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Today · 2026-09-15 · Tue

AGENCY: AI EXPENDITURE, CUSTOMS AND ENERGY DOMINATES INFLATION IN THE UNITED STATES

On 27 August, Kevin Gordon, Head of Macro Studies at the Centre for Financial Research, Kashin, stated that, in terms of current inflation drivers, it could be attributed mainly to artificial intelligence spending, tariffs and energy. After the release of the United States PCE data on Wednesday, Gordon stated: “The commodity sector is the area where the latter two factors are most visible, and from it it can be seen how this dynamic has changed over the past few years.” He indicated that in the post-tariff environment, commodity deflation was already rare, especially in the area of durables. Historically, the price of durables has been in deflation for most of the time. “In the service sector, inflation is normal in any period of economic expansion; it is currently `good' inflation, because the industry is resilient and has contributed significantly to GDP growth.”

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Peng is talking about Weeda: the market is already cold about financial data, and follow-up attention should be paid to the duration of Hwang In-hoon's speech as a booster

ON 27 AUGUST, THE CHIEF ECONOMIST OF NEW FIRE GROUP PUBLISHED AN ARTICLE STATING THAT THE LATEST EDITION OF INWEIDA'S FINANCIAL REPORT, ALTHOUGH EXPECTED FOR 15 CONSECUTIVE SEASONS, HAD A CHILLING REACTION TO THE FINANCIAL DATA ITSELF. INDICATORS SUCH AS STOCK PRICES AND OPTIONS VOLATILITY SHOW THAT MARKET INVESTORS ARE NOW " MORE CONCERNED ABOUT THE FUTURE: WHETHER FREE CASH FLOWS IN FUTURE STOCK-POINT HUBS WILL BE SUCCESSFULLY PAID AND HOW LONG WILL AI BE ABLE TO SUSTAIN GROWTH? THESE ISSUES ARE IN FACT MORE WEIGHTY THAN THE SINGLE-QUARTER FINANCIAL PERFORMANCE, SO THAT EVEN IF THIS PERFORMANCE EXCEEDED WALL STREET'S EXPECTATIONS FURTHER, IT WOULD NOT CHANGE THE DENOMINATOR OF THE VALUATION. ACCORDING TO FOWLER, HUANG IN-HOON, IN HIS TELECONFERENCE SPEECH, CLEARLY STATED THAT "THE AAI TURNING POINT HAS ARRIVED" — ESSENTIALLY TO APPEASE THE MARKET, IN ORDER TO STRENGTHEN ITS CONFIDENCE IN THE CHAIN OF AI AND TO EASE ITS CONCERNS ABOUT EXCESSIVE INVESTMENT. INVESTORS SHOULD THEN OBSERVE: "HOW LONG WILL IT TAKE FOR THE MARKET TO ABSORB THIS ROUND OF CONFIDENCE AND TO ABSORB THE EXPECTED RISE IN THE MARKET CAUSED BY THE YELLOW CULT? IF THE MOOD RECEDES QUICKLY, IT SUGGESTS THAT THE TYPICAL MINDSET OF THE CURRENT MARKET IS THAT OF "UNSEEN RABBITS AND HAWKS" AND THAT THE IMPACT OF THE MANUFACTURER ON THE MARKET'S CONFIDENCE AND RESPIRATION OVER AND OVER AND OVER AGAIN IS DIMINISHING, AS WE CAN WELL SEE FROM THE LENGTH OF TIME THAT MARKET VOLATILITY CAN BE SUSTAINED AFTER EACH TELECONFERENCE.”

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CriptoQant Analyst: 60 per cent decrease in unrealized losses of Bitcoin

According to CryptoQuant Analyst Axel Adler Jr., the 90-day realized gains/losses rose to more than one for the first time since the end of July, and the unrealized losses decreased from 18.57 per cent to 7.35 per cent on 16 August, a decrease of about 60 per cent. The current reading is on the balance line, which lasted 241 days under one in the 2022-2023 surrender period and dropped to 0.368 at a minimum。

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Aunt AI: Agent collaboration may be moving from "system capacity" to "model capacity"

