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9/21
20:53
The U.S. Department of Justice is investigating whether Binance violated Iran sanctions.
U.S. federal prosecutors are investigating whether Binance Holdings Ltd., the world's largest cryptocurrency exchange, violated U.S. sanctions against Iran by failing to prevent certain transactions on its platform, according to people familiar with the matter.
20:50
Citigroup Research: Nikkei Index May Rise on Short Covering Amid Mildly Positive Catalysts
Citi Research stated that a moderately positive catalyst could trigger a sharp short-covering rally in the Nikkei, and the same applies to the KOSPI.
20:43
SoftBank’s $50bn data centre group slows IPO due to market fears over an AI slowdown and lacklustre interest in new debt sale
20:39
EU Chamber Urges China to Curb Overcapacity Ahead of Key Trade Talks
European businesses in China are urging the Chinese government to address issues of overcapacity and intense price competition ahead of crucial talks next month, according to a report released on Tuesday.
20:35
OpenAI is projected to accumulate losses of $278 billion by the end of 2030, significantly exceeding previous forecasts.
OpenAI has informed some investors that it anticipates cumulative losses to reach $278 billion by the end of 2030, primarily due to investments in cloud computing and chips, the Financial Times reported. This figure is significantly higher than the $180 billion forecast disclosed to investors earlier this year.
20:34
South Korean stocks open 2.02% higher on Tuesday, led by chip gains amid revived AI hopes
The benchmark Korea Composite Stock Price Index (KOSPI) rose 141.58 points to 7,149.3 as of 9:15 a.m. local time. This follows a record close for the tech-heavy Nasdaq Composite, driven by renewed optimism for artificial intelligence, and a fall in global oil prices and bond yields. On Monday, US stocks rallied, with the Nasdaq Composite rising 2.3 percent and the S&P 500 gaining 1.5 percent.
20:32
Gold edged higher as falling oil prices reduced the likelihood of a Federal Reserve rate hike.
20:31
Iran's IRGC says US, Israel 'must accept withdrawal' from region
20:22
Boeing CEO lowers expectations for 200 aircraft orders from China, anticipating delivery in the form of incremental orders.
Boeing CEO Kelly Ortberg stated last week that he has lowered his expectations for China to fulfill its commitment for 200 passenger aircraft through a single bulk order, now anticipating that purchases will be made by individual airlines as incremental orders. This follows the May summit between U.S. and Chinese leaders, where Beijing agreed to increase purchases of U.S. agricultural products and Boeing aircraft.
20:22
The Trump-Xi summit is being held this week and is expected to extend the trade truce and discuss Iran.
China's Foreign Ministry confirmed on Monday that Chinese President Xi Jinping will visit the United States from Wednesday to Friday for a summit with US President Donald Trump. The two sides are expected to extend the trade truce agreement set to expire in November. Additionally, given the disruptive impact of the Iran issue on the global economy and energy markets, it is anticipated to be a significant topic of discussion during the talks.
20:17
U.Today Analysis: AI Payments, Stablecoin Growth, and Regulatory Clarity Could Drive Bitcoin to $150,000-$1 Million by 2030
The analysis suggests that Bitcoin's trajectory to 2030 will depend more on its integration into standard financial and technological infrastructure than on retail-driven speculative cycles. Under relatively traditional adoption assumptions, a reasonable framework price range for Bitcoin in 2030 is $150,000 to $500,000; if monetary and institutional transformation is stronger, Bitcoin's price could be pushed to $750,000 to $1,000,000. However, if crypto infrastructure fails to move beyond the speculative phase, Bitcoin could be closer to the $80,000 to $150,000 range. Influencing factors include AI autonomous payments, a significant expansion of the stablecoin market, regulatory clarity, increased institutional adoption, and the Bitcoin halving in 2028. The article mentions that the U.S. Senate's Digital Asset Market Clarity Act failed to pass on September 15, but lawmakers plan to continue their efforts. Additionally, the U.S. passed the GENIUS Act in July 2025, establishing a federal framework for stablecoin payments.
20:15
U.S. diesel prices hit a record $6.51 on Monday, with top Republicans pressuring the Trump administration to ban exports.
