Russia Warns: Japan Could Go Nuclear Within Just One Year
Russia has claimed that Japan could develop and possess a nuclear weapon within roughly a year, adding fuel to growing tensions over Japan’s security policy and the rapidly changing strategic balance in East Asia. The warning comes amid increasingly open discussion in Japan about nuclear deterrence.
Japan does not currently possess nuclear weapons and continues to uphold its three non-nuclear principles. However, its advanced technological and industrial capabilities mean that a decision to pursue nuclear weapons could have major consequences for the region, potentially triggering a broader arms race involving China, North Korea and South Korea
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quote: I love how so many people requested $SIVE that Saxo Japan went out of their way to list it!
Just goes to show how much demand there is for this laser company.
Special shoutout to Saxo. And of course, excited for Sivers earnings + planned Nasdaq listing coming up. https://x.com/saxojapan/status/2090597248845435105 | 📢 お客様のご要望にお応えして、新たな海外銘柄の取扱いを開始しました！
✅ Sivers Semiconductors AB（SIVE）
✅ Lynas Rare Earths Ltd.（LYC）
✅ Ivanhoe Mines Ltd.（IVN）
サクソバンク証券は、今後もお客様の声に寄り添いながらより良いサービスの提供に努めてまいります。
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美财政部长宣布制裁伊朗，中方回应称目前没有可以发布的信息。
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COINTELEGRAPH: Bitcoin ETFs tear through 2026 outflows in 7-day hot streak
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IRANIAN ARMY: AREAS EAST OF THE STRAIT OF HORMUZ, NORTH OF THE INDIAN OCEAN, THE ARABIAN SEA, AND THE OMAN SEA ARE UNDER OUR OPERATIONAL CONTROL
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reply @Cointelegraph $550M+ flowing into spot crypto ETFs in a single day. 👀
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Iran, Oman edge toward Strait of Hormuz reopening plan, but Tehran demands U.S. lift blockade
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Dubai’s DXB first-half passenger traffic falls more than 30% as Iran war disrupts travel
Nvidia reports earnings today. One of the biggest tests yet for the AI boom.
Position before the market moves, no matter your time zone.
Trade $NVDA around the clock with tokenized stocks, TradFi Perps or Equity X-Perps on OKX, where available.
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quote: Soon™️
Powered by Caldera. https://x.com/LitecoinVM/status/2092369216104173830 | Litecoin's Web3 era is dawning 🔥
Hard money meets smart contracts. $LTC yield, DeFi, RWAs, AI agents, consumer apps — an entire ecosystem rising on Litecoin, with its battle-tested L1 untouched.
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Possible People Missing From Mudslide in Tibet’s Gyirong in China - Xinhua
The cost of conflict: How the Iran War is pushing prices higher
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OpenAI Jalapeño is truly the first AI silicon developed by GPT-Astra and other OpenAI internal models.
I believe they heavily used reinforcement learning on internal models like GPT-Astra to achieve these SOTA results. Here is what I think they did:
1. RL an internal GPT to help them write the RTL. This helped them tape out fast.
2. RL GPT-Astra on their ISA / assembly format and write all the kernels in pure assembly.
3. RL on top of the ISA RLed GPT-Astra to write megakernels for Jalapeño. Continue to hill climb with RL over time.
Astra + Codex also wrote the entire cycle accurate chip simulator enabling all these hill climbs to run on CPU without any Jalapeño chip.
This is honestly what I have been expecting. RSI is already here for AI silicon development. I would not be shocked if 99% of source code for Jalapeño was AI generated.
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Six Chinese nationals among seven killed in Russian gas plant fire https://www.reuters.com/world/china/seven-dead-including-six-chinese-nationals-nine-are-missing-russias-gas-plant-2026-08-26/
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Some oil companies to avoid ships on Iran blacklist, sources say #oott https://www.reuters.com/business/energy/some-oil-companies-avoid-ships-iran-blacklist-sources-say-2026-08-26/
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UK’s Ofgem to raise energy price cap by 4% as Iran war drives gas prices up
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ROI-US-Iran war sinks into energy trench warfare six months on: Bousso
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quote: The Pre-IPO arena is heating up.
@entropyIO just launched pre-IPO markets for Anthropic and Unitree and has seen over $28m in OI in just a day.
We cover the details on these markets and the underlying mechanisms below! | https://t.co/Y8LPWR4MmA
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Samsung, SK Hynix to Increase Share of 8-High HBM4 Shipments, Signaling Changes in Nvidia’s Supply Chain (Zdnet Korea)
Samsung Electronics and SK hynix are expected to increase the share of 8-high products in their shipments of sixth-generation high-bandwidth memory (HBM4) to Nvidia. The main driver is Nvidia’s procurement strategy of securing a broader range of HBM options to address thermal-management concerns and improve supply-chain stability. The next-generation HBM4E product is also increasingly likely to be centered on 8-high configurations.
According to industry sources on the 26th, Samsung Electronics and SK hynix plan to increase their supply of 8-high HBM4 products to Nvidia in the second half of this year.
The two companies had previously been supplying 12-high HBM4 products for Nvidia’s next-generation Vera Rubin series of AI accelerators. HBM is a type of memory in which multiple DRAM dies are vertically stacked, meaning that a 12-high product contains 12 stacked DRAM dies. Samsung Electronics is expected to begin full-scale mass-production shipments in the first quarter of this year, followed by SK hynix in the second quarter.
Recently, however, Nvidia’s approach to its HBM supply chain has begun to change. Based on accounts from sources inside and around Samsung Electronics and SK hynix, the two companies plan to gradually increase the share of 8-high products, rather than 12-high products, in their HBM4 shipments to Nvidia during the second half of the year.
“Nvidia recently asked suppliers to change the primary HBM4 product configuration from 12-high to 8-high,” said a memory semiconductor industry source. “My understanding is that supply plans for the second half of the year were revised accordingly.”
Another source said, “There had already been some demand for 8-high HBM4, but demand for the product increased for the second half of the year, which also affected orders for related materials and components. It is still too early to determine the exact mix, but the trend toward a higher share of 8-high products in HBM4 shipments to Nvidia will become increasingly clear.”
The industry believes that a combination of factors may be behind the change. From a performance perspective, thermal issues have emerged as a concern. HBM4 doubles the number of input/output channels—the pathways used for data transmission—to 2,048 compared with the previous generation, substantially increasing heat generation not only at the individual chip level but also across entire server-rack systems.
Supply-chain considerations are also believed to have played a role. HBM is currently in extremely tight supply because of aggressive AI-infrastructure investment by global Big Tech companies. At the same time, the improved performance and density of HBM4 make it more difficult to achieve high yields. While yields for the core DRAM dies used in HBM can be improved relatively quickly, yields decline significantly during the processes of stacking 12 dies, bonding them and packaging the finished product.
Nvidia is therefore believed to be seeking greater procurement volumes of 8-high products alongside its existing 12-high HBM4 supply, giving it a wider range of memory-capacity options for future AI accelerators.
“Nvidia is placing the highest priority on thermal management when designing its latest AI platforms,” said a semiconductor industry source. “This is not so much about downgrading individual chip specifications as it is about finding the optimal system-level configuration, so it is unlikely to cause a major change in overall market demand.”
HBM4E, the successor to HBM4, is also increasingly likely to be shipped primarily in 8-high rather than 12-high configurations. HBM4E is expected to be used in Nvidia’s next-generation Rubin Ultra AI accelerator.
“Although 12-high and 16-high HBM4E samples are also being discussed, based on the current discussions with customers, the HBM4E products supplied next year are likely to be predominantly 8-high,” said a senior memory semiconductor industry source. “However, uncertainty remains high across the industry because issues such as whether Rubin Ultra will use HBM4E or HBM4 have yet to be resolved.”
$SKHY $MU $DRAM
"ZCash similar to bitcoin with capped supply and proof of work asset, but also layers in privacy. It is a privacy token," says Grayscale's Krista Lynch after the firm launched the first Zcash ETF https://t.co/GMd3WErPln
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Mi Technovation Bhd - Proposed Listing of Semiconductor Material Subsidiaries on Sgx-St Mainboard
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Some oil companies to avoid ships on Iran blacklist, sources say
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August 25, 2026 – Iran war latest
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Live: A look at the new US sanctions on Iran aimed at severing "every economic lifeline"
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Iran and Oman outline plan for temporary Strait of Hormuz shipping lane; US rolls out sanctions
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Five commodity vessels passed through the Strait of Hormuz on Tuesday, significantly below the 10-day average of 15, data shows.
