News linked to this event type.
According to Bloomberg, the U.S. Securities and Exchange Commission (SEC) recently issued an internal letter explicitly exempting asset-backed securities (ABS) related to AI data centers from core investor protection regulations introduced after the 2008 financial crisis, including the "risk retention" clause requiring issuers to retain a portion of the debt. The SEC determined that data centers are not financial assets that liquidate over time, therefore securities linked to them should not be subject to the same regulatory constraints as ABS related to auto loans or mortgages. Although this move does not constitute a formal rule change, since companies had previously voluntarily complied with relevant regulations out of compliance prudence, the substantive impact cannot be underestimated. In terms of market size, the annual issuance volume of data center ABS has surged from $2.4 billion in 2020 to $15.5 billion in 2025, growing more than sixfold in five years, and is expected to hit a new record high in 2026.
Odaily Planet Daily Report: Arthur Hayes stated on the X platform that his article "Yen-quake" will introduce how Buffalo Bill Bessent plans to manipulate the dollar-yen exchange rate and restart the money printing press. Arthur Hayes said that over the past decade, the continued weakening of the yen has driven gains in global asset markets, but this situation will eventually come to an end. The yen is the lowest-valued currency globally and is also a point of contention among the United States, China, and Japanese everyday voters. There are three ways to resolve the yen issue, but the U.S. Treasury and Japanese politicians tend to favor only one of them. He will explain the operating mechanisms of each yen appreciation method and why the final option is the preferred approach; he will then discuss how to execute the third option at the political level. He stated that as dollar liquidity rises significantly, Bitcoin and cryptocurrencies will rally. The three options include: 1. The Bank of Japan sharply raises interest rates, causing the dollar-yen interest rate differential to disappear, at least on the short end. 2. The government persuades domestic institutions and public bodies such as GPIF to change their investment mandates, selling overseas assets and buying local assets. 3. Preferred option: The Japanese Ministry of Finance conducts repurchase transactions of its U.S. Treasury holdings with the Federal Reserve in exchange for dollars; it then sells dollars and buys yen in the foreign exchange market. Arthur Hayes said that before getting into the details, speculators should consider why yen appreciation is being discussed now. Over the past few decades, many have claimed that the yen was about to appreciate and trigger a global unwinding of carry trades. Two weeks ago, monetary policy officials from the United States and Japan conducted a joint exchange rate manipulation operation, though they euphemistically called it intervention. U.S. Treasury Secretary Buffalo Bill Bessent indicated a desire to raise the counterparty limit for the FIMA repo facility, enabling Japan's Ministry of Finance to use its massive asset reserves to defend the yen. Japan's Ministry of Finance also stated it is working closely with the United States to push the dollar-yen exchange rate lower. Relevant officials are signaling to the market their support for a shift in global currency relations, so the market must pay attention to this.
Odaily News: The U.S. Senate will hold a procedural cloture vote on a motion related to the Digital Asset Market Clarity Act (CLARITY Act) at 2:15 PM ET on September 15. This marks the first full Senate vote on the bill since it passed the House in July 2025. The bill is numbered H.R. 3633 and was previously passed by the House with 294 votes in favor and 134 votes against. The vote concerns whether to limit debate on the motion to proceed with the bill; supporters need 60 votes to succeed. Republicans currently hold 53 seats in the Senate. If all Republican senators vote in favor, they would still need 7 additional votes; any absence or opposition would increase the number of additional votes required. If the procedural vote passes, the subsequent debate time on the motion to proceed will be capped at 30 hours, after which the Senate will vote on the motion itself. Only if the motion is approved will the bill be formally considered, and the bill itself will still need to pass another 60-vote cloture motion. If the Senate amends the text, the revised version would need to be sent back to the House for a vote. (Bitcoin.com News)
Odaily News Nvidia CEO Jensen Huang announced that the company has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.Huang stated that the AI industry is transitioning from a phase where "enterprises purchase chips and build data centers project by project" to a new stage where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, repeatable construction, and usage by diverse customers.Nvidia noted that AI factories encompass not only GPUs but also high-speed networking, system software, AI frameworks, and the CUDA ecosystem. Built on globally widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. Nvidia will provide the AI factory platform, while the financial institutions will handle long-term capital and financing capabilities.Huang indicated that in some projects, Nvidia may provide up to 25% residual value support, but this will be prudently assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, the independent judgment of institutional investors.He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. Going forward, growing demand for AI computing will create a virtuous cycle where "more compute drives stronger AI, stronger AI generates more revenue, and more revenue further fuels compute demand."
