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 19 that Argentine crypto exchange Lemon announced it would cease its local operations due to Brazil’s excessively high regulatory capital requirements. The platform will discontinue Lemon Card services on September 30 and automatically close all Brazilian accounts on October 16. Lemon said that applying for the crypto business license required by Brazil’s central bank would require locking up a large amount of capital, disproportionate to the scale of its local business, and therefore decided to withdraw.

作者：Owen（@xizhe_chan)，Go2Mars Labs
编译：深潮 TechFlow
深潮导读：On September 17, the SEC officially approved the on-chain trading of traditional U.S. stocks under an “innovation exemption,” but with restrictions including the alignment of dividends and voting rights, advance notification to listed companies, and a five-year trial period. Using this as a starting point, this article clarifies the relationship between “on-chain finance” and RWA: it continues the path of bringing high-quality North American assets on-chain, but its substance goes beyond narrow-sense RWA, with the globalization of dollar assets as its core focus. The article further breaks down the underlying logic behind Wall Street’s shift toward support—consolidating dollar hegemony—and examines Robinhood (asset side: Robinhood Chain mainnet + ERC-8056 standard) and Circle (funding side: Arc public chain, with USDC directly as

PANews September 19: According to monitoring by Ai 姨, Hyperliquid trader solanadoomer closed the position to take profit on 14,300 ZEC, ultimately earning approximately $5.237 million, with an average selling price of $1,559.6.

Today’s highlights: The Top 10 trading volume distribution across chains shows approximately $300 million on BNB Chain, led by BNCB; approximately $240 million on Robinhood Chain, led by PONS; approximately $220 million on Solana, with STONK and PAID active; and approximately $62.32 million on Base, led by VVV. Reminder: Memes are highly volatile and carry high risks. Please do your own research (DYOR).

According to SoSoValue data, on September 18 Eastern Time, the HYPE spot ETF recorded a single-day net inflow of $1.0318 million, with the only net inflow that day coming from the Bitwise Hyperliquid ETF (BHYP), bringing its historical total net inflow to $145 million. At press time, the HYPE spot ETF had total net assets of $495 million, a net asset ratio of 2.43%, and cumulative historical net inflows of $333 million.

According to the complaint, Anthropic, OpenAI, SpaceX AI, and Google are accused of conspiring for calling for “industry-wide coordination to slow AI development,” with the allegations asserting that executives including Amodei, Musk, Altman, and Hassabis entered into illegal business agreements. The plaintiff’s attorneys said the move was intended to prevent AI from running out of control and called on the government to regulate it transparently and lawfully.

PANews, September 19: According to monitoring by Ai 姨, the new address 0xa3b…38587 first established a position five hours ago by acquiring UNI worth $9.05 million (1 million tokens), which were transferred out at a price of $9.05; driven by the Robinhood Meme market and the SEC’s new rules for compliant on-chain trading of U.S. stocks, UNI has surged 145% over the past month.

PANews, September 19 — According to on-chain analyst Ember’s monitoring, the TRUMP token team address transferred out 11.25 million TRUMP ($26 million) 12 days ago, of which 3.25 million ($6.9 million) was transferred to OKX 7 hours ago.

PANews Editor’s Note: PANews has selected a week’s worth of quality content to help everyone catch up on anything they may have missed over the weekend. Click the titles to read.
Products Born Amid the AI Boom
DeepSeek Core Engineer: I Had No Choice but to Bury My Talent in the Past
A DeepSeek operator engineer recounts how AI is replacing him, predicting that in six months to a year, AI-written operators will reach or even surpass his level, forcing him to change careers. A first-person account of the career anxiety faced by top talent amid the arms race.
Zhu Xiaohu’s Peking University Speech: After AI Technology Becomes Equally Accessible, How Can Startups Survive?
Key takeaways from GSR Ventures partner Zhu Xiaohu’s speech at Peking University: Technology will not remain scarce forever. When progress outpaces diffusion, technology takes the lead; otherwise, companies must compete on customer acquisition and business efficiency. He proposed the 3S value-capture model, warning that the true barriers to AI entrepreneurship lie in the humanities and business.
An In-Depth Look at the 630 Companies YC Invested in This Year: Its 10 Most Favored

According to on-chain analyst Ember, a whale that has held ETH for three years took partial profits today, realizing cumulative gains of approximately $66.45 million, a 29% return. Three years ago, the whale withdrew and accumulated 112.1k ETH from Bitfinex, worth approximately $227 million, when ETH was priced at around $2,030. After ETH broke above $2,600, the address transferred 21.2k ETH to Bitfinex two hours ago, worth approximately $55.93 million.