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Five Commodity Vessels Transit Strait of Hormuz on Tuesday, Well Below 10-Day Average of 15, Data Shows
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Trump targets a Great Lake and a great American in his latest quest for power
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Iran sanctions: How to make an outcast out of a pariah
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What to Know About the Iranian Bank Singled Out in U.S. Economic War
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quote: #Iran's Deputy FM Gharibabadi: If US minesweepers enter the region, they will be very good targets for us... If the US has truly conducted demining, why is no vessel still able to cross the Strait of Hormuz? These claims are nothing but propaganda. | #Iran's Deputy FM: If Iran's requirements aren't met, Strait of Hormuz remains closed... Reopening will only happen if US implements all commitments it violated among them ending war on all fronts, lifting blockade, and resolving #Yemen's status.
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quote: #Iran's Deputy FM: If Iran's requirements aren't met, Strait of Hormuz remains closed... Reopening will only happen if US implements all commitments it violated among them ending war on all fronts, lifting blockade, and resolving #Yemen's status. | #Iran DepFM: Southern route will be closed. Inbound traffic will pass through Iran's waters & outbound through Oman's - like a two-way highway ~7 miles wide. Vessels pass through Iran for both. This is temporary; Iran & #Oman will negotiate a permanent route within 30 to 60 days.
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Gulf oil flows shift: Saudi, Iranian exports plunge; Iraq and UAE pick up volume Kpler data show August-to-date Iranian crude exports fell to about 277,000 bpd, down 616,000 bpd MoM and 1,398,000 bpd YoY, while Saudi exports dropped to about 1,928,000 bpd, down 2,678,000 bpd MoM and 3,743,000 bpd YoY. Iraq and the UAE have taken market share: August-to-date exports rose to about 2,151,000 bpd and 3,579,000 bpd respectively, MoM increases of 699,000 bpd and 631,000 bpd; UAE exports are up 411,000 bpd YoY. Independent energy researcher HFI Research says Iraq’s rise reflects Iranian crude being blended into Iraqi cargoes and shipped on Prosperity tankers, which it cites as the reason those Prosperity vessels transiting the Oman route were not attacked. (https://mktnews.com/flashDetail.html?id=01a03bff-7fef-7aab-9120-5d5387687a80)
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quote: AI model tokens + tokenization. Real model usage drives value.
We've made it happen on @base.
And now on @BNBCHAIN. https://x.com/flock_io/status/2090683278286270915 | FOMO is now LIVE on @BNBCHAIN.
Real Model Assets are available on one of the largest blockchain ecosystems for AI agents and builders, with Model Tokens valued by real inference usage on the FLock API Platform.
AI models, financialized onchain.
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Nvidia Earnings Preview August 2026: The Watershed Moment Defining the Next AI Narrative
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Nvidia Earnings Preview August 2026: The Watershed Moment Defining the Next AI Narrative. Introduction Nvidia is set to release its fiscal Q2 2027 results after the market close tomorrow, August 26, 2026, and this upco
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U.S. warns China, all other nations to cut Iran ties or face sanctions - KYODO
THE BLOCK: South Korean financial conglomerate Shinhan Group signed an agreement with Visa to establish a stablecoin-based financial infrastructure encompassing issuance, remittance, and redemption.
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THE BLOCK: South Korean financial conglomerate Shinhan Group signed an agreement with Visa to establish a stablecoin-based financial infrastructure encompassing issuance, remittance, and redemption.
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Alibaba Group Holding founder Jack Ma has bought more than HK$600 million worth of the company’s Hong Kong-listed shares on consecutive days, according to people familiar with the matter, a show of confidence in the firm’s long-term prospects for artificial intelligence.-SCMP #ALIBABA $BABA
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JUST IN: Jim Cramer declares Nvidia has “no real competitors.”
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The U.S. is threatening to cut businesses that help Iran evade sanctions off from the American financial system.
It puts China’s banks in an uncomfortable position: Beijing can reject the demands, but its biggest lenders still have strong incentives to preserve access to U.S. dollars.
Find out what China's options are: http://cnb.cx/4zTkgZs
AI CREDIT RISK IS EXPLODING: BROADCOM CDS HITS RECORD HIGH AS NVIDIA RISK SURGES
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quote: Not the best news ahead of NVDA earnings https://x.com/SemiAnalysis_/status/2092420526241108467 | BREAKING NEWS🚨🚨 OPENAI'S NEWEST CHIP IS UP TO 2x BETTER PERF PER WATT THAN NVIDIA'S JULY RUBIN PERFORMANCE. OPENAI'S CHIP DIDN'T EVEN ENABLE SPEC DECODING, YET BEATS RUBIN NVL72 WITH SPEC DECODING. (1/2)🧵
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quote: Not the best news ahead of NVDA earnings https://x.com/SemiAnalysis_/status/2092420526241108467 | BREAKING NEWS🚨🚨 OPENAI'S NEWEST CHIP IS UP TO 2x BETTER PERF PER WATT THAN NVIDIA'S JULY RUBIN PERFORMANCE. OPENAI'S CHIP DIDN'T EVEN ENABLE SPEC DECODING, YET BEATS RUBIN NVL72 WITH SPEC DECODING. (1/2)🧵
MARKETS NOW FACE THREE MAJOR CATALYSTS — NVIDIA'S RESULTS WEDNESDAY, THE U.S. PCE INFLATION REPORT AND FED CHAIR KEVIN WARSH'S JACKSON HOLE SPEECH FRIDAY — WITH INVESTORS WATCHING WHETHER NVIDIA CAN DELIVER STRONG ENOUGH RESULTS AND GUIDANCE TO REVIVE AI STOCKS, WHILE SOFTER INFLATION COULD STRENGTHEN EXPECTATIONS FOR EASIER MONETARY POLICY, AS BITCOIN HELD AROUND $78,500 AND GOLD REMAINED NEAR $4,655 AN OUNCE.
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U.S. EQUITY FUTURES EDGED LOWER AS INVESTORS TURNED CAUTIOUS AHEAD OF NVIDIA'S EARNINGS, WITH NASDAQ 100 FUTURES DOWN 0.3% AND S&P 500 FUTURES OFF 0.1%, AS NVIDIA'S RESULTS ARE EXPECTED TO PROVIDE A CRUCIAL TEST OF WHETHER THE AI INVESTMENT BOOM CAN REGAIN MOMENTUM AFTER RECENT WEAKNESS IN SEMICONDUCTOR STOCKS.
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U.S. EQUITY FUTURES EDGED LOWER AS INVESTORS TURNED CAUTIOUS AHEAD OF NVIDIA'S EARNINGS, WITH NASDAQ 100 FUTURES DOWN 0.3% AND S&P 500 FUTURES OFF 0.1%, AS NVIDIA'S RESULTS ARE EXPECTED TO PROVIDE A CRUCIAL TEST OF WHETHER THE AI INVESTMENT BOOM CAN REGAIN MOMENTUM AFTER RECENT WEAKNESS IN SEMICONDUCTOR STOCKS.
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Trade war escalates as Canada imposes retaliatory tariffs on 700 US imports
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🚨BREAKING: Trump-backed World Liberty Financial officially launches its $4 BILLION USD1 stablecoin natively on Canton Network.
Canton is the institutional blockchain used by major Wall Street banks for tokenized settlement.
USD1 can now be used as collateral for derivatives, cross-border payments, and settlement for tokenized real-world assets on the network.
The stablecoin is issued by BitGo Bank and backed 1:1 by U.S. Treasuries and dollar deposits.
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rumors i’ve been hearing on the rate of progress inside anthropic and openai are truly bonkers. i think we’ll see a jump at the size of one from o3 to fable again in the next 8 months
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TAIWAN REGULATOR TO ALLOW BROKERAGES TO PROVIDE US-DOLLAR MARGIN FINANCING FOR OVERSEAS STOCK AND ETF TRADING.
TAIEX RISES 0.9% TO 45,169.46 AS TAIWAN JULY INDUSTRIAL OUTPUT JUMPS 25.6% YOY, BEATING 20.7% FORECAST.
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IRANIAN MISSILE AND DRONE STRIKES HAVE CAUSED BILLIONS OF DOLLARS IN DAMAGE TO U.S. INTELLIGENCE SITES AND SURVEILLANCE EQUIPMENT ACROSS THE MIDDLE EAST, IN UNPRECEDENTED ATTACKS THAT HAVE EXPOSED WEAKNESSES IN U.S. BASE DEFENSES AND FORCED OFFICIALS TO RETHINK HOW SENSITIVE FACILITIES ARE PROTECTED - NBC NEWS
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CHINA IS CONTINUING ITS PARACELS MILITARY BUILD-UP WITH NEW INSTALLATIONS ON AN ISLET, WITH SATELLITE IMAGERY SHOWING NEW CONSTRUCTION ON YAGONG ISLAND, 14 KM FROM ANTELOPE REEF, WHERE ANALYSTS SAY CHINA IS DEVELOPING ITS LARGEST MILITARY BASE IN THE SOUTH CHINA SEA
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SpaceX just gave Nvidia investors a new reason to watch. Elon Musk says SpaceX is exclusive to Nvidia for orbital AI satellites. Here's what Starmind AI1 and the SpaceX-Nvidia partnership mean for investors in 2026.
