Important News from Last Night and This Morning (September 1 - September 2)

Long-term Japanese bond yields break above 3%, Takaichi says economic and fiscal policy will be judged as appropriate

Japanese Prime Minister Sanae Takaichi responded on Tuesday to long-term interest rates breaking above 3% for the first time in 30 years, saying that economic and fiscal operations "of course require making appropriate judgments in a timely manner based on assessment and analysis of various economic conditions, including interest rate trends." On the direction of interest rates, she said only: "If I make specific comments, they could have unintended effects, so I will not comment on this." She explained that interest rate levels are determined by the market under the influence of various factors, including the policy situations of other countries. When asked how to ensure market confidence, she stressed: "We will appropriately respond to necessary fiscal needs and earnestly achieve a balance between a strong economy and fiscal sustainability." She said that budget formulation reforms will be vigorously advanced in accordance with the Basic Policy on Economic and Fiscal Management and Reform (the "Honebuto Policy") finalized in July. She called for recurring policy measures to be arranged through the initial budget rather than relying on large-scale supplementary budgets.

Analyst Willy Woo: If Bitcoin becomes global "hard currency," unit price could point to $5 million

Bitcoin analyst Willy Woo, responding to investor Gary Cardone's questioning, said that the current gold market cap is about $32 trillion, and if it still plays the role of global monetary anchor, its reasonable value should be about $103 trillion. He said that the traditional view of gold as a "financial asset" is an "illusion" jointly shaped by the U.S. government and Wall Street, and that gold essentially existed as money for thousands of years. Woo believes that Bitcoin is striving to become a global hard currency similar to gold, and by this logic, Bitcoin's price corresponds to about $5 million per coin. He also pointed out that the global fiat currency system has only been running for about 55 years, which looks more like an "experiment" compared with the thousands of years of hard currency history.

Stablecoin cross-border remittance startup Felix Pago completes $200 million Series B round, with participation from a16z

Stablecoin cross-border remittance startup Felix Pago announced the completion of a $200 million Series B round, including $87 million in equity financing and $113 million in credit facility financing. The equity financing included participation from Andreessen Horowitz (a16z), while the credit facility financing came from General Catalyst's Customer Value Fund. Felix Pago is currently one of the most representative stablecoin remittance networks in Latin America, mainly using WhatsApp as the front-end entry point and using USDC and blockchain as the underlying settlement infrastructure, significantly reducing the cost and arrival time of cross-border remittances from the United States to Mexico.

Binance Alpha's third round of SOON airdrop goes live, 250-point threshold can grab 166 tokens

Binance Wallet announced that the third round of the Binance Alpha SOON (SOON) airdrop has begun. Users holding at least 250 Binance Alpha Points can claim 166 SOON on a first-come, first-served basis. If the reward pool is not fully claimed, the points threshold will automatically decrease by 5 points every 5 minutes. Users will consume 15 points to claim the airdrop and must complete confirmation on the Alpha Events page within 24 hours, otherwise they will be deemed to have forfeited their claim eligibility.

Nubia "Doubao phone" completes network access filing, mass production and launch set for September

The Nubia NaviX Ultra equipped with the Doubao phone assistant has obtained network access licensing from the Ministry of Industry and Information Technology, completing the compliance process from large model filing to terminal network access. It is positioned as the world's first mass-produced flagship AI agent phone and is planned to go on sale in September. The device is the second generation of the "Doubao phone," offering four color options: black, pink, white, and blue, with some models equipped with an orange AI physical button. The camera module is supplied by Sunny Optical, and the Doubao phone's large language model used has completed generative AI filing for mobile on-device use with the Cyberspace Administration of China, announced in the same batch as Apple Intelligence, Huawei Xiaoyi, vivo BlueLM, Xiaomi MiLM, and others.

Spot gold falls below $4,360/oz, down more than 2% intraday

According to Bybit data, spot gold fell below $4,360/oz, down more than 2% intraday.

