Probability no longer belongs to just a single platform; the aggregation, derivatives, and intelligent execution infrastructure surrounding it are taking shape.

In a market with scarce liquidity, conviction doesn't generate returns—only verifiable cash flow and quantifiable demand do.

Polymarket shows the probability of a Democratic sweep of both chambers has risen to 50%. If it happens, US stocks could fall more than 10%, the AI bubble could pop at any time, and Wall Street is almost completely unprepared for it.

AI 把执行成本压到近乎为零之后，真正稀缺的不再是想法，而是方向感。

Cathie Wood: Bitcoin and Gold Show Diverging Trends, Signaling a "New Economy" Is Gradually Taking Shape.

ASICs are making major inroads into financial reports — the next question is how multi-tens-of-GW demand translates into real revenue.

The nature of this round of rebound is closer to a phased repair of expectations. The Fed has not released any signals about starting a rate-cutting cycle, and the overall monetary policy stance remains tight. Before the August CPI data is released, there is still considerable uncertainty in the direction of overseas markets, with implied volatility at relatively high levels. The risks of short-term volatility and pullbacks should not be underestimated.

半年TradFi交易量狂飙60倍，MEXC抢先卡位真实世界赛道。

The dollar is transforming from a traditional safe-haven anchor into a high-risk AI bet.

OpenAI Releases GPT-6 Astra Model, Claims It May Be Close to Achieving AGI.

On September 2, all three major US stock indices closed higher in tandem. Weaker-than-expected ADP employment data cooled rate hike bets, precious metals strengthened, and mining company HL surged 8.69%. Tonight before the market open, optical communications equipment maker CIEN will report earnings, with market focus on its performance.

GitLab posted Q2 revenue of $286.3 million, up over 21% year-over-year, comprehensively beating expectations, with shares surging 16% after hours. The report shows AI-assisted coding is not replacing DevSecOps but rather fueling demand for code review and compliance, raising the ceiling of its quality assurance foundation.

Broadcom delivered an earnings report that shows "AI accelerating while everything else slows." FY2026 Q3 revenue came in at $29.591 billion with adjusted EPS of $3.32, both beating expectations. AI semiconductor revenue reached $16.7 billion, up 221% year-over-year, now accounting for 56% of total revenue.

PONS generated approximately $4.73 million in single-day trading fees, exceeding the combined total of Hyperliquid, Polymarket, and Fomo.

An "insider" picked by Trump now faces a first major battle where he must, paradoxically, prove he is anything but.

US Treasury yields are again approaching a critical level, becoming a key variable influencing global asset prices. The 10-year Treasury yield has risen to approximately 4.79%, while the 30-year yield is nearing 5.3%. In a high-interest-rate environment, US stock valuations, gold prices, and digital assets all face repricing. This article analyzes the impact of persistently high yields on AI tech stocks, gold, and BTC, drawing on Treasury dynamics, inflation, fiscal pressures, and Fed policy, while highlighting key data to watch ahead of the September FOMC meeting.