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.

In September, the Fed raised rates by 25 bp to 3.75–4.00%. One week later, the 2y–10y spread narrowed to approximately 17 bp, nearing inversion. The market is divided on the trend: Will the short end continue catching up with policy, or is the bond market pricing in a strong economy? The 3m–10y spread is approximately 93 bp and has not yet inverted. Bank stocks have pulled back, while broad equity markets have not yet confirmed recession pricing. Going forward, attention will focus on growth data and inflation pricing, as well as the curve’s impact on highly valued technology stocks and banks.

Nvidia announced an additional $150 billion increase in its stock repurchase authorization, bringing the total to as much as $235 billion through 2028 and setting a new record for U.S. corporate buybacks. Jensen Huang said he remains highly confident in the long-term opportunities presented by AI, while strong cash flow supports returning value to shareholders as the company drives technological transformation. AI infrastructure demand remains robust, with global investment expected to exceed $1 trillion. The company’s future profits and free cash flow are also viewed favorably; although the stock’s gains have slowed, its fundamentals continue to improve.

Mars Finance reports that on September 28, according to market data, spot gold’s intraday decline widened to 4%, currently quoted at $4,113.68 per ounce. The U.S. 10-year Treasury yield rose 10 basis points intraday to 5.27%.

Mars Finance reports that SpaceX (SPCX.O) has established connections with all 26 V3 satellites.

Mars Finance reports that on September 28, according to on-chain data, the whale Lee Goon Wang just sold 15,000 ZEC on Hyperliquid via a limit sell order, worth approximately $23 million. The sell order was placed at a price about $30 below the market price at the time, a decline of approximately 2%.

Mars Finance reported on September 28 that the supply of Ripple’s stablecoin RLUSD recently reached a new high, with its market capitalization reaching approximately $2.491 billion, an increase of more than 86% from $1.336 billion at the beginning of 2026. It is currently only approximately $248 million below the market capitalization of PayPal’s PYUSD, which stands at approximately $2.739 billion.
Data shows that RLUSD’s supply increased by approximately $112 million over the past week, while PYUSD’s decreased by approximately $61 million. PYUSD’s supply was approximately $3.531 billion at the beginning of this year and reached a peak of $4.214 billion on March 5. It has now declined by approximately 35% from its peak.
In terms of issuing networks, from September 21 to 28, RLUSD supply on the XRP Ledger reached

ENS Labs and the Global Legal Entity Identifier Foundation (GLEIF) are exploring linking ENS domains with verifiable Legal Entity Identifiers (vLEIs) on-chain to establish verifiable, persistent identities. The collaboration aims to connect on-chain names with regulated legal entity credentials, while the specific product format and launch timeline have not yet been disclosed.

Mars Finance reports that, according to The Block, the UK Financial Conduct Authority (FCA) obtained a court order requiring two individuals involved in a fake crypto investment scam to jointly repay £851,402, with plans to return the funds to the victims. At least 65 investors collectively lost £1.54 million, and the amount recovered represents approximately half of those losses.

ESMA has published its 2027 work program, focusing on the supervision of CASPs across operational resilience, outsourcing risks, liquidity, reverse solicitation, and asset classification, while shifting MiCA’s emphasis toward supervisory convergence. The plan will standardize the reports CASPs submit to national authorities, introduce common risk indicators and supervisory dashboards, and advance the MIDAS centralized monitoring system to detect market abuse under the MiCA framework, with the first phase expected to be fully operational in 2027. Following approval by the Council, analytical capabilities will be added to MIDAS and its data types expanded in the fourth quarter, while supervisory experience will be incorporated into the MiCA review to be completed by June 2027.

Mars Finance reports that most U.S. semiconductor stocks fell, with the Philadelphia Semiconductor Index down 1.5%. Among its components, ARM fell more than 8%, Qualcomm dropped more than 7%, Intel declined more than 4%, Marvell Technology and AMD fell more than 3%, and Micron Technology dropped more than 2%. Nvidia rose more than 3% against the trend. (Cailian Press)

According to Bloomberg, U.S. stocks are moving toward round-the-clock, 24/7 trading, which will test existing trading infrastructure and mechanisms. NYSE is developing a blockchain-based digital securities platform to support 24/7 trading, fractionalization, and instant settlement of tokenized U.S. stocks and ETFs. It has also signed a memorandum of understanding with Blockchain.com to provide its users with 24/7 access, pending regulatory approval. Expanding to round-the-clock operations will create new challenges in liquidity, price discovery, market surveillance, clearing and settlement, and investor protection.

Qingyi Optoelectronics announced that it has signed a confidentiality agreement with a customer for its 55nm PSM product, confirmed the specifications, and received a purchase order. The product has been delivered and entered the production-line qualification stage. It is used for critical lithography layers for high-precision patterns, covering logic, memory, and some advanced processes. If qualification proceeds smoothly and mass production supply is achieved, it will improve the company’s high-end mask portfolio and enhance profitability. However, the qualification timeline and results remain uncertain, and the timing of mass production has not yet been determined.

Circle and Volante Technologies are collaborating to integrate USDC-related workflows into Volante’s existing payments platform, enabling financial institutions to incorporate stablecoin payments and settlement alongside their existing systems without building a digital asset stack. Volante’s customers include four of the world’s top five corporate banks and seven of the top ten U.S. banks, giving institutions the ability to evaluate processes such as USDC minting, redemption, wallet registration, funding, and wallet-to-wallet payments.

AMC CEO Adam Aron called out Robinhood on X, saying it had previously supported the SEC’s position on the tokenization of U.S. stocks. He argued that tokenized stocks should carry voting rights and that companies should be able to opt out. He also warned that Robinhood would appear hypocritical if its overseas operations did not follow the same principles, and urged it not to openly defy the SEC.

According to Reuters, if Democrats gain control of either chamber of Congress after the November midterm elections, they could investigate business transactions involving Donald Trump and his family, focusing on cryptocurrency, prediction markets, investment businesses, and funding for White House projects. Control of either chamber would increase investigative resources and subpoena power, with some investigations expected to begin as early as February next year. Targets could include related companies such as 1789 Capital, in which Donald Trump Jr. is involved, as well as the family’s crypto businesses; no final list has been determined. Republican Senator John Curtis has also called for oversight of their business relationships.

Mars Finance reports that Capital Economics believes the sell-off in U.S. Treasuries is mainly due to changing market expectations for interest rates. Economist James Reilly noted that the 10-year U.S. Treasury yield is near its 2007 high, reflecting rising oil prices and a strong U.S. economy rather than being driven by AI-related bond issuance or fiscal concerns. Reilly expects the 10-year U.S. Treasury yield to fall to 4.25% by the end of 2027.

Mars Finance reports that SpaceX said Starship is returning to Earth from space.

BNB Chain announced the appointment of Thomas Chen as Chief Business Officer, aiming to increase institutional and capital participation in on-chain markets. Thomas has 15 years of experience in finance and digital assets, including more than 7 years building digital asset infrastructure teams. His expertise covers capital markets, custody, trading, and business growth. In his new role, he will drive institutions and capital on-chain, deepen liquidity, increase trading volume, and strengthen the ecosystem’s long-term value.

On September 28, BIT market data showed that Nvidia rose as much as approximately 3.6% intraday, marking its largest single-day gain since September 2. Its portfolio covers 13 publicly listed companies and 229 private companies, and the value of its contract with Anthropic has exceeded $180 billion. The company announced that it would increase its stock buyback authorization by $150 billion, raising the committed amount from $119 billion in the previous quarter to $279 billion.