Ethena launches self-custodial payment app Ethena Pay beta based on Avalanche, offering up to 6% yield and 10% cashback

USDe issuer Ethena Labs launched the beta version of its self-custodial payment app Ethena Pay, built on Avalanche and covering 48 countries. Users can receive funds via IBAN or crypto wallets, with funds uniformly denominated in USDe, and can withdraw to external bank accounts as local fiat currency. Ethena Pay has three tiers: Standard, Pro, and VIP, requiring locking 0/2,000/10,000 USD of ENA or inviting 0/10/50 people respectively, corresponding to annualized yields on USDe balances of 5% (cap $5,000) for Standard, 6% (cap $15,000) for Pro, and 6% (cap $50,000) for VIP. Its payment card cashback is in AVAX, at 4% for ordinary users, 4.5% for Pro, and 5% for VIP, with up to 10% at designated merchants such as Uber, Spotify, and Claude. The United States and the European Union are not included in the first batch of testing.

Bitfinex Securities lists 5 tokenized products from Bitcoin treasury companies

Bitfinex Securities announced the listing of 5 tokenized notes backed by shares of listed "Bitcoin treasury" companies, including: Strategy Note (CMSTR), each backed by 100 shares of Strategy Inc. common stock; Strategy STRC Note (STRCst), linked to 1 share of Strategy Inc. variable-rate perpetual preferred stock and passing through dividend rights; Metaplanet Note (CMPTL), each backed by 100 shares of Metaplanet Inc. common stock; H100 Note (CH100), each backed by 100 shares of H100 Group AB common stock; and Capital B Note (CALCPB), each backed by 100 shares of Capital B common stock. The above products are issued by the Luxembourg ORO (II) fund through STOKR, rely on underlying shares held in custody by regulated institutions, can be split and traded by share units, are open for trading against USD, Tether (USDt), and Bitcoin, are regulated by El Salvador's CNAD, and are issued on the Liquid Network. Participating wallets must pass Bitfinex Securities KYC and AML review.

Circle (CRCL) stock falls 5.03% intraday, now at $90.50

According to Bybit market data, Circle (CRCL) stock fell 5.03% intraday and is now at $90.50.

Riot Platforms (RIOT) stock falls 5.18% intraday, now at $18.02

According to Bybit market data, Riot Platforms (RIOT) stock fell 5.18% intraday and is now at $18.02.

MARA stock falls 5.01% intraday, now at $10.22

According to Bybit market data, MARA stock fell 5.01% intraday and is now at $10.22.

Coinbase (COIN) stock fell 5.01% intraday and is now trading at $178.39

According to Bybit market data, Coinbase (COIN) stock fell 5.01% intraday and is now at $178.39.

Silhouette launches Hyperliquid RFQ system to support on-chain block trading of xStocks

Hyperliquid's block trading layer Silhouette has launched an RFQ (request for quote) system on mainnet, initially supporting Payward's tokenized equities framework xStocks. The system allows traders to initiate quotes for any supported xStock, with market makers bidding, and final orders settled on-chain without time or single trade size limits. Through the RFQ mechanism, xStocks can be matched without an independent order book, and tokens with sufficient trading activity can later migrate to a separate HyperCore market. Since xStocks launched in June 2025, it has served over 200,000 holders, with cumulative trading volume exceeding $40 billion, of which nearly $20 billion was settled on-chain. It currently accounts for about $620 million of the approximately $2.53 billion tokenized equities market, making it the third-largest issuer.

Grok: Many accounts are currently receiving unsolicited X password reset emails; users advised to enable relevant protections

Many accounts are currently receiving unsolicited X password reset emails, with attackers using public usernames to trigger password reset forms in bulk. There is currently no confirmed sign of system compromise or large-scale account takeover. Grok advises users to enable "Password Reset Protect" (path: Settings and privacy > Security and account access > Security), enable two-factor authentication (2FA), ignore such emails, and avoid clicking any links.

