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.

The Kobeissi Letter stated that foreign holdings of U.S. stocks reached a record high, hitting $24.32 trillion in July, the third-highest level on record. Foreign investors have increased their holdings by $2.22 trillion since the beginning of the year, a 10% increase, and by a cumulative $12.3 trillion since the 2022 bear market, a 103% increase. Foreign allocations to U.S. stocks account for 60% of U.S. financial assets, a record high and approximately 6 percentage points above the peak of the 2000 bubble.

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Author: Jae, PANews
Quant Network (QNT), which had been trading sideways below $100 for nearly a year, has become one of the most closely watched dark horses in the crypto market over the past five days.
On September 24, driven by the announcement from The Clearing House (TCH) that Quant would provide the underlying technical architecture for its “On-Chain Money Initiative,” QNT began a rapid rally, posting a cumulative gain of approximately 300% over seven days.
TCH is jointly owned by 25 leading U.S. commercial banks, including JPMorgan Chase, Bank of America, and Citigroup. Its RTP real-time payments network and CHIPS large-value clearing system handle massive volumes of interbank fund settlements, processing more than $2 trillion in interbank clearing transactions daily.
This means that Q

Mars Finance reports that, according to monitoring by Onchain Lens, market maker Wintermute currently holds $126.25 million in short positions on the decentralized exchange Hyperliquid. Its primary positions include $46.92 million in ETH shorts, $11.3 million in SOL shorts, and $10.03 million in HYPE shorts.

Mars Finance reported on September 28 that the European Commission approved Aequita Management SE of Germany acquiring full control of SABIC Europe B.V., a Dutch subsidiary of Saudi Basic Industries Corporation (SABIC), thereby acquiring SABIC’s European business. The European Commission said the transaction mainly involves the chemical industry. As the combined market share of the two parties will be limited after the transaction, the Commission determined that it would not raise competition concerns and completed its review under the simplified merger review procedure. (Broad View)

Mars Finance News, September 28: According to Bloomberg, Citibank and Coinbase have partnered to enable stablecoin payments for institutional clients.

Mars Finance reports that according to SolanaFloor data, application revenue on Solana reached $49.9 million last week, the highest weekly revenue since mid-2025, 2.6 times that of Hyperliquid and 3.9 times that of Ethereum.

Yuanlin Co., Ltd. plans to acquire a 93.5031% stake in Hualan Micro through a combination of share issuance and cash, and raise supporting funds from 98 shareholders. The target company engages in the R&D, design, and sales of domestic storage controller and array controller chips and modules. The transaction constitutes a material asset restructuring but does not constitute a related-party transaction or a backdoor listing. The issuance price is RMB 19.20 per share. The transaction price will be disclosed after the audit and valuation are completed. Trading in the stock will resume on September 29, 2026.

Mars Finance reported on September 28 that Zijin Mining announced its wholly owned subsidiary, Zijin Gold, had signed a supplemental agreement to the Share Transfer Agreement with Li Jinyang, the controlling shareholder of Chifeng Gold, and Zhejiang Hanfeng, extending the deadline for satisfying the conditions precedent to closing the share transfer to November 30, 2026. At the same time, it signed a supplemental agreement to the Strategic Investment Agreement with Chifeng Gold, extending the deadline for the private placement of H shares to the same date. Except for the deadline adjustments, the remaining terms of the original agreements remain unchanged. There is still uncertainty as to whether the transaction will ultimately close. (Company announcement)

Mars Finance reports that CLSA has initiated coverage of SpaceX (SPCX.O), assigning it an “Overweight” rating with a price target of $250.

