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 reported that on September 20, according to DeFiLlama data, Solana-based token launch platform StonkFun generated $4.85 million in protocol revenue over the past 7 days, surpassing the $4.39 million generated by Pons, Robinhood’s on-chain stock Meme coin launch platform, and currently ranks 10th among protocols by revenue.

Mars Finance reports that the proposal has been published on ZetaHub. It proposes converting ZETA to a native Solana SPL token at a 1:1 ratio while retaining the original token ticker. The migration will not take place until ZETA holders complete the vote. The proposal also plans to introduce Anuma, a privacy-focused multi-model AI application. Anuma has 300,000 users, supports unified memory across models, and has launched a beta feature for real-life social discovery. Voting will begin on September 17 and last for 72 hours.

Mars Finance News, September 20 — It was reported that Nscale, a UK-based AI cloud service provider backed by Nvidia, has filed an S-1 registration statement with the U.S. SEC and plans to list on the New York Stock Exchange, seeking a valuation of up to $35 billion. Nscale was spun off from a cryptocurrency mining company in 2024. Nvidia is its GPU supplier, customer, and investor, having invested more than $2 billion in the company and signed a $1.2 billion capacity lease agreement. (Wide-Angle Observation)

Darkfost pointed out that Bitcoin reserves on OTC platforms have fallen to a historic low of approximately 123,000 BTC, far below the nearly 500,000 BTC in September 2021. The decline in reserves may stem from long-term holding, a dispersed holder structure, sales by miners and other non-OTC sellers, and some holders’ preference for selling on the open market. Reduced reserves mean that less BTC remains available for sale outside the open market. If buyer demand shifts to the open market, this could provide support for prices.

Rhodium Group points out that the combined ARR of Chinese AI models is far below that of OpenAI and Anthropic: DeepSeek $500 million, MiniMax $800 million, Moonshot $1 billion, and Z.ai $1.8 billion; ByteDance $4 billion and Alibaba $2.4 billion, still below OpenAI’s $40 billion and Anthropic’s $65 billion. The valuation-to-revenue multiples of Moonshot and DeepSeek are 50x and 163x, respectively, significantly higher than OpenAI’s 34x and Anthropic’s 21x. Z.ai’s ARR has been raised to $3 billion. Funding gaps are limiting the expansion of frontier labs, while more than 60% of equity investments in chips and servers come from state-linked sources.

As the U.S. debate over AI regulation intensifies, Nvidia CEO Jensen Huang is viewed as a key ally of Trump. Trump has said robots will not take over the world, called concerns about AI and data centers a hoax, and appeared publicly with Huang multiple times. OpenAI, Anthropic, and others have called for slowing the development of frontier models and strengthening regulation; Anthropic’s proposal to slow capability improvements has received support from Altman, Musk, and Hassabis. Huang emphasized that predictions of catastrophe lack a scientific basis, arguing that safety should be ensured before release and addressed through traditional engineering methods.

According to CNBC, rising oil prices and Treasury yields have increased bearish sentiment among U.S. retail investors. AAII data shows that approximately 53% are bearish and 29% are bullish, marking the highest level in more than a year. Against the backdrop of the conflict with Iran, volatility in crude oil and U.S. Treasuries has intensified, and the CNN Fear and Greed Index has shifted to fear. Experts caution against overinterpreting sentiment indicators, but from a contrarian perspective, current conditions are favorable for a rebound. The long-term bull market still has significant potential, and a pullback in technology stocks could present a buying opportunity.

Mars Finance News: Nic Carter commented on Amodei’s “slow down the frontier” proposal, saying it would be reasonable if it helped narrow the gap between the public and internal frontiers and required cooperation from competitors. Carter noted that Anthropic’s risk stems from commoditization of models through distillation rather than safety concerns, and that safety and profit incentives are aligned in restricting public access to frontier models. Frontier token returns lie in internal R&D and downstream intellectual property, rather than public API sales. Anthropic has already made models such as Mythos Preview available only to a small number of partners. Unilateral slowing cannot resolve the prisoner’s dilemma, requiring antitrust exemptions or regulation. Amodei called on the U.S. government to provide limited exemptions for safety discussions to facilitate standards development.