Citi, Goldman Sachs among 21 financial institutions planning to form stablecoin joint venture, aiming to launch USD stablecoin in 2027

21 major international financial institutions announced plans to establish a new company globally in the second half of 2026, launching a stablecoin solution fully backed by bank reserves, initially a USD-denominated stablecoin, with subsequent priority expansion to G7 currencies such as the euro. The company intends to apply it in wholesale, institutional, and retail scenarios, including cross-border payments and digital asset settlement, and strives to meet compliance requirements such as the GENIUS Act and MiCA. Participating institutions include Bank of America, Citi, Goldman Sachs, Wells Fargo, Fidelity Investments, WisdomTree, and others from the U.S.; Deutsche Bank, UBS, Banco Santander, BBVA, and others from Europe; as well as MUFG Bank, Standard Bank, and Sirius International Holding, targeting market launch in the first half of 2027.

U.S. Treasury Secretary says will introduce "comprehensive fiscal plan" and urges G20 to address global imbalances

According to Jinshi data, U.S. Treasury Secretary Bessent said the U.S. will introduce a "comprehensive" fiscal plan, and said global imbalances caused by some countries are weakening growth in other regions. Bessent said G20 ministers want higher growth, but it is unclear whether countries will take necessary measures. He stressed that the U.S. has been discussing G20 imbalances, expects countries to work with the U.S. on Iran-related issues, and believes Japan is currently taking correct economic measures.

AI computing power and electricity crisis becomes G20 focus; Musk says 15 GW gap by 2027

Musk said in his G20 speech that global AI development is facing an electricity bottleneck, with an expected gap of at least 15 gigawatts in AI chip-related electricity consumption by 2027. He said AI chip annual production capacity growth is about 40%-50%, while electricity supply growth outside China is only about 10%-20% per year, and the curve difference will form a core constraint. Musk pointed out that Google, Anthropic, and others have rented computing power from SpaceX because SpaceX builds its own power plants for rapid expansion. He believes China has sufficient electricity but is constrained by GPU export controls, while other countries can gain new growth points through taxes and fees if they build electricity on a large scale and host AI data centers.

Abliteration.ai launches offensive cybersecurity large model based on GLM-5.3

Startup Abliteration.ai announced the launch of a new model "abliterated-model-large-v2", based on GLM-5.3, which ranked third on Terminal-Bench 4.0, claiming its cyber attack and defense exploitation capabilities are about 2 times better than the 5.2 version. The official said by removing the "refusal" direction in model activations at the weight level, it retains coding, cybersecurity, and agent capabilities, making it usable for offensive cybersecurity, AI red team assessments, agent testing, and complete execution of authorized attack chains in trust and safety scenarios. The model is hosted in the U.S., uses FP8 precision, supports a 1 million context window, and promises not to retain input and output prompts. It is currently open for access via API.

Analyst: About 2%-3% of BlackRock Bitcoin spot ETF funds come from self-custody migration

About 2%-3% of inflows into iShares Bitcoin Trust (IBIT) come from investors migrating Bitcoin from self-custody to BlackRock's ETF. He said if investors mainly value Bitcoin's "inflation/monetary debasement resistance properties", ETFs are becoming a more attractive holding method than self-custody wallets; while Bitcoin "die-hards" who value "censorship resistance" find it hard to accept holding via ETF. Balchunas believes that as IBIT's overall subscription scale expands, this self-custody migration proportion may continue to increase in the future.

TRM Labs gets $95 million no-bid crypto tracking contract from U.S. DHS, sued by Chainalysis

The U.S. Department of Homeland Security signed a one-year no-bid contract worth $95 million with crypto analytics firm TRM Labs in July to provide cryptocurrency tracking software and data analysis personnel, serving the White House's efforts to combat crypto fraud and cybercrime targeting Americans. Competitor Chainalysis has sued the Trump administration over the contract, alleging the award process was "arbitrary, capricious, and unreasonable." In public statements, the U.S. side said TRM is "the only vendor capable of providing the complete technical, data, and operational support services required."

