Garrett Jin continues to reduce his ZEC short positions, still facing an unrealized loss of over $19 million.

ENA Treasury Company’s StablecoinX has appointed Christopher Jensen as Chief Executive Officer, with the appointment effective immediately. Jensen will also join the company’s board of directors. In his new role, he will oversee day-to-day operations for three core business lines: infrastructure services, infrastructure software, and distribution services, as well as StablecoinX’s fund management strategy. The company currently holds approximately 3.03 billion ENA tokens, representing around 20% of the total ENA supply, making it the largest corporate holder of Ethena’s governance token.

Bitmine Chairman Tom Lee stated that as we enter the final month of Q3 2026, ETH was the top-performing macro asset this quarter as of last Friday, outperforming the S&P 500 by 5,430 basis points (54.3 percentage points). In fact, since June 30, the three best-performing assets have been ETH, BTC, and SOL respectively. Given that crypto assets have delivered significant excess returns over other macro assets in Q3 this year, this lays the groundwork for institutional investors to further increase their crypto holdings. As we enter the final months of 2026, we see multiple positive catalysts in the market, including the expected vote on the CLARITY Act scheduled for mid-September. Additionally, South Korean investors have resumed buying crypto assets, shifting from AI stocks to the crypto market. The four-year crypto cycle will bottom in the coming weeks. These factors will pave the way for our expectation that institutional investors will massively participate in crypto asset purchases in the final months of 2026, especially driven by the development of tokenization and agent AI. During crypto bull markets, the ETH/BTC ratio typically rises, mainly due to Ethereum’s growing adoption relative to Bitcoin. Previous cycles were driven by distinct narratives: ICOs from 2017 to 2018, NFTs from 2020 to 2021, and stablecoins in 2025. In the upcoming crypto market cycle, the ETH/BTC ratio is projected to continue rising, fueled by Wall Street’s asset tokenization on blockchains and the use of blockchains by agent AI.

Bitmine increased its Ethereum holdings by 28,086 ETH last week, marking 66 consecutive weeks of weekly additions. As of September 7, 2026, its total Ethereum holdings stood at 5,929,198.

According to Fortune, artificial intelligence startup Sapien has closed a new funding round led by Ali Partovi of Neo, with the company’s valuation reaching $180 million. Founded in October 2024, Sapien initially focused on financial planning and analysis (FP&A) software and is now expanding into a broader range of financial and operational analytics. It leverages AI to help businesses identify key operational factors impacting revenue, profit margins, and cash flow, and its current clients include Bayer, Carlex, Cooper Standard, Blink Charging, and Westgate Resorts.

According to GMGN data, the BSC ecosystem meme coin 4Stock has dropped below $30 million in market capitalization, halving in value following CZ's retweet of a related BNC post. The top profit-making trader spent a total of $7,614 to build their position and is currently continuously reducing holdings to lock in gains. They still hold $196,300 worth of tokens, having sold $237,000 worth of tokens and transferred out $39,800 worth of tokens, for total profits exceeding $450,000. Note: 4Stock originated from the "stock meme" narrative launched by Four.meme. It first rolled out underlying assets for 4Stock linked to stock holdings, then allowed the community to issue meme coins using these assets as a liquidity pool. BNC4 is the first 4Stock coin-stock pair, pegged 1:1 to BNC stock of the corresponding BNB treasury company, with the meme coin "4Stock" tied to the BNC4 pool.

Strive CEO Matt Cole disclosed that the company added 1,375 Bitcoin (BTC) at an average price of $79,281 per coin, totaling approximately $109 million, bringing its total Bitcoin holdings to 24,531 coins.