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GOLD EDGED HIGHER FOR A FOURTH STRAIGHT SESSION, CLOSING AT $4,657 AN OUNCE AFTER BRIEFLY APPROACHING $4,700 AND GAINING NEARLY 8% IN THE PAST WEEK, HELPED BY FALLING TREASURY YIELDS AFTER THE U.S. BOND-BUYBACK MEASURES, A SOFTER DOLLAR AND CONCERNS OVER U.S. FISCAL STABILITY, AS INVESTORS RETURN TO THE 'DEBASEMENT TRADE' AND GOLD-BACKED ETFS ADDED MORE THAN 28 TONS LAST WEEK — THE STRONGEST WEEKLY INFLOW SINCE JANUARY.
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Correlated Pairs: How AMMs Win the Biggest Markets
Written by @haydenzadams, Founder of @Uniswap.
I’ve spent 9 years working on the frontier of DeFi. It’s a fascinating surface area with infinite depth and the capability to transform capital markets. I’ve always believed in the massive potential of the AMM, but for the past decade, one big question nagged at me. Can this new market structure really become the core engine for all financial markets? It’s taken years of evolution and growth, but there’s an increasingly clear path to AMM global dominance forming. The best way to explain it starts in 1976. Tokenization changes who makes markets The index fund turns 50 this month. When Jack Bogle launched it in 1976, he hoped to raise $150 million. He collected $11.3 million. Rivals called it "Bogle's folly" and printed posters calling index funds un-American. A fund that made no decisions, they argued, could never beat professionals paid to make them. Today the majority of American fund assets sit in passive vehicles. I've been thinking about this lately, because tokenization’s folly moment is ending. The SEC has approved Nasdaq and NYSE to trade tokenized shares. DTCC, which settles nearly every security in America, ran a live trial of tokenized trading in July. Nearly all this activity is described the same way: tokenization as an infrastructure upgrade. Same markets, faster, cheaper, always on. This is all true, but I think the upgrade framing buries the bigger story. Tokenization makes markets programmable: changing what markets exist, who makes them, and what those markets trade against. In 2018 I built Uniswap, a protocol that automates market making. Anyone can deposit two assets into a shared pool and earn a fee on every trade, while prices adjust along a curve as people buy and sell. Uniswap has run autonomously since the day it launched, settled more than $4.6 trillion in volume, and helped push decentralized exchanges from under 1% of centralized spot volume to over 20%. As AMMs like Uniswap have grown, their liquidity has organized into a pattern most of finance hasn’t noticed yet: correlated pairs. The easiest wins To win at everything, you have to start by winning something. AMMs found product-market fit in the long tail, where most assets couldn't get a professional market maker's attention at all. On Uniswap, anyone could create a market in one transaction, with issuers and early supporters as the first LPs. Stable pairs came next. On a pair like USDC/USDT, a good passive strategy gets close enough to optimal that a lower cost of capital more than covers the gap. This is why professional trading firms don’t bother market making these stable swaps today. They’re being undercut by passive AMMs. Big margins, no competition Traditional financial markets fully belong to market-making firms. They bundle capital, trading strategy, execution technology, settlement, and distribution into one vertically integrated business. The architecture evolved for good reasons. Assets lived in separate systems, settlement was slow, and someone had to perform every function, so one firm performed them all. With enough scale, all those fixed costs pay for themselves. Citadel Securities handles roughly 25% of American equity volume and produced a record $12.2 billion in net trading revenue last year on roughly $21 billion of trading capital. Most people read those numbers as proof the system works. I read them as entrenchment. Breaking the bundle Blockchains create competition at each layer, breaking the bundle apart. Execution happens through code. Custody and settlement are shared services anyone can plug into. What once required proprietary infrastructure is now open source software. With AMMs, capital is the scarce input and the edge belongs to whoever holds inventory most cheaply. A trading firm needs high returns to justify its overhead, so an LP willing to accept less undercuts it. Most market makers hedge away all price exposure, and hedging costs money, so an investor who already holds the assets takes that exposure for free. And asset issuers have a negative cost of capital, since asset issuers typically have to pay professional market makers to market make on their new assets. Put simply, DeFi and AMMs lower the barrier to making markets, opening the space up to many new participants. Their edge can come from many different sources such as a lower cost of capital, desiring the inventory exposure professional firms would typically hedge, or even being the issuer themselves. But everything rests on one question: can automated strategies perform well enough for this to hold? Liquidity follows correlation Recently, I was on a call with one of the largest institutions in finance. They asked me what base pairs were most common in DeFi. I explained that Ethereum-based assets tend to trade against ETH, Solana assets against SOL, and stablecoins pair against each other, with a small number of highly liquid pairs bridging between these clusters.
No one designed that. It emerged organically, in part because LPs do best when the assets they hold move together. Correlation means less inventory risk for liquidity providers, deepening liquidity. As assets tokenize, the biggest markets in the world will reorganize the same way. They can't today. Traditional markets settle overwhelmingly in dollars out of necessity. Assets live in siloed systems, and fiat rails like SWIFT and Fedwire are the glue that holds everything together. But blockchains are a far more expressive glue. Tokenize the assets, and they share a settlement layer, so any asset can trade directly against any other. NVDA/USD can become NVDA/SPY, with SPY/USD as the bridge back to dollars. Oil companies can trade against an oil ETF or tokenized oil. Private credit can trade against tokenized Treasury funds. Tokenization also enables markets that span different types of assets, which is extremely difficult, if not infeasible, with TradFi infrastructure. Delta neutrality is inefficiency Traditional market-making firms generally try to be “delta neutral,” which is fancy traderspeak for denominating in dollars and wanting to minimize any non-dollar risk. When making a volatile asset they'll pay money to reduce their non-dollar risk (aka hedging), usually through options. This is one of the higher cost aspects of traditional market making. Pairing assets into lower volatility “correlated pairs” connected by a few higher volatility “bridge pairs” brings numerous efficiency unlocks, but the most important one is that market making is cheaper and more efficient if the people market making on the assets actually want to hold the underlying assets. And the more correlated a pair, the smaller any gap between today’s passive AMM strategies and the most sophisticated active strategies, making it easier to “undercut” them with this lower inventory cost. To make it concrete, if you're long NVIDIA, you’re probably also long SPY, and the gap in efficiency between passive AMMs and active strategies is much lower for NVIDIA/SPY than for NVIDA/USD. Connected liquidity If stocks trade against SPY instead, every trade that starts or ends in dollars routes through the same pair: SPY/USD. These bridge pairs still require sophistication. However, there are much fewer of them, and they carry so much flow that professional attention is worth it. DeFi already runs this way. ETH/USDC is one of the deepest markets onchain because every cluster routes through it. Passive LPs supply the correlated pairs, while active LPs compete over the bridge pairs. Investors can still buy and sell everything in dollars, since routing across pools is automatic. And liquidity will concentrate where risk is lowest, not where legacy plumbing requires it to sit. That pushes the deepest markets into correlated pairs, the ground where AMMs are already strongest. Correlated RWA pairs already exist Correlated onchain liquidity began with crypto native assets. But the first correlated markets for tokenized equities exist today: ten tokenized stocks trading against SPY, in Uniswap pools on Robinhood Chain. In their first twelve days, these pools did $33 million in volume from more than 11,000 traders, much of that while US markets were closed. Some trades went straight from one stock to another, never touching dollars.
It’s worth mentioning we’ve also started seeing memecoins paired against “correlated” stocks: Elon memes paired against Tesla stock, hotdog memes against Costco stock. Unclear how correlated these will actually be in terms of price, but I guess “vibes” is another type of correlation. AMMs will win Correlated pairs are just one part of the puzzle. The other part is AMM design. Uniswap v4 hooks enable full market customizations that can significantly improve LP returns. Our DualPool hook, for example, puts a pool's idle liquidity to work earning lending yield between swaps. Despite ~$4.6T in volume on Uniswap, I believe AMMs are still in their infancy. There are many promising paths that will improve their competitiveness, being built by Uniswap Labs, our partners, and the ecosystem. A lot more here coming soon. The case against index funds in 1976 was that a fund making no decisions could never beat professionals paid to make them. Fifty years later, the fund that makes no decisions beats about 90% of the professionals. More importantly, index funds democratized investing and improved the lives of everyday people. I believe passive liquidity will win with a similar playbook, and have an even greater impact, by dramatically lowering barriers to creating and participating in markets.
