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.

UBS forecasts that AI capital expenditure will approach $1 trillion in 2026 and rise to approximately $1.4 trillion in 2027, mainly due to a sharp increase in memory costs. Memory spending will rise from $71 billion in 2025 to $367 billion in 2026 and $923 billion in 2027, while other costs will be $631 billion and $525 billion, respectively. By 2027, the increase in memory spending will account for approximately 60% of the total increase and may exceed the overall increase in AI spending.

The author analyzes Arthur Hayes’s moves in Ethena and ENA’s new governance economics. Hayes bought 25.33 million ENA at approximately $0.09, with an unrealized profit of about $3.28 million; his subsequent public bullish stance was seen as a sell signal. The Ethena Foundation is buying out early locked positions over the counter, and any shares not bought out by October 5 will be released, creating short-term selling pressure. Another 95% of net revenue is used to buy back ENA, with cash flow driving its valuation; if the underlying funding rate turns bearish, buybacks will weaken. Investors are advised to follow cautiously and watch the early-October unlock and price movements.

PANews reported on September 20 that, according to monitoring by Ai Yi, GSTOCK surged more than 170% intraday. The address 0x68f…bac8a chased the rally and added to its position, spending a cumulative $261k. The address first bought two days ago, then added again during a rapid 20-minute surge. It has now accumulated 12.31 million $GSTOCK at an average entry price of $0.02117, with unrealized gains of $51k, making it one of the token’s top four holders.

Peter Schiff said he was puzzled that Bitcoin surged after the SEC announced tokenized stocks, calling it bearish for Bitcoin because Bitcoin must compete with tokenized securities. Compared with asset-backed tokens, tokenized assets backed by profitable, dividend-paying companies are a more reliable store of value, while tokenized stocks offer the convenience of Bitcoin without the risk of a decentralized Ponzi collapse.

Turkish police, in cooperation with multiple agencies, dismantled a cross-border investment scam network operated by Israeli citizens, involving more than $3 billion. The operation resulted in 191 arrests involving 239 suspects. The network used companies in Turkey posing as service, consulting, and tourism centers to lure victims through social media advertisements into investing in foreign exchange and cryptocurrencies, starting with small investments before inducing them to add more funds, and demanding additional payments upon withdrawal under the pretext of “account freezing.” A total of 44 premises and 286 addresses were sealed, while vehicles, real estate, bank accounts, and crypto assets valued at approximately 150 million Turkish liras were seized.

作者 | Cathy, Plain Language Blockchain
The bill failed, interest rates rose, yet Bitcoin gained 6%. This was the crypto market over the past week.
On September 15, the CLARITY Act, which the crypto industry had lobbied for more than a year, was defeated in the Senate, with 49 votes in favor and 50 against—11 short of the 60 votes required to advance it. Coinbase and Circle fell by about 10% that day, while Bitcoin briefly dropped below $75,000 from nearly $80,000.
The next day, the Federal Reserve unanimously passed a 25-basis-point rate hike with all 12 votes, raising the federal funds rate to 3.75%–4%, the first such hike since July 2023.
On the third day, the SEC issued a five-year “innovation exemption” order allowing tokenized U.S. stocks to trade through liquidity pools on public blockchains. On September 18, Bitcoin from

At the 2026 World Manufacturing Congress, ChangXin Memory Technologies announced mass production of its fifth-generation technology platform, featuring an 11.95-nanometer half-pitch in the active areas of its memory arrays, a memory capacitor aspect ratio of 45:1, and a core kinetic-energy region height of 6,762 nanometers. Memory density has increased significantly, while wafer output has risen by more than 50% compared with the previous generation. The 24GB LPDDR5X based on this platform has officially entered mass production and is now widely used in China’s mainstream flagship smartphones.

PANews September 20 news, in response to Paradigm CTO Georgios Konstantopoulos’s claim that “from now on, privacy will completely disappear,” Vitalik responded, “It only disappears when you give up. I will not give up privacy. I will defend it twice as hard.”

According to the Daily Mail, Reform UK senior aide Arron Banks said that if the Labour government bans foreign donations, Reform UK will circumvent the restrictions by establishing a crypto industry trade union. Labour had previously pledged to introduce a residency requirement to retrospectively invalidate the £72 million in cryptocurrency donations received by Reform UK from Ben Delo and Christopher Harborne. Banks said Reform UK plans to establish the ACCAW (Allied Computer & Crypto Workers Union), representing workers in the IT, AI, and crypto industries and able to receive funds compliantly. The alternative would be to launch a campaign encouraging large numbers of Reform UK supporters to join existing trade unions and achieve a reverse takeover.

