DashTape

DashTape reports HSBC's Global Chief Investment Officer Willem Sels stated that U.S. stocks are not as expensive as they appear, and valuations have yet to fully reflect the scale of AI-driven productivity and earnings growth. Sels noted that the P/E ratio gap between U.S. and European stocks has narrowed, but valuation multiples have not yet fully captured what he calls the structural investment cycle of AI. Sels added that chipmakers in particular are being discounted by investors, even as earnings growth forecasts for 2027 are being questioned, though he believes this skepticism will reverse as companies provide more concrete evidence through orders and guidance. Sels is broadly bullish on equities, stating that the stock market has repeatedly shaken off headwinds because the resilience of the economy and corporate earnings has exceeded expectations, and governments and businesses have responded proactively to shocks rather than passively waiting. He noted that companies adopting AI are seeing stronger earnings, revenue, and profit growth compared to non-adopters—particularly in the U.S.—proving that the technology is already delivering real productivity gains. The biggest risk to equities is a sharp rise in bond yields, with the 10-year Treasury yield around 5% seen as a potential trigger point for volatility. He acknowledged that the market has "long been spoiled by low bond volatility," but insisted that the tailwind of strong earnings makes it difficult for stocks to stop rising. (Jin Shi)

DashTape reports According to market reports, bitcoin treasury company Strategy has disclosed that its USD reserves have fallen to $653.8 million.

DashTape reports according to Hyperbot data, Garrett Jin, agent of the “1011 Insider Whale,” has just reduced his ZEC short position. So far, approximately 7,000 ZEC have been closed and reduced. His 3x leveraged ZEC position has dropped to 32,759.57 ZEC, with a position value of approximately $38.26 million, currently showing a floating loss of $19.32 million.

DashTape Planet Daily Report: English Premier League powerhouse Chelsea will feature "USDC" on player jerseys for the 2026-27 season. However, since Circle is not a registered stablecoin issuer in Hong Kong, fans and retailers are concerned that wearing or selling such jerseys could violate local laws and constitute illegal promotion. In response, the Hong Kong Monetary Authority (HKMA) stated that it will not comment on individual cases, but noted that the relevant regulations prohibit the "active marketing" or promotion of unauthorized stablecoin activities in Hong Kong. Whether a particular act constitutes active marketing to the public depends on the specific circumstances, with factors including the language used in the promotional materials, whether the target audience includes Hong Kong residents, whether Hong Kong domain names are used, and whether there is a detailed promotional plan targeting the activity. Publishers and live streamers who merely republish content created by others may be eligible for a special exemption, provided they meet the conditions specified in the relevant provisions and considering the relevant facts and circumstances. Previously, it was reported that Circle, the issuer of USDC, announced it had become the new front-of-shirt main sponsor for Premier League club Chelsea, with the specific financial terms undisclosed. (Sing Tao Daily)

DashTape reports Bybit Alpha has now listed $OTC for trading. $OTC is a Solana-based token that, when burned, mints an OTC Desk NFT, granting holders automatic access to tokenized stocks, Pre-IPO assets, and yield distributions. The current on-chain price of OTC is approximately $0.025, with a market cap of $16.6 million.

According to monitoring by PPP Prediction Market Tool , the probability on Polymarket that "LAPTOP's FDV exceeds $100 million one day after launch" has risen to 77%, up 27% in 24 hours; the probability of exceeding $50 million has risen to 87%, up 37% in 24 hours. The contract rules for this event are as follows: If LAPTOP token's fully diluted valuation (FDV) is above the specified value one day after launch, the outcome will be "Yes"; otherwise, it will be "No." The token must be actively and publicly tradable to be considered launched, and the fully diluted valuation will be calculated by multiplying the total token supply by the token price. "One day after launch" is defined as 4:00 PM ET the day following issuance. If the LAPTOP token has not been launched by 11:59 PM ET on December 31, 2026, the market will resolve to "No." According to a previous report by The Wall Street Journal, Hunter Biden, son of former U.S. President Joe Biden, will launch a meme coin called LAPTOP themed around his "laptop" incident, slated to go live on September 9 on Coinbase's Base network. Join the PPP signal push community to stay ahead and seize the opportunity.

DashTape reports - The Sandbox has launched a SAND compensation claim page for the August 22 cross-chain bridge attack on Base and BNB Chain, with a claim window from September 8 to 22. All wallets that legitimately held bridged SAND prior to the attack are eligible for 1:1 SAND compensation on Ethereum, with no forms or documentation required—only a transaction initiated from the holding wallet. Users holding SAND on centralized exchanges need not take any action, as the team is coordinating with the relevant exchanges. Users who miss the September 22 deadline can contact the team before the end of October to individually process their claims. The team reminds users to stay vigilant, stating they will never send private messages or ask users to approve tokens, sign off-chain messages, or transfer funds.

DashTape reports Bitget has launched the TMX flexible Simple Earn product, with participation available until October 8, 12:00 (UTC+8). During the promotional period, users can subscribe to TMX under the "Simple Earn" section to enjoy up to 25% APR, with a maximum subscription limit of 1,000,000 TMX per user. Specific product parameters and actual returns are subject to the information displayed on the Bitget page.

1. BonkGuy sees mixed fortunes: FOMO account followers surpass 600,000, but profit scale falls below $15 million, with a 24-hour drawdown nearing $2.5 million; 2. Wang Chun: Zcash's recent rally is driven more by narrative, exchange listings, and short squeezes; 3. Sources: Cathie Wood's Ark Invest may become the first tokenized securities asset manager exempted by the SEC; 4. A whale heavily holding $4.5 million in Robinhood Meme and veteran DeFi leading assets buys 4.013 million 4Stock tokens; 5. CEA Industries (BNC) holds a total reserve of 515,544 BNB tokens, valued at over $380 million; 6. HSBC: U.S. stocks are not expensive, and valuations have not fully reflected AI potential; 7. Suspected Lootbot subscribers suffer a collective hack, with losses continuing to expand to over $600,000; 8. CoinMarketCap: Binance, Hyperliquid, OKX, and Bitget together account for 86% of the RWA perpetual market share; 9. Driven by CZ's retweet of the BNC announcement, 4Stock's market cap briefly surpassed $60 million; 10. BSC-based Meme coin BUILD's market cap exceeds $45 million.

DashTape reports The official interface shows that Binance Alpha has listed AI and CASHCAT.