Odaily News: Fox Business crypto reporter stated on the X platform that the SEC will hold an open meeting at 10:00 AM Eastern Time on Friday to consider whether to issue a notice proposing a tailored issuance regime for certain investment contracts involving crypto assets.
According to Cryptopolitan, Bitcoin mining company Keel Infrastructure (formerly Bitfarms) released its Q2 2026 financial report this Monday, disclosing that the company has completed the shutdown of all its US Bitcoin mining farms, and sold 1,085 BTC between April 1 and August 7, cashing out approximately $75 million, and currently still holds 1,861 BTC on its balance sheet, valued at approximately $121 million. Financially, Keel's Q2 revenue was $30 million, down 50% year-over-year, mainly dragged down by weak Bitcoin prices and the shutdown of the Moses Lake mining farm; operating loss reached $141 million (including $84 million in non-cash depreciation), net loss from continuing operations was $64 million, and adjusted EBITDA was negative $24 million. Following the announcement, KEEL stock price fell more than 11% in a single day. In terms of strategic transformation, Keel is converting its core sites in Pennsylvania, Washington State, and Quebec into high-performance computing data centers; currently, permitting approvals for the three priority sites are nearly complete, and negotiations with potential tenants are underway. The company's current liquidity is approximately $819 million, including $698 million in unrestricted cash and $121 million in Bitcoin, and during the quarter, it also raised $458 million through convertible notes.
According to Bloomberg, Meta CEO Mark Zuckerberg published a 6,500-word article this Monday, systematically elaborating on his core propositions regarding the development path of artificial intelligence. In the article, Zuckerberg clearly opposed the AI power concentration model represented by OpenAI and Anthropic, pointing out that "the view that AI is extremely dangerous and the only safe way out is extreme centralization is itself problematic," and cited historical experience to warn: "Relying on absolute power to benefit humanity in a sufficiently enlightened way has never brought safe or positive results in history." He emphasized that opening AI model access more broadly is the key to the future development of the industry.
According to The Block, open-source Bitcoin payment processor BTCPay Server disclosed a critical security vulnerability being actively exploited last Friday and urgently requested users to upgrade to version 2.4.2. The vulnerability affects all versions prior to 2.4.2; attackers can use it to steal administrator macaroon authentication credentials of LND nodes, thereby fully controlling the connected Lightning Network wallets. Users such as Foundation and Citadel21 have confirmed that their Lightning node funds were drained, but BTCPay has not publicly disclosed the total amount stolen or the number of affected nodes. Currently, the official release version 2.4.2 has fixed this vulnerability, and on-chain hot wallets are not affected. The BTCPay Server Foundation has donated 0.21 BTC each to security researcher Craig Raw and Bitcoin Red Team to commend their responsible private disclosure of the vulnerability. Meanwhile, BTCPay supporters have promised to provide a bounty incentive of "10% of recovered funds," capped at 3 BTC.
According to Bitcoin.com, cybersecurity company Genians Security Center released an analysis report stating that the North Korean Reconnaissance General Bureau-affiliated hacker group Kimsuky is building and testing an AI-centric cyberattack tool suite. Researchers discovered traces of the deployment of three local AI platforms, Ollama, GPT4All, and Msty, in their infrastructure, as well as AI development framework components such as Microsoft Semantic Kernel and LLaMaSharp, indicating that the organization is systematically developing dedicated AI attack tools rather than just making temporary attempts. Since early 2026, Kimsuky has used high-quality documents created by generative AI for spear-phishing attacks targeting the virtual assets, financial investment, and game development sectors; AI-generated professional documents have significantly reduced the effectiveness of traditional phishing email identification. The attack vector consists of ZIP archives disguised as legitimate documents, containing malicious LNK files that can silently execute PowerShell commands in the background after being triggered.
