PA Daily | Aevo's pre-market launches Monad; multiple KOLs reveal that there is a overlap of members between the Plasma and Blast teams.

Today's news highlights:

NVIDIA plans to invest $100 billion in OpenAI, with an initial funding of $10 billion.

Spot gold breaks through the $3760 mark, reaching a new high.

Trump will deliver a speech at the United Nations leaders' meeting tomorrow morning at 7:20.

KOL revelation: The Plasma team has overlapping members with the Blast team.

Aevo Pre-Launch platform launches Monad token MON trading

Rainbow plans to launch the RNBW token for non-custodial crypto wallets in Q4.

Bitcoin spot ETFs saw a net outflow of $363 million yesterday, with none of the 12 products experiencing a net inflow.

Hackers sold UXLINK tokens through 6 wallets, cashing out approximately $28.1 million in ETH.

Macroeconomics

Spot gold breaks through the $3760 mark, reaching a new high.

The price of spot gold continues to rise, breaking through the $3760/ounce mark, setting a new high. The market expects the Federal Reserve to further cut interest rates, and investors are closely watching Fed Chairman Powell's speech about the economic outlook tomorrow morning.

The Hong Kong Security Bureau has established a virtual asset intelligence task force to collaborate with relevant platforms to set up a payment halt mechanism.

According to reports from Hong Kong Wireless News, the Secretary for Security of Hong Kong, Tang Ping-keung, stated that the number of fraud cases using virtual assets to collect money has increased. The Security Bureau has established a virtual asset intelligence working group to collaborate with virtual asset platforms to set up a "stop payment mechanism" for fraudulent cases. Tang Ping-keung added that some fraud cases used to be conducted via bank remittances, but now they are carried out through virtual asset platforms to collect fraudulent money. Virtual asset service providers must have a mechanism in place. If a fraud case is identified and the money is still within the virtual asset platform, it should be treated similarly to the banking system, where these funds should not be released and should be stopped first.

Société Générale chooses Bullish Europe to launch its US dollar stablecoin.

According to CoinDesk, the French bank Societe Generale's crypto subsidiary FORGE has chosen Bullish Europe as the first exchange for its dollar stablecoin CoinVertible (USDCV). USDCV has been launched on Ethereum and Solana, regulated under the EU's MiCA. Due to the absence of relevant regulations in the United States, USDCV is currently not available to U.S. users. FORGE is continuously expanding the number of exchanges and brokers that can directly mint and burn this stablecoin, with 10 to 15 currently in line for integration.

Trump will speak at the United Nations leaders' meeting tomorrow morning at 7:20.

White House: Trump will speak at the United Nations Leaders' Meeting at 7:20 PM Eastern Time on Tuesday (7:20 AM Beijing Time on Wednesday).

The three major U.S. stock indices closed at new highs, with Nvidia's market value nearing $4.5 trillion.

The US stock market closed on Monday, with the Dow Jones Industrial Average initially up 0.14%, the S&P 500 index up 0.44%, and the Nasdaq up 0.7%, all reaching new closing highs. Tesla (TSLA.O) rose nearly 2%, while Apple (AAPL.O) increased by more than 4%. Nvidia (NVDA.O) rose nearly 4%, with a market capitalization of $4.46 trillion.

opinion

KOL revelation: There is member overlap between the Plasma team and the Blast team.

According to the revelations from KOL Crypto Fearless and Rui, there is a member overlap between the Plasma team and the Blast project team. Crypto Fearless stated that after a fallout between Blast founder Pacman (Chinese name Tie Shun) and the original team, other key members turned to create Plasma. Rui mentioned that there is indeed some overlap between the Plasma and Blast teams, which is not a secret in the industry. He believes that the Blast ecological points system performs excellently, serving as a model for many projects to learn from, and that the poor pricing is more a problem of the founder rather than the team's capabilities.

Bank of Thailand: Cryptocurrency trading may affect the Thai baht's trend.

Bank of Thailand: Cryptocurrency trading may affect the value of the Thai Baht.

YZi Labs is considering opening up to external investors in the future.