Bitcoin ETF August net inflows hit highest since July 2025; $80,000 level becomes key resistance

U.S.-listed Bitcoin ETFs saw inflows of about $3.5 billion in August, the largest monthly inflow since July 2025. Bitcoin rose 25% in the month, its best monthly performance since November 2024. Bitwise's chief investment officer said investors have been waiting for a reason to buy crypto assets over the past few months; prices fell but fundamentals are strong, and U.S. Treasury Secretary Bessent's moves became a catalyst. Bessent announced increased buybacks of long-term Treasuries to lower yields, combined with Trump meeting crypto executives and urging the Senate to pass market structure legislation, jointly ignited this rally. Pantera Capital's founder said as the U.S. government continues to print money and debase fiat, hard assets like Bitcoin will perform well. Citi strategists noted Bitcoin has rebounded to near the weighted average purchase price of ETF investors (around $80,000-$83,000), and fund flows are a key driver. But Bitcoin faced resistance near $80,000 and fell to $76,393 at one point on Tuesday. StoneX analysts said concerns about U.S. fiscal conditions are driving demand for alternative assets like Bitcoin and precious metals, and if sustained buying in Bitcoin ETFs continues, it will mark an important turning point after a prolonged downturn.

Coinbase to support Cluster Protocol (CP), deposit address generation now open

Coinbase announced it will support Cluster Protocol (CP). Users can now generate CP deposit addresses on coinbase.com, the Coinbase App, and Coinbase Exchange, but deposits will only be available after the asset issuer unlocks transfers.

Anthropic launches Fable 5.1: up to 75% price cut, enhanced programming and scientific research capabilities

Anthropic released a new version of its flagship AI model, Fable 5.1, on Tuesday, significantly cutting some usage costs while improving programming and scientific research capabilities. The move directly responds to pricing pressure from enterprise customers and also reflects the increasingly fierce market competition among U.S. AI model vendors. The core change in the new version lies in pricing strategy adjustments: Anthropic reduced the fee for the segment where the model re-accesses already processed information by 75%, and the company said this will bring a "significant reduction" in overall operating costs. Dianne Penn, the company's head of product management, pointed out that this segment accounts for half or even more of token consumption in certain complex long tasks and is one of the most frequently cited pain points in customer feedback. At the same time, Anthropic also announced that it will allow enterprise customers to retain data on their own cloud infrastructure while still accepting Anthropic's security review, a policy that marks a major shift from the company's previous data retention rules. In addition, the invite-only advanced model Mythos 5.1 will also be opened to a small group of pre-selected users on the same day.

OpenAI: Astra model coming soon, but cybersecurity features will be restricted

OpenAI plans to launch the Astra model soon, but will limit access to its most advanced cybersecurity capabilities. The company said on Tuesday that the model will be released "soon," but did not disclose a specific timeline. The company said Astra's advanced cybersecurity capabilities will initially be available only to a small number of testers, and will subsequently be opened to more users for defensive purposes through the Daybreak Blue program, along with supporting cybersecurity safeguards. OpenAI suspended some internal work on Astra in August to strengthen security protections. The company said on Tuesday that Astra has reached a "critical cybersecurity threshold" and can identify and develop zero-day exploits without human intervention. To prevent abuse, OpenAI has further strengthened the model's protective measures, including monitoring unauthorized behavior and automatically stopping related activities.

U.S. SEC proposes updating transfer agent rules to adapt to the blockchain and tokenization era

The U.S. Securities and Exchange Commission (SEC) has proposed updating rules for registered transfer agents, which have not been substantially revised since the late 1970s. Transfer agents are responsible for securities ownership records, processing corporate actions such as mergers and dividend distributions, and play a key role in clearing and settlement. The SEC chair said the proposal will "simplify and modernize" the rules to reflect the use of electronic communications and blockchain technology in securities issuance and share transfers. The SEC noted that transfer agents are increasingly interacting with emerging technologies such as tokenized securities and artificial intelligence, and some market participants are exploring blockchain-based systems for securities ownership records. Transfer agents that interact with tokenized securities and smart contracts must manage risks related to blockchain data integrity, tokenized securities security, and distributed ledger operating models. Injective recently became an SEC-registered transfer agent, and companies such as Securitize and tZERO are also registered. The comment period is 60 days.