U.S. retail diesel prices surged to a record high of $6.51 per gallon on Monday, marking an increase of over 70% since February before the outbreak of the Iran war. Republican lawmakers from agricultural states are collectively pressuring the Donald Trump administration to ban diesel exports to alleviate fuel cost burdens for farmers and truck drivers. Iowa Senator Chuck Grassley and others have publicly urged a halt to exports, while Tennessee Representative Tim Burchett has even proposed legislation demanding an immediate export ban until January 2027, or the implementation of a price trigger mechanism. The White House has explicitly rejected this proposal, with an official stating that the administration is not considering export bans or restrictions. However, energy consulting firm Rapidan Energy predicts that the probability of the White House implementing an export ban has reached 35%. The U.S. oil industry strongly opposes such measures, warning that export restrictions would exacerbate the problem, but the market remains highly vigilant regarding the risk of a policy shift.
20:15
Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterprises face "cyclically inflated" earnings and valuations, and that hyperscale cloud providers have higher actual economic leverage, which may limit their ability to fund the next phase of large-scale AI infrastructure development.

Meanwhile, Michael Burry, known as "The Big Short," estimates that leading tech giants such as Amazon, Meta, Alphabet, Microsoft, and Oracle collectively hold over $3 trillion in off-balance-sheet commitments, including uncommenced lease and purchase commitments. This has prompted scrutiny of the sustainability of their expansion capabilities. Burry is concerned that long-term leases and purchase expenditures are locked in, while the economic value of equipment, technological requirements, and future demand changes may occur more rapidly, leading to a structural mismatch between capital recovery and hardware updates for these companies.
20:14
Bank of Canada Governor Tiff Macklem warns: New US tariffs could push Q4 economic growth below 1%, high oil prices exacerbate inflation.
Bank of Canada Governor Tiff Macklem stated on Monday that a new round of U.S. tariffs could prompt businesses to delay investment and hiring, causing Canada's fourth-quarter economic growth to "roughly halve" to below 1%. Meanwhile, annual inflation remains at 3% (above the 2% target), and could rise further if oil prices stay near $100 per barrel. This warning marks a substantial downward revision in the central bank's assessment of the economic outlook, sharply narrowing its policy space.
20:11
BNBChain leads tokenized stock market cap growth with +$1.1B (36% of top 5), followed by Ethereum and Solana at +$756.6M and +$716.8M respectively, according to RWAFoundation data.
20:10
CZ retweeted a post from Yzilabs, stating that Ella Zhang, head of Binance Labs, will participate in the UN Digital Cooperation Day conference on September 21 at 1:30 PM ET to discuss "The Future of Blockchain and Tokenization."
20:03
Despite high costs, Hong Kong student accommodation still attracts mainland tenants.
Purpose-built student accommodation (PBSA) is attracting mainland Chinese university students away from Hong Kong's traditional rental market. Despite higher rents than many private residences, these professionally managed apartments are favored for their convenience, safety, predictable costs, and better living environment, which help offset the increased rent and longer commute times.
20:02
China's MLCC Market Diverges: AI Server Demand Booms While Consumer MLCC Prices Fall by Two-Thirds from Peak
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergence reflects that AI server demand is surpassing demand for consumer electronics.
19:59
Macron and Trump Discuss Halting Deep Strikes on Energy Facilities Between Ukraine and Russia
French President Emmanuel Macron stated that he discussed a proposal to pause deep strikes on energy facilities between Ukraine and Russia during his meeting with former U.S. President Donald Trump in New York.
19:52
Paramount wins Warner Bros takeover approval with settlement, to increase US film production by $300M annually
Paramount Skydance emerged victorious on Monday from a legal battle over its US$110 billion acquisition of Warner Bros Discovery after settling with a California-led group of US states and a Hollywood writers union. The settlement paves the way for one of the largest media mergers in history. Paramount agreed to abide by temporary film quotas and a news oversight committee, avoiding a forced sale of cable assets such as CNN. The company promised to spend at least US$300 million more each year in domestic production and adhere to US theatrical release quotas for five years, producing 30-32 movies annually, with at least four independent films and 20% blockbusters. If it falls below the threshold, it will pay US$30 million per film into worker support funds. Paramount also promised not to raise rates on theatre operators for three years and will establish a news editorial independence boar
19:49
Ron Johnson, former head of Apple Retail, questions Silicon Valley's bet on AI shopping, believing brick-and-mortar stores will continue to thrive.
