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 reports that, citing Blockworks data, Raydium said the monthly trading volume of tokenized stocks on Raydium rose to approximately $2.8 billion in September, hitting an all-time high and marking a significant increase from the approximately $500 million in trading volume recorded in August. Raydium stated that September was a strong month for its tokenized stock trading performance.

ARKInvestValente said Ethena will reshape the ENA landscape through tokenized stocks. USDe supply has recovered to nearly $5 billion, basis trading has rebounded, and sUSDe is below or near SOFR. Over the next 12–18 months, USDe could expand to $30–40 billion, driven by growth in stock open interest. EthenaPay will further amplify demand for USDe, benefiting related chains and vaults.

Mars Finance reports that SpaceX has launched its 13th long-duration Dragon mission, sending four astronauts to the International Space Station on behalf of NASA.

Mars Finance reports that the yield on the U.S. 2-year Treasury note fell 7.28 basis points during the day to 4.814%. The 10-year yield fell 2.07 basis points to 5.272%. The 20-year yield fell 1.19 basis points to 5.674%. The 30-year Treasury yield fell 0.58 basis points to 5.633%.

Mars Finance reports that Monad released a video hinting at the launch of privacy services on October 6. Its token is up more than 17% today, currently priced at $0.032671.

Mars Finance News, October 1: The final reading of the US S&P Global Manufacturing PMI for September was 55.9, compared with the previous reading of 57.

Mars Finance reports that Meta Platforms stated it will introduce Muse to its AI glasses in the coming months.

According to The Block, shareholders of Armada Acquisition Corp. II have approved a merger transaction with XRP treasury company Evernorth, paving the way for Evernorth to list on Nasdaq. The transaction is expected to raise approximately $300 million in cash, with investors also contributing XRP in kind. Upon completion, Evernorth will hold approximately 473 million XRP. The transaction is expected to close on October 7, after which the combined company will trade under the ticker XRPN.

Mars Finance reports that on October 1, according to market data from BIT (bit.com), during U.S. trading, NEAR treasury company SVRN fell more than 20% to $39.49. Among AI stocks, optical communications concept stocks surged, with LITE and COHR gaining nearly 10% and AAOI rising 5.79%, while neocloud concept stocks generally declined, among which

Mars Finance reports that Synopsys surged more than 10%, with its share price at $479. The chip design software maker announced Wednesday that it had entered into a partnership agreement with OpenAI. The two companies will jointly develop AI models for the chip business and share the related revenue. (Cailian Press)

BitMart announced a preliminary indicative plan to review its assets and liabilities and formulate countermeasures starting in August 2026, with Alvarez & Marsal and White & Case participating in due diligence. Users may choose an upfront distribution or receive a delayed but potentially higher recovery based on the sources of funds recovered or monetized. Since the 2021 hacking incident caused a $319.5 million shortfall, the risks of panic withdrawals and information leaks have increased starting in 2026. Management believes the $10 million liquidity plan is insufficient and intends to convert outstanding balances at the weighted price as of July 26, subject to independent verification, while soliciting opinions from the top 50 users.

U.S. stocks opened slightly higher, with the Dow up 0.14%, the S&P 500 up 0.22%, and the Nasdaq up 0.46%. Among notable stocks, Accenture rose 17.8% on its fourth-quarter results and guidance for the coming year, Alphabet Class A rose 2.4% on the release of Gemini 4, and Micron fell 1.8% as its results and guidance came in below expectations. Among crypto treasury stocks, SDEV surged 59.83%, while SVRN fell 12.61%. MSTR, BMNR, and BNC all rose about 2%.

Mars Finance News reports that, according to Gate market data, U.S. stocks opened higher, with the Dow Jones Industrial Average up 0.14%, the S&P 500 up 0.22%, and the Nasdaq up 0.46%. Accenture rose 17.8% after its fourth-quarter results and guidance for the next fiscal year boosted its stock price. Google Class A rose 2.4% after previously launching its flagship Gemini 4 AI model. Micron Technology fell 1.8% as its quarterly results and guidance for the next quarter failed to satisfy the market.

Mars Finance reports that according to Gate market data, U.S. software stocks rose, with IBM up 5%, ServiceNow up 4.8%, and Salesforce up 3%.

In an interview with The Rollup, Robinhood CEO Vlad Tenev said that one reason for Robinhood Chain’s success is that they did not deliberately favor certain high-quality DeFi protocols or winners; they are willing to help developers, but place greater emphasis on platform neutrality and keeping fees as low as possible, and believe developer activity has already become the top priority. The Robinhood team’s core goal is to bring more people to Robinhood Chain and make it as good as possible.

Robinhood Wallet announced its integration with the Arcus API, making it one of the spot trading routes for stock tokens. It now supports more than 190 stock tokens and provides Arcus’ liquidity and execution infrastructure. Built by the dYdX team, Arcus launched on Robinhood Chain in July and uses an RFQ pricing model rather than a single liquidity pool. Users who swap through Arcus may receive Arcus Points, and the wallet’s dapp browser will offer limit orders. Since its launch, trading volume has exceeded $5 billion, with more than 15,000 unique traders and total value locked exceeding $28 million.

Mars Finance reports that, according to The Block, new data released by Visa shows that, in the 2026 fiscal year to date, nearly 17% of the company’s stablecoin-linked card transaction volume came from corporate and commercial programs. Visa currently supports more than 160 stablecoin-linked card programs, with related payment transaction volume increasing nearly 200% year over year.

Mars Finance reports that, according to The Information, people familiar with the matter said SpaceX’s AI division held talks over leasing computing power from Microsoft during the summer. This indicates that, after initially resisting, Musk has fully embraced the “new cloud” business.

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Author: Zhao Ying, Wall Street News

As the global bond market turmoil intensifies, Steven Blitz, chief U.S. economist at TS Lombard, has warned that the Federal Reserve is repeating the mistakes of history. Its “original sin” of easing monetary policy prematurely, before inflation has been fully brought under control, will ultimately push the 10-year U.S. Treasury yield to 8% over the next several years.
The 10-year U.S. Treasury yield rose to 5.30% on Wednesday, its highest level since 2002. Most Wall Street institutions are discussing whether 6% will be the next threshold. But in his latest report, “The Original Sin Repeated,” Blitz argues that this assessment is “too narrow in scope”—5.75% is merely the next interim plateau, while 8% is the long-term target. At that point, it would exert substantial pressure on stocks and end the “buy the dip” mindset that investors have developed over decades.
The core logic behind this view is that: loose fiscal...