Japan's 10-year government bond yield has broken through 3%, and the largest overseas buyers of Japanese bonds may reduce their allocations.

According to Lookonchain monitoring, the mysterious whale address 0x6436 purchased another 141,442 HYPE tokens today, valued at roughly $11.88 million. Earlier, on August 30, the same whale address bought 243,713 HYPE tokens for $20.24 million; between August 25 and 27, it acquired 387,952 HYPE tokens via Hyperliquid, OKX, Bybit, and Gate, totaling $31.5 million.

Multiple Wall Street institutions have recently released their latest stock ratings, issuing positive assessments for firms including Nvidia, Microsoft, Apple, SpaceX, Cisco, Airbnb, and Uber. Baird reaffirmed its "Outperform the Market" rating for Nvidia, noting the chipmaker remains a top large-cap pick thanks to its leading market share and sustained growth in its inference business. Bank of America reiterated a "Buy" rating for Microsoft, raising its target price from $500 to $600, citing accelerated Azure growth as further validation of its AI strategy. JPMorgan reaffirmed an "Overweight" rating for Apple, arguing that despite an expected decline in global smartphone shipments in 2026, the tech giant will benefit from rising market share in the premium device segment. Bernstein reaffirmed an "Outperform the Market" rating for SpaceX, stating that the new launch facility at its Louisiana Starbase site will provide critical infrastructure for future Starship launches and orbital data center construction. Separately, Deutsche Bank initiated coverage on Cisco with a "Buy" rating; Rosenblatt initiated coverage on Uber and Airbnb, assigning "Buy" ratings with target prices of $100 and $220 respectively; KeyBanc initiated coverage on eToro with an "Overweight" rating; Piper Sandler upgraded Tempus AI’s rating to "Overweight", lifting its target price from $56 to $76; Evercore ISI upgraded Duolingo’s rating to "Outperform the Market". Other rating actions include: UBS downgrading Interactive Brokers from "Buy" to "Neutral"; Bank of America upgrading Timken to "Buy"; Citigroup initiating positive catalyst coverage on Howmet Aerospace; and BMO upgrading Park Hotels & Resorts to "Outperform the Market".

Gwangju Police Agency in South Korea announced today that it has arrested and indicted four Uzbek nationals on charges of allegedly providing funds to the UN-listed terrorist group Katiba Tawhid wal-Jihad (KTJ) via cryptocurrency. The four were arrested in April this year on suspicion of violating South Korea’s Act on the Prohibition of Funding Terrorism; one is the main suspect, who was previously listed on Interpol’s Red Notice. Police stated that between August 2024 and April 2025, the main suspect transferred a total of 4,267 USDT to KTJ through seven transactions. He is also suspected of receiving cryptocurrency from KTJ, using the funds to purchase 11 used cars and two excavators worth approximately 170 million won (around $121,000), before transporting the vehicles and equipment to Syria. The other three suspects are accused of assisting in procurement and export. South Korean police noted that previous terror-related cases mainly involved one-way fund transfers to terrorist groups, while this case marks the first discovery of a fund cycle model: "receiving cryptocurrency from a terror group and then returning it in the form of physical goods." The main suspect denied the core allegations, claiming the funds were used for household expenses and that he was unaware of the actual buyers of the vehicles.

Crypto analyst CW said in a post that as BTC spot demand has turned negative, the market has entered a phase of "spot contraction, futures growth", with the prior green signal now shifted to purple. CW noted that during BTC's sideways consolidation period after a rally, spot demand turned negative once more, adding that the critical factor for the current market is whether spot demand can rebound. He advised investors to closely track changes in this indicator.

AI firm Anthropic has reached a $35 billion computing power procurement agreement with Lambda, an AI cloud service provider backed by NVIDIA. Part of the computing power will be supplied by Bitcoin miner Hut 8’s Beacon Point campus in Nueces County, Texas. Hut 8 previously disclosed that the campus had signed two 15-year long-term leases covering 704MW of IT capacity, with a total contract value of $19.6 billion over the term, but had not revealed the tenant’s identity before. The 525-acre campus has a maximum power access capacity of 1GW and ready grid connections. Per the disclosed deal structure, NVIDIA holds the lease for the facility, Lambda will deploy NVIDIA chips, and Anthropic will purchase the resulting computing power. Hut 8 has not yet confirmed how much of the 704MW capacity is tied to Lambda and Anthropic, nor whether NVIDIA is the previously undisclosed tenant. As AI data centers’ demand for power and computing power surges, Bitcoin miners with existing power and grid access are accelerating their shift to AI infrastructure. Miners including Hut 8, TeraWulf, IREN, and Bitdeer have all entered the AI data center market by selling or leasing computing power and power infrastructure. Hut 8’s second-quarter revenue this year stood at $74.93 million, up 81% year-over-year; its two Beacon Point leases total $19.6 billion, and the campus is expected to generate approximately $1.31 billion in annual operating profit once fully operational.

Beating AI News (Dongcha) Flash Report: AI e-commerce infrastructure firm Rezolve Ai has announced its H1 2026 financial results, reporting $130.8 million in revenue, representing a year-over-year increase of roughly 1970% — nearly triple its full-year 2025 revenue. The company’s client base has expanded to over 1,640, up from 950 at the end of 2025. Rezolve Ai noted that partners including Microsoft, Google, TCS, and Tech Mahindra are providing it with global enterprise-grade distribution channels. Google has completed an evaluation of Rezolve Ai’s distributed database technology and deployed it on Google Cloud infrastructure, delivering indexing and data pipelines for Web3 datasets, with the initial deployment covering approximately 100TB across 10 blockchain networks. Financially, the firm posted $63.9 million in gross profit for the first half, with a gross margin of 48.9%; it raised around $250 million via equity financing during the period. As of June 30, Rezolve Ai held $33.2 million in cash and cash equivalents, plus $67.4 million in restricted cash. The company reaffirmed its 2026 fiscal year revenue guidance of roughly $360 million, and projects its annual recurring revenue (ARR) will reach at least $500 million by year-end.