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South Korea has once again established a clear #3 position in the global AI race, trailing only the United States and China. The depth and vibrancy of Korea’s AI ecosystem is supported by strong domestic talent, public investment, and the incentives created by Korea’s Sovereign AI Foundation Model project
A number of South Korean labs, including Motif Technologies, Upstage, SK Telecom, and LG AI Research, have now scored above 30 on the Artificial Analysis Intelligence Index. This concentration of competitive model developers highlights the growing density of Korea’s domestic AI ecosystem. Among them, Motif Technologies and Upstage have models scoring above 40, making them the highest-scoring models on the Intelligence Index developed outside the United States and China.
Leading models from each lab include:
➤ Motif Technologies’ Motif 3 scored 47 on the Intelligence Index (314B total parameters, 13B active; open weights).
➤ Upstage’s Solar Pro 4 scored 42 on the Intelligence Index. It is a proprietary reasoning model.
➤ SK Telecom’s A.X K2 scored 35 on the Intelligence Index (692B total parameters, 33B active; open weights).
➤ LG AI Research’s K-EXAONE 2.0 scored 31 on the Intelligence Index (750B total parameters, 37B active; open weights).
Outside the competition, Korea’s model-development ecosystem has continued to broaden. Trillion Labs, Korea Telecom (KT), and other AI labs are building out their own model families, adding to a domestic field that is considerably deeper and more competitive than it was a year ago.
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Reuters Poll-Bank of Japan to Raise Benchmark Interest Rate to 1.25% in September, Say 57% of Economists (vs 5% of Economists in Previous Poll)
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Advasa Holdings, Inc. completed a direct listing on Nasdaq under the ticker symbol "ADBT"
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FirstFT: China warns US it could retaliate over Iran sanctions
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According to DigiTimes, YMTC and CXMT are seeking to increase the share of their memory supply shipped outside China.
As part of this strategy, YMTC is reportedly selling NAND chips to independent third-party module makers, which then assemble them into finished enterprise solid-state drives (SSDs) for customers such as U.S. neocloud providers. This indirect route is intended to avoid sensitivities surrounding the products’ country of origin.
YMTC’s new Phase 3 fab was originally scheduled to begin mass production in the second quarter of 2027, but the start of operations is now expected to be brought forward to the fourth quarter of 2026. The fab will have a total production capacity of 100,000 wafers per month and is expected to initially operate at around 50,000 wafers per month. Notably, YMTC plans to allocate 20% of the fab’s capacity to LPDDR trial production, making it the company’s first DRAM manufacturing base.
Supply-chain sources said that amid the continued global memory shortage, China’s two major memory manufacturers have been tasked with raising the domestic market’s self-sufficiency rate. China’s memory self-sufficiency rate could exceed 50% as early as late 2027 or sometime in 2028.
As production capacity at YMTC’s Wuhan Phase 3 fab begins to ramp up meaningfully from 2027, the company is expected to continue pursuing a strategy of increasing the share of its supply shipped to overseas markets.
YMTC is not alone in making this move. With DDR5 and LPDDR5 supplies becoming increasingly tight, CXMT has reportedly begun product qualification with small and midsized cloud service providers in markets including the U.S. and Canada. The company appears to be seeking to secure customers early by locking in capacity commitments ahead of time.
Industry sources said that it is currently “possible in principle” for private-sector U.S. companies to purchase products from YMTC or CXMT.
Recent reports that Apple is seeking to incorporate more production capacity from Chinese memory suppliers into its supply chain have drawn market attention. However, supply-chain industry sources believe that Apple’s influence is no longer what it once was in the AI era and that its impact on industry-wide supply and demand has declined substantially.
From the perspective of Chinese suppliers, entering Apple’s supply chain would primarily serve as proof that the quality of their products has reached the level of major global vendors. They reportedly have no intention of supplying Apple in large volumes or competing by cutting prices.
According to industry sources, some of Apple’s procurement personnel have also recently moved to NVIDIA.
Even if Apple attempts to use CXMT’s or YMTC’s capacity to lower its procurement prices, it is unlikely to succeed in 2026. Moreover, only limited capacity reportedly remains available for allocation in 2027.
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Bessent: Iran’s Leadership ‘Panicking’ Under Trump Economic Offensive — Vows to Sever ‘Every Economic Lifeline’
NEW: Anthropic will tell investors that its "potential revenue opportunities" is above $30 trillion per the Wall Street Journal.
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quote: How it feels to claim Anthropic's revenue could exceed $30T when the entire world GDP is $118T | JUST IN: Anthropic is reportedly expected to tell investors its total addressable market exceeds $30,000,000,000,000.00.
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THE PANAMA CANAL AUTHORITY SAYS SOME VESSELS HAVE PAID MORE THAN $1 MLN AT AUCTION TO SECURE TRANSIT SLOTS, REFLECTING SPECIFIC MARKET NEEDS AND THE VALUE OF AVOIDING DELAYS, WITH AUCTION PRICES INCREASING AS GLOBAL TRADE SUPPLY AND DEMAND PATTERNS SHIFT AND CREATE GREATER COMPETITION FOR AVAILABLE CANAL CAPACITY.
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Scaling Lighter: Chasing Real Time Proving
Over the past month, average block proof time on Lighter dropped from ~5.3 minutes to ~1 minute through two independent efforts rolled out on July 23 and August 23. Put simply, Lighter can now verify blocks much faster, increasing capacity, reducing infrastructure costs, and creating more room to scale. These two efforts are: Heavy/Light decomposition — a business-logic optimization: we changed what gets proven, exploiting the fact that the overwhelming majority of exchange transactions are structurally simple. This halved proving time. Prover backend optimizations from the Eigen Labs proving contest — pure infrastructure optimizations to the Plonky2 prover: same circuits, same constraints, dramatically faster proving. We are rolling these out in batches; the first went live on August 23 and more than halved proving time again. A supporting change along the way, on August 10, batched all Schnorr signature verification into a single Plonky3 proof per block — a ~20% improvement (visible as the small middle step in the timeline below). These are completely orthogonal: Heavy/Light changes which circuit each transaction pays for, while the backend work makes the machinery that proves those circuits faster. Their speedups compound — and the rest of the contest optimizations, still being productionized, are expected to bring another ~2× on top, taking the total to roughly 10× versus mid-July.
In Chasing Microseconds, we described how Lighter's execution and API layers deliver a 55 ms end-to-end p99; this article is about what happens after: every transaction executed on Lighter — orders, liquidations, transfers, deposits, withdrawals — is asynchronously proven with a zero-knowledge proof, each proof extending the previous one into a single valid chain of state transitions. Proving throughput bounds how much sustained load the exchange can prove and settle in reasonable time, and it drives the cost of running the protocol. Heavy/Light Decomposition: Introducing State Jumps Transactions are very different in nature: a modified quote needs only a small part of the constraints, while a matching scenario needs a lot of expensive arithmetic for health checks. In a monolithic circuit, every transaction pays the worst case. Measuring the actual distribution showed activity is dominated by market makers maintaining quotes — fewer than 2% of transactions result in a trade.
So we split the transaction circuit in two: a Light circuit covering exactly what the dominant, simple transactions need (nonce and signature checks, order book updates, single-account health checks) and a Heavy circuit — the full circuit — for matching, liquidations, L1 priority operations, transfers, and everything else. Each block is proven as two independent proof chains that are recursively aggregated, together with the block's pre-execution proof, into a single block proof; nothing changed for the upper aggregation layers.