According to the Financial Times, YZi Labs, an investment institution managed by Binance co-founder Zhao Changpeng (CZ), which oversees approximately $10 billion, is considering opening up to external investors in the future. The institution currently mainly invests in the fields of cryptocurrency, AI, and biotechnology, with funding sources coming from Zhao Changpeng and Binance's early executives. The person in charge, Ella Zhang, stated that after the team accumulates enough experience in AI and biotechnology, they will consider transforming into an open fund. Previously, YZi Labs received $300 million in external investment, part of which was later returned.

Project Updates

ChainOpera AI (COAI) will be launched on Binance Alpha and Binance Contract Platform on September 25.

According to official news from Binance, ChainOpera AI (COAI) will be launched for trading on the Binance Alpha and Binance Futures platforms on September 25, 2025. The specific times are as follows: Binance Alpha: September 25, 2025, 15:00 (Beijing Time) Binance Futures: September 25, 2025, 15:30 (Beijing Time), supporting COAIUSDT perpetual contracts with leverage of up to 50 times.

The listing date for Anoma (XAN) on the Binance Alpha and contract platform has been postponed to September 29.

According to the official announcement from Binance, the trading time for the Anoma (XAN) token, which was originally scheduled to launch on September 23, 2025, on the Binance Alpha and Binance Futures platforms, will be postponed to September 29, 2025. The specific times are as follows: Binance Alpha: September 29, 2025, 18:00 (Beijing Time) Binance Futures: September 29, 2025, 18:30 (Beijing Time)

Aevo Pre-Launch platform launches Monad token MON trading

According to official news from Aevo, the Aevo Pre-Launch platform has launched trading for the Monad token MON. According to data from the Aevo platform, MON is currently priced at 0.0496 USD.

Binance Wallet will launch the ZEROBASE token presale and Booster event on September 24.

According to the official announcement from Binance, the Binance wallet will exclusively hold a pre-sale event for ZEROBASE tokens (ZBT) from 16:00 to 18:00 (Beijing time) on September 24th, and will launch a Booster program to support the early development of the project. Eligible users can have priority in purchasing tokens and can share 3% of the token supply as airdrop rewards by completing tasks. The pre-sale event will adopt an oversubscription model, allowing each user to deposit a maximum of 3 BNB, and the final allocation will be based on the proportion of the subscription amount.

Binance: Users holding at least 200 Binance Alpha points can claim airdrop of 3200 BLESS tokens.

Binance announces that the Alpha trading for Bless (BLESS) will start on September 23, 2025, at 17:00 (UTC+8). After trading begins, users holding at least 200 Binance Alpha points can claim an airdrop of 3,200 BLESS tokens. First come, first served. If the event has not ended, the score threshold will automatically decrease by 15 points every hour. Claiming the airdrop will consume 15 Binance Alpha points. Users must confirm their claim on the Alpha event page within 24 hours, or it will be considered a waiver of the airdrop.

Binance HODLer airdrop will launch Hemi (HEMI)

Binance announced the launch of the 43rd HODLer airdrop project Hemi (HEMI), which is a modular Layer 2 protocol supported by Bitcoin and Ethereum. Users who subscribe to capital-protected earning or on-chain earning products using BNB from September 17 to 20 will receive a total of 100 million HEMI airdrop rewards, accounting for 1% of the total supply. HEMI will open trading pairs for USDT, USDC, BNB, FDUSD, and TRY at 20:00 on September 23. The initial circulation of HEMI is 978 million, accounting for approximately 9.78% of the total supply. HEMI supports the BNB chain and Ethereum network, and the airdrop tokens will be automatically distributed to users' spot wallets before the spot launch.

World Liberty Financial will launch a debit card and retail application

According to The Block, Zak Folkman, co-founder of World Liberty Financial, stated at the Korea Blockchain Week that the project is about to launch its own debit card and retail application, allowing users to connect the USD1 stablecoin and its app to Apple Pay. Folkman emphasized that World Liberty Financial will not issue its own blockchain and will maintain chain and platform neutrality in the future. The project has issued WLFI tokens and USD1 stablecoin, aiming to connect traditional finance with on-chain markets.

The Hyperliquid community proposed a 45% reduction in the total supply of HYPE.

