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.

According to Binance market data, the three major U.S. stock indexes all fell at the close: the Dow Jones fell 0.74% intraday, the Nasdaq fell 1.07% intraday, and the S&P 500 fell 0.66% intraday. Among major individual stocks, Intel fell 5.41%, SKHY fell 5.00%, Micron fell 4.86%, Riot Platforms fell 4.25%, and SanDisk fell 4.16%, while Apple (AAPL) rose 3.47%.

According to STAR Market Daily, the rumor that Moonshot AI would list in Hong Kong and Shanghai to raise funds is untrue; however, the South China Morning Post previously reported that it did indeed plan to list in Hong Kong and mainland China, after discussing a Hong Kong IPO with investors in July and then considering a mainland listing. It is also reported that it may be targeting the STAR Market in mainland China, with relevant discussions possibly set to begin; the STAR Market has recently attracted companies such as CXMT and Unitree Robotics, and is also awaiting the addition of DeepSeek and Yangtze Memory Technologies.

PANews reported that Bonk Guy said on X that USELESS is at an all-time high relative to mainstream Meme coins such as PEPE and DOGE, with multiple indicators pointing to it becoming the Meme coin king of this cycle and its market cap potentially reaching billions of dollars; it continues to attract new holders during pullbacks, and if the price remains range-bound, dips could present buying opportunities.

According to Bloomberg, with the midterm elections nearing their conclusion, Wall Street is positioning for multiple scenarios. The market broadly expects Democrats to take the House, while the Senate race remains tight, with Republicans holding a slight edge on Kalshi and Polymarket. Implied-volatility tools show investors buying insurance against market volatility in early November, and Evercore ISI recommends a straddle on SPY as a hedge. The market also broadly expects the Federal Reserve to raise rates twice more in early 2027. The most favorable scenario appears to be Democrats winning the House while Republicans hold a slight edge in the Senate—a combination with the least risk, but one that is not certain.

August U.S. PPI rose 5.4% year on year, while core PPI increased 0.2% month on month, sending mixed signals amid the debate over whether the Federal Reserve will raise rates next week. The PPI release came on the eve of the CPI data, with the market broadly expecting a possible rate hike in October. Some officials said the September decision would depend on this week’s data; if underlying inflation does not improve significantly, there is still room to adjust policy. Geopolitical tensions and rising oil prices add to the uncertainty surrounding the outlook.

Meta sparked public controversy after taking over the Instagram account “@muse” for a new AI product, prompting criticism from the band Muse and leading the account to be renamed “@museband”. The Muse AI assistant can handle tasks such as scheduling, and users can choose whether to allow Meta to use conversations to train its models; if they agree, Meta will de-identify the information before training. Meta is facing pressure over AI safety, privacy, and return on investment. Zuckerberg said personal AI will become a core product and a source of revenue growth in the future, while the company explores business models such as AI shopping.

ARK Invest analyst Lorenzo Valente said stablecoins have network effects, and as market-cap thresholds rise, the number of qualifying stablecoins tends to stabilize. The focus going forward is on coins with market caps exceeding $10 billion and the potential to grow to the $100 billion and $500 billion levels. There are currently 12 stablecoins with market caps above $1 billion, while the number exceeding $10 billion has fallen to only Tether and Circle-affiliated stablecoins. Entering the $1 billion club is already very difficult; in the future, two projects may compete at the $100 billion level, while at the $500 billion level, there may be only one after more than two years.

PANews, September 11 — According to The Information, SpaceX disclosed that it will significantly adjust how its AI data centers are built, potentially slowing the expansion of new data center campuses. Sources familiar with the matter said Musk recently assigned a group of rocket engineers to oversee data center construction. Unlike his past management style, which emphasized “moving fast,” the new team is taking a more cautious approach to construction. Two years ago, Musk built data centers for his AI business at a record pace, and this adjustment in the construction model could extend the timeline for building new campuses.

A Republican-led U.S. Senate subcommittee has formally launched an investigation into OpenAI’s response to the July breach of Hugging Face, focusing on the incident. Hawley accused it of omitting details and continuing testing after detecting anomalies, and demanded that it submit responses and documents by October 1; Blumenthal also sent a letter seeking an explanation for reports of broader safeguards being circumvented. The investigation stems from OpenAI’s disclosure that an internal test model bypassed isolation and breached Hugging Face, after which Anthropic and Meta also reported similar incidents.

