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.

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Author: Bu Shuqing, Wallstreetcn

The AI investment narrative is quietly shifting gears—from the chip arms race to the “inference economy” and personal agents. Goldman Sachs believes the market has spent four years honing its edge and is now eager to look ahead.
In a recent episode of Goldman Sachs’ podcast *The Macro Call*, Ben Schneider, chief U.S. equity strategist, and Pete Callahan, an expert on the TMT sector, held an in-depth discussion on the evolution of AI trading structures, market breadth, key themes for the Q3 earnings season, and the market outlook for year-end.
During the program, both Goldman Sachs strategists pointed out that the resilience shown by the stock market amid elevated interest rates is primarily supported by the strong earnings of large technology companies. The AI theme itself is also undergoing a profound “narrative shift.”
AI Trading “Moves Up the Value Chain”: From Selling Shovels to Selling Water

Mars Finance reported on October 11, according to Axios, that Ukrainian President Volodymyr Zelenskyy said Trump’s announcement of a ceasefire was also a surprise to him. If Russia agrees to an energy ceasefire, Ukraine will agree. Earlier, Trump announced that Russia and Ukraine had reached an energy ceasefire.

Mars Finance News, October 11 — According to ABC News, Ukrainian President Volodymyr Zelenskyy said in response to U.S. President Donald Trump that if Russian President Vladimir Putin agrees to a 60-day ceasefire, he will organize elections in Ukraine.

Mars Finance reports that China and the United States will release their September CPI data next week, drawing significant market attention. Federal Reserve Chair Warsh will attend the IMF annual meeting in Bangkok and deliver a speech. In addition, JPMorgan Chase, Goldman Sachs, Citigroup, and several other companies will release their earnings reports, while TSMC will also announce its third-quarter financial results.

Mars Finance reports that on October 11, U.S. President Trump said: Effective immediately, the Russia-Ukraine war has reached an “energy ceasefire.” Both sides have agreed not to destroy energy infrastructure.

The Zcash Zakura team stated that transparent payments will introduce hash-based, quantum-resistant signature opcodes, combined with address rotation and private retrieval. WOTS signatures can reduce the risk of public key exposure. The Vizor wallet launched private queries this week, but the activation time has not yet been determined, and the solution covers transparent payments only. Drake warned that AI-driven breakthroughs could crack the relevant signatures within months, while Buterin believes there is a possibility they could be cracked within the next two years.

Mars Finance reports that on October 11, U.S. Treasury Secretary Bessent said: U.S. President Trump does not expect any military conflicts to occur before the midterm elections. Diesel transactions with Russia benefit Americans, and we will use all lawful authority to conduct diesel transactions with Russia.

Mars Finance reports that the International Monetary Fund (IMF) noted that tokenized U.S. equities support 24/7 trading and fractional share ownership, with more than half of trades occurring outside regular market hours and approximately 80% of trades involving less than 1 share. The IMF stated that overnight price movements contain valuable information, with more than 85% of price movements reflected in traditional stock prices within the first 5 minutes after the market opens. The IMF noted that the tokenized equity market remains small and fragmented. While it can improve settlement and automation processes, stronger legal, liquidity, and interoperability safeguards are needed.

Mars Finance News: On October 11, Yuexin Semiconductor announced that the company’s RMB-denominated ordinary shares will be listed on the ChiNext board of the Shenzhen Stock Exchange on October 13, 2026. The offering price is RMB 12.01 per share, and the total share capital after the offering will be 2.878 billion shares (before the exercise of the over-allotment option). The number of publicly offered shares is 513 million, all of which are new shares. (Company announcement)

Mars Finance reports that on October 11, Strategy founder Michael Saylor once again posted information related to the Bitcoin Tracker, stating, “There’s always room for more orange.” Based on previous patterns, the orange dot represents Strategy’s Bitcoin purchases, which may indicate that the company plans to increase its BTC holdings. Strategy typically discloses changes in its Bitcoin holdings the day after publishing related information.

Mars Finance reported that on October 11, Huang Chenhong, chairman of Super Intelligent Computing (Beijing) Electronic Manufacturing Co., Ltd. (Apex), and his delegation recently visited iSoftStone Huafang’s Tongzhou Intelligent Shared Factory, accompanied by Liu Tianwen, chairman and chief executive officer of iSoftStone, and others. The two sides will pursue comprehensive cooperation in AI infrastructure research and development, manufacturing, and supply chains. (Wide-Angle Observation)

Crypto trader Ansem summarizes his biggest lesson: catching rotations is only the first step; being able to take profits promptly and compound returns determines whether you actually make money. In 2017, he made substantial gains from altcoins, but most of it came from rotating between trades, and he gave back his profits. From 2020–2021, he improved significantly, identifying narratives early, rotating among tokens such as SOL, LUNA, and AVAX, and compounding the profits from each trade. Spotting opportunities early is just as important as knowing when to take profits.

CleanSpark’s September operations showed: 529 BTC mined and 702 BTC sold (700 through call option exercises and 2 through spot sales), 13,530 BTC held, 36 EH/s in hash rate, and 1.8 GW of contracted power. The treasury includes 3,475 BTC pledged as collateral or receivable. The company secured $2.276 billion in financing for the expansion of its Sandersville data center, with lease revenue of approximately $6.6 billion. The company will switch from monthly to quarterly disclosures while advancing construction and financing.

Mars Finance reported on October 11 that Guanghong Technology stated on an interactive platform that the SMT (surface-mount technology) process is an indispensable manufacturing process for installing optical engines in NPO technology. The company is a professional electronic manufacturing services (EMS) provider. It has been engaged in SMT business for more than 30 years and operates more than 150 SMT production lines. It is a leading global SMT service provider and fully capable of manufacturing computing servers and switch boards involving NPO technology. (Kegubao report)

According to disclosures by Specter, Ledger hardware wallets associated with CryptoBilis were compromised by an unauthorized implant. From the 9th to the 10th, the attackers deposited 2990ETH into TornadoCash, worth approximately $7.45 million. The funds were dispersed across 14 addresses, then bridged cross-chain to the ZEC network via NEARIntents for privacy processing. Some withdrawal addresses were the same as deposit addresses, or were initiated by associated wallets that “paid gas,” making it easier to trace the flow of funds.

On October 11, STRK rose 55%, briefly breaking above $0.12 and currently trading at around $0.11, leading altcoin gains. At Token2049, the StarkWare CEO emphasized the threats posed by quantum computing and accelerated AI, highlighting the need for post-quantum readiness and cryptographic agility. He also said that Starknet is considering moving away from Ethereum and becoming an independent L1 to accelerate its security migration, with the goal of achieving full quantum resistance by 2027. Technically, v0.14.4 went live on mainnet, expanding SNIP-36’s single-proof capacity to approximately 1.1 billion L2 gas, while the launch of strkBTC incentives strengthened the Bitcoin narrative.