DBA Alliance (holding a large position) Jon Charbonneau and Flashbots strategic director Hasu proposed to cancel the unissued HYPE authorization for future community rewards (FECR) and to destroy all HYPE held by the Aid Fund (AF) and subsequently acquired, while removing the maximum supply cap of 1 billion HYPE. This plan will immediately reduce the total supply of HYPE by over 45% and optimize the financial structure of the protocol, without affecting the rights of existing token holders or the protocol's funding capacity.

Rainbow proposed to acquire the Clanker agreement and announced the token distribution plan.

The Rainbow Foundation has proposed to acquire the Clanker protocol and announced a token distribution plan: SCLANKER holders will receive 4% of the total supply of the new Rainbow coin SRNBW (approximately 20% of the TGE circulation); all assets in the Clanker treasury will be airdropped to SCLANKER holders; LP fees generated by the Clanker protocol will be permanently allocated to SCLANKER holders. Rainbow promises to integrate Clanker into its product ecosystem and provide SRNBW rewards for related transactions. Clanker, on the other hand, responded that it informed Rainbow last week that it would not accept the acquisition, and there are discrepancies in communication between the two parties.

Rainbow plans to launch the RNBW token for non-custodial crypto wallets in Q4.

According to The Block, the non-custodial wallet Rainbow announced plans to launch its RNBW native token in its EVM-compatible wallet before the end of this year. The official statement said that this move is part of the "Phase 3" roadmap, and the Points accumulated by users will be used for subsequent incentives. Recently, Rainbow also upgraded its real-time price, balance updates, and price chart features, and introduced contract trading supported by Hyperliquid. Previously, MetaMask and Coinbase also revealed plans to issue native tokens.

Coinbase has included Centrifuge and TROLL in its listing roadmap.

According to Coinbase Markets, Coinbase has added Centrifuge (CFG) and TROLL (TROLL) to its asset listing roadmap today.

Base chain recognized by Vitalik, emphasizing L2 security and non-custodial attributes.

jesse.base.eth follows the views of paulgrewal.eth, detailing that Sequencers on Layer 2 blockchains like Base are only responsible for collecting, sorting user transactions, and batch submitting the results to the Ethereum mainnet for settlement. Sequencers do not have the functionality to facilitate buy/sell or trade matching, with the relevant logic implemented by smart contracts. The team stated that Base has achieved the first phase of decentralization and is advancing further distributed block construction. Vitalik Buterin stated that as an Ethereum Layer 2, Base leverages centralized features to enhance user experience while relying on Ethereum's decentralized underlying framework to ensure security. Base does not custody user funds, meaning it cannot steal or prevent withdrawals, and the relevant security mechanisms have been verified by the L2beat platform. Vitalik added that when L2 shuts down, users can automatically withdraw, and the operators cannot unilaterally review or steal assets.

21Shares Spot Dogecoin ETF launched on DTCC, code TDOG

According to Watcher.Guru, 21Shares' spot Dogecoin ETF has been launched on the Depository Trust & Clearing Corporation (DTCC) in the United States, with the stock code TDOG.

Important Data

Space ID transferred 20 million IDs to Yzi Labs address, worth approximately $3.064 million.

According to on-chain monitoring by ai_9684xtpa, Space ID has transferred 20 million ID tokens to an address associated with Yzi Labs today, marking a return after three months, with a total value of approximately $3.064 million. As a seed round investor in Space ID, Yzi Labs has received a total of 100 million ID tokens from the project party since September 2024, totaling approximately $27.81 million in value. Currently, the ID tokens held by this address are its largest asset.

Ethena Labs stablecoin products USDe and USDtb TVL exceed $16 billion

According to official news from Ethena Labs, the total value locked (TVL) of its stablecoin products Ethena USDe and USDtb continues to grow, now exceeding $16 billion, setting a new historical high. In related news yesterday, Binance launched the USDe reward program with an annualized yield of up to 12%.

Bitcoin spot ETFs saw a net outflow of $363 million yesterday, with none of the 12 products experiencing a net inflow.

