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Weekend Key News: Middle East Conflict Escalates, France Consolidates Gold Reserves, and Multiple Macroeconomic Data Releases

Tensions rise following an oil tanker attack near Iran's Hormuz Island in the Middle East, as France completes the repatriation of its gold reserves. South Korea's H1 export value hits a record high, while China's August logistics demand remains in expansion territory.

September 4, 2026: Key Focus on Non-Farm Payrolls and Federal Reserve Officials' Speeches

On Friday, September 4, 2026, US August nonfarm payrolls, unemployment rate, and wage data will be released. On the same day, multiple Federal Reserve officials and the Bank of England Governor will speak, while eurozone retail sales data will also be published concurrently.

Bitget US Stock Tokens Surpass 1.2 Million Monthly Trades in August, AUM Reaches $200 Million

According to Odaily, the latest data from Bitget shows that the platform's stock token rToken has surpassed $200 million in Assets Under Management (AUM). In terms of trading activity, cumulative rToken trades reached 1.2 million in August, with the number of active traders growing 20% month-over-month and weekend trading volume share rising 8% compared to the previous month.As reported, rTokens—identified by the letter "r" followed by the stock ticker (e.g., rNVDA for Nvidia)—are issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with compliant brokerage Alpaca, rTokens connect directly to global liquidity pools such as Nasdaq and the New York Stock Exchange. Key features include: 1:1 reserve backing of underlying assets held by licensed custodians, stock dividends distributed 1:1 in token form, synchronized corporate actions such as stock splits and reverse splits, and the ability to use holdings as joint margin for Unified Account and USDT-margined contracts—allowing users to hold global equity assets while still managing capital flexibly.

Goldman Sachs: Communacopia Conference Preview, Five Key Semiconductor Debate Themes Focus on the Sustainability of AI Investment

According to Chaoxiang Research, a Goldman Sachs report dated September 1 notes that the Communacopia Tech Conference will be held in San Francisco from September 8 to 11, with 32 global technology companies attending. Ahead of the event, Goldman Sachs released a preview of five major debate themes on semiconductors, with core tensions focusing on the sustainability and constraints of AI infrastructure investment. Goldman Sachs anticipates that the overall tone of participating companies will lean optimistic, highlighting robust spending from hyperscalers and incremental demand for agentic AI.

B.AI Announces Its API Key Now Supports Calling DeepSeek Series Models via Codex

Odaily News, September 2 — B.AI announced that its Responses API now integrates DeepSeek series models. Developers only need to use their B.AI API Key to directly call DeepSeek series models supported by the B.AI platform within the Codex client, seamlessly integrating DeepSeek's powerful reasoning and code generation capabilities into their daily development workflows.Previously, B.AI already supported calling GPT series models via Codex; this integration of the DeepSeek series further enriches developers' model choices within the Codex environment — after completing the minimal configuration of the API Key and Base URL, developers can flexibly switch between DeepSeek and GPT to meet diverse needs such as code generation, understanding, debugging, refactoring, and collaborative development. B.AI will continue to expand its model matrix and API compatibility capabilities, providing global developers with a more open and efficient programming assistance experience.

Key Economic Data and Central Bank Decisions to Watch on September 2, 2026

Markets will closely monitor the release of several macroeconomic data points and interest rate decisions by major central banks today. These include Australia's Q2 GDP, rate decisions from the Reserve Bank of New Zealand and the Bank of Canada, as well as key U.S. indicators such as employment data, factory orders, and EIA crude oil inventories.

Sparrow Wallet Releases Version 2.5.4, AI-Assisted Code Review Fixes Multiple Security Vulnerabilities

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: Realio Platform Signing Key Compromised, Approximately 127.9 Million RIO Tokens Transferred

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.

Bitget Stock Spot (rToken) Adds rDJT and rPURR

Bitget has added two new stock spot rTokens: rDJT (Trump Media & Technology Group) and rPURR (Hyperliquid Strategies). As of now, the Bitget platform supports a total of 695 rTokens. Identified by an "r" prefix followed by the stock ticker (e.g., rNVDA for Nvidia), rTokens are issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with the regulated brokerage Alpaca, they connect directly to global liquidity pools including Nasdaq and the NYSE. Key features include underlying assets backed 1:1 and held by licensed custodians, stock dividends distributed 1:1 in token form, synchronous mapping of corporate actions (such as stock splits and consolidations), and the eligibility of holdings to serve as joint margin for unified accounts and USDT-margined contracts, enabling users to hold global stock assets while maintaining flexible fund management.

