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.

MoonPay has signed a definitive merger agreement with North Capital Investment Technology in an all-stock transaction valued at more than $60 million. Upon completion of the transaction, North Capital will become a wholly owned subsidiary of MoonPay, integrating its securities brokerage, investment advisory, and clearing capabilities. North Capital owns multiple SEC-registered entities and provides technology, custody, and secondary trading services to private placement issuers, fund managers, and institutional investors. Its platform has facilitated a total of $8.7 billion in primary and secondary transactions, while PPEX supports 1,250 assets. The transaction has been approved by the boards of directors of both parties and remains subject to closing conditions, including regulatory approval.

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On September 23, the U.S. Dollar Index rose 0.49% to close at 101.096, reaching an eight-week high. The 10-year U.S. Treasury yield broke above 5%, climbing to its highest level since 2007. Spot gold fell below the $4,300 mark, while all three major U.S. stock indexes also closed lower. As the U.S. Treasury market remains under continued pressure, Bloomberg exclusively reported that the U.S. government is considering promoting dollar stablecoins overseas in an attempt to expand the pool of foreign buyers for U.S. Treasuries.
What exactly is driving the U.S. Dollar Index to new highs? Once a strong dollar takes hold, how will global assets be repriced? How will the “吸血效应” of countries being forced to follow with rate hikes evolve, and in what way will it ultimately backfire on the United States itself? This article will begin with last night’s market movements and break down each issue in depth.
I. Why Did the U.S. Dollar Index Reach a New High? How Is the S&P PMI Driving Up Rate-Hike Expectations?
S&P Global

Amazon is already one of the world’s largest robot manufacturers. As more warehouse operations become automated, the company is expanding its robot production capacity. The e-commerce company said it will invest more than $100 million to build a new robot manufacturing facility in Greenwood, Indiana, which is expected to begin production by 2028. Last month, Amazon announced plans to build another robotics hub in Austin, Texas. Once the two new facilities are completed, Amazon’s number of robot manufacturing plants will double to four. (Sina Finance)

The 5th Global Digital Trade Expo was held in Hangzhou. Wang Xingxing, founder of Unitree Robotics, delivered a speech titled “From Mechanics to Intelligence: The Evolutionary Theory of the Embodied Future,” stating that ChatGPT and similar technologies are driving an AI revolution and that embodied intelligence will usher in its “ChatGPT moment.” When robots can complete 80% of tasks through embodied voice interaction in 80% of unfamiliar scenarios, the tipping point will be reached and global resources will flow in. The biggest challenge currently is precisely matching AI inputs and outputs with the physical world. Once this problem is solved, the fundamental challenges facing robots will largely be resolved.

Mars Finance reports that Iranian Foreign Minister Abbas Araghchi said Iran has proposed a plan to the United States to reopen the Strait of Hormuz within seven days. The plan is based on a memorandum of understanding reached by the two countries in June this year, but certain conditions must be met. Araghchi said it would be better if this could be completed before the U.S. midterm elections, but that depends on the U.S. government’s decision.

Mars Finance reports that according to Coinglass data, the Crypto Fear & Greed Index is currently 72, unchanged from yesterday. The average over the past 7 days is 72, and the average over the past 30 days is 66.

Bank of America raised its U.S. Treasury yield forecasts, with the 10-year yield expected to reach about 5% and the 2-year yield about 5%, indicating that the market will face a higher-for-longer interest rate environment. If oil prices rise to $95/barrel and remain there for an extended period, they will push up inflation expectations and increase pressure on the Federal Reserve to tighten policy. High risk-free rates weigh on high-valuation growth stocks and raise financing costs, but periodic pullbacks may provide opportunities to build positions. Going forward, investors should monitor oil prices, inflation, the Fed’s policy path, and fiscal financing pressures to determine whether 5% is a short-term level or a new valuation anchor.

Mars Finance reports that, according to a DWF Ventures report cited by Cointelegraph, only 4 of the 20 largest crypto treasury companies are trading above the value of the assets they hold. The report said this situation has weakened the model these companies previously used to raise funds and continue purchasing crypto assets. Crypto treasury companies typically raise capital by issuing shares and then use the funds to increase their holdings of crypto assets such as Bitcoin. The relationship between their share prices and the net value of their holdings is a key indicator of whether this model can continue.

Mars Finance reported on September 25 that, according to CNBC, U.S. Defense Secretary Pete Hegseth’s newly released 2025 annual financial disclosure shows that the value of his household’s cash, retirement investments, and Bitcoin totals at least approximately $3.1 million. His Bitcoin holdings were valued at approximately $16,000 to $65,000, while one of his three cash accounts held more than $1 million.

Mars Finance reports that Andy, founder of The Rollup, posted that, according to sources, the SEC is preparing to adjust its KYC requirements so that users will only need to complete KYC once to access tokenized securities on-chain. In addition, the source said that the arrangement would enable composability among different on-chain trading venues and tokenization platforms, allowing users to split orders across multiple venues and complete more trades with the help of identity systems based on zero-knowledge proofs.

DensityAI was founded a year ago by former core members of Tesla’s Dojo project. It is now in the late stages of fundraising, planning to raise several hundred million dollars at a valuation of approximately $10 billion. If its chips achieve the specified performance, AWS will purchase them; a16z is in talks to lead the round.

The White House has ordered OpenAI and Anthropic not to share their latest models with the UK’s AI Safety Institute until the U.S. government completes its testing. A request from the Office of the National Cyber Director has put the two companies in a difficult position: either refuse the British testing organization or risk angering the Trump administration.

Mercedes-Benz announced the launch of the facelifted Mercedes-Maybach S-Class, with a starting price of RMB 1.398 million. The new vehicle is 5,485 mm long, with a wheelbase of 3,396 mm. It is the first to feature MB.OS and a new intelligent human-machine interaction system. The premium rear-seat entertainment system, led by the China team, uses a multimodal VLM large model. It is also equipped with an urban/highway navigation assist system jointly developed with Momenta, comes standard with rear-wheel steering, and features an illuminated front grille and emblem.

JPMorgan noted that Bitcoin briefly broke above its estimated production cost of approximately $85,000 during the rebound. If this holds, it would ease miners’ cash-flow pressures and forced selling; if prices remain below the cost line for an extended period, high-cost miners may deleverage or even exit, releasing spot supply. BTC is currently around $84,600 and has not yet confirmed a decisive breakout. Analysts said the cost level is closer to a soft floor than firm support. Mining companies are shifting toward AI computing, while hash rate and difficulty have declined and the pace of new hash-rate growth has slowed. This rally places greater emphasis on the supply-side implications; the lack of progress on the CLARITY Act has also helped drive the rebound.