According to Aunt AI, chain analyst, Agent collaboration is changing from "system capability" to "model capability". In this context, the division of labour and coordination between Agent may no longer require human design of complex systems, but rather the ability of models to learn on their own. If the strongest models require space-sharing, sufficient running time and computing to be able to divide themselves, share experience and adapt their organization, many of the complex multi-angels may be just a transition tool when the models are not mature. Scientific research is a direct application, and multiple Agents can simultaneously develop assumptions, carry out experiments, exchange results and continue to explore. What is truly irreplaceable may be a shared state, a real experimental environment and an objective scorer. AI works on a long-term basis, auto-scientific research, large-scale parallel operations and demonstrates the ability to collaborate across Agent. If these capabilities are closed, the way AI progresses may no longer be that individual models become smarter, but that multiple AIs work together to create the next generation of AI。

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A revelation from Nvidia financial investors about P/E, PEG, profitability and growth

Nvidia ' s recent financial report showed that the second quarter of the year had collected $9,622 million, more than doubled from the same period last year, surpassing the analyst ' s expectation of $9,217,000. The data centre received $89 billion and the company expects to receive approximately $108 billion for the current quarter. Management expects that, by the fiscal year 2028, the revenue collection will have increased by about 70 per cent, compared to 45 per cent expected on Wall Street. In addition, Salesforce released a financial paper on the same night, receiving $11.35 billion on a quarterly basis and increasing its annual projections. Investors should focus on a number of comparative dimensions in their analysis of the financial statements, including a comparison of the actual results with the expectations implied in the same period last year, the previous quarter, the analytical consensus and the equity price。

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DANISH LEGEND: AGI MAY BE HERE, BUT IT'S STILL HERE

ON 27 AUGUST, DANISH LEGEND DHH, IN AN INTERVIEW, DISCUSSED “THE PRESENCE OF AGI”. IN HIS VIEW, ALTHOUGH AI HAS NOT REACHED THE BROAD AGI, IT HAS SHOWN IMPRESSIVE INTELLIGENCE: TO BE ABLE TO PERFORM LONG AND COMPLEX TASKS, TO OVERLAP, TO DISCOVER AND REPAIR PROBLEMS, AND EVEN TO DISPLAY UNEXPECTED CREATIVITY. AI IS ACCELERATING PROGRAMMING AND SOFTWARE DEVELOPMENT, AND MULTIPLE INTELLIGENT PARALLELS ALLOW FOR SIGNIFICANT EFFICIENCY GAINS。

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Bitcoin multiple-signing hardware wallets Frostsnap fix two security issues, and the team urges the user to update them as soon as possible

On 27 August, the Bitcoin multiple-signed hardware wallet, Frostsnap, released version v. 0.4.0 to repair two security problems and stated that no loss of user funds had been detected. Two of the problems are one (FSA-2026-001): malicious signature requests can mark an output as a "user's wallet" and the equipment does not verify the statement and is not shown on the confirmation screen, which may result in funds being transferred to an address that the user has not seen before; and the other (FSA-2026-002): finding a zero address may go beyond the wallet restoration scan, where the backup is restored and the missing funds are still in the wallet. An updated application will indicate an upgrade of the device ' s solidware and add a new downgrade protection for the solidware. The team recommended that applications and solids be updated as soon as possible。

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BOK SENDS A CAUTIOUS SIGNAL AFTER THE SECOND CONSECUTIVE INCREASE

According to Bloomberg, the Bank of Korea (BOK) sent a cautious signal after a second consecutive hike. The news came from the Insight with Haslinda Amin programme, which provides daily in-depth high-level interviews and analyses aimed at presenting a complete picture of important stories to the audience. The programme invited distinguished leaders from the business, financial, political and cultural fields。

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US CFTC ALERTS TO ENCRYPTION CURRENCY ATM FRAUD. DOLLAR

THE UNITED STATES COMMODITY FUTURES TRADING COMMISSION (CFTC) HAS ANNOUNCED THAT FRAUDSTERS IMPERSONATE GOVERNMENTS, BANKS OR TECHNICIANS TO INDUCE VICTIMS TO TRANSFER FUNDS THROUGH, FOR EXAMPLE, ENCRYPTED CURRENCY ATM. THE FEDERAL BUREAU OF INVESTIGATION (FBI) INTERNET CRIME COMPLAINTS CENTRE (IC3) DATA SHOW THAT FRAUD LOSSES INVOLVING ENCRYPTED CURRENCY ATM EXCEEDED $388 MILLION IN 2025, AN INCREASE OF 58 PER CENT OVER THE PREVIOUS YEAR. ACCORDING TO CFTC, FORMAL AGENCIES WOULD NOT REQUIRE USERS TO TRANSFER ASSETS THROUGH ENCRYPTED CURRENCY ATM, AND RECOMMENDED THAT USERS STOP TRADING AND REPORT TO CFTC OR FBI IC3。

