PANews

PANews September 3 news: According to on-chain analyst Ai Yi’s monitoring, Binance futures live-trading smart money “Semisemi” earned over $10.78 million in the past 30 days, including $8.06 million from BTC long positions and $3.91 million from ETH long positions. It currently still holds $95.59 million worth of BTC and ETH long positions, with an unrealized loss of $1.885 million.

PANews reported on September 18, citing Bloomberg, that SoftBank Group has increased the size of its margin loan collateralized by Arm Holdings shares from $20 billion to $25 billion. People familiar with the matter said SoftBank renegotiated and signed new agreements with multiple creditors this month to raise more funds for expanded artificial intelligence-related investments without reducing its Arm stake.

PANews reported on September 18 that, according to “Ai Yi,” the address 0xa03…17687 bought a total of 1 million UNI in batches between September 2025 and February 2026, with an entry cost of approximately $5.59 per token. The purchase price for individual transactions ranged from $9.23 down to $3.19. Over the past 4 hours, the address sold 500,000 UNI for a total profit of approximately $1.502 million, while still retaining roughly 50% of its UNI position.

作者：NDV Research Watch｜Jason
Tiger Brokers’ “Little Tiger Interviews” host Manlin spoke with Jason Huang, founding partner of NDV. The discussion covered his investment experience and changes in methodology, extending to digital assets, global macroeconomics, AI research tools, and his personal reflections on managing capital. The following is organized by topic, with the views and cases compiled from the interviewee’s own account.
This interview discussed how Jason formed investment judgments and how he changed them when new evidence emerged. Running through GBTC, agricultural products, MSTR, and AI were his repeated questions about three issues: whether there was support behind the price, whether he understood it deeply enough, and whether he could bear waiting for his judgment to play out.
一、From Bitcoin to Global Macroeconomics
Jason initially worked in primary-market investing, later managed family office capital, and in 2023 became

PANews September 18 news, OKX market data shows that BTC has just broken above $78,000, currently trading at $78,008.90 per coin, up 1.60% today.

PANews, September 18: OKX market data shows that ETH has just broken above $2,500, currently trading at $2,500.39 per coin, up 1.22% on the day.

PANews, September 18 — After the quarterly 0925 contracts expire and settle at 08:00 (UTC) on 2026-09-25, Binance Futures will launch USDⓈ-M and COIN-M quarterly 0326 delivery contracts. The USDⓈ-M section includes BTCUSDT and ETHUSDT contracts, with maximum leverage of 50x and USDT as the settlement asset; the COIN-M section includes BTCUSD, ETHUSD, BNBUSD, XRPUSD, and SOLUSD contracts, with maximum leverage of 50x for BTC and some contracts and 20x for ETH and others, with the corresponding currencies as settlement assets. All contracts trade 7×24 hours; during the 10 minutes before delivery, users may only close positions or place “reduce-only” orders and cannot open new positions.

Kraken announced that starting September 15, it will forcibly liquidate XMR, ZEC, DASH, USDD, DAI, USDS, USDE, and other assets held by users in the UAE. The liquidation window will run through September 25, and related withdrawals have been suspended. Trading and deposits were closed on June 16, with no recourse available. Kraken said the delisting was part of a routine asset review, did not mention regulatory requirements, and could not determine the currency in which the liquidation proceeds would be denominated before execution.

The Hong Kong Monetary Authority plans to launch a wholesale central bank digital currency (wCBDC) for interbank settlement within the year, enabling 24-hour tokenized deposit transactions as part of Project EnsembleTX. Although it entered a live transaction pilot by the end of 2025, cross-bank settlement still operates through RTGS during working hours. The wCBDC aims to break these time restrictions and will be used to settle over-the-counter derivatives on the Hong Kong Stock Exchange outside trading hours, with related fund transactions going live this year.

Partior announced its integration with the London Stock Exchange Group’s digital settlement house DISH, enabling settlement banks to aggregate and settle bilateral balances around the clock. The participating banks currently include DBS, Deutsche Bank, JPMorgan, and Standard Chartered, covering USD, EUR, and SGD. The solution is being tested and is expected to launch in the first quarter of 2027, after which cross-border clearing outside business hours will no longer require prefunding.

On September 18, Solana will reduce its target block time from 300 milliseconds to 250 milliseconds, increasing speed by approximately 17%, as specified by SIMD-0525. Since the slot calculation and data volume will be reduced proportionally, the network’s upper limit per unit of time will remain largely unchanged. The number of consecutive slots assigned to a block producer will be reduced to 4, and the duration of a single epoch will be shortened from approximately 36 hours to approximately 30 hours. It may be reduced to 200 milliseconds in the future, but the mainnet schedule has not yet been determined.