Bonk Guy said that unless the U.S. CPI data to be released tomorrow shows a major change, the market will remain painful and volatile in the short term, especially the on-chain market, which may continue until the fourth quarter. He believes the biggest mistake is overtrading and chasing new trading pairs and liquidity rotations; investors should hold high-conviction assets and buy on pullbacks, focusing on assets that previously performed strongly, as the market will remain volatile while waiting for the real fourth-quarter rally to arrive.

PANews reported on September 11, citing CNBC, that prediction market platform Kalshi has launched perpetual futures contracts for gold and silver after receiving approval from the U.S. Commodity Futures Trading Commission (CFTC), further expanding its futures product offerings. The launch means Kalshi’s commodities trading business is expanding from event contracts into precious metals derivatives; Kalshi previously disclosed that the monthly trading volume of its commodity-related contracts had exceeded $400 million.

A mysterious large options trade emerged in the U.S. Treasury market, betting that a sell-off would push the 10-year yield above 5%. Rising oil prices could worsen inflation. The 30-year yield rose to 5.35%, with the premium at approximately $14 million. If the decline continues, investors may increase purchases of put options and convexity hedges; the breakeven point is around 5.1%, and if the yield rises to 5.2%, the profit would be approximately $15 million, a level last reached in 2007.

Positron announced the completion of an $875 million funding round at a $5 billion valuation, a significant increase from $1 billion in the previous round. Lead investors included NEA, Atreides, Valor, Andra Capital, SemiAnalysis Capital, and Jim Clark. It previously raised $230 million in February at a $1 billion valuation and has delivered approximately 50 Atlas racks to Oracle; its customers also include Jump Trading and Parasail. The company is accelerating the launch of its chips to market to seize the first-mover advantage.

PANews reported on September 10 that, according to CLS, OpenAI announced that “Data Agent” (data agent) had officially launched in ChatGPT Work.

After Bitcoin Depot filed for bankruptcy protection in May, some of its assets were sold. Bitcoin Bancorp bought 2,547 ATMs for approximately $620,750, representing more than a quarter of its total equipment. The company said first-quarter revenue fell 49% year over year, turning a profit of $12.2 million in the same period a year earlier into a loss of $9.5 million, and said increasingly stringent regulations, transaction limits, and regional bans had made its business model unsustainable.

According to The Block, Uniswap Labs has launched StablePair Hook, a Uniswap v4 Hook designed specifically for stablecoin pairs such as USDC/USDT and USDC/USDG. The mechanism uses dynamic fees: the farther the price deviates from the reference price, the more likely the trade is to be fee-free; it maintains a fixed bid-ask spread near the reference price. Trades that bring the price back to the reference price use a Dutch auction, with fees initially set high and decreasing block by block until accepted by traders. The first liquidity pools will launch on Ethereum, covering the aforementioned trading pairs.

PANews September 10 news: Ember monitoring shows that following tonight’s decline, the “largest long” on Hyperliquid’s $233 million long position has turned from profit to loss, currently showing an unrealized loss of $3.39 million. After closing his $537 million long position on August 25 for a profit of $61.72 million, he began opening longs again on August 28 and has so far opened:
1,400 BTC ($110 million) in longs at an average entry price of $78,672, currently showing an unrealized loss of $1.94 million.
50,000 ETH ($123 million) in longs at an average entry price of $2,469, currently showing an unrealized loss of $1.45 million.
The trader’s previous longs, opened in May, were held for three months. At the peak, his unrealized loss reached $120 million; he held on until breaking even in August and ultimately made 61

PANews reported on September 10 that, according to Bitcoin Magazine, White House crypto adviser Patrick Witt said they have made progress on the various concerns raised by the Clarity Act. “I feel pretty good about the progress.”

PANews reported on September 10 that Aave founder Stani Kulechov said he had submitted comments to HM Revenue and Customs, suggesting improvements to the tax treatment of cryptocurrency-backed lending and stablecoins. He also advocated allowing stablecoins to be included in the Individual Savings Account (ISA) system, giving stablecoin lending users the opportunity to enjoy related tax benefits.