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.

Metaplex has launched the new MPL-3643 standard in the Solana ecosystem for permissioned real-world assets and tokenized securities, allowing issuers to issue assets directly on Solana without wrapping them. The standard embeds features such as transfer restrictions, lock-up periods, and compliant lifecycle management into the assets, and is built on Token-2022, sRFC 37, and the Solana Attestation Service. MPL-3643 is currently in a limited-access Alpha phase.

On September 30, TradingBeats showed PUMP up 18.2%. A Hyperliquid whale holds 100 million PUMP with 10x leverage, with an entry price of $0.00358. The current position is worth approximately $5.76 million, with an unrealized profit of approximately $2.18 million and a return of approximately 608%. This rise increased the unrealized profit by another approximately $888,000, which has not yet been realized. The address still has a buy-the-dip order placed at $0.00278, with a planned transaction amount of approximately $16.3 million. The order price is approximately 51.8% below the current price.

Mars Finance reports that OpenAI unveiled its always-on Agent Dots at DevDay, but neither of the domains dot.com and dots.com is currently owned by OpenAI. dot.com is currently owned by xAI and redirects directly to Grok Bot when opened, while dots.com is likewise not owned by OpenAI. Public WHOIS records show that dot.com was transferred in July this year, about two months before Dots was officially released. After the news broke, the community speculated that xAI had acquired the domain in advance, but there is currently no evidence that it knew beforehand that OpenAI would use this name. dots.com originally belonged to the US women's apparel chain Dots. When the company went bankrupt and liquidated in 2014, the domain was sold for $335,000.

Robinhood held its annual event in Houston and launched its in-app AI assistant, Robinhood Agents, which can answer questions about market conditions, customize investment strategies, and automatically monitor the markets and execute trades while users are asleep or offline. CEO Vlad Tenev said that these agent-based trading tools will bring advanced trading capabilities once available only to hedge funds and Wall Street institutions to everyday retail investors.

On September 30, Trump hosted a luncheon at the White House with executives from several AI giants, including Jensen Huang, Elon Musk, Mark Zuckerberg, and Sundar Pichai. After the luncheon, the White House pushed companies to sign voluntary responsibility commitments for frontier models, requiring them to establish multilayered safety mechanisms, including internal risk monitoring, independent reviews, external evaluations, and board oversight, and plans to establish an oversight committee. The U.S. short-term regulatory path is becoming clearer, but details on penalties, standardized testing, and audits are lacking. The market does not expect mandatory licensing and other measures to be introduced for now, and investors will focus on the audit rules for disclosures and progress on legislation.

Sentora has submitted an ARFC proposal to establish an independent lending market on Aave V4, with Sentora responsible for operations, collateral assets, and interest rates, while the Aave DAO retains ownership of the smart contracts and ultimate control. Lending assets would be limited to RLUSD, PYUSD, and OUSD, with USDe, PRIME, mWIN, PST, and kBTC as collateral. Revenue would be shared with the Aave DAO.

Mars Finance reports that on September 30, Cathie Wood’s Ark Invest currently has direct exposure to Kalshi through three ETFs: ARKK, ARKW, and ARKF. Ark Invest estimates that the annual trading volume of prediction markets will reach $1 trillion to $5 trillion in the medium term. Ark Invest said that although Kalshi is still a private company, it hopes to give its investors early access to the opportunity.

Mars Finance reports that, according to The Block, prediction market platform Kalshi will terminate its trading volume incentive program, effective no earlier than October 13. The information comes from a filing Kalshi submitted to the U.S. Commodity Futures Trading Commission (CFTC). Under the program, traders receive rewards from a reward pool based on their share of eligible trading volume, with the aim of improving liquidity. Kalshi is an event contract trading platform regulated by the CFTC.

Goldman Sachs said September oil exports from the Persian Gulf, including those transported by the shadow fleet, doubled and returned to the 2025 average level. Saudi Arabia led the increase, with exports above average; Iran exported crude in September without seaborne shipments. The data strengthened market expectations for a recovery in supply, sending oil prices lower yesterday. A report at the end of August said that increased shadow fleet transportation could limit oil’s upside potential; if supply disruptions in the Middle East persist, refined products and European natural gas could rise more than crude, consistent with concerns about diesel supply.

ByteDance’s Doubao announced that users can complete travel-related tasks such as booking flights and train tickets, hailing rides, and navigating routes through Doubao using natural language, without switching between multiple apps. Doubao will work with platforms such as Flight Manager and High-Speed Rail Manager to provide flight searches, price comparisons, online booking, and order management. It will also collaborate with ride-hailing platforms such as Cao Cao Mobility and navigation platforms such as Baidu Maps to expand travel scenarios.

Samsung executives said HBM will account for nearly 30% of DRAM wafer capacity next year, up from approximately 20% currently. It is competing with conventional DRAM for capacity, and capacity expansion may squeeze the latter. TrendForce forecasts that by the end of 2027, HBM wafer input will account for approximately 30% of DRAM capacity, but contribute only 13% based on memory capacity. Samsung has already begun mass production of HBM4, with average monthly wafer input expected to reach approximately 250,000 wafers next year. 8-layer HBM will become mainstream, memory supply will remain tight, and HBM prices may rise.

Mars Finance reports that market research firm Counterpoint Research estimates Apple will sell approximately 6 million iPhone Duo units this year, marking the first forecast of the market performance of Apple’s first foldable device. IDC expects foldable phone shipments to grow 13% this year to 22.9 million units, driven by the iPhone Duo.

According to The Wall Street Journal, Trump had lunch at the White House with the CEOs of about 24 technology companies, including Anthropic CEO Dario Amodei, with whom he had previously had a strained relationship. Trump praised Amodei and the leaders of Nvidia, Google, and other companies. The two sides had previously clashed over the use of Anthropic AI by the military. Trump advocates for light-touch regulation, while Amodei has warned about AI risks, called for slowing its development, and proposed that progress could be made safely by working with the government.

Mars Finance reports that, according to Lookonchain monitoring, two whales exchanged 50.95 WBTC for 25,500 AAVE, valued at $4.26 million.