Odaily星球日报讯 周一，韩元升至近一年高点。美元维持在数月低点附近，美债回购以及对伊朗制裁带来的不确定性给市场带来了压力。美元走软为亚洲货币提供了一定喘息空间，周一韩元领涨，韩元兑美元一度升至 1,376.5，创下自 2025 年 9 月中旬以来的最强水平。

除了外部因素外，韩国半导体出口激增也助推了韩元走强，并使其得以抵御油价上涨带来的压力。“出口商和企业的美元抛售，加上美元整体走软，似乎为韩元提供了更持续的支撑。”华侨银行外汇策略师 Christopher Wong 表示。(金十）

Odaily News: Barclays利率策略师在报告中表示，美联储主席沃什可能会主张减少美联储对前瞻指引的使用，因为他认为前瞻指引是过去政策失误的一个来源。策略师表示，在 8 月 27 日至 29 日于杰克逊霍尔举行的堪萨斯城联储年度研讨会上，沃什还可能就资产负债表政策提供一些见解。

他们预计，沃什还将强调经济的长期驱动因素，尤其是生产率趋势及其对潜在增长的影响。沃什不太可能提供近期政策指引，但市场将寻求了解 FOMC 计划如何让通胀回到 2%目标的更多信息。如果通胀未能改善，沃什很可能会确认加息仍是可能选项。(金十)

Odaily News: Market data shows that the Hong Kong-listed Southern CSOP 2x Leveraged Samsung Electronics product has fallen over 18%, while the Hong Kong-listed Southern CSOP SK Hynix Daily Leverage (up to 2x) product has dropped over 5%.

Odaily News - The Pakistan Virtual Asset Regulatory Authority (PVARA) has opened its licensing portal. Enterprises that provided virtual asset services on or before March 5 must apply for a No Objection Certificate (NOC) by September 5, or cease operations; continuing to operate without submitting an application after the deadline will constitute a violation of the law.

The new regulations cover exchange, custody, broker-dealer, lending, derivatives, asset management, token issuance, and mining-related services. Service providers may first apply for an NOC, or enter PVARA's regulatory sandbox to test products before applying for a full license.

Licensed institutions must segregate client assets from their own assets, and may not lend or stake customer assets without written consent, while also meeting requirements for governance, market conduct, cybersecurity, operational resilience, and anti-money laundering and counter-terrorism financing measures. PVARA has already issued NOCs to enterprises such as Binance and HTX. (Cointelegraph)

Odaily News - Investment manager Lawrence Lepard, author of The Big Print, stated that even if the CLARITY Act (Digital Asset Market Clarity Act) passes the Senate with 60 votes, stablecoin demand will not be sufficient to improve the current state of the U.S. Treasury market.

He noted that the current stablecoin market cap stands at approximately $255 billion, primarily backed by U.S. Treasuries purchased by Circle and Tether, down from $263 billion in January. The U.S. Treasury needs to roll over more than $8 trillion in debt annually, with stablecoins covering only about 3% of that amount.

In 2025, the share of U.S. debt held by foreign entities has dropped to 32%, down from 57% after the financial crisis. Coinbase Chief Policy Officer Faryar Shirzad stated that dollar-backed stablecoins could convert overseas demand for digital dollars into demand for U.S. Treasuries. (Bitcoin.com News)

According to sources familiar with the matter, the open-source AI platform Hugging Face is exploring the possibility of a sale, with a potential deal valuation of $13 billion or higher. The company is currently working with a bank to assess interest from potential buyers.

Hugging Face was valued at approximately $4.5 billion during its funding round in 2023, with participation from investors including Salesforce, Google, and Nvidia. If this deal proceeds at a $13 billion valuation, it would represent nearly a threefold increase compared to 2023. Hugging Face has not yet responded to this matter. (Business Insider)

1. Robinhood Co-founder: Crypto stock Meme performance exceeds company expectations, becoming an entry point connecting users with real stock tokens;

2. NVIDIA to report earnings after market close this Wednesday, having beaten profit estimates for the past 14 consecutive quarters;

3. Strive CEO: The bear market is over, and the strongest Bitcoin bull run in history may be on the horizon;

4. "10.11 Insider Whale": If the market consolidates further and BTC dominance continues to rise, outlook turns more bullish;

5. Investor perspective: LIT may enter a short squeeze, with potential liquidations totaling 2.5% of circulating supply stacked above;

6. Analysis: PONS ranks 13th in revenue over the past 30 days, with a valuation-to-revenue ratio only about one-tenth of PUMP's;

7. Peter Schiff: AI poses a threat to Bitcoin, not a tailwind;

8. Ray Dalio: Expects U.S. debt to reach $55 trillion to $60 trillion within a decade, recommends allocating a small amount to Bitcoin.

Odaily Planet Daily News: Previously, Pop Mart released its first-half performance data, and Pop Mart founder Wang Ning stated: "The second half of the year will face greater pressure, and we will likely fail to achieve the established 20% annual growth target." After the earnings report was released, Pop Mart's stock once fell nearly 8%. As the company's largest shareholder besides the founder, Duan Yongping faced a barrage of questions and doubts from netizens on social media. When a netizen pointed out that "sales in the Americas, Asia-Pacific, and Europe were weak online (halved year-on-year), dragging down overall performance," Duan Yongping said bluntly: "I don't care about public expectations, only about how the company will fare in the future—otherwise, how would I make money?" He added: "I don't care about short-term things. I looked at the earnings report and thought it was pretty good."

