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9/22
10:57
Lookonchain: Trader Garrett Jin closed his 500 BTC ($43.23M) short position, realizing an $81.7K profit
10:53
Animoca Brands suspends merger deal that would have taken it public
Animoca Brands Chairman Yat Siu stated that "corporate agility must take precedence" over pursuing the merger, which would have led to the company's public listing.
10:47
Korean beauty company APR obtains two international AI certifications, claims global first
Korean beauty company APR announced it has obtained ISO/IEC 42001 certification for artificial intelligence management systems and the AI Trust Mark from Norwegian certification body Nemko. APR stated it is the first beauty company globally to obtain both certifications.
10:43
Prediction market protocol Trueo plans to migrate from Base to Ethereum mainnet
Ethereum co-founder Vitalik Buterin praised Trueo as an emerging L1 prediction-market competitor focused on decentralization, ethical design, and more meaningful applications. Trueo cited Ethereum’s network effects, liquidity, integration potential, and decentralization as reasons for the move.
10:39
Blackstone President Jon Gray: AI has translated into enterprise productivity and revenue growth, with "hard shortages" in hashrate, power, and data centers forming core investment opportunities.
Jon Gray, President and COO of Blackstone, stated in a closed-door presentation to top investors on September 20 that AI deployment has translated into tangible productivity gains and revenue growth for companies. The resulting demand is clashing intensely with real-world infrastructure bottlenecks, forming the most critical investment opportunity today. He likened the current macro environment to "the dawn of 1870," signaling an impending major industrial revolution.

Gray revealed that large model companies Anthropic and OpenAI have achieved annualized revenues of $105 billion (as of July 2025), with their combined valuation soaring to over $2.3 trillion. Within Blackstone's portfolio, 14 AI-related companies saw their annualized revenue grow 21-fold to $525 million. He emphasized that the capital expenditures of five hyperscale data center companies have doubled this year to $820 billion. Blackstone's own data center leasing capacity increased from 1 gigawatt in 2024 to an estimated 6 gigawatts this year, corresponding to nearly $100 billion in capital expenditures. Gray believes that SK Hynix's mere 4x P/E ratio indicates market skepticism about AI investment, rather than a bubble. He added that the enormous construction costs of power infrastructure ($55 billion per gigawatt) and long delivery cycles (GE turbines are backlogged until 2031) highlight the investment value of "hard shortages."
10:38
Meta AI's smart agent Muse surpassed ChatGPT in downloads within 12 days of its launch. The Nasdaq 100 closed up 2.83%, reaching a new high for June, with CPU chip stocks surging.
Meta's AI agent, Muse, reached a peak of 448,000 daily active users and a record 264,000 single-day downloads just 12 days after its launch, significantly outperforming ChatGPT's initial period. This has fueled market speculation that consumer-grade AI is entering a mainstream inflection point. Boosted by this, the Nasdaq 100 closed up approximately 2.83% on September 21, surpassing 30,000 points and reaching a new high since June. However, Goldman Sachs analyst Peter Callahan described it as a "quiet surge," with trading activity at only 3 out of 10, and gains highly concentrated in large-cap tech stocks. CPU chip stocks Arm Holdings, Intel, and AMD rose over 15%, 12%, and 10% respectively on the day, with AMD's market capitalization reaching $1 trillion for the first time. Meanwhile, a divergence emerged between the credit market and the stock market, as investment-grade CDS spreads widened to a five-month high, indicating market reservations about the current optimistic sentiment. Micron's earnings report next week will be a critical validation point for the sustainability of AI infrastructure trading.
10:36
India’s Market Regulator SEBI Turns to AI to Police Traders and Combat Market Fraud
India's market regulator, the Securities and Exchange Board of India (SEBI), is deploying artificial intelligence to monitor traders and fight market fraud from its Mumbai headquarters.
10:29
Tesla sets up Vietnam subsidiary to enter Southeast Asia's largest EV market, dominated by local rival VinFast with 92% share
Tesla registered a local entity, Tesla Motors Vietnam, this month, aiming to tap into Vietnam's fast-growing electric vehicle market. Vietnam became Southeast Asia's largest EV market in 2025, with sales more than doubling and EVs accounting for almost 40% of new car sales. However, local rival VinFast holds a dominant 92% share of the domestic EV market, supported by its parent Vingroup's extensive charging infrastructure and consumer ecosystem. Analysts suggest Tesla's Model 3 and Model Y could target premium buyers initially, but the company will need to build out distribution, service, and charging networks to compete effectively.
10:24
Bybit to support Avalanche (AVAX & AVAXC) v1.15.0 network upgrade, temporarily suspending deposits and withdrawals from Sep 22, 02:30 PM UTC.
Bybit to support Avalanche (AVAX & AVAXC) v1.15.0 network upgrade, temporarily suspending deposits and withdrawals from Sep 22, 02:30 PM UTC. The upgrade is expected to take place on Sep 22, 2026, 03:00 PM UTC. Trading and other activities will not be affected.
10:02
Lookonchain: Anonymous Trader 0xc3ed Liquidated 4 Times for $32.55M in BTC Shorts as Bitcoin Rises
10:02
ChiNext Index on A-shares rose nearly 2%, with hashrate hardware and chip semiconductor sectors surging; Hang Seng Tech Index on Hong Kong stocks rose nearly 1%, with Tencent up 6%.