Total market cap of digital asset treasury companies reaches $340 billion, altcoin DATs lead performance

The total market capitalization of crypto digital asset treasury companies (DATs) has risen 10% since mid-August, hovering around $340 billion, but remains far below the roughly $490 billion seen from October to November last year when Bitcoin hit its all-time high of $126,000. Stock performance varied significantly: Strategy rose 30% and Bitmine rose 27%, roughly in line with Bitcoin and Ethereum price gains, and Strategy has even outperformed BTC by 10 percentage points since August 17. But newly emerged altcoin DATs performed even more strongly: CYPH, which tracks Zcash, rose 142%, and PURR, which tracks Hyperliquid, rose 62%, while ZEC and HYPE rose 56% and 36% respectively over the same period. Some DATs have also integrated into ecosystems by staking ETH, running validator nodes, and participating in mining, giving them unique value propositions.

Investigation: Robinhood Wallet and Fomo support credit card purchases of meme coins, apparently bypassing credit card crypto transaction rules

According to an investigation by The Block, the Robinhood Wallet and Fomo apps allow users to buy meme coins with credit cards through Apple Pay or Google Pay without completing identity verification, apparently bypassing card network rules for crypto transactions. Testing found that meme coin purchases made with Visa and Mastercard credit cards were classified as "digital goods media" (MCC 5815), a category that typically covers products such as e-books and digital movies, rather than MCC 6012 or 6051, which should be used for crypto transactions. These transactions are supported by crypto infrastructure company Crossmint, and users can also earn credit card points or cashback rewards. Chase Bank said the Visa transaction was not flagged as a cryptocurrency purchase, believes the merchant category code was used incorrectly, and therefore the transaction should not receive credit card reward points, and has submitted a review request to Visa. The New York Attorney General's office is aware of and reviewing the matter. Crossmint argued that the classification is reasonable, citing the SEC's position that meme coins can be considered "digital collectibles," but payment experts pointed out that card network rules are a separate matter. Both Fomo and Robinhood referred specific questions to Crossmint for response.

Full Sail decides to shut down after Switchboard oracle hack, discloses Virtue loss of approximately $455,000

Sui ecosystem DeFi protocol Full Sail posted on X that its protocol was affected by the Switchboard oracle security incident and has decided to gradually cease operations. Affected protocols include Virtue Money, which reported a loss of approximately $455,000, with 45 users liquidated. Switchboard has issued a statement on the incident, but as of September 1 had not provided the technical details requested by Full Sail, nor committed to compensation. Mysten Labs rejected Full Sail's request for financial support. Full Sail said all remaining protocol-owned liquidity will be prioritized for distribution to users, and the team will cover the shortfall to ensure community depositors are compensated first. New deposits and LP reward claims have been disabled, the treasury remains paused, and regular pools will enter withdrawal-only mode after final security checks. Withdrawal and claim guides are expected to be released in the coming days. Full Sail reminded users to trust only information published on the official X account and website, and that it will never ask for mnemonic phrases or private keys. A detailed incident report will be published later.

G20 finance ministers and central bank governors recognize growth potential of digital assets, commit to creating a clear path for "responsible innovation"

The G20 chair's statement issued by U.S. Treasury Secretary Scott Bessent gave clear recognition to digital assets, with G20 finance ministers and central bank governors acknowledging the potential of digital assets to support economic growth and committing to creating a clear path for "responsible innovation." The statement also called for improving cross-border payments, including extending the operating hours of bank and central bank systems used for large-value or time-sensitive payments, encouraging broader adoption of the ISO 20022 global messaging standard, and simplifying cross-border transfers of financial services data. The G20 is awaiting the Financial Stability Board's assessment of the cross-border implications of global stablecoins.

