Key is a low-cost, high-speed decentralized blockchain that supports mobile phone mining.
According to Chaoxiang Research, a Bernstein report dated August 31, 2026, notes that Meta is poised to surpass Google Search for the first time in Q4 2026, becoming the world’s largest single ad platform. By mid-2024, market expectations for 2026 Google Search ad revenue growth were just 8%, but have since been revised upward to 16%, while Meta’s have increased from 12% to 26%. Year-over-year growth for the digital advertising basket in H1 2026 hit 21%, far exceeding the 6% recorded in 2022. AI is driving simultaneous growth in both ad pricing and impression volumes, a rare combination achieved by both Meta and Google Search. Yet, digital advertising equities have underperformed across the board this year, whereas e-commerce stocks have significantly outperformed. E-commerce firms have reaped the same AI-driven advertising tailwinds but at a fraction of the cost, sidestepping the massive AI capital expenditure burden and associated valuation discounts. Bernstein has assigned an Overweight rating to Meta, Pinterest, and Amazon, with respective target prices of $800, $28, and $320. Key risks include whether AI investments can sustain growth momentum and potential deceleration in the advertising market.
According to on-chain analyst Willy Woo (@willywoo), approximately 5% of the global population currently holds BTC, surpassing the 4.5% who hold gold and the 4% who hold the S&P 500. Woo noted that if BTC adoption remains at 5%, it is merely a conventional financial asset; however, if it rises to 50%, it could enable a separation between currency and the state.
According to Chaoxiang Research, Goldman Sachs' research report dated August 24, 2026, indicates that cryptocurrency trading volume fell 30% in July and 21% in August, declining for 10 consecutive months, a duration that exceeded the median of the previous five cycles. Trading volume in this cycle has dropped 75% from its peak, while cryptocurrency market capitalization rebounded 21% over the past week. Goldman Sachs suggests a turning point in trading volume may emerge if market cap remains at current levels. On the regulatory front, 35% of institutional investors cite regulatory uncertainty as the biggest hurdle, while 32% identify regulatory clarity as the primary catalyst. The SEC recently proposed an innovation exemption framework. In 2026, over 10 additional digital asset companies received bank charters from the OCC, and more than 15 crypto firms have already been incorporated into the federal banking system. Crypto companies reduced expenses by an average of approximately 5% in 2026, lifting operating margins by roughly 5.8 percentage points. Goldman Sachs remains cautiously optimistic for the second half of the year, with sector valuations currently positioned at the 30th percentile over a five-year period. Key recommendations include COIN (target price $196), HOOD ($124), IBKR ($114, featured on Goldman Sachs' Conviction List US), and FIGR ($43). The investment logic diverges across the three sectors: traditional brokerages are poised for a September reversal, prediction markets are driven by the election cycle, and crypto equities benefit from a triple catalyst of market cap recovery, cost reductions, and regulatory reform.
According to Trend Research, Goldman Sachs' August 21, 2026 research report notes that the MSCI Asia Pacific ex Japan Index (MXAPJ) posted Q2 net profit growth of 135% year-over-year and 52% quarter-over-quarter, with 46% of companies beating expectations and a median surprise of 4.3%. The information technology sector led the gains, with earnings up 390% YoY. The current MXAPJ forward P/E ratio stands at 11x, two standard deviations below its 10-year average, placing it in a deeply discounted range. Goldman Sachs has set a 12-month target price of 1,080 points, implying a 21% upside from the current level of 891 points, with an expected total return including dividends of approximately 24%. Goldman Sachs believes earnings resilience will drive valuation repair, recommending overweight positions in capital goods, healthcare, energy, tech hardware and semiconductors, and insurance, while suggesting underweights in autos, software & services, internet, utilities, and metals & mining. Key trading recommendations include going long on portfolios that outperform earnings revisions (launched in July 2021, with a cumulative return of 334%) and going long on AI infrastructure hardware and semiconductors (launched in June 2023, with a cumulative return of 63%). MSCI will adjust its index benchmarks on August 31, triggering approximately $42 billion in two-way capital flows across Asian markets, which could amplify volatility toward the end of the month. Downside risks to monitor include rising long-end US Treasury yields, escalating geopolitical tensions, and the pace of China’s economic recovery.