According to CNBC, Nvidia has signed a memorandum of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to jointly establish a financing platform for Nvidia customers, aiming to mobilize over $500 billion in third-party capital for hyperscale data center construction and Nvidia hardware procurement. Nvidia CEO Jensen Huang characterized this as the first time AI chips have become an "investable asset class," stating they possess revenue-generating capabilities, long service lives, and can be transferred across customers, while analogizing compute infrastructure to electricity and the internet. BlackRock CEO Larry Fink defined the project as the "next future of financial engineering" following the securitization of mortgages in the 1970s, and stated that more funds would be raised as soon as possible. Goldman Sachs CEO David Solomon revealed that this collaboration was initiated by Jensen Huang. Currently, some funds have already been raised; the parties will provide financing support for GPUs and data centers through institutional credit, insurance capital, and private capital, helping end users complete AI infrastructure construction without tapping their own balance sheets.
According to Fortune, a National Bureau of Economic Research (NBER) study released by Harvard Business School's Josh Lerner team shows that an analysis of nearly 14 million Chinese patents reveals Chinese universities account for more than a quarter of inventions in 14 key technology areas identified by the Pentagon (including AI, hypersonics, biotechnology, etc.), which is 8 times the 3.3% share of U.S. universities, while contributions from large enterprises such as Huawei and Tencent rank secondary. The study also found that the proportion of Chinese key technology patents containing "disruptive" technical language has risen from less than 2% in the early 1990s to 16% in 2022, approaching the U.S. level of about 20%, and the gap in patent quality is narrowing rapidly. Meanwhile, U.S. federal research funding continues to contract—the Trump administration has terminated over 1,392 NIH grants (involving $539 million), the NSF has also canceled or suspended nearly 2,000 projects, and the combined amount cut and frozen by NIH and NSF exceeds $3 billion. In 2024, China's R&D expenditure surpassed the U.S. for the first time ($1.03 trillion vs $1.01 trillion), and since 2004, the average annual growth rate has exceeded 14%, approximately twice that of the U.S. Researchers warn that the impact of research funding cuts may take years or even decades to manifest.
"Set 10 Big Goals First" (@jasonleo) posted on X platform, stating that as Bitcoin failed to hold above $65,000, they have reduced about two-thirds of their long positions above the cost price, with holdings decreasing from approximately 3,500 BTC to around 1,240 BTC, while retaining part of the position for further observation. The position screenshot they shared shows they are currently long 1,241.644 BTC with 5x leverage, at an average entry price of approximately $63,967.54, with margin of about $15.87 million, unrealized loss of roughly $52,000, and a liquidation price of approximately $29,267.82.
: Bitcoin News stated on the X platform that Luke Dashjr said the developer meeting "went smoothly" and related plans are moving forward, proposing to change Bitcoin's proof-of-work algorithm via a hard fork. Developers are expected to announce the selected hash algorithm tomorrow and enable RTDS starting from the first block. Block size reduction and replay protection are also under discussion. The news comes amid reports that Dashjr is no longer a licensed user of the BIP content repository. If the proposal is implemented, the proof-of-work algorithm change would create an independent blockchain, effectively forming a new altcoin, with existing BTC holders receiving tokens on the forked chain.
Odaily News: Sui posted on X, stating that the Hashi testnet dashboard now displays real-time deposit and withdrawal records, and expressed gratitude to the Sui and Bitcoin communities for testing Hashi and driving its improvements.