B.AI API is now compatible with Codex, supporting GPT series model calls

Odaily News, August 26 - B.AI announced that its API is now fully compatible with the OpenAI Responses API. Developers only need to use a B.AI API Key to complete the Base URL configuration, allowing them to directly call GPT series models supported by B.AI within the Codex development environment, seamlessly integrating cutting-edge large model capabilities into their daily coding workflows. This means that whether it's code generation, logical understanding, intelligent debugging, architectural refactoring, or team development collaboration, developers can access real-time intelligent assistance from GPT series models in the Codex environment, comprehensively covering various scenario needs from individual development to team collaboration.B.AI remains committed to lowering the barrier to entry for top-tier AI capabilities, offering developers around the world an efficient and convenient programming assistance experience through more open ecosystem compatibility and more flexible invocation methods, helping developers better focus on creation itself.

Bernstein: Humanoid Robot Payback Period Falls Below 2.5 Years in Four Key Scenarios, 2031 Shipments Seen at 1 Million Units

According to Chaowang Research, Bernstein’s August 25 research report indicates that in four key scenarios—city patrol, warehouse palletizing, factory material handling and inspection, and last-mile delivery—the payback period for patrols has already dropped below two years. The payback periods for warehouse and factory scenarios are approximately 2.7 years in the U.S., while China’s factory scenario stands at 6.7 years. To reach the 2.5-year threshold for accelerated adoption, robot prices in China must fall by 30% to 50%, and in the U.S. by 5% to 40%. Bernstein projects that global annual shipments of humanoid robots will reach one million units by 2031, with these four scenarios contributing roughly 50%. Bernstein notes that, drawing on lessons from the electric vehicle and lithium-ion battery sectors, costs typically decline by 15% to 18% with each doubling of production volume, indicating that price will not pose a long-term barrier. The deployable market across these four scenarios amounts to approximately 10 million units in China and 1.2 million in the U.S. The report recommends tracking market leaders along three dimensions: actual commercial sales growth trajectories, performance enhancement trajectories, and the trend of moving closer to the center of the industrial ecosystem. Once payback periods dip below 2.5 years, procurement decisions will shift from “whether to try” to “why not buy.”

Canadian Prime Minister Carney Says Trump Wants to Use Negotiations to Destroy Its Key Industries

Canadian Prime Minister Carney publicly stated that US President Trump intends to destroy Canada's key industries under the negotiating terms he has set. This remark points directly to an escalation in bilateral trade friction between the United States and Canada.

Analysis: Bitcoin Breaks Above $72K, Dollar Weakness and Fed Liquidity Expectations Become Key to Outlook

Odaily News - Bitcoin extended its gains on Wednesday and climbed above $72,000 on Thursday, reaching its highest level since June 1.Market analysis suggests that the recent rally is primarily driven by easing pressure in the U.S. Treasury market. The White House's earlier signals of support for Treasury market stability alleviated investor concerns over bond market volatility. However, the longer-term trajectory still depends on changes in Federal Reserve liquidity policy.Analyst Pedro Fontes noted that if the world's largest debt market requires policy support to maintain stable operation, it would further strengthen demand for assets that are scarce, predictable, and not reliant on government debt expansion—characteristics that Bitcoin aligns with. Meanwhile, the U.S. dollar index fell 0.88% to 98.77 yesterday, hitting a fresh low since May.Strive Founder and CEO Matt Cole stated that the dollar index has been in a long-term "structural downtrend," and a weaker dollar could create a more favorable investment environment for assets like Bitcoin. Markets will continue to monitor the White House's further remarks on the bond market, shifts in geopolitical conditions, and U.S. initial jobless claims data today, as these factors could influence Treasury yields and market liquidity expectations. (CoinDesk)

Standard Chartered Bullish on Bitcoin Hitting $100,000 by Year-End: U.S. Treasury Expanding Bond Buybacks Could Be Key Catalyst

