DashTape

1. Full airdrop allocation — Arthur Hayes releases FLOP yellowpaper, with initial supply of approximately 2.48346 billion tokens; 2. OpenAI updates GPT-6 Astra interface, adding details on model performance and API pricing; 3. Binance Alpha will list Canopy, with an airdrop threshold of 235 Alpha points; 4. Institution: Samsung's HBM shipment expansion is expected to offset slowing general-purpose memory growth in 2027; 5. Citi: Initiates coverage on Zhongji Innolight H-shares with a Buy rating and a target price of HK$1,524; 6. StonkFun recorded $1.5 million in protocol revenue yesterday, surpassing Pumpfun and Hyperliquid; 7. Samsung and SK Hynix memory chip inventories have dropped to below 10 days of supply; 8. BonkGuy: MEME could become the core target of the crypto-equity meme narrative; if the narrative further expands, its market cap could reach billions of dollars; 9. CXMT: Will initiate dividend plan discussions at an appropriate time; 10. BonkGuy: Lost $3.6 million in the past 24 hours, but expects the portfolio to reach at least $50 million within a few months.

DashTape reports Zhihu has announced that its wholly-owned subsidiary has entered into a subscription agreement with the general partner and fund manager, planning to subscribe to 1.5 billion RMB in limited partnership interests in a fund using its own funds. Upon completion of the subscription, Zhihu is expected to hold no more than 30% of the fund's interests. The fund has a term of 7 years (extendable by up to two years) and an investment period of 4 years. It will primarily invest in early-to-mid-stage unlisted companies in the fields of artificial intelligence and cutting-edge technology in mainland China, covering areas such as foundation models, AI infrastructure, robotics, and AI applications. (Yahoo Finance)

DashTape reports - According to the Bitfinex Alpha analysis report, August employment data has reinforced expectations of a Fed rate hike in September. The market now estimates the probability of a 25-basis-point hike on September 16 at approximately 60%. However, Bitcoin remains near $80,000, with US spot Bitcoin ETFs recording net inflows of approximately $986.7 million last week. Data shows that US non-farm payrolls increased by 162,000 in August, while the unemployment rate held steady at 4.1%. The manufacturing PMI rose to 54.6, indicating that the economy has not shown signs of a sharp slowdown. Nevertheless, input costs remain elevated, and inflationary pressures have shifted market policy discussions back toward rate hikes. Meanwhile, US Treasury yields continue to weigh on risk assets, with the 2-year yield climbing to 4.37% and the 30-year yield holding at a high of 5.24%. Bitfinex notes that Bitcoin has encountered resistance near $82,000 recently and remains range-bound between approximately $77,200 and $82,100. Bitfinex believes that sustained ETF inflows and growth in stablecoin supply are providing support for Bitcoin, but Fed policy expectations and elevated Treasury yields are limiting upside potential. If this week's inflation data comes in below expectations, the market may once again price in a pause in rate hikes for September; conversely, persistent inflationary pressures could further strengthen rate hike expectations. Until a breakout from the current consolidation range occurs, Bitcoin is more likely to maintain a relatively strong sideways trend rather than confirming the start of a new upward rally.

DashTape reported that Strategy has raised approximately $20.9 billion in cumulative financing this year, ranking fourth in the scale of U.S. equity issuance, trailing only SpaceX, Alphabet, and Intel. According to the latest 8-K filing, the company recently generated $602.8 million in net proceeds from the sale of MSTR common stock, of which $369.7 million was used to purchase 4,603 BTC at an average price of approximately $80,318. As of August 30, Strategy holds a total of 845,050 BTC, with a cumulative purchase cost of approximately $63.73 billion and an average cost of approximately $75,412 per coin. Additionally, MSCI's consultation regarding companies with digital asset financial reserves is set to conclude on September 30, with the market closely watching whether it will adjust the inclusion criteria for relevant indices.

DashTape reports Malone Lam, the mastermind behind the theft of over 4,100 BTC (valued at more than $240 million at the time) via a "social engineering" attack in August 2024, will appear at a plea agreement hearing this Tuesday. The group posed as Google and Gemini staff, tricking the victim into granting Google Drive access and providing security verification codes before transferring away their Bitcoin and laundering the funds through multiple trading platforms and money laundering intermediaries. After succeeding, the group members splurged extravagantly: Lam, the 22-year-old Singaporean mastermind, once spent $569,000 in a single night at a Los Angeles nightclub, and used the stolen funds to purchase watches worth $2 million as well as more than 30 Porsches, Lamborghinis, and Ferraris. A total of 18 defendants were indicted in connection with the case. The lavish spending exposed their vulnerabilities: one suspect was traced after leaking an IP address while hiding nearly $30 million in stolen assets, while another suspect was found in possession of $37 million in stolen crypto assets. U.S. judicial authorities have already issued sentences for multiple accomplices, and Lam is scheduled to appear at a plea agreement hearing on Tuesday.

DashTape Planet Daily News: Solana plans to activate the Transaction v1 upgrade on Wednesday, increasing the maximum size of a single transaction from 1,232 bytes to 4,096 bytes. After the upgrade, large cryptographic proofs, multi-signature operations, and certain privacy transactions can be completed within a single transaction without requiring splitting. Existing v0 and legacy transaction formats will remain compatible, but wallets, explorers, and data services will need to update to recognize the v1 format and the new priority fee information. (Coindesk)

DashTape reports Binance Research's September monthly market report shows that the total cryptocurrency market capitalization rose 17.6% in August to $2.70 trillion, with ETF inflows that month posting their strongest performance since 2026. BTC rose 24.8% within a seven-day period, ranking in the top 1% of weekly gains since 2020. In terms of user asset allocation, the crypto allocation ratio among equity holders rose from 64% to 72%, while stablecoin allocations fell 22%; TradFi perpetual futures trading volume share dropped from 40% to 20%, signaling a clear回流 of capital and trading activity into crypto assets.

DashTape reports according to GMGN data, the market cap of Robinhood ecosystem Meme coin PAIR briefly surged past $20 million, currently reported at $20.01 million, with a 13.12% increase in one hour. It is reported that PAIR is a multi-pool RWA token launch platform on the Robinhood Chain, supporting projects in creating tokens and pairing them with RWA assets such as stock tokens. Its protocol token, PAIR, has been listed and paired with the SPY stock token. DashTape reminds users that Meme coin prices are highly volatile, and investors should participate with caution.

DashTape reports Tom Lee, Chairman of Bitmine, the Ethereum treasury company, and Co-Founder of Fundstrat, stated that Ethereum is more akin to "digital land" than cash. Tom Lee believes that the core of high-quality assets lies in their ability to serve as a long-term store of value, as investors trust these assets to effectively hold and manage capital. Stocks can serve as stores of value because investors purchase shares based on their confidence in a company's long-term capital management capabilities; real estate possesses both store-of-value and cash-flow attributes, generating income through rental yields. Within this framework, Tom Lee argues that Ethereum is closer to the stock market or land, with its long-term value primarily derived from the network itself serving as the underlying infrastructure and settlement layer, rather than functioning mainly as a payment and medium-of-exchange instrument like cash.

DashTape reports Binance AI products have officially launched, with Beta testing applications now open simultaneously. This product is an AI-driven feature suite designed to help users interpret complex market data, provide analysis covering both crypto and traditional assets, and filter out market noise.