-8288, consensus simplification, state management, formal verification, mempool improvements with privacy features, and long-term obfuscation technology.

Mars Finance reports that in its next upgrade, Hyperliquid will lower the funding rate cap from 4% per hour to 0.5%, which is rarely reached in practice. It will also raise the HIP-4 outcome contract deployment limits: the maximum number of active contracts a single deployer can have simultaneously will increase from 100 to 200, while the daily deployment limit will rise from 500 to 1,000.