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9/23
00:03
Russia's Deputy Finance Minister Ivan Chebeskov stated that, according to TASS, Russia has approximately 20 million cryptocurrency users, with total holdings estimated at 3.7 trillion rubles (about $44 billion), and daily cryptocurrency transaction volume around 50 billion rubles (about $595 million). Chebeskov also noted that Russian tax residents are required to report cryptocurrency transactions conducted outside the country's regulated framework to the Federal Tax Service. If foreign issuers freeze assets such as USDT or USDC due to reasons beyond the control of Russian custodians, investors will bear the resulting losses themselves.
00:03
XRP Ledger (XRPL) validators have approved the conditional activation path for the BatchV1_1 amendment, which aims to fix a previously disclosed signer vulnerability. The vulnerability was discovered in February, but XRPL Labs stated that it did not pose a risk to funds. The activation date for the new amendment is set for September 29, 14:06:41 UTC, at which point production testing will be conducted on the network amendment process and related software. Although the protocol-level vulnerability has been fixed, client applications (such as wallets and browsers) still face risks and need to ensure they correctly handle the new batch transaction pattern to avoid false positives or fragmented transaction results.
9/22
23:58
Indian conglomerates like Amara Raja and JSW are tempering their battery cell ambitions due to Beijing's reluctance to share cutting-edge technologies, dealing a blow to New Delhi's plans to kickstart domestic manufacturing for clean energy goals. Amara Raja is accelerating R&D investment to compensate for the loss of know-how.
23:56
Wallstreetcn.com has learned that CITIC Securities made internal personnel adjustments on September 22. Zhang Youjun, who has served as chairman for over a decade, will retire, and current General Manager Zou Yingguang will take over. The new round of adjustments to CITIC Securities' management will be finalized after completing the relevant procedures for listed companies. Zou Yingguang was appointed General Manager in November 2024 and has a long history in bond and fixed income businesses. As of the end of June 2026, CITIC Securities' total assets reached 2.47 trillion yuan, with first-half revenue of 49.692 billion yuan, a year-on-year increase of 50%; net profit attributable to the parent company was 23.343 billion yuan, up 69.6% year-on-year.
23:51
Industrial metals also fell, with traders assessing the outlook for US interest rates amid shifting oil prices and comments from Federal Reserve officials.
23:37
Hanwha Aerospace and Korea Aerospace Industries have agreed to cooperate on a domestically developed long-range air-to-air missile and its integration with South Korea’s KF-21 fighter jet, the companies said on Wednesday. Under the agreement, the companies will work together on the missile’s development and support its integration with the KF-21 once development is complete. The effort is intended to enable the South Korean fighter to operate with a domestically produced weapon.
23:37
Lookonchain monitoring shows that a newly created wallet (7LK2oT) spent 2.28 million USDC to purchase 6.64 million USELESS tokens at a price of $0.34 seven hours ago.
23:35
Sophia Chong, Executive Director of the Trade Development Council (TDC), stated that the strategy, which prioritizes spurring domestic demand and enhancing global trade, will benefit Hong Kong companies. Under China's 15th Five-Year Plan, the nation aims to shift its growth model towards consumption-led growth. Chong highlighted opportunities for Hong Kong businesses to tap into the mainland market, particularly in quality products and e-commerce, and to offer professional services to mainland companies expanding overseas.
23:19
Burry has significantly increased his short positions on Micron Technology, AI infrastructure company Nebius, the iShares Semiconductor ETF, and Palantir, describing the move as "quite large." He believes Acer CEO Jason Chen's warning about accumulating memory inventory and new supply hitting the market aligns with his own assessment that "a surge in memory supply will put downward pressure on prices," with price pressure expected to emerge around late 2027.
23:18
In its global economic analysis report published on September 22, Goldman Sachs noted that while US core inflation appears higher than most economies, after excluding two temporary factors unique to the US—tariff-driven increases and AI-related statistical biases—the underlying inflationary pressure in the US is actually weaker than in other major developed economies. Goldman Sachs economists estimate that tariffs are currently boosting US core PCE goods inflation by approximately 2.4 percentage points year-over-year, expected to recede in the second half of next year. AI-driven memory price increases are overstated due to PCE statistical methodology issues, contributing about 1 percentage point to core goods inflation, and are expected to gradually dissipate by 2027. The report suggests that the stickiness of services inflation is more pronounced in non-US economies, while US housing inflation has largely normalized.
23:17
The Reserve Bank of Australia (RBA) stated that the Australian Securities Exchange (ASX) continues to fall short of regulatory requirements in several key areas, despite its ongoing efforts to address persistent issues.
23:14
South Africa plans to establish a new state-owned company to manage its real estate portfolio, valued at 155 billion rand (approximately $9.5 billion). Middle Eastern sovereign wealth funds, which hold trillions of dollars in assets, have advised South Africa to set up a fundraising vehicle to support this initiative.
23:10
Bloomberg analysis indicates that China's coking coal supply tightness is expected to persist until next year, which will support strong import demand, even as efforts to restore domestic production have begun to ease price pressures.