Since light transactions dominate, the average block proves at close to the light circuit's cost:
The technical hardship is that light and heavy transactions are interleaved in execution order, so each chain must jump over segments proven by the other — and a circuit that accepts an arbitrary intermediate state as its new starting point is unsound. Our state-jump protocol makes each chain fold what it proved into a coverage hash chain ("from tx i to j, I turned state root A into B") and what it skipped into a claims hash chain ("I assumed that between j and k, B became C"). At block aggregation the block circuit enforces:
Every transition one chain assumed is exactly a transition the other proved; with unique, sequential transaction indices the two chains must tile the block perfectly — no gaps, no overlaps, no substituted states. The block circuit also pins both chains to the same initial state root and takes the block's output roots from the chain containing the final transaction. The two circuits are proven fully independently at different costs while remaining exactly as sound as a single sequential circuit. Note what this optimization did not touch: the proving system, the field arithmetic, the hash functions, the prover implementation. It is purely a restructuring of which constraints each transaction pays for — driven by exchange business logic — which is why every subsequent improvement below stacks on top of it. The Lighter Prover Challenge The second effort attacked the proving stack itself. Together with @eigenlabs, we ran an open proving contest on @yukonresearch: we published a benchmark harness with a real 500-transaction Lighter block, and anyone could submit optimizations to the Plonky2 prover that made it prove faster on Apple Silicon — with a pinned, trusted verifier ensuring no submission could weaken constraints and still pass. Contestants submitted pull requests against the challenge repository, and the merged optimizations compounded into a dramatic speedup on identical circuits. Our thanks to Eigen Labs for organizing and running the contest, and to every contestant who submitted. The merged work is being reviewed and productionized in batches. The main areas of improvement are: Merkle tree and Poseidon2 hashing backend rewrite (~20% of the total time saved): cache-friendly buffer management and vectorized hashing in the prover's hottest loop. Parallel heavy/light chain recursion workers with NEON Goldilocks field arithmetic (~10%): both proof chains recurse concurrently, on hand-vectorized field ops. Polynomial arithmetic and FFT optimizations (~10%): faster batch division, twiddle-factor reuse, and higher FRI folding arity. Packed gate evaluation (~15% across many submissions): specialized constraint-evaluation kernels for the most common gates (range checks, Poseidon2, quintic extension ops) replacing the generic evaluator. Metal GPU offload: parts of Merkle hashing and FRI moved onto Apple Silicon's GPU, differentially tested against the CPU path. The first batch went live on August 23 and cut median block proof time per machine from ~133 s to ~59 s, uniform across all three Mac mini fleets — with the remaining work expected to halve it once more:
What Changed in Production Lighter's primary proving layer is a fleet of Apple Silicon Mac minis — high single-core performance, high memory bandwidth, roughly half the cost per proven transaction of cloud ARM instances — backed by an elastic cloud overflow layer. In mid-July the overflow layer fired daily, often running thousands of tasks for hours, and the proving backlog oscillated between 10k–80k transactions. Each rollout raised the same fleet's sustained capacity — to the point that it now clears comfortably more than the highest load ever observed — while overflow usage collapsed to rare short bursts and the backlog now idles in the low thousands.
For traders this shows up as withdrawal finality: withdrawals finalize when their block's proof settles to L1, so withdrawal lag blows up when load outruns the provers. That threshold has more than quadrupled since mid-July, and the quiet-period floor dropped from ~21–22 minutes to ~16–17 minutes after Heavy/Light and keeps falling with proof times. The p99 of withdrawal latency belongs to the provers, and this work was for the p99. Summary & What’s Next The remaining contest optimizations, combined with our own scheduling improvements, deliver another significant speedup. In testing, a 500-transaction block that took ~187s on the pre-contest production code now proves in under 30s. These improvements are going through the same review and rollout process.
Two orthogonal levers — proving less per transaction, and proving it faster — already compound to better than 5×, and 10× is within reach as the remaining optimizations roll out. What This Means for Traders Traders don't feel proof time; they feel how long a withdrawal takes to finalize on L1. That delay is a baseline (how long a block takes to prove and aggregate) plus a queue that forms whenever volume outruns the provers. The fleet has always been elastic, adding on-demand machines as the backlog grows, but spinning them up is not instant, so during sharp volume spikes withdrawal latency could rise above its ~21 minute floor until overflow caught up.
With the base fleet's sustained capacity now well above the highest load ever observed, spikes are absorbed without waiting for overflow at all, so the queue stays near zero and withdrawal time holds at the baseline. Faster proofs then lower that baseline too, from ~21–22 minutes to ~16–17 minutes today, with more to come. Finality is both lower and, more importantly, the same during a volatility spike as during a quiet market.
We look forward to sharing more of the technical advancements we’re making across our infrastructure. We’ll also announce the winners of the Lighter Proving Contest in the next few days.
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THE U.S. API GASOLINE STOCK CHANGE WAS A DRAW OF 3.2 MLN, WITH DISTILLATE STOCKS DOWN 0.5 MLN, CRUDE STOCKS UP 4.2 MLN AND CUSHING STOCKS UP 1 MLN
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THE U.S. API CRUDE OIL STOCK CHANGE WAS A BUILD OF 4.2 MLN, VERSUS A PREVIOUS DRAW OF 0.328 MLN, WITH CUSHING STOCKS UP 1 MLN
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美国至8月21日当周API原油库存 420万桶，预期186万桶，前值-32.8万桶。
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Canada announces retaliatory tariffs on U.S. products as trade war deepens
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Approval Of Trump's Presidency And The War On Iran Hit New Lows https://www.zerohedge.com/political/approval-trumps-presidency-and-trumps-war-iran-hit-new-lows
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IF U.S. GOES AHEAD WITH ITS NEW SANCTIONS AGAINST IRAN, IRAN WILL DIVULGE NEW MEASURES AGAINST U.S. INTERESTS - GHARIBABADI
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IRAN'S DEPUTY FOREIGN MINISTER GHARIBABADI SAYS THAT IF THE U.S. GOES AHEAD WITH ITS NEW SANCTIONS AGAINST IRAN, IRAN WILL DIVULGE NEW MEASURES AGAINST U.S. INTERESTS
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COINTELEGRAPH: World Liberty Financial launches USD1 natively on Canton Network
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If U.S. Goes Ahead with Its New Sanctions Against Iran, Iran Will Divulge New Measures Against U.S. Interests - Gharibabadi
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NVIDIA REMAINS THE MAJOR CATALYST, WITH ANALYSTS EXPECTING REVENUE OF ABOUT $92 BLN — NEARLY DOUBLE LAST YEAR — THOUGH INVESTORS ARE DEMANDING MORE THAN ANOTHER EARNINGS BEAT, AS STRONG GUIDANCE COULD REVIVE THE AI AND SEMICONDUCTOR TRADE WHILE ANY DISAPPOINTMENT COULD DEEPEN CONCERNS OVER STRETCHED AI VALUATIONS AND CHIP-SECTOR WEAKNESS.
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U.S. STOCKS ADVANCED AS FALLING OIL PRICES EASED INFLATION CONCERNS AND PUSHED TREASURY YIELDS LOWER, WHILE INVESTORS POSITIONED AHEAD OF NVIDIA'S EARNINGS, WITH THE S&P 500 RISING 0.3% AND THE NASDAQ 100 GAINING 0.6% AS CHIP STOCKS REBOUNDED AND ENDED NVIDIA'S SEVEN-SESSION LOSING STREAK.
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Long queues formed at petrol stations in Tehran on Tuesday after the United States announced fresh sanctions aimed at pressuring Iran into submission. https://u.afp.com/SVcj https://t.co/yBHLenZv7V
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Buckle In America — Iran War Costs Are Steep And Growing
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Nancy Pelosi makes intriguing first-ever bet on AI power stock. Nancy Pelosi reported new positions as demand for AI infrastructure drives a growing need for power. Learn why Pelosi is investing in Intel and Bloom Energy.
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Stocks Rebound With Nvidia's Earnings And Warsh's Jackson Hole Address In Focus. Bond yields fell on reports that the Treasury could dip into its $1 trillion General Account to fund debt buybacks.
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Stocks Rebound With Nvidia's Earnings And Warsh's Jackson Hole Address In Focus
RT @cb_doge: BREAKING: Elon Musk's TeraFab has officially advanced into the agreement phase in Texas.
Texas has just published a fully signed tax agreement for SpaceX’s TeraFab, moving the massive chip and advanced-computing factory another major step closer to construction.
A fully executed 34-page agreement between the Governor’s Office, Anderson-Shiro CISD and TeraFab AI was published today.
The agreement:
• Describes TeraFab as a next-generation, vertically integrated semiconductor manufacturing and advanced-computing facility
• Lists a construction period from December 1, 2026, through December 31, 2028
• Establishes a 10-year tax-incentive period from 2029 through 2038
• Limits the qualifying property’s value for school district M&O taxes to zero during construction and 50% of market value during the incentive period
• Requires a $12.98 million performance bond
Another major step toward bringing TeraFab to life in Texas.
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BREAKING: Elon Musk's TeraFab has officially advanced into the agreement phase in Texas.
Texas has just published a fully signed tax agreement for SpaceX’s TeraFab, moving the massive chip and advanced-computing factory another major step closer to construction.
A fully executed 34-page agreement between the Governor’s Office, Anderson-Shiro CISD and TeraFab AI was published today.
