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Today · 2026-09-14 · Mon

Analyst: Walsh's speech mainly affected the long-term debt return rate

ON FRIDAY, 28 AUGUST, AT THE EARLY DRIVE, THE UNITED STATES STOCK FORWARDS WERE UNDIRECTED. INVESTORS ARE WAITING FOR A VERY INTERESTING SPEECH FROM FEDERAL RESERVE CHAIRMAN WALSH, WHILE INVESTORS IN SCIENCE AND TECHNOLOGY BEGAN TO PROFIT FROM THE RISE IN THE NVDA.O THE DAY BEFORE. “THE CORE PCE DATA RELEASED THIS WEEK SEND A VERY CLEAR MESSAGE THAT INFLATION IS ACTUALLY STRONGER THAN WE EXPECTED.” IF THIS YEAR'S DATA ARE TAKEN TOGETHER, SOME POLICY ACTION MUST BE CONSIDERED AS SOON AS POSSIBLE.” HISTORICALLY, THE STATEMENT MADE BY THE CHAIRMAN OF THE FEDERAL RESERVE IN JACKSON HALL WAS NOT AN IMPORTANT CATALYST FOR LARGE STOCK MARKET VOLATILITY. SINCE 2000, WITHOUT A LARGER SHIFT IN MONETARY POLICY, THE AVERAGE DECLINE OF THE STANDARD 500 INDEX IN THE WEEK FOLLOWING THE JACKSON HOLE CONFERENCE WAS ONLY 0.4 PER CENT. TOLSTEN SLOC, CHIEF ECONOMIST OF APOLLO MANAGEMENT, PREDICTED THAT WALSH WOULD NOT PROVIDE FORWARD-LOOKING POLICY GUIDANCE ON FRIDAY, BUT THAT THERE COULD BE A CHANGE IN THE RATE OF RETURN OVER THE LONG TERM. IN A REPORT, HE WROTE: “WHATEVER HE TALKS ABOUT POLICY FRAMEWORKS AND ECONOMICS, AND IN PARTICULAR HOW HE VIEWS INFLATION, UNEMPLOYMENT AND NEUTRAL INTEREST RATES, CAN DRIVE CHANGE IN THE RATE OF RETURN AT THE LONG END.” KIM XIAN

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TRUMP'S GOVERNMENT IS GOING TO DEVELOP NEW RULES TO LIMIT REMOTE ACCESS TO U.S. ADVANCED AI CHIPS

According to The Information, the Trump Government is working on a regulation of artificial intelligence chips aimed at limiting remote access to United States advanced AI resources. The team within the United States Department of Commerce is developing alternatives to limit access by geopolitical competitors to advanced AI chips by remote means, such as cloud computing. The rule is in the development stage and specific restrictions are not yet clear。

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The United States Securities and Exchange Commission has instituted proceedings against 38 entities for false declarations

ON 28 AUGUST, THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION CHARGED 38 ENTITIES WITH MAKING MATERIAL MISREPRESENTATIONS IN THE ADV FORM BETWEEN 2025 AND 2026, IN AN ATTEMPT TO PACKAGE THEMSELVES AS LEGAL CONSULTING FIRMS FOR AMERICAN INVESTORS. ACCORDING TO THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION, SOME ENTITIES ARE LOCATED OVERSEAS, USING AN OFF-SHORE IP ADDRESS TO CONNECT TO THE FILING SYSTEM, AND FILE FALSE OFFICE ADDRESSES, INVALID TELEPHONE CALLS AND UNVERIFIABLE OWNERSHIP AND FUND AUDIT INFORMATION, AND SOME WEBSITES DISPLAY FALSE REGISTRATION CERTIFICATES. THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION HAS INITIATED PROCEEDINGS IN THE FEDERAL DISTRICT COURT OF COLORADO SEEKING A PERMANENT INJUNCTION, A RESTRAINING ORDER FOR THE DECLARATION OF CONDUCT BY ITS CONSULTANT FOR THE SUBMISSION OF AN EXEMPTION REPORT AND A CIVIL FINE, AND HAS REMOVED THE RELEVANT DECLARATIONS FROM THE NETWORK OF OFFICIALS OF THE 38 ENTITIES。

