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.

null
Author: imToken

Over the past few days, discussions about “AI potentially breaking cryptography” have stirred up a wave of panic in the crypto community.
It all started on October 7, when Justin Drake called on the entire blockchain industry on X to calmly begin planning for “Bunker Mode” to prepare for potential cryptographic risks in the future.
His main concern is that as AI’s capabilities in mathematical research continue to advance, the elliptic curve cryptography widely used by networks like Bitcoin and Ethereum could face new mathematical attack methods before quantum computers capable of actually breaking cryptography emerge.
In his worst-case scenario, such breakthroughs could be measured in “months, not years,” so he recommends that large holders and institutions be the first to consider orderly asset migration, as far as...

BitPinas said CoinDesk reported that Coins.ph faced license revocation over risks related to offshore betting transactions. Coins.ph responded that Betur’s VASP license and DCPay’s EMI license remain valid, and denied providing services to noncompliant offshore betting operators. The central bank’s restrictions apply only to fiat top-ups to DCPay via InstaPay/PESONet; other crypto transactions, withdrawals, and payments continue as normal. Coins.ph is cooperating with regulators and strengthening its internal controls. The central bank did not comment on specific regulatory matters.

Mars Finance reports that FTDA, the digital assets account of asset management firm Franklin Templeton, posted job openings on X for several roles related to digital assets and crypto, and said its DMs are open. The positions include Head of Digital Asset Product Strategy, Head of Capital Formation at Franklin Crypto, Head of Private Credit at Franklin Crypto, Digital Audience Engagement Program Manager, and Vice President of Crypto Market Business Development.

On October 17, Tesla unveiled its next-generation Roadster, demonstrating stunts such as upside-down driving and midair flips using SpaceX cold-gas thrusters and suction from underneath the vehicle. It can accelerate from 0 to 60 mph in under one second. OpenAI CEO Sam Altman congratulated Tesla on X; the two are seen as longtime rivals. Musk replied only, “Indeed,” in a restrained tone, without warmly addressing the dispute over refunds of deposits. Altman had previously sought a refund due to delays with his car order, and the underlying dispute remains unresolved.

Polygon Labs has completed its acquisition of Coinme and expects to become profitable in 2027, shifting from blockchain infrastructure to payment processing. Following the acquisition, Polygon can handle crypto, stablecoin, and fiat conversions using its own resources, control customer relationships, and collect fees. Rather than competing with blockchains, it is becoming a payments-focused company. This also marks an application of the Open Money Stack framework to the payments ecosystem. Polygon is entering the payments space dominated by Visa and Stripe, with early customers including Tazapay, Mesh, Toku, and Kira. Unified integration remains in technical preview.

The National Healthcare Security Administration’s 15th Five-Year Plan proposes including new technologies, drugs, and medical devices in commercial health insurance coverage. Beijing, Shanghai, and other locations have included medical exoskeleton rehabilitation training in pilot programs for medical insurance or long-term care insurance. The technology provides standardized, repetitive gait training to support hip, knee, and ankle function, trunk balance, and gait control, reducing reliance on human rehabilitation therapists. IDC forecasts that China’s rehabilitation exoskeleton robot market will reach approximately 1.42 billion yuan in 2025, with low cost and high practicality set to become key development priorities.

Mars Finance reports that Blue Origin aims to increase the launch cadence of its New Glenn heavy-lift rocket to several times a week before 2030, challenging SpaceX’s market position. The company has invested more than $3 billion in Florida and plans to invest an additional $330 million to expand its facilities.

According to an official report from UNCX Network, on October 14, an attacker exploited a public vesting operation in Smart Token Vesting V2, causing the pool balances and share records to become inconsistent and allowing excess tokens to be withdrawn. The incident affected Ethereum, BNB Chain, Base, Robinhood, and other networks, involving 10 tokens and 11 transactions, with an economic value of approximately $807,609. BNB Chain accounted for approximately $567,500. The calls involved did not use administrator privileges. A white hat has returned 82,143,476 X tokens and 23.8682 ETH, and there are currently no significant tokens pending disposition. UNCX is working with legal counsel to review the evidence and determine next steps.