The agreement:
• Describes TeraFab as a next-generation, vertically integrated semiconductor manufacturing and advanced-computing facility • Lists a construction period from December 1, 2026, through December 31, 2028 • Establishes a 10-year tax-incentive period from 2029 through 2038 • Limits the qualifying property’s value for school district M&O taxes to zero during construction and 50% of market value during the incentive period • Requires a $12.98 million performance bond
Another major step toward bringing TeraFab to life in Texas.
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quote: NVIDIA $NVDA SAYS VERA RUBIN NVL72 PRODUCTION RACKS ARE SHIPPING
Nvidia congratulated Microsoft $MSFT on the first operational Vera Rubin NVL72 racks, now rolling off Foxconn Ingrasys lines. The company says compute tray manufacturing is 100% automated with every tray assembled in one minute.
SpaceXAI said yesterday it will deploy Vera Rubin for the infrastructure behind Grok, and plans an optimized NVL72 system in its first Starmind AI satellite. SpaceX trades as $SPCX. | NVIDIA Vera Rubin NVL72 production racks are here.
The compute tray is engineered for fast compute, assembly, and serviceability. Manufacturing is 100% automated, and every tray goes together in one minute.
Congratulations to @Microsoft on the first operational Vera Rubin NVL72 racks, now rolling off @HonHai_Foxconn Ingrasys lines.
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Iranian leaders "panicking" over economic sanctions, Secretary Bessent claims https://www.cbsnews.com/live-updates/iran-war-us-trump-sanctions-strait-of-hormuz/#post-update-0eea57da
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China criticizes US sanctions on Iran as Strait of Hormuz tensions persist
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Introducing The Zcash ETF ($ZCSH), Built by Grayscale
@ZcashETF
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GRAINS-Corn hits lifetime highs on declining condition ratings, yield expectations
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A shipper needing to transit the Panama Canal bid a record $5.3 million to secure its spot, according to people familiar with the matter.
South Korea-based SK Gas Ltd. agreed to pay the sum to travel the canal on Sept. 1, said the people, who could not be identified as the information was confidential. The fee, determined through an auction run by the canal authority this week, breaks the previous high of $4.6 million set earlier this month, also paid by a shipper controlling a South Korean vessel.
Demand to urgently pass through the waterway has soared after the Iran war upended global trade routes, particularly to Asia. Wait times at the canal have grown to as long as 11 days for vessels that arrive at the waterway without reservations, according to Argus Media. #oott https://www.bloomberg.com/news/articles/2026-08-25/asian-shipper-pays-record-5-3-million-for-panama-canal-access
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MEDIA LINK-Iran inflicted billions in damage to US intelligence sites, NBC News reports
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🚨 SCOOP: OpenAI recently finished its next pretrain, codename "Bel" - the successor to "Doug", which is expected to be the base for Astra and GPT-6 (w/ further RL)
Bel is a giant pretrain with >10T total parameters, similar in size to GPT-4.5. OpenAI expect it to be a post-GPT-6 base, and potentially even the base for an AGI-threshold model.
All of this has Anthropic concerned. OpenAI believe Anthropic have no good response to Astra prepared for a public launch, and my understanding is that they're correct - mostly as a result of compute constraints, Anthropic are bracing for much of the rest of the year to go OpenAI's way, but think they'll be back on top early next year.
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Asian Shipper Pays Record $5.3 Million for Panama Canal Access
A shipper needing to transit the Panama Canal bid a record $5.3 million to secure its spot, according to people familiar with the matter.
South Korea-based SK Gas Ltd. agreed to pay the sum to travel the canal on Sept. 1, said the people, who could not be identified as the information was confidential. The fee, determined through an auction run by the canal authority this week, breaks the previous high of $4.6 million set earlier this month, also paid by a shipper controlling a South Korean vessel.
Demand to urgently pass through the waterway has soared after the Iran war upended global trade routes, particularly to Asia. Wait times at the canal have grown to as long as 11 days for vessels that arrive at the waterway without reservations, according to Argus Media. (Bloomberg)
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SEMICONDUCTORS HAVE UNDERPERFORMED BROADER TECH FOR MORE THAN TWO MONTHS, BUT A SOLID NVIDIA OUTLOOK COULD REVERSE THE SELL-OFF AND REIGNITE AI STOCK SENTIMENT.
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OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?
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Introducing The Zcash ETF ($ZCSH), Built by Grayscale
@ZcashETF
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OpenAI says its Broadcom custom chip is a winner. What does it mean for Nvidia?
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OpenAI says its Broadcom custom chip is a winner. What does it mean for Nvidia?
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The U.S. is escalating its economic war on Iran. Here’s what that means.
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Russia’s ongoing blockade of Ukraine’s Black Sea ports puts next year’s planting season at risk as the country struggles to make overseas shipments, according to the nation’s largest exporter https://www.bloomberg.com/news/articles/2026-08-25/russia-s-blockade-of-ukraine-threatens-next-year-s-food-crop?utm_source=website&utm_medium=share&utm_campaign=twitter
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US STOCKS-Wall Street rises as tech bounces back before Nvidia results, bond yields drop
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CBOT corn hit lifetime highs on poor condition ratings, yield expectations
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UK Chancellor on Iran Sanctions - Call on Iran to Cease Its Destabilising Activity Across the Region, Including in the Strait of Hormuz
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quote: This sums up the problem with AI today.
Full-stack works if you're @OpenAI. They control the chips and the models, and have the capital for both.
Normal AI teams don't have that luxury.
They need throughput and low latency without owning the silicon.
That's the gap io.net closes.
Access to high-performance compute, not just for the few who can build their own chip. | Since announcing Jalapeño, our first custom inference chip, we’ve been testing it and the system around it.
The results show a major advance: more intelligence from every watt and faster responses, delivering both higher throughput and lower latency in one architecture without sacrificing efficiency.
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Solana transactions hit record 4.2B as SOL rallies 40%
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Solana transactions hit record 4.2B as SOL rallies 40%
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Iran inflicted billions in damage to U.S. intelligence sites, sources say
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Xi Jinping’s government is sending a message of defiance to Donald Trump over China’s economic ties with Iran https://www.bloomberg.com/news/articles/2026-08-25/xi-signals-defiance-as-us-threatens-sanctions-for-iran-support?utm_source=website&utm_medium=share&utm_campaign=twitter
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#Russia is discussing extending its ban on diesel exports, as Ukraine continues to strike the nation’s refineries at a record pace.
The government may prolong the current restrictions for producers for another month until Oct. 1, according to a person with knowledge of the matter, who asked not to be identified as the discussions aren’t public.
Reuters earlier reported the potential extension of the ban, with one of its sources saying that Russia is also discussing keeping the diesel restrictions until the end of the year.
#oott https://www.bloomberg.com/news/articles/2026-08-25/russia-mulls-extending-diesel-export-ban-amid-ukraine-attacks?taid=6a8dcff64a967000017ca9c9&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
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European LNG prices surge to highest since 2023
Continent’s gas inventories were already at low levels before Iran war disrupted shipments https://www.ft.com/content/8f1a392a-b43c-4124-916e-61695fffa0da?syn-25a6b1a6=1
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GRAYSCALE TALKING ZCASH ETF ON BBG
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SLB $SLB CONTRACT GIVES IT ACCESS TO VENEZUELA'S OILFIELD DATA, SOURCES SAY
The deal signed last week with state-run PDVSA covers reservoir characterization through real-time crude production, and will let SLB organize and modernize the databases using new technology including AI, three sources close to the negotiations tell Reuters. One source says the goal is to digitize and consolidate all data of the oil industry, with technology transfer and training included.
Venezuela has not published routine oil statistics in more than a decade. The last annual bulletin from the oil ministry came in 2015, leaving only limited monthly output data reported to OPEC.
PDVSA was hit by a ransomware attack late last year that knocked out applications from email to contract administration software. Staff have been communicating through free services like Telegram, facilities are operating outside a centralized system, and one source says some data needs to be rebuilt from paper copies.
Contract duration and payment mechanism remain undisclosed. Payments in kind, including crude, were discussed during negotiations. The US controls all revenue from the country's oil exports. PDVSA defaulted on billions in delayed payments to oilfield service firms including SLB after Washington imposed sanctions on the energy sector in 2019.
Venezuela's oil ministry and the US embassy in Caracas confirmed last week that an agreement was signed to modernize exploration and production. SLB did not immediately reply to a request for comment.
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SLB $SLB CONTRACT GIVES IT ACCESS TO VENEZUELA'S OILFIELD DATA, SOURCES SAY
The deal signed last week with state-run PDVSA covers reservoir characterization through real-time crude production, and will let SLB organize and modernize the databases using new technology including AI, three sources close to the negotiations tell Reuters. One source says the goal is to digitize and consolidate all data of the oil industry, with technology transfer and training included.