HTX DeepThink columnist and HTX Research analyst Chloe (@ChloeTalk1) pointed out in her analysis that the core contradiction in the current macro market has shifted from "when the Fed will cut rates" to "whether the Fed needs to raise rates again." Warsh attempted to reduce the impact of single-month data on policy, but since his policy framework has not been fully understood by the market, July and August inflation data have instead become the key variables determining September policy expectations. If core CPI remains at 0.2% or below, the market will re-trade inflation decline and policy pause; if it consecutively exceeds expectations, the Fed will face a binary choice of "raise rates or lose credibility."
Odaily News - Investment firm Bernstein recently released a report assigning different ratings to two major Bitcoin miners transitioning to AI infrastructure: maintaining an "Outperform" rating on CleanSpark with a price target of $24, and initiating coverage on MARA Holdings with a "Market-Perform" rating and a price target of $17.Bernstein analysts stated that the core reason for the valuation divergence between the two companies lies in their differing progress in executing AI infrastructure transitions. CleanSpark has already signed an anchor tenant agreement for an AI data center and commenced construction, while MARA is still awaiting its first commercial AI contract.Regarding CleanSpark, the company previously announced the signing of a 20-year triple-net lease agreement with a global high-investment-grade technology firm, covering 175MW of IT capacity at its Sandersville, Georgia project. The agreement also includes exclusive cooperation arrangements for CleanSpark's total 885MW asset portfolio in Texas. Bernstein believes that CleanSpark's collaboration with tenant-designated engineering and construction contractors helps mitigate risks associated with its first large-scale AI infrastructure deployment. The first data center hall is expected to become operational in the fourth quarter of 2027.In contrast, Bernstein's assessment of MARA is more cautious. Analysts pointed out that the first commercial AI contract will serve as a key catalyst for a re-rating of MARA's stock, noting that company management previously indicated expectations of signing at least two AI lease agreements by the end of this year. (The Block)
Odaily reports: The U.S. Senate failed to pass a key procedural vote on the Digital Asset Market Clarity Act, leaving the bill's future uncertain. The bill aims to clarify the division of regulatory authority over the crypto market between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).The two parties failed to reach agreement on ethics provisions that would restrict the crypto business ties of the President and senior government officials. Disagreements over stablecoin yield, decentralized finance risks, and the bill's text, combined with the approaching midterm elections, are all affecting the bill's advancement. (CoinDesk)
Fetch.ai officially announced that it was hacked, with attackers breaching the system via stolen signing keys and transferring funds to withdrawal wallets. An on-chain attack analysis report tracing the complete path from the key leak to the attacker's withdrawal has been published on the ASI:One platform. Currently, Fetch.ai has collaborated with SingularityNET to disable the affected wallets and related contracts. The investigation is ongoing, and updates will be provided continuously.
SEC Chairman Paul S. Atkins issued a statement today announcing that an "innovation exemption" will provide a temporary, conditional regulatory exemption for on-chain trading of certain tokenized NMS stocks. However, Chairman Atkins indicated that the exemption requires meeting four key conditions: First, qualifying tokenized securities venues (TSVs) must be U.S. entities and comply with the economic and trade sanctions rules of the U.S. Office of Foreign Assets Control (OFAC); Second, a permissioned access model must be implemented, allowing only qualified participants to trade tokenized NMS stocks; Third, trading of synthetic tokenized stocks is prohibited; relevant tokenized stocks must be tokenized by the underlying stock issuer or an unaffiliated third party, and holders must enjoy the same rights as traditional securities, including dividend and voting rights; Fourth, issuers retain the right to object to and block the trading of their securities on TSVs, and the anti-fraud and anti-manipulation provisions under federal securities law remain fully applicable to related securities activities.
Markets widely expect the Federal Reserve to raise interest rates by 25 basis points this month. Key highlights of the meeting include voting splits, adjustments to the dot plot, and guidance on the inflation trajectory and future policy from Chair Warsh's press conference.
According to Bitfinex Alpha, Bitcoin broke below the key support level of $77,100 on September 15, closing at $75,702 with a daily decline of 3.2%, marking its third consecutive closing lower after breaking through the recent range bottom. On that day, US spot Bitcoin ETFs recorded a net outflow of $450.4 million, with Fidelity FBTC seeing an outflow of $214.8 million and BlackRock IBIT recording an outflow of $161.7 million, accounting for 84% of total outflows. This marks the 14th-largest single-day net outflow in 2026. The downturn was driven by multiple factors: the failure of the CLARITY Act to advance, the 10-year US Treasury yield rising to 5% (for the first time since 2023), accelerated selling by short-term holders (exchange inflows surged sharply from 19,400 BTC to 33,100 BTC, of which 23,200 BTC were acquired at a loss), and foreign demand dropping to a historic low during the 20-year US Treasury auction. From a technical standpoint, BTC has fallen below the market average value of $76,500 and Strategy's average holding price of $75,412, leaving the average holder currently underwater. If the downtrend continues, key support levels below are $73,500 (cost basis for 3-6 month holders) and $71,300 (realized price for short-term holders). A rebound requires reclaiming $77,100 backed by significant spot trading volume.