Upbit announced that it will halt ICX/KRW trading at 15:00 KST on October 19, 2026. Unfilled orders will be canceled before November 18, and withdrawals will be supported through November 18. As ICX has been designated as an investment-warning asset and the risk has not been resolved, trading will be terminated. The ICON network suffered a replay attack on August 27, in which two signed withdrawal messages were reused 1,492 times, releasing 119.9 million ICX and 531,600 bnUSD, and the network was halted for approximately 25 hours. Following the announcement, Upbit will no longer support ICX airdrops, wallet upgrades, migrations, or hard forks.

PANews reported on September 18 that WikiLeaks founder Julian Assange posted on X saying, “I’m back,” and quoted a post from the official WikiLeaks account saying, “He’s back,” along with a recent photo of him. As of now, the post has received more than 31 million views, approximately 366k likes, and 62k reposts.

本期看点
本期周刊统计周期覆盖2026年9月11日- 2026年9月18日。
本周RWA赛道小幅回落至 $38.53 billion，环比微降 0.75%，但资产持有者总数继续高增到 4.436 million，环比增长 85.84%，用户端扩张势头不减；稳定币市场整体保持稳健，总市值达 $303.35 billion，月度转账量、月活地址与持有人同步回暖，链上资金流转活跃度维持高位。
监管层面迎来里程碑事件，美 SEC 批准代币化 NMS 股票的有条件创新豁免，允许合规链上场所有限度开展美股代币化交易，为后续长期规则制定积累市场数据；香港施政报告明确推动黄金等 RWA 于持牌平台交易，年底将开展外汇基金票据代币。

PANews September 18 news, Citi: Expects the Bank of Japan to raise interest rates by 25 basis points in December 2026, March 2027, and July 2027 (previously forecast for January, June, and December 2027).

Zcash privacy is not the ultimate goal, but it helps create a superior monetary asset. The transaction history of internet money may reduce fungibility, while privacy provides a store of value and fungibility, preventing funds from carrying historical baggage. Mert Mumtaz said Zcash globalizes the benefits of banking secrecy, allowing users to gain capabilities once available only to a select few with nothing more than an internet connection and a key pair. Even without a need for privacy, privacy mechanisms are the foundation of a superior monetary asset, which must also be combined with quantum resistance and performance upgrades.

PANews, September 18 — According to Arkham monitoring, 21Shares bought $2.4 million worth of HYPE yesterday, marking the first inflow in the past 20 days; Bitwise bought $1.9 million worth of HYPE on the same day. HYPE has risen 11% over the past 24 hours and is currently trading at $86.67, not far from its all-time high of $89.60.

PANews September 18 news, Japan's Finance Minister Satsuki Katayama: U.S. Treasury Secretary Scott Bessent speaks highly of “Takaichi economics.”

According to PANews, Binance Futures will launch several USDT-margined perpetual contracts, including PATHUSDT (UiPath), AMCUSDT (AMC Entertainment), CYPHUSDT (Cypherpunk Technologies), ANETUSDT (Arista Networks), HUTUSDT (Hut 8), APLDUSDT (Applied Digital), and AGPUUSDT (Axe Compute), with leverage of up to 20x.

Alibaba’s Tongyi Qianwen has released Qwen3.8-Omni-Flash, its first omni-modal model built around agent capabilities. It integrates audio and video understanding, reasoning, and tool calling into an end-to-end workflow spanning understanding, planning, calling, and delivery. It supports a 1 million-token context and can locate key segments in long videos. OmniVideoBench shows that its agent perception mode uses 51.8% fewer tokens than static understanding, while video input costs are approximately 89% lower than with Qwen3.5-Omni-Plus. According to Alibaba, its audio and video capabilities are close to those of Gemini 3.8 Flash, with related tests improving by 19.5 points. In addition, Qwen-MM-Plugins has been open-sourced, and Qwen-Live Harness will be released.

Hyperliquid announced the launch of manual borrowing: users can borrow USDC/USDT with HYPE as collateral at an LTV of 65% and liquidation at 82.5%; with BTC as collateral, the LTV is 50% and liquidation is at 75%. Collateral does not earn interest, while deposited USDC/USDT earns interest but does not increase borrowing capacity. Interest rates fluctuate hourly based on fund utilization, with account-level and global caps. The feature is available to manual and unified accounts, while portfolio margin accounts use automatic borrowing; both share the HyperCore infrastructure, with the total amount lent out reaching $269 million that day.