News Heat Trend
Project Overview
Focus is a new social network blending crypto, social media, and generative AI. Built on the DeSo blockchain, backed by major firms, it offers novel monetization for creators and uses a social airdrop mechanic to boost user retention.
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
Anthropic Abandons $7 Billion MatX Acquisition, Shifts Focus to Exploring Custom Chip Partnerships
According to Reuters, Anthropic had planned to acquire AI chip startup MatX for $7 billion, but ultimately abandoned the deal. MatX is currently seeking approximately $4 billion in new funding. Anthropic is now in talks with several chip startups, planning to accelerate hardware development for its AI model Claude through self-developed custom chips to reduce reliance on Nvidia chips.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Ethlabs Week 2 Progress: Focus on Cross-Chain Interoperability, PropAMMs, ENS
Ethlabs 发布第二周进展，称随着项目进入启动与融资阶段，外部沟通持续增加。团队表示，正推进基于零知识技术的异步互操作方案，以提升跨链桥安全性和资产分发效率；其中，L2 至 L1 可由 intents 作为过渡方案，L1 至 L2 延迟则有望通过 FCR 改善。
Bitget UEX continues to expand, now supporting over 340 US stock assets
amidst the US earnings season and the continuous advancement of AI narratives by tech giants, according to official sources from Bitget, the platform has recently added 10 new US stock contract targets. As a result, Bitget's Universal Exchange (UEX) now supports 263 US stock tokens and 81 US stock contracts. The total number of US stock-related assets tradable across the entire platform has exceeded 340.This week enters a period of密集 earnings reports and macroeconomic data releases. Through continuous expansion, Bitget aims to provide users with a wide range of cross-market asset allocation channels.3 Key Focus Targets This Week:• NVDA (NVIDIA): Will release Q1 earnings after the US market closes on May 20. The implied volatility from the options market suggests a potential single-day swing of over 7.5%. As the core of AI computing power, its performance will directly impact the overall valuation trend of the tech sector.• GOOGL (Google): Recently, at its I/O conference, Google intensively released multiple new products such as Gemini 3.5 and AI agents. The market is closely monitoring the subsequent pace of commercial implementation and revenue monetization capabilities.• WMT (Walmart): Will release Q1 earnings before the market opens on May 21. As a retail giant, Walmart's resilience during the consumer downturn cycle is under significant scrutiny. The earnings results and guidance will directly influence investors' assessment of full-year growth expectations and the stock's short-term performance.
Gate Research: Crypto Market Warms Up in April with RWA and On-Chain Capital Flow in Focus
Odaily Odaily News Gate Research recently released its "April 2026 Cryptocurrency Market Review" report, indicating that the overall cryptocurrency market saw a volatile upward trend in April, with total market capitalization significantly higher than in March. BTC and ETH ETF trading volumes maintained high volatility overall. The report shows continued divergence in activity across major public chain ecosystems. Solana's daily transaction volume remained in the range of approximately 90 million to 110 million transactions, maintaining its leading position.Regarding trending sectors, the report notes that Pokemon TCG RWA has become one of the fastest-growing on-chain RWA sub-sectors, entering a second explosive growth phase in April. Major trading platforms saw monthly trading volumes exceed $220 million, with weekly revenue briefly approaching $6 million, setting new historical records. Meanwhile, Aave experienced its most severe liquidity crisis ever in April, with TVL outflows reaching tens of billions of dollars within a few days and net outflows exceeding $9 billion for the entire month.In terms of fundraising and security incidents, the Web3 industry completed 51 financing rounds in April, totaling approximately $834 million, with capital further concentrating on leading financial and infrastructure tracks. Among these, Payward ranked first for the month with a $200 million financing round. On the security front, Web3 security incidents in April resulted in losses of approximately $306 million, a month-over-month increase of about 858%, primarily driven by a single cross-chain infrastructure attack on Kelp DAO worth approximately $293 million. The report suggests that against the backdrop of a recovering market, on-chain activity and capital liquidity are both increasing simultaneously. However, the security risks associated with cross-chain infrastructure and high-leverage protocols remain worthy of continued attention.