Odaily News – Geoff Kendrick, Head of Digital Assets Research at Standard Chartered Bank, stated that Bitcoin (BTC) could rise to $100,000 by the end of 2026 as the U.S. Treasury expands liquidity support for the long-term bond market.In a recent client report, Kendrick noted that Bitcoin's current key technical resistance level is $65,500. If the price breaks through this level, it could signal that the cyclical low for this market cycle has already formed. He suggested investors begin positioning for a Bitcoin rally to $100,000 by year-end. Kendrick stated that beyond the four-year cycle pattern for Bitcoin, which suggests the market may be nearing a bottom, the U.S. Treasury's recent announcement to expand long-term bond buybacks is also a significant catalyst.The U.S. Treasury plans to raise the cap on buyback operations for 10- to 20-year and 20- to 30-year Treasury bonds from $2 billion to at least $4 billion per operation. The expanded program is scheduled to be implemented from September 9 to November 4. Following the announcement, yields on long-term U.S. Treasuries notably declined, easing the pressure that the significant sell-off in the bond market had placed on financial markets.Kendrick believes the Treasury's expanded bond buybacks represent a "favorable environment for Bitcoin," as Bitcoin has previously benefited multiple times from government liquidity interventions, while its fixed supply mechanism gives it properties that hedge against currency debasement. In the market, Bitcoin rose over 6% on Wednesday, briefly approaching $69,000, marking its highest level since early June. Kendrick has previously been repeatedly bullish on Bitcoin's long-term trajectory, arguing that as global fiscal pressures increase and monetary policy trends toward easing, Bitcoin may enter a new long-term upward cycle. (Cointelegraph)

Nansen: Q2 Starknet daily average transaction volume ~239,000, with STRK20 and strkBTC driving ecosystem upgrades

Odaily News: Blockchain data analytics platform Nansen released its "Starknet H1 2026 Report," stating that in the first half of 2026, Starknet completed its strategic transformation from a high-performance Layer 2 network to a "privacy-preserving execution layer." The launch of the STRK20 privacy framework and the Bitcoin asset strkBTC became the ecosystem's most significant upgrades.The report notes that as an Ethereum-based ZK-Rollup network, Starknet generates STARK proofs off-chain and verifies them on-chain, achieving high throughput and low transaction costs. Its smart contracts use the Cairo language, specifically designed for verifiable computation, and support native account abstraction functionality.In the first half of this year, Starknet launched the v0.14.2 upgrade, introducing the SNIP-36 protocol to lay the technical foundation for private transactions. This upgrade allows the network to directly verify off-chain execution proofs, enabling confidential state transitions without exposing account balances or counterparty information. Additionally, SNIP-37 adjusted the network's economic model, increasing storage costs while lowering base gas fees to optimize incentives for long-term state growth.In terms of privacy applications, Starknet launched the STRK20 privacy framework, which allows users to convert any ERC-20 asset into encrypted balances and conduct private transfers, trades, and DeFi interactions. The system is built on zero-knowledge proof technology and implements compliant auditing through an encrypted viewing key mechanism, protecting user privacy while supporting targeted information disclosure in regulatory scenarios.On-chain data shows that in Q2 2026, Starknet recorded an average daily transaction volume of approximately 239,000 and an average of about 50,000 daily active addresses. During the period, a total of 22.5 million transactions were completed, involving approximately 71,000 users. Among these, DEX aggregator AVNU contributed roughly 14 million transactions, accounting for 62.2% of total volume; gaming infrastructure Cartridge contributed 6.57 million transactions, with the two combined accounting for approximately 91% of transaction activity.

Bybit Releases H1 2026 Security Report: Intercepts Over $700M in Potential Losses, Achieves 100% On-Chain Monitoring

Odaily News  Bybit today released its H1 2026 Risk and Security Report. Following the security incident in February 2025, Bybit has comprehensively upgraded its security architecture, transitioning toward a new defense model characterized by earlier detection, faster response, and continuous adaptation. Key highlights from the report are as follows:User Fund Protection: In H1, over 30,000 suspicious withdrawals were intercepted, protecting nearly 20,000 users from potential losses exceeding $700 million. The average initial review time was just 4.7 minutes (with 95% completed within 10 minutes).100% On-Chain Monitoring: Monitoring covers all business-related on-chain activities (including listed tokens, ecosystem contracts, and hot/cold wallets). In H1, 10 security incidents involving listed token projects were handled with zero platform losses; of these, responses to 8 incidents were faster than other major exchanges, and 2 attacks were detected before the project teams themselves. Additionally, approximately $212 million in potentially fraudulent on-chain funds was identified, and over 10,000 malicious addresses were blacklisted.AI-Driven Security Operations: More than 100,000 security alerts were processed. AI-assisted audits identified critical vulnerabilities at an efficiency 3-5 times that of manual efforts; the automated red team platform reduced the time from asset discovery to initial testing to within 24 hours (compared to weeks with traditional manual methods), and the cycle from security assessment to testing was shortened from two weeks to two hours.Accountability and Asset Recovery: In collaboration with law enforcement agencies and blockchain intelligence firms, stolen assets are being traced, and legal action has been taken against North Korea and the Lazarus Group to hold them accountable and recover funds.David Zong, Head of Risk Control and Security at Bybit Group, stated: "The cybersecurity arms race has entered the era of 'minute-level' response. Leveraging AI to strengthen risk control capabilities and ensuring the security of AI systems themselves is our top priority, but critical security decisions remain centered on human judgment."