23:06
Shares of South Korean solar companies, including Hanwha Solutions and OCI Holdings, rose over 8% on Wednesday, following market expectations that U.S. restrictions on Chinese solar products would remain unchanged ahead of a summit between U.S. President Donald Trump and Chinese leader Xi Jinping. Hana Securities analyst Yoon Jae-sung noted that the U.S. is unlikely to ease restrictions on Chinese solar products, as Washington increasingly views solar as a strategic industry related to national security. He believes any tariff reductions would focus on non-strategic goods. Previously, the Trump administration signed Section 232 measures targeting polysilicon and its derivatives in August, citing national security concerns. Hanwha Solutions' solar division, Qcells, also welcomed actions by the U.S. Department of Commerce and Customs and Border Protection to curb the "illegal hoarding" of imported solar panels, stating that the move helps prevent importers from circumventing U.S. trade policies and supports domestic solar manufacturing.
23:01
The Nasdaq Composite rose 0.45% on Tuesday, bringing its year-to-date gains to over 17%. The Nasdaq 100 was up 0.82%. Investors appeared unfazed by AI safety risks, high valuations in tech stocks, and potential energy shocks from a US-Iran conflict. US President Donald Trump stated on Tuesday that US officials and Iranian representatives held "very good" meetings during the UN General Assembly, adding that the two sides would hold their next round of talks "very soon." Analysts believe that signs of diplomatic progress between the US and Iran have refocused investor attention on the earnings potential of AI, particularly with market excitement generated by Meta's newly launched AI assistant, Muse.
22:53
Hong Kong's Hang Seng Index lost 22 points, or 0.09 percent, to open at 25,064 on Wednesday. This comes as oil prices fell again overnight, with markets focusing on the potential upside of renewed US-Iran diplomatic engagement. Global stocks were mixed, with the Nasdaq rising to a second straight record while the Dow retreated. Mainland stocks also opened mixed, with the Shanghai Composite Index down 0.02 percent and the Shenzhen Component Index up 0.14 percent.
22:42
NVIDIA is hosting AI Day in Singapore, showcasing its AI breakthroughs in Southeast Asia and deepening collaborations with local partners. NVIDIA is helping countries in the region scale AI from pilot projects to production-level deployment, focusing on government operations, citizen services, infrastructure security, and supporting startups. Singapore's HTX, NCS, ST Engineering, Malaysia's YTL AI Labs, Vietnam's Viettel AI, Thailand's Big Data Institute and iApp Technology, and Brunei's Antrique are leveraging NVIDIA Nemotron models and NeMo tools to develop localized AI solutions spanning public safety, enterprise applications, language models, and drug discovery.
22:26
Goldman Sachs expects China's oil imports to remain subdued in the coming months if crude prices stay elevated, which could cap further gains. The bank forecasts imports will rise only moderately by about 600,000 barrels a day in the fourth quarter from the previous three months.
22:24
On September 23, China's A-share market saw its three major indices collectively fall in early trading, with the Shanghai Composite Index down 0.23%, the Shenzhen Component Index down 0.45%, and the ChiNext Index down 0.53%. The real estate sector surged again, with Vanke A hitting its daily limit, and Myhome and China Enterprise among others following suit. CRO, glass substrate, and PCB concept stocks bucked the trend to rise, with Shanghai OPM Biosciences and SinoMind Bioscience up over 11%, Vazyme Biotech up over 10%, and Mankun Technology up over 10%.

In Hong Kong stocks, the Hang Seng Index fell 0.89%, and the Hang Seng Tech Index dropped 0.88%, as heavyweight tech stocks pulled back, with Alibaba down nearly 4% and Tencent down over 2%. Memory chip stocks were active, with Montage Technology and GigaDevice among others rising, driven by overnight gains in US stocks where SanDisk rose over 6% and Micron Technology gained 5%.
22:12
Lookonchain monitoring: ZEC has broken through $1600. An anonymous trader on Aster_DEX made over 15 times profit on a $224,000 ZEC long position. The trader opened a 140 ZEC position with 50x leverage, currently has an unrealized profit of $70,700, and a return rate of 1581%.
22:07
Kakao Group is expanding partnerships with companies including Southeast Asian superapp Grab, Thai financial group SCBX and South Korea’s Kyobo Life Insurance. The group aims to establish a value chain covering the issuance, distribution, payment and transfer of won-denominated stablecoins once South Korea introduces a regulatory framework for digital assets.
22:02
Analysts warn that China's edge in fast, cost-effective early clinical trials, which has propelled its emergence as a global biopharmaceutical powerhouse, is at risk. US lawmakers and Food and Drug Administration (FDA) officials have raised concerns about American pharmaceutical companies' increasing reliance on conducting early clinical trials in China, citing process opaqueness and the need to maintain medical oversight.
21:57
US President Donald Trump held a roughly 40-minute meeting with Ukrainian President Volodymyr Zelenskyy, during which he urged Russia and Ukraine to achieve an energy truce and supported a ban on US diesel exports, after fuel prices hit record highs ahead of the midterm elections.

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