The most intense exchange came from a netizen's joking remark. Mimicking Duan Yongping's tone, the netizen wrote: "Old Duan: Investing in Pop Mart was the biggest mistake of my life. I thought Pop Mart had an extremely strong moat. I forgot it's really just a damn retailer selling fabric dolls." Duan Yongping shot back: "Time to take your meds, isn't it?" (Biandaoshi)

Odaily reported that at last week's Pop Mart 2026 interim results briefing, founder Wang Ning stated: "The first half of 2026 has been a particularly special period for Pop Mart. Despite pressure and challenges, we still delivered a satisfactory performance, achieving over 20% growth in the first half. Our IP matrix and organizational health have improved significantly, new businesses such as the theme park and desserts have exceeded expectations, and the brand's global awareness, favorability, and reputation continue to rise. Management maintains long-term confidence in the Group's future development."

He added, "The challenges this year may be greater than we anticipated, but we are confident in overcoming short-term difficulties. Over the next six months, we will launch a share buyback program of no less than 2 billion yuan and no more than 5 billion yuan, which also demonstrates our growing confidence in the company's long-term development."

Odaily News: Last week, Pop Mart officially released its semi-annual financial report, which showed that the company achieved revenue of RMB 17.17 billion in the first half of the year, a year-on-year increase of 23.8%. Adjusted net profit was RMB 5.16 billion, with a net profit margin of 30% and a gross margin of 69.7%.

Six major IPs—THE MONSTERS, Xingxing Ren (Star Man), CRYBABY, DIMOO, SKULLPANDA, and Hirono Xiaoye—each exceeded RMB 1 billion in revenue, while 11 IPs surpassed RMB 100 million. Classic IPs continue to grow upward, new IPs show strong momentum, and the IP matrix remains rich and diversified: the THE MONSTERS family, home to LABUBU, continues to thrive, leading with revenue of RMB 4.45 billion. Xingxing Ren emerged as the fastest-growing IP, generating RMB 2.65 billion in revenue with a growth rate of 580.6%.

During the reporting period, Pop Mart operated 676 offline stores and 2,827 robot vending machines globally, with cumulative registered members worldwide surpassing 100 million. Revenue in the Chinese market reached RMB 12.2 billion, achieving 47.3% growth. The Asia-Pacific market contributed RMB 2.58 billion, the Americas market RMB 1.89 billion, and Europe and other regions RMB 510 million.

Monitoring by PPP Prediction Market Tool shows that the probability of "Trump will declare a national emergency over election interference by year-end" on Polymarket has risen to 35%, up 15% in 24 hours.

Trump has previously not ruled out declaring a national emergency over election interference and stated that he may take further action if Congress fails to pass relevant voter eligibility legislation. The prediction market currently places roughly a 35% probability on Trump formally declaring a national emergency before year-end. Going forward, attention will focus on Senate legislative progress and statements from the Trump administration. Slightly revised.

This event predicts whether Trump will formally declare a national emergency under the National Emergencies Act on the grounds that U.S. elections or election processes have been interfered with, prior to December 31, 2026. Statements, speeches, social media posts, or executive orders that do not formally declare a national emergency will not be counted.

Join the PPP Signal Push Community to stay ahead and seize the initiative.

Odaily News, according to GMGN data, the Base Meme coin BLUECHIP's market cap has surpassed $6 million, up over 120% intraday, now reporting at $5.3 million.

In terms of narrative, BLUECHIP originates from the early trading experience of Cobie, Head of Coinbase Trading Products. In June 2014, Cobie posted for several consecutive days discussing a token called BlueChip, including its price hitting new highs, order book changes, and plans to continue holding. Recently, these historical posts were rediscovered by the community, sparking a "2014 old meme revival" narrative.

Odaily reminds users that Meme coin prices are highly volatile, and investors should be aware of the risks.

Odaily News: Fasset, a stablecoin digital bank, has reached a valuation of $1 billion. Combined with the $51 million raised in May, the company has raised a total of $119 million this year. Mohammad Raafi Hossain, co-founder and CEO of Fasset, stated that the company's annualized transaction volume has exceeded $40 billion, with operations spanning 125 countries. Revenue over the past year has grown approximately 6-fold year-over-year, and the company has been profitable for 12 consecutive months, though specific revenue and profit figures were not disclosed.

Odaily News: According to Lookonchain monitoring, an address has shorted Bitcoin and Ethereum 14 times over the past 5 days, incurring losses each time, totaling $4.56 million. Now, the address has opened its 15th short position, placing a 40x leveraged short on 300 BTC, valued at $23.13 million.

Odaily News, Strive CEO stated that the crypto market bear market has ended, and the strongest Bitcoin bull run in history may be imminent.

He believes that three forces are converging to create a favorable market environment for Bitcoin that has never been seen before: the long-term weakening of the U.S. dollar, rising demand for scarce assets in the AI era, and the re-strengthening of the BTC/gold ratio.

Odaily News, Robinhood Co-founder Vlad Tenev said on The Iced Coffee Hour podcast that developers on Robinhood's chain have built liquidity pools and protocols the company never initially anticipated, combining Meme coins, mainstream crypto assets, and stock tokens. Meme coins are being used as an "on-ramp" or "incentive mechanism" to connect users with real stock tokens.

Vlad Tenev stated that Robinhood aims to increase the proportion of U.S. households holding stocks from roughly 65% to over 95%, and tokenization will be a key means to achieve this goal, enabling high-quality U.S. stocks and other RWAs to be more conveniently distributed to users globally.