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9/23
00:58
Morgan Stanley's Asia team released research in September, stating that AI is reshaping the flow of advertising budgets in China's internet sector. However, at least until 2030, this is more akin to a redistribution within an existing market rather than a new cycle of advertising growth.

The firm estimates that by 2030, the total identifiable AI monetization scale will be approximately 291 billion RMB, with AI-attributed transaction commissions accounting for about 281 billion RMB of that. By 2040, as AI further participates in user discovery, decision-making, and transaction execution, the scale of AI-attributed transaction commissions could reach 1.24 trillion RMB. The survey shows that 72% of advertisers stated that AI has not changed their total budget, and 74% believe that cross-platform spending is more concentrated, indicating that AI is currently primarily reallocating budgets rather than creating incremental growth.
00:55
The move is part of a broader trend among Japanese banks to seek external talent and expand beyond traditional corporate lending, aiming to enhance global competitiveness.
00:55
Mitsubishi Heavy Industries America Chairman and CEO Takao Tsukui told Nikkei that the Japanese company anticipates global demand for gas turbines to remain strong next year, with a surge in American business filling its order books.
00:52
Logan and Jake Paul's venture capital fund, Anti Fund, has made significant investments across gambling, artificial intelligence, drones, and defense contracts. Their portfolio features prominent companies such as OpenAI, SpaceX, Anduril, Kela Technologies (an Israeli defense contractor), Polymarket, and Flock.
00:49
Beckhardt stated that margin trading is common across all financial markets, with key characteristics including: primarily targeting institutional clients; helping to reduce long-term market capital costs and improve efficiency; and not being applicable to various sectors such as sports and culture.
00:45
Musk retweeted a post by Sawyer Merritt, which stated that Grok Bot has officially launched in Tesla vehicles. Users can manage emails, calendars, finances, or other tasks, and even order goods online (e.g., Amazon) via voice commands. The Grok Bot functionality is directly integrated into Tesla's existing voice interface, requiring no separate application. Currently, this feature is limited to SuperGrok Heavy users and will be expanded to more owners in the future.
00:44
XRP surged by nearly 9% on September 21, rising from approximately $1.41 to $1.54 in a single day. This increase coincided with a return of capital to the crypto market, as U.S.-listed spot crypto ETFs recorded net inflows exceeding $1.9 billion within 24 hours, with Bitcoin accounting for approximately $1.36 billion, according to SoSoValue data.
00:41
Near Protocol has launched Ondo Finance's tokenized U.S. stocks and ETFs on its near.com platform, supporting purchases with over 30 network cryptocurrencies. The two companies stated that these transactions will not be publicly broadcast. The tokenized products are not available to users in the United States and Canada.
00:35
Binance Research reports that perpetual contracts linked to real-world assets (RWA) are capturing trading demand around macro events and individual stocks outside of regular U.S. trading hours. Data shows that following the Federal Open Market Committee (FOMC) decision, the median of 16 stock-linked perpetual contracts captured 97% of the subsequent U.S. market opening gap, with off-hours trading volume reaching $1.02 billion. Additionally, during the S&P rebalancing market closure, 198 TradFi-linked perpetual contracts recorded a trading volume of $7.25 billion.
00:34
Anthropic's newest model, Opus 5.5, was released on Tuesday, setting a new state-of-the-art in coding and knowledge work performance. The company stated it is "the strongest-performing model we've tested to date," notably outperforming the larger Fable model in many benchmarks and informal tasks. Output tokens for Opus 5.5 will be charged at $20 per mTok, down from $25 for the previous model, reflecting reduced compute requirements and faster operation. This is the first model release since CEO Dario Amodei embraced calls to pace the frontier, deliberately slowing down AI capabilities advancement to match alignment progress.
00:29
21Shares has listed ZEC and ETHFI physically-backed exchange-traded products (ETPs) on Euronext Paris and Amsterdam, marking Zcash's first ETP in Europe. This move signals the issuer's expansion beyond mainstream cryptocurrencies, following the launch of related ETFs in the US.
00:24
Tether CEO Paolo Ardoino said the company refused to apply for an EU MiCA license because of the rule requiring major stablecoin issuers to hold at least 60% of their reserves in commercial bank deposits. This decision follows a proposal by the European Central Bank and other EU central banks to remove this requirement, citing the risk that volatile stablecoin deposits could expose banks to sudden withdrawals. The central banks instead recommend liquidity requirements based on assets maturing within one to five working days; however, this proposed change has not yet been adopted.
00:17
Southern California Edison customers face hundreds of millions of dollars in additional costs if the utility’s credit rating is downgraded to junk after California failed to pass wildfire legislation, according to the head of the utility’s parent company.
00:15
Goldman Sachs analysts reiterated a "Buy" rating on Chevron (CVX) and raised its 12-month price target by $15 to $240. The Goldman Sachs team expects Venezuelan crude oil production to double to approximately 600,000 barrels per day by 2031, which would be positive for Chevron.
00:15
JPMorgan Chase's commodities team stated that for the first time since the outbreak of the Iran conflict, they have no baseline view on the direction of oil prices and cannot predict the final outcome. The team noted that previously set economic red lines, such as oil prices at $100, gasoline at $5/gallon, and 10-year US Treasury yields at 4%, have been breached. Currently, oil prices have exceeded $100, 10-year US Treasury yields have reached 5%, and gasoline and diesel prices are high, yet an exit strategy remains unclear.
00:14
Standard Chartered CEO Bill Winters said the bank has closed accounts after discovering Russian money laundering groups attempting to circumvent Western sanctions imposed over the conflict in Ukraine.
00:14
Bitcoin price action avoided a significant drop below $86,000. This occurred as US President Donald Trump pledged a deal with Iran after November’s midterm election, which contributed to oil prices dipping below $90.
00:13
Russian Prime Minister Mikhail Mishustin announced that the digital ruble became available for transactions on September 1, aiming to establish "fast and independent payment infrastructure." Concurrently, Russia legalized cryptocurrency circulation as of September 1, but banned Bitcoin payments and set an annual trading limit of 300,000 rubles (approximately $3,556) for retail investors.
00:12
XRP's average daily deposits on Binance increased by 663% to approximately 21.7 million tokens in the week ending September 20, according to CryptoQuant data. This surge in inflows, coupled with strong buying activity absorbing the tokens, has propelled XRP's price over 5% in the last 24 hours to an intraday high of around $1.59, breaking the $1.50 resistance level and setting a new target of $1.80.
00:12
CNBC stated that it is protecting big profits in tech stocks and buying more non-tech stocks in the current oversold market, with three trades planned for Tuesday.
00:03
Some advocates speculate that the crypto industry could ratchet up attempts to sway the 2026 US House and Senate elections after the CLARITY Act vote failed.

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