On Tuesday morning, China's A-share market saw its three major indices open higher and continue to rise, with the ChiNext Index expanding its gains to 1.91%. Sectors such as AI applications, hashrate hardware, and chip semiconductors performed actively, and GPU concept stocks like Hygon Information and Moore Threads surged. Hong Kong stocks also rose across the board, with the Hang Seng Tech Index up 0.90%, as heavyweight tech stocks rebounded, and Tencent Holdings surged 6%. In commodities, most domestic commodity futures rose, and treasury futures fluctuated upwards.
10:01
UBS has raised its CoWoS industry capacity forecast, expecting it to reach 270,000 wafers per month by the end of 2027, a significant 69% increase from 2026, driven by strong ASIC and CPU demand.
UBS noted in its latest research report that the demand for cloud AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. The report raised its forecast for global CoWoS industry capacity by the end of 2027 from the previous 260,000 wafers/month to 270,000 wafers/month, a significant increase of approximately 69% from the estimated 160,000 wafers/month by the end of 2026. This upward revision is primarily driven by the strong rise in ASIC and CPU demand, with UBS expecting these two types of chips to still largely rely on CoWoS packaging technology in 2028-2029. Meanwhile, global CoWoS total demand is projected to reach approximately 2.63 million wafer equivalents in 2027, nearly double the estimated 1.321 million in 2026. NVIDIA remains the largest customer, but the proportion of ASICs and AMD has significantly increased, reflecting diversified demand sources. On the supply side, ASE's CoW capacity is expected to expand significantly from 20,000 wafers/month by the end of 2026 to 70,000 wafers/month by the end of 2027, and TSMC's advanced packaging sales are projected to maintain a compound annual growth rate of approximately 50% from 2026 to 2030.
09:47
Canadian province British Columbia sues OpenAI over its alleged role in a mass shooting, claiming the ChatGPT maker failed to act after the attacker’s account was flagged.
09:43
Kolon Industries Ramps Up Advanced Materials for AI, Autos, Medical Markets, Targeting $145M Sales from Modified Polyphenylene Oxide
The chemical company has added production capacity and commercialized new materials in the second half of this year, while also carrying out operational excellence and AI transformation projects. It plans to strengthen research.
09:37
JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
09:30
Coinbase reports delays in Solana (SOL) sends and receives.
09:21
Proprietary Traders' Share in India's NSE $2 Trillion Derivatives Market Falls to Near Four-Year Low
Proprietary traders' share of equity derivatives turnover at the National Stock Exchange of India Ltd. has fallen to its lowest level in almost four years. This decline is attributed to problems with the closing auction mechanism and an increasingly restrictive trading environment.
09:17
Pragma flags 6 price feeds as 'critical risk' after $3.5M Starknet lending exploit, citing liquidity gap
Oracle provider Pragma's September 18 assessment identified 6 out of 22 mainnet market and rate feeds as critical risk, warning that an available token price does not guarantee sufficient liquidity for lenders to sell collateral and cover loans. This assessment follows a September 17 borrowing exploit at Nostra, a lending protocol on Starknet, where a manipulated NSTR oracle price allowed an account to borrow approximately $3.5 million in other assets against NSTR collateral. Pragma rated BROTHER, DAI, DOG, EKUBO, LORDS, and NSTR as critical, with nine other feeds rated high risk.
09:15
Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
09:13
Ben Thompson, a technology strategy analyst, states the AI industry faces five "excesses," with model capabilities already being in surplus. Now is the "application moment."
In his latest article, "Frontier Overhangs," Thompson points out that the AI industry is facing a "fivefold overhang" in capabilities, products, pricing, capital, and safety. This indicates that absolute leadership in model capabilities is no longer a sufficient condition for building a commercial moat. He believes that models and application layers are moving towards modular separation, and products like Meta's Muse demonstrate that non-top-tier models can also build products with strong user stickiness. Thompson also questions Anthropic CEO Dario Amodei's call to "slow down frontier AI," arguing that his safety-driven discourse aligns closely with the commercial difficulties faced by frontier labs.
09:13
Musk retweeted a post stating that the Grok 4.7 model has been released, described as "excellent" and possessing full agency capabilities.
Musk reposted AlexFinn's tweet, which announced the release of the Grok 4.7 model and highlighted it as an "exceptional" model. AlexFinn stated that Grok 4.7 was specifically trained for Grok Bot as a fully autonomous agent model, designed to perform knowledge work better than users, and claimed it could boost productivity tenfold.
09:01
PEPE's trading volume in the past hour reached $9.76 million (11.6 times its 7-day average for the same period), currently trading at $0.00000498.
09:01
SHIB (Shiba Inu) saw a trading volume of $1.86 million in the past hour (12.7 times its 7-day average for the same period), currently priced at $0.000006.
08:58
UK to provide air-to-air refuelling for Saudi jets to counter Houthi attacks, PM Burnham confirms
British Prime Minister Andy Burnham stated on Monday that the Royal Air Force will provide "defensive" air-to-air refuelling for Saudi planes. This agreement, which is time-limited and under review, comes after Saudi Arabia requested military support following renewed conflict with Yemen's Houthis. The Houthis have launched missile and drone strikes on Saudi Arabia and seized the crucial port city of Mocha and Red Sea islands, impacting shipping traffic through the Bab al-Mandeb. Burnham emphasized the mission is to secure British and regional interests by keeping oil pathways open, and will involve one RAF Voyager supporting Saudi aircraft defending against attacks, not for offensive strikes against the Houthis.
08:53
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.
08:50
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.
08:43
SoftBank’s $50bn data centre group slows IPO due to market fears over an AI slowdown and lacklustre interest in new debt sale
08:39
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.
08:35
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.
08:34
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.

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