Venezuela has not published routine oil statistics in more than a decade. The last annual bulletin from the oil ministry came in 2015, leaving only limited monthly output data reported to OPEC.
PDVSA was hit by a ransomware attack late last year that knocked out applications from email to contract administration software. Staff have been communicating through free services like Telegram, facilities are operating outside a centralized system, and one source says some data needs to be rebuilt from paper copies.
Contract duration and payment mechanism remain undisclosed. Payments in kind, including crude, were discussed during negotiations. The US controls all revenue from the country's oil exports. PDVSA defaulted on billions in delayed payments to oilfield service firms including SLB after Washington imposed sanctions on the energy sector in 2019.
Venezuela's oil ministry and the US embassy in Caracas confirmed last week that an agreement was signed to modernize exploration and production. SLB did not immediately reply to a request for comment.
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Live: A look at the new US sanctions on Iran aimed at severing "every economic lifeline"
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Live: New US sanctions on Iran aim to "sever every economic lifeline"
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DECRYPT: Gold Hits Three-Month High as Bitcoin Tests $80,000
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LP tokenized stocks on Aerodrome ✈️
Nvidia, Meta, Apple, and Google now live.
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NYPOST: Bitcoin briefly surges past $80K as crypto rally rages on: Here's how long it's expected to last
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Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports
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COINBASE: COINTELEGRAPH: Bitwise launches self-custodied tokenized stock portfolios with Coinbase
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据华尔街日报：Anthropic告知投资者预计其潜在收入机会将超过30万亿美元。
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Twitter18h agonews
Hearing it's tokenized stocks szn on BNB Chain
→ 25B+ in cumulative volume → 2.1B+ in market cap → 1.3K+ stocks
View the full dashboard 👇 https://dune.com/bnbchain/bnb-chain-tokenized-stocks-cumulative-volume
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TRON Surpasses 400 Million Accounts as Total Transfer Volume Nears $30 Trillion
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TRON Surpasses 400 Million Accounts as Total Transfer Volume Nears $30 Trillion
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Hanami18h agonews
Most confidential systems release secrets as soon as they get asked.
Nox flips it. A Virtual Machine must first prove it booted the expected operating system and application stack.
Only then does it get access to keys.
Boot time verification isn't paperwork. It's the gate.
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Twitter18h agonews
We plan to begin deploying Jalapeño in OpenAI’s compute infrastructure by year-end.
It’s the first step in a multigenerational roadmap: Gen 2 is deep in development, and Gen 3 is taking shape.
Each generation will push efficiency and speed further. https://openai.com/index/jalapeno-first-results/
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twitter18h agomeme
reply @lemire Exciting!
> 6x128-bit is the best you can do on an ARM chip as far as I know.
I have something I'm working on that I want to show you 🤩
65·B+Long
H
Hanami18h agonews
COINTELEGRAPH: TRON surpasses 400 million accounts as total transfer volume nears $30 trillion
85·ALong
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Hanami18h agonews
TRON surpasses 400 million accounts as total transfer volume nears $30 trillion
80·ALong
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Cointelegraph18h agonews
TRON surpasses 400 million accounts as total transfer volume nears $30 trillion
80·ALong
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Hanami18h agonews
The Holochain Foundation is spinning up an independent venture studio. Why?
Because a vibrant Holochain ecosystem is built on successful apps. Commercial support means these apps get the resources they need.
That raises the question: how will Holochain resist enshittification?
The Foundation has a 'golden share' in Holo Ventures and can veto any misaligned project. Holo Ventures' executive director, Cameron, explains.
65·B+Long
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twitter18h agomeme
The Holochain Foundation is spinning up an independent venture studio. Why?
Because a vibrant Holochain ecosystem is built on successful apps. Commercial support means these apps get the resources they need.
That raises the question: how will Holochain resist enshittification?
The Foundation has a 'golden share' in Holo Ventures and can veto any misaligned project. Holo Ventures' executive director, Cameron, explains.
55·BLong
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PRNewswire18h agonews
Teledyne LeCroy Accelerates Ultra Ethernet™ Validation for AI and HPC Infrastructure
Zcash $ZEC can challenge Bitcoin's network effects
Bitcoin $BTC is the dominant digital currency (>90% mkt share)
But financial privacy may be a "must have" feature in an age of AI
If correct, price of ZEC may still have significant upside. Read our Research perspective. ⬇️🛡️
65·B+Long
Neutral13
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meme15h agomeme
CANADA WILL IMPOSE RETALIATORY TARIFFS OF UP TO 50% ON $20 BLN OF U.S. IMPORTS, IN THE LATEST ESCALATION OF THE TRADE WAR BETWEEN THE NEIGHBORING COUNTRIES AFTER TALKS WITH WASHINGTON COLLAPSED
85·ANeutral
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PRNewswire18h agonews
REG-The Lindsell Train Investment Trust plc: Net Asset Value(s)
10·CNeutral
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twitter18h agomeme
Most confidential systems release secrets as soon as they get asked.
Nox flips it. A Virtual Machine must first prove it booted the expected operating system and application stack.
Only then does it get access to keys.
Boot time verification isn't paperwork. It's the gate.
10·CNeutral
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Twitter18h agonews
Since announcing Jalapeño, our first custom inference chip, we’ve been testing it and the system around it.
The results show a major advance: more intelligence from every watt and faster responses, delivering both higher throughput and lower latency in one architecture without sacrificing efficiency.
10·CNeutral
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Twitter18h agonews
Jalapeño means faster ChatGPT responses, more responsive Codex sessions and agents, and reliable access as demand continues to grow. https://t.co/6kdoJoXWaf
5·CNeutral
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Twitter18h agonews
Citadel Securities Warns Bessent's 'Financial Repression' Plan Shifts Pressure Elsewhere, Does Not Eliminate It https://www.zerohedge.com/markets/citadel-securities-warns-bessents-financial-repression-plan-shifts-pressure-elsewhere-does
10·CNeutral
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Reuters18h agonews
BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT
10·CNeutral
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twitter18h agomeme
Citadel Securities Warns Bessent's 'Financial Repression' Plan Shifts Pressure Elsewhere, Does Not Eliminate It https://www.zerohedge.com/markets/citadel-securities-warns-bessents-financial-repression-plan-shifts-pressure-elsewhere-does
10·CNeutral
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PRNewswire18h agonews
Keeping Restaurants Cooking: Nearly 240 Restaurants Receive Resilience Grants Funded by The PG&E Corporation Foundation
5·CNeutral
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twitter18h agomeme
Set your reminders for this week’s Meet at the Clubhouse.
The @OtherGamesXYZ team is pulling up to talk about what's happening in @OthersideMeta, what they’ve been building, what’s coming next, and what they have in store to celebrate the Mutant anniversary this Saturday.
https://x.com/i/spaces/1vJpPNwnrjXJE?s=20
5·CNeutral
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twitter18h agomeme
Global trade flows passed $35 trillion in 2025, according to UNCTAD.
There is still no shared record underneath it, because no party will rely on one another party controls.
Neutral infrastructure is what makes that objection go away.
10·CNeutral
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Hanami18h agonews
Set your reminders for this week’s Meet at the Clubhouse.
The @OtherGamesXYZ team is pulling up to talk about what's happening in @OthersideMeta, what they’ve been building, what’s coming next, and what they have in store to celebrate the Mutant anniversary this Saturday.
https://x.com/i/spaces/1vJpPNwnrjXJE?s=20
5·CNeutral
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twitter18h agomeme
NUVA partnered with @KyberNetwork to integrate nvPRIME into KyberSwap's aggregation router.
Users can now instantly swap in and out of nvPRIME with USDC and other supported tokens in a single transaction on KyberSwap.
Another step in making NUVA assets composable across DeFi.
European shares edge higher as oil falls; Nvidia earnings in focus
75·AShort
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news3h agonews
Iran and Oman prepare Hormuz deal as U.S. holds back on secondary sanctions https://www.cnbc.com/2026/08/26/us-iran-war-trump-hormuz.html?taid=6a8e8d2f2c351600015bfc9d&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
85·AShort
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news5h agonews
Softbank Mulls Up to $20 bln Bond Sale for OpenAI Financing - Bloomberg News
75·AShort
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news5h agonews
*SOFTBANK MULLS UP TO $20 BILLION BOND SALE FOR OPENAI FINANCING
75·AShort
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news5h agonews
*SOFTBANK MULLS UP TO $20 BILLION BOND SALE FOR OPENAI FINANCING
75·AShort
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news6h agonews
OpenAI Says Its Jalapeño AI Chip Is Better Than Nvidia’s Blackwell
BREAKING NEWS🚨🚨 OPENAI'S NEWEST CHIP IS UP TO 2x BETTER PERF PER WATT THAN NVIDIA'S JULY RUBIN PERFORMANCE. OPENAI'S CHIP DIDN'T EVEN ENABLE SPEC DECODING, YET BEATS RUBIN NVL72 WITH SPEC DECODING. (1/2)🧵
75·AShort
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meme10h agomeme
SK Innovation stock tumbles 14% following SK IE Technology merger announcement.
