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Goldman Sachs: The impact of AI-related capital expenditure has only just begun, and supply and demand may not balance until the first half of 2028.

1 hours ago

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.

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PeckShield: 50 major hacking incidents hit the crypto industry in August, up 67% month-on-month.

According to PeckShield’s monitoring, 50 major hacking incidents hit the crypto industry in August 2026, a 67% rise from the 30 cases in July, with total losses of roughly $136.3 million—down 49.5% month-over-month. Among these, the Cronos ecosystem lending protocol Tectonic suffered a hack that caused about $74 million in losses, making it the largest single incident of the month and the fourth-largest crypto asset theft case of the year. The attackers only bridged approximately $6 million to Ethereum before Cronos suspended its network, leaving most of the remaining funds stranded on Cronos.

3 minutes ago

Monetary Authority of Singapore launches public consultation on stablecoin regulation.

Monetary Authority of Singapore (MAS) is soliciting public comments on proposed legislative amendments to the Payment Services Act 2019, aiming to establish a stablecoin regulatory framework in Singapore. The regulator is also seeking public feedback on related proposals for additional regulatory requirements, which draw on developments in the stablecoin industry since 2023. The consultation additionally collects input on policy stances including recognition of cross-jurisdictional and offshore-issued stablecoins. The comment deadline is October 16.

3 minutes ago

Robinhood CEO: Robinhood Banking's assets have topped $4 billion.

Robinhood CEO Vlad Tenev stated in a post on X that Robinhood Banking’s assets have exceeded $4 billion, adding that this growth reflects users’ trust in Robinhood’s fund management. Tenev also noted that Robinhood is developing "Trump Accounts", which it aims to make the default tool for charitable donations in the U.S. Traditional charitable giving involves complex rules and regulations, requiring donors to evaluate charities, confirm that funds are used as advertised, and assess their efficiency. Trump Accounts allow donors to directly invest funds into investment accounts held by U.S. children, reducing intermediary steps in the donation process. Donors can clearly track their funds’ destination, children own the related assets, no fees are charged, and account assets grow long-term via compounding at market rates—a model expected to bring positive changes to U.S. philanthropy.

3 minutes ago

Manus officially regains independence, completing its split from Meta.

Beating AI Flash News: Manus announced it has officially resumed independent operations, with its founding team continuing to lead the company. Data migration for users in previously affected regions has been completed, and services have returned to normal.

3 minutes ago

Social trading apps have fueled the current on-chain market rally, with weekly trading volume approaching $1.3 billion.

Syncracy Capital co-founder Ryan Watkins noted that social trading apps will integrate market data, public trading records, discussions, and trade execution capabilities. Going forward, individual traders posting nine-figure trading results, profit/loss ranking users gaining massive attention, and online groups managing large capital may emerge—with the next Roaring Kitty potentially coming from these platforms. Data shows that in the week ending August 24, social trading apps recorded nearly $1.3 billion in weekly trading volume. Fomo and Pump now have daily active users ranging from 60,000 to 100,000, on par with Polymarket, Hyperliquid, and Phantom.

3 minutes ago

昨日比特币ETF净流入2.167亿美元,以太坊ETF净流入8760万美元

According to monitoring by Farside Investors, U.S. spot Bitcoin ETFs recorded a net inflow of $216.7 million yesterday, with IBIT contributing $205.9 million of the total. U.S. spot Ethereum ETFs saw a net inflow of $87.6 million, of which ETHA accounted for $59.9 million.

3 minutes ago

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