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.

Analyst Willy Woo said on X that after the CLARITY Act vote failed, CVD showed U.S. investors selling Coinbase (approximately -6,659 BTC), while offshore markets were still accumulating (Binance approximately -5,841 BTC), a bullish divergence. BTC fell from a high of $80,560 to $74,968. As of press time, the CVDs for Bybit, OKX, and Bitstamp were approximately -582, -1,135, and -764 BTC, respectively.

Jensen Huang said at a Salesforce event that the AI industry does not need new laws or regulations, and that safety and speed are not a false dichotomy. Companies can iterate rapidly while ensuring product safety, improving security through engineering measures such as not releasing harmful features and hitting the pause button when risks arise, without the need for additional legislative intervention under the existing framework.

According to SoSoValue data, on September 15 Eastern Time, the SOL spot ETF recorded a single-day net inflow of $1.3463 million, all from the Bitwise Solana Staking ETF (BSOL), bringing its historical total net inflow to $1.039 billion. As of press time, the SOL spot ETF had total net assets of $1.381 billion, a net asset ratio of 2.41%, and cumulative historical net inflows of $1.369 billion.

Bank for International Settlements Working Paper No. 1377 points out that estimates of the value of on-chain transfers such as Bitcoin transactions can differ by as much as 6x due to differences in measurement methodology, with whether change outputs are included being the main factor. The conventional market capitalization measure once reached four times realized capitalization. A study based on approximately 100 billion on-chain records from Bitcoin, Ethereum, and Tron found that Ethereum had around 67.5 million active contracts, of which approximately 54 million were difficult to classify; USDT on Ethereum is used mainly for DeFi, while on Tron it is more geared toward payments and store-of-value purposes. The researchers said that on-chain metrics contain noise and should be viewed as approximations rather than direct measures of economic activity.

On September 15, SoSoValue data showed that the HYPE spot ETF recorded a daily net outflow of $3.8884 million, with BHYP being the only fund to see an outflow, accounting for the entire daily net outflow. Historical cumulative net inflows had reached $142 million. As of press time, the HYPE spot ETF had total net assets of $408 million, a net asset ratio of 2.37%, and historical cumulative net inflows of $326 million.

According to Bloomberg, Zuckerberg said AI should have independent evaluation bodies and advisers to ensure safety. Meta also postponed Muse’s release by several months to strengthen safeguards, without calling on others to pause, contrasting with Anthropic’s call to slow the development of the most advanced systems. Jensen Huang said safety is an engineering issue and releases can be paused if necessary; safety and rapid development are not contradictory, and no additional AI regulations are needed. OpenAI’s Altman said the industry is capable of advancing AI while avoiding major harm.

PANews reported on September 16 that, according to OpenRouter, users’ spending on OpenAI models on OpenRouter exceeded their spending on Anthropic models for the first time in more than 2.5 years last week. Multiple developers and industry participants pointed out that this shift in “wallet share” may be related to OpenAI’s price cuts for new endpoints, adjustments to the default model configuration in routing, and cost differences arising from different task types and context lengths.

According to Semafor, the U.S. Senate rejected the crypto industry’s most important long-term regulatory bill, marking the collapse of the policy window. Three Republican lawmakers voted against it, while all Democrats opposed it over concerns that the bill was insufficient to constrain Trump. Analysts said the likelihood of permanent regulatory reform being advanced again during Trump’s term is low, while some said the industry’s massive lobbying funds would be better spent curing cancer.

PANews, September 16 — According to MTS, rumors suggest that several leading AI labs have used models to produce solutions to multiple major, long-standing unsolved mathematical problems. However, following the controversy sparked by previous Navier-Stokes-related results, these institutions have chosen not to release the findings publicly for the time being.

According to Ember, trader machibigbrother used high leverage to go long on ETH in August, rolling approximately $150k in principal into about $12.3 million as ETH rose from $1,900 to $2,500. Since September, ETH has fluctuated between $2,400 and $2,600, with the highly leveraged long positions frequently triggering stop-losses, causing the account’s net value to fall from approximately $12.3 million to about $1 million. If ETH drops another several dozen to $100, the remaining positions could be liquidated.