90·A+Short
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meme10h agomeme
OIL EXTENDED ITS DECLINE AS IRAN AND OMAN DISCUSSED AN INTERIM FRAMEWORK TO RESUME SHIPPING THROUGH THE STRAIT OF HORMUZ, WITH BRENT FALLING 1.7% TO AROUND $87 A BARREL AND WTI NEAR $81, AS LOWER CRUDE PRICES EASED INFLATION CONCERNS AND HELPED PUSH THE 10-YEAR TREASURY YIELD DOWN TO 4.63%, SUPPORTING BROADER RISK SENTIMENT.
85·AShort
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meme10h agomeme
Asia-Pacific equities start mixed, taking limited cues from Wall Street’s gains amid US-Iran optimism, softer oil prices and lower yields, with NVIDIA earnings in focus.
75·AShort
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news10h agonews
Brent Crude Futures Fall More Than $1 to $87.03/bbl
90·A+Short
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meme10h agomeme
IRANIAN MISSILE AND DRONE STRIKES HAVE CAUSED BILLIONS OF DOLLARS IN DAMAGE TO US INTELLIGENCE AND SURVEILLANCE INFRASTRUCTURE ACROSS THE MIDDLE EAST, HIGHLIGHTING VULNERABILITIES AT AMERICAN BASES.
SATELLITE ANALYSIS IDENTIFIED AT LEAST 228 DAMAGED STRUCTURES OR ASSETS, INCLUDING RADAR, COMMUNICATIONS, AIR-DEFENSE SYSTEMS AND AIRCRAFT, RAISING CONCERNS OVER US DEFENSE COSTS, INTERCEPTOR STOCKPILES AND OIL-MARKET GEOPOLITICAL RISK.
75·AShort
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meme10h agomeme
IRANIAN MISSILE AND DRONE STRIKES HAVE CAUSED BILLIONS OF DOLLARS IN DAMAGE TO US INTELLIGENCE AND SURVEILLANCE INFRASTRUCTURE ACROSS THE MIDDLE EAST, HIGHLIGHTING VULNERABILITIES AT AMERICAN BASES.
SATELLITE ANALYSIS IDENTIFIED AT LEAST 228 DAMAGED STRUCTURES OR ASSETS, INCLUDING RADAR, COMMUNICATIONS, AIR-DEFENSE SYSTEMS AND AIRCRAFT, RAISING CONCERNS OVER US DEFENSE COSTS, INTERCEPTOR STOCKPILES AND OIL-MARKET GEOPOLITICAL RISK.
75·AShort
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meme10h agomeme
IRANIAN MISSILE AND DRONE STRIKES HAVE CAUSED BILLIONS OF DOLLARS IN DAMAGE TO US INTELLIGENCE AND SURVEILLANCE INFRASTRUCTURE ACROSS THE MIDDLE EAST, HIGHLIGHTING VULNERABILITIES AT AMERICAN BASES.
SATELLITE ANALYSIS IDENTIFIED AT LEAST 228 DAMAGED STRUCTURES OR ASSETS, INCLUDING RADAR, COMMUNICATIONS, AIR-DEFENSE SYSTEMS AND AIRCRAFT, RAISING CONCERNS OVER US DEFENSE COSTS, INTERCEPTOR STOCKPILES AND OIL-MARKET GEOPOLITICAL RISK.
75·AShort
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meme10h agomeme
IRANIAN MISSILE AND DRONE STRIKES HAVE CAUSED BILLIONS OF DOLLARS IN DAMAGE TO US INTELLIGENCE AND SURVEILLANCE INFRASTRUCTURE ACROSS THE MIDDLE EAST, HIGHLIGHTING VULNERABILITIES AT AMERICAN BASES.
quote: Another day, another CDS blowout. AVGO +5bps, NVDA +1bps, both new record wide.
Bondholders are done subsidizing massively overpriced GPUs, TPUs and memory chips https://x.com/zerohedge/status/2092053833660662255 | The CDS eruption continues: Broadcom CDS up 5bps to a new all time high, NVDA also at record wide every single day now.
Maybe that $100BN off-balance sheet SPV wasn't the best idea https://x.com/zerohedge/status/2090633009951084724
75·AShort
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news12h agonews
U.S. Crude Futures Fall More Than $1 to $81.09/bbl at Open
90·A+Short
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meme14h agomeme
BRENT CRUDE FELL BELOW $90 AS HOPES GREW FOR HIGHER ENERGY FLOWS THROUGH THE STRAIT OF HORMUZ FOLLOWING IRAN-OMAN DISCUSSIONS ON AN INTERIM MARITIME FRAMEWORK, WITH LOWER OIL PRICES HELPING DRIVE THE 10-YEAR TREASURY YIELD DOWN 7 BASIS POINTS TO 4.63% AND GOLD CLIMBING 0.3% TO $4,666.70.
85·AShort
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meme14h agomeme
BRENT AND U.S. CRUDE FUTURES FALL $2 IN POST-SETTLEMENT TRADE
BREAKING: The U.S. and Iran have reportedly reached a ceasefire agreement, according to a Russian news source.
They cite Pakistani and Iranian sources, saying the deal will be announced in the coming days.
U.S. oil prices are falling on the news.
Neither the U.S. nor Iran have confirmed.
85·AShort
n
news14h agonews
WTI原油日内大跌5.00%，现报80.33美元/桶，布伦特原油跌5.3%，报85.47美元/桶。
85·AShort
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news14h agonews
Brent, US Crude Futures Extend Losses, Down More Than a $1 in Post-Settlement Trade
Brent Crude Futures Settle at $88.58/bbl, Down $3.59, 3.89 PCT
85·AShort
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meme16h agomeme
OpenAI says its new in-house AI chips outperformed Nvidia processors during testing https://www.bloomberg.com/news/articles/2026-08-25/openai-claims-its-new-chips-can-outperform-nvidia-processors-in-tests?utm_source=website&utm_medium=share&utm_campaign=twitter
75·AShort
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meme16h agomeme
quote: An OpenAI agent escaped its sandbox & hacked a real company.
The UK's AI Security Institute logged 19 rogue agent actions in one test.
Flow offers 'controllers' that let you instantly revoke everything an agent was granted. Most chains make you remove one permission at a time. https://x.com/Polymarket/status/2092053242788167715 | JUST IN: Alabama launches investigation into OpenAI over its rogue AI agent that hacked Hugging Face.
75·AShort
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meme16h agomeme
Hot Chips: @OpenAI's Jalapeño AI chip is much more impressive than I expected.
The first real benchmarks are out, and the Gen 1 inference chip beats Nvidia's GB200/GB300 Blackwell systems across GPT-OSS 120B, DeepSeek R1 670B and Kimi K2.5 1T:
• 1.5-1.9x more performance per watt
• 1.7-3.6x lower end-to-end latency
• 2.1-4.1x higher performance in highly interactive workloads
On DeepSeek R1, Jalapeño reaches 700 tok/s/user vs 169 on GB300. A 128-chip rack delivers 1.7 EFLOPS of MXFP4 compute with 27.5 TB of HBM4.
Maybe even more interesting: OpenAI used its own AI to design and program the chip. Codex + GPT-Astra brought three new models to high performance in just two months, while AI-generated kernels beat expert-written kernels by 1.5-1.8x on selected blocks.
And this is only Gen 1. Gen 2 is already deep in development, with Gen 3 taking shape.
75·AShort
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Twitter18h agonews
"A BoJ Sept. 18th hike is now our base case (and fast being priced in by the market with OIS at 80%) followed by another hike in January 2027 (25bps)." - Goldman
55·BShort
H
Hanami18h agonews
נשק יום הדין של טראמפ מול איראן: האם זה מה שיכניע אותם?
באינסטגרם
https://www.instagram.com/reel/DceA12eMGTr/?igsi=MWdyZW04MnJhZjRzNg==
75·AShort
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twitter18h agomeme
"A BoJ Sept. 18th hike is now our base case (and fast being priced in by the market with OIS at 80%) followed by another hike in January 2027 (25bps)." - Goldman