Linera founder Mathieu Baudet announced on Discord that Linera is immediately ceasing operations because fundraising targets were not met. The Sonar platform token sale received approximately $900k in subscription commitments, but failed to reach the minimum amount required for completion, and all subscriptions have been refunded. The team had attempted to raise emergency funds to continue operating until mainnet launch, but was unsuccessful. Previously, the LNRA community round received approximately 848.3k USDC in commitments, below the 1.5 million USDC target, and will also be refunded.

PANews reported on September 19 that, according to Token Terminal data, spot DEX trading volume for tokenized stocks on the Base platform exceeded $1 billion over the past 30 days, up 830.5% month-on-month. Of this, Aerodrome contributed $852.7 million in trading volume.

PANews, September 19 — According to on-chain analyst Ember, a short-selling whale that had held a ZEC short position for half a month was forced to close the $24.43 million ZEC short at $1,548, realizing a loss of $10.68 million. The whale previously had a 79% win rate and had accumulated profits of $9.11 million since June.

TRM Labs disclosed that fake AI trading tutorials on YouTube lured users into deploying malicious scripts to steal assets. A total of 224 victims lost 274.60 ETH, while AI-related crime rose 40% year-on-year. The tutorials claimed to teach users how to build AI arbitrage bots with Claude, but actually contained malicious code, requiring users to create wallets, copy the code, deploy contracts, and inject funds. Nine nearly identical tutorials were posted by different creators and caused losses between February and August 2026.

_Author: momo, ChainCatcher_
Today, Polymarket founder Shayne Coplan announced that former Zora CEO Jacob Horne has officially joined the team, where he will be responsible for product work, with a particular focus on the DeFi business. This marks the fourth key executive Polymarket has brought on in just over a month.
The flip side of the rapid onboarding of executives is the sharp cooling of Polymarket’s trading data. The Block data shows that after the World Cup ended, the combined trading volume of Polymarket and its US platform fell from a phase high of $14.74 billion in June to $12.89 billion in July, then dropped further to $8.41 billion in August, a two-month decline of 4

Three people familiar with the matter said Anthropic is considering launching a next-generation AI model before its IPO to counter OpenAI’s GPT-6Astra and solidify its position in the enterprise market, while also evaluating the new model’s safety and how to balance investment with profitability. As interest rates rise, investors are paying closer attention to the time required to generate returns. The IPO may be delayed until after the U.S. midterm elections in November, and the roadshow, originally scheduled to begin in mid-October, has also been postponed.

Nscale, an AI data center company that partners with Nvidia and Microsoft, has filed for an IPO with the SEC to raise funds to purchase equipment and expand its AI computing capacity. It reported $140.6 million in revenue and a net loss of $1.02 billion over six months, compared with $10.4 million in revenue and a net loss of $368.9 million in the same period last year. Nscale was originally spun off from Arkon Energy and focuses on AI data centers, GPU computing, and energy infrastructure. In July, it announced the acquisition of Anyscale for approximately $1.65 billion; its customers include Coinbase, Runway, and Bedrock Robotics.

The SEC has received 21Shares’ amended S-1/A for the Injective ETF, updating the original filing through October 2025; if approved, the ETF will list on Nasdaq under the ticker TINJ, passively track the performance of the INJ token through the FTSE Injective Index, and may stake a portion of its holdings to enhance returns. 21Shares previously launched an Injective staking ETP in Europe, and this move expands into the U.S. market.

PANews, September 19 — OKX market data shows that ZEC briefly broke above $1,584, setting a new all-time high. It is currently trading at $1,553.95, up 5.79% over the past 24 hours.

Google Gemini accidentally gained internet access during Irregular’s cybersecurity exercise, entered the systems of 3 real companies, and became the first publicly reported case of autonomous AI access. The test was conducted in May; because the fictitious company names matched those of real companies and the model obtained credentials, possibly from public repositories, it gained access. It stopped immediately after entering the real systems. Google said no damage was caused, the security mechanisms worked, and it had notified the affected parties and reported the incident to regulators.