White House Crypto Advisor Patrick Witt: Remains "Optimistic and Bullish" on Clarity Act Passage

According to Odaily, Patrick Witt, the White House's chief crypto advisor, stated that despite ongoing controversies surrounding stablecoin yields and conflicts of interest involving Trump's crypto holdings, he remains optimistic that the Clarity Act will ultimately become law.Speaking at the SALT annual conference in Wyoming on Tuesday, Witt noted that lawmakers are currently in the August recess and are expected to return to Washington in mid-September. Senate Majority Leader John Thune has scheduled a procedural vote on the bill for September 15.Witt said the White House will sit down with Democrats to discuss points of disagreement and work to secure solid votes by September 15. He expressed that he is "genuinely optimistic and bullish" on the bill.The Clarity Act, spanning over 600 pages, aims to establish a comprehensive federal regulatory framework for the U.S. crypto industry, but has faced multiple setbacks over the past few months. Key disputes currently include how to treat stablecoin yields, as well as Democratic concerns over conflicts of interest involving Trump and his family's crypto business ventures.Overall, the September 15 vote will be a critical juncture for whether the Clarity Act can continue to advance. While the White House is attempting to send positive signals, the bill still requires bipartisan support, particularly in reaching compromises on issues such as stablecoins, ethics provisions, and regulatory division of labor.

Ripple Chief Legal Officer: September 15 Will Be a Key Indicator for the Future of the Clarity Act

Odaily News, Ripple Chief Legal Officer Stuart Alderoty stated that September 15 will be a key date for determining whether the U.S. "Clarity Act" crypto market structure bill can continue to advance.Alderoty said at the Wyoming Blockchain Symposium 2026 that the Senate will hold its first procedural motion on September 15, namely whether to enter deliberation. The motion requires 60 votes of support to open the door for the bill's subsequent progress. He noted that this day will serve as a "barometer" for judging whether the Clarity Act can still move forward in Congress.Alderoty also serves as Chairman of the National Crypto Association. He stated that even if market structure legislation hits a roadblock, both the SEC and CFTC have publicly stated that they will continue to advance crypto regulatory rulemaking.He believes that the two regulatory agencies' closer coordination in recent times is a positive signal. In the past, the SEC and CFTC did not always work collaboratively, but now both sides are engaging in closer cooperation around crypto asset regulation.However, Alderoty emphasized that what the industry most hopes to see remains congressional legislation, because legislation is more stable than mere regulatory rules and harder to overturn. He stated that regardless of the outcome, the U.S. will see crypto regulation; the difference lies in whether the framework is established through a more enduring congressional bill or advanced by regulators acting alone.

Cosmos Ecosystem Wallet Cosmostation Announces Discontinuation of Wallet Services

According to the official announcement from Cosmostation Wallet, the team has announced that it will officially discontinue Cosmostation Wallet services. Starting from September 1, 2026, the iOS, Android, and Chrome extension versions will retain only the "Export Mnemonic Phrase" and "Export Private Key" functions, while the remaining functions will be taken offline sequentially. As this wallet is a non-custodial wallet, user assets remain stored on their respective blockchains; holding the mnemonic phrase or private key allows users to import the wallet into other compatible wallets to continue using it. The official team strongly advises users to complete secure backups of private keys or mnemonic phrases before September 1.

Bitget Adds 25 Stock Spot rTokens Including HP, Ralph Lauren, and Dow Chemical

Odaily News, according to official announcements, Bitget has added 25 stock spot rTokens including rHPQ (HP), rRL (Ralph Lauren), rBAP (Credicorp), rCTSH (Cognizant), rDOW (Dow Chemical), covering multiple sectors such as finance, consumer, and utilities. To date, the Bitget platform supports a total of 660 tokenized US stocks.It is reported that rTokens, identified by the letter r + stock ticker (e.g., rNVDA for Nvidia), are issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with compliant broker Alpaca, they provide direct access to global liquidity pools including Nasdaq and NYSE. Key features include: 1:1 reserve backing of underlying assets held by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronized corporate actions (such as stock splits and reverse splits), and holdings can be used as joint margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage their capital while holding global stock assets.