Odaily News: Brazil's crypto market has recorded $318.8 billion in on-chain transaction value over the past 12 months, ranking fifth globally in cryptocurrency adoption, with nearly one-third of Latin America's related activity conducted through Brazilian wallets and platforms. Blockchain security firm CertiK stated that virtual asset service providers must submit authorization applications to the Central Bank of Brazil (BCB) by October 30, 2026, accompanied by independent audit reports. On November 10, 2025, the Central Bank of Brazil issued three resolutions clarifying the licensing scope, minimum capital requirements, and foreign exchange rules for virtual asset service providers. Minimum capital requirements for different license categories range from approximately R$10.8 million to R$37.2 million. Among the current approximately 120 service providers, most have not yet obtained formal licenses, and overseas operators must relocate their operations to Brazil within 270 days. Approximately 80% of Brazil's declared cryptocurrency transaction volume is settled via dollar-pegged tokens, with USDT accounting for 88.7% of that share. Total stablecoin transaction volume from 2019 to 2025 reached R$1.13 trillion. CertiK statistics show that the crypto industry suffered losses of $1.32 billion due to hacker attacks and exploit incidents in the first half of 2026, involving 344 events. (Decrypt)
: Sui announced on the X platform that Tessera offers a closed invoice settlement network for enterprises, which participants join after passing KYC review. The blockchain will display the payer, payee, and payment timestamp, while the settlement amount is shown as ▦▦▦.
Odaily News: UAE-based foundation Aqua1 Foundation purchased $100 million worth of governance tokens from decentralized finance project World Liberty Financial (WLFI) on June 26, marking the largest single publicly disclosed purchase of the token to date. The funds trace back to Chinese businessman Guren "Bobby" Zhou, with up to $75 million flowing to entities linked to the Trump family and World Liberty Financial co-founder Zach Witkoff. WLFI tokens confer governance and voting rights and do not represent equity in the company. Zhou was arrested in the UK in March 2021 on suspicion of money laundering, with UK law enforcement investigations still ongoing as of late July 2026. Two of his long-time employees were indicted in September 2025, one of whom has pleaded guilty, with trial scheduled for 2028. Zhou has not yet been formally charged. Zhou met with Eric Trump in Dubai to discuss the investment and described it as participation in the "Trump family's crypto project." The source of the $100 million Aqua1 used to purchase WLFI remains unclear, and public information does not indicate any direct link between these specific funds and money laundering activities. (Bitcoin.com News)
Ethereum treasury company Sharplink released its financial report for the second quarter of 2026. Total revenue during the reporting period was $11.53 million, of which staking revenue was $11.16 million, accounting for the majority. The company reported a net loss of $394.3 million, primarily consisting of non-cash unrealized losses on ETH and impairment provisions on LsETH and weETH, without affecting the actual quantity of ETH holdings.
Odaily News Nvidia-backed AI cloud computing provider Lambda is raising $917 million through the leveraged loan market to procure AI chips. As artificial intelligence infrastructure construction accelerates, chip financing is emerging as a new avenue for capital investment in the AI industry.Lambda belongs to the rapidly growing camp of "neoclouds" in recent years, primarily offering GPU computing power and AI infrastructure services to enterprises and developers. This financing plan will be carried out through a GPU-backed loan based on GPU asset-related rights, designed to support the company in expanding its AI computing resources.According to reports, AI infrastructure companies are actively exploring new financing methods to meet the massive capital investments required to build large-scale computing clusters. Previously, AI cloud service provider CoreWeave completed the first chip financing transaction in the institutional leveraged loan market, providing a new financing model for the industry.As demand for generative AI continues to grow, Nvidia GPU supply has become a core resource for AI companies' expansion. By using GPU assets as a financing basis, AI cloud providers can rapidly scale up computing capacity without relying entirely on equity financing, while also bringing traditional credit markets into the wave of AI infrastructure investment. (Bloomberg)
Coinbase's Layer 2 network Base announced the launch of the "Builder Grant Program" developer funding initiative, providing up to $5,000 in startup capital to teams building projects on the Base ecosystem, along with go-to-market (GTM) and product support.Base stated that the program focuses on supporting the following areas:Prediction MarketsToken LaunchpadsNew Asset CreationConsumer AppsAI Agent applications, including business scenarios, x402 payment protocol implementation, and autonomous tradingDeFi applications, including lending, leveraged looping, yield generation, yield vaults, and tokenized stocksSelected projects will receive up to $5,000 in seed funding, along with monthly GTM (go-to-market strategy) and product feedback, faster technical support, and access to Base ecosystem resources.Base stated that applicants must meet the following requirements: have a live product, be focused on development within the Base ecosystem, and seek assistance with product optimization and market promotion.