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
CFTC Chair: Will Advance Crypto Market Structure Rules, with Focus on Perpetual Contracts
Odaily reports: U.S. Commodity Futures Trading Commission (CFTC) Chair Mike Selig stated that after the Senate rejected the Clarity Act, the CFTC will still advance crypto market structure rulemaking, saying "now is the time to act."Selig pointed out that the CFTC's existing statutory authority provides room for advancing rules without waiting for Congress to pass new legislation. The agency will also reassess existing rules applicable to 24/7 on-chain markets driven by algorithms and intelligent agents.Related arrangements may include establishing a designated contract market category to allow exchanges to offer crypto leveraged trading under CFTC oversight; however, the CFTC does not have the authority to regulate the spot market on this basis, and spot market regulation still requires legislation. (Decrypt)
Focus shifts to SEC rulemaking as Citi says Bitcoin rally unaffected by bill setback
Odaily News: Citi stated that the U.S. Senate's failure to advance the CLARITY Act into formal consideration did not interrupt Bitcoin's rally. After the procedural vote on the bill was blocked, Bitcoin remained strong, with market attention now shifting to whether the SEC can advance rulemaking on trading, tokenized assets, and market access under its existing authority.Citi noted that the legislative setback will limit the CFTC's ability to obtain more complete crypto market regulatory authority in the near term. Its economics team believes this round of rate hikes may be close to a one-time move; the quantitative macro team warned that if AI investment continues to support growth and employment and wage pressures persist, interest rates may face further upward revision risks.
White House Crypto Advisor: Reservations About Clarity Act Progress by Year-End, Focus on Current Regulatory Developments
Odaily News: White House crypto affairs advisor Patrick Witt and U.S. Treasury Assistant Secretary for Financial Institutions Luke Pettit stated that they hold reservations about the possibility of the Clarity Act making progress by the end of the year, with the current focus being on developments at financial regulatory agencies.The two noted that during the "lame-duck" session following the congressional elections, whether the relevant crypto bill can regain momentum will depend on the election results. (CoinDesk)
US Officials: Clarity Bill Unlikely to Pass Lame-Duck Session, Focus Shifts to Regulation
White House and Treasury officials state that the Digital Asset Market Clarity Act is unlikely to pass during Congress's lame-duck session, with policy focus shifting to regulators such as the SEC and CFTC to accelerate rulemaking using their existing authority.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Man defrauds 70-year-old living alone of nearly 14 million yuan, loses all after investing it all in virtual currency trading, has been criminally detained
According to Xinmin Evening News, based on reports from Case Focus and Kankan News, Ms. Sun, an elderly woman in her seventies living alone in Shanghai, had nearly 14 million yuan borrowed from her by her upstairs neighbor, Hua Ming, within a short span of two months under the pretenses of "family emergencies" and "high returns." Hua Ming used a property deed under his ex-wife's name as collateral to gain trust, despite having actually divorced back in 2019, and he held no assets or stable income under his name. Upon investigation, the tens of millions of yuan defrauded were all invested by Hua Ming into illegal virtual currency trading, resulting in a total loss. The involved funds ultimately flowed into accounts belonging to virtual currency dealers and black-and-grey industry money laundering operations. Currently, Hua Ming has been criminally detained by the public security organs in accordance with the law on suspicion of fraud, and the whereabouts of the involved funds are still under further investigation.
Well-Known Trader: Bitcoin Short-Term Focus on $65,300 Key Resistance, Range-Bound Pattern Unchanged
Well-known trader Killa stated that Bitcoin remains in a narrow range consolidation phase in the short term, with $65,300 being the current key threshold.
Serenity: Still Bullish on Memory Stocks, Photonics Sector Focus Shifts Back to AXTI and LITE
Odaily Planet Daily Report: "White-Haired Stock God" Serenity stated on the X platform that he remains bullish on memory stocks such as MU and Samsung. In addition, this week, the focus in the photonics sector has shifted back to AXT and Lumentum. The photonics industry has previously shown signs of supply tightness, with Coherent ($COHR) and Lumentum ($LITE) laser production capacity for the next two years already sold out. AAOI's recent earnings report also showed continued strong demand for optical modules.Meanwhile, a large number of retail investors have been panic-selling in the storage sector. There are indeed some changes in the market at present, such as Nvidia's Rubin Ultra optimizing for memory, and memory prices no longer rising as significantly as previously expected. However, at current prices, the operating profit of storage companies relative to their market capitalization remains extremely compelling, especially given the structural growth in storage demand. Moreover, the supply-demand imbalance next year could become even more severe.Serenity noted that the market tends to panic when an industry declines and follows new narratives. For example, helium during the Iran war, the LNG market, and SpaceX's earnings call, which once again emphasized storage supply tightness. Many times, industry bottlenecks and fundamentals haven't changed significantly, but market sentiment has already undergone a massive shift.
