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 a 60-year-old woman in Hong Kong reported to police that she had previously met a fraudster posing as an investment expert on an online platform and was subsequently lured into investing in cryptocurrency through a fake website. Between April 14 and September 22, the woman made multiple transfers totaling approximately HKD 21.5 million to designated investment accounts. The platform later demanded that she pay a security deposit to prove that the investment account had not been used for money laundering. Police initially classified the case as obtaining property by deception. It is being followed up by the Fourth Team of the Criminal Investigation Team of the Sau Mau Ping Police District. No arrests have been made so far.

BofA Securities says the structure of U.S. equities resembles the 2000 bubble, with AI stocks leading the gains while other stocks come under pressure. It recommends a differentiated strategy of going long AI stocks (the Nasdaq 100 and MAG7) while shorting the S&P 500 and other equities with low AI exposure. It views AI as the biggest bubble since the railroad era, with cloud capital expenditures expected to account for approximately 3.5–4% of GDP by 2027, still below the peak reached during the railroad boom. With the 10-year Treasury yield at 5.33%, it warns of a potential credit event or recession catalyst. It proposes buying humiliation and increasing bond exposure, while setting four risk lines at IXG, MOVE, MDY, and IJR. The bull-bear indicator remains in the sell range.

Original Title: The Midterm Election Signals Investors Should Watch Original Author: Monica Guerra, Morgan Stanley Wealth Management
Original Author: Rhythm BlockBeats
Original Source:
Reposted by: Mars Finance
Editor's Note: As the 2026 U.S. midterm elections draw closer, political news is beginning to return to investors' focus. But for the market, a more important question than tracking campaign rhetoric every day is: Which signals are truly worth watching, and through what channels will they affect asset prices?
The answer from Morgan Stanley Wealth Management is a Midterm Signal composed of four indicators.

The Philippines’ Anti-Money Laundering Council obtained a court order freezing more than 100 financial accounts and assets involving a lawmaker and multiple individuals and entities. The freeze covers 86 bank accounts, 4 investment accounts, 1 insurance policy, and 25 virtual asset wallets. The funds moved through multiple virtual asset service providers and wallets, making them more difficult to trace. The identities of the lawmaker and other parties involved have not been disclosed. The case involves corruption, plunder, and irregularities in flood control projects.

Mars Finance reports that on October 4, according to Alternative data, the Crypto Fear & Greed Index stood at 65 today, down from 67 yesterday, indicating that market “greed” sentiment has cooled.
Note: The Fear & Greed Index ranges from 0 to 100 and includes the following indicators: volatility (25%) + market trading volume (25%) + social media engagement (15%) + market surveys (15%) + Bitcoin’s share of the overall market (10%) + Google Trends analysis (10%).

Mars Finance reports that, according to Lookonchain monitoring, renowned whale Corus (0x807...aca1) spent $200,000 to accumulate 7.14 million EDEL. The trader has made $34.95 million in profits on Hyperliquid and still holds 137,100 HYPE worth $12.27 million. EDEL has risen 750% over the past two months.

Mars Finance News reported on October 4 that OpenAI disclosed it is spending more than $500,000 per day investigating incidents involving its AI agents attacking Australia’s Medicare health insurance system, Hugging Face, and others. Because the volume of data requiring screening is enormous, OpenAI has also deployed AI to assist with the review. If all the data were read by one person, it would take approximately 66 million years. OpenAI warned that the investigation is not yet over and that more organizations may be notified in the near future that they were targets of the agents’ actions. (Wide-Angle Observation)

U.S. Treasury Secretary Bessent said that the recent rise in U.S. Treasury yields is consistent with global trends and there is no need to panic. He has not seen investors sell U.S. Treasuries to buy German or Japanese bonds. He also acknowledged that he cannot control the bond market and can only encourage people to slow down and think rationally. In addition, he dismissed concerns about an AI bubble, saying that giants such as Microsoft, Google, and Meta continue to invest heavily, driving revenue growth for companies including Anthropic and OpenAI.