Mars Finance reported on October 17 that the 140th Canton Fair’s in-person exhibition entered its third day, with a large number of innovative AI products making their debut. New technologies and applications are being rolled out faster, injecting fresh momentum into foreign trade growth. The fair is showcasing 235,000 AI products, and more than 20,000 exhibitors have adopted new technologies and business models, including industrial internet and artificial intelligence. On-site, booths featuring new AI products were packed with visitors and remained extremely popular. (CCTV News)

In an interview with The Rollup, Arthur Hayes said he was disappointed with altcoins’ performance in recent years, and that his fund had shifted to accumulating Bitcoin by trading altcoins. Key criteria for selecting coins: look for “busted charts” that are down 75–80%, which could potentially return 5x within a few months; avoid new token launches due to risks from high FDVs, low circulating supply, and unlocks; favor projects that have survived since DeFi Summer 2020 and demonstrate real usage; and use a barbell strategy, pairing hard money/scarce assets with onchain protocols that generate cash flow and have buyback plans, benefiting from the U.S. government’s gradual acceptance of crypto.

Mars Finance reports that, according to a post by CryptoQuant founder Ki Young Ju, the team behind TRUMP made $779 million to $1.16 billion in profits from token holders, while buyers lost 97%.

In an interview with The Rollup, Arthur Hayes said the so-called quantum threat to crypto is an exaggerated and manageable risk, and should not be a reason to panic or sell Bitcoin. Real protection comes down to wallet hygiene: avoid reusing addresses and use newer signature types, among other measures. The risk is concentrated among users with poor address management; quantum computing is not currently a catalyst for selling Bitcoin.

According to Hong Kong media reports, BBB Group claimed to invest in Malaysia’s agarwood industry and trade in over-the-counter stocks and digital assets, but is suspected of being a scam. It said it would convert the over-the-counter stocks into cryptocurrency before February 2027. Police have received 21 reports involving approximately HK$14 million and are investigating the case as conspiracy to defraud. Four people have been arrested. The Securities and Futures Commission has listed the related agarwood investment project as suspicious.

Frost & Sullivan released its 2026 Global Humanoid Robot Market Report: Global sales reached 36,000 units in the first half of the year, with market revenue of $540 million. Chinese companies took all five spots among the top companies by revenue, including two from Shenzhen. Shenzhen’s “Robotics Valley” in Nanshan is home to more than 200 companies and has built a complete industrial chain, from algorithms to core components. A senior U.S. delegation visited Robotics Valley in Nanshan, Shenzhen. In the first eight months of the year, Shenzhen’s robot exports reached RMB 11.13 billion, up 12.2 times year over year, and were shipped to more than 120 countries and regions.

Mars Finance reports that Ukrainian President Volodymyr Zelensky said the leaders of Ukraine, the United States, and Russia may meet during the G20 summit in the United States, or in a Middle Eastern country. The G20 summit is scheduled for December, but Russia and the United States have not yet confirmed their attendance.

At the 2026 Kaiyun Aerospace AOE Conference, the OpenSpace open-source space ecosystem was officially launched. Co-initiated by Jiufang and other organizations, it announced an open-source computing constellation plan that integrates general-purpose computing, AI computing, supercomputing, edge computing, and quantum computing to build “space servers” in orbit. The first phase will launch 2,600 satellites (1,000 for general-purpose computing, 1,000 for AI computing/supercomputing, 500 for edge computing, and 100 for quantum computing).

Mars Finance reports that Bloomberg senior commodity strategist Mike McGlone wrote yesterday that if U.S. stocks pull back 20%, Bitcoin could be headed for support at $10,000. McGlone noted that since 2009, BTC, the first cryptocurrency, has led the rally in risk assets. But Bitcoin’s peak above $100,000 in 2025, gold’s rise above $5,000 in the first quarter, and most central banks shifting to a cautious stance amid surging government bond yields may signal the endgame. Crypto analyst Darkfost countered that even a 20% pullback in U.S. stocks has never historically corresponded to a roughly 92% drop in BTC from its peak; he therefore considers this price target “highly unlikely.”

The Arbitrum Foundation launched its Stablecoin Growth Program on October 15, with a 2 million ARB reward pool for protocols that have USDG balances of at least $1 million and use USDG as their primary stablecoin. The top 10 protocols can receive up to 200,000 ARB if their average USDG balance reaches $10 million within 30 days. The program runs through 2027-12-31, with one claim per recipient. KYC/AML is required, and the final terms may include exclusivity.