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There's a serious loophole in the core lightning network. Developer alerts users to upgrade

Developers of Core Lightning warned users that they would be advised to upgrade to an upcoming version or a temporary downline node because of serious loopholes. The project has received multiple AI-generated gap reports over the past 10 days, which are being validated by developers. The project initially planned to release the repair patch within a few days, but its recovery strategy subsequently changed and the team indicated that it would maintain the confidentiality of the gap information within two weeks, along with the provision of a signed binary document containing the restoration. Developer Calle stated that users should not be informed of the emergency through the Discord intercept, but should receive official announcements. The project subsequently issued a formal warning to the operator, and the specific nature and gravity of the loophole has not been disclosed。

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CZ on the recruitment logic of Binance: motivation is essential, and remote positions are especially self-driven

On August 27th, the founder of Binance, CZ, said at a meeting of his bookies "Binan Lives" under Hong Kong, "There are many people who would like to ask what the recruitment logic of Binance is, and I am not very much involved in the selection, but I personally believe it is important to take the initiative, after all, that many teleworking positions may be lazy, and that if the staff members themselves do not take the initiative, I will not follow the progress and wait to report to me, so initiative is very important. Instead of waiting for the boss to check his performance."

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When AI started organizing itself: how a single test cheated became 700 Agent attacks

According to Aunt AI, chain analyst, Metr and Redwood research published an independent investigation into the previous "AI angent hacking Hugging Face" incident. The incident began with a cyber-security test, and OpenAI released tens of thousands of delegates to look for software loopholes. Initially, these agents were isolated from each other, but some agents began to try to cheat. An agent found traces of other agents in a software warehouse inside OpenAI, and realized that it was possible to send messages to each other and set up a "message board". In a matter of hours, more than 50 agents found it and eventually about 1,200 angents exchanged over 70,000 messages and documents. The attack escalated rapidly, with several agents working together to study how to defraud the auto-scoring system of the examinations and to obtain unwanted data from the Hugging Face server by uploading malicious data sets。

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The coin-Ann BNB-chain Pasteur hard-wire fork went online on August 25th. TPS tested 2324

The Pasteur hard fork in the BNB chain will be activated on 25 August, with a controlled test of 2324 trades per second. This upgrade will change block processing, cross-chain certification and certifyer governance, with all BSC main node running version 1.7.7 of the client. Pasteur combines the BEP-675, BEP-682 and BEP-695 proposals to address the different parts of the BSC operation. Tests show that the critical path processing time was reduced from 125 ms to 15 ms, and the amount of throughput increased from 1237 TPS to 2324 TPS. BEP-682 changed the way in which BSC validated blocks in cross-chain transfers to ensure that the certificationer ' s signature was checked before receiving information from other chains。

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PHILIPPINE STOCK EXCHANGE: LESS BROKERS UNDER SEC CAPITAL REPLENISHMENT SCHEME

In an interview with Bloomberg's Insight with Haslinda Amin, Ramon Monzon, President and Chief Executive Officer of the Philippine Stock Exchange (PSE), stated that the SEC's capital replenishment scheme had led to a reduction in the number of brokers. He discussed expectations for enhanced market liquidity, capital mobilization and prospects for major IPOs, including GCash and PLDT data centre units。

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Agency: Jackson Hall meeting focused on the long-term policy direction of the Fed

On 27 August, Ajith Nair, Chief Investment Officer of Isso Investment Management, stated that the Jackson Hall Seminar might not focus too much on immediate policy decisions, but rather on the long-term direction of monetary policy, central bank policy thinking and its impact on investors. “Although the market is naturally interested in interest rates, this year it is even more interesting to note that for the first time in its capacity as the Fed's Chairman, Walsh presented Jackson Hall, and what his vision for the future development of the Fed might reveal.” Nair notes that one of the most noteworthy changes under the leadership of Walsh is that he seems to wish to reduce the market's reliance on the Fed's forecast of the policy path, which may be further reinforced by this Jackson Hall meeting。

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