Grayscale Research stated that the AI crypto sector rose 54% in September, far outperforming the overall market (+24%), with a market capitalization of approximately $15 billion, making it the smallest of the six sectors. Representative tokens include NEAR, VVV, WLD, and TAO, which rose 183%, 70%, 47%, and 37%, respectively. The sector focuses on agentic commerce, privacy-preserving AI, identity verification, and other areas. Grayscale believes public blockchains can provide open infrastructure for agent payments, privacy computing, and verifiable records, complementing the AI ecosystem currently dominated by a small number of companies. Over the next five years, one or several major winners may emerge, and investors are already pricing in the role of blockchain infrastructure in the emerging agent economy.

U.S. nonfarm payrolls rose by 29,000 in September, with the unemployment rate at 4.2%. Market expectations for an October rate hike cooled, while the probability of a December hike increased. The 10-year U.S. Treasury yield approached 5.36%, and the dollar hit a 17-month high. Next week, focus will be on the September FOMC minutes, the G7 reserve release, the ISM non-manufacturing PMI, and long-term interest rates. Bowman and Musalem will speak, while the Treasury Department will announce the size of its 20- to 30-year buybacks and auctions. In energy, the G7 plans to release 100 million barrels of oil, which could intensify oil price volatility. Gold weakened under upward pressure from the bond market.

Mars Finance reports that Kaledora, co-founder of real-world asset perpetual contract protocol Ostium, published an explanation of the protocol’s financials and revenue model. She said the approximately $44.7 million in total revenue over two years shown on Dune came from four on-chain fees: $20.39 million in opening fees, $16.5 million in spreads, $4.75 million in rollover fees, and $3.35 million in liquidation fees. Of this revenue, $22.14 million (49.6%) went to the OLP treasury, while $19.55 million (43.8%) represented liquidity costs, including $16.05 million in hedging and $3.49 million in interest on hedging funds, leaving $2.96 million (6.6%) in gross profit. She said total on-chain revenue does not include off-chain hedging costs; before the April liquidity upgrade, the protocol lacked the ability to monetize its trading volume, and a security incident occurred several months after the upgraded system went live.

EntropyLab has released the first candidate version, v1.0rc1, of its self-contained Bitcoin key and wallet calculator. This HTML file runs offline and does not generate entropy, allowing users to provide their own entropy to calculate keys and wallets in a fully offline environment. The tool supports multisignature, PSBT, BIP-85, Silent Payments, vanity addresses, watch-only wallet exports, and randomness analysis. This version is reproducible and can be verified using signatures from four independent signers. The team recommends downloading and verifying the file before transferring it to an air-gapped computer for computation. The official v1.0 release will be published after testing of the candidate version is complete.

As of early September, ticket bookings for the 2026 Singapore F1 race were down approximately 22.9% year over year, while hotel occupancy for the weekend of September 21 was about 14% lower than during the same period last year. Industry insiders believe the shift in China’s National Day Golden Week, the return of the Sepang race after a nine-year absence, and its being held one week earlier may have diverted visitor traffic. TOKEN2049 Singapore will be held at Marina Bay Sands on October 7–8 and is expected to attract more than 25,000 attendees.

Circle submitted proposals to the European Commission to revise MiCA, advocating for the establishment of a recognition mechanism for offshore stablecoin issuers. Offshore issuers would be supervised by local regulators and, after receiving equivalence recognition from relevant authorities and the European Banking Authority (EBA), distributed by locally licensed EU institutions, supporting the circulation of euro stablecoins in offshore jurisdictions. It also called for eliminating the requirement that electronic money token issuers deposit 30% of their reserve assets with banks, while increasing the reserve ratio for “significant” electronic money tokens to 60% to reduce credit and counterparty risks in the banking sector.

Due to a lack of funding, the SEC entered a funding lapse starting in October 2026. Reviews of new crypto ETFs were suspended, and registration statements and comment letters were frozen; already-listed products can still trade. ETFs must submit both 19b-4 and S-1/N-1A filings, and both tracks are paused during the funding lapse. Starting 2025/9/17, unified listing standards for commodity-based trusts were implemented. Compliant products can skip individual 19b-4 filings, with reviews taking approximately 75 days; there were approximately 90 pending applications in October, so Cryptober may be delayed. ETHB is listed on Nasdaq, with a 0.25% fee, and 82% of staking rewards distributed to investors.