Tencent Holdings surges over 6%: AI assistant Muse validates consumer-grade AI agents, and institutions are bullish on Tencent's "small and micro" ecosystem moat.

According to EmberCN’s monitoring, Garrett Jin, the agent of the self-proclaimed "BTC OG Insider Whale", closed 500 Bitcoin short positions 10 minutes ago, generating $80,000 in profits. The address opened a 3x leveraged short position at an average price of $85,994 in the early hours, and just closed it at an average of $85,831. Last night, Garrett Jin had closed $112 million worth of Bitcoin long positions, netting $8.38 million in gains.

According to monitoring by TradingBeats, cross-platform trader TwoEyes (Twitter handle: @two_gifts_) added a new short position of 5,514.8 STRC contracts, with a notional transaction value of roughly $545,000. His total short position rose from 10,100 to 15,600 contracts, a roughly 54.6% increase. The position’s notional value stands at around $1.5447 million, with an unrealized loss of approximately $7,232. On Polymarket, TwoEyes still holds around 16,800 Yes contracts for the prediction market event “Strategy will be removed from the MSCI Index by year-end”. His average entry cost corresponds to an implied probability of 79.16%, while the market probability at the time of the snapshot was 84.5%. The position is valued at roughly $14,200, with an unrealized profit of about $899. No changes to this prediction position have been observed in the past 24 hours. TwoEyes has made multiple Strategy-related prediction trades previously. Based on aggregated closed trade records, he has participated in 16 markets related to this theme, with 13 wins and 3 losses, translating to a win rate of roughly 81.3% and cumulative realized profit of around $165,500. Hyperliquid address: 0xf3dcaeb909d3d17318c0908a1ec0ca31321e1672 Previous report: Prediction market trader "TwoEyes" opened on-chain short positions and increased short holdings of 1.4 million BTC and Strategy-related assets.

According to Coinglass data, as Bitcoin continues to rise and spot ETF inflows persist, the total net assets of U.S. Bitcoin spot ETFs have rebounded above $100 billion, now at $103 billion.

Recent job postings from Apple and Google both cover stablecoins, tokenized deposits, and blockchain technology, indicating the two companies are expanding their talent reserves in the digital asset space. Apple is hiring a Head of Financial Product Strategy for Apple Pay in New York, responsible for evaluating strategies, business models, and partnership opportunities for products like Apple Card and Apple Cash. The job description lists "stablecoins, tokenized deposits, and blockchain technology" as preferred qualifications, though the posting does not indicate Apple plans to integrate stablecoins into Apple Pay or Apple Cash. Google Cloud, meanwhile, is hiring a Chief Architect for the Web3 industry in Hong Kong, tasked with serving blockchain foundations, institutional exchanges, digital asset custodians, real-world asset (RWA) tokenized financial institutions, and decentralized application (DApp) developers across the Asia-Pacific region. The job requirements include familiarity with stablecoin payment systems, tokenized deposits, custodial systems, blockchain validators, and smart contracts, among other related areas. To date, neither company has announced new stablecoin or blockchain products.

U.S. Securities and Exchange Commission (SEC) Crypto Working Group Chief Counsel Taylor Lindman stated that the first tokenized stock trading platforms based on the SEC’s "innovation exemption" could begin preparations and submit relevant notifications as early as the fourth quarter of 2026. In an interview with *Crypto In America*, Lindman noted that relevant companies are expected to release operational plan notices in the coming months, with the first applications possibly emerging "sometime next quarter". Last week, the SEC introduced a 5-year conditional exemption allowing eligible platforms to trade tokenized U.S. stocks on public blockchains via automated market makers (AMMs) and liquidity pools. Lindman added that these platforms are closer to "on-chain finance" than pure decentralized finance (DeFi), as they still require clear operating entities to bear compliance responsibilities. SEC Commissioner Hester Peirce said current caps on the number of tradable stocks and trading volumes are sufficient to support commercial operations rather than just technical testing; if the limits become a growth barrier in the future, the SEC can adjust them. Furthermore, the exemption requires platforms to provide relevant listed companies with a 30-day objection period before offering tokenized versions of their stocks issued by third parties. Peirce expressed her expectation that issuers as a whole will maintain strong interest in the tokenized stock market.

According to HTX market data, AVAX has recently rallied strongly alongside Bitcoin, surging from roughly $7.5 to above $11 over the past week, marking a 50% cumulative gain, hitting an 8-month high, with trading volume expanding in tandem. On the news front, Avalanche is set to roll out the Helicon mainnet upgrade on September 22, which will slash the minimum staking lock-up period from 14 days to 48 hours, introduce auto-renewing staking, and raise validator uptime requirements—measures expected to enhance capital flexibility and staking efficiency. Meanwhile, the market continues to price in its institutional tokenization narrative: ICE and Ava Labs are collaborating on 24/7 trading infrastructure for tokenized U.S. stocks, ETFs and other assets; New York Life Investment Management plans to launch a tokenized U.S. high-yield corporate bond fund on Avalanche via Centrifuge. Institutional moves from Paxos, Aave and Janus Henderson have further boosted market expectations for the Avalanche ecosystem’s compliance and real-world asset (RWA) applications.