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9/26
10:24
Meta released its AI Agent model, Muse, with its market cap surging by $220 billion in a single week, returning to the $2 trillion mark.
Meta's release of its AI Agent model, Muse, became the biggest market catalyst this week, driving the Nasdaq 100 to be the strongest-performing major stock index and leading a broad rally across the entire AI industry chain.
10:03
"AI Ring" maker Oura's IPO is oversubscribed by approximately 4x, aiming to raise up to $2.2 billion with a valuation of $14.1 billion.
Smart ring maker Oura's initial public offering (IPO) has been oversubscribed by approximately four times, amidst a volatile U.S. IPO market. The company and some shareholders plan to issue a total of 50 million shares at a price range of $40 to $44 per share, aiming to raise up to $2.2 billion. At the upper end of the offering price, the company's market capitalization would reach $14.1 billion. The IPO is scheduled to be priced on September 29, and the shares will be listed on the Nasdaq Global Select Market under the ticker symbol "OURA." Underwriting banks are expected to close the order book for investors by Monday afternoon.
09:29
Vitalik Buterin reposts nero_eth's tweet, highlighting Glamsterdam's snap v2 technology to enhance Ethereum node synchronization speed and simplicity
Vitalik Buterin reposted nero_eth's tweet, highlighting Glamsterdam's snap v2 technology to enhance Ethereum node synchronization speed and simplicity. According to nero_eth, snap v2 utilizes the Block-level Access List (essentially a state diff) to replace the traditional healing phase, making node synchronization faster and simpler. Clients are ready for Glamsterdam, promising a smoother syncing experience.
09:15
On Friday, the 30-year U.S. Treasury yield surpassed 5.5%, reaching its highest level since 2004, diverging from the day's decline in oil prices.
According to Wallstreetcn, the 30-year US Treasury yield rose by as much as 5 basis points to 5.53% during Friday's trading, closing above 5.49%, marking a new high since 2004. Meanwhile, the benchmark US West Texas Intermediate crude oil futures closed down 2.3% on the day at $92.41 per barrel, showing a clear divergence between long-term Treasury yields and oil prices. Analysis indicates that this round of long-term yield increases lacks clear technical resistance levels, and market concerns about persistent inflation and the Federal Reserve's tightening path have not dissipated, providing upward support independent of oil prices.
09:11
Lookonchain reports: Newly created wallet 0xbe51 withdraws 428,640 HYPE ($39.23M)
A newly created wallet, 0xbe51, has withdrawn 428,640 HYPE ($39.23M) from Bybit, Kraken, Wintermute, Gate, and OKX over the past 8 hours.
09:05
China's InnoCare Pharma and US pharmaceutical giant Eli Lilly enter strategic research collaboration and licensing agreement potentially worth up to US$3.35 billion.
08:54
Report: Trump Rejects Iran's 7-Day Ceasefire Proposal, Bombing Expected to Resume After Midterm Elections
According to the latest information from US officials cited by Wallstreetcn, Donald Trump has rejected Iran's proposed 7-day ceasefire plan and told aides that he expects to resume bombing operations against Iran after the November midterm elections. Iran's ceasefire proposal included conditions such as reopening the Strait of Hormuz and restarting nuclear negotiations in exchange for the US lifting its blockade of Iranian ports. Trump privately expressed skepticism about Iran's ability to meet his demands. This move indicates that the seven-month US-Iran conflict is escalating towards hostility, which will continue to influence global commodity markets and oil prices.
08:38
U.S. diesel prices are nearing the record high of $6.50, with the White House weighing a tax holiday and easing "red diesel" regulations, while an export ban remains under evaluation.
According to Bloomberg, as cited by Wallstreetcn, U.S. retail diesel prices are currently stable at around $6.5 per gallon, near historical record levels. The Donald Trump administration is weighing several intervention measures to curb price increases, including suspending the federal fuel tax, easing "red diesel" regulations, and evaluating a diesel export ban. Vice President Vance has urged action, and Energy Secretary Wright is negotiating with refineries to seek "voluntary reductions" in exports. Governors of Louisiana, Alabama, and Nebraska have already taken action, suspending penalties for off-road diesel use or offering tax refunds. However, federal-level policy decisions are not yet imminent, with internal debates ongoing. The tax suspension plan faces resistance due to the congressional recess, biofuel exemptions have been rejected, but the export ban option remains on the table, with some refineries already including protective clauses in their contracts to address potential risks.
08:36
AlphaFi Winds Down After Oracle Error, With Sui Foundation Support
New deposits and loans are disabled, while Slush users are told to exit four strategies with immediate withdrawals.
