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.

Bitwise has launched the Premium+ RWA Vault (PPLUS) on Ember Protocol, leveraging a curated portfolio of real-world assets with a target net yield of over 10%. The assets include PST, sUSDai, and PRIME, covering cross-border payment financing, AI GPU loans, and tokenized debt backed by residential home equity. The assets, leverage, and other elements are designed by Bitwise, while the vault and trading are executed by Ember. PPLUS is available only to non-U.S. persons and carries a risk of loss.

Mars Finance reports that NEAR Protocol posted on X, stating that the NEAR platform has launched a private limit order feature supporting assets from any blockchain. Users can set a target price, and the order will be automatically executed when the market price reaches the target. Orders will not be publicly displayed while awaiting execution.

Mars Finance reports that Arbitrum has announced the replacement of its existing Timeboost mechanism with a per-transaction priority auction mechanism. According to the disclosed allocation plan, 97% of the revenue generated from priority fees and paid Fast Feed subscriptions will be allocated to the DAO treasury, with the remaining 3% distributed to Arbitrum developers.

Mars Finance reports that the on-chain derivatives protocol Derive posted on X stating that a new governance proposal has been published on the Derive forum, proposing to increase the share of protocol revenue allocated to DRV buybacks to 50%. Derive said that community members can review the proposal and share their opinions, and that the related discussion is now open. DRV is Derive’s protocol token, and this proposal concerns the share of protocol revenue allocated to token buybacks.

Mars Finance reports that, according to The Block, Bitcoin mining services company Luxor is expanding into AI infrastructure, extending its operations in energy, hardware, software, and computing power trading to the sector. Luxor’s hardware brokerage desk has previously traded more than $1 billion worth of Bitcoin mining ASICs.

Yan Zhitian said at GMIF2026 that global cloud service providers’ capital expenditures are expected to reach $1.2 trillion in 2027, with storage accounting for more than half. Due to high storage costs and insufficient bandwidth, innovation needs to be accelerated through advanced packaging and other technologies. The report shows that cloud spending will be approximately $900 billion this year, with storage accounting for 48%, rising to 53% next year. The figure is expected to reach $1.6 trillion the year after next as demand for storage and GPUs increases. Regarding HBM, preliminary demand is expected to reach approximately $44 billion next year, with supply remaining tight.

Mars Finance reported on September 24 that, in response to Japanese photoresist giants jointly announcing price increases, an executive at a photoresist company said that one notable recent change is the significant acceleration of domestic substitution. Downstream wafer manufacturers are providing substantially more testing opportunities, and the basic verification cycle has generally shortened from the previous 1–2 years to 6–12 months. A staff member from the Securities Department of Silan Microelectronics added that photoresist accounts for only a small portion of the company’s overall material costs, at around 1%, which is very small. (STAR Market Daily)

Mars Finance News reported on September 24 that Gaoyu had completed more than RMB 800 million in financing during the first three quarters of 2026. The financing will be used for aircraft research and development, airworthiness certification, mass-production factory construction, and the development of its operations system. Since the company was founded, its investors have included Chenxi Capital, Fosun RZ Capital, Shengyu Investment, Ningbo Communications Investment Low-Altitude Fund, Guangzhou Science City Venture Capital, Lanxi Capital, Sichuan Low-Altitude Economy Fund, and Guotai Haitong, among others. Following this round of financing, GAC Group and its affiliated funds remain Gaoyu’s largest shareholder. (Chuang Tou Jia CLUB)

Mars Finance News: On September 24, the Fifth Global Digital Trade Expo opened in Hangzhou. Daily Interaction officially launched the urban transportation foundation model MUMO (Modeling of Urban Mobility). The model spatially and temporally matches the space-based sensing capabilities of high-resolution satellite remote-sensing imagery with multisource ground-based transportation data, such as intersection and vehicle feature data, transforming static snapshots captured by satellites into continuous, dynamic operational processes and creating an operating mechanism of “continuous space-based observation, real-time ground-based integration, rolling model simulation, and dynamic traffic signal optimization.” (Wide-Angle Observation)

Mars Finance reported that on September 24, according to monitoring by TradingBeats, “Machi Big Brother” Huang Licheng reduced his Bitcoin and Ethereum long positions. His account lost $1.42 million over the past 24 hours. His current positions are as follows: ETH long position of approximately $96.47 million, with an unrealized loss of approximately $50,000, an entry price of $2,658.94, and a liquidation price of $2,549.76; HYPE long position of approximately $19.72 million, with an unrealized loss of approximately $330,000, an entry price of $93.25, and a liquidation price of $72.96; BTC long position of approximately $16.72 million, with an unrealized loss of approximately $20,000, an entry price of $83,693.60, and a liquidation price of $64,174.98.

Shielded Bitcoin proposes implementing highly private transactions at the Bitcoin base layer without requiring a soft fork or consensus changes. Transactions embed data through prefix data, while the Shielded Bitcoin indexer maintains balances. Nullifiers prevent double-spending, and zero-knowledge proofs ensure that funds originate from valid notes, with a structure that mirrors Bitcoin. Only one node and an indexer are needed to recover funds, with a privacy level close to that of Zcash’s shielded pool.

As the Mid-Autumn Festival and National Day holidays approach, demand for robots for cultural tourism performances and commercial activities has risen significantly. A store in Longgang, Shenzhen, is conducting final inspections of humanoid robots and quadruped robotic dogs awaiting shipment, with rental orders climbing noticeably since September. In the first half of the year, China’s humanoid robot shipments exceeded 40,000 units, accounting for 97% of the global market. Industry forecasts indicate that China’s robot rental market will exceed 10 billion yuan in 2026, up more than 900% from 2025.

Mars Finance reports that, according to Bloomberg, New York State announced a lawsuit against Polymarket.

Oracle issued a force majeure notice regarding Project Jupiter, a large data center project in New Mexico, intending to defer its payment obligations in the event of construction delays rather than withdraw as a tenant. The SPV financing structure is highly leveraged and involves Stack Infrastructure, a unit of Blue Owl Capital, as well as bonds, loans, and equity. Market confidence in the feasibility of going online in 2028 has plunged, sending the stock price lower and weighing on Blue Owl, Bloom Energy, and others. The project had already faced regulatory obstacles, and investors remain wary of whether it can be completed on schedule. Any delay could trigger a chain reaction.

Mars Finance reported that the Public Disclosure of Licensing Information for Major Changes at Non-Bank Payment Institutions (as of September 2026), released on September 24, showed that Shanghai Xingtong Payment Co., Ltd. was approved to merge with Dongfang Futong Payment Technology Co., Ltd. and increase its registered capital to 300 million yuan. Dongfang Futong Payment Technology Co., Ltd. will terminate its payment business and have its Payment Business License canceled. The disclosure was released on September 24. (Jiemian)

Mars Finance reports that the Fed’s Paulson said the September inflation report prompted a rate hike.

According to BIT data, at the opening of U.S. stock trading on September 24, semiconductor, memory, and optical communications stocks broadly declined, with Seagate, Western Digital, Micron, NVIDIA, INTC, and AMD among the decliners. Cryptocurrency-related stocks were mixed, with CRCL, BMNR, and SBET rising, while MSTR and COIN edged lower. Optical communications-related ETF FOTO, along with MRVL, COHR, CIEN, FN, LITE, and AXT, also fell.