Nvidia in talks to acquire Hugging Face, total deal could reach $14 billion

Foreign media, citing people familiar with the matter, reported that Nvidia (NVDA.O) is in advanced talks with AI startup Hugging Face and plans to acquire the latter in a deal worth about $14 billion in total. One of the people said Nvidia could reach an agreement as early as this week to acquire Hugging Face for $12.9 billion. The person said the deal may include a $1 billion employee retention plan. The people said the two sides have not yet reached a final agreement, and the timing and specific terms of the deal could still change. Acquiring Hugging Face would be Jensen Huang's biggest move yet to expand the reach of AI applications and broaden the customer base. The deal would give Nvidia control of a key platform where developers around the world can showcase and share AI models. Earlier news on August 27 said Nvidia agreed to acquire open-source AI platform Hugging Face for $12.9 billion.

An institution transferred $266 million in ETH to CEXs over 3 days and still holds $140 million in ETH

An institution gradually transferred 109,806 ETH ($266 million) to centralized exchanges over 3 days, at an average price of $2,430. The address still holds 58,048 ETH ($140 million), and plans to sell a total of 167,854 ETH ($406 million). Based on the accumulation cost of $1,700 two years ago, selling all of it could yield a profit of $122 million.

Report: Bitcoin and Ethereum require only three entities to reach critical control thresholds

ARK Invest and Glassnode jointly released the "Decentralization Spectrum" report, comparing three major blockchain networks across four major design features - auditability, security, governance, and ownership - and six quantifiable dimensions. In terms of security, Bitcoin and Ethereum require only three entities to reach critical control thresholds, while Solana requires 19. Bitcoin miners can exit 1% of their positions in about 30 seconds, while Ethereum staking of the same scale could take weeks under pressure. In terms of geographic distribution, Bitcoin nodes are the most evenly distributed (63% run through Tor), Ethereum relies on cloud service providers (AWS hosts about 20% of nodes), and Solana by design runs almost all infrastructure in data centers. In the six-dimension scoring, Bitcoin scored highest in auditability, ownership distribution, and geographic resilience; Ethereum was in the middle; Solana traded decentralization for performance and coordination speed.

Coinbase: cbHYPE and cbZEC are now live on the Base network

Coinbase announced on the X platform that cbHYPE and cbZEC are now live on the Base network. cbHYPE and cbZEC are Coinbase-custodied B20 tokens pegged 1:1 to Hyperliquid (HYPE) and Zcash (ZEC).

AI coding startup Cognition plans to raise about $1 billion at a $47 billion valuation

Foreign media reported, citing people familiar with the matter, that AI coding startup Cognition AI is close to completing a new funding round that would send its valuation soaring to about $47 billion. People familiar with the matter said the company's latest round is about $1 billion. One of the people said that because demand for Cognition's round far exceeded expectations, the final financing size could exceed $1 billion. The person added that Cognition has already received nearly $10 billion in investment interest. People familiar with the matter said negotiations are still ongoing and specific details could still change.

Multicoin Capital transferred $21.7 million in HYPE to Coinbase Prime over the past 9 hours

Multicoin Capital transferred 261,000 HYPE ($21.7 million) to Coinbase Prime over the past 9 hours. Of the 1.97 million HYPE redeemed from staking at the end of July, 1.551 million ($114 million) have been gradually transferred to Coinbase Prime over the past month, at an average price of $73.

U.S. SEC releases agenda for September 17 "24-hour trading" roundtable; Robinhood, NYSE, BlackRock, and others to attend

The U.S. Securities and Exchange Commission (SEC) released the agenda for the September 17 "24-hour trading" roundtable, which will discuss system readiness and expected market impact. Representatives from Robinhood, the New York Stock Exchange, Nasdaq, BlackRock, and other institutions will participate as panelists.

