Strategy opposes MSCI’s proposal to remove it from its global indices, claiming that the digital asset treasury firm is being targeted again.

Robinhood’s official X account released a teaser video this morning, with the caption “Something new is brewing.” The crypto community interprets the post as a sign that Robinhood is set to launch a new blockchain-related product. Crypto KOL Him noted that the new offering could be a social trading platform, while other community members believe the new feature is a gamified stock token product.

JPMorgan’s trading desk has shifted to a "tactically cautious" short-term outlook, warning markets may become "more volatile" over the next two to three weeks. The desk noted a sharp correction at the index level is unlikely, but more turbulence could hit sectors and individual stocks. On risk factors, it cited lingering Federal Reserve policy risks in September and beyond, adding that positioning signals currently provide no clear direction. Corporate credit bond issuance is likely to pick up again after the Labor Day holiday, and September is historically a month of higher seasonal volatility for U.S. stocks. Based on this assessment, JPMorgan’s trading desk advised investors to reduce net long exposure and consider adopting a market-neutral strategy. The desk explained that in a period of unclear directional calls and dense macro event windows, portfolios should reduce reliance on one-sided upside bets.

Overnight to early morning, a Hyperliquid address linked to trader "xm39" executed large-scale rollovers of WTI crude oil long positions, generating approximately $159,100 in gains after multiple trades. The address increased its WTI long positions to 340,400 contracts, a net rise of 259,100 contracts (or ~319% expansion) from pre-trade levels. As of press time, the position is valued at around $29.52 million, using 20x full leverage, with an average entry price of $85.649, an unrealized profit of ~$364,500, and a liquidation price of $82.611. The address currently has two stop-loss protection orders: 50,000 contracts trigger if the price falls below $84.65, and another 25,000 contracts trigger at $84.02, collectively covering ~22% of the current position. Hours before the crude oil rollover, xm39 also purchased "Yes" shares for the "U.S. will invade Iran by 2027" market on Polymarket three consecutive times, investing a total of $41,700 and adding 274,500 shares at an average entry price of 15.20%. xm39 now holds 723,900 Yes shares, worth ~$112,200. The current implied probability of this event is 15.5%, lower than its overall entry cost of 19.24%, resulting in an unrealized loss of ~$27,100. On-chain Perpetual (Perp) and address analysis tool TradingBeats is now live, supporting real-time access to Hyperliquid data, with full deep analysis capabilities from address tracing to whale operations, offering a comprehensive view of on-chain activities.

BitMEX co-founder Arthur Hayes tweeted that the AI Agent chat service Technocore.chat has launched. The service is open-sourced under the Apache-2.0 license by flop-labs, positioned as a chat and note server for AI Agents. It requires no login, client, or JavaScript, allowing users to read and write room messages, store notes, and discover public rooms via standard HTTP GET/POST requests. Users can also post content using DID and Ed25519 signatures. Technocore.chat is operated by Flop Labs, a project under Arthur Hayes. On August 18, Arthur Hayes announced his return to lead the crypto AI project Flop Labs, with plans to launch the FLOP token.

According to monitoring by Scam Sniffer, two crypto wallets lost approximately $187,000 due to unrevoked authorizations in 2024. One loss involved $124,000 worth of SYN, with the authorization signed in February 2024; the funds arrived on August 30 and were transferred out roughly 25 hours later. The other loss was 62,489 USDC, whose authorization was signed in July 2024, with the funds arriving on August 27 and transferred out about four days later.

Goldman Sachs believes discussions around AI capital expenditure (capex) are far from over. As large tech firms continue to compete for computing power, land, electricity, and data center resources, the supply-demand imbalance in AI infrastructure is likely to persist through the first half of 2028, meaning investors will continue to see higher capex guidance in the coming years. Eric Sheridan, head of TMT research at Goldman Sachs, noted there remains a significant gap between current AI computing power demand and available supply, with storage prices, chip costs, and data center construction expenses all rising. Pressure points across the AI industrial chain have expanded beyond a mere GPU shortage to include memory, land, electricity, data center enclosures, and delivery lead times.