According to Dealroom.co, citing Bloomberg, a consortium of 10 banks provided Crux AI with a $22 billion chip-backed loan to purchase custom TPUs from Google. Crux AI, an AI cloud services joint venture announced by Blackstone and Alphabet in May, officially launched last week. The loan was provided by Goldman Sachs, Sumitomo Mitsui Banking Corporation, Barclays, BNP Paribas, and Scotiabank, among others. Crux AI received a $5 billion equity investment from Blackstone, while Google is providing TPUs, software, and services. The company plans to bring its first 500 megawatts of capacity online in 2027.

Mars Finance News, September 20, according to market data, Backpack platform token BP briefly broke above $0.74 and is now trading at $0.738, up more than 28% in 24 hours.

At the Meituan In-Store Dining Industry Conference on September 20, Meituan announced that its AI tool, “Smart Manager,” now covers approximately 1.3 million restaurant merchants and more than 130,000 stores nationwide, having resolved approximately 8.6 million issues in total. Following an upgrade powered by the LongCat large model system and the Miaoshou (CatPaw) AI business operations platform, Smart Manager covers areas including business analysis, reputation management, marketing, intelligent advertising, store management, industry research, and new-store operations. It can provide early warnings for risks such as food safety issues and serious customer complaints, while offering improvement suggestions to merchants in regional commercial districts.

The China Securities Regulatory Commission disclosed two newly filed companies planning overseas listings: Xinde Semiconductor and Changzhou Weiyi Intelligent Manufacturing. They plan to issue shares on the Hong Kong Stock Exchange and convert their domestic unlisted shares into H shares. Xinde is an OSAT packaging and testing provider that has raised over RMB 200 million across seven funding rounds, with customers including MediaTek. Its key risks are losses and insufficient volume growth. Weiyi Intelligent Manufacturing is a leading EIIR company with a gross margin of over 50% and backing from the National Fund, but it faces significant risks including persistently negative cash flow, high accounts receivable, and elevated goodwill.

Dongcha Express reports that Trump and his family are expanding investments in areas including AI, data centers, and energy infrastructure, while opposing any slowdown in AI development, which could create a conflict of interest with their regulatory positions. After returning to the White House, his investment accounts have been actively trading, involving multiple technology stocks, although his holdings remain unclear. Truth Social plans to merge with TAE Technologies and expand electricity usage for AI data centers, while also licensing data to AI labs and receiving technical support from Perplexity.

Mars Finance reports that Tushar Jain, founder and CIO of Multicoin Capital, stated in a post that sentiment in the current crypto market appears somewhat overheated, and a pullback or period of choppy consolidation cannot be ruled out. He advised investors to remain calm, avoid excessive trading, focus on holding high-quality assets, and let their investment thesis play out naturally rather than trying to precisely capture every short-term high and low.

At the Qiyuan Robotics new product launch, the Q1 is DIY-capable and starts at RMB 19,999, while the Explorer Edition costs RMB 26,999; the transforming T1 starts at RMB 19,999, and the Pro version costs RMB 29,999. Tian Hua, CEO of Shangwei New Materials, said that Qiyuan’s consumer products aim to become the “Apple” of the robotics industry, with personal robots becoming the gateway to the digital world. Notably, different versions of Apple’s foldable iPhone Duo are priced between RMB 15,999 and RMB 26,499, making it the most expensive iPhone in Apple’s history.

Mars Finance reports that Anthropic said its chatbot Claude now leads 26% of the company’s artificial intelligence research and development work, up from nearly zero at the beginning of this year. The company said in a report released Thursday that this is one of the clearest signs to date that artificial intelligence can accelerate the development of future models. Anthropic said Claude also collaborates with employees on approximately 90% of the work. The company noted that more than a quarter of its artificial intelligence research and development is driven by Claude.