Odaily News: UBS strategists pointed out that Meta's new consumer-facing AI agent Muse has gained widespread popularity, signaling that product demand across the entire AI supply chain will grow accordingly. They stated that the successful launch of Muse demonstrates that AI companies have other ways to generate revenue beyond selling technology to large enterprises. The strategists added that increasingly fierce competition in the AI product space will further drive demand for computing power and AI infrastructure, benefiting leading companies in the high-quality semiconductor and hardware industries. (Jinshi)
Odaily News: BNB's market cap is approximately $104.95 billion, surpassing Bank of New York Mellon's approximately $104.41 billion, currently ranking 249th globally by asset market cap; Bank of New York Mellon ranks 251st.
Odaily reports that Bernstein expects prediction market annual trading volume to reach $10 trillion by 2035, with an estimated $410 billion in 2026. Crypto, equities, and commodities trading volume is expected to surpass sports-related trading before 2035, accounting for 49% of total trading volume. (The Block)
According to Gate data, the US dollar fell to 157.0 against the Japanese yen (USDJPY), currently at 156.939, down 0.2% in 24 hours.
Odaily News: A senior Iranian official revealed that Iran has told the Trump administration that if the United States accepts Iran's demands, including lifting the military blockade on Iranian ports, Iran will open the blocked Strait of Hormuz "within seven days." Iran plans to use this proposal as a basis for consultations with mediating countries during the United Nations General Assembly in New York.
According to Iranian government officials, if the United States, in addition to lifting the port blockade, also indicates that it will stop military operations around the strait, Iran will agree to open the strait as soon as possible. Rezaei, Secretary-General of Iran's Supreme National Security Council, said on the 19th of this month that resuming negotiations with the United States requires the US side to accept 7 conditions, including lifting the port blockade and unfreezing Iranian assets. (Kyodo News)
Odaily News: According to monitoring by on-chain analyst Yu Jin, this trader opened BTC and ETH long positions at the end of August at prices of $78,672 for BTC and $2,469 for ETH. At noon today, they closed a 1,000 BTC long position at a price of $87,142, corresponding to a value of $87.14 million; they currently still hold 400 BTC and 50,000 ETH long positions, worth approximately $170 million, with unrealized profit of $15.57 million.
Odaily News: According to MSX.COM data, US crypto stocks are trading lower in pre-market, including:
CEA Industries (BNC): $6.30, down 4.11%;
Sharplink (SBET): $9.71, down 2.71%;
Strategy (MSTR): $163.40, down 3.03%;
Coinbase Global (COIN): $195.55, down 2.74%;
Circle (CRCL): $91.33, down 3.34%;
Robinhood Markets (HOOD): $120.40, down 2.35%.
According to an official announcement, Bybit has listed Pons (PONS) for spot trading.
Odaily reports that glassnode posted on X platform stating that the altcoin cycle signal has shifted from Bitcoin dominance to altseason. During the first rally in August, altcoins remained relatively flat despite Bitcoin price volatility; today's rally has driven the overall altcoin market upward.
According to Gate data, gold (XAUUSD) has fallen to $4,300/oz, currently trading at $4,299.76/oz, down 1.1% in 24 hours.
According to on-chain analyst Ai Yi, influenced by Robinhood, ARB has risen over 126% in the past month. A new address accumulated 24.01 million ARB 4 hours ago, worth $5.295 million, with an average withdrawal price of $0.2204.
Odaily News: A whale dormant for over 14 years accumulated 600 bitcoins at prices between $7.58 and $8.09, and transferred them all out at 15:22:20 Beijing time today.
Odaily Report: Bonk Guy's total token holdings value previously peaked at approximately $27.59 million on September 6, and currently stands at around $16.6 million. Additionally, its top three spot holdings are PONS, USELESS, and MARSCOIN.