08:19
Vitalik Buterin suggests integrating 100+ GB of local Wikipedia, Gutenberg, and science articles into Ethereum clients, and prioritizes eliminating centralized IPFS pinning services
Vitalik Buterin suggests integrating 100+ GB of local Wikipedia, Gutenberg, and science articles into Ethereum clients, and prioritizes eliminating centralized IPFS pinning services. He also asks what other data could be included, noting that getting rid of centralized pinning services in IPFS is high on his priority list. This follows a discussion about local AI potentially increasing local node users by requiring significant disk space for data rather than extensive compute.
08:03
Vitalik Buterin: The next step for kohaku-cli is to more properly integrate privacy protocols; some alpha work has already been done, with more coming soon
08:03
Vitalik Buterin increasingly favors avoiding browser dapps entirely, opting for command line operations, and successfully updated his ENS record via local script and node
08:03
Vitalik Buterin: Ethereum node syncing now takes under half a day and less than half a terabyte of disk space
Buterin attributes these significant improvements to EIP-4444 and client teams' work on optimizing snap sync, adding that 'Glamsterdam' will further enhance the syncing process.
07:57
Saylor reposted apyx_fi's weekly report: The digital credit project STRC closed at $98.54 last week. This week's announced $174 million buyback brings its cumulative buyback program to over $1 billion.
07:57
Saylor reposted apyx_fi's weekly report: MicroStrategy (MSTR) shares rose 3.0% last week, closing at $158.61. Its net market cap/net asset ratio increased from 1.16x to 1.20x, and the company announced an additional purchase of 950 Bitcoins, bringing its unrealized gains on Bitcoin holdings to $7 billion.
07:54
German Chancellor Merz faces government crisis as far-right AfD makes strong gains in recent local elections amid economic and migration fears
Chancellor Friedrich Merz, who has led Germany since 2025, is facing a coalition government crisis following bruising regional election results in the last fortnight. His party was beaten in Berlin, struggled in Saxony-Anhalt, and was pushed out of parliament in Mecklenburg-Western Pomerania. The far-right Alternative für Deutschland (AfD) party has capitalized on voter anxieties over the economy and migration, now topping national polls at around 28%. Voters are turning away from traditional centre-right and centre-left parties, reflecting concerns about high energy costs, China's impact on German industry, and public safety related to immigration.
07:16
Crusoe abandons $1.25 billion plan, will no longer use Boom Supersonic turbines to build AI data centers.
Crusoe has abandoned its $1.25 billion partnership with Boom Supersonic, which was originally planned to power its AI data centers using Boom's turbines.

Boom Supersonic CEO Blake Scholl confirmed on X that Crusoe is no longer including Boom's turbines in its immediate primary power mix. Crusoe was the first customer for Boom's stationary power plant business, with plans to spend $1.25 billion to purchase 29 42-megawatt Superpower turbines, with deliveries scheduled to begin in 2027. Crusoe stated that as its AI data center business expands, the company will maintain flexibility in choosing energy solutions suitable for each site.

Boom Supersonic stated that despite losing Crusoe as a launch partner, it plans to deliver approximately 250 megawatts of Superpower turbines to other customers next year, with a target of reaching 1 gigawatt by 2028.
07:00
Dormant whale moves $380M Bitcoin, leaving the sale question unanswered
06:58
Brazil's Lula Plans $28 Billion Consumer Debt Buyout to Aid Households
Brazil's government, led by President Luiz Inácio Lula da Silva, plans to spend 15 billion reais to buy as much as 150 billion reais ($28 billion) of delinquent consumer debt from banks. The initiative aims to ease financial strain on households and bolster Lula's bid for a fourth term.
06:50
Tesla Semi electric trucks have officially entered mass production, with initial deliveries commencing. The annual production target is 50,000 units.
Tesla has officially commenced mass production of its heavy-duty electric truck, the Semi, with the first customer deliveries taking place this Thursday evening ET at its dedicated factory in Nevada. The factory aims for an annual production capacity of 50,000 units, equivalent to 1,000 vehicles per week.

The Semi features several technical upgrades, including a 500-mile range when fully loaded (up to 600 miles with a light load), energy consumption reduced by approximately 15% from the original design target to 1,700 Wh/mile, and the adoption of in-house developed 4680 battery cells. Tesla is simultaneously building out its Megacharger network, with plans to establish over 30 charging stations (more than 200 megawatt-level charging stalls) by year-end. Musk stated that the Semi has a "significant waiting list," with companies such as PepsiCo, DHL, and Einride already on the client roster.