Paraguay dismantled two illegal Bitcoin mining farms in Alto Paraná Department and seized 35 mining rigs; an illegally connected mining farm was found in the Minga Guazú district, fined approximately 1.76 billion guaraníes (about $30k), and 10 mining rigs were impounded; on September 12, police seized 25 mining rigs in the Remansito community over noise complaints. The operation was jointly carried out by ANDE, the police, and the prosecutor’s office. The Chamber of Deputies requested that ANDE submit a report within 15 working days on mining farms’ electricity consumption, electricity prices, and regulatory status to assess their impact on the power grid and economy.

Goldman Sachs maintains its $5,400 target for gold by the end of 2027, believing that rate hikes will exert short-term pressure but not alter the long-term bull market. Average central bank gold purchases of 60 tons per month in 2026–2027 will be the core driver, with fair value reaching $4,650 per ounce. Elevated call option levels could amplify the rally; extremely hawkish stances or event risks around the U.S. midterm elections could trigger short-term volatility, potentially causing a pullback to around $4,070 before another rebound.

PANews, September 20 — According to The Wall Street Journal, prediction market platform Polymarket mishandled fraud involving stolen debit cards as its U.S. business rapidly expanded. In February this year, the company processing debit card transactions for Polymarket’s U.S. platform discovered that a large number of fraudsters had linked stolen debit cards to their accounts, attempting to place bets and withdraw funds to accounts they controlled, involving at least $10 million. At the peak, more than 80% of deposits were deemed fraudulent, far above the industry standard of approximately 1%.

PANews, September 20 — OKX market data shows that ETH has just fallen below $2,600, currently trading at $2,598.64 per coin, down 1.61% on the day.

撰文：小饼
Written by: Xiaobing
ZAMA rose approximately 42% over the past 24 hours to $0.085, reaching a new all-time high. Its market cap surpassed $210 million, with 24-hour trading volume at $112 million.
The catalyst was the combination of two product developments: On September 15, Zama expanded Morpho’s Confidential Vaults on Ethereum from 5 to 21. On September 17, Zama partnered with Merkl to launch “Confidential Incentives,” enabling cTokens (confidential tokens) to seamlessly integrate with Merkl’s DeFi incentives infrastructure. On the same day, Zama Swap

Today’s highlights show that the top 10 trading volumes on BNB Chain, Robinhood Chain, Solana, and ARC Chain fall into different scales. BNB Chain leads with CNPY at approximately $94.94M, Robinhood Chain with PONS at approximately $64.62M, Solana with ZEC at approximately $50.35M, and ARC with cirBTC at approximately $4.82M. Hot topics on the chains also include stock tokenization, AI narratives, staking, and launches such as Tigrino Virus and Reflex. Memes are highly volatile and hot topics shift quickly; please DYOR and manage risks.

PANews, September 20 — According to Cointelegraph, over the past 30 days, Uniswap has led the tokenized stock DeFi sector in terms of TVL growth, with its V4 and V3 versions adding a combined $82.8 million.

PANews September 20 news: According to Lookonchain monitoring, Arthur Hayes is bullish on ENA reaching $0.5. One month ago, Arthur Hayes bought 25.33 million ENA at an average price of $0.09, with a total value of approximately $5.53 million. The unrealized profit on this holding has now reached $3.28 million, with a return of approximately 146%.

Qianjue Robotics completes strategic financing totaling hundreds of millions of yuan
Shanghai-based embodied tactile company Qianjue Robotics announced the completion of two consecutive rounds of strategic financing totaling hundreds of millions of yuan. Previously, Qianjue Robotics announced the completion of a financing round worth hundreds of millions of yuan, with investors including embodied intelligence industry players, Tianji Capital, and Jide Electric Appliances. Qianjue’s current shareholders include financial investment institutions such as Hillhouse Venture Capital, GGV Capital, and Futeng Capital, as well as industry players in the embodied intelligence and industrial sectors, including Li Auto, Zhiyuan Robotics, and Jide Electric Appliances. The funds from this round will primarily be used for product upgrades, business expansion, and industrialization, accelerating the iteration and large-scale delivery of high-precision vision-tactile sensors, improving the collection of real-world interaction data, tactile simulation, and dataset development, and continuing to advance the research and development of tactile embodied models and tactile world models.
MultiversX: Potential issue detected on the mainnet, investigation underway
MultiversX posted on X saying that the team is investigating an issue on Multivers

PANews, September 20 — Cross-chain asset protocol Universal announced that it will gradually shut down because user adoption over the past two years has not reached a level sustainable over the long term. It will remain operational for 60 days, from now until November 17, with existing infrastructure and underlying assets protected. During the shutdown period, users can sell uAssets through the app or exchange them for underlying assets via the minting and redemption interface; users seeking to redeem large amounts should contact the team. After November 17, the protocol will officially shut down, and remaining uAssets will be redeemed through smart contracts; uSOL, uXRP, uDOGE, uADA, uBTC, and uLTC on Base will be converted into their corresponding bridged assets, while the rest will be converted into USDC. Final details will be announced before the shutdown.