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Robinhood Chain Launch reveals four major encryption trends

At a recent White House summit, Robinhood CEO Vlad Tenev noted that the introduction of the Robinhood chain marked the formation of four major encryption trends that are reshaping the way wealth is owned, acquired and stored. As the price of digital assets rises, market commentary tends to focus on short-term fluctuations, but deeper structural changes are occurring in the chain. Tenev stressed that broad ownership of assets was essential to a free and prosperous society and that the Robinhood chain was a practice of that principle. The innovative mechanisms of the chain, which allow users to automatically acquire decentralized tokenized shares by holding a single token, have greatly broadened the diversity of the portfolio. Moreover, with the rise of the stable currency, the currency is evolving in two phases, the first through the storage and transfer of the value of the stable currency and the second through a rapid shift to a more robust currency form。

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THE US SEC BROUGHT CIVIL ACTION AGAINST 38 ENCRYPTED ENTITIES

Wu stated that it had been informed that the United States Securities and Exchange Commission (SEC) had instituted civil proceedings against 38 entities for material misrepresentation in the Form ADV document submitted between 2025 and 2026, in order to package itself as a legitimate United States investment adviser and attract diaspora investors. The accused included a number of entities involved in encryption operations, including Criptoorbit, FTAExchange, Pinacle Cripto Exchange, Quantum Financial Institute, RBH Infinity Exchange. The EC has removed the relevant ERA declarations from the 38 entities mentioned above and has sought a permanent ban and civil fines。

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Principal Adviser to the League: Hope for Federal Reserve Chairman Walsh to focus on long-term structural issues

“FOR THE FIRST JACKSON HALL KEYNOTE SPEECH IN HER TENURE, FEDERAL RESERVE CHAIRMAN WALSH IS ABOUT TO BE DELIVERED. AT THIS IMPORTANT TIME, HE FACES A DELICATE CHALLENGE: HOW TO RESPOND TO THE HIGH AND DIVERSE EXPECTATIONS OF MARKETS AND COMMUNITIES. ON THE ONE HAND, IT WAS HOPED THAT HE WOULD CONTINUE THE TRADITION OF SUCCESSIVE FED PRESIDENTS AND, WHILE PROVIDING FORWARD-LOOKING GUIDANCE, ELABORATE ON HIS CURRENT POLICY RESPONSE MECHANISM, NAMELY, HOW THE FED WOULD MAKE POLICY DECISIONS IN THE FACE OF ECONOMIC DATA AND CHANGING CIRCUMSTANCES. ON THE OTHER HAND, THERE WAS A DESIRE TO RETURN TO THE INITIAL LONG-TERM STRATEGIC POSITIONING OF THIS UNIQUE MEETING. THIS MEANS THAT, IN THE CONTEXT OF SCIENCE, TECHNOLOGY, INNOVATION AND GEO-ECONOMIC CO-MOBILIZATION OF DEEP STRUCTURAL CHANGE, MORE ATTENTION IS BEING PAID TO THE GROWING AND INCREASINGLY COMPLEX DOMESTIC ECONOMIC AND POLICY ISSUES IN THE UNITED STATES. BALANCING THESE TWO EXPECTATIONS IS NOT EASY. NOT ONLY IS THIS BALANCE DIFFICULT TO GRASP, IT IS ALSO ALMOST DOOMED TO FAIL TO SATISFY EVERYONE. AT THE SAME TIME, POLICY FACTORS OUTSIDE THE FED FURTHER COMPLICATED DECISION-MAKING. HOWEVER, IT IS ALSO BOUND TO PROVIDE AN IMPORTANT WINDOW FOR THE MARKET TO UNDERSTAND THE POLICY PHILOSOPHY AND LEADERSHIP STYLE OF THE NEW FED CHAIRMAN. PERSONALLY, I WOULD PREFER HIS SPEECH TO FOCUS MORE ON LONG-TERM STRUCTURAL ISSUES, ESPECIALLY AS THERE IS STILL A CLEAR DISAGREEMENT WITHIN FOMC.”