According to Crypto in America, the U.S. Senate will hold a key procedural vote on the Clarity Act today (September 15) at 2:15 p.m., which requires 60 votes to advance to formal debate. At the Democrats' request, Republicans have made 126 substantive amendments to the bill, covering ethics provisions, protections for software developers, and a "circuit breaker" mechanism for stablecoin deposits, designating it as the "final, best and final" version.
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
Analyst Darkfost states that the cost basis for Bitcoin's short-term holders (STH) has confirmed crossing above that of active long-term holders (LTH), sending a bull market confirmation signal historically observed for the fifth time. Active long-term holders refer to coin supplies transferred at least once over the past seven years, a definition designed to exclude long-dormant balances. Currently, over 3.5 million bitcoins held for more than ten years remain dormant, with this supply segment growing by an average of approximately 8,000 to 30,000 coins per month. Darkfost believes current market momentum is shifting positively, partially driven by capital inflows into exchange-traded funds (ETFs), although the possibility of this signal failing remains.
Fetch.ai officially announced that it was hacked, with attackers breaching the system via stolen signing keys and transferring funds to withdrawal wallets. An on-chain attack analysis report tracing the complete path from the key leak to the attacker's withdrawal has been published on the ASI:One platform. Currently, Fetch.ai has collaborated with SingularityNET to disable the affected wallets and related contracts. The investigation is ongoing, and updates will be provided continuously.
According to Bitfinex Alpha, Bitcoin broke below the key support level of $77,100 on September 15, closing at $75,702 with a daily decline of 3.2%, marking its third consecutive closing lower after breaking through the recent range bottom. On that day, US spot Bitcoin ETFs recorded a net outflow of $450.4 million, with Fidelity FBTC seeing an outflow of $214.8 million and BlackRock IBIT recording an outflow of $161.7 million, accounting for 84% of total outflows. This marks the 14th-largest single-day net outflow in 2026. The downturn was driven by multiple factors: the failure of the CLARITY Act to advance, the 10-year US Treasury yield rising to 5% (for the first time since 2023), accelerated selling by short-term holders (exchange inflows surged sharply from 19,400 BTC to 33,100 BTC, of which 23,200 BTC were acquired at a loss), and foreign demand dropping to a historic low during the 20-year US Treasury auction. From a technical standpoint, BTC has fallen below the market average value of $76,500 and Strategy's average holding price of $75,412, leaving the average holder currently underwater. If the downtrend continues, key support levels below are $73,500 (cost basis for 3-6 month holders) and $71,300 (realized price for short-term holders). A rebound requires reclaiming $77,100 backed by significant spot trading volume.
Odaily News – In the latest weekly report, Garrett Jin, agent for the “1011 Insider Whale,” stated that despite oil prices rising to around $95 this week, the 10-year U.S. Treasury yield breaking above 4.8%, and market expectations for a September Fed rate hike climbing to approximately 70%, Bitcoin has held its key support at $76,600 and has since recovered to above $77,000.Garrett noted that the $75,000 to $80,000 range has formed a substantial new cost basis, providing firmer support for the market. If Bitcoin closes above $82,500 on the daily chart and subsequently holds around $80,000 during a pullback, it would signal that the market is absorbing selling pressure and gearing up for further strength. Conversely, if the daily close falls below $76,600—accompanied by weakness in at least two of the following metrics: ETF flows, Coinbase premium, and 7-day net realized profit/loss—it would constitute a clearer downside warning.On the capital front, U.S. spot Bitcoin ETFs saw net inflows of approximately $3.5 billion in August, but September opened with two-way flows, recording net outflows of around $237 million on Tuesday. Garrett believes that Bitcoin holding key support amid heightened macro rate pressures suggests recent spot demand is not entirely driven by short-squeeze dynamics. He maintains a constructive outlook for Bitcoin's performance toward year-end, though he notes that future trajectory will depend on whether U.S. Treasury yields can halt their sustained upward trend.