TRUMP token team address transferred out 11.01 million TRUMP yesterday, of which 2 million have been sent to Binance

The TRUMP token team address transferred out 11.01 million TRUMP ($26.65 million) yesterday. After multiple transfers, 2 million of those tokens ($4.78 million) were sent to Binance 6 hours ago.

YC-backed AI training data company AfterQuery completes new funding round at a $3.2 billion valuation

AI training data startup AfterQuery completed a new funding round at a $3.2 billion valuation, just five months after completing a $30 million Series A at a $300 million valuation in April, representing a more than 10x increase in valuation. According to Y Combinator partner Gustaf Alströmer, this is the fastest startup in YC history to go from founding to unicorn status. AfterQuery's founders are only 22 and 23 years old and participated in YC's Winter 2025 batch just 18 months ago. The company announced annualized revenue of $100 million in April, with customers including Nvidia, Legora, and South Korean AI lab Motif Technologies. AfterQuery focuses on training models and agents to complete tasks like professionals, rather than merely ensuring answers are accurate.

Pons fees reached $4.73 million yesterday, exceeding the combined total of Hyperliquid, Polymarket, and Fomo

Bubblemaps posted that yesterday, the token launch platform Pons on Robinhood Chain reached $4.73 million in single-day fee revenue, exceeding the combined total of Hyperliquid, Polymarket, and Fomo (about $3.461 million), and also exceeding the combined total of Robinhood Chain, BSC, and Solana (about $4.65 million). Data comes from DefiLlama, with the statistical scope covering fee revenue within 24 hours, where public chains only count network fees rather than protocol-layer fees.

Unitree Robotics stock price falls below 550 yuan, halved from its first-day high of 1,100 yuan

Market data shows that Unitree Robotics' stock price has fallen below 550 yuan, halved from its first-day high of 1,100 yuan.

Pump.fun launches limit order feature on Solana

Pump.fun's official X account announced that the limit order feature on Solana is now live. Users can set take-profit and stop-loss orders in the Pumpfun app to protect profits and limit downside risk.

Unitree supplier United Imaging completes new funding round of several hundred million yuan

United Imaging, a vision provider for embodied robots, completed a new funding round of several hundred million yuan, with participation from industrial capital, state-owned capital, and market-oriented institutions. Investors include Dunhong Asset, Hangzhou Embodied Intelligence Industry Fund, Fuyang Industry Investment, and Zhipingfang. United Imaging is the vision supplier for humanoid robot manufacturers and AI hardware manufacturers such as Unitree, Zhipingfang, Independent Variable, and Rokid, and its revenue has already reached the 2 billion yuan level. With this round of financing, United Imaging will further upgrade its strategic positioning as "the visual infrastructure of the physical AI world," integrating optical design, vision modules, depth cameras, edge AI, data collection, AI Base engineering toolchain, and large-scale manufacturing capabilities to serve customers' complete cycle from idea to mass production. At the same time, United Imaging is advancing a billion-yuan-level intelligent vision industry project in Hangzhou.

AI security startup AIR completes $50 million financing led by Sequoia and Greenoaks

AI security startup AIR has completed $50 million in financing, with Sequoia Capital leading the first $10 million round and Greenoaks leading the second $40 million round, with participation from Swish, Netz, and multiple angel investors. The company was founded by Yair Saban and Niv Hoffman, veterans of Israel's Unit 8200, and provides an AI agent security platform that can discover AI agents running inside enterprises, continuously review the skills and tools they use, and block them from interacting with non-compliant software or external sources, while also offering a marketplace of vetted AI agent plugins and skills.

Whale long 45,000 ETH is now down $4.1 million on paper

As ETH fell below $2,400, the whale long 45,000 ETH is down $4.1 million on paper. On August 31, when the price broke below $2,500, the whale added 28,300 ETH. The current position exceeds $107 million (the second-largest ETH position on Hyperliquid), with an entry price of $2,486.37, a liquidation price of $2,252.68, and $233.69 of remaining buffer.