Aave Labs submitted an ARFC on September 14 proposing the deployment of isolated Hubs and Spokes in V4, using institutionally custodied assets as collateral for borrowing stablecoins. The first case would involve Anchorage-custodied BTC, with the underlying collateral held by Anchorage throughout its lifecycle. The collateral ratio, penalties, caps, interest rates, oracle, and other parameters would be determined by DAO risk service providers in a subsequent AIP. The proposal must go through a three-step process: ARFC feedback solicitation, a Snapshot vote, and an AIP.

The U.S. Senate failed to advance the CLARITY Act, and the bill is temporarily stalled. Coinbase CEO Brian Armstrong said there is still room for bipartisan negotiations, but the industry cannot continue waiting for Congress to act; the SEC and CFTC can establish clear rules under their existing authority and are expected to begin setting crypto regulatory standards. The GENIUS stablecoin regulatory bill is more lenient on reward mechanisms, so concessions made in the CLARITY negotiations may no longer need to be maintained. As regulation gradually becomes clearer, crypto technology will drive the upgrade of the financial system.

PANews, September 16 — According to Onchain Lens, an address on Hyperliquid fully closed its BTC and ETH short positions two hours ago after holding them for approximately four days, realizing total profits of around $1.2 million, including approximately $443.2k from the BTC short and $752.9k from the ETH short. The address has currently completed 39 closing trades, with cumulative realized profits of approximately $4.5 million and a win rate of around 79.5%.

作者：@100y_eth，FourPillars
编译：Saoirse，Foresight News
加密理想主义的多数实验，已然走向落幕
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这些概念早已不止是技术术语。它们吸引了大批怀揣理想的从业者涌入区块链行业，大家相信能够构建出一个更加开放、自由、公平的数字世界。
每个人对于未来的设想各有不同，但行业内存在一个共识：区块链有能力重塑既有的秩序。无数从业者投身于此，将理想付诸实践，催生了大量实验、协议与服务，生态边界持续向外拓展：
D

PANews, September 16 — OpenAI announced that it will remove the GPT-5.5 model from ChatGPT, ChatGPT Work, and Codex on October 14. The company recommends that developers and teams still using GPT-5.5 in Codex migrate to GPT-5.6 Sol or GPT-6 as soon as possible.

According to The Block, the CLARITY Act failed to reach the 60-vote threshold. Warren still wants to advance crypto regulatory legislation but will not accept the current version, demanding provisions covering crypto investment rules for public officials, national security, and consumer protection. If the Democrats regain control of the Senate in the November midterm elections, she will become chair of the Banking Committee and lead bipartisan and industry consultations on the legislation; Kalshi gives this a 52% probability.

After Boltz shut down due to ongoing attacks, AQUA launched Indra, a Lightning-Liquid swap system designed specifically for AQUA, and opened it for public testing. Indra replicates the Boltz API signature and initially supports paying Lightning invoices from L-BTC, with reverse swaps to be added in the future. The team plans to integrate multiple swap providers, including Blockstream Swaps, to improve redundancy and reliability, ensuring users can use Lightning non-custodially within AQUA without running their own node or managing channels.

Hyperliquid Policy Center’s first CEO, Jake Chervinsky, said the U.S. Senate did not pass the Clarity Act, but 18 months of research and negotiations made no compromises on principles—better no bill than a bad bill. Elections make it difficult to reach a good deal, but the absence of a bill is still workable; the SEC and CFTC have regulatory authority and expertise. Regulatory discussions are only just beginning, and there is still room for the policy outlook.

PANews September 16 news: Japan's 10-year government bond yield rose to 3.035%; the 20-year government bond yield rose 4.0 basis points to 3.925%; the 30-year government bond yield rose 4.0 basis points to 4.190%.