According to on-chain analyst Willy Woo (@willywoo), approximately 5% of the global population currently holds BTC, surpassing the 4.5% who hold gold and the 4% who hold the S&P 500. Woo noted that if BTC adoption remains at 5%, it is merely a conventional financial asset; however, if it rises to 50%, it could enable a separation between currency and the state.
According to Scam Sniffer (@realScamSniffer), Duelbits' hot wallets on Ethereum, BSC, and Tron are suspected of having leaked private keys, with approximately $4.2 million in assets flowing to newly created addresses. The transferred assets include 836 ETH, 1.62 million USDT, 97,000 USDC, 209 BNB, and 192,000 TRX, with most of them already converted to ETH. The hacker's EVM address is 0xa77e24fe29d16e051e487ef4ea7b056cb05aef76.
Fetch.ai officially announced that it was hacked, with attackers breaching the system via stolen signing keys and transferring funds to withdrawal wallets. An on-chain attack analysis report tracing the complete path from the key leak to the attacker's withdrawal has been published on the ASI:One platform. Currently, Fetch.ai has collaborated with SingularityNET to disable the affected wallets and related contracts. The investigation is ongoing, and updates will be provided continuously.
Odaily reports: Bitcoin News posted on X platform that Bitcoin Core developer Niklas Gögge warned that recent AI-driven vulnerability scanning is changing the Bitcoin security landscape. Large language models have significantly reduced the cost of vulnerability discovery, and attackers may be able to find catastrophic vulnerabilities with only a few hundred dollars in computing costs. For Bitcoin Core, Project Loupe, Bitcoin Red Team, and individual contributors have generated over 1,000 reports, but so far no high-risk or critical vulnerabilities have been found. Gögge stated that relying on stronger models to find vulnerabilities before attackers do is not a sustainable security strategy. Developers should build testing infrastructure through automated testing, fuzzing, and property-based testing that can prevent entire classes of vulnerabilities in advance. Key components of Bitcoin Core have cumulatively completed over 100 years of CPU fuzzing and decades of Bitcoin node network simulation.
According to an announcement from the official Liquid Network X account (@Liquid_BTC), a suspected whitehat hacker withdrew approximately 4,000 BTC worth around $320 million from a Liquid Federation wallet using a SideSwap PAK (Peg-out Authorization Key). The official statement indicated that the key itself was not leaked, and the Blockstream team is attempting to contact the party through on-chain signed messages. Following the incident, exchanges have paused or are about to pause LBTC deposit and withdrawal services. Bridge nodes have been temporarily shut down, and the Liquid sidechain is currently suspended, unable to submit new transactions. Officials emphasized that other Liquid assets such as USDT, DePix, and RWA remain unaffected by this incident, while Federation members are actively working to resolve the issue to restore normal network operations as soon as possible.
According to Decrypt, privacy-focused Bitcoin wallet Sparrow Wallet released version 2.5.4 on August 28. Developer Craig Raw stated that the update was driven by an AI-assisted code review, with the majority of fixes originating from it. This review was prompted by the recent seed generation code vulnerability exploit affecting Coldcard, as well as the release of unrestricted AI models in China, which has significantly enhanced vulnerability scanning capabilities across large codebases. Key updates include: validating the authenticity of transactions returned by Electrum servers, enforcing stricter BitBox02 hardware wallet security requirements (firmware v9.4.0 or higher required), patching local DNS leaks, and masking sensitive credentials in debug logs. Raw noted that there are no indications of any exploits being leveraged, user funds remain secure, and he still advises all users to update at their earliest convenience.
GoPlus Security released a security alert stating that on August 25, realio[.]fund, a project under Realio Network, was attacked. The attacker took control of the platform's signing system and moved treasury and custody wallet assets across Ethereum, BNB Chain, Algorand, Stellar, and the Realio native chain. A total of approximately 127.9 million RIO tokens worth around $6.2 million were affected, with the attacker having cashed out approximately $317,000 so far.
According to Bitcoin News on X, EntropyLab has released the first candidate version v1.0.0rc1 of its self-contained Bitcoin key and wallet calculator. The application runs as a single HTML file, requires no network connection, and does not generate entropy on its own; users can provide their own entropy to compute keys and wallets in a fully offline environment.The tool supports multisig, PSBT, BIP-85, Silent Payments, vanity addresses, watch-only wallet export, and randomness analysis. This version is reproducible and can be verified through signatures from 4 independent signers; the team recommends that users download and verify the file before transferring it to an air-gapped computer. The official v1.0.0 release is still pending completion of candidate version testing.