U.S. President Donald Trump confirmed that he will have dinner with Anthropic CEO Dario Amodei at the White House on Tuesday. He said the two will discuss artificial intelligence. In an interview, Trump said, “We’ll have a conversation about it. My attitude is: Let it rip and go for the win.” Trump also revealed that he will meet with other AI industry leaders at the White House on Tuesday. (Sina Finance)

Original Title: History Says Investors Should Not Fear Fed Rate Hikes or Record Highs Original Author: Phil Rosen, Opening Bell Daily
Original Author: BlockBeats
Original Source:
Reposted by: Mars Finance
Editor's Note: On September 16, the Federal Reserve raised the target range for the federal funds rate by 25 basis points to 3.75%-4.00%, marking an important step after this policy cycle shifted back toward rate hikes. A few days later, U.S. technology stocks quickly recovered their losses, and the Nasdaq Composite Index again reached a record high on September 22. This created an apparently contradictory combination: monetary policy was tightening, while the stock market was simultaneously reaching record highs.
City

Siglent Technologies has launched the SNA6000A series SNA6064A/6062A vector network analyzers, with a maximum frequency measurement of 67GHz. Equipped with a self-developed 67GHz millimeter-wave front-end chipset and a direct digital synthesis excitation source, the products demonstrate technological innovation and breakthroughs under the company’s self-developed core chip strategy. However, the new products are still in the market promotion stage, and revenue has not yet been confirmed. They also lag behind internationally leading products in higher-frequency coverage, and investors should take note of the risks.

null Original author: Venture Curator
Original compilation: TechFlow
TechFlow’s Introduction: 537 U.S. unicorns are still carrying the old valuations from the 2021 bubble, while the “AI-native” label is shifting from a bonus to a red flag that exposes risk. For professionals who are raising funds or holding options, this article helps distinguish which valuations are real and which are merely paper figures that no one has challenged.
537 U.S. unicorns are still carrying valuations from the 2021–22 bubble. Are they still real?
Founders and early employees are typically taught to treat the previous round’s valuation as a scoreboard. It is the figure on the capitalization table, the figure in the press release, and the figure everyone uses to estimate the value of their equity.
But new data from PitchBook’s Q3 2026 Quantitative Outlook report shows that,

The practicality of liquidation heatmaps is overestimated. They infer liquidation zones based on assumed leverage, so dense areas do not necessarily represent actual open positions. Participants entering or exiting and margin changes can cause the heatmap to shift. The farther back it goes, the less accurate it becomes. The most useful reference period is the past 24 hours to 3 days; ranges of 7–30 days or longer are meaningless. Heatmaps should be treated as a short-term structural aid to avoid overconfidence, as the market always has liquidation zones that are difficult to falsify in advance.

According to Ark Invest Tracker, ARK stated that AI-powered hacking attacks are spreading. AI is making vulnerabilities easier to discover and exploit, and the risks are not limited to Bitcoin. Hardware wallets may be hit first, but social media, tax, and banking websites face the same threats. Trusting major brands is equivalent to trusting their ability to maintain security in the AI era. ARK also said that large custodians will become targets, and AI will discover and exploit vulnerabilities at an unprecedented speed.

Bee Assistant announced that it had signed a computing power server procurement agreement with Company C and a computing power service agreement with Company D. The total procurement amount is RMB 3.96 billion, and the service amount is RMB 5.717 billion, excluding rack fees, with a service term of 60 months. The funds are expected to come from 5–20% of the company’s own funds, 80–95% through finance leases, and bank credit facilities. The transaction does not constitute a related-party transaction or a material asset restructuring, and the procurement agreement must be submitted to the shareholders’ meeting for review.

The Opinions call for strengthening financial support for innovation in software and information technology services, promoting the development of artificial intelligence plus software, supporting applications in intelligent programming, industrial software, basic software, open-source technologies, and smart audiovisual scenarios, and promoting new business models such as Agent-as-a-Service and Model-as-a-Service. Financial support for the digital and intelligent transformation of the manufacturing industry should be strengthened to meet financing needs related to AI research and development, high-quality industry datasets, application scenarios, and the cultivation of industrial ecosystems. Financial institutions are encouraged to provide medium- and long-term financing for the development of digital infrastructure, including information transmission, data, and information technology, while strengthening financial support for the nationwide computing power layout, edge computing development, and intelligent computing cloud service systems.