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
September 25, 2026 Economic Calendar: Focus on US, UK, and German Macroeconomic Data
Today's economic calendar features speeches by multiple central bank officials alongside the release of European and U.S. macroeconomic data. Markets will closely watch the UK and German consumer confidence indices, U.S. durable goods orders, and the final University of Michigan Consumer Confidence Index reading.
Tokenized RWAs Surpass $38 Billion, Market Focus Shifts from Listing to Utility
According to Cryptopolitan, the on-chain market size of tokenized real-world assets (RWA) has surpassed $38.6 billion, with over 4.24 million holding addresses. Among these, US Treasuries account for the largest share at over $15.9 billion; commodities $4.9 billion, active strategies $3.6 billion, asset-backed credit $2.56 billion, and tokenized stocks $2.52 billion. In terms of on-chain distribution, Ethereum leads with $17.3 billion, followed by BNB Chain at $5.6 billion, while Solana ranks third with $4.3 billion.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
Morgan Stanley: GPT-6 Astra Reshapes AI Demand, Compute Remains the Top Priority Allocation Focus
According to Chaoxiang Research, Morgan Stanley's September 7 report states that the release of GPT-6 Astra is strengthening the AI infrastructure investment narrative. Large models trained on 1 million GPUs and expanded to encompass broad capabilities such as reasoning, engineering, and physical world tasks will expand the AI addressable revenue pool. Morgan Stanley believes that the current risk of underestimating AI investments now outweighs the risk of overestimating them. After investors significantly reduced their AI positions, the market pullback provides a window to reposition.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
Related news
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
Focus on Fed remarks and RBA interest rate decision on September 29.
On September 29, 2026, markets will focus on the Reserve Bank of Australia’s interest rate decision and multiple U.S. macroeconomic data releases. Several Federal Reserve officials are scheduled to speak that day, and Trump will also convene an artificial intelligence-related meeting.
BNB Chain Appoints Thomas Chen as Chief Business Officer to Focus on Institutional and Capital Onchain
Odaily News: BNB Chain has announced the appointment of Thomas Chen as Chief Business Officer (CBO). Thomas brings 15 years of industry experience, with over 7 years focused on digital asset infrastructure, having worked extensively in capital markets, custody, trading, and business growth. In his new role at BNB Chain, he will focus on driving institutional and capital onchain, deepening liquidity, boosting trading volume, and strengthening the ecosystem's long-term value.
Ansem: Bullish on NFTs' Strong Return This Cycle, Focus on On-Chain Innovative Gameplay
Ansem posted that he remains optimistic about the return of NFTs in this cycle. While artistic NFTs are expected to see a resurgence, greater attention should be placed on innovative experiments centered around the NFT format itself, including integration with AI Agents, ownership mechanisms, novel issuance methods, and diverse ways for NFTs to connect with on-chain products. Ansem believes that on-chain capital rotation is still in its early stages, and the creative potential within the NFT sector has yet to be fully unlocked.
Brian Armstrong Calls on Voters to Focus on Candidates' Crypto Stances Ahead of Midterm Elections
Brian Armstrong posted on X that the midterm elections are about five weeks away. Cryptocurrency is not a partisan issue, but rather a question of whether the next generation of financial technology will be developed in the United States; he called on voters to learn about candidates' relevant stances before casting their ballots.
September 25, 2026 Economic Calendar: Focus on US, UK, and German Macroeconomic Data
Today's economic calendar features speeches by multiple central bank officials alongside the release of European and U.S. macroeconomic data. Markets will closely watch the UK and German consumer confidence indices, U.S. durable goods orders, and the final University of Michigan Consumer Confidence Index reading.