Liquid Network has officially released an ecosystem progress update. It is currently undergoing an independent external security audit of Elements v23.3.4 to provide additional security verification. Meanwhile, the Liquid Consortium is coordinating updates to the Emergency Key (PAK) list, including replacing existing entries, and ensuring all peg-out keys are securely stored in cold storage. These measures aim to restore fund peg-out functionality while maintaining security, and the team expects to announce further progress on the restoration operations in the near future.
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
US Senate Democrats released a new report accusing Tether (USDT) of failing to effectively block malicious addresses, making it the financial lifeline supporting the sanctioned Iranian regime. The report states that the Iranian government estimated it conducted $2 billion in cryptocurrency transactions through the network last year.
Odaily News: The U.S. Securities and Exchange Commission (SEC)'s Division of Corporation Finance has updated its cryptocurrency FAQ, stating that when a network is already functional, announcing token buybacks does not constitute a commitment to "key managerial efforts."The SEC further stated that maintaining, upgrading, or expanding a functional network, as well as promoting the network's existing functionality or making broad visionary statements that do not involve profits, do not satisfy the relevant conditions of the Howey test.The SEC noted that if a network is not yet functional, an issuer promoting token buybacks as a source of income or returns for holders may still trigger the application of securities laws. (Decrypt)
B.AI announced a major upgrade to its Responses API, now fully compatible with upstream standard protocols. Existing models on the platform can be uniformly accessed via the /v1/responses endpoint, provided the upstream supports the Responses API. Furthermore, any new models from already-integrated vendors added by B.AI will automatically achieve seamless compatibility within the Codex client without requiring additional configuration from developers. This update expands support in the official API full-access tier to include the MiMo, Qwen, and Hunyuan model series, while the Mix and OL Station custom-provider discounted tier now adds support for the OpenAI, Gemini, and Grok model series. By simply completing a minimal configuration of the API Key and Base URL, developers can seamlessly integrate the capabilities of major models into their daily workflows.
According to Bitcoin News on X, EntropyLab has released the first candidate version v1.0.0rc1 of its self-contained Bitcoin key and wallet calculator. The application runs as a single HTML file, requires no network connection, and does not generate entropy on its own; users can provide their own entropy to compute keys and wallets in a fully offline environment.The tool supports multisig, PSBT, BIP-85, Silent Payments, vanity addresses, watch-only wallet export, and randomness analysis. This version is reproducible and can be verified through signatures from 4 independent signers; the team recommends that users download and verify the file before transferring it to an air-gapped computer. The official v1.0.0 release is still pending completion of candidate version testing.
Key macroeconomic data, including China's Manufacturing PMI, the UK GDP final estimate, and the US Core PCE Price Index, will be released on September 30, 2026. The day's calendar also includes German unemployment claims, the EIA crude oil inventory report, and speeches by Fed officials Barkin, Cook, and Goolsbee.
Liquid Network has officially released an ecosystem progress update. It is currently undergoing an independent external security audit of Elements v23.3.4 to provide additional security verification. Meanwhile, the Liquid Consortium is coordinating updates to the Emergency Key (PAK) list, including replacing existing entries, and ensuring all peg-out keys are securely stored in cold storage. These measures aim to restore fund peg-out functionality while maintaining security, and the team expects to announce further progress on the restoration operations in the near future.
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
US Senate Democrats released a new report accusing Tether (USDT) of failing to effectively block malicious addresses, making it the financial lifeline supporting the sanctioned Iranian regime. The report states that the Iranian government estimated it conducted $2 billion in cryptocurrency transactions through the network last year.
Odaily News: The U.S. Securities and Exchange Commission (SEC)'s Division of Corporation Finance has updated its cryptocurrency FAQ, stating that when a network is already functional, announcing token buybacks does not constitute a commitment to "key managerial efforts."The SEC further stated that maintaining, upgrading, or expanding a functional network, as well as promoting the network's existing functionality or making broad visionary statements that do not involve profits, do not satisfy the relevant conditions of the Howey test.The SEC noted that if a network is not yet functional, an issuer promoting token buybacks as a source of income or returns for holders may still trigger the application of securities laws. (Decrypt)