Ron Johnson, who was responsible for building Apple's retail business, stated that despite Silicon Valley pouring billions into AI agent shopping, he believes the industry overestimates the extent to which consumers will delegate shopping to machines and predicts that physical stores will continue to thrive. He pointed out that when purchasing personal items like laptops, consumers still want to experience the product firsthand, and AI primarily helps consumers gather more information before entering a store. Johnson emphasized that Apple's "secret weapon" has always been its in-store employees and their service, not sales pressure. He believes that AI cannot provide a physical product experience and will only make customers who visit the store more informed.
19:41
Lookonchain: Garrett Jin closed BTC long for $8.38M profit, then flipped to a 3x short position worth $43.23M
19:12
Elon Musk reposted a tweet stating that xAI's Grok 4.7 xHigh model ranked second in Artificial Analysis's AA-Briefcase benchmark, only 1 point lower than Claude Fable 5.1 Max.
Grok 4.7 xHigh scored 58% in this benchmark, while Claude Fable 5.1 Max scored 59%. Grok 4.7 xHigh surpassed GPT-6 Astra, GPT-5.6, Gemini, Kimi, GLM, and almost all other frontier models.
18:58
NEAR Protocol (NEAR) price surged to $4.310, marking a new 365-day high.
18:55
Saylor reposted a Strategy tweet stating that MicroStrategy (MSTR) has seen its market capitalization increase by $32 billion (+80%) over the past three months.
Saylor retweeted a post from MicroStrategy's official Strategy account, which noted that the company's stock (MSTR) had increased its market capitalization by $32 billion, or 80%, over the past three months.
18:54
NEAR Protocol (NEAR) surged 6.34% in the past 4 hours, now trading at $4.291.
18:51
Analysis indicates that Ethereum's staking volume has reached $120 billion and its Layer 2 total value locked (TVL) stands at $40.4 billion, but these figures may obscure its true supply status.
CryptoSlate analysis indicates that despite approximately $120 billion in staked Ethereum network assets and a daily average total value locked (TVL) of $40.4 billion for Layer-2 (L2) networks (as of September 21), these figures do not fully reflect the true demand for Ethereum (ETH) or a reduction in its supply. The analysis suggests that staked ETH may originate from existing holders rather than new buying demand. Concurrently, between September 15 and 18, U.S. spot Ethereum ETFs experienced net outflows exceeding $140 million, signaling capital withdrawal from specific investment channels. Furthermore, there is a complex relationship between fees generated by L2 activity and ETH burn rates; not all L2 activity directly translates into a significant reduction in ETH supply, as the net change in ETH supply also depends on the issuance of new ETH.
18:42
Bitcoin surged over 6% to a seven-month high, while Meta shares rose 11.4%.
Bitcoin surged over 6% on Monday, reaching its highest level in over seven months, boosting related stocks such as Coinbase and MicroStrategy. Meanwhile, Meta's stock soared 11.4% after Wells Fargo raised its price target, following Meta's launch of the Muse AI assistant.
18:42
Donald Trump stated his willingness to meet with Iranian President Pezeshkian to seek a breakthrough in the Middle East situation.
US President Donald Trump stated he is willing to meet with Iranian President Masoud Pezeshkian, who is expected to attend the UN General Assembly this week. This move comes amidst a weekend of escalating rhetoric between Washington and Tehran, with market speculation that such a meeting could lead to a breakthrough in Middle East negotiations.
18:42
Brent crude oil fell below $100/barrel, hitting an 11-day low, and the US 10-year government bond yield dropped below 5%.
Brent crude futures fell below $100 per barrel on Monday, reaching a new low since September 9, and closed at $100.34 per barrel. Meanwhile, the benchmark US 10-year government bond yield fell below the psychological threshold of 5%. The market speculates that this week's UN meeting could lead to a breakthrough in Middle East negotiations, driving oil prices down.

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