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Deutsche Bank: Jovosh suggests a new inflation target for the dollar will be under pressure

On Friday, 28 August, the United States dollar stood close to the main currency by a week's high, and investors were watching the Federal Reserve Chairman Walsh's forthcoming address at the Jackson Hole Global Central Bank annual meeting. As inflation in the United States continues to exceed the target of 2 per cent, traders are now valuing the Federal Reserve’s expected interest rate increase of at least once this year, with a range of 25 basis points, which also underpins the performance of the dollar in recent trading days. Markets generally wanted more information on monetary policy and initiatives by the United States Treasury Department to lower long-term financing costs, as the bond market had been more volatile in the recent past, from a speech by Walsh. However, the analysts felt that, given the continuing reluctance of Walsh to provide clear forward-looking guidance, he would be more likely to provide an update on the progress of the five special working groups on the operations of the Federal Reserve that he had established in his early years in office. Volkmar Baur, a foreign exchange and bulk commodity analyst at the German commercial bank, stated in his report that Walsh had repeatedly emphasized in recent weeks that the Fed’s inflation target of 2 per cent was unshakeable, but that he had never explicitly mentioned the PCE price index in that context. In his view, the Fed might at least be considering different inflation measures. He indicated that if Walsh released a similar signal, it could weaken the market ' s expectations of further interest rates and be interpreted by the market as a dove signal, so that the United States dollar could be under pressure. Kim Xian

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The slow fog safety team discovered a malicious GitHub warehouse that impersonated a qwen 3.8 model

Wu stated that the slow fog safety team had disclosed the discovery of a GitHub warehouse, which was a local quantitative model of qwen 3.8 27b, with a nominal model of 16 GB, but only about 487 KB was actually downloaded, containing a disguise document, a Luajit interpreter and a confusing lua script. The slow fog stressed that the qwen official project had not been invaded. The malware program, when run, collects host data, intercepts screens and sends them to the attacker C2 when the hard-coded server fails, and also reads the backup C2 address from the Polygon chain, so that the attacker can rotate infrastructure through the chain. Follow-up loads can steal browser login information, cookies, historical records, mailboxes, winsp, steam vouchers, and wallet-related documents and extension data. The slow fog also found at least 23 GitHub warehouses and 29 similar compressor packages using the same lua delivery chain。

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THE DEX OF THE FIRST EIGHT LASTING CONTRACTS OVER THE LAST 30 DAYS IS ABOUT $423 BILLION

As at 28 August, according to cryptonank, the combined transaction volume of DEX for the first eight durable contracts over the past 30 days was approximately $423 billion, an increase of 9.1 per cent over the previous 30 days. Of this, Hyperliquid, which was the largest trade volume of approximately $24.8 billion, accounted for about 58 per cent, with a 21 per cent increase in Aster and Lighter of about $50 billion and $37.8 billion, respectively, over the same period. The Hyperliquid, Aster and Lighter platforms together accounted for about 79 per cent of the top eight perp DEX transactions。

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Stripe and Advent abandoned PayPal for over $50 billion

On 28 August, according to information from sources quoted by Bloomberg, a consortium of private equity companies Advent and Stripe, the payment processor, had decided to abandon the acquisition of PayPal HoldingsInc., a pioneer in financial technology, a potential transaction that could have been one of the largest leverage acquisitions in history. According to sources, the group no longer promotes the purchase of PayPal. According to prior sources, the consortium had offered more than $50 billion. The person concerned requested anonymity because the information had not yet been made public。

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