Shield: The KiloEx Attacker Tagged Address has returned approximately 1.4 million USDT to KiloEx

U.S. nonfarm payrolls rose by 162,000 in August, far exceeding the market consensus forecast of 55,000, marking the largest gain since March, while the unemployment rate held steady at 4.1%. Following the data release, market pricing pushed the probability of a 25-basis-point rate hike by the Federal Reserve in September to around 60%. UBS noted that for investment portfolios, it is more critical to consider whether rate hikes stem from economic strength or inflationary pressures than the hikes themselves. The Swiss bank remains bullish on global equities, advising investors to buy the dips amid volatility while earnings outlooks stay robust, and favoring themes including AI, power and resources, and longevity. On bonds, UBS no longer recommends locking in yields on short- and medium-term bonds as cash substitutes, but views rising yields on high-quality long-term bonds as an allocation opportunity. The bank added that tightening policy amid a strong economy could extend the U.S. dollar’s bull cycle via capital inflows and relative economic performance, advising investors to reduce excess dollar positions when the currency strengthens. Gold may face near-term pressure from rising real interest rates and a stronger U.S. dollar, but remains a long-term hedge and diversification tool; investors can wait for a pullback in gold prices to build positions. (Jinshi)

Bitcoin treasury firm Metaplanet CEO Simon Gerovich issued a statement addressing controversies over the company’s executive compensation plan and its ties with shareholder MMXX Ventures, admitting the firm failed to sufficiently explain the 10th new share subscription rights incentive plan and MMXX’s organizational structure. He noted that he is a significant but non-controlling shareholder of MMXX’s parent company and did not participate in the parent’s transaction decisions. The incentive plan was launched in December 2022, with an incentive pool equal to 20% of Metaplanet’s fully diluted share capital. After the company shifted to a Bitcoin treasury strategy in April 2024, each new stock issuance to purchase BTC diluted existing shareholders while expanding the subscription rights available to Gerovich. In August, Metaplanet fixed the incentive pool at 319.464 million shares and imposed a five-year lock-up period, but did not restore the pool’s size to its level at the time of the Bitcoin strategy’s launch. On August 28, Gerovich exercised 92,000 subscription rights to acquire 64 million new shares, bringing his total holdings to 79.5875 million shares, or roughly 6.2% of the company’s total share capital. Some shareholders still demand disclosure of MMXX’s owners and the cancellation of the additional 273 million share incentive quota. Metaplanet’s stock dropped 7% on Monday, with its year-to-date decline reaching 43%, while the Nikkei 225 index rose 31% over the same period.

Beating AI Express News: A supply chain source revealed that in response to soaring overall costs, Intel (INTC.O) PC CPUs have gradually raised prices over the past year, with a planned additional 10% increase in early October. Against the backdrop of a projected slight decline in the PC end-market in 2027, Intel still chose to hike CPU prices, clearly prioritizing gross margin expansion over the previous practice of slashing prices to capture market share. Supply chain analysts noted that if Intel sets low gross margins as a key threshold for product retention, some products will inevitably be forced to exit. Once this demand is freed up, it may create opportunities for Arm-based players including MediaTek and Qualcomm to enter the market. Especially in the IPC, edge computing, and IoT sectors, Arm SoCs boast advantages of high integration and low power consumption.

Renowned crypto trader Killa said in a recent post that while he dislikes the vast majority of altcoins and even believes 99.9% of projects will eventually go to zero, selective participation is worth it as long as there are profit opportunities in the market. He noted that historically, one of the favorable periods to allocate to altcoins is when Bitcoin starts forming a bottom and begins a gradual rally. Killa pointed out that during the last cycle, when Bitcoin rallied from $16,000 to $74,000, many altcoins saw gains of 300% to 500%. However, after Bitcoin began significantly outperforming the market and its market dominance rose further, many altcoins started to plunge sharply. He believes that if his assessment is correct and Bitcoin has now formed a cyclical bottom, many altcoins may have also completed bottoming at low levels, meaning there is significant upside potential for selectively allocating to quality assets ahead of the actual bull market expansion phase. Killa revealed that he previously bought SOL at $76, and the position is now up roughly 50% from entry. His previously disclosed entry price for HYPE spot and long positions was $51.55, with subsequent gains of around 70%. He also recently shared a swing long position in ASTER, and expects this position to deliver upside of at least 50% to 100%. “Altcoins may have already bottomed out in advance, while the real rally has not yet started. Now is the time for selective allocation,” he said. He added that different altcoins will likely rally in rotation going forward, and he will continue holding his previously disclosed positions in SOL, ASTER, and HYPE, while looking for more worthy assets to allocate to.

Bitcoin fell in low-liquidity conditions on Monday, dropping nearly 2% intraday, falling back below the $80,000 threshold again and erasing almost all of its gains from the weekend when it first broke above that level. This comes after Bitcoin notched its first weekly close above $80,000 since May. Due to the U.S. Labor Day holiday, U.S. stock markets were closed, reducing market liquidity and leading to thinner order books, amplifying the risk of short-term price swings. Data from CoinGlass shows that long and short liquidations in the crypto market over the past 24 hours were relatively balanced, with total liquidations amounting to around $178 million. Currently, near-term market liquidity is concentrated at two key levels: $80,500 and $78,800. QCP Capital noted that market volatility has continued to contract recently, with traders waiting for new external catalysts. U.S. inflation data set to be released this Thursday and Friday could be a key factor influencing the market’s direction and further shaping expectations for the Federal Reserve’s interest rate hike path. Despite Bitcoin’s recent sideways consolidation, analysts are still highlighting its resilience. Ryan Lee, chief analyst at Bitget, stated that Bitcoin’s ability to hold its high range—even amid stronger-than-expected U.S. jobs data, which typically boosts U.S. Treasury yields and the dollar and pressures risk assets—shows the market is not viewing potential Fed rate hikes as the sole determinant of current price action. Additionally, inflows into U.S. spot Bitcoin ETFs remain a key market focus, with net inflows hitting around $730 million in a single day earlier, marking the highest daily inflow since January this year.

Insight: Beating AI News Flash — OpenAI Chief Scientist Jakub Pachocki warned that artificial intelligence is advancing too rapidly, growing increasingly difficult for humans to understand and control, stating that "extreme caution is needed now." He noted that AI models can already operate computers, collaborate with humans and other AIs, and conduct research, and that in the near future, they may achieve "recursive self-improvement" without human intervention. Pachocki expressed concern that no one is prepared for the consequences of the continuous rapid advancement of machine intelligence. Developers can align AI more closely with human interests, or slow down future research and development (R&D) if necessary. He anticipates and hopes that "voluntary slowdowns" in R&D by AI labs will become the norm before the industry establishes common safety standards. OpenAI has currently adopted a limited rollout approach for GPT-6 Astra due to its advanced cybersecurity capabilities.