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.

On October 8, Samsung Electronics forecast third-quarter operating profit of 107.4 trillion won and revenue of approximately 195 trillion won, both hitting new quarterly highs; the KOSPI fell 2.62% to 6,625.93 points, down approximately 27.3% from its peak. The two largest heavyweight stocks accounted for more than half of the index, while buybacks nearing completion became the only stable source of net buying. Foreign investors continued to reduce their holdings, the won’s appreciation eroded dollar returns, and retail investors shifted toward U.S. stocks. Once the buybacks end, the index’s volatility could increase if there is no new buying support.

According to SoSoValue data, Ethereum spot ETFs saw a net outflow of $542 million last week. BlackRock’s ETHA saw a weekly net outflow of $477 million, bringing its cumulative net outflow to $12.79 billion; ETHE saw a net outflow of $31.8918 million, bringing its cumulative net outflow to $5.47 billion. MSSE recorded the largest net inflow last week at $1.3209 million, with a cumulative net inflow of $42.68 million. As of press time, Ethereum spot ETFs had total net assets of $15.71 billion, an ETF net asset ratio of 5.18%, and cumulative net inflows of $13.26 billion.

Mars Finance reported on October 12 that, according to people familiar with the matter, Bridge Data Centres, backed by Bain Capital, is in talks with banks to more than double the size of an existing loan to approximately $6.6 billion. This would be one of the largest financing deals in Asia’s data center sector. (Wide-Angle Observation)

Mars Finance reports that Edison, co-founder of Based, issued an update on the recent crypto card data breach. Edison stated that the compliance and operations teams are contacting affected users, have notified relevant authorities such as the Personal Data Protection Commission (PDPC), and have formally filed a police report. They are currently cooperating closely with law enforcement, while the crypto card business continues to operate normally.

Mars Finance reports that on October 12, according to market data, Wormhole (W) is currently quoted at $0.02842, up 61.39% over the past 24 hours, with a high of $0.02945. Trading volume over the past 24 hours was approximately $24.033 million. Wormhole (W) has continued to strengthen recently, mainly driven by the rotation of funds into altcoins, benefiting as a cross-chain infrastructure token.

Intel will raise prices for multiple generations of PC processors starting in September. High-end Panther Lake models will see increases of 15–20%, mainly those equipped with high-end GPU tiles, rather than the entire lineup simultaneously. Meteor Lake and Arrow Lake prices will rise by approximately 5–10%. Qualcomm will raise prices by approximately 10% starting in October, and AMD is reportedly expected to follow. Process upgrades and demand for AI computing power are driving prices higher, while competition for 2nm/3nm capacity remains intense.

MarsBit reports that, according to an official announcement on October 12, Lighter announced that it had completed the burning of 2,452,017 LIT tokens today. These tokens were automatically repurchased through a program by the end of the third quarter of 2026.

Mars Finance reports that Qichacha data shows Wuhan Runhe Huizhi Information Technology Co., Ltd. was recently established, with Yu Xing as its legal representative and registered capital of 5 million yuan. The company’s business scope includes the manufacture, installation, and repair of industrial robots; the development of intelligent robots; industrial internet data services; and the sale of artificial intelligence hardware. Shareholder information shows that it is wholly owned by Jiangsu Runhe Software Co., Ltd.

Mars Finance News: On October 12, semiconductor equipment stocks rose amid volatility, with Jingyi Equipment up nearly 10%, while Huafon Test & Control, Piotech, Torrence, and CESTC Semiconductor Equipment followed higher. According to reports, ASML will uniformly raise the prices of replacement parts for equipment supplied in South Korea by 10%. The new prices will take effect in January next year, and the increase covers all components for EUV and DUV lithography machines. (Kegubao Report)

Mars Finance reports that Musk said he agrees with some of Anthropic’s views. After reading the internal reasoning traces generated by Grok during reinforcement learning, he warned against “torturing superintelligence (SI).” He described the situation as being like a person under extreme pressure with a gun pointed at their head.

Mars Finance reported that MoonPay Chief Legal Officer and former U.S. Commodity Futures Trading Commission (CFTC) Commissioner Caroline Pham said cryptocurrency regulation does not require congressional legislation and can be implemented solely through rules formulated by regulatory agencies. She said the CFTC’s regulatory jurisdiction is nearly all-encompassing because the Commodity Exchange Act stipulates that almost everything is considered a commodity, except onions and movie box office receipts.

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Written by: Long Yue
The U.S. AI computing power rental market is showing a clear “expensive in the short term, cheaper in the long term” pattern.
On October 10, according to a chart in Goldman Sachs internet analyst Eric Sheridan’s quarterly preview report on SpaceX, the annualized revenue from one gigawatt of computing capacity is approximately $40 billion to $50 billion for short-term spot rentals and $20 billion to $30 billion under long-term contracts, while the break-even threshold for hyperscalers building their own capacity is only about $12 billion.
However, Goldman Sachs believes the fundamental reason hyperscalers such as Google are renting computing capacity at steep premiums is that their self-built capacity cannot keep pace with demand. Once their self-built capacity catches up, the spot premium will disappear. It forecasts that SpaceX’s computing capacity will grow from 1.4 gigawatts in the second quarter of 2026 to approximately 7 gigawatts by the end of 2027 and approximately 10.6 gigawatts by the end of 2028—

DBS Group’s Tan Shu Shan said the market is reassessing the risks of AI investment, with financing becoming more cautious. Investors will demand higher returns and scrutinize financing structures to ensure long-term funding sustainability. Weaker companies may be downgraded, but the repricing of risk is viewed as healthy. DBS has facilitated approximately SGD 25 billion in AI-related transactions this year, typically serving as the lead arranger in syndicated loans and retaining only a small portion of the risk exposure. Most of the funding has flowed into hardware sectors such as semiconductors, memory chips, and data centers.

According to Coinglass data, whales on the Hyperliquid platform hold a total of $8.831 billion, including $4.078 billion in long positions (46.18%) and $4.754 billion in short positions (53.82%). Long-position profits and losses amount to $414 million, while short-position profits and losses amount to -$425 million. Whale address 0x5b5d..60 is currently using 5x leverage to short ETH with cross margin at a price of $2,322.63, with an unrealized profit and loss of -$24.0296 million.