06:24
OpenAI AI agents posted 53 user images on public sites without authorization
The company stated that 53 "user-provided images" were "posted to image-hosting sites as links that weren’t publicly listed" by AI agents operating in its research environment. OpenAI is working with hosting providers to remove the content. This incident occurred before OpenAI implemented new security procedures, following a previous breach where its agents accessed Hugging Face.
06:24
Japanese Finance Minister Satsuki Katayama downplayed concerns about rising Japanese government bond yields, calling it a global phenomenon and expecting it to be temporary.
Japanese Finance Minister Satsuki Katayama on Friday downplayed market concerns over the recent rise in Japanese government bond yields. She described it as a global phenomenon, partly reflecting increased private sector funding demand driven by the AI investment boom, and predicted that the rapid rise would be temporary. Japanese government bond yields have climbed to their highest levels since the mid-1990s.
06:24
Japan's Finance Minister Satsuki Katayama: Prime Minister Sanae Takaichi is not a "reflationist" and highly respects the independence of the central bank.
Japanese Finance Minister Satsuki Katayama stated on Friday that Prime Minister Sanae Takaichi is not a "reflationist" and highly respects the independence of the central bank. Katayama said Takaichi herself has repeatedly asked her to clarify this stance to overseas investors to dispel the market's inherent impression that the Japanese government pressures the Bank of Japan to pursue accommodative policies. Minoru Kiuchi, Minister of State for Economic Growth Strategy, also said that the Japanese economy no longer needs reflationary policies, indicating the government's intention to unify its external narrative.
06:11
US President Trump reportedly voiced concerns about weak yen to Japanese PM Takaichi during their Tuesday summit, raising specter of increased US pressure on Japan's economic policy
US President Donald Trump reportedly voiced concerns about the weak yen to Japanese Prime Minister Sanae Takaichi during their summit Tuesday, lifting currency issues to the leaders level and raising the specter of increased American pressure on Tokyo's economic and fiscal policies.
06:02
Report: Anthropic is in talks to lease up to 1GW of data center capacity, with related investments of at least $40 billion.
According to The Information, AI company Anthropic is exploring leasing up to 1GW of hashrate capacity from Stream Data Centers. Data center developers stated that deploying the full 1GW of hashrate would require at least $40 billion in capital investment. Anthropic would need to provide financial guarantees for the lease and secure additional funding for chip installation. This move is part of Anthropic's strategy to move away from solely acquiring server capacity from cloud service providers, following its previous commitment to AWS for over $100 billion over 10 years to secure up to 5GW of capacity, and an agreement with AMD to deploy up to 2GW of Instinct GPUs. The discussions are still in the preliminary stages.
06:01
Larry Ellison Pledges $9.2 Billion More in Oracle Shares as Collateral
Larry Ellison has pledged 67 million more shares of Oracle Corp. as collateral for personal loans than he had at the same time last year.
05:56
Energy experts warn that a potential US ban on diesel exports could drive up global fuel prices.
Al Jazeera reported that as the Donald Trump administration and Republican lawmakers consider restricting U.S. diesel exports, energy experts and industry groups warn that such a move could drive up domestic and international fuel prices. U.S. Energy Secretary Chris Wright contacted major refiners on Thursday to assess their willingness to voluntarily limit diesel exports. This follows Donald Trump's Tuesday statement in support of restricting U.S. diesel exports. As of September 11, U.S. diesel inventories had fallen to 107.9 million barrels, the lowest level in over four decades. On Friday, the average price of U.S. diesel reached an all-time high of $6.50 per gallon.
05:49
Japanese traditional drugmakers seek to reduce China from supply chain for raw materials
Japanese traditional drugmakers such as Tsumura & Co. are developing a domestic supply chain that cuts dependence on Chinese imports for raw materials.
05:36
Meta lost a trial in New Mexico and faces a potential fine of up to $219 billion. Its stock closed down 3.33% on Friday.
Meta Platforms lost a trial in New Mexico on Thursday, with a jury ruling that the company deceived the public regarding its speech and data privacy policies, violating state law. This marks the most costly legal consequence to date stemming from the Cambridge Analytica data scandal. New Mexico Attorney General Raúl Torrez stated that he would ask the court to impose a civil penalty of up to $219 billion on Meta. The final penalty amount will be determined by the judge, with a maximum fine of $5,000 per violation and between 1.3 million and 2.1 million violations. Meta disputed the verdict, stating that it disagreed with the ruling and would continue to fight it, citing the First Amendment. On Friday, Meta's stock closed down 3.33%.
05:31
Walmart chief rules out personalised pricing, stating the largest US retailer will not use electronic shelf labels to change costs based on shopper identity.

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