According to SoSoValue data, on September 22, Eastern Time, the total net outflow of Bitcoin spot ETFs was $363 million, with all 12 products recording no net inflow. Among them, Fidelity's FBTC had a net outflow of $277 million in a single day, with a historical total net inflow of $12.385 billion; Ark Invest and 21Shares' ARKB had a net outflow of $52.2967 million, with a historical total net inflow of $2.174 billion. As of now, the total net asset value of Bitcoin spot ETFs is $148.088 billion, accounting for 6.59% of the total Bitcoin market value, with a historical cumulative net inflow of $57.354 billion.

Hackers sold UXLINK tokens through 6 wallets, cashing out approximately $28.1 million in ETH.

According to Lookonchain analysis, the UXLINK project suffered a hacker attack, with hackers obtaining 490 million UXLINK and additionally minting 2 billion UXLINK. The hackers sold a large amount of UXLINK through six wallets on decentralized exchanges (DEX), cashing out 6,732 ETH (approximately $28.1 million), and continued to sell on centralized exchanges (CEX).

Financing/Merger

NVIDIA plans to invest $100 billion in OpenAI, with an initial funding of $10 billion.

According to a report from Bloomberg, Nvidia will invest up to $100 billion in OpenAI to support the next generation of artificial intelligence data centers and related infrastructure. The two parties have signed a letter of intent, with an initial funding of $10 billion, and subsequent investments will be made in phases based on the deployment of 1 gigawatt. The project aims to build data centers with at least 10 gigawatts of computing power, utilizing Nvidia's advanced chips. Nvidia will acquire a stake in OpenAI.

Bullish announced that it has invested $4 million in USD.AI.

The digital asset trading platform Bullish (NYSE: BLSH) announced the completion of a $4 million investment in USD.AI, marking its first investment since its IPO in August. USD.AI provides an on-chain platform for AI infrastructure financing, having secured $250 million in private test deposits, and supports the expansion of AI enterprises through a hardware mortgage model.

On-chain music platform Coop Records completed a $4.5 million financing round, with participation from 1kx and others.

The on-chain music platform Coop Records announced that it has completed two rounds of financing, with a total amount of 4.5 million USD. This round of financing was led by 1kx and Nascent, with participation from institutions such as 1confirmation and CB Ventures through the Base ecosystem fund. The funds will be used to advance the development of the Coop Records music launch platform.

The new cryptocurrency bank Shield has completed a $5 million seed round financing, led by Giant Ventures.

The new cryptocurrency bank Shield announced on Monday that it has completed a $5 million seed round of financing led by Giant Ventures. Other participants in this round of financing include Chris Dixon's a16z crypto startup accelerator, Factor Capital, as well as Coinbase and Bank of America as strategic angel investors. The company stated that it has raised a total of $7 million in funding to date.

Institutional Holdings

The suspected ENA treasury company StablecoinX address has accumulated over 73 million ENA in a week.

According to Yu Jin, a suspected address of ENA treasury company (StablecoinX) has been continuously withdrawing and accumulating 73.56 million ENA from the exchange since the 16th, amounting to approximately 43.88 million USD. The fund flow of this address includes Maven 11 and Dragonfly, both of which are investors in the ENA treasury company.

Solana treasury Forward Industries will implement equity on-chain through the Superstate platform.

According to The Block, Solana's largest digital asset vault Forward Industries has announced that it will tokenize its FORD shares on-chain through Superstate's Opening Bell platform. Forward is backed by Galaxy Digital, Jump Crypto, and Multicoin Capital, and completed a $1.65 billion private financing round in September. Forward will collaborate with Solana ecosystem lending protocols Drift, Kamino, and Jupiter Lend, and the FORD token will serve as a new collateral option. Forward also plans to hold equity in Superstate to promote product development for both parties.

CleanSpark secures $100 million Bitcoin staking credit from Coinbase Prime

According to CoinDesk, bitcoin mining company CleanSpark has announced a $100 million bitcoin collateralized credit line provided by Coinbase Prime. CleanSpark stated that it will use the credit to expand its energy assets, increase bitcoin mining, and invest in high-performance computing (HPC) business. The company claims that this move will avoid selling bitcoin or issuing new shares, achieving non-dilutive financing and enhancing shareholder value.